your badges 52W Range $34–$50 83% of range Analyst Rating BUY 12 analysts Price Target $50 +7% upside P/E 11.7 ROE 8.6% Net Profit Margin 37.5%

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

03
Price $47.04
P/E 11.7
EPS $3.27
ROE 8.6%
Debt/Equity (MRQ) 0.0
52W Range $34–$50

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

04
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Stock splits 2
Ex-date Split Type
March 30, 1998 2-for-1 Forward
Feb. 16, 1988 2-for-1 Forward

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

06
Revenue·
2018-12-31 → 2022-12-31
EPS$3.27
2016-12-31 → 2025-12-31
Free Cash Flow$481M
2016-12-31 → 2025-12-31
Net margin37.5%
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 UBSI 5Y avg Peer Median Verdict
P/E 11.75Y avg ≈13.3 ≈13.3 12.6 Fair value
PEG Ratio ≈1.8 · · ·

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
Payout Ratio45.0%
Annualized Payout≈$1.52Paid quarterly
5Y Div CAGR≈1.1%Per share, split-adjusted
Growth Streak≈37Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 11, 2026$0.38USD≈3.2%
Jun 12, 2026$0.38USD≈3.3%
Mar 13, 2026$0.38USD≈3.8%
Dec 12, 2025$0.38USD≈3.8%
Sep 12, 2025$0.37USD≈4.0%
Jun 13, 2025$0.37USD≈4.2%
Mar 14, 2025$0.37USD≈4.3%
Dec 13, 2024$0.37USD≈3.6%
Sep 13, 2024$0.37USD≈4.0%
Jun 14, 2024$0.37USD≈4.7%
Mar 7, 2024$0.37USD≈4.2%
Dec 7, 2023$0.37USD≈4.1%
Sep 7, 2023$0.36USD≈5.1%
Jun 8, 2023$0.36USD≈4.3%
Mar 9, 2023$0.36USD≈3.9%
Dec 8, 2022$0.36USD≈3.5%
Sep 8, 2022$0.36USD≈4.0%
Jun 9, 2022$0.36USD≈4.0%
Mar 10, 2022$0.36USD≈4.1%
Dec 1, 2021$0.36USD≈4.0%

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

14
Avg Surprise 3.7%
Next Report Oct 21, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 22, 2026 $0.95 $0.90 5.0%
March 31, 2026 $0.89 $0.87 2.7%
Dec. 31, 2025 $0.91 $0.88 3.4%
Sept. 30, 2025 $0.92 $0.84 10.0%
June 30, 2025 $0.85 $0.78 9.4%
March 31, 2025 $0.59 $0.65 -8.7%

