FMBH First Mid Bancshares, Inc. - Common Stock
$51.33
Price · Aug 18, 2026
Fundamentals as of Aug 7, 2026
52W Range
$35–$53
89% of range
Analyst Rating
BUY
13 analysts
Price Target
$56
+10% upside
P/E (TTM)
13.4
ROE
9.9%
Net Profit Margin
26.3%
FMBH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$51.33
Market Cap
$1.23B
P/E (TTM)
13.4
EPS (TTM)
$3.83
Revenue (TTM)
—
Div Yield
1.9%
ROE
9.9%
Debt/Equity
—
52W Range
$35 – $53
FMBH Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$3.83
2016-12-31
→
2025-12-31
Free Cash Flow
$124M
2016-12-31
→
2025-12-31
Margins
26.3%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
FMBH
Peer Median
P/E (TTM)
13.4
14.0
P/S (TTM)
3.5
2.0
P/B
1.3
1.0
Price / FCF
9.9
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
FMBH
Peer Median
Net Profit Margin
26.3%
26.3%
ROA
1.2%
1.1%
ROE
9.9%
10.2%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
FMBH
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
FMBH
Peer Median
Revenue YoY
7.4%
—
Revenue CAGR 3Y
10.5%
—
Revenue CAGR 5Y
13.3%
—
EPS YoY
16.1%
—
Net Income YoY
16.3%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
FMBH
Peer Median
Payout Ratio
25.5%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
1.9%
Payout Ratio
25.5%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| May 15, 2026 | $0.2500 |
| Feb. 12, 2026 | $0.2500 |
| Nov. 14, 2025 | $0.2500 |
| Aug. 15, 2025 | $0.2500 |
| May 15, 2025 | $0.2400 |
| Feb. 13, 2025 | $0.2400 |
| Nov. 14, 2024 | $0.2400 |
| Aug. 16, 2024 | $0.2400 |
| May 14, 2024 | $0.2300 |
| Feb. 15, 2024 | $0.2300 |
| Nov. 22, 2023 | $0.2300 |
| Aug. 11, 2023 | $0.2300 |
| May 16, 2023 | $0.2300 |
| Feb. 14, 2023 | $0.2300 |
| Nov. 16, 2022 | $0.2300 |
| Aug. 17, 2022 | $0.2300 |
| May 17, 2022 | $0.2200 |
| Feb. 9, 2022 | $0.2200 |
| Nov. 16, 2021 | $0.2200 |
| Aug. 17, 2021 | $0.2200 |
FMBH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
13 analysts
- Strong Buy 2 15.4%
- Buy 7 53.8%
- Hold 4 30.8%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
7 analysts · 2026-08-13
Median
$56.00
← Below all targets
$51.33
Low
$54.00
High
$62.50
Median target
$56.00
+9.1%
Mean target
$56.50
+10.1%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.04%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.26 | $1.13 | 0.13% |
| March 31, 2026 | $1.14 | $1.08 | 0.06% |
| Dec. 31, 2025 | $1.06 | $1.08 | -0.02% |
| Sept. 30, 2025 | $0.97 | $0.99 | -0.02% |
| June 30, 2025 | $0.99 | $0.93 | 0.06% |
| March 31, 2025 | $0.96 | $0.95 | 0.01% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FMBH | $935M | 10.2 | 7.4% | 26.3% | 9.9% | — |
| PEBO | — | 10.0 | 2.3% | 123.1% | 9.0% | — |
| BHRB | $936M | 8.1 | 30.6% | 34.3% | 14.3% | — |
| PFBC | — | — | — | — | — | — |
| CTBI | $1.02B | 10.4 | 13.7% | 34.7% | 11.8% | — |
| WABC | $1.18B | 10.6 | -12.2% | 45.0% | 12.5% | — |
| HBT | $813M | 10.6 | 5.6% | 32.5% | 12.9% | — |
| OSBC | $1.03B | 12.0 | 18.9% | 23.7% | 9.9% | — |
| HFWA | $803M | 12.1 | 13.5% | 27.4% | 7.5% | — |
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 | · | · | $107M | $32M | $15M | $17M | $24M | $13M | $6M | $4M | $3M | $3M | |
| Interest Income | $373M | $357M | $300M | $216M | $183M | $144M | $150M | $125M | $100M | $75M | $59M | $55M | |
| Pretax Income | $117M | $104M | $88M | $91M | $67M | $60M | $63M | $49M | $42M | $34M | $26M | $25M | |
| Income Tax | $25M | $25M | $19M | $18M | $15M | $14M | $15M | $12M | $15M | $12M | $9M | $9M | |
| Net Income | $92M | $79M | $69M | $73M | $51M | $45M | $48M | $37M | $27M | $22M | $17M | $15M | |
| EPS (Basic) | $3.84 | $3.31 | $3.17 | $3.62 | $2.88 | $2.71 | $2.88 | $2.53 | $2.13 | $2.07 | $1.84 | $1.88 | |
| EPS (Diluted) | $3.83 | $3.30 | $3.15 | $3.60 | $2.87 | $2.70 | $2.87 | $2.52 | $2.13 | $2.05 | $1.81 | $1.85 | |
| Shares (Basic) | 23,873,495 | 23,800,523 | 21,780,217 | 20,169,077 | 17,886,998 | 16,716,880 | 16,675,269 | 14,487,126 | 12,531,659 | 10,149,099 | 7,775,490 | 6,002,766 | |
| Shares (Diluted) | 23,986,508 | 23,895,681 | 21,868,788 | 20,243,635 | 17,939,007 | 16,762,856 | 16,709,476 | 14,500,585 | 12,536,534 | 10,663,710 | 9,137,689 | 8,371,687 | |
| EBITDA | $20M | $21M | $15M | $15M | $14M | $12M | $11M | $8M | $8M | $8M | $4M | $4M |
Balance Sheet 18
