MPB Mid Penn Bancorp - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$37.87
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$27–$39
90% of range
Analyst Rating
BUY
7 analysts
Price Target
$40
+7% upside
P/E (TTM)
16.6
ROE
7.1%
Net Profit Margin
24.9%

MPB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$37.87
Market Cap
$978M
P/E (TTM)
16.6
EPS (TTM)
$2.55
Revenue (TTM)
—
Div Yield
1.9%
ROE
7.1%
Debt/Equity
0.0
52W Range
$27 – $39

MPB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $2.55
9-point trend, +52.7%
2017-12-31 → 2025-12-31
Free Cash Flow $72M
9-point trend, +234.0%
2016-12-31 → 2025-12-31
Margins 24.9%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
MPB
Peer Median
P/E (TTM)
5-point trend, +3.9%
16.6
13.0
P/S (TTM)
5-point trend, -18.7%
4.3
2.5
P/B
5-point trend, -15.0%
1.2
1.1
Price / FCF
5-point trend, +22.7%
13.6
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
MPB
Peer Median
Net Profit Margin
5-point trend, +10.5%
24.9%
30.4%
ROA
5-point trend, +27.6%
0.97%
1.0%
ROE
5-point trend, +1.3%
7.1%
9.2%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
MPB
Peer Median
Debt / Equity
5-point trend, -94.8%
0.0
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
MPB
Peer Median
Revenue YoY
26.1%
—
Revenue CAGR 3Y
9.6%
—
Revenue CAGR 5Y
16.3%
—
EPS YoY
5-point trend, -5.9%
-12.1%
—
Net Income YoY
5-point trend, +91.8%
13.8%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
MPB
Peer Median
EPS (Diluted)
5-point trend, -5.9%
$2.55
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
MPB
Peer Median
Payout Ratio
5-point trend, +6.7%
32.3%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.9%
Payout Ratio
32.3%
5Y Div CAGR
—
Ex-dateAmount
Aug. 3, 2026$0.2300
May 4, 2026$0.2200
Feb. 6, 2026$0.2700
Nov. 10, 2025$0.2200
Aug. 8, 2025$0.2000
May 8, 2025$0.2000
Feb. 7, 2025$0.2000
Nov. 8, 2024$0.2000
Aug. 9, 2024$0.2000
May 9, 2024$0.2000
Feb. 8, 2024$0.2000
Nov. 9, 2023$0.2000
Aug. 9, 2023$0.2000
May 9, 2023$0.2000
Feb. 9, 2023$0.2000
Nov. 9, 2022$0.2000
Aug. 9, 2022$0.2000
May 9, 2022$0.2000
Feb. 10, 2022$0.2000
Nov. 9, 2021$0.2000

MPB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 7 analysts
  • Strong Buy 2 28.6%
  • Buy 4 57.1%
  • Hold 1 14.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-18
Median target $41.00 +8.3%
Mean target $40.33 +6.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.87 $0.80 0.07%
March 31, 2026 $0.39 $0.80 -0.41%
Dec. 31, 2025 $0.83 $0.85 -0.02%
Sept. 30, 2025 $0.79 $0.59 0.20%
June 30, 2025 $0.32 $0.37 -0.05%
March 31, 2025 $0.71 $0.66 0.05%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MPB $715M 12.2 26.1% 24.9% 7.1% —
CAC $734M 11.3 17.0% 156.1% 9.7% —
SBSI — 13.3 -8.1% 29.2% 8.4% —
THFF $718M 9.0 20.2% 30.2% 12.8% —
TRST $745M 12.7 9.4% 32.5% 8.9% —
FMNB — 9.2 3.9% — — —
HAFC $808M 10.8 15.3% 28.2% 9.8% —
NBBK $907M 14.8 23.0% 23.5% 6.3% —
FCBC $618M 12.7 0.99% 29.1% 9.7% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +1918.7% · · $89M $18M $15M $20M $25M $13M $6M $5M $5M $4M
Interest Income 12-point trend, +957.1% $324M $287M $236M $166M $123M $108M $95M $69M $44M $40M $36M $31M
Pretax Income 12-point trend, +910.3% $72M $60M $45M $67M $36M $31M $21M $13M $12M $10M $8M $7M
Income Tax 12-point trend, +1002.7% $16M $11M $7M $13M $7M $5M $4M $2M $4M $2M $2M $1M
Net Income 12-point trend, +886.6% $56M $49M $37M $55M $29M $26M $18M $11M $7M $8M $7M $6M
