PB Prosperity Bancshares, Inc. Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$74.27
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$61–$77
82% of range
Analyst Rating
HOLD
23 analysts
Price Target
$81
+10% upside
P/E (TTM)
13.0
ROE
7.1%
Net Profit Margin
43.4%

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

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.

Read more

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 ↗

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

Price
$74.27
Market Cap
$6.91B
P/E (TTM)
13.0
EPS (TTM)
$5.72
Revenue (TTM)
—
Div Yield
3.2%
ROE
7.1%
Debt/Equity
—
52W Range
$61 – $77

PB 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 $5.72
10-point trend, +45.2%
2016-12-31 → 2025-12-31
Free Cash Flow $517M
10-point trend, +57.0%
2016-12-31 → 2025-12-31
Margins 43.4%

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

Metric
5Y trend
PB
Peer Median
P/E (TTM)
5-point trend, -15.6%
13.0
12.9
P/S (TTM)
5-point trend, -12.5%
5.5
2.5
P/B
5-point trend, -18.6%
0.9
1.1
Price / FCF
5-point trend, +26.1%
13.4
—

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

Metric
5Y trend
PB
Peer Median
Net Profit Margin
5-point trend, -5.2%
43.4%
30.9%
ROA
5-point trend, -3.5%
1.4%
1.2%
ROE
5-point trend, -12.2%
7.1%
10.4%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
PB
Peer Median

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

Metric
5Y trend
PB
Peer Median
Revenue YoY
4.8%
—
Revenue CAGR 3Y
2.8%
—
Revenue CAGR 5Y
1.5%
—
EPS YoY
5-point trend, +13.3%
13.3%
—
Net Income YoY
5-point trend, +4.5%
13.2%
—

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

Metric
5Y trend
PB
Peer Median
EPS (Diluted)
5-point trend, +13.3%
$5.72
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
PB
Peer Median
Payout Ratio
5-point trend, +15.0%
40.8%
—

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

Dividend Yield
3.2%
Payout Ratio
40.8%
5Y Div CAGR
—
Ex-dateAmount
June 15, 2026$0.6000
March 13, 2026$0.6000
Dec. 15, 2025$0.6000
Sept. 15, 2025$0.5800
June 13, 2025$0.5800
March 14, 2025$0.5800
Dec. 13, 2024$0.5800
Sept. 13, 2024$0.5600
June 14, 2024$0.5600
March 14, 2024$0.5600
Dec. 14, 2023$0.5600
Sept. 14, 2023$0.5500
June 14, 2023$0.5500
March 14, 2023$0.5500
Dec. 14, 2022$0.5500
Sept. 14, 2022$0.5200
June 14, 2022$0.5200
March 14, 2022$0.5200
Dec. 14, 2021$0.5200
Sept. 14, 2021$0.4900

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

BUY 23 analysts
  • Strong Buy 5 21.7%
  • Buy 7 30.4%
  • Hold 10 43.5%
  • Sell 1 4.3%
  • Strong Sell 0 0.0%

12-Month Price Target

13 analysts · 2026-08-18
Median target $82.00 +10.4%
Mean target $81.38 +9.6%

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

Avg Surprise
-0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.67 $1.56 0.11%
March 31, 2026 $1.16 $1.44 -0.28%
Dec. 31, 2025 $1.49 $1.50 -0.01%
Sept. 30, 2025 $1.45 $1.48 -0.03%
June 30, 2025 $1.42 $1.45 -0.03%
March 31, 2025 $1.37 $1.40 -0.03%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
PB $6.43B 12.1 4.8% 43.4% 7.1% —
CFR — 12.8 8.3% 29.0% 14.8% —
ZION $8.64B 9.7 3.6% 135.8% 13.1% —
ONB $8.69B 12.5 — 26.5% 8.1% —
COLB $8.26B 12.2 18.8% 310.7% 8.5% —
WAL — 9.6 99.7% 713.6% 13.5% —
BOKF $7.18B 12.9 6.1% 26.6% 10.1% —
CBSH $7.20B 13.0 6.5% 32.1% 16.0% —
VLY — 11.6 9.3% 29.5% 7.8% —
CBC — 13.8 13.8% 38.3% 11.3% —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

