PSBD Palmer Square Capital BDC Inc. Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$9.77
· of 52w range
· above low
· to high
$9.3452w low
$13.1152w high
Market Cap (MRQ)
$300M
P/E
5.9
EPS
$1.66
your badges
52W Range
$9–$13
Analyst Rating
HOLD
Price Target
$11
P/E
5.9
ROE
-0.65%
Net Profit Margin
·
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PSBD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.77
Market Cap (MRQ)
$300M
P/E
5.9
EPS
$1.66
ROE
-0.65%
Debt/Equity (MRQ)
0.7
52W Range
$9–$13
PSBD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$1.662021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 5.9 | · | 7.9 | Undervalued | |
| P/B (MRQ) | 0.7 | · | 0.6 | Overvalued | |
| Price / Cash Flow | 1.9 | · | 5.2 | Undervalued | |
| Price / Tangible Book | 0.7 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | -0.24%5Y avg ≈1.7% | ≈1.7% | 0.94% | Below avg | |
| ROE | -0.65%5Y avg ≈2.9% | ≈2.9% | 2.1% | Below avg |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.7 | · | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EPS YoY | -14.0%5Y avg ≈4.9% | ≈4.9% | · | · | |
| Net Income YoY | -55.8% | · | · | · | |
| EPS CAGR 3Y | -2.3% | · | · | · | |
| Net Income CAGR 3Y | 35.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$1.52
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 25, 2026 | $0.38 | USD | ≈16.0% |
| Jun 26, 2026 | $0.39 | USD | ≈15.0% |
| Mar 27, 2026 | $0.37 | USD | ≈16.6% |
| Dec 29, 2025 | $0.43 | USD | ≈13.9% |
| Sep 26, 2025 | $0.42 | USD | ≈14.1% |
| Jun 27, 2025 | $0.42 | USD | ≈12.6% |
| Mar 28, 2025 | $0.39 | USD | ≈12.9% |
| Dec 27, 2024 | $0.48 | USD | ≈12.3% |
| Sep 27, 2024 | $0.47 | USD | ≈8.9% |
| Jun 28, 2024 | $0.47 | USD | ≈5.9% |
| Mar 27, 2024 | $0.49 | USD | ≈3.0% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-137.4%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 4, 2026 | $0.27 | $0.62 | -56.2% |
| March 31, 2026 | May 13, 2026 | $-1.19 | $0.51 | -332.6% |
| Dec. 31, 2025 | $-0.16 | $0.42 | -137.9% | |
| Sept. 30, 2025 | $0.10 | $0.44 | -77.3% | |
| June 30, 2025 | $0.22 | $0.38 | -42.0% | |
| March 31, 2025 | $-0.26 | $0.33 | -178.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | $2M | $2M | |
| Operating Expenses | $71M | $81M | $55M | $34M | $18M | |
| Operating Income | · | · | · | $-33M | $-17M | |
| Interest Expense | · | · | $44M | $23M | $9M | |
| Net Income | $-3M | $48M | $108M | $-74M | $19M | |
| EPS (Basic) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| EPS (Diluted) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| Shares (Basic) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| Shares (Diluted) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| EBITDA | · | · | · | $-33M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $3M | $2M | $2M | $1M | |
| Total Assets | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Short-term Debt | $302M | $303M | $0 | · | · | |
| Total Liabilities | $755M | $893M | $660M | $694M | $764M | |
| Total Debt | $302M | $303M | · | · | · | |
| Common Stock | $31.3K | $32.6K | $27.1K | $24.3K | $22.6K | |
| Paid-in Capital | · | · | · | $474M | $445M | |
| Retained Earnings | $-130M | $-73M | $-59M | $-111M | $8M | |
