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

03
Price $67.38
Market Cap (MRQ) $6.78B
P/E 11.8
EPS $5.72
Div Yield 3.5%
ROE 7.1%
52W Range $61–$77

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

04
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Stock splits 1
Ex-date Split Type
June 3, 2002 2-for-1 Forward

About Prosperity Bancshares, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Prosperity Bancshares, Inc. is a bank holding company headquartered in Houston, Texas with operations in Texas and central Oklahoma. As of December 31, 2019, the company operated 285 branches: 65 in the Houston area, including The Woodlands, Texas; 30 in South Texas, including Corpus Christi, Texas and Victoria, Texas; 75 in the Dallas–Fort Worth metroplex; 22 in East Texas; 29 in Central Texas, including Austin, Texas and San Antonio; 34 in West Texas, including Lubbock, Texas, Midland–Odessa, and Abilene, Texas; 16 in Bryan–College Station; 6 in Central Oklahoma; and 8 in Tulsa, Oklahoma.

## History

The company was formed in 1983 to purchase a former Allied Bank branch in Edna, Texas. The Edna bank dated back to 1949 as the First National Bank of Edna.

In November 2008, in a transaction organized by the Federal Deposit Insurance Corporation, the company acquired Franklin Bank, which suffered from bank failure.

In 2010, the company acquired three branches in Texas as part of the acquisition of FBOP Corporation by U.S. Bancorp.

In July 2012, the company acquired the 37-branch American State Bank, which provided the company its first locations in West Texas.

In April 2013, the company acquired Coppermark Bank and its nine branches, including six branches in Central Oklahoma, its first presence outside Texas.

In November 2013, the company acquired First Victoria National Bank and its 34 branches.

In April 2014, the company acquired F&M Bancorporation and its 13 branches, including several in Tulsa, Oklahoma.

In November 2019, the company acquired LegacyTexas Bank and its 42 branches.

In April 2024, the merger of Prosperity Bancshares and Lone Star State Bancshares and subsidiaries of LS Bancshares and Prosperity Bank was completed. The end of the operational integration is 28 October 2024.

In January 2026, the company acquired American Bank Holding Corporation and its subsidiary American Bank which operated 18 banking offices and two loan production offices in South and Central Texas.

In February 2026, the company acquired Southwest Bancshares, Inc and its wholly owned subsidiary Texas Partners Bank which operated 11 banking offices in Central Texas including its main office in San Antonio.

In July 2026, the company acquired Stellar Bancorp, Inc. Stellar operated 52 banking offices including its main office in Houston and banking offices in the Houston, Beaumont and East Texas areas and in Dallas, Texas.

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

Wikidata ↗

sectorFinancials industryBanking employees4,324 countryUS

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

06
EPS$5.72
2016-12-31 → 2025-12-31
Free Cash Flow$517M
2016-12-31 → 2025-12-31
Net margin43.4%
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 PB 5Y avg Peer Median Verdict
P/E 11.85Y avg ≈13.8 ≈13.8 12.5 Overvalued
P/S 5.05Y avg ≈5.7 ≈5.7 4.5 Pricier
P/B (MRQ) 0.85Y avg ≈0.9 ≈0.9 1.1 Undervalued
Price / FCF (TTM) 11.55Y avg ≈12.6 ≈12.6 · ·
Price / Cash Flow (TTM) 10.95Y avg ≈11.9 ≈11.9 11.2 Overvalued
Price / Tangible Book (MRQ) 0.85Y avg ≈1.9 ≈1.9 · ·
PEG Ratio ≈84.1 · · ·

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
Dividend Yield3.5%
Payout Ratio40.8%
Annualized Payout≈$2.40Paid quarterly
5Y Div CAGR≈4.7%Per share, split-adjusted
Growth Streak≈25Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.60USD≈3.4%
Jun 15, 2026$0.60USD≈3.3%
Mar 13, 2026$0.60USD≈3.7%
Dec 15, 2025$0.60USD≈3.2%
Sep 15, 2025$0.58USD≈3.5%
Jun 13, 2025$0.58USD≈3.4%
Mar 14, 2025$0.58USD≈3.2%
Dec 13, 2024$0.58USD≈2.8%
Sep 13, 2024$0.56USD≈3.1%
Jun 14, 2024$0.56USD≈3.9%
Mar 14, 2024$0.56USD≈3.7%
Dec 14, 2023$0.56USD≈3.3%
Sep 14, 2023$0.55USD≈3.9%
Jun 14, 2023$0.55USD≈3.7%
Mar 14, 2023$0.55USD≈3.4%
Dec 14, 2022$0.55USD≈3.1%
Sep 14, 2022$0.52USD≈3.0%
Jun 14, 2022$0.52USD≈3.0%
Mar 14, 2022$0.52USD≈2.9%
Dec 14, 2021$0.52USD≈2.8%

