UNTY Unity Bancorp, Inc. - Common Stock
NASDAQ · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$55.34
· of 52w range
· above low
· to high
$44.3452w low
$62.5052w high
Market Cap (MRQ)
$556M
P/E
9.8
EPS
$5.67
your badges
52W Range
$44–$62
Analyst Rating
BUY
Price Target
$69
P/E
9.8
ROE
18.1%
Net Profit Margin
44.0%
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UNTY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$55.34
Market Cap (MRQ)
$556M
P/E
9.8
EPS
$5.67
Div Yield
1.0%
ROE
18.1%
52W Range
$44–$63
UNTY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Sept. 13, 2016 | 11-for-10 | Forward |
| June 11, 2008 | 21-for-20 | Forward |
| June 13, 2007 | 21-for-20 | Forward |
| June 14, 2006 | 21-for-20 | Forward |
| June 13, 2005 | 21-for-20 | Forward |
| June 14, 2004 | 21-for-20 | Forward |
| Feb. 24, 2003 | 21-for-20 | Forward |
| Dec. 17, 1998 | 21-for-20 | Forward |
| June 2, 1998 | 3-for-2 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
EPS$5.672016-12-31 → 2025-12-31
Free Cash Flow$44M2016-12-31 → 2025-12-31
Net margin44.0%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | UNTY | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 9.85Y avg ≈8.6 | ≈8.6 | 11.2 | Undervalued | |
| P/S | 4.25Y avg ≈3.4 | ≈3.4 | 3.9 | Fair value | |
| P/B (MRQ) | 1.55Y avg ≈1.3 | ≈1.3 | 1.4 | Overvalued | |
| Price / FCF (TTM) | 19.95Y avg ≈9.3 | ≈9.3 | · | · | |
| Price / Cash Flow (TTM) | 19.55Y avg ≈9.1 | ≈9.1 | 11.5 | Fair value | |
| Price / Tangible Book | 1.65Y avg ≈1.3 | ≈1.3 | · | · | |
| PEG Ratio | ≈0.5 | · | · | · |
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 | UNTY | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin | 57.3%5Y avg ≈53.2% | ≈53.2% | 50.0% | In line | |
| Net Profit Margin | 44.0%5Y avg ≈40.2% | ≈40.2% | 40.3% | In line | |
| ROA | 2.1%5Y avg ≈1.8% | ≈1.8% | 1.2% | Top tier | |
| ROE | 18.1%5Y avg ≈16.5% | ≈16.5% | 11.5% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | UNTY | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 23.1%5Y avg ≈11.5% | ≈11.5% | · | · | |
| Revenue CAGR 3Y | 10.3%5Y avg ≈8.9% | ≈8.9% | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | |
| EPS YoY | 39.7%5Y avg ≈22.7% | ≈22.7% | · | · | |
| Net Income YoY | 39.8%5Y avg ≈21.3% | ≈21.3% | · | · | |
| EPS CAGR 3Y | 16.5%5Y avg ≈14.3% | ≈14.3% | · | · | |
| EPS CAGR 5Y | 21.0% | · | · | · | |
| Net Income CAGR 3Y | 14.6%5Y avg ≈12.7% | ≈12.7% | · | · | |
| Net Income CAGR 5Y | 19.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | UNTY | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Top tier |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield1.0%
Payout Ratio9.7%
Annualized Payout≈$0.68
5Y Div CAGR≈12.6%
Growth Streak≈11
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 3, 2026 | $0.17 | USD | ≈1.1% |
| Jun 4, 2026 | $0.16 | USD | ≈1.2% |
| Mar 6, 2026 | $0.16 | USD | ≈1.2% |
| Dec 5, 2025 | $0.15 | USD | ≈1.1% |
| Sep 5, 2025 | $0.15 | USD | ≈1.1% |
| Jun 6, 2025 | $0.14 | USD | ≈1.3% |
| Mar 14, 2025 | $0.14 | USD | ≈1.2% |
| Dec 13, 2024 | $0.13 | USD | ≈1.1% |
| Sep 6, 2024 | $0.13 | USD | ≈1.6% |
| Jun 7, 2024 | $0.13 | USD | ≈1.9% |
| Mar 14, 2024 | $0.13 | USD | ≈1.8% |
| Dec 14, 2023 | $0.12 | USD | ≈1.7% |
| Sep 7, 2023 | $0.12 | USD | ≈2.0% |
| Jun 8, 2023 | $0.12 | USD | ≈1.9% |
| Mar 9, 2023 | $0.12 | USD | ≈1.8% |
| Dec 15, 2022 | $0.11 | USD | ≈1.6% |
| Sep 8, 2022 | $0.11 | USD | ≈1.5% |
| Jun 9, 2022 | $0.11 | USD | ≈1.4% |
| Mar 10, 2022 | $0.10 | USD | ≈1.4% |
| Dec 16, 2021 | $0.10 | USD | ≈1.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.36%
