En esta página
01HTB precio
02Instantánea
03Gráfico
05Acerca de
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
HTB HomeTrust Bancshares, Inc. Common Stock
NYSE · Banking · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$46,59
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$38,30mínimo 52 semanas
$52,50máximo 52 semanas
Capitalización Bursátil (MRQ)
$779M
P/E
12.2
BPA
$3.72
tus insignias
Rango 52S
$38–$52
Calificación del Analista
BUY
Precio Objetivo
$55
P/E
12.2
ROE
11.2%
Margen de Beneficio Neto
30.2%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
HTB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$46.59
Capitalización Bursátil (MRQ)
$779M
P/E
12.2
BPA
$3.72
Rendimiento div.
1.1%
ROE
11.2%
Rango 52S
$38–$53
HTB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de HomeTrust Bancshares, Inc. Common Stock Descripción general de la empresa de Wikipedia
HomeTrust Bancshares Inc. is an Asheville, North Carolina–based bank holding company with $4.3 billion in assets and 33 branches in North and South Carolina, Georgia and Tennessee. It is the parent of seven community banks—HomeTrust Bank, Tryon Federal Bank, Shelby Savings Bank, Home Savings Bank, Industrial Federal Bank, Cherryville Federal Bank and Rutherford County Bank.
## History
HomeTrust Bank was founded in 1926 as Clyde Building and Loan, in Clyde, North Carolina. Later, the name changed to Clyde Savings and Loan Association, and then Clyde Savings Bank. Ed Broadwell joined the bank in 1965 at age 27, the youngest bank president in the state. The bank had $10 million in assets, and five people worked there. In 1973, the bank bought a block in Asheville and built a new three-story headquarters. Dana Stonestreet, who took over after Broadwell's retirement, said, "They hired more people to open that office than they had in the whole history of the bank." Clyde Savings Bank expanded into Buncombe County and Henderson County. In 2003, the name changed to HomeTrust Bank. By 2010 HomeTrust had two locations in Haywood County, five in Buncombe County and one in Henderson County in North Carolina. In 2013, Broadwell retired after 48 years.
Tryon Federal Bank, started in 1935, had two offices in Polk County, and Shelby Savings Bank, started in 1905, had two offices in Cleveland County.
Rutherford County Bank opened its first office in Forest City in May 2007, at which time it also became part of HomeTrust Banking Partnership.
Home Savings Bank of Rockingham County began June 9, 1909. As of its 100th anniversary in 2009, it had two offices in Eden and one in Reidsville.
Industrial Federal Bank started in 1929. On January 31, 2010, Industrial Federal Bank, with three locations in Davidson County, became part of the HomeTrust Banking Partnership. This gave the partnership 19 offices, and with $1.6 billion in assets, the partnership was the largest mutual bank in the state and the second-largest in the southeastern United States.
Cherryville Federal Savings and Loan in Cherryville joined the partnership later in 2010, adding one location.
As of January 2012, when HomeTrust Bank and its partners announced conversion from mutual to stock. HomeTrust Banking Partnership, if considered one bank, would have been the 11th largest in North Carolina. The formation of HomeTrust Bancshares was also announced at the time. In July 2012 HomeTrust had 20 branches and $1.6 billion in assets.
In 2013, HomeTrust made its first acquisition outside North Carolina, BankGreenville Financial Corp. of Greenville, South Carolina, in a $7.8 million deal.
On January 23, 2014, HomeTrust announced the acquisition of Jefferson Bancshares Inc. of eastern Tennessee, started in 1963, with over $498 million in assets and 12 offices, in a deal worth $51.2 million.
On June 10, 2014, HomeTrust announced it would buy ten Bank of America branches in southwestern Virginia with $504 million in deposits.
In 2016, HomeTrust announced a $31.8 million deal to buy Kingsport, Tennessee–based TriSummit Bank.