EPS (Basic) 12-point trend, +69.3% $2.59 $2.90 $2.29 $3.44 $2.71 $3.11 $2.09 $1.48 $1.67 $1.85 $1.47 $1.53
EPS (Diluted) 11-point trend, +66.7% $2.55 $2.90 $2.29 $3.44 $2.71 $3.10 $2.09 $1.48 $1.67 · $1.47 $1.53
Shares (Basic) 12-point trend, +522.4% 21,757,060 17,026,240 16,319,006 15,912,877 10,806,009 8,439,427 8,468,586 7,071,091 4,236,616 4,229,284 4,106,548 3,495,705
Shares (Diluted) 11-point trend, +530.0% 22,022,475 17,070,862 16,350,963 15,934,635 10,819,579 8,443,092 8,492,073 7,091,797 4,252,561 · 4,106,548 3,495,705
Balance Sheet 18
Annual Balance Sheet data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 2-point trend, +34.4% · · · · · · · · · · $13M $10M
PP&E (Net) 12-point trend, +298.7% $49M $39M $37M $34M $33M $25M $25M $25M $16M $11M $14M $12M
PP&E (Gross) 12-point trend, +239.3% $73M $67M $63M $56M $51M $40M $38M $37M $26M $22M $24M $21M
Accum. Depreciation 12-point trend, +160.1% $24M $28M $26M $22M $17M $15M $13M $12M $10M $10M $10M $9M
Goodwill 12-point trend, +13346.9% $137M $128M $127M $114M $114M $63M $63M $63M $4M $4M $4M $1M
Intangibles 12-point trend, +7738.0% $15M $6M $6M $7M $9M $4M $6M $7M $434.0K $539.0K $665.0K $187.0K
Total Assets 12-point trend, +711.7% $6.13B $5.47B $5.29B $4.50B $4.69B $3.00B $2.23B $2.08B $1.17B $1.03B $932M $756M
Short-term Debt 11-point trend, +3504.3% $21M $2M $242M $103M $0 $126M $0 $43M $35M · $32M $578.0K
Total Liabilities 12-point trend, +663.8% $5.32B $4.82B $4.75B $3.99B $4.20B $2.74B $1.99B $1.85B $1.09B $962M $862M $697M
Total Debt 9-point trend, +3504.3% $21M $2M $242M $103M · $126M · $43M $35M · $32M $578.0K
Common Stock 12-point trend, +573.7% $24M $20M $17M $16M $16M $9M $8M $8M $4M $4M $4M $3M
Paid-in Capital 11-point trend, +1871.2% $589M $480M $406M $387M $385M $179M $178M $178M $41M · $41M $30M
Retained Earnings 12-point trend, +1043.2% $220M $182M $146M $133M $91M $70M $51M $40M $33M $28M $23M $19M
Treasury Stock 6-point trend, +584.8% $12M $10M $10M $5M $2M $2M · · · · · ·
AOCI 12-point trend, -517.9% $-6M $-17M $-17M $-19M $158.0K $-57.0K $343.0K $-2M $-2M $-3M $2M $2M
Stockholders' Equity 12-point trend, +1276.7% $814M $655M $542M $512M $490M $256M $238M $224M $76M $70M $70M $59M
Liabilities + Equity 12-point trend, +711.7% $6.13B $5.47B $5.29B $4.50B $4.69B $3.00B $2.23B $2.08B $1.17B $1.03B $932M $756M
Shares Outstanding 12-point trend, +558.9% 23,047,203 19,796,519 16,998,929 16,094,486 16,056,282 8,419,183 8,480,938 8,459,918 4,242,216 4,233,297 4,226,717 3,497,829
Cash Flow 17
Annual Cash Flow data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 6-point trend, +382.9% $2M $1M $1M $1M $696.0K $414.0K · · · · · ·
Deferred Tax 12-point trend, +12502.7% $14M $2M $-2M $2M $484.0K $-1M $665.0K $1M $2M $-336.0K $997.0K $-112.0K
Amort. of Intangibles 12-point trend, +4734.9% $3M $2M $2M $2M $1M $1M $1M $1M $104.0K $126.0K $114.0K $63.0K
Operating Cash Flow 12-point trend, +823.1% $80M $51M $52M $60M $66M $14M $8M $11M $12M $22M $13M $9M
CapEx 12-point trend, +716.1% $8M $7M $3M $4M $3M $4M $4M $9M $7M $775.0K $1M $1M
Investing Cash Flow 10-point trend, +195.8% $83M $-209M $-409M $-705M $169M $-589M $-27M $22M $-164M $-87M · ·
Debt Issued 9-point trend, -100.0% $0 $0 $25M $0 $0 $70M $14M $30M · · · $30M
Net Debt Issued 7-point trend, -100.0% $0 $0 $25M $0 · $70M · $30M · · · $30M
Stock Issued 6-point trend, +0.00 $0 $76M $0 $0 $70M $0 · · · · · ·
