Tearsheet

Associated Banc-Corp (ASB)


Market Price (12/29/2025): $26.36 | Market Cap: $4.4 Bil
Sector: Financials | Industry: Regional Banks

Associated Banc-Corp (ASB)


Market Price (12/29/2025): $26.36
Market Cap: $4.4 Bil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, Dividend Yield is 3.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.4%, FCF Yield is 13%
Trading close to highs
Dist 52W High is -2.9%, Dist 3Y High is -2.9%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 52%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 49%
Weak multi-year price returns
2Y Excs Rtn is -12%, 3Y Excs Rtn is -47%
Key risks
ASB key risks include [1] net interest margin compression driven by a worsening funding mix and [2] asset quality concerns related to its commercial real estate exposure.
2 Low stock price volatility
Vol 12M is 32%
Moderate capital ratio
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.9%
 
3 Uninsured deposits are low
Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 29%
  
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Digital Payments, Online Banking & Lending, and Wealth Management Technology.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, Dividend Yield is 3.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.4%, FCF Yield is 13%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 52%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 49%
2 Low stock price volatility
Vol 12M is 32%
3 Uninsured deposits are low
Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 29%
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Digital Payments, Online Banking & Lending, and Wealth Management Technology.
5 Trading close to highs
Dist 52W High is -2.9%, Dist 3Y High is -2.9%
6 Weak multi-year price returns
2Y Excs Rtn is -12%, 3Y Excs Rtn is -47%
7 Moderate capital ratio
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.9%
8 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58%
9 Key risks
ASB key risks include [1] net interest margin compression driven by a worsening funding mix and [2] asset quality concerns related to its commercial real estate exposure.

Valuation, Metrics & Events

ASB Stock


Why The Stock Moved


Qualitative Assessment

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Here are five key points for why Associated Banc-Corp (ASB) stock moved by approximately -0.5% between August 31, 2025, and December 29, 2025:

1. Recent Daily and Short-Term Price Declines

Associated Banc-Corp experienced specific daily declines, including a 0.72% drop on December 26, 2025, and a 0.59% decrease on December 15, 2025. More broadly, the stock had fallen by 2.87% over the 10 days leading up to December 26, 2025.

2. Bearish Technical Signals

Technical indicators suggested a downward trend, with a sell signal issued from a pivot top point on December 11, 2025, which led to a 2.21% fall in the stock. Additionally, a sell signal from the 3-month Moving Average Convergence Divergence (MACD) was identified, and an increase in trading volume coinciding with falling prices signaled a bearish outlook.

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Stock Movement Drivers

Fundamental Drivers

The 2.1% change in ASB stock from 9/28/2025 to 12/28/2025 was primarily driven by a 20.0% change in the company's Net Income Margin (%).
928202512282025Change
Stock Price ($)25.8226.362.08%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1094.941152.815.29%
Net Income Margin (%)12.72%15.27%20.01%
P/E Multiple30.5724.71-19.16%
Shares Outstanding (Mil)164.94165.03-0.06%
Cumulative Contribution2.08%

LTM = Last Twelve Months as of date shown

Market Drivers

9/28/2025 to 12/28/2025
ReturnCorrelation
ASB2.1% 
Market (SPY)4.3%48.8%
Sector (XLF)3.3%74.9%

Fundamental Drivers

The 9.8% change in ASB stock from 6/29/2025 to 12/28/2025 was primarily driven by a 11.7% change in the company's Net Income Margin (%).
629202512282025Change
Stock Price ($)24.0126.369.79%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1050.631152.819.73%
Net Income Margin (%)13.67%15.27%11.67%
P/E Multiple27.6124.71-10.51%
Shares Outstanding (Mil)165.23165.030.12%
Cumulative Contribution9.79%

LTM = Last Twelve Months as of date shown

Market Drivers

6/29/2025 to 12/28/2025
ReturnCorrelation
ASB9.8% 
Market (SPY)12.6%52.1%
Sector (XLF)7.4%73.1%

Fundamental Drivers

The 13.7% change in ASB stock from 12/28/2024 to 12/28/2025 was primarily driven by a 37.6% change in the company's P/E Multiple.
1228202412282025Change
Stock Price ($)23.1826.3613.74%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1089.611152.815.80%
Net Income Margin (%)17.80%15.27%-14.22%
P/E Multiple17.9524.7137.64%
Shares Outstanding (Mil)150.25165.03-9.84%
Cumulative Contribution12.64%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2024 to 12/28/2025
ReturnCorrelation
ASB13.7% 
Market (SPY)17.0%70.9%
Sector (XLF)15.3%77.1%

