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BWFG Bankwell Financial Group, Inc. - Common Stock
NASDAQ · Banking · Auf SEC EDGAR ansehen ↗ Schließen Okt 2, 2026 10-K/10-Q Aug 5, 2026
$66,65
· % der 52-Wochen-Spanne
· über Tiefststand
· zu hoch
$40,4552-Wochen-Tief
$69,5952-Wochen-Hoch
Marktkapitalisierung (MRQ)
$531M
P/E (TTM)
12.4
EPS (TTM)
$5.36
Umsatz (TTM)
$3M
Ihre Abzeichen
52W-Spanne
$40–$70
Analystenbewertung
BUY
Kursziel
$70
P/E
12.4
ROE
14.1%
Nettogewinnmarge
1431.4%
Ihre Abzeichenleiste ist leer – heften Sie eine Kennzahl auf dieser Seite an.
BWFG Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$66.65
Marktkapitalisierung (MRQ)
$531M
P/E (TTM)
12.4
EPS (TTM)
$5.36
Umsatz (TTM)
$3M
Dividendenrendite
1.2%
ROE (TTM)
14.1%
52W-Spanne
$40–$70
BWFG Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Spanne
Balken
Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz$3M2018-12-31 → 2025-12-31
EPS$4.452016-12-31 → 2025-12-31
Freier Cashflow$27M2018-12-31 → 2025-12-31
Nettogewinnmarge1431.4%2018-12-31 → 2025-12-31
Bewertung & Kennzahlen
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | BWFG | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E (TTM) | 12.45-Jahres-Durchschnitt ≈11.6 | ≈11.6 | 11.1 | Fairer Wert | |
| P/S (TTM) | 177.45-Jahres-Durchschnitt ≈181.0 | ≈181.0 | 3.5 | Überbewertet | |
| K/B (MRQ) | 1.65-Jahres-Durchschnitt ≈1.0 | ≈1.0 | 1.4 | Fairer Wert | |
| Kurs / FCF (TTM) | 15.45-Jahres-Durchschnitt ≈8.1 | ≈8.1 | · | · | |
| Kurs / Cashflow (TTM) | 14.85-Jahres-Durchschnitt ≈7.7 | ≈7.7 | 10.8 | Überbewertet | |
| Price / Tangible Book (Kurs / Materieller Buchwert) | 1.85-Jahres-Durchschnitt ≈1.1 | ≈1.1 | · | · | |
| PEG Ratio (PEG-Ratio) | ≈0.3 | · | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | BWFG | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| EBITDA Margin (EBITDA-Marge) | 144.5%5-Jahres-Durchschnitt ≈256.8% | ≈256.8% | · | · | |
| Vorgewinnmarge (TTM) | 1949.4%5-Jahres-Durchschnitt ≈2740.7% | ≈2740.7% | 44.9% | Spitzenklasse | |
| Nettogewinnmarge (TTM) | 1431.4%5-Jahres-Durchschnitt ≈2106.8% | ≈2106.8% | 36.4% | Spitzenklasse | |
| ROA (TTM) | 1.3%5-Jahres-Durchschnitt ≈0.99% | ≈0.99% | 1.4% | Schwach | |
| ROE (TTM) | 14.1%5-Jahres-Durchschnitt ≈11.8% | ≈11.8% | 14.2% | Schwach |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Für diese Kennzahlengruppe sind noch keine Daten verfügbar
Noch nicht genügend Fundamentaldaten vorhanden, um diese Kennzahlengruppe zu berechnen.
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | BWFG | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 44.0%5-Jahres-Durchschnitt ≈30.0% | ≈30.0% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | 38.1%5-Jahres-Durchschnitt ≈32.2% | ≈32.2% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 29.1% | · | · | · | |
| EPS YoY (EPS VjV) | 261.8%5-Jahres-Durchschnitt ≈115.2% | ≈115.2% | · | · | |
| Net Income YoY (Nettogewinn YoY) | 260.3%5-Jahres-Durchschnitt ≈115.2% | ≈115.2% | · | · | |
| EPS CAGR 3Y (EPS CAGR 3J) | -2.4%5-Jahres-Durchschnitt ≈17.7% | ≈17.7% | · | · | |
| EPS CAGR 5Y (EPS CAGR 5J) | 42.8% | · | · | · | |
| Net Income CAGR 3Y (Nettoergebnis CAGR 3J) | -2.0%5-Jahres-Durchschnitt ≈17.8% | ≈17.8% | · | · | |
| Net Income CAGR 5Y (Nettoergebnis CAGR 5J) | 42.9% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | BWFG | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 0.05-Jahres-Durchschnitt ≈0.0 | ≈0.0 | 0.0 | Schwach | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$16.9K | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Dividendenrendite1.2%
Ausschüttungsquote17.8%
Annualisierte Auszahlung≈$0.80
5J Div CAGR≈7.4%
| Ex-Datum | Betrag | Währung | Rendite |
|---|---|---|---|
| Aug 10, 2026 | $0,20 | USD | ≈1.2% |