Next Report
Oct 12, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 13, 2026 | $1.42 | $1.47 | -3.3% |
| March 31, 2026 | $1.40 | $1.39 | 0.55% | |
| Dec. 31, 2025 | $1.43 | $1.38 | 3.3% | |
| Sept. 30, 2025 | $1.36 | $1.32 | 3.3% | |
| June 30, 2025 | $1.20 | $1.20 | -0.13% | |
| March 31, 2025 | $1.13 | $1.15 | -1.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $48M | $11M | $8M | $14M | $18M | $14M | $9M | $9M | $8M | $7M | |
| Interest Income | $174M | $156M | $143M | $101M | $85M | $79M | $76M | $67M | $55M | $47M | $42M | $37M | |
| Pretax Income | $76M | $54M | $53M | $51M | $48M | $31M | $30M | $27M | $22M | $20M | $14M | $10M | |
| Income Tax | $18M | $13M | $13M | $13M | $12M | $7M | $7M | $5M | $10M | $7M | $5M | $3M | |
| Net Income | $58M | $41M | $40M | $38M | $36M | $24M | $24M | $22M | $13M | $13M | $10M | $6M | |
| EPS (Basic) | $5.78 | $4.13 | $3.89 | $3.66 | $3.47 | $2.21 | $2.18 | $2.04 | $1.22 | $1.40 | $1.03 | $0.82 | |
| EPS (Diluted) | $5.67 | $4.06 | $3.84 | $3.59 | $3.43 | $2.19 | $2.14 | $2.01 | $1.20 | $1.38 | $1.02 | $0.81 | |
| Shares (Basic) | 10,033,000 | 10,031,000 | 10,207,000 | 10,508,000 | 10,403,000 | 10,709,000 | 10,845,000 | 10,726,000 | 10,558,000 | 9,416,000 | 9,267,000 | 7,856,000 | |
| Shares (Diluted) | 10,223,000 | 10,202,000 | 10,338,000 | 10,705,000 | 10,546,000 | 10,814,000 | 11,029,000 | 10,916,000 | 10,749,000 | 9,572,000 | 9,382,000 | 7,945,000 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $18M | $19M | $20M | $20M | $20M | $20M | $21M | $23M | $23M | $23M | $15M | $15M | |
| PP&E (Gross) | $29M | $28M | $41M | $40M | $39M | $38M | $37M | $38M | $37M | $36M | $27M | $26M | |
| Accum. Depreciation | $11M | $10M | $22M | $20M | $19M | $17M | $16M | $15M | $14M | $12M | $11M | $11M | |
| Goodwill | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Total Assets | $2.97B | $2.65B | $2.58B | $2.44B | $2.03B | $1.96B | $1.72B | $1.58B | $1.46B | $1.19B | $1.08B | $1.01B | |
| Total Liabilities | $2.62B | $2.36B | $2.32B | $2.21B | $1.83B | $1.79B | $1.56B | $1.44B | $1.34B | $1.08B | $1.01B | $939M | |
| Long-term Debt | · | $231M | $367M | $393M | $50M | $210M | $293M | $220M | $285M | $131M | $107M | $140M | |
| Retained Earnings | $244M | $227M | $191M | $157M | $123M | $91M | $70M | $50M | $31M | $21M | $20M | $11M | |
| Treasury Stock | $3M | $34M | $27M | $12M | $12M | $7M | $0 | · | · | · | · | · | |
| AOCI | $-1M | $-2M | $-3M | $-3M | $322.0K | $-1M | $154.0K | $-157.0K | $206.0K | $160.0K | $-467.0K | $143.0K | |
| Stockholders' Equity | $346M | $296M | $261M | $239M | $206M | $174M | $161M | $138M | $118M | $106M | $78M | $70M | |
| Liabilities + Equity | $2.97B | $2.65B | $2.58B | $2.44B | $2.03B | $1.96B | $1.72B | $1.58B | $1.46B | $1.19B | $1.08B | $1.01B | |
| Shares Outstanding | 9,982,000 | 10,026,000 | 10,063,000 | 10,584,000 | 10,391,000 | 10,456,000 | 10,881,000 | 10,780,000 | 10,615,000 | 10,477,000 | 9,279,000 | 9,227,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $746.0K | $545.0K | $450.0K | $398.0K | |
| Deferred Tax | $-840.0K | $-2M | $-87.0K | $-1M | $-1M | $-3M | $-299.0K | $-1M | $2M | $110.0K | $367.0K | $498.0K | |
| Operating Cash Flow | $45M | $48M | $47M | $43M | $33M | $22M | $33M | $39M | $14M | $9M | $3M | $12M | |
| CapEx | $564.0K | $693.0K | $955.0K | $1M | $1M | $559.0K | $709.0K | $2M | $2M | $10M | $951.0K | $597.0K | |
| Investing Cash Flow | $-257M | $-93M | $-58M | $-541M | $-41M | $-175M | $-133M | $-141M | $-220M | $-82M | · | · | |