On July 26, 2022, HomeTrust said it was buying Quantum Capital Corp., with three branches of Quantum National bank in the Atlanta area and $600 million in assets, in a deal worth $67.6 million. The deal was completed in February 2023.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorFinancials
industriaBanking
empleados585
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos·2017-06-30 → 2021-06-30
BPA$3.722017-06-30 → 2025-12-31
Flujo de caja libre$45M2017-06-30 → 2025-12-31
Margen neto30.2%2017-06-30 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | HTB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 12.2promedio 5A ≈10.2 | ≈10.2 | 11.7 | Sobrevalorado | |
| P/S | 73.3promedio 5A ≈48.8 | ≈48.8 | 3.2 | Sobrevalorado | |
| P/C (MRQ) | 1.3promedio 5A ≈1.0 | ≈1.0 | 1.2 | Sobrevalorado | |
| Precio / FCF (TTM) | 8.2promedio 5A ≈9.1 | ≈9.1 | · | · | |
| Precio / Flujo de Caja (TTM) | 7.9promedio 5A ≈7.7 | ≈7.7 | 10.4 | Sobrevalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 1.4promedio 5A ≈1.1 | ≈1.1 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | HTB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 5.2%promedio 5A ≈5.5% | ≈5.5% | 1.4% | Débil | |
| Pretax Margin (Margen antes de impuestos) | 38.0%promedio 5A ≈33.3% | ≈33.3% | 35.7% | En línea | |
| Net Profit Margin (Margen de Beneficio Neto) | 30.2%promedio 5A ≈26.2% | ≈26.2% | 28.7% | En línea | |
| ROA | 1.4%promedio 5A ≈1.2% | ≈1.2% | 1.1% | De primer nivel | |
| ROE | 11.2%promedio 5A ≈10.3% | ≈10.3% | 10.5% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | HTB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | 16.2%promedio 5A ≈59.7% | ≈59.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 17.4%promedio 5A ≈56.7% | ≈56.7% | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | HTB | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.0promedio 5A ≈0.0 | ≈0.0 | 0.0 | De primer nivel |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo1.1%
Ratio de Pago13.0%
Pago anualizado≈$0.60
CAGR de Dividendos a 5 años≈11.4%
Racha de Crecimiento≈6
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 13, 2026 | $0,15 | USD | ≈1.1% |
| May 14, 2026 | $0,15 | USD | ≈1.2% |
| Feb 18, 2026 | $0,13 | USD | ≈1.1% |
| Nov 14, 2025 | $0,13 | USD | ≈1.2% |
| Ago 14, 2025 | $0,12 | USD | ≈1.2% |
| May 15, 2025 | $0,12 | USD | ≈1.3% |
| Feb 13, 2025 | $0,12 | USD | ≈1.2% |
| Nov 14, 2024 | $0,12 | USD | ≈1.2% |
| Ago 15, 2024 | $0,11 | USD | ≈1.3% |
| May 15, 2024 | $0,11 | USD | ≈1.5% |
| Feb 14, 2024 | $0,11 | USD | ≈1.6% |
| Nov 15, 2023 | $0,11 | USD | ≈1.8% |
| Ago 16, 2023 | $0,10 | USD | ≈1.7% |
| May 17, 2023 | $0,10 | USD | ≈2.0% |
| Feb 15, 2023 | $0,10 | USD | ≈1.4% |
| Nov 16, 2022 | $0,10 | USD | ≈1.5% |
| Ago 17, 2022 | $0,09 | USD | ≈1.4% |
| May 18, 2022 | $0,09 | USD | ≈1.3% |
| Feb 16, 2022 | $0,09 | USD | ≈1.1% |
| Nov 17, 2021 | $0,09 | USD | ≈1.0% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
11.7%
Próximo informe
Oct 20, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 20, 2026 | $0.94 | $0.88 | 7.2% |
| 31 de marzo de 2026 | $0.99 | $0.83 | 19.9% | |
| 31 de diciembre de 2025 | $0.93 | $0.87 | 6.6% | |
| 30 de septiembre de 2025 | $0.95 | $0.88 | 7.8% | |
| 30 de junio de 2025 | $0.92 | $0.79 | 17.1% | |
| 31 de marzo de 2025 | $0.84 | $0.75 | 11.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | · | · | $10M | $11M | $11M | $10M | $9M | |
| Interest Expense | · | · | · | $5M | $15M | $32M | $30M | $16M | $8M | |
| Interest Income | $256M | $262M | · | $116M | $119M | $136M | $137M | $117M | $99M | |
| Pretax Income | $81M | $70M | · | $45M | $19M | $29M | $34M | $35M | $17M | |
| Income Tax | $17M | $15M | · | $10M | $3M | $6M | $7M | $27M | $5M | |
| Net Income | $64M | $55M | · | $36M | $16M | $23M | $27M | $8M | $12M | |
| EPS (Basic) | $3.75 | $3.21 | · | $2.27 | $0.96 | $1.34 | $1.52 | $0.45 | $0.66 | |
