EBC Eastern Bankshares, Inc. - Common Stock
NASDAQ · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$21.47
· of 52w range
· above low
· to high
$16.6252w low
$23.7852w high
Market Cap (MRQ)
$4.91B
P/E (TTM)
12.1
EPS (TTM)
$1.78
Revenue (TTM)
$146M
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52W Range
$17–$24
Analyst Rating
BUY
Price Target
$25
P/E
12.1
ROE
9.4%
Net Profit Margin
257.2%
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EBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$21.46
Market Cap (MRQ)
$4.91B
P/E (TTM)
12.1
EPS (TTM)
$1.78
Revenue (TTM)
$146M
Div Yield
2.1%
ROE (TTM)
9.4%
52W Range
$17–$24
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$134M2021-12-31 → 2025-12-31
EPS$0.432021-12-31 → 2025-12-31
Net margin257.2%2021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | EBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 12.15Y avg ≈23.3 | ≈23.3 | 12.5 | Fair value | |
| P/S (TTM) | 33.65Y avg ≈34.3 | ≈34.3 | 7.6 | Overvalued | |
| P/B (MRQ) | 1.15Y avg ≈1.0 | ≈1.0 | 1.2 | Fair value | |
| Price / Cash Flow | 11.55Y avg ≈11.5 | ≈11.5 | 10.4 | Fair value | |
| Price / Tangible Book | 1.65Y avg ≈1.4 | ≈1.4 | · | · | |
| PEG Ratio | ≈0.4 | · | · | · |
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 | EBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 35.0%5Y avg ≈20.9% | ≈20.9% | 7.0% | Top tier | |
| Pretax Margin (TTM) | 274.7%5Y avg ≈48.5% | ≈48.5% | 50.6% | Top tier | |
| Net Profit Margin (TTM) | 257.2%5Y avg ≈146.8% | ≈146.8% | 41.6% | Top tier | |
| ROA (TTM) | 1.3%5Y avg ≈0.69% | ≈0.69% | 1.5% | Weak | |
| ROE (TTM) | 9.4%5Y avg ≈5.6% | ≈5.6% | 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 | EBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 19.1%5Y avg ≈19.1% | ≈19.1% | · | · | |
| Revenue CAGR 3Y | 20.2%5Y avg ≈5.6% | ≈5.6% | · | · | |
| Revenue CAGR 5Y | -2.8% | · | · | · | |
| EPS YoY | -34.8%5Y avg ≈-9.0% | ≈-9.0% | · | · | |
| Net Income YoY | -26.2%5Y avg ≈-7.3% | ≈-7.3% | · | · | |
| EPS CAGR 3Y | -29.2%5Y avg ≈27.8% | ≈27.8% | · | · | |
| EPS CAGR 5Y | 27.0% | · | · | · | |
| Net Income CAGR 3Y | -23.8%5Y avg ≈28.3% | ≈28.3% | · | · | |
| Net Income CAGR 5Y | 31.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | EBC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Weak | |
| Revenue / Employee | ≈$59.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.1%
Payout Ratio119.8%
Annualized Payout≈$0.60
Growth Streak≈3
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 8, 2026 | $0.15 | USD | ≈2.6% |
| Jun 5, 2026 | $0.15 | USD | ≈2.7% |
| Mar 6, 2026 | $0.13 | USD | ≈2.7% |
| Dec 3, 2025 | $0.13 | USD | ≈2.7% |
| Sep 3, 2025 | $0.13 | USD | ≈2.9% |
| Jun 3, 2025 | $0.13 | USD | ≈3.2% |
| Mar 3, 2025 | $0.12 | USD | ≈2.6% |
| Dec 3, 2024 | $0.12 | USD | ≈2.5% |
| Sep 3, 2024 | $0.11 | USD | ≈2.6% |
| Jun 3, 2024 | $0.11 | USD | ≈3.2% |
| Feb 29, 2024 | $0.11 | USD | ≈3.3% |
| Nov 30, 2023 | $0.11 | USD | ≈3.4% |
| Aug 31, 2023 | $0.10 | USD | ≈3.0% |
| Jun 1, 2023 | $0.10 | USD | ≈3.5% |
| Mar 2, 2023 | $0.10 | USD | ≈2.6% |
| Dec 1, 2022 | $0.10 | USD | ≈2.1% |
| Sep 1, 2022 | $0.10 | USD | ≈2.0% |
| Jun 2, 2022 | $0.10 | USD | ≈1.9% |
| Mar 2, 2022 | $0.10 | USD | ≈1.6% |
| Dec 2, 2021 | $0.08 | USD | ≈1.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.06%
Next Report
Oct 21, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 22, 2026 | $0.49 | $0.47 | 5.0% |
| March 31, 2026 | $0.40 | $0.45 | -11.0% | |
| Dec. 31, 2025 | $0.44 | $0.42 | 5.1% | |
| Sept. 30, 2025 | $0.37 | $0.40 | -8.1% | |
| June 30, 2025 | $0.41 | $0.39 | 6.5% | |
| March 31, 2025 | $0.34 | $0.33 | 2.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $134M | $113M | $77M | $77M | $69M | $155M | $156M | $164M | |
| Interest Expense | · | · | $246M | $37M | $5M | $12M | $34M | $25M | |
