WASH Washington Trust Bancorp, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$40.25
Price · Aug 18, 2026
Fundamentals as of Aug 6, 2026
52W Range
$25–$40
98% of range
Analyst Rating
HOLD
9 analysts
Price Target
$38
P/E (TTM)
14.9
ROE
9.8%
Net Profit Margin
22.8%

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

Price
$40.25
Market Cap
$766M
P/E (TTM)
14.9
EPS (TTM)
$2.71
Revenue (TTM)
$229M
Div Yield
5.7%
ROE
9.8%
Debt/Equity
—
52W Range
$25 – $41

WASH 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 $229M
3-point trend, +18.5%
2023-12-31 → 2025-12-31
EPS $2.71
3-point trend, -3.9%
2023-12-31 → 2025-12-31
Free Cash Flow $78M
3-point trend, +194.9%
2023-12-31 → 2025-12-31
Margins 22.8%

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

Metric
5Y trend
WASH
Peer Median
P/E (TTM)
3-point trend, -5.0%
14.9
12.0
P/S (TTM)
3-point trend, -13.9%
3.3
2.4
P/B
3-point trend, -11.3%
1.4
1.0
Price / FCF
3-point trend, -65.4%
9.8
—

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

Metric
5Y trend
WASH
Peer Median
Net Profit Margin
3-point trend, -8.5%
22.8%
25.8%
ROA
3-point trend, +14.9%
0.77%
1.1%
ROE
3-point trend, -8.4%
9.8%
11.0%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
WASH
Peer Median

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

Metric
5Y trend
WASH
Peer Median
Revenue YoY
3-point trend, +18.5%
127.6%
—
Revenue CAGR 3Y
3-point trend, +18.5%
1.6%
—
Revenue CAGR 5Y
3-point trend, +18.5%
0.19%
—
EPS YoY
3-point trend, -3.9%
-31.4%
—
Net Income YoY
3-point trend, +8.4%
-32.8%
—

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

Metric
5Y trend
WASH
Peer Median
EPS (Diluted)
3-point trend, -3.9%
$2.71
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
WASH
Peer Median
Payout Ratio
3-point trend, +3.4%
82.9%
—

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

Dividend Yield
5.7%
Payout Ratio
82.9%
5Y Div CAGR
—
Ex-dateAmount
July 1, 2026$0.5600
April 1, 2026$0.5600
Jan. 2, 2026$0.5600
Oct. 1, 2025$0.5600
July 1, 2025$0.5600
April 1, 2025$0.5600
Jan. 2, 2025$0.5600
Oct. 1, 2024$0.5600
July 1, 2024$0.5600
March 28, 2024$0.5600
Dec. 29, 2023$0.5600
Sept. 29, 2023$0.5600
June 30, 2023$0.5600
March 31, 2023$0.5600
Dec. 30, 2022$0.5600
Sept. 30, 2022$0.5400
June 30, 2022$0.5400
March 31, 2022$0.5400
Dec. 31, 2021$0.5400
Sept. 30, 2021$0.5200

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

SELL 9 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 6 66.7%
  • Sell 1 11.1%
  • Strong Sell 2 22.2%

12-Month Price Target

3 analysts · 2026-08-13
Median target $37.00 -8.1%
Mean target $38.00 -5.6%

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

Avg Surprise
0.01%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.83 $0.79 0.04%
March 31, 2026 $0.66 $0.78 -0.12%
Dec. 31, 2025 $0.83 $0.76 0.07%
Sept. 30, 2025 $0.56 $0.47 0.09%
June 30, 2025 $0.68 $0.65 0.03%
March 31, 2025 $0.61 $0.64 -0.03%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WASH $562M 10.9 127.6% 22.8% 9.8% —
SHBI $591M 9.9 -0.27% 285.4% 10.3% —
CCB $1.73B 37.4 -6.8% 8.7% 9.9% —
TCBX $528M 10.0 21.9% 31.7% 12.9% —
AROW — 11.8 17.6% — — —
CARE $434M 14.2 4.7% 154.4% 7.6% —
PFIS $487M 8.3 39.7% 31.5% 11.7% —
CWBC $431M 11.2 25.6% 26.0% 9.7% —
BCAL $605M 9.7 41.0% 35.0% 11.2% —
MSBI — — — — — —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

