BFS Saul Centers, Inc. Common Stock
NYSE · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$30.16
· of 52w range
· above low
· to high
$29.1652w low
$38.4252w high
Market Cap (MRQ)
$747M
P/E (TTM)
31.1
EPS (TTM)
$0.97
Revenue (TTM)
$302M
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52W Range
$29–$38
Analyst Rating
BUY
Price Target
$43
P/E
31.1
ROE
11.3%
Net Profit Margin
11.5%
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BFS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$30.16
Market Cap (MRQ)
$747M
P/E (TTM)
31.1
EPS (TTM)
$0.97
Revenue (TTM)
$302M
Div Yield
7.7%
ROE (TTM)
11.3%
52W Range
$29–$38
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$290M2023-12-31 → 2025-12-31
EPS$1.092023-12-31 → 2025-12-31
Net margin11.5%2023-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BFS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 31.1 | · | 18.0 | Overvalued | |
| P/S (TTM) | 2.5 | · | 6.7 | Undervalued | |
| P/B (MRQ) | 2.5 | · | 2.5 | Pricier | |
| Price / Cash Flow | 7.4 | · | 7.8 | Fair value | |
| Price / Tangible Book | 2.4 | · | · | · |
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 | BFS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 67.0% | · | 46.0% | Top tier | |
| EBITDA Margin (TTM) | 87.6% | · | 42.9% | Top tier | |
| Net Profit Margin (TTM) | 11.5% | · | 21.6% | Below avg | |
| ROA (TTM) | 1.6% | · | 2.0% | In line | |
| ROE (TTM) | 11.3% | · | 9.7% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | BFS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Interest Coverage | 2.8 | · | 2.7 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BFS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.8% | · | · | · | |
| Revenue CAGR 3Y | 5.6% | · | · | · | |
| Revenue CAGR 5Y | 5.2% | · | · | · | |
| EPS YoY | -33.1% | · | · | · | |
| Net Income YoY | -25.9% | · | · | · | |
| EPS CAGR 3Y | -12.6% | · | · | · | |
| EPS CAGR 5Y | -2.7% | · | · | · | |
| Net Income CAGR 3Y | -9.2% | · | · | · | |
| Net Income CAGR 5Y | -1.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BFS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | In line | |
| Revenue / Employee | ≈$1.9M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield7.7%
Payout Ratio152.3%
Annualized Payout≈$2.36
5Y Div CAGR≈2.2%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 15, 2026 | $0.59 | USD | ≈6.6% |
| Apr 15, 2026 | $0.59 | USD | ≈7.0% |
| Jan 15, 2026 | $0.59 | USD | ≈7.4% |
| Oct 15, 2025 | $0.59 | USD | ≈7.8% |
| Jul 15, 2025 | $0.59 | USD | ≈7.1% |
| Apr 15, 2025 | $0.59 | USD | ≈7.2% |
| Jan 15, 2025 | $0.59 | USD | ≈6.4% |
| Oct 15, 2024 | $0.59 | USD | ≈5.8% |
| Jul 15, 2024 | $0.59 | USD | ≈6.2% |
| Apr 12, 2024 | $0.59 | USD | ≈6.5% |
| Jan 12, 2024 | $0.59 | USD | ≈6.0% |
| Oct 13, 2023 | $0.59 | USD | ≈7.0% |
| Jul 14, 2023 | $0.59 | USD | ≈6.2% |
| Apr 14, 2023 | $0.59 | USD | ≈6.3% |
| Jan 13, 2023 | $0.59 | USD | ≈5.7% |
| Oct 14, 2022 | $0.59 | USD | ≈6.2% |
| Jul 14, 2022 | $0.59 | USD | ≈5.0% |
| Apr 13, 2022 | $0.57 | USD | ≈4.2% |
| Jan 13, 2022 | $0.57 | USD | ≈4.1% |
| Oct 14, 2021 | $0.55 | USD | ≈4.6% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
16.2%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $0.24 | $0.14 | 69.7% |
| March 31, 2026 | $0.26 | $0.13 | 98.0% | |
| Dec. 31, 2025 | $0.15 | $0.27 | -45.0% | |
| Sept. 30, 2025 | $0.32 | $0.23 | 37.8% | |
| March 31, 2025 | $0.33 | $0.34 | -3.9% | |
| Dec. 31, 2024 | $0.29 | $0.34 | -15.6% | |
| Sept. 30, 2024 | $0.22 | $0.30 | -27.4% |
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 | $290M | $269M | $257M | $246M | $239M | $225M | $232M | $227M | $226M | $217M | $209M | $207M | |
| Cost of Revenue | · | · | $67M | $65M | $62M | $58M | $58M | $56M | $55M | $54M | · | · | |
| Gross Profit | · | · | $190M | $181M | $178M | $167M | $174M | $172M | $172M | $163M | $158M | $158M | |
| SG&A Expense | $27M | $25M | $23M | $22M | $20M | $19M | $21M | $18M | $18M | $17M | $16M | $17M | |
