FFBC First Financial Bancorp. - Common Stock
$33.67
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$23–$36
80% of range
Analyst Rating
BUY
13 analysts
Price Target
$38
+12% upside
P/E (TTM)
9.4
ROE
9.6%
Net Profit Margin
28.4%
About First Financial Bancorp. - Common Stock Company overview from Wikipedia
First Financial Bancorp is a regional bank headquartered in Cincinnati, Ohio, with its operations centers in the northern Cincinnati suburb of Springdale, and Greensburg, Indiana. Founded in 1863, First Financial has the sixth oldest national bank charter and has 131 locations throughout Ohio, Indiana, Kentucky, and Illinois. First Financial acquired Irwin Financial Corp and its subsidiaries through a government assisted transaction on September 18, 2009.
Read more
First Financial Bancorp is a regional bank headquartered in Cincinnati, Ohio, with its operations centers in the northern Cincinnati suburb of Springdale, and Greensburg, Indiana. Founded in 1863, First Financial has the sixth oldest national bank charter and has 131 locations throughout Ohio, Indiana, Kentucky, and Illinois.
First Financial acquired Irwin Financial Corp and its subsidiaries through a government assisted transaction on September 18, 2009.
The company's subsidiary, First Financial Bank, N.A., founded in 1863, provides banking and financial services products through its three lines of business: commercial, consumer and wealth management. The commercial and consumer units provide traditional banking services to business and consumer clients. First Financial Wealth Management provides wealth planning, portfolio management, trust and estate, brokerage and retirement plan services and had approximately $15.9 billion in assets as of September 30, 2020.
## History
First Financial Bank, N.A., was founded in 1863 as the First National Bank of Hamilton and was granted charter number 56 on August 10, 1863, under the National Bank Act. The bank opened its first branch in Hamilton, Ohio and started business on August 15, 1863. In 1923, the bank's name was changed to First National Bank and Trust Company of Hamilton when the trust division was created.
In 1980, the First National Bank of Hamilton consolidated operations with the First National Bank of Middletown to form the First National Bank of Southwestern Ohio. The acquisition of smaller institutions allowed it to expand outside Butler County. First Financial Bancorp, a holding company, was formed in 1983.
In 2008, First Financial Bancorp relocated its headquarters to Norwood while the headquarters for the bank remained in Hamilton. The following year, the holding company moved their headquarters to the Atrium One building in Downtown Cincinnati before finally settling into the Chemed Center building, renamed First Financial Center, in 2011.
In July 2017, First Financial agreed to purchase Greensburg, Indiana based MainSource Bank for $1 billion, making First Financial the fourth-largest bank in Cincinnati, and the second-largest local bank. The combined organization will continue to be called First Financial Bancorp. The acquisition was finalized on April 2, 2018. All MainSource computer systems and deposits were transitioned to First Financial on May 29, 2018.
In June 2025, First Financial announced that it has entered into a definitive agreement to acquire Westfield Bancorp, in a cash and stock transaction, from Ohio Farmers Insurance Company.
In December 2025, it was announced that First Financial had received regulatory approval to complete its acquisition of BankFinancial, a Chicago-based financial institution. The all-stock transaction, valued at approximately $142 million and expected to close in early 2026 subject to shareholder approval, expanded First Financial’s operations into the Chicagoland area, where BankFinancial operated 18 financial centres.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
FFBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$33.67
Market Cap
—
P/E (TTM)
9.4
EPS (TTM)
$2.66
Revenue (TTM)
—
Div Yield
—
ROE
9.6%
Debt/Equity
0.2
52W Range
$23 – $36
FFBC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$2.66
2017-12-31
→
2025-12-31
Free Cash Flow
$317M
2017-12-31
→
2025-12-31
Margins
28.4%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
FFBC
Peer Median
P/E (TTM)
9.4
12.9
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
FFBC
Peer Median
Net Profit Margin
28.4%
25.7%
ROA
1.3%
1.1%
ROE
9.6%
10.2%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
FFBC
Peer Median
Debt / Equity
0.2
