Eastern Bankshares Inc
EBCFinancial·Banks - Regional·USA·Mid·NASD·Nov 12 • 3:59 PM ET
22.76-0.22 (-0.96%)
2026-11-13 13:08 CET
Market cap
$5.11B
Revenue, TTM
- USD m
Net income, TTM
381.01 USD m
Free cash flow, TTM
417.18 USD m
EPS diluted, TTM
1.74
13.06
Price
EBC against its 20, 50 and 200-day averagesPatternshover a marker to name it
4.3% under the 52-week high of 23.78 on 5 Nov 2026. 52-week low 17.04 on 18 Nov 2025. Last 15 sessions, 7.6% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 76
CANSLIM 3 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Performance: Year +50%
VCP 6 of 6
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 4 of 5 — fails: Performance: Year +50%
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 0 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 2 of 5 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 2 of 4 — fails: Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 2 of 4 — fails: Float: Under 100M; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 2 of 3 — fails: Performance: Year +100%
Profile
EBC52-week range, 85% of the way up
17.0423.78
Eastern Bankshares, Inc. operates as a holding company, which engages in the provision of financial and banking services. It operates through the Banking business segment. The Banking business segment focuses on banking lending, savings, small business offerings, wealth management, and trust operations. The company was founded in 1818 and is headquartered in Boston, MA.
| Index | RUT |
|---|---|
| Employees | 2450 |
| IPO | Oct 15, 2020 |
| Beta | 0.69 |
| ATR, 14d | 0.54 |
| Rel volume | 0.00 |
| Short float | 9.16% |
| Insider own | 7.75% |
| Inst own | 87.01% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | $5.11B |
| Enterprise Value | - |
| Income | 381.01M |
| Sales | 1.58B |
| Book / share | 18.56 |
| Cash / share | - |
| Dividend Est. | 0.58 (2.56%) |
| Dividend TTM | 0.56 (2.46%) |
| Dividend Ex-Date | Dec 07, 2026 |
| Dividend Gr. 3/5Y | 8.44% - |
| Payout | 118.14% |
| Employees | 2450 |
| IPO | Oct 15, 2020 |
Ratios
| Price / earnings | 13.06 |
|---|---|
| Forward price / earnings | 10.56 |
| Price / earnings / growth | 0.71 |
| Price / sales | 3.24 |
| Price / book | 1.23 |
| Price / cash | - |
| Price / free cash flow | 12.25 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.05 |
| Debt / equity | 0.24 |
| Long-term debt / equity | 0.24 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 1.74 |
|---|---|
| Earnings next year | 2.15 |
| Earnings next quarter | 0.51 |
| Earnings this year | 22.07% |
| Earnings next year | 13.15% |
| Earnings growth, 5 years | 14.84% |
| Past earnings growth | -28.99% 26.68% |
| Past sales growth | 15.98% 12.20% |
| Earnings vs last year | 593.20% |
| Sales vs last year | 61.04% |
| Earnings vs last quarter | -3.91% |
| Sales vs last quarter | 26.89% |
| Earnings | Oct 22 AMC |
| Surprise | 3.81% 0.35% |
Ownership
| Insiders own | 7.75% |
|---|---|
| Insider trades | -0.82% |
| Institutions own | 87.01% |
| Institution trades | 7.75% |
| Return on assets | 1.33% |
| Return on equity | 9.52% |
| Return on capital | 7.32% |
| Gross Margin | - |
| Operating margin | 28.36% |
| Profit Margin | 24.13% |
| 20-day average | 1.35% |
| 50-day average | 4.36% |
| 200-day average | 7.38% |
Technical
| Shares out | 226.34M |
|---|---|
| Shares floating | 207.15M |
| Short / float | 9.16% |
| Short ratio | 8.64 |
| Short interest | 18.97M |
| 52-week high | 23.78 -4.3% |
| 52-week low | 17.04 +33.6% |
| Volatility | 2.18% 2.39% |
| Average range | 0.54 |
| Strength index | 55.73 |
| Market sensitivity | 0.69 |
| Relative volume | 0.00 |
| Avg Volume | 2.20M |
| Volume | 0 |
Performance
| Perf Week | 0.13% |
|---|---|
| Perf Month | 9.27% |
| Perf Quarter | -3.66% |
| Perf Half Y | 17.08% |
| Perf YTD | 23.49% |
| Perf Year | 28.51% |
| Perf 3Y | 98.60% |
| Perf 5Y | 10.49% |
| Perf 10Y | - |
| Recommendation | 1.50 |
| Target Price | 25.50 |
| Prev Close | 22.76 |
| Price | 22.76 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 16| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 28, 2026 | Downgrade | Stephens | Overweight → Equal-Weight | $24 | +5.4% |
| Jul 27, 2026 | Reiterated | Hovde Group | Outperform | $23.50 → $26 | +14.2% |
| May 15, 2026 | Initiated | DA Davidson | Buy | $24 | +5.4% |
| Apr 16, 2026 | Initiated | Stephens | Overweight | $24 | +5.4% |
| Mar 16, 2026 | Resumed | Piper Sandler | Overweight | $23 | +1.1% |
| Jan 05, 2026 | Initiated | Hovde Group | Outperform | $22.50 | -1.1% |
| Dec 17, 2025 | Initiated | Barclays | Equal Weight | $22 | -3.3% |
| Sep 25, 2025 | Initiated | TD Cowen | Buy | $23 | +1.1% |
| Aug 06, 2024 | Resumed | JP Morgan | Neutral | $14 → $18.50 | -18.7% |
| Sep 12, 2023 | Initiated | Seaport Research Partners | Buy | $16 | -29.7% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| INDB | Independent Bank Corp | 3.91B |
| BBT | Beacon Financial Corp | 2.58B |
| CBU | Community Financial System Inc | 3.41B |
| NBTB | NBT Bancorp Inc | 2.73B |
| WASH | Washington Trust Bancorp Inc | 740.37M |
| PFS | Provident Financial Services Inc | 3.01B |
| CFG | Citizens Financial Group Inc | 27.19B |
| VLY | Valley National Bancorp | 7.91B |
| CAC | Camden National Corp | 1.00B |
| BHB | Bar Harbor Bankshares Inc | 693.94M |
Insider trading
latest 14 of 55| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Miller Quincy Lee | President | Nov 05 '26 | Sale | 22.88 | 33,000 | 755,040 | 33,538 | Nov 09 04:15 PM |
| QUINCY MILLER | Officer | Nov 05 '26 | Proposed Sale | 22.88 | 33,000 | 754,981 | Nov 05 04:09 PM | |
| Bane Richard Corey | Director | Sep 14 '26 | Sale | 21.78 | 4,000 | 87,120 | 198,498 | Sep 15 04:15 PM |
| RICHARD C BANE | Director | Sep 14 '26 | Proposed Sale | 21.78 | 4,000 | 87,100 | Sep 14 04:16 PM | |
| SHEAHAN DENIS K | Chief Executive Officer | Sep 03 '26 | Option Exercise | 0.00 | 8,607 | 0 | 8,607 | Sep 04 04:15 PM |
| Rosato R David | Chief Financial Officer | Sep 03 '26 | Option Exercise | 0.00 | 11,356 | 0 | 22,088 | Sep 04 04:15 PM |
| Henry Kathleen Cloherty | Executive VP, General Counsel | Sep 02 '26 | Sale | 21.68 | 14,000 | 303,520 | 43,146 | Sep 03 04:15 PM |
| Donald Michael Westermann | Chief Information Officer | Sep 01 '26 | Proposed Sale | 21.43 | 23,005 | 492,930 | Sep 02 09:59 PM | |
| Antonakes Steven Louis | Executive VP | Sep 01 '26 | Sale | 21.95 | 13,500 | 296,325 | 61,790 | Sep 02 04:15 PM |
| Westermann Donald Michael | Chief Information Officer | Sep 01 '26 | Sale | 21.43 | 23,005 | 492,997 | 0 | Sep 02 04:15 PM |
| Westermann Donald Michael | Chief Information Officer | Sep 01 '26 | Sale | 21.77 | 10,407 | 226,560 | 22,565 | Sep 02 04:15 PM |
