BBT Beacon Financial Corporation Common stock
NYSE · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$28.34
· of 52w range
· above low
· to high
$22.8152w low
$32.8352w high
P/E
25.6
EPS
$1.03
Revenue
$30M
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52W Range
$23–$33
Analyst Rating
BUY
Price Target
$35
P/E
25.6
ROE
4.8%
Net Profit Margin
301.4%
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BBT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$28.34
P/E
25.6
EPS
$1.03
Revenue
$30M
ROE
4.8%
52W Range
$23–$33
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About Beacon Financial Corporation Common stock Company overview from Wikipedia
Berkshire Bank was an American bank based in Boston, Massachusetts that operated branches in New England, and New York; it was the third largest regional bank headquartered in Massachusetts. After a merger with Brookline Bancorp, the new entity is called Beacon Bank.
## History
The company was founded on February 6, 1846, as Berkshire County Savings Bank. In 1997, a year before James A. Cunningham Jr. was named president and CEO, the bank acquired Great Barrington Savings Bank and changed its name to Berkshire Bank.
It later acquired Woronoco Savings Bank (2005), Factory Point National Bank (2007), Rome Savings Bank and Legacy Banks (2011), Connecticut Bank & Trust Company and Beacon Federal Bank (2012), Hampden Bank (2015) and First Choice Bank (2016).
In November 2017, the year it acquired Commerce Bank & Trust Company, the firm signed a lease for a new headquarters at 60 State Street in Government Center, Boston. On November 26, 2018, Richard Marotta became chairman and CEO of Berkshire Hills Bancorp after Michael Daly resigned from those roles.
On August 20, 2020, a year after SI Financial Group was acquired by the bank, Marotta resigned as CEO of Berkshire Hills Bancorp, whose chairman, Sean Gray, took over the role.
On January 25, 2021, the board of directors announced that Nitin J. Mhatre had been appointed CEO, effective January 29. It was also announced that Gray, who had been serving as acting CEO, would continue to serve as president and COO of the bank.
On September 1, 2025, Berkshire Hills Bancorp, the bank holding company parent of Berkshire Bank, merged with Brookline Bancorp, the holding parent of Brookline Bank, Bank Rhode Island, and PCSB Bank (which serves the lower Hudson Valley in New York state). The new Beacon Financial Corporation is traded on the NYSE under the symbol "BBT"; the individual banks are expected to be rebranded "Beacon Bank" and customer service systems combined in early 2026.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancials
industryBanking
employees1,972
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$30M2016-12-31 → 2025-12-31
EPS$1.032016-12-31 → 2025-12-31
Free Cash Flow$212M2017-12-31 → 2025-12-31
Net margin301.4%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BBT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 25.65Y avg ≈23.7 | ≈23.7 | 12.9 | Overvalued | |
| Price / Tangible Book | 1.45Y avg ≈1.3 | ≈1.3 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BBT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 33.4%5Y avg ≈12.6% | ≈12.6% | 1.8% | Top tier | |
| Pretax Margin | 406.9%5Y avg ≈121.9% | ≈121.9% | 38.8% | Top tier | |
| Net Profit Margin | 301.4%5Y avg ≈92.0% | ≈92.0% | 29.4% | In line | |
| ROA | 0.51%5Y avg ≈0.71% | ≈0.71% | 0.98% | Weak | |
| ROE | 4.8%5Y avg ≈7.9% | ≈7.9% | 7.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BBT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 81.1%5Y avg ≈-0.91% | ≈-0.91% | · | · | |
| Revenue CAGR 3Y | -58.3%5Y avg ≈-63.3% | ≈-63.3% | · | · | |
| Revenue CAGR 5Y | -39.9% | · | · | · | |
| EPS YoY | 33.8%5Y avg ≈-12.3% | ≈-12.3% | · | · | |
| Net Income YoY | 31.4%5Y avg ≈-4.5% | ≈-4.5% | · | · | |
| EPS CAGR 3Y | -20.1% | · | · | · | |
| Net Income CAGR 3Y | -0.82% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BBT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Weak | |
| Revenue / Employee | ≈$15.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio69.9%
Annualized Payout≈$1.29
5Y Div CAGR≈0.00%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 14, 2026 | $0.32 | USD | ≈4.0% |
| May 15, 2026 | $0.32 | USD | ≈4.2% |
| Feb 13, 2026 | $0.32 | USD | ≈3.3% |
| Nov 10, 2025 | $0.32 | USD | ≈3.3% |
| Aug 14, 2025 | $0.18 | USD | ≈3.5% |
| May 15, 2025 | $0.18 | USD | ≈2.7% |
| Feb 20, 2025 | $0.18 | USD | ≈2.5% |
| Nov 14, 2024 | $0.18 | USD | ≈2.3% |
| Sep 30, 2024 | $0.18 | USD | ≈2.7% |
| Jun 20, 2024 | $0.18 | USD | ≈3.4% |
| Mar 20, 2024 | $0.18 | USD | ≈3.3% |
| Nov 15, 2023 | $0.18 | USD | ≈3.3% |
| Aug 16, 2023 | $0.18 | USD | ≈3.3% |
| May 17, 2023 | $0.18 | USD | ≈3.2% |