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

Income Statement 11
Annual Income Statement data for PB
Metric Trend 202520242023202220212020201920182017201620152014
R&D Expense 12-point trend, +66.5% $8M $8M $7M $6M $5M $5M $5M $5M $4M $4M $4M $5M
Interest Expense 10-point trend, +1018.5% · · $488M $90M $54M $113M $137M $98M $60M $43M $39M $44M
Interest Income 12-point trend, +119.7% $1.57B $1.62B $1.44B $1.09B $1.05B $1.14B $833M $727M $677M $676M $670M $715M
Pretax Income 12-point trend, +55.6% $694M $613M $534M $666M $660M $645M $419M $403M $406M $409M $430M $446M
Income Tax 12-point trend, +1.6% $151M $133M $115M $142M $140M $116M $87M $81M $134M $134M $144M $148M
Net Income 12-point trend, +82.5% $543M $479M $419M $525M $519M $529M $333M $322M $272M $274M $287M $297M
EPS (Basic) 12-point trend, +32.4% $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) 12-point trend, +32.4% $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) 12-point trend, +37.9% 94,917,000 95,000,000 92,902,000 91,604,000 92,657,000 93,058,000 73,524,000 69,821,000 69,484,000 69,674,000 70,033,000 68,855,000
Shares (Diluted) 12-point trend, +37.7% 94,917,000 95,000,000 92,902,000 91,604,000 92,657,000 93,058,000 73,524,000 69,821,000 69,484,000 69,680,000 70,049,000 68,911,000
EBITDA 12-point trend, +44.1% $34M $35M $31M $28M $30M $31M $20M $18M $19M $22M $22M $24M
Balance Sheet 15
Annual Balance Sheet data for PB
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 4-point trend, -42.1% · · · · · · · · $392M $437M $564M $678M
PP&E (Net) 12-point trend, +36.2% $383M $371M $370M $339M $320M $324M $327M $257M $257M $262M $268M $282M
PP&E (Gross) 12-point trend, +66.2% $597M $568M $553M $507M $473M $462M $457M $378M $368M $362M $357M $359M
Accum. Depreciation 12-point trend, +175.3% $214M $197M $183M $168M $153M $138M $130M $121M $111M $100M $89M $78M
Goodwill 12-point trend, +86.9% $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 12-point trend, -12.5% $52M $66M $64M $51M $62M $73M $86M $33M $39M $46M $49M $59M
Total Assets 12-point trend, +78.8% $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 12-point trend, +68.9% $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 12-point trend, +33.3% $93M $95M $94M $91M $92M $93M $95M $70M $69M $69M $70M $70M
Paid-in Capital 2-point trend, +0.6% · · · · · · · · · · $2.04B $2.03B
Retained Earnings 12-point trend, +237.5% $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 Flat — no change across 2 periods · · · · · · · · · · $607.0K $607.0K
Stockholders' Equity 12-point trend, +134.7% $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 12-point trend, +78.8% $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 12-point trend, +33.4% 93,058,171 95,275,279 93,722,383 91,313,615 92,170,480 92,570,789 94,746,019 69,846,825 69,490,910 69,491,012 70,021,673 69,779,565
Cash Flow 16
Annual Cash Flow data for PB
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +44.1% $34M $35M $31M $28M $30M $31M $20M $18M $19M $22M $22M $24M
Stock-based Comp 12-point trend, +46.9% $12M $13M $12M $12M $13M $13M $11M $10M $7M $10M $11M $8M
Deferred Tax 12-point trend, -108.2% $-4M $3M $7M $6M $23M $25M $-26M $7M $11M $19M $35M $46M
Amort. of Intangibles 12-point trend, +45.3% $14M $16M $13M $10M $12M $13M $7M $6M $7M $9M $10M $10M
Other Non-cash 12-point trend, -33.6% $-36M $-57M $177M $-64M $110M $-15M $66M $-37M $82M $9M $-44M $-27M
Operating Cash Flow 12-point trend, +57.8% $550M $473M $646M $507M $695M $582M $403M $320M $391M $334M $311M $348M
CapEx 12-point trend, +169.4% $33M $21M $34M $42M $19M $22M $19M $15M $11M $5M $9M $12M
Investing Cash Flow 10-point trend, +1787.3% $774M $1.98B $1.09B $-1.96B $-2.72B $-1.27B $1.26B $-119M $-373M $41M · ·
Net Debt Issued 5-point trend, -108.5% · · · · · · · $-4M $-558.0K $-618.0K $-2M $-2M