| KATHLEEN HENRY | Officer | Sep 02 '26 | Proposed Sale | 21.68 | 14,000 | 303,555 | Sep 02 04:13 PM | |
| DONALD WESTERMANN | Officer | Sep 01 '26 | Proposed Sale | 21.77 | 10,407 | 226,566 | Sep 01 04:13 PM | |
| STEVEN ANTONAKES | Officer | Sep 01 '26 | Proposed Sale | 21.95 | 13,500 | 296,329 | Sep 01 04:10 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.86B |
| IJR | iShares Core S&P Small-Cap ETF | AUM: 107.13B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 80.23B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.56B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.88B |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | AUM: 11.36B |
| KRE | State Street SPDR S&P Regional Banking ETF | AUM: 4.36B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.19B |
News
latest 14 of 200- Eastern Bank Provides Tax-Exempt Bond Financing For the William and Charlotte Bloomberg Public Science Common at the Museum of Science (Business Wire)
- Eastern Bank Provides Financing for High Tide Capital's Historic Redevelopment of The Day Building in Downtown New London, CT (Business Wire)
- Eastern Bankshares Posts Record Operating Earnings And Cleaner Credit, But Rising Deposit Costs Cloud The Margin Story (Earnings Whispers)
- Eastern Bankshares, Inc. Reports Third Quarter 2026 Financial Results (Business Wire)
- Eastern Bankshares, Inc. Announces Third Quarter 2026 Earnings Release Date, Conference Call and Webcast (Business Wire)
- Alexander E. Anderson Announced As A Senior Vice President, Private Banker of Cambridge Trust Private Banking, A Division of Eastern Bank (Business Wire)
- Eastern Bankshares, Inc, to Participate in the Barclays Global Financial Services Conference (Business Wire)
- Eastern Bank Is Recognized As A Top Disability Inclusive Business (Business Wire)
- Eastern Bankshares Inc (EBC) Q2 2026 Earnings Call Highlights: Strong Net Income Growth Amid ... (GuruFocus.com)
- Eastern Bankshares, Inc. Reports Second Quarter 2026 Financial Results (Business Wire)
- Eastern Bank Provides Financing For Multi-Site Affordable Senior Housing Development Project In New Hampshire (Business Wire)
- Eastern Bankshares, Inc. Announces Second Quarter 2026 Earnings Release Date, Conference Call and Webcast (Business Wire)
- Eastern Bankshares, Inc. To Join S&P SmallCap 600 Index (Business Wire)
- Marvell Technology and Flex Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Quarterly earnings
2026Q3 EPS 0.510 beat 0.491, from 0.370 a year earlier. Sales 311.7 beat 310.6, from 245.1 a year earlier
The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.
| Period | Reported | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | Surprise | Year-ago quarter | Analysts | Next session |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026Q3ended 2026-09-30 | 2026-10-22 16:30 | 0.510 | 0.491 | 0.510 | 311.7 | 310.6 | EPS +3.8% · sales +0.4% | vs 2025Q3, year-ago quarter · EPS +37.8% · sales +27.2% | 8 EPS · 6 sales | Open +0.23% vs SPY -0.53%. Close +1.31% vs SPY -0.52% |
| 2026Q2ended 2026-06-30 | 2026-07-23 16:30 | 0.490 | 0.462 | 0.480 | 316 | 308.2 | EPS +6.0% · sales +2.5% | vs 2025Q2, year-ago quarter · EPS +19.5% · sales +26.9% | 8 EPS · 6 sales | Open +1.46% vs SPY +0.04%. Close +1.33% vs SPY +0.10% |
| 2026Q1ended 2026-03-31 | 2026-04-23 16:30 | 0.400 | 0.443 | 0.292 | 295.9 | 301.99 | EPS -9.7% · sales -2.0% | vs 2025Q1, year-ago quarter · EPS +17.6% · sales +30.0% | 7 EPS · 5 sales | Open -3.90% vs SPY +0.32%. Close -2.97% vs SPY +0.77% |
| 2025Q4ended 2025-12-31 | 2026-01-22 16:30 | 0.440 | 0.412 | 0.460 | 290.1 | 286.83 | EPS +6.9% · sales +1.1% | vs 2024Q4, year-ago quarter · EPS +29.4% · sales +31.3% | 6 EPS · 3 sales | Open +1.96% vs SPY -0.12%. Close -1.52% vs SPY +0.04% |
| 2025Q3ended 2025-09-30 | 2025-10-23 16:30 | 0.370 | 0.398 | 0.532 | 245.1 | 245.93 | EPS -6.9% · sales -0.3% | vs 2024Q3, year-ago quarter · EPS +48.0% · sales +18.1% | 4 EPS · 2 sales | Open -0.38% vs SPY +0.70%. Close -3.81% vs SPY +0.82% |
| 2025Q2ended 2025-06-30 | 2025-07-24 16:30 | 0.410 | 0.380 | 0.504 | 249.1 | 241.32 | EPS +7.9% · sales +3.2% | vs 2024Q2, year-ago quarter · EPS +86.4% · sales +51.6% | 4 EPS · 1 sales | Open +2.98% vs SPY +0.11%. Close +1.20% vs SPY +0.42% |
| 2025Q1ended 2025-03-31 | 2025-04-24 16:30 | 0.340 | 0.328 | -1.088 | 227.7 | 226.98 | EPS +3.8% · sales +0.3% | vs 2024Q1, year-ago quarter · EPS +47.8% · sales +44.3% | 4 EPS · 1 sales | Open -7.22% vs SPY -0.01%. Close -6.46% vs SPY +0.72% |
| 2024Q4ended 2024-12-31 | 2025-01-23 16:30 | 0.340 | 0.295 | 0.300 | 220.93 | 211.85 | EPS +15.3% · sales +4.3% | vs 2023Q4, year-ago quarter · EPS +240.0% · sales +38.5% | 4 EPS · 1 sales | Open +1.76% vs SPY +0.01%. Close +1.42% vs SPY -0.29% |
| 2024Q3ended 2024-09-30 | 2024-10-24 16:30 | 0.250 | 0.333 | -0.032 | 207.55 | 222.84 | EPS -24.8% · sales -6.9% | vs 2023Q3, year-ago quarter · EPS -21.9% · sales +27.9% | 4 EPS · 1 sales | Open -3.95% vs SPY +0.39%. Close -4.78% vs SPY -0.03% |
| 2024Q2ended 2024-06-30 | 2024-07-25 16:30 | 0.220 | 0.218 | 0.161 | 164.35 | 160.11 | EPS +1.1% · sales +2.6% | vs 2023Q2, year-ago quarter · EPS -21.4% · sales -16.3% | 4 EPS · 1 sales | Open +2.27% vs SPY +0.72%. Close +3.43% vs SPY +1.12% |
| 2024Q1ended 2024-03-31 | 2024-04-25 16:30 | 0.230 | 0.200 | 0.237 | 157.76 | 159.49 | EPS +15.0% · sales -1.1% | vs 2023Q1, year-ago quarter · EPS -39.5% · sales -19.0% | 4 EPS · 1 sales | Open +1.39% vs SPY +0.57%. Close +0.77% vs SPY +0.95% |
| 2023Q4ended 2023-12-31 | 2024-01-25 16:30 | 0.100 | 0.203 | 1.957 | 159.56 | 156.74 | EPS -50.6% · sales +1.8% | vs 2022Q4, year-ago quarter · EPS -67.7% · sales -18.5% | 4 EPS · 1 sales | Open +1.88% vs SPY -0.09%. Close +0.43% vs SPY -0.13% |
| 2023Q3ended 2023-09-30 | 2023-10-26 16:30 | 0.320 | 0.285 | 0.364 | 162.26 | 185.99 | EPS +12.3% · sales -12.8% | vs 2022Q3, year-ago quarter · EPS -5.9% · sales -19.3% | 4 EPS · 1 sales | - |
| 2023Q2ended 2023-06-30 | 2023-07-27 16:30 | 0.280 | 0.296 | 0.300 | 196.28 | 183.13 | EPS -5.3% · sales +7.2% | vs 2022Q2, year-ago quarter · EPS -9.7% · sales +3.9% | 4 EPS · 2 sales | - |
| 2023Q1ended 2023-03-31 | 2023-04-27 16:30 | 0.380 | 0.321 | -1.198 | 194.74 | 191.71 | EPS +18.6% · sales +1.6% | vs 2022Q1, year-ago quarter · EPS +18.8% · sales +6.0% | 4 EPS · 2 sales | - |
| 2022Q4ended 2022-12-31 | 2023-01-26 16:30 | 0.310 | 0.362 | 0.261 | 195.72 | 206.01 | EPS -14.3% · sales -5.0% | vs 2021Q4, year-ago quarter · EPS +55.0% · sales +15.7% | 5 EPS · 2 sales | - |
Annual earnings
2025FY EPS 1.560 beat 1.537, from 1.060 a year earlier. Sales 1,012 beat 1,004, from 750.59 a year earlier
Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.