| Mai 8, 2026 | $0,20 | USD | ≈1.5% |
| Feb 10, 2026 | $0,20 | USD | ≈1.6% |
| Nov 10, 2025 | $0,20 | USD | ≈1.8% |
| Aug 11, 2025 | $0,20 | USD | ≈2.0% |
| Mai 9, 2025 | $0,20 | USD | ≈2.3% |
| Feb 11, 2025 | $0,20 | USD | ≈2.5% |
| Nov 8, 2024 | $0,20 | USD | ≈2.6% |
| Aug 12, 2024 | $0,20 | USD | ≈3.1% |
| Mai 9, 2024 | $0,20 | USD | ≈3.3% |
| Feb 12, 2024 | $0,20 | USD | ≈3.0% |
| Nov 9, 2023 | $0,20 | USD | ≈3.1% |
| Aug 11, 2023 | $0,20 | USD | ≈2.9% |
| Mai 11, 2023 | $0,20 | USD | ≈3.7% |
| Feb 10, 2023 | $0,20 | USD | ≈2.6% |
| Nov 9, 2022 | $0,20 | USD | ≈2.6% |
| Aug 12, 2022 | $0,20 | USD | ≈2.3% |
| Mai 12, 2022 | $0,20 | USD | ≈2.2% |
| Feb 11, 2022 | $0,20 | USD | ≈2.1% |
| Nov 10, 2021 | $0,18 | USD | ≈2.0% |
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
15.3%
Nächster Bericht
Okt 21, 2026
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2026 | Jul 27, 2026 | $1.52 | $1.31 | 15.8% |
| 31. März 2026 | $1.41 | $1.25 | 13.0% | |
| 31. Dezember 2025 | $1.15 | $1.21 | -5.1% | |
| 30. September 2025 | $1.27 | $1.08 | 17.4% | |
| 30. Juni 2025 | $1.15 | $0.86 | 33.9% | |
| 31. März 2025 | $0.87 | $0.75 | 16.5% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3M | $2M | $2M | $1M | $872.0K | $788.0K | $1M | $1M | |
| Interest Expense | · | · | $94M | $23M | $13M | $23M | $29M | $24M | |
| Interest Income | $198M | $192M | $188M | $118M | $81M | $77M | $83M | $80M | |
| Pretax Income | $48M | $13M | $48M | $48M | $34M | $7M | $23M | $21M | |
| Income Tax | $13M | $4M | $11M | $11M | $7M | $1M | $5M | $4M | |
| Net Income | $35M | $10M | $37M | $37M | $27M | $6M | $18M | $17M | |
| EPS (Basic) | $4.49 | $1.24 | $4.71 | $4.84 | $3.38 | $0.75 | $2.32 | $2.23 | |
| EPS (Diluted) | $4.45 | $1.23 | $4.67 | $4.79 | $3.36 | $0.75 | $2.31 | $2.21 | |
| Shares (Basic) | 7,750,191 | 7,710,076 | 7,587,768 | 7,563,363 | 7,706,407 | 7,728,328 | 7,757,355 | 7,722,175 | |
| Shares (Diluted) | 7,826,280 | 7,737,952 | 7,647,411 | 7,640,218 | 7,761,811 | 7,748,453 | 7,784,631 | 7,775,480 | |
| EBITDA | $4M | $4M | $4M | $3M | $4M | $3M | $3M | $2M |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Short-term Investments | $192M | $146M | $128M | $122M | $108M | $107M | $101M | $117M | |
| PP&E (Net) | · | · | · | · | · | $22M | $29M | $20M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $30M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $11M | |
| Goodwill | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Intangibles | · | · | · | · | $0 | $76.0K | $214.0K | $290.0K | |
| Total Assets | $3.36B | $3.27B | $3.22B | $3.25B | $2.46B | $2.25B | $1.88B | $1.87B | |
| Total Liabilities | $3.06B | $3.00B | $2.95B | $3.01B | $2.25B | $2.08B | $1.70B | $1.70B | |
| Common Stock | $120M | $119M | $118M | $115M | $118M | $121M | $121M | $121M | |
| Retained Earnings | $182M | $153M | $149M | $124M | $92M | $71M | $69M | $55M | |
| AOCI | $-216.0K | $-1M | $-2M | $-189.0K | $-9M | $-16M | $-8M | $-1M | |
| Stockholders' Equity | $301M | $271M | $266M | $238M | $202M | $177M | $182M | $174M | |
| Liabilities + Equity | $3.36B | $3.27B | $3.22B | $3.25B | $2.46B | $2.25B | $1.88B | $1.87B | |
| Shares Outstanding | 7,899,943 | 7,859,873 | 7,882,616 | 7,730,699 | 7,803,166 | 7,919,278 | 7,868,803 | 7,842,271 |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $4M | $3M | $3M | $2M | |
| Stock-based Comp | $2M | $3M | $3M | $2M | $2M | $2M | $1M | $1M | |
| Deferred Tax | $-1M | $-469.0K | $-191.0K | $-2M | $2M | $-4M | $276.0K | $1M | |
| Amort. of Intangibles | · | · | · | · | · | · | $75.0K | $92.0K | |
| Other Non-cash | $-12M | $14M | $-11M | $41M | $857.0K | $-9M | $-16M | $-2M | |
| Operating Cash Flow | $28M | $30M | $32M | $83M | $35M | $-2M | $7M | $20M | |