| Stockholders' Equity | $464M | $538M | $462M | $363M | $453M | |
| Liabilities + Equity | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Shares Outstanding | 31,260,963 | 32,600,193 | 27,102,794 | 24,286,628 | 22,750,331 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $161M | $-201M | $20M | $25M | $-438M | |
| Stock Issued | $0 | $90M | $18M | $5M | $189M | |
| Stock Repurchased | $18M | $1M | $0 | $0 | · | |
| Net Stock Activity | $-18M | $88M | $18M | $5M | · | |
| Financing Cash Flow | $-160M | $201M | $-19M | $-25M | $438M | |
| Net Change in Cash | · | · | · | $557.3K | $410.9K |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | -0.24% | 3.8% | 9.9% | -6.6% | · | |
| ROE | -0.65% | 8.8% | 23.7% | -20.2% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.6 | · | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $14.85 | $16.50 | $17.04 | $14.96 | · | |
| Cash Flow / Share | $5.00 | $-6.20 | $0.76 | $1.09 | · | |
| Cash / Share | $0.10 | $0.08 | $0.08 | $0.07 | · | |
| EPS (TTM) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -14.0% | -14.6% | 27.0% | 21.1% | · | |
| EPS CAGR 3Y | -2.3% | 9.5% | · | · | · | |
| Net Income YoY | · | -55.8% | · | · | · | |
| Net Income CAGR 3Y | · | 35.7% | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $-3M | $48M | $108M | $-74M | $19M | |
| Market Cap | $381M | $496M | · | · | · | |
| Enterprise Value | $680M | $795M | · | · | · | |
| P/E | 7.3 | 7.9 | · | · | · | |
| P/B | 0.8 | 0.9 | · | · | · | |
| P / Tangible Book | 0.8 | 0.9 | · | · | · | |
| P / Cash Flow | 2.4 | -2.5 | · | · | · | |
| Earnings Yield | 13.6% | 12.7% | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | $350.6K | $367.0K | · | $437.7K | |
| Operating Expenses | $15M | $15M | $18M | $18M | $18M | $20M | $22M | $21M | $19M | $14M | $13M | $13M | $10M | $7M | |
| Operating Income | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | $13M | $12M | · | $10M | $7M | · | |
| Interest Income | · | · | $32M | $32M | $31M | $35M | $37M | $37M | $35M | $29M | $27M | $26M | $20M | $16M | |
| Net Income | $8M | $-37M | $3M | $7M | $-8M | $12M | $8M | $5M | $23M | $34M | $24M | $28M | $-7M | $-65M | |
| EPS (Basic) | · | · | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| EPS (Diluted) | · | · | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| Shares (Basic) | 31,001,278 | 31,187,746 | 32,084,902 | 32,349,999 | 32,602,053 | · | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| Shares (Diluted) | 31,001,278 | 31,187,746 | 32,084,902 | 32,349,999 | 32,602,053 | · | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2M | $1M | $4M | $16M | $3M | $3M | $2M | $15M | $8M | $3M | $7M | $6M | $4M | · | |
| Total Assets | $1.13B | $1.17B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Short-term Debt | $302M | $302M | $302M | $302M | $302M | $303M | $306M | $301M | · | · | · | · | · | · | |
| Total Liabilities | $726M | $752M | $791M | $810M | $847M | $893M | $872M | $910M | $854M | $678M | $655M | $658M | $646M | · | |
| Total Debt | · | $302M | $302M | $302M | $302M | · | $306M | $301M | · | · | · | · | · | · | |
| Common Stock | $30.7K | $31.1K | $31.9K | $32.2K | $32.5K | $32.6K | $32.6K | $32.6K | $32.6K | $26.7K | $25.8K | $25.0K | $23.4K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $513M | $498M | $485M | $460M | · | |