earnings feed, not the snapshot. Not the statement ratio.
| Period | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | P/E, earnings feed |
|---|---|---|---|---|---|---|
| 2028FYestimate | - | 2.363 | - | - | 1,357 | 9.63 |
| 2027FYestimate | - | 2.155 | - | - | 1,290 | 10.56 |
| 2026FYestimate | - | 1.904 | - | - | 1,227 | 11.95 |
| 2025FY | 1.560 | 1.537 | 0.430 | 1,012 | 1,004 | 11.81 |
| 2024FY | 1.060 | 0.983 | 0.656 | 750.59 | 741.51 | 16.27 |
| 2023FY | 1.001 | 1.143 | 1.430 | 712.84 | 712.67 | 14.19 |
| 2022FY | 1.210 | 1.338 | 1.206 | 769.38 | 779.33 | 14.26 |
| 2021FY | 0.900 | 0.958 | 0.898 | 617.12 | 611.95 | 22.41 |
| 2020FY | 0.130 | 0.580 | 0.132 | 579.62 | 571.55 | 125.46 |
Estimate revisions
Latest snapshot of each period and type. 2026FY E 1.90 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-10 | 1.90 | 0.0% |
| 2026Q4 | E | per share | 2026-11-10 | 0.51 | -0.1% |
| 2026FY | R | per share | 2026-10-30 | 1.79 | +0.1% |
| 2026Q4 | R | per share | 2026-10-30 | 0.51 | -0.2% |
| 2026FY | S | USD millions | 2026-10-30 | 1,227 | -0.1% |
| 2026Q4 | S | - | 2026-10-30 | 313.51 | -0.1% |
| 2026Q3 | E | per share | 2026-10-10 | 0.49 | 0.0% |
| 2026Q3 | R | per share | 2026-10-10 | 0.49 | 0.0% |
| 2026Q3 | S | - | 2026-10-10 | 310.6 | 0.0% |
| 2026Q2 | E | per share | 2026-07-12 | 0.46 | 0.0% |
| 2026Q2 | S | - | 2026-07-12 | 308.2 | 0.0% |
| 2026Q2 | R | per share | 2026-07-11 | 0.46 | +0.3% |
| 2026Q1 | E | per share | 2026-04-14 | 0.44 | +1.2% |
| 2026Q1 | R | per share | 2026-04-14 | 0.40 | +3.1% |
| 2026Q1 | S | - | 2026-04-14 | 301.99 | +0.3% |
| 2025FY | E | per share | 2026-01-14 | 1.54 | 0.0% |
| 2025Q4 | E | per share | 2026-01-14 | 0.41 | 0.0% |
| 2025FY | R | per share | 2026-01-14 | 0.22 | 0.0% |
| 2025Q4 | R | per share | 2026-01-14 | 0.27 | 0.0% |
| 2025FY | S | USD millions | 2026-01-10 | 1,004 | 0.0% |
| 2025Q4 | S | - | 2026-01-10 | 286.83 | 0.0% |
| 2025Q3 | E | per share | 2025-10-20 | 0.40 | -1.1% |
| 2025Q3 | R | per share | 2025-10-20 | 0.39 | -5.6% |
| 2025Q3 | S | - | 2025-10-08 | 245.93 | 0.0% |
| 2025Q2 | E | per share | 2025-07-12 | 0.38 | 0.0% |
| 2025Q2 | R | per share | 2025-07-12 | 0.41 | 0.0% |
| 2025Q2 | S | - | 2025-07-09 | 241.32 | 0.0% |
| 2025Q1 | E | per share | 2025-04-09 | 0.33 | 0.0% |
| 2025Q1 | R | per share | 2025-04-09 | 0.33 | 0.0% |
| 2025Q1 | S | - | 2025-04-09 | 226.98 | 0.0% |
| 2024FY | E | per share | 2025-01-08 | 0.98 | 0.0% |
| 2024Q4 | E | per share | 2025-01-08 | 0.30 | 0.0% |
| 2024FY | R | per share | 2025-01-08 | 0.66 | 0.0% |
| 2024Q4 | R | per share | 2025-01-08 | 0.29 | 0.0% |
| 2024FY | S | - | 2025-01-08 | 741.51 | 0.0% |
| 2024Q4 | S | - | 2025-01-08 | 211.85 | 0.0% |
| 2024Q3 | R | per share | 2024-10-09 | 0.31 | 0.0% |
| 2024Q3 | E | per share | 2024-10-03 | 0.33 | +1.4% |
| 2024Q3 | S | - | 2024-10-03 | 222.84 | +2.3% |
| 2024Q2 | E | per share | 2024-07-10 | 0.22 | 0.0% |
| 2024Q2 | R | per share | 2024-07-10 | 0.21 | 0.0% |
| 2024Q2 | S | - | 2024-07-10 | 160.11 | 0.0% |
| 2024Q1 | E | per share | 2024-04-10 | 0.20 | 0.0% |
| 2024Q1 | R | per share | 2024-04-10 | 0.20 | 0.0% |
| 2024Q1 | S | - | 2024-04-10 | 159.49 | 0.0% |
| 2023FY | E | per share | 2024-01-10 | 1.14 | 0.0% |
| 2023FY | R | per share | 2024-01-10 | 1.24 | 0.0% |
| 2023FY | S | - | 2024-01-10 | 712.67 | 0.0% |
Estimate history
| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.584 | 0.643 | 0.132 | 0.898 | 1.206 | 1.43 | 0.656 | 0.432 | 1.7431 | - |
| Sales USD millions | 591 | 623 | 593 | 623 | 676 | 557 | 1,068 | 1,054 | 1,579 | - |
| Shares million shares | 210 | 210 | 187 | 186 | 176 | 176 | 214 | 236 | - | 226 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | -0.032 | 0.3 | -1.088 | 0.504 | 0.532 | 0.46 | 0.292 | 0.48 | 0.511 |
| Sales USD millions | 299 | 307 | 29 | 321 | 323 | 381 | 382 | 406 | 410 |
| Shares million shares | 215 | 214 | 212 | 211 | 212 | 236 | 232 | 229 | 226 |
Income statement, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Interest Income | 1,388.97 | 1,164.23+23.0% | 946.77+18.9% | 796.46+31.6% | 605.18+39.1% | 435.16+5.3% | 413.33-7.1% | 445.02+7.2% | 415.17 |
| Total Interest Expense | 397.12 | 335.65-1.0% | 339.17+37.8% | 246.05+562.7% | 37.13+596.6% | 5.33-55.9% | 12.08-64.2% | 33.75+34.4% | 25.12 |
| Net Interest Income | 991.85 | 828.59+36.4% | 607.60+10.4% | 550.41-3.1% | 568.05+32.2% | 429.83+7.1% | 401.25-2.4% | 411.26+5.4% | 390.04 |
| Loan Loss Provision | 24.17 | 26.20-61.1% | 67.38+236.1% | 20.05+11.8% | 17.93 | -9.69-125.0% | 38.80+515.9% | 6.30-58.3% | 15.10 |
| Net Interest Income After Loan Loss Provision | 967.69 | 802.38+48.5% | 540.22+1.9% | 530.36-3.6% | 550.13+25.2% | 439.51+21.3% | 362.45-10.5% | 404.96+8.0% | 374.94 |
| Non-Interest Income | 189.89 | -109.74-190.7% | 120.93 | -239.29-438.1% | 70.77-62.3% | 187.55+4.4% | 179.64+0.8% | 178.19+1.5% | 175.55 |
| Non-Interest Expense | 709.81 | 593.14+17.4% | 505.38+21.2% | 417.07+9.0% | 382.67-12.7% | 438.35-13.4% | 506.19+23.9% | 408.57+4.0% | 392.88 |