| Operating Expenses | $241M | $201M | $188M | $180M | $178M | $175M | $167M | $165M | $166M | $161M | $156M | $155M | |
| Operating Income | $195M | $204M | $189M | $181M | · | · | · | $63M | $61M | $56M | $53M | $52M | |
| Interest Expense | $71M | $54M | $49M | $44M | $45M | $47M | $42M | $45M | $47M | · | · | · | |
| Interest Income | $159.0K | $159.0K | $295.0K | $76.0K | $7.0K | $140.0K | $248.0K | $272.0K | $80.0K | · | · | · | |
| Net Income | $38M | $51M | $53M | $50M | $48M | $40M | $52M | $51M | $48M | $45M | $42M | $47M | |
| EPS (Basic) | $1.09 | $1.64 | $1.73 | $1.63 | $1.57 | $1.25 | $1.58 | $1.61 | $1.64 | $1.53 | $1.42 | $1.55 | |
| EPS (Diluted) | $1.09 | $1.63 | $1.73 | $1.63 | $1.57 | $1.25 | $1.57 | $1.60 | $1.63 | $1.52 | $1.42 | $1.54 | |
| Shares (Basic) | 24,218,000 | 24,124,000 | 24,051,000 | 23,964,000 | 23,655,000 | 23,356,000 | 23,009,000 | 22,383,000 | 21,901,000 | 21,505,000 | 21,127,000 | 20,772,000 | |
| Shares (Diluted) | 24,238,000 | 24,142,000 | 24,053,000 | 23,972,000 | 23,662,000 | 23,357,000 | 23,053,000 | 22,425,000 | 22,008,000 | 21,615,000 | 21,196,000 | 20,821,000 | |
| EBITDA | $254M | $254M | $48M | $49M | $50M | $51M | $46M | $108M | $106M | $100M | $96M | $93M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $9M | $10M | $8M | $13M | $15M | $27M | $14M | $15M | $11M | $8M | $10M | $12M | |
| Total Assets | $2.16B | $2.13B | $1.99B | $1.83B | $1.75B | $1.65B | $1.62B | $1.53B | $1.42B | $1.34B | $1.30B | $1.26B | |
| Total Liabilities | $1.69B | $1.63B | $1.49B | $1.31B | $1.22B | $1.22B | $1.17B | $1.10B | $1.03B | $970M | $942M | $928M | |
| Long-term Debt | $468M | $456M | $332M | $321M | $237M | $268M | $272M | $251M | $285M | $232M | $251M | $255M | |
| Common Stock | $245.0K | $243.0K | $241.0K | $240.0K | $238.0K | $235.0K | $232.0K | $227.0K | $221.0K | $217.0K | $213.0K | $209.0K | |
| Paid-in Capital | $459M | $454M | $450M | $446M | $437M | $421M | $411M | $385M | $353M | $328M | $305M | $288M | |
| Retained Earnings | $-338M | $-307M | $-289M | $-274M | $-256M | $-242M | $-221M | $-209M | $-198M | $-189M | $-180M | $-174M | |
| AOCI | $1M | $3M | $2M | $3M | $0 | · | $0 | $-255.0K | $-696.0K | $-1M | $-2M | $-2M | |
| Stockholders' Equity | $308M | $336M | $348M | $400M | $405M | $364M | $375M | $356M | $334M | $319M | $303M | $293M | |
| Liabilities + Equity | $2.16B | $2.13B | $1.99B | $1.83B | $1.75B | $1.65B | $1.62B | $1.53B | $1.42B | $1.34B | $1.30B | $1.27B | |
| Shares Outstanding | 24,551,168 | 24,302,576 | 24,082,887 | 24,016,009 | 23,840,471 | 23,476,626 | 23,231,240 | 22,739,207 | 22,123,128 | 21,704,359 | 21,266,239 | 20,947,141 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $59M | $51M | $48M | $49M | $50M | $51M | $46M | $46M | $46M | $44M | $43M | $41M | |
| Stock-based Comp | $2M | $2M | $1M | $2M | $2M | $1M | $2M | $2M | $2M | $2M | $1M | $1M | |
| Other Non-cash | $2M | $18M | $15M | $20M | $18M | $-15M | $15M | $12M | $8M | $-2M | $2M | $-3M | |
| Operating Cash Flow | $100M | $121M | $118M | $121M | $118M | $78M | $115M | $110M | $103M | $89M | $89M | $87M | |
| CapEx | · | · | · | $117M | $56M | $56M | $136M | $129M | $120M | $91M | $70M | $90M | |
| Investing Cash Flow | $-96M | $-189M | $-204M | $-117M | $-56M | $-56M | $-136M | $-129M | $-113M | $-86M | $-70M | $-84M | |
| Stock Issued | $3M | $2M | $2M | $8M | $14M | $8M | $25M | $31M | $23M | $22M | $16M | $16M | |
| Net Stock Activity | $3M | $2M | $2M | $8M | $14M | $8M | $25M | $31M | $23M | $22M | $16M | $16M | |
| Dividends Paid | $57M | $57M | $57M | $56M | $51M | $49M | $49M | $46M | $45M | $39M | $36M | $32M | |
| Financing Cash Flow | $-6M | $69M | $81M | $-6M | $-75M | $-9M | $20M | $22M | $12M | $-4M | $-21M | $-8M | |
| Net Change in Cash | $-2M | $2M | $-5M | $-1M | $-12M | $13M | $-673.0K | $4M | $3M | $-2M | $-2M | $-5M | |
| Free Cash Flow | · | · | · | $4M | $63M | $22M | $-20M | $-18M | $-17M | $-2M | $19M | $-4M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | 73.9% | 73.8% | 74.2% | 74.1% | 75.0% | 75.3% | 75.5% | 75.3% | 75.5% | 76.1% | |