| Retained Earnings | $-182M | $-178M | $-111M | $-101M | $-94M | $-73M | $-70M | $-62M | $-52M | $-66M | · | · | $-86M | · | |
| Stockholders' Equity | $406M | $414M | $490M | $505M | $516M | $538M | $542M | $549M | $559M | $447M | $427M | $403M | $374M | · | |
| Liabilities + Equity | $1.13B | $1.17B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Shares Outstanding | 30,743,081 | 31,120,814 | 31,875,902 | 32,218,966 | 32,534,040 | 32,600,193 | 32,623,502 | 32,567,405 | 32,552,794 | 26,665,813 | 25,772,963 | 24,975,302 | 23,373,787 | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $21M | $29M | $18M | $41M | $46M | $34M | $4M | $-513.5K | $-238M | $-2M | $-10M | $28M | $41M | $-6M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $90M | $350.0K | $6M | $11M | $0 | $1 | |
| Stock Repurchased | $4M | $2M | $5M | $4M | $1M | $765.0K | $150.5K | $346.3K | $0 | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | $-1M | · | · | · | $90M | · | · | $11M | · | · | |
| Financing Cash Flow | $-20M | $-31M | $-30M | $-27M | $-46M | $-33M | $-17M | $7M | $244M | $-1M | $10M | $-23M | $-37M | $1M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | $494.4K | $5M | $4M | $-5M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | · | -2.9% | 0.25% | 0.52% | -0.60% | · | 0.60% | 0.42% | 1.8% | 3.2% | 4.4% | 5.3% | · | · | |
| ROE | · | -8.0% | 0.65% | 1.4% | -1.6% | · | 1.5% | 1.1% | 4.8% | 8.2% | 11.2% | 14.0% | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.7 | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | -1.4 | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $13.30 | $15.39 | $15.68 | $15.85 | · | $16.61 | $16.85 | $17.16 | $16.76 | $16.55 | $16.12 | $16.00 | · | |
| Cash Flow / Share | · | $0.93 | · | · | $1.42 | · | · | · | $-7.53 | · | · | $1.14 | · | · | |
| Cash / Share | · | $0.05 | $0.13 | $0.51 | $0.09 | · | $0.05 | $0.45 | $0.25 | $0.13 | $0.26 | $0.25 | $0.18 | · | |
| EPS (TTM) | $1.74 | $1.66 | $1.71 | $1.76 | $1.81 | · | $2.06 | $2.15 | $2.23 | $6.75 | $5.89 | $2.48 | $-2.94 | $-2.32 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-18M | $-32M | $14M | $18M | $16M | · | $58M | $84M | $103M | $87M | $46M | $-43M | $-72M | · | |
| Market Cap | · | $304M | $391M | $450M | $433M | · | $532M | $526M | $530M | · | · | · | · | · | |
| Enterprise Value | · | $604M | $689M | $735M | $733M | · | $836M | $812M | · | · | · | · | · | · | |
| P/E | 6.0 | 5.9 | 7.2 | 7.9 | 7.4 | · | 7.9 | 7.5 | 7.3 | · | · | · | · | · | |
| P/B | · | 0.7 | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Tangible Book | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Cash Flow | · | 10.5 | · | · | 9.3 | · | · | · | -2.2 | · | · | · | · | · | |
| Earnings Yield | 16.7% | 17.0% | 13.9% | 12.6% | 13.6% | · | 12.6% | 13.3% | 13.7% | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Net Income | $-3M | $48M | $108M | $-74M | $19M |
| Diluted EPS | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.6 | · | · | · |
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 43 filers · $167.8M total · As of Sept. 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.