| Operating Income | 447.76 | 99.51-36.1% | 155.77 | -126.00-152.9% | 238.23+26.2% | 188.71+425.7% | 35.90-79.4% | 174.58+10.8% | 157.61 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 447.96 | 99.51-36.1% | 155.77 | -126.00-152.9% | 238.23+26.2% | 188.71+425.7% | 35.90-79.4% | 174.58+10.8% | 157.61 |
| Income Taxes | 66.95 | 11.29-68.8% | 36.20 | -63.31-222.4% | 51.72+51.9% | 34.05+158.7% | 13.16-66.7% | 39.48+13.2% | 34.88 |
| Consolidated Net Income | 381.01 | 88.22-26.2% | 119.56 | -62.69-133.6% | 186.51+20.6% | 154.66+580.1% | 22.74-83.2% | 135.10+10.1% | 122.73 |
| Net Income From Continuing Operations | 381.01 | 88.22-26.2% | 119.56 | -62.69-133.6% | 186.51+20.6% | 154.66+580.1% | 22.74-83.2% | 135.10+10.1% | 122.73 |
| Net Income | 381.01 | 88.22-26.2% | 119.56-48.5% | 232.18+16.2% | 199.76+29.2% | 154.66+580.1% | 22.74-83.2% | 135.10+10.1% | 122.73 |
| EPS (Recurring) per share | 1.75 | 0.43-34.8% | 0.66-53.8% | 1.43+18.2% | 1.21+34.4% | 0.90+592.3% | 0.13-79.7% | 0.64+10.3% | 0.58 |
| EPS (Basic, Before Extraordinaries) per share | 1.75 | 0.43-34.8% | 0.66-53.8% | 1.43+18.2% | 1.21+34.4% | 0.90+592.3% | 0.13-79.7% | 0.64+10.3% | 0.58 |
| EPS (Diluted) per share | 1.74 | 0.43-34.8% | 0.66-53.8% | 1.43+18.2% | 1.21+34.4% | 0.90+592.3% | 0.13-79.7% | 0.64+10.3% | 0.58 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 12.01 | 12.21-19.8% | 15.22+16.6% | 13.05+57.2% | 8.30 | - | - | - | - |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 13.06 | 13.06 | 7.42 | - | 15.23 | 22.85 | 207.77 | 32.78 | - |
| Price To Sales Ratio ratio | 2.88 | 3.57 | 2.94 | 4.14 | 4.23 | 5.58 | 4.73 | - | - |
| Operating Margin % | 28.36 | 9.44 | 14.59 | -22.61 | 35.24 | 30.31 | 6.05 | 28.01 | 26.68 |
| Net Margin % | 24.13 | 8.37 | 11.20 | 41.67 | 29.55 | 24.84 | 3.83 | 21.68 | 20.78 |
| Shares Outstanding million shares | 226.34 | 235.65+10.2% | 213.91+21.2% | 176.43+0.1% | 176.17-5.4% | 186.31-0.2% | 186.76-11.1% | 210.080.0% | 210.08 |
| Market Capitalization | 5,110.87 | 5,110.87+38.0% | 3,702.94+47.8% | 2,505.26-17.8% | 3,047.71-19.1% | 3,766.91+23.7% | 3,046.02-0.9% | 3,074.04 | - |
Income statement, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Interest Income | 363.32+28.4% | 349.91+25.3% | 339.55+27.8% | 336.20+24.2% | 283.02+6.4% | 279.34+34.7% | 265.70+31.1% | 270.76+33.0% |
| Total Interest Expense | 105.45+27.4% | 97.98+26.7% | 94.89+23.5% | 98.80+7.9% | 82.77-13.9% | 77.31-1.8% | 76.81+5.6% | 91.57+30.2% |
| Net Interest Income | 257.87+28.8% | 251.93+24.7% | 244.66+29.5% | 237.40+32.5% | 200.25+17.9% | 202.03+57.0% | 188.90+45.4% | 179.19+34.4% |
| Loan Loss Provision | 6.76-4.8% | 6.75-11.2% | 5.76-12.7% | 4.90-28.2% | 7.10-84.9% | 7.60+24.0% | 6.60-11.4% | 6.82+31.2% |
| Net Interest Income After Loan Loss Provision | 251.11+30.0% | 245.18+26.1% | 238.90+31.0% | 232.50+34.9% | 193.15+57.2% | 194.43+58.7% | 182.30+48.9% | 172.37+34.5% |
| Non-Interest Income | 46.93+16.5% | 55.66+33.7% | 42.58 | 44.72+23.8% | 40.30+22.2% | 41.63+65.9% | -236.46-984.0% | 36.12+30.4% |
| Non-Interest Expense | 157.92+13.2% | 166.02+22.3% | 197.66+52.3% | 188.22+38.1% | 139.48-12.4% | 135.74+23.8% | 129.77+29.4% | 136.31+11.7% |
| Operating Income | 140.12+49.1% | 134.82+34.4% | 83.83 | 89.00+23.3% | 93.97 | 100.32+164.0% | -183.94-475.8% | 72.18+113.4% |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 140.12+49.1% | 134.82+34.4% | 83.83 | 89.20+23.6% | 93.97 | 100.32+164.0% | -183.94-475.8% | 72.18+113.4% |
| Income Taxes | 29.09 | 29.60+32788.9% | 18.57-44.9% | -10.30-190.3% | -12.18-530.4% | 0.09-99.2% | 33.73+227.8% | 11.41+393.9% |
| Consolidated Net Income | 111.03+4.6% | 105.21+5.0% | 65.26 | 99.50+63.7% | 106.14 | 100.23+280.7% | -217.67-663.2% | 60.77+92.9% |
| Net Income From Continuing Operations | 111.03+4.6% | 105.21+5.0% | 65.26 | 99.50+63.7% | 106.14 | 100.23+280.7% | -217.67-663.2% | 60.77+92.9% |
| Net Income | 111.03+4.6% | 105.21+5.0% | 65.26 | 99.50+63.7% | 106.14 | 100.23+280.7% | -217.67-663.2% | 60.77-80.9% |
| EPS (Recurring) per share | 0.51-3.8% | 0.48-4.0% | 0.29 | 0.46+53.3% | 0.53 | 0.50+212.5% | -1.09-554.2% | 0.30-84.7% |
| EPS (Basic, Before Extraordinaries) per share | 0.51-3.8% | 0.48-4.0% | 0.29 | 0.46+53.3% | 0.53 | 0.50+212.5% | -1.09-554.2% | 0.30-84.7% |
| EPS (Diluted) per share | 0.51-3.8% | 0.48-4.0% | 0.29 | 0.46+53.3% | 0.53 | 0.50+212.5% | -1.09-554.2% | 0.30-84.7% |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 3.00+3.4% | 3.20-4.5% | 3.00-36.8% | 2.81-37.6% | 2.90-36.1% | 3.350.0% | 4.75+67.3% | 4.50+11.1% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 13.06 | 12.44 | 48.01 | 74.46 | - | - | 24.61 | 7.42 |
| Price To Sales Ratio ratio | 2.88 | 3.27 | 3.10 | 3.78 | 3.69 | 3.18 | 3.78 | 3.27 |
| Operating Margin % | 34.16 | 33.24 | 21.94 | 23.36 | 29.06 | 31.26 | -629.04 | 23.52 |
| Net Margin % | 27.07 | 25.94 | 17.08 | 26.12 | 32.83 | 31.23 | -744.39 | 19.80 |
| Shares Outstanding million shares | 226.34+7.0% | 228.86+8.2% | 232.29+9.8% | 235.65+10.2% | 211.52-1.5% | 211.46+19.7% | 211.56+19.8% | 213.91+21.2% |
| Market Capitalization | 5,110.87+33.2% | 5,140.62+59.5% | 4,589.52+31.4% | 4,394.65+18.7% | 3,838.33+8.6% | 3,223.34+30.5% | 3,493.07+43.7% | 3,702.94+47.8% |