| Operating Margin | 67.4% | 75.8% | · | · | · | · | · | 27.5% | 26.7% | 25.7% | 25.3% | 25.1% | |
| Net Margin | 12.9% | 18.8% | 20.5% | 20.4% | 20.2% | 17.9% | 22.3% | 22.2% | 21.2% | 20.9% | 20.3% | 22.7% | |
| EBITDA Margin | 87.7% | 94.6% | 18.8% | 19.9% | 21.0% | 22.7% | 20.0% | 47.6% | 46.8% | 46.1% | 46.0% | 45.0% | |
| ROA | 1.8% | 2.4% | 2.7% | 2.8% | 2.8% | 2.4% | 3.2% | 3.3% | 3.4% | 3.4% | 3.3% | 3.7% | |
| ROE | 11.7% | 14.8% | 14.1% | 12.5% | 12.6% | 10.9% | 14.1% | 14.6% | 14.8% | 14.6% | 14.2% | 16.5% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.8 | 3.8 | · | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.54 | $13.82 | $14.47 | $16.68 | $16.99 | $15.52 | $16.14 | $15.65 | $15.12 | $14.67 | $14.26 | $13.97 | |
| Revenue / Share | $11.96 | $11.14 | $10.69 | $10.26 | $10.11 | $9.64 | $10.04 | $10.16 | $10.33 | $10.04 | $9.86 | $9.95 | |
| Cash Flow / Share | $4.12 | $5.02 | $4.89 | $5.05 | $5.00 | $3.36 | $5.01 | $4.92 | $4.70 | $4.12 | $4.19 | $4.16 | |
| Cash / Share | $0.36 | $0.42 | $0.35 | $0.55 | $0.61 | $1.14 | $0.60 | $0.64 | $0.49 | $0.38 | $0.47 | $0.58 | |
| Dividend / Share | · | · | $0.59 | · | · | · | · | · | · | · | · | · | |
| Dividend Paid / Share | $2.36 | $2.36 | $2.36 | $2.32 | $2.16 | $2.12 | $2.12 | $2.08 | $2.04 | $1.84 | $1.69 | $1.56 | |
| EPS (TTM) | $1.09 | $1.63 | $1.73 | $1.63 | $1.57 | $1.25 | $1.57 | $1.60 | $1.63 | $1.52 | $1.42 | $1.54 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.8% | 4.5% | 4.6% | 2.8% | 6.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.6% | 4.0% | 4.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -33.1% | -5.8% | 6.1% | 3.8% | 25.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -12.6% | 1.3% | 11.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -25.9% | -3.9% | 5.0% | 3.7% | 19.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -9.2% | 1.5% | 9.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $290M | $269M | $257M | $246M | $239M | $225M | $232M | $227M | $226M | $217M | $209M | $207M | |
| Net Income TTM | $38M | $51M | $53M | $50M | $48M | $40M | $52M | $51M | $48M | $45M | $42M | $47M | |
| Market Cap | $774M | $943M | $946M | $977M | $1.26B | $744M | $1.23B | $1.07B | $1.37B | $1.45B | $1.09B | $1.20B | |
| P/E | 28.9 | 23.8 | 22.7 | 25.0 | 33.8 | 25.3 | 33.6 | 29.5 | 37.9 | 43.8 | 36.1 | 37.1 | |
| P/S | 2.7 | 3.5 | 3.7 | 4.0 | 5.3 | 3.3 | 5.3 | 4.7 | 6.0 | 6.7 | 5.2 | 5.8 | |
| P/B | 2.5 | 2.8 | 2.7 | 2.4 | 3.1 | 2.0 | 3.3 | 3.0 | 4.1 | 4.5 | 3.6 | 4.1 | |
| P / Tangible Book | 2.5 | 2.8 | 2.7 | 2.4 | 3.1 | 2.0 | · | · | · | · | · | · | |
| P / Cash Flow | 7.8 | 7.8 | 8.0 | 8.1 | 10.7 | 9.5 | 10.6 | 9.7 | 13.2 | 16.2 | 12.3 | 13.8 | |
| P / FCF | · | · | · | 229.2 | 20.2 | 33.5 | -60.5 | -58.6 | -82.6 | -739.5 | 56.6 | -323.8 | |
| Dividend Yield | 7.4% | 6.0% | 6.0% | 5.7% | 4.0% | 6.6% | 4.0% | 4.3% | 3.3% | 2.7% | 3.3% | 2.7% | |
| Earnings Yield | 3.5% | 4.2% | 4.4% | 4.0% | 3.0% | 4.0% | 3.0% | 3.4% | 2.6% | 2.3% | 2.8% | 2.7% | |
| Payout Ratio | 152.3% | 112.3% | 107.7% | 110.6% | 105.3% | 122.3% | 93.9% | 91.6% | 92.4% | 87.2% | 83.9% | 68.9% | |
| Annual Payout | $57M | $57M | $57M | $56M | $51M | $49M | $49M | $46M | $45M | $39M | $36M | $32M |
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 | $77M | $78M | $75M | $72M | $71M | $72M | $68M | $67M | $67M | $67M | $67M | $64M | $64M | $63M | $62M | $61M | |
| Cost of Revenue | · | · | · | · | · | · | · | $18M | $17M | $18M | · | $17M | $16M | $16M | · | $16M | |
| Gross Profit | · | · | · | · | · | · | · | $50M | $50M | $49M | · | $46M | $47M | $47M | · | $45M | |
| SG&A Expense | $7M | $6M | $8M | $7M | $6M | $6M | $8M | $6M | $6M | $6M | $7M | $5M | $6M | $5M | $6M | $6M | |
| Operating Expenses | $65M | $66M | $67M | $58M | $57M | $59M | $58M | $48M | $48M | $48M | $49M | $47M | $47M | $45M | $47M | $46M | |