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

15
Income Statement 11
Metric Trend 20252024202320222021202020192018
Revenue ···$312M$331M$263M$277M$240M
Interest Expense ··$481M$106M$52M$109M$185M$129M
Interest Income $1.69B$1.50B$1.40B$1.00B$795M$798M$763M$718M
Pretax Income $583M$465M$464M$476M$463M$360M$324M$327M
Income Tax $119M$92M$97M$96M$95M$71M$64M$71M
Net Income $465M$373M$366M$380M$368M$289M$260M$256M
EPS (Basic) $3.28$2.76$2.72$2.81$2.84$2.40$2.55$2.46
EPS (Diluted) $3.27$2.75$2.71$2.80$2.83$2.40$2.55$2.45
Shares (Basic) 141,497,205134,947,592134,505,058134,776,241129,276,452120,017,247101,585,599104,015,976
Shares (Diluted) 141,827,360135,225,417134,753,820135,117,512129,512,853120,090,232101,852,577104,298,825
EBITDA ······$-21M$-21M
Balance Sheet 15
Metric Trend 20252024202320222021202020192018
PP&E (Net) $209M$186M$191M$199M$197M$176M$97M$95M
PP&E (Gross) $473M$422M$429M$424M$399M$360M$250M$248M
Accum. Depreciation $264M$236M$238M$225M$202M$184M$153M$152M
Goodwill $2.02B$1.89B$1.89B$1.89B$1.89B$1.80B$1.48B$1.48B
Total Assets $33.66B$30.02B$29.93B$29.49B$29.33B$26.18B$19.66B$19.25B
Short-term Debt $199M$176M$196M$161M$129M$142M$125M$177M
Total Liabilities $28.16B$25.03B$25.16B$24.97B$24.61B$21.89B$16.30B$16.00B
Long-term Debt $532M$540M$1.79B$2.20B$817M$864M$1.84B$1.50B
Total Debt $199M$176M$196M$161M$129M$142M$125M$176M
Common Stock $377M$357M$356M$355M$353M$335M$264M$263M
Retained Earnings $2.17B$1.92B$1.75B$1.58B$1.39B$1.21B$1.13B$1.01B
Treasury Stock $381M$253M$252M$250M$171M$159M$138M$102M
AOCI $-139M$-224M$-260M$-333M$-5M$22M$-35M$-57M
Stockholders' Equity $5.50B$4.99B$4.77B$4.52B$4.72B$4.30B$3.36B$3.25B
Liabilities + Equity $33.66B$30.02B$29.93B$29.49B$29.33B$26.18B$19.66B$19.25B
Cash Flow 17
Metric Trend 20252024202320222021202020192018
D&A ······$-21M$-21M
Stock-based Comp $13M$12M$12M$10M$8M$6M$5M$4M
Deferred Tax $17M$-3M$-3M·····
Amort. of Intangibles $9M$4M$5M$6M$6M$7M$7M$8M
Other Non-cash ······$-97M$53M
Operating Cash Flow $499M$445M$435M$761M$610M$140M$152M$294M
CapEx $18M$12M$12M$17M$15M$19M$11M$6M
Investing Cash Flow $-899M$571M$39M$-3.45B$16M$138M$-383M$-873M
Stock Issued ·······$0
Stock Repurchased $127M$1M$1M$79M$11M$21M$36M$101M
Net Stock Activity $-127M$-1M$-1M$-79M$-11M$-21M$-36M$-101M
Dividends Paid $209M$201M$195M$193M$181M$163M$139M$142M
Financing Cash Flow $650M$-324M$-52M$105M$924M$1.09B$48M$-67M
Net Change in Cash ·······$-646M
Taxes Paid $114M$86M$105M·····
Free Cash Flow $481M$433M$424M$744M$594M$121M$137M$287M
Levered FCF ··$43M$660M$553M$34M$-11M$186M
Profitability 5
Metric Trend 20252024202320222021202020192018
Net Margin 37.5%36.0%34.7%121.7%111.1%109.8%35.7%35.7%
Pretax Margin 47.1%44.9%44.0%152.5%139.8%136.7%44.5%45.6%
EBITDA Margin ······-2.8%-2.9%
ROA 1.5%1.2%1.2%1.3%1.3%1.3%1.3%1.3%
ROE 8.6%7.5%7.8%8.5%8.0%6.8%7.7%7.9%
Liquidity & Solvency 1
Metric Trend 20252024202320222021202020192018
Debt / Equity 0.00.00.00.00.00.00.00.1
Efficiency 1
Metric Trend 20252024202320222021202020192018
Asset Turnover 0.00.00.00.00.00.00.00.0
Per Share 4
Metric Trend 20252024202320222021202020192018
Revenue / Share $8.72$7.65$7.83$2.31$2.56$2.19$7.15$6.88
Cash Flow / Share $3.52$3.29$3.23$5.63$4.71$1.17$1.45$2.80
Dividend Paid / Share $1.49$1.48$1.45$1.44$1.41$1.40$1.37$1.36
EPS (TTM) $3.27$2.75$2.71$2.80$2.83$2.40$2.55$2.45
Growth Rates 8
Metric Trend 20252024202320222021202020192018
Revenue YoY ···-5.7%25.7%···
EPS YoY 18.9%1.5%-3.2%-1.1%17.9%···
EPS CAGR 3Y 5.3%-0.95%4.1%·····
EPS CAGR 5Y 6.4%·······
Net Income YoY 24.6%1.8%-3.5%3.2%27.2%···
Net Income CAGR 3Y 7.0%0.47%8.2%·····
Net Income CAGR 5Y 10.0%·······
Dividends Paid CAGR 5Y 5.1%·······
Valuation (TTM) 6
Metric Trend 20252024202320222021202020192018
Revenue TTM ···$312M$331M$263M$277M$240M
Net Income TTM $465M$373M$366M$380M$368M$289M$260M$256M
P/E 11.713.713.914.512.813.515.212.7
Earnings Yield 8.5%7.3%7.2%6.9%7.8%7.4%6.6%7.9%
Payout Ratio 45.0%53.8%53.2%50.8%49.3%56.3%53.4%55.5%
Annual Payout $209M$201M$195M$193M$181M$163M$139M$142M

