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

03
Price $220.20
P/E (TTM) 11.7
EPS (TTM) $18.89
Revenue (TTM) $1.70B
ROE (TTM) 10.7%
Debt/Equity (MRQ) 0.2
52W Range $179–$256

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

04
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Stock splits 2
Ex-date Split Type
Oct. 6, 2000 10-for-1 Forward
Sept. 25, 1987 2-for-1 Forward

About M&T Bank Corporation Common Stock Company overview from Wikipedia

05 · wikidata

M&T Bank Corporation (Manufacturers and Traders Trust Company) is an American bank holding company headquartered in Buffalo, New York. It operates 940+ branches in 12 states and Washington D.C. across the Eastern United States, from Maine to Virginia. Until May 1998, the bank's holding company was named First Empire State Corporation.

M&T Bank has been profitable in every quarter since 1976. Along with Northern Trust, M&T was one of two banks in the S&P 500 not to lower their dividends during the 2008 financial crisis.

The bank owns the Buffalo Savings Bank building in downtown Buffalo, Bridgeport Center in Bridgeport, Connecticut, and the M&T Tech Hub in the Seneca One Tower. It also sponsors M&T Bank Stadium, home of the Baltimore Ravens, as well as M&T Bank Auditorium and M&T Bank Atrium of the University at Buffalo. M&T Bank is the official bank of the Buffalo Bills in Western New York and of their home Highmark Stadium in Orchard Park. Wilmington Trust is a subsidiary of M&T Bank Corporation, offering global corporate and institutional services, private banking, investment management, and fiduciary services.

History

19th century

In the mid-19th century, few banking options existed for the growing number of manufacturers in the city of Buffalo. As a result, businessmen Pascal Pratt and Bronson Rumsey founded M&T Bank in 1856 as "Manufacturers and Traders Trust Company". Henry Martin, former president of the Attica and Buffalo Railroad, was appointed the first president and assigned a salary of $1,000 a year. The company opened its first office on August 29 of that year at 2 East Swan Street in Buffalo. In 1885, Martin retired as president, at the age of 83, and was succeeded by Pascal Pratt, who had served as Vice President since the bank was formed.

20th century

In 1901, the bank built a new headquarters on a site purchased for $210,000 near the southwest corner of Main and Swan Streets in Buffalo. The granite neo-classical building was designed by architect E. B. Green of Green & Wicks. By 1914, Robert Livingston Fryer was the bank's President. In 1917, Harry T. Ramsdell, the bank's fourth president, served as a district chairman for a special subscription committee of the national Liberty Loan program.

Following the 1925 merger with Fidelity Trust, the $100 million company was headed by Fidelity's President, 36-year-old Lewis G. Harriman. Harriman and a group of investors including A. H. Schoellkopf, from the founding family of the Niagara Mohawk power company, and James V. Forrestal, who would become the first U.S. Secretary of Defense, own enough shares to control both Fidelity and M&T.

In 1961, M&T acquired an entire block on Main Street between North Division and Eagle Streets in downtown Buffalo and began plans for a $12 million skyscraper to become the bank's new headquarters. In 1963, architect Minoru Yamasaki, who was featured on the cover of Time magazine that year as he was designing the World Trade Center in New York City, was retained by M&T to design its new building in Buffalo, which was completed in 1967. In 1964, Charles W. Millard succeeded Harriman as chairman of M&T.

In 1969, M&T's stockholders voted to create a multi-bank holding company known as First Empire State Corporation. In 1983, the bank which had assets of $2 billion and operated 60 offices, named Robert G. Wilmers as chairman and CEO, a position he held until his death in December 2017. In 1995, First Empire formed a national bank subsidiary, M&T Bank, N.A.

21st century

In 2008, M&T received a $600 million investment by the United States Treasury as a result of the Troubled Asset Relief Program (TARP) and M&T assumed another $482 million in TARP obligations from its acquisitions. In 2012, the bank repaid $700 million of TARP funds.

In June 2014, a U.S. District Judge ordered M&T Bank to forfeit $560,000 that had been laundered through its Perry Hall, Maryland, branch; from 2011 to 2013, Deanna Bailey went to the branch and had head teller Sabrina Fitts convert cash amounts from $20,000 to $100,000 into larger bills. Fitts accepted a 1% transaction fee in exchange for not filing a currency transaction report. This violated the Bank Secrecy Act of 1970.

On December 16, 2017, non-executive chairman Robert T. Brady became acting chairman and CEO. On December 20, 2017, René F. Jones was appointed chairman and CEO. In 2021, M&T Bank contributed $33.9 million to over 3,000 nonprofit organizations across eight states and the District of Columbia. The bank has donated more than $279.4 million to nonprofits over the past decade, and over $437.5 million to nonprofits over the past two decades.

In May 2022, M&T announced a $25 million initiative to support lower-income communities and underrepresented groups. The new Amplify Fund will be deployed over three years with most of the funds set to be distributed to Connecticut-based organizations and other north-eastern states where People’s United had operated. M&T announced that $9 to $11 million will be distributed by the end of 2022, with the rest of the funds to be distributed over the next two years and expects to fund approximately 60 to 70 organizations in the initiatives first phase. In August 2022, M&T announced a partnership with Stefon Diggs; Diggs served as a brand ambassador for M&T’s “Football Brings Us Together” campaign. In October 2022, M&T launched its Multicultural Banking Center in East Hartford, Connecticut; the bank has 118 multicultural locations. In 2022, M&T was listed as one of the Best Places to Work for Disability Inclusion by the Disability Equality Index (DEI) for its fourth consecutive year.

