UCB United Community Banks, Inc. Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$36.54
Price · Aug 18, 2026
Fundamentals as of Aug 5, 2026
52W Range
$29–$37
92% of range
Analyst Rating
HOLD
11 analysts
Price Target
$39
+7% upside
P/E (TTM)
13.8
ROE
9.0%
Net Profit Margin
30.9%

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

Price
$36.54
Market Cap
$4.37B
P/E (TTM)
13.8
EPS (TTM)
$2.62
Revenue (TTM)
$1.06B
Div Yield
2.7%
ROE
9.0%
Debt/Equity
0.0
52W Range
$29 – $37

UCB 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 $1.06B
10-point trend, +163.0%
2016-12-31 → 2025-12-31
EPS $2.62
10-point trend, +87.1%
2016-12-31 → 2025-12-31
Free Cash Flow $356M
8-point trend, +41.2%
2018-12-31 → 2025-12-31
Margins 30.9%

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

Metric
5Y trend
UCB
Peer Median
P/E (TTM)
5-point trend, -1.5%
13.8
12.5
P/S (TTM)
5-point trend, -17.9%
4.1
3.2
P/B
5-point trend, -28.4%
1.2
1.1
Price / FCF
5-point trend, +9.5%
12.3
—

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

Metric
5Y trend
UCB
Peer Median
Net Profit Margin
5-point trend, -14.8%
30.9%
28.7%
ROA
5-point trend, -15.1%
1.2%
1.4%
ROE
5-point trend, -27.1%
9.0%
11.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
UCB
Peer Median
Debt / Equity
5-point trend, +0.02
0.0
—

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

Metric
5Y trend
UCB
Peer Median
Revenue YoY
5-point trend, +42.8%
11.7%
—
Revenue CAGR 3Y
5-point trend, +42.8%
8.8%
—
Revenue CAGR 5Y
5-point trend, +42.8%
13.0%
—
EPS YoY
5-point trend, -11.8%
28.4%
—
Net Income YoY
5-point trend, +21.6%
30.0%
—

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

Metric
5Y trend
UCB
Peer Median
EPS (Diluted)
5-point trend, -11.8%
$2.62
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
UCB
Peer Median
Payout Ratio
5-point trend, +45.6%
36.1%
—

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

Dividend Yield
2.7%
Payout Ratio
36.1%
5Y Div CAGR
—
Ex-dateAmount
June 15, 2026$0.2500
March 13, 2026$0.2500
Dec. 15, 2025$0.2500
Sept. 15, 2025$0.2500
June 13, 2025$0.2400
March 14, 2025$0.2400
Dec. 16, 2024$0.2400
Sept. 16, 2024$0.2400
June 14, 2024$0.2300
March 14, 2024$0.2300
Dec. 14, 2023$0.2300
Sept. 14, 2023$0.2300
June 14, 2023$0.2300
March 14, 2023$0.2300
Dec. 14, 2022$0.2200
Sept. 14, 2022$0.2200
June 14, 2022$0.2100
March 14, 2022$0.2100
Dec. 14, 2021$0.2000
Sept. 14, 2021$0.2000

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

BUY 11 analysts
  • Strong Buy 2 18.2%
  • Buy 4 36.4%
  • Hold 5 45.5%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

6 analysts · 2026-08-19
Median target $39.25 +7.4%
Mean target $38.92 +6.5%

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

Avg Surprise
-0.00%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.71 $0.82 -0.11%
March 31, 2026 $0.70 $0.71 -0.01%
Dec. 31, 2025 $0.71 $0.72 -0.01%
Sept. 30, 2025 $0.75 $0.70 0.05%
June 30, 2025 $0.66 $0.62 0.04%
March 31, 2025 $0.59 $0.57 0.02%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
UCB $3.77B 11.9 11.7% 30.9% 9.0% —
FFIN $4.28B 16.9 14.7% 40.2% 13.9% —
SFBS $3.92B 14.2 16.8% 49.2% 16.0% —
TFSL $3.70B 41.2 6.0% 28.3% 4.8% —
FULT — — — — — —
IBOC — 10.0 1.0% 49.0% 13.1% —
TCBI $4.69B 13.3 34.7% 26.3% 9.2% —
CATY $3.25B 10.7 2.9% 585.8% 10.8% —
CVBF $2.52B 12.2 2.7% 40.6% 9.2% —
WSFS $4.22B 10.9 — 27.0% 10.8% —
INDB $3.60B 16.5 24.3% 23.9% 6.2% —

