Beacon Financial (BBT)
Market Price (3/18/2026): $28.66 | Market Cap: $2.4 BilSector: Financials | Industry: Regional Banks
Beacon Financial (BBT)
Market Price (3/18/2026): $28.66Market Cap: $2.4 BilSector: FinancialsIndustry: Regional Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, Dividend Yield is 2.6%, FCF Yield is 8.9% | Weak multi-year price returns3Y Excs Rtn is -50% | |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -119% | ||
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 56% | ||
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 41%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 39% | ||
| Low stock price volatilityVol 12M is 29% | ||
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, Digital Payments, and Wealth Management Technology. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, Dividend Yield is 2.6%, FCF Yield is 8.9% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -119% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 56% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 41%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 39% |
| Low stock price volatilityVol 12M is 29% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, Digital Payments, and Wealth Management Technology. |
| Weak multi-year price returns3Y Excs Rtn is -50% |
Qualitative Assessment
AI Analysis | Feedback
1. Beacon Financial (BBT) exceeded Q4 2025 earnings expectations and demonstrated improved financial metrics.
The company reported Q4 2025 operating earnings per share (EPS) of $0.79, surpassing the Zacks Consensus Estimate of $0.78 by 1.61%. This marked a significant increase from $0.60 per share in the prior year's quarter. Key financial improvements included a 20 basis point increase in net interest margin to 3.82% for Q4 2025 from 3.62% in Q3 2025, and a rise in total non-interest income by $13.6 million to $25.9 million. The annualized return on average assets also improved to 0.94% in Q4 2025, up from (0.11)% in Q3 2025, alongside an increase in the annualized return on average tangible stockholders' equity to 11.19% from (1.27)% in the prior quarter.
2. The successful completion of the merger integration and the launch of the unified "Beacon Bank" brand signaled operational strength and future growth potential.
On February 23, 2026, Beacon Financial announced the rebranding and consolidation of four financial institutions (Berkshire Bank, Brookline Bank, Bank Rhode Island, and PCSB Bank) under the new "Beacon Bank" brand, marking the final step in their merger of equals, which closed on September 1, 2025. This integration resulted in a larger entity with over 145 branches across New England and New York and $23.2 billion in assets, positioning Beacon Bank as one of the 100 largest banks in the United States. Management highlighted that this unification is expected to enhance client experience and drive sustainable value through improved performance, better efficiency, and expanded growth opportunities.
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Stock Movement Drivers
Fundamental Drivers
The 13.4% change in BBT stock from 11/30/2025 to 3/17/2026 was primarily driven by a 719.4% change in the company's Net Income Margin (%).| (LTM values as of) | 11302025 | 3172026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.32 | 28.70 | 13.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 423 | 553 | 30.8% |
| Net Income Margin (%) | 2.0% | 16.3% | 719.4% |
| P/E Multiple | 263.1 | 26.6 | -89.9% |
| Shares Outstanding (Mil) | 88 | 84 | 4.4% |
| Cumulative Contribution | 13.4% |
Market Drivers
11/30/2025 to 3/17/2026| Return | Correlation | |
|---|---|---|
| BBT | 13.4% | |
| Market (SPY) | -1.8% | 34.6% |
| Sector (XLF) | -7.1% | 58.1% |
Fundamental Drivers
The 12.4% change in BBT stock from 8/31/2025 to 3/17/2026 was primarily driven by a 119.7% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3172026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.54 | 28.70 | 12.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 367 | 553 | 50.5% |
| Net Income Margin (%) | 21.5% | 16.3% | -23.9% |
| P/E Multiple | 12.1 | 26.6 | 119.7% |
| Shares Outstanding (Mil) | 37 | 84 | -55.3% |
| Cumulative Contribution | 12.4% |
Market Drivers
8/31/2025 to 3/17/2026| Return | Correlation | |
|---|---|---|
| BBT | 12.4% | |
| Market (SPY) | 4.3% | 29.1% |
| Sector (XLF) | -7.9% | 54.9% |
Fundamental Drivers