Mergers and acquisitions

Between 1945 and 1966, M&T acquired 18 local banking institutions. Between 1987 and 2022, M&T Bank acquired 24 financial institutions, as follows:

1920s

December 1925: merged with Fidelity Trust Company under the name Manufacturers and Traders Trust Company

May 1927: acquired the People's Bank of Buffalo

1940s

June 1945: acquired the First National Bank of Kenmore

October 1945: acquired the Citizens National Bank of Lancaster

December 1945: acquired the American Bank of Lackawanna

1980s

December 1987: acquired East New York Savings, which operated 15 branches in metropolitan New York City

1990s

January 1990: acquired $486 million in deposits and 11 offices in Rochester from Monroe Savings Bank of Rochester, New York

September 1990: acquired $1.3 billion in deposits and 13 offices (9 in Buffalo and 4 in Rochester) of Empire of America Savings Bank of Buffalo

May 1991: acquired $2.1 billion in deposits and 14 branches of Goldome Bank of Buffalo

July 1992: acquired $1.1 billion asset Central Trust of Rochester, New York, and the $300 million asset Endicott Trust of Binghamton, New York.

December 1994: acquired $146 million in deposits from the Hudson Valley branches of Chemical Bank; and $470 million in assets and $339 million in deposits from Ithaca Bancorp of Ithaca, New York.

July 1995: acquired Hudson Valley branches of Chase Manhattan

January 1997: acquired Green Point Bank branches of Westchester, New York

June 1999: acquired First National Bank of Rochester

April 1998: acquired OnBank of Syracuse, New York

September 1999: acquired 29 Chase Bank Branches in Buffalo, Jamestown, and Binghamton New York.

2000s

October 2000: acquired Keystone Financial of Central Pennsylvania

February 2001: acquired Premier Nation Bancorp of Newburgh

April 2003: acquired Allfirst Bank of Baltimore, a subsidiary of Allied Irish Banks of Ireland, in exchange for 26.7 million shares of M&T and $886 million in cash. At the direction of Irish government financial regulators, AIB sold its 22% ownership interest in M&T in 2010.

June 2006: acquired 21 Citibank branches in Buffalo and Rochester

December 2007: acquired Partners Trust Financial Group, including 33 branches in upstate New York, for $555 million.

December 2007: acquired 12 First Horizon National Corporation branches in the greater Washington, D.C., and Baltimore markets.

May 2009: acquired Provident Bank of Maryland in a stock transaction.

August 2009: The Federal Deposit Insurance Corporation (FDIC) seized Bradford Bank and sold all its deposits and most assets to M&T. M&T and the FDIC agreed to share future losses on $338 million worth of Bradford's assets.

2010s

November 2010: acquired K Bank of Baltimore, Maryland

May 2011: acquired Wilmington Trust for $351 million in stock.

August 2012: M&T announced the acquisition of Hudson City Bancorp for $3.7 billion. The bank had $25 billion in deposits and $28 billion in loans and 135 brick-and-mortar branch locations including 97 in New Jersey. The acquisition was delayed for 3 years due to a money laundering case involving an M&T branch and the acquisition closed on November 2, 2015.

2020s

April 2022: acquired People's United Bank in an all-stock transaction valued at approximately $8.3 billion. The acquisition was completed on April 2, 2022.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancials industryBanking employees21,562 countryUS

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

06
Revenue$1.66B
2016-12-31 → 2025-12-31
EPS$17.00
2016-12-31 → 2025-12-31
Free Cash Flow·
2016-12-31 → 2023-12-31
Net margin178.1%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

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

Metric 5Y trend MTB 5Y avg Peer Median Verdict
P/E (TTM) 11.75Y avg ≈11.4 ≈11.4 12.3 Overvalued
PEG Ratio ≈1.0 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

13
Payout Ratio31.5%
Annualized Payout≈$6.00Paid quarterly
5Y Div CAGR≈5.3%Per share, split-adjusted
Growth Streak≈9Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 1, 2026$1.50USD≈2.6%
Jun 1, 2026$1.50USD≈2.8%
Mar 2, 2026$1.50USD≈2.7%
Dec 1, 2025$1.50USD≈3.0%
Sep 2, 2025$1.50USD≈2.8%
Jun 2, 2025$1.35USD≈3.0%
Mar 3, 2025$1.35USD≈2.9%
Dec 2, 2024$1.35USD≈2.5%
Sep 3, 2024$1.35USD≈3.1%
Jun 3, 2024$1.35USD≈3.5%
Mar 1, 2024$1.30USD≈3.8%
Nov 30, 2023$1.30USD≈4.1%
Aug 31, 2023$1.30USD≈4.1%
May 31, 2023$1.30USD≈4.2%
Mar 3, 2023$1.30USD≈3.2%
Nov 30, 2022$1.20USD≈2.8%
Aug 31, 2022$1.20USD≈2.6%
May 31, 2022$1.20USD≈2.6%
Feb 25, 2022$1.20USD≈2.5%
Nov 29, 2021$1.20USD≈3.0%

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

14
Avg Surprise 4.1%
PeriodReportEPS ActualEPS EstSurprise
Sept. 30, 2026 Oct 16, 2026 $5.04 $5.01 0.66%
June 30, 2026 Jul 15, 2026 $5.32 $4.71 13.0%
March 31, 2026 $4.13 $4.05 2.0%
Dec. 31, 2025 $4.67 $4.52 3.4%
Sept. 30, 2025 $4.82 $4.47 7.8%
June 30, 2025 $4.24 $4.03 5.1%
March 31, 2025 $3.32 $3.43 -3.3%

