Washington Trust Bancorp Inc
WASHFinancial·Banks - Regional·USA·Small·NASD·Nov 13 • 4:26 AM ET
38.78-0.17 (-0.44%)
2026-11-13 13:20 CET
Market cap
$740.37M
Revenue, TTM
- USD m
Net income, TTM
63.94 USD m
Free cash flow, TTM
67.42 USD m
EPS diluted, TTM
3.33
11.65
Price
WASH against its 20, 50 and 200-day averagesPatternshover a marker to name it
5.7% under the 52-week high of 41.11 on 5 Nov 2026. 52-week low 26.52 on 19 Nov 2025. Last 15 sessions, 7.1% high to low
Volume 0.00× normal · the line is the 50-bar volume average
Setup. RS line 47
CANSLIM 3 of 6 — fails: EPS Growth This Year: High (>25%); Performance: Year +50%; Average Volume: Over 200K
VCP 6 of 6
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 1 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; 20-Day High/Low: 0-5% below High; Relative Volume: Over 1.5
Leaders 3 of 5 — fails: Performance: Year +50%; Average Volume: Over 500K
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 1 of 4 — fails: EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 1 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); 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 2 of 4 — fails: Dividend Growth: Growing 2+ Years; Payout Ratio: Low (<20%)
Small Cap 2 of 4 — fails: Average Volume: Over 500K; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100%; Average Volume: Over 500K
Profile
WASH52-week range, 84% of the way up
26.5241.11
Washington Trust Bancorp, Inc. is a bank holding company, which engages in the provision of financial services, including business banking, personal banking and wealth management, and trust services. It operates through the Commercial Banking and Wealth Management Services segment. The Commercial Banking segment includes commercial, residential and consumer lending activities, mortgage banking activities, deposit generation, cash management activities and direct banking activities, which include the operation of ATMs, telephone and internet banking services and customer support and sales. The Wealth Management Services segment consists of investment management, financial planning, personal trust and estate services, including services as trustee, personal representative, custodian and guardian and institutional trust services, including fiduciary services. The company was founded on January 5, 1984 and is headquartered in Westerly, RI.
| Index | RUT |
|---|---|
| Employees | 642 |
| IPO | Jun 08, 1987 |
| Beta | 0.72 |
| ATR, 14d | 0.92 |
| Rel volume | 0.00 |
| Short float | 7.29% |
| Insider own | 2.26% |
| Inst own | 78.31% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | $740.37M |
| Enterprise Value | - |
| Income | 63.94M |
| Sales | 378.10M |
| Book / share | 27.82 |
| Cash / share | - |
| Dividend Est. | - |
| Dividend TTM | 2.24 (5.78%) |
| Dividend Ex-Date | Oct 01, 2026 |
| Dividend Gr. 3/5Y | 0.91% 1.79% |
| Payout | 82.67% |
| Employees | 642 |
| IPO | Jun 08, 1987 |
Ratios
| Price / earnings | 11.65 |
|---|---|
| Forward price / earnings | 10.71 |
| Price / earnings / growth | 1.05 |
| Price / sales | 1.96 |
| Price / book | 1.39 |
| Price / cash | - |
| Price / free cash flow | 10.98 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.03 |
| Debt / equity | 0.82 |
| Long-term debt / equity | 0.38 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 3.33 |
|---|---|
| Earnings next year | 3.62 |
| Earnings next quarter | 0.87 |
| Earnings this year | 24.06% |
| Earnings next year | 7.68% |
| Earnings growth, 5 years | 10.20% |
| Past earnings growth | -12.98% -7.51% |
| Past sales growth | 14.89% 8.26% |
| Earnings vs last year | 310.13% |
| Sales vs last year | 29.26% |
| Earnings vs last quarter | 78.51% |
| Sales vs last quarter | -1.86% |
| Earnings | Oct 19 AMC |
| Surprise | 15.93% 3.73% |
Ownership
| Insiders own | 2.26% |
|---|---|
| Insider trades | -0.28% |
| Institutions own | 78.31% |
| Institution trades | 6.59% |
| Return on assets | 0.96% |
| Return on equity | 12.02% |
| Return on capital | 8.74% |
| Gross Margin | - |
| Operating margin | 21.52% |
| Profit Margin | 16.91% |
| 20-day average | -0.42% |
| 50-day average | 0.25% |
| 200-day average | 7.60% |
Technical
| Shares out | 19.08M |
|---|---|
| Shares floating | 18.66M |
| Short / float | 7.29% |
| Short ratio | 10.03 |
| Short interest | 1.36M |
| 52-week high | 41.11 -5.7% |
| 52-week low | 26.52 +46.2% |
| Volatility | 1.88% 2.36% |
| Average range | 0.92 |
| Strength index | 49.74 |
| Market sensitivity | 0.72 |
| Relative volume | 0.00 |
| Avg Volume | 135.62K |
| Volume | 1 |
Performance
| Perf Week | 0.41% |
|---|---|
| Perf Month | 4.60% |
| Perf Quarter | -3.59% |
| Perf Half Y | 25.41% |
| Perf YTD | 31.22% |
| Perf Year | 39.53% |
| Perf 3Y | 58.27% |
| Perf 5Y | -32.81% |
| Perf 10Y | -23.06% |
| Recommendation | 3.00 |
| Target Price | 39.00 |
| Prev Close | 38.95 |
| Price | 38.78 |
| Change % | -0.44% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 22, 2026 | Downgrade | Seaport Research Partners | Buy → Neutral | ||
| Mar 16, 2026 | Resumed | Piper Sandler | Neutral | $32 | -17.5% |
| Jul 22, 2025 | Downgrade | Piper Sandler | Neutral → Underweight | $28 | -27.8% |
| May 28, 2025 | Initiated | BofA Securities | Neutral | $28 | -27.8% |
| Mar 14, 2025 | Upgrade | Seaport Research Partners | Neutral → Buy | $36 | -7.2% |
| Oct 22, 2024 | Upgrade | Piper Sandler | Underweight → Neutral | $30 → $34 | -12.3% |
| Jan 31, 2024 | Downgrade | Seaport Research Partners | Buy → Neutral | ||