Balance sheet, annual
| Metric | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 126.10+36.2% | 92.59+6.1% | 87.23-17.7% | 106.04-26.7% | 144.63+24.1% | 116.59-14.0% | 135.50-9.5% | 149.70 |
| Investments | 4,931.24-12.6% | 5,643.49-1.2% | 5,711.76-23.1% | 7,429.42-23.8% | 9,756.24+83.0% | 5,332.43+188.5% | 1,848.43+8.5% | 1,704.17 |
| Net Loans | 22,753.22+29.7% | 17,549.40+27.2% | 13,799.37+2.8% | 13,420.32+10.4% | 12,157.28+26.7% | 9,593.96+7.8% | 8,899.18+1.4% | 8,774.91 |
| Investment in Unconsolidated Affiliates | 1.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Customer Liability on Acceptances | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 194.08+43.7% | 135.03+21.9% | 110.77-0.5% | 111.31-32.5% | 164.81+25.8% | 130.99+128.0% | 57.45-13.6% | 66.47 |
| Interest Receivables | 97.40+893.9% | 9.80+6.5% | 9.20-28.7% | 12.90 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 431.30+3.5% | 416.65+39.7% | 298.17-18.9% | 367.65+172.9% | 134.73+56.6% | 86.06+34.6% | 63.93+8.6% | 58.85 |
| Other Intangible Assets | 2,173.35+21.0% | 1,795.43+56.3% | 1,148.76-7.0% | 1,234.91+1.8% | 1,212.63+56.1% | 776.99+17.7% | 660.00+2.3% | 645.35 |
| Total Assets | 30,708.19+19.8% | 25,642.40+21.2% | 21,165.26-6.7% | 22,682.54-3.8% | 23,570.33+47.0% | 16,037.02+37.5% | 11,664.50+2.3% | 11,399.46 |
| Total Deposits | 25,470.75+19.6% | 21,291.62+21.0% | 17,596.22-7.3% | 18,974.36-3.3% | 19,628.31+61.5% | 12,155.78+27.3% | 9,551.39+1.6% | 9,399.49 |
| Total Debt | 312.83+77.9% | 175.80+69.3% | 103.83-86.0% | 740.83+499.5% | 123.57+9.0% | 113.38-51.8% | 235.40-29.6% | 334.29 |
| Long Term Debt | 249.43+55.4% | 160.52+74.0% | 92.23+86.2% | 49.53-54.2% | 108.20+8.6% | 99.63+239.2% | 29.37-17.1% | 35.43 |
| Provision for Risks Charges | 16.40+25.2% | 13.10 | 0.00 | 0.00-100.0% | 33.40+21.0% | 27.60+12.7% | 24.50+31.7% | 18.60 |
| Deferred Tax Liabilities | 121.34+43.6% | 84.52+164.2% | 31.99-10.3% | 35.68-38.7% | 58.20-20.1% | 72.83+103.9% | 35.72+68.6% | 21.18 |
| Other Liabilities | 446.32-4.1% | 465.39+1.5% | 458.37-0.3% | 459.88+43.5% | 320.49+33.9% | 239.38+10.1% | 217.34+12.7% | 192.77 |
| Total Liabilities | 26,367.64+19.7% | 22,030.44+21.1% | 18,190.41-10.0% | 20,210.75+0.2% | 20,163.97+59.9% | 12,608.97+25.3% | 10,064.34+1.0% | 9,966.32 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,340.55+20.2% | 3,611.97+21.4% | 2,974.86+20.4% | 2,471.79-27.4% | 3,406.35-0.6% | 3,428.05+114.2% | 1,600.15+11.7% | 1,433.14 |
| Total Shareholders Equity | 4,340.55+20.2% | 3,611.97+21.4% | 2,974.86+20.4% | 2,471.79-27.4% | 3,406.35-0.6% | 3,428.05+114.2% | 1,600.15+11.7% | 1,433.14 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 4,340.55+20.2% | 3,611.97+21.4% | 2,974.86+20.4% | 2,471.79-27.4% | 3,406.35-0.6% | 3,428.05+114.2% | 1,600.15+11.7% | 1,433.14 |
| Total Liabilities & Stockholders Equity | 30,708.19+19.8% | 25,642.40+21.2% | 21,165.26-6.7% | 22,682.54-3.8% | 23,570.33+47.0% | 16,037.02+37.5% | 11,664.50+2.3% | 11,399.46 |
| Book Value Per Share per share | 18.42+9.1% | 16.89+0.2% | 16.86+20.2% | 14.03-23.2% | 18.28-0.4% | 18.36+140.9% | 7.62+11.7% | 6.82 |
| Tangible Book Value Per Share per share | 12.90+7.7% | 11.98-12.2% | 13.65+26.3% | 10.81-27.0% | 14.80-9.4% | 16.34+180.8% | 5.82+16.2% | 5.01 |
| Tier 1 Capital | 3,271.49+3.8% | 3,152.91+4.3% | 3,024.29+9.9% | 2,751.69-2.8% | 2,831.10-6.0% | 3,013.08 | - | - |
| Tier 2 Capital | 279.79+32.7% | 210.89+29.5% | 162.84+5.0% | 155.05+43.7% | 107.91-11.8% | 122.37 | - | - |
| Full-Time Employees people | 2,450+22.6% | 1,998+14.6% | 1,744-18.7% | 2,146+4.2% | 2,059+9.3% | 1,884 | - | - |
| Price to Book Ratio ratio | 1.23 | 1.01 | 1.02 | 1.27 | 1.10 | 0.89 | 1.79 | - |
| Return on Assets % | 0.31 | 0.51 | -0.29 | 0.81 | 0.78 | 0.16 | 1.17 | - |
| Return on Equity % | 2.22 | 3.63 | -2.30 | 6.35 | 4.53 | 0.90 | 8.91 | - |
| Return on Invested Capital % | 1.92 | 3.17 | 7.57 | 7.92 | 4.40 | 0.64 | 8.29 | 8.36 |
| Current Ratio ratio | 0.04 | 0.08 | 0.09 | 0.03 | 0.11 | 0.27 | 0.06 | 0.06 |
Cash flow, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 503.64 | 423.47+45.6% | 290.79-42.6% | 506.29+76.7% | 286.57+112.7% | 134.74+0.9% | 133.55-19.8% | 166.59+4.0% | 160.18 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -69.34 | 14.38 | -6.57-122.7% | 28.90 | -43.03-208.3% | 39.75 | -64.66 | -22.65-144.5% | 50.94 |
| Cash from Operating Activities | 434.30 | 437.86+54.1% | 284.22-46.9% | 535.19+119.8% | 243.54+39.6% | 174.49+153.3% | 68.89-52.1% | 143.94-31.8% | 211.12 |
| Capital Expenditures | -17.12 | -19.43 | -13.54 | -8.14 | -8.63 | -5.73 | -5.14 | -7.19 | -9.03 |
| Net Assets From Acquisitions | -1.41 | -1.41 | 0.00 | 0.00 | 0.00 | -13.44 | -1.36 | 0.00 | -11.50 |
| Sale of Fixed Assets and Businesses | 2.34 | 0.00-100.0% | 39.99 | 0.00-100.0% | 17.31-21.2% | 21.98 | 0.00 | 0.00-100.0% | 0.57 |
| Purchase or Sale of Investments | -337.29 | 435.36-66.1% | 1,282.90-45.4% | 2,350.29+852.9% | 246.65 | -2,373.96 | -1,665.24-4202.6% | 40.59 | -2.79 |
| Purchase of Investments | -1,123.80 | -1,693.37 | -190.57 | -0.72 | -1,235.24 | -3,337.79 | -2,128.54 | -263.46 | -177.11 |