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

Income Statement 11
Annual Income Statement data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +163.0% $1.06B $952M $893M $826M $744M $577M $561M $522M $440M $404M · ·
Interest Expense 8-point trend, +1561.7% · · $419M $61M $30M $56M $83M $61M $34M $25M · ·
Interest Income 10-point trend, +312.8% $1.38B $1.38B $1.24B $813M $579M $558M $553M $500M $390M $335M · ·
Pretax Income 10-point trend, +159.2% $422M $323M $233M $356M $348M $209M $239M $216M $173M $163M · ·
Income Tax 10-point trend, +51.3% $94M $71M $45M $79M $78M $45M $53M $50M $105M $62M · ·
Net Income 10-point trend, +226.0% $328M $252M $188M $277M $270M $164M $186M $166M $68M $101M · ·
EPS (Basic) 10-point trend, +87.1% $2.62 $2.04 $1.54 $2.52 $2.97 $1.91 $2.31 $2.07 $0.92 $1.40 · ·
EPS (Diluted) 10-point trend, +87.1% $2.62 $2.04 $1.54 $2.52 $2.97 $1.91 $2.31 $2.07 $0.92 $1.40 · ·
Shares (Basic) 10-point trend, +68.7% 121,309,000 119,783,000 117,603,000 106,661,000 87,940,000 83,184,000 79,700,000 79,662,000 73,247,000 71,910,000 · ·
Shares (Diluted) 10-point trend, +68.9% 121,437,000 119,900,000 117,745,000 106,778,000 88,097,000 83,248,000 79,708,000 79,671,000 73,259,000 71,915,000 · ·
EBITDA 8-point trend, +48.4% $46M $41M $45M $47M $-2M $-9M $24M $31M · · · ·
Balance Sheet 17
Annual Balance Sheet data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
PP&E (Net) 9-point trend, +88.5% $394M $394M $378M $298M $245M $218M $216M $206M $209M · · ·
PP&E (Gross) 9-point trend, +79.7% $580M $573M $556M $461M $395M $360M $351M $331M $323M · · ·
Accum. Depreciation 9-point trend, +63.6% $187M $179M $178M $163M $149M $142M $136M $125M $114M · · ·
Goodwill 10-point trend, +551.4% $925M $907M $920M $751M $452M $368M $327M $307M $221M $142M · ·
Intangibles 9-point trend, +79.6% $43M $50M $70M $28M $20M $14M $15M $17M $24M · · ·
Total Assets 9-point trend, +135.0% $28.00B $27.72B $27.30B $24.01B $20.95B $17.79B $12.92B $12.57B $11.92B · · ·
Short-term Debt 7-point trend, +70.0% $85M $195M $0 $159M $0 · · $0 $50M · · ·
Total Liabilities 9-point trend, +129.6% $24.36B $24.29B $24.04B $21.31B $18.72B $15.79B $11.28B $11.12B $10.61B · · ·
Long-term Debt 9-point trend, -0.1% $120M $254M $325M $325M $247M $327M $213M $267M $121M · · ·
Total Debt 5-point trend, +85000000.00 $85M $195M $0 $159M · · · $0 · · · ·
Common Stock 9-point trend, +55.4% $121M $119M $119M $106M $89M $87M $79M $79M $78M · · ·
Paid-in Capital 9-point trend, +89.7% $2.75B $2.72B $2.70B $2.31B $1.72B $1.64B $1.50B $1.50B $1.45B · · ·
Retained Earnings 9-point trend, +535.6% $914M $714M $581M $509M $331M $137M $40M $-90M $-210M · · ·