| Operating Income | $52M | $52M | $49M | $50M | $49M | $48M | $56M | $49M | $50M | $48M | · | · | · | · | · | · | |
| Interest Expense | $20M | $20M | $20M | $17M | $17M | $17M | $17M | $12M | $12M | $12M | $13M | $12M | $12M | $12M | $12M | $11M | |
| Interest Income | $77.0K | $80.0K | $37.0K | $42.0K | $34.0K | $46.0K | $46.0K | $43.0K | $38.0K | $32.0K | $42.0K | $63.0K | $81.0K | $109.0K | $65.0K | $8.0K | |
| Net Income | $9M | $9M | $7M | $10M | $11M | $10M | $8M | $14M | $14M | $14M | $13M | $13M | $13M | $14M | $12M | $12M | |
| EPS (Basic) | $0.24 | $0.26 | $0.15 | $0.32 | $0.33 | $0.29 | $0.23 | $0.48 | $0.48 | $0.45 | $0.43 | $0.42 | $0.43 | $0.45 | $0.38 | $0.38 | |
| EPS (Diluted) | $0.24 | $0.26 | $0.15 | $0.32 | $0.33 | $0.29 | $0.22 | $0.48 | $0.48 | $0.45 | $0.43 | $0.42 | $0.43 | $0.45 | $0.38 | $0.38 | |
| Shares (Basic) | 24,375,000 | 24,315,000 | · | 24,230,000 | 24,199,000 | 24,174,000 | · | 24,133,000 | 24,112,000 | 24,094,000 | · | 24,059,000 | 24,043,000 | 24,026,000 | · | 23,997,000 | |
| Shares (Diluted) | 24,429,000 | 24,357,000 | · | 24,242,000 | 24,219,000 | 24,195,000 | · | 24,155,000 | 24,116,000 | 24,097,000 | · | 24,062,000 | 24,044,000 | 24,026,000 | · | 23,999,000 | |
| EBITDA | $68M | $68M | · | $64M | $63M | $62M | · | $12M | $12M | $12M | · | $12M | $12M | $12M | · | $12M |
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 | $6M | $9M | $9M | $12M | $5M | $6M | $10M | $7M | $7M | $7M | · | $7M | $11M | $12M | · | $10M | |
| Total Assets | $2.16B | $2.16B | $2.16B | $2.17B | $2.14B | $2.13B | $2.13B | $2.11B | $2.07B | $2.03B | $1.99B | $1.96B | $1.91B | $1.87B | $1.83B | $1.81B | |
| Total Liabilities | $1.69B | $1.68B | $1.69B | $1.68B | $1.65B | $1.64B | $1.63B | $1.60B | $1.56B | $1.52B | · | $1.45B | $1.39B | $1.35B | · | $1.28B | |
| Long-term Debt | $1.60B | $1.60B | $468M | $1.59B | $1.56B | $1.54B | · | $1.49B | $1.44B | $1.41B | · | $1.34B | $1.29B | $1.25B | · | $1.19B | |
| Common Stock | $248.0K | $246.0K | $245.0K | $245.0K | $245.0K | $243.0K | $243.0K | $241.0K | $241.0K | $241.0K | · | $241.0K | $240.0K | $240.0K | · | $240.0K | |
| Paid-in Capital | $463M | $461M | $459M | $457M | $456M | $455M | $454M | $453M | $452M | $451M | · | $449M | $448M | $447M | · | $445M | |
| Retained Earnings | $-354M | $-346M | $-338M | $-327M | $-320M | $-314M | $-307M | $-297M | $-295M | $-292M | · | $-285M | $-281M | $-277M | · | $-268M | |
| AOCI | $2M | $1M | $1M | $1M | $1M | $2M | $3M | $1M | $3M | $3M | · | $5M | $3M | $1M | · | $3M | |
| Stockholders' Equity | $296M | $302M | $308M | $317M | $322M | $328M | $336M | $342M | $346M | $347M | · | $394M | $395M | $396M | · | $405M | |
| Liabilities + Equity | $2.16B | $2.16B | $2.16B | $2.17B | $2.14B | $2.13B | $2.13B | $2.11B | $2.07B | $2.03B | · | $1.96B | $1.91B | $1.87B | · | $1.81B | |
| Shares Outstanding | 24,777,583 | 24,595,080 | 24,551,168 | 24,493,115 | 24,471,554 | 24,318,414 | 24,302,576 | 24,279,719 | 24,256,492 | 24,099,077 | 24,082,887 | 24,064,211 | 24,048,626 | 24,029,935 | 24,016,009 | 24,001,546 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $16M | $16M | $14M | $14M | $15M | $14M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Stock-based Comp | $627.0K | $549.0K | $554.0K | $521.0K | $480.0K | $428.0K | $393.0K | $606.0K | $505.0K | $219.0K | $287.0K | $291.0K | $553.0K | $290.0K | $301.0K | $312.0K | |
| Other Non-cash | · | $4M | · | · | · | $6M | · | · | · | $8M | · | · | · | $10M | · | · | |
| Operating Cash Flow | $31M | $29M | $22M | $21M | $27M | $30M | $29M | $26M | $32M | $34M | $33M | $16M | $33M | $36M | $29M | $26M | |
| CapEx | · | · | · | · | · | · | · | $55M | $45M | $46M | · | $48M | $56M | $43M | · | $33M | |
| Investing Cash Flow | $-9M | $-7M | $-22M | $-20M | $-30M | $-24M | $-44M | $-55M | $-45M | $-46M | $-56M | $-48M | $-56M | $-43M | $-32M | $-33M | |
| Stock Issued | $2M | $1M | $1M | $641.0K | $531.0K | $598.0K | $621.0K | $623.0K | $559.0K | $603.0K | $596.0K | $555.0K | $544.0K | $543.0K | $544.0K | $648.0K | |