Stock Repurchased 8-point trend, +207.9% $157M $75M $72M $66M $52M $115M $94M · · $51M · ·
Net Stock Activity 8-point trend, -207.9% $-157M $-75M $-72M $-66M $-52M $-115M $-94M · · $-51M · ·
Dividends Paid 12-point trend, +223.8% $221M $214M $206M $193M $184M $174M $129M $104M $96M $86M $78M $68M
Financing Cash Flow 10-point trend, -208.4% $-1.55B $-940M $-1.71B $-667M $3.23B $1.46B $-1.50B $-182M $-63M $-502M · ·
Net Change in Cash 12-point trend, -175.8% $-225M $1.51B $34M $-2.12B $1.20B $769M $163M $19M $-45M $-127M $-114M $296M
Free Cash Flow 12-point trend, +53.8% $517M $452M $612M $464M $676M $560M $384M $305M $379M $329M $301M $336M
Levered FCF 10-point trend, -25.3% · · $229M $394M $633M $467M $276M $227M $339M $300M $275M $307M
Profitability 5
Annual Profitability data for PB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +15.9% 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 12-point trend, -1.1% 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 12-point trend, -8.4% 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 12-point trend, -6.1% 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 12-point trend, -22.8% 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
Annual Efficiency data for PB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -19.2% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for PB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +76.0% $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 12-point trend, +14.3% $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 12-point trend, +14.6% $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 4-point trend, -41.9% · · · · · · · · $5.65 $6.29 $8.05 $9.71
Dividend Paid / Share 2-point trend, +12.6% · · · · · · · · · · $1 $1
EPS (TTM) 12-point trend, +32.4% $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
Annual Growth Rates data for PB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +293.6% 4.8% 7.4% -3.5% 1.5% -2.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +283.0% 2.8% 1.7% -1.5% · · · · · · · · ·
Revenue CAGR 5Y 1.5% · · · · · · · · · · ·
EPS YoY 5-point trend, +219.7% 13.3% 12.0% -21.3% 13.5% -11.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, +99.2% -0.06% 0.00% -7.4% · · · · · · · · ·
EPS CAGR 5Y 0.14% · · · · · · · · · · ·
Net Income YoY 5-point trend, +827.5% 13.2% 14.3% -20.1% 1.0% -1.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +115.4% 1.1% -2.6% -7.4% · · · · · · · · ·
Net Income CAGR 5Y 0.52% · · · · · · · · · · ·
Dividend CAGR 5Y 5.0% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for PB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +57.8% $1.25B $1.19B $1.11B $1.15B $1.13B $1.16B $820M $746M $733M $751M $751M $792M
Net Income TTM 12-point trend, +82.5% $543M $479M $419M $525M $519M $529M $333M $322M $272M $274M $287M $297M
Market Cap 12-point trend, +66.5% $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-point trend, -5.7% 12.1 14.9 15.0 12.7 14.3 12.2 15.9 13.5 17.9 18.2 11.7 12.8
P/S 12-point trend, +5.5% 5.1 6.0 5.7 5.8 5.9 5.5 8.3 5.8 6.6 6.6 4.5 4.9
P/B 12-point trend, -29.1% 0.8 1.0 0.9 1.0 1.0 1.0 1.1 1.1 1.3 1.4 1.0 1.2
P / Tangible Book 6-point trend, -30.3% 1.6 1.9 1.8 1.9 2.1 2.3 · · · · · ·
P / Cash Flow 12-point trend, +5.5% 11.7 15.2 9.8 13.1 9.6 11.0 16.9 13.6 12.5 14.9 10.8 11.1
P / FCF 12-point trend, +8.3% 12.4 15.9 10.4 14.3 9.9 11.5 17.7 14.3 12.8 15.1 11.1 11.5
Dividend Yield 12-point trend, +94.4% 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 12-point trend, +6.2% 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 12-point trend, +77.4% 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 12-point trend, +223.8% $221M $214M $206M $193M $184M $174M $129M $104M $96M $86M $78M $68M

