En esta página
01OBT precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
25Señales de trading
26Mis Métricas
OBT Orange County Bancorp, Inc. - Common Stock
NASDAQ · Banking · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 10, 2026
$37,73
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$23,25mínimo 52 semanas
$40,10máximo 52 semanas
Capitalización Bursátil (MRQ)
$506M
P/E
11.3
BPA
$3.33
tus insignias
Rango 52S
$23–$40
Calificación del Analista
BUY
Precio Objetivo
$43
P/E
11.3
ROE
15.5%
Margen de Beneficio Neto
32.7%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
OBT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$37.73
Capitalización Bursátil (MRQ)
$506M
P/E
11.3
BPA
$3.33
Rendimiento div.
1.4%
ROE
15.5%
Rango 52S
$23–$40
OBT 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.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 13 de enero de 2025 | 2-for-1 | Adelante |
| 26 de febrero de 2018 | 2-for-1 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$3.332023-12-31 → 2025-12-31
Flujo de caja libre$41M2023-12-31 → 2025-12-31
Margen neto32.7%2023-12-31 → 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 | OBT | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 11.3 | · | 11.0 | Infravalorado | |
| P/S | 4.0 | · | 3.2 | Sobrevalorado | |
| P/C (MRQ) | 1.6 | · | 1.1 | Sobrevalorado | |
| Precio / FCF (TTM) | 7.8 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 7.6 | · | 10.8 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 1.7 | · | · | · | |
| PEG Ratio (Ratio PEG) | ≈2.2 | · | · | · |
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 | OBT | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Pretax Margin (Margen antes de impuestos) | 40.5% | · | 44.0% | Débil | |
| Net Profit Margin (Margen de Beneficio Neto) | 32.7% | · | 36.1% | De primer nivel | |
| ROA | 1.6% | · | 0.98% | De primer nivel | |
| ROE | 15.5% | · | 11.8% | De primer nivel |
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 | OBT | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 18.1% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 12.2% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 16.2% | · | · | · | |
| EPS YoY (EPS interanual) | 34.8% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 49.2% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -8.4% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 5.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 19.5% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 28.9% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | OBT | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 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 Dividendo1.4%
Ratio de Pago17.1%
Pago anualizado≈$0.72
CAGR de Dividendos a 5 años≈5.4%
Racha de Crecimiento≈4
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 4, 2026 | $0,18 | USD | ≈1.9% |
| Jun 4, 2026 | $0,18 | USD | ≈2.0% |
| Mar 4, 2026 | $0,18 | USD | ≈1.9% |
| Dic 4, 2025 | $0,18 | USD | ≈2.1% |
| Sep 8, 2025 | $0,13 | USD | ≈1.9% |
| Jun 4, 2025 | $0,13 | USD | ≈2.1% |
| Mar 4, 2025 | $0,13 | USD | ≈1.9% |
| Dic 4, 2024 | $0,13 | USD | ≈1.6% |
| Sep 4, 2024 | $0,12 | USD | ≈1.6% |
| Jun 4, 2024 | $0,12 | USD | ≈2.0% |
| Mar 1, 2024 | $0,12 | USD | ≈2.1% |
| Dic 1, 2023 | $0,12 | USD | ≈1.9% |
| Ago 31, 2023 | $0,12 | USD | ≈2.0% |
| Jun 1, 2023 | $0,12 | USD | ≈2.8% |
| Mar 2, 2023 | $0,12 | USD | ≈1.6% |
| Dic 1, 2022 | $0,12 | USD | ≈1.8% |
| Sep 1, 2022 | $0,10 | USD | ≈2.3% |
| Jun 1, 2022 | $0,10 | USD | ≈2.2% |
| Mar 1, 2022 | $0,10 | USD | ≈2.0% |