Fundamental Drivers

The 28.5% change in ASB stock from 12/29/2022 to 12/28/2025 was primarily driven by a 169.7% change in the company's P/E Multiple.
1229202212282025Change
Stock Price ($)20.5126.3628.54%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1150.551152.810.20%
Net Income Margin (%)29.05%15.27%-47.44%
P/E Multiple9.1624.71169.74%
Shares Outstanding (Mil)149.32165.03-10.52%
Cumulative Contribution27.12%

LTM = Last Twelve Months as of date shown

Market Drivers

12/29/2023 to 12/28/2025
ReturnCorrelation
ASB33.0% 
Market (SPY)48.4%59.1%
Sector (XLF)51.8%75.2%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
ASB Return-19%37%6%-3%16%15%53%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
ASB Win Rate50%75%67%42%50%58% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
ASB Max Drawdown-50%0%-21%-37%-8%-20% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventASBS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-42.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven73.5%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven540 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-50.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven103.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven350 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-35.1%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven54.1%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-74.0%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven284.7%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Associated Banc-Corp's stock fell -42.4% during the 2022 Inflation Shock from a high on 11/10/2022. A -42.4% loss requires a 73.5% gain to breakeven.

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About Associated Banc-Corp (ASB)

Associated Banc-Corp, a bank holding company, provides various banking and nonbanking products to individuals and businesses in Wisconsin, Illinois, and Minnesota. The company operates through three segments: Corporate and Commercial Specialty; Community, Consumer, and Business; and Risk Management and Shared Services. Its Corporate and Commercial Specialty segment offers lending solutions, including commercial loans and lines of credit, commercial real estate financing, construction loans, letters of credit, leasing, asset based lending, and loan syndications; deposit and cash management solutions, such as commercial checking and interest-bearing deposit products, cash vault and night depository services, liquidity solutions, payables and receivables solutions, and information services; specialized financial services such as interest rate risk management, foreign exchange solutions, and commodity hedging; fiduciary services such as administration of pension, profit-sharing and other employee benefit plans, fiduciary and corporate agency services, and institutional asset management; and investable funds solutions such as savings, money market deposit accounts, IRA accounts, CDs, fixed and variable annuities, full-service, discount and online investment brokerage; investment advisory services; and trust and investment management accounts. The company's Community, Consumer, and Business segment offers lending solutions, such as residential mortgages, home equity loans and lines of credit, personal and installment loans, auto loans, business loans, and business lines of credit; and deposit and transactional solutions such as checking, credit, debit and pre-paid cards, online banking and bill pay; and money transfer services. As of December 31, 2021, the company operated 215 banking branches. Associated Banc-Corp was founded in 1861 and is headquartered in Green Bay, Wisconsin.

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Here are a couple of brief analogies for Associated Banc-Corp (ASB):

  • Like a U.S. Bancorp or PNC, but with a primary focus on Wisconsin, Illinois, and Minnesota.
  • A regional version of a national bank like Wells Fargo or Bank of America, serving the Upper Midwest.

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  • Deposits: Offers various checking, savings, money market, and certificate of deposit accounts for individuals and businesses.
  • Lending: Provides commercial, commercial real estate, residential mortgage, and consumer loans to individuals and businesses.
  • Wealth Management: Delivers investment management, trust services, financial planning, and private banking for individuals and institutions.
  • Treasury Management: Offers cash management, payment processing, fraud prevention, and liquidity solutions for business clients.

AI Analysis | Feedback

Associated Banc-Corp (symbol: ASB) is a bank holding company that provides a wide range of financial services. As a bank, its customers are not typically a few major companies, but rather a diverse base of individuals, businesses, and institutions.

The company primarily sells its services to the following three categories of customers:

  1. Individuals and Small Businesses: This category encompasses consumers seeking personal banking products and services such as checking accounts, savings accounts, mortgages, personal loans, and credit cards. It also includes small businesses requiring business checking, savings, small business loans, and other basic financial services to support their operations.
  2. Commercial and Corporate Customers: This category serves mid-market and larger commercial businesses, corporate clients, and commercial real estate investors and developers. Services include commercial loans, lines of credit, treasury management, equipment financing, and other sophisticated financial solutions tailored to larger enterprises.
  3. Wealth Management Clients: This category targets high-net-worth individuals, families, and institutions seeking comprehensive wealth management services. These services include investment advisory, trust and estate planning, private banking, and brokerage services.

