CWBC Community West Bancshares - Common Stock
NASDAQ · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 10, 2026
$26.53
· of 52w range
· above low
· to high
$19.7952w low
$28.1752w high
Market Cap
$431M
P/E
11.2
EPS
$2.00
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52W Range
$20–$28
Analyst Rating
BUY
Price Target
$30
P/E
11.2
ROE
9.7%
Net Profit Margin
26.0%
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CWBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$26.53
Market Cap
$431M
P/E
11.2
EPS
$2.00
Div Yield
3.3%
ROE
9.7%
52W Range
$20–$28
CWBC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Nov. 1, 2005 | 2-for-1 | Forward |
| Jan. 21, 2003 | 2-for-1 | Forward |
| June 11, 1999 | 11-for-10 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
EPS$2.002016-12-31 → 2025-12-31
Free Cash Flow$44M2016-12-31 → 2025-12-31
Net margin26.0%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CWBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 11.25Y avg ≈16.6 | ≈16.6 | 12.2 | Overvalued | |
| P/S | 2.95Y avg ≈3.0 | ≈3.0 | · | · | |
| P/B | 1.15Y avg ≈1.2 | ≈1.2 | 1.2 | Undervalued | |
| Price / FCF | 9.95Y avg ≈12.5 | ≈12.5 | · | · | |
| Price / Cash Flow | 9.35Y avg ≈10.3 | ≈10.3 | 10.5 | Undervalued | |
| Price / Tangible Book | 1.45Y avg ≈1.6 | ≈1.6 | · | · | |
| PEG Ratio | ≈2.6 | · | · | · |
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 | CWBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 2.2%5Y avg ≈1.4% | ≈1.4% | 1.8% | Top tier | |
| Pretax Margin | 35.8%5Y avg ≈34.2% | ≈34.2% | 35.7% | Weak | |
| Net Profit Margin | 26.0%5Y avg ≈25.5% | ≈25.5% | 29.1% | Weak | |
| ROA | 1.1%5Y avg ≈0.95% | ≈0.95% | 1.1% | In line | |
| ROE | 9.7%5Y avg ≈10.5% | ≈10.5% | 10.3% | 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 | CWBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 25.6%5Y avg ≈14.0% | ≈14.0% | · | · | |
| Revenue CAGR 3Y | 20.1%5Y avg ≈12.5% | ≈12.5% | · | · | |
| Revenue CAGR 5Y | 13.4% | · | · | · | |
| EPS YoY | 344.4%5Y avg ≈60.3% | ≈60.3% | · | · | |
| Net Income YoY | 397.9%5Y avg ≈71.4% | ≈71.4% | · | · | |
| EPS CAGR 3Y | -4.1%5Y avg ≈-12.0% | ≈-12.0% | · | · | |
| EPS CAGR 5Y | 4.3% | · | · | · | |
| Net Income CAGR 3Y | 12.7%5Y avg ≈-4.9% | ≈-4.9% | · | · | |
| Net Income CAGR 5Y | 13.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CWBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Top tier |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.3%
Payout Ratio37.2%
Annualized Payout≈$0.48
5Y Div CAGR≈1.8%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 7, 2026 | $0.12 | USD | ≈1.9% |
| May 8, 2026 | $0.12 | USD | ≈2.0% |
| Feb 6, 2026 | $0.12 | USD | ≈1.9% |
| Oct 31, 2025 | $0.12 | USD | ≈2.3% |
| Aug 1, 2025 | $0.12 | USD | ≈2.6% |
| May 2, 2025 | $0.12 | USD | ≈2.7% |
| Feb 7, 2025 | $0.12 | USD | ≈2.5% |
| Nov 8, 2024 | $0.12 | USD | ≈2.4% |
| Aug 2, 2024 | $0.12 | USD | ≈2.5% |
| May 2, 2024 | $0.12 | USD | ≈2.8% |
| Feb 1, 2024 | $0.12 | USD | ≈2.6% |
| Nov 2, 2023 | $0.12 | USD | ≈3.0% |
| Aug 3, 2023 | $0.12 | USD | ≈2.9% |
| May 4, 2023 | $0.12 | USD | ≈3.6% |
| Feb 9, 2023 | $0.12 | USD | ≈1.9% |
| Nov 3, 2022 | $0.12 | USD | ≈2.6% |
| Aug 4, 2022 | $0.12 | USD | ≈2.9% |
| May 5, 2022 | $0.12 | USD | ≈2.6% |
| Feb 10, 2022 | $0.12 | USD | ≈2.1% |
| Nov 4, 2021 | $0.12 | USD | ≈2.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-4.1%
Next Report
Oct 14, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 15, 2026 | $0.32 | $0.38 | -15.4% |
| March 31, 2026 | $0.60 | $0.57 | 4.9% | |
| Dec. 31, 2025 | $0.58 | $0.57 | 2.0% | |
| Sept. 30, 2025 | $0.57 | $0.53 | 6.7% | |
| June 30, 2025 | $0.41 | $0.49 | -15.8% | |
| March 31, 2025 | $0.44 | $0.47 | -7.0% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $20M | $3M | $1M | $2M | $3M | $1M | $1M | $1M | $1M | $1M | |
| Interest Income | $186M | $160M | $102M | $83M | $74M | $66M | $66M | $64M | $57M | $47M | $42M | $41M | |
