FIBK First Interstate BancSystem, Inc. - Common Stock
$38.83
Price · Aug 18, 2026
Fundamentals as of Aug 3, 2026
52W Range
$29–$41
85% of range
Analyst Rating
HOLD
13 analysts
Price Target
$38
P/E (TTM)
13.2
ROE
8.8%
Net Profit Margin
28.5%
About First Interstate BancSystem, Inc. - Common Stock Company overview from Wikipedia
First Interstate BancSystem, Inc. is a financial holding company headquartered in Billings, Montana. It is the parent company of First Interstate Bank, a community bank with locations throughout 14 states within the Western and Midwestern United States. It is the largest bank based in Montana, as measured by total assets.
Read more
First Interstate BancSystem, Inc. is a financial holding company headquartered in Billings, Montana. It is the parent company of First Interstate Bank, a community bank with locations throughout 14 states within the Western and Midwestern United States. It is the largest bank based in Montana, as measured by total assets.
History
First Interstate Bank was established in 1968 when its founder, Homer Scott, Sr. purchased the Bank of Commerce in Sheridan, Wyoming. Scott incorporated the company in Montana in 1971 and over the next ten years acquired two more banks and established six de novo banks in Montana and Wyoming.
In 1984, the company entered into a franchise agreement with First Interstate Bancorp, a multistate bank holding company headquartered in Los Angeles, California, to use the First Interstate Bank name and logo.
In 1996, Wells Fargo acquired First Interstate Bancorp, but not First Interstate Bank. Instead, the Montana organization successfully negotiated to retain the well-known First Interstate name and logo. In 2017, the company retained the rights to use the First Interstate name and logo in all 50 states.
By the end of 1999, First Interstate had grown to 42 branches through a combination of de novo start-ups and acquisitions.
In 2008, the Bank expanded into South Dakota by acquiring 18 banking offices pursuant to the purchase of First Western Bank.
The Bank extended into Idaho, Oregon and Washington with the acquisitions of Cascade Bancorp in 2017 and Northwest Bancorporation, Inc., in 2018—the parent companies of Bank of the Cascades and Inland Northwest Bank, respectively. In 2019, Idaho Independent and Community 1st Banks joined the Company, officially becoming First Interstate Bank in June of that year.
In September 2021, First Interstate announced a merger with Sioux Falls, South Dakota–based Great Western Bank. The merger was completed on February 1, 2022, making Great Western an operating division of First Interstate Bank and extended the bank's presence into Arizona, Colorado and within the Midwest, with new locations in Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota and South Dakota. Great Western locations then became First Interstate Bank branches on May 23, 2022.
Properties
First Interstate Bank is a 50% owner and primary tenant of the First Interstate Center, a 20-story building in Billings, Montana. Completed in 1985, the 272-foot structure is the tallest building in the state of Montana.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
FIBK Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$38.83
Market Cap
$3.93B
P/E (TTM)
13.2
EPS (TTM)
$2.94
Revenue (TTM)
—
Div Yield
4.9%
ROE
8.8%
Debt/Equity
—
52W Range
$29 – $41
FIBK 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
$2.94
2016-12-31
→
2025-12-31
Free Cash Flow
—
Margins
28.5%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
FIBK
Peer Median
P/E (TTM)
13.2
12.6
P/S (TTM)
3.7
2.5
P/B
1.1
1.0
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
FIBK
Peer Median
Net Profit Margin
28.5%
28.4%
ROA
1.1%
1.1%
ROE
8.8%
8.7%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
FIBK
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
FIBK
Peer Median
Revenue YoY
5.9%
—
Revenue CAGR 3Y
-1.4%
—
Revenue CAGR 5Y
10.1%
—
EPS YoY
34.2%
—
Net Income YoY
33.7%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
FIBK
Peer Median
Payout Ratio
64.3%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
4.9%
Payout Ratio
64.3%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| Aug. 4, 2026 | $0.4700 |
| May 11, 2026 | $0.4700 |
| Feb. 10, 2026 | $0.4700 |
| Nov. 10, 2025 | $0.4700 |
| Aug. 11, 2025 | $0.4700 |
| May 12, 2025 | $0.4700 |
| Feb. 10, 2025 | $0.4700 |
| Nov. 4, 2024 | $0.4700 |
| Aug. 5, 2024 | $0.4700 |
| May 3, 2024 | $0.4700 |
| Feb. 8, 2024 | $0.4700 |
| Nov. 3, 2023 | $0.4700 |
| Aug. 4, 2023 | $0.4700 |
| May 5, 2023 | $0.4700 |
| Feb. 6, 2023 | $0.4700 |