| Net Stock Activity | · | $1M | · | · | · | $598.0K | · | · | · | $603.0K | · | · | · | $543.0K | · | · | |
| Dividends Paid | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | $14M | |
| Financing Cash Flow | $-11M | $-22M | $-4M | $5M | $2M | $-10M | $18M | $29M | $12M | $10M | $26M | $27M | $23M | $6M | $6M | $6M | |
| Net Change in Cash | $11M | $585.0K | $-3M | $6M | $-1M | $-4M | $3M | $334.0K | $-216.0K | $-1M | $2M | $-5M | $-339.0K | $-1M | $3M | $-876.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $-12M | · | · | · | $-7M | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | 73.7% | 74.2% | 72.8% | · | 72.8% | 74.2% | 74.2% | · | 73.7% | |
| Operating Margin | 67.7% | 66.0% | · | 69.1% | 68.7% | 66.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 11.4% | 11.7% | · | 14.6% | 15.1% | 13.6% | · | 21.5% | 21.6% | 20.4% | · | 20.1% | 20.7% | 21.4% | · | 19.6% | |
| EBITDA Margin | 88.6% | 86.3% | · | 88.7% | 88.6% | 86.7% | · | 17.9% | 17.9% | 18.0% | · | 19.0% | 19.0% | 19.1% | · | 20.0% | |
| ROA | 0.41% | 0.43% | · | 0.49% | 0.51% | 0.47% | · | 0.71% | 0.73% | 0.70% | · | 0.68% | 0.71% | 0.75% | · | 0.67% | |
| ROE | 2.8% | 2.9% | · | 3.2% | 3.2% | 2.9% | · | 3.9% | 3.9% | 3.7% | · | 3.2% | 3.3% | 3.4% | · | 2.8% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 2.6 | 2.6 | · | 2.9 | 2.9 | 2.8 | · | · | · | · | · | · | · | · | · | · |
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 | · | 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 | $11.94 | $12.27 | · | $12.93 | $13.17 | $13.50 | · | $14.08 | $14.25 | $14.40 | · | $16.36 | $16.44 | $16.50 | · | $16.87 | |
| Revenue / Share | $3.14 | $3.21 | · | $2.97 | $2.92 | $2.97 | · | $2.79 | $2.78 | $2.77 | · | $2.65 | $2.65 | $2.62 | · | $2.55 | |
| Cash Flow / Share | · | $1.20 | · | · | · | $1.26 | · | · | · | $1.40 | · | · | · | $1.50 | · | · | |
| Cash / Share | $0.24 | $0.38 | · | $0.48 | $0.22 | $0.27 | · | $0.30 | $0.28 | $0.29 | · | $0.27 | $0.48 | $0.49 | · | $0.43 | |
| Dividend / Share | $0.59 | $0.59 | · | $0.59 | $0.59 | $0.59 | · | $0.59 | $0.59 | $0.59 | · | · | · | · | · | · | |
| EPS (TTM) | $0.97 | $1.06 | · | $1.16 | $1.32 | $1.47 | · | $1.84 | $1.78 | $1.73 | · | $1.68 | $1.64 | $1.64 | · | $1.64 |
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 | $302M | $296M | · | $283M | $278M | $274M | · | $268M | $264M | $261M | · | $253M | $250M | $247M | · | $244M | |
| Net Income TTM | $35M | $37M | · | $39M | $43M | $47M | · | $56M | $54M | $53M | · | $51M | $50M | $50M | · | $51M | |
| Market Cap | $926M | $801M | · | $781M | $835M | $877M | · | $1.02B | $892M | $928M | · | $849M | $886M | $937M | · | $900M | |
| P/E | 38.5 | 30.7 | · | 27.5 | 25.9 | 24.5 | · | 22.8 | 20.7 | 22.2 | · | 21.0 | 22.5 | 23.8 | · | 22.9 | |
| P/S | 3.1 | 2.7 | · | 2.8 | 3.0 | 3.2 | · | 3.8 | 3.4 | 3.6 | · | 3.4 | 3.5 | 3.8 | · | 3.7 | |
| P/B | 3.1 | 2.7 | · | 2.5 | 2.6 | 2.7 | · | 3.0 | 2.6 | 2.7 | · | 2.2 | 2.2 | 2.4 | · | 2.2 | |
| P / Tangible Book | 3.1 | 2.7 | · | 2.5 | 2.6 | 2.7 | · | 3.0 | 2.6 | 2.7 | · | 2.2 | 2.2 | 2.4 | · | 2.2 | |
| P / Cash Flow | · | 27.4 | · | · | · | 28.9 | · | · | · | 27.4 | · | · | · | 26.0 | · | · | |
| Dividend Yield | 6.2% | 7.1% | · | 7.3% | 6.8% | 6.5% | · | 5.6% | 6.4% | 6.1% | · | 6.7% | 6.4% | 6.0% | · | 6.0% | |
| Earnings Yield | 2.6% | 3.2% | · | 3.6% | 3.9% | 4.1% | · | 4.4% | 4.8% | 4.5% | · | 4.8% | 4.5% | 4.2% | · | 4.4% | |
| Payout Ratio | · | 157.1% | · | · | · | 145.5% | · | · | · | 104.2% | · | · | · | 105.0% | · | · | |
| Annual Payout | $57M | $57M | · | $57M | $57M | $57M | · | $57M | $57M | $57M | · | $57M | $57M | $56M | · | $54M |
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 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $290M | · | · | $269M | · |
| Operating Margin % | 67.4% | · | · | 75.8% | · |
| Net Income | $38M | · | · | $51M | · |