| Interest Income | $1.16B | $947M | $796M | $605M | $435M | $413M | $445M | $415M | |
| Pretax Income | $100M | $156M | $-126M | $238M | $176M | $36M | $175M | $158M | |
| Income Tax | $11M | $36M | $-63M | $52M | $30M | $13M | $39M | $35M | |
| Net Income | $88M | $120M | $232M | $200M | $155M | $23M | $135M | $123M | |
| EPS (Basic) | $0.43 | $0.66 | $1.43 | $1.21 | $0.90 | $0.13 | $0.00 | $0.00 | |
| EPS (Diluted) | $0.43 | $0.66 | $1.43 | $1.21 | $0.90 | $0.13 | $0.00 | $0.00 | |
| Shares (Basic) | 203,174,651 | 181,126,320 | 162,293,020 | 165,510,357 | 172,192,336 | 171,812,535 | 0 | 0 | |
| Shares (Diluted) | 204,335,650 | 182,181,073 | 162,403,097 | 165,648,571 | 172,252,057 | 171,812,535 | · | · | |
| EBITDA | $47M | $27M | $12M | $15M | $14M | $16M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $317M | $1.01B | $693M | $170M | $1.23B | $2.05B | $363M | · | |
| Short-term Investments | $191M | $914M | $606M | $63M | $1.09B | $1.94B | $227M | · | |
| PP&E (Net) | $118M | $65M | $60M | $62M | $66M | $49M | $57M | · | |
| PP&E (Gross) | $226M | $152M | $156M | $155M | $174M | $156M | $158M | · | |
| Accum. Depreciation | $108M | $88M | $96M | $92M | $109M | $107M | $101M | · | |
| Goodwill | $1.12B | $915M | $558M | $558M | $558M | $369M | $369M | $369M | |
| Intangibles | $184M | $135M | $9M | $10M | $18M | $7M | $9M | · | |
| Total Assets | $30.59B | $25.56B | $21.13B | $22.65B | $23.51B | $15.96B | $11.63B | $11.38B | |
| Deferred Tax | $121M | $85M | $32M | $36M | $58M | $73M | $36M | · | |
| Total Liabilities | $26.25B | $21.95B | $18.16B | $20.18B | $20.11B | $12.54B | $10.03B | $9.95B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $0 | · | |
| Paid-in Capital | $2.62B | $2.24B | $1.67B | $1.65B | $1.84B | $1.85B | $0 | · | |
| Retained Earnings | $2.07B | $2.08B | $2.05B | $1.88B | $1.77B | $1.67B | $1.64B | · | |
| AOCI | $-227M | $-584M | $-608M | $-923M | $-57M | $54M | $-44M | $-76M | |
| Stockholders' Equity | $4.34B | $3.61B | $2.97B | $2.47B | $3.41B | $3.43B | $1.60B | $1.43B | |
| Liabilities + Equity | $30.59B | $25.56B | $21.13B | $22.65B | $23.51B | $15.96B | $11.63B | · | |
| Shares Outstanding | 235,646,558 | 213,909,472 | 176,426,993 | 176,172,073 | 186,305,332 | 186,758,154 | 0 | 0 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $47M | $27M | $12M | $12M | $12M | $16M | $19M | $20M | |
| Stock-based Comp | $17M | $19M | $16M | $11M | $0 | $0 | $0 | $0 | |
| Deferred Tax | $-14M | $36M | $-18M | $5M | $-6M | $-20M | $1M | $-5M | |
| Amort. of Intangibles | $34M | $15M | $2M | $1M | $219.0K | $3M | $4M | $4M | |
| Other Non-cash | $294M | $82M | $19M | $-1M | $1M | $49M | · | · | |
| Operating Cash Flow | $432M | $284M | $262M | $230M | $174M | $70M | $196M | $205M | |
| Investing Cash Flow | $-364M | $1.06B | $2.40B | $-1.08B | $-1.99B | $-2.39B | $-145M | $-647M | |
| Stock Issued | · | · | · | $0 | $0 | $1.79B | $0 | $0 | |
| Stock Repurchased | $107M | $28M | $0 | $202M | $23M | $0 | $0 | · | |
| Net Stock Activity | $-107M | $-28M | $0 | $-202M | $-23M | $1.79B | · | · | |
| Dividends Paid | $106M | $83M | $67M | $66M | $52M | $0 | $0 | · | |
| Financing Cash Flow | $-758M | $-1.03B | $-2.14B | $-216M | $989M | $4.01B | $52M | $391M | |
| Net Change in Cash | $-690M | $314M | $524M | $-1.06B | $-822M | $1.69B | $103M | $-51M | |
| Taxes Paid | $-3M | $19M | $66M | · | · | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 65.8% | 106.2% | 302.1% | 113.1% | 94.2% | 14.7% | · | · | |
| Pretax Margin | 74.2% | 138.3% | -163.9% | 145.4% | 114.9% | 23.2% | · | · | |
| EBITDA Margin | 35.0% | 24.0% | 16.0% | 8.5% | 8.8% | 10.2% | · | · | |
| ROA | 0.31% | 0.51% | 1.1% | 0.89% | 0.75% | 0.14% | · | · | |
| ROE | 2.2% | 3.3% | 8.6% | 8.2% | 4.5% | 0.88% | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $18.42 | $16.89 | $16.86 | $14.03 | $18.28 | $18.36 | · | · | |