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
Revenue · · · $312M $331M
Net Income $465M $373M $366M $380M $368M
Diluted EPS $3.27 $2.75 $2.71 $2.80 $2.83

Institutional owners (13F) 469 filers · $5.2B 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 469
Value held $5.2B
New positions 63
Exited positions 30
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
63 (-6 vs prior Q) 30 (+1 vs prior Q) 156 (+1 vs prior Q) 124 (+4 vs prior Q) +3.5M

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. $925,211,968 20,187,911 17.65% Shares
VANGUARD GROUP INC $558,414,336 14,542,040 10.65% Shares
STATE STREET CORP $399,131,340 8,640,931 7.61% Shares
DIMENSIONAL FUND ADVISORS LP $352,496,507 7,691,387 6.72% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $333,684,655 7,280,922 6.36% Shares
VANGUARD CAPITAL MANAGEMENT LLC $286,291,761 6,246,820 5.46% Shares
GEODE CAPITAL MANAGEMENT, LLC $188,334,416 4,108,797 3.59% Shares
EARNEST PARTNERS LLC $181,974,844 3,970,649 3.47% Shares
VICTORY CAPITAL MANAGEMENT INC $135,067,334 2,947,138 2.58% Shares
AQR CAPITAL MANAGEMENT LLC $104,358,425 2,289,566 1.99% Shares
NORTHERN TRUST CORP $78,275,485 1,707,953 1.49% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $76,387,657 1,666,761 1.46% Shares
NORGES BANK $72,004,934 1,571,131 1.37% Shares
GOLDMAN SACHS GROUP INC $71,910,158 1,569,063 1.37% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $71,354,818 1,556,944 1.36% Shares
MORGAN STANLEY $68,547,069 1,495,680 1.31% Shares
BANK OF AMERICA CORP /DE/ $64,801,937 1,413,963 1.24% Shares
Fisher Asset Management, LLC $63,970,802 1,395,828 1.22% Shares
Bank of New York Mellon Corp $60,968,292 1,330,314 1.16% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $58,403,009 1,274,340 1.11% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $52,217,648 1,139,377 1.00% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $45,042,961 982,827 0.86% Shares
VANGUARD FIDUCIARY TRUST CO $41,976,430 915,916 0.80% Shares
ProShare Advisors LLC $35,543,366 775,548 0.68% Shares
Nuveen, LLC $35,522,300 775,089 0.68% Shares
UNITED BANK $32,682,794 713,131 0.62% Shares
NEW YORK STATE COMMON RETIREMENT FUND $29,857,558 651,485 0.57% Shares
Invesco Ltd. $26,679,294 582,136 0.51% Shares
FIRST TRUST ADVISORS LP $26,183,916 571,327 0.50% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,163,430 570,880 0.50% Shares
WELLS FARGO & COMPANY/MN $22,574,728 492,575 0.43% Shares
CITADEL ADVISORS LLC $21,905,503 477,973 0.42% Shares
RHUMBLINE ADVISERS $20,316,401 443,300 0.39% Shares
UBS Group AG $19,103,503 416,834 0.36% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $19,068,287 416,064 0.36% Shares
AMERIPRISE FINANCIAL INC $17,542,692 382,573 0.33% Shares
SEI INVESTMENTS CO $16,791,379 366,384 0.32% Shares
JPMORGAN CHASE & CO $16,378,002 351,935 0.31% Shares
Arbejdsmarkedets Tillaegspension $14,564,728 317,799 0.28% Shares
PRINCIPAL FINANCIAL GROUP INC $14,372,609 313,607 0.27% Shares
California Public Employees Retirement System $13,622,555 297,241 0.26% Shares
Swiss National Bank $12,849,036 280,363 0.25% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $12,326,177 297,590 0.24% Shares
RAYMOND JAMES FINANCIAL INC $11,890,477 259,447 0.23% Shares
ALLIANCEBERNSTEIN L.P. $11,698,126 282,427 0.22% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $10,679,948 233,034 0.20% Shares
FMR LLC $10,605,817 231,417 0.20% Shares
FRANKLIN RESOURCES INC $10,302,126 224,790 0.20% Shares
ENVESTNET ASSET MANAGEMENT INC $9,950,510 217,118 0.19% Shares
Legal & General Group Plc $8,791,753 191,834 0.17% Shares

