your badges 52W Range $43–$46 26% of range Analyst Rating · Price Target · P/E (TTM) · ROE · Net Profit Margin ·

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

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Price $43.56
EPS (TTM) $7.13
52W Range $43–$46

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

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EPS$7.13
2022-06-30 → 2026-06-30
Valuation & Ratios 07–12

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

No data for this ratio group yet

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value · industry median · verdict relative to median

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

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Income Statement 6
Metric Trend 202620252024202320222021202020192018
Operating Expenses $3M$2M$2M$2M$2M$2M$1M$667.0K$45.0K
Net Income $247M$316M$188M$40M$20M$-12M$159M$56M$-9M
EPS (Basic) $7.13$9.36$4.03$0.78$0.36$-0.19$3.64$1.91$-4.33
EPS (Diluted) $7.13$9.36$4.03$0.78$0.36····
Shares (Basic) 34,634,00033,706,00046,607,00050,563,00054,305,00062,495,00043,630,00029,312,0002,150,000
Shares (Diluted) 34,634,00033,706,00046,607,00050,563,00054,305,000····
Balance Sheet 3
Metric Trend 202620252024202320222021202020192018
Total Assets $1.33B$1.11B$791M$936M$996M$1.01B$1.04B$546M$251M
Total Liabilities $205.0K$162.0K$137.0K$139.0K$144.0K$154.0K$141.0K$75.0K$31.0K
Shares Outstanding 33,650,00034,100,00034,350,00049,450,000·····
Profitability 1
Metric Trend 202620252024202320222021202020192018
ROA 20.2%33.3%21.7%4.1%2.0%-1.2%20.0%14.1%·
Per Share 1
Metric Trend 202620252024202320222021202020192018
EPS (TTM) $7.13$9.36$4.03$0.78$0.36····
Growth Rates 4
Metric Trend 202620252024202320222021202020192018
EPS YoY -23.8%132.3%416.7%116.7%·····
EPS CAGR 3Y 109.1%196.2%·······
Net Income YoY -21.8%68.2%372.9%102.3%·····
Net Income CAGR 3Y 83.9%152.4%·······
Valuation (TTM) 1
Metric Trend 202620252024202320222021202020192018
Net Income TTM $247M$316M$188M$40M$20M$-12M$159M$56M$-9M

Most recent period on the left · null values shown as ·

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

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Metric 2026-06-302025-06-302024-06-302023-06-302022-06-30
Net Income $247M $316M $188M $40M $20M
Diluted EPS $7.13 $9.36 $4.03 $0.78 $0.36

Institutional owners (13F) 186 filers · $565.5M total · As of June 30, 2026

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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.

Holders 186
Value held $565.5M
New positions 19
Exited positions 19
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
19 (-4 vs prior Q) 19 (+6 vs prior Q) 55 (0 vs prior Q) 51 (-6 vs prior Q) -3.0M