| Feb 15, 2023 | $0.18 | USD | ≈2.0% |
| Nov 16, 2022 | $0.18 | USD | ≈1.8% |
| Aug 10, 2022 | $0.12 | USD | ≈1.6% |
| May 11, 2022 | $0.12 | USD | ≈2.4% |
| Feb 9, 2022 | $0.12 | USD | ≈1.6% |
| Nov 9, 2021 | $0.12 | USD | ≈1.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-7.2%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 22, 2026 | $0.77 | $0.78 | -0.65% |
| March 31, 2026 | $0.70 | $0.85 | -17.2% | |
| Dec. 31, 2025 | $0.79 | $0.80 | -1.4% | |
| Sept. 30, 2025 | $0.44 | $0.89 | -50.5% | |
| June 30, 2025 | $0.69 | $0.60 | 15.1% | |
| March 31, 2025 | $0.60 | $0.54 | 11.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $30M | $17M | $16M | $414M | $434M | $383M | $449M | $431M | $365M | $298M | $268M | $226M | |
| Interest Expense | · | · | $207M | $43M | $38M | $93M | $144M | $110M | $64M | $48M | $33M | $28M | |
| Interest Income | $833M | $629M | $577M | $387M | $329M | $410M | $510M | $466M | $355M | $280M | $247M | $207M | |
| Other Non-op | · | $14M | $2M | $7M | $7M | $3M | · | · | · | · | · | · | |
| Pretax Income | $122M | $92M | $94M | $114M | $149M | $-533M | $124M | $138M | $91M | $77M | $55M | $46M | |
| Income Tax | $32M | $23M | $19M | $21M | $30M | $-20M | $22M | $29M | $42M | $19M | $5M | $12M | |
| Net Income | $90M | $69M | $75M | $93M | $119M | $-533M | $97M | $106M | $55M | $59M | $50M | $34M | |
| EPS (Basic) | $1.03 | $0.77 | $0.85 | $2.03 | $2.41 | $-10.60 | $1.98 | $2.30 | $1.40 | $1.89 | $1.74 | $1.36 | |
| EPS (Diluted) | $1.03 | $0.77 | $0.85 | $2.02 | $2.39 | $-10.60 | $1.97 | $2.29 | $1.39 | $1.88 | $1.73 | $1.36 | |
| Shares (Basic) | 87,377,933 | 88,983,248 | 88,230,681 | 45,564,000 | 49,240,000 | 50,270,000 | 49,263,000 | 46,024,000 | 39,456,000 | 30,988,000 | 28,393,000 | 24,730,000 | |
| Shares (Diluted) | 87,701,567 | 89,302,304 | 88,450,646 | 45,914,000 | 49,554,000 | 50,270,000 | 49,421,000 | 46,231,000 | 39,695,000 | 31,167,000 | 28,564,000 | 24,854,000 | |
| EBITDA | $10M | · | $8M | $10M | · | · | · | · | · | · | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.04B | $544M | · | · | · | · | $580M | $183M | $249M | $113M | $104M | $72M | |
| PP&E (Net) | $162M | $87M | $69M | $85M | $94M | $113M | $120M | $108M | $109M | $93M | $88M | $87M | |
| PP&E (Gross) | $275M | $190M | $166M | $180M | $183M | $199M | $200M | $177M | $169M | $143M | $129M | $120M | |
| Accum. Depreciation | $113M | $103M | $97M | $95M | $89M | $87M | $79M | $68M | $59M | $49M | $41M | $32M | |
| Goodwill | $352M | $241M | $241M | · | $0 | $0 | $554M | $518M | $519M | $403M | $324M | $265M | |
| Intangibles | $190M | $17M | $20M | $24M | $30M | $35M | $46M | $33M | $38M | $19M | $11M | $12M | |
| Total Assets | $23.22B | $11.91B | $12.43B | $11.66B | $11.55B | $12.84B | $13.22B | $12.21B | $11.57B | $9.16B | $7.83B | $6.50B | |
| Short-term Debt | · | $104M | $260M | $0 | $0 | $40M | $125M | $1.12B | $667M | $1.08B | $1.07B | $901M | |
| Total Liabilities | $20.72B | $10.68B | $11.42B | $10.71B | $10.37B | $11.65B | $11.46B | $10.66B | $10.07B | $8.07B | $6.94B | $5.79B | |
| Long-term Debt | $788M | $1.52B | $247M | $126M | $111M | $532M | $703M | $399M | $470M | $232M | $192M | $151M | |
| Total Debt | · | · | $260M | $0 | $0 | $40M | $125M | $1.12B | $667M | · | $1.07B | $901M | |
| Common Stock | $896.0K | $970.0K | $528.0K | $528.0K | $528.0K | $528.0K | $517.0K | $460.0K | $460.0K | $366.0K | $322.0K | $265.0K | |
| Retained Earnings | $486M | $459M | $-33M | $-71M | $-139M | $-233M | $361M | $309M | $239M | $217M | $184M | $156M | |
| Treasury Stock | $143M | $88M | $225M | $210M | $90M | $31M | $70M | $22M | $24M | $27M | $29M | $33M | |
| AOCI | $-20M | $-53M | $-143M | $-181M | $-3M | $31M | $12M | $-13M | $4M | $10M | $-3M | $7M | |
| Stockholders' Equity | $2.50B | $1.22B | $1.20B | $992M | $1.18B | $1.19B | $1.76B | $1.55B | $1.50B | $1.09B | $887M | $709M | |
| Liabilities + Equity | $23.22B | $11.91B | $12.43B | $11.66B | $11.55B | $12.84B | $13.22B | $12.21B | $11.57B | $9.16B | $7.83B | $6.50B | |
| Shares Outstanding | · | 46,424,016 | 43,501,000 | 44,361,000 | 48,667,000 | 50,833,000 | 49,585,000 | 45,416,855 | 45,290,433 | 35,672,817 | 30,973,986 | 25,182,566 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $8M | $8M | $10M | $11M | $12M | $11M | $10M | $9M | $8M | $9M | $8M | |
| Stock-based Comp | · | $8M | $7M | $7M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | |
| Deferred Tax | $22M | $392.0K | $16M | $-3M | $5M | $4M | $564.0K | $12M | $32M | $11M | $2M | $11M | |
| Amort. of Intangibles | $15M | $7M | $8M | $5M | $5M | $6M | $6M | $5M | $3M | $3M | $4M | $5M | |
| Other Non-cash | $102M | · | $76M | $17M | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $224M | $105M | $117M | $111M | $85M | $228M | $112M | $222M | $78M | $98M | $86M | $56M | |