| CapEx | $1M | $613.0K | $2M | $5M | · | · | $645.0K | $3M | |
| Investing Cash Flow | $-165M | $-34M | $-48M | $-811M | $-270M | $-22M | $19M | $-75M | |
| Stock Repurchased | $1M | $2M | $0 | $6M | $5M | $1M | $988.0K | $0 | |
| Net Stock Activity | $-1M | $-2M | $0 | $-6M | $-5M | $-1M | $-988.0K | · | |
| Dividends Paid | $6M | $6M | $6M | $6M | $5M | $4M | $4M | $4M | |
| Financing Cash Flow | $54M | $42M | $-70M | $739M | $171M | $355M | $-25M | $62M | |
| Net Change in Cash | $-83M | $38M | $-87M | $11M | $-65M | $332M | $-61.0K | $7M | |
| Taxes Paid | · | $5M | $12M | $12M | $5M | $4M | $3M | $4M | |
| Free Cash Flow | $27M | $29M | $30M | $78M | · | · | $6M | $17M | |
| Levered FCF | · | · | $-42M | $60M | · | · | $-17M | $-3M |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 1245.5% | 497.7% | 2250.6% | 3491.5% | 3048.8% | 749.2% | 30.9% | 28.9% | |
| Pretax Margin | 1716.0% | 679.0% | 2949.2% | 4476.0% | 3883.1% | 926.5% | 38.9% | 35.1% | |
| EBITDA Margin | 144.5% | 192.3% | 222.4% | 314.0% | 410.9% | 415.7% | 5.7% | 2.8% | |
| ROA | 1.1% | 0.30% | 1.1% | 1.3% | 1.1% | 0.29% | 0.97% | 0.95% | |
| ROE | 12.0% | 3.6% | 14.0% | 15.9% | 13.4% | 3.4% | 10.2% | 10.0% |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $38.16 | $34.42 | $33.71 | $30.85 | $25.89 | $22.30 | $23.18 | $22.21 | |
| Revenue / Share | $0.36 | $0.25 | $0.21 | $0.14 | $0.11 | $0.10 | $7.58 | $7.75 | |
| Cash Flow / Share | $3.61 | $3.87 | $4.17 | $10.82 | $4.45 | $-0.20 | $0.85 | $2.57 | |
| Dividend / Share | $0.80 | $0.80 | $0.80 | $0.80 | $0.64 | $0.56 | $0.52 | $0.48 | |
| EPS (TTM) | $4.45 | $1.23 | $4.67 | $4.79 | $3.36 | $0.75 | $2.31 | $2.21 |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 44.0% | 20.5% | 52.0% | 22.9% | 10.7% | · | · | · | |
| Revenue CAGR 3Y | 38.1% | 31.1% | 27.4% | · | · | · | · | · | |
| Revenue CAGR 5Y | 29.1% | · | · | · | · | · | · | · | |
| EPS YoY | 261.8% | -73.7% | -2.5% | 42.6% | 348.0% | · | · | · | |
| EPS CAGR 3Y | -2.4% | -28.5% | 84.0% | · | · | · | · | · | |
| EPS CAGR 5Y | 42.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 260.3% | -73.4% | -2.1% | 40.8% | 350.3% | · | · | · | |
| Net Income CAGR 3Y | -2.0% | -28.4% | 83.8% | · | · | · | · | · | |
| Net Income CAGR 5Y | 42.9% | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.4% | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3M | $2M | $2M | $1M | $872.0K | $788.0K | $1M | $1M | |
| Net Income TTM | $35M | $10M | $37M | $37M | $27M | $6M | $18M | $17M | |
| Market Cap | $362M | $245M | $238M | $228M | $256M | $155M | $227M | $225M | |
| P/E | 10.3 | 25.3 | 6.5 | 6.1 | 9.8 | 26.1 | 12.5 | 13.0 | |
| P/S | 128.1 | 124.7 | 146.0 | 212.2 | 293.9 | 196.5 | 221.8 | 206.6 | |
| P/B | 1.2 | 0.9 | 0.9 | 1.0 | 1.3 | 0.9 | 1.2 | 1.3 | |
| P / Tangible Book | 1.2 | 0.9 | 0.9 | 1.0 | 1.3 | 0.9 | · | · | |
| P / Cash Flow | 12.8 | 8.2 | 7.5 | 2.8 | 7.4 | -102.4 | 34.2 | 11.3 | |
| P / FCF | 13.3 | 8.3 | 8.0 | 2.9 | · | · | 37.9 | 13.5 | |
| Dividend Yield | 1.7% | 2.6% | 2.6% | 2.7% | 2.0% | 2.8% | 1.8% | 1.7% | |
| Earnings Yield | 9.7% | 4.0% | 15.5% | 16.3% | 10.2% | 3.8% | 8.0% | 7.7% | |
| Payout Ratio | 17.8% | 64.3% | 17.0% | 16.5% | 18.9% | 74.3% | 22.4% | 21.6% | |
| Annual Payout | $6M | $6M | $6M | $6M | $5M | $4M | $4M | $4M |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $665.0K | $780.0K | $771.0K | $779.0K | $674.0K | $602.0K | $589.0K | $575.0K | $495.0K | $304.0K | $688.0K | $294.0K | $361.0K | $286.0K | $343.0K | $240.0K | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $27M | · | $26M | $23M | $19M | $13M | $5M | |
| Interest Income | $52M | $51M | $51M | $51M | $49M | $48M | $48M | $48M | $48M | $48M | $49M | $48M | $47M | $44M | $40M | $30M | |