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
FFBC
Peer Median
Revenue YoY
7.6%
—
Revenue CAGR 3Y
8.3%
—
Revenue CAGR 5Y
6.9%
—
EPS YoY
10.8%
—
Net Income YoY
11.7%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
FFBC
Peer Median
Payout Ratio
37.0%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
37.0%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 1, 2026 | $0.2500 |
| March 2, 2026 | $0.2500 |
| Dec. 1, 2025 | $0.2500 |
| Sept. 2, 2025 | $0.2500 |
| June 2, 2025 | $0.2400 |
| March 3, 2025 | $0.2400 |
| Dec. 2, 2024 | $0.2400 |
| Aug. 30, 2024 | $0.2400 |
| June 3, 2024 | $0.2300 |
| Feb. 29, 2024 | $0.2300 |
| Nov. 30, 2023 | $0.2300 |
| Aug. 31, 2023 | $0.2300 |
| May 31, 2023 | $0.2300 |
| Feb. 28, 2023 | $0.2300 |
| Nov. 30, 2022 | $0.2300 |
| Aug. 31, 2022 | $0.2300 |
| May 31, 2022 | $0.2300 |
| Feb. 28, 2022 | $0.2300 |
| Nov. 30, 2021 | $0.2300 |
| Aug. 31, 2021 | $0.2300 |
FFBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
13 analysts
- Strong Buy 3 23.1%
- Buy 5 38.5%
- Hold 5 38.5%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
7 analysts · 2026-08-14
Median
$38.00
Mean
$37.57
← Below all targets
$33.67
Low
$35.00
High
$40.00
Median target
$38.00
+12.9%
Mean target
$37.57
+11.6%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.00%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.73 | $0.79 | -0.06% |
| March 31, 2026 | $0.71 | $0.66 | 0.05% |
| Dec. 31, 2025 | $0.64 | $0.57 | 0.07% |
| Sept. 30, 2025 | $0.75 | $0.77 | -0.02% |
| June 30, 2025 | $0.73 | $0.69 | 0.04% |
| March 31, 2025 | $0.54 | $0.64 | -0.10% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FFBC | — | 9.4 | 7.6% | 28.4% | 9.6% | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| MCHB | — | 11.5 | 3.3% | 534.4% | 9.4% | — |
| NIC | $1.80B | 12.4 | 11.9% | 38.4% | 12.3% | — |
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| SBCF | $3.08B | 20.0 | 26.6% | 22.2% | 5.8% | — |
| SFNC | $2.73B | -6.4 | -86.7% | -385.1% | -11.4% | — |
| CBU | $3.03B | 14.5 | 9.6% | 25.7% | 10.8% | — |
| BKU | $3.30B | 12.6 | 7.4% | 1234.8% | 8.9% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $275M | $66M | $31M | $68M | $123M | $91M | $50M | $33M | $23M | $19M | |
| Interest Income | $1.00B | $1.00B | $903M | $585M | $483M | $525M | $608M | $540M | $333M | $306M | $270M | $248M | |
| Pretax Income | $321M | $268M | $319M | $242M | $241M | $184M | $243M | $214M | $116M | $131M | $111M | $95M | |
| Income Tax | $66M | $39M | $63M | $24M | $36M | $29M | $45M | $42M | $19M | $42M | $36M | $30M | |
| Net Income | $256M | $229M | $256M | $218M | $205M | $156M | $198M | $173M | $97M | $89M | $75M | $65M | |
| EPS (Basic) | $2.68 | $2.42 | $2.72 | $2.33 | $2.16 | $1.60 | $2.01 | $1.95 | $1.57 | $1.45 | $1.23 | $1.11 | |
| EPS (Diluted) | $2.66 | $2.40 | $2.69 | $2.30 | $2.14 | $1.59 | $2.00 | $1.93 | $1.56 | $1.43 | $1.21 | $1.09 | |
| Shares (Basic) | 95,284,550 | 94,404,617 | 93,938,772 | 93,528,712 | 95,034,690 | 97,363,952 | 98,305,570 | 88,582,090 | 61,529,460 | 61,206,093 | 61,062,657 | 58,662,836 | |
| Shares (Diluted) | 96,157,964 | 95,405,719 | 95,096,067 | 94,586,851 | 95,897,385 | 98,093,098 | 98,851,471 | 89,614,205 | 62,171,590 | 61,985,422 | 61,847,547 | 59,392,667 |
Balance Sheet 18
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $166M | |
| PP&E (Net) | $205M | $198M | $195M | $189M | $193M | $207M | $215M | $216M | $125M | $132M | $137M | $141M | |
| PP&E (Gross) | $352M | $334M | $324M | $315M | $314M | $322M | $329M | $321M | $223M | $228M | $226M | $234M | |
| Accum. Depreciation | $147M | $136M | $129M | $126M | $121M | $115M | $114M | $105M | $98M | $96M | $89M | $92M | |
| Goodwill | $1.10B | $1.01B | $1.01B | $1.00B | $1.00B | $938M | $938M | $880M | $204M | $204M | $204M | $138M | |
| Intangibles | $119M | $79M | $84M | · | · | · | · | $41M | $4M | $6M | $8M | $8M | |
| Total Assets | $21.13B | $18.57B | $17.53B | $17.00B | $16.33B | $15.97B | $14.51B | $13.99B | $8.90B | $8.44B | $8.15B | $7.22B | |
| Short-term Debt | $675M | $755M | $938M | $1.29B | $296M | $167M | $1.32B | $1.04B | $815M | $808M | $938M | $661M | |
| Capital Leases | · | · | · | · | · | · | · | $68M | · | · | · | · | |
| Total Liabilities | $18.36B | $16.13B | $15.26B | $14.96B | $14.07B | $13.69B | $12.26B | $11.91B | $7.97B | $7.57B | $7.34B | $6.43B | |
| Long-term Debt | $514M | $348M | $344M | $347M | $410M | $776M | $414M | $571M | $120M | $120M | $120M | $48M | |
| Total Debt | $675M | $755M | $938M | $1.29B | $296M | $167M | $1.32B | $1.04B | $815M | $808M | · | $661M | |