| CapEx | $12M | $5M | $12M | $1M | $2M | $7M | $11M | $9M | $11M | $9M | $7M | $8M | |
| Investing Cash Flow | $2.30B | $-140M | $-665M | $-1.26B | $621M | $641M | $1.20B | $-862M | $-283M | $-208M | $-454M | $-369M | |
| Debt Issued | · | $0 | $0 | $98M | $0 | $0 | $5.38B | $4.77B | $5.98B | $9.36B | $8.57B | $5.43B | |
| Net Debt Issued | · | · | $0 | $98M | $-462M | $-256M | $-844M | $381M | $-196M | · | $-54M | $-12M | |
| Stock Issued | · | $100M | $0 | $0 | · | · | $0 | $0 | $153M | $0 | $0 | · | |
| Stock Repurchased | · | $18M | $24M | $125M | $69M | $473.0K | $53M | $0 | $0 | $0 | $550.0K | $2M | |
| Net Stock Activity | · | · | $-24M | $-125M | $-69M | $-473.0K | $-53M | $0 | $153M | · | $-550.0K | · | |
| Dividends Paid | $63M | $48M | $48M | $25M | $25M | $37M | $45M | $41M | $33M | $25M | $22M | $18M | |
| Financing Cash Flow | $-1.03B | $445M | $299M | $208M | $-636M | $109M | $-917M | $574M | $340M | $119M | $400M | $310M | |
| Net Change in Cash | $1.50B | $411M | $-250M | $-942M | $70M | $978M | $397M | $-66M | $136M | $10M | $32M | $-4M | |
| Taxes Paid | $15M | $-1M | $12M | $28M | $15M | $-14M | $20M | $3M | $18M | $16M | $429.0K | $746.0K | |
| Free Cash Flow | $212M | · | $155M | $122M | $104M | $220M | $101M | $213M | $66M | · | $79M | $47M | |
| Levered FCF | · | · | $-29M | $87M | $74M | · | $-17M | $124M | $29M | · | $49M | $26M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 301.4% | · | 16.9% | 22.4% | 27.3% | -139.1% | 21.7% | 22.5% | 13.1% | · | 18.5% | · | |
| Pretax Margin | 406.9% | · | 19.0% | 27.5% | 34.3% | -139.1% | 27.6% | 28.4% | 23.7% | · | 20.4% | 20.1% | |
| EBITDA Margin | 33.4% | · | 2.0% | 2.3% | · | · | · | · | · | · | · | · | |
| ROA | 0.51% | · | 0.58% | 0.80% | 0.97% | -4.1% | 0.77% | 0.89% | 0.53% | · | 0.69% | · | |
| ROE | 4.8% | · | 7.1% | 9.8% | 10.1% | -45.0% | 5.5% | 6.9% | 4.0% | · | 5.6% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.3 | 0.0 | 0.0 | 0.0 | 0.1 | 0.7 | 0.4 | · | 1.2 | 1.3 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | $23.27 | $21.51 | $24.30 | $23.37 | $35.47 | $34.19 | $33.04 | · | $28.64 | $28.17 | |
| Revenue / Share | $0.34 | · | $9.47 | $9.01 | $8.77 | $7.62 | $9.09 | $10.15 | $10.59 | · | $9.39 | $9.11 | |
| Cash Flow / Share | $2.56 | · | $3.61 | $2.68 | $2.13 | $4.53 | $2.26 | $4.81 | $1.97 | · | $3.02 | $2.25 | |
| Cash / Share | · | · | · | · | · | · | $11.69 | $4.03 | $5.49 | · | $3.34 | $2.85 | |
| Dividend / Share | $0.73 | $0.54 | $0.54 | $0.54 | $0.48 | $0.72 | $0.92 | $0.88 | $0.84 | $0.80 | $0.76 | $0.72 | |
| EPS (TTM) | $1.03 | $0.77 | $0.85 | $2.02 | $2.39 | $-10.60 | $1.97 | $2.29 | $1.39 | $1.88 | $1.73 | $1.36 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 81.1% | 1.9% | -96.1% | -4.8% | 13.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -58.3% | -66.4% | -65.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -39.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 33.8% | -9.4% | -57.9% | -15.5% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -20.1% | -31.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 31.4% | -8.4% | -18.9% | -22.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -0.82% | -16.7% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 11.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $30M | $17M | $16M | $414M | $434M | $383M | $449M | $431M | $365M | $298M | $268M | $226M | |
| Net Income TTM | $90M | $69M | $75M | $93M | $119M | $-533M | $97M | $106M | $55M | $59M | $50M | $34M | |
| Market Cap | · | · | $1.08B | $1.33B | $1.38B | $870M | $1.63B | $1.22B | $1.66B | · | $902M | $671M | |
| Enterprise Value | · | · | · | · | · | · | $1.18B | $2.16B | $2.08B | · | $1.87B | $1.50B | |
| P/E | 25.6 | 36.9 | 29.2 | 14.8 | 11.9 | -1.6 | 16.7 | 11.8 | 26.3 | 19.6 | 16.8 | 19.6 | |
| P/S | · | · | 66.5 | 3.2 | 3.2 | 2.3 | 3.6 | 2.8 | 4.5 | · | 3.4 | 3.0 | |
| P/B | · | · | 1.1 | 1.4 | 1.2 | 0.7 | 0.9 | 0.8 | 1.1 | · | 1.0 | 0.9 | |
| P / Tangible Book | · | 1.4 | 1.2 | 1.4 | 1.2 | 0.8 | · | · | · | · | · | · | |
| P / Cash Flow | · | · | 6.9 | 10.8 | 13.1 | 3.8 | 14.6 | 5.5 | 21.2 | · | 10.4 | 12.0 | |
| P / FCF | · | · | 7.0 | 10.9 | 13.3 | 3.9 | 16.1 | 5.8 | 25.3 | · | 11.4 | 14.2 | |
| EV / FCF | · | · | · | · | · | · | 11.6 | 10.2 | 31.7 | · | 23.7 | 31.7 | |
| EV / Revenue | · | · | · | · | · | · | 2.6 | 5.0 | 5.7 | · | 7.0 | 6.6 | |
| Dividend Yield | · | · | 4.4% | 1.8% | 1.8% | 4.2% | 2.8% | 3.3% | 2.0% | · | 2.4% | 2.7% | |
| Earnings Yield | 3.9% | 2.7% | 3.4% | 6.8% | 8.4% | -61.9% | 6.0% | 8.5% | 3.8% | 5.1% | 5.9% | 5.1% | |
| Payout Ratio | 69.9% | · | 45.6% | 26.5% | 20.7% | -6.9% | 46.3% | 38.7% | 60.2% | · | 44.2% | · | |
