AVBH Avidbank Holdings, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$32.90
Price · Aug 19, 2026
Fundamentals as of Aug 12, 2026
52W Range
$24–$34
88% of range
Analyst Rating
BUY
10 analysts
Price Target
$38
+17% upside
P/E (TTM)
-14.6
ROE
-8.1%
Net Profit Margin
-63.2%

AVBH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$32.90
Market Cap
$360M
P/E (TTM)
-14.6
EPS (TTM)
$-2.25
Revenue (TTM)
—
Div Yield
—
ROE
-8.1%
Debt/Equity
0.2
52W Range
$24 – $34

AVBH Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $-2.25
2-point trend, -181.5%
2024-12-31 → 2025-12-31
Free Cash Flow $39M
2025-12-31 → 2025-12-31
Margins -63.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
AVBH
Peer Median
P/E (TTM)
-14.6
11.1
P/B
1.3
1.0
EV / EBITDA
234.4
—
Price / FCF
9.2
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
AVBH
Peer Median
Net Profit Margin
-63.2%
26.0%
ROA
-0.80%
1.1%
ROE
-8.1%
11.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
AVBH
Peer Median
Debt / Equity
0.2
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
AVBH
Peer Median
Revenue YoY
-61.9%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
AVBH
Peer Median
EPS (Diluted)
2-point trend, -181.5%
$-2.25
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
AVBH
Peer Median