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  • Visa Inc. (V)
  • Mastercard Incorporated (MA)
  • Equifax Inc. (EFX)
  • TransUnion (TRU)

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Andrew J. Harmening

President and Chief Executive Officer

Andrew Harmening joined Associated Bank in 2021 as President and Chief Executive Officer and also serves on the Company's Board of Directors. He has over 25 years of experience in consumer, small business, and commercial banking. Before Associated Bank, he was Senior Executive Vice President, Consumer and Business Banking Director for Huntington Bank, where he led digital and omni-channel strategy. Harmening also served as Vice Chairman of the consumer banking division of Bank of the West and spent nine years at U.S. Bank in various small business and commercial banking roles. He began his career as a branch manager at Fifth Third Bank. Information regarding him founding or selling companies, or managing private equity-backed companies, is not available.

Derek S. Meyer

Executive Vice President, Chief Financial Officer

Derek S. Meyer joined Associated Bank in August 2022 as Executive Vice President and Chief Financial Officer, responsible for the company's financial management. He has over 30 years of banking experience, with 21 years in finance and 12 years in retail and commercial roles. Previously, Meyer served as Corporate Treasurer of Huntington Bank, where he held various senior leadership roles over 22 years, managing critical finance functions including treasury, financial planning and analysis, and M&A due diligence. Information regarding him founding or selling companies, or managing private equity-backed companies, is not available.

Phillip Trier

Executive Vice President, Head of Corporate and Commercial Banking

Phillip Trier joined Associated Bank in December 2023 and is the Executive Vice President, Head of Corporate and Commercial Banking. He oversees corporate and commercial banking, equipment finance and leasing, sponsor finance, loan syndications, and treasury management sales and service. Prior to Associated Bank, Trier spent 23 years at U.S. Bank, most recently as the Midwest region executive for commercial banking.

Bryan J. Carson

Executive Vice President, Chief Product and Marketing Officer

Bryan Carson joined Associated Bank in July 2022 as Executive Vice President, Chief Product and Marketing Officer. He is responsible for product development, marketing, and customer experience and insights teams. Carson brings 30 years of experience in marketing, product development, pricing, analytics, and distribution within the financial services industry. He previously served as Executive Vice President of Deposit Products, Customer Segmentation, and Branch & ATM Distribution at Huntington Bank, and held senior roles at JPMorgan Chase and MBNA Corporation.

Matthew R. Braeger

Executive Vice President, Chief Audit Executive

Matthew R. Braeger joined Associated Bank in 2013 and is currently the Executive Vice President and Chief Audit Executive. He is responsible for the leadership and execution of the independent internal audit function. Braeger has over 24 years of auditing experience, primarily in banking technology and financial services, and previously held audit management positions with Fiserv, Inc. and public accounting audit roles with Ernst & Young, LLP.

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Associated Banc-Corp (ASB) faces several key risks to its business operations. The most significant risks include:

1. Worsening Funding Mix and Net Interest Margin (NIM) Compression

Associated Banc-Corp's funding mix has deteriorated, with an increased reliance on brokered deposits and other higher-cost borrowings. This shift is driving up the cost of funds and has led to a decline in the net interest margin (NIM), which could continue to constrain the bank's earnings capacity, especially in an environment where interest rates are expected to remain elevated for longer periods.

2. Exposure to Commercial Real Estate (CRE)

The company's commercial real estate portfolio, particularly its office loans, is under close scrutiny by investors and analysts. While Associated Banc-Corp's office portfolio is not concentrated in urban centers and represents a manageable portion of its total loans, the broader market concerns around commercial real estate could still impact asset quality and financial performance.

3. General Economic Conditions and Interest Rate Fluctuations

Associated Banc-Corp is susceptible to changes in general economic, political, or industry conditions. Deterioration in business and economic conditions, including persistent inflation, supply chain issues, labor shortages, and volatility in financial markets, could negatively impact the company. Additionally, prolonged higher interest rates or significant fluctuations in rates can affect loan demand, credit quality, and overall profitability.

