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

03
Price $101.91
Market Cap (MRQ) $9.88B
P/E 12.8
EPS $7.87
Div Yield 2.3%
ROE 8.9%
52W Range $84–$112

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

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 5
Ex-date Split Type
March 7, 2007 21-for-20 Forward
Dec. 20, 2004 21-for-20 Forward
Nov. 20, 2002 11-for-10 Forward
Oct. 29, 1998 11-for-10 Forward
June 2, 1997 2-for-1 Forward

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

06
EPS$7.87
2019-12-31 → 2025-12-31
Free Cash Flow$231M
2020-12-31 → 2025-12-31
Net margin29.8%
2020-12-31 → 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 SSB 5Y avg Peer Median Verdict
P/E 12.85Y avg ≈12.6 ≈12.6 12.0 Undervalued
P/S 3.75Y avg ≈3.8 ≈3.8 5.3 Undervalued
P/B (MRQ) 1.15Y avg ≈1.2 ≈1.2 1.1 Fair value
Price / FCF (TTM) 11.55Y avg ≈16.7 ≈16.7 · ·
Price / Cash Flow (TTM) 10.75Y avg ≈14.3 ≈14.3 11.1 Overvalued
Price / Tangible Book (MRQ) 1.15Y avg ≈1.8 ≈1.8 · ·
PEG Ratio ≈0.4 · · ·

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 Yield2.3%
Payout Ratio29.0%
Annualized Payout≈$2.64Paid quarterly
5Y Div CAGR≈3.9%Per share, split-adjusted
Growth Streak≈14Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 7, 2026$0.66USD≈2.3%
May 8, 2026$0.60USD≈2.5%
Feb 6, 2026$0.60USD≈2.2%
Nov 7, 2025$0.60USD≈2.6%
Aug 8, 2025$0.60USD≈2.4%
May 9, 2025$0.54USD≈2.4%
Feb 7, 2025$0.54USD≈2.0%
Nov 8, 2024$0.54USD≈2.0%
Aug 9, 2024$0.54USD≈2.4%
May 9, 2024$0.52USD≈2.6%
Feb 8, 2024$0.52USD≈2.6%
Nov 9, 2023$0.52USD≈3.0%
Aug 10, 2023$0.52USD≈2.7%
May 11, 2023$0.50USD≈3.3%
Feb 9, 2023$0.50USD≈2.5%
Nov 9, 2022$0.50USD≈2.2%
Aug 11, 2022$0.50USD≈2.4%
May 12, 2022$0.49USD≈2.6%
Feb 10, 2022$0.49USD≈2.2%
Nov 10, 2021$0.49USD≈2.3%

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

14
Avg Surprise 13.0%
Next Report Oct 20, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 24, 2026 $2.35 $2.32 1.3%
March 31, 2026 $2.28 $2.23 2.0%
Dec. 31, 2025 $2.47 $2.30 7.5%
Sept. 30, 2025 $2.58 $2.22 16.1%
June 30, 2025 $2.30 $2.03 13.6%
March 31, 2025 $2.15 $1.56 37.7%

