CVBF CVB Financial Corporation - Common Stock
NASDAQ · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$22.28
· of 52w range
· above low
· to high
$17.9552w low
$23.4152w high
Market Cap (MRQ)
$3.93B
P/E
14.7
EPS
$1.52
your badges
52W Range
$18–$23
Analyst Rating
BUY
Price Target
$26
P/E
14.7
ROE
9.2%
Net Profit Margin
40.6%
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CVBF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$22.28
Market Cap (MRQ)
$3.93B
P/E
14.7
EPS
$1.52
Div Yield
3.7%
ROE
9.2%
52W Range
$18–$23
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Jan. 3, 2007 | 11-for-10 | Forward |
| Jan. 27, 2006 | 5-for-4 | Forward |
| Jan. 14, 2005 | 5-for-4 | Forward |
| Dec. 30, 2003 | 11-for-10 | Forward |
| Jan. 22, 2003 | 5-for-4 | Forward |
| Jan. 22, 2002 | 5-for-4 | Forward |
| Jan. 3, 2001 | 11-for-10 | Forward |
| Feb. 1, 2000 | 5-for-4 | Forward |
| Dec. 29, 1998 | 11-for-10 | Forward |
| Jan. 21, 1998 | 3-for-2 | Forward |
| Jan. 2, 1997 | 11-for-10 | Forward |
| Nov. 7, 1989 | 2-for-1 | Forward |
| March 17, 1989 | 5-for-4 | Forward |
| April 1, 1987 | 5-for-4 | Forward |
| Feb. 18, 1986 | 5-for-4 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
EPS$1.522017-12-31 → 2025-12-31
Free Cash Flow$217M2017-12-31 → 2025-12-31
Net margin40.6%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 | CVBF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 14.75Y avg ≈13.8 | ≈13.8 | 12.8 | Overvalued | |
| P/S | 5.95Y avg ≈5.8 | ≈5.8 | 3.8 | Overvalued | |
| P/B (MRQ) | 1.25Y avg ≈1.4 | ≈1.4 | 1.2 | Fair value | |
| Price / FCF (TTM) | 6.95Y avg ≈12.4 | ≈12.4 | · | · | |
| Price / Cash Flow (TTM) | 6.85Y avg ≈12.2 | ≈12.2 | 11.4 | Fair value | |
| Price / Tangible Book (MRQ) | 1.35Y avg ≈2.2 | ≈2.2 | · | · | |
| PEG Ratio | ≈4.6 | · | · | · |
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 | CVBF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin | 60.9%5Y avg ≈45.2% | ≈45.2% | · | · | |
| EBITDA Margin | 63.8%5Y avg ≈38.2% | ≈38.2% | 3.4% | In line | |
| Pretax Margin | 54.6%5Y avg ≈58.0% | ≈58.0% | 40.9% | Weak | |
| Net Profit Margin | 40.6%5Y avg ≈41.9% | ≈41.9% | 32.0% | Weak | |
| ROA | 1.4%5Y avg ≈1.4% | ≈1.4% | 1.1% | Top tier | |
| ROE | 9.2%5Y avg ≈10.4% | ≈10.4% | 9.0% | In line | |
| ROIC | 10.2%5Y avg ≈7.0% | ≈7.0% | · | · |
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 | CVBF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 2.7%5Y avg ≈2.5% | ≈2.5% | · | · | |
| Revenue CAGR 3Y | -2.5%5Y avg ≈1.9% | ≈1.9% | · | · | |
| Revenue CAGR 5Y | 2.0% | · | · | · | |
| EPS YoY | 5.6%5Y avg ≈3.7% | ≈3.7% | · | · | |
| Net Income YoY | 4.3%5Y avg ≈3.9% | ≈3.9% | · | · | |
| EPS CAGR 3Y | -3.1%5Y avg ≈0.41% | ≈0.41% | · | · | |
| EPS CAGR 5Y | 3.2% | · | · | · | |
| Net Income CAGR 3Y | -3.9%5Y avg ≈0.66% | ≈0.66% | · | · | |
| Net Income CAGR 5Y | 3.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CVBF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Weak |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.7%
Payout Ratio53.0%
Annualized Payout≈$0.80
5Y Div CAGR≈2.1%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 9, 2026 | $0.20 | USD | ≈3.6% |
| Apr 1, 2026 | $0.20 | USD | ≈4.1% |
| Dec 29, 2025 | $0.20 | USD | ≈4.2% |
| Oct 1, 2025 | $0.20 | USD | ≈4.3% |
| Jul 10, 2025 | $0.20 | USD | ≈3.8% |
| Apr 2, 2025 | $0.20 | USD | ≈4.3% |
| Dec 31, 2024 | $0.20 | USD | ≈3.7% |
| Sep 30, 2024 | $0.20 | USD | ≈4.5% |
| Jul 11, 2024 | $0.20 | USD | ≈4.5% |
| Apr 2, 2024 | $0.20 | USD | ≈4.7% |
| Jan 4, 2024 | $0.20 | USD | ≈4.1% |
| Oct 3, 2023 | $0.20 | USD | ≈5.1% |
| Jul 5, 2023 | $0.20 | USD | ≈5.9% |
| Apr 4, 2023 | $0.20 | USD | ≈4.9% |
| Dec 28, 2022 | $0.20 | USD | ≈3.0% |
| Oct 4, 2022 | $0.20 | USD | ≈2.8% |
| Jun 29, 2022 | $0.19 | USD | ≈2.9% |
| Apr 5, 2022 | $0.18 | USD | ≈3.1% |
| Dec 28, 2021 | $0.18 | USD | ≈3.4% |
| Oct 5, 2021 | $0.18 | USD | ≈3.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
1.4%
Next Report
Oct 20, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 21, 2026 | $0.29 | $0.29 | -1.2% |
| March 31, 2026 | $0.38 | $0.39 | -2.2% | |
| Dec. 31, 2025 | $0.40 | $0.40 | 0.25% | |
| Sept. 30, 2025 | $0.38 | $0.38 | 0.90% | |