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $85M | $141M | $89M | $176M | $116M | $52M | |
| PP&E (Net) | $91M | $100M | $101M | $90M | $81M | $58M | $59M | $59M | $38M | $40M | $31M | $27M | |
| PP&E (Gross) | $131M | $137M | $143M | $128M | $121M | $95M | $94M | $90M | $67M | $73M | $58M | $54M | |
| Accum. Depreciation | $40M | $37M | $42M | $38M | $39M | $37M | $34M | $31M | $29M | $33M | $27M | $27M | |
| Goodwill | $203M | $203M | $196M | $140M | $112M | $105M | $105M | $105M | $60M | $58M | $41M | $26M | |
| Intangibles | $50M | $59M | $68M | $29M | $30M | $23M | $28M | $34M | $11M | $13M | $9M | $2M | |
| Total Assets | $7.97B | $7.52B | $7.59B | $6.74B | $5.99B | $4.73B | $3.84B | $3.84B | $2.84B | $2.88B | $2.11B | $1.61B | |
| Short-term Debt | · | · | · | · | · | · | · | · | $0 | $4M | · | · | |
| Total Liabilities | $7.01B | $6.67B | $6.79B | $6.11B | $5.35B | $4.16B | $3.31B | $3.36B | $2.53B | $2.60B | $1.91B | $1.44B | |
| Long-term Debt | $354M | · | · | · | · | · | $0 | $8M | $10M | $14M | $0 | $41M | |
| Total Debt | · | · | · | · | · | · | · | · | $0 | $4M | · | · | |
| Common Stock | $101M | $100M | $100M | $86M | $77M | $71M | $71M | $71M | $55M | $54M | $38M | $32M | |
| Retained Earnings | $464M | $395M | $339M | $289M | $234M | $198M | $167M | $131M | $105M | $86M | $72M | $62M | |
| Treasury Stock | $24M | $22M | $21M | $20M | $19M | $19M | $18M | · | · | · | · | · | |
| AOCI | $-101M | $-142M | $-136M | $-152M | $-831.0K | $17M | $8M | $-6M | $-2M | $-6M | $723.0K | $-875.0K | |
| Stockholders' Equity | $959M | $846M | $793M | $633M | $634M | $568M | $527M | $476M | $308M | $281M | $205M | $165M | |
| Liabilities + Equity | $7.97B | $7.52B | $7.59B | $6.74B | $5.99B | $4.73B | $3.84B | $3.84B | $2.84B | $2.88B | $2.11B | $1.61B | |
| Shares Outstanding | 23,986,299 | 23,895,807 | 23,827,137 | 20,452,376 | 18,080,303 | 16,741,207 | 16,673,479 | · | · | · | · | · |
Cash Flow 19
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $20M | $21M | $15M | $15M | $14M | $12M | $11M | $8M | $8M | $8M | $4M | $4M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $1M | $774.0K | $453.0K | $294.0K | $954.0K | $384.0K | $378.0K | $376.0K | |
| Deferred Tax | $-2M | $590.0K | $17M | $-2M | $-3M | $-5M | $2M | $4M | $2M | $-2M | $20.0K | $11.0K | |
| Amort. of Intangibles | $12M | $14M | $9M | $6M | $5M | $5M | $6M | $3M | $2M | $2M | $891.0K | $643.0K | |
| Other Non-cash | $19M | $22M | $-30M | $-22M | $6M | $11M | $2M | $-7M | $8M | $-350.0K | $646.0K | $-2M | |
| Operating Cash Flow | $131M | $124M | $72M | $66M | $70M | $64M | $63M | $42M | $46M | $27M | $22M | $18M | |
| CapEx | $7M | $5M | $4M | $5M | $4M | $2M | $4M | $3M | $1M | $695.0K | $2M | $1M | |
| Investing Cash Flow | $-303M | $-8M | $474M | $-179M | $-482M | $-562M | $-32M | $-11M | $-56M | $-78M | $10M | $-10M | |
| Debt Issued | · | · | · | $0 | $0 | $94M | $0 | $0 | $0 | $15M | $0 | $0 | |
| Net Debt Issued | · | · | · | $0 | $0 | $94M | $-8M | $-10M | $-4M | $15M | · | · | |
| Stock Issued | $1M | $1M | $1M | $1M | $2M | $610.0K | $655.0K | $37M | $4M | $195.0K | $28M | $488.0K | |
| Stock Repurchased | $724.0K | $659.0K | $465.0K | $340.0K | $326.0K | $213.0K | $1M | $138.0K | $797.0K | $0 | $1M | $2M | |
| Net Stock Activity | $396.0K | $395.0K | $539.0K | $904.0K | $2M | $397.0K | $-638.0K | $37M | $4M | $195.0K | $27M | $23M | |
| Dividends Paid | $23M | $22M | $20M | $18M | $15M | $13M | $12M | $9M | $7M | $5M | $3M | $3M | |
| Financing Cash Flow | $305M | $-139M | $-556M | $97M | $164M | $831M | $-87M | $21M | $-77M | $111M | $32M | $-21M | |
| Net Change in Cash | $134M | $-22M | $-9M | $-16M | $-249M | $332M | $-56M | $53M | $-87M | $60M | $64M | $-13M | |
| Taxes Paid | $18M | $-2M | $22M | $23M | $19M | $19M | $16M | $10M | $12M | $13M | $8M | $9M | |
| Free Cash Flow | $124M | $119M | $69M | $61M | $66M | $61M | $59M | $39M | $45M | $27M | $20M | $17M | |
| Levered FCF | · | · | $-14M | $36M | $54M | $48M | $41M | $29M | $41M | $24M | $18M | $15M |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 26.3% | 24.3% | 24.6% | 28.2% | 21.7% | 24.2% | 26.4% | 24.9% | 21.6% | 22.3% | 21.6% | 22.1% | |
| Pretax Margin | 33.5% | 32.1% | 31.6% | 35.2% | 28.1% | 32.0% | 34.8% | 33.0% | 33.8% | 34.4% | 33.7% | 35.4% | |
