SBC SBC Medical Group Holdings Incorporated - Common Stock
SBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
SBC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
SBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 28.6%
- Buy 4 57.1%
- Hold 1 14.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
4 analysts · 2026-08-16Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.10 | $0.12 | -0.02% |
| March 31, 2026 | $0.11 | $0.10 | 0.01% |
| Dec. 31, 2025 | $0.14 | $0.12 | 0.02% |
| Sept. 30, 2025 | $0.12 | $0.11 | 0.01% |
| June 30, 2025 | $0.02 | $0.14 | -0.12% |
| March 31, 2025 | $0.21 | $0.11 | 0.10% |
| Dec. 31, 2024 | $0.19 | $0.17 | 0.02% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SBC | — | — | — | — | — | — |
| NRC | — | 0.4 | -4.0% | — | — | — |
| VMD | $282M | 20.1 | 20.5% | 5.5% | 10.9% | 57.5% |
| NRC | — | 0.4 | -4.0% | — | — | — |
| BDSX | $56M | -1.5 | 24.1% | -39.9% | 5315.0% | — |
| AIRS | $128M | -10.4 | -15.8% | -7.7% | -13.1% | — |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | — |
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Institutional owners (13F) 62 filers · $10.0M 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 18 (+11 vs prior Q) | 4 (+2 vs prior Q) | 29 (+14 vs prior Q) | 7 (-8 vs prior Q) | +2.6M |
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 |
|---|---|---|---|---|
| Lumbard & Kellner, LLC | $5,319,801 | 1,727,208 | 53.42% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $1,149,683 | 373,192 | 11.55% | Shares |
| CITADEL ADVISORS LLC | $437,446 | 142,028 | 4.39% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $418,212 | 135,783 | 4.20% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $395,149 | 128,295 | 3.97% | Shares |
| Hillsdale Investment Management Inc. | $384,384 | 124,800 | 3.86% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $250,426 | 81,307 | 2.51% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $204,145 | 66,281 | 2.05% | Shares |
| SBI Securities Co., Ltd. | $152,266 | 49,437 | 1.53% | Shares |
| STATE STREET CORP | $151,656 | 49,239 | 1.52% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $144,313 | 46,855 | 1.45% | Shares |
| Mariner, LLC | $103,941 | 33,747 | 1.04% | Shares |
| Nuveen, LLC | $78,173 | 25,381 | 0.79% | Shares |
| Central Pacific Bank - Trust Division | $73,920 | 24,000 | 0.74% | Shares |
| TWO SIGMA SECURITIES, LLC | $66,180 | 21,487 | 0.66% | Shares |
| DEUTSCHE BANK AG\ | $57,852 | 18,783 | 0.58% | Shares |
| Williams & Novak, LLC | $57,553 | 18,686 | 0.58% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $52,360 | 17,000 | 0.53% | Shares |
| WELLS FARGO & COMPANY/MN | $49,643 | 16,118 | 0.50% | Shares |
| VANGUARD GROUP INC | $36,881 | 8,557 | 0.37% | Shares |
| BANK OF AMERICA CORP /DE/ | $35,165 | 11,417 | 0.35% | Shares |
| FMR LLC | $33,199 | 10,779 | 0.33% | Shares |
| RHUMBLINE ADVISERS | $33,046 | 10,731 | 0.33% | Shares |
| Abel Hall, LLC | $32,670 | 10,607 | 0.33% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $27,292 | 8,861 | 0.27% | Shares |
| Vanguard Global Advisers, LLC | $26,356 | 8,557 | 0.26% | Shares |
| JPMORGAN CHASE & CO | $25,131 | 7,978 | 0.25% | Shares |
| CITIGROUP INC | $24,083 | 7,819 | 0.24% | Shares |
| Bank of New York Mellon Corp | $19,099 | 6,201 | 0.19% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $16,533 | 5,368 | 0.17% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $15,400 | 5,000 | 0.15% | Shares |
| Russell Investments Group, Ltd. | $13,333 | 4,329 | 0.13% | Shares |
| Tower Research Capital LLC (TRC) | $12,015 | 3,901 | 0.12% | Shares |
| NORTHERN TRUST CORP | $10,244 | 3,326 | 0.10% | Shares |
| BARCLAYS PLC | $9,777 | 3,174 | 0.10% | Shares |
| MORGAN STANLEY | $8,991 | 2,919 | 0.09% | Shares |
| Legal & General Group Plc | $6,435 | 2,086 | 0.06% | Shares |
| UBS Group AG | $6,043 | 1,962 | 0.06% | Shares |
| BlackRock, Inc. | $4,866 | 1,580 | 0.05% | Shares |
| CWM, LLC | $3,085 | 738 | 0.03% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2,550 | 610 | 0.03% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $2,489 | 808 | 0.02% | Shares |
| ROYAL BANK OF CANADA | $2,000 | 575 | 0.02% | Shares |
| Ameritas Investment Partners, Inc. | $1,777 | 577 | 0.02% | Shares |
| Sterling Capital Management LLC | $1,078 | 350 | 0.01% | Shares |
| Arax Advisory Partners | $576 | 187 | 0.01% | Shares |
| Integrated Wealth Concepts LLC | $321 | 104 | 0.00% | Shares |
| Allworth Financial LP | $136 | 44 | 0.00% | Shares |
| Essential Partners LLC | $80 | 26 | 0.00% | Shares |
| PNC Financial Services Group, Inc. | $77 | 25 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $55 | 18 | 0.00% | Shares |
| PRICE T ROWE ASSOCIATES INC /MD/ | $35 | 11,138 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $34 | 11 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $25 | 8 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $24 | 1 | 0.00% | Shares |
| Transamerica Financial Advisors, LLC | $24 | 8 | 0.00% | Shares |
| SJS Investment Consulting Inc. | $16 | 5 | 0.00% | Shares |
| True Wealth Design, LLC | $13 | 4 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $12 | 4 | 0.00% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $9 | 3 | 0.00% | Shares |
| Sunbelt Securities, Inc. | $8 | 2 | 0.00% | Shares |
| IFP Advisors, Inc | $6 | 2 | 0.00% | Shares |
Company insiders 2 insiders · 1 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Yoshiyuki Aikawa | Director, Chairman and CEO | Sept. 17, 2024 J | 92,958,960 | 0 | 0 | $0 |
| Mike K Sayama | Director | Sept. 30, 2024 J | 15,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 3 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 |
|---|---|---|---|---|---|
| Yoshiyuki Aikawa ×3 filings | March 10, 2026 | 85.20% | Amendment | — | SEC |
| ZUU Co. Ltd., ZUU Funders Co. Ltd, ZUU Target Fund for SBC Medical Group HD Investment Partnership, Second ZUU Target Fund for SBC Medical Group HD Investment Partnership, Kazumasa Tomita ×7 filings | Oct. 1, 2024 | — | Initial filing | — | SEC |
| ZUU Co. Ltd, ZUU Funders Co. Ltd, ZUU Target Fund for SBC Medical Group HD Investment Partnership, Kazumasa Tomita | July 26, 2024 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 11 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0.01% | 64,451 SH | Aug. 8, 2026 | Daily |
| IWN · iShares Trust | 0.00% | 170,843 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.00% | 371,082 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.00% | 4,925 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.00% | 532 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 415 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 416 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 11 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 135,783 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.00% | 111,462 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 16,833 SH | Aug. 8, 2026 | Daily |