| Common Stock | $1.65B | $1.64B | $1.64B | $1.63B | $1.64B | $1.64B | $1.64B | $1.63B | $573M | $570M | $571M | $575M | |
| Retained Earnings | $1.44B | $1.28B | $1.14B | $968M | $837M | $720M | $711M | $600M | $492M | $437M | $388M | $353M | |
| Treasury Stock | $126M | $191M | $198M | $203M | $218M | $126M | $118M | $111M | $114M | $114M | $119M | $122M | |
| AOCI | $-190M | $-290M | $-310M | $-359M | $-433.0K | $49M | $13M | $-44M | $-20M | $-28M | $-31M | $-21M | |
| Stockholders' Equity | $2.77B | $2.44B | $2.27B | $2.04B | $2.26B | $2.28B | $2.25B | $2.08B | $931M | $865M | $809M | $784M | |
| Liabilities + Equity | $21.13B | $18.57B | $17.53B | $17.00B | $16.33B | $15.97B | $14.51B | $13.99B | $8.90B | $8.44B | $8.15B | $7.22B |
Cash Flow 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $30M | $30M | $31M | $32M | $33M | $28M | $24M | $13M | $13M | $13M | $13M | |
| Stock-based Comp | $16M | $16M | $15M | $13M | $10M | $8M | $8M | $6M | $5M | $5M | $4M | $4M | |
| Deferred Tax | $19M | $21M | $13M | $-4M | $12M | $-8M | $13M | $6M | $-4M | $346.0K | $4M | $-22M | |
| Amort. of Intangibles | $11M | $9M | $10M | $11M | $10M | $11M | $10M | $7M | $1M | $2M | $2M | $2M | |
| Operating Cash Flow | $338M | $262M | $487M | $201M | $388M | $108M | $186M | $260M | $124M | $143M | $92M | $57M | |
| CapEx | $21M | $21M | $24M | $14M | $15M | $16M | $21M | $18M | $7M | $10M | $7M | $11M | |
| Investing Cash Flow | $-547M | $-1.00B | $-701M | $-883M | $-510M | $-1.20B | $-252M | $-205M | $-429M | $-313M | $-919M | $-84M | |
| Net Debt Issued | · | · | $-3M | $-64M | $-463M | $-682M | $-160M | $-52M | $-94.0K | $-86.0K | $-46M | $-33M | |
| Stock Repurchased | · | · | $0 | $0 | $108M | $17M | $66M | $0 | $0 | $0 | $4M | $697.0K | |
| Net Stock Activity | · | · | $0 | $0 | $-108M | $-17M | $-66M | · | $0 | $0 | $-4M | $-697.0K | |
| Dividends Paid | $95M | $90M | $87M | $87M | $87M | $90M | $89M | $80M | $41M | $39M | $39M | $35M | |
| Financing Cash Flow | $213M | $699M | $220M | $670M | $111M | $1.13B | $31M | $30M | $335M | $178M | $832M | $20M | |
| Net Change in Cash | $4M | $-39M | $6M | $-13M | $-11M | $30M | $-36M | $86M | $29M | $7M | $5M | $-7M | |
| Taxes Paid | $9M | $28M | $10M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $317M | $241M | $463M | $187M | $375M | $93M | $165M | $243M | $115M | $129M | $84M | $46M | |
| Levered FCF | · | · | $242M | $128M | $349M | $36M | $65M | $170M | $73M | $106M | $68M | $33M |
Profitability 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.4% | 27.4% | 30.4% | 30.7% | 32.9% | 24.1% | 32.2% | 31.2% | 26.9% | 25.9% | 23.3% | 22.2% | |
| Pretax Margin | 35.7% | 32.1% | 37.9% | 34.1% | 38.6% | 28.6% | 39.5% | 38.8% | 32.3% | 38.2% | 34.5% | 32.5% | |
| ROA | 1.3% | 1.3% | 1.5% | 1.3% | 1.3% | 1.0% | 1.4% | 1.5% | 2.2% | 1.1% | · | 0.95% | |
| ROE | 9.6% | 9.4% | 11.6% | 10.8% | 9.1% | 6.9% | 8.8% | 8.4% | 10.5% | 10.3% | · | 8.3% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.3 | 0.4 | 0.6 | 0.1 | 0.1 | 0.6 | 0.5 | 0.9 | 0.9 | · | 0.8 |
Efficiency 1
| 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 | 0.1 | 0.0 | · | 0.0 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.6% | -0.55% | 18.5% | 13.7% | -3.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.3% | 10.2% | 9.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 10.8% | -10.8% | 17.0% | 7.5% | 34.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.0% | 3.9% | 19.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.7% | -10.6% | 17.6% | 6.1% | 31.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.5% | 3.7% | 18.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 6
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $899M | $836M | $840M | $709M | $624M | $646M | $616M | $553M | $360M | $342M | $322M | $293M | |
| Net Income TTM | $256M | $229M | $256M | $218M | $205M | $156M | $198M | $173M | $97M | $89M | $75M | $65M | |
| P/E | 9.4 | 11.2 | 8.8 | 10.5 | 11.4 | 11.0 | 12.7 | 12.3 | 16.9 | 19.9 | 14.9 | 17.1 | |
| Earnings Yield | 10.6% | 8.9% | 11.3% | 9.5% | 8.8% | 9.1% | 7.9% | 8.1% | 5.9% | 5.0% | 6.7% | 5.9% | |
| Payout Ratio | 37.0% | 39.1% | 34.1% | 39.8% | 42.6% | 57.6% | 45.0% | 46.2% | 42.5% | 44.2% | 52.0% | 53.6% | |
| Annual Payout | $95M | $90M | $87M | $87M | $87M | $90M | $89M | $80M | $41M | $39M | $39M | $35M |
Income Statement 9
| 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 | · | · | · | · | · | · | · | · | $99M | $92M | · | $77M | $65M | $49M | · | $17M | |