| Pretax Income | $16M | $14M | $14M | $13M | $12M | $9M | $4M | $3M | $1M | $5M | $11M | $13M | $10M | $14M | $11M | $12M | |
| Income Tax | $4M | $3M | $5M | $3M | $3M | $2M | $1M | $786.0K | $356.0K | $1M | $3M | $3M | $2M | $3M | $3M | $2M | |
| Net Income | $12M | $11M | $9M | $10M | $9M | $7M | $3M | $2M | $1M | $4M | $9M | $10M | $8M | $10M | $8M | $9M | |
| EPS (Basic) | $1.55 | $1.42 | $1.17 | $1.28 | $1.15 | $0.88 | $0.38 | $0.24 | $0.14 | $0.48 | $1.10 | $1.25 | $1.02 | $1.34 | $1.04 | $1.19 | |
| EPS (Diluted) | $1.52 | $1.41 | $1.16 | $1.27 | $1.14 | $0.87 | $0.37 | $0.24 | $0.14 | $0.48 | $1.07 | $1.25 | $1.02 | $1.33 | $1.02 | $1.18 | |
| Shares (Basic) | 7,856,210 | 7,724,253 | · | 7,774,887 | 7,777,469 | 7,670,224 | · | 7,715,040 | 7,747,675 | 7,663,521 | · | 7,598,230 | 7,593,417 | 7,554,689 | · | 7,553,718 | |
| Shares (Diluted) | 7,980,973 | 7,800,935 | · | 7,844,785 | 7,819,828 | 7,740,521 | · | 7,720,895 | 7,723,888 | 7,687,679 | · | 7,633,934 | 7,601,562 | 7,616,671 | · | 7,612,421 | |
| EBITDA | · | $1M | · | · | · | $974.0K | · | · | · | $940.0K | · | · | · | $884.0K | · | · |
Bilanz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Short-term Investments | $206M | $188M | $192M | $128M | $143M | $136M | $146M | $146M | $138M | $126M | $128M | $116M | $118M | $121M | $122M | $113M | |
| Goodwill | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Total Assets | $3.48B | $3.37B | $3.36B | $3.24B | $3.24B | $3.18B | $3.27B | $3.16B | $3.14B | $3.16B | $3.22B | $3.25B | $3.25B | $3.25B | $3.25B | $2.72B | |
| Total Liabilities | $3.15B | $3.06B | $3.06B | $2.95B | $2.95B | $2.91B | $3.00B | $2.89B | $2.87B | $2.89B | $2.95B | $2.99B | $3.00B | $3.01B | $3.01B | $2.49B | |
| Common Stock | $122M | $121M | $120M | $119M | $119M | $118M | $119M | $118M | $118M | $118M | $118M | $117M | $117M | $116M | $115M | $115M | |
| Retained Earnings | $202M | $191M | $182M | $174M | $165M | $158M | $153M | $151M | $151M | $151M | $149M | $142M | $134M | $128M | $124M | $117M | |
| AOCI | $-570.0K | $-475.0K | $-216.0K | $-570.0K | $-903.0K | $-1M | $-1M | $-2M | $-2M | $-2M | $-2M | $-2M | $-2M | $-1M | $-189.0K | $-200.0K | |
| Stockholders' Equity | $324M | $312M | $301M | $293M | $283M | $275M | $271M | $268M | $267M | $268M | $266M | $258M | $249M | $242M | $238M | $232M | |
| Liabilities + Equity | $3.48B | $3.37B | $3.36B | $3.24B | $3.24B | $3.18B | $3.27B | $3.16B | $3.14B | $3.16B | $3.22B | $3.25B | $3.25B | $3.25B | $3.25B | $2.72B | |
| Shares Outstanding | 7,973,180 | 7,973,180 | 7,899,943 | 7,877,443 | 7,873,387 | 7,888,013 | 7,859,873 | 7,858,573 | 7,866,499 | 7,908,180 | 7,882,616 | 7,841,616 | 7,829,950 | 7,843,438 | 7,730,699 | 7,711,843 |
Cashflow
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $1M | $974.0K | $970.0K | $934.0K | $931.0K | $940.0K | $940.0K | $903.0K | $896.0K | $884.0K | $890.0K | $886.0K | |
| Stock-based Comp | $937.0K | $1M | $763.0K | $657.0K | $681.0K | $243.0K | $679.0K | $623.0K | $622.0K | $1M | $1M | $640.0K | $666.0K | $702.0K | $470.0K | $634.0K | |
| Deferred Tax | $1M | $0 | $-1M | $0 | $-224.0K | $176.0K | $-601.0K | $2M | $-2M | $282.0K | $-77.0K | $562.0K | $-1M | $472.0K | $-2M | $-1M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | · | $-6M | · | · | · | $-4M | · | · | · | $3M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | $10M | $8M | $8M | $10M | $6M | $4M | $14M | $-557.0K | $7M | $9M | $-527.0K | $13M | $13M | $7M | $18M | $18M | |
| CapEx | $191.0K | $470.0K | $265.0K | $404.0K | $378.0K | $97.0K | $46.0K | $115.0K | $369.0K | $83.0K | $246.0K | $144.0K | $948.0K | $707.0K | $611.0K | $628.0K | |
| Investing Cash Flow | $-108M | $-19M | $-183M | $-34M | $-31M | $83M | $-96M | $17M | $10M | $35M | $45M | $5M | $-17M | $-82M | $-398M | $-236M | |
