BANX ArrowMark Financial Corp. - Closed End Fund
BANX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
BANX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.1500 |
| June 23, 2026 | $0.1500 |
| May 22, 2026 | $0.1500 |
| April 23, 2026 | $0.1500 |
| March 23, 2026 | $0.1500 |
| Feb. 3, 2026 | $0.1500 |
| Jan. 22, 2026 | $0.1000 |
| Jan. 21, 2026 | $0.1500 |
| Dec. 26, 2025 | $0.4500 |
| Dec. 3, 2025 | $0.4000 |
| Sept. 22, 2025 | $0.4500 |
| June 23, 2025 | $0.4500 |
| March 20, 2025 | $0.5500 |
| Dec. 26, 2024 | $0.6500 |
| Sept. 26, 2024 | $0.4500 |
| June 24, 2024 | $0.4500 |
| March 20, 2024 | $0.4500 |
| Dec. 28, 2023 | $0.5500 |
| Oct. 19, 2023 | $0.4200 |
| Sept. 21, 2023 | $0.4500 |
BANX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 28.6%
- Buy 4 57.1%
- Hold 1 14.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| Dec. 31, 2022 | $0.53 | $0.54 | -0.01% |
| Sept. 30, 2022 | $0.46 | $0.47 | -0.01% |
| June 30, 2022 | $0.43 | $0.45 | -0.02% |
| March 31, 2022 | $0.42 | $0.47 | -0.05% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BANX | — | — | — | — | — | — |
| SCM | $367M | 13.3 | — | — | 7.3% | — |
| PNNT | — | — | — | — | — | — |
| TPVG | $265M | 6.2 | 14.9% | 2346.5% | 14.0% | — |
| LIEN | $236M | 7.1 | — | — | 11.0% | — |
| SPMC | — | — | — | — | — | — |
| WHG | — | 21.8 | 3.2% | 7.2% | 5.7% | — |
| EARN | — | — | — | — | — | — |
| OXSQ | — | — | — | — | — | — |
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Institutional owners (13F) 38 filers · $33.1M 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 8 (0 vs prior Q) | 7 (+2 vs prior Q) | 6 (-8 vs prior Q) | 13 (+7 vs prior Q) | -38K |
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 |
|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | $17,298,505 | 884,834 | 52.21% | Shares |
| STIFEL FINANCIAL CORP | $2,718,823 | 139,071 | 8.21% | Shares |
| Noble Wealth Management PBC | $2,095,701 | 107,197 | 6.33% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,479,935 | 75,700 | 4.47% | Call option |
| Everstar Asset Management, LLC | $1,165,806 | 59,632 | 3.52% | Shares |
| Closed-End Fund Advisors, Inc. | $1,068,408 | 54,650 | 3.22% | Shares |
| Almitas Capital LLC | $993,981 | 50,843 | 3.00% | Shares |
| AlphaCore Capital LLC | $787,044 | 40,258 | 2.38% | Shares |
| MORGAN STANLEY | $658,737 | 33,695 | 1.99% | Shares |
| CSS LLC/IL | $524,351 | 26,821 | 1.58% | Shares |
| OPPENHEIMER & CO INC | $469,923 | 24,037 | 1.42% | Shares |
| Capital Investment Advisors, LLC | $446,639 | 22,846 | 1.35% | Shares |
| OSAIC HOLDINGS, INC. | $392,850 | 20,093 | 1.19% | Shares |
| Hudson Bay Capital Management LP | $356,240 | 18,222 | 1.08% | Shares |
| Falcon Wealth Planning | $316,299 | 16,179 | 0.95% | Shares |
| Catalina Capital Group, LLC | $299,566 | 15,717 | 0.90% | Shares |
| Mariner, LLC | $292,748 | 14,974 | 0.88% | Shares |
| Rockefeller Capital Management L.P. | $288,597 | 14,762 | 0.87% | Shares |
| UBS Group AG | $272,547 | 13,941 | 0.82% | Shares |
| MARSHALL WACE, LLP | $237,884 | 12,168 | 0.72% | Shares |
| Accurate Wealth Management, LLC | $227,760 | 11,388 | 0.69% | Shares |
| Private Advisor Group, LLC | $216,102 | 11,054 | 0.65% | Shares |
| Belpointe Asset Management LLC | $201,365 | 10,300 | 0.61% | Shares |
| Integrated Wealth Concepts LLC | $176,771 | 9,042 | 0.53% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $37,204 | 1,903 | 0.11% | Shares |
| TRUST CO OF VERMONT | $34,213 | 1,750 | 0.10% | Shares |
| JPMORGAN CHASE & CO | $20,966 | 1,073 | 0.06% | Shares |
| SIMPLEX TRADING, LLC | $18,064 | 924 | 0.05% | Shares |
| CALDWELL SUTTER CAPITAL, INC. | $13,548 | 693 | 0.04% | Shares |
| Wilmington Savings Fund Society, FSB | $9,775 | 500 | 0.03% | Shares |
| Allworth Financial LP | $3,910 | 200 | 0.01% | Shares |
| NFSG Corp | $3,910 | 200 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,639 | 135 | 0.01% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,955 | 100 | 0.01% | Shares |
| Russell Investments Group, Ltd. | $59 | 3 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $59 | 3 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $39 | 2 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $28 | 1 | 0.00% | Shares |
Company insiders 15 insiders · 7 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Sanjai Bhonsle | CEO | May 4, 2023 P | 10,200 | 0 | 0 | $0 |
| Joshua S. Siegel | CEO | Sept. 22, 2017 P | 6,507 | 0 | 0 | $0 |
| FARRELL PATRICK JOSEPH | Chief Financial Officer | March 14, 2025 P | 7,209 | 0 | 0 | $0 |
| Dana Staggs | President | April 9, 2025 P | 5,750 | 0 | 0 | $0 |
| George Shilowitz | President | Dec. 1, 2016 P | 13,550 | 0 | 0 | $0 |
| Richard Allen Grove | Chief Compliance Officer | May 4, 2023 P | 1,500 | 0 | 0 | $0 |
| David S Lentinello | Controller | March 26, 2020 P | 1,000 | 0 | 0 | $0 |
| Thompson Melissa Marano | Director | March 27, 2026 P | 1,500 | 1 | 0 | $28,140 |
| John Scott Emrich | Director | March 31, 2025 S | 4,725 | 0 | 0 | $0 |
| Guy M Arnold | Director | May 5, 2023 P | 10,000 | 0 | 0 | $0 |
| Michael Stolper | Director | May 4, 2023 P | 6,300 | 0 | 0 | $0 |
| Karen Reidy | Director | Aug. 6, 2021 P | 11,467 | 0 | 0 | $0 |
| Michael Van Praag | Director | March 26, 2021 P | 5,000 | 0 | 0 | $0 |
| Clara Miller | Director | March 8, 2017 P | 2,000 | 0 | 0 | $0 |
| Emil Henry | Director | Dec. 11, 2014 P | 10,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only