| June 30, 2025 | $0.36 | $0.36 | 0.90% | |
| March 31, 2025 | $0.37 | $0.34 | 9.5% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Income | $314M | $314M | $314M | $300.0K | · | · | · | · | · | · | · | · | |
| Interest Expense | · | · | $118M | $9M | $6M | $14M | $22M | $13M | $8M | $8M | $9M | $16M | |
| Interest Income | $593M | $630M | $606M | $515M | $421M | $430M | $458M | $362M | $287M | $265M | $262M | $253M | |
| Pretax Income | $282M | $271M | $315M | $328M | $298M | $250M | $291M | $211M | $189M | $162M | $151M | $163M | |
| Income Tax | $72M | $71M | $94M | $93M | $85M | $72M | $83M | $59M | $84M | $61M | $52M | $59M | |
| Net Income | $209M | $201M | $221M | $235M | $213M | $177M | $208M | $152M | $104M | $101M | $99M | $104M | |
| EPS (Basic) | $1.52 | $1.44 | $1.59 | $1.67 | $1.57 | $1.30 | $1.48 | $1.25 | $0.95 | $0.94 | $0.93 | $0.98 | |
| EPS (Diluted) | $1.52 | $1.44 | $1.59 | $1.67 | $1.56 | $1.30 | $1.48 | $1.24 | $0.95 | $0.94 | $0.93 | $0.98 | |
| Shares (Basic) | 136,757,000 | 138,415,000 | 138,333,000 | 139,652,000 | 135,165,000 | 136,031,000 | 139,757,000 | 121,670,000 | 109,409,000 | 107,282,000 | 105,715,000 | 105,239,000 | |
| Shares (Diluted) | 137,050,000 | 138,579,000 | 138,462,000 | 140,012,000 | 135,382,000 | 136,206,000 | 139,934,000 | 121,957,000 | 109,807,000 | 107,687,000 | 106,192,000 | 105,759,000 | |
| EBITDA | $329M | $329M | $332M | $14M | $-6M | $-1M | $22M | $8M | $-645.0K | $4M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $376M | $205M | $281M | $203M | $1.73B | $1.96B | $186M | $164M | $144M | $122M | $106M | $106M | |
| PP&E (Net) | $27M | $28M | $45M | $47M | $49M | $51M | $54M | $58M | $46M | $42M | $31M | $34M | |
| PP&E (Gross) | $78M | $85M | $118M | $121M | $120M | $118M | $115M | $122M | $105M | $104M | $93M | $96M | |
| Accum. Depreciation | $52M | $58M | $74M | $75M | $71M | $67M | $61M | $64M | $59M | $62M | $62M | $63M | |
| Goodwill | $766M | $766M | $766M | $766M | $664M | $664M | $664M | $667M | $117M | $90M | $74M | $74M | |
| Intangibles | $6M | $10M | $15M | $22M | $25M | $34M | $43M | $54M | $7M | $5M | $2M | $3M | |
| Total Assets | $15.63B | $15.15B | $16.02B | $16.48B | $15.88B | $14.42B | $11.28B | $11.53B | $8.27B | $8.07B | $7.67B | $7.38B | |
| Accrued Liabilities | · | · | $9M | · | · | · | · | · | · | · | · | · | |
| Short-term Debt | · | · | $995M | $995M | $2M | $5M | $0 | · | · | · | · | · | |
| Capital Leases | $47M | $50M | $24M | $24M | $21M | $21M | $21M | · | · | · | · | · | |
| Total Liabilities | $13.34B | $12.97B | $13.94B | $14.53B | $13.80B | $12.41B | $9.29B | $9.68B | $7.20B | $7.08B | $6.75B | $6.50B | |
| Total Debt | · | · | $995M | $995M | $2M | $5M | · | · | · | · | · | · | |
| Common Stock | · | · | · | · | · | · | · | · | · | · | $503M | $495M | |
| Retained Earnings | $1.30B | $1.20B | $1.11B | $1.00B | $876M | $761M | $683M | $576M | $494M | $449M | $400M | $352M | |
| AOCI | $-228M | $-312M | $-324M | $-355M | $-4M | $35M | $13M | $-18M | $1M | $10M | $21M | $31M | |
| Stockholders' Equity | $2.30B | $2.19B | $2.08B | $1.95B | $2.08B | $2.01B | $1.99B | $1.85B | $1.07B | $991M | $923M | $878M | |
| Liabilities + Equity | $15.63B | $15.15B | $16.02B | $16.48B | $15.88B | $14.42B | $11.28B | $11.53B | $8.27B | $8.07B | $7.67B | $7.38B | |
| Shares Outstanding | 135,551,799 | 139,690,086 | 139,344,981 | 139,818,703 | 135,526,025 | 135,600,501 | 140,102,480 | 140,000,017 | 110,184,922 | 108,251,981 | 106,384,982 | 105,893,216 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $15M | $18M | $14M | $-6M | $-1M | $22M | $8M | $3M | $5M | $-1M | $832.0K | |
| Stock-based Comp | $6M | $10M | $9M | $8M | $5M | $6M | $6M | $4M | $3M | $3M | $3M | $3M | |
| Deferred Tax | $2M | $4M | $-4M | $-3M | $13M | $-4M | $2M | $8M | $23M | $2M | $-5M | $4M | |
| Amort. of Intangibles | $4M | $5M | $6M | $8M | $8M | $9M | $11M | $5M | $1M | $1M | $949.0K | $1M | |
| Other Non-cash | $-11M | $19M | $51M | $20M | $-29M | $8M | $-29M | $-3M | $10M | $14M | · | · | |
| Operating Cash Flow | $221M | $250M | $296M | $274M | $195M | $185M | $208M | $165M | $138M | $125M | $106M | $88M | |
| CapEx | $4M | $5M | $5M | $5M | $5M | $5M | $6M | $4M | $5M | $13M | $2M | $2M | |