AOCI 9-point trend, -496.5% $-151M $-213M $-239M $-329M $-26M $38M $8M $-42M $-25M · · ·
Stockholders' Equity 11-point trend, +257.3% $3.64B $3.43B $3.26B $2.70B $2.22B $2.01B $1.64B $1.46B $1.30B $1.08B $1.02B ·
Liabilities + Equity 9-point trend, +135.0% $28.00B $27.72B $27.30B $24.01B $20.95B $17.79B $12.92B $12.57B $11.92B · · ·
Shares Outstanding 9-point trend, +55.5% 120,598,266 119,364,110 119,010,319 106,222,758 89,349,826 86,675,279 79,013,729 79,234,077 77,579,561 · · ·
Cash Flow 18
Annual Cash Flow data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
D&A 10-point trend, +53.3% $46M $41M $45M $47M $-2M $-9M $24M $31M $27M $30M · ·
Stock-based Comp 10-point trend, +153.7% $11M $11M $9M $9M $7M $8M $9M $6M $6M $4M · ·
Deferred Tax 10-point trend, -83.0% $10M $7M $6M $11M $21M $3M $15M $33M $100M $60M · ·
Amort. of Intangibles 10-point trend, +212.7% $13M $15M $15M $7M $4M $4M $5M $7M $5M $4M · ·
Other Non-cash 8-point trend, -133.8% $-12M $38M $46M $264M $64M $-7M $-80M $34M · · · ·
Operating Cash Flow 10-point trend, +174.5% $384M $350M $294M $607M $359M $159M $154M $270M $208M $140M · ·
CapEx 10-point trend, +58.7% $28M $47M $72M $43M $26M $18M $21M $18M $22M $17M · ·
Investing Cash Flow 10-point trend, +104.6% $33M $-991M $-163M $-2.02B $-1.81B $-1.58B $163M $-359M $-46M $-732M · ·
Debt Issued 3-point trend, +98188000.00 · · · · · · · $98M $0 $0 · ·
Net Debt Issued · · · · · · · $26M · · · ·
Stock Repurchased 10-point trend, +224.1% $44M $0 $0 $0 $15M $21M $13M $0 $0 $14M · ·
Net Stock Activity 7-point trend, -44269000.00 $-44M · $0 $0 $-15M $-21M $-13M $0 · · · ·
Dividends Paid 10-point trend, +647.8% $119M $112M $105M $87M $67M $59M $53M $42M $26M $16M · ·
Financing Cash Flow 10-point trend, -195.1% $-542M $157M $226M $-259M $2.16B $2.52B $-129M $102M $-66M $569M · ·
Net Change in Cash 10-point trend, -439.3% $-124M $-484M $357M $-1.67B $710M $1.09B $188M $13M $97M $-23M · ·
Taxes Paid 10-point trend, +1162.8% $50M $19M $58M $50M $56M $37M $34M $8M $7M $4M · ·
Free Cash Flow 8-point trend, +41.2% $356M $303M $221M $565M $333M $140M $133M $252M · · · ·
Levered FCF 6-point trend, -156.9% · · $-117M $517M $310M $96M $68M $205M · · · ·
Profitability 5
Annual Profitability data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 8-point trend, -3.0% 30.9% 28.0% 23.3% 33.6% 36.2% 28.4% 33.1% 31.8% · · · ·
Pretax Margin 8-point trend, -3.9% 39.7% 35.8% 28.9% 43.1% 46.7% 36.3% 42.5% 41.3% · · · ·
EBITDA Margin 8-point trend, -27.2% 4.3% 4.5% 5.6% 5.7% -0.28% -1.5% 4.3% 5.9% · · · ·
ROA 8-point trend, -13.2% 1.2% 0.92% 0.73% 1.2% 1.4% 1.1% 1.5% 1.4% · · · ·
ROE 8-point trend, -22.1% 9.0% 7.4% 5.8% 10.4% 12.4% 8.3% 11.5% 11.6% · · · ·
Liquidity & Solvency 1