| EPS (Diluted) | $3.72 | $3.20 | · | $2.23 | $0.94 | $1.30 | $1.46 | $0.44 | $0.65 | |
| Shares (Basic) | 16,987,894 | 16,914,741 | · | 15,516,173 | 16,078,066 | 16,729,056 | 17,692,493 | 18,028,854 | 17,379,487 | |
| Shares (Diluted) | 17,106,783 | 16,977,330 | · | 15,810,409 | 16,495,115 | 17,292,239 | 18,393,184 | 18,726,431 | 17,956,443 | |
| EBITDA | $11M | $12M | · | $9M | $-997.0K | $-5M | $-7M | $-6M | $-7M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $325M | $279M | $347M | $105M | $51M | $122M | $71M | $45M | $87M | |
| PP&E (Net) | $62M | $70M | $71M | $69M | $71M | $58M | $61M | $63M | $64M | |
| Goodwill | $34M | $34M | $34M | $26M | $26M | $26M | $26M | $26M | $26M | |
| Intangibles | $5M | $7M | · | $93.0K | $343.0K | $1M | $2M | $5M | $7M | |
| Total Assets | $4.55B | $4.60B | $4.67B | $3.55B | $3.52B | $3.72B | $3.48B | $3.30B | $3.21B | |
| Total Liabilities | $3.94B | $4.04B | $4.17B | $3.16B | $3.13B | $3.31B | $3.07B | $2.89B | $2.81B | |
| Common Stock | $173.0K | $175.0K | $174.0K | $156.0K | $167.0K | $170.0K | $180.0K | $191.0K | $190.0K | |
| Paid-in Capital | $167M | $177M | $172M | $126M | $161M | $170M | $190M | $217M | $213M | |
| Retained Earnings | $437M | $381M | $333M | $270M | $240M | $243M | $225M | $201M | $192M | |
| AOCI | $575.0K | $-2M | $-2M | $-2M | $2M | $2M | $733.0K | $-2M | $273.0K | |
| Stockholders' Equity | $601M | $552M | $500M | $389M | $397M | $408M | $409M | $409M | $398M | |
| Liabilities + Equity | $4.55B | $4.60B | $4.67B | $3.55B | $3.52B | $3.72B | $3.48B | $3.30B | $3.21B | |
| Shares Outstanding | 17,286,289 | 17,527,709 | 17,387,069 | 15,591,466 | 16,636,483 | 17,021,357 | 17,984,105 | 19,041,668 | 18,967,875 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $12M | · | $9M | $9M | $6M | $-7M | $-6M | $-7M | |
| Deferred Tax | $132.0K | $1M | · | $7M | $4M | $5M | $5M | $26M | $5M | |
| Restructuring | · | · | · | $0 | $2M | $0 | $0 | · | · | |
| Other Non-cash | $-26M | $-23M | · | $-17M | $-15M | $-65M | $-18M | $3M | $5M | |
| Operating Cash Flow | $49M | $45M | · | $39M | $10M | $-39M | $8M | $31M | $15M | |
| CapEx | $4M | $3M | · | $7M | $16M | $3M | $2M | $3M | $3M | |
| Investing Cash Flow | $110M | $21M | · | $29M | $149M | $-128M | $-150M | $-134M | $-107M | |
| Debt Issued | · | $0 | · | $60M | $0 | $175M | · | · | · | |
| Net Debt Issued | $0 | $0 | · | $0 | · | · | · | · | · | |
| Stock Repurchased | $14M | $645.0K | · | $43M | $16M | $24M | $31M | $0 | $0 | |
| Net Stock Activity | $-14M | $-645.0K | · | $-43M | $-16M | $-24M | $-31M | $0 | $0 | |
| Dividends Paid | $8M | $8M | · | $5M | $5M | $5M | $3M | $0 | $0 | |
| Financing Cash Flow | $-114M | $-134M | · | $-14M | $-230M | $218M | $143M | $86M | $126M | |
| Net Change in Cash | $45M | $-68M | · | $54M | $-71M | $51M | $297.0K | $-16M | $34M | |
| Taxes Paid | $19M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $45M | $42M | · | $28M | $-13M | $-45M | $6M | $28M | $12M | |
| Levered FCF | · | · | · | $24M | $-26M | $-70M | $-19M | $24M | $7M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 30.2% | 27.1% | · | 23.8% | 151.1% | 215.5% | 243.9% | 6.9% | 11.1% | |
| Pretax Margin | 38.0% | 34.6% | · | 30.3% | 184.1% | 272.4% | 304.9% | 29.1% | 16.0% | |
| EBITDA Margin | 5.2% | 5.8% | · | 6.2% | -9.6% | -50.6% | -61.4% | -5.0% | -6.2% | |
| ROA | 1.4% | 1.2% | · | 1.0% | 0.43% | 0.63% | 0.80% | 0.25% | 0.40% | |
| ROE | 11.2% | 10.4% | · | 9.1% | 3.9% | 5.6% | 6.6% | 2.0% | 3.1% |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $34.75 | $31.48 | · | $24.94 | $23.83 | $23.99 | $22.74 | $21.49 | $20.96 | |
| Revenue / Share | $12.46 | $11.91 | · | $9.49 | $0.63 | $0.61 | $0.61 | $6.42 | $5.94 | |
| Cash Flow / Share | $2.89 | $2.65 | · | $2.20 | $0.17 | $-2.43 | $0.42 | $1.67 | $0.84 | |
| Cash / Share | $18.78 | $15.93 | · | $6.74 | $3.06 | $7.15 | $2.27 | $3.72 | $4.59 | |