| EBITDA Margin | 5.7% | 6.4% | 5.3% | 5.8% | 6.1% | 6.3% | 6.0% | 5.4% | 6.6% | 8.1% | 5.8% | 5.7% | |
| ROA | 1.2% | 1.0% | 0.96% | 1.1% | 0.96% | 1.1% | 1.2% | 1.1% | 0.93% | 0.87% | 0.89% | 0.96% | |
| ROE | 9.9% | 9.3% | 9.0% | 11.8% | 8.2% | 8.0% | 9.1% | 8.2% | 9.1% | 9.0% | 8.9% | 9.8% |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | · |
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 | 7.4% | 16.0% | 8.2% | 9.0% | 27.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.5% | 11.0% | 14.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.1% | 4.8% | -12.5% | 25.4% | 6.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 2.1% | 4.8% | 5.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.3% | 14.4% | -5.5% | 41.7% | 13.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.9% | 15.3% | 15.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $349M | $325M | $280M | $259M | $238M | $187M | $182M | $147M | $123M | $98M | $76M | $70M | |
| Net Income TTM | $92M | $79M | $69M | $73M | $51M | $45M | $48M | $37M | $27M | $22M | $17M | $15M | |
| Market Cap | $935M | $880M | $826M | $656M | $774M | $564M | · | · | · | · | · | · | |
| P/E | 10.2 | 11.2 | 11.0 | 8.9 | 14.9 | 12.5 | 12.3 | 12.7 | 18.1 | 16.6 | 14.4 | 10.0 | |
| P/S | 2.7 | 2.7 | 2.9 | 2.5 | 3.3 | 3.0 | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 1.0 | 1.0 | 1.2 | 1.0 | · | · | · | · | · | · | |
| P / Tangible Book | 1.3 | 1.5 | 1.6 | 1.4 | 1.6 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 7.1 | 7.1 | 11.4 | 10.0 | 11.1 | 8.9 | · | · | · | · | · | · | |
| P / FCF | 7.5 | 7.4 | 12.0 | 10.8 | 11.7 | 9.2 | · | · | · | · | · | · | |
| Dividend Yield | 2.5% | 2.5% | 2.4% | 2.7% | 1.9% | 2.3% | · | · | · | · | · | · | |
| Earnings Yield | 9.8% | 9.0% | 9.1% | 11.2% | 6.7% | 8.0% | 8.1% | 7.9% | 5.5% | 6.0% | 7.0% | 10.0% | |
| Payout Ratio | 25.5% | 28.3% | 28.4% | 24.4% | 28.6% | 28.3% | 24.7% | 24.0% | 27.1% | 24.2% | 21.1% | 17.1% | |
| Annual Payout | $23M | $22M | $20M | $18M | $15M | $13M | $12M | $9M | $7M | $5M | $3M | $3M |
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 | · | · | · | · | · | · | · | · | $32M | $32M | · | $30M | $24M | $20M | · | $8M | |
| Interest Income | $115M | $101M | $96M | $96M | $93M | $88M | $90M | $91M | $89M | $88M | $90M | $80M | $66M | $64M | $61M | $57M | |
| Pretax Income | $36M | $34M | $30M | $29M | $30M | $28M | $25M | $25M | $27M | $27M | $22M | $20M | $21M | $25M | $24M | $23M | |
| Income Tax | $9M | $8M | $6M | $6M | $7M | $6M | $6M | $6M | $7M | $6M | $4M | $5M | $5M | $6M | $3M | $5M | |
| Net Income | $28M | $26M | $24M | $22M | $23M | $22M | $19M | $19M | $20M | $21M | $18M | $15M | $17M | $19M | $21M | $18M | |
| EPS (Basic) | $1.05 | $1.06 | $0.99 | $0.94 | $0.98 | $0.93 | $0.81 | $0.81 | $0.83 | $0.86 | $0.74 | $0.68 | $0.81 | $0.94 | $1.01 | $0.88 | |
| EPS (Diluted) | $1.04 | $1.06 | $0.98 | $0.94 | $0.98 | $0.93 | $0.81 | $0.81 | $0.82 | $0.86 | $0.74 | $0.68 | $0.80 | $0.93 | $1.00 | $0.88 | |
| Shares (Basic) | 26,458,805 | 24,777,247 | -47,728,934 | 23,876,020 | 23,867,592 | 23,858,817 | -47,873,517 | 23,905,099 | 23,896,210 | 23,872,731 | -41,461,192 | 22,220,438 | 20,528,717 | 20,492,254 | -40,030,251 | 20,454,669 | |
| Shares (Diluted) | 26,604,784 | 24,893,802 | -47,958,892 | 23,997,198 | 23,988,974 | 23,959,228 | -48,069,453 | 24,006,647 | 23,998,152 | 23,960,335 | -41,642,757 | 22,319,334 | 20,628,239 | 20,563,972 | -40,179,560 | 20,535,215 | |
| EBITDA | · | $5M | · | · | · | $5M | · | · | · | $5M | · | · | · | $3M | · | · |
Balance Sheet 15
| 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) | $102M | $102M | $91M | $95M | $98M | $97M | $100M | $101M | $102M | $102M | · | $102M | $90M | $90M | · | $91M | |
| PP&E (Gross) | · | · | $131M | · | · | · | $137M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $40M | · | · | · | $37M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $204M | $203M | $203M | $203M | $203M | $203M | $203M | $203M | $196M | $196M | · | $196M | $146M | $140M | · | $140M | |
| Intangibles | $70M | $74M | $50M | $52M | $52M | $55M | $59M | $62M | $61M | $64M | · | $71M | $32M | $28M | · | $31M | |