| Revenue / Share | $0.66 | $0.62 | $0.47 | $1.07 | $0.95 | $0.90 | · | · | |
| Cash Flow / Share | $2.12 | $1.56 | $1.61 | $1.39 | $1.01 | $0.41 | · | · | |
| Cash / Share | $1.34 | $4.71 | $3.93 | $0.96 | $6.61 | $11.00 | · | · | |
| Dividend / Share | $0.51 | $0.45 | $0.41 | $0.40 | $0.07 | · | · | · | |
| Dividend Paid / Share | · | · | · | · | $0.07 | · | · | · | |
| EPS (TTM) | $0.43 | $0.66 | $1.43 | $1.21 | $0.90 | $0.13 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.1% | 46.5% | -0.56% | 11.3% | -55.1% | · | · | · | |
| Revenue CAGR 3Y | 20.2% | 17.5% | -20.8% | · | · | · | · | · | |
| Revenue CAGR 5Y | -2.8% | · | · | · | · | · | · | · | |
| EPS YoY | -34.8% | -53.8% | 18.2% | 34.4% | 592.3% | · | · | · | |
| EPS CAGR 3Y | -29.2% | -9.8% | 122.4% | · | · | · | · | · | |
| EPS CAGR 5Y | 27.0% | · | · | · | · | · | · | · | |
| Net Income YoY | -26.2% | -48.5% | 16.2% | 29.2% | 580.2% | · | · | · | |
| Net Income CAGR 3Y | -23.8% | -8.2% | 117.0% | · | · | · | · | · | |
| Net Income CAGR 5Y | 31.1% | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $134M | $113M | $77M | $77M | $69M | $155M | · | · | |
| Net Income TTM | $88M | $120M | $232M | $200M | $155M | $23M | · | · | |
| Market Cap | $4.34B | $3.69B | $2.51B | $3.04B | $3.76B | $3.05B | · | · | |
| P/E | 42.9 | 26.1 | 9.9 | 14.3 | 22.4 | 125.5 | · | · | |
| P/S | 32.4 | 32.8 | 32.6 | 39.3 | 54.1 | 19.7 | · | · | |
| P/B | 1.0 | 1.0 | 0.8 | 1.2 | 1.1 | 0.9 | · | · | |
| P / Tangible Book | 1.4 | 1.4 | 1.0 | 1.6 | 1.3 | 1.0 | · | · | |
| P / Cash Flow | 10.0 | 13.0 | 9.6 | 13.2 | 21.5 | 43.6 | · | · | |
| Dividend Yield | 2.4% | 2.2% | 2.7% | 2.2% | 1.4% | 0.00% | · | · | |
| Earnings Yield | 2.3% | 3.8% | 10.1% | 7.0% | 4.5% | 0.80% | · | · | |
| Payout Ratio | 119.8% | 69.0% | 28.7% | 33.0% | 33.3% | · | · | · | |
| Annual Payout | $106M | $83M | $67M | $66M | $52M | $0 | · | · |
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 | $39M | $37M | $37M | $33M | $33M | $31M | $33M | $30M | $29M | $20M | $20M | $20M | $20M | $18M | $-35M | $19M | |
| Interest Expense | · | · | · | · | · | · | · | $96M | $79M | $73M | · | $65M | $60M | $51M | · | $6M | |
| Interest Income | $350M | $340M | $336M | $283M | $279M | $266M | $271M | $266M | $207M | $203M | $204M | $202M | $202M | $189M | $175M | $158M | |
| Pretax Income | $135M | $84M | $89M | $94M | $100M | $-184M | $72M | $-3M | $38M | $49M | $34M | $47M | $60M | $-267M | $35M | $69M | |
| Income Tax | $30M | $19M | $-10M | $-12M | $87.0K | $34M | $11M | $3M | $12M | $10M | $2M | $-16M | $16M | $-65M | $4M | $17M | |
| Net Income | $105M | $65M | $100M | $106M | $100M | $-218M | $61M | $-6M | $26M | $39M | $319M | $59M | $49M | $-194M | $42M | $55M | |
| EPS (Basic) | $0.48 | $0.29 | $0.49 | $0.53 | $0.50 | $-1.09 | $0.29 | $-0.03 | $0.16 | $0.24 | $1.97 | $0.36 | $0.30 | $-1.20 | $0.27 | $0.33 | |
| EPS (Diluted) | $0.48 | $0.29 | $0.48 | $0.53 | $0.50 | $-1.08 | $0.29 | $-0.03 | $0.16 | $0.24 | $1.97 | $0.36 | $0.30 | $-1.20 | $0.27 | $0.33 | |
| Shares (Basic) | 218,269,623 | 222,142,991 | · | 198,726,113 | 198,531,054 | 200,020,707 | · | 196,700,222 | 163,145,255 | 162,863,540 | · | 162,370,469 | 162,232,236 | 161,991,373 | · | 163,718,962 | |
| Shares (Diluted) | 219,244,234 | 223,384,587 | · | 199,478,940 | 198,992,111 | 201,415,845 | · | 197,706,644 | 163,499,296 | 163,188,410 | · | 162,469,887 | 162,246,675 | 162,059,431 | · | 164,029,649 | |
| EBITDA | · | $16M | · | · | · | $10M | · | · | · | $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 | $256M | $332M | $317M | $410M | $554M | $369M | $1.01B | $889M | $751M | $739M | · | $609M | $874M | $2.14B | · | $158M | |
| Short-term Investments | $81M | $220M | $191M | $293M | $395M | $240M | $914M | $791M | $678M | $668M | · | $536M | $768M | $2.04B | · | $56M | |