| Investing Cash Flow | $-210M | $853M | $536M | $-1.18B | $-1.73B | $-1.27B | $325M | $811M | $140M | $-154M | · | · | |
| Stock Repurchased | $81M | $3M | $21M | $46M | $8M | $93M | $3M | $8M | $1M | $2M | $834.0K | $5M | |
| Net Stock Activity | $-81M | $-3M | $-21M | $-46M | $-8M | $-93M | $-3M | $-8M | $-1M | $-2M | · | · | |
| Dividends Paid | $111M | $112M | $112M | $104M | $98M | $98M | $95M | $66M | $57M | $52M | $49M | $42M | |
| Financing Cash Flow | $161M | $-1.18B | $-754M | $-626M | $1.31B | $2.86B | $-512M | $-956M | $-256M | $45M | · | · | |
| Net Change in Cash | · | · | · | · | · | · | · | $20M | $23M | $16M | $329.0K | $11M | |
| Taxes Paid | $33M | $54M | $70M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $217M | $245M | $291M | $268M | $191M | $180M | $203M | $164M | $135M | $111M | · | · | |
| Levered FCF | · | · | $208M | $262M | $186M | $170M | $187M | $155M | $130M | $106M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 60.9% | 62.6% | 57.4% | 0.05% | · | · | · | · | · | · | · | · | |
| Net Margin | 40.6% | 40.0% | 40.5% | 42.4% | 46.0% | 38.0% | 42.0% | 38.7% | 32.5% | 34.7% | · | · | |
| Pretax Margin | 54.6% | 54.0% | 57.6% | 59.1% | 64.4% | 53.5% | 58.8% | 53.8% | 58.8% | 55.5% | · | · | |
| EBITDA Margin | 63.8% | 65.6% | 60.7% | 2.5% | -1.4% | -0.25% | 4.5% | 2.1% | -0.20% | 1.3% | · | · | |
| ROA | 1.4% | 1.3% | 1.4% | 1.5% | 1.4% | 1.4% | 1.8% | 1.5% | 1.2% | 1.3% | · | · | |
| ROE | 9.2% | 9.2% | 11.0% | 12.3% | 10.2% | 8.9% | 10.5% | 8.3% | 9.7% | 10.2% | · | · | |
| ROIC | 10.2% | 10.6% | 7.2% | 0.01% | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.5 | 0.5 | 0.0 | 0.0 | · | · | · | · | · | · | |
| Interest Coverage | · | · | 2.7 | 0.0 | · | · | · | · | · | · | · | · |
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 | $16.93 | $15.65 | $14.91 | $13.94 | $15.36 | $14.81 | $14.23 | $13.22 | $9.70 | $9.15 | · | · | |
| Revenue / Share | $3.76 | $3.62 | $3.95 | $3.97 | $3.41 | $3.42 | $3.54 | $3.22 | $2.92 | $2.72 | · | · | |
| Cash Flow / Share | $1.62 | $1.80 | $2.14 | $1.96 | $1.44 | $1.36 | $1.49 | $1.38 | $1.27 | $1.14 | · | · | |
| Cash / Share | $2.78 | $1.47 | $2.02 | $1.46 | $12.78 | $14.44 | $1.32 | $1.17 | $1.31 | $1.12 | · | · | |
| Dividend / Share | $0.80 | $0.80 | $0.80 | $0.77 | $0.72 | $0.72 | $0.72 | $0.56 | $0.54 | $0.48 | $0.48 | $0.40 | |
| EPS (TTM) | $1.52 | $1.44 | $1.59 | $1.67 | $1.56 | $1.30 | $1.48 | $1.24 | $0.95 | $0.94 | $0.93 | $0.98 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.7% | -8.3% | -1.5% | 20.3% | -0.86% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -2.5% | 2.8% | 5.5% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.0% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 5.6% | -9.4% | -4.8% | 7.0% | 20.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -3.1% | -2.6% | 6.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.3% | -9.4% | -5.9% | 10.8% | 20.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -3.9% | -1.9% | 7.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 3.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.4% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $515M | $502M | $547M | $556M | $462M | $466M | $495M | $393M | $321M | $293M | $286M | $273M | |
| Net Income TTM | $209M | $201M | $221M | $235M | $213M | $177M | $208M | $152M | $104M | $101M | $99M | $104M | |
| Market Cap | $2.52B | $2.99B | $2.81B | $3.60B | $2.90B | $2.64B | $3.02B | $2.83B | $2.60B | $2.48B | · | · | |
| Enterprise Value | · | · | $3.53B | $4.39B | $1.17B | $691M | · | · | · | · | · | · | |
| P/E | 12.2 | 14.9 | 12.7 | 15.4 | 13.7 | 15.0 | 14.6 | 16.3 | 24.8 | 24.4 | 18.2 | 16.3 | |
| P/S | 4.9 | 6.0 | 5.1 | 6.5 | 6.3 | 5.7 | 6.1 | 7.2 | 8.1 | 8.5 | · | · | |
| P/B | 1.1 | 1.4 | 1.4 | 1.8 | 1.4 | 1.3 | 1.5 | 1.5 | 2.4 | 2.5 | · | · | |
| P / Tangible Book | 1.7 | 2.1 | 2.2 | 3.1 | 2.1 | 2.0 | · | · | · | · | · | · | |
| P / Cash Flow | 11.4 | 12.0 | 9.5 | 13.2 | 14.9 | 14.3 | 14.5 | 16.8 | 18.6 | 20.1 | · | · | |
| P / FCF | 11.6 | 12.2 | 9.7 | 13.4 | 15.2 | 14.7 | 14.9 | 17.3 | 19.3 | 22.4 | · | · | |
| EV / EBITDA | · | · | 10.6 | 314.6 | -182.3 | -597.3 | · | · | · | · | · | · | |