| Dic 2, 2021 | $0,10 | USD | ≈2.1% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
10.9%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 28, 2026 | $1.02 | $0.81 | 26.2% |
| 31 de marzo de 2026 | $0.85 | $0.79 | 7.2% | |
| 31 de diciembre de 2025 | $0.93 | $0.74 | 25.0% | |
| 30 de septiembre de 2025 | $0.75 | $0.69 | 8.1% | |
| 30 de junio de 2025 | $0.63 | $0.74 | -15.2% | |
| 31 de marzo de 2025 | $0.77 | $0.67 | 14.1% |
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 |
|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $29M | $6M | $4M | $5M | |
| Interest Income | $135M | $127M | $118M | $84M | $64M | $53M | |
| Pretax Income | $52M | $35M | $37M | $30M | $27M | $15M | |
| Income Tax | $10M | $7M | $8M | $6M | $5M | $3M | |
| Net Income | $42M | $28M | $29M | $24M | $21M | $12M | |
| EPS (Basic) | $3.33 | $2.47 | $2.62 | $4.33 | $4.28 | $2.59 | |
| EPS (Diluted) | $3.33 | $2.47 | $2.62 | $4.33 | $4.28 | $2.59 | |
| Shares (Basic) | 12,508,985 | 11,303,118 | 11,258,300 | 5,621,630 | 4,968,692 | 4,508,508 | |
| Shares (Diluted) | 12,508,985 | 11,303,118 | 11,258,300 | 5,621,630 | 4,968,692 | 4,508,508 |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| PP&E (Net) | $15M | $16M | $16M | $15M | $15M | $14M | |
| PP&E (Gross) | $34M | $34M | $34M | $31M | $30M | $28M | |
| Accum. Depreciation | $19M | $18M | $18M | $16M | $15M | $14M | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | |
| Intangibles | $535.0K | $821.0K | $1M | $1M | $2M | $2M | |
| Total Assets | $2.66B | $2.51B | $2.49B | $2.29B | $2.14B | $1.66B | |
| Total Liabilities | $2.38B | $2.32B | $2.32B | $2.15B | $1.96B | $1.53B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $2M | |
| Paid-in Capital | $165M | $121M | $120M | $120M | $120M | $85M | |
| Retained Earnings | $164M | $130M | $107M | $85M | $65M | $48M | |
| Treasury Stock | $199.0K | $375.0K | $1M | $1M | $1M | $1M | |
| AOCI | $-48M | $-68M | $-64M | $-68M | $-3M | $2M | |
| Stockholders' Equity | $284M | $186M | $165M | $138M | $183M | $135M | |
| Liabilities + Equity | $2.66B | $2.51B | $2.49B | $2.29B | $2.14B | $1.66B | |
| Shares Outstanding | 13,368,447 | 11,350,158 | 11,302,622 | 5,642,621 | 5,637,376 | 4,483,102 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Deferred Tax | $-391.0K | $-976.0K | $-207.0K | $-1M | $-956.0K | $-533.0K | |
| Amort. of Intangibles | $286.0K | $286.0K | $285.0K | $286.0K | $285.0K | $286.0K | |
| Operating Cash Flow | $44M | $35M | $44M | $30M | $20M | $11M | |
| CapEx | $3M | $2M | $4M | $2M | $2M | $692.0K | |
| Investing Cash Flow | $-74M | $-29M | $-145M | $-434M | $-291M | $-331M | |
| Stock Issued | $43M | · | · | · | $35M | · | |
| Net Stock Activity | $43M | · | · | · | $35M | · | |
| Dividends Paid | $7M | $5M | $5M | $5M | $4M | $4M | |
| Financing Cash Flow | $84M | $-2M | $162M | $184M | $456M | $416M | |
| Net Change in Cash | $54M | $3M | $61M | $-220M | $185M | $96M | |
| Taxes Paid | $10M | · | · | · | · | · | |
| Free Cash Flow | $41M | $33M | $41M | $29M | $18M | · | |
| Levered FCF | · | · | $18M | $24M | $15M | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Margin | 32.7% | 25.9% | 28.9% | 27.0% | 29.3% | · | |
| Pretax Margin | 40.5% | 32.3% | 36.5% | 33.6% | 36.8% | · | |
| ROA | 1.6% | 1.1% | 1.2% | 1.1% | 0.99% | · | |
| ROE | 15.5% | 14.7% | 19.1% | 17.8% | 11.7% | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $21.27 | $16.35 | $29.26 | $24.48 | $32.43 | · | |
| Revenue / Share | $10.17 | $9.53 | $18.09 | $16.02 | $14.60 | · | |
| Cash Flow / Share | $3.51 | $3.06 | $7.91 | $5.42 | $4.09 | · | |