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

Income Statement 11
Annual Income Statement data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +30.4% $229M $101M $193M $219M $229M $227M $200M $194M $184M $176M · ·
Interest Expense 10-point trend, +693.8% · · $172M $38M $17M $42M $64M $44M $30M $23M $22M $22M
Interest Income 12-point trend, +162.6% $318M $341M $309M $194M $158M $170M $198M $176M $150M $133M $126M $121M
Pretax Income 12-point trend, +12.7% $67M $-39M $56M $91M $98M $89M $88M $87M $78M $69M $64M $60M
Income Tax 12-point trend, -20.2% $15M $-11M $8M $19M $21M $19M $19M $18M $32M $22M $21M $19M
Net Income 12-point trend, +28.0% $52M $-28M $48M $72M $77M $70M $69M $68M $46M $46M $43M $41M
EPS (Basic) 12-point trend, +11.5% $2.72 $-1.63 $2.82 $4.14 $4.43 $4.03 $3.98 $3.95 $2.66 $2.72 $2.57 $2.44
EPS (Diluted) 12-point trend, +12.4% $2.71 $-1.63 $2.82 $4.11 $4.39 $4.00 $3.96 $3.93 $2.64 $2.70 $2.54 $2.41
Shares (Basic) 12-point trend, +14.9% 19,180,000 17,149,000 17,033,000 17,246,000 17,310,000 17,282,000 17,331,000 17,272,000 17,207,000 17,081,000 16,879,000 16,689,000
Shares (Diluted) 12-point trend, +14.3% 19,281,000 17,149,000 17,062,000 17,381,000 17,455,000 17,402,000 17,414,000 17,391,000 17,338,000 17,208,000 17,067,000 16,872,000
EBITDA 12-point trend, -8.5% $3M $4M $5M $4M $4M $4M $4M $4M $4M $5M $4M $4M
Balance Sheet 15
Annual Balance Sheet data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 6-point trend, +72.3% · · · · · · $138M $93M $83M $108M $98M $80M
PP&E (Net) 12-point trend, -7.6% $25M $27M $32M $32M $29M $29M $29M $29M $28M $29M $30M $27M
PP&E (Gross) 12-point trend, -4.3% $63M $62M $79M $78M $75M $73M $72M $71M $71M $72M $70M $66M
Accum. Depreciation 12-point trend, -1.9% $37M $35M $46M $46M $46M $45M $43M $42M $43M $43M $40M $38M
Goodwill 12-point trend, +10.0% $64M $64M $64M $64M $64M $64M $64M $64M $64M $64M $64M $58M
Intangibles 12-point trend, -11.3% $4M $3M $4M $5M $5M $6M $7M $8M $9M $10M $11M $5M
Total Assets 12-point trend, +84.6% $6.62B $6.93B $7.20B $6.66B $5.85B $5.71B $5.29B $5.01B $4.53B $4.38B $3.77B $3.59B
Total Liabilities 12-point trend, +87.6% $6.08B $6.43B $6.73B $6.21B $5.29B $5.18B $4.79B $4.56B $4.12B $3.99B $3.40B $3.24B
Common Stock 12-point trend, +16.8% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Retained Earnings 12-point trend, +75.1% $443M $434M $502M $492M $458M $418M $390M $356M $318M $294M $273M $253M
Treasury Stock 7-point trend, +19394000.00 $19M $13M $15M $9M $1M $3M $0 · · · · ·
AOCI 12-point trend, -800.3% $-79M $-119M $-141M $-158M $-20M $-7M $-11M $-28M $-24M $-20M $-10M $-9M
Stockholders' Equity 12-point trend, +57.0% $544M $500M $473M $454M $565M $534M $503M $448M $413M $391M $375M $346M
Liabilities + Equity 12-point trend, +84.6% $6.62B $6.93B $7.20B $6.66B $5.85B $5.71B $5.29B $5.01B $4.53B $4.38B $3.77B $3.59B
Shares Outstanding 12-point trend, +13.7% 19,034,935 19,274,000 17,031,000 17,183,000 17,331,000 17,265,000 17,363,000 17,302,000 17,227,000 17,171,000 17,020,000 16,746,000
Cash Flow 18
Annual Cash Flow data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, -8.5% $3M $4M $4M $3M $4M $4M $4M $4M $4M $5M $4M $4M
Stock-based Comp 12-point trend, +61.0% $3M $2M $2M $3M $3M $4M $3M $3M $3M $2M $2M $2M
Deferred Tax 12-point trend, +582.8% $13M $-17M $-4M $1M $2M $-3M $-1M $-63.0K $6M $868.0K $2M $2M
Amort. of Intangibles 12-point trend, +18.3% $762.0K $826.0K $843.0K $860.0K $890.0K $914.0K $943.0K $979.0K $1M $1M $904.0K $644.0K
Other Non-cash 12-point trend, +119.7% $9M $96M $-20M $33M $14M $-38M $-2M $8M $707.0K $4M $-78.0K $-46M
Operating Cash Flow 12-point trend, +2932.9% $80M $58M $32M $113M $101M $36M $73M $83M $59M $60M $52M $3M
CapEx 12-point trend, -61.6% $2M $4M $5M $6M $3M $3M $3M $4M $3M $3M $5M $5M
Investing Cash Flow 12-point trend, +185.5% $305M $231M $-551M $-999M $-241M $-264M $-160M $-482M $-180M $-625M $-166M $-357M
Net Debt Issued Flat — no change across 2 periods · · · · · · · · · · $0 $0
Stock Issued 4-point trend, +0.00 $0 $71M $0 $0 · · · · · · · ·
Stock Repurchased 8-point trend, +7361000.00 $7M $0 $9M $9M $0 $4M $0 $0 · · · ·