| PP&E (Net) | · | · | $118M | · | · | · | $65M | $79M | $61M | $60M | · | $59M | $60M | $61M | · | $63M | |
| PP&E (Gross) | · | · | $226M | · | · | · | $152M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $108M | · | · | · | $88M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | $1.12B | · | · | · | $915M | $915M | · | · | $558M | $558M | $640M | $640M | $558M | $640M | |
| Intangibles | · | · | $184M | · | · | · | $135M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $31.14B | $30.63B | $30.59B | $25.46B | $25.46B | $24.99B | $25.56B | $25.51B | $21.04B | $21.17B | · | $21.15B | $21.58B | $22.72B | · | $22.04B | |
| Deferred Tax | · | · | $121M | · | · | · | $85M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $26.86B | $26.35B | $26.25B | $21.65B | $21.77B | $21.40B | $21.95B | $21.84B | $18.08B | $18.22B | · | $18.70B | $19.06B | $20.14B | · | $19.63B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Paid-in Capital | $2.48B | $2.55B | $2.62B | $2.19B | $2.19B | $2.19B | $2.24B | $2.25B | $1.67B | $1.67B | · | $1.66B | $1.66B | $1.65B | · | $1.68B | |
| Retained Earnings | $2.18B | $2.10B | $2.07B | $2.00B | $1.92B | $1.84B | $2.08B | $2.05B | $2.08B | $2.07B | · | $1.75B | $1.70B | $1.67B | · | $1.86B | |
| AOCI | $-258M | $-248M | $-227M | $-264M | $-300M | $-324M | $-584M | $-496M | $-654M | $-655M | · | $-830M | $-701M | $-610M | · | $-979M | |
| Stockholders' Equity | $4.28B | $4.29B | $4.34B | $3.81B | $3.68B | $3.58B | $3.61B | $3.67B | $2.97B | $2.95B | $2.97B | $2.45B | $2.53B | $2.58B | $2.47B | $2.42B | |
| Liabilities + Equity | $31.14B | $30.63B | $30.59B | $25.46B | $25.46B | $24.99B | $25.56B | $25.51B | $21.04B | $21.17B | · | $21.15B | $21.58B | $22.72B | · | $22.04B | |
| Shares Outstanding | 228,858,364 | 232,292,219 | 235,646,558 | 211,516,105 | 211,463,296 | 211,560,177 | 213,909,472 | 214,802,602 | 176,687,829 | 176,631,477 | 176,426,993 | 176,376,675 | 176,376,675 | 176,328,426 | 176,172,073 | 177,772,553 |
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 | $15M | $11M | $11M | $10M | $10M | $10M | $3M | $3M | $3M | $2M | $2M | $3M | $3M | $2M | |
| Stock-based Comp | $4M | $4M | $4M | $4M | $4M | $5M | $6M | $6M | $4M | $4M | $5M | $4M | $5M | $3M | $2M | $4M | |
| Deferred Tax | $16M | $7M | $13M | $15M | $24M | $-65M | $17M | $9M | $-742.0K | $11M | $78M | $-20M | $-4M | $-74M | $-7M | $-3M | |
| Amort. of Intangibles | $12M | $12M | $11M | $8M | $8M | $8M | $7M | $6M | $504.0K | $504.0K | $505.0K | $504.0K | $504.0K | $291.0K | $-835.0K | $299.0K | |
| Other Non-cash | · | $-102M | · | · | · | $315M | · | · | · | $-24M | · | · | · | $361M | · | · | |
| Operating Cash Flow | $155M | $-9M | $104M | $157M | $124M | $47M | $89M | $108M | $54M | $33M | $53M | $36M | $72M | $101M | $3M | $61M | |
| Investing Cash Flow | $-620M | $-13M | $204M | $-163M | $-324M | $-81M | $-30M | $1.02B | $108M | $-44M | $545M | $109M | $-172M | $1.92B | $-504M | $-175M | |
| Stock Repurchased | $74M | $73M | $55M | $0 | $5M | $46M | $15M | $13M | $0 | $0 | $0 | $0 | $0 | $0 | $31M | $29M | |
| Net Stock Activity | · | $-73M | · | · | · | $-46M | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $33M | $29M | $29M | $26M | $26M | $24M | $24M | $22M | $18M | $18M | $18M | $16M | $16M | $16M | $16M | $16M | |
| Financing Cash Flow | $390M | $37M | $-402M | $-138M | $385M | $-604M | $59M | $-994M | $-151M | $57M | $-513M | $-409M | $-1.16B | $-52M | $512M | $-96M | |
| Net Change in Cash | $-75M | $15M | $-94M | $-143M | $185M | $-638M | $117M | $139M | $12M | $46M | $84M | $-265M | $-1.26B | $1.97B | $11M | $-210M | |
| Taxes Paid | $-13M | $1M | $-958.0K | $-881.0K | $-2M | $1M | $-482.0K | $-303.0K | · | · | · | · | · | · | · | · |
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 | 272.2% | 175.7% | · | 321.9% | 308.2% | -699.2% | · | -20.5% | 91.2% | 189.2% | · | 302.0% | 102.6% | -394.5% | · | 129.5% | |