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

15
Income Statement 11
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $1.66B$1.54B$1.48B$1.52B$5.99B$5.95B$6.19B$5.93B$5.63B$5.30B$4.67B$4.46B
Interest Expense ··$3.11B$425M$114M$326M$749M$526M$387M$426M$328M$280M
Interest Income $10.49B$11.03B$10.22B$6.25B$3.94B$4.19B$4.88B$4.60B$4.17B$3.90B$3.17B$2.96B
Pretax Income $3.69B$3.31B$3.62B$2.61B$2.46B$1.77B$2.55B$2.51B$2.32B$2.06B$1.67B$1.64B
Income Tax $841M$722M$878M$620M$596M$416M$618M$590M$916M$743M$595M$576M
Net Income $2.85B$2.59B$2.74B$1.99B$1.86B$1.35B$1.93B$1.92B$1.41B$1.32B$1.08B$1.07B
EPS (Basic) $17.10$14.71$15.85$11.59$13.81$9.94$13.76$12.75$8.72$7.80$7.22$7.47
EPS (Diluted) $17.00$14.64$15.79$11.53$13.80$9.94$13.75$12.74$8.70$7.78$7.18$7.42
Shares (Basic) 157,875,000166,479,000166,361,000163,174,000128,649,000128,638,000134,428,000143,992,000152,159,000156,780,000136,803,000130,950,000
Shares (Diluted) 158,791,000167,319,000167,002,000164,030,000128,812,000128,704,000134,462,000144,151,000152,551,000157,304,000137,533,000131,844,000
EBITDA $323M$316M··········
Balance Sheet 18
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents ········$1.42B$1.32B$1.37B$1.37B
PP&E (Net) $1.63B$1.71B$1.74B$1.65B$1.14B$1.16B$1.14B$647M$646M$675M$667M$613M
PP&E (Gross) $2.44B$2.46B$2.34B$2.19B$1.03B$1.73B$1.59B$1.49B$1.49B$1.44B$1.41B$1.31B
Accum. Depreciation $1.36B$1.33B$1.22B$1.16B$1.79B$978M$891M$844M$841M$762M$740M$701M
Goodwill $8.46B$8.46B$8.46B$8.49B$4.59B$4.59B$4.59B$4.59B$4.59B$4.59B$4.59B$3.52B
Intangibles $64M$94M$147M$209M$4M$14M$29M$47M$72M$98M$140M$35M
Total Assets $213.51B$208.10B$208.26B$200.73B$155.11B$142.60B$119.87B$120.10B$118.59B$123.45B$122.79B$96.69B
Short-term Debt $2.15B$1.06B$5.32B$3.56B$47M$59M$62M$4.40B$175M$163M$2.13B$193M
Total Liabilities $184.33B$179.08B$181.31B$175.41B$137.20B$126.41B$104.16B$104.64B$102.34B$106.96B$106.61B$84.35B
Long-term Debt $10.91B$12.61B$8.20B$3.96B$3.49B$4.38B$6.99B$8.44B$8.14B$9.49B$10.65B$9.01B
Total Debt $2.15B$1.06B$5.32B$3.55B$47M$59M$62M$4.40B$175M$163M$2.13B$193M
Common Stock $90M$90M$90M$90M$80M$80M$80M$80M$80M$80M$80M$66M
Paid-in Capital $10.01B$10.00B$10.02B$10.00B$6.63B$6.62B$6.59B$6.58B$6.59B$6.68B$6.68B$3.41B
Retained Earnings $20.88B$19.08B$17.52B$15.75B$14.65B$13.44B$12.82B$11.52B$10.16B$9.22B$8.43B$7.81B
Treasury Stock $4.92B$2.37B$2.23B$1.75B$5.08B$5.14B$4.82B$3.53B$1.45B$432M··
AOCI $277M$-164M$-459M$-790M$-127M$-62M$-207M$-420M$-364M$-295M$-252M$-181M
Stockholders' Equity $29.18B$29.03B$26.96B$25.32B$17.90B$16.19B$15.72B$15.46B$16.25B$16.49B$16.17B$12.34B
Liabilities + Equity $213.51B$208.10B$208.26B$200.73B$155.11B$142.60B$119.87B$120.10B$118.59B$123.45B$122.79B$96.69B
Cash Flow 17
Metric Trend 202520242023202220212020201920182017201620152014
D&A $323M$316M$304M$282M···$105M$110M$107M$99M$96M
Deferred Tax $-18M$-27M$-97M$-30M$87M$-31M$58M$16M$401M$174M$397M$93M