| Nov. 7, 2022 | $0.4700 |
| Aug. 8, 2022 | $0.4100 |
| May 9, 2022 | $0.4100 |
| Feb. 9, 2022 | $0.4100 |
| Nov. 5, 2021 | $0.4100 |
FIBK Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
13 analysts
- Strong Buy 0 0.0%
- Buy 1 7.7%
- Hold 7 53.8%
- Sell 3 23.1%
- Strong Sell 2 15.4%
12-Month Price Target
8 analysts · 2026-08-13
Median
$38.50
Mean
$37.50
Now
$38.83
Low
$33.00
High
$41.00
Median target
$38.50
-0.8%
Mean target
$37.50
-3.4%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.12%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.87 | $0.65 | 0.22% |
| March 31, 2026 | $0.61 | $0.63 | -0.02% |
| Dec. 31, 2025 | $1.08 | $0.65 | 0.43% |
| Sept. 30, 2025 | $0.69 | $0.63 | 0.06% |
| June 30, 2025 | $0.69 | $0.59 | 0.10% |
| March 31, 2025 | $0.49 | $0.57 | -0.08% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FIBK | $3.50B | 11.8 | 5.9% | 28.5% | 8.8% | — |
| CUBI | — | — | — | — | — | — |
| FRME | — | — | — | — | — | — |
| FBNC | $2.11B | 19.0 | -3.6% | 164.2% | 6.9% | — |
| BBT | — | 25.6 | 81.1% | 301.4% | 4.8% | — |
| WAFD | $2.37B | 11.5 | 7.8% | 762.5% | 7.4% | — |
| SYBT | $1.91B | 13.7 | — | 35.3% | 13.5% | — |
| BUSE | — | — | — | — | — | — |
| BANR | — | 11.1 | 8.5% | 33.2% | 10.2% | — |
| EFSC | — | — | — | — | — | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $401M | $79M | $17M | $27M | $59M | $41M | $28M | $18M | $18M | $19M | |
| Interest Income | $1.18B | $1.30B | $1.28B | $1.02B | $506M | $524M | $554M | $473M | $378M | $297M | $282M | $267M | |
| Pretax Income | $392M | $294M | $337M | $257M | $248M | $209M | $235M | $206M | $157M | $145M | $130M | $130M | |
| Income Tax | $90M | $68M | $79M | $55M | $56M | $48M | $54M | $46M | $50M | $50M | $44M | $45M | |
| Net Income | $302M | $226M | $258M | $202M | $192M | $161M | $181M | $160M | $106M | $96M | $87M | $84M | |
| EPS (Basic) | $2.95 | $2.19 | $2.48 | $1.96 | $3.12 | $2.53 | $2.84 | $2.77 | $2.07 | $2.15 | $1.92 | $1.89 | |
| EPS (Diluted) | $2.94 | $2.19 | $2.48 | $1.96 | $3.11 | $2.53 | $2.83 | $2.75 | $2.05 | $2.13 | $1.90 | $1.87 | |
| Shares (Basic) | 102,569,649 | 102,978,301 | 103,752,206 | 103,274,070 | 61,650,312 | 63,611,891 | 63,645,029 | 57,778,857 | 51,429,366 | 44,511,774 | 45,184,091 | 44,615,060 | |
| Shares (Diluted) | 102,830,529 | 103,190,864 | 103,780,103 | 103,340,999 | 61,741,828 | 63,729,470 | 63,884,868 | 58,217,123 | 51,903,209 | 44,910,396 | 45,646,418 | 45,210,561 | |
| EBITDA | $51M | $57M | $54M | $56M | $44M | $45M | $39M | $28M | $18M | $19M | $18M | $17M |
Balance Sheet 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $822M | $759M | $782M | $780M | $799M | |
| PP&E (Net) | $407M | $427M | $444M | $445M | $300M | $312M | $306M | $245M | $242M | $194M | $191M | $195M | |
| PP&E (Gross) | $651M | $673M | $674M | $667M | $496M | $491M | $475M | $422M | $404M | $347M | $333M | $325M | |
| Accum. Depreciation | $244M | $246M | $229M | $222M | $196M | $179M | $169M | $177M | $162M | $152M | $142M | $130M | |
| Goodwill | $1.10B | $1.10B | $1.10B | $1.10B | $622M | $622M | $622M | $547M | $622M | $547M | $204M | $206M | |
| Intangibles | $53M | $67M | $81M | $97M | $41M | · | · | · | $49M | $10M | $11M | · | |
| Total Assets | $26.64B | $29.14B | $30.67B | $32.29B | $19.67B | $17.65B | $14.64B | $13.30B | $12.21B | $9.06B | $8.73B | $8.61B | |
| Deferred Tax | · | · | · | $0 | $9M | $27M | $27M | $9M | $0 | $7M | $10M | $0 | |
| Total Liabilities | $23.19B | $25.83B | $27.44B | $29.21B | $17.69B | $15.69B | $12.63B | $11.61B | $10.79B | $8.08B | $7.78B | $7.70B | |
| Long-term Debt | · | · | $99M | $99M | $99M | $99M | $0 | · | · | · | · | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | · | · | |
| Retained Earnings | $1.27B | $1.17B | $1.14B | $1.07B | $1.05B | $962M | $954M | $852M | $753M | $695M | $638M | $588M | |
| AOCI | $-178M | $-322M | $-356M | $-477M | $-11M | $57M | $11M | $-25M | $-12M | $-8M | $406.0K | $-3M | |
| Stockholders' Equity | $3.45B | $3.30B | $3.23B | $3.07B | $1.99B | $1.96B | $2.01B | $1.69B | $1.43B | $983M | $950M | $909M | |
| Liabilities + Equity | $26.64B | $29.14B | $30.67B | $32.29B | $19.67B | $17.65B | $14.64B | $13.30B | $12.21B | $9.06B | $8.73B | $8.61B | |
| Shares Outstanding | 101,105,745 | 104,585,964 | 103,941,626 | 104,442,023 | 62,200,456 | · | · | · | · | · | · | · |
Cash Flow 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $57M | $54M | $56M | $44M | $45M | $39M | $28M | $18M | $20M | $18M | $17M | |
| Stock-based Comp | $13M | $12M | $5M | $10M | $9M | $8M | $8M | $6M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $11M | $21M | $20M | $-5M | $5M | $-7M | $5M | $16M | $21M | $3M | $12M | $5M | |