| EV / FCF | · | · | 12.1 | 16.4 | 6.1 | 3.8 | · | · | · | · | · | · | |
| EV / Revenue | · | · | 6.4 | 7.9 | 2.5 | 1.5 | · | · | · | · | · | · | |
| Dividend Yield | 4.4% | 3.7% | 4.0% | 2.9% | 3.4% | 3.7% | 3.1% | 2.3% | 2.2% | 2.1% | · | · | |
| Earnings Yield | 8.2% | 6.7% | 7.9% | 6.5% | 7.3% | 6.7% | 6.9% | 6.1% | 4.0% | 4.1% | 5.5% | 6.1% | |
| Payout Ratio | 53.0% | 55.7% | 50.4% | 44.4% | 46.0% | 55.6% | 45.9% | 43.4% | 54.6% | 50.9% | · | · | |
| Annual Payout | $111M | $112M | $112M | $104M | $98M | $98M | $95M | $66M | $57M | $52M | $49M | $42M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $48M | $45M | · | $33M | $30M | $17M | · | $2M | |
| Interest Income | $202M | $149M | $156M | $150M | $144M | $143M | $148M | $166M | $159M | $158M | $158M | $156M | $149M | $143M | $142M | $135M | |
| Pretax Income | $65M | $69M | $74M | $69M | $69M | $70M | $68M | $68M | $69M | $67M | $75M | $81M | $78M | $83M | $93M | $90M | |
| Income Tax | $17M | $18M | $19M | $16M | $18M | $18M | $17M | $16M | $19M | $18M | $26M | $23M | $22M | $23M | $27M | $25M | |
| Net Income | $48M | $51M | $55M | $53M | $51M | $51M | $51M | $51M | $50M | $49M | $49M | $58M | $56M | $59M | $66M | $65M | |
| EPS (Basic) | $0.29 | $0.38 | $0.40 | $0.38 | $0.37 | $0.37 | $0.36 | $0.37 | $0.36 | $0.35 | $0.35 | $0.42 | $0.40 | $0.42 | $0.48 | $0.46 | |
| EPS (Diluted) | $0.29 | $0.38 | $0.41 | $0.38 | $0.37 | $0.36 | $0.36 | $0.37 | $0.36 | $0.35 | $0.35 | $0.42 | $0.40 | $0.42 | $0.48 | $0.46 | |
| Shares (Basic) | 167,039,000 | 134,760,000 | · | 136,831,000 | 136,999,000 | 138,974,000 | · | 138,650,000 | 138,584,000 | 138,429,000 | · | 138,345,000 | 138,330,000 | 138,592,000 | · | 138,888,000 | |
| Shares (Diluted) | 167,187,000 | 134,916,000 | · | 137,153,000 | 137,173,000 | 139,294,000 | · | 138,839,000 | 138,669,000 | 138,603,000 | · | 138,481,000 | 138,383,000 | 138,953,000 | · | 139,347,000 | |
| EBITDA | · | $5M | · | · | · | $5M | · | · | · | $3M | · | · | · | $4M | · | · |
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 | $1.10B | $452M | $376M | $784M | $739M | $529M | $205M | $453M | $844M | $950M | · | $241M | $618M | $228M | · | $319M | |
| PP&E (Net) | $33M | $27M | $27M | $27M | $27M | $27M | $28M | $36M | $43M | $43M | · | $45M | $46M | $45M | · | $47M | |
| PP&E (Gross) | · | · | $78M | · | · | · | $85M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $52M | · | · | · | $58M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.10B | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | $766M | |
| Intangibles | $118M | $5M | $6M | $7M | $8M | $9M | $10M | $11M | $12M | $14M | · | $17M | $18M | $20M | · | $23M | |
| Total Assets | $21.18B | $15.51B | $15.63B | $15.67B | $15.41B | $15.26B | $15.15B | $15.40B | $16.15B | $16.47B | · | $15.90B | $16.48B | $16.27B | · | $16.35B | |
| Capital Leases | $76M | $46M | $47M | $47M | $46M | $48M | $50M | $35M | $24M | $23M | · | $25M | $25M | $25M | · | $25M | |
| Total Liabilities | $18.01B | $13.19B | $13.34B | $13.38B | $13.17B | $13.03B | $12.97B | $13.21B | $14.04B | $14.38B | · | $13.95B | $14.48B | $14.28B | · | $14.47B | |
| Retained Earnings | $1.34B | $1.32B | $1.30B | $1.27B | $1.25B | $1.22B | $1.20B | $1.18B | $1.16B | $1.13B | · | $1.09B | $1.06B | $1.03B | · | $965M | |
| AOCI | $-228M | $-225M | $-228M | $-248M | $-268M | $-277M | $-312M | $-275M | $-334M | $-335M | · | $-427M | $-345M | $-326M | · | $-383M | |
| Stockholders' Equity | $3.17B | $2.32B | $2.30B | $2.28B | $2.24B | $2.23B | $2.19B | $2.20B | $2.11B | $2.09B | $2.08B | $1.95B | $2.00B | $1.99B | $1.95B | $1.88B | |
| Liabilities + Equity | $21.18B | $15.51B | $15.63B | $15.67B | $15.41B | $15.26B | $15.15B | $15.40B | $16.15B | $16.47B | · | $15.90B | $16.48B | $16.27B | · | $16.35B | |
| Shares Outstanding | 176,247,135 | 135,791,180 | 135,551,799 | 137,509,649 | 137,825,465 | 139,089,612 | 139,690,086 | 139,678,314 | 139,677,162 | 139,641,884 | · | 139,337,699 | 139,343,284 | 139,302,451 | · | 139,805,445 |
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 | $4M | $5M | $2M | $4M | $4M | $5M | $4M | $7M | $863.0K | $3M | $4M | $6M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $260.0K | $2M | $-1M | $2M | $2M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Amort. of Intangibles | $4M | $850.0K | $880.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $5M | · | · | · | $-17M | · | · | · | $23M | · | · | · | $4M | · | · | |