Amort. of Intangibles $42M$53M$62M$56M$10M$15M$19M$25M$31M$43M$26M$34M
Other Non-cash $-153M$733M··········
Operating Cash Flow $3.00B$3.61B$3.90B$4.57B$2.71B$789M$2.36B$2.09B$2.78B$1.18B$1.74B$1.10B
CapEx ··$256M$214M$149M$172M$178M$98M$79M$108M$82M$73M
Investing Cash Flow $-6.82B$-9.75B$-4.76B$16.59B$-13.63B$-22.02B$727M$-1.41B$3.39B$-721M··
Debt Issued $3.53B$5.50B$5.04B$999M$10M··$1.77B$2.15B·$1.50B$4.35B
Net Debt Issued $-1.85B$4.49B$4.21B$91M$-844M$-2.67B$-1.55B$314M$-1.29B$-1.12B$-7.41B$3.92B
Stock Repurchased $2.63B$396M$594M$1.80B·$374M$1.35B$2.19B$1.21B$641M··
Net Stock Activity $-2.63B$-396M$-594M$-1.80B·$-374M$-1.35B$-2.19B$-1.21B$-641M··
Dividends Paid $899M$895M$868M$784M$580M$568M$552M$510M$457M$442M$375M$371M
Financing Cash Flow $1.80B$-2.88B$4.18B$-20.98B$10.70B$21.35B$-3.25B$-495M$-6.08B$-510M··
Net Change in Cash ········$100M$-47M$-5M$-300M
Taxes Paid $529M$236M$452M$488M$314M$276M$321M$375M$494M$277M$379M$412M
Free Cash Flow ··$3.65B$4.36B$2.57B$617M$2.18B$1.99B$2.70B$1.08B$1.66B$1.03B
Levered FCF ··$1.29B$4.04B$2.48B$368M$1.61B$1.59B$2.47B$803M$1.45B$838M
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 172.1%167.9%28.4%24.3%31.0%22.7%31.2%32.4%25.0%24.8%23.1%23.9%
Pretax Margin 222.8%214.8%37.5%31.9%41.0%29.7%41.1%42.3%41.3%38.9%35.9%35.7%
EBITDA Margin 19.5%20.5%··········
ROA 1.4%1.2%1.3%1.1%1.2%1.0%1.6%1.6%1.2%1.1%0.98%1.2%
ROE 9.9%8.9%10.3%7.9%10.5%8.4%12.2%12.4%8.6%8.0%7.4%8.6%
Liquidity & Solvency 1
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 0.10.00.20.10.00.00.00.30.00.00.10.0
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.00.00.00.00.10.00.00.00.00.0
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share $10.44$9.21$57.74$49.86$46.52$46.27$46.05$41.13$36.92$33.67$33.94$33.80
Cash Flow / Share $18.91$21.58$23.38$27.88$21.08$6.13$17.53$14.50$18.24$7.52$12.67$8.34
Dividend / Share $5.70$5.35$5.20$4.80········
Dividend Paid / Share ··········$2.80$2.80
EPS (TTM) $17.00$14.64$15.79$11.53$13.80$9.94$13.75$12.74$8.70$7.78$7.18$7.42
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 7.5%3.8%-2.7%-74.6%0.63%·······
Revenue CAGR 3Y 2.8%-36.4%-37.1%·········
Revenue CAGR 5Y -22.6%···········
EPS YoY 16.1%-7.3%37.0%-16.4%38.8%·······
EPS CAGR 3Y 13.8%2.0%16.7%·········
EPS CAGR 5Y 11.3%···········
Net Income YoY 10.2%-5.6%37.6%7.1%37.4%·······
Net Income CAGR 3Y 12.7%11.7%26.5%·········
Net Income CAGR 5Y 16.1%···········
Dividends Paid CAGR 5Y 9.6%···········
Valuation (TTM) 6
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.66B$1.54B$1.48B$1.52B$5.99B$5.95B$6.19B$5.93B$5.63B$5.30B$4.67B$4.46B
Net Income TTM $2.85B$2.59B$2.74B$1.99B$1.86B$1.35B$1.93B$1.92B$1.41B$1.32B$1.08B$1.07B
P/E 11.912.88.712.611.112.812.311.219.720.116.916.9
Earnings Yield 8.4%7.8%11.5%8.0%9.0%7.8%8.1%8.9%5.1%5.0%5.9%5.9%
Payout Ratio 31.5%34.6%31.7%39.4%31.2%42.0%28.6%26.6%32.5%33.6%34.7%34.8%
Annual Payout $899M$895M$868M$784M$580M$568M$552M$510M$457M$442M$375M$371M