| Annual Payout | $63M | $48M | $48M | $25M | $25M | $37M | $45M | $41M | $33M | $25M | $22M | $18M |
Income Statement
| Metric | 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 | · | · | · | · | $114M | $110M | $-273M | $126M | $109M | $56M | $-316M | $108M | $110M | $114M | $118M | $108M | |
| Interest Expense | · | · | $113M | $84M | $65M | $68M | $73M | $77M | $75M | $74M | $62M | $58M | $53M | $35M | $19M | $12M | |
| Interest Income | $294M | $292M | $313M | $212M | $154M | $154M | $158M | $160M | $155M | $155M | $152M | $148M | $145M | $132M | $121M | $104M | |
| Other Non-op | · | · | · | · | $3M | $3M | · | $3M | $3M | $2M | · | $1M | $-137.0K | $359.0K | $-159.0K | $2M | |
| Pretax Income | $87M | $66M | $75M | $-8M | $30M | $25M | $24M | $27M | $22M | $19M | $10M | $23M | $28M | $33M | $36M | $24M | |
| Income Tax | $23M | $20M | $22M | $-4M | $8M | $6M | $6M | $7M | $5M | $5M | $6M | $4M | $4M | $6M | $5M | $5M | |
| Net Income | $64M | $46M | $53M | $-4M | $22M | $19M | $18M | $20M | $16M | $15M | $4M | $20M | $24M | $28M | $31M | $19M | |
| EPS (Basic) | $0.77 | $0.55 | $0.64 | $-0.05 | $0.25 | $0.21 | $0.20 | $0.23 | $0.18 | $0.16 | $-0.78 | $0.45 | $0.55 | $0.63 | $0.69 | $0.42 | |
| EPS (Diluted) | $0.77 | $0.55 | $0.64 | $-0.05 | $0.25 | $0.21 | $0.20 | $0.23 | $0.18 | $0.16 | $-0.78 | $0.45 | $0.55 | $0.63 | $0.68 | $0.42 | |
| Shares (Basic) | 83,816,086 | 83,816,086 | 83,851,381 | 87,508,517 | 89,104,605 | 89,103,510 | 89,098,443 | 89,033,463 | 88,904,692 | 88,894,577 | 42,852,000 | 43,164,000 | 43,443,000 | 43,693,000 | 44,105,000 | 44,700,000 | |
| Shares (Diluted) | 83,939,430 | 83,903,440 | 83,878,047 | 87,832,552 | 89,612,781 | 89,567,747 | 89,483,964 | 89,319,611 | 89,222,315 | 89,181,508 | 43,101,000 | 43,347,000 | 43,532,000 | 44,036,000 | 44,484,000 | 45,034,000 |
Balance Sheet
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.22B | $1.11B | $2.04B | $1.22B | · | · | $544M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $161M | $161M | $162M | $158M | $58M | $58M | $87M | $55M | $56M | $58M | · | $70M | $77M | $79M | · | $87M | |
| PP&E (Gross) | · | · | $275M | · | · | · | $190M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $120M | $116M | $113M | $110M | · | · | $103M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $357M | $355M | $352M | $353M | · | · | $241M | · | · | · | $241M | · | · | · | · | · | |
| Intangibles | $173M | $181M | $190M | $198M | $13M | $14M | $17M | $16M | $17M | $18M | · | $21M | $22M | $23M | · | $26M | |
| Total Assets | $22.25B | $22.23B | $23.22B | $22.82B | $12.03B | $12.01B | $11.91B | $11.60B | $12.22B | $12.15B | · | $12.14B | $12.09B | $12.32B | · | $11.32B | |
| Short-term Debt | · | · | · | · | $360M | $400M | · | $354M | $532M | $210M | · | $670M | $470M | $900M | · | $0 | |
| Total Liabilities | $19.71B | $19.72B | $20.72B | $20.41B | $10.81B | $10.82B | $10.68B | $10.53B | $11.21B | $11.14B | · | $11.19B | $11.12B | $11.32B | · | $10.37B | |
| Long-term Debt | $889M | $1.07B | $788M | $1.08B | $226M | $285M | $1.52B | $354M | $279M | $249M | · | $256M | $326M | $126M | · | $125M | |
| Total Debt | · | · | · | · | $360M | $400M | · | $354M | $532M | $210M | · | $670M | $470M | $900M | · | $0 | |
| Common Stock | $896.0K | $896.0K | $896.0K | $896.0K | $562.0K | $562.0K | $970.0K | $528.0K | $528.0K | $528.0K | · | $528.0K | $528.0K | $528.0K | · | $528.0K | |
| Retained Earnings | $542M | $505M | $486M | · | $36M | $14M | $459M | $-15M | $-45M | $-61M | · | $-24M | $-35M | $-51M | · | $-94M | |
| Treasury Stock | $133M | $143M | $143M | $142M | $147M | $145M | $88M | $235M | $235M | $226M | · | $219M | $215M | $208M | · | $189M | |
| AOCI | $-35M | $-31M | $-20M | $-29M | $-91M | $-95M | $-53M | $-89M | $-115M | $-114M | · | $-218M | $-186M | $-159M | · | $-188M | |
| Stockholders' Equity | $2.54B | $2.50B | $2.50B | $2.41B | $1.22B | $1.20B | $1.22B | $1.07B | $1.01B | $1.01B | $1.20B | $951M | $973M | $995M | $954M | $943M | |
| Liabilities + Equity | $22.25B | $22.23B | $23.22B | $22.82B | $12.03B | $12.01B | $11.91B | $11.60B | $12.22B | $12.15B | · | $12.14B | $12.09B | $12.32B | · | $11.32B | |
| Shares Outstanding | · | · | · | · | 46,302,528 | 46,376,672 | · | 42,981,618 | 42,959,249 | 43,414,610 | · | 43,822,473 | 44,033,094 | 44,411,346 | 44,361,000 | 45,039,702 |
Cash Flow
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | · | · | · | · | $1M | $1M | · | $2M | $2M | $2M | · | $2M | $2M | $1M | $2M | $2M | |
| Amort. of Intangibles | $8M | $8M | $9M | $4M | $1M | $1M | $2M | $2M | $2M | $2M | $4M | $1M | $1M | $1M | $1M | $1M | |
| Restructuring | · | · | · | · | · | · | · | $-297.0K | $-384.0K | $4M | · | $3M | $21.0K | $-36.0K | · | $11M | |
| Operating Cash Flow | $64M | $-14M | $167M | $-5M | $39M | $8M | $43M | $20M | $35M | $7M | $12M | $44M | $32M | $41M | $23M | $74M | |