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

14
Avg Surprise -3.2%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 21, 2026 $1.67 $1.56 7.2%
March 31, 2026 $1.16 $1.44 -19.4%
Dec. 31, 2025 $1.49 $1.50 -0.36%
Sept. 30, 2025 $1.45 $1.48 -2.4%
June 30, 2025 $1.42 $1.45 -2.3%
March 31, 2025 $1.37 $1.40 -1.9%

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

15
Income Statement 11
Metric Trend 202520242023202220212020201920182017201620152014
R&D Expense $8M$8M$7M$6M$5M$5M$5M$5M$4M$4M$4M$5M
Interest Expense ··$488M$90M$54M$113M$137M$98M$60M$43M$39M$44M
Interest Income $1.57B$1.62B$1.44B$1.09B$1.05B$1.14B$833M$727M$677M$676M$670M$715M
Pretax Income $694M$613M$534M$666M$660M$645M$419M$403M$406M$409M$430M$446M
Income Tax $151M$133M$115M$142M$140M$116M$87M$81M$134M$134M$144M$148M
Net Income $543M$479M$419M$525M$519M$529M$333M$322M$272M$274M$287M$297M
EPS (Basic) $5.72$5.05$4.51$5.73$5.60$5.68$4.52$4.61$3.92$3.94$4.09$4.32
EPS (Diluted) $5.72$5.05$4.51$5.73$5.05$5.68$4.52$4.61$3.92$3.94$4.09$4.32
Shares (Basic) 94,917,00095,000,00092,902,00091,604,00092,657,00093,058,00073,524,00069,821,00069,484,00069,674,00070,033,00068,855,000
Shares (Diluted) 94,917,00095,000,00092,902,00091,604,00092,657,00093,058,00073,524,00069,821,00069,484,00069,680,00070,049,00068,911,000
EBITDA $34M$35M$31M$28M$30M$31M$20M$18M$19M$22M$22M$24M
Balance Sheet 15
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents ········$392M$437M$564M$678M
PP&E (Net) $383M$371M$370M$339M$320M$324M$327M$257M$257M$262M$268M$282M
PP&E (Gross) $597M$568M$553M$507M$473M$462M$457M$378M$368M$362M$357M$359M
Accum. Depreciation $214M$197M$183M$168M$153M$138M$130M$121M$111M$100M$89M$78M
Goodwill $3.50B$3.50B$3.40B$3.23B$3.23B$3.23B$3.22B$1.90B$1.90B$1.90B$1.87B$1.87B
Intangibles $52M$66M$64M$51M$62M$73M$86M$33M$39M$46M$49M$59M
Total Assets $38.46B$39.57B$38.55B$37.69B$37.83B$34.06B$32.19B$22.69B$22.59B$22.33B$22.04B$21.51B
Total Liabilities $30.85B$32.13B$31.47B$30.99B$31.41B$27.93B$26.21B$18.64B$18.76B$18.69B$18.57B$18.26B
Common Stock $93M$95M$94M$91M$92M$93M$95M$70M$69M$69M$70M$70M
Paid-in Capital ··········$2.04B$2.03B
Retained Earnings $3.87B$3.55B$3.28B$3.07B$2.74B$2.40B$2.14B$1.94B$1.72B$1.54B$1.36B$1.15B
Treasury Stock ··········$607.0K$607.0K
Stockholders' Equity $7.62B$7.44B$7.08B$6.70B$6.43B$6.13B$5.97B$4.05B$3.82B$3.64B$3.46B$3.24B
Liabilities + Equity $38.46B$39.57B$38.55B$37.69B$37.83B$34.06B$32.19B$22.69B$22.59B$22.33B$22.04B$21.51B
Shares Outstanding 93,058,17195,275,27993,722,38391,313,61592,170,48092,570,78994,746,01969,846,82569,490,91069,491,01270,021,67369,779,565
Cash Flow 16
Metric Trend 202520242023202220212020201920182017201620152014
D&A $34M$35M$31M$28M$30M$31M$20M$18M$19M$22M$22M$24M
Stock-based Comp $12M$13M$12M$12M$13M$13M$11M$10M$7M$10M$11M$8M
Deferred Tax $-4M$3M$7M$6M$23M$25M$-26M$7M$11M$19M$35M$46M
Amort. of Intangibles $14M$16M$13M$10M$12M$13M$7M$6M$7M$9M$10M$10M
Other Non-cash $-36M$-57M$177M$-64M$110M$-15M$66M$-37M$82M$9M$-44M$-27M