The 4.5% change in BBT stock from 2/28/2025 to 3/17/2026 was primarily driven by a 92.2% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3172026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.46 | 28.70 | 4.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 356 | 553 | 55.5% |
| Net Income Margin (%) | 20.8% | 16.3% | -21.6% |
| P/E Multiple | 13.9 | 26.6 | 92.2% |
| Shares Outstanding (Mil) | 37 | 84 | -55.4% |
| Cumulative Contribution | 4.5% |
Market Drivers
2/28/2025 to 3/17/2026| Return | Correlation | |
|---|---|---|
| BBT | 4.5% | |
| Market (SPY) | 13.9% | 52.6% |
| Sector (XLF) | -4.0% | 64.7% |
Fundamental Drivers
The 8.9% change in BBT stock from 2/28/2023 to 3/17/2026 was primarily driven by a 244.0% change in the company's P/E Multiple.| (LTM values as of) | 2282023 | 3172026 | Change |
|---|---|---|---|
| Stock Price ($) | 26.34 | 28.70 | 8.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 328 | 553 | 68.6% |
| Net Income Margin (%) | 33.5% | 16.3% | -51.2% |
| P/E Multiple | 7.7 | 26.6 | 244.0% |
| Shares Outstanding (Mil) | 32 | 84 | -61.5% |
| Cumulative Contribution | 8.9% |
Market Drivers
2/28/2023 to 3/17/2026| Return | Correlation | |
|---|---|---|
| BBT | 8.9% | |
| Market (SPY) | 75.6% | 45.0% |
| Sector (XLF) | 45.1% | 63.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BBT Return | 69% | 7% | -14% | 18% | -4% | 10% | 94% |
| Peers Return | 38% | -13% | -2% | 21% | 25% | 0% | 78% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -2% | 78% |
Monthly Win Rates [3] | |||||||
| BBT Win Rate | 50% | 58% | 42% | 50% | 58% | 67% | |
| Peers Win Rate | 70% | 50% | 48% | 57% | 62% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| BBT Max Drawdown | -3% | -15% | -37% | -17% | -19% | 0% | |
| Peers Max Drawdown | -1% | -23% | -37% | -16% | -19% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -3% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MTB, CFG, KEY, WBS, VLY.
[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] 2026 data is for the year up to 3/17/2026 (YTD)
How Low Can It Go
| Event | BBT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -41.5% | -25.4% |
| % Gain to Breakeven | 70.8% | 34.1% |
| Time to Breakeven | 836 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -73.5% | -33.9% |
| % Gain to Breakeven | 277.5% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -40.1% | -19.8% |
| % Gain to Breakeven | 66.9% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -47.2% | -56.8% |
| % Gain to Breakeven | 89.4% | 131.3% |
| Time to Breakeven | 2,582 days | 1,480 days |
Compare to MTB, CFG, KEY, WBS, VLY
In The Past
Beacon Financial's stock fell -41.5% during the 2022 Inflation Shock from a high on 12/2/2022. A -41.5% loss requires a 70.8% gain to breakeven.
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About Beacon Financial (BBT)
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1. A Bank of America for the Southeastern and Mid-Atlantic U.S.
2. A Wells Fargo that also has a major insurance division and focuses on the Southeast.
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nullAI Analysis | Feedback
```htmlFor Truist Financial Corporation (symbol: BBT), formerly known as BB&T Corporation, its major customers fall into broad categories rather than specific named companies, as it is a diversified financial services provider.
The company primarily serves the following customer categories:
- Individuals and Consumers: This category includes customers who utilize personal banking services such as checking, savings, money market accounts, certificates of deposit, individual retirement accounts, automobile lending, bankcard lending, consumer finance, home equity and mortgage lending, investment brokerage, and wealth management services.
- Small and Middle Market Businesses: This category encompasses small businesses and commercial middle market companies that leverage a range of services including commercial deposit and treasury services, various lending products (small business, commercial middle market, floor plan, commercial mortgage, mortgage warehouse), lease financing, merchant services, and insurance premium finance.
- Corporate, Institutional, and Government Clients: This category includes larger corporations, government entities, and institutional clients that utilize corporate and investment banking, capital market services, institutional trust services, international banking, real estate lending, and supply chain financing services.