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
Richard Bernstein Advisors LLC $99,255,931 2,151,643 17.55% Shares
BANK OF AMERICA CORP /DE/ $97,416,902 2,464,379 17.23% Shares
LPL Financial LLC $27,364,542 692,247 4.84% Shares
ENVESTNET ASSET MANAGEMENT INC $25,032,452 633,252 4.43% Shares
ROYAL BANK OF CANADA $22,669,000 573,459 4.01% Shares
BRANDYWINE OAK PRIVATE WEALTH LLC $17,892,926 452,642 3.16% Shares
LAKE STREET PRIVATE WEALTH, LLC $16,147,002 408,474 2.86% Shares
Cetera Investment Advisers $12,207,417 308,814 2.16% Shares
China Universal Asset Management Co., Ltd. $11,977,590 303,000 2.12% Shares
MML INVESTORS SERVICES, LLC $11,881,255 300,563 2.10% Shares
Bank of New York Mellon Corp $11,064,447 279,900 1.96% Shares
Columbus Macro, LLC $9,882,496 250,000 1.75% Shares
Arax Advisory Partners $8,635,448 218,453 1.53% Shares
Advyzon Investment Management, LLC $8,359,725 211,478 1.48% Shares
Mason & Associates Inc $8,155,511 206,312 1.44% Shares
STIFEL FINANCIAL CORP $7,413,891 187,551 1.31% Shares
ALM First Financial Advisors, LLC $7,196,834 233,353 1.27% Shares
a16z Perennial Management, L.P. $7,192,325 181,946 1.27% Shares
Brendel Financial Advisors LLC $5,801,147 146,753 1.03% Shares
CAPTRUST FINANCIAL ADVISORS $5,270,935 133,340 0.93% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $5,000,466 126,498 0.88% Shares
RAYMOND JAMES FINANCIAL INC $4,964,652 125,592 0.88% Shares
FSA Investment Group, LLC $4,920,971 124,487 0.87% Shares
U.S. Capital Wealth Advisors, LLC $4,904,726 106,324 0.87% Shares
ETF Store, Inc. $4,701,145 118,926 0.83% Shares
Steward Partners Investment Advisory, LLC $4,529,189 114,576 0.80% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,145,350 104,866 0.73% Shares
Empowered Funds, LLC $3,816,622 96,550 0.67% Shares
Maridea Wealth Management LLC $3,657,197 92,517 0.65% Shares
Clear Point Advisors Inc. $3,554,340 89,915 0.63% Shares
OSAIC HOLDINGS, INC. $3,447,984 87,224 0.61% Shares
Rockefeller Capital Management L.P. $3,407,012 86,188 0.60% Shares
Jackson Hole Capital Partners, LLC $3,272,924 70,950 0.58% Shares
Lido Advisors, LLC $3,091,009 78,194 0.55% Shares
Sanctuary Advisors, LLC $3,013,135 76,224 0.53% Shares
MERCER GLOBAL ADVISORS INC /ADV $2,993,093 75,717 0.53% Shares
Belpointe Asset Management LLC $2,799,119 70,810 0.49% Shares
Cherry Creek Investment Advisors, Inc. $2,605,778 65,919 0.46% Shares
AE Wealth Management LLC $2,593,128 65,599 0.46% Shares
Cambria Investment Management, L.P. $2,169,920 54,893 0.38% Shares
GC Wealth Management RIA, LLC $2,130,390 53,893 0.38% Shares
HighTower Advisors, LLC $2,005,041 50,722 0.35% Shares
Kades & Cheifetz LLC $1,997,750 77,163 0.35% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $1,774,591 44,892 0.31% Shares
Vestmark Advisory Solutions, Inc. $1,770,203 44,781 0.31% Shares
SMITH, MOORE & CO. $1,734,063 43,867 0.31% Shares
INSPIRION WEALTH ADVISORS, LLC $1,632,360 41,045 0.29% Shares
HighPoint Advisor Group LLC $1,630,376 41,244 0.29% Shares
NewEdge Advisors, LLC $1,554,599 39,327 0.27% Shares
JANE STREET GROUP, LLC $1,422,052 35,974 0.25% Shares
IMC-Chicago, LLC $1,409,679 35,661 0.25% Shares
Defined Financial Planning LLC $1,376,981 41,930 0.24% Shares
BKM Wealth Management, LLC $1,365,366 34,540 0.24% Shares
HUNTINGTON NATIONAL BANK $1,334,771 33,766 0.24% Shares
Aptus Capital Advisors, LLC $1,304,569 33,002 0.23% Shares
CORE WEALTH ADVISORS, LLC $1,302,000 32,937 0.23% Shares
Semus Wealth Partners LLC $1,274,091 32,231 0.23% Shares
AMERICAN FINANCIAL & TAX STRATEGIES INC $1,232,071 31,168 0.22% Shares
Virtue Capital Management, LLC $1,158,427 29,305 0.20% Shares
Capital Advisor Network LLC $1,153,999 29,193 0.20% Shares
LexAurum Advisors, LLC $1,134,195 28,692 0.20% Shares
Financial Guidance Group, Inc. $1,106,010 27,979 0.20% Shares
Leo Wealth, LLC $1,103,845 23,929 0.20% Shares
UBS Group AG $1,097,827 27,772 0.19% Shares
Mariner, LLC $1,095,495 27,713 0.19% Shares
HANSEATIC MANAGEMENT SERVICES INC $1,074,069 27,171 0.19% Shares
EQ LLC $1,062,103 26,868 0.19% Shares
DMC Group, LLC $1,019,321 25,786 0.18% Shares
CHOREO, LLC $992,005 25,095 0.18% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $926,662 23,442 0.16% Shares
Atria Investments, Inc $853,729 21,597 0.15% Shares
Farther Finance Advisors, LLC $774,037 19,581 0.14% Shares
Jaffetilchin Investment Partners, LLC $728,116 15,784 0.13% Shares
ARMSTRONG ADVISORY GROUP, INC $703,318 17,792 0.12% Shares
Freestone Capital Holdings, LLC $702,211 17,764 0.12% Shares
Corient Private Wealth LP $672,960 17,024 0.12% Shares
Tactive Advisors, LLC $638,489 16,152 0.11% Shares
OneDigital Investment Advisors LLC $613,229 15,513 0.11% Shares
Private Advisor Group, LLC $608,681 15,398 0.11% Shares
MGO ONE SEVEN LLC $602,121 15,232 0.11% Shares
Essex Financial Services, Inc. $593,385 15,011 0.10% Shares
FLYNN ZITO CAPITAL MANAGEMENT, LLC $578,561 14,636 0.10% Shares
DENVER WEALTH MANAGEMENT, INC. $562,947 14,241 0.10% Shares
Almanack Investment Partners, LLC. $561,721 14,210 0.10% Shares
Cerity Partners LLC $541,205 13,691 0.10% Shares
Crew Capital Management, Ltd $527,567 13,346 0.09% Shares
J HAGAN CAPITAL, INC. $524,049 13,257 0.09% Shares
EHRLICH FINANCIAL GROUP $522,587 13,220 0.09% Shares