Operating Cash Flow $550M$473M$646M$507M$695M$582M$403M$320M$391M$334M$311M$348M
CapEx $33M$21M$34M$42M$19M$22M$19M$15M$11M$5M$9M$12M
Investing Cash Flow $774M$1.98B$1.09B$-1.96B$-2.72B$-1.27B$1.26B$-119M$-373M$41M··
Net Debt Issued ·······$-4M$-558.0K$-618.0K$-2M$-2M
Stock Repurchased $157M$75M$72M$66M$52M$115M$94M··$51M··
Net Stock Activity $-157M$-75M$-72M$-66M$-52M$-115M$-94M··$-51M··
Dividends Paid $221M$214M$206M$193M$184M$174M$129M$104M$96M$86M$78M$68M
Financing Cash Flow $-1.55B$-940M$-1.71B$-667M$3.23B$1.46B$-1.50B$-182M$-63M$-502M··
Net Change in Cash $-225M$1.51B$34M$-2.12B$1.20B$769M$163M$19M$-45M$-127M$-114M$296M
Free Cash Flow $517M$452M$612M$464M$676M$560M$384M$305M$379M$329M$301M$336M
Levered FCF ··$229M$394M$633M$467M$276M$227M$339M$300M$275M$307M
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 43.4%40.2%37.8%45.6%45.8%45.5%40.6%43.2%37.1%36.5%38.1%37.5%
Pretax Margin 55.5%51.4%48.2%57.9%58.2%55.5%51.1%54.0%55.4%54.4%57.3%56.1%
EBITDA Margin 2.7%2.9%2.8%2.5%2.6%2.7%2.5%2.5%2.6%3.0%3.0%3.0%
ROA 1.4%1.2%1.1%1.4%1.4%1.6%1.2%1.4%1.2%1.2%1.3%1.5%
ROE 7.1%6.5%5.9%7.9%8.1%8.7%6.6%8.0%7.2%7.6%8.3%9.2%
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.00.00.00.00.00.00.00.00.00.0
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $81.84$78.07$75.54$73.37$69.73$66.23$63.02$58.02$55.03$52.41$49.45$46.50
Revenue / Share $13.17$12.55$11.94$12.56$12.23$12.49$11.15$10.68$10.56$10.78$10.73$11.52
Cash Flow / Share $5.79$4.98$6.96$5.53$7.50$6.26$5.48$4.59$5.62$4.80$4.44$5.05
Cash / Share ········$5.65$6.29$8.05$9.71
Dividend Paid / Share ··········$1.12$0.99
EPS (TTM) $5.72$5.05$4.51$5.73$5.05$5.68$4.52$4.61$3.92$3.94$4.09$4.32
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 4.8%7.4%-3.5%1.5%-2.5%·······
Revenue CAGR 3Y 2.8%1.7%-1.5%·········
Revenue CAGR 5Y 1.5%···········
EPS YoY 13.3%12.0%-21.3%13.5%-11.1%·······
EPS CAGR 3Y -0.06%0.00%-7.4%·········
EPS CAGR 5Y 0.14%···········
Net Income YoY 13.2%14.3%-20.1%1.0%-1.8%·······
Net Income CAGR 3Y 1.1%-2.6%-7.4%·········
Net Income CAGR 5Y 0.52%···········
Dividends Paid CAGR 5Y 5.0%···········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $1.25B$1.19B$1.11B$1.15B$1.13B$1.16B$820M$746M$733M$751M$751M$792M
Net Income TTM $543M$479M$419M$525M$519M$529M$333M$322M$272M$274M$287M$297M
Market Cap $6.43B$7.18B$6.35B$6.64B$6.66B$6.42B$6.81B$4.35B$4.87B$4.99B$3.35B$3.86B
P/E 12.114.915.012.714.312.215.913.517.918.211.712.8
P/S 5.16.05.75.85.95.58.35.86.66.64.54.9
P/B 0.81.00.91.01.01.01.11.11.31.41.01.2
P / Tangible Book 1.61.91.81.92.12.3······
P / Cash Flow 11.715.29.813.19.611.016.913.612.514.910.811.1
P / FCF 12.415.910.414.39.911.517.714.312.815.111.111.5
Dividend Yield 3.4%3.0%3.2%2.9%2.8%2.7%1.9%2.4%2.0%1.7%2.3%1.8%
Earnings Yield 8.3%6.7%6.7%7.9%7.0%8.2%6.3%7.4%5.6%5.5%8.6%7.8%
Payout Ratio 40.8%44.7%49.1%36.8%35.5%32.9%38.8%32.3%35.2%31.4%27.3%23.0%
Annual Payout $221M$214M$206M$193M$184M$174M$129M$104M$96M$86M$78M$68M