| Total Assets | $9.21B | $9.29B | $7.97B | $7.83B | $7.68B | $7.57B | $7.52B | $7.56B | $7.58B | $7.68B | · | $7.86B | $6.70B | $6.68B | · | $6.65B | |
| Total Liabilities | $8.11B | $8.21B | $7.01B | $6.90B | $6.79B | $6.70B | $6.67B | $6.70B | $6.77B | $6.88B | · | $7.12B | $6.04B | $6.02B | · | $6.05B | |
| Long-term Debt | · | · | $354M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $111M | $111M | $101M | $101M | $101M | $101M | $100M | $100M | $100M | $100M | · | $100M | $87M | $87M | · | $86M | |
| Retained Earnings | $505M | $484M | $464M | $446M | $429M | $412M | $395M | $382M | $368M | $354M | · | $326M | $316M | $304M | · | $273M | |
| Treasury Stock | $26M | $25M | $24M | $23M | $23M | $22M | $22M | $21M | $21M | $21M | · | $20M | $20M | $20M | · | $20M | |
| AOCI | $-105M | $-109M | $-101M | $-110M | $-131M | $-135M | $-142M | $-117M | $-147M | $-148M | · | $-179M | $-152M | $-138M | · | $-168M | |
| Stockholders' Equity | $1.10B | $1.08B | $959M | $932M | $894M | $871M | $846M | $858M | $814M | $798M | $793M | $738M | $661M | $662M | $633M | $601M | |
| Liabilities + Equity | $9.21B | $9.29B | $7.97B | $7.83B | $7.68B | $7.57B | $7.52B | $7.56B | $7.58B | $7.68B | · | $7.86B | $6.70B | $6.68B | · | $6.65B | |
| Shares Outstanding | 26,594,524 | 26,609,307 | 23,986,299 | 23,996,833 | 23,988,845 | 23,981,916 | 23,895,807 | 23,904,051 | 23,895,868 | 23,888,929 | · | 23,830,038 | 20,528,192 | 20,519,717 | · | 20,454,636 |
Cash Flow 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $3M | $3M | $3M | $4M | $4M | |
| Stock-based Comp | $815.0K | $865.0K | $647.0K | $637.0K | $671.0K | $688.0K | $619.0K | $556.0K | $579.0K | $606.0K | $443.0K | $469.0K | $437.0K | $307.0K | $460.0K | $433.0K | |
| Amort. of Intangibles | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $3M | $1M | $2M | $2M | $2M | |
| Other Non-cash | · | $-7M | · | · | · | $20M | · | · | · | $3M | · | · | · | $-3M | · | · | |
| Operating Cash Flow | $26M | $25M | $42M | $33M | $8M | $48M | $38M | $33M | $24M | $29M | $29M | $5M | $18M | $20M | $12M | $34M | |
| CapEx | $2M | $2M | $2M | $1M | $2M | $2M | $1M | $1M | $1M | $1M | $618.0K | $1M | $967.0K | $941.0K | $1M | $1M | |
| Investing Cash Flow | $-91M | $80M | $-163M | $-46M | $-98M | $5M | $-47M | $-30M | $-28M | $97M | $62M | $355M | $-33M | $90M | $-74M | $-11M | |
| Stock Issued | $217.0K | $524.0K | $225.0K | $251.0K | $210.0K | $434.0K | $215.0K | $253.0K | $204.0K | $382.0K | $217.0K | $238.0K | $213.0K | $336.0K | $236.0K | $185.0K | |
| Stock Repurchased | $921.0K | $500.0K | · | · | $0 | $0 | $659.0K | $0 | $0 | $0 | $460.0K | $0 | $0 | $5.0K | $329.0K | $0 | |
| Net Stock Activity | · | $24.0K | · | · | · | $434.0K | · | · | · | $382.0K | · | · | · | $331.0K | · | · | |
| Dividends Paid | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Financing Cash Flow | $-108M | $118M | $99M | $100M | $78M | $28M | $-34M | $-75M | $-116M | $86M | $-331M | $-152M | $20M | $-93M | $54M | $492.0K | |
| Net Change in Cash | $-173M | $222M | $-22M | $87M | $-11M | $80M | $-43M | $-71M | $-120M | $213M | $-240M | $209M | $5M | $17M | $-9M | $23M | |
| Taxes Paid | $21M | $-286.0K | · | · | $9M | $-1M | $-79.0K | $-788.0K | $166.0K | $-823.0K | $6M | $7M | · | · | $525.0K | $4M | |
| Free Cash Flow | · | $23M | · | · | · | $46M | · | · | · | $28M | · | · | · | $19M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $3M | · | · | · | $4M | · | · |
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 | 25.6% | 27.1% | · | 25.2% | 26.8% | 26.3% | · | 24.2% | 24.9% | 25.7% | · | 20.6% | 26.8% | 29.2% | · | 27.6% | |
| Pretax Margin | 33.5% | 34.9% | · | 32.2% | 34.4% | 33.4% | · | 31.5% | 33.7% | 33.7% | · | 27.9% | 34.5% | 37.9% | · | 35.9% | |
| EBITDA Margin | · | 5.5% | · | · | · | 5.9% | · | · | · | 6.7% | · | · | · | 5.3% | · | · | |
| ROA | 0.33% | 0.31% | · | 0.29% | 0.31% | 0.29% | · | 0.25% | 0.28% | 0.29% | · | 0.21% | 0.25% | 0.29% | · | 0.28% | |
| ROE | 2.8% | 2.7% | · | 2.5% | 2.7% | 2.7% | · | 2.4% | 2.7% | 2.8% | · | 2.3% | 2.6% | 2.9% | · | 2.9% |
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) 11
| 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 | $382M | $358M | · | $342M | $331M | $324M | · | $313M | $294M | $281M | · | $266M | $258M | $261M | · | $256M | |