| Interest Income | $281M | $282M | $265M | $250M | $246M | $240M | $252M | $257M | $253M | $241M | $238M | $232M | $224M | $209M | $190M | $155M | |
| Pretax Income | $94M | $94M | $79M | $91M | $88M | $64M | $67M | $65M | $75M | $62M | $71M | $78M | $81M | $88M | $79M | $47M | |
| Income Tax | $18M | $19M | $17M | $19M | $18M | $12M | $2M | $12M | $14M | $11M | $15M | $15M | $15M | $17M | $10M | $-9M | |
| Net Income | $76M | $74M | $62M | $72M | $70M | $51M | $65M | $52M | $61M | $51M | $57M | $63M | $66M | $70M | $69M | $56M | |
| EPS (Basic) | $0.74 | $0.72 | $0.64 | $0.76 | $0.74 | $0.54 | $0.68 | $0.56 | $0.64 | $0.54 | $0.60 | $0.67 | $0.70 | $0.75 | $0.74 | $0.60 | |
| EPS (Diluted) | $0.73 | $0.71 | $0.64 | $0.75 | $0.73 | $0.54 | $0.68 | $0.55 | $0.64 | $0.53 | $0.60 | $0.66 | $0.69 | $0.74 | $0.72 | $0.59 | |
| Shares (Basic) | 103,938,322 | 103,705,269 | -189,111,006 | 94,889,341 | 94,860,428 | 94,645,787 | -188,725,351 | 94,473,666 | 94,438,235 | 94,218,067 | -187,748,103 | 94,030,275 | 93,924,068 | 93,732,532 | -186,992,601 | 93,582,250 | |
| Shares (Diluted) | 104,936,741 | 104,615,405 | -190,861,792 | 95,753,798 | 95,741,696 | 95,524,262 | -190,727,882 | 95,479,510 | 95,470,093 | 95,183,998 | -190,159,708 | 95,126,269 | 95,169,348 | 94,960,158 | -188,920,657 | 94,793,766 |
Balance Sheet 16
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | · | · | $205M | · | · | · | $198M | · | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | · | · | $352M | · | · | · | $334M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $147M | · | · | · | $136M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.10B | $1.10B | $1.10B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.01B | $1.00B | $998M | |
| Intangibles | $141M | $146M | $119M | $74M | $75M | $77M | $79M | $82M | · | · | · | · | · | · | · | · | |
| Total Assets | $22.44B | $22.78B | $21.13B | $18.55B | $18.63B | $18.46B | $18.57B | $18.15B | $18.17B | $17.60B | · | $17.05B | $17.09B | $16.93B | · | $16.62B | |
| Short-term Debt | $610M | $620M | $675M | $595M | $685M | $800M | $755M | $812M | $1.18B | $862M | $938M | $974M | $1.22B | $1.22B | $1.29B | $1.16B | |
| Total Liabilities | $19.45B | $19.84B | $18.36B | $15.92B | $16.08B | $15.95B | $16.13B | $15.70B | $15.84B | $15.31B | · | $14.93B | $14.95B | $14.81B | · | $14.63B | |
| Long-term Debt | $383M | $380M | $514M | $222M | $345M | $346M | $348M | $344M | $339M | $343M | · | $341M | $340M | $343M | · | $355M | |
| Total Debt | $610M | $620M | · | $595M | $685M | $800M | · | $812M | $1.18B | $862M | · | $974M | $1.22B | $1.22B | · | $1.16B | |
| Common Stock | $1.79B | $1.79B | $1.65B | $1.64B | $1.64B | $1.64B | $1.64B | $1.64B | $1.64B | $1.63B | · | $1.64B | $1.63B | $1.63B | · | $1.63B | |
| Retained Earnings | $1.54B | $1.49B | $1.44B | $1.40B | $1.35B | $1.30B | $1.28B | $1.23B | $1.20B | $1.17B | · | $1.10B | $1.06B | $1.02B | · | $921M | |
| Treasury Stock | $117M | $117M | $126M | $186M | $186M | $187M | $191M | $191M | $191M | $191M | · | $198M | $197M | $197M | · | $204M | |
| AOCI | $-224M | $-217M | $-190M | $-223M | $-246M | $-254M | $-290M | $-232M | $-323M | $-321M | $-310M | $-410M | $-353M | $-328M | $-359M | $-355M | |
| Stockholders' Equity | $2.99B | $2.94B | $2.77B | $2.63B | $2.56B | $2.50B | $2.44B | $2.45B | $2.33B | $2.29B | $2.27B | $2.13B | $2.14B | $2.12B | $2.04B | $1.99B | |
| Liabilities + Equity | $22.44B | $22.78B | $21.13B | $18.55B | $18.63B | $18.46B | $18.57B | $18.15B | $18.17B | $17.60B | · | $17.05B | $17.09B | $16.93B | · | $16.62B |
Cash Flow 14
| 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 | $12M | $13M | $10M | $7M | $7M | $7M | $7M | $8M | $8M | $7M | $7M | $8M | $8M | $8M | $7M | $8M | |
| Stock-based Comp | $4M | $4M | $3M | $4M | $3M | $6M | $3M | $3M | $3M | $6M | $2M | $5M | $4M | $5M | $5M | $3M | |
| Deferred Tax | $8M | $14M | $-19M | $11M | $-6M | $32M | $13M | $-4M | $-4.0K | $13M | $9M | $-4M | $18M | $-9M | $-13M | $-668.0K | |
| Amort. of Intangibles | $6M | $6M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Operating Cash Flow | $31M | $549M | $122M | $90M | $70M | $56M | $74M | $88M | $68M | $32M | $116M | $92M | $107M | $172M | $27M | $-92M | |
| CapEx | $10M | $13M | $8M | $4M | $5M | $4M | $7M | $4M | $3M | $7M | $6M | $6M | $8M | $4M | $4M | $3M | |
| Investing Cash Flow | $376M | $-601M | $-584M | $48M | $-83M | $73M | $-396M | $8M | $-568M | $-43M | $-514M | $54M | $-184M | $-57M | $-472M | $-318M | |