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
Net Income $543M $479M $419M $525M $519M
Diluted EPS $5.72 $5.05 $4.51 $5.73 $5.05

Institutional owners (13F) 477 filers · $7.1B 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 477
Value held $7.1B
New positions 74
Exited positions 45
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
74 (-14 vs prior Q) 45 (-10 vs prior Q) 188 (+23 vs prior Q) 125 (+6 vs prior Q) +2.1M

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
BlackRock, Inc. $746,775,619 10,225,601 10.56% Shares
VANGUARD GROUP INC $708,856,225 10,256,927 10.02% Shares
AQR CAPITAL MANAGEMENT LLC $460,431,962 6,304,696 6.51% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $453,406,025 6,208,490 6.41% Shares
STATE STREET CORP $402,472,756 5,466,720 5.69% Shares
DIMENSIONAL FUND ADVISORS LP $370,285,320 5,070,242 5.24% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $350,099,101 4,793,908 4.95% Shares
VANGUARD CAPITAL MANAGEMENT LLC $323,171,188 4,425,184 4.57% Shares
MORGAN STANLEY $236,098,715 3,232,897 3.34% Shares
NEUBERGER BERMAN GROUP LLC $211,788,852 2,900,025 2.99% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $170,514,396 2,314,597 2.41% Shares
GOLDMAN SACHS GROUP INC $162,277,595 2,222,068 2.29% Shares
GEODE CAPITAL MANAGEMENT, LLC $154,877,419 2,106,122 2.19% Shares
AMERICAN CENTURY COMPANIES INC $145,274,751 1,989,245 2.05% Shares
BROWN ADVISORY INC $108,048,794 1,479,512 1.53% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94,543,469 1,294,584 1.34% Shares
NORGES BANK $93,515,134 1,280,503 1.32% Shares
NORTHERN TRUST CORP $79,752,777 1,092,055 1.13% Shares
CITADEL ADVISORS LLC $79,090,029 1,082,980 1.12% Shares
SNYDER CAPITAL MANAGEMENT L P $69,054,612 945,565 0.98% Shares
FIRST TRUST ADVISORS LP $64,351,867 881,170 0.91% Shares
ALGEBRIS (UK) LTD $59,464,580 816,821 0.84% Shares
Bank of New York Mellon Corp $57,877,271 792,514 0.82% Shares
UBS Group AG $56,879,562 778,852 0.80% Shares
VANGUARD FIDUCIARY TRUST CO $46,462,928 636,217 0.66% Shares
Perpetual Ltd $43,330,306 593,322 0.61% Shares
LOOMIS SAYLES & CO L P $38,403,457 525,859 0.54% Shares
PRIVATE MANAGEMENT GROUP INC $37,189,943 509,242 0.53% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $37,003,060 506,683 0.52% Shares
FIL Ltd $35,206,522 482,083 0.50% Shares
BANK OF AMERICA CORP /DE/ $35,197,062 481,953 0.50% Shares
D. E. Shaw & Co., Inc. $34,243,110 468,891 0.48% Shares
Port Capital LLC $33,670,847 461,055 0.48% Shares
Artisan Partners Limited Partnership $31,838,889 435,970 0.45% Shares
Azora Capital LP $29,119,617 398,735 0.41% Shares
ProShare Advisors LLC $27,836,845 381,170 0.39% Shares
JPMORGAN CHASE & CO $23,839,817 319,016 0.34% Shares
Invesco Ltd. $22,673,551 310,469 0.32% Shares
RHUMBLINE ADVISERS $21,857,818 299,300 0.31% Shares
IEQ CAPITAL, LLC $19,899,755 272,487 0.28% Shares
OPINICUS CAPITAL, INC. $19,317,530 264,515 0.27% Shares
Creative Planning $18,458,062 252,746 0.26% Shares
Mariner, LLC $17,423,751 238,581 0.25% Shares
PATRON PARTNERS, LLC $16,961,948 232,260 0.24% Shares
NORTH STAR ASSET MANAGEMENT INC $16,787,886 229,877 0.24% Shares
PRINCIPAL FINANCIAL GROUP INC $16,734,021 229,139 0.24% Shares
AMERIPRISE FINANCIAL INC $16,653,103 227,951 0.24% Shares
NEW YORK STATE COMMON RETIREMENT FUND $16,468,484 225,503 0.23% Shares
PALISADE CAPITAL MANAGEMENT, LP $15,903,743 217,770 0.22% Shares
Leeward Investments, LLC - MA $15,084,200 206,548 0.21% Shares