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 $543M$479M$419M$525M$519M
Diluted EPS $5.72$5.05$4.51$5.73$5.05
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $517M$452M$612M$464M$676M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 481 filers · $4.0B 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
79 (-2 vs prior Q) 44 (-10 vs prior Q) 183 (+26 vs prior Q) 116 (-6 vs prior Q) +13.6M

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 PORTFOLIO MANAGEMENT LLC $453,406,025 6,208,490 11.33% Shares
STATE STREET CORP $402,472,756 5,466,720 10.05% Shares
DIMENSIONAL FUND ADVISORS LP $355,335,441 4,865,609 8.88% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $350,099,101 4,793,908 8.75% Shares
VANGUARD CAPITAL MANAGEMENT LLC $323,171,188 4,425,184 8.07% Shares
NEUBERGER BERMAN GROUP LLC $210,441,668 2,881,578 5.26% Shares
AMERICAN CENTURY COMPANIES INC $145,274,751 1,989,245 3.63% Shares
GEODE CAPITAL MANAGEMENT, LLC $125,052,119 1,700,446 3.12% Shares
GOLDMAN SACHS GROUP INC $97,647,975 1,337,094 2.44% Shares
NORGES BANK $93,515,134 1,280,503 2.34% Shares
CITADEL ADVISORS LLC $76,207,754 1,043,513 1.90% Shares
SNYDER CAPITAL MANAGEMENT L P $69,054,612 945,565 1.73% Shares
ALGEBRIS (UK) LTD $59,464,580 816,821 1.49% Shares
VANGUARD FIDUCIARY TRUST CO $46,462,928 636,217 1.16% Shares
Perpetual Ltd $43,250,338 592,227 1.08% Shares
PRIVATE MANAGEMENT GROUP INC $37,189,943 509,242 0.93% Shares
LOOMIS SAYLES & CO L P $34,495,403 472,346 0.86% Shares
D. E. Shaw & Co., Inc. $34,243,110 468,891 0.86% Shares
Port Capital LLC $33,670,847 461,055 0.84% Shares
Artisan Partners Limited Partnership $31,838,889 435,970 0.80% Shares
Azora Capital LP $29,119,617 398,735 0.73% Shares
ProShare Advisors LLC $27,836,845 381,170 0.70% Shares
BANK OF AMERICA CORP /DE/ $26,929,010 368,739 0.67% Shares
RHUMBLINE ADVISERS $21,857,818 299,300 0.55% Shares
IEQ CAPITAL, LLC $19,899,755 272,487 0.50% Shares
Mesirow Institutional Investment Management, Inc. $19,660,623 260,924 0.49% Shares
OPINICUS CAPITAL, INC. $19,317,530 264,515 0.48% Shares
Mariner, LLC $17,128,776 234,542 0.43% Shares
PATRON PARTNERS, LLC $16,961,948 232,260 0.42% Shares
NORTH STAR ASSET MANAGEMENT INC $16,787,886 229,877 0.42% Shares
PRINCIPAL FINANCIAL GROUP INC $16,643,391 227,898 0.42% Shares
NEW YORK STATE COMMON RETIREMENT FUND $16,468,484 225,503 0.41% Shares
PALISADE CAPITAL MANAGEMENT, LP $15,903,743 217,770 0.40% Shares
NORTH STAR ASSET MANAGEMENT INC $15,666,375 233,200 0.39% Shares
FIL Ltd $15,116,918 206,996 0.38% Shares
Leeward Investments, LLC - MA $15,084,200 206,548 0.38% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $14,836,775 203,160 0.37% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $14,802,524 202,691 0.37% Shares
Quantinno Capital Management LP $14,411,355 197,334 0.36% Shares
California Public Employees Retirement System $14,164,753 193,958 0.35% Shares
Swiss National Bank $14,150,804 193,767 0.35% Shares
MERCER GLOBAL ADVISORS INC /ADV $12,583,144 172,301 0.31% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $11,923,608 163,270 0.30% Shares
STIFEL FINANCIAL CORP $11,272,439 154,354 0.28% Shares
SUMMIT SECURITIES GROUP LLC $11,193,016 153,266 0.28% Shares
FIRST NATIONAL BANK OF OMAHA $11,120,949 151,604 0.28% Shares