| Pretax Income | $53M | $11M | $34M | $35M | $38M | $27M | $30M | $28M | $24M | $22M | $14M | $5M | |
| Income Tax | $14M | $3M | $8M | $8M | $10M | $7M | $9M | $7M | $10M | $7M | $3M | $-570.0K | |
| Net Income | $38M | $8M | $26M | $27M | $28M | $20M | $21M | $21M | $14M | $15M | $11M | $5M | |
| EPS (Basic) | $2.01 | $0.45 | $2.17 | $2.27 | $2.32 | $1.62 | $1.60 | $1.55 | $1.12 | $1.34 | $1.00 | $0.48 | |
| EPS (Diluted) | $2.00 | $0.45 | $2.17 | $2.27 | $2.31 | $1.62 | $1.59 | $1.54 | $1.10 | $1.33 | $1.00 | $0.48 | |
| Shares (Basic) | 18,996,714 | 17,077,017 | 11,728,858 | 11,715,376 | 12,237,424 | 12,534,078 | 13,415,118 | 13,699,823 | 12,472,095 | 11,331,166 | 10,931,927 | 10,919,235 | |
| Shares (Diluted) | 19,069,289 | 17,179,796 | 11,752,872 | 11,739,074 | 12,281,932 | 12,576,319 | 13,513,607 | 13,825,008 | 12,722,350 | 11,435,449 | 11,015,763 | 10,999,938 | |
| EBITDA | $3M | $2M | $891.0K | $755.0K | $897.0K | $881.0K | $2M | $2M | $1M | $1M | $1M | $1M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $119M | $120M | $54M | $31M | $163M | $70M | $53M | $32M | $100M | $39M | $95M | $77M | |
| PP&E (Net) | $24M | $24M | $14M | $8M | $8M | $8M | $8M | $8M | $9M | $9M | $9M | $10M | |
| PP&E (Gross) | $60M | $44M | $32M | $26M | $25M | $25M | $23M | $25M | $25M | $23M | $22M | $22M | |
| Accum. Depreciation | $37M | $20M | $18M | $18M | $17M | $17M | $16M | $16M | $15M | $14M | $13M | $12M | |
| Goodwill | $97M | $97M | $54M | $54M | $54M | $54M | $54M | $54M | $54M | $40M | $40M | $30M | |
| Intangibles | $8M | $9M | $0 | $68.0K | $522.0K | $1M | $2M | $3M | $3M | $1M | $1M | $1M | |
| Total Assets | $3.69B | $3.52B | $2.43B | $2.42B | $2.45B | $2.00B | $1.60B | $1.54B | $1.66B | $1.44B | $1.28B | $1.19B | |
| Short-term Debt | · | · | $80M | $46M | $0 | · | · | · | · | · | · | · | |
| Total Liabilities | $3.28B | $3.16B | $2.23B | $2.25B | $2.20B | $1.76B | $1.37B | $1.32B | $1.45B | $1.28B | $1.14B | $1.06B | |
| Long-term Debt | $70M | $70M | $70M | · | · | · | · | · | · | · | · | · | |
| Common Stock | $210M | $208M | $63M | $61M | $67M | $79M | $89M | $104M | $103M | $72M | $54M | $54M | |
| Retained Earnings | $239M | $210M | $211M | $194M | $173M | $151M | $136M | $120M | $103M | $93M | $80M | $71M | |
| AOCI | $-40M | $-55M | $-66M | $-81M | $8M | $15M | $3M | $-4M | $3M | $-516.0K | $4M | $5M | |
| Stockholders' Equity | $410M | $363M | $207M | $171M | $248M | $245M | $228M | $220M | $210M | $164M | $139M | $131M | |
| Liabilities + Equity | $3.69B | $3.52B | $2.43B | $2.42B | $2.45B | $2.00B | $1.60B | $1.54B | $1.66B | $1.44B | $1.28B | $1.19B | |
| Shares Outstanding | 0 | 18,974,647 | 11,818,039 | 11,735,291 | 11,916,651 | 12,509,848 | 13,052,407 | 13,754,965 | 13,696,722 | 12,143,815 | 10,996,773 | 10,980,440 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $2M | $891.0K | $755.0K | $897.0K | $881.0K | $2M | $2M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $1M | $879.0K | $858.0K | $776.0K | $562.0K | $470.0K | $555.0K | $482.0K | $384.0K | $284.0K | $238.0K | $173.0K | |
| Deferred Tax | $2M | $-867.0K | $110.0K | $224.0K | $1M | $-1M | $-589.0K | $-64.0K | $4M | $3M | $-933.0K | $-408.0K | |
| Amort. of Intangibles | $1M | $751.0K | $68.0K | $454.0K | $661.0K | $695.0K | $695.0K | $455.0K | $234.0K | $149.0K | $320.0K | $337.0K | |
| Other Non-cash | $1M | $12M | $457.0K | $-4M | $12M | $-4M | $-1M | $7M | $6M | $-6M | $6M | $11M | |
| Operating Cash Flow | $46M | $22M | $28M | $24M | $43M | $17M | $22M | $30M | $25M | $13M | $18M | $17M | |
| CapEx | $3M | $5M | $10M | $362.0K | $1M | $1M | $876.0K | $791.0K | $859.0K | $861.0K | $741.0K | $1M | |
| Investing Cash Flow | $-161M | $64M | $25M | $-197M | $-365M | $-373M | $-21M | $39M | $46M | $-68M | $-75M | $-85M | |
| Stock Repurchased | $151.0K | $38.0K | $1.0K | $7M | $14M | $11M | $16M | $894.0K | · | · | · | $0 | |