Show all 477 institutional owners →

Activists & 5%+ owners 2 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
March 20, 2001 · Initial filing · SEC
Undisclosed reporting person March 12, 2001 · Initial filing Passive investment 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 38 insiders · 17 officers · 27 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
David Zalman Senior Chairman & CEO Dec. 31, 2025 A 498,935 0 0 $0
Asylbek Osmonov CFO Dec. 31, 2025 A 26,861 0 0 $0
David Hollaway Chief Financial Officer Dec. 31, 2018 A 170,074 0 0 $0
Kevin J Hanigan President & COO Oct. 21, 2025 A 243,306 0 0 $0
James D Rollins III President & COO Nov. 16, 2012 M 79,785 0 0 $0
Robert R Franklin Jr Vice Chairman July 6, 2026 A 157,392 0 0 $0
Charlotte M Rasche EVP and General Counsel July 1, 2026 A 61,567 0 0 $0
Robert J. Dowdell Executive Vice President Dec. 31, 2025 A 31,543 0 0 $0
Mays J. Davenport EVP/Director of Corp Strategy Dec. 31, 2025 A 78,480 0 0 $0
Randy Hester Executive Vice President Dec. 31, 2025 A 138,034 0 0 $0
Edward Z Safady Vice Chairman Dec. 31, 2025 A 78,343 0 0 $0
H E Timanus JR Chairman Dec. 31, 2025 A 232,729 0 0 $0
Robert L Benter Executive Vice President Dec. 31, 2018 A 16,238 0 0 $0
Michael Epps Executive Vice President Feb. 1, 2018 S 117,403 0 0 $0
Chris A Bagley Chief Credit Officer of Bank Dec. 31, 2013 A 69,029 0 0 $0
Peter Fisher General Counsel March 13, 2012 S 0 0 0 $0
Michael D Hunter Vice Chairman March 24, 2008 S 0 0 0 $0
Ned S Holmes Director Sept. 30, 2026 S 38,600 0 243 $-4,001,517
Joe B Swinbank Director July 1, 2026 A 38,638 0 0 $0
William T. Luedke IV Director July 1, 2026 A 29,949 0 0 $0
Robert H Steelhammer Director May 26, 2026 S 137,155 0 1 $-104,250
Laura Murillo Director April 21, 2026 A 6,200 0 0 $0
Ileana M Blanco Director April 21, 2026 A 6,200 0 0 $0
Jack L. Lord Director April 21, 2026 A 35,825 0 0 $0
Leah Henderson Director April 21, 2026 A 9,775 0 1 $-76,650
Harrison Stafford II Director April 21, 2026 A 109,637 0 1 $-56,608
Perry Mueller JR Director April 21, 2026 A 18,525 0 4 $-1,606,451
James A Bouligny Director April 21, 2026 A 3,300 0 0 $0
W.R. Collier Director Jan. 29, 2024 G 4,782 0 0 $0
George A. Fisk Director Nov. 23, 2022 G 400 0 0 $0
HUNT BRUCE W Director April 19, 2022 A 44,445 0 0 $0
William Fagan Director April 21, 2015 A 814,834 0 0 $0
Ervan E Zouzalik Director Sept. 28, 2012 G 65,580 0 0 $0
Reed S Morian Director Nov. 26, 2008 S 166,975 0 0 $0
Tracy T Rudolph Director July 15, 2008 D 121,160 0 0 $0
Don L Stricklin Director June 14, 2007 S 100,000 0 0 $0
Charles James Howard Director April 18, 2006 A 397,836 0 0 $0
Charles A Davis JR Director April 18, 2006 A 72,920 0 0 $0