Annual Liquidity & Solvency data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 5-point trend, +0.02 0.0 0.1 0.0 0.1 · · · 0.0 · · · ·
Efficiency 1
Annual Efficiency data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -10.3% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · · · ·
Per Share 5
Annual Per Share data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 8-point trend, +64.0% $30.17 $28.75 $27.41 $25.42 $24.87 $23.16 $20.70 $18.40 · · · ·
Revenue / Share 8-point trend, +33.6% $8.75 $7.52 $6.83 $7.74 $8.45 $6.94 $7.04 $6.55 · · · ·
Cash Flow / Share 8-point trend, -6.7% $3.16 $2.92 $2.50 $5.69 $4.08 $1.91 $1.93 $3.39 · · · ·
Dividend / Share 10-point trend, +226.7% $1 $1 $1 $1 $1 $1 $1 $1 $0 $0 · ·
EPS (TTM) 10-point trend, +87.1% $2.62 $2.04 $1.54 $2.52 $2.97 $1.91 $2.31 $2.07 $0.92 $1.40 · ·
Growth Rates 10
Annual Growth Rates data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -59.7% 11.7% 6.6% 8.1% 11.0% 28.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -44.0% 8.8% 8.6% 15.7% · · · · · · · · ·
Revenue CAGR 5Y 13.0% · · · · · · · · · · ·
EPS YoY 5-point trend, -48.8% 28.4% 32.5% -38.9% -15.2% 55.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, +118.9% 1.3% -11.8% -6.9% · · · · · · · · ·
EPS CAGR 5Y 6.5% · · · · · · · · · · ·
Net Income YoY 5-point trend, -53.4% 30.0% 34.6% -32.4% 2.8% 64.4% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +26.4% 5.8% -2.2% 4.5% · · · · · · · · ·
Net Income CAGR 5Y 14.9% · · · · · · · · · · ·
Dividend CAGR 5Y 15.0% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for UCB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +432.6% $1.06B $952M $893M $826M $744M $577M $561M $522M $440M $404M $200M $200M
Net Income TTM 12-point trend, +1801.3% $328M $252M $188M $277M $270M $164M $186M $166M $68M $101M $17M $17M
Market Cap 8-point trend, +121.4% $3.77B $3.86B $3.48B $3.59B $3.21B $2.47B $2.44B $1.70B · · · ·
P/E 10-point trend, -43.7% 11.9 15.8 19.0 13.4 12.1 14.9 13.4 10.4 30.6 21.2 · ·
P/S 8-point trend, +8.8% 3.5 4.1 3.9 4.3 4.3 4.3 4.3 3.3 · · · ·
P/B 8-point trend, -11.3% 1.0 1.1 1.1 1.3 1.4 1.2 1.5 1.2 · · · ·
P / Tangible Book 6-point trend, -7.0% 1.4 1.6 1.5 1.9 1.8 1.5 · · · · · ·
P / Cash Flow 8-point trend, +55.7% 9.8 11.0 11.8 5.9 8.9 15.5 15.9 6.3 · · · ·
P / FCF 8-point trend, +56.8% 10.6 12.7 15.7 6.4 9.6 17.6 18.3 6.7 · · · ·
Dividend Yield 8-point trend, +28.6% 3.1% 2.9% 3.0% 2.4% 2.1% 2.4% 2.2% 2.5% · · · ·
Earnings Yield 10-point trend, +77.4% 8.4% 6.3% 5.3% 7.5% 8.3% 6.7% 7.5% 9.7% 3.3% 4.7% · ·
Payout Ratio 8-point trend, +44.1% 36.1% 44.5% 56.0% 31.3% 24.8% 35.9% 28.6% 25.1% · · · ·
Annual Payout 10-point trend, +647.8% $119M $112M $105M $87M $67M $59M $53M $42M $26M $16M · ·