| Sep 12, 2023 | Initiated | Seaport Research Partners | Buy | $34 | -12.3% |
| May 15, 2023 | Upgrade | Piper Sandler | Underweight → Neutral | $27 → $26 | -32.9% |
| Apr 24, 2023 | Downgrade | Piper Sandler | Neutral → Underweight |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| BHB | Bar Harbor Bankshares Inc | 693.94M |
| CAC | Camden National Corp | 1.00B |
| BWFG | Bankwell Financial Group Inc | 570.08M |
| BBT | Beacon Financial Corp | 2.58B |
| HIFS | Hingham Institution For Savings | 655.43M |
| PGC | Peapack-Gladstone Financial Corp | 812.27M |
| INDB | Independent Bank Corp | 3.91B |
| WNEB | Western New England Bancorp Inc | 268.11M |
| FNLC | First Bancorp Inc (ME) | 415.25M |
| NBN | Northeast Bank | 1.09B |
Insider trading
8 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Santos Edwin J | Director | Oct 26 '26 | Sale | 39.25 | 1,200 | 47,100 | 9,110 | Oct 28 01:46 PM |
| Santos Edwin J | Director | Oct 26 '26 | Proposed Sale | 39.25 | 1,200 | 47,100 | Oct 26 10:09 AM | |
| Handy Edward O. III | Chairman and CEO | Jul 28 '26 | Sale | 38.94 | 1 | 35 | 33,453 | Jul 28 03:36 PM |
| Lora Rolando A | EVP Ch Ret Len Off Dir Com Len | Apr 30 '26 | Sale | 31.55 | 885 | 27,926 | 11,292 | May 04 01:50 PM |
| Lora Rolando A | Officer | Apr 30 '26 | Proposed Sale | 31.56 | 885 | 27,926 | Apr 30 01:45 PM | |
| Handy Edward O. III | Chairman and CEO | Apr 27 '26 | Buy | 31.32 | 3,195 | 100,079 | 51,442 | Apr 28 05:08 PM |
| Ohsberg Ronald S. | SEVP, CFO and Treasurer | Apr 24 '26 | Buy | 31.00 | 1,606 | 49,786 | 29,705 | Apr 28 05:07 PM |
| Brown James Cannon | SEVP, Chief Comm'l Banking Off | Apr 23 '26 | Buy | 31.17 | 32,000 | 997,572 | 37,280 | Apr 27 03:57 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 |
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 33.08B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.56B |
| KRE | State Street SPDR S&P Regional Banking ETF | AUM: 4.36B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.17B |
| KBWD | Invesco KBW High Dividend Yield Financial ETF | AUM: 324.71M |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.64B |
| VTWO | Vanguard Russell 2000 Index ETF | AUM: 16.90B |
News
latest 14 of 200- American Banker names Washington Trust to Best Banks to Work For 2026 list (PR Newswire)
- Washington Trust Joins Veterans Benefits Banking Program (PR Newswire)
- Washington Trust: Q3 Earnings Snapshot (Associated Press)
- Washington Trust Reports Third Quarter 2026 Results (PR Newswire)
- Washington Trust Announces Date of Third Quarter 2026 Earnings Release, Conference Call and Webcast (PR Newswire)
- Washington Trust Bancorp, Inc. Announces Quarterly Dividend (PR Newswire)
- Washington Trust launches Age With Wisdom education series to help Rhode Island and Connecticut older adults prevent financial exploitation and plan for the future (PR Newswire)
- Washington Trust Bancorp Inc (WASH) Q2 2026 Earnings Call Highlights: Strong Net Income and ... (GuruFocus.com) +8.15%
- Washington Trust: Q2 Earnings Snapshot (Associated Press)
- Washington Trust Reports Second Quarter 2026 Results (PR Newswire)
- Washington Trust to open 30th branch in historic Bristol, R.I. (PR Newswire)
- Washington Trust Announces Date of Second Quarter 2026 Earnings Release, Conference Call and Webcast (PR Newswire)
- Washington Trust Bancorp, Inc. Announces Quarterly Dividend (PR Newswire)
- Forbes names Washington Trust to America's Best-In-State Banks list for eighth consecutive year (PR Newswire)
Quarterly earnings
2026Q3 EPS 1.010 beat 0.871, from 0.560 a year earlier. Sales 64.96 beat 62.62, from 56.47 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 | 2026-10-19 16:30 | 1.010 | 0.871 | 1.010 | 64.96 | 62.62 | EPS +15.9% · sales +3.7% | vs 2025Q3, year-ago quarter · EPS +80.4% · sales +15.0% | 4 EPS · 2 sales | Open +3.85% vs SPY -0.08%. Close +4.15% vs SPY +0.34% |
| 2026Q2ended 2026-06-30 | 2026-07-20 16:30 | 0.830 | 0.769 | 0.832 | 60.47 | 59.91 | EPS +7.9% · sales +0.9% | vs 2025Q2, year-ago quarter · EPS +22.1% · sales +11.4% | 4 EPS · 2 sales | Open +3.94% vs SPY +0.57%. Close +8.15% vs SPY +0.83% |
| 2026Q1ended 2026-03-31 | 2026-04-20 16:30 | 0.660 | 0.759 | 0.657 | 57.83 | 58.24 | EPS -13.0% · sales -0.7% | vs 2025Q1, year-ago quarter · EPS +4.8% · sales -2.1% | 4 EPS · 2 sales | Open -13.13% vs SPY +0.22%. Close -16.90% vs SPY -0.65% |
| 2025Q4ended 2025-12-31 | 2026-01-28 16:30 | 0.830 | 0.749 | 0.834 | 59.25 | 56.38 | EPS +10.8% · sales +5.1% | vs 2024Q4, year-ago quarter · EPS -124.0% · sales -231.8% | 4 EPS · 1 sales | Open +5.00% vs SPY +0.14%. Close +12.69% vs SPY -0.20% |
| 2025Q3ended 2025-09-30 | 2025-10-20 16:30 | 0.560 | 0.464 | 0.564 | 56.47 | 56.39 | EPS +20.6% · sales +0.1% | vs 2024Q3, year-ago quarter · EPS -12.5% · sales +16.3% | 4 EPS · 1 sales | Open +0.60% vs SPY +0.02%. Close +2.65% vs SPY 0.00% |
| 2025Q2ended 2025-06-30 | 2025-07-21 16:30 | 0.680 | 0.633 | 0.684 | 54.26 | 54.07 | EPS +7.4% · sales +0.4% | vs 2024Q2, year-ago quarter · EPS +7.9% · sales +12.5% | 4 EPS · 1 sales | Open +0.48% vs SPY +0.05%. Close -2.34% vs SPY +0.01% |
| 2025Q1ended 2025-03-31 | 2025-04-21 08:30 | 0.630 | 0.630 | 0.629 | 59.07 | 53.16 | EPS 0.0% · sales +11.1% | vs 2024Q1, year-ago quarter · EPS -1.6% · sales +21.0% | 3 EPS · 1 sales | Open -1.62% vs SPY -1.00%. Close -3.56% vs SPY -2.38% |