| Net Stock Activity | $-151.0K | $-38.0K | $-1.0K | $-7M | $-14M | $-11M | $-16M | $-894.0K | · | · | · | $0 | |
| Dividends Paid | $14M | $14M | $7M | $38M | $6M | $6M | $6M | $4M | $3M | $3M | $2M | $2M | |
| Financing Cash Flow | $113M | $-20M | $-29M | $41M | $415M | $373M | $20M | $-138M | $-10M | $-720.0K | $75M | $33M | |
| Taxes Paid | $8M | $3M | $8M | $8M | $8M | $5M | $9M | $3M | $5M | $6M | $2M | $1M | |
| Free Cash Flow | $44M | $17M | $18M | $24M | $42M | $15M | $21M | $29M | $24M | $12M | $17M | $16M | |
| Levered FCF | · | · | $3M | $21M | $41M | $14M | $19M | $28M | $24M | $11M | $16M | $15M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.0% | 6.6% | 28.5% | 31.5% | 34.8% | 26.0% | 27.8% | 29.1% | 20.9% | 27.5% | 21.9% | 11.0% | |
| Pretax Margin | 35.8% | 9.4% | 37.8% | 41.5% | 46.6% | 34.8% | 38.9% | 38.2% | 35.5% | 40.1% | 27.0% | 9.8% | |
| EBITDA Margin | 2.2% | 1.9% | 1.0% | 0.89% | 1.1% | 1.1% | 2.3% | 2.3% | 2.1% | 2.4% | 2.8% | 2.8% | |
| ROA | 1.1% | 0.26% | 1.1% | 1.1% | 1.3% | 1.1% | 1.4% | 1.3% | 0.90% | 1.1% | 0.89% | 0.45% | |
| ROE | 9.7% | 2.1% | 13.1% | 16.0% | 11.5% | 8.5% | 9.3% | 9.8% | 7.5% | 10.0% | 8.1% | 4.2% |
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 | 0.0 | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $21.37 | $19.11 | $17.52 | $14.88 | $20.80 | $19.59 | $17.48 | $15.98 | $15.30 | $13.51 | $12.67 | $11.93 | |
| Revenue / Share | $7.69 | $6.80 | $7.61 | $7.21 | $6.64 | $6.22 | $5.70 | $5.28 | $5.27 | $4.82 | $4.55 | $4.37 | |
| Cash Flow / Share | $2.42 | $1.29 | $2.37 | $2.06 | $3.49 | $1.35 | $1.61 | $2.16 | $1.98 | $1.14 | $1.59 | $1.56 | |
| Cash / Share | $6.21 | $6.35 | $4.55 | $2.66 | $13.72 | $5.62 | $4.03 | $2.31 | $7.33 | $3.18 | $8.60 | $7.04 | |
| Dividend / Share | $0.48 | $0.48 | $0.48 | $0.48 | $0.47 | $0.44 | $0.43 | $0.31 | $0.24 | $0.24 | $0.18 | $0.20 | |
| Dividend Paid / Share | $0.48 | $0.48 | $0.48 | $0.48 | $0.47 | $0.44 | $0.43 | $0.31 | $0.24 | $0.24 | $0.18 | $0.20 | |
| EPS (TTM) | $2.00 | $0.45 | $2.17 | $2.27 | $2.31 | $1.62 | $1.59 | $1.54 | $1.10 | $1.33 | $1.00 | $0.48 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 25.6% | 30.6% | 5.7% | 3.8% | 4.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 20.1% | 12.7% | 4.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 344.4% | -79.3% | -4.4% | -1.7% | 42.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -4.1% | -42.0% | 10.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 397.9% | -70.0% | -4.2% | -6.2% | 39.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 12.7% | -35.4% | 7.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 20.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $147M | $117M | $89M | $85M | $82M | $78M | $77M | $73M | $67M | $55M | $50M | $48M | |
| Net Income TTM | $38M | $8M | $26M | $27M | $28M | $20M | $21M | $21M | $14M | $15M | $11M | $5M | |
| Market Cap | $431M | $368M | $264M | $249M | $248M | $186M | $283M | $260M | $276M | $242M | $132M | $122M | |
| P/E | 11.2 | 43.0 | 10.3 | 9.3 | 9.0 | 9.2 | 13.6 | 12.3 | 18.3 | 15.0 | 12.0 | 23.1 | |
| P/S | 2.9 | 3.1 | 3.0 | 2.9 | 3.0 | 2.4 | 3.7 | 3.6 | 4.1 | 4.4 | 2.6 | 2.5 | |
| P/B | 1.1 | 1.0 | 1.3 | 1.4 | 1.0 | 0.8 | 1.2 | 1.2 | 1.3 | 1.5 | 0.9 | 0.9 | |
| P / Tangible Book | 1.4 | 1.4 | 1.7 | 2.1 | 1.3 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 9.3 | 16.6 | 9.5 | 10.3 | 5.8 | 11.0 | 13.0 | 8.7 | 11.0 | 18.6 | 7.6 | 7.1 | |
| P / FCF | 9.9 | 21.4 | 14.6 | 10.4 | 5.9 | 12.0 | 13.6 | 8.9 | 11.3 | 20.0 | 7.9 | 7.7 | |
| Dividend Yield | 3.3% | 3.8% | 2.6% | 15.3% | 2.3% | 3.0% | 2.1% | 1.7% | 1.1% | 1.1% | 1.5% | 1.8% | |
| Earnings Yield | 8.9% | 2.3% | 9.7% | 10.7% | 11.1% | 10.9% | 7.3% | 8.2% | 5.5% | 6.7% | 8.3% | 4.3% | |
| Payout Ratio | 37.2% | 182.6% | 27.3% | 142.6% | 20.3% | 27.2% | 27.1% | 20.1% | 21.5% | 17.9% | 18.1% | 41.4% | |