| Diluted EPS | $1.09 | · | · | $1.63 | · |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 204 filers · $443.4M 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
204
Value held
$443.4M
New positions
31
Exited positions
15
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 31 (-3 vs prior Q) | 15 (-7 vs prior Q) | 70 (0 vs prior Q) | 44 (-1 vs prior Q) | +740K |
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. | $84,301,999 | 2,254,667 | 19.01% | Shares |
| VANGUARD GROUP INC | $62,015,979 | 1,966,888 | 13.99% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $48,710,383 | 1,302,765 | 10.99% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $27,040,373 | 723,198 | 6.10% | Shares |
| STATE STREET CORP | $21,346,474 | 570,914 | 4.81% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $20,587,981 | 550,628 | 4.64% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $15,569,128 | 416,391 | 3.51% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $13,509,079 | 361,256 | 3.05% | Shares |
| MORGAN STANLEY | $12,795,111 | 342,206 | 2.89% | Shares |
| AMERIPRISE FINANCIAL INC | $8,812,431 | 235,690 | 1.99% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $7,564,375 | 202,295 | 1.71% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $6,620,797 | 177,074 | 1.49% | Shares |
| NORTHERN TRUST CORP | $5,993,393 | 160,294 | 1.35% | Shares |
| Invesco Ltd. | $5,899,096 | 157,772 | 1.33% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,145,313 | 137,612 | 1.16% | Shares |
| Bank of New York Mellon Corp | $4,509,846 | 120,616 | 1.02% | Shares |
| Nuveen, LLC | $3,681,981 | 98,475 | 0.83% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $3,612,996 | 96,630 | 0.81% | Shares |
| JPMORGAN CHASE & CO | $3,566,732 | 94,508 | 0.80% | Shares |
| GOLDMAN SACHS GROUP INC | $3,532,444 | 94,476 | 0.80% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $3,397,480 | 90,866 | 0.77% | Shares |
| TWO SIGMA INVESTMENTS, LP | $3,384,468 | 90,518 | 0.76% | Shares |
| Man Group plc | $3,341,731 | 89,375 | 0.75% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3,284,786 | 87,852 | 0.74% | Shares |
| DENALI ADVISORS LLC | $2,673,385 | 71,500 | 0.60% | Shares |
| DEAN INVESTMENT ASSOCIATES, LLC | $2,470,656 | 66,078 | 0.56% | Shares |
| Quantinno Capital Management LP | $2,268,442 | 60,669 | 0.51% | Shares |
| WELLS FARGO & COMPANY/MN | $2,149,794 | 57,497 | 0.48% | Shares |
| UBS Group AG | $2,093,317 | 55,986 | 0.47% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $2,046,307 | 54,729 | 0.46% | Shares |
| BROWN ADVISORY INC | $1,977,520 | 52,889 | 0.45% | Shares |
| Dean Capital Management | $1,792,177 | 47,932 | 0.40% | Shares |
| Public Sector Pension Investment Board | $1,608,630 | 43,023 | 0.36% | Shares |
| MILLENNIUM MANAGEMENT LLC | $1,543,459 | 41,280 | 0.35% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $1,513,958 | 40,491 | 0.34% | Shares |
| AlphaCentric Advisors LLC | $1,308,650 | 35,000 | 0.30% | Shares |
| Crossingbridge Advisors, LLC | $1,308,650 | 35,000 | 0.30% | Shares |
| ROYAL BANK OF CANADA | $1,269,000 | 33,926 | 0.29% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1,216,820 | 32,544 | 0.27% | Shares |
| BEACON INVESTMENT ADVISORS LLC | $1,199,964 | 32,093 | 0.27% | Shares |
| RHUMBLINE ADVISERS | $1,180,498 | 31,573 | 0.27% | Shares |
| NORGES BANK | $1,140,395 | 30,500 | 0.26% | Shares |
| Legal & General Group Plc | $1,117,027 | 29,875 | 0.25% | Shares |
| Chevy Chase Trust Holdings, LLC | $1,101,958 | 29,472 | 0.25% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,090,704 | 29,171 | 0.25% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,058,361 | 28,306 | 0.24% | Shares |
| Swiss National Bank | $1,008,894 | 26,983 | 0.23% | Shares |
| Legato Capital Management LLC | $934,526 | 24,994 | 0.21% | Shares |
| EXCHANGE TRADED CONCEPTS, LLC | $880,759 | 23,556 | 0.20% | Shares |
| INCEPTIONR LLC | $861,765 | 23,048 | 0.19% | Shares |
Activists & 5%+ owners 5 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 |