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
Revenue $1.06B$952M$893M$826M$744M
Net Income $328M$252M$188M$277M$270M
Diluted EPS $2.62$2.04$1.54$2.52$2.97
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.00.10.00.1—
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $356M$303M$221M$565M$333M

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Institutional owners (13F) 389 filers · $2.9B 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
59 (+5 vs prior Q) 34 (+9 vs prior Q) 122 (-2 vs prior Q) 93 (-8 vs prior Q) +18.4M

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 $422,238,355 13,524,611 14.53% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $284,851,567 8,117,742 9.80% Shares
STATE STREET CORP $231,050,456 6,538,953 7.95% Shares
DIMENSIONAL FUND ADVISORS LP $223,196,458 6,360,687 7.68% Shares
FMR LLC $192,134,593 5,475,480 6.61% Shares
VANGUARD CAPITAL MANAGEMENT LLC $190,236,540 5,421,389 6.55% Shares
NEUBERGER BERMAN GROUP LLC $123,474,375 3,518,791 4.25% Shares
EARNEST PARTNERS LLC $113,442,321 3,232,896 3.90% Shares
GEODE CAPITAL MANAGEMENT, LLC $93,694,408 2,669,627 3.22% Shares
SNYDER CAPITAL MANAGEMENT L P $57,578,690 1,640,886 1.98% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $56,375,000 1,606,581 1.94% Shares
NORGES BANK $53,463,615 1,523,614 1.84% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $52,686,758 1,501,475 1.81% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $49,006,905 1,396,606 1.69% Shares
Qube Research & Technologies Ltd $38,691,638 1,102,640 1.33% Shares
Fisher Asset Management, LLC $33,154,064 944,829 1.14% Shares
AMERICAN CENTURY COMPANIES INC $32,498,799 926,155 1.12% Shares
PANAGORA ASSET MANAGEMENT INC $30,703,259 874,986 1.06% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $29,545,850 842,002 1.02% Shares
VANGUARD FIDUCIARY TRUST CO $27,931,675 796,001 0.96% Shares
PRINCIPAL FINANCIAL GROUP INC $27,289,353 777,696 0.94% Shares
SEGALL BRYANT & HAMILL, LLC $25,009,590 712,727 0.86% Shares
AMERIPRISE FINANCIAL INC $21,617,345 615,964 0.74% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $20,143,836 574,062 0.69% Shares
MetLife Investment Management, LLC $18,053,735 514,498 0.62% Shares
Mesirow Institutional Investment Management, Inc. $15,734,130 486,974 0.54% Shares
Public Sector Pension Investment Board $14,427,780 411,165 0.50% Shares
Interval Partners, LP $12,489,689 355,933 0.43% Shares
Aristotle Capital Boston, LLC $11,955,725 340,716 0.41% Shares
RHUMBLINE ADVISERS $10,867,070 309,692 0.37% Shares
MILLENNIUM MANAGEMENT LLC $10,676,343 304,256 0.37% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $10,260,270 290,166 0.35% Shares
GOLDMAN SACHS GROUP INC $10,191,750 290,446 0.35% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $9,189,404 261,881 0.32% Shares
Cresset Asset Management, LLC $8,538,533 241,611 0.29% Shares
FEDERATED HERMES, INC. $8,487,464 241,877 0.29% Shares
Swiss National Bank $8,428,618 240,200 0.29% Shares
California Public Employees Retirement System $8,339,314 237,655 0.29% Shares
BANK OF AMERICA CORP /DE/ $7,771,066 221,461 0.27% Shares
BLAIR WILLIAM & CO/IL $7,634,012 217,555 0.26% Shares
ProShare Advisors LLC $7,437,151 211,945 0.26% Shares
Legal & General Group Plc $6,447,086 183,730 0.22% Shares
ENVESTNET ASSET MANAGEMENT INC $6,402,777 182,467 0.22% Shares
Schonfeld Strategic Advisors LLC $6,144,469 175,106 0.21% Shares