| Dividend Paid / Share | $0.49 | $0.45 | · | $0.35 | $0.31 | $0.27 | $0.18 | · | · | |
| EPS (TTM) | $3.72 | $3.20 | · | $2.23 | $0.94 | $1.30 | $1.46 | $0.44 | $0.65 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | · | · | · | · | -1.9% | · | · | · | · | |
| EPS YoY | 16.2% | · | · | 137.2% | -27.7% | · | · | · | · | |
| Net Income YoY | 17.4% | · | · | 127.5% | -31.2% | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11M | $11M | · | $11M | $10M | $11M | $11M | $10M | $9M | |
| Net Income TTM | $64M | $55M | · | $36M | $16M | $23M | $27M | $8M | $12M | |
| Market Cap | $742M | $590M | · | $390M | $464M | $272M | $452M | $536M | $463M | |
| P/E | 11.5 | 10.5 | · | 11.2 | 29.7 | 12.3 | 17.2 | 64.0 | 37.5 | |
| P/S | 69.5 | 55.2 | · | 36.5 | 44.7 | 25.8 | 40.6 | 52.8 | 51.4 | |
| P/B | 1.2 | 1.1 | · | 1.0 | 1.2 | 0.7 | 1.1 | 1.3 | 1.2 | |
| P / Tangible Book | 1.3 | 1.2 | · | 1.1 | 1.3 | 0.7 | · | · | · | |
| P / Cash Flow | 15.0 | 13.1 | · | 11.2 | 168.4 | -6.5 | 59.0 | 17.1 | 30.6 | |
| P / FCF | 16.4 | 14.1 | · | 13.8 | -34.8 | -6.1 | 81.6 | 19.2 | 37.6 | |
| Dividend Yield | 1.1% | 1.3% | · | 1.4% | 1.1% | 1.7% | 0.70% | 0.00% | 0.00% | |
| Earnings Yield | 8.7% | 9.5% | · | 8.9% | 3.4% | 8.1% | 5.8% | 1.6% | 2.7% | |
| Payout Ratio | 13.0% | 14.0% | · | 15.3% | 32.0% | 20.0% | 11.7% | · | · | |
| Annual Payout | $8M | $8M | · | $5M | $5M | $5M | $3M | $0 | $0 |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $25M | $23M | $22M | $15M | $9M | $1M | $1M | |
| Interest Income | $61M | $61M | $63M | $65M | $64M | $64M | $66M | $67M | $65M | $63M | $15M | $51M | $36M | $30M | |
| Pretax Income | $20M | $21M | $20M | $21M | $22M | $18M | $18M | $17M | $16M | $19M | $11M | $8M | $12M | $8M | |
| Income Tax | $4M | $4M | $4M | $4M | $5M | $4M | $4M | $4M | $3M | $4M | $3M | $1M | $3M | $2M | |
| Net Income | $16M | $17M | $16M | $16M | $17M | $15M | $14M | $13M | $12M | $15M | $8M | $7M | $9M | $6M | |
| EPS (Basic) | $0.95 | $1.00 | $0.94 | $0.96 | $1.01 | $0.84 | $0.83 | $0.77 | $0.73 | $0.88 | $0.63 | $0.40 | $0.61 | $0.40 | |
| EPS (Diluted) | $0.94 | $0.99 | $0.93 | $0.95 | $1.00 | $0.84 | $0.83 | $0.76 | $0.73 | $0.88 | $0.62 | $0.40 | $0.60 | $0.39 | |
| Shares (Basic) | 16,311,782 | 16,582,376 | · | 16,998,549 | 17,006,141 | 17,011,359 | · | 16,931,793 | 16,883,028 | 16,859,738 | 16,774,661 | 16,021,994 | 14,988,006 | · | |
| Shares (Diluted) | 16,423,442 | 16,716,089 | · | 17,130,030 | 17,106,448 | 17,113,424 | · | 17,027,824 | 16,904,098 | 16,872,840 | 16,781,923 | 16,077,116 | 15,130,762 | · | |
| EBITDA | · | $153.0K | · | · | · | $1M | · | · | · | $2M | · | · | $-105.0K | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $273M | $301M | $325M | $316M | $297M | $300M | $279M | $293M | $294M | $380M | · | $314M | $94M | · | |
| PP&E (Net) | $62M | $62M | $62M | $62M | $63M | $62M | $70M | $70M | $70M | $71M | · | $74M | $69M | · | |
| Goodwill | $34M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | · | $34M | $26M | · | |
| Intangibles | · | · | $5M | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $4.44B | $4.39B | $4.55B | $4.59B | $4.58B | $4.56B | $4.60B | $4.64B | $4.67B | $4.68B | · | $4.53B | $3.56B | · | |
| Total Liabilities | $3.84B | $3.79B | $3.94B | $4.00B | $4.00B | $3.99B | $4.04B | $4.10B | $4.15B | $4.17B | · | $4.07B | $3.16B | · | |
| Common Stock | $168.0K | $168.0K | $173.0K | $175.0K | $175.0K | $176.0K | $175.0K | $175.0K | $175.0K | $175.0K | · | $174.0K | $156.0K | · | |
| Paid-in Capital | $140M | $144M | $167M | $176M | $175M | $177M | $177M | $175M | $173M | $173M | · | $171M | $127M | · | |
| Retained Earnings | $464M | $451M | $437M | $423M | $408M | $393M | $381M | $368M | $357M | $347M | · | $295M | $278M | · | |
| AOCI | $-438.0K | $-47.0K | $575.0K | $325.0K | $-276.0K | $-600.0K | $-2M | $50.0K | $-2M | $-2M | · | $-3M | $-4M | · | |