| 2024Q4ended 2024-12-31 | 2025-01-29 16:30 | -3.460 | 0.580 | -3.483 | -44.96 | 46.45 | EPS -696.6% · sales -196.8% | vs 2023Q4, year-ago quarter · EPS -555.3% · sales -197.8% | 2 EPS · 1 sales | Open -4.59% vs SPY +0.36%. Close -0.77% vs SPY +0.54% |
| 2024Q3ended 2024-09-30 | 2024-10-21 16:30 | 0.640 | 0.557 | 0.640 | 48.53 | 47.87 | EPS +15.0% · sales +1.4% | vs 2023Q3, year-ago quarter · EPS -1.5% · sales -0.9% | 3 EPS · 1 sales | Open +2.16% vs SPY -0.44%. Close +8.06% vs SPY -0.05% |
| 2024Q2ended 2024-06-30 | 2024-07-22 16:30 | 0.630 | 0.493 | 0.632 | 48.25 | 46.97 | EPS +27.7% · sales +2.7% | vs 2023Q2, year-ago quarter · EPS -4.5% · sales +0.9% | 3 EPS · 1 sales | Open -1.09% vs SPY -0.02%. Close +5.62% vs SPY -0.16% |
| 2024Q1ended 2024-03-31 | 2024-04-22 08:30 | 0.640 | 0.453 | 0.640 | 48.83 | 46.07 | EPS +41.4% · sales +6.0% | vs 2023Q1, year-ago quarter · EPS -13.5% · sales -3.3% | 4 EPS · 2 sales | Open +2.23% vs SPY +0.54%. Close +0.78% vs SPY +0.92% |
| 2023Q4ended 2023-12-31 | 2024-01-24 16:30 | 0.760 | 0.568 | 0.758 | 45.96 | 48.94 | EPS +33.9% · sales -6.1% | vs 2022Q4, year-ago quarter · EPS -20.0% · sales -16.6% | 4 EPS · 2 sales | Open +0.71% vs SPY +0.45%. Close -5.17% vs SPY +0.54% |
| 2023Q3ended 2023-09-30 | 2023-10-23 16:30 | 0.650 | 0.583 | 0.654 | 48.98 | 49.04 | EPS +11.6% · sales -0.1% | vs 2022Q3, year-ago quarter · EPS -39.8% · sales -14.1% | 4 EPS · 2 sales | - |
| 2023Q2ended 2023-06-30 | 2023-07-24 16:30 | 0.660 | 0.627 | 0.660 | 47.83 | 48.41 | EPS +5.3% · sales -1.2% | vs 2022Q2, year-ago quarter · EPS -42.1% · sales -10.4% | 3 EPS · 2 sales | - |
| 2023Q1ended 2023-03-31 | 2023-04-24 08:30 | 0.740 | 0.900 | 0.745 | 50.48 | 54.71 | EPS -17.8% · sales -7.7% | vs 2022Q1, year-ago quarter · EPS -21.3% · sales -3.4% | 3 EPS · 2 sales | - |
| 2022Q4ended 2022-12-31 | 2023-01-25 16:30 | 0.950 | 1.090 | 0.955 | 55.13 | 59.68 | EPS -12.8% · sales -7.6% | vs 2021Q4, year-ago quarter · EPS -17.4% · sales -5.0% | 4 EPS · 2 sales | - |
Annual earnings
2025FY EPS 2.710 beat 2.623, from -1.630 a year earlier. Sales 229.05 beat 219.67, from 100.65 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 | - | 3.627 | - | - | 273.87 | 10.69 |
| 2027FYestimate | - | 3.620 | - | - | 262.9 | 10.71 |
| 2026FYestimate | - | 3.362 | - | - | 246.89 | 11.53 |
| 2025FY | 2.710 | 2.623 | 2.710 | 229.05 | 219.67 | 10.90 |
| 2024FY | -1.630 | 2.420 | -1.635 | 100.65 | 189.66 | 12.96 |
| 2023FY | 2.820 | 2.613 | 2.819 | 193.24 | 196.24 | 11.48 |
| 2022FY | 4.110 | 4.253 | 4.113 | 218.59 | 223.56 | 11.48 |
| 2021FY | 4.390 | 4.222 | 4.391 | 228.83 | 224.65 | 12.84 |
| 2020FY | 4.000 | 3.918 | 4.004 | 226.89 | 221.86 | 11.20 |
| 2019FY | 3.960 | 4.030 | 3.961 | 200.49 | 202.06 | 13.58 |
| 2018FY | 3.930 | 3.935 | 3.927 | 194.4 | 194.48 | 12.09 |
| 2017FY | 3.000 | 2.938 | 2.643 | 184.34 | 185.62 | 17.75 |
| 2016FY | 2.700 | 2.678 | 2.696 | 175.61 | 174.75 | 20.76 |
| 2015FY | 2.540 | 2.573 | 2.539 | 162.32 | 162.2 | 15.27 |
| 2014FY | 2.410 | 2.385 | 2.410 | 158.52 | 150.65 | 16.09 |
| 2013FY | 2.160 | 2.220 | 2.160 | 153.87 | 158.15 | 17.95 |
| 2012FY | 2.130 | 2.160 | 2.130 | 155.91 | 155.3 | 18.21 |
| 2011FY | 1.820 | 1.813 | 1.820 | 137.72 | 136.05 | 21.31 |
| 2010FY | 1.490 | 1.447 | 1.490 | 126 | 125.7 | 26.03 |
Estimate revisions
Latest snapshot of each period and type. 2026FY E 3.36 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-04 | 3.36 | +0.4% |
| 2026Q4 | E | per share | 2026-11-04 | 0.87 | -0.4% |
| 2026FY | R | per share | 2026-11-04 | 3.36 | +0.4% |
| 2026Q4 | R | per share | 2026-11-04 | 0.87 | -0.4% |
| 2026Q4 | S | per share | 2026-10-20 | 64.31 | +1.2% |
| 2026FY | S | - | 2026-10-20 | 246.89 | +0.9% |
| 2026Q3 | E | per share | 2026-10-11 | 0.87 | 0.0% |
| 2026Q3 | R | per share | 2026-10-11 | 0.87 | 0.0% |
| 2026Q3 | S | per share | 2026-10-06 | 62.62 | -0.4% |
| 2026Q2 | E | per share | 2026-07-18 | 0.77 | 0.0% |
| 2026Q2 | R | per share | 2026-07-18 | 0.77 | 0.0% |
| 2026Q2 | S | per share | 2026-07-05 | 59.91 | 0.0% |
| 2026Q1 | E | per share | 2026-04-14 | 0.76 | 0.0% |
| 2026Q1 | R | per share | 2026-04-14 | 0.76 | 0.0% |
| 2026Q1 | S | per share | 2026-04-14 | 58.24 | 0.0% |
| 2025FY | E | per share | 2026-01-11 | 2.62 | 0.0% |
| 2025Q4 | E | per share | 2026-01-11 | 0.75 | 0.0% |
| 2025FY | R | per share | 2026-01-11 | 2.62 | 0.0% |
| 2025Q4 | R | per share | 2026-01-11 | 0.75 | 0.0% |
| 2025Q4 | S | per share | 2025-10-21 | 56.38 | -0.2% |
| 2025FY | S | - | 2025-10-21 | 219.67 | +0.0% |
| 2025Q3 | E | per share | 2025-10-09 | 0.46 | -11.0% |
| 2025Q3 | R | per share | 2025-10-09 | 0.46 | -11.0% |
| 2025Q3 | S | per share | 2025-07-22 | 56.39 | +0.7% |
| 2025Q2 | E | per share | 2025-07-12 | 0.63 | 0.0% |
| 2025Q2 | R | per share | 2025-07-12 | 0.63 | 0.0% |
| 2025Q2 | S | per share | 2025-07-05 | 54.07 | 0.0% |
| 2025Q1 | E | per share | 2025-04-15 | 0.63 | 0.0% |
| 2025Q1 | R | per share | 2025-04-15 | 0.63 | 0.0% |
| 2025Q1 | S | per share | 2025-04-15 | 53.16 | 0.0% |
| 2024FY | E | per share | 2025-01-08 | 1.09 | -55.1% |
| 2024Q4 | E | per share | 2025-01-08 | -0.78 | -233.9% |
| 2024FY | R | per share | 2025-01-08 | 1.09 | -55.1% |
| 2024Q4 | R | per share | 2025-01-08 | -0.78 | -233.9% |
| 2024Q4 | S | per share | 2025-01-08 | 46.45 | +0.2% |
| 2024FY | S | - | 2025-01-08 | 189.66 | +0.1% |
| 2024Q3 | E | per share | 2024-10-15 | 0.56 | 0.0% |
| 2024Q3 | R | per share | 2024-10-15 | 0.56 | 0.0% |
| 2024Q3 | S | per share | 2024-10-06 | 47.87 | 0.0% |