| Stock Repurchased | $0 | $150.0K | $0 | $0 | $422.0K | $912.0K | $0 | $231.0K | $986.0K | $920.0K | $0 | $0 | $0 | $0 | $0 | $2M | |
| Net Stock Activity | · | $-150.0K | · | · | · | $-912.0K | · | · | · | $-920.0K | · | · | · | $0 | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Financing Cash Flow | $84M | $4M | $106M | $-3M | $42M | $-90M | $98M | $24M | $-14M | $-66M | $-33M | $-22M | $-11M | $-4M | $513M | $269M | |
| Net Change in Cash | $-15M | $-7M | $-70M | $-27M | $18M | $-3M | $16M | $40M | $4M | $-22M | $11M | $-4M | $-15M | $-78M | $133M | $52M | |
| Taxes Paid | · | · | · | $2M | $3M | $515.0K | · | $2M | $3M | $426.0K | $2M | $3M | $7M | $162.0K | $3M | $3M | |
| Free Cash Flow | · | $7M | · | · | · | $4M | · | · | · | $9M | · | · | · | $6M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-11M | · | · | · | $-8M | · | · |
Rentabilität
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 1860.5% | 1445.5% | · | 1293.7% | 1348.4% | 1144.2% | · | 335.0% | · | 1237.8% | · | 3325.5% | 2211.4% | 3629.0% | · | 3822.5% | |
| Pretax Margin | 2451.1% | 1842.2% | · | 1730.3% | 1752.7% | 1489.5% | · | 471.6% | · | 1671.7% | · | 4371.1% | 2817.7% | 4737.8% | · | 4829.6% | |
| EBITDA Margin | · | 141.7% | · | · | · | 161.8% | · | · | · | 309.2% | · | · | · | 309.1% | · | · | |
| ROA | 0.37% | 0.34% | · | 0.31% | 0.28% | 0.22% | · | 0.06% | · | 0.12% | · | 0.33% | 0.28% | 0.36% | · | 0.37% | |
| ROE | 4.1% | 3.8% | · | 3.6% | 3.3% | 2.5% | · | 0.73% | · | 1.5% | · | 4.0% | 3.4% | 4.6% | · | 4.3% |
Effizienz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Pro Aktie
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $40.57 | $39.11 | · | $37.17 | $35.98 | $34.89 | · | $34.09 | · | $33.89 | · | $32.88 | $31.78 | $30.89 | · | $30.02 | |
| Revenue / Share | $0.08 | $0.10 | · | $0.10 | $0.09 | $0.08 | · | $0.07 | · | $0.04 | · | $0.04 | $0.05 | $0.04 | · | $0.03 | |
| Cash Flow / Share | · | $0.99 | · | · | · | $0.51 | · | · | · | $1.17 | · | · | · | $0.93 | · | · | |
| Dividend / Share | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $5.36 | $4.98 | · | $3.65 | $2.62 | $1.62 | · | $1.93 | $2.89 | $3.82 | · | $4.62 | $4.55 | $5.08 | · | $4.76 |
Bewertung (TTM)
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3M | $3M | · | $3M | $2M | $2M | · | $2M | $1M | $2M | · | $1M | $1M | $1M | · | $986.0K | |
| Net Income TTM | $43M | $40M | · | $29M | $21M | $13M | · | $15M | $23M | $30M | · | $36M | $36M | $40M | · | $37M | |
| Market Cap | $468M | $387M | · | $349M | $284M | $238M | · | $235M | · | $205M | · | $190M | $191M | $195M | · | $224M | |
| P/E | 11.0 | 9.7 | · | 12.1 | 13.8 | 18.6 | · | 15.5 | 8.8 | 6.8 | · | 5.3 | 5.4 | 4.9 | · | 6.1 | |
| P/S | 156.4 | 128.8 | · | 131.8 | 116.3 | 105.3 | · | 114.1 | · | 124.6 | · | 148.2 | 155.2 | 174.4 | · | 227.7 | |
| P/B | 1.4 | 1.2 | · | 1.2 | 1.0 | 0.9 | · | 0.9 | · | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 1.0 | |
| P / Tangible Book | 1.5 | 1.3 | · | 1.2 | 1.0 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 1.0 | |
| P / Cash Flow | · | 50.1 | · | · | · | 60.7 | · | · | · | 22.7 | · | · | · | 27.4 | · | · | |
| Dividend Yield | 1.3% | 1.6% | · | 1.8% | 2.2% | 2.6% | · | 2.7% | · | 3.0% | · | 3.3% | 3.2% | 3.2% | · | 2.7% | |
| Earnings Yield | 9.1% | 10.3% | · | 8.2% | 7.3% | 5.4% | · | 6.4% | 11.4% | 14.7% | · | 19.0% | 18.7% | 20.4% | · | 16.4% | |
| Payout Ratio | · | 14.0% | · | · | · | 22.8% | · | · | · | 42.0% | · | · | · | 15.0% | · | · | |
| Annual Payout | $6M | $6M | · | $6M | $6M | $6M | · | $6M | · | $6M | · | $6M | $6M | $6M | · | $6M |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Umsatz | $3M | $2M | $2M | $1M | $872.0K |