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One clear emerging threat to Associated Banc-Corp (ASB) stems from the rapid growth and increased market penetration of neobanks and fintech companies. These digital-first entities, such as Chime, Varo, and various specialized lending and payment platforms, offer highly agile, often lower-cost, and user-friendly banking experiences primarily through mobile applications. They are increasingly attracting younger demographics and customers seeking convenience and lower fees, thereby eroding ASB's traditional deposit base and competing directly for consumer lending and payment services. Their lean operational models and focus on digital innovation allow them to offer competitive rates and services without the overhead of a large physical branch network, akin to how Netflix challenged Blockbuster's physical store model.

Another significant emerging threat is the expansion of large technology companies (Big Tech) into financial services, often referred to as embedded finance. Companies like Apple, Google, and Amazon are leveraging their vast customer data, immense user bases, and integrated ecosystems to offer an increasing array of financial products and services, including credit cards, payment processing, buy-now-pay-later options, and even banking-like features (e.g., Apple Card, Google Pay). This trend threatens to disintermediate traditional banks like ASB by enabling customers to manage more of their financial lives directly within the tech companies' platforms, bypassing traditional banking relationships for payments, credit, and potentially savings, thus challenging ASB's ability to maintain and acquire customer relationships, similar to how the iPhone's ecosystem threatened the standalone dominance of BlackBerry.

AI Analysis | Feedback

Associated Banc-Corp (ASB) operates primarily in Wisconsin, Illinois, and Minnesota, offering a range of financial products and services including commercial banking, retail banking, and wealth management. The addressable markets for its main products and services are as follows: * Commercial Banking: * The market size for the Commercial Banking industry in Illinois is estimated at $70.8 billion in 2025. * The market size for the Commercial Banking industry in Minnesota is estimated at $37.0 billion in 2025. * The market size for the Commercial Banking industry in Wisconsin is estimated at $19.0 billion in 2025. * The market size of Commercial Banking in the U.S. is $1.6 trillion in 2025. * Retail Banking: * The U.S. retail banking market size was valued at USD 1.94 trillion in 2022 and is estimated to register a Compound Annual Growth Rate (CAGR) of over 5% between 2023 and 2032, reaching USD 3.15 trillion by 2032. North America captured approximately 25% of the retail banking market share in 2022. The U.S. retail banking market size is forecasted to increase by USD 92.1 billion at a CAGR of 4.2% between 2024 and 2029. * Wealth Management: * The global wealth management market size was valued at $703.38 billion in 2021 and is forecasted to reach $1062.75 billion by 2029. North America dominated the wealth management market share in 2020. * In 2020, Illinois had an estimated 803,000 millionaire households, and Wisconsin had an estimated 368,000 millionaire households, indicating the demographic size of the addressable market for wealth management in these regions. A specific monetary market size for wealth management within the Midwest states was not explicitly available in the search results.

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Associated Banc-Corp (ASB) is focused on several key initiatives to drive future revenue growth over the next two to three years. These strategies encompass expanding lending, growing customer relationships, entering new markets, and enhancing digital offerings.

  1. Commercial and Industrial (C&I) Loan Growth: Associated Banc-Corp aims for double-digit growth in its Commercial and Industrial (C&I) loan portfolio. This growth is expected to be fueled by the addition of new commercial relationship managers and a strategic shift in the bank's balance sheet composition towards more profitable C&I loans. The company reported nearly $1 billion in high-quality C&I loan growth year-to-date as of Q3 2025, with a target to exceed $1.2 billion for the full year. Overall, the company anticipates total bank loan growth of 5-6% for 2025.
  2. Geographic Market Expansion: The bank plans to expand its presence within existing focus markets, including Milwaukee, Chicago, and Minneapolis. Additionally, Associated Banc-Corp is exploring potential entry into new markets such as Omaha, Kansas City, and Denver to capture further growth opportunities.
  3. Core Customer Deposit Growth: A significant driver of future revenue is the acceleration of core customer deposit growth. Associated Banc-Corp intends to achieve this by enhancing its value propositions and strategically hiring in commercial sectors. Management projects core customer deposits to increase by 4-5% in 2025.
  4. Expansion of Lending Capabilities and Portfolio Remixing: Associated Banc-Corp is broadening its lending capabilities by building out its Auto Finance vertical, expanding its Asset-Based Lending team, and launching a new Equipment Finance vertical. The company is also committed to accelerating its Commercial Middle Market lending, strengthening Small Business and Consumer Direct lending, and advancing its Wealth Management strategy. This includes a deliberate remixing of its loan portfolio to shift away from lower-yielding residential mortgages towards higher-yielding commercial loans.
  5. Digital Transformation and Product Innovation: The bank continues to invest in its digital roadmap, which includes the development of an AI-enabled chatbot, an omnichannel branch sales platform, a personalized digital marketplace, and features for credit score and identity protection. These digital enhancements are expected to drive customer acquisition, improve retention, and provide an enhanced banking experience, with quarterly feature and functionality upgrades planned.