| Debt Issued | · | · | $39M | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | $39M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | $15M | $15M | · | $6M | |
| Stock Repurchased | $5M | $6M | $16M | $42.0K | $4M | $7M | · | · | · | · | · | · | |
| Net Stock Activity | $-5M | $-6M | $-16M | $-42.0K | $-4M | $-7M | · | · | $15M | $15M | · | $6M | |
| Dividends Paid | $6M | $5M | $5M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | $1M | $757.0K | |
| Financing Cash Flow | $248M | $30M | $91M | $369M | $33M | $214M | $112M | $97M | $250M | $91M | · | · | |
| Net Change in Cash | $36M | $-14M | $80M | $-130M | $26M | $61M | $13M | $-5M | $44M | $18M | $-42M | $30M | |
| Taxes Paid | $14M | $14M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $44M | $47M | $46M | $41M | $22M | $33M | $32M | $37M | $13M | $-807.0K | $2M | $11M | |
| Levered FCF | · | · | $10M | $33M | $16M | $22M | $18M | $26M | $8M | $-6M | $-3M | $6M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 44.0% | 38.7% | 38.5% | 39.2% | 40.5% | 30.6% | 35.3% | 34.9% | 23.8% | 26.8% | 22.9% | 17.4% | |
| Pretax Margin | 57.3% | 50.8% | 51.4% | 52.4% | 54.0% | 40.2% | 45.2% | 43.5% | 41.4% | 41.5% | 34.4% | 26.0% | |
| ROA | 2.1% | 1.6% | 1.6% | 1.7% | 1.8% | 1.3% | 1.4% | 1.4% | 0.98% | 1.2% | 0.91% | 0.66% | |
| ROE | 18.1% | 14.6% | 15.5% | 16.4% | 18.0% | 13.8% | 15.0% | 16.1% | 11.0% | 13.6% | 12.4% | 9.2% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $34.63 | $29.48 | $25.98 | $22.60 | $19.80 | $16.63 | $14.77 | $12.85 | $11.13 | $10.15 | $9.30 | $8.36 | |
| Revenue / Share | $12.89 | $10.50 | $9.98 | $9.17 | $8.45 | $7.16 | $6.09 | $5.75 | $5.04 | $5.15 | $4.89 | $4.63 | |
| Cash Flow / Share | $4.39 | $4.70 | $4.54 | $3.99 | $2.22 | $3.12 | $3.01 | $3.54 | $1.34 | $0.92 | $0.35 | $1.47 | |
| Dividend Paid / Share | $0.58 | $0.52 | $0.48 | $0.43 | $0.36 | $0.32 | $0.31 | $0.27 | $0.23 | $0.18 | $0.13 | $0.10 | |
| EPS (TTM) | $5.67 | $4.06 | $3.84 | $3.59 | $3.43 | $2.19 | $2.14 | $2.01 | $1.20 | $1.38 | $1.02 | $0.81 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 23.1% | 3.8% | 5.1% | 10.2% | 15.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.3% | 6.3% | 10.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 39.7% | 5.7% | 7.0% | 4.7% | 56.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 16.5% | 5.8% | 20.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 21.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 39.8% | 4.4% | 3.2% | 6.5% | 52.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 14.6% | 4.7% | 18.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $132M | $107M | $103M | $98M | $89M | $77M | $67M | $63M | $54M | $49M | $42M | $37M | |
| Net Income TTM | $58M | $41M | $40M | $38M | $36M | $24M | $24M | $22M | $13M | $13M | $10M | $6M | |
| Market Cap | $516M | $437M | $298M | $289M | $273M | $184M | $246M | $224M | $210M | $164M | $96M | $72M | |
| P/E | 9.1 | 10.7 | 7.7 | 7.6 | 7.7 | 8.0 | 10.5 | 10.3 | 16.5 | 11.4 | 11.1 | 10.6 | |
| P/S | 3.9 | 4.1 | 2.9 | 2.9 | 3.1 | 2.4 | 3.7 | 3.6 | 3.9 | 3.3 | 2.3 | 2.0 | |
| P/B | 1.5 | 1.5 | 1.1 | 1.2 | 1.3 | 1.1 | 1.5 | 1.6 | 1.8 | 1.5 | 1.2 | 1.0 | |
| P / Tangible Book | 1.5 | 1.5 | 1.1 | 1.2 | 1.3 | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | 11.5 | 9.1 | 6.3 | 6.8 | 11.6 | 5.4 | 7.4 | 5.8 | 14.5 | 18.7 | 32.1 | 6.1 | |
| P / FCF | 11.6 | 9.2 | 6.5 | 7.0 | 12.3 | 5.5 | 7.6 | 6.0 | 16.2 | -203.8 | 47.1 | 6.5 | |
| Dividend Yield | 1.1% | 1.1% | 1.6% | 1.5% | 1.3% | 1.8% | 1.3% | 1.2% | 1.1% | 0.93% | 1.2% | 1.1% | |