AVBH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 10 analysts
  • Strong Buy 3 30.0%
  • Buy 6 60.0%
  • Hold 1 10.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-14
Median target $38.50 +17.0%
Mean target $38.50 +17.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.16%
Next Report
Aug 24, 2026
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.76 $0.84 -0.08%
March 31, 2026 $0.84 $0.82 0.02%
Dec. 31, 2025 $0.65 $0.77 -0.12%
Sept. 30, 2025 $0.72 $-0.49 1.2%
June 30, 2025 $0.75 $0.77 -0.01%
March 31, 2025 $0.65 $0.77 -0.12%
Dec. 31, 2024 $0.84 $0.65 0.19%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
AVBH $291M -11.8 -61.9% -63.2% -8.1% —
NECB $316M 7.0 -0.71% 42.4% 12.9% —
TSBK $263M 9.1 9.6% 35.3% 11.3% —
CARE $434M 14.2 4.7% 154.4% 7.6% —
BCML $320M 13.5 3.1% 23.8% 7.1% —
FVCB $249M 11.5 13.9% 1238.5% 8.9% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for AVBH
Metric Trend 20252024
Interest Income 2-point trend, +2.3% $146M $142M
Pretax Income 2-point trend, -190.5% $-27M $30M
Income Tax 2-point trend, -184.4% $-7M $9M
Net Income 2-point trend, -193.0% $-20M $21M
EPS (Basic) 2-point trend, -179.5% $-2.25 $2.83
EPS (Diluted) 2-point trend, -181.5% $-2.25 $2.76
Shares (Basic) 2-point trend, +17.2% 8,702,468 7,426,096
Shares (Diluted) 2-point trend, +14.4% 8,702,468 7,604,442
EBITDA $1M ·
Balance Sheet 14
Annual Balance Sheet data for AVBH
Metric Trend 20252024
Cash & Equivalents 2-point trend, +86.9% $155M $83M
PP&E (Net) 2-point trend, -34.5% $2M $2M
PP&E (Gross) 2-point trend, -0.0% $8M $8M
Accum. Depreciation 2-point trend, +14.3% $6M $6M
Total Assets 2-point trend, +11.5% $2.57B $2.30B
Short-term Debt 2-point trend, -67.6% $60M $185M
Total Liabilities 2-point trend, +8.1% $2.29B $2.12B
Total Debt $60M ·
Common Stock 2-point trend, +58.9% $170M $107M
Retained Earnings 2-point trend, -15.0% $111M $131M
AOCI 2-point trend, +99.7% $-161.0K $-51M
Stockholders' Equity 2-point trend, +50.8% $281M $186M
Liabilities + Equity 2-point trend, +11.5% $2.57B $2.30B
Shares Outstanding 2-point trend, +38.5% 10,947,967 7,906,761
Cash Flow 11
Annual Cash Flow data for AVBH
Metric Trend 20252024
D&A 2-point trend, -31.2% $1M $2M
Stock-based Comp 2-point trend, -1.2% $3M $3M
Deferred Tax 2-point trend, +1996.8% $7M $348.0K
Other Non-cash $47M ·
Operating Cash Flow 2-point trend, +72.0% $39M $23M
CapEx 2-point trend, +97.9% $93.0K $47.0K
Investing Cash Flow 2-point trend, -137.9% $-197M $-83M
Financing Cash Flow 2-point trend, +274.4% $230M $61M
Net Change in Cash 2-point trend, +5407.1% $72M $1M
Taxes Paid 2-point trend, -41.0% $4M $7M
Free Cash Flow $39M ·
Profitability 5
Annual Profitability data for AVBH
Metric Trend 20252024
Net Margin -63.2% ·
Pretax Margin -87.2% ·
EBITDA Margin 3.7% ·
ROA -0.80% ·
ROE -8.1% ·
Liquidity & Solvency 1
Annual Liquidity & Solvency data for AVBH
Metric Trend 20252024
Debt / Equity 0.2 ·
Efficiency 1
Annual Efficiency data for AVBH
Metric Trend 20252024
Asset Turnover 0.0 ·
Per Share 5
Annual Per Share data for AVBH
Metric Trend 20252024
Book Value / Share $25.66 ·
Revenue / Share $3.55 ·
Cash Flow / Share $4.49 ·
Cash / Share $14.12 ·
EPS (TTM) $-2.25 ·
Growth Rates 1
Annual Growth Rates data for AVBH
Metric Trend 20252024
Revenue YoY -61.9% ·
Valuation (TTM) 11
Annual Valuation (TTM) data for AVBH
Metric Trend 20252024
Net Income TTM $-20M ·
Market Cap $291M ·
Enterprise Value $196M ·
P/E -11.8 ·
P/B 1.0 ·
P / Tangible Book 1.0 ·
P / Cash Flow 7.4 ·
P / FCF 7.5 ·
EV / EBITDA 173.2 ·
EV / FCF 5.0 ·
Earnings Yield -8.5% ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-31
Net Income $-20M$21M
Diluted EPS $-2.25$2.76
Balance Sheet
2025-12-312024-12-31
Debt / Equity 0.2—
Cash Flow
2025-12-312024-12-31
Free Cash Flow $39M—