| 2024Q2 | E | per share | 2024-07-08 | 0.50 | 0.0% |
| 2024Q2 | R | per share | 2024-07-08 | 0.50 | 0.0% |
| 2024Q2 | S | per share | 2024-07-06 | 46.79 | 0.0% |
| 2024Q1 | E | per share | 2024-04-14 | 0.45 | 0.0% |
| 2024Q1 | R | per share | 2024-04-14 | 0.45 | 0.0% |
| 2024Q1 | S | per share | 2024-04-09 | 46.07 | 0.0% |
| 2023FY | E | per share | 2024-01-08 | 2.61 | 0.0% |
| 2023FY | R | per share | 2024-01-08 | 2.61 | 0.0% |
| 2023FY | S | - | 2023-10-24 | 196.24 | -0.1% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 2.643 | 3.927 | 3.961 | 4.004 | 4.391 | 4.113 | 2.819 | -1.635 | 2.71 | 3.3292 | - |
| Sales USD millions | 212 | 236 | 261 | 259 | 240 | 254 | 363 | 309 | 386 | 378 | - |
| Shares million shares | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 19 | 19 | - | 19 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 0.64 | -3.483 | 0.629 | 0.684 | 0.564 | 0.834 | 0.657 | 0.832 | 1.006 |
| Sales USD millions | 104 | 4 | 95 | 95 | 98 | 97 | 92 | 93 | 96 |
| Shares million shares | 17 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 |
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 | 307.39 | 318.09-6.6% | 340.68+10.4% | 308.66+58.7% | 194.47+23.1% | 158.00-7.0% | 169.94-14.0% | 197.66+12.0% | 176.41 |
| Total Interest Expense | 139.62 | 164.90-22.3% | 212.23+23.7% | 171.56+345.8% | 38.48+132.4% | 16.56-61.0% | 42.49-33.9% | 64.25+45.6% | 44.12 |
| Net Interest Income | 167.77 | 153.19+19.3% | 128.45-6.3% | 137.10-12.1% | 155.99+10.3% | 141.44+11.0% | 127.44-4.5% | 133.41+0.8% | 132.29 |
| Loan Loss Provision | 8.00 | 9.20+283.3% | 2.40-25.0% | 3.20 | -1.30 | -4.82-139.1% | 12.34+686.0% | 1.57+1.3% | 1.55 |
| Net Interest Income After Loan Loss Provision | 159.77 | 143.99+14.2% | 126.05-5.9% | 133.90-14.9% | 157.29+7.5% | 146.26+27.1% | 115.10-12.7% | 131.84+0.8% | 130.74 |
| Non-Interest Income | 70.70 | 67.57 | -31.61-157.7% | 54.75-8.5% | 59.85-27.1% | 82.05-8.3% | 89.45+41.8% | 63.09+5.8% | 59.65 |
| Non-Interest Expense | 149.11 | 144.70+6.1% | 136.34+3.2% | 132.17+4.9% | 125.97+1.4% | 124.19+9.0% | 113.98+6.8% | 106.75+2.8% | 103.89 |
| Operating Income | 81.36 | 66.86 | -41.91-174.2% | 56.48-38.0% | 91.17-12.4% | 104.12+15.0% | 90.57+2.7% | 88.18+1.9% | 86.50 |
| Unusual Expense | 0.00 | 6.44 | -2.10 | 0.00 | 0.00-100.0% | 5.93+320.6% | 1.41 | 0.00 | -0.19 |
| Net Income Before Taxes | 81.36 | 67.41 | -38.82-168.7% | 56.48-38.0% | 91.17-7.1% | 98.19+10.1% | 89.16+1.1% | 88.18+1.7% | 86.69 |
| Income Taxes | 17.42 | 15.17 | -10.76-229.6% | 8.30-57.4% | 19.49-8.6% | 21.32+10.3% | 19.33+1.4% | 19.06+4.4% | 18.26 |
| Consolidated Net Income | 63.94 | 52.24 | -28.04-158.3% | 48.09-32.7% | 71.48-6.7% | 76.65+10.0% | 69.68+1.0% | 68.98+1.0% | 68.29 |
| Net Income From Continuing Operations | 63.94 | 52.24 | -28.04-158.3% | 48.09-32.7% | 71.48-6.7% | 76.65+10.0% | 69.68+1.0% | 68.98+1.0% | 68.29 |
| Net Income | 63.94 | 52.24 | -28.04-158.3% | 48.09-32.7% | 71.48-6.7% | 76.65+10.0% | 69.68+1.0% | 68.98+1.0% | 68.29 |
| EPS (Recurring) per share | 3.32 | 2.94 | -1.72-161.0% | 2.82-31.4% | 4.11-11.2% | 4.63+14.0% | 4.06+2.5% | 3.96+1.0% | 3.92 |
| EPS (Basic, Before Extraordinaries) per share | 3.36 | 2.72 | -1.64-158.2% | 2.82-31.9% | 4.14-6.5% | 4.43+9.9% | 4.03+1.3% | 3.98+0.8% | 3.95 |
| EPS (Diluted) per share | 3.33 | 2.71 | -1.64-158.2% | 2.82-31.4% | 4.11-6.4% | 4.39+9.7% | 4.00+1.0% | 3.96+0.8% | 3.93 |
| Non-Operating Income (Expense) | 0.00 | 6.99+606.1% | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00-100.0% | 0.02 | -0.09 | -0.20 | -0.22 | -0.15 | -0.14 | -0.14 |
| Stock Option Compensation Expense | 2.37 | 2.48+22.2% | 2.03+29.3% | 1.57-34.3% | 2.39+2.1% | 2.34-48.8% | 4.57+192.9% | 1.56+32.2% | 1.18 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 11.70 | 11.70 | 11.75 | 10.75 | 10.94 | 12.83 | 11.15 | 13.58 | 12.09 |
| Price To Sales Ratio ratio | 1.94 | 1.48 | 1.74 | 1.52 | 3.22 | 4.10 | 3.01 | 3.59 | 3.50 |
| Operating Margin % | 21.52 | 17.34 | -13.56 | 15.54 | 35.85 | 43.37 | 34.92 | 33.82 | 36.65 |
| Net Margin % | 16.91 | 13.55 | -9.07 | 13.23 | 28.11 | 31.93 | 26.86 | 26.45 | 28.93 |
| Shares Outstanding million shares | 19.08 | 19.03-1.2% | 19.27+13.2% | 17.03-0.9% | 17.18-0.9% | 17.33+0.3% | 17.27-0.5% | 17.36+0.3% | 17.30 |
| Market Capitalization | 743.68 | 743.68+23.1% | 603.91+9.5% | 551.46-32.0% | 810.59-17.0% | 976.76+26.3% | 773.46-17.4% | 935.95+13.9% | 822.03 |
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 | 78.41-3.1% | 75.17-4.7% | 74.98-5.6% | 78.84-3.7% | 80.94-7.6% | 78.85-8.3% | 79.46-6.8% | 81.84-2.5% |
| Total Interest Expense | 33.71-19.9% | 33.37-19.9% | 34.46-19.9% | 38.09-22.1% | 42.11-23.9% | 41.66-23.4% | 43.04-19.7% | 48.90-4.7% |
| Net Interest Income | 44.69+15.1% | 41.80+12.4% | 40.52+11.3% | 40.75+23.7% | 38.83+20.4% | 37.19+17.7% | 36.42+15.0% | 32.94+0.9% |
| Loan Loss Provision | 1.80-73.5% | 1.60+166.7% | 4.00+233.3% | 0.60-40.0% | 6.80+3300.0% | 0.60+20.0% | 1.20+71.4% | 1.00-16.7% |
| Net Interest Income After Loan Loss Provision | 42.89+33.9% | 40.20+9.9% | 36.52+3.7% | 40.15+25.7% | 32.03-0.1% | 36.59+17.7% | 35.22+13.8% | 31.94+1.6% |
| Non-Interest Income | 17.87+4.2% | 17.99+8.8% | 16.59+6.2% | 18.26 | 17.15+6.2% | 16.54-0.4% | 15.62-5.6% | -77.90-691.9% |
| Non-Interest Expense | 36.40+3.3% | 37.92+5.3% | 37.05+3.7% | 37.74+10.1% | 35.24+2.5% | 36.00+6.3% | 35.73+5.8% | 34.28+5.5% |
| Operating Income | 24.36+74.7% | 20.27+18.3% | 16.06+6.3% | 20.67 | 13.94+0.8% | 17.13+23.8% | 15.11+9.7% | -80.25-761.0% |