| Earnings Yield | 11.0% | 9.3% | 13.0% | 13.1% | 13.1% | 12.5% | 9.5% | 9.7% | 6.1% | 8.8% | 9.0% | 9.4% | |
| Payout Ratio | 9.7% | 12.1% | 11.9% | 11.4% | 10.0% | 14.0% | 13.7% | 12.8% | 18.4% | 11.6% | 11.6% | 11.8% | |
| Annual Payout | $6M | $5M | $5M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | $1M | $757.0K |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $14M | $14M | $13M | $12M | $9M | $6M | $2M | |
| Interest Income | $47M | $45M | $46M | $44M | $43M | $41M | $40M | $40M | $38M | $38M | $38M | $37M | $35M | $33M | $30M | $26M | |
| Pretax Income | $19M | $18M | $20M | $19M | $22M | $15M | $14M | $15M | $13M | $13M | $13M | $13M | $13M | $14M | $14M | $13M | |
| Income Tax | $4M | $4M | $4M | $4M | $5M | $4M | $3M | $4M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $3M | |
| Net Income | $14M | $14M | $15M | $14M | $16M | $12M | $12M | $11M | $9M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | |
| EPS (Basic) | $1.44 | $1.43 | $1.55 | $1.43 | $1.64 | $1.15 | $1.15 | $1.09 | $0.94 | $0.95 | $0.97 | $0.98 | $0.96 | $0.98 | $0.94 | $0.94 | |
| EPS (Diluted) | $1.42 | $1.40 | $1.52 | $1.41 | $1.61 | $1.13 | $1.13 | $1.07 | $0.92 | $0.94 | $0.96 | $0.97 | $0.95 | $0.96 | $0.93 | $0.93 | |
| Shares (Basic) | 10,041,000 | 10,012,000 | · | 10,036,000 | 10,033,000 | 10,054,000 | · | 9,978,000 | 10,016,000 | 10,127,000 | · | 10,128,000 | 10,103,000 | 10,538,000 | · | 10,522,000 | |
| Shares (Diluted) | 10,221,000 | 10,199,000 | · | 10,233,000 | 10,212,000 | 10,247,000 | · | 10,148,000 | 10,149,000 | 10,276,000 | · | 10,258,000 | 10,203,000 | 10,686,000 | · | 10,714,000 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $18M | $18M | $18M | $18M | $19M | $19M | $19M | $19M | $19M | $19M | $20M | $20M | $20M | $20M | $20M | $19M | |
| PP&E (Gross) | · | · | $29M | · | · | · | $28M | · | · | · | $41M | · | · | · | $40M | · | |
| Accum. Depreciation | · | · | $11M | · | · | · | $10M | · | · | · | $22M | · | · | · | $20M | · | |
| Goodwill | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | $2M | · | · | · | · | · | |
| Total Assets | $3.19B | $3.03B | $2.97B | $2.88B | $2.93B | $2.77B | $2.65B | $2.64B | $2.60B | $2.57B | $2.58B | $2.56B | $2.55B | $2.48B | $2.44B | $2.34B | |
| Total Liabilities | $2.82B | $2.67B | $2.62B | $2.54B | $2.61B | $2.46B | $2.36B | $2.35B | $2.32B | $2.30B | $2.32B | $2.31B | $2.31B | $2.24B | $2.21B | $2.11B | |
| Retained Earnings | $269M | $257M | $244M | $265M | $253M | $238M | $227M | $217M | $208M | $199M | $191M | $183M | $174M | $165M | $157M | $148M | |
| Treasury Stock | $3M | $3M | $3M | $36M | $36M | $34M | $34M | $34M | $33M | $31M | $27M | $26M | $25M | $20M | $12M | $12M | |
| AOCI | $-949.0K | $-1M | $-1M | $-1M | $-2M | $-2M | $-2M | $-2M | $-3M | $-3M | $-3M | $-4M | $-4M | $-3M | $-3M | $-3M | |
| Stockholders' Equity | $372M | $358M | $346M | $334M | $320M | $306M | $296M | $284M | $273M | $267M | $261M | $252M | $244M | $240M | $239M | $230M | |
| Liabilities + Equity | $3.19B | $3.03B | $2.97B | $2.88B | $2.93B | $2.77B | $2.65B | $2.64B | $2.60B | $2.57B | $2.58B | $2.56B | $2.55B | $2.48B | $2.44B | $2.34B | |
| Shares Outstanding | 10,043,000 | 10,041,000 | 9,982,000 | 10,041,000 | 10,032,000 | 10,076,000 | 10,026,000 | 9,980,000 | 9,975,000 | 10,044,000 | 10,063,000 | 10,115,000 | 10,119,000 | 10,292,000 | 10,584,000 | 10,533,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $580.0K | $556.0K | $527.0K | $536.0K | $536.0K | $493.0K | $442.0K | $455.0K | $450.0K | $476.0K | $482.0K | $429.0K | $423.0K | $417.0K | $442.0K | $406.0K | |