| CapEx | · | · | $8M | $-1M | $2M | $3M | $2M | $3M | $318.0K | $235.0K | $12M | $0 | $0 | $753.0K | $765.0K | $0 | |
| Investing Cash Flow | $60M | $52M | $360M | $2.03B | $-41M | $173M | $-88M | $-163M | $-180M | $292M | $-126M | $-59M | $-148M | $-344M | $-338M | $6M | |
| Stock Repurchased | · | · | · | · | $0 | $0 | · | $-1.0K | $13M | $4M | · | $4M | $12M | $1M | $20M | $20M | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-4M | · | · | · | $-1M | · | · | |
| Dividends Paid | $27M | $27M | $27M | $19M | $8M | $12M | $12M | $20M | $16M | $0 | $24M | $8M | $8M | $8M | $8M | $5M | |
| Financing Cash Flow | $-21M | $-967M | $294M | $-1.02B | $-21M | $-367M | $181M | $521M | $52M | $-308M | $-114M | $38M | $-250M | $624M | $306M | $-256M | |
| Net Change in Cash | $103M | $-929M | $821M | $1.00B | $-24M | $-186M | $136M | $378M | $-93M | $-10M | $-228M | $23M | $-366M | $321M | $-10M | $-176M | |
| Taxes Paid | · | · | · | · | $5M | $779.0K | · | $-4M | $3M | $995.0K | · | $110.0K | $3M | $4M | $13M | $3M | |
| Free Cash Flow | · | · | · | · | · | $20M | · | · | · | $7M | · | · | · | $37M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-42M | · | · | · | $8M | · | · |
Profitability
| Metric | 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 | 29.4% | 21.5% | · | · | 26.7% | 23.3% | · | 29.9% | 22.1% | -36.4% | · | 18.1% | 21.7% | 24.2% | · | 17.3% | |
| Pretax Margin | 39.7% | 30.7% | · | · | 36.5% | 31.3% | · | 38.3% | 28.7% | -47.7% | · | 21.6% | 25.3% | 29.1% | · | 21.8% | |
| ROA | 0.38% | 0.27% | · | · | 0.25% | 0.21% | · | 0.32% | 0.20% | -0.17% | · | 0.17% | 0.20% | 0.23% | · | 0.16% | |
| ROE | 3.4% | 2.5% | · | · | 2.7% | 2.3% | · | 3.7% | 2.4% | -2.0% | · | 2.1% | 2.4% | 2.6% | · | 1.8% |
Liquidity & Solvency
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | 0.3 | 0.3 | · | 0.3 | 0.5 | 0.2 | · | 0.7 | 0.5 | 0.9 | · | 0.0 |
Efficiency
| Metric | 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 |
Per Share
| Metric | 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 | · | · | · | · | $26.40 | $25.81 | · | $24.90 | $23.58 | $23.26 | · | $21.70 | $22.11 | $22.41 | · | $20.93 | |
| Revenue / Share | $2.61 | $2.56 | · | · | $2.47 | $2.40 | · | $2.96 | $2.56 | $1.29 | · | $2.49 | $2.52 | $2.59 | · | $2.41 | |
| Cash Flow / Share | · | $-0.17 | · | · | · | $0.51 | · | · | · | $0.16 | · | · | · | $0.85 | · | · | |
| Dividend / Share | $0.32 | $0.32 | $0.04 | $0.32 | $0.14 | $0.14 | $0.04 | $0.14 | $0.18 | $0.18 | $0.00 | $0.18 | $0.18 | $0.18 | $0.18 | $0.12 | |
| Dividend Paid / Share | · | · | $0.32 | $0.32 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | · | · | · | · | · | · | |
| EPS (TTM) | $1.91 | $1.39 | · | $0.61 | $0.89 | $0.82 | · | $-0.21 | $0.01 | $0.38 | · | $2.31 | $2.28 | $2.23 | · | $1.73 |
Valuation (TTM)
| Metric | 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 | $76M | $76M | · | $76M | $76M | $71M | · | $-26M | $-44M | $-42M | · | $450M | $450M | $438M | · | $387M | |
| Net Income TTM | $160M | $117M | · | $54M | $79M | $73M | · | $55M | $55M | $62M | · | $102M | $101M | $100M | · | $82M | |
| Market Cap | · | · | · | · | $1.16B | $1.21B | · | $1.16B | $979M | $995M | · | $879M | $913M | $1.11B | · | $1.23B | |
| P/E | 15.9 | 21.6 | · | 38.9 | 28.1 | 31.8 | · | -128.2 | 2280.0 | 60.3 | · | 8.7 | 9.1 | 11.2 | · | 15.8 | |
| P/S | · | · | · | · | 15.2 | 16.9 | · | -45.0 | -22.5 | -23.5 | · | 2.0 | 2.0 | 2.5 | · | 3.2 | |
| P/B | · | · | · | · | 0.9 | 1.0 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 0.9 | 1.1 | · | 1.3 | |
| P / Tangible Book | · | · | · | · | 1.0 | 1.0 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 1.0 | 1.1 | · | 1.3 | |
| P / Cash Flow | · | · | · | · | · | 52.0 | · | · | · | 145.0 | · | · | · | 29.8 | · | · | |
| Dividend Yield | · | · | · | · | 4.6% | 5.0% | · | 5.2% | 4.9% | 4.0% | · | 3.6% | 3.2% | 2.4% | · | 1.8% | |
| Earnings Yield | 6.3% | 4.6% | · | 2.6% | 3.5% | 3.1% | · | -0.78% | 0.04% | 1.7% | · | 11.5% | 11.0% | 8.9% | · | 6.3% | |
| Payout Ratio | · | 58.5% | · | · | · | 32.5% | · | · | · | 0.00% | · | · | · | 29.0% | · | · | |
| Annual Payout | $100M | $82M | · | $52M | $53M | $60M | · | $60M | $48M | $40M | · | $32M | $30M | $26M | · | $23M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $30M | $17M | $16M | $414M | $434M |
| Net Income | $90M | $69M | $75M | $93M | $119M |
| Diluted EPS | $1.03 | $0.77 | $0.85 | $2.02 | $2.39 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.3 | 0.0 | 0.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $212M | · | $155M | $122M | $104M |
Institutional owners (13F) 301 filers · $2.6B total · As of Sept. 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.