|---|---|---|---|---|---|
| B. Francis Saul II, B.F. Saul Company, B.F. Saul Real Estate Investment Trust, Dearborn, L.L.C., SHLP Unit Acquisition Corp. ×20 filings | Nov. 26, 2019 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 30, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 6, 2002 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 20, 2002 | · | Initial filing | · | SEC |
| Franklin Property Company | April 13, 2001 | · | Initial filing | · | 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 44 insiders · 25 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| SAUL B FRANCIS II | Chairman & CEO | May 17, 2026 A | 264,292 | 0 | 0 | $0 |
| Carlos Lawrence Heard | Senior Vice President & CFO | May 17, 2026 A | 7,733 | 8 | 0 | $78,191 |
| Scott V Schneider | Executive Vice President-CFO | April 24, 2020 A | 0 | 0 | 0 | $0 |
| David Todd Pearson | President & COO | May 28, 2026 P | 79,321 | 2 | 0 | $190,295 |
| Thomas H Mccormick | President | May 10, 2013 A | 5,718 | 0 | 0 | $0 |
| Francis B Saul III | President | July 2, 2012 A | 25,987 | 0 | 0 | $0 |
| Joel Albert Friedman | Exec VP, CAO & Treasurer | Sept. 28, 2026 P | 400 | 1 | 0 | $3,706 |
| Zachary Maxwell Friedlis | Sr. VP-Director of Leasing | May 17, 2026 A | 6,578 | 0 | 0 | $0 |
| Bettina T. Guevara | Exec. VP /Chf Legal & Adm Off | May 17, 2026 A | 9,509 | 0 | 0 | $0 |
| Lotuff Patricia Saul | Vice Chair | May 17, 2026 A | 23,585 | 0 | 0 | $0 |
| Lori Godby | Senior Vice Pres.-Residential | May 17, 2026 F | 1,848 | 0 | 0 | $0 |
| Judith K. Garland | SVP, Office and Retail | May 17, 2026 A | 4,844 | 0 | 0 | $0 |
| Willoughby B. Laycock | SVP-Res. Design/Mrkt Research | May 17, 2026 A | 4,814 | 0 | 0 | $0 |
| Donald A Hachey | SVP-Chief Construction Officer | May 17, 2026 A | 5,634 | 0 | 0 | $0 |
| Christine Nicolaides Kearns | Exec VP/Chief Legal/Admin Off | May 12, 2023 A | · | 0 | 0 | $0 |
| Charles W Sherren JR | Sr. VP- Property Management | May 12, 2023 A | 684 | 0 | 0 | $0 |
| Christopher Netter | Exec. Vice Pres-Retail Leasing | May 12, 2023 A | 1,561 | 0 | 0 | $0 |
| Debra Noreen Stencel | Senior VP & General Counsel | Jan. 27, 2020 M | 0 | 0 | 0 | $0 |
| Steven N. Corey | Senior VP - Office Leasing | May 3, 2019 A | 0 | 0 | 0 | $0 |
| Benjamin Underwood | Vice President-Residential | May 11, 2018 A | · | 0 | 0 | $0 |
| Patrick T. Connors | Sr Vice President-Finance | May 19, 2014 M | 0 | 0 | 0 | $0 |
| Robert Wulff | Sr Vice Pres-Acquisitions/Dev | July 3, 2012 M | 0 | 0 | 0 | $0 |
| William Hoy | Sr Vice Pres-Construction | April 27, 2007 A | · | 0 | 0 | $0 |
| Kenneth Donald Shoop | Vice President-CAO | April 27, 2007 A | 625 | 0 | 0 | $0 |
| Laurence M Millspaugh III | Vice President-Acquis. & Dev. | March 28, 2006 M | 0 | 0 | 0 | $0 |
| George Patrick Clancy JR | Director | Oct. 1, 2026 A | 22,605 | 0 | 0 | $0 |
| Helgi C. Walker | Director | May 8, 2026 A | 2,000 | 0 | 0 | $0 |
| Lasalle D. Leffall III | Director | May 8, 2026 A | 6,000 | 0 | 0 | $0 |
| Earl A Powell III | Director | May 8, 2026 A | 7,200 | 0 | 0 | $0 |
| Andrew M. Saul II | Director | May 8, 2026 A | 10,800 | 0 | 0 | $0 |
| Gregory H. Platts | Director | May 8, 2026 A | 8,900 | 0 | 0 | $0 |
| Mark Sullivan III | Director | May 8, 2026 A | 10,400 | 0 | 0 | $0 |
| Philip D Caraci | Director | May 8, 2026 A | 55,416 | 0 | 0 | $0 |
| John E Chapoton | Director | Oct. 1, 2025 A | 11,466 | 0 | 0 | $0 |
| James Page Lansdale | Director | May 17, 2024 A | 2,576 | 0 | 0 | $0 |
| John R Whitmore | Director | May 13, 2022 A | 1,000 | 0 | 0 | $0 |
| NOONAN PATRICK F | Director | May 11, 2018 A | 10,466 | 0 | 0 | $0 |
| Philip C Jackson JR | Director | May 5, 2017 A | 46,300 | 0 | 0 | $0 |
| James W Symington | Director | Jan. 3, 2017 A | 1,922 | 0 | 0 | $0 |
| Gilbert M Grosvenor | Director | May 6, 2016 A | 200 | 0 | 0 | $0 |
| Charles R Longsworth | Director | Oct. 1, 2015 A | 2,800 | 0 | 0 | $0 |
