XBP XBP Global Holdings, Inc. - Common Stock

NASDAQ · Financial Services · View on SEC EDGAR ↗
$2.98
Price · Aug 18, 2026
Fundamentals as of May 15, 2026
52W Range
$0–$9
31% of range
Analyst Rating
BUY
5 analysts
Price Target
$5
+68% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

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

Price
$2.98
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$0 – $9

XBP 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 —
EPS —
Free Cash Flow —
Margins —

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

Metric
5Y trend
XBP
Peer Median

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

Metric
5Y trend
XBP
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
XBP
Peer Median

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

Metric
5Y trend
XBP
Peer Median

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

Metric
5Y trend
XBP
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
XBP
Peer Median

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

BUY 5 analysts
  • Strong Buy 1 20.0%
  • Buy 3 60.0%
  • Hold 1 20.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

1 analysts · 2026-08-15
Median target $5.00 +67.8%
Mean target $5.00 +67.8%

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

Avg Surprise
-1.2%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-1.42 $-1.05 -0.37%
March 31, 2026 $-2.28 $-0.18 -2.1%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
XBP — — — — — —
RTB — — — — — —
USIO $38M -15.1 3.0% -2.9% -13.7% 23.1%
OLB — -0.4 -32.4% — — —

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

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

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Institutional owners (13F) 29 filers · $22.8M 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
3 (0 vs prior Q) 2 (0 vs prior Q) 6 (0 vs prior Q) 6 (-2 vs prior Q) +512K

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
LASRY MARC $9,771,081 12,107,907 42.86% Shares
Gates Capital Management, Inc. $7,408,107 3,193,149 32.49% Shares
HoldCo Asset Management, LP $1,826,167 787,141 8.01% Shares
CANTOR FITZGERALD, L. P. $1,406,941 606,440 6.17% Shares
VANGUARD GROUP INC $393,094 57,723 1.72% Shares
Allianz Asset Management GmbH $391,502 168,751 1.72% Shares
VANGUARD CAPITAL MANAGEMENT LLC $295,529 127,383 1.30% Shares
BANK OF AMERICA CORP /DE/ $291,578 125,680 1.28% Shares
GEODE CAPITAL MANAGEMENT, LLC $242,332 104,353 1.06% Shares
BRC Group Holdings, Inc. $170,884 73,657 0.75% Shares
VANGUARD FIDUCIARY TRUST CO $135,019 58,198 0.59% Shares
Jefferies Financial Group Inc. $126,693 54,609 0.56% Shares
Shay Capital LLC $58,000 25,000 0.25% Shares
NORTHERN TRUST CORP $54,427 23,460 0.24% Shares
STATE STREET CORP $52,687 22,710 0.23% Shares
Brookfield Corp /ON/ $45,660 19,681 0.20% Shares
GOLDMAN SACHS GROUP INC $41,458 17,870 0.18% Shares
National Philanthropic Trust $35,939 15,491 0.16% Shares
Crewe Advisors LLC $20,880 9,000 0.09% Shares
Vanguard Global Advisers, LLC $9,141 3,940 0.04% Shares
Tower Research Capital LLC (TRC) $8,714 3,756 0.04% Shares
JPMORGAN CHASE & CO $7,465 2,986 0.03% Shares
BlackRock, Inc. $3,160 1,362 0.01% Shares
UBS Group AG $2,652 1,143 0.01% Shares
BARCLAYS PLC $232 100 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $141 32 0.00% Shares
Mountain Hill Investment Partners Corp. $39 17 0.00% Shares
MORGAN STANLEY $2 1 0.00% Shares
SBI Securities Co., Ltd. $2 1 0.00% Shares

Company insiders 13 insiders · 3 officers · 8 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Andrej Jonovic Chief Executive Officer April 30, 2026 A 213,200 0 0 $0
Dejan Avramovic Chief Financial Officer April 30, 2026 A 85,235 0 0 $0
Vitalie Robu President April 30, 2026 A 96,541 0 0 $0
Randal T Klein Director May 19, 2026 P 40,000 2 0 $142,000
Sanjay Srivastava Director Sept. 24, 2025 A 246,181 0 0 $0
Par Chadha Director Sept. 24, 2025 A 259,621 0 0 $0
James Reynolds Director Aug. 25, 2025 A 234,857 0 0 $0
Martin P. Akins Director Feb. 13, 2025 A 184,857 0 0 $0
Coley Clark Director Feb. 13, 2025 A 184,857 0 0 $0
Robert Guy Sharp Director March 25, 2022 J 2,500 0 0 $0
LUTNICK HOWARD W 10% owner Oct. 6, 2025 S 0 0 0 $0
Charlotte Blechman — Nov. 29, 2023 D 11,000 0 0 $0
Robert Hochberg — Nov. 29, 2023 D 11,000 0 0 $0

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

Activists & 5%+ owners 9 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
CANTOR FITZGERALD, L. P., CFAC Holdings VIII, LLC, Cantor Fitzgerald & Co., CF Group Management, Inc., Brandon G. Lutnick Oct. 15, 2025 6.80% Amendment — SEC
LUTNICK HOWARD W Oct. 6, 2025 0.00% Amendment — SEC
CFAC Holdings VIII, LLC., Cantor Fitzgerald, L.P., CF Group Management, Inc., Brandon G. Lutnick Oct. 6, 2025 5.50% Amendment — SEC
Exela Technologies, Inc., Par Chadha, XCV-STS, LLC, GP 3XCV LLC ×2 filings Aug. 5, 2025 28.97% Initial filing — SEC
Avenue RP Opportunities Fund, L.P., Avenue Global Dislocation Opportunities Fund, L.P., Avenue Global Opportunities Master Fund LP, Avenue Europe International Management, L.P., Avenue Capital Management II, L.P., Avenue RP Opportunities Fund GenPar, LLC, Avenue Global Dislocation Opportunities GenPar, LLC, Avenue Global Opportunities GenPar Holdings Ltd, GL RP Partners, LLC, GL Global Dislocation Opportunities Partners, LLC, Avenue Global Opportunities GenPar, LLC, Marc Lasry Aug. 5, 2025 10.30% Initial filing Passive investment SEC
HOF III Liquidating Partnership LP, VM GP VII LLC, HoldCo Asset Management, LP, VM GP II LLC, Zaitzeff Michael, Vikaran Ghei Aug. 5, 2025 6.70% Initial filing — SEC
GATES CAPITAL MANAGEMENT, L.P., GATES CAPITAL MANAGEMENT GP, LLC, GATES CAPITAL MANAGEMENT, INC., JEFFREY L. GATES Aug. 4, 2025 27.20% Initial filing Passive investment SEC
CFAC Holdings VIII, LLC, Cantor Fitzgerald, L.P., CF Group Management, Inc., Howard W. Lutnick ×4 filings Nov. 21, 2024 — Initial filing — SEC
BTC International Holdings, Inc., XCV-EMEA, LLC, ETI-XCV, LLC, ETI-XCV Holdings, LLC, Exela Technologies, Inc. Dec. 11, 2023 — 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.

ETF ownership Held by 2 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 0.01% 25,260 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.00% 127,383 SH Aug. 8, 2026 Daily