Holders
301
Value held
$2.6B
New positions
34
Exited positions
35
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 34 (-21 vs prior Q) | 35 (+7 vs prior Q) | 104 (+10 vs prior Q) | 87 (0 vs prior Q) | -175K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $376,551,582 | 12,366,226 | 14.74% | Shares |
| VANGUARD GROUP INC | $253,245,350 | 9,603,540 | 9.92% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $158,705,765 | 5,212,012 | 6.21% | Shares |
| MILLENNIUM MANAGEMENT LLC | $157,294,225 | 5,165,656 | 6.16% | Shares |
| STATE STREET CORP | $156,179,116 | 5,129,035 | 6.11% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $150,913,015 | 4,955,978 | 5.91% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $119,879,884 | 3,936,942 | 4.69% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $114,527,687 | 3,761,172 | 4.48% | Shares |
| Verition Fund Management LLC | $73,175,887 | 2,403,149 | 2.87% | Shares |
| HoldCo Asset Management, LP | $68,908,350 | 2,263,000 | 2.70% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $65,785,488 | 2,160,024 | 2.58% | Shares |
| MORGAN STANLEY | $50,729,025 | 1,665,977 | 1.99% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $45,462,550 | 1,493,023 | 1.78% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $38,544,432 | 1,265,827 | 1.51% | Shares |
| BANK OF AMERICA CORP /DE/ | $32,393,593 | 1,063,829 | 1.27% | Shares |
| Nuveen, LLC | $32,285,253 | 1,060,271 | 1.26% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $32,283,322 | 1,060,206 | 1.26% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32,103,435 | 1,054,300 | 1.26% | Shares |
| GOLDMAN SACHS GROUP INC | $29,016,225 | 952,914 | 1.14% | Shares |
| NORTHERN TRUST CORP | $27,735,656 | 910,859 | 1.09% | Shares |
| AMERICAN CENTURY COMPANIES INC | $25,254,263 | 829,367 | 0.99% | Shares |
| Walleye Capital LLC | $20,265,236 | 665,525 | 0.79% | Shares |
| STRATEGIC VALUE BANK PARTNERS LLC | $18,993,096 | 623,747 | 0.74% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $17,478,056 | 573,992 | 0.68% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $17,225,108 | 565,685 | 0.67% | Shares |
| Bank of New York Mellon Corp | $16,477,552 | 541,135 | 0.65% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,472,581 | 475,290 | 0.57% | Shares |
| TWO SIGMA INVESTMENTS, LP | $14,327,243 | 470,517 | 0.56% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $13,146,483 | 431,740 | 0.51% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $12,364,709 | 406,066 | 0.48% | Shares |
| Invesco Ltd. | $12,288,401 | 403,560 | 0.48% | Shares |
| Glendon Capital Management LP | $11,607,053 | 381,184 | 0.45% | Shares |
| Empowered Funds, LLC | $11,507,420 | 377,912 | 0.45% | Shares |
| BAYVIEW ASSET MANAGEMENT, LLC | $11,109,013 | 364,828 | 0.43% | Shares |
| ALLIANCEBERNSTEIN L.P. | $10,454,340 | 348,478 | 0.41% | Shares |
| JPMORGAN CHASE & CO | $10,180,239 | 329,351 | 0.40% | Shares |
| ALGERT GLOBAL LLC | $10,088,450 | 331,312 | 0.39% | Shares |
| Brevan Howard Capital Management LP | $9,515,381 | 312,492 | 0.37% | Shares |
| ROYCE & ASSOCIATES LP | $9,243,280 | 303,556 | 0.36% | Shares |
| Public Sector Pension Investment Board | $8,769,752 | 288,005 | 0.34% | Shares |
| CITADEL ADVISORS LLC | $8,712,993 | 286,141 | 0.34% | Shares |
| UBS Group AG | $8,429,352 | 276,826 | 0.33% | Shares |
| SummitTX Capital, L.P. | $8,305,755 | 272,767 | 0.33% | Shares |
| Trexquant Investment LP | $8,269,459 | 271,575 | 0.32% | Shares |
| Ategra Capital Management, LLC | $8,091,874 | 265,743 | 0.32% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $7,245,584 | 237,950 | 0.28% | Shares |
| MALTESE CAPITAL MANAGEMENT LLC | $7,152,706 | 234,900 | 0.28% | Shares |
| MENDON CAPITAL ADVISORS CORP | $6,954,597 | 228,394 | 0.27% | Shares |
| RHUMBLINE ADVISERS | $6,565,087 | 215,603 | 0.26% | Shares |
| AMERIPRISE FINANCIAL INC | $6,333,495 | 207,997 | 0.25% | Shares |
Activists & 5%+ owners 9 positions
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.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Pamela A. Massad, as personal representative of the Estate of David G. Massad, Sr. and individually ×3 filings | March 26, 2020 | · | Initial filing | M&A / sale | SEC |
| David G. Massad, Sr. | March 28, 2019 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Oct. 23, 2017 | · | Initial filing | · | SEC |
| David G. Massad, Sr. (2) | Oct. 23, 2017 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Oct. 3, 2017 | · | Initial filing | · | SEC |
| Undisclosed reporting person | May 31, 2017 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Feb. 13, 2017 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Dec. 12, 2016 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person | Oct. 26, 2004 | · | Initial filing | Passive investment | 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.