| Nettoergebnis | $35M | $10M | $37M | $37M | $27M |
| Verwässerte EPS | $4.45 | $1.23 | $4.67 | $4.79 | $3.36 |
Keine Daten für diese Aufstellung
Noch nicht genügend Fundamentaldaten vorhanden, um diese Aufstellung zu erstellen.
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Freier Cashflow | $27M | $29M | $30M | $78M | · |
Institutionelle Eigentümer (13F) 130 Einreicher · $241.8M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Inhaber
130
Gehaltener Wert
$241.8M
Neue Positionen
19
Geschlossene Positionen
9
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 19 (+2 vs. Vorquartal) | 9 (+3 vs. Vorquartal) | 50 (+2 vs. Vorquartal) | 31 (+4 vs. Vorquartal) | +298K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| BlackRock, Inc. | $28.974.327 | 493.180 | 11,98% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $19.373.715 | 329.747 | 8,01% | Aktien |
| VANGUARD GROUP INC | $16.806.134 | 366.786 | 6,95% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.297.133 | 277.398 | 6,74% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $9.841.745 | 167.476 | 4,07% | Aktien |
| Pacific Ridge Capital Partners, LLC | $9.794.154 | 166.709 | 4,05% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $9.294.132 | 158.198 | 3,84% | Aktien |
| STATE STREET CORP | $8.588.193 | 146.182 | 3,55% | Aktien |
| TWO SIGMA INVESTMENTS, LP | $6.957.116 | 118.419 | 2,88% | Aktien |
| Siena Capital Partners GP, LLC | $6.823.108 | 116.138 | 2,82% | Aktien |
| Hillsdale Investment Management Inc. | $6.521.250 | 111.000 | 2,70% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $6.401.398 | 108.960 | 2,65% | Aktien |
| NORTHERN TRUST CORP | $5.553.050 | 94.520 | 2,30% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $5.507.695 | 93.748 | 2,28% | Aktien |
| BANC FUNDS CO LLC | $5.312.351 | 90.423 | 2,20% | Aktien |
| GM Advisory Group, Inc. | $5.167.300 | 106.498 | 2,14% | Aktien |
| Wealthspire Advisors, LLC | $5.142.834 | 87.538 | 2,13% | Aktien |
| Nuveen, LLC | $4.718.918 | 80.322 | 1,95% | Aktien |
| Qube Research & Technologies Ltd | $4.362.775 | 74.260 | 1,80% | Aktien |
| GOLDMAN SACHS GROUP INC | $4.315.540 | 73.456 | 1,78% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.956.740 | 67.349 | 1,64% | Aktien |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.160.339 | 53.793 | 1,31% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $2.729.819 | 46.465 | 1,13% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.407.634 | 40.981 | 1,00% | Aktien |
| Empowered Funds, LLC | $1.891.221 | 32.191 | 0,78% | Aktien |
| ALGERT GLOBAL LLC | $1.845.984 | 31.421 | 0,76% | Aktien |
| MORGAN STANLEY | $1.781.398 | 30.321 | 0,74% | Aktien |
| Trexquant Investment LP | $1.695.290 | 28.856 | 0,70% | Aktien |
| Informed Momentum Co LLC | $1.585.134 | 26.981 | 0,66% | Aktien |
| Innovative Asset Advisors Group, LLC | $1.580.434 | 26.901 | 0,65% | Aktien |
| JPMORGAN CHASE & CO | $1.493.276 | 24.967 | 0,62% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.462.993 | 24.902 | 0,60% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $1.391.602 | 28.681 | 0,58% | Aktien |
| Bank of New York Mellon Corp | $1.377.425 | 23.446 | 0,57% | Aktien |
| SEI INVESTMENTS CO | $1.358.536 | 23.124 | 0,56% | Aktien |
| Corient Private Wealth LP | $1.305.602 | 22.223 | 0,54% | Aktien |
| BANK OF AMERICA CORP /DE/ | $1.282.806 | 21.835 | 0,53% | Aktien |
| Summit Trail Advisors, LLC | $1.252.726 | 21.323 | 0,52% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.164.308 | 19.818 | 0,48% | Aktien |
| KENNEDY CAPITAL MANAGEMENT LLC | $1.110.023 | 18.894 | 0,46% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $1.033.882 | 17.598 | 0,43% | Aktien |