| Dividend Paid / Share | $0.57 | $0.47 | $0.46 | $0.83 | $0.80 | $0.80 | |
| EPS (TTM) | $3.33 | $2.47 | $2.62 | $4.33 | $4.28 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.1% | 5.8% | 13.0% | 24.1% | 20.6% | · | |
| Revenue CAGR 3Y | 12.2% | 14.1% | 19.2% | · | · | · | |
| Revenue CAGR 5Y | 16.2% | · | · | · | · | · | |
| EPS YoY | 34.8% | -5.7% | -39.5% | 1.2% | 65.2% | · | |
| EPS CAGR 3Y | -8.4% | -16.7% | 0.38% | · | · | · | |
| EPS CAGR 5Y | 5.1% | · | · | · | · | · | |
| Net Income YoY | 49.2% | -5.4% | 21.0% | 14.4% | 82.3% | · | |
| Net Income CAGR 3Y | 19.5% | 9.4% | 36.1% | · | · | · | |
| Net Income CAGR 5Y | 28.9% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 14.6% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $127M | $108M | $102M | $90M | $73M | · | |
| Net Income TTM | $42M | $28M | $29M | $24M | $21M | · | |
| Market Cap | $382M | $315M | $170M | $131M | $113M | · | |
| P/E | 8.6 | 11.2 | 11.5 | 5.4 | 4.7 | · | |
| P/S | 3.0 | 2.9 | 1.7 | 1.5 | 1.6 | · | |
| P/B | 1.3 | 1.7 | 1.0 | 1.0 | 0.6 | · | |
| P / Tangible Book | 1.4 | 1.8 | 1.1 | 1.0 | 0.6 | · | |
| P / Cash Flow | 8.7 | 9.1 | 3.8 | 4.3 | 5.6 | · | |
| P / FCF | 9.2 | 9.6 | 4.2 | 4.5 | 6.2 | · | |
| Dividend Yield | 1.9% | 1.7% | 3.0% | 3.5% | 3.6% | · | |
| Earnings Yield | 11.7% | 8.9% | 8.7% | 18.6% | 21.3% | · | |
| Payout Ratio | 17.1% | 19.1% | 17.6% | 19.2% | 18.9% | · | |
| Annual Payout | $7M | $5M | $5M | $5M | $4M | · |
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 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $8M | $9M | · | $8M | $7M | $5M | $3M | $1M | |
| Interest Income | $35M | $34M | $35M | $35M | $33M | $32M | $32M | $31M | $33M | $31M | $32M | $30M | $30M | $26M | $26M | $23M | |
| Pretax Income | $12M | $15M | $14M | $13M | $14M | $11M | $9M | $4M | $10M | $12M | $11M | $11M | $11M | $4M | $11M | $10M | |
| Income Tax | $-2M | $3M | $1M | $3M | $3M | $3M | $2M | $788.0K | $2M | $2M | $3M | $2M | $2M | $696.0K | $2M | $2M | |
| Net Income | $14M | $11M | $12M | $10M | $10M | $9M | $7M | $3M | $8M | $9M | $8M | $9M | $9M | $3M | $9M | $8M | |
| EPS (Basic) | $1.02 | $0.85 | $0.94 | $0.75 | $0.87 | $0.77 | $0.64 | $0.28 | $0.73 | $0.82 | $-1.17 | $1.61 | $1.61 | $0.57 | $1.60 | $1.40 | |
| EPS (Diluted) | $1.02 | $0.85 | $0.94 | $0.75 | $0.87 | $0.77 | $0.64 | $0.28 | $0.73 | $0.82 | $-1.17 | $1.61 | $1.61 | $0.57 | $1.60 | $1.40 | |
| Shares (Basic) | 13,381,376 | 13,351,885 | · | 13,337,890 | 11,994,815 | 11,331,884 | · | 11,307,808 | 11,282,868 | 11,269,874 | · | 5,629,642 | 5,629,030 | 5,625,660 | · | 5,623,172 | |
| Shares (Diluted) | 13,381,376 | 13,351,885 | · | 13,337,890 | 11,994,815 | 11,331,884 | · | 11,307,808 | 11,282,868 | 11,269,874 | · | 5,629,642 | 5,629,030 | 5,625,660 | · | 5,623,172 |
Balance general
| Métrica | Tendencia | 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) | $15M | $16M | $15M | $15M | $15M | $16M | $16M | $14M | $16M | $16M | $16M | $16M | $16M | $17M | $15M | $15M | |
| PP&E (Gross) | · | · | $34M | · | · | · | $34M | · | · | · | $34M | · | · | · | $31M | · | |
| Accum. Depreciation | · | · | $19M | · | · | · | $18M | · | · | · | $18M | · | · | · | $16M | · | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Intangibles | $393.0K | $464.0K | $535.0K | $607.0K | $678.0K | $750.0K | $821.0K | $892.0K | $964.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Total Assets | $2.80B | $2.71B | $2.66B | $2.64B | $2.61B | $2.56B | $2.51B | $2.52B | $2.48B | $2.45B | $2.49B | $2.45B | $2.49B | $2.45B | $2.29B | $2.37B | |