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Institutional owners (13F) 95 filers · $255.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (-13 vs prior Q) 9 (+2 vs prior Q) 37 (+16 vs prior Q) 22 (-1 vs prior Q) -17K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Patriot Financial Partners GP II, L.P. $34,711,822 1,050,918 13.59% Shares
ALLIANCEBERNSTEIN L.P. $25,177,499 883,421 9.86% Shares
Fourthstone LLC $23,148,019 700,818 9.06% Shares
BANC FUNDS CO LLC $22,067,343 668,100 8.64% Shares
ENDEAVOUR CAPITAL ADVISORS INC $21,757,026 658,705 8.52% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $16,288,381 493,139 6.38% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $12,312,131 372,756 4.82% Shares
VANGUARD CAPITAL MANAGEMENT LLC $11,988,272 362,951 4.69% Shares
WELLINGTON MANAGEMENT GROUP LLP $10,187,740 308,439 3.99% Shares
First Eagle Investment Management, LLC $9,381,841 284,040 3.67% Shares
TWO SIGMA INVESTMENTS, LP $8,663,769 262,300 3.39% Shares
GEODE CAPITAL MANAGEMENT, LLC $6,030,624 182,543 2.36% Shares
Curi Capital, LLC $5,989,858 181,346 2.35% Shares
STATE STREET CORP $4,539,049 137,422 1.78% Shares
EJF Capital LP $3,611,831 109,350 1.41% Shares
FRANKLIN RESOURCES INC $3,581,740 108,439 1.40% Shares
JACOBS ASSET MANAGEMENT, LLC $2,375,352 71,915 0.93% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,056,679 62,267 0.81% Shares
Elizabeth Park Capital Advisors, Ltd. $2,033,030 61,551 0.80% Shares
Qube Research & Technologies Ltd $1,975,128 59,798 0.77% Shares
JPMORGAN CHASE & CO $1,793,570 54,866 0.70% Shares
CITADEL ADVISORS LLC $1,763,868 53,402 0.69% Shares
VANGUARD FIDUCIARY TRUST CO $1,636,174 49,536 0.64% Shares
BNP PARIBAS FINANCIAL MARKETS $1,526,581 46,218 0.60% Shares
Composition Wealth, LLC $1,459,926 44,200 0.57% Shares
Point72 Asset Management, L.P. $1,232,184 37,305 0.48% Shares
Trexquant Investment LP $1,147,396 34,738 0.45% Shares
MALTESE CAPITAL MANAGEMENT LLC $1,105,844 33,480 0.43% Shares
Focus Partners Wealth $1,101,088 33,336 0.43% Shares
VANGUARD GROUP INC $1,091,988 41,114 0.43% Shares
Voleon Capital Management LP $912,586 27,629 0.36% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $857,162 25,951 0.34% Shares
GOLDMAN SACHS GROUP INC $691,681 20,941 0.27% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $676,124 20,470 0.26% Shares
AMERICAN CENTURY COMPANIES INC $624,829 18,917 0.24% Shares
MILLENNIUM MANAGEMENT LLC $534,293 16,176 0.21% Shares
TWO SIGMA ADVISERS, LP $520,576 19,600 0.20% Shares
XTX Topco Ltd $518,934 15,711 0.20% Shares
STATE OF WISCONSIN INVESTMENT BOARD $504,764 15,282 0.20% Shares
Squarepoint Ops LLC $438,837 13,286 0.17% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $438,308 13,270 0.17% Shares
BANK OF AMERICA CORP /DE/ $434,576 13,157 0.17% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $412,875 12,500 0.16% Shares
HighTower Advisors, LLC $410,959 12,442 0.16% Shares
Quadrature Capital Ltd $407,557 12,339 0.16% Shares
Schonfeld Strategic Advisors LLC $389,323 11,787 0.15% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $350,118 10,600 0.14% Shares
MENDON CAPITAL ADVISORS CORP $314,181 9,512 0.12% Shares
RHUMBLINE ADVISERS $313,714 9,498 0.12% Shares
HSBC HOLDINGS PLC $300,842 9,172 0.12% Shares
DEUTSCHE BANK AG\ $298,459 9,036 0.12% Shares
CITIGROUP INC $289,343 8,760 0.11% Shares
BARCLAYS PLC $288,286 8,728 0.11% Shares
BetterWealth, LLC $280,227 8,484 0.11% Shares
Bank of New York Mellon Corp $267,741 8,106 0.10% Shares
WELLS FARGO & COMPANY/MN $256,412 7,763 0.10% Shares
ZACKS INVESTMENT MANAGEMENT $240,458 7,280 0.09% Shares
Cerity Partners LLC $231,342 7,004 0.09% Shares
MetLife Investment Management, LLC $188,766 5,715 0.07% Shares
CALDWELL SUTTER CAPITAL, INC. $181,665 5,500 0.07% Shares
UBS Group AG $165,150 5,000 0.06% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $141,005 4,269 0.06% Shares
NEW YORK STATE COMMON RETIREMENT FUND $135,423 4,100 0.05% Shares
Nuveen, LLC $113,029 3,422 0.04% Shares
Police & Firemen's Retirement System of New Jersey $90,304 2,734 0.04% Shares
Vanguard Global Advisers, LLC $82,212 2,489 0.03% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $58,133 1,760 0.02% Shares
NORTHERN TRUST CORP $48,653 1,473 0.02% Shares
BlackRock, Inc. $44,227 1,339 0.02% Shares
Legal & General Group Plc $29,859 904 0.01% Shares
Ameritas Investment Partners, Inc. $27,778 841 0.01% Shares
MERCER GLOBAL ADVISORS INC /ADV $24,872 753 0.01% Shares
Tower Research Capital LLC (TRC) $24,706 748 0.01% Shares
CWM, LLC $17,528 615 0.01% Shares
Russell Investments Group, Ltd. $11,065 335 0.00% Shares
ROYAL BANK OF CANADA $9,000 282 0.00% Shares
Sterling Capital Management LLC $6,177 187 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,475 157 0.00% Shares
MORGAN STANLEY $3,666 111 0.00% Shares
FMR LLC $3,204 97 0.00% Shares
Integrated Wealth Concepts LLC $2,542 77 0.00% Shares
Arax Advisory Partners $2,477 75 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,568 55 0.00% Shares
Allworth Financial LP $991 30 0.00% Shares
ROTHSCHILD INVESTMENT LLC $661 20 0.00% Shares
Cornerstone Planning Group LLC $477 15 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $458 14 0.00% Shares
Essential Partners LLC $429 13 0.00% Shares
EverSource Wealth Advisors, LLC $396 12 0.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $255 7,714 0.00% Shares
Virtu Financial LLC $237 7,166 0.00% Shares
NISA INVESTMENT ADVISORS, LLC $132 4 0.00% Shares
SJS Investment Consulting Inc. $67 2 0.00% Shares
AQR CAPITAL MANAGEMENT LLC $66 2 0.00% Shares
Caitong International Asset Management Co., Ltd $66 2 0.00% Shares