Holders
43
Value held
$167.8M
New positions
7
Exited positions
10
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (-2 vs prior Q) | 10 (+2 vs prior Q) | 17 (+5 vs prior Q) | 7 (-6 vs prior Q) | -892K |
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 |
|---|---|---|---|---|
| OV Management LLC | $38,867,277 | 3,730,065 | 23.17% | Shares |
| 1248 Management, LLC | $34,448,238 | 3,186,701 | 20.53% | Shares |
| Mariner, LLC | $32,927,231 | 3,160,003 | 19.63% | Shares |
| First Trust Capital Management L.P. | $13,424,472 | 1,288,337 | 8.00% | Shares |
| Pandi, LLC | $9,501,519 | 911,854 | 5.66% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,977,554 | 669,631 | 4.16% | Shares |
| Arlington Partners LLC | $5,317,784 | 510,344 | 3.17% | Shares |
| Bienville Capital Management, LLC | $4,621,786 | 425,379 | 2.76% | Shares |
| Sunesis Advisors, LLC | $2,920,829 | 298,959 | 1.74% | Shares |
| TWO SIGMA ADVISERS, LP | $2,359,984 | 193,600 | 1.41% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,943,507 | 186,517 | 1.16% | Shares |
| Opal Wealth Advisors, LLC | $1,659,281 | 159,240 | 0.99% | Shares |
| DEBUSSY CAPITAL MANAGEMENT LP | $1,639,172 | 167,776 | 0.98% | Shares |
| NewGen Asset Management Ltd | $1,610,296 | 154,539 | 0.96% | Shares |
| Squarepoint Ops LLC | $1,361,936 | 130,704 | 0.81% | Shares |
| Palliser Capital (UK) Ltd | $917,252 | 88,028 | 0.55% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $782,542 | 75,100 | 0.47% | Shares |
| Advisor OS, LLC | $664,382 | 63,761 | 0.40% | Shares |
| BlackRock, Inc. | $608,340 | 58,382 | 0.36% | Shares |
| Trexquant Investment LP | $600,546 | 57,634 | 0.36% | Shares |
| XTX Topco Ltd | $589,897 | 56,612 | 0.35% | Shares |
| CITADEL ADVISORS LLC | $541,444 | 51,962 | 0.32% | Shares |
| NOTTINGHAM ADVISORS, INC. | $472,252 | 48,686 | 0.28% | Shares |
| Clear Harbor Asset Management, LLC | $449,269 | 43,116 | 0.27% | Shares |
| Waterfront Wealth Inc. | $447,075 | 43,154 | 0.27% | Shares |
| JANE STREET GROUP, LLC | $310,350 | 29,784 | 0.18% | Shares |
| UBS Group AG | $271,545 | 26,060 | 0.16% | Shares |
| Creative Planning | $211,395 | 20,287 | 0.13% | Shares |
| MORGAN STANLEY | $204,638 | 19,639 | 0.12% | Shares |
| SMH CAPITAL ADVISORS INC | $202,638 | 19,447 | 0.12% | Shares |
| Catalyst Capital Advisors LLC | $202,638 | 19,447 | 0.12% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $172,887 | 17,481 | 0.10% | Shares |
| ROYAL BANK OF CANADA | $136,000 | 13,016 | 0.08% | Shares |
| Waverly Advisors, LLC | $132,213 | 12,688 | 0.08% | Shares |
| Dorsey & Whitney Trust CO LLC | $108,910 | 10,452 | 0.06% | Shares |
| HARBOUR INVESTMENTS, INC. | $72,940 | 7,000 | 0.04% | Shares |
| Arlington Trust Co LLC | $54,163 | 5,198 | 0.03% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $12,014 | 1,153 | 0.01% | Shares |
| Global Retirement Partners, LLC | $10,781 | 1,035 | 0.01% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $364 | 34 | 0.00% | Shares |
| HRT FINANCIAL LP | $297 | 28,565 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $167 | 16 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $10 | 1 | 0.00% | Shares |
Activists & 5%+ owners 1 position
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 |
|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC ×2 filings | June 27, 2025 | 11.52% | Amendment | · | 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 6 insiders · 4 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Christopher Dale Long | CEO & President | Jan. 17, 2024 P | 98,005 | 0 | 0 | $0 |
| Jeffrey Doerr Fox | Chief Financial Officer | March 17, 2020 P | 7,839 | 0 | 0 | $0 |
| Matthew L Bloomfield | President | March 21, 2025 P | 59,678 | 0 | 0 | $0 |
| Angie Knighton Long | Chief Investment Officer | Jan. 17, 2024 P | 98,005 | 0 | 0 | $0 |
| Martin C Bicknell | 10% owner | July 7, 2026 P | 373,472 | 7 | 0 | $2,000,357 |
| Scott Andrew Betz | · | March 17, 2020 P | 3,920 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
PSBD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
HOLD
Median target
$10.62
+8.8%
0 0.0%
Strong Buy
0 0.0%
Buy
8 72.7%
Hold
1 9.1%
Sell
2 18.2%
Strong Sell
12-Month Price Target
6 analysts · 2026-09-29Mean target $10.79 +10.5%
Now
Current price $9.77
Low$9.50
Mean$10.79
High$12.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
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Source: SEC 10-Q filed Aug 5, 2026