| Net Debt Issued | · | $-153M | · | · | · | $-2M | · | · | · | $-1M | · | · | · | $-4M | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | $27M | $26M | $24M | $24M | $24M | $23M | $23M | $23M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | |
| Financing Cash Flow | $-371M | $44M | $465M | $-173M | $33M | $-112M | $306M | $-99M | $495M | $-2M | $390M | $-142M | $94M | $-122M | $457M | $303M | |
| Net Change in Cash | $36M | $-8M | $4M | $-36M | $20M | $16M | $-16M | $-3M | $-6M | $-14M | $-7M | $3M | $18M | $-8M | $12M | $-107M | |
| Free Cash Flow | · | $535M | · | · | · | $52M | · | · | · | $25M | · | · | · | $168M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-51M | · | · | · | $128M | · | · |
Profitability 4
| 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 | 28.9% | 27.4% | · | 30.7% | 30.9% | 25.6% | · | 26.1% | 28.3% | 26.0% | · | 29.7% | 30.9% | 32.8% | · | 30.9% | |
| Pretax Margin | 35.8% | 34.5% | · | 38.8% | 38.8% | 31.7% | · | 32.2% | 34.8% | 31.6% | · | 37.0% | 38.2% | 40.8% | · | 26.1% | |
| ROA | 0.37% | 0.36% | · | 0.39% | 0.38% | 0.28% | · | 0.30% | 0.34% | 0.29% | · | 0.37% | 0.39% | 0.43% | · | 0.34% | |
| ROE | 2.8% | 2.7% | · | 2.8% | 2.9% | 2.1% | · | 2.3% | 2.7% | 2.3% | · | 3.1% | 3.1% | 3.3% | · | 2.6% |
Liquidity & Solvency 1
| 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 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.5 | 0.4 | · | 0.5 | 0.6 | 0.6 | · | 0.6 |
Efficiency 1
| 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 |
Valuation (TTM) 5
| 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 | $996M | $932M | · | $862M | $843M | $812M | · | $823M | $835M | $835M | · | $820M | $775M | $710M | · | $651M | |
| Net Income TTM | $293M | $268M | · | $246M | $235M | $215M | · | $227M | $240M | $250M | · | $255M | $243M | $219M | · | $209M | |
| P/E | 11.6 | 10.2 | · | 9.8 | 9.9 | 11.1 | · | 10.6 | 8.8 | 8.6 | · | 7.3 | 8.0 | 9.4 | · | 9.5 | |
| Earnings Yield | 8.6% | 9.8% | · | 10.2% | 10.1% | 9.0% | · | 9.4% | 11.3% | 11.7% | · | 13.7% | 12.6% | 10.7% | · | 10.5% | |
| Payout Ratio | · | 34.9% | · | · | · | 44.8% | · | · | · | 43.1% | · | · | · | 31.4% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Net Income | $256M | $229M | $256M | $218M | $205M |
| Diluted EPS | $2.66 | $2.40 | $2.69 | $2.30 | $2.14 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.3 | 0.4 | 0.6 | 0.1 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $317M | $241M | $463M | $187M | $375M |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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Institutional owners (13F) 346 filers · $2.2B total · As of June 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 56 (+2 vs prior Q) | 18 (-16 vs prior Q) | 106 (-18 vs prior Q) | 89 (+27 vs prior Q) | +11.5M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $253,644,679 | 10,137,677 | 11.34% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $216,864,685 | 6,410,426 | 9.70% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $215,543,988 | 6,371,386 | 9.64% | Shares |
| STATE STREET CORP | $196,247,965 | 5,801,004 | 8.78% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $170,548,000 | 5,041,306 | 7.63% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $153,436,168 | 4,535,506 | 6.86% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $104,511,222 | 3,089,306 | 4.67% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $81,713,231 | 2,414,926 | 3.65% | Shares |
| Bahl & Gaynor LLC | $64,376,697 | 1,902,947 | 2.88% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $63,986,506 | 1,891,413 | 2.86% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $51,475,051 | 1,521,580 | 2.30% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46,185,562 | 1,365,225 | 2.07% | Shares |
| BROWN ADVISORY INC | $41,825,665 | 1,236,348 | 1.87% | Shares |
| Bank of New York Mellon Corp | $28,135,734 | 831,680 | 1.26% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $27,307,204 | 807,189 | 1.22% | Shares |
| Fisher Asset Management, LLC | $23,745,823 | 701,916 | 1.06% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $23,568,177 | 696,665 | 1.05% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $23,309,682 | 689,024 | 1.04% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $22,204,693 | 656,361 | 0.99% | Shares |
| FIRST FINANCIAL BANK - TRUST DIVISION | $21,264,387 | 628,566 | 0.95% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $18,990,268 | 561,344 | 0.85% | Shares |
| LOOMIS SAYLES & CO L P | $13,500,572 | 399,071 | 0.60% | Shares |
| AMERICAN CENTURY COMPANIES INC | $13,388,831 | 395,768 | 0.60% | Shares |