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

15
Income Statement 10
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense ··$492M$61M$52M$84M$87M$54M$17M$8M$10M$16M
Interest Income $3.38B$2.14B$1.94B$1.40B$1.08B$910M$591M$567M$426M$333M$338M$342M
Pretax Income $1.04B$700M$631M$633M$604M$104M$230M$224M$169M$154M$150M$111M
Income Tax $242M$165M$137M$137M$129M$-17M$44M$45M$81M$53M$51M$36M
Net Income $799M$535M$494M$496M$476M$121M$186M$179M$88M$101M$99M$75M
EPS (Basic) $7.90$7.01$6.50$6.65$6.76$2.20$5.40$4.90$2.95$4.22$4.15$3.11
EPS (Diluted) $7.87$6.97$6.46$6.60$6.71$2.19$5.36$4.86$2.93$4.18$4.11$3.08
Shares (Basic) 101,043,00076,303,00076,051,00074,551,00070,393,00054,756,00034,561,00036,530,00029,686,00023,998,00023,966,00023,897,000
Shares (Diluted) 101,499,00076,762,00076,480,00075,181,00070,889,00055,063,00034,797,00036,776,00029,922,00024,219,00024,224,00024,154,000
EBITDA ·······$36M$29M$22M$21M$21M
Balance Sheet 16
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents ········$378M$374M$696M$418M
PP&E (Net) ······$317M$241M$256M$184M$175M$172M
PP&E (Gross) ······$498M$415M$415M$297M$279M$267M
Accum. Depreciation ······$180M$174M$160M$113M$104M$96M
Goodwill $3.09B$1.92B$1.92B$1.92B$1.58B$1.56B$1.00B$1.00B$1000M$338M$338M$318M
Intangibles $386M$66M$89M$116M$128M$163M$50M$63M$74M$40M$47M$49M
Total Assets $67.20B$46.38B$44.90B$43.92B$41.84B$37.79B$15.92B$14.68B$14.47B$8.90B$8.56B$7.83B
Total Liabilities $58.14B$40.49B$39.37B$38.84B$37.04B$33.14B$13.55B$12.31B$12.16B$7.77B$7.50B$6.84B
Total Debt ·········$55M$55M$101M
Common Stock $248M$191M$190M$189M$173M$177M$84M$90M$92M$61M$60M$60M
Paid-in Capital $6.48B$4.26B$4.24B$4.22B$3.65B$3.77B$1.61B$1.75B$1.81B$711M$704M$702M
Retained Earnings $2.61B$2.05B$1.69B$1.35B$998M$657M$680M$551M$420M$371M$299M$223M
AOCI $-283M$-607M$-583M$-677M$-21M$48M$1M$-25M$-10M$-8M$-4M$-377.0K
Stockholders' Equity $9.06B$5.89B$5.53B$5.07B$4.80B$4.65B$2.37B$2.37B$2.31B$1.13B$1.06B$985M
Liabilities + Equity $67.20B$46.38B$44.90B$43.92B$41.84B$37.79B$15.92B$14.68B$14.47B$8.90B$8.56B$7.83B
Shares Outstanding 99,138,20476,322,20676,022,03975,704,56369,332,29770,973,47733,744,38535,829,54936,759,65624,230,39224,162,65724,150,702
Cash Flow 17
Metric Trend 202520242023202220212020201920182017201620152014
D&A ·······$36M$29M$22M$21M$21M
Stock-based Comp $37M$28M$36M$36M$26M$23M$9M$9M$7M$6M$6M$4M
Deferred Tax $105M$-10M$2M$124M$68M$-46M$-1M$13M$32M$12M$7M$26M
Amort. of Intangibles $95M$22M$28M$33M$35M$27M$13M$14M$10M$8M$8M$8M
Other Non-cash ·······$47M$43M$-3M$53M$-8M
Operating Cash Flow $301M$512M$547M$1.73B$416M$537M$181M$284M$198M$138M$187M$119M
CapEx $70M$36M$39M$18M$28M$17M$16M$15M$15M$26M$15M$16M
Investing Cash Flow $21M$-886M$-1.43B$-4.86B$-2.32B$1.23B$-795M$-282M$-61M$-691M$-103M·
Stock Issued $5M$3M$3M$3M$2M$2M$1M$1M$1M$925.0K$908.0K$826.0K
Stock Repurchased $236M$17M$16M$119M$147M$32M$159M$71M$6M$6M$6M$917.0K
