BANX ArrowMark Financial Corp. - Closed End Fund

NASDAQ · Financial Services
$20.82
Price · Aug 19, 2026

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

Price
$20.82
Market Cap
P/E (TTM)
EPS (TTM)
Revenue (TTM)
Div Yield
ROE
Debt/Equity
52W Range
$18 – $24

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

Revenue & Net Income
EPS
Free Cash Flow
Margins

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

Metric
5Y trend
BANX
Peer Median

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

Metric
5Y trend
BANX
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BANX
Peer Median

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

Metric
5Y trend
BANX
Peer Median

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

Metric
5Y trend
BANX
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BANX
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
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

BUY 7 analysts
  • 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

Avg Surprise
-0.02%
Next Report
Aug 26, 2026
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.

Institutional activity — Q2 2026 vs prior quarter
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