Company insiders 94 insiders · 40 officers · 54 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Paul A Perrault | President and CEO | Sept. 1, 2026 F | 254,316 | 0 | 0 | $0 |
| Nitin J. Mhatre | President and CEO | Aug. 29, 2025 F | 128,831 | 0 | 0 | $0 |
| Richard M Marotta | President and CEO | Feb. 20, 2020 F | 52,237 | 0 | 0 | $0 |
| DALY MICHAEL P | President and CEO | Jan. 30, 2018 A | 8,008 | 0 | 0 | $0 |
| Carl M Carlson | CFO & Chief Strategy Officer | Sept. 1, 2026 F | 84,732 | 1 | 0 | $49,380 |
| Brett Brbovic | EVP and CFO | Aug. 29, 2025 F | 16,512 | 0 | 0 | $0 |
| David R Rosato | SEVP - Chief Financial Officer | April 1, 2024 F | 1,845 | 0 | 0 | $0 |
| Subhadeep Basu | SEVP and CFO | April 1, 2022 F | 8,525 | 0 | 0 | $0 |
| James M Moses | SVP and CFO | Jan. 30, 2021 A | 6,225 | 0 | 0 | $0 |
| Josephine Iannelli | EVP and CFO | April 1, 2016 F | 3,973 | 0 | 0 | $0 |
| Kevin P Riley | EVP, CFO and Treasuer | March 1, 2013 F | 9,078 | 0 | 0 | $0 |
| Wayne F Patenaude | SVP, CFO and Treasurer | Feb. 24, 2006 F | 6,415 | 0 | 0 | $0 |
| John Buckley Eagan | General Counsel | Sept. 1, 2026 F | 7,694 | 0 | 0 | $0 |
| Gary R. Levante | Chief Marketing Officer | Sept. 1, 2026 F | 10,721 | 0 | 0 | $0 |
| Michael W. Mccurdy | Chief Banking Officer | Sept. 1, 2026 F | 34,575 | 0 | 1 | $-538,016 |
| Mark J. Meiklejohn | Chief Credit Officer | Sept. 1, 2026 F | 56,639 | 0 | 0 | $0 |
| Sean Gray | Chief Operations Officer | June 16, 2026 A | 134,075 | 0 | 0 | $0 |
| Ellen Tulchiner | EVP,Head of Cnsmr Lndng&Pymnts | Aug. 29, 2025 F | 5,908 | 0 | 0 | $0 |
| Kevin Conn | Sr Managing Dir/Inv Relations | Aug. 29, 2025 F | 26,924 | 0 | 0 | $0 |
| Jacqueline Courtwright | Chief Human Resources Officer | Aug. 29, 2025 F | 18,025 | 0 | 0 | $0 |
| James Cannon Brown | SEVP-Head of Comm'l Banking | Aug. 29, 2025 F | 13,072 | 0 | 0 | $0 |
| Wm Gordon Prescott | General Counsel and Corp Sec | Aug. 29, 2025 A | 28,584 | 0 | 0 | $0 |
| Gregory D Lindenmuth | EVP and Chief Risk Officer | Aug. 29, 2025 F | 23,377 | 0 | 0 | $0 |
| Lucia Bellomia | EVP, Head of Retail Banking | Jan. 30, 2024 F | 1,025 | 0 | 0 | $0 |
| Ashlee Picard Flores | EVP -Chief Compliance Officer | April 1, 2023 F | 2,815 | 0 | 0 | $0 |
| Philip Jurgeleit | EVP - Chief Credit Officer | Jan. 30, 2023 A | 1,634 | 0 | 0 | $0 |
| Jason T White | EVP, Chief Information Officer | Jan. 30, 2023 A | 2,206 | 0 | 0 | $0 |
| George F. Bacigalupo | Executive Vice President | Jan. 30, 2023 A | 3,624 | 0 | 0 | $0 |
| Tami A. Gunsch | Executive Vice President | Jan. 31, 2021 A | 2,896 | 0 | 0 | $0 |
| Malia Lazu | EVP/Chief Exper.&Culture Ofcr | July 1, 2020 F | 1,154 | 0 | 0 | $0 |
| Allison O'Rourke | Executive Vice President | Feb. 21, 2019 F | 4,381 | 0 | 0 | $0 |
| Michael D. Carroll | Executive Vice President | Feb. 21, 2019 F | 9,375 | 0 | 0 | $0 |
| Allan J Costello | EVP- Home Lending | Jan. 30, 2018 F | 9,518 | 0 | 0 | $0 |
| Linda Johnston | EVP and Chief HR Officer | Feb. 23, 2015 F | 20,143 | 0 | 0 | $0 |
| SULLIVAN PATRICK J | EVP | Jan. 30, 2013 A | 3,628 | 0 | 0 | $0 |
| Michael J Oleksak | VP of Commercial Banking | March 4, 2011 D | 0 | 0 | 0 | $0 |
| Thomas W Barney | SVP - Asset Management/Trust | Sept. 14, 2009 I | 4,447 | 0 | 0 | $0 |
| John S Millet | SVP and Controller | Jan. 30, 2009 A | 1,063 | 0 | 0 | $0 |
| John J Howard | Executive Vice President | Oct. 2, 2007 F | 1,138 | 0 | 0 | $0 |
| Gayle P Fawcett | SVP of Subsidiary Bank | March 1, 2006 S | 7,193 | 0 | 0 | $0 |
| Merrill W Sherman | Director | Aug. 19, 2026 G | 23,421 | 0 | 0 | $0 |
| Mary Anne Callahan | Director | June 16, 2026 A | 2,509 | 1 | 0 | $98,680 |
| Eric S Rosengren | Director | June 16, 2026 A | 7,431 | 0 | 0 | $0 |
| Karyn Polito | Director | June 16, 2026 A | 7,958 | 0 | 0 | $0 |
| Mihir A. Desai | Director | June 16, 2026 A | 9,344 | 0 | 0 | $0 |
| Nina A Charnley | Director | June 16, 2026 A | 10,939 | 0 | 0 | $0 |
| Sylvia Maxfield | Director | June 16, 2026 A | 13,993 | 0 | 0 | $0 |
| William H Hughes III | Director | June 16, 2026 A | 16,848 | 1 | 0 | $15,405 |
| Joanne B. Chang | Director | June 16, 2026 A | 12,952 | 0 | 0 | $0 |
| David Brunelle | Director | June 16, 2026 A | 21,899 | 0 | 0 | $0 |
| Margaret Boles Fitzgerald | Director | June 16, 2026 A | 18,580 | 0 | 0 | $0 |
| John M. Pereira | Director | June 16, 2026 A | 21,940 | 0 | 0 | $0 |
| Thomas J Hollister | Director | June 16, 2026 A | 25,426 | 1 | 0 | $103,572 |
| Willard I Hill JR | Director | June 16, 2026 A | 14,835 | 0 | 0 | $0 |
| Bogdan Nowak | Director | June 16, 2026 A | 114,539 | 0 | 0 | $0 |
| Baye Adofo-Wilsin | Director | March 7, 2024 S | 0 | 0 | 0 | $0 |
| Zaitzeff Michael | Director | Feb. 21, 2024 S | 0 | 0 | 0 | $0 |
| Laurie Norton Moffatt | Director | Jan. 30, 2024 A | 2,595 | 0 | 0 | $0 |
| Jeffrey W Kip | Director | Jan. 30, 2024 A | 2,595 | 0 | 0 | $0 |
| Jonathan I Shulman | Director | Jan. 30, 2023 A | 2,141 | 0 | 0 | $0 |
| John B Davies | Director | Jan. 30, 2023 A | 2,141 | 0 | 0 | $0 |
| Robert M. Curley | Director | Jan. 30, 2022 A | 2,248 | 0 | 0 | $0 |
| Rheo A Brouillard | Director | Jan. 30, 2022 A | 2,248 | 0 | 0 | $0 |
| Deborah P Bailey | Director | July 1, 2021 A | 1,571 | 0 | 0 | $0 |
| James Williar Dunlaevy | Director | Jan. 30, 2021 A | 3,016 | 0 | 0 | $0 |
| Cornelius D Mahoney | Director | Jan. 30, 2021 A | 3,016 | 0 | 0 | $0 |
| Jeffrey D Templeton | Director | Jan. 30, 2021 A | 3,016 | 0 | 0 | $0 |
| Pamela Massad | Director | March 24, 2020 W | 1,504,617 | 0 | 0 | $0 |
| William J Ryan | Director | Jan. 30, 2020 A | 1,719 | 0 | 0 | $0 |
| Patrick J Sheehan | Director | March 15, 2019 S | 0 | 0 | 0 | $0 |
| Richard L. Murphy | Director | Jan. 30, 2019 A | 1,613 | 0 | 0 | $0 |
| Paul T Bossidy | Director | Jan. 30, 2019 A | 1,613 | 0 | 0 | $0 |
| Thomas Burton | Director | Dec. 9, 2016 S | 39,045 | 0 | 0 | $0 |
| Barton D Raser | Director | Jan. 30, 2016 A | 1,260 | 0 | 0 | $0 |