Net Stock Activity 6-point trend, -70.3% $-7M $71M $-9M $-9M $0 $-4M · · · · · ·
Dividends Paid 12-point trend, +119.7% $43M $38M $39M $38M $36M $35M $34M $29M $26M $25M $23M $20M
Financing Cash Flow 12-point trend, -213.2% $-396M $-265M $491M $826M $116M $292M $132M $410M $95M $576M $131M $350M
Net Change in Cash 12-point trend, -104.4% $-10M $24M $-28M $-60M $-24M $64M $45M $11M $-25M $10M $17M $-5M
Taxes Paid 3-point trend, -101.4% $-142.0K $7M $10M · · · · · · · · ·
Free Cash Flow 12-point trend, +3191.4% $78M $54M $27M $107M $97M $33M $70M $79M $57M $56M $46M $-3M
Levered FCF 10-point trend, -593.1% · · $-120M $77M $84M $-207.2K $20M $44M $39M $40M $31M $-17M
Profitability 5
Annual Profitability data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -11.4% 22.8% -27.9% 24.9% 32.8% 33.6% 30.8% 34.5% 35.2% 24.9% 26.5% 26.8% 25.8%
Pretax Margin 12-point trend, -22.0% 29.4% -38.6% 29.2% 41.7% 42.9% 39.3% 44.0% 44.6% 42.1% 39.2% 39.6% 37.7%
EBITDA Margin 12-point trend, -36.6% 1.5% 3.9% 2.5% 2.0% 1.9% 1.8% 2.1% 2.2% 2.4% 2.8% 2.6% 2.4%
ROA 8-point trend, -34.2% 0.77% -0.40% 0.67% 1.1% 1.3% 1.2% 1.3% · · · · 1.2%
ROE 8-point trend, -16.9% 9.8% -5.6% 10.7% 16.2% 13.7% 13.2% 13.8% · · · · 11.8%
Efficiency 1
Annual Efficiency data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -25.4% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · · · · 0.0
Per Share 6
Annual Per Share data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 8-point trend, +38.1% $28.56 $25.93 $27.75 $26.40 $32.59 $30.94 $29.00 · · · · $20.68
Revenue / Share 12-point trend, +26.4% $11.88 $5.87 $11.33 $12.58 $13.11 $13.04 $11.51 $11.18 $10.63 $10.21 $9.51 $9.40
Cash Flow / Share 12-point trend, +2509.8% $4.17 $3.36 $1.85 $6.50 $5.78 $2.10 $4.22 $4.77 $3.43 $3.41 $3.02 $0.16
Cash / Share 2-point trend, +66.2% · · · · · · $7.97 · · · · $4.80
Dividend / Share 12-point trend, +83.6% $2 $2 $2 $2 $2 $2 $2 $2 $2 $1 $1 $1
EPS (TTM) 12-point trend, +12.4% $2.71 $-1.63 $2.82 $4.11 $4.39 $4.00 $3.96 $3.93 $2.64 $2.70 $2.54 $2.41
Growth Rates 10
Annual Growth Rates data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +14733.7% 127.6% -47.9% -11.6% -4.5% 0.86% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +130.1% 1.6% -23.9% -5.2% · · · · · · · · ·
Revenue CAGR 5Y 0.19% · · · · · · · · · · ·
EPS YoY 3-point trend, -421.9% · · -31.4% -6.4% 9.8% · · · · · · ·
EPS CAGR 3Y 2-point trend, -17.8% -13.0% · -11.0% · · · · · · · · ·
EPS CAGR 5Y -7.5% · · · · · · · · · · ·
Net Income YoY 3-point trend, -425.3% · · -32.8% -6.8% 10.1% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +14.0% -10.0% · -11.6% · · · · · · · · ·
Net Income CAGR 5Y -5.6% · · · · · · · · · · ·
Dividend CAGR 5Y 4.1% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for WASH
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +44.6% $229M $101M $193M $219M $229M $227M $200M $194M $184M $176M $158M $158M
Net Income TTM 12-point trend, +28.0% $52M $-28M $48M $72M $77M $70M $69M $68M $46M $46M $43M $41M
Market Cap 8-point trend, -16.4% $562M $604M $551M $811M $977M $773M $934M · · · · $673M
P/E 12-point trend, -34.6% 10.9 -19.2 11.5 11.5 12.8 11.2 13.6 12.1 20.2 20.8 15.6 16.7
P/S 8-point trend, -42.2% 2.5 6.0 2.9 3.7 4.3 3.4 4.7 · · · · 4.2
P/B 8-point trend, -46.7% 1.0 1.2 1.2 1.8 1.7 1.4 1.9 · · · · 1.9
P / Tangible Book 6-point trend, -29.0% 1.2 1.4 1.4 2.1 2.0 1.7 · · · · · ·
P / Cash Flow 8-point trend, -97.2% 7.0 10.5 17.4 7.2 9.7 21.2 12.7 · · · · 249.9
P / FCF 8-point trend, +102.7% 7.2 11.3 20.8 7.6 10.0 23.4 13.3 · · · · -265.6
Dividend Yield 8-point trend, +162.8% 7.7% 6.3% 7.0% 4.6% 3.7% 4.6% 3.7% · · · · 2.9%
Earnings Yield 12-point trend, +52.8% 9.2% -5.2% 8.7% 8.7% 7.8% 8.9% 7.4% 8.3% 5.0% 4.8% 6.4% 6.0%
Payout Ratio 12-point trend, +71.7% 82.9% -136.8% 80.2% 52.5% 47.3% 50.8% 49.5% 42.8% 57.3% 53.0% 52.4% 48.3%
Annual Payout 12-point trend, +119.7% $43M $38M $39M $38M $36M $35M $34M $29M $26M $25M $23M $20M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312025-06-302025-03-312024-12-312024-09-30
Revenue $229M——$101M—
Net Income $52M——$-28M—
Diluted EPS $2.71——$-1.63—
Cash Flow
2025-12-312025-06-302025-03-312024-12-312024-09-30
Free Cash Flow $78M——$54M—