| Pretax Margin | 348.8% | 225.6% | · | 285.0% | 308.4% | -590.9% | · | -11.1% | 131.6% | 239.6% | · | 241.6% | 139.8% | -521.0% | · | 170.7% | |
| EBITDA Margin | · | 42.0% | · | · | · | 33.7% | · | · | · | 16.3% | · | · | · | 7.6% | · | · | |
| ROA | 0.37% | 0.23% | · | 0.42% | 0.43% | -0.94% | · | -0.03% | 0.12% | 0.18% | · | 0.27% | 0.22% | -0.85% | · | 0.28% | |
| ROE | 2.6% | 1.7% | · | 2.8% | 3.0% | -6.7% | · | -0.20% | 0.96% | 1.4% | · | 2.4% | 1.9% | -7.0% | · | 1.9% |
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 | $18.72 | $18.45 | · | $17.99 | $17.42 | $16.94 | · | $17.09 | $16.80 | $16.72 | · | $13.87 | $14.33 | $14.63 | · | $13.59 | |
| Revenue / Share | $0.18 | $0.17 | · | $0.17 | $0.16 | $0.15 | · | $0.15 | $0.18 | $0.13 | · | $0.12 | $0.29 | $0.30 | · | $0.26 | |
| Cash Flow / Share | · | $-0.04 | · | · | · | $0.23 | · | · | · | $0.20 | · | · | · | $0.62 | · | · | |
| Cash / Share | $1.12 | $1.43 | · | $1.94 | $2.62 | $1.74 | · | $4.14 | $4.25 | $4.18 | · | $3.45 | $4.95 | $12.12 | · | $0.89 | |
| Dividend / Share | $0.15 | $0.13 | $0.13 | $0.13 | $0.13 | $0.12 | $0.12 | $0.11 | $0.11 | $0.11 | $0.11 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | |
| EPS (TTM) | $1.78 | $1.80 | · | $0.24 | $-0.32 | $-0.66 | · | $2.34 | $2.73 | $2.87 | · | $-0.27 | $-0.30 | $-0.29 | · | $1.14 |
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 | $146M | $140M | · | $130M | $127M | $123M | · | $99M | $89M | $80M | · | $22M | $21M | $46M | · | $58M | |
| Net Income TTM | $376M | $371M | · | $49M | $-63M | $-137M | · | $377M | $443M | $465M | · | $-44M | $-48M | $-46M | · | $193M | |
| Market Cap | $5.09B | $4.54B | · | $3.84B | $3.23B | $3.47B | · | $3.52B | $2.47B | $2.43B | · | $2.21B | $2.16B | $2.23B | · | $3.49B | |
| P/E | 12.5 | 10.9 | · | 75.6 | -47.7 | -24.8 | · | 7.0 | 5.1 | 4.8 | · | -46.4 | -40.9 | -43.5 | · | 17.2 | |
| P/S | 34.8 | 32.4 | · | 29.6 | 25.4 | 28.1 | · | 35.5 | 27.8 | 30.6 | · | 100.9 | 103.8 | 48.1 | · | 60.4 | |
| P/B | 1.2 | 1.1 | · | 1.0 | 0.9 | 1.0 | · | 1.0 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 1.4 | |
| P / Tangible Book | 1.2 | 1.1 | · | 1.0 | 0.9 | 1.0 | · | 1.3 | 0.8 | 0.8 | · | 1.2 | 1.1 | 1.1 | · | 2.0 | |
| P / Cash Flow | · | -479.6 | · | · | · | 73.3 | · | · | · | 74.7 | · | · | · | 22.1 | · | · | |
| Dividend Yield | 2.3% | 2.4% | · | 2.6% | 3.0% | 2.6% | · | 2.2% | 2.8% | 2.8% | · | 2.9% | 3.0% | 2.9% | · | 1.8% | |
| Earnings Yield | 8.0% | 9.2% | · | 1.3% | -2.1% | -4.0% | · | 14.3% | 19.5% | 20.8% | · | -2.1% | -2.4% | -2.3% | · | 5.8% | |
| Payout Ratio | · | 44.1% | · | · | · | -11.1% | · | · | · | 46.3% | · | 27.4% | 33.5% | -8.3% | · | 29.8% | |
| Annual Payout | $117M | $110M | · | $100M | $97M | $89M | · | $76M | $70M | $68M | · | $65M | $65M | $65M | · | $63M |
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 | 2022-06-30 |
|---|---|---|---|---|---|
| Revenue | $134M | $113M | $77M | $77M | · |
| Net Income | $88M | $120M | $232M | $200M | · |
| Diluted EPS | $0.43 | $0.66 | $1.43 | $1.21 | · |
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) 346 filers · $4.4B 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
346
Value held
$4.4B
New positions
71
Exited positions
38
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 71 (+19 vs prior Q) | 38 (+12 vs prior Q) | 108 (+15 vs prior Q) | 78 (-22 vs prior Q) | +24.2M |
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. | $498,671,565 | 22,422,283 | 11.36% | Shares |
| VANGUARD GROUP INC | $403,138,373 | 21,874,030 | 9.18% | Shares |
| FMR LLC | $357,066,727 | 16,055,159 | 8.13% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $292,159,207 | 13,136,655 | 6.66% | Shares |
| STATE STREET CORP | $269,652,372 | 12,124,657 | 6.14% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $210,294,459 | 9,455,830 | 4.79% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $209,314,362 | 9,411,617 | 4.77% | Shares |