| Amort. of Intangibles | $14M | $15M | $16M | $16M | $10M | $11M | $11M | $8M | $6M | $3M | $3M | $2M | |
| Other Non-cash | $-72M | $39M | $96M | $272M | $32M | $61M | $-106M | $11M | $5M | $-5M | $-6M | $12M | |
| Operating Cash Flow | $306M | $355M | $428M | $534M | $282M | $268M | $127M | $219M | $155M | $118M | $115M | $122M | |
| Investing Cash Flow | $2.31B | $1.76B | $1.25B | $-949M | $-2.12B | $-1.87B | $-17M | $-181M | $-131M | $-143M | $-95M | $-196M | |
| Stock Issued | · | $0 | $0 | $100.0K | $400.0K | $1M | $1M | $2M | $2M | $5M | $3M | $6M | |
| Stock Repurchased | $122M | $1M | $34M | $199M | $5M | $117M | $2M | $1M | $1M | $27M | $21M | $10M | |
| Net Stock Activity | $-122M | $-1M | $-34M | $-199M | $-5M | $-116M | $-2M | $800.0K | $1M | $-22M | $-17M | $-3M | |
| Dividends Paid | $194M | $196M | $195M | $182M | $102M | $129M | $79M | $64M | $49M | $39M | $36M | $29M | |
| Financing Cash Flow | $-2.20B | $-1.80B | $-1.97B | $-1.06B | $1.91B | $2.80B | $144M | $25M | $-47M | $27M | $-38M | $338M | |
| Net Change in Cash | $413M | $319M | $-292M | $-1.47B | $68M | $1.20B | $255M | $63M | $-23M | $2M | $-18M | $264M | |
| Taxes Paid | $37M | · | · | · | · | · | · | · | · | · | · | · |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.5% | 22.6% | 25.1% | 18.3% | 30.1% | 24.7% | 28.1% | 27.8% | 21.7% | 23.0% | 22.5% | 23.4% | |
| Pretax Margin | 37.0% | 29.5% | 32.8% | 23.2% | · | 32.0% | 36.5% | 35.8% | 31.9% | 34.9% | 33.9% | 36.0% | |
| EBITDA Margin | 4.8% | 5.7% | 5.2% | 5.0% | 7.0% | 6.9% | 6.0% | 4.8% | 3.8% | 4.7% | 4.8% | 4.7% | |
| ROA | 1.1% | 0.76% | 0.82% | 0.78% | 1.0% | 1.0% | 1.3% | 1.3% | 1.0% | 1.1% | 1.0% | 1.0% | |
| ROE | 8.8% | 6.8% | 8.2% | 6.7% | 9.7% | 8.2% | 9.1% | 9.6% | 7.5% | 9.7% | 9.2% | 9.4% |
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 | 0.0 | 0.0 | 0.0 | 0.0 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 5.9% | -2.5% | -7.2% | 73.1% | -2.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.4% | 16.1% | 16.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 34.2% | -11.7% | 26.5% | -37.0% | 22.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 14.5% | -11.0% | -0.66% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 33.7% | -12.2% | 27.4% | 5.3% | 19.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 14.3% | 5.6% | 16.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 8.6% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.06B | $1000M | $1.03B | $1.11B | $639M | $654M | $638M | $571M | $492M | $416M | $386M | $360M | |
| Net Income TTM | $302M | $226M | $258M | $202M | $192M | $161M | $181M | $160M | $106M | $96M | $87M | $84M | |
| Market Cap | $3.50B | $3.40B | $3.20B | $4.04B | · | · | · | · | · | · | · | · | |
| P/E | 11.8 | 14.8 | 12.4 | 19.7 | 13.1 | 16.1 | 14.8 | 13.3 | 19.5 | 20.0 | 15.3 | 14.9 | |
| P/S | 3.3 | 3.4 | 3.1 | 3.7 | · | · | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 1.0 | 1.3 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.5 | 1.6 | 1.6 | 2.2 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 11.4 | 9.6 | 7.5 | 7.6 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 5.5% | 5.8% | 6.1% | 4.5% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.5% | 6.7% | 8.1% | 5.1% | 7.6% | 6.2% | 6.8% | 7.5% | 5.1% | 5.0% | 6.5% | 6.7% | |
| Payout Ratio | 64.3% | 86.7% | 75.8% | 90.1% | 52.9% | 79.8% | 43.8% | 40.0% | 45.6% | 41.1% | 41.8% | 33.9% | |
| Annual Payout | $194M | $196M | $195M | $182M | $102M | $129M | $79M | $64M | $49M | $39M | $36M | $29M |
Income Statement 10
| 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 | · | · | · | · | · | · | · | $122M | $122M | $125M | · | $109M | $99M | $77M | · | $20M | |
| Interest Income | $271M | $271M | $285M | $292M | $298M | $303M | $326M | $328M | $324M | $325M | $324M | $323M | $317M | $316M | $304M | $287M | |
| Pretax Income | $108M | $78M | $139M | $93M | $94M | $66M | $67M | $73M | $78M | $77M | $81M | $95M | $87M | $74M | $110M | $108M | |
| Income Tax | $24M | $17M | $30M | $21M | $22M | $16M | $15M | $17M | $18M | $18M | $19M | $22M | $20M | $18M | $24M | $22M | |
| Net Income | $84M | $60M | $109M | $71M | $72M | $50M | $52M | $56M | $60M | $58M | $62M | $73M | $67M | $56M | $86M | $86M | |
| EPS (Basic) | $0.87 | $0.61 | $1.08 | $0.69 | $0.69 | $0.49 | $0.50 | $0.54 | $0.58 | $0.57 | $0.59 | $0.70 | $0.65 | $0.54 | $0.93 | $0.80 | |
| EPS (Diluted) | $0.87 | $0.61 | $1.07 | $0.69 | $0.69 | $0.49 | $0.50 | $0.54 | $0.58 | $0.57 | $0.59 | $0.70 | $0.65 | $0.54 | $0.93 | $0.80 | |