| Net Income TTM | $100M | $94M | · | $88M | $85M | $82M | · | $75M | $72M | $71M | · | $69M | $71M | $71M | · | $69M | |
| Market Cap | $1.28B | $1.10B | · | $909M | $899M | $837M | · | $930M | $786M | $781M | · | $633M | $496M | $559M | · | $654M | |
| P/E | 12.0 | 10.5 | · | 10.3 | 10.6 | 10.2 | · | 12.3 | 10.4 | 10.0 | · | 8.1 | 7.0 | 7.7 | · | 9.1 | |
| P/S | 3.3 | 3.1 | · | 2.7 | 2.7 | 2.6 | · | 3.0 | 2.7 | 2.8 | · | 2.4 | 1.9 | 2.1 | · | 2.6 | |
| P/B | 1.2 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.0 | 1.0 | · | 0.9 | 0.8 | 0.8 | · | 1.1 | |
| P / Tangible Book | 1.5 | 1.4 | · | 1.3 | 1.4 | 1.4 | · | 1.6 | 1.4 | 1.5 | · | 1.3 | 1.0 | 1.1 | · | 1.5 | |
| P / Cash Flow | · | 43.7 | · | · | · | 17.5 | · | · | · | 26.9 | · | · | · | 27.5 | · | · | |
| P / FCF | · | 47.4 | · | · | · | 18.2 | · | · | · | 28.3 | · | · | · | 28.8 | · | · | |
| Earnings Yield | 8.4% | 9.5% | · | 9.7% | 9.4% | 9.8% | · | 8.2% | 9.6% | 10.0% | · | 12.4% | 14.4% | 13.0% | · | 11.0% | |
| Payout Ratio | · | 22.7% | · | · | · | 25.8% | · | · | · | 26.7% | · | · | · | 24.5% | · | · |
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 | $92M | $79M | $69M | $73M | $51M |
| Diluted EPS | $3.83 | $3.30 | $3.15 | $3.60 | $2.87 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $124M | $119M | $69M | $61M | $66M |
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Institutional owners (13F) 177 filers · $461.2M 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 |
|---|---|---|---|---|
| 24 (0 vs prior Q) | 13 (+3 vs prior Q) | 62 (+11 vs prior Q) | 37 (-12 vs prior Q) | -63K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $53,664,304 | 1,115,914 | 11.64% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $51,578,112 | 1,072,533 | 11.18% | Shares |
| VANGUARD GROUP INC | $44,967,390 | 1,153,010 | 9.75% | Shares |
| AMERICAN CENTURY COMPANIES INC | $36,121,553 | 751,124 | 7.83% | Shares |
| STATE STREET CORP | $28,105,527 | 584,436 | 6.09% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $27,322,073 | 567,999 | 5.92% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $16,590,810 | 344,995 | 3.60% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $12,194,181 | 253,570 | 2.64% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9,906,492 | 205,999 | 2.15% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9,750,728 | 202,760 | 2.11% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,978,756 | 165,913 | 1.73% | Shares |
| Rhino Investment Partners, Inc | $7,974,188 | 165,818 | 1.73% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7,861,946 | 163,484 | 1.70% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $7,693,582 | 159,983 | 1.67% | Shares |
| ENDEAVOUR CAPITAL ADVISORS INC | $7,595,046 | 157,934 | 1.65% | Shares |
| GOLDMAN SACHS GROUP INC | $7,443,226 | 154,777 | 1.61% | Shares |
| GENDELL JEFFREY L | $6,611,077 | 137,473 | 1.43% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $6,374,200 | 132,547 | 1.38% | Shares |
| Siena Capital Partners GP, LLC | $6,174,948 | 128,404 | 1.34% | Shares |
| Empowered Funds, LLC | $5,502,121 | 114,413 | 1.19% | Shares |
| COZAD ASSET MANAGEMENT INC | $4,927,782 | 102,470 | 1.07% | Shares |
| DEPRINCE RACE & ZOLLO INC | $4,887,894 | 118,667 | 1.06% | Shares |
| TWO SIGMA INVESTMENTS, LP | $4,827,370 | 100,382 | 1.05% | Shares |
| BlackRock, Inc. | $4,533,108 | 94,263 | 0.98% | Shares |
| Western Wealth Management, LLC | $4,085,919 | 84,964 | 0.89% | Shares |
| Bank of New York Mellon Corp | $3,350,863 | 69,679 | 0.73% | Shares |
| MONETA GROUP INVESTMENT ADVISORS LLC | $3,191,637 | 66,368 | 0.69% | Shares |
| Boston Partners | $2,959,460 | 61,540 | 0.64% | Shares |
| TUDOR INVESTMENT CORP ET AL | $2,552,810 | 53,084 | 0.55% | Shares |
| CITADEL ADVISORS LLC | $2,460,861 | 51,172 | 0.53% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2,266,686 | 55,030 | 0.49% | Shares |
| Swiss National Bank | $2,245,803 | 46,700 | 0.49% | Shares |
| MALTESE CAPITAL MANAGEMENT LLC | $2,204,205 | 45,835 | 0.48% | Shares |
| AMERIPRISE FINANCIAL INC | $2,147,556 | 44,657 | 0.47% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,984,434 | 41,265 | 0.43% | Shares |
| Fisher Asset Management, LLC | $1,894,518 | 39,395 | 0.41% | Shares |