| CITADEL ADVISORS LLC | $943.055 | 16.052 | 0,39% | Aktien |
| TWO SIGMA ADVISERS, LP | $930.146 | 20.300 | 0,38% | Aktien |
| Integrated Quantitative Investments LLC | $895.174 | 15.237 | 0,37% | Aktien |
| BARCLAYS PLC | $877.725 | 14.940 | 0,36% | Aktien |
| STATE OF WISCONSIN INVESTMENT BOARD | $828.493 | 14.102 | 0,34% | Aktien |
| Northeast Financial Consultants Inc | $789.166 | 21.903 | 0,33% | Aktien |
| MANGROVE PARTNERS IM, LLC | $608.533 | 10.358 | 0,25% | Aktien |
| Russell Investments Group, Ltd. | $554.141 | 9.359 | 0,23% | Aktien |
| Sierra Capital LLC | $552.338 | 9.402 | 0,23% | Aktien |
Aktivisten & 5%+-Eigentümer 4 Beteiligungen
Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.
| Anmelder | Eingereicht | Beteiligung | Status | Zweck | Einreichung |
|---|---|---|---|---|---|
| George P. Bauer ×2 Einreichungen | 18. Dezember 2025 | 4,98% | Änderung | Passive Anlage | SEC |
| Seidman and Associates LLC, Seidman Investment Partnership LP, Seidman Investment Partnership II LP, LSBK06-08 LLC, Broad Park Investors LLC, Chewy Gooey Cookies LP, Veteri Place Corporation, Lawrence B Seidman ×3 Einreichungen | 15. September 2025 | 10,01% | Änderung | · | SEC |
| Seidman and Associates, L.L.C., Seidman Investment Partnership, L.P., Seidman Investment Partnership II, L.P., Seidman Investment Partnership III, L.P., LSBK06-08, L.L.C., Broad Park Investors, L.L.C., Chewy Gooey Cookies, L.P., CBPS, LLC, Veteri Place Corporation, JBRC I, LLC, Lawrence B. Seidman ×5 Einreichungen | 6. Februar 2020 | · | Erste Einreichung | · | SEC |
| James A. Fieber ×2 Einreichungen | 23. Mai 2014 | · | Erste Einreichung | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Unternehmensinsider 35 Insider · 11 Führungskräfte · 22 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Christopher Gruseke | CEO | 9. Februar 2026 S | 172.147 | 0 | 1 | $-251.738 |
| Courtney E Sacchetti | EVP & Chief Financial Officer | 9. Februar 2026 S | 3.201 | 0 | 1 | $-52.877 |
| Penko Krassimir Ivanov | EVP & Chief Financial Officer | 24. Juni 2022 P | 1.679 | 0 | 0 | $0 |
| Ernest J Verrico SR | EVP & CFO | 1. Februar 2016 P | 2.000 | 0 | 0 | $0 |
| Matt Mcneill | President & CBO | 9. Februar 2026 S | 45.019 | 0 | 1 | $-189.055 |
| Laura Waitz | EVP & Chief Operating Officer | 8. Februar 2023 F | 4.128 | 0 | 0 | $0 |
| Ryan Jason Hildebrand | Chief Innovation Officer | 31. Juli 2026 S | 0 | 0 | 2 | $-213.524 |
| Christine Chivily | EVP & Chief Credit Officer | 1. Mai 2026 S | 11.865 | 0 | 3 | $-440.449 |
| Steven H Brunner | EVP & Chief Risk Officer | 9. Februar 2026 S | 3.389 | 0 | 1 | $-93.519 |
| Heidi Dewyngaert | EVP & CLO | 2. Dezember 2019 F | 59.266 | 0 | 0 | $0 |
| David P Dineen | EVP, Head of Community Banking | 29. August 2018 S | 3.750 | 0 | 0 | $0 |
| Jeffrey R Dunne | Direktor | 8. September 2026 P | 6.381 | 4 | 0 | $68.147 |
| Carl M Porto | Direktor | 8. September 2026 P | 22.397 | 4 | 0 | $82.283 |
| Blake S Drexler | Direktor | 8. September 2026 P | 37.049 | 4 | 0 | $21.749 |
| Eric J Dale | Direktor | 8. September 2026 P | 43.026 | 4 | 0 | $130.835 |
| Lawrence B Seidman | Direktor | 8. September 2026 P | 25.604 | 86 | 6 | $3.634.589 |
| Todd Lampert | Direktor | 5. Juni 2026 S | 12.366 | 0 | 1 | $-187.565 |
| Kevin D Leitao | Direktor | 23. Februar 2026 S | 500 | 0 | 1 | $-9.278 |
| Anahaita N. Kotval | Direktor | 9. Februar 2026 A | 1.455 | 0 | 0 | $0 |
| Darryl Demos | Direktor | 9. Februar 2026 A | 1.455 | 0 | 0 | $0 |
| James M Garnett Jr | Direktor | 29. Dezember 2023 A | 1.600 | 0 | 0 | $0 |
| Gail E D Brathwaite | Direktor | 29. Dezember 2023 A | 1.600 | 0 | 0 | $0 |
| Richard Castiglioni | Direktor | 30. Dezember 2022 A | 1.600 | 0 | 0 | $0 |
| George P. Bauer | Direktor | 30. Dezember 2022 A | 1.600 | 0 | 0 | $0 |