| Operating Cash Flow | $388M | $62M | $45M | $82M | $53M | $42M | $75M | $71M | $26M | $77M | $49M | $85M | $92M | $70M | $71M | $74M | |
| CapEx | $780.0K | $1M | $2M | $836.0K | $850.0K | $679.0K | $2M | $1M | $2M | $166.0K | $2M | $531.0K | $2M | $343.0K | $1M | $2M | |
| Investing Cash Flow | $633M | $166M | $-378M | $-189M | $84M | $273M | $-39M | $458M | $203M | $231M | $-7M | $162M | $149M | $233M | $-215M | $-186M | |
| Stock Repurchased | $2M | $3M | $34M | $6M | $23M | $19M | $193.0K | $30.0K | $21.0K | $3M | $30.0K | $135.0K | $15.0K | $21M | $124.0K | $6M | |
| Net Stock Activity | · | $-3M | · | · | · | $-19M | · | · | · | $-3M | · | · | · | $-21M | · | · | |
| Dividends Paid | $27M | $27M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $28M | $27M | |
| Financing Cash Flow | $-369M | $-153M | $-74M | $153M | $72M | $9M | $-284M | $-920M | $-334M | $360M | $-866.0K | $-625M | $150M | $-279M | $29M | $-267M | |
| Taxes Paid | $20M | $2M | · | · | $23M | $24.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $61M | · | · | · | $41M | · | · | · | $77M | · | · | · | $70M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $44M | · | · | · | $58M | · | · |
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 | 26.9% | 38.6% | · | 40.9% | 40.0% | 40.3% | · | 40.5% | 39.9% | 38.4% | · | 42.0% | 42.2% | 42.7% | · | 44.6% | |
| Pretax Margin | 36.2% | 51.9% | · | 53.7% | 54.4% | 54.9% | · | 53.5% | 54.9% | 52.8% | · | 58.6% | 58.8% | 59.4% | · | 62.0% | |
| EBITDA Margin | · | 3.4% | · | · | · | 3.8% | · | · | · | 2.4% | · | · | · | 3.2% | · | · | |
| ROA | 0.26% | 0.33% | · | 0.34% | 0.32% | 0.32% | · | 0.33% | 0.31% | 0.30% | · | 0.36% | 0.34% | 0.35% | · | 0.40% | |
| ROE | 1.8% | 2.2% | · | 2.4% | 2.3% | 2.4% | · | 2.5% | 2.4% | 2.4% | · | 3.0% | 2.8% | 2.9% | · | 3.3% |
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 | $17.98 | $17.09 | · | $16.60 | $16.25 | $16.02 | · | $15.73 | $15.12 | $14.94 | · | $14.00 | $14.36 | $14.28 | · | $13.44 | |
| Revenue / Share | $1.07 | $0.98 | · | $0.94 | $0.92 | $0.91 | · | $0.91 | $0.90 | $0.91 | · | $0.99 | $0.96 | $1.00 | · | $1.04 | |
| Cash Flow / Share | · | $0.46 | · | · | · | $0.30 | · | · | · | $0.56 | · | · | · | $0.50 | · | · | |
| Cash / Share | $6.27 | $3.33 | · | $5.70 | $5.36 | $3.80 | · | $3.25 | $6.04 | $6.80 | · | $1.73 | $4.44 | $1.63 | · | $2.28 | |
| Dividend / Share | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $1.46 | $1.54 | · | $1.47 | $1.46 | $1.45 | · | $1.43 | $1.48 | $1.52 | · | $1.72 | $1.76 | $1.78 | · | $1.53 |
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 | $574M | $521M | · | $505M | $503M | $502M | · | $517M | $528M | $535M | · | $559M | $566M | $570M | · | $520M | |
| Net Income TTM | $207M | $209M | · | $205M | $204M | $203M | · | $198M | $205M | $211M | · | $239M | $246M | $249M | · | $217M | |
| Market Cap | $3.97B | $2.63B | · | $2.60B | $2.73B | $2.57B | · | $2.49B | $2.41B | $2.49B | · | $2.31B | $1.85B | $2.32B | · | $3.54B | |
| P/E | 15.4 | 12.6 | · | 12.9 | 13.6 | 12.7 | · | 12.5 | 11.6 | 11.7 | · | 9.6 | 7.5 | 9.4 | · | 16.5 | |
| P/S | 6.9 | 5.1 | · | 5.1 | 5.4 | 5.1 | · | 4.8 | 4.6 | 4.7 | · | 4.1 | 3.3 | 4.1 | · | 6.8 | |
| P/B | 1.3 | 1.1 | · | 1.1 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 0.9 | 1.2 | · | 1.9 | |
| P / Tangible Book | 2.0 | 1.7 | · | 1.7 | 1.9 | 1.8 | · | 1.8 | 1.8 | 1.9 | · | 2.0 | 1.5 | 1.9 | · | 3.2 | |
| P / Cash Flow | · | 42.2 | · | · | · | 61.3 | · | · | · | 32.2 | · | · | · | 33.1 | · | · | |
| Dividend Yield | 2.8% | 4.2% | · | 4.3% | 4.1% | 4.3% | · | 4.5% | 4.6% | 4.5% | · | 4.8% | 6.0% | 4.7% | · | 2.9% | |
| Earnings Yield | 6.5% | 7.9% | · | 7.8% | 7.4% | 7.8% | · | 8.0% | 8.6% | 8.5% | · | 10.4% | 13.2% | 10.7% | · | 6.0% | |
| Payout Ratio | · | 53.1% | · | · | · | 54.7% | · | · | · | 57.7% | · | · | · | 47.4% | · | · | |
| Annual Payout | $110M | $110M | · | $111M | $112M | $112M | · | $112M | $112M | $112M | · | $112M | $111M | $108M | · | $101M |