PATRON PARTNERS, LLC $520,452 13,166 0.09% Shares
Evanson Asset Management, LLC $511,259 11,083 0.09% Shares
Kraft, Davis & Associates, LLC $510,936 12,767 0.09% Shares
IHT Wealth Management, LLC $502,268 12,706 0.09% Shares
Stratos Wealth Partners, LTD. $488,393 12,355 0.09% Shares
Creative Planning $474,795 12,011 0.08% Shares
CLG LLC $474,360 12,000 0.08% Shares
Beacon Financial Advisory LLC $451,907 11,432 0.08% Shares
Portfolio Strategies, Inc. $439,692 11,123 0.08% Shares
IPG Investment Advisors LLC $438,783 11,100 0.08% Shares
Redhawk Wealth Advisors, Inc. $436,043 11,031 0.08% Shares
Coastal Bridge Advisors, LLC $431,075 10,905 0.08% Shares
MAI Capital Management $419,492 10,612 0.07% Shares
TrinityPoint Wealth, LLC $409,373 15,812 0.07% Shares
CWM, LLC $397,917 8,626 0.07% Shares
J.E. Simmons & Co., P.C. $374,151 9,465 0.07% Shares
Simplicity Wealth,LLC $360,237 9,113 0.06% Shares
Glen Eagle Advisors, LLC $359,763 9,101 0.06% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $358,630 8,866 0.06% Shares
AXXCESS WEALTH MANAGEMENT, LLC $343,713 8,695 0.06% Shares
Comprehensive Financial Consultants Institutional, Inc. $343,397 8,687 0.06% Shares
Wealthcare Advisory Partners LLC $340,353 8,610 0.06% Shares
Savant Capital, LLC $338,733 8,569 0.06% Shares
CITADEL ADVISORS LLC $330,708 8,366 0.06% Shares
MONECO ADVISORS, LLC $328,099 8,300 0.06% Shares
TRUIST FINANCIAL CORP $312,129 7,896 0.06% Shares
Visionary Wealth Advisors $310,825 7,863 0.05% Shares
Blue Trust, Inc. $307,306 7,774 0.05% Shares
FIFTH THIRD BANCORP $288,683 7,302 0.05% Shares
HBW ADVISORY SERVICES LLC $282,719 7,152 0.05% Shares
World Investment Advisors $280,562 6,100 0.05% Shares
Castle Rock Wealth Management, LLC $277,555 6,979 0.05% Shares
Mill Creek Capital Advisors, LLC $270,737 5,869 0.05% Shares
RETIREMENT INCOME SOLUTIONS, INC $251,224 5,446 0.04% Shares
Veltria Advisors Corp. $250,106 6,327 0.04% Shares
Ballast Rock Private Wealth LLC $247,339 6,257 0.04% Shares
Frank, Rimerman Advisors LLC $241,963 6,121 0.04% Shares
StoneX Group Inc. $239,755 5,832 0.04% Shares
B. Riley Wealth Advisors, Inc. $236,410 5,979 0.04% Shares
Financial Strategies Group, Inc. $235,327 5,851 0.04% Shares
Thrive Capital Management, LLC $234,729 5,938 0.04% Shares
ZACKS INVESTMENT MANAGEMENT $232,634 5,885 0.04% Shares
Pathstone Holdings, LLC $231,883 5,866 0.04% Shares
Western Wealth Management, LLC $229,475 5,805 0.04% Shares
IFP Advisors, Inc $227,890 5,765 0.04% Shares
RS CRUM INC. $226,903 5,740 0.04% Shares
Curran Financial Partners, LLC $224,293 5,674 0.04% Shares
H D Vest Advisory Services $221,299 6,780 0.04% Shares
SAPIENT CAPITAL LLC $220,933 5,589 0.04% Shares
WHITTIER TRUST CO $218,940 5,340 0.04% Shares
PFG Advisors $203,145 5,139 0.04% Shares
Pineridge Advisors LLC $178,121 4,680 0.03% Shares
Concurrent Investment Advisors, LLC $176,660 4,469 0.03% Shares
Reyes Financial Architecture, Inc. $173,972 4,401 0.03% Shares
HARBOUR INVESTMENTS, INC. $159,780 4,042 0.03% Shares
FMR LLC $127,019 3,213 0.02% Shares
WELLS FARGO & COMPANY/MN $105,150 2,660 0.02% Shares
Integrated Wealth Concepts LLC $80,364 2,033 0.01% Shares
Sugarloaf Wealth Management, LLC $79,922 3,087 0.01% Shares
WHITTIER TRUST CO OF NEVADA INC $53,352 1,317 0.01% Shares
LifeSteps Financial, Inc. $52,180 1,320 0.01% Shares
CoreCap Advisors, LLC $50,875 1,287 0.01% Shares
Clearstead Advisors, LLC $46,804 1,184 0.01% Shares
JPMORGAN CHASE & CO $46,657 1,180 0.01% Shares
COMERICA BANK $42,914 1,010 0.01% Shares
Global Retirement Partners, LLC $41,309 1,045 0.01% Shares
HOLLENCREST CAPITAL MANAGEMENT $39,135 990 0.01% Shares
Archer Investment Corp $36,486 923 0.01% Shares
Ausdal Financial Partners, Inc. $34,391 870 0.01% Shares
SBI Securities Co., Ltd. $22,809 577 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $22,189 481 0.00% Shares
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $20,911 529 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $19,448 489 0.00% Shares
Cypress Capital Management LLC (WY) $19,172 485 0.00% Shares
Federation des caisses Desjardins du Quebec $18,381 465 0.00% Shares
SouthState Bank Corp $18,342 464 0.00% Shares
LANARK FINANCIAL, INC. $16,563 419 0.00% Shares
ASSETMARK, INC $12,571 318 0.00% Shares
NATIONAL BANK OF CANADA /FI/ $9,090 230 0.00% Shares
GAMMA Investing LLC $8,736 221 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $7,411 185 0.00% Shares
EVOLUTION WEALTH MANAGEMENT INC. $6,878 174 0.00% Shares
TRUST CO OF TOLEDO NA /OH/ $4,546 115 0.00% Shares
DecisionPoint Financial, LLC $4,057 102 0.00% Shares
AMERIFLEX GROUP, INC. $3,953 100 0.00% Shares
FLOW TRADERS U.S. LLC $3,167 80,126 0.00% Shares
Virtu Financial LLC $3,109 78,651 0.00% Shares
SIGNATUREFD, LLC $2,707 68 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,117 53,544 0.00% Shares
ST GERMAIN D J CO INC $1,621 41 0.00% Shares
Frazier Financial Advisors, LLC $1,582 40 0.00% Shares
PNC Financial Services Group, Inc. $1,384 35 0.00% Shares
Investor's Fiduciary Advisor Network, LLC $478 12,094 0.00% Shares
Janney Montgomery Scott LLC $453 11,470 0.00% Shares
WR Wealth Planners, LLC $337 13 0.00% Shares
WEDBUSH SECURITIES INC $321 8,113 0.00% Shares
MORGAN STANLEY $50 1 0.00% Shares
Roble, Belko & Company, Inc $2 50 0.00% Shares