| Deferred Tax | $-1M | $-240.0K | $325.0K | $-446.0K | $-121.0K | $-598.0K | $369.0K | $-1M | $-531.0K | $-87.0K | $435.0K | $-221.0K | $-392.0K | $91.0K | $859.0K | $-946.0K | |
| Operating Cash Flow | $-39M | $15M | $7M | $46M | $-25M | $18M | $23M | $18M | $-8M | $16M | $25M | $13M | $-5M | $14M | $33M | $-2M | |
| CapEx | $94.0K | $425.0K | $-116.0K | $214.0K | $187.0K | $279.0K | $339.0K | $139.0K | $137.0K | $78.0K | $161.0K | $214.0K | $385.0K | $195.0K | $1M | $143.0K | |
| Investing Cash Flow | $-90M | $-48M | $-70M | $-69M | $-35M | $-83M | $-44M | $-47M | $961.0K | $-3M | $4M | $-2M | $-39M | $-20M | $-175M | $-156M | |
| Debt Issued | · | · | · | · | · | · | · | $-10M | $10M | $4M | · | $15M | $0 | $5M | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $4M | · | · | · | · | · | · | |
| Stock Repurchased | $0 | $324.0K | $3M | $0 | · | · | $11.0K | $281.0K | $2M | $4M | $1M | $919.0K | $5M | $8M | $42.0K | $0 | |
| Net Stock Activity | · | $-324.0K | · | · | · | · | · | · | · | $-4M | · | · | · | $-8M | · | · | |
| Dividends Paid | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Financing Cash Flow | $150M | $45M | $76M | $-67M | $143M | $96M | $7M | $26M | $22M | $-25M | $5M | $-740.0K | $69M | $18M | $93M | $213M | |
| Net Change in Cash | $21M | $13M | $13M | $-90M | $82M | $31M | $-14M | $-3M | $14M | $-12M | $33M | $10M | $24M | $12M | $-49M | $54M | |
| Taxes Paid | $5M | $88.0K | · | · | $8M | $96.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $14M | · | · | · | $18M | · | · | · | $16M | · | · | · | $14M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $5M | · | · | · | $7M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 42.9% | 42.5% | · | 43.8% | 48.0% | 39.5% | · | 39.4% | 37.1% | 37.5% | · | 38.9% | 37.8% | 40.6% | · | 40.0% | |
| Pretax Margin | 55.3% | 55.0% | · | 57.5% | 62.6% | 52.5% | · | 52.7% | 49.3% | 50.0% | · | 51.0% | 51.1% | 54.4% | · | 53.4% | |
| ROA | 0.47% | 0.49% | · | 0.52% | 0.60% | 0.43% | · | 0.42% | 0.37% | 0.38% | · | 0.41% | 0.42% | 0.45% | · | 0.46% | |
| ROE | 4.2% | 4.3% | · | 4.7% | 5.6% | 4.0% | · | 4.1% | 3.6% | 3.8% | · | 4.1% | 4.2% | 4.5% | · | 4.7% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.02 | $35.66 | · | $33.27 | $31.88 | $30.38 | · | $28.48 | $27.41 | $26.56 | · | $24.95 | $24.12 | $23.36 | · | $21.86 | |
| Revenue / Share | $3.30 | $3.29 | · | $3.21 | $3.37 | $2.86 | · | $2.73 | $2.51 | $2.49 | · | $2.49 | $2.51 | $2.37 | · | $2.32 | |
| Cash Flow / Share | · | $1.46 | · | · | · | $1.74 | · | · | · | $1.53 | · | · | · | $1.29 | · | · | |
| Dividend Paid / Share | $0.16 | $0.16 | $0.15 | $0.15 | $0.14 | $0.14 | $0.13 | $0.13 | $0.13 | $0.13 | $0.12 | $0.12 | $0.12 | $0.12 | $0.11 | $0.11 | |
| EPS (TTM) | $5.75 | $5.94 | · | $5.28 | $4.94 | $4.25 | · | $3.89 | $3.79 | $3.82 | · | $3.81 | $3.77 | $3.70 | · | $3.59 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $135M | $136M | · | $125M | $120M | $111M | · | $105M | $103M | $103M | · | $103M | $102M | $101M | · | $95M | |
| Net Income TTM | $59M | $61M | · | $54M | $50M | $43M | · | $40M | $39M | $39M | · | $40M | $40M | $40M | · | $38M | |
| Market Cap | $589M | $520M | · | $491M | $472M | $410M | · | $340M | $295M | $277M | · | $237M | $239M | $235M | · | $264M | |
| P/E | 10.2 | 8.7 | · | 9.3 | 9.5 | 9.6 | · | 8.8 | 7.8 | 7.2 | · | 6.1 | 6.3 | 6.2 | · | 7.0 | |
| P/S | 4.4 | 3.8 | · | 3.9 | 3.9 | 3.7 | · | 3.2 | 2.9 | 2.7 | · | 2.3 | 2.3 | 2.3 | · | 2.8 | |
| P/B | 1.6 | 1.5 | · | 1.5 | 1.5 | 1.3 | · | 1.2 | 1.1 | 1.0 | · | 0.9 | 1.0 | 1.0 | · | 1.1 | |