Net Stock Activity $-231M$-14M$-13M$-116M$-145M$-31M·$-69M$-4M$-5M$-5M$-91.0K
Dividends Paid $231M$163M$156M$147M$135M$98M$58M$51M$39M$29M$24M$20M
Financing Cash Flow $1.46B$767M$566M$-2.28B$4.02B$2.15B$894M$30M$-134M$232M$194M·
Net Change in Cash $1.78B$393M$-314M$-5.41B$2.11B$3.92B$280M$31M$3M$-321M$278M·
Taxes Paid $170M$111M$75M$35M$126M$104M$56M$32M$48M$39M··
Free Cash Flow $231M$476M$508M$1.71B$509M$520M·$269M$183M$112M$172M$103M
Levered FCF ··$123M$1.67B$468M$423M·$226M$174M$107M$165M$92M
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 29.8%31.1%28.4%30.2%34.3%10.6%·27.1%15.7%22.2%22.4%17.9%
Pretax Margin 38.8%40.8%36.3%38.5%43.5%9.1%·34.0%30.2%33.8%33.9%26.5%
EBITDA Margin ·······5.4%5.1%4.7%4.8%5.0%
ROA 1.4%1.2%1.1%1.2%1.2%0.45%·1.2%0.68%1.1%1.2%0.96%
ROE 8.9%9.1%9.2%9.9%9.9%2.6%·7.6%4.4%9.0%9.4%7.7%
Liquidity & Solvency 2
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity ·········0.00.10.1
LT Debt / Equity ·········0.00.10.1
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.00.00.00.0·0.00.00.10.10.1
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $91.38$77.18$72.78$67.04$69.27$65.49·$66.04$62.81$46.83$43.84$40.78
Revenue / Share $26.41$22.38$22.74$21.88$19.57$20.66·$17.92$18.65$18.79$18.30$17.43
Cash Flow / Share $2.96$6.67$7.15$23.02$7.58$9.75·$7.71$6.61$5.70$7.71$4.91
Cash / Share ········$10.27$15.45$28.80$17.30
Dividend / Share $2.28$2.12$2.04$1.98$1.92$1.88$1.67$1.38$1.32$1.21$0.98$0.82
EPS (TTM) $7.87$6.97$6.46$6.60$6.71$2.19$5.36$4.86$2.93$4.18$4.11$3.08
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 56.1%-1.2%5.8%18.6%22.0%·······
Revenue CAGR 3Y 17.7%7.4%15.2%·········
Revenue CAGR 5Y 18.7%···········
EPS YoY 12.9%7.9%-2.1%-1.6%206.4%·······
EPS CAGR 3Y 6.0%1.3%43.4%·········
EPS CAGR 5Y 29.1%···········
Net Income YoY 49.3%8.2%-0.35%4.3%294.2%·······
Net Income CAGR 3Y 17.2%4.0%60.0%·········
Net Income CAGR 5Y 45.9%···········
Dividends Paid CAGR 5Y 18.7%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $2.68B$1.72B$1.74B$1.64B$1.39B$1.14B$648M$659M$549M$446M$443M$421M
Net Income TTM $799M$535M$494M$496M$476M$121M$186M$179M$88M$101M$99M$75M
Market Cap $9.33B$7.59B$6.42B$5.78B$5.55B$5.13B·$2.15B$3.20B$2.12B$1.74B$1.62B
Enterprise Value ·········$1.80B$1.10B$1.30B
P/E 12.014.313.111.611.933.016.212.329.720.917.521.8
P/S 3.54.43.73.54.04.5·3.35.84.73.93.8
P/B 1.01.31.21.11.21.1·0.91.41.91.61.6
P / Tangible Book 1.71.91.81.91.81.8······
P / Cash Flow 31.014.811.73.310.39.6·7.616.215.39.313.7
P / FCF 40.515.912.63.410.99.9·8.017.518.910.115.8
EV / EBITDA ·········83.351.161.5
EV / FCF ·········16.06.412.7
EV / Revenue ·········4.02.53.1
Dividend Yield 2.5%2.1%2.4%2.5%2.4%1.9%·2.4%1.2%1.4%1.4%1.2%
Earnings Yield 8.4%7.0%7.6%8.6%8.4%3.0%6.2%8.1%3.4%4.8%5.7%4.6%
Payout Ratio 29.0%30.5%31.6%29.6%28.5%81.5%·28.3%44.1%28.9%23.8%26.2%
Annual Payout $231M$163M$156M$147M$135M$98M$58M$51M$39M$29M$24M$20M