| Shares (Basic) | 96,583,247 | 98,880,749 | -206,937,151 | 103,153,579 | 103,260,996 | 103,092,225 | -205,773,943 | 102,970,851 | 102,936,996 | 102,844,397 | -207,628,418 | 103,822,311 | 103,820,649 | 103,737,664 | -205,213,968 | 106,525,974 | |
| Shares (Diluted) | 96,785,949 | 99,241,041 | -207,336,141 | 103,386,991 | 103,363,692 | 103,415,987 | -206,175,923 | 103,233,618 | 103,093,135 | 103,040,034 | -207,687,934 | 103,826,427 | 103,822,891 | 103,818,719 | -205,235,591 | 106,589,699 | |
| EBITDA | · | $12M | · | · | · | $10M | · | · | · | $16M | · | · | · | $14M | · | · |
Balance Sheet 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $413M | $403M | $407M | $415M | $413M | $429M | $427M | $433M | $436M | $440M | · | $446M | $444M | $443M | · | $445M | |
| PP&E (Gross) | · | · | $651M | · | · | · | $673M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $244M | · | · | · | $246M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | $1.10B | · | $1.10B | $1.10B | $1.10B | · | $1.10B | |
| Intangibles | · | · | $53M | · | · | · | $67M | · | · | · | · | $85M | $89M | $93M | · | $101M | |
| Total Assets | $25.89B | $26.43B | $26.64B | $27.33B | $27.57B | $28.28B | $29.14B | $29.60B | $30.29B | $30.14B | · | $30.54B | $30.98B | $31.64B | · | $31.34B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $22.56B | $23.07B | $23.19B | $23.88B | $24.14B | $24.92B | $25.83B | $26.23B | $27.06B | $26.94B | · | $27.46B | $27.86B | $28.48B | · | $28.34B | |
| Common Stock | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | |
| Retained Earnings | $1.33B | $1.29B | $1.27B | $1.21B | $1.19B | $1.17B | $1.17B | $1.16B | $1.16B | $1.15B | · | $1.12B | $1.10B | $1.08B | · | $1.04B | |
| AOCI | $-204M | $-196M | $-178M | $-204M | $-233M | $-268M | $-322M | $-255M | $-386M | $-387M | · | $-522M | $-459M | $-399M | · | $-508M | |
| Stockholders' Equity | $3.32B | $3.36B | $3.45B | $3.45B | $3.42B | $3.36B | $3.30B | $3.37B | $3.23B | $3.21B | $3.23B | $3.09B | $3.12B | $3.16B | $3.07B | $3.01B | |
| Liabilities + Equity | $25.89B | $26.43B | $26.64B | $27.33B | $27.57B | $28.28B | $29.14B | $29.60B | $30.29B | $30.14B | · | $30.54B | $30.98B | $31.64B | · | $31.34B | |
| Shares Outstanding | 95,548,084 | 97,446,230 | 101,105,745 | 103,967,257 | 104,874,177 | 104,909,761 | 104,585,964 | · | 104,560,618 | 104,571,623 | · | 105,011,371 | 105,020,683 | 104,382,018 | · | 104,450,804 |
Cash Flow 13
| 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 | $12M | $14M | $16M | $10M | $10M | $16M | $15M | $10M | $16M | $13M | $13M | $14M | $14M | $14M | $14M | |
| Stock-based Comp | $4M | $2M | $3M | $3M | $3M | $4M | $2M | $4M | $3M | $3M | $-4M | $4M | $3M | $2M | $900.0K | $2M | |
| Deferred Tax | $3M | $8M | $-600.0K | $-100.0K | $4M | $8M | $15M | $200.0K | $6M | $0 | $10M | $-900.0K | $-500.0K | $11M | $100.0K | $4M | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | $-28M | · | · | · | $6M | · | · | · | $10M | · | · | · | $-26M | · | · | |
| Operating Cash Flow | $58M | $55M | $67M | $92M | $68M | $78M | $95M | $90M | $82M | $88M | $69M | $129M | $172M | $58M | $96M | $169M | |
| Investing Cash Flow | $234M | $186M | $-174M | $744M | $908M | $834M | $559M | $487M | $181M | $532M | $-76M | $295M | $167M | $868M | $-636M | $-150M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $70M | $88M | $91M | $28M | $0 | $3M | $0 | $100.0K | $0 | $1M | $32M | $0 | $0 | $2M | $100.0K | $133M | |
| Net Stock Activity | · | $-88M | · | · | · | $-3M | · | · | · | $-1M | · | · | · | $-2M | · | · | |
| Dividends Paid | $46M | $46M | $48M | $49M | $49M | $48M | $49M | $49M | $49M | $49M | $49M | $49M | $49M | $48M | $49M | $44M | |
| Financing Cash Flow | $-334M | $-342M | $-32M | $-476M | $-758M | $-937M | $-456M | $-836M | $60M | $-562M | $-8M | $-511M | $-739M | $-716M | $819M | $-487M | |
| Net Change in Cash | $-42M | $-101M | $-140M | $359M | $219M | $-25M | $198M | $-260M | $324M | $57M | $-15M | $-87M | $-400M | $210M | $279M | $-467M |
Profitability 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 31.8% | 24.9% | · | 28.5% | 28.9% | 20.3% | · | 22.0% | 24.6% | 24.1% | · | 28.4% | 25.5% | 22.1% | · | 29.6% | |
| Pretax Margin | 41.0% | 32.0% | · | 37.0% | 37.7% | 26.9% | · | 28.9% | 32.1% | 31.7% | · | 37.0% | 33.1% | 29.1% | · | 37.3% | |
| EBITDA Margin | · | 5.2% | · | · | · | 4.2% | · | · | · | 6.6% | · | · | · | 5.4% | · | · | |
| ROA | 0.31% | 0.22% | · | 0.25% | 0.25% | 0.17% | · | 0.18% | 0.20% | 0.19% | · | 0.23% | 0.21% | 0.17% | · | 0.34% | |
| ROE | 2.5% | 1.8% | · | 2.1% | 2.2% | 1.5% | · | 1.7% | 1.9% | 1.8% | · | 2.4% | 2.1% | 1.7% | · | 3.4% |