| Unusual Expense | 0.00 | 0.00 | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 6.44 | 0.00 |
| Net Income Before Taxes | 24.36+74.7% | 20.27+18.3% | 16.06+2.5% | 20.67 | 13.94+0.8% | 17.13+23.8% | 15.67+13.8% | -80.25-759.4% |
| Income Taxes | 4.98+60.6% | 4.29+10.3% | 3.46-0.9% | 4.69 | 3.10+8.8% | 3.89+28.8% | 3.49+23.3% | -19.46 |
| Consolidated Net Income | 19.38+78.6% | 15.98+20.7% | 12.60+3.4% | 15.97 | 10.85-1.1% | 13.24+22.5% | 12.18+11.5% | -60.78-570.1% |
| Net Income From Continuing Operations | 19.38+78.6% | 15.98+20.7% | 12.60+3.4% | 15.97 | 10.85-1.1% | 13.24+22.5% | 12.18+11.5% | -60.78-570.1% |
| Net Income | 19.38+78.6% | 15.98+20.7% | 12.60+3.4% | 15.97 | 10.85-1.1% | 13.24+22.5% | 12.18+11.5% | -60.78-570.1% |
| EPS (Recurring) per share | 1.01+80.4% | 0.83+22.1% | 0.66-23.3% | 0.83 | 0.56-12.5% | 0.68+7.9% | 0.86+34.4% | -3.48-557.9% |
| EPS (Basic, Before Extraordinaries) per share | 1.02+78.9% | 0.84+21.7% | 0.66+4.8% | 0.84 | 0.57-10.9% | 0.69+9.5% | 0.63-1.6% | -3.48-557.9% |
| EPS (Diluted) per share | 1.01+80.4% | 0.83+22.1% | 0.66+4.8% | 0.83 | 0.56-12.5% | 0.68+7.9% | 0.63-1.6% | -3.48-557.9% |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 6.99 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 0.01 |
| Stock Option Compensation Expense | 0.67+1.5% | 0.67-2.9% | 0.51-17.7% | 0.52+33.3% | 0.66+4.8% | 0.69+68.3% | 0.62+5.1% | 0.390.0% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 11.70 | 13.32 | 12.35 | - | - | - | - | 11.75 |
| Price To Sales Ratio ratio | 1.94 | 1.84 | 1.68 | 1.47 | 1.90 | 1.84 | 1.96 | 1.75 |
| Operating Margin % | 25.30 | 21.76 | 17.54 | 21.29 | 14.21 | 17.96 | 15.89 | -2,037.27 |
| Net Margin % | 20.13 | 17.15 | 13.76 | 16.45 | 11.06 | 13.89 | 12.81 | -1,542.93 |
| Shares Outstanding million shares | 19.08+0.2% | 19.07-1.1% | 19.04-1.2% | 19.03-1.2% | 19.05+11.7% | 19.28+13.0% | 19.28+13.2% | 19.27+13.2% |
| Market Capitalization | 743.68+34.3% | 695.51+27.5% | 637.08+7.1% | 562.48-6.9% | 553.59+0.8% | 545.55+16.7% | 594.86+29.9% | 603.91+9.5% |
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 | 2017FY12/31/2017 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 29.48+36.9% | 21.53+74.8% | 12.32-75.2% | 49.69+5.8% | 46.96-15.8% | 55.74+14.2% | 48.79-13.2% | 56.22+17.2% | 47.95 |
| Investments | 1,108.67-21.7% | 1,416.19+17.8% | 1,202.18+3.6% | 1,160.16-8.0% | 1,261.31+3.7% | 1,216.02+10.9% | 1,096.70+4.8% | 1,046.51+16.8% | 895.92 |
| Net Loans | 5,097.15+0.0% | 5,095.88-9.1% | 5,606.65+10.5% | 5,072.11+19.8% | 4,233.84+2.0% | 4,151.88+7.4% | 3,865.99+5.8% | 3,653.29+9.1% | 3,347.58 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 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 | 0.00 |
| Real Estate Assets | - | - | - | - | - | - | - | - | 0.13 |
| Net Property, Plant & Equipment | 61.31+13.9% | 53.82-12.7% | 61.66+5.0% | 58.71+5.6% | 55.60-4.8% | 58.39+5.2% | 55.49+91.3% | 29.00+2.4% | 28.33 |
| Interest Receivables | 23.20-8.3% | 25.30-4.9% | 26.60+28.5% | 20.70+64.3% | 12.60-8.0% | 13.70 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 58.94-28.5% | 82.40+10.1% | 74.81-0.3% | 75.04+136.6% | 31.72-2.3% | 32.48+37.7% | 23.59+17.5% | 20.07+8.5% | 18.49 |
| Other Intangible Assets | 265.03+4.0% | 254.90+6.4% | 239.63-1.1% | 242.31+6.8% | 226.81+10.5% | 205.24-5.6% | 217.39+1.8% | 213.47+7.2% | 199.19 |
| Total Assets | 6,643.78-4.4% | 6,950.02-3.8% | 7,223.85+8.2% | 6,678.72+13.8% | 5,868.84+2.4% | 5,733.46+8.0% | 5,307.94+5.8% | 5,018.56+10.6% | 4,537.60 |
| Total Deposits | 5,269.99+3.0% | 5,115.80-4.3% | 5,348.16+6.6% | 5,018.96+0.8% | 4,980.05+13.7% | 4,378.35+25.1% | 3,498.88-0.7% | 3,524.05+8.7% | 3,242.71 |
| Total Debt | 687.41-41.6% | 1,177.26-5.4% | 1,244.71+20.6% | 1,032.24+424.8% | 196.69-69.7% | 648.26-45.7% | 1,193.01+18.2% | 1,009.60+24.0% | 814.04 |
| Long Term Debt | 292.52-30.9% | 423.27-38.7% | 690.47+418.9% | 133.06+60.8% | 82.73-34.9% | 127.11-41.3% | 216.47-9.4% | 238.80-70.7% | 814.04 |
| Provision for Risks Charges | 14.15-0.1% | 14.16+7.3% | 13.20-2.7% | 13.56-23.5% | 17.72-1.4% | 17.97+9.3% | 16.44+12.6% | 14.60-12.1% | 16.61 |
| Deferred Tax Liabilities | 22.09+14.0% | 19.38-7.7% | 21.00+12.5% | 18.66+5.4% | 17.71-12.7% | 20.29+32.8% | 15.28+96.1% | 7.79+0.5% | 7.75 |
| Other Liabilities | 106.56-13.9% | 123.70-0.3% | 124.10-12.4% | 141.62+54.2% | 91.86-31.6% | 134.39+66.2% | 80.84+464.1% | 14.33-66.8% | 43.22 |
| Total Liabilities | 6,100.20-5.4% | 6,450.29-4.5% | 6,751.16+8.5% | 6,225.05+17.4% | 5,304.03+2.0% | 5,199.27+8.2% | 4,804.45+5.1% | 4,570.38+10.8% | 4,124.31 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 543.58+8.8% | 499.73+5.7% | 472.69+4.2% | 453.67-19.7% | 564.81+5.7% | 534.20+6.1% | 503.49+12.3% | 448.18+8.4% | 413.28 |
| Total Shareholders Equity | 543.58+8.8% | 499.73+5.7% | 472.69+4.2% | 453.67-19.7% | 564.81+5.7% | 534.20+6.1% | 503.49+12.3% | 448.18+8.4% | 413.28 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 543.58+8.8% | 499.73+5.7% | 472.69+4.2% | 453.67-19.7% | 564.81+5.7% | 534.20+6.1% | 503.49+12.3% | 448.18+8.4% | 413.28 |
| Total Liabilities & Stockholders Equity | 6,643.78-4.4% | 6,950.02-3.8% | 7,223.85+8.2% | 6,678.72+13.8% | 5,868.84+2.4% | 5,733.46+8.0% | 5,307.94+5.8% | 5,018.56+10.6% | 4,537.60 |
| Book Value Per Share per share | 28.56+10.1% | 25.93-6.6% | 27.75+5.1% | 26.40-19.0% | 32.59+5.3% | 30.94+6.7% | 29.00+12.0% | 25.90+8.0% | 23.99 |