| Annual Payout | $14M | $14M | $7M | $38M | $6M | $6M | $6M | $4M | $3M | $3M | $2M | $2M |
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 | · | · | · | · | · | · | · | · | · | $7M | · | $6M | $6M | $3M | · | $828.0K | |
| Interest Income | $66M | $48M | $48M | $47M | $46M | $45M | $45M | $45M | $44M | $26M | $26M | $26M | $26M | $24M | $23M | $21M | |
| Pretax Income | $4M | $16M | $15M | $15M | $11M | $11M | $10M | $4M | $-8M | $5M | $8M | $8M | $8M | $9M | $10M | $8M | |
| Income Tax | $1M | $4M | $4M | $4M | $3M | $3M | $3M | $775.0K | $-2M | $1M | $2M | $2M | $2M | $2M | $3M | $2M | |
| Net Income | $3M | $11M | $11M | $11M | $8M | $8M | $7M | $3M | $-6M | $4M | $6M | $6M | $6M | $7M | $8M | $6M | |
| EPS (Basic) | $0.10 | $0.60 | $0.59 | $0.57 | $0.41 | $0.44 | $0.29 | $0.18 | $-0.33 | $0.31 | $0.49 | $0.54 | $0.54 | $0.60 | $0.65 | $0.55 | |
| EPS (Diluted) | $0.10 | $0.60 | $0.58 | $0.57 | $0.41 | $0.44 | $0.29 | $0.18 | $-0.33 | $0.31 | $0.50 | $0.54 | $0.54 | $0.59 | $0.65 | $0.55 | |
| Shares (Basic) | 27,051,374 | 19,060,177 | · | 19,019,990 | 18,987,217 | 18,933,830 | · | 18,843,606 | 18,814,020 | 11,750,528 | · | 11,742,334 | 11,723,127 | 11,703,813 | · | 11,678,532 | |
| Shares (Diluted) | 27,108,920 | 19,137,134 | · | 19,093,544 | 19,042,750 | 19,014,773 | · | 18,965,434 | 18,937,036 | 11,790,231 | · | 11,755,758 | 11,740,390 | 11,731,135 | · | 11,689,323 |
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 | $207M | $130M | $119M | $122M | $134M | $148M | $120M | $149M | $110M | $61M | · | $75M | $129M | $64M | · | $42M | |
| PP&E (Net) | $39M | $25M | $24M | $24M | $24M | $24M | $24M | $24M | $22M | $14M | · | $10M | $11M | $8M | · | $8M | |
| PP&E (Gross) | · | · | $60M | · | · | · | $44M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $37M | · | · | · | $20M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $155M | $97M | $97M | $97M | $97M | $97M | $97M | $96M | $96M | $54M | $54M | $54M | $54M | $54M | $54M | $54M | |
| Intangibles | $33M | $8M | $8M | $9M | $9M | $9M | $9M | $10M | $10M | · | · | · | · | · | · | $102.0K | |
| Total Assets | $5.03B | $3.70B | $3.69B | $3.61B | $3.58B | $3.55B | $3.52B | $3.53B | $3.48B | $2.42B | · | $2.44B | $2.49B | $2.46B | · | $2.43B | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | $67M | · | $0 | $0 | $0 | · | $25M | |
| Total Liabilities | $4.43B | $3.28B | $3.28B | $3.21B | $3.20B | $3.18B | $3.16B | $3.17B | $3.13B | $2.20B | · | $2.25B | $2.30B | $2.28B | · | $2.27B | |
| Long-term Debt | · | · | $70M | · | · | · | $70M | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | $67M | · | $0 | $0 | $0 | · | $25M | |
| Common Stock | $396M | $211M | $210M | $210M | $209M | $209M | $208M | $207M | $207M | $63M | · | $62M | $62M | $62M | · | $61M | |
| Retained Earnings | $248M | $248M | $239M | $230M | $222M | $216M | $210M | $205M | $204M | $213M | · | $206M | $201M | $196M | · | $188M | |
| AOCI | $-35M | $-40M | $-40M | $-42M | $-51M | $-53M | $-55M | $-49M | $-61M | $-64M | · | $-87M | $-76M | $-76M | · | $-91M | |
| Stockholders' Equity | $608M | $419M | $410M | $398M | $380M | $372M | $363M | $364M | $350M | $212M | $207M | $182M | $187M | $182M | $175M | $159M | |
| Liabilities + Equity | $5.03B | $3.70B | $3.69B | $3.61B | $3.58B | $3.55B | $3.52B | $3.53B | $3.48B | $2.42B | · | $2.44B | $2.49B | $2.46B | · | $2.43B | |
| Shares Outstanding | 0 | 0 | 19,163,452 | 19,138,677 | 19,130,508 | 19,061,009 | 18,974,647 | 18,945,593 | 18,939,531 | 11,831,994 | · | 11,814,883 | 11,812,425 | 11,754,938 | · | 11,732,011 |
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 | $305.0K | $278.0K | $283.0K | $275.0K | $309.0K | $291.0K | $258.0K | $253.0K | $187.0K | $181.0K | $169.0K | $170.0K | $379.0K | $361.0K | $173.0K | $422.0K | |