| Stockholders' Equity | $601M | $592M | $601M | $596M | $579M | $565M | $552M | $540M | $524M | $513M | · | $458M | $396M | · | |
| Liabilities + Equity | $4.44B | $4.39B | $4.55B | $4.59B | $4.58B | $4.56B | $4.60B | $4.64B | $4.67B | $4.68B | · | $4.53B | $3.56B | · | |
| Shares Outstanding | 16,727,821 | 16,803,185 | 17,286,289 | 17,520,425 | 17,492,143 | 17,552,626 | 17,527,709 | 17,514,922 | 17,437,326 | 17,444,787 | 17,366,673 | 17,370,063 | 15,632,348 | 15,591,466 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $153.0K | $8M | $310.0K | $1M | $1M | $7M | $2M | $2M | $2M | $4M | $2M | $-105.0K | $8M | |
| Stock-based Comp | $713.0K | $767.0K | · | $593.0K | $496.0K | $490.0K | · | $541.0K | $439.0K | $413.0K | $256.0K | $434.0K | $567.0K | · | |
| Other Non-cash | · | $93M | · | · | · | $55M | · | · | · | $-26M | · | · | $-2M | · | |
| Operating Cash Flow | $1M | $111M | $-2M | $-11M | $-9M | $72M | $5M | $44M | $30M | $-9M | $66M | $-4M | $8M | $862.0K | |
| CapEx | $1M | $818.0K | $1M | $760.0K | $1M | $1M | $2M | $681.0K | $535.0K | $571.0K | $881.0K | $2M | $616.0K | $565.0K | |
| Investing Cash Flow | $-62M | $36M | $77M | $34M | $-7M | $6M | $37M | $6M | $-44M | $48M | $-71M | $-71M | $-21M | $54M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | · | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $0 | · | · | · | · | |
| Stock Repurchased | $7M | $23M | $10M | $0 | $3M | $503.0K | $0 | $0 | $645.0K | $0 | $0 | $0 | $0 | $11M | |
| Net Stock Activity | · | $-23M | · | · | · | $-503.0K | · | · | · | · | · | · | $0 | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $1M | $1M | |
| Financing Cash Flow | $33M | $-171M | $-66M | $-5M | $13M | $-57M | $-56M | $-51M | $-60M | $-6M | $43M | $225M | $2M | $-2M | |
| Net Change in Cash | $-28M | $-24M | $9M | $19M | $-3M | $21M | $-14M | $-713.0K | $-74M | $33M | $38M | $149M | $-11M | $53M | |
| Free Cash Flow | · | $110M | · | · | · | $71M | · | · | · | $-10M | · | · | $8M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-27M | · | · | $6M | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 28.7% | 30.9% | · | 30.5% | 31.6% | 28.5% | · | 26.0% | 24.7% | 30.1% | · | 13.5% | 21.9% | · | |
| Pretax Margin | 36.0% | 38.6% | · | 38.5% | 40.1% | 36.2% | · | 33.4% | 31.4% | 38.0% | · | 16.4% | 28.2% | · | |
| EBITDA Margin | · | 0.28% | · | · | · | 2.6% | · | · | · | 3.7% | · | · | -0.25% | · | |
| ROA | 0.35% | 0.38% | · | 0.41% | 0.37% | 0.32% | · | · | 0.27% | 0.32% | · | · | 0.26% | · | |
| ROE | 2.6% | 2.9% | · | 3.3% | 3.1% | 2.6% | · | · | 2.5% | 3.0% | · | · | 2.3% | · |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | · | 0.0 | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $35.90 | $35.26 | · | $34.01 | $33.12 | $32.21 | · | · | $30.03 | $29.42 | · | · | $25.35 | · | |
| Revenue / Share | $3.32 | $3.25 | · | $3.16 | $3.18 | $2.98 | · | $2.96 | $2.97 | $2.97 | · | $3.10 | $2.77 | · | |
| Cash Flow / Share | · | $6.63 | · | · | · | $4.19 | · | · | · | $-0.54 | · | · | $0.54 | · | |
| Cash / Share | $16.29 | $17.89 | · | $18.03 | $16.99 | $17.08 | · | · | $16.87 | $21.81 | · | · | $6.02 | · | |
| Dividend / Share | $0.00 | $0.00 | · | $0.00 | $0.00 | $0.00 | · | $0.00 | $0.00 | $0.00 | $100.00 | $100.00 | $90.00 | · | |
| EPS (TTM) | $3.81 | $3.87 | · | $3.62 | $3.43 | $3.16 | · | · | $3.37 | $3.54 | $2.80 | · | $2.18 | · |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q2 2023 | Q3 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $11M | $11M | $11M | $11M | $11M | · | |
| Net Income TTM | $65M | $67M | · | $62M | $59M | $54M | · | · | $57M | $60M | $45M | · | $34M | · | |
| Market Cap | $835M | $717M | · | $717M | $654M | $602M | · | · | $524M | $477M | · | · | $345M | · | |
| P/E | 13.1 | 11.0 | · | 11.3 | 10.9 | 10.8 | · | · | 8.9 | 7.7 | 7.5 | · | 10.1 | · | |
| P/S | 75.0 | 64.4 | · | 64.4 | 58.8 | 54.1 | · | · | 47.0 | 42.9 | · | · | 31.0 | · | |