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 $799M $535M $494M $496M $476M
Diluted EPS $7.87 $6.97 $6.46 $6.60 $6.71

Institutional owners (13F) 568 filers · $9.2B 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 568
Value held $9.2B
New positions 90
Exited positions 44
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
90 (-9 vs prior Q) 44 (-7 vs prior Q) 194 (+2 vs prior Q) 172 (+35 vs prior Q) +4.4M

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 $1,029,314,856 10,937,359 11.19% Shares
BlackRock, Inc. $981,557,267 9,825,398 10.67% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $633,628,637 6,342,629 6.89% Shares
DIMENSIONAL FUND ADVISORS LP $509,958,718 5,104,685 5.54% Shares
VANGUARD CAPITAL MANAGEMENT LLC $441,266,092 4,417,078 4.80% Shares
STATE STREET CORP $385,426,887 3,858,127 4.19% Shares
Invesco Ltd. $229,298,673 2,295,282 2.49% Shares
AMERICAN CENTURY COMPANIES INC $208,367,442 2,085,755 2.27% Shares
FMR LLC $208,225,819 2,084,342 2.26% Shares
GEODE CAPITAL MANAGEMENT, LLC $194,843,025 1,949,937 2.12% Shares
FRANKLIN RESOURCES INC $184,059,813 1,842,441 2.00% Shares
AQR CAPITAL MANAGEMENT LLC $183,000,482 1,831,837 1.99% Shares
VICTORY CAPITAL MANAGEMENT INC $169,201,530 1,693,709 1.84% Shares
WELLINGTON MANAGEMENT GROUP LLP $151,913,135 1,520,652 1.65% Shares
MORGAN STANLEY $135,332,251 1,354,675 1.47% Shares
Qube Research & Technologies Ltd $130,866,203 1,309,972 1.42% Shares
Bank of New York Mellon Corp $130,418,742 1,305,493 1.42% Shares
NORGES BANK $123,764,612 1,238,885 1.35% Shares
FIRST TRUST ADVISORS LP $121,694,586 1,218,164 1.32% Shares
EARNEST PARTNERS LLC $119,093,687 1,192,129 1.29% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $118,995,685 1,191,148 1.29% Shares
Allspring Global Investments Holdings, LLC $95,170,893 939,032 1.03% Shares
GOLDMAN SACHS GROUP INC $87,631,883 877,196 0.95% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $85,467,147 855,527 0.93% Shares
NORTHERN TRUST CORP $81,766,753 818,486 0.89% Shares
Capital International Investors $79,802,717 798,826 0.87% Shares
Holocene Advisors, LP $65,495,039 655,606 0.71% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $64,977,657 650,427 0.71% Shares
Capital World Investors $63,843,493 639,074 0.69% Shares
WESTWOOD HOLDINGS GROUP INC $62,036,700 620,988 0.67% Shares
VANGUARD FIDUCIARY TRUST CO $61,788,650 618,505 0.67% Shares
BANK OF AMERICA CORP /DE/ $59,792,011 598,519 0.65% Shares
Fisher Asset Management, LLC $58,663,208 587,219 0.64% Shares
SEGALL BRYANT & HAMILL, LLC $58,307,234 583,656 0.63% Shares
ALGEBRIS (UK) LTD $57,292,773 575,313 0.62% Shares
UBS Group AG $51,935,513 519,875 0.56% Shares
Verition Fund Management LLC $46,350,603 463,970 0.50% Shares
FJ Capital Management LLC $43,853,403 438,973 0.48% Shares
JPMORGAN CHASE & CO $40,850,214 404,240 0.44% Shares
LOOMIS SAYLES & CO L P $40,232,011 402,723 0.44% Shares
SEI INVESTMENTS CO $36,667,414 367,039 0.40% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $35,441,000 354,763 0.39% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $34,995,369 350,304 0.38% Shares
D. E. Shaw & Co., Inc. $34,746,519 347,813 0.38% Shares
KENNEDY CAPITAL MANAGEMENT LLC $34,445,420 344,799 0.37% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $32,447,120 324,796 0.35% Shares
CINCINNATI INSURANCE CO $28,998,373 290,274 0.32% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $28,074,997 281,031 0.31% Shares
MetLife Investment Management, LLC $27,639,733 276,674 0.30% Shares
Capital Research Global Investors $27,246,127 272,734 0.30% Shares