| Amort. of Intangibles | $2M | $251.0K | $250.0K | $251.0K | $250.0K | $251.0K | $250.0K | $251.0K | $250.0K | $0 | $0 | $0 | $34.0K | $34.0K | $35.0K | $139.0K | |
| Operating Cash Flow | $20M | $11M | $10M | $13M | $12M | $11M | $5M | $7M | $5M | $4M | $4M | $8M | $5M | $11M | $10M | $8M | |
| CapEx | $2M | $3M | $813.0K | $424.0K | $955.0K | $317.0K | $2M | $3M | $439.0K | $441.0K | $5M | $1M | $3M | $210.0K | $247.0K | $31.0K | |
| Investing Cash Flow | $72.0K | $-4M | $-82M | $-39M | $-40M | $804.0K | $-21M | $5M | $56M | $28M | $4M | $-9M | $36M | $-6M | $-287.0K | $-72M | |
| Stock Repurchased | $170.0K | $57.0K | $0 | $0 | $71.0K | $80.0K | $0 | $19.0K | $19.0K | $0 | $0 | $0 | $1.0K | $0 | $0 | $0 | |
| Net Stock Activity | · | $-57.0K | · | · | · | $-80.0K | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $3M | $2M | $7M | $2M | $2M | $2M | $8M | $2M | $2M | $1M | $3M | $1M | $1M | $1M | $34M | $1M | |
| Financing Cash Flow | $57M | $5M | $70M | $13M | $15M | $16M | $-13M | $28M | $-12M | $-25M | $-29M | $-53M | $23M | $29M | $-20M | $78M | |
| Net Change in Cash | $77M | $11M | · | $-13M | $-14M | $28M | · | $39M | $49M | $7M | · | $-54M | $64M | $33M | · | $14M | |
| Taxes Paid | $0 | $-377.0K | $3M | $3M | $3M | $0 | $192.0K | $0 | $2M | $0 | $1M | $1M | $5M | $0 | $3M | $700.0K | |
| Free Cash Flow | · | $8M | · | · | · | $11M | · | · | · | $4M | · | · | · | $10M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-1M | · | · | · | $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 | 5.5% | 29.6% | · | 28.7% | 22.0% | 23.8% | · | 10.8% | -20.6% | 17.8% | · | 28.9% | 28.8% | 30.1% | · | 29.5% | |
| Pretax Margin | 8.5% | 40.5% | · | 39.8% | 30.2% | 32.7% | · | 13.3% | -25.9% | 23.2% | · | 38.4% | 38.2% | 40.2% | · | 38.6% | |
| ROA | 0.06% | 0.32% | · | 0.30% | 0.22% | 0.28% | · | 0.11% | -0.21% | 0.15% | · | 0.26% | 0.26% | 0.29% | · | 0.27% | |
| ROE | 0.55% | 2.9% | · | 2.9% | 2.1% | 2.8% | · | 1.2% | -2.3% | 1.9% | · | 3.8% | 3.5% | 3.7% | · | 3.1% |
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 | · | 0.0 | 0.0 | 0.0 | · | 0.2 |
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 | · | · | · | $20.77 | $19.86 | $19.53 | · | $19.19 | $18.49 | $17.89 | · | $15.37 | $15.86 | $15.49 | · | $13.54 | |
| Revenue / Share | $1.81 | $2.03 | · | $1.99 | $1.87 | $1.83 | · | $1.65 | $1.61 | $1.76 | · | $1.88 | $1.86 | $1.97 | · | $1.85 | |
| Cash Flow / Share | · | $0.57 | · | · | · | $0.58 | · | · | · | $0.34 | · | · | · | $0.90 | · | · | |
| Cash / Share | · | · | · | $6.35 | $7.02 | $7.79 | · | $7.87 | $5.79 | $5.15 | · | $6.31 | $10.89 | $5.47 | · | $3.54 | |
| Dividend Paid / Share | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | |
| EPS (TTM) | $1.85 | $2.16 | · | $1.71 | $1.32 | $0.58 | · | $0.66 | $1.02 | $1.89 | · | $2.32 | $2.33 | $2.35 | · | $2.19 |
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 | $164M | $151M | · | $143M | $136M | $131M | · | $105M | $96M | $87M | · | $90M | $90M | $88M | · | $83M | |
| Net Income TTM | $36M | $41M | · | $34M | $26M | $12M | · | $7M | $10M | $22M | · | $27M | $27M | $28M | · | $26M | |
| Market Cap | $0 | $0 | · | $399M | $373M | $352M | · | $365M | $350M | $235M | · | $167M | $183M | $242M | · | $208M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $241M | · | $92M | $54M | $178M | · | $191M | |
| P/E | 14.5 | 10.8 | · | 12.2 | 14.8 | 31.9 | · | 29.2 | 18.1 | 10.5 | · | 6.1 | 6.6 | 8.8 | · | 8.1 | |
| P/S | 0.0 | 0.0 | · | 2.8 | 2.7 | 2.7 | · | 3.5 | 3.7 | 2.7 | · | 1.9 | 2.0 | 2.7 | · | 2.5 | |
| P/B | · | · | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.1 | · | 0.9 | 1.0 | 1.3 | · | 1.3 | |
| P / Tangible Book | 0.0 | 0.0 | · | 1.4 | 1.4 | 1.3 | · | 1.4 | 1.4 | 1.5 | · | 1.3 | 1.4 | 1.9 | · | 2.0 | |
| P / Cash Flow | · | 0.0 | · | · | · | 31.8 | · | · | · | 59.1 | · | · | · | 23.0 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 2.8 | · | 1.0 | 0.6 | 2.0 | · | 2.3 | |