| Public Sector Pension Investment Board | $12,073,318 | 356,882 | 0.54% | Shares |
| FIRST TRUST ADVISORS LP | $11,877,510 | 351,094 | 0.53% | Shares |
| BANK OF AMERICA CORP /DE/ | $11,770,133 | 347,920 | 0.53% | Shares |
| GOLDMAN SACHS GROUP INC | $11,719,152 | 346,413 | 0.52% | Shares |
| Gator Capital Management, LLC | $10,676,410 | 315,590 | 0.48% | Shares |
| RHUMBLINE ADVISERS | $9,157,826 | 270,702 | 0.41% | Shares |
| Squarepoint Ops LLC | $7,471,795 | 220,863 | 0.33% | Shares |
| Swiss National Bank | $7,102,372 | 209,943 | 0.32% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6,673,271 | 197,259 | 0.30% | Shares |
| Edgestream Partners, L.P. | $6,616,235 | 195,573 | 0.30% | Shares |
| FRANKLIN RESOURCES INC | $6,516,538 | 192,626 | 0.29% | Shares |
| Cubist Systematic Strategies, LLC | $6,255,800 | 247,755 | 0.28% | Shares |
| JOHNSON INVESTMENT COUNSEL INC | $6,008,321 | 177,603 | 0.27% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $6,008,276 | 177,602 | 0.27% | Shares |
| AMERIPRISE FINANCIAL INC | $5,671,667 | 167,652 | 0.25% | Shares |
| Palisades Investment Partners, LLC | $5,596,177 | 165,423 | 0.25% | Shares |
| Legal & General Group Plc | $5,388,747 | 159,289 | 0.24% | Shares |
| US BANCORP \DE\ | $5,130,861 | 151,666 | 0.23% | Shares |
| PRUDENTIAL FINANCIAL INC | $4,977,577 | 147,135 | 0.22% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4,854,504 | 143,497 | 0.22% | Shares |
| Brandywine Global Investment Management, LLC | $4,764,609 | 190,432 | 0.21% | Shares |
| Elizabeth Park Capital Advisors, Ltd. | $4,579,939 | 135,381 | 0.20% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $4,445,194 | 131,398 | 0.20% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $4,104,763 | 121,335 | 0.18% | Shares |
| Trust Co of the South | $3,952,054 | 116,821 | 0.18% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,887,180 | 114,931 | 0.17% | Shares |
| ALLIANCEBERNSTEIN L.P. | $3,808,520 | 136,604 | 0.17% | Shares |
| FMR LLC | $3,804,649 | 112,464 | 0.17% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $3,763,046 | 111,234 | 0.17% | Shares |
| New Age Alpha Advisors, LLC | $3,665,886 | 108,362 | 0.16% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3,664,770 | 108,329 | 0.16% | Shares |
| ROYCE & ASSOCIATES LP | $3,658,681 | 108,149 | 0.16% | Shares |
| DENALI ADVISORS LLC | $3,575,831 | 105,700 | 0.16% | Shares |
| CHOREO, LLC | $3,516,694 | 103,952 | 0.16% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3,482,602 | 124,914 | 0.16% | Shares |
| EJF Capital LP | $3,472,210 | 102,637 | 0.16% | Shares |
| MALTESE CAPITAL MANAGEMENT LLC | $3,443,691 | 101,794 | 0.15% | Shares |
| RAYMOND JAMES FINANCIAL INC | $3,425,406 | 101,254 | 0.15% | Shares |
| BlackRock, Inc. | $2,990,200 | 88,389 | 0.13% | Shares |
| Western Standard LLC | $2,989,117 | 88,357 | 0.13% | Shares |
| UBS Group AG | $2,982,588 | 88,164 | 0.13% | Shares |
| TWO SIGMA INVESTMENTS, LP | $2,796,252 | 82,656 | 0.13% | Shares |
| Shoker Investment Counsel, Inc. | $2,719,057 | 80,374 | 0.12% | Shares |
| FIFTH THIRD BANCORP | $2,704,047 | 79,930 | 0.12% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $2,672,097 | 78,986 | 0.12% | Shares |
| Souders Financial Advisors | $2,539,638 | 75,071 | 0.11% | Shares |
| Mariner, LLC | $2,501,962 | 73,957 | 0.11% | Shares |
| DARK FOREST CAPITAL MANAGEMENT LP | $2,430,922 | 71,857 | 0.11% | Shares |
| Quantinno Capital Management LP | $2,408,753 | 71,201 | 0.11% | Shares |
| Horizon Investments, LLC | $2,350,914 | 69,492 | 0.11% | Shares |
| LPL Financial LLC | $2,336,616 | 69,069 | 0.10% | Shares |
| Brevan Howard Capital Management LP | $2,310,014 | 68,283 | 0.10% | Shares |
| Waverly Advisors, LLC | $2,258,761 | 66,768 | 0.10% | Shares |
| HighTower Advisors, LLC | $2,204,433 | 65,162 | 0.10% | Shares |
| Rafferty Asset Management, LLC | $2,167,420 | 64,068 | 0.10% | Shares |
| AlphaQuest LLC | $2,116,567 | 84,595 | 0.09% | Shares |
| MetLife Investment Management, LLC | $2,098,272 | 62,024 | 0.09% | Shares |
| Vanguard Global Advisers, LLC | $2,087,210 | 61,697 | 0.09% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $2,060,048 | 60,661 | 0.09% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $1,822,151 | 53,862 | 0.08% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,819,986 | 53,798 | 0.08% | Shares |
| Illinois Municipal Retirement Fund | $1,799,012 | 53,178 | 0.08% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1,770,798 | 52,344 | 0.08% | Shares |