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Institutional owners (13F) 193 filers · $329.9M 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
31 (-9 vs prior Q) 23 (+8 vs prior Q) 70 (+15 vs prior Q) 38 (-8 vs prior Q) +1.5M

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
VANGUARD CAPITAL MANAGEMENT LLC $30,780,109 843,753 9.33% Shares
STATE STREET CORP $28,262,369 774,736 8.57% Shares
FMR LLC $26,194,613 718,054 7.94% Shares
DIMENSIONAL FUND ADVISORS LP $26,071,490 714,679 7.90% Shares
TWO SIGMA INVESTMENTS, LP $16,533,794 453,229 5.01% Shares
GEODE CAPITAL MANAGEMENT, LLC $16,224,840 444,639 4.92% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $11,655,834 319,513 3.53% Shares
Drexel Morgan & Co. $10,973,184 300,800 3.33% Shares
FIRST HORIZON CORP $10,806,288 296,225 3.28% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $10,556,364 289,374 3.20% Shares
AMERICAN CENTURY COMPANIES INC $10,300,091 282,349 3.12% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $8,041,615 220,439 2.44% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $6,712,247 183,998 2.03% Shares
CITADEL ADVISORS LLC $6,066,551 166,298 1.84% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $5,788,610 158,679 1.75% Shares
MILLENNIUM MANAGEMENT LLC $5,479,369 150,202 1.66% Shares
TWO SIGMA ADVISERS, LP $4,804,830 162,600 1.46% Shares
VANGUARD FIDUCIARY TRUST CO $4,596,881 126,011 1.39% Shares
Siena Capital Partners GP, LLC $4,379,388 120,049 1.33% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $4,316,715 118,331 1.31% Shares
Bank of New York Mellon Corp $4,043,808 110,850 1.23% Shares
VANGUARD GROUP INC $3,663,077 123,962 1.11% Shares
PRUDENTIAL FINANCIAL INC $3,526,850 96,679 1.07% Shares
Crestwood Advisors Group, LLC $3,437,182 94,221 1.04% Shares
Trexquant Investment LP $3,207,978 87,938 0.97% Shares
GOLDMAN SACHS GROUP INC $3,071,324 84,192 0.93% Shares
Empowered Funds, LLC $2,993,250 83,331 0.91% Shares
BANK OF AMERICA CORP /DE/ $2,760,843 75,681 0.84% Shares
State of New Jersey Common Pension Fund D $2,286,238 62,671 0.69% Shares
Quantinno Capital Management LP $2,280,313 62,508 0.69% Shares
TUDOR INVESTMENT CORP ET AL $2,089,356 57,274 0.63% Shares
NAPATREE CAPITAL LLC $1,901,161 61,606 0.58% Shares
Linden Thomas Advisory Services, LLC $1,839,103 50,414 0.56% Shares
ALLIANCEBERNSTEIN L.P. $1,788,102 53,440 0.54% Shares
BRADLEY FOSTER & SARGENT INC/CT $1,740,607 47,714 0.53% Shares
VICTORY CAPITAL MANAGEMENT INC $1,590,528 43,600 0.48% Shares
BROWN, LISLE/CUMMINGS, INC. $1,575,892 47,098 0.48% Shares
BARCLAYS PLC $1,531,503 41,982 0.46% Shares
Swiss National Bank $1,393,536 38,200 0.42% Shares
IEQ CAPITAL, LLC $1,343,788 36,836 0.41% Shares
BlackRock, Inc. $1,332,177 36,518 0.40% Shares
Teton Advisors, LLC $1,214,054 33,280 0.37% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,115,850 30,588 0.34% Shares
New England Research & Management, Inc. $1,083,456 29,700 0.33% Shares
AMERIPRISE FINANCIAL INC $1,081,450 29,645 0.33% Shares
Teton Advisors, Inc. $941,158 33,280 0.29% Shares