| P / Tangible Book | 1.6 | 1.5 | · | 1.5 | 1.5 | 1.3 | · | 1.2 | 1.1 | 1.0 | · | 0.9 | 1.0 | 1.0 | · | 1.1 | |
| P / Cash Flow | · | 34.9 | · | · | · | 23.0 | · | · | · | 17.6 | · | · | · | 17.1 | · | · | |
| Dividend Yield | 1.0% | 1.1% | · | 1.1% | 1.1% | 1.2% | · | 1.5% | 1.6% | 1.7% | · | 2.0% | 1.9% | 1.9% | · | 1.6% | |
| Earnings Yield | 9.8% | 11.5% | · | 10.8% | 10.5% | 10.4% | · | 11.4% | 12.8% | 13.8% | · | 16.3% | 16.0% | 16.2% | · | 14.3% | |
| Payout Ratio | · | 10.8% | · | · | · | 11.7% | · | · | · | 13.2% | · | · | · | 11.8% | · | · | |
| Annual Payout | $6M | $6M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $4M |
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 | $58M | $41M | $40M | $38M | $36M |
| Diluted EPS | $5.67 | $4.06 | $3.84 | $3.59 | $3.43 |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $44M | $47M | $46M | $41M | $22M |
Institutional owners (13F) 149 filers · $321.4M 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.
Holders
149
Value held
$321.4M
New positions
21
Exited positions
9
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 21 (+6 vs prior Q) | 9 (-4 vs prior Q) | 65 (+9 vs prior Q) | 39 (0 vs prior Q) | +266K |
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. | $32,298,642 | 550,326 | 10.05% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $26,532,146 | 452,070 | 8.25% | Shares |
| VANGUARD GROUP INC | $22,112,731 | 427,547 | 6.88% | Shares |
| BANC FUNDS CO LLC | $21,742,826 | 370,469 | 6.76% | Shares |
| ALLIANCEBERNSTEIN L.P. | $18,747,948 | 361,720 | 5.83% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $17,778,668 | 302,925 | 5.53% | Shares |
| AMERICAN CENTURY COMPANIES INC | $15,597,689 | 265,764 | 4.85% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $10,731,275 | 182,802 | 3.34% | Shares |
| STATE STREET CORP | $9,637,074 | 164,203 | 3.00% | Shares |
| Pacific Ridge Capital Partners, LLC | $9,250,600 | 157,618 | 2.88% | Shares |
| MORGAN STANLEY | $8,422,133 | 143,502 | 2.62% | Shares |
| MALTESE CAPITAL MANAGEMENT LLC | $8,353,465 | 142,332 | 2.60% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $7,632,224 | 130,043 | 2.37% | Shares |
| ROYCE & ASSOCIATES LP | $7,439,192 | 126,754 | 2.31% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6,544,287 | 111,506 | 2.04% | Shares |
| JPMORGAN CHASE & CO | $5,611,896 | 95,603 | 1.75% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $4,831,361 | 82,320 | 1.50% | Shares |
| NORTHERN TRUST CORP | $4,606,930 | 78,496 | 1.43% | Shares |
| TWO SIGMA INVESTMENTS, LP | $4,100,436 | 69,866 | 1.28% | Shares |
| GOLDMAN SACHS GROUP INC | $3,667,127 | 62,483 | 1.14% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $2,919,807 | 49,750 | 0.91% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,766,177 | 47,132 | 0.86% | Shares |
| CITADEL ADVISORS LLC | $2,516,569 | 42,879 | 0.78% | Shares |
| Rosenthal | Henry Capital Advisors, Inc. | $2,476,718 | 42,000 | 0.77% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $2,409,870 | 41,061 | 0.75% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $2,283,041 | 38,900 | 0.71% | Shares |
| MILLENNIUM MANAGEMENT LLC | $2,265,493 | 38,601 | 0.70% | Shares |
| WESBANCO BANK INC | $2,165,661 | 36,900 | 0.67% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2,113,075 | 36,004 | 0.66% | Shares |
| Bank of New York Mellon Corp | $1,975,514 | 33,660 | 0.61% | Shares |
| Gator Capital Management, LLC | $1,841,105 | 31,370 | 0.57% | Shares |
| MARSHALL WACE, LLP | $1,840,167 | 31,354 | 0.57% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,791,864 | 30,531 | 0.56% | Shares |