| Quantinno Capital Management LP | $1,795,873 | 37,344 | 0.39% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $1,615,824 | 33,600 | 0.35% | Shares |
| HoldCo Asset Management, LP | $1,600,628 | 33,284 | 0.35% | Shares |
| RHUMBLINE ADVISERS | $1,386,283 | 28,827 | 0.30% | Shares |
| Mariner, LLC | $1,374,962 | 28,591 | 0.30% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,360,226 | 28,285 | 0.29% | Shares |
| Visionary Wealth Advisors | $1,352,820 | 28,131 | 0.29% | Shares |
| State of New Jersey Common Pension Fund D | $1,249,667 | 25,986 | 0.27% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $1,241,540 | 25,817 | 0.27% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $1,233,460 | 25,649 | 0.27% | Shares |
| Armstrong, Fleming & Moore, Inc | $1,198,884 | 24,930 | 0.26% | Shares |
| DEUTSCHE BANK AG\ | $1,173,396 | 24,400 | 0.25% | Shares |
| GLOBEFLEX CAPITAL L P | $1,140,406 | 23,714 | 0.25% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,123,190 | 23,356 | 0.24% | Shares |
| DUNCKER STREETT & CO INC | $1,116,217 | 23,211 | 0.24% | Shares |
| ALLIANCEBERNSTEIN L.P. | $1,031,604 | 25,045 | 0.22% | Shares |
| MAI Capital Management | $945,979 | 19,671 | 0.21% | Shares |
| MORGAN STANLEY | $941,137 | 19,570 | 0.20% | Shares |
| Cetera Investment Advisers | $844,412 | 17,559 | 0.18% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $815,703 | 16,962 | 0.18% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $804,647 | 19,535 | 0.17% | Shares |
| FMR LLC | $737,941 | 15,345 | 0.16% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $725,486 | 15,086 | 0.16% | Shares |
| MetLife Investment Management, LLC | $691,246 | 14,374 | 0.15% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $663,642 | 13,800 | 0.14% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $625,795 | 13,013 | 0.14% | Shares |
| Valeo Financial Advisors, LLC | $603,818 | 12,556 | 0.13% | Shares |
| Sequoia Financial Advisors, LLC | $592,469 | 12,320 | 0.13% | Shares |
| IEQ CAPITAL, LLC | $587,564 | 12,218 | 0.13% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $586,698 | 12,200 | 0.13% | Put option |
| STRS OHIO | $577,080 | 12,000 | 0.13% | Shares |
| HSBC HOLDINGS PLC | $574,009 | 11,966 | 0.12% | Shares |
| JANUS HENDERSON GROUP PLC | $560,029 | 13,588 | 0.12% | Shares |
| Estate Counselors, LLC | $547,505 | 11,385 | 0.12% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $545,485 | 11,343 | 0.12% | Shares |
| FRANKLIN RESOURCES INC | $527,018 | 10,959 | 0.11% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $517,496 | 10,761 | 0.11% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $506,099 | 10,524 | 0.11% | Shares |
| Vanguard Global Advisers, LLC | $493,500 | 10,262 | 0.11% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $489,941 | 10,188 | 0.11% | Shares |
| MILLENNIUM MANAGEMENT LLC | $477,053 | 9,920 | 0.10% | Shares |
| FIRST TRUST ADVISORS LP | $472,772 | 9,831 | 0.10% | Shares |
| Invesco Ltd. | $470,224 | 9,778 | 0.10% | Shares |
| Balyasny Asset Management L.P. | $455,893 | 9,480 | 0.10% | Shares |
| FIFTH THIRD BANCORP | $454,643 | 9,454 | 0.10% | Shares |
| BARCLAYS PLC | $449,978 | 9,357 | 0.10% | Shares |
| US BANCORP \DE\ | $427,712 | 8,894 | 0.09% | Shares |
| SEI INVESTMENTS CO | $412,853 | 8,585 | 0.09% | Shares |
| Russell Investments Group, Ltd. | $391,837 | 8,148 | 0.08% | Shares |
| Vanguard Investments Australia, Ltd. | $391,693 | 8,145 | 0.08% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $372,361 | 7,743 | 0.08% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $368,225 | 7,657 | 0.08% | Shares |
| KLP KAPITALFORVALTNING AS | $351,057 | 7,300 | 0.08% | Shares |
| Police & Firemen's Retirement System of New Jersey | $349,374 | 7,265 | 0.08% | Shares |
| Sterling Capital Management LLC | $317,634 | 6,605 | 0.07% | Shares |
| CarsonAllaria Wealth Management, Ltd. | $313,212 | 6,513 | 0.07% | Shares |
| CHOREO, LLC | $310,811 | 6,463 | 0.07% | Shares |
| ARIZONA STATE RETIREMENT SYSTEM | $309,123 | 6,428 | 0.07% | Shares |
| FORTE CAPITAL LLC /ADV | $299,920 | 8,000 | 0.07% | Shares |
| LPL Financial LLC | $297,581 | 6,188 | 0.06% | Shares |
| FEDERATED HERMES, INC. | $286,280 | 5,953 | 0.06% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $278,441 | 5,790 | 0.06% | Shares |