| Sale Or Maturity of Investments | 786.51 | 2,128.73+44.5% | 1,473.48-37.3% | 2,351.01+58.7% | 1,481.88+53.7% | 963.84+108.0% | 463.30+52.4% | 304.05+74.4% | 174.32 |
| Other Uses | 0.00 | 0.00 | -68.56 | -36.94 | -32.89 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.87 | 1.63 | 0.00-100.0% | 488.50+2288.8% | 20.45 | 0.00-100.0% | 1.35 | 0.00-100.0% | 0.74 |
| Cash from Investing Activities | -835.91 | -369.46-134.9% | 1,059.01-55.9% | 2,399.90 | -1,094.05 | -1,985.74 | -2,389.22 | -93.34 | -653.21 |
| Cash Dividends Paid | -123.76 | -105.72 | -82.54 | -66.67 | -65.89 | -51.56 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -250.28 | -101.60 | -28.62 | 0.00 | -201.62 | -23.22-101.4% | 1,614.92 | 0.00 | 0.00 |
| Repurchase of Common Pref Stock | -259.39 | -106.59 | -27.68 | 0.00 | -201.62 | -23.22 | -149.41 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 9.12 | 4.99 | -0.94 | 0.00 | 0.00 | 0.00-100.0% | 1,764.33 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | -0.12 | -0.12 | -0.94 | 0.00 | 0.00 | 0.00-100.0% | 1,764.33 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | -369.34 | -739.95 | -692.61-198.0% | 706.55 | -33.70 | -207.35 | -98.89 | -192.22 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | -692.61-198.0% | 706.55 | -33.70 | -207.35 | -98.89 | -192.22 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 706.55+27285.7% | 2.58 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | -692.61 | 0.00 | -36.28 | -207.35 | -98.89 | -192.22 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | -0.96 | -0.67 | -0.26 | -0.17 | -0.72 | -1.17 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | -0.96 | -0.67 | -0.26 | -0.17 | -0.72 | -1.17 |
| Cash from Financing Activities | 538.26 | -758.41 | -1,029.43 | -2,138.39 | -215.57-121.8% | 988.98-75.3% | 4,011.80+7572.2% | 52.29-86.6% | 390.65 |
| Net Change in Cash | 136.65 | -690.01-319.9% | 313.80-40.1% | 523.57 | -1,062.29 | -822.28-148.6% | 1,691.47+1544.0% | 102.89 | -51.45 |
| Free Cash Flow | 417.18 | 418.42+54.6% | 270.68-48.6% | 527.05+124.4% | 234.91+39.2% | 168.76+164.7% | 63.75-53.4% | 136.75-32.3% | 202.08 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow ratio | 15.49 | 12.04 | 16.70 | 5.01 | 16.91 | 29.64 | 43.96 | - | - |
| Federal Home Loan Advances Increase (Decrease) | - | 16.77-38.5% | 27.29-23.0% | 35.46 | -30.46-763.6% | 4.59+1986.4% | 0.22-97.5% | 8.93+41.5% | 6.31 |
Balance sheet, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 149.94+27.7% | 175.55+10.6% | 111.43-13.4% | 126.10+36.2% | 117.37+19.4% | 158.70+117.7% | 128.65+80.0% | 92.59+6.1% |
| Investments | 5,544.68+13.8% | 5,243.22+3.8% | 5,125.37+3.2% | 4,931.24-12.6% | 4,870.76-14.0% | 5,051.60-7.5% | 4,965.08-12.2% | 5,643.49-1.2% |
| Net Loans | 23,238.01+26.8% | 22,956.05+26.9% | 22,596.15+27.7% | 22,753.22+29.7% | 18,332.68+4.7% | 18,083.01+29.6% | 17,691.38+27.2% | 17,549.40+27.2% |
| Investment in Unconsolidated Affiliates | 1.30-13.3% | 1.40-12.5% | 1.40-22.2% | 1.50 | 1.50 | 1.60 | 1.80 | 0.00 |
| Net Property, Plant & Equipment | 192.97+33.3% | 189.28+33.1% | 188.23+31.2% | 194.08+43.7% | 144.78-2.0% | 142.16+30.5% | 143.43+30.8% | 135.03+21.9% |
| Interest Receivables | 103.00+26.7% | 99.40+22.4% | 98.50+26.3% | 97.40+893.9% | 81.30+713.0% | 81.20+745.8% | 78.00+590.3% | 9.80+6.5% |
| Deferred Tax Assets | 316.86+25.3% | 293.66+5.1% | 306.06+1.4% | 431.30+3.5% | 252.88-20.8% | 279.30+1.2% | 301.75+10.8% | 416.65+39.7% |
| Other Intangible Assets | 2,153.32+30.0% | 2,183.41+31.6% | 2,205.43+31.6% | 2,173.35+21.0% | 1,656.42-6.1% | 1,658.60+42.7% | 1,675.96+45.9% | 1,795.43+56.3% |
| Total Assets | 31,700.09+24.5% | 31,141.96+22.3% | 30,632.57+22.6% | 30,708.19+19.8% | 25,457.70-0.2% | 25,456.17+21.0% | 24,986.04+18.0% | 25,642.40+21.2% |
| Total Deposits | 26,016.81+23.2% | 25,919.31+22.1% | 25,105.25+20.7% | 25,470.75+19.6% | 21,117.35-0.5% | 21,220.78+21.0% | 20,797.10+17.7% | 21,291.62+21.0% |
| Total Debt | 1,004.50+668.3% | 495.51+260.3% | 813.83+454.5% | 312.83+77.9% | 130.74-14.4% | 137.54+35.3% | 146.78+36.3% | 175.80+69.3% |
| Long Term Debt | 1,004.50+691.3% | 495.51+268.7% | 813.83+482.2% | 249.43+55.4% | 126.95-14.6% | 134.40+32.2% | 139.78+29.8% | 160.52+74.0% |
| Provision for Risks Charges | 16.20+18.2% | 17.30+34.1% | 16.20+24.6% | 16.40+25.2% | 13.70-2.1% | 12.90+11.2% | 13.00+7.4% | 13.10 |
| Deferred Tax Liabilities | - | - | - | 121.34+43.6% | - | - | - | 84.52+164.2% |
| Other Liabilities | 462.85+18.6% | 426.62+6.4% | 411.31-7.8% | 446.32-4.1% | 390.39-13.7% | 401.06-5.8% | 446.22+2.5% | 465.39+1.5% |
| Total Liabilities | 27,500.36+27.0% | 26,858.74+23.4% | 26,346.59+23.1% | 26,367.64+19.7% | 21,652.17-0.8% | 21,772.28+20.4% | 21,403.11+17.5% | 22,030.44+21.1% |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,199.72+10.4% | 4,283.21+16.3% | 4,285.98+19.6% | 4,340.55+20.2% | 3,805.53+3.7% | 3,683.89+24.1% | 3,582.93+21.3% | 3,611.97+21.4% |
| Total Shareholders Equity | 4,199.72+10.4% | 4,283.21+16.3% | 4,285.98+19.6% | 4,340.55+20.2% | 3,805.53+3.7% | 3,683.89+24.1% | 3,582.93+21.3% | 3,611.97+21.4% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 4,199.72+10.4% | 4,283.21+16.3% | 4,285.98+19.6% | 4,340.55+20.2% | 3,805.53+3.7% | 3,683.89+24.1% | 3,582.93+21.3% | 3,611.97+21.4% |