| Total Liabilities | $2.49B | $2.41B | $2.38B | $2.37B | $2.35B | $2.36B | $2.32B | $2.33B | $2.30B | $2.28B | $2.32B | $2.30B | $2.35B | $2.31B | $2.15B | $2.23B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Paid-in Capital | $168M | $166M | $165M | $165M | $165M | $122M | $121M | $121M | $121M | $121M | $120M | $120M | $120M | $120M | $120M | $120M | |
| Retained Earnings | $185M | $173M | $164M | $154M | $146M | $137M | $130M | $124M | $122M | $115M | $107M | $101M | $93M | $85M | $85M | $77M | |
| Treasury Stock | $199.0K | $199.0K | $199.0K | $199.0K | $199.0K | $199.0K | $375.0K | $410.0K | $729.0K | $958.0K | $1M | $1M | $1M | $1M | $1M | $1M | |
| AOCI | $-49M | $-51M | $-48M | $-52M | $-61M | $-60M | $-68M | $-54M | $-67M | $-69M | $-64M | $-79M | $-66M | $-58M | $-68M | $-62M | |
| Stockholders' Equity | $307M | $292M | $284M | $270M | $253M | $201M | $186M | $193M | $178M | $169M | $165M | $144M | $148M | $149M | $138M | $136M | |
| Liabilities + Equity | $2.80B | $2.71B | $2.66B | $2.64B | $2.61B | $2.56B | $2.51B | $2.52B | $2.48B | $2.45B | $2.49B | $2.45B | $2.49B | $2.45B | $2.29B | $2.37B | |
| Shares Outstanding | 13,407,904 | 13,407,690 | 13,368,447 | 13,366,740 | 13,362,912 | 11,383,738 | 11,350,158 | 5,674,126 | 5,663,671 | 5,657,458 | 11,302,622 | 5,650,458 | 5,645,304 | 5,642,789 | 5,642,621 | 5,642,121 |
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 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $72.0K | $71.0K | $72.0K | $71.0K | $72.0K | $71.0K | $72.0K | $71.0K | $71.0K | $72.0K | $72.0K | $71.0K | $71.0K | $71.0K | $73.0K | $71.0K | |
| Operating Cash Flow | $13M | $10M | $14M | $30M | $-5M | $5M | $13M | $10M | $9M | $2M | $16M | $11M | $9M | $8M | $7M | $13M | |
| CapEx | $250.0K | $563.0K | $695.0K | $594.0K | $733.0K | $494.0K | $1M | $290.0K | $108.0K | $252.0K | $481.0K | $115.0K | $602.0K | $2M | $400.0K | $729.0K | |
| Investing Cash Flow | $-14M | $6M | $-5M | $-23M | $-21M | $-25M | $-17M | $-60M | $15M | $32M | $-38M | $14M | $-35M | $-86M | $-15M | $-87M | |
| Stock Issued | · | · | $-171.0K | $-125.0K | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Financing Cash Flow | $79M | $37M | $6M | $7M | $38M | $34M | $-7M | $21M | $21M | $-37M | $11M | $-45M | $39M | $157M | $-86M | $-17M | |
| Net Change in Cash | $77M | $53M | $14M | $14M | $11M | $14M | $-11M | $-29M | $45M | $-3M | $-11M | $-20M | $13M | $79M | $-94M | $-91M | |
| Free Cash Flow | · | $10M | · | · | · | $4M | · | · | · | $2M | · | · | · | $6M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-6M | · | · | · | $2M | · | · |
Rentabilidad
| Métrica | Tendencia | 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 | 49.1% | 35.2% | · | 29.7% | 32.2% | 31.1% | · | 11.8% | 29.4% | 36.7% | · | 35.1% | 35.1% | 13.3% | · | 32.2% | |
| Pretax Margin | 41.6% | 45.5% | · | 38.6% | 41.9% | 40.3% | · | 14.8% | 36.6% | 45.9% | · | 43.9% | 43.4% | 16.2% | · | 39.9% | |
| ROA | 0.51% | 0.43% | · | 0.39% | 0.41% | 0.35% | · | 0.13% | 0.33% | 0.38% | · | 0.38% | 0.37% | 0.14% | · | 0.35% | |
| ROE | 4.9% | 4.6% | · | 4.3% | 4.9% | 4.7% | · | 1.9% | 5.0% | 5.9% | · | 6.5% | 6.2% | 2.1% | · | 5.0% |
Eficiencia
| Métrica | Tendencia | 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 |
Por Acción
| Métrica | Tendencia | 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 | $22.87 | $21.75 | · | $20.21 | $18.90 | $17.69 | · | $34.03 | $31.35 | $29.81 | · | $25.47 | $26.25 | $26.33 | · | $24.14 | |
| Revenue / Share | $2.08 | $2.40 | · | $2.53 | $2.71 | $2.47 | · | $4.80 | $4.95 | $4.49 | · | $4.57 | $4.60 | $4.32 | · | $4.33 | |