Stock Repurchased 6-point trend, +25.3% $2M $323.0K $5M $3M $128.0K $2M · · · · · ·
Net Stock Activity 6-point trend, -25.3% $-2M $76M $-5M $-3M $-128.0K $-2M · · · · · ·
Dividends Paid 12-point trend, +1053.0% $18M $14M $13M $13M $9M $7M $7M $5M $2M $2M $2M $2M
Financing Cash Flow 10-point trend, -238.1% $-135M $131M $392M $-208M $375M $740M $118M $-16M $129M $98M · ·
Net Change in Cash 12-point trend, +2152.1% $28M $-26M $36M $-853M $610M $165M $99M $17M $-22M $33M $3M $1M
Taxes Paid $6M · · · · · · · · · · ·
Free Cash Flow 11-point trend, +837.2% $72M $44M $49M $56M $62M $10M · $2M $5M $21M $12M $8M
Levered FCF 9-point trend, -718.9% · · $-26M $41M $50M $-6M · $-9M $1M $17M $8M $4M
Profitability 4
Annual Profitability data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, +28.6% 24.9% 27.6% 22.4% 32.0% 22.5% 24.7% · 16.7% 16.4% 19.1% 18.1% 19.4%
Pretax Margin 11-point trend, +31.7% 32.0% 33.5% 26.8% 39.3% 27.7% 29.5% · 20.1% 26.8% 24.7% 22.7% 24.3%
ROA 11-point trend, +24.4% 0.97% 0.92% 0.76% 1.2% 0.76% 1.0% · 0.65% 0.64% 0.79% 0.77% 0.78%
ROE 11-point trend, -26.8% 7.1% 8.1% 7.0% 10.8% 7.0% 10.4% · 4.8% 9.3% 10.7% 9.0% 9.7%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 9-point trend, +161.2% 0.0 0.0 0.4 0.2 · 0.5 · 0.2 0.5 · 0.5 0.0
Efficiency 1
Annual Efficiency data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -3.0% 0.0 0.0 0.0 0.0 0.0 0.0 · 0.0 0.0 0.0 0.0 0.0
Per Share 7
Annual Per Share data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +108.9% $35.32 $33.84 $32.72 $32.24 $30.71 $30.37 · $26.38 $17.85 · $16.58 $16.90
Revenue / Share 8-point trend, +21.8% $10.26 $10.50 $10.21 $10.76 $12.02 $12.57 · · · · $8.76 $8.42
Cash Flow / Share 8-point trend, +46.5% $3.63 $3.01 $3.18 $3.76 $6.09 $1.67 · · · · $3.21 $2.48
Cash / Share 2-point trend, +11.2% · · · · · · · · · · $3.14 $2.83
Dividend / Share 12-point trend, +86.7% $1 $1 $1 $1 $1 $1 $1 $0 $1 $1 $0 $0
Dividend Paid / Share 2-point trend, -2.2% · · · · · · · · · · $0 $0
EPS (TTM) 12-point trend, +66.7% $2.55 $2.90 $2.29 $3.44 $2.71 $3.10 $2.09 $1.48 $1.67 $1.47 $1.47 $1.53
Growth Rates 10
Annual Growth Rates data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +15.5% 26.1% 7.3% -2.6% 31.8% 22.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -41.0% 9.6% 11.3% 16.3% · · · · · · · · ·
Revenue CAGR 5Y 16.3% · · · · · · · · · · ·
EPS YoY 5-point trend, +4.1% -12.1% 26.6% -33.4% 26.9% -12.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, +1.0% -9.5% 2.3% -9.6% · · · · · · · · ·
EPS CAGR 5Y -3.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, +16.1% 13.8% 32.2% -31.8% 86.9% 11.9% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -93.1% 0.87% 19.0% 12.6% · · · · · · · · ·
Net Income CAGR 5Y 16.5% · · · · · · · · · · ·
Dividend CAGR 5Y 22.8% · · · · · · · · · · ·
Valuation (TTM) 16
Annual Valuation (TTM) data for MPB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +666.3% $226M $179M $167M $171M $130M $106M $83M $63M $43M $41M $36M $29M
Net Income TTM 12-point trend, +886.6% $56M $49M $37M $55M $29M $26M $18M $11M $7M $8M $7M $6M
Market Cap 10-point trend, +1214.4% $715M $558M $402M $476M $507M $184M · $195M $140M · $68M $54M
Enterprise Value 2-point trend, +91.5% · · · · · · · · · · $86M $45M
P/E 12-point trend, +19.7% 12.2 9.9 10.6 8.7 11.7 7.1 13.8 15.6 19.8 16.2 11.0 10.2
P/S 10-point trend, +71.5% 3.2 3.1 2.4 2.8 3.9 1.7 · 3.1 3.2 · 1.9 1.8