RHUMBLINE ADVISERS $903,930 24,779 0.27% Shares
CITIGROUP INC $765,387 20,981 0.23% Shares
Mariner, LLC $742,653 20,358 0.23% Shares
Vanguard Global Advisers, LLC $731,533 20,053 0.22% Shares
DEUTSCHE BANK AG\ $721,830 19,787 0.22% Shares
Atom Investors LP $698,519 19,148 0.21% Shares
MARSHALL WACE, LLP $687,758 18,853 0.21% Shares
Campbell & CO Investment Adviser LLC $652,445 17,885 0.20% Shares
RAYMOND JAMES FINANCIAL INC $634,825 17,402 0.19% Shares
MERCER GLOBAL ADVISORS INC /ADV $625,304 17,141 0.19% Shares
XTX Topco Ltd $597,251 16,372 0.18% Shares
Graham Capital Management, L.P. $596,484 16,351 0.18% Shares
WELLS FARGO & COMPANY/MN $587,912 16,116 0.18% Shares
Focus Partners Wealth $579,546 15,886 0.18% Shares
Rafferty Asset Management, LLC $571,569 15,668 0.17% Shares
GABELLI FUNDS LLC $547,200 15,000 0.17% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $527,196 15,756 0.16% Shares
OSAIC HOLDINGS, INC. $514,391 14,101 0.16% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $489,209 13,646 0.15% Shares
VANGUARD ASSET MANAGEMENT, Ltd $459,429 12,594 0.14% Shares
Principle Wealth Partners LLC $419,301 11,494 0.13% Shares
MetLife Investment Management, LLC $401,864 11,016 0.12% Shares
Keeley-Teton Advisors, LLC $398,557 12,915 0.12% Shares
Coastline Trust Co $397,559 10,898 0.12% Shares
ALLSTATE CORP $387,928 10,634 0.12% Shares
Fiduciary Trust Co $363,669 9,969 0.11% Shares
Mystic Asset Management, Inc. $326,532 8,951 0.10% Shares
FRANKLIN RESOURCES INC $325,402 8,920 0.10% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $321,863 8,823 0.10% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $311,283 8,533 0.09% Shares
Skopos Labs, Inc. $296,556 8,863 0.09% Shares
CWM, LLC $292,240 8,734 0.09% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $291,840 8,000 0.09% Call option
JPMORGAN CHASE & CO $290,123 7,977 0.09% Shares
CITADEL ADVISORS LLC $284,544 7,800 0.09% Call option
Invesco Ltd. $279,400 7,659 0.08% Shares
JANE STREET GROUP, LLC $277,248 7,600 0.08% Call option
QUADRANT CAPITAL GROUP LLC $276,701 7,585 0.08% Shares
Vanguard Investments Australia, Ltd. $270,718 7,421 0.08% Shares
COLTON GROOME FINANCIAL ADVISORS, LLC $269,587 7,390 0.08% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $265,903 7,289 0.08% Shares
FIRST TRUST ADVISORS LP $259,737 7,120 0.08% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $259,628 7,117 0.08% Shares
CAPTRUST FINANCIAL ADVISORS $253,645 6,953 0.08% Shares
JANUS HENDERSON GROUP PLC $253,062 7,562 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $249,633 6,843 0.08% Shares
EP Wealth Advisors, LLC $244,817 6,711 0.07% Shares
Connecticut Wealth Management, LLC $241,315 6,615 0.07% Shares
Squarepoint Ops LLC $240,513 6,593 0.07% Shares
D. E. Shaw & Co., Inc. $234,202 6,420 0.07% Shares
Essex Financial Services, Inc. $229,429 6,289 0.07% Shares
COMMONWEALTH EQUITY SERVICES, LLC $225,790 6,189 0.07% Shares
SANDERS MORRIS HARRIS LLC $223,075 6,115 0.07% Shares
Barry Investment Advisors, LLC $220,547 6,046 0.07% Shares