| Tangible Book Value Per Share per share | 24.97+11.2% | 22.46-5.6% | 23.78+6.1% | 22.42-21.6% | 28.59+6.4% | 26.87+7.9% | 24.90+14.5% | 21.74+10.1% | 19.75 |
| Tier 1 Capital | 577.22+0.1% | 576.73+0.7% | 572.96+0.2% | 571.79+4.7% | 546.36+8.4% | 503.79+7.8% | 467.30+9.1% | 428.34+10.0% | 389.29 |
| Tier 2 Capital | 38.38-6.5% | 41.03+7.2% | 38.26+15.2% | 33.21+4.5% | 31.77-11.0% | 35.70+30.7% | 27.31-0.2% | 27.36+2.3% | 26.75 |
| Full-Time Employees people | 642+3.9% | 618-7.1% | 665+2.2% | 651+4.5% | 623+2.3% | 609-1.6% | 619-0.6% | 623+3.8% | 600 |
| Price to Book Ratio ratio | 1.40 | 1.06 | 1.28 | 1.87 | 1.73 | 1.45 | 1.85 | 1.83 | 2.21 |
| Return on Assets % | 0.77 | -0.40 | 0.69 | 1.14 | 1.32 | 1.26 | 1.34 | 1.43 | 1.01 |
| Return on Equity % | 10.02 | -5.77 | 10.38 | 14.04 | 13.95 | 13.43 | 14.50 | 15.85 | 11.09 |
| Return on Invested Capital % | 6.25 | -3.04 | 4.13 | 12.18 | 11.84 | 10.54 | 9.58 | 9.94 | 3.73 |
| Current Ratio ratio | 0.03 | 0.03 | 0.02 | 0.03 | 0.06 | 0.10 | 0.06 | 0.05 | 0.04 |
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 | 81.87 | 76.90+38.2% | 55.66+16.2% | 47.91-34.2% | 72.76+33.9% | 54.33+29.3% | 42.02-35.0% | 64.67-4.9% | 68.01 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -8.23 | 7.74 | -4.01 | -14.24-525.1% | 3.35 | -0.69 | -8.28-322.0% | 3.73+107.2% | 1.80 |
| Cash from Operating Activities | 73.65 | 84.64+63.9% | 51.65+53.4% | 33.67-55.8% | 76.11+41.9% | 53.64+59.0% | 33.74-50.7% | 68.40-2.0% | 69.81 |
| Capital Expenditures | -6.23 | -9.19 | -4.00 | -5.05 | -13.14 | -10.49 | -3.41 | -3.13 | -8.97 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 11.78+605.4% | 1.67 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.21 | 0.00 |
| Purchase or Sale of Investments | 100.20 | 11.48-82.9% | 67.14+1612.8% | 3.92 | -120.25 | -179.41-1747.5% | 10.89-82.5% | 62.23 | -159.23 |
| Purchase of Investments | -4.98 | -77.72 | -384.04 | -68.57 | -236.36 | -600.01 | -519.07 | -207.57 | -251.80 |
| Sale Or Maturity of Investments | 105.18 | 89.20-80.2% | 451.17+522.5% | 72.48-37.6% | 116.12-72.4% | 420.60-20.6% | 529.95+96.4% | 269.80+191.4% | 92.58 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00-100.0% | 1.93 | 0.00-100.0% | 1.53+93.7% | 0.79+139.4% | 0.33 | 0.00 |
| Cash from Investing Activities | 75.18 | 301.10+26.9% | 237.32 | -552.91 | -962.15 | -193.72 | -261.50 | -155.08 | -468.77 |
| Cash Dividends Paid | -43.04 | -43.33 | -38.40 | -38.63 | -37.65 | -36.35 | -35.50 | -34.19 | -29.31 |
| Change in Capital Stock | -0.80 | -7.76-111.0% | 70.49 | -9.57 | -10.30 | -0.18 | -4.79-1874.1% | 0.27 | -0.67 |
| Repurchase of Common Pref Stock | -0.63 | -7.36 | 0.00 | -8.81 | -9.48 | 0.00 | -4.32 | 0.00 | 0.00 |
| Sale of Common Pref Stock | -0.17 | -0.40-100.6% | 70.49 | -0.75 | -0.82 | -0.18 | -0.47-274.1% | 0.27 | -0.67 |
| Proceedsfrom Stock Options | 0.00 | 0.00-100.0% | 70.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -415.00 | -499.00 | -65.00-131.0% | 210.00-74.9% | 835.00 | -448.86 | -547.61-387.1% | 190.74+19.7% | 159.37 |
| Change in Long Term Debt | -415.00 | -499.00 | -65.00-131.0% | 210.00-74.9% | 835.00 | -448.86 | -547.61-387.1% | 190.74+19.7% | 159.37 |
| Issuance of Long Term Debt | 1,690.00 | 1,857.00-22.1% | 2,385.00-32.1% | 3,515.00+11.4% | 3,156.11+143.9% | 1,294.18-40.9% | 2,189.13+10.5% | 1,982.00-2.8% | 2,040.00 |
| Reduction of Long Term Debt | -2,105.00 | -2,356.00 | -2,450.00 | -3,305.00 | -2,321.11 | -1,743.04 | -2,736.73 | -1,791.26 | -1,880.63 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -1.22 |
| Other Financing Activities Uses | - | - | - | - | - | - | - | - | -1.22 |
| Cash from Financing Activities | -245.66 | -395.89 | -265.27-154.0% | 491.00-40.6% | 825.96+610.1% | 116.31-60.1% | 291.57+121.5% | 131.66-67.8% | 409.51 |
| Net Change in Cash | -96.84 | -10.15-142.8% | 23.70 | -28.24 | -60.07 | -23.77-137.3% | 63.81+41.9% | 44.98+326.4% | 10.55 |
| Free Cash Flow | 67.42 | 82.64+73.4% | 47.65+66.5% | 28.62-59.1% | 69.97+39.5% | 50.15+65.3% | 30.33-53.5% | 65.27-0.9% | 65.84 |
| 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 | 30.02 | 14.49 | 58.11 | - | 25.37 | 71.31 | - | 30.14 | 22.63 |
| Federal Home Loan Advances Increase (Decrease) | - | 20.34+877.9% | 2.08 | -8.43 | -30.43-276.4% | 17.25-16.1% | 20.57 | -4.79 | -5.55 |
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 | 21.68-39.1% | 26.44-39.9% | 27.78-16.8% | 29.48+36.9% | 35.60-82.8% | 44.00-57.6% | 33.39-67.3% | 21.53+74.8% |
| Investments | 998.82-18.0% | 1,079.09-10.8% | 1,075.31-2.8% | 1,108.67-21.7% | 1,217.65+11.5% | 1,209.65+8.9% | 1,105.90-1.1% | 1,416.19+17.8% |
| Net Loans | 5,124.36+0.8% | 5,060.50-0.8% | 4,973.76-1.6% | 5,097.15+0.0% | 5,086.01-7.1% | 5,099.20-8.7% | 5,055.15-10.4% | 5,095.88-9.1% |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Property, Plant & Equipment | 62.12+1.8% | 61.20+0.1% | 61.76-0.6% | 61.31+13.9% | 61.03+2.1% | 61.15+1.5% | 62.12+1.6% | 53.82-12.7% |
| Interest Receivables | 23.40-3.7% | 21.60-9.6% | 21.80-9.2% | 23.20-8.3% | 24.30-4.7% | 23.90+563.9% | 24.00-10.4% | 25.30-4.9% |
| Deferred Tax Assets | 47.20+27.9% | 36.30-10.4% | 36.60-11.8% | 58.94-28.5% | 36.90 | 40.50 | 41.50 | 82.40+10.1% |
| Other Intangible Assets | 260.91+1.8% | 262.78-1.5% | 262.19-0.7% | 265.03+4.0% | 256.42-9.9% | 266.77-16.3% | 263.95-11.2% | 254.90+6.4% |
| Total Assets | 6,538.49-2.7% | 6,547.90-2.9% | 6,459.20-1.9% | 6,643.78-4.4% | 6,717.92-5.9% | 6,745.17-6.1% | 6,586.02-9.1% | 6,950.02-3.8% |