Show all 469 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
Undisclosed reporting person June 22, 2001 · Initial filing Board campaign 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 51 insiders · 5 officers · 14 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
James B Hayhurst JR Executive Vice-President June 4, 2014 M 46,900 0 0 $0
Joe L Wilson Executive Vice-President Feb. 19, 2013 A 43,588 0 0 $0
Steven E Wilson Exec VP, Secretary, Treasurer Dec. 24, 2014 M 102,132 0 0 $0
John Neuner III EXECUTIVE VICE PRESIDENT March 29, 2006 M 11,200 0 0 $0
Kendal E Carson EXECUTIVE VICE PRESIDENT Feb. 24, 2006 M 1,975 0 0 $0
Clinton P Winter Director Oct. 1, 2026 P 458,658 14 0 $247,820
Mark R Nesselroad Director Sept. 1, 2026 S 32,224 0 1 $-148,544
Douglas W Fisher Director Feb. 29, 2016 A 209,083 0 0 $0
John M Mcmahon Director Feb. 29, 2016 A 301,000 0 0 $0
William C Pitt III Director Sept. 2, 2015 P 1,750 0 0 $0
Gaston Caperton Director July 7, 2015 P · 0 0 $0
LEECH DOUGLAS J Director March 16, 2015 S 5,959 0 0 $0
Donald L Unger Director Dec. 21, 2012 S 19,799 0 0 $0
Thomas J Blair III Director Sept. 22, 2008 S 96,400 0 0 $0
Isaac N Smith JR Director July 31, 2007 A 200 0 0 $0
Russell L Isaacs JR Director Feb. 13, 2007 P 2,000 0 0 $0
Smoot H Fahlgren Director April 29, 2005 P 15,000 0 0 $0
James G Tardiff Director Dec. 17, 2004 S 0 0 0 $0
Warren A Thornhill III Director Dec. 16, 2003 G 187,360 0 0 $0
Charles J. Mildren · Feb. 23, 2026 F 20,867 0 0 $0
Anna J Schultheis · Feb. 23, 2026 F 11,650 0 0 $0
Ross M Draber · Feb. 23, 2026 F 28,872 0 0 $0
Julie R Gurtis · Feb. 23, 2026 F 28,703 0 0 $0
Ami L Shaver · Feb. 23, 2026 F 15,285 0 0 $0
Michael Proctor · Feb. 23, 2026 F 11,340 0 0 $0
Matthew L Humphrey · Feb. 23, 2026 F 37,685 0 0 $0
Ernest Bryan Douglas · Feb. 23, 2026 F 51,637 0 0 $0
William Mark Tatterson · Feb. 23, 2026 F 99,597 0 0 $0
Darren K Williams · Feb. 23, 2026 F 45,654 0 0 $0
Henry M Kayes JR · Feb. 23, 2026 F 37,580 0 0 $0
James J Consagra JR · Feb. 23, 2026 F 148,186 0 0 $0
Richard M Adams JR · Feb. 23, 2026 F 186,344 0 0 $0
Richard M Adams SR · Feb. 23, 2026 F 883,715 0 0 $0
Sara Dumond · Feb. 19, 2026 A 6,642 0 0 $0
Diana Lewis Jackson · Feb. 19, 2026 A 13,787 0 0 $0
Lacy I Rice III · Feb. 19, 2026 A 38,581 1 0 $4,201
Charles L. Capito JR · Feb. 19, 2026 A 14,162 0 0 $0
Patrice A Harris · Feb. 19, 2026 A 14,307 0 0 $0
Gary G White · Feb. 19, 2026 A 48,853 0 0 $0
Albert H Small JR · Feb. 19, 2026 A 12,147 0 0 $0
Mary K Weddle · Feb. 19, 2026 A 22,883 0 0 $0
Paul J Mcnamara · Feb. 19, 2026 A 6,722 0 0 $0
Peter A Converse · Feb. 19, 2026 A 438,261 0 0 $0
Fitzgerald Michael P · May 16, 2023 P 209,273 0 0 $0
Jerry L Rexroad · Feb. 23, 2023 A 124,705 0 0 $0
Theodore Georgelas · Feb. 22, 2022 A 53,257 0 0 $0
Craige L Smith · June 4, 2020 S 21,921 0 0 $0
Robert G Astorg · Feb. 25, 2019 A 23,844 0 0 $0
CLINEBURG BERNARD H · May 12, 2017 S 165,138 0 0 $0
Lawrence K Doll · Feb. 27, 2017 A 6,631 0 0 $0
F T Graff JR · June 14, 2011 P 7,000 0 0 $0