| GOLDMAN SACHS GROUP INC | $166,966,954 | 7,507,507 | 3.80% | Shares |
| HoldCo Asset Management, LP | $164,192,849 | 7,382,772 | 3.74% | Shares |
| JENNISON ASSOCIATES LLC | $144,876,989 | 6,514,253 | 3.30% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $128,826,477 | 5,791,627 | 2.93% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $126,330,717 | 5,680,338 | 2.88% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81,404,783 | 3,660,287 | 1.85% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $64,897,000 | 2,918,045 | 1.48% | Shares |
| JPMORGAN CHASE & CO | $57,534,592 | 2,597,403 | 1.31% | Shares |
| NORTHERN TRUST CORP | $54,962,070 | 2,471,316 | 1.25% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $51,864,172 | 2,332,022 | 1.18% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47,891,260 | 2,153,384 | 1.09% | Shares |
| NORGES BANK | $44,358,636 | 1,994,543 | 1.01% | Shares |
| MORGAN STANLEY | $43,353,749 | 1,949,358 | 0.99% | Shares |
| BROWN ADVISORY INC | $42,334,447 | 1,903,527 | 0.96% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $40,875,318 | 1,837,919 | 0.93% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $40,478,401 | 1,820,072 | 0.92% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $39,390,887 | 1,771,172 | 0.90% | Shares |
| BANK OF AMERICA CORP /DE/ | $38,187,739 | 1,717,075 | 0.87% | Shares |
| Bank of New York Mellon Corp | $37,478,921 | 1,685,203 | 0.85% | Shares |
| Nuveen, LLC | $36,169,424 | 1,626,323 | 0.82% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $34,427,364 | 1,547,993 | 0.78% | Shares |
| FIRST TRUST ADVISORS LP | $32,943,289 | 1,481,263 | 0.75% | Shares |
| EASTERN BANK | $32,739,994 | 1,472,122 | 0.75% | Shares |
| UBS Group AG | $31,722,491 | 1,426,371 | 0.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $31,380,106 | 1,410,976 | 0.71% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28,708,059 | 1,290,830 | 0.65% | Shares |
| Impax Asset Management Group plc | $28,356,000 | 1,275,000 | 0.65% | Shares |
| Public Sector Pension Investment Board | $25,646,412 | 1,153,166 | 0.58% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $22,860,674 | 1,027,908 | 0.52% | Shares |
| Bridgewater Associates, LP | $20,567,663 | 924,805 | 0.47% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $13,791,024 | 620,100 | 0.31% | Shares |
| Invesco Ltd. | $13,027,948 | 585,789 | 0.30% | Shares |
| BARCLAYS PLC | $12,197,551 | 548,451 | 0.28% | Shares |
| RHUMBLINE ADVISERS | $11,852,438 | 532,934 | 0.27% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11,167,149 | 502,120 | 0.25% | Shares |
| Freestone Grove Partners LP | $11,038,157 | 496,320 | 0.25% | Shares |
| AMERIPRISE FINANCIAL INC | $10,762,014 | 483,903 | 0.25% | Shares |
| Legal & General Group Plc | $10,713,809 | 481,736 | 0.24% | Shares |
| AMERICAN CENTURY COMPANIES INC | $9,591,578 | 431,276 | 0.22% | Shares |
| Swiss National Bank | $9,395,599 | 422,464 | 0.21% | Shares |
| Cerity Partners LLC | $8,799,062 | 395,642 | 0.20% | Shares |
| RAFFLES ASSOCIATES LP | $8,335,285 | 374,788 | 0.19% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8,053,360 | 411,726 | 0.18% | Shares |
Company insiders 39 insiders · 20 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Denis K Sheahan | Chief Executive Officer | Sept. 3, 2026 M | 4,445 | 0 | 1 | $-14 |
| Timothy Joseph Lodge | CEO, Eastern Insurance Group | March 1, 2023 A | 5,031 | 0 | 0 | $0 |
| John Francis Koegel | CEO, Eastern Insurance Group | Oct. 14, 2020 P | 14,000 | 0 | 0 | $0 |
| David R Rosato | Chief Financial Officer | Sept. 3, 2026 M | 18,734 | 4 | 0 | $527,700 |
| James Burke Fitzgerald | Chief Financial Officer | March 1, 2024 A | 154,954 | 0 | 0 | $0 |
| Quincy Lee Miller | President | March 3, 2026 M | 66,538 | 0 | 0 | $0 |