| P/B | 1.4 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | · | 1.0 | 0.9 | · | · | 0.9 | · | |
| P / Tangible Book | 1.5 | 1.3 | · | 1.3 | 1.2 | 1.1 | · | · | 1.1 | 1.0 | · | · | 0.9 | · | |
| P / Cash Flow | · | 6.5 | · | · | · | 8.4 | · | · | · | -52.8 | · | · | 42.5 | · | |
| Dividend Yield | 1.1% | 1.2% | · | 1.1% | 1.2% | 1.3% | · | · | 1.5% | 1.6% | · | · | 1.6% | · | |
| Earnings Yield | 7.6% | 9.1% | · | 8.8% | 9.2% | 9.2% | · | · | 11.2% | 13.0% | 13.4% | · | 9.9% | · | |
| Payout Ratio | · | 12.9% | · | · | · | 14.1% | · | · | · | 12.4% | · | · | 14.7% | · | |
| Annual Payout | $9M | $8M | · | $8M | $8M | $8M | · | · | $8M | $8M | $6M | · | $6M | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Beneficio neto | $64M | $55M | · | $45M | $36M |
| EPS Diluido | $3.72 | $3.20 | · | $2.80 | $2.23 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $45M | $42M | · | $-46M | $28M |
Propietarios institucionales (13F) 184 declarantes · $540.8M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
184
Valor en tenencia
$540.8M
Nuevas posiciones
43
Posiciones cerradas
5
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 43 (+20 vs trimestre anterior) | 5 (-7 vs trimestre anterior) | 58 (+22 vs trimestre anterior) | 35 (-8 vs trimestre anterior) | -13K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $83 714 577 | 1 677 983 | 15,48% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $42 735 820 | 856 611 | 7,90% | Acciones |
| FJ Capital Management LLC | $41 863 447 | 839 115 | 7,74% | Acciones |
| VANGUARD GROUP INC | $36 545 203 | 851 076 | 6,76% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $32 144 776 | 644 313 | 5,94% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $27 760 891 | 556 442 | 5,13% | Acciones |
| STATE STREET CORP | $23 094 630 | 462 911 | 4,27% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $21 792 700 | 436 815 | 4,03% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $20 454 172 | 479 582 | 3,78% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $18 297 588 | 366 680 | 3,38% | Acciones |
| Nuveen, LLC | $13 804 314 | 276 695 | 2,55% | Acciones |
| Private Capital Management, LLC | $12 389 433 | 248 335 | 2,29% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7 525 457 | 150 841 | 1,39% | Acciones |
| ROYCE & ASSOCIATES LP | $7 255 553 | 145 431 | 1,34% | Acciones |
| Qube Research & Technologies Ltd | $6 848 799 | 137 278 | 1,27% | Acciones |
| NORTHERN TRUST CORP | $6 573 607 | 131 762 | 1,22% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6 218 838 | 124 651 | 1,15% | Acciones |
| GOLDMAN SACHS GROUP INC | $5 794 474 | 116 145 | 1,07% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 693 746 | 114 126 | 1,05% | Acciones |
| Polaris Capital Management, LLC | $5 373 153 | 107 700 | 0,99% | Acciones |
| MORGAN STANLEY | $5 286 334 | 105 959 | 0,98% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 427 837 | 88 752 | 0,82% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 132 139 | 82 825 | 0,76% | Acciones |
| Empowered Funds, LLC | $4 098 513 | 82 151 | 0,76% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $3 951 288 | 79 200 | 0,73% | Acciones |
| SALZHAUER MICHAEL | $3 927 592 | 78 725 | 0,73% | Acciones |
| Bank of New York Mellon Corp | $3 647 448 | 73 110 | 0,67% | Acciones |
| CITADEL ADVISORS LLC | $3 614 979 | 72 459 | 0,67% | Acciones |
| Foundry Partners, LLC | $3 603 685 | 105 125 | 0,67% | Acciones |
| FEDERATED HERMES, INC. | $2 811 302 | 56 350 | 0,52% | Acciones |
| JPMORGAN CHASE & CO | $2 646 886 | 53 559 | 0,49% | Acciones |
| Oppenheimer & Close, LLC | $2 629 602 | 52 708 | 0,49% | Acciones |
| Rosenthal | Henry Capital Advisors, Inc. | $2 496 844 | 50 047 | 0,46% | Acciones |
| BARCLAYS PLC | $2 335 450 | 46 812 | 0,43% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $2 232 385 | 44 746 | 0,41% | Acciones |
| FIRST TRUST ADVISORS LP | $2 154 998 | 43 195 | 0,40% | Acciones |