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William H. Rogers Jr., Chairman and Chief Executive Officer
William H. Rogers Jr. became Chairman of Truist Financial Corporation in March 2022 and Chief Executive Officer in September 2021. He previously served as President and Chief Operating Officer of Truist from December 2019 to September 2021. Prior to the merger that formed Truist, he held the positions of Chairman and CEO of SunTrust Bank, a predecessor company, since January 2012, and President and CEO since June 2011. Rogers began his career in SunTrust's commercial banking division in 1980 and progressed through various senior roles. He holds a Bachelor of Business Administration from the University of North Carolina at Chapel Hill and an MBA from Georgia State University.
Michael Maguire, Chief Financial Officer
Michael Maguire was appointed Chief Financial Officer for Truist Financial Corporation effective September 15, 2022. In this role, he is responsible for the company's financial planning and analysis, treasury, accounting, tax, investor relations, corporate strategy, and mergers and acquisitions activities. Before becoming CFO, Maguire was Truist's chief consumer finance and payments officer, where he led consumer lending and wholesale payments businesses. He also served as head of enterprise partnerships and investments at a Truist predecessor, focusing on strategic equity investments in financial technology. Earlier in his career, Maguire spent 16 years as an investment banker at Truist Securities, where he was involved in over 150 advisory and financing transactions within the financial technology sector, including mergers and acquisitions and public offerings. He earned a BSBA in Finance from the University of North Carolina at Chapel Hill and an MBA in Finance from Emory University.
Beau Cummins, Chief Operating Officer
Beau Cummins serves as Chief Operating Officer at Truist, where he is responsible for optimizing operations and overseeing key strategic initiatives related to the bank's integration and growth nationwide. He played a significant role in managing organizational changes following the merger and expanding Truist's corporate and investment banking presence. Cummins holds an MBA from the University of Michigan and a Bachelor's degree from Miami University. His prior experience includes senior leadership roles at SunTrust and Bank of America, specializing in capital markets, investment banking, and operational transformation.
Steve Aufderheide, Chief Technology Officer
Steve Aufderheide is the Chief Technology Officer at Truist. He leads the company's technology innovation, digital transformation, and initiatives to enhance operational excellence through high-performing technical teams. Aufderheide is recognized for implementing profit-driven technology solutions in dynamic financial service environments and brings over 25 years of executive IT management experience. He holds a BS in Computer Science from Western Connecticut State University and has held leadership positions at SunTrust, ACI Worldwide, and other financial technology firms.
DeVon Lang, President, North Texas Region
DeVon Lang is the President for the North Texas Region at Truist. In this role, he focuses on expanding and managing commercial and not-for-profit client relationships, and drives the regional growth strategy by providing strategic financial solutions for businesses and municipalities. Lang holds an MBA from the University of Houston and a Bachelor's in Finance from Louisiana State University. His career background includes energy corporate banking, middle market banking, and senior positions at Truist Securities and Comerica.
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```html- Digital-first banks and specialized fintech lenders: These companies leverage superior technology, lower overhead, and often better user experiences to attract customers, particularly for deposit accounts, personal loans, and small business lending, directly competing with Truist's Consumer Banking and Corporate and Commercial Banking segments.
- Large technology companies entering financial services: Companies like Apple, Google, and Amazon are increasingly offering financial products (e.g., high-yield savings accounts, payment solutions, lending to merchants) leveraging their vast customer bases, data, and technological prowess, posing a significant competitive challenge to traditional banks like Truist.
- Robo-advisors and automated investment platforms: These platforms provide lower-cost, technology-driven investment management services, directly threatening Truist's traditional investment brokerage and wealth management offerings, especially for mass-market and younger investors.
AI Analysis | Feedback
For Beacon Financial (symbol: BBT), which operates as Truist Financial Corporation, the addressable markets for its main products and services in the U.S. are as follows:
- Retail Banking: The U.S. retail banking market was valued between approximately USD 870 billion and USD 1.28 trillion in 2025.
- Mortgage Lending: The U.S. home loan market is estimated to reach USD 2.42 trillion in 2026.