| State of Tennessee, Department of Treasury | $1,750,568 | 51,746 | 0.08% | Shares |
| ExodusPoint Capital Management, LP | $1,681,723 | 49,711 | 0.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,660,918 | 49,096 | 0.07% | Shares |
| Corient Private Wealth LP | $1,657,840 | 49,005 | 0.07% | Shares |
| Legacy Financial Advisors, Inc. | $1,553,900 | 45,933 | 0.07% | Shares |
| D. E. Shaw & Co., Inc. | $1,544,441 | 45,653 | 0.07% | Shares |
| Louisiana State Employees Retirement System | $1,539,265 | 45,500 | 0.07% | Shares |
| MORGAN STANLEY | $1,533,661 | 45,334 | 0.07% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1,509,292 | 44,614 | 0.07% | Shares |
| BARCLAYS PLC | $1,490,855 | 44,069 | 0.07% | Shares |
| Integrated Quantitative Investments LLC | $1,455,671 | 43,029 | 0.07% | Shares |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1,451,886 | 58,029 | 0.06% | Shares |
| Invesco Ltd. | $1,439,568 | 42,553 | 0.06% | Shares |
| BAYVIEW ASSET MANAGEMENT, LLC | $1,353,200 | 40,000 | 0.06% | Shares |
Company insiders 72 insiders · 39 officers · 32 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Archie M Brown | President & CEO | June 8, 2026 S | 243,758 | 0 | 3 | $-925,700 |
| Franklin J Hall | EVP & CFO | Feb. 27, 2013 J | 28,053 | 0 | 0 | $0 |
| Gregory A Harris | President, Wealth Management | March 7, 2026 F | 51,233 | 0 | 1 | $-53,592 |
| FIRST FINANCIAL BANCORP /OH/ | President, Wealth Management | March 2, 2023 F | 30,637 | 0 | 0 | $0 |
| Bradley J Ringwald | President, Community Banking | April 30, 2018 S | 29,687 | 0 | 0 | $0 |
| Paul C Silva | President, ICRE Lending | May 9, 2017 S | 2,051 | 0 | 0 | $0 |
| Jill A Stanton | President - Mortgage Banking | March 10, 2016 A | 19,231 | 0 | 0 | $0 |
| Kevin T Langford | Community Banking President | March 30, 2015 A | 10,821 | 0 | 0 | $0 |
| John M Gavigan | EVP, Chief Operating Officer | March 7, 2023 F | 63,083 | 0 | 0 | $0 |
| Scott T Crawley | Controller & Prin Actg Officer | Aug. 3, 2026 S | 22,711 | 0 | 1 | $-92,232 |
| James R Shank | Chief Internal Auditor | March 16, 2026 S | 11,140 | 0 | 2 | $-101,719 |
| Matthew David Reckman | Chief Comm. Banking Officer | March 7, 2026 F | 32,198 | 0 | 0 | $0 |
| William R Harrod | Chief Credit Officer | March 7, 2026 F | 66,912 | 0 | 0 | $0 |
| Amanda N Neeley | EVP, Chief Strategy Officer | March 7, 2026 F | 66,187 | 0 | 0 | $0 |
| Karen B Woods | General Counsel & CAO | March 7, 2026 F | 74,962 | 0 | 1 | $-302,800 |
| Richard S Dennen | Chief Corp. Banking Officer | March 7, 2026 F | 76,508 | 0 | 1 | $-604,000 |
| Malcolm A Myers | Chief Transformation Officer | March 4, 2026 A | 53,220 | 0 | 0 | $0 |
| Andrew Hauck | Commercial Banking Executive | March 5, 2021 F | 31,345 | 0 | 0 | $0 |
| Catherine M Myers | EVP Consumer Banking | March 5, 2021 F | 31,573 | 0 | 0 | $0 |
| Anthony M Stollings | EVP Commercial Banking | March 8, 2019 F | 57,766 | 0 | 0 | $0 |
| Shannon M Kuhl | SVP, Chief Legal Officer & Sec | March 10, 2018 A | 5,831 | 0 | 0 | $0 |
| Matthew B Burgess | Chief Internal Auditor | March 10, 2018 A | 14,087 | 0 | 0 | $0 |
| Douglas C Lefferson | Chief Credit Officer | July 28, 2017 X | 34,170 | 0 | 0 | $0 |
| William J Sorg | SVP, Chief Risk Officer | March 10, 2017 A | 4,115 | 0 | 0 | $0 |
| Holly M Foster | EVP, Chief Compliance Officer | Aug. 5, 2016 S | 4,979 | 0 | 0 | $0 |
| Richard S Barbercheck | EVP & CCO | May 16, 2016 S | 22,300 | 0 | 0 | $0 |
| Alisa E Poe | Chief Talent Officer | March 10, 2016 A | 17,627 | 0 | 0 | $0 |
| Gregory A Gehlmann | EVP/Corporate General Counsel | Nov. 1, 2013 D | 0 | 0 | 0 | $0 |
| Jill L Wyman | EVP/Co-Chief Retail Bkg Off | Aug. 19, 2013 D | 0 | 0 | 0 | $0 |
| Samuel J Munafo | EVP-Banking | May 17, 2010 A | 23,261 | 0 | 0 | $0 |
| John C Hoying | SVP-Retail Banking | Aug. 21, 2006 J | 2,338 | 0 | 0 | $0 |
| Mark W Immelt | EVP-Wealth Resource Group | June 29, 2006 J | 2,771 | 0 | 0 | $0 |
| David S Harvey | EVP & CCO | April 24, 2006 A | 9,397 | 0 | 0 | $0 |
| Elizabeth E Fontaine | Principal Accounting Officer | April 24, 2006 A | 2,300 | 0 | 0 | $0 |
| Iii C Thomas Murrell | Executive Officer | Nov. 14, 2005 S | 7,710 | 0 | 0 | $0 |
| Robert C Oberg JR | Executive Officer | April 18, 2005 A | 2,175 | 0 | 0 | $0 |
| Rex A Hockemeyer | Executive Officer | April 18, 2005 A | 10,320 | 0 | 0 | $0 |
| James C Hall | Executive Officer | Oct. 27, 2004 S | 19,110 | 0 | 0 | $0 |
| Stanleyn Pontius | Executive Officer | Oct. 2, 2003 P | 2,790 | 0 | 0 | $0 |
| Andre T Porter | Director | June 30, 2026 A | 17,487 | 0 | 0 | $0 |