| Susan M Hill | Director | Jan. 30, 2016 A | 1,260 | 0 | 0 | $0 |
| Rodney C Dimock | Director | Jan. 30, 2016 A | 1,260 | 0 | 0 | $0 |
| Richard D Suski | Director | Jan. 30, 2016 A | 1,260 | 0 | 0 | $0 |
| John W Altmeyer | Director | Jan. 30, 2015 A | 1,406 | 0 | 0 | $0 |
| Lawrence A Bossidy | Director | Jan. 30, 2014 A | 1,200 | 0 | 0 | $0 |
| David E Phelps | Director | Jan. 30, 2013 A | 1,244 | 0 | 0 | $0 |
| Catherine B Miller | Director | Nov. 19, 2012 S | 12,561 | 0 | 0 | $0 |
| Corydon L Thurston | Director | Jan. 30, 2011 A | 943 | 0 | 0 | $0 |
| David B Farrell | Director | Jan. 30, 2010 A | 5,438 | 0 | 0 | $0 |
| Wallace W Altes | Director | Sept. 10, 2009 P | 6,449 | 0 | 0 | $0 |
| Edward G Mccormick | Director | Jan. 30, 2008 A | 1,346 | 0 | 0 | $0 |
| Robert A Wells | Director | May 15, 2006 M | 29,632 | 0 | 0 | $0 |
| Ann H Trabulsi | Director | Jan. 30, 2006 A | 1,000 | 0 | 0 | $0 |
| Peter J Lafayette | Director | Jan. 30, 2004 A | 287 | 0 | 0 | $0 |
| Allen A Gray | Director | Jan. 30, 2004 A | 287 | 0 | 0 | $0 |
| Thomas R Dawson | Director | Jan. 30, 2004 A | 287 | 0 | 0 | $0 |
| Geno Auriemma | · | June 1, 2013 A | 8,820 | 0 | 0 | $0 |
| Shepard D Rainie | · | Jan. 30, 2010 F | 5,323 | 0 | 0 | $0 |
| Guy H Boyer | · | May 5, 2008 S | 23,551 | 0 | 0 | $0 |
| Thomas O Andrews | · | Jan. 30, 2004 A | 287 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 51 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 |
|---|---|---|---|---|
| XSVM · Invesco Exchange-Traded Fund Trust | 0.72% | 149,641 SH | Oct. 2, 2026 | Daily |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.70% | 57,467 SH | Oct. 2, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.55% | 5,398 SH | Oct. 2, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.53% | 71,570 NS | July 31, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.44% | 5,073 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.27% | 177,852 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.24% | 218,303 SH | Sept. 11, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.20% | 81,326 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.19% | 484,060 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.15% | 12,674 SH | Oct. 2, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 38,933 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.14% | 293,112 SH | Aug. 19, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 57,297 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.13% | 59,111 SH | Aug. 19, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.12% | 7,701 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.12% | 113,418 SH | Oct. 2, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.12% | 539,219 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 22,587 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.09% | 342 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.09% | 2,128,465 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.08% | 490,554 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.07% | 6,852 SH | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.07% | 48,971 SH | Oct. 2, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.06% | 311,588 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.05% | 1,220,892 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 6,670 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 961,432 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1,923,490 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.03% | 18,463 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.03% | 136,595 SH | Aug. 19, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.03% | 22,260 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.02% | 113,949 SH | Sept. 11, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.02% | 1,333 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.02% | 5,036 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 211,195 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 13,287 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 8,894 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 328,708 SH | Aug. 19, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.01% | 40,103 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 20,791 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 25,930 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 97,108 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 19,886 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,656,962 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 57,031 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,903 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 18,887 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 5,025,617 SH | Sept. 8, 2026 | Daily |
| IJS · iShares Trust | · | 721,469 SH | Aug. 31, 2026 | Daily |
| IWN · iShares Trust | · | 637,935 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 9,357 SH | Aug. 31, 2026 | Daily |
BBT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$34.50
+21.7%
1 9.1%
Strong Buy
5 45.5%
Buy
5 45.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-10-03Mean target $34.83 +22.9%
← Below all targets
Current price $28.34
Low$33.00
Mean$34.83
High$38.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BBT | · | 25.6 | 81.1% | 301.4% | 4.8% | · |
| FRME | · | · | · | · | · | · |
| BANR | · | 11.1 | 8.5% | 33.2% | 10.2% | · |
| SYBT | $1.91B | 13.7 | · | 35.3% | 13.5% | · |
| BUSE | · | · | · | · | · | · |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | · |
| NWBI | $1.75B | 13.0 | 25.3% | 19.2% | 7.1% | · |
| HTH | $2.02B | 12.9 | 7.8% | 12.9% | 7.6% | · |
| EFSC | · | · | · | · | · | · |
| SRCE | · | 9.7 | 12.0% | 36.5% | 13.3% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
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Source: SEC 10-Q filed Aug 7, 2026