Company insiders 56 insiders · 23 officers · 30 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Edward O. Handy III Chairman and CEO July 28, 2026 S 33,453 1 1 $100,028
Ronald S. Ohsberg SEVP, CFO and Treasurer April 24, 2026 P 29,705 1 0 $49,786
David V Devault Vice Chair, Secretary and CFO April 4, 2017 F 21,317 0 0 $0
Mary E. Noons President and COO April 6, 2026 F 31,103 0 0 $0
Rolando A Lora EVP Ch Ret Len Off Dir Com Len April 30, 2026 S 11,292 0 1 $-27,931
James Cannon Brown SEVP, Chief Comm'l Banking Off April 23, 2026 P 37,280 2 0 $997,468
Kathleen A Ryan EVP and Chief Wealth Mgmt April 6, 2026 F 17,127 0 0 $0
Maria N Janes EVP, CAO and Controller April 6, 2026 F 18,286 0 0 $0
William K. Wray Sr. SEVP and Chief Risk Officer April 6, 2026 F 18,144 0 0 $0
Kristen L Disanto SEVP, CHRO and Corp Secr April 6, 2026 F 30,698 0 0 $0
Dennis L Algiere EVP Ch Comp Off/Dir Com Affair April 6, 2026 F 19,750 0 0 $0
Michelle L Kile EVP and Chief Retail Banking Jan. 22, 2026 A 7,145 0 0 $0
James M Hagerty EVP & Chief Lending Officer April 11, 2022 F 13,828 0 0 $0
Elizabeth B Eckel SVP Marketing Dec. 9, 2016 S 100 0 0 $0
Barbara J Perino EVP Operations April 5, 2016 F 16,856 0 0 $0
Stephen M Bessette EVP Retail Lending March 25, 2016 D 8,953 0 0 $0
John P. Sullivan SVP, Chief Information Officer Oct. 23, 2015 M 2,950 0 0 $0
Brenda H Senak SVP Risk Management July 10, 2015 D 3,395 0 0 $0
James M Vesey Exec VP & Chief Credit Officer June 29, 2012 D 5,020 0 0 $0
Michael B Rauh EVP, Sales, Service & Delivery Nov. 5, 2010 D 16,931 0 0 $0
Vernon F Bliven SVP Human Resources May 29, 2009 D 16,209 0 0 $0
William D Gibson SVP Credit Administration March 30, 2009 D 2,411 0 0 $0
Harvey C Perry II SVP & Secretary Feb. 4, 2005 M 13,282 0 0 $0
Jeffrey Mark Wilhelm Director April 28, 2026 A 1,260 0 0 $0
Angel Taveras Director April 28, 2026 A 3,980 0 0 $0
Joseph P. Gencarella Director April 28, 2026 A 5,788 0 0 $0
Lisa M. Stanton Director April 28, 2026 A 6,320 0 0 $0
Sandra Parrillo Director April 28, 2026 A 7,400 0 0 $0
Debra M. Paul Director April 28, 2026 A 3,880 0 0 $0
Edwin J Santos Director April 28, 2026 A 10,310 0 0 $0
Robert A Dimuccio Director April 28, 2026 A 25,709 1 0 $89,070
Mark K W Gim Director April 28, 2026 A 39,383 0 0 $0
John T Ruggieri Director April 28, 2026 A 9,077 0 0 $0
Constance A Howes Director April 26, 2022 A 2,070 0 0 $0
John J Bowen Director April 26, 2022 A 11,910 0 0 $0
Joseph J Marcaurele Director April 26, 2022 A 46,424 0 0 $0
Kathleen E Mckeough Director April 26, 2022 A 2,070 0 0 $0
Steven J Crandall Director April 26, 2022 A 2,070 0 0 $0
Katherine W Hoxsie Director April 28, 2020 A 26,872 0 0 $0
John F Treanor Director April 23, 2019 A 7,445 0 0 $0
Douglas H Randall III Director April 23, 2019 A 22,338 0 0 $0
Victor J Orsinger II Director May 29, 2018 S 2,070 0 0 $0
Barry G Hittner Director April 25, 2017 A 14,164 0 0 $0
John C Warren Director April 22, 2014 A 50,171 0 0 $0
Patrick J Shanahan JR Director April 22, 2014 A 45,938 0 0 $0
Gary P Bennett Director Feb. 6, 2012 M 6,149 0 0 $0
Edward M Mazze Director April 12, 2010 A 3,800 0 0 $0
Neil H Thorp Director March 16, 2010 M 37,571 0 0 $0
Mary E Kennard Director Dec. 31, 2009 D 4,222 0 0 $0
Larry J Hirsch Director July 28, 2008 M 13,150 0 0 $0