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

ETF ownership Held by 72 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 1.40% 127,847 SH Sept. 11, 2026 Daily
XMLV · Invesco Exchange-Traded Fund Trust … 1.12% 116,355 SH Oct. 2, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 0.92% 139,110 NS July 31, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.89% 50,814 NS July 31, 2026 N-PORT
MYLD · Cambria ETF Trust 0.70% 3,165 NS July 31, 2026 N-PORT
QDF · FlexShares Trust 0.63% 187,786 NS July 31, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.63% 30,728 SH Oct. 2, 2026 Daily
QDEF · FlexShares Trust 0.58% 42,312 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.56% 3,993 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.56% 609,026 NS July 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.48% 2,272 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.44% 13,310 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.42% 86,602 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.34% 655,196 NS July 31, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.26% 15,728 SH Oct. 2, 2026 Daily
PTMC · Pacer Funds Trust 0.25% 12,982 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.23% 42,313 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.21% 25,271 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.20% 163,136 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.20% 17,183 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.19% 388,238 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.19% 1,730 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 49,423 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.18% 1,663,183 SH Aug. 19, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.16% 18,125 SH Aug. 19, 2026 Daily
TEXN · iShares Trust 0.14% 362 SH Sept. 11, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.13% 2,943 NS July 31, 2026 N-PORT
IYF · iShares Trust 0.13% 77,567 SH Sept. 11, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 13,605 NS July 31, 2026 N-PORT
IYG · iShares Trust 0.12% 35,886 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.11% 61,417 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.10% 2,620,041 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.10% 30,218 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.08% 171,942 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.08% 1,158,060 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.08% 156,918 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.07% 6,899 SH Sept. 11, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.07% 13,811 SH Oct. 2, 2026 Daily
TILT · FlexShares Trust 0.07% 20,122 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 7,255 SH Oct. 2, 2026 Daily
IWR · iShares Trust 0.06% 471,413 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.06% 4,164 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.05% 3,410 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.05% 306,057 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.04% 91,307 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.04% 241,748 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.03% 15,145 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.03% 569,783 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.03% 459,322 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.03% 3,451 SH Oct. 1, 2026 Daily
DIVB · iShares Trust 0.03% 8,325 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.03% 102,922 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 256,556 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 32,179 SH Oct. 1, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 69,400 SH Aug. 19, 2026 Daily
DFSU · Dimensional ETF Trust 0.02% 5,708 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.02% 28,284 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 36,184 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.01% 5,046 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 157,290 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 79,486 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 30,733 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 3,072,809 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 96,059 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 18,971 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 8,188 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 26,019 SH Aug. 19, 2026 Daily
IJH · iShares Trust · 4,133,785 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 600,744 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 16,108 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 5,096 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 25,192 SH Sept. 11, 2026 Daily

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

21
rating · 23 analysts BUY
Median target $82.00 +21.7%
5 21.7% Strong Buy
7 30.4% Buy
10 43.5% Hold
1 4.3% Sell
0 0.0% Strong Sell

12-Month Price Target

13 analysts · 2026-09-29

Mean target $81.08 +20.3%

← Below all targets Current price $67.38
Low$68.00 Mean$81.08 High$85.00

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
PB $6.43B 12.1 4.8% 43.4% 7.1% ·
SSB $9.33B 12.0 56.1% 29.8% 8.9% ·
CFR · 12.8 8.3% 29.0% 14.8% ·
ONB $8.69B 12.5 · 26.5% 8.1% ·
WAL · 9.6 99.7% 713.6% 13.5% ·
COLB $8.26B 12.2 18.8% 310.7% 8.5% ·
CBSH $7.20B 13.0 6.5% 32.1% 16.0% ·
BOKF $7.18B 12.9 6.1% 26.6% 10.1% ·
CBC · 13.8 13.8% 38.3% 11.3% ·
VLY · 11.6 9.3% 29.5% 7.8% ·
TFC $62.13B 12.9 53.0% 26.1% 8.2% ·

Latest News Recent headlines mentioning this company

23

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Source: SEC 10-Q filed Aug 6, 2026