| Cash Flow / Share | · | $0.77 | · | · | · | $0.43 | · | · | · | $0.40 | · | · | · | $1.45 | · | · | |
| Dividend Paid / Share | $0.18 | $0.18 | $0.18 | $0.13 | $0.13 | $0.13 | $0.11 | $0.12 | $0.12 | $0.12 | $-0.23 | $0.23 | $0.23 | $0.23 | $0.23 | $0.20 | |
| EPS (TTM) | $3.56 | $3.41 | · | $3.03 | $2.56 | $2.42 | · | $0.66 | $1.99 | $2.87 | · | $5.39 | $5.18 | $3.95 | · | $3.67 |
Valoración (TTM)
| Métrica | Tendencia | 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 | $127M | $131M | · | $122M | $115M | $110M | · | $106M | $105M | $103M | · | $102M | $100M | $95M | · | $84M | |
| Net Income TTM | $47M | $44M | · | $36M | $30M | $27M | · | $29M | $35M | $36M | · | $30M | $29M | $22M | · | $21M | |
| Market Cap | $493M | $429M | · | $337M | $345M | $266M | · | $171M | $150M | $130M | · | $122M | $104M | $124M | · | $109M | |
| P/E | 10.3 | 9.4 | · | 8.3 | 10.1 | 9.7 | · | 45.7 | 13.3 | 8.0 | · | 4.0 | 3.6 | 5.6 | · | 5.2 | |
| P/S | 3.9 | 3.3 | · | 2.8 | 3.0 | 2.4 | · | 1.6 | 1.4 | 1.3 | · | 1.2 | 1.0 | 1.3 | · | 1.3 | |
| P/B | 1.6 | 1.5 | · | 1.2 | 1.4 | 1.3 | · | 0.9 | 0.8 | 0.8 | · | 0.8 | 0.7 | 0.8 | · | 0.8 | |
| P / Tangible Book | 1.6 | 1.5 | · | 1.3 | 1.4 | 1.4 | · | 0.9 | 0.9 | 0.8 | · | 0.9 | 0.7 | 0.9 | · | 0.8 | |
| P / Cash Flow | · | 41.9 | · | · | · | 55.0 | · | · | · | 57.8 | · | · | · | 15.2 | · | · | |
| Dividend Yield | 1.8% | 1.9% | · | 1.8% | 1.6% | 2.1% | · | 3.0% | 3.5% | 4.0% | · | 4.2% | 4.8% | 3.9% | · | 4.1% | |
| Earnings Yield | 9.7% | 10.7% | · | 12.0% | 9.9% | 10.3% | · | 2.2% | 7.5% | 12.5% | · | 25.0% | 28.0% | 17.9% | · | 19.1% | |
| Payout Ratio | · | 21.3% | · | · | · | 17.0% | · | · | · | 14.0% | · | · | · | 40.2% | · | · | |
| Annual Payout | $9M | $8M | · | $6M | $6M | $6M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $4M |
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 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Beneficio neto | $42M | · | · | $28M | · |
| EPS Diluido | $3.33 | · | · | $2.47 | · |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $41M | · | · | $33M | · |
Propietarios institucionales (13F) 115 declarantes · $282.6M 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
115
Valor en tenencia
$282.6M
Nuevas posiciones
16
Posiciones cerradas
4
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 16 (-2 vs trimestre anterior) | 4 (-4 vs trimestre anterior) | 55 (+20 vs trimestre anterior) | 23 (-4 vs trimestre anterior) | +73K |
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. | $72 093 766 | 1 960 135 | 25,51% | Acciones |
| Orange Investment Advisors, Inc. | $39 020 712 | 1 060 922 | 13,81% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $17 323 601 | 471 006 | 6,13% | Acciones |
| VANGUARD GROUP INC | $16 500 615 | 577 955 | 5,84% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $11 465 797 | 311 740 | 4,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11 310 953 | 307 530 | 4,00% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $10 674 886 | 290 181 | 3,78% | Acciones |
| STATE STREET CORP | $7 955 109 | 216 289 | 2,82% | Acciones |
| BANC FUNDS CO LLC | $6 842 367 | 186 035 | 2,42% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $5 657 776 | 153 814 | 2,00% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $5 241 170 | 163 889 | 1,85% | Acciones |
| MORGAN STANLEY | $4 080 373 | 110 940 | 1,44% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $3 973 877 | 108 045 | 1,41% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 738 613 | 101 648 | 1,32% | Acciones |