Show all 568 institutional owners →

Activists & 5%+ owners 1 position

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
SCBT Financial Corporation (2) Sept. 10, 2007 · Initial filing M&A / sale 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 77 insiders · 16 officers · 34 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William E V Matthews Chief Financial Officer Aug. 19, 2026 S 40,568 0 1 $-435,720
Douglas Lloyd Williams President, Atlanta Banking Grp March 1, 2025 F 20,979 0 0 $0
John S Goettee President of SC and GA June 7, 2020 F 24,845 0 0 $0
John F Windley President Feb. 22, 2019 S 39,021 0 0 $0
Renee R Brooks Chief Operating Officer March 12, 2026 G 37,854 0 0 $0
Stephen Dean Young Chief Strategy Officer Aug. 12, 2026 G 49,935 0 0 $0
Daniel E Bockhorst Chief Credit Officer July 31, 2026 F 37,985 0 0 $0
Jennifer Idell Chief Administrative Officer Feb. 20, 2026 F 19,049 0 0 $0
Beth S Desimone CRO, General Counsel Feb. 20, 2026 F 27,716 0 0 $0
Sara Arana Chief Accounting Officer Feb. 4, 2026 F 5,158 0 0 $0
Greg A Lapointe Chief Banking Officer March 5, 2024 S 25,487 0 0 $0
Robert R Hill JR Executive Chairman March 6, 2023 G 3,658 0 0 $0
Jonathan S Kivett Chief Credit Officer June 7, 2020 F 7,049 0 0 $0
Keith S Rainwater Principal Accounting Officer June 7, 2020 F 4,948 0 0 $0
Andrew L Westbrook III Chief Risk Officer June 7, 2020 F 6,623 0 0 $0
Joe E Burns Chief Credit Officer Dec. 31, 2018 F 33,680 0 0 $0
David R Brooks Director Aug. 5, 2026 S 10,050 0 9 $-6,192,508
Shantella E. Cooper Director Aug. 3, 2026 A 10,704 0 0 $0
William K Pou JR Director Aug. 3, 2026 A 24,575 0 0 $0
Benjamin E Sasse Director July 21, 2026 M 1,678 0 0 $0
Douglas J. Hertz Director May 4, 2026 A 19,008 0 0 $0
Ronald M. Cofield Director May 1, 2026 A 5,182 0 0 $0
Merriann Metz Director May 1, 2026 A 2,078 0 0 $0
David G Salyers Director May 1, 2026 A 15,255 0 0 $0
Martin Bernard Davis Director May 1, 2026 A 9,639 0 0 $0
Joshua A Snively Director May 1, 2026 A 12,822 0 0 $0
Janet P Froetscher Director May 1, 2026 A 9,430 0 0 $0
Stacy G Smith Director May 1, 2026 A 40,682 0 0 $0
Jean E Davis Director Nov. 12, 2024 S 17,219 0 0 $0
John C Pollok Director June 2, 2023 S 729 0 0 $0
Robert R Horger Director Nov. 7, 2022 S 24,413 0 0 $0
Charles W Mcpherson Director May 26, 2022 M 7,569 0 0 $0
Kevin P Walker Director May 26, 2022 M 17,311 0 0 $0
Ernest S Pinner Director May 26, 2022 M 41,532 0 0 $0
John H Holcomb III Director May 26, 2022 M 47,738 0 0 $0
Robert H Demere JR Director May 26, 2022 M 54,715 0 0 $0
Cynthia A Hartley Director Nov. 1, 2021 M 11,255 0 0 $0
Thomas E Suggs Director May 1, 2020 A 17,815 0 0 $0
Thomas J Johnson Director May 1, 2020 A 24,902 0 0 $0
Paula Harper Bethea Director May 1, 2020 A 15,998 0 0 $0
Grey B Murray Director May 1, 2020 A 5,512 0 0 $0
James C. Cherry Director May 3, 2019 S 7,000 0 0 $0
SOUTH STATE Corp Director May 2, 2019 A 4,741 0 0 $0
Jimmy Evan Addison Director May 1, 2018 A 14,571 0 0 $0
Herb G Gray Director Nov. 16, 2016 S 24,422 0 0 $0
Luther J Battiste III Director May 1, 2016 A 6,759 0 0 $0
Ed B Shelley JR Director May 1, 2016 A 8,264 0 0 $0
Richard W Salmons JR Director May 1, 2016 A 3,209 0 0 $0
Ralph W Norman Director May 1, 2016 A 15,807 0 0 $0
Richard Murray IV · Aug. 14, 2026 G 55,237 0 1 $-1,063,943
John C Corbett · Aug. 12, 2026 G 125,902 0 0 $0
Ruffner G Page JR · Aug. 3, 2026 A 82,245 0 0 $0
James W Roquemore · May 1, 2026 A 36,963 0 0 $0
Richard C Mathis · May 12, 2017 M 45,406 0 0 $0
Oswald M Fogle · April 19, 2017 M 11,744 0 0 $0
Alton Clarence Phillips · Feb. 22, 2017 S 11,467 0 0 $0
John W Williamson III · May 1, 2016 A 63,298 0 0 $0
Wayne R Hall · July 26, 2013 A 14,281 0 0 $0
Harry M Mims JR · May 1, 2013 A 44,632 0 0 $0
Susie H Vanhuss · Sept. 21, 2012 X 3,838 0 0 $0
Donald E Pickett · June 14, 2012 X 6,350 0 0 $0
Dwight W Frierson · Dec. 19, 2011 M 12,077 0 0 $0
Karen L Dey · Oct. 31, 2011 M 2,730 0 0 $0
Thomas S Camp · Sept. 19, 2011 M 15,064 0 0 $0
Dane H Murray · Jan. 27, 2011 A 66,602 0 0 $0
Dalton B Floyd JR · May 5, 2010 S 14,448 0 0 $0
Cathy C Yeadon · July 26, 2007 P 13,342 0 0 $0
James A Shuford III · June 19, 2007 S 12,089 0 0 $0
Caine Halter · May 1, 2007 A 1,481 0 0 $0
Dewall A Waters · May 1, 2007 A 32,626 0 0 $0
Colden R Battey JR · May 1, 2007 A 89,787 0 0 $0
Charles W Clark · Sept. 29, 2005 S 55,443 0 0 $0
Anne H Oswald · Feb. 3, 2005 A 1,169 0 0 $0
John C Hipp III · Feb. 2, 2005 X 61,606 0 0 $0
James C Hunter JR · Feb. 17, 2004 S 24,470 0 0 $0
Samuel A Rodgers · Feb. 12, 2004 X 23,826 0 0 $0
John L Gramling JR · Dec. 30, 2003 A · 0 0 $0