CITADEL ADVISORS LLC $5,489,409 156,438 0.19% Shares
SEI INVESTMENTS CO $5,487,280 156,360 0.19% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $5,419,861 154,456 0.19% Shares
FIRST TRUST ADVISORS LP $5,235,534 149,203 0.18% Shares
ALLIANCEBERNSTEIN L.P. $5,053,106 160,467 0.17% Shares
Invenomic Capital Management LP $4,953,375 141,162 0.17% Shares
WELLINGTON MANAGEMENT GROUP LLP $4,533,417 129,194 0.16% Shares
BlackRock, Inc. $4,473,940 127,499 0.15% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $4,450,500 126,831 0.15% Shares
PRUDENTIAL FINANCIAL INC $4,380,530 124,837 0.15% Shares
DEUTSCHE BANK AG\ $4,373,933 124,649 0.15% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,352,768 138,227 0.15% Shares
VANGUARD ASSET MANAGEMENT, Ltd $4,289,051 122,230 0.15% Shares
Quantinno Capital Management LP $4,152,359 118,334 0.14% Shares
Numerai GP LLC $4,146,620 118,171 0.14% Shares
Cubist Systematic Strategies, LLC $3,907,600 124,644 0.13% Shares
Waverly Advisors, LLC $3,905,447 111,298 0.13% Shares
New Age Alpha Advisors, LLC $3,822,494 108,934 0.13% Shares
RAYMOND JAMES FINANCIAL INC $3,724,213 106,133 0.13% Shares
Verition Fund Management LLC $3,698,591 105,403 0.13% Shares
NATIXIS $3,691,468 105,200 0.13% Shares
FRANKLIN RESOURCES INC $3,672,870 104,670 0.13% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $3,578,829 101,990 0.12% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3,421,521 97,507 0.12% Shares
Holocene Advisors, LP $3,333,375 94,995 0.11% Shares
Brandywine Global Investment Management, LLC $3,227,211 103,370 0.11% Shares
ALGERT GLOBAL LLC $3,125,817 89,080 0.11% Shares
AlphaQuest LLC $3,102,394 99,372 0.11% Shares
D. E. Shaw & Co., Inc. $3,006,652 85,684 0.10% Shares
Edgestream Partners, L.P. $2,930,541 83,515 0.10% Shares
BNP PARIBAS FINANCIAL MARKETS $2,898,890 82,613 0.10% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $2,670,946 76,117 0.09% Shares
VICTORY CAPITAL MANAGEMENT INC $2,469,774 70,384 0.08% Shares
Rafferty Asset Management, LLC $2,447,317 69,744 0.08% Shares
DIVERSIFIED TRUST CO $2,347,170 66,890 0.08% Shares
Point72 Asset Management, L.P. $2,346,012 66,857 0.08% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $2,335,520 66,558 0.08% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2,182,001 62,183 0.08% Shares
Illinois Municipal Retirement Fund $2,164,386 61,681 0.07% Shares
Vanguard Global Advisers, LLC $2,161,088 61,587 0.07% Shares
GUGGENHEIM CAPITAL LLC $2,155,965 61,441 0.07% Shares
State of New Jersey Common Pension Fund D $2,131,753 60,751 0.07% Shares
Brevan Howard Capital Management LP $2,075,538 59,149 0.07% Shares
WESBANCO BANK INC $2,049,256 58,400 0.07% Shares
GREAT LAKES ADVISORS, LLC $2,019,324 57,547 0.07% Shares
BARCLAYS PLC $1,978,023 56,370 0.07% Shares
Mariner, LLC $1,974,332 56,264 0.07% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,969,777 56,135 0.07% Shares
HighTower Advisors, LLC $1,949,003 55,543 0.07% Shares
State of Tennessee, Department of Treasury $1,882,088 53,636 0.06% Shares
OPPENHEIMER ASSET MANAGEMENT INC. $1,856,542 52,908 0.06% Shares
Louisiana State Employees Retirement System $1,842,225 52,500 0.06% Shares
CAMBIAR INVESTORS LLC $1,825,768 52,031 0.06% Shares
LPL Financial LLC $1,795,174 51,159 0.06% Shares
MORGAN STANLEY $1,736,415 49,484 0.06% Shares
MARTINGALE ASSET MANAGEMENT L P $1,730,043 49,303 0.06% Shares