P/B 10-point trend, -4.5% 0.9 0.9 0.7 0.9 1.0 0.7 · 0.9 1.9 · 1.0 0.9
P / Tangible Book 6-point trend, +10.3% 1.1 1.1 1.0 1.2 1.4 1.0 · · · · · ·
P / Cash Flow 10-point trend, +42.4% 8.9 10.9 7.7 7.9 7.7 13.1 · 17.7 11.8 · 5.2 6.3
P / FCF 10-point trend, +40.2% 10.0 12.6 8.2 8.5 8.1 17.8 · 96.2 28.0 · 5.8 7.1
EV / FCF 2-point trend, +25.3% · · · · · · · · · · 7.4 5.9
EV / Revenue 2-point trend, +56.9% · · · · · · · · · · 2.4 1.5
Dividend Yield 10-point trend, -12.4% 2.5% 2.5% 3.2% 2.7% 1.8% 3.5% · 2.3% 1.6% · 2.6% 2.9%
Earnings Yield 12-point trend, -16.5% 8.2% 10.1% 9.4% 11.5% 8.5% 14.2% 7.3% 6.4% 5.1% 6.2% 9.1% 9.8%
Payout Ratio 11-point trend, +16.9% 32.3% 28.0% 34.7% 23.2% 30.3% 24.8% · 42.6% 31.1% 36.8% 27.3% 27.6%
Annual Payout 12-point trend, +1053.0% $18M $14M $13M $13M $9M $7M $7M $5M $2M $2M $2M $2M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $56M$49M$37M$55M$29M
Diluted EPS $2.55$2.90$2.29$3.44$2.71
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.00.00.40.2—
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $72M$44M$49M$56M$62M

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 154 filers · $408.2M 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
26 (+1 vs prior Q) 18 (+9 vs prior Q) 51 (-4 vs prior Q) 27 (0 vs prior Q) +1.3M

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
WELLINGTON MANAGEMENT GROUP LLP $80,380,792 2,307,141 19.69% Shares
VANGUARD CAPITAL MANAGEMENT LLC $34,816,483 999,325 8.53% Shares
VANGUARD GROUP INC $33,068,313 1,066,032 8.10% Shares
DIMENSIONAL FUND ADVISORS LP $29,851,609 856,820 7.31% Shares
ALLIANCEBERNSTEIN L.P. $26,603,556 827,225 6.52% Shares
STATE STREET CORP $24,254,598 696,171 5.94% Shares
GEODE CAPITAL MANAGEMENT, LLC $17,320,719 497,004 4.24% Shares
AMERICAN CENTURY COMPANIES INC $12,391,508 355,669 3.04% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9,429,202 270,643 2.31% Shares
BANC FUNDS CO LLC $7,246,093 207,982 1.78% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $6,732,238 193,233 1.65% Shares
Petiole USA ltd $6,703,599 192,411 1.64% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6,404,986 183,840 1.57% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $5,712,227 163,956 1.40% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $5,658,399 162,411 1.39% Shares
VANGUARD FIDUCIARY TRUST CO $5,132,071 147,304 1.26% Shares
PNC Financial Services Group, Inc. $4,698,348 134,855 1.15% Shares
CITADEL ADVISORS LLC $4,644,590 133,312 1.14% Shares
Qube Research & Technologies Ltd $4,622,536 132,679 1.13% Shares
DEPRINCE RACE & ZOLLO INC $4,420,456 137,452 1.08% Shares
KENNEDY CAPITAL MANAGEMENT LLC $4,000,921 114,837 0.98% Shares
Empowered Funds, LLC $3,914,379 112,353 0.96% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3,905,808 112,107 0.96% Shares
GENDELL JEFFREY L $3,772,162 108,271 0.92% Shares
ROYCE & ASSOCIATES LP $3,708,962 106,457 0.91% Shares
De Lisle Partners LLP $3,238,240 92,824 0.79% Shares
Bank of New York Mellon Corp $2,667,420 76,562 0.65% Shares
GOLDMAN SACHS GROUP INC $2,634,392 75,614 0.65% Shares
TWO SIGMA INVESTMENTS, LP $2,287,316 65,652 0.56% Shares
Russell Investments Group, Ltd. $2,084,199 59,822 0.51% Shares
Rhino Investment Partners, Inc $2,070,158 59,419 0.51% Shares
MANGROVE PARTNERS IM, LLC $1,996,332 57,300 0.49% Shares
RKL Wealth Management LLC $1,924,209 55,230 0.47% Shares