| Total Liabilities & Stockholders Equity | 31,700.09+24.5% | 31,141.96+22.3% | 30,632.57+22.6% | 30,708.19+19.8% | 25,457.70-0.2% | 25,456.17+21.0% | 24,986.04+18.0% | 25,642.40+21.2% |
| Book Value Per Share per share | 18.56+3.2% | 18.72+7.5% | 18.45+8.9% | 18.42+9.1% | 17.99+5.3% | 17.42+3.7% | 16.94+1.3% | 16.89+0.2% |
| Tangible Book Value Per Share per share | 12.96-1.4% | 13.13+4.8% | 12.90+7.4% | 12.90+7.7% | 13.14+8.0% | 12.53-7.9% | 12.01-11.1% | 11.98-12.2% |
| Full-Time Employees people | - | - | - | 2,450+22.6% | - | - | - | 1,998+14.6% |
| Price to Book Ratio ratio | 1.23 | 1.21 | 1.06 | 1.02 | 1.04 | 0.90 | 0.97 | 1.01 |
| Return on Assets % | 1.33 | 1.33 | 1.33 | 0.31 | 0.19 | -0.27 | -0.59 | 0.51 |
| Return on Equity % | 9.52 | 9.44 | 9.43 | 2.22 | 1.32 | -1.89 | -4.18 | 3.63 |
| Return on Invested Capital % | 2.13 | 2.20 | 1.28 | 2.17 | 2.70 | 2.63 | -5.85 | 1.61 |
| Current Ratio ratio | 0.05 | 0.03 | 0.04 | 0.04 | 0.04 | 0.05 | 0.04 | 0.08 |
Cash flow, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 149.39-0.4% | 133.54-1.5% | 85.18+3362.6% | 135.53+37.1% | 149.98+124.6% | 135.51+145.0% | 2.46-96.5% | 98.88-64.9% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 34.15+75.4% | 22.11 | -94.55-309.7% | -31.06 | 19.47-53.2% | -19.12 | 45.09 | -10.03-127.8% |
| Cash from Operating Activities | 183.55+8.3% | 155.66+33.7% | -9.37-119.7% | 104.47+17.6% | 169.45+56.4% | 116.39+114.1% | 47.55+45.6% | 88.84-72.1% |
| Capital Expenditures | -4.96 | -4.82 | -3.05 | -4.28 | -8.78 | -4.57 | -1.80 | -5.30 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | -1.41 | 0.00 | 0.00 | 0.00 | 0.00-100.0% |
| Sale of Fixed Assets and Businesses | 2.34 | 0.00 | 0.00 | 0.00-100.0% | 0.00-100.0% | 0.00 | 0.00 | 15.12 |
| Purchase or Sale of Investments | -129.01-241.5% | -267.27-530.4% | -153.28-319.5% | 212.27+818.9% | 91.16-90.8% | 62.10-66.3% | 69.84-20.2% | 23.10-77.0% |
| Purchase of Investments | -254.55 | -390.05 | -271.92 | -207.27 | -46.71 | -80.56 | -1,358.82 | -189.57 |
| Sale Or Maturity of Investments | 125.54-8.9% | 122.78-13.9% | 118.64-91.7% | 419.54+97.3% | 137.87-86.1% | 142.66-22.6% | 1,428.66+1530.0% | 212.67+111.9% |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -18.74 |
| Other Sources | 0.10-90.2% | 0.00-100.0% | 0.49 | 0.29 | 1.02 | 0.33 | 0.00 | 0.00-100.0% |
| Cash from Investing Activities | -405.45 | -621.39 | -12.96 | 203.89 | -174.87-117.1% | -316.91-392.4% | -81.57 | -29.97-105.5% |
| Cash Dividends Paid | -32.36 | -33.12 | -28.81 | -29.48 | -25.88 | -26.27 | -24.09 | -24.26 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -57.68 | -72.00 | -70.93 | -49.67 | 0.00 | -5.47 | -46.46 | -15.05 |
| Repurchase of Common Pref Stock | -57.68 | -73.70 | -73.35 | -54.66 | 0.00 | -5.47 | -46.46 | -15.05 |
| Sale of Common Pref Stock | 0.00 | 1.70 | 2.42 | 4.99 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | -0.12 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 505.34 | -318.62 | 502.27 | -342.99-1586.1% | -8.37 | -6.72 | -11.27-348.2% | 23.08 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | 512.80 | 390.33+1.3% | 37.02 | -401.89-786.5% | -137.68 | 385.22 | -604.06-1156.8% | 58.54 |
| Net Change in Cash | 290.90 | -75.40-140.8% | 14.69 | -93.54-179.7% | -143.10-203.2% | 184.70+1461.3% | -638.08-1488.9% | 117.40+39.3% |
| Free Cash Flow | 178.59+11.2% | 150.84+34.9% | -12.43-127.2% | 100.18+19.9% | 160.67+50.7% | 111.83+122.2% | 45.75+51.6% | 83.54-73.4% |
| Price to Free Cash Flow ratio | 15.49 | 17.29 | 17.49 | 12.75 | 12.02 | 12.11 | 16.61 | 18.58 |
Revenue breakdown
USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Card Income | 16.61 | 18.26 | +9.9% | 13.6% |
| Investment Advisory Fees | 46.13 | 69.92 | +51.6% | 52.1% |
| Other Non-interest Income | 17.88 | 10.88 | -39.2% | 8.1% |
| Service Charge On Deposit Accounts | 32.00 | 35.04 | +9.5% | 26.1% |
| Total | 112.62 | 134.09 | +19.1% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| United States | 112.62 | 134.09 | +19.1% | 100.0% |
| Total | 112.62 | 134.09 | +19.1% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 9.00% | 19.0M | 210.8M | 2.20M |
| 2026-10-15 | 9.28% | 19.6M | 210.8M | 2.40M |
| 2026-09-30 | 9.26% | 19.5M | 210.8M | 2.38M |
| 2026-09-15 | 7.97% | 16.8M | 210.8M | 3.05M |
| 2026-08-31 | 7.43% | 15.7M | 210.8M | 3.23M |
| 2026-08-14 | 7.40% | 15.6M | 210.9M | 3.22M |
| 2026-07-31 | 7.79% | 16.6M | 213.3M | 3.19M |
| 2026-07-15 | 8.94% | 19.1M | 213.3M | 3.12M |
| 2026-06-30 | 8.76% | 18.7M | 213.3M | 3.01M |
| 2026-06-15 | 4.57% | 9.7M | 213.2M | 2.19M |
| 2026-05-29 | 3.95% | 8.4M | 213.5M | 2.00M |
| 2026-05-15 | 3.87% | 8.3M | 213.5M | 2.10M |
| 2026-04-30 | 3.43% | 7.4M | 216.1M | 2.24M |
| 2026-04-15 | 3.59% | 7.8M | 216.4M | 2.10M |
| 2026-03-31 | 3.81% | 8.3M | 217.1M | 2.10M |
| 2026-03-13 | 3.67% | 8.0M | 217.1M | 2.10M |
| 2026-02-27 | 3.29% | 7.1M | 217.1M | 2.09M |
| 2026-02-13 | 3.88% | 8.6M | 220.7M | 2.10M |