- Commercial Banking: The U.S. commercial banking market was valued at approximately USD 732.5 billion in 2025 and is estimated to reach USD 765.53 billion in 2026.
- Insurance Holdings: The U.S. insurance market size was approximately USD 3.7 trillion in 2024.
- Wealth Management: null
AI Analysis | Feedback
For Truist Financial Corporation, which trades under the symbol BBT, the expected drivers of future revenue growth over the next 2-3 years include:
- Net Interest Income (NII) Growth and Net Interest Margin (NIM) Expansion: Truist anticipates an increase in net interest income, with projections for 3%-4% growth in 2026. This growth is expected to be fueled by factors such as broad-based loan growth, strategic asset repricing, and lower funding costs due to declining deposit expenses. The company also aims for its net interest margin to reach the low-3% range by the end of 2026, indicating improved profitability from its lending activities.
- Fee Income Expansion: The company is focused on expanding its non-interest income, with expectations for mid-single-digit to high-single-digit growth in fee income for 2026. This expansion is projected to be driven by a stronger emphasis on wealth management services and a gradual recovery in investment banking and trading activities.
- Digital Transformation and Technology Investments: Truist is investing in digital adoption and technology upgrades, including the launch of an AI-enabled receivables platform. These investments are intended to reduce operational costs, enhance efficiency, and create opportunities for incremental fee revenue, thereby positioning the company for ongoing revenue and margin expansion.
- Strategic Loan and Deposit Growth: Truist plans to accelerate earnings growth through targeted loan and deposit growth. The company aims for average loan balances to grow 3%-4% in 2026, focusing on commercial and industrial (C&I) businesses while also prioritizing deposit growth in both retail and wholesale segments through strategies to attract new households and enhance existing client services.
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nullLatest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is Beacon Financial Stock Built to Withstand a Pullback? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to BBT.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02282026 | NDAQ | Nasdaq | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 02272026 | JEF | Jefferies Financial | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 02272026 | PAYO | Payoneer Global | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02272026 | FOUR | Shift4 Payments | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02202026 | COIN | Coinbase Global | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 2.6% | 2.6% | -6.5% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 42.90 |
| Mkt Cap | 16.0 |
| Rev LTM | 5,085 |
| Op Inc LTM | - |
| FCF LTM | 1,523 |
| FCF 3Y Avg | 1,463 |
| CFO LTM | 1,633 |
| CFO 3Y Avg | 1,536 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.7% |
| Rev Chg 3Y Avg | 6.1% |
| Rev Chg Q | 12.7% |
| QoQ Delta Rev Chg LTM | 3.0% |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 30.8% |
| CFO/Rev 3Y Avg | 32.3% |
| FCF/Rev LTM | 29.3% |
| FCF/Rev 3Y Avg | 30.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 16.0 |
| P/S | 3.2 |
| P/EBIT | - |
| P/E | 11.3 |
| P/CFO | 10.5 |
| Total Yield | 11.1% |
| Dividend Yield | 2.8% |
| FCF Yield 3Y Avg | 11.5% |
| D/E | 0.4 |
| Net D/E | -0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -11.0% |
| 3M Rtn | -0.1% |
| 6M Rtn | 14.0% |
| 12M Rtn | 32.4% |
| 3Y Rtn | 88.0% |
| 1M Excs Rtn | -9.3% |
| 3M Excs Rtn | 1.9% |
| 6M Excs Rtn | 11.9% |
| 12M Excs Rtn | 14.5% |
| 3Y Excs Rtn | -18.0% |