Minerva Advisors LLC $1,887,527 54,177 0.46% Shares
BARCLAYS PLC $1,786,665 51,282 0.44% Shares
BANK OF AMERICA CORP /DE/ $1,738,063 49,887 0.43% Shares
Wilmington Savings Fund Society, FSB $1,721,096 49,400 0.42% Shares
MILLENNIUM MANAGEMENT LLC $1,669,150 47,909 0.41% Shares
Curi Capital, LLC $1,386,493 39,796 0.34% Shares
FIRST MANHATTAN CO. LLC. $1,211,979 34,787 0.30% Shares
EMERALD ADVISERS, LLC $1,124,461 32,275 0.28% Shares
Oppenheimer & Close, LLC $1,113,138 31,950 0.27% Shares
RHUMBLINE ADVISERS $984,255 28,251 0.24% Shares
ExodusPoint Capital Management, LP $959,737 27,547 0.24% Shares
GRACE & WHITE INC /NY $951,968 27,324 0.23% Shares
Wharton Business Group, LLC $944,443 27,108 0.23% Shares
D. E. Shaw & Co., Inc. $902,251 25,897 0.22% Shares
AdvisorNet Financial, Inc $901,171 25,866 0.22% Shares
KENNEDY INVESTMENT GROUP, INC. $878,747 25,222 0.22% Shares
Vanguard Global Advisers, LLC $751,429 21,568 0.18% Shares
DEUTSCHE BANK AG\ $735,751 21,118 0.18% Shares
Quantinno Capital Management LP $722,338 20,733 0.18% Shares
CNB Bank $701,678 20,140 0.17% Shares
Connor, Clark & Lunn Investment Management Ltd. $694,919 19,946 0.17% Shares
XTX Topco Ltd $693,211 19,897 0.17% Shares
Squarepoint Ops LLC $645,097 18,516 0.16% Shares
SEI INVESTMENTS CO $591,130 16,967 0.14% Shares
RAYMOND JAMES FINANCIAL INC $570,112 16,364 0.14% Shares
MARSHALL WACE, LLP $537,791 15,436 0.13% Shares
Summit Trail Advisors, LLC $533,609 15,316 0.13% Shares
FRANKLIN RESOURCES INC $503,055 14,439 0.12% Shares
CHOREO, LLC $463,755 13,311 0.11% Shares
Mystic Asset Management, Inc. $460,585 13,220 0.11% Shares
Rafferty Asset Management, LLC $455,742 13,081 0.11% Shares
NEW WAVE WEALTH ADVISORS LLC $442,015 12,687 0.11% Shares
MetLife Investment Management, LLC $441,353 12,668 0.11% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $440,448 12,642 0.11% Shares
Brandywine Global Investment Management, LLC $429,317 13,840 0.11% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $421,425 12,096 0.10% Shares
CWM, LLC $404,155 12,567 0.10% Shares
AMERIPRISE FINANCIAL INC $397,176 11,400 0.10% Shares
BlackRock, Inc. $376,586 10,809 0.09% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $354,567 10,177 0.09% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $347,355 9,970 0.09% Shares
BNP PARIBAS FINANCIAL MARKETS $337,077 9,675 0.08% Shares
MARTINGALE ASSET MANAGEMENT L P $324,012 9,300 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $321,225 9,220 0.08% Shares
FIRST TRUST ADVISORS LP $312,375 8,966 0.08% Shares
Invesco Ltd. $298,823 8,577 0.07% Shares
Aquatic Capital Management LLC $292,099 8,384 0.07% Shares
Mariner, LLC $277,849 7,975 0.07% Shares
OSAIC HOLDINGS, INC. $276,747 7,942 0.07% Shares
PEAK6 LLC $264,784 7,600 0.06% Call option
Sequoia Financial Advisors, LLC $259,733 7,455 0.06% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $252,520 7,248 0.06% Shares
Bare Financial Services, Inc $250,465 7,189 0.06% Shares
Sandbox Financial Partners, LLC $245,869 7,645 0.06% Shares
CITADEL ADVISORS LLC $243,880 7,000 0.06% Call option
Police & Firemen's Retirement System of New Jersey $238,027 6,832 0.06% Shares
Fischer Financial Services, Inc. $233,993 6,716 0.06% Shares
INTECH INVESTMENT MANAGEMENT LLC $220,990 6,343 0.05% Shares
US BANCORP \DE\ $218,168 6,262 0.05% Shares
Campbell & CO Investment Adviser LLC $211,305 6,065 0.05% Shares
Savant Capital, LLC $204,901 5,968 0.05% Shares