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

ETF ownership Held by 75 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 1.72% 106,008 SH Sept. 11, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 1.26% 135,592 NS July 31, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.05% 72,142 SH Oct. 2, 2026 Daily
DPST · Direxion Shares ETF Trust 0.92% 37,382 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.88% 75,945 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.80% 4,083 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.61% 477,625 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.60% 12,974 NS July 31, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.57% 18,262 SH Oct. 2, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.56% 83,859 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.43% 595,277 NS July 31, 2026 N-PORT
NUSC · Nushares ETF Trust 0.43% 52,172 NS July 31, 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.39% 6,654 NS July 31, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.39% 54,995 NS July 31, 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0.34% 3,930 SH Oct. 2, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.32% 12,948 SH Oct. 2, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.32% 41,241 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.29% 10,714 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.27% 157,881 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.25% 15,171 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.22% 1,434 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.22% 52,111 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.22% 57,699 SH Sept. 11, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.21% 1,422,139 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 40,529 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.20% 292,164 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.18% 2,870 NS July 31, 2026 N-PORT
IYF · iShares Trust 0.16% 65,290 SH Sept. 11, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.15% 18,832 SH Oct. 2, 2026 Daily
IYG · iShares Trust 0.14% 29,651 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.14% 51,600 SH Sept. 11, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.13% 11,357 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.12% 2,240,229 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.11% 25,860 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.11% 1,120,967 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.11% 159,543 SH Aug. 19, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.10% 8,219 NS July 31, 2026 N-PORT
REVS · Columbia ETF Trust I 0.10% 3,273 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.10% 145,435 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.10% 6,189 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.09% 19,118 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.08% 4,446 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.08% 396,426 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 4,980 SH Oct. 2, 2026 Daily
DFUV · Dimensional ETF Trust 0.06% 84,815 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.05% 218,513 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.05% 28,911 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.05% 15,896 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.05% 207,325 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.04% 551,775 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.04% 387,138 SH Aug. 19, 2026 Daily
DIVB · iShares Trust 0.04% 7,000 SH Sept. 11, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.04% 2,782 SH Oct. 2, 2026 Daily
IUSV · iShares Trust 0.03% 86,434 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.03% 58,510 SH Aug. 19, 2026 Daily
IWD · iShares Trust 0.03% 215,170 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.03% 5,581 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.02% 21,926 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 23,397 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.02% 19,130 SH Oct. 2, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 29,665 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.01% 4,185 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 66,906 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 27,318 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 127,257 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 3,097,218 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 95,532 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 15,979 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 8,177 SH Aug. 19, 2026 Daily
IJH · iShares Trust · 3,427,033 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 498,010 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 13,343 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 4,163 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 20,626 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 5,206 SH Sept. 11, 2026 Daily

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

21
rating · 18 analysts BUY
Median target $120.00 +17.8%
5 27.8% Strong Buy
10 55.6% Buy
3 16.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

14 analysts · 2026-09-29

Mean target $119.50 +17.3%

← Below all targets Current price $101.91
Low$105.00 Mean$119.50 High$126.00

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
SSB $9.33B 12.0 56.1% 29.8% 8.9% ·
FHN $11.59B 12.8 7.2% 28.7% 11.1% ·
WTFC $9.36B 12.3 5.9% 310.1% 11.4% ·
ZION $8.64B 9.7 3.6% 135.8% 13.1% ·
UMBF $8.74B 12.4 62.8% 26.5% 9.4% ·
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% ·
PB $6.43B 12.1 4.8% 43.4% 7.1% ·
CBSH $7.20B 13.0 6.5% 32.1% 16.0% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-Q filed Jul 31, 2026