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Capital Allocation Decisions (Last 3-5 Years) for Associated Banc-Corp (ASB)

Share Repurchases

  • Associated Banc-Corp completed a share repurchase program, initially announced in October 2021.
  • Under this program, a total of 2,692,276 shares were repurchased for $60.93 million.
  • This represented 1.76% of the outstanding shares as of June 30, 2025, with no additional shares repurchased during the April to June 2025 period under this program.

Share Issuance

  • In November 2024, Associated Banc-Corp priced a public offering of 12 million shares of its common stock at $25.00 per share.
  • This offering resulted in aggregate gross proceeds of $300 million.
  • The net proceeds from this offering are intended for general corporate purposes, including supporting continued organic growth, capital generation, investments in Associated Bank, N.A., and potential balance sheet optimization strategies.

Capital Expenditures

  • Associated Banc-Corp reported capital expenditures of $10.6 million for the quarter ended June 2025.

Trade Ideas

Select ideas related to ASB. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
WU_11212025_Dip_Buyer_FCFYield11212025WUWestern UnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
14.5%14.5%-0.4%
COIN_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025COINCoinbase GlobalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-1.5%-1.5%-1.5%
PYPL_11142025_Dip_Buyer_FCFYield11142025PYPLPayPalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.5%-4.5%-7.5%
V_11142025_Monopoly_xInd_xCD_Getting_Cheaper11142025VVisaMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
7.6%7.6%-2.7%
WD_11072025_Dip_Buyer_ValueBuy11072025WDWalker & DunlopDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-11.1%-11.1%-12.1%

Recent Active Movers

More From Trefis

Peer Comparisons for Associated Banc-Corp

Peers to compare with:

Financials

ASBHPQHPEIBMCSCOAAPLMedian
NameAssociat.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price26.3623.2624.49305.0978.16273.4052.26
Mkt Cap4.421.932.6284.9309.24,074.4158.8
Rev LTM1,15355,29534,29665,40257,696408,62556,496
Op Inc LTM-3,6241,64411,54412,991130,21411,544
FCF LTM5632,80062711,85412,73396,1847,327
FCF 3Y Avg4642,9781,40011,75313,879100,5037,366
CFO LTM6053,6972,91913,48313,744108,5658,590
CFO 3Y Avg5153,6723,89613,49814,736111,5598,697

Growth & Margins

ASBHPQHPEIBMCSCOAAPLMedian
NameAssociat.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM5.8%3.2%13.8%4.5%8.9%6.0%5.9%
Rev Chg 3Y Avg1.1%-3.9%6.5%2.6%3.7%1.8%2.2%
Rev Chg Q17.7%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM5.3%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM-6.6%4.8%17.7%22.5%31.9%17.7%
Op Mgn 3Y Avg-7.4%7.2%16.4%24.2%30.8%16.4%
QoQ Delta Op Mgn LTM--0.2%-1.4%0.6%0.4%0.1%0.1%
CFO/Rev LTM52.5%6.7%8.5%20.6%23.8%26.6%22.2%
CFO/Rev 3Y Avg43.5%6.8%12.7%21.4%26.1%28.4%23.8%
FCF/Rev LTM48.8%5.1%1.8%18.1%22.1%23.5%20.1%
FCF/Rev 3Y Avg39.2%5.5%4.6%18.6%24.6%25.6%21.6%

Valuation

ASBHPQHPEIBMCSCOAAPLMedian
NameAssociat.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap4.421.932.6284.9309.24,074.4158.8
P/S3.80.41.04.45.410.04.1
P/EBIT-6.819.925.122.531.322.5
P/E24.78.6572.736.029.941.033.0
P/CFO7.25.911.221.122.537.516.2
Total Yield7.6%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield3.5%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg14.1%10.6%5.5%6.4%6.0%3.1%6.2%
D/E0.90.50.70.20.10.00.4
Net D/E0.60.30.60.20.00.00.3