Price Behavior
| Market Price | $28.70 | |
| Market Cap ($ Bil) | 1.1 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -9.7% | |
| 50 Days | 200 Days | |
| DMA Price | $29.08 | $25.89 |
| DMA Trend | up | up |
| Distance from DMA | -1.3% | 10.8% |
| 3M | 1YR | |
| Volatility | 27.4% | 29.2% |
| Downside Capture | 68.03 | 80.69 |
| Upside Capture | 99.96 | 79.26 |
| Correlation (SPY) | 35.9% | 51.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.18 | 1.13 | 0.86 | 0.70 | 0.81 | 0.96 |
| Up Beta | 1.52 | 2.77 | 2.87 | 1.81 | 0.75 | 1.01 |
| Down Beta | 0.53 | 0.47 | 0.47 | 0.54 | 0.92 | 0.87 |
| Up Capture | 194% | 158% | 101% | 62% | 67% | 71% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 13 | 24 | 35 | 65 | 124 | 373 |
| Down Capture | 65% | 44% | -3% | 34% | 87% | 102% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 8 | 17 | 26 | 58 | 124 | 365 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BBT | |
|---|---|---|---|---|
| BBT | 13.3% | 29.2% | 0.43 | - |
| Sector ETF (XLF) | 3.2% | 19.1% | 0.04 | 63.2% |
| Equity (SPY) | 20.3% | 18.8% | 0.85 | 51.2% |
| Gold (GLD) | 68.2% | 26.2% | 1.97 | 5.1% |
| Commodities (DBC) | 19.1% | 17.3% | 0.89 | 14.1% |
| Real Estate (VNQ) | 7.6% | 16.1% | 0.27 | 51.7% |
| Bitcoin (BTCUSD) | -10.5% | 44.3% | -0.12 | 21.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BBT | |
|---|---|---|---|---|
| BBT | 6.9% | 31.7% | 0.26 | - |
| Sector ETF (XLF) | 9.3% | 18.7% | 0.38 | 64.9% |
| Equity (SPY) | 13.0% | 17.0% | 0.60 | 48.2% |
| Gold (GLD) | 23.4% | 17.2% | 1.11 | 0.7% |
| Commodities (DBC) | 11.0% | 19.0% | 0.47 | 12.0% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 44.1% |
| Bitcoin (BTCUSD) | 6.1% | 56.7% | 0.33 | 14.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BBT | |
|---|---|---|---|---|
| BBT | 3.7% | 37.5% | 0.21 | - |
| Sector ETF (XLF) | 12.9% | 22.1% | 0.53 | 70.0% |
| Equity (SPY) | 14.8% | 17.9% | 0.71 | 52.1% |
| Gold (GLD) | 14.4% | 15.6% | 0.76 | -5.4% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 19.6% |
| Real Estate (VNQ) | 5.8% | 20.7% | 0.24 | 49.5% |
| Bitcoin (BTCUSD) | 68.3% | 66.8% | 1.07 | 12.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/28/2026 | 2.7% | 8.3% | 6.7% |
| 10/29/2025 | 4.3% | 13.3% | 13.3% |
| 7/24/2025 | -1.8% | -4.5% | -2.5% |
| 4/24/2025 | 3.2% | 2.2% | 4.0% |
| 1/30/2025 | 2.0% | 5.3% | 0.3% |
| 10/24/2024 | -0.7% | 0.4% | 11.2% |
| 7/18/2024 | 0.6% | 1.4% | -4.2% |
| 4/18/2024 | 2.2% | 8.8% | 13.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 12 | 15 |
| # Negative | 11 | 12 | 9 |
| Median Positive | 2.7% | 5.3% | 8.3% |
| Median Negative | -5.2% | -4.1% | -9.5% |
| Max Positive | 10.3% | 13.3% | 32.6% |
| Max Negative | -16.3% | -28.8% | -23.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/02/2026 | 10-K |
| 09/30/2025 | 11/10/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/03/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 02/27/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Callahan, Mary Anne | Trust | Buy | 11062025 | 24.67 | 4,000 | 98,680 | 428,617 | Form | |
| 2 | Hollister, Thomas J | Thomas J. Hollister IRA | Buy | 11062025 | 24.66 | 4,200 | 103,572 | 184,358 | Form | |
| 3 | Carlson, Carl M | CFO & Chief Strategy Officer | Direct | Buy | 11052025 | 24.69 | 2,000 | 49,380 | 1,868,786 | Form |
| 4 | Hughes, William H Iii | Direct | Buy | 11032025 | 24.26 | 635 | 15,405 | 328,480 | Form | |
| 5 | Hill, Willard I Jr | Direct | Sell | 9162025 | 25.96 | 1,000 | 25,960 | 319,983 | Form |
External Quote Links
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| SeekingAlpha | ValueLine |
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| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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