Company insiders 47 insiders · 19 officers · 28 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jefferson L Harralson EVP, CFO July 28, 2026 S 37,433 0 1 $-885,250
Rex S Schuette EVP & CFO Jan. 27, 2017 F 33,721 0 0 $0
Bill M Gilbert President, Community Banking Feb. 15, 2019 F 58,783 0 0 $0
WHITE GLENN S President, Atlanta Region Sept. 5, 2012 S 46,118 0 0 $0
Robert A. Edwards EVP, Chief Risk Officer July 29, 2026 G 57,877 0 0 $0
Richard Bradshaw EVP, Chief Banking Officer July 27, 2026 S 83,228 0 4 $-149,934
Melinda Davis Lux EVP, CAO & GC Aug. 15, 2025 F 34,575 0 0 $0
Abraham Cox EVP, Chief Consumer & SBBO Feb. 15, 2025 F 13,449 0 0 $0
Holly N Berry EVP, Chief HR Officer Feb. 15, 2025 F 7,689 0 0 $0
Mark Aaron Terry EVP, Chief Information Officer Feb. 15, 2025 F 21,767 0 0 $0
Bradley J Miller EVP, GENERAL COUNSEL Feb. 15, 2020 F 27,202 0 0 $0
Jimmy C Tallent Executive Chairman June 30, 2019 F 353,965 0 0 $0
David P Shearrow EVP of Risk Management Jan. 31, 2015 D 21,406 0 0 $0
Michael J Burke SVP, Treasurer Dec. 8, 2014 S 0 0 0 $0
Timothy K Schools Chief Strategy Officer Nov. 1, 2013 F 3,333 0 0 $0
Craig Metz EVP Jan. 3, 2013 A 9,858 0 0 $0
Guy W Freeman Executive Vice President June 20, 2011 A 12,468 0 0 $0
Thomas C Gilliland EVP, Corp Sec & General Couns Sept. 17, 2007 S 14,388 0 0 $0
Ray K Williams EVP & CCO April 26, 2006 A 12,050 0 0 $0
John Marc James Director July 24, 2026 G 5,972 0 0 $0
Jennifer M. Bazante Director July 24, 2026 G 8,546 0 0 $0
Kenneth L Daniels Director July 24, 2026 G 23,094 0 0 $0
Thomas A Richlovsky Director July 24, 2026 G 38,055 0 0 $0
David H Wilkins Director May 13, 2026 A 21,476 0 0 $0
Tim Wallis Director May 13, 2026 A 30,385 0 0 $0
Sally Pope Davis Director May 14, 2025 A 5,790 0 0 $0
George B. Bell Director May 14, 2025 A 9,063 0 0 $0
James P Clements Director May 14, 2025 A 13,270 0 0 $0
Jennifer Mann Director May 14, 2025 A 16,519 0 0 $0
Lance F. Drummond Director May 14, 2025 A 16,519 0 0 $0
David C Shaver Director May 15, 2024 A 15,976 0 0 $0
Robert H Blalock Director June 1, 2022 A 29,823 0 0 $0
Cathy L Cox Director June 1, 2021 A 24,203 0 0 $0
W C Nelson JR Director June 19, 2017 A 3,141 0 0 $0
Nicholas B Paumgarten Director May 6, 2016 S 0 0 0 $0
Steven J. Goldstein Director Sept. 1, 2015 A 4,034 0 0 $0
Robert L Head JR Director May 1, 2013 A 3,149 0 0 $0
John D Stephens Director May 1, 2013 A 3,149 0 0 $0
Hoyt O Holloway Director April 1, 2012 A 641 0 0 $0
Peter E Raskind Director May 2, 2011 P 50,000 0 0 $0
William A Bennett Director Nov. 2, 2009 P 9,886 0 0 $0
Charles E Hill Director Sept. 25, 2008 S 119,020 0 0 $0
Clarence W Mason SR Director Dec. 8, 2007 G 50,727 0 0 $0
Charles E Parks Director Sept. 24, 2003 G 63,389 0 0 $0
Alan H Kumler — Aug. 15, 2026 F 20,680 0 1 $-425,840
Carl Steven Carande — Aug. 10, 2026 P 3,689 1 0 $74,270
Lynn Harton — Feb. 18, 2026 S 84,123 0 1 $-866,000