Company insiders 16 insiders · 7 officers · 10 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Mark Daniel Mordell Pres., CEO Aug. 7, 2025 P 229,909 0 0 $0
Patrick Timothy Oakes EVP, CFO Aug. 7, 2025 P 34,606 0 0 $0
Gina N. Thoma EVP, COO Aug. 7, 2025 P 31,636 0 0 $0
Geoffrey Evan Butner EVP, Chief Credit Officer Aug. 7, 2025 P 33,178 0 0 $0
Victor Francesco E. Demarco EVP, Chief Legal Counsel, Secy Aug. 7, 2025 P 14,101 0 0 $0
Tami Laura Benedict EVP, Chief of Staff Aug. 7, 2025 P 23,115 0 0 $0
Robert H Scott Mgng Dir. Strat. Relationships Aug. 7, 2025 P 13,699 0 0 $0
James F. Deutsch Director May 19, 2026 A 4,500 0 0 $0
Lisa B. Hendrickson Director Aug. 7, 2025 P 2,000 0 0 $0
Bryan C. Polster Director Aug. 7, 2025 P 63,464 0 0 $0
Linda Rae Morris Director Aug. 7, 2025 P 2,500 0 0 $0
Diane J. Flynn Director Aug. 7, 2025 P 12,145 0 0 $0
Kristofer W. Biorn Director Aug. 7, 2025 P 26,033 0 0 $0
Mike Rosinus Director Aug. 7, 2025 P 16,680 0 0 $0
Marc J Verissimo Director Aug. 7, 2025 P 17,944 0 0 $0
Arthur Wasson — Aug. 14, 2026 S 10,451 0 1 $-331,400

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

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.

ETF ownership Held by 16 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 6,702 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.00% 25,317 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.00% 1,274 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.00% 137 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.00% 107 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 110 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 3 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
IWN · iShares Trust — — Aug. 17, 2026 Daily
IWM · iShares Trust — — Aug. 18, 2026 Daily
IWC · iShares Trust — — Aug. 18, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… — — July 13, 2026 Daily