| FRANKLIN RESOURCES INC | $2 129 006 | 42 674 | 0,39% | Acciones |
| Elizabeth Park Capital Advisors, Ltd. | $2 033 516 | 40 760 | 0,38% | Acciones |
| Russell Investments Group, Ltd. | $1 984 880 | 39 785 | 0,37% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1 972 251 | 39 532 | 0,36% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $1 759 221 | 35 262 | 0,33% | Acciones |
| UBS Group AG | $1 648 016 | 33 033 | 0,30% | Acciones |
| Brandywine Global Investment Management, LLC | $1 560 354 | 36 338 | 0,29% | Acciones |
| Goepper Burkhardt LLC | $1 277 134 | 25 599 | 0,24% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 270 948 | 25 475 | 0,24% | Acciones |
| Cerity Partners LLC | $1 227 993 | 24 614 | 0,23% | Acciones |
| Round Hill Asset Management | $1 199 555 | 24 044 | 0,22% | Acciones |
| D. E. Shaw & Co., Inc. | $1 150 563 | 23 062 | 0,21% | Acciones |
| Flywheel Private Wealth LLC | $1 097 580 | 22 000 | 0,20% | Acciones |
| Creative Planning | $1 026 741 | 20 580 | 0,19% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Infinity Trust dated as of December 1, 2017, Narasimhulu Neelagaru M.D. | 22 de febrero de 2023 | · | Presentación inicial | Inversión pasiva | 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.
Informantes de la empresa 39 insiders · 18 directivos · 24 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Hunter Westbrook | President, CEO | 7 de mayo de 2026 M | 105 828 | 0 | 4 | $-2 747 770 |
| Edward F. Broadwell Jr. | Chief Executive Officer | 11 de febrero de 2013 A | 204 500 | 0 | 0 | $0 |
| Tony J. Vuncannon | EVP, CFO and Treasurer | 11 de febrero de 2026 F | 69 614 | 0 | 0 | $0 |
| Kristin Y. Powell | EVP, Consumer & BB Group Exec | 27 de mayo de 2026 M | 21 595 | 0 | 1 | $-46 780 |
| Kevin M. Nunley | EVP and Chief Credit Officer | 11 de febrero de 2026 F | 6 992 | 0 | 0 | $0 |
| Charles F. Sivley Jr. | EVP, Chief Technology Officer | 11 de febrero de 2026 F | 5 208 | 0 | 0 | $0 |
| Lora Jex | EVP and Chief Risk Officer | 11 de febrero de 2026 F | 7 868 | 0 | 0 | $0 |
| John Francis Sprink II | EVP, Comm Banking Group Exec | 11 de febrero de 2026 F | 16 314 | 0 | 1 | $-90 000 |
| Megan Pelletier | EVP, Chief Ops & Ppl Officer | 11 de febrero de 2026 F | 13 965 | 0 | 0 | $0 |
| Marty T. Caywood | EVP, Chief Information Officer | 11 de febrero de 2024 F | 8 844 | 0 | 0 | $0 |
| Keith J Houghton | EVP, Chief Credit Officer | 11 de febrero de 2024 F | 12 442 | 0 | 0 | $0 |
| Dana L. Stonestreet | Executive Chairman | 11 de septiembre de 2023 F | 244 396 | 0 | 0 | $0 |
| Parrish R. Little | EVP, Chief Risk Officer | 28 de febrero de 2023 M | 12 334 | 0 | 0 | $0 |
| Anna Marie Smith | EVP and Chief HR Officer | 20 de mayo de 2021 A | 2 000 | 0 | 0 | $0 |
| Paula C. Labian | EVP, Chief Human Resources Off | 11 de febrero de 2020 A | 7 750 | 0 | 0 | $0 |
| Howard L. Sellinger | EVP, Chief Information Officer | 11 de febrero de 2019 F | 26 150 | 0 | 0 | $0 |
| Teresa M. White | EVP, CAO and Corp Secretary | 11 de febrero de 2017 F | 16 198 | 0 | 0 | $0 |
| Charles I. Abbitt Jr. | SVP, Chief Risk Officer | 11 de febrero de 2014 F | 21 232 | 0 | 0 | $0 |
| Laura C Kendall | Consejero | 30 de julio de 2026 M | 24 229 | 0 | 1 | $-511 300 |
| Rebekah M. Lowe | Consejero | 2 de junio de 2026 F | 5 455 | 0 | 0 | $0 |
| Jesse Cureton | Consejero | 1 de junio de 2026 A | 3 201 | 0 | 0 | $0 |
| Narasimhulu Neelagaru | Consejero | 1 de junio de 2026 A | 224 941 | 0 | 0 | $0 |
| John Switzer | Consejero | 1 de junio de 2026 A | 9 750 | 0 | 0 | $0 |
| Dwight L. Jacobs | Consejero | 1 de junio de 2026 A | 3 746 | 0 | 0 | $0 |
| Richard Tyrone Williams | Consejero | 1 de junio de 2026 A | 26 229 | 0 | 0 | $0 |
| Bonnie V Hancock | Consejero | 1 de junio de 2026 A | 3 601 | 0 | 0 | $0 |
| Robert E. James | Consejero | 2 de junio de 2025 A | 19 187 | 0 | 0 | $0 |
| Craig C. Koontz | Consejero | 4 de septiembre de 2024 G | 34 925 | 0 | 0 | $0 |