Clearbridge Investments, LLC $10,010,324 137,071 0.25% Shares
North Reef Capital Management LP $9,493,900 130,000 0.24% Shares
VICTORY CAPITAL MANAGEMENT INC $9,241,873 126,549 0.23% Shares
Bridgewater Associates, LP $9,074,051 124,251 0.23% Shares
KING LUTHER CAPITAL MANAGEMENT CORP $8,915,429 122,079 0.22% Shares
CWM, LLC $8,765,021 130,471 0.22% Shares
BW Gestao de Investimentos Ltda. $8,465,492 115,918 0.21% Shares
ALLIANCEBERNSTEIN L.P. $8,258,303 122,928 0.21% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $8,067,109 120,082 0.20% Shares
VANGUARD ASSET MANAGEMENT, Ltd $7,867,011 107,723 0.20% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $7,793,177 106,712 0.19% Shares
Retirement Systems of Alabama $7,617,905 104,312 0.19% Shares
THIRD AVENUE MANAGEMENT LLC $7,461,329 102,168 0.19% Shares
TWO SIGMA INVESTMENTS, LP $7,392,900 101,231 0.18% Shares
KWMG, LLC $7,392,424 101,224 0.18% Shares
NATIONAL BANK OF CANADA /FI/ $7,303,000 100,000 0.18% Shares
AMERIPRISE FINANCIAL INC $7,103,312 97,186 0.18% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7,018,806 106,944 0.18% Shares
Balyasny Asset Management L.P. $6,995,836 95,794 0.17% Shares
BARCLAYS PLC $6,695,755 91,685 0.17% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $6,429,634 88,041 0.16% Shares
DEAN INVESTMENT ASSOCIATES, LLC $6,407,141 87,733 0.16% Shares
Campbell & CO Investment Adviser LLC $5,996,858 82,115 0.15% Shares
BlackRock, Inc. $5,757,831 78,842 0.14% Shares
CAMBIAR INVESTORS LLC $5,419,410 74,208 0.14% Shares
VANGUARD GROUP INC $5,359,342 77,548 0.13% Shares
Lido Advisors, LLC $5,272,099 71,604 0.13% Shares
Squarepoint Ops LLC $5,252,756 71,926 0.13% Shares
COUNTRY CLUB BANK /GFN $5,226,143 79,220 0.13% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $5,151,682 70,542 0.13% Shares
Savvy Advisors, Inc. $5,017,964 68,711 0.13% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $4,755,605 70,789 0.12% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,505,659 61,696 0.11% Shares
GUGGENHEIM CAPITAL LLC $4,500,401 61,624 0.11% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $4,466,953 61,166 0.11% Shares
Legal & General Group Plc $4,375,812 59,918 0.11% Shares
VOYA INVESTMENT MANAGEMENT LLC $4,354,633 59,628 0.11% Shares
STATE OF WISCONSIN INVESTMENT BOARD $4,343,240 59,472 0.11% Shares
Man Group plc $4,281,311 58,624 0.11% Shares
WELLINGTON MANAGEMENT GROUP LLP $4,257,795 58,302 0.11% Shares
Fisher Asset Management, LLC $4,247,325 58,158 0.11% Shares
BNP PARIBAS FINANCIAL MARKETS $4,172,204 57,130 0.10% Shares
UBS Group AG $3,793,909 51,950 0.09% Shares
Cerity Partners LLC $3,664,572 50,179 0.09% Shares
Rafferty Asset Management, LLC $3,606,514 49,384 0.09% Shares
MetLife Investment Management, LLC $3,563,134 48,790 0.09% Shares
ENVESTNET ASSET MANAGEMENT INC $3,559,296 48,737 0.09% Shares
Vanguard Global Advisers, LLC $3,524,355 48,259 0.09% Shares
NORTHERN TRUST CORP $3,416,855 46,787 0.09% Shares
Sanctuary Advisors, LLC $3,374,504 46,207 0.08% Shares
CAPTRUST FINANCIAL ADVISORS $3,370,804 46,156 0.08% Shares
1900 WEALTH MANAGEMENT LLC $3,341,049 45,749 0.08% Shares
Nuveen Asset Management, LLC $3,326,024 44,141 0.08% Shares
Police & Firemen's Retirement System of New Jersey $3,318,191 45,436 0.08% Shares