| Victor S Liss | Direktor | 30. Dezember 2022 A | 1.600 | 0 | 0 | $0 |
| Daniel S Jones | Direktor | 24. Mai 2022 P | 30.159 | 0 | 0 | $0 |
| James A Fieber | Direktor | 22. März 2018 A | 1.000 | 0 | 0 | $0 |
| Raymond W Palumbo | Direktor | 10. Januar 2017 A | 1.000 | 0 | 0 | $0 |
| Frederick R Afragola | Direktor | 10. Januar 2017 A | 1.000 | 0 | 0 | $0 |
| Carl R Kuehner III | Direktor | 23. Januar 2015 M | 515 | 0 | 0 | $0 |
| Michael J Brandt | Direktor | 15. Dezember 2014 A | 300 | 0 | 0 | $0 |
| Mark Fitzgibbon | Direktor | 15. Mai 2014 P | 1.139 | 0 | 0 | $0 |
| Hugh Halsell III | Direktor | 15. Mai 2014 P | 1.235 | 0 | 0 | $0 |
| Angelo G Fusaro | · | 9. Februar 2026 S | 2.273 | 0 | 1 | $-15.762 |
| William J Fitzpatrick | · | 3. Dezember 2015 M | 805 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 23 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0,24% | 2.134 NS | 31. Juli 2026 | N-PORT |
| IWC · iShares Trust | 0,10% | 20.858 SH | 11. September 2026 | Täglich |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 4.449 SH | 19. August 2026 | Täglich |
| DFAT · Dimensional ETF Trust | 0,02% | 39.065 NS | 31. Juli 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 660 SH | 30. September 2026 | Täglich |
| DFSV · Dimensional ETF Trust | 0,02% | 18.804 NS | 31. Juli 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 174.491 SH | 11. September 2026 | Täglich |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 5.523 SH | 1. Oktober 2026 | Täglich |
| RSSL · Global X Funds | 0,01% | 2.888 NS | 31. Juli 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 26.480 NS | 31. Juli 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 35.006 SH | 19. August 2026 | Täglich |
| IWO · iShares Trust | 0,01% | 11.393 SH | 11. September 2026 | Täglich |
| DFAC · Dimensional ETF Trust | 0,00% | 18.277 NS | 31. Juli 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 743 NS | 31. Juli 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 431 NS | 31. Juli 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1.521 NS | 31. Juli 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1.302 NS | 31. Juli 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 82.616 SH | 19. August 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 188.621 SH | 19. August 2026 | Täglich |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1.047 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 479 SH | 19. August 2026 | Täglich |
| DXUV · Dimensional ETF Trust | 0,00% | 4 NS | 31. Juli 2026 | N-PORT |
| IWN · iShares Trust | · | 55.008 SH | 11. September 2026 | Täglich |
BWFG Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
Bewertung · 9 Analysten
KAUF
Median-Ziel
$69.50
+4,3%
2 22,2%
Starker Kauf
4 44,4%
Kauf
3 33,3%
Halten
0 0,0%
Verkauf
0 0,0%
Starker Verkauf
12-Monats-Kursziel
2 Analysten · 2026-10-01Mittelwert-Ziel $69.50 +4,3%
← Unter allen Zielen
Aktueller Preis $66.65
Tief$67.00
Mittelwert$69.50
Hoch$72.00
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| BWFG | $362M | 10.3 | 44.0% | 1245.5% | 12.0% | · |
| CIVB | · | 8.4 | -0.52% | 242.9% | 9.8% | · |
| NRIM | $588M | 9.3 | 30.4% | 25.3% | 20.9% | 81.7% |
| UNTY | $516M | 9.1 | 23.1% | 44.0% | 18.1% | · |
| HBCP | $453M | 9.8 | 10.2% | 31.0% | 10.9% | · |
| BSVN | $388M | 9.1 | -1.1% | 44.7% | 18.6% | · |
| NPB | $579M | 8.0 | 29.2% | 34.5% | 14.2% | · |
| BSRR | $434M | 10.5 | 2.5% | 27.3% | 11.8% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis
Derzeit kein offenes Signal – keine Karte ist ausgefüllt, und das ist ehrlich.
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.
Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.
Quelle: SEC 10-Q eingereicht Aug 5, 2026