| Fisher Asset Management, LLC | $1,722,610 | 29,351 | 0.54% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,587,565 | 27,050 | 0.49% | Shares |
| Empowered Funds, LLC | $1,517,019 | 25,848 | 0.47% | Shares |
| SALZHAUER MICHAEL | $1,506,808 | 25,674 | 0.47% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1,478,812 | 25,197 | 0.46% | Shares |
| Nuveen, LLC | $1,352,922 | 23,052 | 0.42% | Shares |
| AMERIPRISE FINANCIAL INC | $1,315,302 | 22,411 | 0.41% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $1,313,130 | 22,374 | 0.41% | Shares |
| Squarepoint Ops LLC | $1,305,324 | 22,241 | 0.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,240,061 | 21,129 | 0.39% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,170,924 | 19,951 | 0.36% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,166,346 | 19,873 | 0.36% | Shares |
| Integrated Quantitative Investments LLC | $1,130,076 | 19,255 | 0.35% | Shares |
| D. E. Shaw & Co., Inc. | $971,613 | 16,555 | 0.30% | Shares |
| Quantinno Capital Management LP | $963,396 | 16,415 | 0.30% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $911,403 | 15,529 | 0.28% | Shares |
| Voleon Capital Management LP | $872,779 | 14,871 | 0.27% | 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 |
|---|---|---|---|---|---|
| Robert Cassera, Tri-State Employment Services, Inc. | June 12, 2008 | · | 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.
Company insiders 36 insiders · 14 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| James R Davies | Chief Financial Officer/FSVP | Aug. 16, 2026 F | 3,963 | 0 | 0 | $0 |
| Alan J Bedner | Chief Financial Officer | April 1, 2020 J | 0 | 0 | 0 | $0 |
| George Boyan | President | Sept. 3, 2026 S | 25,015 | 0 | 2 | $-434,725 |
| John J Kauchak | EVP/COO | May 5, 2023 A | 17,750 | 0 | 0 | $0 |
| Daniel C Sharabba | Chief Retail Officer/SVP | June 12, 2026 F | 4,651 | 0 | 0 | $0 |
| James Joseph Donovan | Chief Lending Officer/FSVP | May 18, 2026 F | 4,950 | 0 | 3 | $-65,441 |
| David G Bove | Chief Information Officer/SVP | Jan. 27, 2026 A | 4,625 | 0 | 0 | $0 |
| Minsu Kim | Chief Credit Officer/SVP | Jan. 27, 2026 A | 4,751 | 0 | 1 | $-42,098 |
| Vincent Geraci | Director Mortgage Lending/FSVP | Jan. 27, 2026 A | 8,250 | 0 | 1 | $-87,113 |
| Janice Bolomey | CAO/EVP | March 25, 2023 F | 9,250 | 0 | 0 | $0 |
| Stephen Rooney | Chief Credit Officer/1st SVP | July 22, 2022 D | 0 | 0 | 0 | $0 |
| Laureen Cook | Chief Accounting Officer | March 28, 2022 D | 0 | 0 | 0 | $0 |
| Adam Kuras | Chief Lending Officer | Jan. 26, 2022 D | 0 | 0 | 0 | $0 |
| Hensley Dave | Acting Chief Lending Officer | Dec. 10, 2009 P | 3,000 | 0 | 0 | $0 |
| Mary E. Gross | Director | April 17, 2026 S | 18,479 | 0 | 2 | $-296,071 |
| Robert H Dallas II | Director | March 12, 2026 M | 32,073 | 0 | 2 | $-735,434 |
| Aaron Tucker | Director | Jan. 27, 2026 A | 4,000 | 0 | 0 | $0 |
| Raj Patel | Director | Jan. 27, 2026 A | 4,000 | 0 | 0 | $0 |
| David D Dallas | Director | Jan. 27, 2026 A | 4,976 | 0 | 0 | $0 |
| Donald E. Souders Jr. | Director | April 24, 2025 M | 8,477 | 0 | 0 | $0 |
| Allen Tucker | Director | Jan. 3, 2022 A | 3,608 | 0 | 0 | $0 |
| Charles S Loring | Director | Dec. 4, 2012 A | 171,891 | 0 | 0 | $0 |
| Mark S Brody | · | May 27, 2026 M | 113,854 | 0 | 1 | $-88,384 |
| James A Hughes | · | March 16, 2026 F | 39,824 | 0 | 1 | $-81,750 |
| Peter E Maricondo | · | Jan. 27, 2026 A | 4,000 | 0 | 0 | $0 |
| Wayne Courtright | · | Jan. 27, 2026 A | 4,000 | 0 | 0 | $0 |
| Austin H. Kutscher Jr. | · | Jan. 3, 2017 A | 5,939 | 0 | 0 | $0 |