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) 10
| 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 | $1.00B | $988M | · | $998M | $992M | $985M | · | $994M | $1.00B | $1.02B | · | $1.06B | $1.10B | $1.06B | · | $972M | |
| Net Income TTM | $287M | $254M | · | $249M | $237M | $224M | · | $247M | $258M | $254M | · | $282M | $273M | $173M | · | $164M | |
| Market Cap | $3.68B | $3.25B | · | $3.31B | $3.02B | $3.01B | · | · | $2.90B | $2.85B | · | $2.62B | $2.50B | $3.12B | · | $4.21B | |
| P/E | 13.5 | 13.5 | · | 13.2 | 12.5 | 13.1 | · | 12.8 | 11.1 | 11.1 | · | 9.3 | 9.2 | 19.0 | · | 22.5 | |
| P/S | 3.7 | 3.3 | · | 3.3 | 3.0 | 3.1 | · | · | 2.9 | 2.8 | · | 2.5 | 2.3 | 2.9 | · | 4.3 | |
| P/B | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | · | 0.9 | 0.9 | · | 0.8 | 0.8 | 1.0 | · | 1.4 | |
| P / Tangible Book | 1.7 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | · | 1.4 | 1.3 | · | 1.4 | 1.3 | 1.6 | · | 2.3 | |
| P / Cash Flow | · | 59.2 | · | · | · | 38.3 | · | · | · | 32.5 | · | · | · | 54.0 | · | · | |
| Earnings Yield | 7.4% | 7.4% | · | 7.6% | 8.0% | 7.6% | · | 7.8% | 9.0% | 9.0% | · | 10.8% | 10.8% | 5.3% | · | 4.4% | |
| Payout Ratio | · | 75.9% | · | · | · | 95.6% | · | · | · | 83.6% | · | · | · | 85.8% | · | · |
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 | $302M | $226M | $258M | $202M | $192M |
| Diluted EPS | $2.94 | $2.19 | $2.48 | $1.96 | $3.11 |
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Institutional owners (13F) 314 filers · $2.3B 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 |
|---|---|---|---|---|
| 43 (-4 vs prior Q) | 24 (-6 vs prior Q) | 96 (+6 vs prior Q) | 92 (-6 vs prior Q) | +10.7M |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $241,031,504 | 6,250,817 | 10.65% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $213,409,936 | 5,534,491 | 9.43% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $212,328,943 | 5,506,456 | 9.38% | Shares |
| HoldCo Asset Management, LP | $152,316,126 | 3,950,107 | 6.73% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $144,151,586 | 3,738,371 | 6.37% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $94,790,043 | 2,458,248 | 4.19% | Shares |
| Capital International Investors | $90,300,811 | 2,341,826 | 3.99% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $82,880,980 | 2,149,403 | 3.66% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $79,430,718 | 2,059,592 | 3.51% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $77,826,000 | 2,018,138 | 3.44% | Shares |
| FIRST TRUST ADVISORS LP | $50,634,716 | 1,313,141 | 2.24% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $46,637,703 | 1,209,484 | 2.06% | Shares |
| Capital World Investors | $45,444,734 | 1,178,546 | 2.01% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45,067,424 | 1,168,761 | 1.99% | Shares |
| CRAMER ROSENTHAL MCGLYNN LLC | $39,872,698 | 1,034,043 | 1.76% | Shares |
| NORGES BANK | $37,717,503 | 978,151 | 1.67% | Shares |
| FMR LLC | $36,519,906 | 947,093 | 1.61% | Shares |
| First Interstate Bank | $34,323,914 | 890,143 | 1.52% | Shares |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $29,999,915 | 778,006 | 1.33% | Shares |
| MILLENNIUM MANAGEMENT LLC | $24,629,622 | 638,735 | 1.09% | Shares |
| Leeward Investments, LLC - MA | $23,846,121 | 618,416 | 1.05% | Shares |
| VILLERE ST DENIS J & CO LLC | $21,890,550 | 567,701 | 0.97% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $21,696,555 | 562,670 | 0.96% | Shares |
| GOLDMAN SACHS GROUP INC | $21,345,852 | 553,575 | 0.94% | Shares |
| DAVIDSON INVESTMENT ADVISORS | $18,465,549 | 478,878 | 0.82% | Shares |
| D. E. Shaw & Co., Inc. | $17,856,596 | 463,086 | 0.79% | Shares |
| Mesirow Institutional Investment Management, Inc. | $16,133,986 | 496,889 | 0.71% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $15,681,350 | 406,674 | 0.69% | Shares |
| TWO SIGMA INVESTMENTS, LP | $15,292,742 | 396,596 | 0.68% | Shares |
| Aristotle Capital Boston, LLC | $13,437,246 | 348,476 | 0.59% | Shares |
| Public Sector Pension Investment Board | $11,196,860 | 290,375 | 0.49% | Shares |
| Fisher Asset Management, LLC | $10,239,167 | 265,538 | 0.45% | Shares |
| Cambria Investment Management, L.P. | $9,821,386 | 254,704 | 0.43% | Shares |
| Nuveen Asset Management, LLC | $8,873,109 | 273,271 | 0.39% | Shares |
| RHUMBLINE ADVISERS | $8,688,123 | 225,315 | 0.38% | Shares |
| Numerai GP LLC | $8,228,974 | 213,407 | 0.36% | Shares |
| BANK OF AMERICA CORP /DE/ | $7,988,244 | 207,164 | 0.35% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7,358,135 | 190,823 | 0.33% | Shares |