| 2026-01-30 | 3.60% | 8.0M | 220.7M | 2.23M |
| 2026-01-15 | 3.50% | 7.7M | 220.7M | 2.58M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 2.50 | 19.00 | 22.10 | 19.68 | 22.442 | 0.00 | 0.00 | 0.995 | -0.019 | 0.000 |
| call | 5.00 | 16.60 | 19.60 | 0.00 | 12.844 | 0.00 | 0.00 | 0.984 | -0.048 | 0.001 |
| call | 7.50 | 14.10 | 17.10 | 12.30 | 9.367 | 0.00 | 0.00 | 0.978 | -0.048 | 0.002 |
| call | 10.00 | 11.60 | 15.00 | 0.00 | 6.874 | 0.00 | 0.00 | 0.965 | -0.058 | 0.003 |
| call | 12.50 | 8.30 | 12.40 | 0.00 | 6.104 | 0.00 | 0.00 | 0.954 | -0.055 | 0.003 |
| call | 15.00 | 6.60 | 9.40 | 0.00 | 4.199 | 0.00 | 0.00 | 0.881 | -0.125 | 0.007 |
| call | 17.50 | 3.30 | 7.30 | 5.70 | 3.590 | 73.00 | 0.00 | 0.840 | -0.111 | 0.008 |
| call | 20.00 | 0.90 | 4.90 | 2.93 | 2.693 | 122 | 0.00 | 0.763 | -0.096 | 0.010 |
| call | 22.50 | 0.25 | 2.30 | 0.72 | 1.641 | 182 | 0.00 | 0.562 | -0.105 | 0.013 |
| call | 25.00 | 0.00 | 0.75 | 1.70 | 1.169 | 1.00 | 0.00 | 0.322 | -0.089 | 0.012 |
| call | 30.00 | 0.00 | 0.75 | 0.10 | 2.043 | 5.00 | 0.00 | 0.220 | -0.129 | 0.010 |
| call | 35.00 | 0.00 | 0.75 | 0.00 | 2.671 | 0.00 | 0.00 | 0.183 | -0.151 | 0.009 |
| put | 2.50 | 0.00 | 0.05 | 0.01 | 6.883 | 3.00 | 0.00 | -0.005 | -0.018 | 0.000 |
| put | 5.00 | 0.00 | 0.75 | 0.05 | 5.997 | 1.00 | 0.00 | -0.015 | -0.049 | 0.001 |
| put | 7.50 | 0.00 | 3.40 | 0.74 | 4.460 | 2.00 | 0.00 | -0.021 | -0.049 | 0.002 |
| put | 10.00 | 0.00 | 0.75 | 0.00 | 3.607 | 0.00 | 0.00 | -0.034 | -0.058 | 0.003 |
| put | 12.50 | 0.00 | 0.20 | 1.43 | 2.620 | 1.00 | 0.00 | -0.044 | -0.050 | 0.003 |
| put | 15.00 | 0.00 | 0.75 | 0.00 | 2.714 | 0.00 | 0.00 | -0.106 | -0.106 | 0.006 |
| put | 17.50 | 0.00 | 0.70 | 0.38 | 2.145 | 70.00 | 0.00 | -0.160 | -0.111 | 0.008 |
| put | 20.00 | 0.00 | 0.75 | 0.34 | 1.450 | 1.00 | 0.00 | -0.237 | -0.095 | 0.010 |
| put | 22.50 | 0.00 | 1.10 | 1.55 | 0.930 | 6.00 | 0.00 | -0.438 | -0.104 | 0.013 |
| put | 25.00 | 0.60 | 3.50 | 3.50 | 1.588 | 0.00 | 0.00 | -0.676 | -0.089 | 0.012 |
| put | 30.00 | 5.70 | 9.20 | 0.00 | 3.120 | 0.00 | 0.00 | -0.779 | -0.127 | 0.010 |
| put | 35.00 | 10.90 | 13.50 | 0.00 | 3.213 | 0.00 | 0.00 | -0.816 | -0.149 | 0.009 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-10 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-05 | SEC |
| 2026-11-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-05 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-30 | SCHEDULE 13G | SEC | ||
| 2026-10-22 | 8-K | Current report | 2026-10-22 | SEC |
| 2026-09-15 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-14 | SEC |
| 2026-09-14 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-03 | SEC |
| 2026-09-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-03 | SEC |
| 2026-09-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-02 | SEC |
| 2026-09-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-09-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-09-01 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-01 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-25 | SEC |
| 2026-08-25 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-25 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-24 | SEC |
| 2026-08-24 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-21 | SEC |
| 2026-08-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-21 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-20 | SEC |
| 2026-08-20 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-19 | SEC |
| 2026-08-19 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-07 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-07 | SCHEDULE 13G | SEC | ||
| 2026-07-31 | SCHEDULE 13G | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 755.04K | 1 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 1.41M | 5 |
| 2026-08 | 0 | 0 | 962.14K | 5 |
| 2026-07 | 0 | 0 | 38.83K | 1 |
| 2026-06 | 0 | 0 | 37.55K | 1 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 188.10K | 2 | 0 | 0 |
| 2026-02 | 0 | 0 | 216.50K | 1 |
| 2026-01 | 0 | 0 | 427.46K | 1 |
| 2025-12 | 0 | 0 | 172.71K | 2 |
| 2025-11 | 0 | 0 | 6.14M | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 9.70% |
| FMR LLC | 7.18% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.68% |
| T. Rowe Price Investment Management, Inc. | 5.46% |
| STATE STREET CORP | 4.85% |
| DIMENSIONAL FUND ADVISORS LP | 4.51% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.07% |
| GOLDMAN SACHS GROUP INC | 3.25% |
| HoldCo Asset Management, LP | 3.19% |
| JENNISON ASSOCIATES LLC | 2.82% |
Funds
| Fund | % owned |
|---|---|
| Strategic Advisers Fidelity U.S. Total Stock Fund | 3.07% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 2.86% |
| iShares Russell 2000 ETF | 2.34% |
| iShares Core S&P Small-Cap ETF | 2.12% |
| VANGUARD SMALL-CAP INDEX FUND | 2.06% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1.37% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 1.31% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1.23% |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1.19% |
| U.S. SMALL CAP VALUE PORTFOLIO | 1.18% |
OakChart. EBC. Cached 15 minutes. Terms