Company insiders 38 insiders · 17 officers · 26 directors

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
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
Ned S Holmes — Aug. 12, 2026 S 39,300 0 233 $-3,973,230

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

Activists & 5%+ owners 2 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
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.

ETF ownership Held by 97 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
NBSM · Neuberger Berman ETF Trust 1.77% 58,049 NS May 31, 2026 N-PORT
REGL · ProShares Trust 1.56% 378,563 NS May 31, 2026 N-PORT
IAT · iShares Trust 1.37% 125,547 SH Aug. 8, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 1.23% 189,783 NS April 30, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.11% 112,793 SH Aug. 8, 2026 Daily
MMID · MFS Active Exchange Traded Funds Tr… 1.02% 5,055 NS May 31, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.98% 70,057 NS April 30, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.67% 30,554 SH Aug. 8, 2026 Daily
PAMC · Pacer Funds Trust 0.53% 4,810 NS April 30, 2026 N-PORT
IJJ · iShares Trust 0.50% 599,282 SH Aug. 8, 2026 Daily
AUSF · Global X Funds 0.49% 60,407 NS May 31, 2026 N-PORT
QDF · FlexShares Trust 0.47% 144,540 NS April 30, 2026 N-PORT
QDEF · FlexShares Trust 0.47% 35,856 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.47% 502,107 NS April 30, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.46% 2,009 NS April 30, 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.45% 10,453 NS May 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.44% 13,553 NS April 30, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.42% 86,602 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.29% 562,842 NS April 30, 2026 N-PORT
XJH · iShares Trust 0.28% 15,953 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.26% 25,015 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.24% 4,064,965 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.22% 13,029 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.21% 40,533 NS April 30, 2026 N-PORT
PTMC · Pacer Funds Trust 0.21% 11,592 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.20% 163,136 SH Aug. 8, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.20% 23,969 NS April 30, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.19% 240,243 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.18% 1,663,183 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.16% 18,125 SH Aug. 8, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.16% 14,235 NS April 30, 2026 N-PORT
MVV · ProShares Trust 0.15% 3,491 NS May 31, 2026 N-PORT
TEXN · iShares Trust 0.15% 336 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.15% 300,088 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.15% 486,070 NS May 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.14% 1,673 NS April 30, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.13% 2,615 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.13% 5,096 SH Aug. 8, 2026 Daily
IYF · iShares Trust 0.13% 76,601 SH Aug. 8, 2026 Daily
SCHM · SCHWAB STRATEGIC TRUST 0.13% 272,916 NS May 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 36,646 NS April 30, 2026 N-PORT
IYG · iShares Trust 0.12% 35,353 SH Aug. 8, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 12,472 NS April 30, 2026 N-PORT
SMMD · iShares Trust 0.11% 57,777 SH Aug. 8, 2026 Daily
UMDD · ProShares Trust 0.11% 488 NS May 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.10% 2,620,041 SH Aug. 8, 2026 Daily
IWS · iShares Trust 0.08% 174,010 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.08% 1,158,060 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.08% 156,918 SH Aug. 8, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.08% 24,809 NS April 30, 2026 N-PORT