| Dividend Yield | · | · | · | 3.7% | 4.0% | 4.2% | · | 2.4% | 2.2% | 3.0% | · | 22.8% | 20.8% | 15.7% | · | · | |
| Earnings Yield | 6.9% | 9.3% | · | 8.2% | 6.8% | 3.1% | · | 3.4% | 5.5% | 9.5% | · | 16.4% | 15.1% | 11.4% | · | 12.4% | |
| Payout Ratio | · | 20.0% | · | · | · | 27.5% | · | · | · | 38.6% | · | · | · | 20.2% | · | · | |
| Annual Payout | $15M | $14M | · | $15M | $15M | $15M | · | $9M | $8M | $7M | · | $38M | $38M | $38M | · | · |
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 |
|---|---|---|---|---|---|
| Net Income | $38M | $8M | $26M | $27M | $28M |
| Diluted EPS | $2.00 | $0.45 | $2.17 | $2.27 | $2.31 |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $44M | $17M | $18M | $24M | $42M |
Institutional owners (13F) 157 filers · $446.5M 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
157
Value held
$446.5M
New positions
38
Exited positions
10
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 38 (+6 vs prior Q) | 10 (-2 vs prior Q) | 73 (+28 vs prior Q) | 19 (-8 vs prior Q) | +4.8M |
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. | $64,109,636 | 2,386,807 | 14.36% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $33,980,096 | 1,265,092 | 7.61% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $30,515,834 | 1,136,107 | 6.83% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $28,892,147 | 1,075,657 | 6.47% | Shares |
| STATE STREET CORP | $21,908,386 | 815,651 | 4.91% | Shares |
| VANGUARD GROUP INC | $21,215,813 | 942,925 | 4.75% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $16,575,186 | 616,973 | 3.71% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $13,434,323 | 500,161 | 3.01% | Shares |
| Bridgewealth Advisory Group, LLC | $13,287,373 | 494,690 | 2.98% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $13,042,921 | 485,589 | 2.92% | Shares |
| AMERICAN CENTURY COMPANIES INC | $10,356,464 | 385,572 | 2.32% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9,090,794 | 338,451 | 2.04% | Shares |
| PL Capital Advisors, LLC | $8,851,740 | 329,551 | 1.98% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8,772,019 | 326,583 | 1.96% | Shares |
| FMR LLC | $7,953,981 | 296,127 | 1.78% | Shares |
| TWO SIGMA INVESTMENTS, LP | $7,707,558 | 286,953 | 1.73% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7,463,320 | 277,860 | 1.67% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $6,965,469 | 259,325 | 1.56% | Shares |
| BANC FUNDS CO LLC | $6,462,677 | 240,606 | 1.45% | Shares |
| CITADEL ADVISORS LLC | $5,950,323 | 221,531 | 1.33% | Shares |
| NORTHERN TRUST CORP | $5,630,044 | 209,607 | 1.26% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5,531,790 | 205,949 | 1.24% | Shares |
| FRANKLIN RESOURCES INC | $4,550,272 | 169,407 | 1.02% | Shares |
| Cutler Capital Management, LLC | $4,355,057 | 162,139 | 0.98% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $4,224,648 | 157,284 | 0.95% | Shares |
| GOLDMAN SACHS GROUP INC | $4,185,567 | 155,829 | 0.94% | Shares |
| Squarepoint Ops LLC | $4,038,589 | 150,357 | 0.90% | Shares |
| UBS Group AG | $3,503,913 | 130,451 | 0.78% | Shares |
| Siena Capital Partners GP, LLC | $3,414,336 | 127,116 | 0.76% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $2,896,368 | 107,832 | 0.65% | Shares |
| MARSHALL WACE, LLP | $2,735,718 | 101,851 | 0.61% | Shares |
| MORGAN STANLEY | $2,650,582 | 98,680 | 0.59% | Shares |
| Bank of New York Mellon Corp | $2,600,588 | 96,820 | 0.58% | Shares |
| PRUDENTIAL FINANCIAL INC | $2,568,219 | 95,615 | 0.58% | Shares |
| FIRST TRUST ADVISORS LP | $2,338,351 | 87,057 | 0.52% | Shares |
| CALDWELL SUTTER CAPITAL, INC. | $2,111,868 | 78,625 | 0.47% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $2,094,656 | 77,984 | 0.47% | Shares |
| Creative Planning | $1,925,191 | 71,675 | 0.43% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,873,942 | 69,767 | 0.42% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1,826,560 | 68,003 | 0.41% | Shares |