| Kathleen Cloherty Henry | Executive VP, General Counsel | Sept. 2, 2026 S | 43,146 | 0 | 1 | $-303,520 |
| Steven Louis Antonakes | Executive VP | Sept. 1, 2026 S | 61,790 | 0 | 1 | $-296,325 |
| Donald Michael Westermann | Chief Information Officer | Sept. 1, 2026 S | 0 | 0 | 3 | $-1,147,015 |
| Robert Francis Rivers | Executive Chair | March 3, 2026 M | 458,282 | 1 | 0 | $860,500 |
| David Andrew Ahlquist | SVP, Chief Accounting Officer | March 3, 2026 M | 12,972 | 0 | 1 | $-216,500 |
| Nancy Huntington Stager | Executive VP | Dec. 1, 2023 S | 493 | 0 | 0 | $0 |
| Gregory Paul Buscone | EVP Chief Commercial Banking Offficer | Aug. 17, 2023 S | 12,070 | 0 | 0 | $0 |
| Sujata Yadav | EVP, Chief Marketing Officer | March 1, 2023 A | 11,699 | 0 | 0 | $0 |
| Matthew Adam Osborne | EVP, Sr. Commercial Banking Officer Exhibit 24.1 Power of Attorney | March 1, 2023 A | 11,510 | 0 | 0 | $0 |
| Daniel J Sullivan | Chief Credit Officer | March 1, 2023 A | 41,518 | 0 | 0 | $0 |
| Barbara Jane Heinemann | Executive VP | March 1, 2023 A | 26,531 | 0 | 0 | $0 |
| Martha A Dean | EVP, Dir. of Operations | March 1, 2023 A | 3,099 | 0 | 0 | $0 |
| Paul Garvin Alexander | Chief Mkt & Comms Officer | Oct. 14, 2020 P | 25,000 | 0 | 0 | $0 |
| Jan Allan Miller | Chief Cml Banking Officer | Oct. 14, 2020 P | 100,000 | 0 | 0 | $0 |
| Richard Corey Bane | Director | Sept. 14, 2026 S | 198,498 | 0 | 1 | $-87,120 |
| Joseph F Casey | Director | Aug. 25, 2026 S | 60,301 | 0 | 6 | $-7,104,475 |
| Luis Borgen | Director | July 6, 2026 S | 20,475 | 0 | 4 | $-249,091 |
| Linda Marie Williams | Director | May 18, 2026 A | 12,751 | 0 | 0 | $0 |
| Richard Edward Holbrook | Director | May 18, 2026 A | 278,998 | 0 | 0 | $0 |
| Markell Peter Kenneth | Director | May 18, 2026 A | 182,498 | 0 | 0 | $0 |
| Bari A Harlam | Director | May 18, 2026 A | 81,967 | 0 | 0 | $0 |
| Marisa Harney | Director | May 18, 2026 A | 12,751 | 0 | 0 | $0 |
| Cathleen Agnes Schmidt | Director | May 18, 2026 A | 13,011 | 0 | 0 | $0 |
| Leon Aghababai Palandjian | Director | May 18, 2026 A | 99,561 | 0 | 0 | $0 |
| Michael James Sullivan | Director | May 18, 2026 A | 132,206 | 0 | 0 | $0 |
| Diane Hessan | Director | May 18, 2026 A | 122,498 | 0 | 0 | $0 |
| Andargachew S Zelleke | Director | May 18, 2026 A | 13,595 | 0 | 0 | $0 |
| Deborah C Jackson | Director | May 18, 2026 A | 75,339 | 0 | 0 | $0 |
| Joseph Chung | Director | May 18, 2026 A | 132,498 | 0 | 0 | $0 |
| Paul Martin Connolly | Director | May 13, 2024 A | 86,943 | 0 | 0 | $0 |
| Paul Davis Spiess | Director | May 13, 2024 A | 124,443 | 0 | 0 | $0 |
| Greg Allen Shell Sr. | Director | Dec. 2, 2022 D | 118,419 | 0 | 0 | $0 |
| Antonio Lopez | · | Oct. 14, 2020 P | 2,500 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 56 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 … | 1.04% | 13,516 SH | Oct. 2, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.89% | 166,102 NS | July 31, 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0.87% | 1,184,327 SH | Oct. 2, 2026 | Daily |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.70% | 77,047 SH | Oct. 2, 2026 | Daily |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.66% | 165,084 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.51% | 335,605 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.51% | 451,232 SH | Aug. 19, 2026 | Daily |
| ESSC · Strategy Shares | 0.43% | 6,750 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.31% | 192,147 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.31% | 1,107,153 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.31% | 185,255 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.29% | 32,462 SH | Oct. 2, 2026 | Daily |