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

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
Undisclosed reporting person Nov. 19, 2001 — 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.

ETF ownership Held by 44 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
KBWD · Invesco Exchange-Traded Fund Trust … 2.05% 221,892 SH Aug. 8, 2026 Daily
SVAL · iShares Trust 0.47% 25,051 SH Aug. 8, 2026 Daily
IWC · iShares Trust 0.17% 65,302 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.16% 30,306 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.08% 18,942 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.08% 12,147 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.06% 45,533 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.05% 190,460 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.04% 36,050 NS May 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.04% 16,772 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.03% 20,808 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.03% 8,087 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.02% 503,809 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.02% 57,617 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.02% 1,603 SH Aug. 8, 2026 Daily
AVUV · AMERICAN CENTURY ETF TRUST 0.02% 170,749 NS May 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.02% 3,015 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.02% 111,180 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.02% 8,279 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.02% 895 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 63,009 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 90,930 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 216,384 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.01% 30,989 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 701 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.01% 34,009 NS April 30, 2026 N-PORT
WSML · iShares Trust 0.01% 1,163 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.01% 709 NS May 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.01% 4,666 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 809 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 49,365 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 363 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.00% 18 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 2,025 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 5,861 NS May 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 31,318 SH Aug. 8, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 4,900 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 800 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 5,629 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 11,591 NS May 31, 2026 N-PORT
IWV · iShares Trust 0.00% 3,652 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 607,301 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,693 SH Aug. 8, 2026 Daily
EBI · RBB Fund Trust 0.00% 2 NS May 31, 2026 N-PORT