| BARCLAYS PLC | $1,801,662 | 67,076 | 0.40% | Shares |
| XTX Topco Ltd | $1,771,847 | 65,966 | 0.40% | Shares |
| ALLIANCEBERNSTEIN L.P. | $1,571,818 | 67,460 | 0.35% | Shares |
| ALGERT GLOBAL LLC | $1,492,127 | 55,552 | 0.33% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1,407,840 | 52,414 | 0.32% | Shares |
| Arbiter Partners Capital Management LLC | $1,398,439 | 52,064 | 0.31% | Shares |
| D. E. Shaw & Co., Inc. | $1,379,127 | 51,345 | 0.31% | Shares |
| SageView Advisory Group, LLC | $1,366,664 | 50,881 | 0.31% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $1,262,420 | 47,000 | 0.28% | Shares |
| Orion Porfolio Solutions, LLC | $1,161,868 | 43,256 | 0.26% | Shares |
Activists & 5%+ owners 6 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 |
|---|---|---|---|---|---|
| Patriot Financial Partners, L.P., Patriot Financial Partners Parallel, L.P., Patriot Financial Partners GP, L.P., Patriot Financial Partners GP, LLC, W. Kirk Wycoff, Ira M. Lubert, James J. Lynch ×5 filings | Sept. 22, 2014 | · | Initial filing | Passive investment | SEC |
| Louis C. McMurray ×2 filings | Feb. 6, 2009 | · | Initial filing | · | SEC |
| Steven D. McDonald | Feb. 6, 2009 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 7, 2002 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 22, 2002 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person | Jan. 2, 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 · 20 officers · 25 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| James J Kim | CEO and PRESIDENT | May 6, 2026 A | 58,849 | 1 | 0 | $22,488 |
| James M Ford | PRESIDENT & CEO | May 19, 2021 A | 55,173 | 0 | 0 | $0 |
| Gayle Graham | Senior Vice President/CFO | July 19, 2006 S | 0 | 0 | 0 | $0 |
| Shannon R Avrett | EXECUTIVE VICE PRESIDENT | Aug. 31, 2026 P | 20,092 | 4 | 0 | $11,373 |
| Dawn M Cagle | EXECUTIVE VICE PRESIDENT | Aug. 31, 2026 P | 13,632 | 4 | 0 | $17,814 |
| Jeffrey Michael Martin | EXECUTIVE VICE PRESIDENT | May 30, 2026 F | 22,472 | 2 | 0 | $5,693 |
| Hinson Michael Thomas | EXECUTIVE VICE PRESIDENT | May 6, 2026 A | 3,694 | 0 | 0 | $0 |
| Timothy Joseph Stronks | EXECUTIVE VICE PRESIDENT | May 6, 2026 A | 25,090 | 0 | 0 | $0 |
| Blaine Lauhon | EXECUTIVE VICE PRESIDENT | May 7, 2025 A | 22,998 | 0 | 0 | $0 |
| Patrick A Luis | EXECUTIVE VICE PRESIDENT | Feb. 28, 2025 F | 25,030 | 0 | 0 | $0 |
| Teresa Gilio | EXECUTIVE VICE PRESIDENT | Sept. 24, 2024 F | 13,324 | 0 | 0 | $0 |
| Anthony Kenneth Ramos | EXECUTIVE VICE PRESIDENT | June 15, 2024 F | 22,173 | 0 | 0 | $0 |
| William F Filippin | EXECUTIVE VICE PRESIDENT | May 30, 2024 A | 15,575 | 0 | 0 | $0 |
| Dawn P Crusinberry | EXECUTIVE VICE PRESIDENT | Jan. 18, 2023 A | 3,844 | 0 | 0 | $0 |
| David A Kinross | EXECUTIVE VICE PRESIDENT | Sept. 1, 2022 P | 26,245 | 0 | 0 | $0 |
| Patrick Carman | EXECUTIVE VICE PRESIDENT | Aug. 5, 2020 M | 23,221 | 0 | 0 | $0 |
| Gary D Quisenberry | EXECUTIVE VICE PRESIDENT | May 20, 2019 M | 54,660 | 0 | 0 | $0 |
| Lydia E Shaw | EXECUTIVE VICE PRESIDENT | Nov. 7, 2018 M | 21,660 | 0 | 0 | $0 |
| Thomas L Sommer | EXECUTIVE VICE PRESIDENT | July 20, 2015 J | 39,516 | 0 | 0 | $0 |
| Bryan R Hyzdu | Senior Vice President | Sept. 15, 2010 A | · | 0 | 0 | $0 |
| Kirk Stovesand | Director | Aug. 21, 2026 P | 82,844 | 4 | 0 | $30,601 |
| James W Lokey | Director | Aug. 21, 2026 P | 15,229 | 2 | 0 | $13,045 |
| Jagroop Gill | Director | Aug. 10, 2026 P | 588,067 | 2 | 0 | $124,428 |
| Steven D Mcdonald | Director | June 30, 2026 G | 308,365 | 0 | 0 | $0 |
| Dora Westerlund | Director | May 6, 2026 A | 13,908 | 0 | 0 | $0 |
| Andriana D Majarian | Director | May 6, 2026 A | 20,868 | 0 | 0 | $0 |
| Dorothea D Silva | Director | May 6, 2026 A | 12,310 | 2 | 0 | $3,893 |
| Robert J Flautt | Director | May 6, 2026 A | 33,833 | 0 | 0 | $0 |