| RZV · Invesco Exchange-Traded Fund Trust | 0.27% | 35,111 SH | Oct. 2, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.26% | 743,353 SH | Aug. 19, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.24% | 95,354 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.22% | 8,181 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.20% | 49,567 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.19% | 238,770 SH | Oct. 2, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 55,614 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.16% | 105,508 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.15% | 19,301 SH | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.15% | 5,405,970 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.15% | 1,268,309 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.12% | 781,242 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.10% | 3,028,765 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.10% | 37,161 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.09% | 87,177 SH | Oct. 2, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.09% | 465 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.06% | 4,772,041 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.06% | 375,067 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.06% | 72,480 SH | Sept. 11, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.05% | 56,116 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.05% | 12,378 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 2,438,249 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.05% | 342,522 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.04% | 42,270 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.04% | 13,034 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 519,664 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 862,768 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.02% | 23,912 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 15,207 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 54,486 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 6,602,003 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 18,072 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 48,634 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 64,014 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 294,605 SH | Sept. 10, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 60,731 SH | Sept. 9, 2026 | Daily |
| DIVB · iShares Trust | 0.01% | 4,670 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.00% | 16,250 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 156,141 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 8,048,560 SH | Sept. 8, 2026 | Daily |
| IJS · iShares Trust | · | 974,965 SH | Aug. 31, 2026 | Daily |
| IWN · iShares Trust | · | 1,889,714 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 9,058 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 44,724 SH | Sept. 11, 2026 | Daily |
EBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
BUY
Median target
$25.50
+18.8%
1 8.3%
Strong Buy
8 66.7%
Buy
3 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
8 analysts · 2026-10-03Mean target $25.12 +17.1%
← Below all targets
Current price $21.46
Low$22.00
Mean$25.12
High$27.00
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 |
|---|---|---|---|---|---|---|
| EBC | $4.34B | 42.9 | 19.1% | 65.8% | 2.2% | · |
| ASB | $4.28B | 9.3 | -11.1% | 31.9% | 9.7% | · |
| ABCB | · | 12.4 | 5.7% | 34.1% | 10.3% | · |
| OZK | · | · | · | · | · | · |
| AX | $5.53B | 11.5 | 23.5% | 603.5% | 16.1% | · |
| FLG | $5.24B | -25.2 | · | -8.6% | -2.2% | · |
| TFSL | $3.70B | 41.2 | 6.0% | 28.3% | 4.8% | · |
| FFIN | $4.28B | 16.9 | 14.7% | 40.2% | 13.9% | · |
| SFBS | $3.92B | 14.2 | 16.8% | 49.2% | 16.0% | · |
| FULT | · | · | · | · | · | · |
| IBOC | · | 10.0 | 1.0% | 49.0% | 13.1% | · |
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Source: SEC 10-Q filed Aug 7, 2026