Most recent period on the left · null values shown as ·

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

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.66B $1.54B $1.48B $1.52B $5.99B
Net Income $2.85B $2.59B $2.74B $1.99B $1.86B
Diluted EPS $17.00 $14.64 $15.79 $11.53 $13.80

Institutional owners (13F) 1,228 filers · $35.0B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,228
Value held $35.0B
New positions 126
Exited positions 69
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
126 (-2 vs prior Q) 69 (-15 vs prior Q) 391 (+2 vs prior Q) 407 (+29 vs prior Q) +2.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $3,892,311,327 19,318,599 11.13% Shares
BlackRock, Inc. $3,057,477,122 12,846,003 8.74% Shares
FMR LLC $2,955,432,349 12,417,262 8.45% Shares
WELLINGTON MANAGEMENT GROUP LLP $2,332,945,697 9,801,881 6.67% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,276,983,119 9,566,754 6.51% Shares
STATE STREET CORP $1,692,880,398 7,112,644 4.84% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,685,238,611 7,080,537 4.82% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,031,132,591 4,348,008 2.95% Shares
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $981,217,646 4,122,590 2.81% Shares
JPMORGAN CHASE & CO $967,801,286 4,045,990 2.77% Shares
Invesco Ltd. $957,998,942 4,025,037 2.74% Shares
MORGAN STANLEY $854,476,829 3,590,085 2.44% Shares
NORGES BANK $472,484,361 1,985,145 1.35% Shares
DIMENSIONAL FUND ADVISORS LP $378,358,333 1,589,579 1.08% Shares
NORTHERN TRUST CORP $355,089,500 1,491,910 1.02% Shares
Bank of New York Mellon Corp $330,977,679 1,390,604 0.95% Shares
GOLDMAN SACHS GROUP INC $325,336,994 1,366,905 0.93% Shares
BANK OF AMERICA CORP /DE/ $315,268,029 1,324,600 0.90% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $284,130,879 1,191,392 0.81% Shares
Nuveen, LLC $273,111,498 1,147,480 0.78% Shares
M&T Bank Corp $273,051,867 1,147,230 0.78% Shares
Legal & General Group Plc $254,657,128 1,069,943 0.73% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $238,331,790 1,001,352 0.68% Shares
JENNISON ASSOCIATES LLC $231,986,442 974,692 0.66% Shares
MENORA MIVTACHIM HOLDINGS LTD. $229,112,948 962,619 0.65% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $213,754,888 1,034,031 0.61% Shares
UBS Group AG $206,759,287 868,700 0.59% Shares
LONDON CO OF VIRGINIA $201,215,898 845,405 0.58% Shares
VANGUARD FIDUCIARY TRUST CO $195,664,213 822,084 0.56% Shares
WELLS FARGO & COMPANY/MN $166,202,355 698,300 0.48% Shares
NEUBERGER BERMAN GROUP LLC $156,154,526 656,084 0.45% Shares
FRANKLIN RESOURCES INC $135,911,300 571,032 0.39% Shares
PANAGORA ASSET MANAGEMENT INC $132,828,383 558,079 0.38% Shares
FIRST TRUST ADVISORS LP $132,340,037 556,027 0.38% Shares
DEUTSCHE BANK AG\ $123,657,382 519,547 0.35% Shares
Brandywine Global Investment Management, LLC $117,742,091 584,386 0.34% Shares
Boston Partners $112,912,217 474,401 0.32% Shares
Canoe Financial LP $108,597,623 499,644 0.31% Shares
Korea Investment CORP $107,696,669 452,488 0.31% Shares
ALLIANCEBERNSTEIN L.P. $97,994,996 474,047 0.28% Shares
Davis Asset Management, L.P. $97,584,100 410,000 0.28% Shares
HSBC HOLDINGS PLC $94,364,113 396,157 0.27% Shares
Sumitomo Mitsui Trust Group, Inc. $93,620,995 393,349 0.27% Shares
Russell Investments Group, Ltd. $92,581,982 388,827 0.26% Shares
Amundi $92,565,896 388,916 0.26% Shares
STIFEL FINANCIAL CORP $86,524,514 363,534 0.25% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $85,454,396 359,037 0.24% Shares
California Public Employees Retirement System $85,323,015 358,485 0.24% Shares
HUNTINGTON NATIONAL BANK $85,311,259 358,437 0.24% Shares
BNP PARIBAS FINANCIAL MARKETS $82,513,069 346,679 0.24% Shares

Show all 1,228 institutional owners →

Activists & 5%+ owners 5 positions

18

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
The Estate of Robert G. Wilmers, Roche Foundation, Inc., Wilmers Company, L.L.C., Camden LLC, Voltaire Holdings LLC, Elisabeth Roche Wilmers, R.I. REM Investments S.A., Interlaken Foundation, Inc. Feb. 13, 2018 · Initial filing · SEC
Robert G. Wilmers, Roche Foundation, Inc., Wilmers Company, L.L.C., Robert G. Wilmers 1999 Family Trust, Robert G. Wilmers 2000 Family Trust, Elisabeth Roche Wilmers, R.I. REM Investments S.A., Mallarme Investments Limited, Interlaken Foundation, Inc. ×4 filings July 21, 2016 · Initial filing · SEC
ALLIED IRISH BANKS, P.L.C. (IRS IDENTIFICATION NO ×3 filings Nov. 5, 2010 · Initial filing · SEC
Undisclosed reporting person April 11, 2003 · Initial filing Passive investment SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 8, 2002 · 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.