| Thomas Murray Obrien | Director | June 30, 2026 A | 5,365 | 0 | 1 | $-195,945 |
| Anne L Arvia | Director | June 30, 2026 A | 13,531 | 1 | 0 | $15,604 |
| Maribeth S Rahe | Director | June 30, 2026 A | 71,884 | 0 | 0 | $0 |
| Dawn C Morris | Director | May 29, 2026 S | 9,548 | 0 | 1 | $-22,866 |
| Gary W Warzala | Director | May 26, 2026 A | 14,850 | 0 | 0 | $0 |
| Vince Berta | Director | May 26, 2026 A | 5,285 | 0 | 0 | $0 |
| William J Kramer | Director | May 26, 2026 A | 52,479 | 0 | 0 | $0 |
| Claude E Davis | Director | May 26, 2026 A | 32,738 | 0 | 1 | $-795,445 |
| Cynthia O Booth | Director | April 30, 2025 S | 19,602 | 0 | 0 | $0 |
| William G Barron | Director | March 31, 2024 A | 75,580 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 76 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 |
|---|---|---|---|---|
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.82% | 60,631 SH | Aug. 8, 2026 | Daily |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.80% | 157,496 SH | Aug. 8, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.75% | 6,095 SH | Aug. 8, 2026 | Daily |
| HAPS · Harbor ETF Trust | 0.56% | 28,898 NS | April 30, 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.55% | 90,058 NS | April 30, 2026 | N-PORT |
| SVAL · iShares Trust | 0.40% | 24,986 SH | Aug. 8, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.38% | 23,070 NS | April 30, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.38% | 220,425 SH | Aug. 8, 2026 | Daily |
| IJS · iShares Trust | 0.37% | 904,666 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.28% | 1,052 NS | April 30, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.28% | 5,023 NS | April 30, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.27% | 68,035 SH | Aug. 8, 2026 | Daily |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.26% | 8,379 NS | May 31, 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0.26% | 23,570 SH | Aug. 8, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.25% | 99,604 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.24% | 215,746 NS | May 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.23% | 93,149 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.23% | 983,657 SH | Aug. 8, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.21% | 528,834 NS | April 30, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.21% | 16,102 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.19% | 363,153 SH | Aug. 8, 2026 | Daily |
| IJR · iShares Trust | 0.19% | 6,232,031 SH | Aug. 8, 2026 | Daily |
| XJR · iShares Trust | 0.18% | 10,142 SH | Aug. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.15% | 674,117 NS | April 30, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 35,736 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.14% | 1,239 NS | May 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.14% | 3,693 NS | April 30, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 26,653 NS | April 30, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.13% | 11,223 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.11% | 2,704,985 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 613,450 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.11% | 91,450 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.10% | 21,172 SH | Aug. 8, 2026 | Daily |
| FNDA · SCHWAB STRATEGIC TRUST | 0.10% | 290,438 NS | May 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.10% | 45,078 NS | April 30, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.09% | 54,382 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 396,216 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.08% | 4,893 NS | May 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.08% | 3,566 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.07% | 2,966 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 1,451,216 SH | Aug. 8, 2026 | Daily |
| SCHA · SCHWAB STRATEGIC TRUST | 0.07% | 498,828 NS | May 31, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.07% | 21,372 NS | May 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.06% | 52,104 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.05% | 4,051 SH | Aug. 8, 2026 | Daily |
| UWM · ProShares Trust | 0.05% | 3,827 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 5,561 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 1,190,750 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 2,287,226 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.04% | 170,451 SH | Aug. 8, 2026 | Daily |