| CWM, LLC | $261,474 | 6,348 | 0.06% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $256,704 | 5,338 | 0.06% | Shares |
Company insiders 45 insiders · 24 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Matthew K Smith | CEO & President | July 2, 2026 A | 2,213 | 0 | 0 | $0 |
| Bradley L Beesley | EVP, CEO First Mid Wealth Mgmt | Feb. 4, 2026 S | 12,378 | 0 | 1 | $-264,000 |
| Joseph R Dively | Chairman & CEO | Feb. 2, 2026 A | 108,893 | 0 | 0 | $0 |
| Clay M Dean | CEO-First Mid Insurance Group | Dec. 24, 2025 S | 278 | 0 | 2 | $-196,900 |
| Jordan D. Read | EVP, CFO & Chief Risk Officer | Feb. 2, 2026 A | 11,670 | 0 | 0 | $0 |
| Michael L Taylor | Chief Operating Officer | Feb. 2, 2026 A | 35,028 | 0 | 0 | $0 |
| Eric S Mcrae | EVP, Chief Lending Officer | July 2, 2026 A | 8,442 | 0 | 0 | $0 |
| Regina P Nelson | EVP, Chief Marketing Officer | May 8, 2026 A | 1,000 | 0 | 0 | $0 |
| Stas R Wolak | EVP Chief Retail Banking Ofc. | Feb. 20, 2026 S | 3,630 | 0 | 1 | $-18,778 |
| Jeremy R Frieburg | SVP, Chief Information Officer | Feb. 2, 2026 A | 4,557 | 0 | 0 | $0 |
| Megan E Mcelwee | EVP, Chief Credit Officer | Feb. 2, 2026 A | 8,248 | 0 | 0 | $0 |
| Anya Y Schuetz | SVP, Director of Project Mgmt | Feb. 2, 2026 A | 3,650 | 0 | 0 | $0 |
| Jason M Crowder | EVP, General Counsel | Feb. 2, 2026 A | 12,783 | 0 | 0 | $0 |
| Rhonda G Gatons | EVP, Chief Human Resources Ofc | Feb. 2, 2026 A | 11,925 | 0 | 0 | $0 |
| Amanda D Lewis | EVP, Chief Operations Officer | Feb. 2, 2026 A | 12,385 | 0 | 0 | $0 |
| David R. Hiden | SVP, Chief Information Officer | Jan. 29, 2024 A | 5,534 | 0 | 0 | $0 |
| Laurel G Allenbaugh | Executive Vice President | Dec. 15, 2023 F | 10,346 | 0 | 0 | $0 |
| Christopher L Slabach | SVP, Chief Risk Officer | Dec. 15, 2021 F | 6,167 | 0 | 0 | $0 |
| John W Hedges | EVP-Chief Credit Officer | May 16, 2016 C | 2,388 | 0 | 0 | $0 |
| Charles Allen Lefebvre | EVP-Wealth Management | Nov. 19, 2014 P | 5,132 | 0 | 0 | $0 |
| Kelly A Downs | SVP, Retail Services | Aug. 6, 2012 M | 30 | 0 | 0 | $0 |
| Stanley E Gilliland | Vice President | Dec. 21, 2007 P | 10,767 | 0 | 0 | $0 |
| Christie L Wright | Vice President/Secretary | June 15, 2007 J | 3,857 | 0 | 0 | $0 |
| Robert J Swift | EVP for Trust | Nov. 29, 2006 P | 1,250 | 0 | 0 | $0 |
| James Edwin Zimmer | Director | July 2, 2026 A | 18,604 | 5 | 0 | $9,474 |
| Robert S Cook | Director | July 2, 2026 A | 7,135 | 0 | 0 | $0 |
| Mary Westerhold | Director | July 2, 2026 A | 15,639 | 0 | 0 | $0 |
| Alex J Melvin | Director | Feb. 2, 2026 A | 137,598 | 0 | 0 | $0 |
| Gisele A Marcus | Director | Feb. 2, 2026 A | 3,400 | 0 | 0 | $0 |
| James Kyle Mccurry | Director | Feb. 2, 2026 A | 6,258 | 0 | 0 | $0 |
| Zachary Horn | Director | Feb. 2, 2026 A | 6,725 | 0 | 0 | $0 |
| Holly B Adams | Director | Feb. 2, 2026 A | 156,942 | 0 | 0 | $0 |
| Paul Laurence Palmby | Director | Feb. 2, 2026 A | 5,585 | 0 | 0 | $0 |
| Todd J James | Director | Jan. 29, 2024 A | 950 | 0 | 0 | $0 |
| Steven L Grissom | Director | March 21, 2023 A | 52,346 | 0 | 0 | $0 |
| Ray A Sparks | Director | April 1, 2022 A | 28,936 | 0 | 0 | $0 |
| Gary W Melvin | Director | May 1, 2018 A | 675,981 | 0 | 0 | $0 |
| William S Rowland | Director | Aug. 14, 2017 S | 48,407 | 0 | 0 | $0 |
| Daniel E Marvin JR | Director | June 16, 2008 J | 10,836 | 0 | 0 | $0 |
| Kenneth R Diepholz | Director | June 3, 2008 M | 19,882 | 0 | 0 | $0 |
| Elizabeth L Celio | 10% owner | Nov. 17, 2014 C | 566,263 | 0 | 0 | $0 |
| ADAMS CHARLES A /TX | 10% owner | Nov. 17, 2014 C | 192,516 | 0 | 0 | $0 |
| Benjamin I. Lumpkin | — | Aug. 4, 2014 G | 310,416 | 0 | 0 | $0 |
| Richard Anthony Lumpkin | — | Aug. 4, 2014 J | 0 | 0 | 0 | $0 |
| Sara Jane Preston | — | Feb. 11, 2011 P | 7,879 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 24 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 |
|---|---|---|---|---|---|
| Elizabeth Paige Laurie, Trustee of the EPL LINCO Trust, dated December 1, 2015 ×2 filings | Aug. 8, 2024 | — | Initial filing | M&A / sale | SEC |
| Elizabeth L. Celio ×8 filings | Sept. 20, 2023 | — | Initial filing | Passive investment | SEC |
| Benjamin I. Lumpkin ×7 filings | Dec. 14, 2018 | — | Initial filing | Passive investment | SEC |