Fulton Bank, N.A. $203,535 5,842 0.05% Shares
MERCER GLOBAL ADVISORS INC /ADV $130,405 3,743 0.03% Shares
Nuveen, LLC $120,059 3,446 0.03% Shares
NORTHERN TRUST CORP $119,048 3,417 0.03% Shares
Palouse Capital Management, Inc. $90,027 2,584 0.02% Shares
Legal & General Group Plc $73,234 2,102 0.02% Shares

Company insiders 54 insiders · 18 officers · 32 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Rory G Ritrievi President and CEO June 1, 2026 F 63,760 0 0 $0
Alan W Dakey President & CEO Aug. 25, 2008 P 14,252 0 0 $0
Justin T. Webb Chief Financial Officer April 1, 2025 A 6,331 0 0 $0
Allison Johnson SEVP and CFO April 1, 2023 A 5,562 0 0 $0
Donald Holt Interim CFO Sept. 15, 2021 A 500 0 0 $0
Michael D Peduzzi SEVP/CFO June 1, 2021 A 3,015 0 0 $0
Jordan D Space Chief Operating Officer April 1, 2025 A 4,775 0 0 $0
Kenneth John Stephon Chief Corp Development Officer May 16, 2025 F 40,062 0 0 $0
Heather R Hall Chief Lending Officer April 1, 2025 A 3,820 0 0 $0
Zachary C Miller Chief Risk Officer April 1, 2025 A 1,425 0 0 $0
Joan E Dickinson Chief Retail Officer April 1, 2025 A 3,820 0 0 $0
Joseph L Paese Dir. Trust, Wealth Mgmt April 1, 2025 A 2,320 0 0 $0
Scott W Micklewright Chief Revenue Officer April 1, 2025 A 6,331 0 0 $0
Margaret E Steinour FSVP/Chief Admin Officer April 1, 2022 A 1,599 0 0 $0
Kelly K Neiderer EVP and Chief Retail Officer July 25, 2018 A 6,904 0 0 $0
Edward P. Williams Interim PFO Feb. 9, 2016 P 1,511 0 0 $0
Kevin W Laudenslager Vice President and Treasurer Nov. 21, 2013 J 2,209 0 0 $0
Eugene F Shaffer Chairman of the Issuer & Sub May 27, 2005 S 37,345 0 0 $0
Kimberly J Brumbaugh Director June 30, 2026 P 12,659 1 0 $2,508
Albert J. Evans Director June 30, 2026 P 41,862 1 0 $9,999
Joel L. Frank Director June 30, 2026 P 11,460 1 0 $2,508
Robert A Abel Director June 30, 2026 P 9,762 1 0 $523
Matthew G De Soto Director June 30, 2026 P 119,131 1 0 $9,999
Theodore W Mowery Director June 30, 2026 P 42,659 4 0 $8,005
Thomas R Brugger Director March 6, 2026 P 66 2 0 $25,644
John E Noone Director July 29, 2025 P 3,200 0 0 $0
Brian Arden Hudson Sr. Director May 8, 2025 S 6,914 0 0 $0
Bruce A Kiefer Director April 1, 2025 A 1,945 0 0 $0
Maureen M. Gathagan Director April 1, 2025 A 1,945 0 0 $0
Robert C Grubic Director March 28, 2024 P 61,869 0 0 $0
Frank Gumina JR Director Jan. 30, 2024 P 19,000 0 0 $0
David E Sparks Director June 1, 2023 A 1,760 0 0 $0
Noble C Quandel JR Director March 31, 2023 P 84,427 0 0 $0
Gregory M Kerwin Director March 31, 2023 P 38,702 0 0 $0
Howard R. Greenawalt Director April 1, 2022 A 1,133 0 0 $0
Donald F. Kiefer Director April 1, 2022 A 1,836 0 0 $0
Alan P. Novak Director Dec. 31, 2021 P 5,269 0 0 $0
Robert J Moisey Director Dec. 31, 2021 P 22,261 0 0 $0
Robert E Klinger Director Dec. 31, 2021 P 13,021 0 0 $0
Steven T Boyer Director Dec. 31, 2021 P 9,363 0 0 $0
Joseph D. Kerwin Director Dec. 15, 2021 P 49,585 0 0 $0
Paula M. Cherry Director Nov. 30, 2021 A 10,798 0 0 $0
Patrick M. Smith Director June 1, 2021 A 940 0 0 $0
William Kendall Poole Director June 1, 2021 A 440 0 0 $0
Vincent J Land Director March 1, 2015 A 75,627 0 0 $0
Donald E Sauve Director Aug. 10, 2007 P 3,042 0 0 $0
William A Specht III — April 1, 2026 A 1,700 0 0 $0
Terrence M. Monteverde — May 5, 2011 P 1,870 0 0 $0
James A Durica — Aug. 27, 2010 J 4,493 0 0 $0