| Raymond C Kenwell | · | Nov. 17, 2011 A | 4,000 | 0 | 0 | $0 |
| Michael F Downes | · | Oct. 20, 2008 S | 14,895 | 0 | 0 | $0 |
| Frank Ali | · | Dec. 20, 2007 A | 26,781 | 0 | 0 | $0 |
| Kelly A Stashko | · | Feb. 26, 2007 X | 6,451 | 0 | 0 | $0 |
| Michael T Bono | · | Dec. 20, 2005 A | 14,286 | 0 | 0 | $0 |
| Peter Detommaso | · | Nov. 28, 2004 A | · | 0 | 0 | $0 |
| Samuel Stothoff | · | Nov. 26, 2004 G | 194,525 | 0 | 0 | $0 |
| Peter Detommaso | · | Dec. 18, 2003 A | · | 0 | 0 | $0 |
| Donna Butler | · | Dec. 18, 2003 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 29 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 | 0.11% | 25,645 SH | Sept. 11, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.08% | 166 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.04% | 5,396 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.03% | 63,978 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.02% | 1,845 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 931 SH | Oct. 1, 2026 | Daily |
| IWO · iShares Trust | 0.02% | 37,336 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.02% | 198,914 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 7,042 SH | Oct. 1, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 3,557 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 33,135 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 42,847 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 3,115 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 4,149 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 12,002 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.01% | 11,390 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 295 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 23,648 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.00% | 286 SH | Sept. 30, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.00% | 938 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 3,592 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 2,530 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 3,584 SH | Sept. 3, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 1,383 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 76,691 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 219,502 SH | Aug. 19, 2026 | Daily |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.00% | 37,412 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 737 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 37,913 SH | Sept. 11, 2026 | Daily |
UNTY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$68.00
+22.9%
2 18.2%
Strong Buy
8 72.7%
Buy
1 9.1%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
5 analysts · 2026-10-01Mean target $68.55 +23.9%
← Below all targets
Current price $55.34
Low$66.75
Mean$68.55
High$72.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
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 |
|---|---|---|---|---|---|---|
| UNTY | $516M | 9.1 | 23.1% | 44.0% | 18.1% | · |
| FBIZ | $452M | 9.1 | 9.9% | 29.8% | 14.1% | · |
| GCBC | $572M | 13.9 | 22.9% | 44.3% | 15.3% | · |
| BWB | $487M | 11.8 | 30.8% | 32.1% | 9.3% | · |
| SFST | $423M | 13.8 | 13.0% | 483.4% | 8.5% | · |
| CIVB | · | 8.4 | -0.52% | 242.9% | 9.8% | · |
| NRIM | $588M | 9.3 | 30.4% | 25.3% | 20.9% | 81.7% |
| HBCP | $453M | 9.8 | 10.2% | 31.0% | 10.9% | · |
| BWFG | $362M | 10.3 | 44.0% | 1245.5% | 12.0% | · |
| NPB | $579M | 8.0 | 29.2% | 34.5% | 14.2% | · |
| BSVN | $388M | 9.1 | -1.1% | 44.7% | 18.6% | · |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 6, 2026