| CITADEL ADVISORS LLC | $6,751,470 | 175,090 | 0.30% | Shares |
| Granite Investment Partners, LLC | $6,725,944 | 174,428 | 0.30% | Shares |
| Moody Aldrich Partners LLC | $6,568,580 | 170,347 | 0.29% | Shares |
| AMERICAN CENTURY COMPANIES INC | $6,438,324 | 166,967 | 0.28% | Shares |
| Swiss National Bank | $6,402,734 | 166,046 | 0.28% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $5,728,242 | 148,554 | 0.25% | Shares |
| AMERIPRISE FINANCIAL INC | $5,682,626 | 147,371 | 0.25% | Shares |
| Legal & General Group Plc | $5,019,856 | 130,183 | 0.22% | Shares |
| Squarepoint Ops LLC | $4,811,247 | 124,773 | 0.21% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $4,665,490 | 120,993 | 0.21% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4,315,752 | 111,923 | 0.19% | Shares |
| Vestmark Advisory Solutions, Inc. | $3,927,105 | 101,844 | 0.17% | Shares |
| RICE HALL JAMES & ASSOCIATES, LLC | $3,852,645 | 99,913 | 0.17% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3,792,603 | 113,551 | 0.17% | Shares |
| Qube Research & Technologies Ltd | $3,683,483 | 95,526 | 0.16% | Shares |
| Rafferty Asset Management, LLC | $3,618,239 | 93,834 | 0.16% | Shares |
| ALLIANCEBERNSTEIN L.P. | $3,579,578 | 107,173 | 0.16% | Shares |
| PRUDENTIAL FINANCIAL INC | $3,425,285 | 88,830 | 0.15% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $3,399,835 | 88,170 | 0.15% | Shares |
| Phocas Financial Corp. | $3,363,512 | 87,228 | 0.15% | Shares |
| BlackRock, Inc. | $3,311,533 | 85,880 | 0.15% | Shares |
| Cladis Investment Advisory, LLC | $3,233,853 | 83,865 | 0.14% | Shares |
| Ashton Thomas Private Wealth, LLC | $2,975,256 | 77,159 | 0.13% | Shares |
| BARCLAYS PLC | $2,817,850 | 73,077 | 0.12% | Shares |
| ExodusPoint Capital Management, LP | $2,798,762 | 72,582 | 0.12% | Shares |
| NFJ INVESTMENT GROUP, LLC | $2,635,576 | 68,350 | 0.12% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2,573,147 | 66,731 | 0.11% | Shares |
| GREAT LAKES ADVISORS, LLC | $2,556,682 | 66,304 | 0.11% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2,447,585 | 73,281 | 0.11% | Shares |
| LPL Financial LLC | $2,383,870 | 61,822 | 0.11% | Shares |
| Brevan Howard Capital Management LP | $2,360,258 | 61,210 | 0.10% | Shares |
| State of New Jersey Common Pension Fund D | $2,313,137 | 59,988 | 0.10% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $2,300,644 | 59,664 | 0.10% | Shares |
| Allspring Global Investments Holdings, LLC | $2,146,324 | 55,218 | 0.09% | Shares |
| Vest Financial, LLC | $2,140,851 | 55,520 | 0.09% | Shares |
| MetLife Investment Management, LLC | $2,060,454 | 53,435 | 0.09% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,024,400 | 52,500 | 0.09% | Put option |
| Cypress Capital Management LLC (WY) | $2,009,270 | 52,108 | 0.09% | Shares |
| Northern Capital Management, Inc. | $1,989,330 | 51,590 | 0.09% | Shares |
| Man Group plc | $1,966,290 | 50,993 | 0.09% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,860,443 | 48,248 | 0.08% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1,775,881 | 46,055 | 0.08% | Shares |
| Illinois Municipal Retirement Fund | $1,761,382 | 45,679 | 0.08% | Shares |
| Bridgewater Associates, LP | $1,727,874 | 44,810 | 0.08% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1,681,139 | 43,598 | 0.07% | Shares |
| UBS Group AG | $1,654,957 | 42,919 | 0.07% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1,630,972 | 42,297 | 0.07% | Shares |
| HUSSMAN STRATEGIC ADVISORS, INC. | $1,619,520 | 42,000 | 0.07% | Shares |
| CITADEL ADVISORS LLC | $1,619,520 | 42,000 | 0.07% | Put option |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,566,680 | 40,630 | 0.07% | Shares |
| Pathstone Holdings, LLC | $1,477,349 | 38,313 | 0.07% | Shares |
| Louisiana State Employees Retirement System | $1,426,720 | 37,000 | 0.06% | Shares |
| Invesco Ltd. | $1,409,291 | 36,548 | 0.06% | Shares |
| Quantinno Capital Management LP | $1,349,181 | 34,989 | 0.06% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,305,551 | 33,858 | 0.06% | Shares |
| Vanguard Global Advisers, LLC | $1,302,248 | 33,772 | 0.06% | Shares |
| JANUS HENDERSON GROUP PLC | $1,248,806 | 37,395 | 0.06% | Shares |
| Elo Mutual Pension Insurance Co | $1,181,324 | 30,636 | 0.05% | Shares |
| XTX Topco Ltd | $1,169,795 | 30,337 | 0.05% | Shares |
| CWM, LLC | $1,135,337 | 33,992 | 0.05% | Shares |
| American Trust | $1,101,659 | 28,570 | 0.05% | Shares |
| Kestra Investment Management, LLC | $1,057,430 | 27,423 | 0.05% | Shares |