| NORTHERN TRUST CORP | $3 638 645 | 98 930 | 1,29% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $3 615 989 | 98 314 | 1,28% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3 154 437 | 85 765 | 1,12% | Acciones |
| BROWN BROTHERS HARRIMAN & CO | $3 103 276 | 84 374 | 1,10% | Acciones |
| MARSHALL WACE, LLP | $2 817 055 | 76 592 | 1,00% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 780 604 | 75 601 | 0,98% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $2 660 224 | 72 328 | 0,94% | Acciones |
| EJF Capital LP | $2 594 572 | 70 543 | 0,92% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 125 479 | 57 789 | 0,75% | Acciones |
| Bank of New York Mellon Corp | $2 026 400 | 55 095 | 0,72% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 805 898 | 49 100 | 0,64% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 647 340 | 44 789 | 0,58% | Acciones |
| HSBC HOLDINGS PLC | $1 596 884 | 43 429 | 0,57% | Acciones |
| Qube Research & Technologies Ltd | $1 499 300 | 40 764 | 0,53% | Acciones |
| FIRST TRUST ADVISORS LP | $1 450 823 | 39 446 | 0,51% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 387 011 | 37 711 | 0,49% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1 371 085 | 37 278 | 0,49% | Acciones |
| Elizabeth Park Capital Advisors, Ltd. | $1 362 699 | 37 050 | 0,48% | Acciones |
| Quantinno Capital Management LP | $1 294 840 | 35 205 | 0,46% | Acciones |
| KEYBANK NATIONAL ASSOCIATION/OH | $1 287 300 | 35 000 | 0,46% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 285 461 | 34 950 | 0,45% | Acciones |
| Carnegie Investment Counsel | $1 155 922 | 31 428 | 0,41% | Acciones |
| SummerHaven Investment Management, LLC | $999 938 | 27 187 | 0,35% | Acciones |
| MALTESE CAPITAL MANAGEMENT LLC | $993 060 | 27 000 | 0,35% | Acciones |
| XTX Topco Ltd | $980 371 | 26 655 | 0,35% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $977 612 | 26 580 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $962 017 | 26 156 | 0,34% | Acciones |
| BARCLAYS PLC | $953 227 | 25 917 | 0,34% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $911 409 | 24 780 | 0,32% | Acciones |
| U.S. Capital Wealth Advisors, LLC | $863 396 | 26 998 | 0,31% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $844 432 | 22 959 | 0,30% | Acciones |
| JPMORGAN CHASE & CO | $831 792 | 22 336 | 0,29% | Acciones |
| Gator Capital Management, LLC | $809 896 | 22 020 | 0,29% | Acciones |
| LPL Financial LLC | $781 943 | 21 260 | 0,28% | Acciones |
| Nuveen, LLC | $775 139 | 21 075 | 0,27% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $637 330 | 17 328 | 0,23% | Acciones |
Informantes de la empresa 24 insiders · 11 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael J Gilfeather | President and CEO | 15 de septiembre de 2026 A | 16 400 | 3 | 0 | $45 883 |
| Michael Lesler | EVP, Chief Financial Officer | 15 de septiembre de 2026 A | 16 216 | 0 | 0 | $0 |
| Robert L Peacock | SEVP and CFO | 15 de febrero de 2023 F | 10 302 | 0 | 0 | $0 |
| Elizabeth A Jones | SVP, Chief Operating Officer | 19 de marzo de 2026 F | 11 266 | 0 | 0 | $0 |
| Gregory Sousa | EVP and Deputy CLO | 15 de septiembre de 2026 A | 10 572 | 0 | 2 | $-118 072 |
| Stephen Rooney | SVP, Chief Credit Officer | 4 de agosto de 2026 S | 8 606 | 0 | 1 | $-58 065 |
| Michael Listner | SVP and Chief Risk Officer | 19 de marzo de 2026 F | 9 969 | 0 | 0 | $0 |
| Joseph A Ruhl | Reg Pres, Westchester County | 19 de marzo de 2026 F | 34 782 | 0 | 0 | $0 |
| David P Dineen | SVP, Dir. Wealth Services | 19 de marzo de 2026 F | 11 480 | 0 | 2 | $-28 806 |