ETF ownership Held by 19 ETFs

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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
GMOM · Cambria ETF Trust 5.37% 165,881 NS April 30, 2026 N-PORT
GAA · Cambria ETF Trust 3.48% 52,886 NS April 30, 2026 N-PORT
MOOD · EA Series Trust 2.99% 96,550 NS June 30, 2026 N-PORT
TRTY · Cambria ETF Trust 1.84% 57,979 NS April 30, 2026 N-PORT
EWK · iShares, Inc. 0.43% 81,042 SH Aug. 28, 2026 Daily
IEUS · iShares Trust 0.03% 5,997 SH Aug. 28, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … 0.03% 10,170 SH Aug. 28, 2026 Daily
ISCF · iShares Trust 0.02% 18,682 SH Aug. 28, 2026 Daily
SCZ · iShares Trust 0.01% 200,216 SH Aug. 28, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 191,488 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.01% 4,589 SH Aug. 19, 2026 Daily
IEFA · iShares Trust 0.00% 516,161 SH Aug. 28, 2026 Daily
IXUS · iShares Trust 0.00% 153,565 SH Aug. 19, 2026 Daily
IDEV · iShares Trust 0.00% 63,538 SH Aug. 27, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 827,802 SH Aug. 19, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 125,043 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 39,155 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.00% 520,002 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.00% 12,129 SH Aug. 19, 2026 Daily

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Source: SEC 10-K filed Aug 13, 2026