Company insiders 90 insiders · 38 officers · 44 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| James A Reuter | President and CEO | March 15, 2025 A | 60,637 | 0 | 0 | $0 |
| Kevin P Riley | President & CEO | Aug. 1, 2024 P | 523 | 0 | 0 | $0 |
| Ed Garding | Pres. & CEO | May 22, 2015 M | 123,285 | 0 | 0 | $0 |
| Lyle R Knight | President & CEO | Feb. 18, 2011 F | 77,091 | 0 | 0 | $0 |
| Camera David Della | Chief Financial Officer | June 1, 2026 A | 30,048 | 0 | 0 | $0 |
| Marcy D Mutch | Exec. Vice Pres. & CFO | March 15, 2025 A | 69,608 | 0 | 0 | $0 |
| Terrill R Moore | Exec. Vice President & CFO | July 29, 2013 C | 59,788 | 0 | 0 | $0 |
| Julie G Castle | President, Financial Services | May 19, 2011 S | 10,915 | 0 | 0 | $0 |
| Michael John Hickey | Regional President - Bank Sub | Feb. 15, 2008 A | — | 0 | 0 | $0 |
| William A Huppert | Regional President, Bank Sub | Feb. 15, 2008 A | 2,478 | 0 | 0 | $0 |
| Jodi Delahunt Hubbell | Chief Operating Officer | March 15, 2022 F | 20,374 | 0 | 0 | $0 |
| Jolyn M. Kanning | Chief Risk Officer | June 1, 2026 A | 13,885 | 0 | 0 | $0 |
| Ryan J. Boschee | Chief Credit Officer | June 1, 2026 A | 16,777 | 0 | 0 | $0 |
| Christopher L. Shepler | Chief Banking Officer | June 1, 2026 A | 13,240 | 0 | 0 | $0 |
| Lori Meyer | EVP, Chief Information Officer | June 1, 2026 A | 16,517 | 0 | 0 | $0 |
| Kirk D Jensen | General Counsel | June 1, 2026 A | 34,978 | 0 | 0 | $0 |
| Kristina Robbins | EVP, Chief Operations Officer | May 28, 2025 F | 16,084 | 0 | 0 | $0 |
| Lorrie F Asker | Chief Banking Officer | March 17, 2025 F | 19,708 | 0 | 0 | $0 |
| Karlyn M Knieriem | EVP, Chief Risk Officer | March 15, 2024 A | 25,171 | 0 | 0 | $0 |
| Scott Edward Erkonen | EVP, Chief Information Officer | May 24, 2023 A | 13,506 | 0 | 0 | $0 |
| Ashley Hayslip | EVP, Chief Banking Officer | Nov. 28, 2022 A | 4,487 | 0 | 0 | $0 |
| Russell A Lee | EVP & Chief Banking Officer | Nov. 7, 2022 S | 4,771 | 0 | 0 | $0 |
| Philip G Gaglia | Chief Risk Officer | May 17, 2022 S | 1,687 | 0 | 0 | $0 |
| Kade G Peterson | Chief Information Officer | May 21, 2021 F | 4,922 | 0 | 0 | $0 |
| Renee Newman | EVP and Chief Strategy Officer | Feb. 15, 2021 F | 4,321 | 0 | 0 | $0 |
| Kevin Guenthner | SVP & Chief Infor. Officer | Feb. 14, 2018 M | 17,088 | 0 | 0 | $0 |
| William D. Gottwals | EVP and Chief Banking Officer | Feb. 15, 2017 F | 8,362 | 0 | 0 | $0 |
| Stephen W. Yose | EVP & Chief Credit Officer | April 4, 2016 A | 7,080 | 0 | 0 | $0 |
| Robert M Cerkovnik | Sr VP & Chief Credit Officer | Dec. 31, 2015 F | 22,787 | 0 | 0 | $0 |
| Michael G. Huston | Ex. VP & Chief Banking Officer | Aug. 31, 2015 M | 8,636 | 0 | 0 | $0 |
| Steven E Wheeler | Branch Administration Officer | Feb. 5, 2012 F | — | 0 | 0 | $0 |
| Neil W Klusmann | Senior Vice President | March 30, 2008 X | 7,803 | 0 | 0 | $0 |
| Keith D Cook | Regional Pres., Bank Sub. | March 13, 2008 X | 5,187 | 0 | 0 | $0 |
| Ronald J Pasco | Regional Pres., Bank Sub. | Feb. 15, 2008 A | 0 | 0 | 0 | $0 |
| Robert A Jones | Executive Vice President | Jan. 15, 2008 S | 8,016 | 0 | 0 | $0 |
| David R Calahan | Regional Pres., Bank Sub. | April 2, 2007 F | 16,329 | 0 | 0 | $0 |
| Frank Rotellini | Regional Pres., Bank Sub. | Sept. 29, 2005 P | 3,696 | 0 | 0 | $0 |
| Gary E Crum | Senior Vice President | Sept. 30, 2003 P | 1,211 | 0 | 0 | $0 |
| Matthew John Ritter | Director | July 22, 2026 A | 1,806 | 0 | 0 | $0 |
| Brian Kevin Turner | Director | July 22, 2026 A | 1,806 | 0 | 0 | $0 |
| Renu Agrawal | Director | June 1, 2026 A | 4,074 | 0 | 0 | $0 |
| Alice S Cho | Director | June 1, 2026 A | 15,792 | 0 | 0 | $0 |
| Jeremy Scott | Director | June 1, 2026 A | 5,743 | 0 | 0 | $0 |
| James R. Scott Jr | Director | June 1, 2026 A | 80,792 | 0 | 0 | $0 |
| Joyce Ann Phillips | Director | June 1, 2026 A | 14,599 | 0 | 0 | $0 |
| Dennis L Johnson | Director | June 1, 2026 A | 19,455 | 0 | 0 | $0 |
| Biff Bowman | Director | June 1, 2026 A | 24,035 | 0 | 0 | $0 |
| Daniel A Rykhus | Director | June 1, 2026 A | 31,357 | 0 | 0 | $0 |
| Michael L Scudder | Director | June 1, 2026 A | 4,126 | 0 | 0 | $0 |
| John M Heyneman JR | Director | June 1, 2026 A | 7,471 | 0 | 2 | $-1,123,300 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 4 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 |
|---|---|---|---|---|---|
| Shareholders affiliated with Risa K. Scott, Shareholders affiliated with James R. Scott, Shareholders affiliated with John M. Heyneman, Jr., Shareholders affiliated with Julie Scott Rose, Homer Scott Jr Trust, First Interstate Wealth Management Trustee, Shareholders affiliated with Susan S. Heyneman, Shareholders affiliated with James R. Scott, Jr., Shareholders affiliated with Jonathan R. Scott, Shareholders affiliated with Jeremy Scott, Geoffrey D. Scott ×4 filings | May 29, 2024 | — | Initial filing | — | SEC |