| Sidney A. Biesecker | Consejero | 11 de febrero de 2023 F | 33 473 | 0 | 0 | $0 |
| K. F. Mcfarland III | Consejero | 10 de febrero de 2023 A | 40 274 | 0 | 0 | $0 |
| Steven J. Goforth | Consejero | 11 de febrero de 2020 A | 26 416 | 0 | 0 | $0 |
| Robert G Dinsmore JR | Consejero | 11 de febrero de 2019 A | 15 500 | 0 | 0 | $0 |
| Peggy C. Melville | Consejero | 11 de febrero de 2018 A | 34 800 | 0 | 0 | $0 |
| Anderson L Smith | Consejero | 6 de mayo de 2016 S | 0 | 0 | 0 | $0 |
| Stanford H. Allen | Consejero | 11 de febrero de 2016 F | 16 933 | 0 | 0 | $0 |
| Larry S. Mcdevitt | Consejero | 11 de septiembre de 2015 S | 19 960 | 0 | 0 | $0 |
| Robert E. Shepherd Sr. | Consejero | 11 de febrero de 2015 F | 17 135 | 0 | 0 | $0 |
| William T. Flynt | Consejero | 11 de febrero de 2013 A | 24 100 | 0 | 0 | $0 |
| Franklin V. Beam | Consejero | 10 de julio de 2012 P | 20 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 30 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IWC · iShares Trust | 0,18% | 53 409 SH | 11 de septiembre de 2026 | Diario |
| DPST · Direxion Shares ETF Trust | 0,07% | 6 118 NS | 31 de julio de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,06% | 7 779 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 13 515 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,05% | 72 277 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 1 740 SH | 2 de octubre de 2026 | Diario |
| ROSC · Lattice Strategies Trust | 0,03% | 349 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 81 616 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 7 423 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 389 992 SH | 11 de septiembre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,02% | 2 204 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 89 154 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 10 757 SH | 2 de octubre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,02% | 55 333 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,01% | 2 102 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 148 349 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 24 439 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 540 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 30 297 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 462 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 792 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 3 727 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 27 473 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 5 586 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 5 179 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 480 117 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 289 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 152 720 SH | 11 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 672 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 2 450 SH | 11 de septiembre de 2026 | Diario |
HTB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 9 analistas
COMPRA
Objetivo mediano
$55.00
+18,1%
2 22,2%
Compra fuerte
4 44,4%
Compra
3 33,3%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
4 analistas · 2026-09-29Objetivo medio $55.25 +18,6%
← Por Debajo de Todos los Objetivos
Precio Actual $46.59
Mín$52.50
Media$55.25
Máx$58.50
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| HTB | $742M | 11.5 | · | 30.2% | 11.2% | · |
| PGC | $489M | 13.3 | 24.1% | 13.2% | 5.8% | · |
| FISI | $617M | 8.6 | 109.5% | 30.6% | 12.2% | · |
| SHBI | $591M | 9.9 | -0.27% | 285.4% | 10.3% | · |
| RCBC | · | · | · | · | · | · |
| WASH | $562M | 10.9 | 127.6% | 22.8% | 9.8% | · |
| TCBX | $528M | 10.0 | 21.9% | 31.7% | 12.9% | · |
| CWBC | $431M | 11.2 | 25.6% | 26.0% | 9.7% | · |
| BCAL | $605M | 9.7 | 41.0% | 35.0% | 11.2% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 6, 2026