| Michael J Coulter | EVP and CLO | 10 de marzo de 2026 F | 4 485 | 0 | 0 | $0 |
| Frank Skuthan | SVP, Dir Trust Services | 15 de febrero de 2023 F | 2 807 | 0 | 0 | $0 |
| Jon Schiller | Consejero | 1 de octubre de 2026 A | 12 473 | 0 | 0 | $0 |
| Olga Luz Tirado | Consejero | 1 de octubre de 2026 A | 2 963 | 0 | 0 | $0 |
| Marianna R Kennedy | Consejero | 1 de octubre de 2026 A | 1 466 | 0 | 0 | $0 |
| Kevin J Keane | Consejero | 1 de octubre de 2026 A | 19 266 | 0 | 0 | $0 |
| Jonathan F Rouis | Consejero | 1 de octubre de 2026 A | 9 166 | 0 | 0 | $0 |
| Richard B Rowley | Consejero | 1 de octubre de 2026 A | 537 134 | 0 | 0 | $0 |
| Gregory F Holcombe | Consejero | 1 de octubre de 2026 A | 68 824 | 0 | 0 | $0 |
| William D Morrison | Consejero | 15 de septiembre de 2026 A | 102 510 | 0 | 0 | $0 |
| Gustave J Scacco | Consejero | 23 de septiembre de 2024 F | 2 780 | 0 | 0 | $0 |
| Louis Heimbach | Consejero | 1 de abril de 2024 A | 3 224 | 0 | 0 | $0 |
| Terry R Saturno | Consejero | 8 de agosto de 2023 A | 5 190 | 0 | 0 | $0 |
| Susan G Metzger | Consejero | 15 de noviembre de 2022 A | 7 098 | 0 | 0 | $0 |
| Virginia K Rizzo | Consejero | 5 de agosto de 2021 P | 5 100 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 22 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 | 0,12% | 43 626 SH | 11 de septiembre de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,07% | 207 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1 538 SH | 2 de octubre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 7 574 SH | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,02% | 332 905 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 6 059 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 73 040 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4 167 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 37 407 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 39 674 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 436 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 8 523 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 918 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 324 SH | 3 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 2 673 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 2 611 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 214 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 4 262 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 122 703 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 337 803 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 984 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 78 316 SH | 11 de septiembre de 2026 | Diario |
OBT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 6 analistas
COMPRA
Objetivo mediano
$44.00
+16,6%
2 33,3%
Compra fuerte
3 50,0%
Compra
1 16,7%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
3 analistas · 2026-10-02Objetivo medio $43.33 +14,9%
← Por Debajo de Todos los Objetivos
Precio Actual $37.73
Mín$42.00
Media$43.33
Máx$44.00
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 |
|---|---|---|---|---|---|---|
| OBT | $382M | 8.6 | 18.1% | 32.7% | 15.5% | · |
| BWFG | $362M | 10.3 | 44.0% | 1245.5% | 12.0% | · |
| BSRR | $434M | 10.5 | 2.5% | 27.3% | 11.8% | · |
| PBAM | · | · | · | · | · | · |
| COFS | $443M | 14.7 | 63.6% | 12.4% | 6.3% | · |
| PDLB | $395M | 13.6 | 30.5% | 26.3% | 5.4% | · |
| FMAO | $340M | 10.2 | 19.6% | 27.4% | 9.2% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
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 10, 2026