Company insiders 86 insiders · 41 officers · 41 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Rene F Jones Chairman of the Board and CEO Sept. 14, 2026 M 103,831 0 1 $-4,642,433
WILMERS ROBERT G Chairman of the Board and CEO May 4, 2017 D 2,214,016 0 0 $0
Daryl N. Bible Sr. EVP & CFO July 31, 2026 F 26,967 0 0 $0
Richard S Gold President & COO Feb. 10, 2023 F 59,123 0 0 $0
Mark J Czarnecki President Jan. 31, 2017 F 61,861 0 0 $0
Kevin J Pearson Vice Chairman Oct. 16, 2026 S 42,107 0 5 $-6,632,675
John R. Taylor EVP and Controller Aug. 17, 2026 S 3,062 0 3 $-723,649
Woodrow S. Tracy Sr. Executive Vice President July 1, 2026 M 9,608 0 2 $-459,825
Christopher E Kay Sr. Executive Vice President May 7, 2026 S 6,753 0 2 $-1,678,657
Michael A. Wisler Sr. Executive Vice President Feb. 26, 2026 M 4,643 0 1 $-1,840,805
Peter D'Arcy Sr. Executive Vice President Feb. 13, 2026 F 12,737 0 0 $0
Laura P. O'Hara Sr. EVP & Chief Legal Officer Feb. 13, 2026 F 9,559 0 0 $0
Julianne Urban Sr. EVP & Chief Auditor Feb. 13, 2026 F 8,458 0 0 $0
Neeraj Singh Sr. Executive Vice President Jan. 30, 2026 A 2,632 0 0 $0
Michael J. Todaro Sr. Executive Vice President Jan. 31, 2025 A 4,375 0 0 $0
Robert J Bojdak Sr. Executive Vice President May 30, 2024 G 19,061 0 0 $0
Doris P. Meister Sr. Executive Vice President May 3, 2024 S 0 0 0 $0
Darren J King Sr. Executive Vice President April 1, 2024 I 58,332 0 0 $0
Edna Jennifer Warren Sr. Executive Vice President Jan. 31, 2024 A 307 0 0 $0
Scott D N Warman Sr. Executive Vice President Feb. 10, 2023 F 9,914 0 0 $0
Michele D Trolli Sr. Executive Vice President Feb. 10, 2023 F 11,859 0 0 $0
Michael R Spychala EVP & Controller Feb. 10, 2023 F 35,256 0 0 $0
Gino A. Martocci Executive Vice President Feb. 11, 2022 F 19,338 0 0 $0
John L Dangelo Executive Vice President Feb. 11, 2022 F 5,655 0 0 $0
William J Farrell II Executive Vice President Feb. 5, 2021 F 13,349 0 0 $0
Janet M. Coletti Executive Vice President Feb. 5, 2020 A 14,529 0 0 $0
Sabeth Siddique Chief of Reg. Affairs April 17, 2019 S 2,191 0 0 $0
Brian E Hickey Executive Vice President April 17, 2019 S 13,819 0 0 $0
Drew J Pfirrman Sr. VP/General Counsel Aug. 25, 2016 S 3,090 0 0 $0
Jorge G Pereira Vice Chairman April 1, 2015 A 5,300 0 0 $0
Stephen J Braunscheidel Executive Vice President Jan. 30, 2015 F 16,309 0 0 $0
Donald K Truslow Executive VP and CRO Feb. 28, 2014 F 943 0 0 $0
PINTO MICHAEL P Vice Chairman Nov. 21, 2013 M 112,132 0 0 $0
Atwood Collins III Executive Vice President Dec. 28, 2012 F 78,908 0 0 $0
James J Beardi Executive Vice President March 25, 2011 F 22,949 0 0 $0
Mark W Yonkman Sr. VP/General Counsel Jan. 30, 2009 A 5,269 0 0 $0
Adam C Kugler Executive VP & Treasurer May 15, 2008 M 36,475 0 0 $0
Gregory L Ford Executive Vice President Jan. 31, 2007 A · 0 0 $0
Emerson L Brumback Executive Vice President Nov. 25, 2005 S 19,780 0 0 $0
Steven M Coen Ex. VP & Chief Info. Officer Oct. 27, 2004 S 109 0 0 $0
John L Pett Executive Vice President Jan. 28, 2004 M 166,221 0 0 $0
Rudina Seseri Director Aug. 21, 2026 S 3,649 0 1 $-150,168
Kirk W Walters Director Aug. 5, 2026 S 0 0 2 $-208,963
Richard H. Ledgett Jr. Director Aug. 3, 2026 S 4,690 0 1 $-212,177
Jeremy M Jacobs Jr Director July 31, 2026 A 589 0 0 $0
Carlton J. Charles Director April 30, 2026 A 3,408 0 0 $0
William Frank Cruger Jr. Director April 30, 2026 A 9,878 0 0 $0
Jane Chwick Director April 30, 2026 A 6,994 0 0 $0
Herbert L Washington Director April 30, 2026 A 18,299 0 0 $0
Leslie V Godridge Director April 30, 2026 A 5,121 0 0 $0
Denis J Salamone Director April 30, 2026 A 45,189 0 0 $0
Melinda R Rich Director April 30, 2026 A 24,109 0 0 $0
Gary N Geisel Director Jan. 30, 2026 A 16,465 0 1 $-191,406
Jefferson T Cunningham III Director Jan. 31, 2025 A 14,433 0 0 $0
BRADY ROBERT T Director April 30, 2024 A 14,480 0 0 $0
John Scannell Director April 28, 2023 A 4,393 0 0 $0
Calvin Butler JR Director April 29, 2022 A 1,962 0 0 $0
Richard A. Grossi Director Jan. 31, 2022 A 4,764 0 0 $0
David S Scharfstein Director April 30, 2021 A 3,179 0 0 $0
Angela C Bontempo Director April 30, 2021 A 15,363 0 0 $0
Newton P S Merrill Director April 30, 2021 A 3,969 0 0 $0
John D. Hawke Jr. Director April 2, 2018 A 5,998 0 0 $0
Edward G. Amoroso Director April 3, 2017 A 324 0 0 $0
Patrick W E Hodgson Director Oct. 3, 2016 A 1,869 0 0 $0
Richard G King Director July 1, 2016 A 20,198 0 0 $0
Michael D Buckley Director April 2, 2012 A 4,122 0 0 $0
Robert J Bennett Director April 2, 2012 A 19,636 0 0 $0
Stephen G Sheetz Director April 1, 2009 A 34,167 0 0 $0
Daniel R Hawbaker Director April 1, 2009 A 5,862 0 0 $0
Richard E Garman Director April 1, 2009 A 258,914 0 0 $0
Reginald B Newman II Director April 1, 2009 A 11,298 0 0 $0
Carlos R Carballada Director April 3, 2006 A 10,566 0 0 $0
Patrick Callan Director April 3, 2006 A 62,592 0 0 $0
William F Allyn Director April 3, 2006 A 13,350 0 0 $0
Derek C Hathaway Director Jan. 3, 2006 A 2,311 0 0 $0
Donald Devorris Director April 1, 2005 A 32,117 0 0 $0
James V Glynn Director April 1, 2005 A 13,261 0 0 $0
ALLIED IRISH BANKS PLC 10% owner Nov. 4, 2010 S 0 0 0 $0
John P Barnes · April 30, 2026 A 15,806 0 2 $-8,943,360
Robert E Sadler JR · Jan. 30, 2026 A 27,614 0 1 $-1,140,360
BAIRD BRENT D · April 1, 2020 A 34,897 0 0 $0
Heath B Mclendon · April 1, 2009 A 31,174 0 0 $0
Arthur Levitt JR · April 1, 2009 A 255 0 0 $0
Eugene J Sheehy · April 25, 2005 M 1,153 0 0 $0
John H Zachau JR · Jan. 18, 2005 A 28,606 0 0 $0
Michael S Piemonte · Jan. 18, 2005 A · 0 0 $0