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 |
|---|---|---|---|---|---|
| Operating Margin % | 60.9% | 62.6% | 57.4% | 0.05% | · |
| Net Income | $209M | $201M | $221M | $235M | $213M |
| Diluted EPS | $1.52 | $1.44 | $1.59 | $1.67 | $1.56 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | 0.5 | 0.5 | 0.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $217M | $245M | $291M | $268M | $191M |
Institutional owners (13F) 331 filers · $3.5B 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
331
Value held
$3.5B
New positions
72
Exited positions
27
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 72 (+12 vs prior Q) | 27 (-3 vs prior Q) | 166 (+83 vs prior Q) | 42 (-53 vs prior Q) | +33.6M |
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. | $579,284,922 | 25,688,910 | 16.52% | Shares |
| VANGUARD GROUP INC | $273,073,332 | 14,681,362 | 7.79% | Shares |
| STATE STREET CORP | $236,910,580 | 10,506,193 | 6.76% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $228,996,941 | 10,155,075 | 6.53% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $226,661,894 | 10,051,580 | 6.46% | Shares |
| FMR LLC | $221,772,829 | 9,834,715 | 6.33% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $170,264,001 | 7,550,510 | 4.86% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $143,888,686 | 6,380,873 | 4.10% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $100,970,218 | 4,476,687 | 2.88% | Shares |
| Parallel Advisors, LLC | $79,582,287 | 3,529,148 | 2.27% | Shares |
| HoldCo Asset Management, LP | $76,624,517 | 3,397,983 | 2.19% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69,009,291 | 3,060,279 | 1.97% | Shares |
| MORGAN STANLEY | $64,974,715 | 2,881,361 | 1.85% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $49,168,320 | 2,180,413 | 1.40% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $46,010,547 | 2,040,379 | 1.31% | Shares |
| NORTHERN TRUST CORP | $44,903,951 | 1,991,306 | 1.28% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $44,494,771 | 1,973,161 | 1.27% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $44,280,871 | 1,963,675 | 1.26% | Shares |
| Bank of New York Mellon Corp | $38,066,070 | 1,688,074 | 1.09% | Shares |
| GOLDMAN SACHS GROUP INC | $35,753,035 | 1,585,500 | 1.02% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $29,927,684 | 1,327,170 | 0.85% | Shares |
| FJ Capital Management LLC | $29,209,511 | 1,295,322 | 0.83% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $27,687,341 | 1,227,820 | 0.79% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $25,125,616 | 1,114,218 | 0.72% | Shares |
| D. E. Shaw & Co., Inc. | $23,578,009 | 1,045,588 | 0.67% | Shares |
| CITADEL ADVISORS LLC | $21,689,380 | 961,835 | 0.62% | Shares |
| Balyasny Asset Management L.P. | $21,630,343 | 959,217 | 0.62% | Shares |
| Brevan Howard Capital Management LP | $21,422,500 | 950,000 | 0.61% | Shares |
| Boston Partners | $21,215,231 | 940,489 | 0.61% | Shares |
| BANK OF AMERICA CORP /DE/ | $20,881,771 | 926,021 | 0.60% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $20,375,977 | 903,591 | 0.58% | Shares |
| JPMORGAN CHASE & CO | $20,251,035 | 896,804 | 0.58% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $18,271,024 | 810,245 | 0.52% | Shares |
| UBS Group AG | $17,782,571 | 788,584 | 0.51% | Shares |
| Invesco Ltd. | $15,898,090 | 705,015 | 0.45% | Shares |
| Citizens Business Bank | $15,463,032 | 342,861 | 0.44% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,970,990 | 663,902 | 0.43% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $14,063,308 | 623,650 | 0.40% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $13,639,005 | 604,834 | 0.39% | Shares |
| Public Sector Pension Investment Board | $12,987,582 | 575,946 | 0.37% | Shares |
| CITIGROUP INC | $11,928,770 | 528,992 | 0.34% | Shares |
| AMERICAN CENTURY COMPANIES INC | $11,605,670 | 514,663 | 0.33% | Shares |
| FIRST TRUST ADVISORS LP | $10,690,114 | 474,063 | 0.30% | Shares |
| Nuveen, LLC | $10,311,110 | 457,256 | 0.29% | Shares |
| RHUMBLINE ADVISERS | $9,799,392 | 434,564 | 0.28% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $9,672,078 | 428,917 | 0.28% | Shares |
| Cliffwater LLC | $9,296,170 | 412,247 | 0.27% | Shares |