| Total Deposits | 5,436.02+4.1% | 5,358.87+6.2% | 5,164.63+2.5% | 5,269.99+3.0% | 5,222.84+1.0% | 5,045.25+1.4% | 5,040.58-5.7% | 5,115.80-4.3% |
| Total Debt | 435.76-48.9% | 516.62-51.4% | 637.40-30.1% | 687.41-41.6% | 852.42-37.0% | 1,061.98-33.8% | 911.40-29.6% | 1,177.26-5.4% |
| Long Term Debt | 200.76-56.9% | 296.62-33.3% | 297.40-31.3% | 292.52-30.9% | 466.15-48.4% | 444.43-50.8% | 432.81-37.7% | 423.27-38.7% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 14.15-0.1% | 0.00 | 0.00 | 0.00 | 14.16+7.3% |
| Deferred Tax Liabilities | - | - | - | 22.09+14.0% | - | - | - | 19.38-7.7% |
| Other Liabilities | 135.94+24.0% | 118.89+7.7% | 110.39-1.8% | 106.56-13.9% | 109.64-4.3% | 110.42-17.3% | 112.36-19.6% | 123.70-0.3% |
| Total Liabilities | 6,007.72-2.9% | 5,994.38-3.6% | 5,912.42-2.5% | 6,100.20-5.4% | 6,184.90-6.8% | 6,217.65-7.4% | 6,064.34-10.6% | 6,450.29-4.5% |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 530.77-0.4% | 553.52+4.9% | 546.77+4.8% | 543.58+8.8% | 533.02+6.1% | 527.52+12.0% | 521.68+11.7% | 499.73+5.7% |
| Total Shareholders Equity | 530.77-0.4% | 553.52+4.9% | 546.77+4.8% | 543.58+8.8% | 533.02+6.1% | 527.52+12.0% | 521.68+11.7% | 499.73+5.7% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 530.77-0.4% | 553.52+4.9% | 546.77+4.8% | 543.58+8.8% | 533.02+6.1% | 527.52+12.0% | 521.68+11.7% | 499.73+5.7% |
| Total Liabilities & Stockholders Equity | 6,538.49-2.7% | 6,547.90-2.9% | 6,459.20-1.9% | 6,643.78-4.4% | 6,717.92-5.9% | 6,745.17-6.1% | 6,586.02-9.1% | 6,950.02-3.8% |
| Book Value Per Share per share | 27.82-0.6% | 29.02+6.1% | 28.72+6.1% | 28.56+10.1% | 27.98-5.0% | 27.36-0.9% | 27.06-1.3% | 25.93-6.6% |
| Tangible Book Value Per Share per share | 24.27-0.5% | 25.46+6.5% | 25.14+6.5% | 24.97+11.2% | 24.39-4.4% | 23.91+1.0% | 23.61+0.7% | 22.46-5.6% |
| Tier 1 Capital | 595.27+4.1% | 585.47+1.0% | 579.66+0.5% | 577.22+0.1% | 572.06-0.9% | 579.70+0.8% | 576.94+0.7% | 576.73+0.7% |
| Tier 2 Capital | 41.83+11.2% | 43.91+3.9% | 42.37+0.2% | 38.38-6.5% | 37.62-10.2% | 42.25+1.2% | 42.30+2.5% | 41.03+7.2% |
| Full-Time Employees people | - | - | - | 642+3.9% | - | - | - | 618-7.1% |
| Price to Book Ratio ratio | 1.40 | 1.27 | 1.17 | 1.06 | 1.06 | 1.04 | 1.19 | 1.06 |
| Return on Assets % | 0.96 | 0.83 | 0.81 | 0.77 | -0.35 | -0.35 | -0.39 | -0.40 |
| Return on Equity % | 12.02 | 10.25 | 9.86 | 10.02 | -4.73 | -4.88 | -5.43 | -5.77 |
| Return on Invested Capital % | 2.65 | 1.88 | 1.49 | 1.91 | 1.09 | 1.36 | 1.28 | -6.58 |
| Current Ratio ratio | 0.03 | 0.04 | 0.03 | 0.03 | 0.05 | 0.04 | 0.03 | 0.03 |
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 | 18.99+4.0% | 16.47+11.7% | 16.94+17.6% | 29.48+18.2% | 18.26+78.3% | 14.75+59.3% | 14.41+28.5% | 24.95+134.5% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 0.31-97.9% | 5.16-33.3% | -6.34 | -7.36 | 14.78+87.8% | 7.74+1109.4% | -7.42 | -7.42-307.3% |
| Cash from Operating Activities | 19.30-41.6% | 21.63-3.8% | 10.60+51.6% | 22.12+26.2% | 33.04+82.4% | 22.48+127.1% | 6.99+14.4% | 17.53+23.3% |
| Capital Expenditures | -2.67 | -1.08 | -1.31 | -1.17 | -2.52 | -5.40 | -0.09 | -0.48 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00-100.0% | 0.00-100.0% | 0.00 | 0.00 | 11.78 | 1.67 |
| Purchase or Sale of Investments | 21.80+1.7% | 25.93 | 26.18+72.8% | 26.28+76.6% | 21.43+9.8% | -51.38-379.7% | 15.15+5.4% | 14.88-8.8% |
| Purchase of Investments | -2.70 | -0.43 | -0.19 | -1.66 | -2.30 | -73.50 | -0.25 | -379.90 |
| Sale Or Maturity of Investments | 24.50+3.2% | 26.36+19.2% | 26.38+71.3% | 27.94-92.9% | 23.73+17.7% | 22.12+5.4% | 15.40+0.9% | 394.77+2203.2% |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -37.96-192.0% | -57.41 | 152.00-57.8% | 18.54-66.6% | 41.27-72.3% | -119.14-286.8% | 360.42 | 55.51 |
| Cash Dividends Paid | -10.69 | -10.94 | -10.69 | -10.72 | -10.82 | -10.98 | -10.80 | -9.56 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | 0.31 | -0.31 | -0.10 | -0.69-101.0% | -6.48 | -0.55 | -0.04 | 70.76 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | -0.63 | -6.44 | -0.30 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.31 | -0.31 | -0.10 | -0.06-100.1% | -0.04 | -0.26 | -0.04 | 70.76 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 70.52 |
| Issuance or Reduction of Debt, Net | -80.00 | -120.00-179.5% | -50.00 | -165.00 | -210.00 | 151.00-51.3% | -275.00-650.0% | -175.00-350.0% |
| Change in Long Term Debt | -80.00 | -120.00-179.5% | -50.00 | -165.00 | -210.00 | 151.00-51.3% | -275.00-650.0% | -175.00-350.0% |
| Issuance of Long Term Debt | 305.00-34.4% | 380.00-49.5% | 635.00+135.2% | 370.00-10.8% | 465.00+132.5% | 752.00-17.4% | 270.00-68.6% | 415.00-33.1% |
| Reduction of Long Term Debt | -385.00 | -500.00 | -685.00 | -535.00 | -675.00 | -601.00 | -545.00 | -590.00 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -13.24 | 62.99-56.3% | -166.15 | -129.26 | -49.71 | 144.13 | -361.06-998.8% | -169.89 |
| Net Change in Cash | -31.90-229.6% | 27.21-42.7% | -3.55-155.9% | -88.60 | 24.61-76.2% | 47.48+2347.4% | 6.35-58.8% | -96.85 |
| Free Cash Flow | 16.63-49.1% | 20.55-6.9% | 9.29+34.6% | 20.95+22.9% | 32.70+94.2% | 22.08+166.7% | 6.90+25.7% | 17.05+34.3% |
| Price to Free Cash Flow ratio | 30.02 | 17.38 | 15.35 | 14.40 | 15.21 | 24.93 | 63.46 | 59.14 |
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 Interchange Fees | 5.00 | 5.14 | +2.8% | 8.9% |
| Deposit Account | 3.03 | 3.24 | +6.7% | 5.6% |