| Paul X Kelley | Director | July 1, 2013 A | 36,378 | 0 | 0 | $0 |
| David B Kay | Director | July 1, 2011 A | 4,779 | 0 | 0 | $0 |
| John F Collich | · | May 17, 2026 A | 53,134 | 1 | 0 | $59,980 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 39 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 |
|---|---|---|---|---|
| XSHD · Invesco Exchange-Traded Fund Trust … | 2.16% | 45,379 | Oct. 1, 2026 | Daily |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.98% | 76,065 | Oct. 1, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.09% | 805 | Oct. 1, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.08% | 275 NS | July 31, 2026 | N-PORT |
| PFF · iShares Trust | 0.04% | 265,339 SH | Sept. 11, 2026 | Daily |
| USRT · iShares Trust | 0.04% | 50,941 SH | Sept. 11, 2026 | Daily |
| FREL · FIDELITY COVINGTON TRUST | 0.03% | 14,731 NS | July 31, 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 0.03% | 16,750 NS | July 31, 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.03% | 511,664 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.03% | 43,582 SH | Aug. 19, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.03% | 8,341 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.03% | 13,459 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.03% | 117,957 SH | Sept. 11, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.02% | 23,862 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.02% | 11,683 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 76,636 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.02% | 12,088 | Oct. 1, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 1,512 | Oct. 1, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 6,370 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.01% | 328,074 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 9,125 | Sept. 29, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 143,452 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.01% | 280,652 SH | Aug. 19, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.01% | 178,259 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 1,255 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 2,212 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 30,136 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 3,298 SH | Sept. 3, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 392,926 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 611 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 922 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 767,413 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 65,467 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 47,870 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 11,142 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 1,742 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 634 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 2,814 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 46,792 SH | Sept. 11, 2026 | Daily |
BFS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 6 analysts
BUY
Median target
$43.00
+42.6%
1 16.7%
Strong Buy
4 66.7%
Buy
1 16.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
2 analysts · 2026-09-28Mean target $43.00 +42.6%
← Below all targets
Current price $30.16
Low$39.00
Mean$43.00
High$47.00
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 |
|---|---|---|---|---|---|---|
| BFS | $774M | 28.9 | 7.8% | 12.9% | 11.7% | · |
| NTST | $1.64B | 220.5 | 19.8% | 3.6% | 0.50% | · |
| GTY | $1.64B | 20.3 | 9.0% | 35.7% | 7.7% | · |
| CBL | $1.12B | 8.5 | 12.2% | 23.5% | 38.9% | · |
| ALX | $1.11B | 39.6 | -5.8% | 13.2% | 22.2% | · |
| FVR | $326M | -67.1 | · | -5.7% | -1.1% | · |
| SITC | · | 1.9 | -55.4% | 143.8% | 41.8% | · |
| RPT | $126M | -46.1 | 65.7% | 9.6% | 0.55% | · |
| WHLR | $1M | -0.0 | -4.9% | 8.8% | -69.8% | · |
| SPG | · | 13.1 | 6.7% | 84.3% | 131.6% | · |
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Source: SEC 10-Q filed Aug 6, 2026