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

ETF ownership Held by 68 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
SMLL · Harbor ETF Trust 3.27% 9,432 NS July 31, 2026 N-PORT
EPSV · Harbor ETF Trust 1.88% 2,363 NS July 31, 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1.29% 140,568 SH Oct. 2, 2026 Daily
XMLV · Invesco Exchange-Traded Fund Trust … 1.16% 173,168 SH Oct. 2, 2026 Daily
IAT · iShares Trust 1.06% 146,291 SH Sept. 11, 2026 Daily
DPST · Direxion Shares ETF Trust 0.91% 80,518 NS July 31, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.65% 45,668 SH Oct. 2, 2026 Daily
DVY · iShares Trust 0.59% 2,952,437 SH Sept. 11, 2026 Daily
XMMO · Invesco Exchange-Traded Fund Trust 0.58% 897,243 SH Oct. 2, 2026 Daily
PAMC · Pacer Funds Trust 0.45% 4,992 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.44% 737,457 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.41% 121,840 SH Aug. 19, 2026 Daily
EBIT · Harbor ETF Trust 0.38% 928 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.36% 118,004 SH Aug. 19, 2026 Daily
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.33% 40,364 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.30% 14,140 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.30% 176,797 SH Sept. 11, 2026 Daily
VMAX · Lattice Strategies Trust 0.28% 2,889 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.28% 829,132 NS July 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.28% 4,976 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.27% 15,529 SH Oct. 2, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.24% 67,424 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.22% 67,120 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.21% 3,524,105 SH Sept. 11, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.21% 18,396 SH Oct. 2, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.19% 805,920 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.19% 15,106 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.17% 221,817 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.15% 462,854 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.14% 2,019 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 59,239 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.13% 2,005,775 SH Aug. 19, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.12% 22,356 SH Aug. 19, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.09% 3,127 NS July 31, 2026 N-PORT
IYG · iShares Trust 0.09% 39,812 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.08% 3,159,183 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.08% 36,757 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.07% 20,546 SH Oct. 2, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.07% 1,577,770 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.07% 227,396 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.06% 28,180 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.06% 8,586 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.04% 119,539 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 3,907 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.03% 543,114 SH Aug. 19, 2026 Daily
DFAC · Dimensional ETF Trust 0.03% 296,158 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.02% 3,924 SH Oct. 1, 2026 Daily
IUSV · iShares Trust 0.02% 116,962 SH Sept. 11, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.02% 3,696 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.02% 12,724 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.02% 38,401 SH Oct. 1, 2026 Daily
DIVB · iShares Trust 0.02% 7,763 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 31,858 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 4,369,809 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 159,328 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 11,414 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 43,299 NS July 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.01% 30,876 SH Aug. 19, 2026 Daily
IYY · iShares Trust 0.01% 5,903 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 180,736 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 35,911 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.01% 3,729 NS July 31, 2026 N-PORT
IJH · iShares Trust · 4,677,993 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 687,977 SH Aug. 24, 2026 Daily
IWN · iShares Trust · 1,283,775 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 17,768 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 5,989 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 29,572 SH Sept. 11, 2026 Daily

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

21
rating · 12 analysts BUY
Median target $51.00 +8.4%
2 16.7% Strong Buy
5 41.7% Buy
5 41.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-09-30

Mean target $50.33 +7.0%

← Below all targets Current price $47.04
Low$48.00 Mean$50.33 High$52.00

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
UBSI · 11.7 · 37.5% 8.6% ·
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% ·
FNB $3M 11.0 10.6% 32.0% 8.5% ·
HWC $5.24B 11.2 4.8% 32.1% 11.0% ·
HOMB $5.45B 11.5 7.2% 43.6% 11.3% ·
GBCI $5.73B 22.1 7.5% 236.5% 6.2% ·
AUB $5.00B 17.4 68.1% 19.9% 5.6% ·
ASB $4.28B 9.3 -11.1% 31.9% 9.7% ·
TFC $62.13B 12.9 53.0% 26.1% 8.2% ·

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25
BOUNCE_UP Stopped out Sep 16
risk 1 reward 1.50
entry $36.67 R:R 1.50

No open signal right now — no card is filled, and that's honest.

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.

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Source: SEC 10-Q filed Aug 7, 2026