| Frank T. Elliott IV | Director | May 6, 2026 A | 6,501 | 0 | 0 | $0 |
| Martin E Plourd | Director | May 6, 2026 A | 137,254 | 2 | 0 | $11,887 |
| Daniel J Doyle | Director | May 6, 2026 A | 99,997 | 0 | 0 | $0 |
| Robert Bartlein | Director | May 6, 2026 A | 442,696 | 0 | 0 | $0 |
| Suzanne Marie Chadwick | Director | May 7, 2025 A | 5,118 | 0 | 0 | $0 |
| Tom Dobyns | Director | May 7, 2025 A | 7,194 | 0 | 0 | $0 |
| William S Smittcamp | Director | May 7, 2025 A | 172,597 | 0 | 0 | $0 |
| Daniel N Cunningham | Director | May 7, 2025 A | 107,753 | 0 | 0 | $0 |
| Louis C Mcmurray | Director | Aug. 19, 2024 G | 600,826 | 0 | 0 | $0 |
| Karen Musson | Director | May 17, 2023 A | 8,358 | 0 | 0 | $0 |
| Gary D Gall | Director | May 17, 2023 A | 69,396 | 0 | 0 | $0 |
| Edwin S Darden JR | Director | Feb. 3, 2020 M | 147,116 | 0 | 0 | $0 |
| Joseph B Weirick | Director | Aug. 1, 2016 S | 42,765 | 0 | 0 | $0 |
| Sidney B Cox | Director | Nov. 4, 2015 S | 21,036 | 0 | 0 | $0 |
| Wanda L Rogers | Director | Dec. 17, 2008 A | · | 0 | 0 | $0 |
| Shirley G Wilburn | · | March 31, 2008 M | 15,310 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 27 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0.15% | 84,449 SH | Sept. 11, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.10% | 17,448 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.07% | 343 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 17,427 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 2,576 SH | Oct. 2, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.02% | 81,046 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.02% | 135,615 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.02% | 638,858 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 20,798 SH | Oct. 2, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 141,475 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 11,745 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 90,183 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 264,391 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,982 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 40,250 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.01% | 44,983 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 64,657 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 1,977 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 2,182 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 7,346 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 4,454 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 7,342 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 4,219 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 17 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 786,665 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,815 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 197,890 SH | Sept. 11, 2026 | Daily |
CWBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$30.00
+13.1%
2 18.2%
Strong Buy
6 54.5%
Buy
3 27.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
5 analysts · 2026-10-04Mean target $29.70 +11.9%
← Below all targets
Current price $26.53
Low$28.00
Mean$29.70
High$31.00
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 |
|---|---|---|---|---|---|---|
| CWBC | $431M | 11.2 | 25.6% | 26.0% | 9.7% | · |
| HTB | $742M | 11.5 | · | 30.2% | 11.2% | · |
| SHBI | $591M | 9.9 | -0.27% | 285.4% | 10.3% | · |
| RCBC | · | · | · | · | · | · |
| TCBX | $528M | 10.0 | 21.9% | 31.7% | 12.9% | · |
| WASH | $562M | 10.9 | 127.6% | 22.8% | 9.8% | · |
| BCAL | $605M | 9.7 | 41.0% | 35.0% | 11.2% | · |
| AROW | · | 11.8 | 17.6% | · | · | · |
| PFIS | $487M | 8.3 | 39.7% | 31.5% | 11.7% | · |
| MSBI | · | · | · | · | · | · |
| CARE | $434M | 14.2 | 4.7% | 154.4% | 7.6% | · |
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.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 10, 2026