| Legal & General Group Plc | $8,704,503 | 386,009 | 0.25% | Shares |
| ALLIANCEBERNSTEIN L.P. | $7,932,236 | 409,089 | 0.23% | Shares |
| AMERIPRISE FINANCIAL INC | $7,727,952 | 342,703 | 0.22% | Shares |
Activists & 5%+ owners 1 position
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 |
|---|---|---|---|---|---|
| The Marital Trust Under The George Borba Family Trust 306379794, The Borba Children’s Holding Trust 466388658, Linda Borba Gourdikian, George A. Borba, Jr. | Feb. 11, 2021 | · | 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 43 insiders · 21 officers · 23 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| David A. Brager | President & CEO | March 16, 2026 F | 245,493 | 0 | 0 | $0 |
| Christopher D Myers | President & CEO | Oct. 28, 2019 S | 409,557 | 0 | 0 | $0 |
| Allen E Nicholson | EVP & CFO | March 31, 2026 M | 133,776 | 0 | 0 | $0 |
| Richard C Thomas | EVP & CFO | July 6, 2016 M | 29,846 | 0 | 0 | $0 |
| Edward Biebrich JR | CFO Bank | May 27, 2010 M | 69,499 | 0 | 0 | $0 |
| Robertson Clay Jones JR | President | April 17, 2026 A | 254,767 | 0 | 0 | $0 |
| Brian T. Mauntel | President | May 17, 2021 A | 10,000 | 0 | 0 | $0 |
| Richard H Wohl | EVP & General Counsel | June 5, 2026 F | 41,245 | 0 | 0 | $0 |
| Yamynn Deangelis | EVP Chief Risk Officer | June 1, 2026 F | 122,848 | 0 | 0 | $0 |
| Roger Lynn Ehrnman | EVP, Chief Risk Officer | May 20, 2026 A | 10,500 | 0 | 0 | $0 |
| Sheryl Laygo | Chief Accounting Officer | March 20, 2026 F | 14,152 | 0 | 0 | $0 |
| David F Farnsworth | EVP & CCO | March 16, 2026 F | 83,882 | 0 | 0 | $0 |
| Francene Lapoint | SVP Chief Accounting Officer | March 20, 2024 A | 23,354 | 0 | 0 | $0 |
| James Dowd III | EVP Senior Loan Officer | July 1, 2016 D | 37,234 | 0 | 0 | $0 |
| Chris A Walters | EVP Citizens Trust | June 11, 2012 M | 11,360 | 0 | 0 | $0 |
| Todd Hollander | EVP Sales Division | Sept. 16, 2009 A | 5,000 | 0 | 0 | $0 |
| Jay W Coleman | EVP | Nov. 13, 2008 S | 351,105 | 0 | 0 | $0 |
| Scott R Racusin | EVP Financial Advisory Svcs | June 21, 2006 A | 1,000 | 0 | 0 | $0 |
| Edward J Mylett | EVP Senior Loan Officer | May 11, 2006 P | 500 | 0 | 0 | $0 |
| Frank Basirico | EVP/SLO of subsidiary bank | Dec. 20, 2005 S | 0 | 0 | 0 | $0 |
| Edwin J Pomplun | SVP/Sr. Trust Officer | Aug. 12, 2005 S | 82,213 | 0 | 0 | $0 |
| Mike Maddox | Director | Aug. 31, 2026 P | 13,138 | 1 | 0 | $220,300 |
| Brien Raymond V O III | Director | July 28, 2026 P | 85,780 | 1 | 0 | $455,200 |
| George A Borba Jr | Director | May 22, 2026 P | 895,202 | 5 | 0 | $3,499,476 |
| Timothy Michael Stephens | Director | May 20, 2026 A | 6,468 | 0 | 0 | $0 |
| Jane Olvera | Director | May 20, 2026 A | 29,097 | 0 | 0 | $0 |
| Anna Kan | Director | May 20, 2026 A | 35,780 | 0 | 0 | $0 |
| Hal W Oswalt | Director | May 20, 2026 A | 53,780 | 0 | 0 | $0 |
| Stephen A Del Guercio | Director | May 20, 2026 A | 51,491 | 0 | 0 | $0 |
| Komas Julianne M Biagini | Director | May 20, 2026 A | 48,513 | 0 | 0 | $0 |
| Kimberly H. Sheehy | Director | May 21, 2025 A | 17,618 | 0 | 0 | $0 |
| Jr. Rodrigo Guerra, | Director | Aug. 1, 2022 J | 26,975 | 0 | 0 | $0 |
| Kristina M Leslie | Director | April 27, 2022 S | 21,889 | 0 | 0 | $0 |
| Marshall Laitsch | Director | March 17, 2021 A | 29,332 | 0 | 0 | $0 |
| Robert Jacoby | Director | Nov. 30, 2016 S | 14,012 | 0 | 0 | $0 |
| San Vaccaro | Director | May 11, 2016 M | 249,457 | 0 | 0 | $0 |
| Linn D Wiley | Director | Dec. 30, 2014 M | 237,624 | 0 | 0 | $0 |
| Ronald O Kruse | Director | Feb. 26, 2014 M | 1,138,422 | 0 | 0 | $0 |
| John Borba | Director | July 30, 2012 S | 2,039,626 | 0 | 0 | $0 |
| James C Seley | Director | Nov. 17, 2010 A | 245,839 | 0 | 0 | $0 |
| George Borba | Director | Nov. 17, 2010 A | 11,511,335 | 0 | 0 | $0 |
| John J Loporto | Director | July 22, 2005 G | 1,168,665 | 0 | 0 | $0 |
| David C Harvey | · | Aug. 5, 2026 S | 98,149 | 0 | 1 | $-917,600 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 50 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 |
|---|---|---|---|---|