Jere M Coxon — Aug. 2, 2010 P 53,607 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 5 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
GAH Capital, LLC, GAH Capital Trust, Philip A. Norcross, individually and in his capacity as Manager and Trustee May 1, 2026 9.69% Amendment Passive investment SEC
General American Capital, LLC, Indiana Pacific General Trust, Susan D. Hudson, in her capacity as Manager and a Trustee, Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee ×5 filings March 20, 2026 9.69% Amendment — SEC
Susan D. Hudson, in her capacity as Manager and a Trustee, General American Capital, LLC, Indiana Pacific General Trust, Philip A. Norcross, individually and in his capacity as Assistant Manager and Trustee April 3, 2025 7.29% Amendment — SEC
Lawrence Keister & Company, Marilyn K. Andras, Lawrence J. Kiefer, Donald F. Kiefer Sept. 18, 2018 — Initial filing — SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Jan. 18, 2018 — 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 38 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 0.43% 23,881 SH Aug. 8, 2026 Daily
IWC · iShares Trust 0.19% 73,760 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.08% 12,183 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.06% 47,026 NS May 31, 2026 N-PORT
IWN · iShares Trust 0.05% 203,122 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.05% 13,350 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.05% 18,782 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.04% 94,372 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.03% 240,406 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.03% 545,574 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 1,924 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 16,494 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.02% 124,800 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.02% 83,425 NS April 30, 2026 N-PORT
RSSL · Global X Funds 0.02% 8,491 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.02% 5,823 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.02% 74,542 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.02% 918 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 100,229 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 261,724 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.01% 34,312 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 719 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.01% 730 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 517 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 765 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 18 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2,280 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 6,243 NS April 30, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 21,558 NS April 30, 2026 N-PORT
ITOT · iShares Trust 0.00% 33,572 SH Aug. 8, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 7,376 NS April 30, 2026 N-PORT
IWV · iShares Trust 0.00% 5,693 SH Aug. 8, 2026 Daily
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 3,706 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 540 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 12,019 NS May 31, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 17 NS May 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 715,285 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,989 SH Aug. 8, 2026 Daily