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
Corsair IV Management gP , Ltd., Nicholas B. Paumgarten, Corsair IV Financial Services Capital Partners, L.P., Corsair IV Management, L.P., Corsair Capital LLC, Corsair Georgia, L.P. May 6, 2016 — Initial filing Board campaign SEC
Corsair IV Management GP, Ltd., Nicholas B. Paumgarten, Corsair IV Financial Services Capital Partners, L.P., Corsair IV Management, L.P., Corsair Capital LLC, Corsair Georgia, L.P. ×4 filings Nov. 25, 2015 — Initial filing Capital structure 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 105 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
EWK · iShares, Inc. 7.78% 49,422 SH Aug. 8, 2026 Daily
SMDV · ProShares Trust 1.02% 201,923 NS May 31, 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0.92% 7,085 SH Aug. 8, 2026 Daily
XSLV · Invesco Exchange-Traded Fund Trust … 0.78% 54,846 SH Aug. 8, 2026 Daily
XSVM · Invesco Exchange-Traded Fund Trust 0.76% 142,781 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.66% 98,340 NS April 30, 2026 N-PORT
VIGI · VANGUARD WHITEHALL FUNDS 0.65% 196,947 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.45% 253,967 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.45% 29,037 NS April 30, 2026 N-PORT
IJS · iShares Trust 0.44% 1,025,203 SH Aug. 8, 2026 Daily
EZU · iShares, Inc. 0.40% 151,040 SH Aug. 8, 2026 Daily
IXJ · iShares Trust 0.39% 63,214 SH Aug. 8, 2026 Daily
SVAL · iShares Trust 0.38% 22,352 SH Aug. 8, 2026 Daily
IDHQ · Invesco Exchange-Traded Fund Trust … 0.35% 13,311 SH Aug. 8, 2026 Daily
EFG · iShares Trust 0.29% 187,046 SH Aug. 8, 2026 Daily
DMXF · iShares Trust 0.28% 10,432 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.27% 106,849 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.27% 1,092,759 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.26% 594,426 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.26% 904 NS April 30, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.26% 18,672 SH Aug. 8, 2026 Daily
BFOR · ALPS ETF Trust 0.25% 16,517 NS May 31, 2026 N-PORT
EFAV · iShares Trust 0.24% 50,478 SH Aug. 8, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.23% 288,021 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.23% 418,520 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.23% 7,185,971 SH Aug. 8, 2026 Daily
PABD · iShares Trust 0.22% 2,855 SH Aug. 8, 2026 Daily
IEV · iShares Trust 0.22% 14,137 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.22% 86,471 NS April 30, 2026 N-PORT
XJR · iShares Trust 0.21% 11,278 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 43,679 NS April 30, 2026 N-PORT
IEUR · iShares Trust 0.20% 68,688 SH Aug. 8, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.18% 4,399 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.18% 1,444 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.18% 719,863 NS April 30, 2026 N-PORT
IMFL · Invesco Exchange-Traded Self-Indexe… 0.17% 7,014 SH Aug. 8, 2026 Daily
ESGD · iShares Trust 0.17% 79,647 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.16% 138,350 NS May 31, 2026 N-PORT
IMTM · iShares Trust 0.16% 26,687 SH Aug. 8, 2026 Daily
EFA · iShares Trust 0.14% 436,913 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.14% 11,326 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.13% 109,543 SH Aug. 8, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.13% 5,578 NS April 30, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.13% 704,106 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.13% 2,916,582 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.12% 53,173 NS April 30, 2026 N-PORT
IEFA · iShares Trust 0.12% 909,442 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.12% 22,897 SH Aug. 8, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.11% 1,170,997 SH Aug. 8, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.11% 24,049 SH Aug. 8, 2026 Daily