| Gain on sale of bank-owned properties, net | - | 6.99 | - | 12.1% |
| Investment Advisory, Management and Administrative Service | 39.05 | 41.24 | +5.6% | 71.4% |
| Other Noninterest Income | 1.14 | 1.14 | 0.0% | 2.0% |
| Total | 48.22 | 57.74 | +19.7% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| United States | 48.22 | 57.74 | +19.7% | 100.0% |
| Total | 48.22 | 57.74 | +19.7% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 7.29% | 1.4M | 18.7M | 131.98K |
| 2026-10-15 | 7.31% | 1.4M | 18.6M | 140.89K |
| 2026-09-30 | 7.41% | 1.4M | 18.6M | 144.51K |
| 2026-09-15 | 7.46% | 1.4M | 18.6M | 163.78K |
| 2026-08-31 | 7.55% | 1.4M | 18.6M | 169.51K |
| 2026-08-14 | 7.11% | 1.3M | 18.6M | 170.39K |
| 2026-07-31 | 6.71% | 1.3M | 18.6M | 179.59K |
| 2026-07-15 | 6.33% | 1.2M | 18.6M | 197.46K |
| 2026-06-30 | 6.44% | 1.2M | 18.6M | 201.44K |
| 2026-06-15 | 5.66% | 1.1M | 18.6M | 198.10K |
| 2026-05-29 | 5.09% | 0.9M | 18.6M | 197.85K |
| 2026-05-15 | 4.93% | 0.9M | 18.6M | 192.05K |
| 2026-04-30 | 5.32% | 1.0M | 18.6M | 189.47K |
| 2026-04-15 | 5.47% | 1.0M | 18.7M | 164.26K |
| 2026-03-31 | 4.48% | 0.8M | 18.7M | 153.48K |
| 2026-03-13 | 4.21% | 0.8M | 18.7M | 134.55K |
| 2026-02-27 | 4.24% | 0.8M | 18.7M | 123.62K |
| 2026-02-13 | 4.09% | 0.8M | 18.7M | 121.62K |
| 2026-01-30 | 3.96% | 0.7M | 18.7M | 114.83K |
| 2026-01-15 | 3.94% | 0.7M | 18.7M | 118.66K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 20.00 | 17.10 | 21.50 | 0.00 | 533.5% | 0.00 | 0.00 | 0.961 | -0.084 | 0.005 |
| call | 22.50 | 14.40 | 19.00 | 0.00 | 486.5% | 0.00 | 0.00 | 0.954 | -0.082 | 0.005 |
| call | 25.00 | 12.00 | 16.50 | 0.00 | 419.8% | 0.00 | 0.00 | 0.945 | -0.079 | 0.006 |
| call | 30.00 | 6.60 | 11.40 | 0.00 | 296.5% | 0.00 | 0.00 | 0.788 | -0.320 | 0.016 |
| call | 35.00 | 1.65 | 6.50 | 0.00 | 197.6% | 0.00 | 0.00 | 0.694 | -0.255 | 0.020 |
| call | 40.00 | 0.05 | 0.90 | 1.15 | 59.3% | 203 | 0.00 | 0.417 | -0.099 | 0.022 |
| call | 45.00 | 0.00 | 0.05 | 0.13 | 50.8% | 3.00 | 0.00 | 0.041 | -0.015 | 0.005 |
| call | 50.00 | 0.00 | 4.70 | 0.05 | 86.3% | 0.00 | 0.00 | 0.028 | -0.020 | 0.004 |
| call | 55.00 | 0.00 | 4.70 | 0.00 | 112.6% | 0.00 | 0.00 | 0.022 | -0.022 | 0.003 |
| call | 60.00 | 0.00 | 4.70 | 0.00 | 135.7% | 0.00 | 0.00 | 0.019 | -0.023 | 0.003 |
| put | 20.00 | 0.00 | 4.70 | 0.00 | 291.7% | 0.00 | 0.00 | -0.038 | -0.088 | 0.005 |
| put | 22.50 | 0.00 | 4.70 | 0.00 | 247.2% | 0.00 | 0.00 | -0.045 | -0.085 | 0.005 |
| put | 25.00 | 0.00 | 4.70 | 0.00 | 207.0% | 0.00 | 0.00 | -0.053 | -0.082 | 0.006 |
| put | 30.00 | 0.00 | 4.70 | 0.00 | 307.5% | 0.00 | 0.00 | -0.210 | -0.323 | 0.016 |
| put | 35.00 | 0.00 | 4.70 | 0.45 | 201.8% | 3.00 | 0.00 | -0.305 | -0.258 | 0.020 |
| put | 40.00 | 0.15 | 2.65 | 1.21 | 90.1% | 32.00 | 0.00 | -0.582 | -0.101 | 0.022 |
| put | 45.00 | 4.00 | 8.50 | 0.00 | 200.3% | 0.00 | 0.00 | -0.958 | -0.019 | 0.005 |
| put | 50.00 | 9.20 | 13.50 | 0.00 | 254.6% | 0.00 | 0.00 | -0.971 | -0.021 | 0.004 |
| put | 55.00 | 14.00 | 18.40 | 0.00 | 293.7% | 0.00 | 0.00 | -0.977 | -0.022 | 0.003 |
| put | 60.00 | 19.20 | 23.50 | 0.00 | 336.8% | 0.00 | 0.00 | -0.980 | -0.022 | 0.003 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-05 | SCHEDULE 13G/A | SEC | ||
| 2026-10-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-26 | SEC |
| 2026-10-26 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-19 | 8-K | Current report | 2026-10-19 | SEC |
| 2026-08-14 | EFFECT | Effectiveness filing by commission order | SEC | |
| 2026-08-07 | S-3 | Registration statement for specified transactions by certain issuers including face-amount certificate companies | SEC | |
| 2026-08-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-28 | SEC |
| 2026-07-20 | 8-K | Current report | 2026-07-20 | SEC |
| 2026-07-17 | SCHEDULE 13G/A | SEC | ||
| 2026-05-12 | 8-K | Current report | 2026-05-12 | SEC |
| 2026-05-08 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-05-07 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-05-06 | SCHEDULE 13G/A | SEC | ||
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-01 | 8-K | Current report | 2026-04-28 | SEC |
| 2026-04-30 | SCHEDULE 13G | SEC | ||
| 2026-04-30 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 3 | Initial statement of beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 47.10K | 1 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 35 | 1 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 1.15M | 3 | 27.93K | 1 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 11.73% |
| FMR LLC | 8.04% |
| FRANKLIN TEMPLETON INC | 4.46% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.43% |
| DIMENSIONAL FUND ADVISORS LP | 4.33% |
| STATE STREET CORP | 3.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.76% |
| AQR CAPITAL MANAGEMENT LLC | 2.42% |
| TWO SIGMA INVESTMENTS, LP | 2.38% |
| AMERICAN CENTURY COMPANIES INC | 2.26% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.19% |
| iShares Russell 2000 ETF | 2.72% |
| Franklin Small Cap Value Fund | 2.71% |
| Fidelity Low-Priced Stock Fund | 2.20% |
| Avantis U.S. Small Cap Value ETF | 1.51% |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1.45% |
| BlackRock Advantage Small Cap Core Fund | 1.24% |
| Invesco KBW High Dividend Yield Financial ETF | 1.16% |
| Fidelity Small Cap Index Fund | 1.14% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.14% |
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