| April 4, 2024 | — | Initial filing | — | SEC | |
| Risa K. Scott, NBar5, Limited Partnership, James R. Scott, John M. Heyneman, Jr., Julie Scott Rose, Homer A. Scott, Jr., Susan S. Heyneman, James R. Scott, Jr., Jonathan R. Scott, Jeremy Scott ×7 filings | Sept. 17, 2021 | — | Initial filing | M&A / sale | SEC |
| Randall I. Scott, N Bar 5, Limited Partnership, James R. Scott, John M. Heyneman, Jr., Thomas W. Scott, Homer A. Scott, Jr., Susan S. Heyneman ×11 filings | Oct. 25, 2019 | — | Initial filing | Capital structure | 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.
ETF ownership Held by 73 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 |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 1.46% | 162,002 SH | Aug. 8, 2026 | Daily |
| SYLD · Cambria ETF Trust | 0.99% | 268,312 NS | April 30, 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.91% | 127,574 NS | April 30, 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 0.89% | 7,418 NS | April 30, 2026 | N-PORT |
| XSVM · Invesco Exchange-Traded Fund Trust | 0.80% | 139,439 SH | Aug. 8, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.69% | 4,959 SH | Aug. 8, 2026 | Daily |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.37% | 19,138 NS | April 30, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.35% | 179,334 SH | Aug. 8, 2026 | Daily |
| IJS · iShares Trust | 0.34% | 751,388 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.25% | 819 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.25% | 533,257 NS | April 30, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.25% | 91,042 NS | April 30, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.24% | 83,142 NS | April 30, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.23% | 80,246 SH | Aug. 8, 2026 | Daily |
| SDVD · First Trust Exchange-Traded Fund IV | 0.22% | 52,744 NS | April 30, 2026 | N-PORT |
| IWN · iShares Trust | 0.22% | 855,443 SH | Aug. 8, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.20% | 13,800 SH | Aug. 8, 2026 | Daily |
| XJR · iShares Trust | 0.20% | 9,986 SH | Aug. 8, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.18% | 295,497 SH | Aug. 8, 2026 | Daily |
| IJR · iShares Trust | 0.17% | 5,154,728 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.17% | 31,360 SH | Aug. 8, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 33,941 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.16% | 611,837 NS | April 30, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.14% | 3,190 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.14% | 1,052 NS | May 31, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.13% | 102,363 NS | May 31, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.13% | 314,869 NS | May 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.12% | 9,383 SH | Aug. 8, 2026 | Daily |
| ESML · iShares Trust | 0.11% | 86,068 SH | Aug. 8, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.11% | 51,863 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 528,541 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.11% | 2,341,320 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.09% | 37,353 NS | April 30, 2026 | N-PORT |
| ISCV · iShares Trust | 0.09% | 16,985 SH | Aug. 8, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.09% | 49,001 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 346,997 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.08% | 4,060 NS | May 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.08% | 2,977 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 1,203,159 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.07% | 18,665 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.07% | 423,265 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.05% | 5,338 NS | April 30, 2026 | N-PORT |
| UWM · ProShares Trust | 0.05% | 3,176 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.04% | 3,420 SH | Aug. 8, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 966,573 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 1,894,422 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.04% | 134,828 SH | Aug. 8, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.04% | 23,875 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.03% | 3,213 NS | May 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.03% | 5,336 SH | Aug. 8, 2026 | Daily |