| Steven L. Grissom ×6 filings | Dec. 18, 2017 | — | Initial filing | Passive investment | SEC |
| David R. Hodgman ×6 filings | Oct. 4, 2016 | — | Initial filing | Passive investment | SEC |
| Gary W. Melvin ×2 filings | Sept. 27, 2016 | — | Initial filing | Passive investment | SEC |
| Charles Albert Adams ×4 filings | June 24, 2015 | — | Initial filing | Passive investment | SEC |
| Ray A. Sparks | June 24, 2015 | — | Initial filing | Passive investment | SEC |
| Kermit Speer ×2 filings | Nov. 26, 2014 | — | Initial filing | Passive investment | SEC |
| Richard Anthony Lumpkin ×3 filings | Aug. 5, 2014 | — | Initial filing | Passive investment | SEC |
| MELVIN GARY W ×2 filings | Aug. 27, 2012 | — | Initial filing | Passive investment | SEC |
| Celio Elizabeth L ×2 filings | July 6, 2012 | — | Initial filing | Passive investment | SEC |
| Lumpkin Benjamin I. ×2 filings | July 6, 2012 | — | Initial filing | Passive investment | SEC |
| GRISSOM STEVEN L | Feb. 23, 2009 | — | Initial filing | Passive investment | SEC |
| HODGMAN DAVID R | Feb. 23, 2009 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 45 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0.47% | 18,707 SH | Aug. 8, 2026 | Daily |
| IWC · iShares Trust | 0.29% | 84,630 SH | Aug. 8, 2026 | Daily |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.10% | 590,340 NS | May 31, 2026 | N-PORT |
| IWN · iShares Trust | 0.08% | 232,639 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.08% | 21,458 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.08% | 49,009 NS | May 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.06% | 101,153 NS | April 30, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 2,354 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 141,705 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.04% | 619,076 SH | Aug. 8, 2026 | Daily |
| ISCV · iShares Trust | 0.04% | 5,304 SH | Aug. 8, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.04% | 118,173 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 8,016 NS | May 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.03% | 5,535 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.03% | 9,445 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.03% | 86,623 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.02% | 1,024 NS | May 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 11,898 SH | Aug. 8, 2026 | Daily |
| SCHA · SCHWAB STRATEGIC TRUST | 0.02% | 105,964 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.02% | 1,018 SH | Aug. 8, 2026 | Daily |
| UWM · ProShares Trust | 0.01% | 801 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 6,365 NS | April 30, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 1,408 SH | Aug. 8, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.01% | 5,640 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.01% | 809 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 279,425 SH | Aug. 8, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.01% | 136,837 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 37,461 SH | Aug. 8, 2026 | Daily |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 973 NS | May 31, 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 13,151 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 46,501 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 20 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 10,562 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,875 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 1,283 NS | April 30, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 376 NS | May 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 6,228 NS | April 30, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 7,065 SH | Aug. 8, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 8,330 NS | April 30, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 32,324 SH | Aug. 8, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 11,727 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 16 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 192 NS | April 30, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 770,986 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,999 SH | Aug. 8, 2026 | Daily |