Returns

ASBHPQHPEIBMCSCOAAPLMedian
NameAssociat.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn1.2%-3.6%12.7%-1.1%1.6%-2.0%0.0%
3M Rtn2.1%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn9.8%-4.0%34.5%6.6%15.2%36.3%12.5%
12M Rtn13.7%-27.0%16.2%40.5%34.5%7.5%15.0%
3Y Rtn28.5%-3.7%67.3%141.3%79.6%114.1%73.5%
1M Excs Rtn-1.8%-5.6%12.9%-2.2%-0.0%-3.7%-2.0%
3M Excs Rtn-2.2%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-2.5%-16.3%22.3%-5.7%3.0%24.0%0.2%
12M Excs Rtn-3.2%-42.9%-0.7%25.0%19.9%-8.4%-2.0%
3Y Excs Rtn-47.3%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

FDIC Bank Data

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Community, Consumer, and Business991618503535619
Corporate and Commercial Specialty554609545555532
Risk Management and Shared Services-442131018766
Total1,1031,2401,0581,2771,216


Net Income by Segment
$ Mil20242023202220212020
Community, Consumer, and Business3521426466105
Corporate and Commercial Specialty273266218233201
Risk Management and Shared Services-442-4269820
Total183366351307327


Assets by Segment
$ Mil20242023202220212020
Corporate and Commercial Specialty16,897    
Community, Consumer, and Business13,453    
Risk Management and Shared Services10,665    
Total41,016    


Price Behavior

Price Behavior
Market Price$26.36 
Market Cap ($ Bil)4.4 
First Trading Date09/07/1984 
Distance from 52W High-2.9% 
   50 Days200 Days
DMA Price$25.53$24.12
DMA Trendupindeterminate
Distance from DMA3.2%9.3%
 3M1YR
Volatility29.8%31.8%
Downside Capture96.94124.82
Upside Capture87.17118.32
Correlation (SPY)48.9%71.0%
ASB Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.741.181.111.401.171.23
Up Beta0.491.181.441.751.021.27
Down Beta0.031.861.691.681.271.23
Up Capture148%93%58%117%129%143%
Bmk +ve Days12253873141426
Stock +ve Days10212863118358
Down Capture61%90%91%118%117%106%
Bmk -ve Days7162452107323
Stock -ve Days8193361128382

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of ASB With Other Asset Classes (Last 1Y)
 ASBSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return14.0%16.3%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility31.6%19.0%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.440.670.722.700.340.09-0.08
Correlation With Other Assets 77.0%70.9%-5.9%24.6%58.6%30.0%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of ASB With Other Asset Classes (Last 5Y)
 ASBSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return14.0%16.1%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility32.7%18.9%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.460.710.700.970.500.160.57
Correlation With Other Assets 74.9%55.2%-1.5%17.5%46.6%21.9%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of ASB With Other Asset Classes (Last 10Y)
 ASBSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return6.9%13.2%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility34.2%22.3%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.290.550.710.860.320.220.90
Correlation With Other Assets 79.0%59.8%-10.1%25.0%49.9%13.4%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity4,048,872
Short Interest: % Change Since 11302025-5.4%
Average Daily Volume2,175,072
Days-to-Cover Short Interest1.86
Basic Shares Quantity165,029,000
Short % of Basic Shares2.5%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/23/20251.1%-2.3%1.2%
7/24/20251.3%-2.1%4.8%
4/24/20251.4%2.0%4.5%
1/23/2025-0.8%-0.8%-4.6%
10/24/20241.0%4.7%20.4%
7/25/20240.1%-7.8%-5.8%
4/25/20240.9%2.3%-0.6%
1/25/2024-1.1%-4.8%-6.4%
...
SUMMARY STATS   
# Positive151215
# Negative9129
Median Positive1.3%2.8%7.6%
Median Negative-1.1%-3.5%-5.8%
Max Positive6.9%16.6%20.4%
Max Negative-5.6%-7.8%-15.9%

SEC Filings

Expand for More
Report DateFiling DateFiling
93020251028202510-Q 9/30/2025
6302025729202510-Q 6/30/2025
3312025429202510-Q 3/31/2025
12312024212202510-K 12/31/2024
93020241029202410-Q 9/30/2024
6302024730202410-Q 6/30/2024
3312024430202410-Q 3/31/2024
12312023208202410-K 12/31/2023
93020231026202310-Q 9/30/2023
6302023727202310-Q 6/30/2023
3312023427202310-Q 3/31/2023
12312022213202310-K 12/31/2022
93020221027202210-Q 9/30/2022
6302022728202210-Q 6/30/2022
3312022428202210-Q 3/31/2022
12312021208202210-K 12/31/2021