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.88% | 10,832 SH | Oct. 2, 2026 | Daily |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.85% | 88,943 SH | Oct. 2, 2026 | Daily |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.76% | 200,222 SH | Oct. 2, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.73% | 139,852 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.40% | 355,704 SH | Aug. 19, 2026 | Daily |
| ESSC · Strategy Shares | 0.34% | 5,460 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.25% | 149,605 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.24% | 25,416 SH | Oct. 2, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.23% | 849,877 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 586,264 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.17% | 1,076,758 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.16% | 193,778 SH | Oct. 2, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.15% | 17,753 SH | Oct. 2, 2026 | Daily |
| ESML · iShares Trust | 0.15% | 182,027 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 42,448 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.13% | 4,917 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.13% | 4,355,427 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.12% | 82,034 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.12% | 985,574 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.10% | 653,586 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.08% | 2,441,914 SH | Aug. 19, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.06% | 38,684 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.05% | 3,847,824 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.05% | 40,958 SH | Oct. 2, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.04% | 43,776 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 1,920,916 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.04% | 272,159 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 9,454 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.04% | 10,653 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 436,691 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 661,755 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.02% | 26,693 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 120,982 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 12,823 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 5,328,147 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 13,837 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 37,954 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 9,361 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 42,038 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 58,677 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 260,093 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 45,508 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 131,364 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 10,057,345 SH | Sept. 8, 2026 | Daily |
| IJS · iShares Trust | · | 1,459,456 SH | Aug. 31, 2026 | Daily |
| IWN · iShares Trust | · | 1,580,296 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 16,358 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 7,004 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 33,576 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 71,668 SH | Sept. 9, 2026 | Daily |
CVBF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
BUY
Median target
$26.00
+16.7%
2 16.7%
Strong Buy
6 50.0%
Buy
4 33.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-09-29Mean target $26.00 +16.7%
← Below all targets
Current price $22.28
Low$25.00
Mean$26.00
High$28.00
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 |
|---|---|---|---|---|---|---|
| CVBF | $2.52B | 12.2 | 2.7% | 40.6% | 9.2% | · |
| UCB | $3.77B | 11.9 | 11.7% | 30.9% | 9.0% | · |
| WSFS | $4.22B | 10.9 | · | 27.0% | 10.8% | · |
| TCBI | $4.69B | 13.3 | 34.7% | 26.3% | 9.2% | · |
| CATY | $3.25B | 10.7 | 2.9% | 585.8% | 10.8% | · |
| WSBC | $3.19B | 14.9 | 61.8% | 22.7% | 5.7% | · |
| MCHB | · | 11.5 | 3.3% | 534.4% | 9.4% | · |
| INDB | $3.60B | 16.5 | 24.3% | 23.9% | 6.2% | · |
| RNST | · | 17.0 | 37.7% | · | · | · |
| BANF | · | · | · | · | · | · |
| NIC | $1.80B | 12.4 | 11.9% | 38.4% | 12.3% | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Aug 7, 2026