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

ETF ownership Held by 167 ETFs

20

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
IAT · iShares Trust 4.69% 127,844 SH Sept. 11, 2026 Daily
PGF · Invesco Exchange-Traded Fund Trust 4.03% 1,025,514 Oct. 28, 2026 Daily
KBWB · Invesco Exchange-Traded Fund Trust … 3.98% 1,196,396 SH Oct. 28, 2026 Daily
GEND · Spinnaker ETF Series 3.92% 773 NS July 31, 2026 N-PORT
DIVY · Tidal Trust I 2.51% 3,163 NS Aug. 31, 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 1.74% 2,699,394 Oct. 28, 2026 Daily
DFNL · Davis Fundamental ETF Trust 1.48% 28,771 NS July 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 1.37% 9,862 NS July 31, 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 1.29% 1,995 NS Aug. 31, 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1.25% 18,054 SH Oct. 28, 2026 Daily
SPVM · Invesco Exchange-Traded Fund Trust 1.14% 7,207 SH Oct. 28, 2026 Daily
FFLV · FIDELITY COVINGTON TRUST 1.04% 692 NS July 31, 2026 N-PORT
SYLD · Cambria ETF Trust 1.00% 40,345 NS July 31, 2026 N-PORT
PFF · iShares Trust 0.98% 5,021,286 SH Sept. 11, 2026 Daily
VMAX · Lattice Strategies Trust 0.98% 1,949 NS July 31, 2026 N-PORT
NUDV · Nushares ETF Trust 0.94% 1,916 NS July 31, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0.93% 42,684 NS July 31, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.93% 16,136 NS July 31, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.89% 69,262 SH Oct. 28, 2026 Daily
INFO · Harbor ETF Trust 0.82% 28,034 NS July 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 0.80% 266,958 SH Oct. 28, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.72% 26,705 NS July 31, 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0.63% 49,206 SH Oct. 28, 2026 Daily
ACVU · Hartford Funds Exchange-Traded Trust 0.60% 4,378 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.59% 28,558 NS July 31, 2026 N-PORT
LOWV · AB Active ETFs, Inc. 0.55% 4,815 NS Aug. 31, 2026 N-PORT
IYF · iShares Trust 0.53% 97,834 SH Sept. 11, 2026 Daily
JSTC · Tidal Trust I 0.53% 6,835 NS Aug. 31, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.52% 29,509 NS July 31, 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0.51% 795,720 SH Aug. 19, 2026 Daily
IMCV · iShares Trust 0.49% 23,776 SH Sept. 11, 2026 Daily
GSY · Invesco Actively Managed Exchange-T… 0.49% 19,250,000 Oct. 28, 2026 Daily
IYG · iShares Trust 0.48% 44,426 SH Sept. 11, 2026 Daily
HDV · iShares Trust 0.42% 268,098 SH Sept. 11, 2026 Daily
VFH · VANGUARD WORLD FUND 0.41% 242,698 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.41% 39,134 NS July 31, 2026 N-PORT
EQIN · Columbia ETF Trust I 0.38% 4,689 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.34% 219,438 SH Sept. 11, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 6,492 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.34% 3,173,919 SH Aug. 19, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.33% 19,890 NS July 31, 2026 N-PORT
FAS · Direxion Shares ETF Trust 0.30% 28,854 NS July 31, 2026 N-PORT
ROUS · Lattice Strategies Trust 0.30% 8,617 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.28% 17,761 NS July 31, 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0.28% 9,685,000 Oct. 28, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.27% 9,029 NS July 31, 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0.26% 5,300,377 Oct. 28, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.26% 1,783 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.26% 601,592 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.26% 21,954 SH Sept. 11, 2026 Daily
GTOS · Invesco Actively Managed Exchange-T… 0.26% 327,000 Oct. 28, 2026 Daily
IMCB · iShares Trust 0.24% 17,132 SH Sept. 11, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.23% 6,716 SH Aug. 19, 2026 Daily
SIZE · iShares Trust 0.22% 3,936 SH Sept. 11, 2026 Daily
IXG · iShares Trust 0.22% 6,328 SH Sept. 11, 2026 Daily
VLUE · iShares Trust 0.21% 84,940 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.20% 366,612 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.20% 15,953 SH Sept. 11, 2026 Daily
XOEF · iShares Trust 0.20% 182 SH Sept. 11, 2026 Daily
GSEW · Goldman Sachs ETF Trust 0.19% 16,475 NS Aug. 31, 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.18% 825,223 SH Oct. 28, 2026 Daily
HDUS · Lattice Strategies Trust 0.16% 1,294 NS July 31, 2026 N-PORT
DFLV · Dimensional ETF Trust 0.15% 42,562 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.15% 5,260 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.14% 585,959 SH Aug. 19, 2026 Daily
USXF · iShares Trust 0.14% 8,613 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.13% 81,728 NS July 31, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.13% 1,393,062 SH Aug. 19, 2026 Daily
VEGN · ETF Series Solutions 0.12% 879 NS July 31, 2026 N-PORT
GSLC · Goldman Sachs ETF Trust 0.12% 78,465 NS Aug. 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.12% 33,710 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.12% 242,973 SH Sept. 11, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.11% 1,375,792 Oct. 28, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.11% 5,154,000 Oct. 28, 2026 Daily
IUSV · iShares Trust 0.11% 127,797 SH Sept. 11, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.11% 1,473 NS July 31, 2026 N-PORT
SCHV · SCHWAB STRATEGIC TRUST 0.11% 72,347 NS Aug. 31, 2026 N-PORT
NULV · Nushares ETF Trust 0.10% 9,133 NS July 31, 2026 N-PORT
ILCV · iShares Trust 0.10% 5,697 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.10% 88,609 SH Aug. 19, 2026 Daily
DSI · iShares Trust 0.10% 22,152 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.09% 325,641 SH Sept. 11, 2026 Daily
GVUS · Goldman Sachs ETF Trust 0.09% 1,643 NS Aug. 31, 2026 N-PORT
DEUS · DBX ETF Trust 0.09% 1,149 NS Aug. 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.09% 39,118 SH Oct. 28, 2026 Daily
SNPE · DBX ETF Trust 0.08% 10,444 NS Aug. 31, 2026 N-PORT
LGDX · Tidal Trust III 0.08% 464 NS July 31, 2026 N-PORT
EGLE · Global X Funds 0.08% 7 NS July 31, 2026 N-PORT
XMAG · Tidal Trust II 0.08% 610 NS Aug. 31, 2026 N-PORT
JUST · Goldman Sachs ETF Trust 0.08% 1,855 NS Aug. 31, 2026 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0.08% 88,345 NS Aug. 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.07% 6,797 NS July 31, 2026 N-PORT
APUE · Trust for Professional Managers 0.07% 7,661 NS Aug. 31, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.07% 4,445 NS Aug. 31, 2026 N-PORT
AFLG · First Trust Exchange-Traded Fund VI… 0.07% 2,271 NS Aug. 31, 2026 N-PORT
TOPC · iShares Trust 0.07% 91 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.06% 3,364 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.06% 9 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.06% 12 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.06% 28,189 SH Oct. 27, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.06% 171,045 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.06% 33,166 SH Aug. 19, 2026 Daily
XYLD · Global X Funds 0.06% 7,868 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.06% 1,679 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 2,205 SH Oct. 28, 2026 Daily
XYLG · Global X Funds 0.06% 153 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.06% 19 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.06% 29,436 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.06% 118 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.06% 110,966 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.06% 7,426 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.06% 20,166 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.06% 12,354 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.06% 2,475 NS July 31, 2026 N-PORT
GSUS · Goldman Sachs ETF Trust 0.05% 7,647 NS Aug. 31, 2026 N-PORT
IVV · iShares Trust 0.05% 1,845,934 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.05% 2,836 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.05% 44,444 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.05% 552 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.05% 12 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.05% 3,501 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.05% 3,801,825 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.05% 4,648,421 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.05% 24,536 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.05% 12,338 SH Aug. 19, 2026 Daily
GLOV · Goldman Sachs ETF Trust 0.05% 3,842 NS Aug. 31, 2026 N-PORT
TOV · EA Series Trust 0.05% 553 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.05% 101,312 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.05% 4,424 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.05% 6,268 SH Sept. 11, 2026 Daily
SCHX · SCHWAB STRATEGIC TRUST 0.05% 156,286 NS Aug. 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.05% 866 SH Oct. 28, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.05% 23,476 SH Oct. 28, 2026 Daily
GUSA · Goldman Sachs ETF Trust II 0.05% 4,929 NS Aug. 31, 2026 N-PORT
IWV · iShares Trust 0.05% 40,317 SH Sept. 11, 2026 Daily
SCHK · SCHWAB STRATEGIC TRUST 0.05% 11,999 NS Aug. 31, 2026 N-PORT
ITOT · iShares Trust 0.05% 190,671 SH Sept. 11, 2026 Daily
SCHB · SCHWAB STRATEGIC TRUST 0.05% 88,238 NS Aug. 31, 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0.04% 1,018 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.04% 6,013 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.04% 11,448 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.04% 114 SH Oct. 28, 2026 Daily
TOK · iShares Trust 0.04% 401 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.04% 13,732 SH Sept. 11, 2026 Daily
KOKU · DBX ETF Trust 0.04% 1,312 NS Aug. 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.04% 843 NS July 31, 2026 N-PORT
SPXD · DBX ETF Trust 0.03% 10 NS Aug. 31, 2026 N-PORT
ACWI · iShares Trust 0.03% 45,371 SH Sept. 11, 2026 Daily
SFY · Tidal Trust I 0.03% 892 NS Aug. 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.03% 683 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 129,539 SH Aug. 19, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.03% 2,199 SH Oct. 28, 2026 Daily
USNZ · DBX ETF Trust 0.02% 288 NS Aug. 31, 2026 N-PORT
USCL · iShares Trust 0.02% 2,008 SH Sept. 11, 2026 Daily
USCA · DBX ETF Trust 0.02% 2,451 NS Aug. 31, 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

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

21
rating · 24 analysts HOLD
Median target $245.00 +11.3%
3 12.5% Strong Buy
6 25.0% Buy
14 58.3% Hold
1 4.2% Sell
0 0.0% Strong Sell

12-Month Price Target

21 analysts · 2026-10-29

Mean target $245.93 +11.7%

Now Current price $220.20
Low$198.00 Mean$245.93 High$294.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MTB · 11.9 7.5% 172.1% 9.9% ·
TFC $62.13B 12.9 53.0% 26.1% 8.2% ·
HBAN · · · · · ·
CFG $25.07B 15.1 5.6% 22.2% 7.1% ·
RF · 11.8 · 28.6% 11.4% ·
EWBC $15.46B 11.8 12.2% 45.2% 15.5% ·
PNFP $7.41B 11.8 18.3% 31.2% 9.5% ·
FHN $11.59B 12.8 7.2% 28.7% 11.1% ·
WTFC $9.36B 12.3 5.9% 310.1% 11.4% ·
SSB $9.33B 12.0 56.1% 29.8% 8.9% ·
UMBF $8.74B 12.4 62.8% 26.5% 9.4% ·

Latest News Recent headlines mentioning this company

23

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

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed Aug 4, 2026