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    Bankwell Financial (BWFG)

    Market Price (9/21/2026): $66.45 | Market Cap: $522.0 MilSector: Financials | Industry: Regional Banks

    Bankwell Financial (BWFG)

    Market Price (9/21/2026): $66.45
    Market Cap: $522.0 Mil
    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 9.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2%, FCF Yield is 6.6%

    Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -23%

    Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 32%

    Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28%

    Low stock price volatility
    Vol 12M is 25%

    Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.

    Trading close to highs
    Dist 52W High is -2.6%, Dist 3Y High is -2.6%

    Key risks
    BWFG key risks include [1] a high concentration in commercial real estate loans and [2] significant exposure to its top borrowing relationships.

    0 Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2%, FCF Yield is 6.6%
    1 Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -23%
    2 Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 32%
    3 Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28%
    4 Low stock price volatility
    Vol 12M is 25%
    5 Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.
    6 Trading close to highs
    Dist 52W High is -2.6%, Dist 3Y High is -2.6%
    7 Key risks
    BWFG key risks include [1] a high concentration in commercial real estate loans and [2] significant exposure to its top borrowing relationships.

    BWFG in ETFs

    Weight = BWFG's share of each fund

    VTI0.00%
    IWM0.02%
    AVUV0.04%
    VTWO0.01%
    DFAS0.01%
    IWO0.01%
    IWN0.00%
    DFAC0.00%

    Valuation & Metrics

    FYE: 12/31BWFG [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$121.8 Mil—
    FY 2026 Sales$130.0 Mil—
    FY 2027 Sales$138.5 Mil—
    FY 2026 Sales Growth6.7%—
    FY 2027 Sales Growth6.5%12.9%
    EARNINGS
    LTM Net Income (GAAP) [3]$42.9 Mil—
    FY 2026 Net Income (Non-GAAP)$45.1 Mil—
    FY 2027 Net Income (Non-GAAP)$46.3 Mil—
    FY 2027 Net Income Growth2.5%18.1%
    FY 2026 EPS (Non-GAAP)$5.77—
    FY 2027 EPS (Non-GAAP)$5.92—
    FY 2027 EPS Growth2.5%—
    VALUATION
    FY 2026 P/S4.01.6
    FY 2027 P/S3.8—
    FY 2026 P/E11.67.4
    FY 2027 P/E11.3—

    [1] BWFG forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 9/30/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    BWFGS&P 500
    REVENUE GROWTHVERY GOOD
    Rev LTM ($ Bil)0.1
    Rev Chg Q26.3%9.1%
    Rev Chg LTM31.6%8.3%
    Rev Chg 3Y Avg6.7%5.8%
    PROFITABILITYVERY GOOD
    Op Inc LTM ($ Bil)�
    CFO LTM ($ Bil)0.0
    Net Inc LTM ($ Bil)0.0
    CFO/Rev LTM29.4%21.8%
    Net Inc Mgn35.2%13.1%
    VALUATIONLOW
    P/S4.33.1
    P/CFO14.614.7
    P/FCF15.119.1
    P/E12.222.4

    AI Analysis | Feedback

    MetricValueDateSource
    Number of Employees1449302025Link
    Number of Branches911062025Link
    Efficiency Ratio56.1%6302025Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 9/11/2026

    Bankwell Financial (BWFG) stock has gained about 30% since 5/31/2026 because of the following key factors:

    1. Strong Fiscal Q2 2026 Earnings Beat and Elevated Outlook.

    Bankwell Financial Group reported GAAP net income of $12.4 million, or $1.52 per share, for fiscal Q2 2026, which ended in June 2026. This performance significantly exceeded analyst consensus estimates of $1.29 per share by approximately 18%. Following these results, management raised its full-year 2026 guidance, projecting loan growth between 5% and 7% and net interest income in the range of $115 million to $117 million.

    2. Significant Net Interest Margin Expansion and Enhanced Efficiency.

    The company demonstrated a robust improvement in profitability with its net interest margin expanding by 30 basis points to 3.58% in fiscal Q2 2026, primarily due to favorable repricing dynamics and a 16-basis-point decrease in total deposit costs to 2.94%. Alongside this, Bankwell Financial Group's efficiency ratio improved to a "peer-leading" 47.5% for fiscal Q2 2026, a notable reduction from 55.8% in fiscal Q1 2026, contributing to a 31.4% increase in pre-provision net revenue to $17.5 million.

    Show more
    Updated on 9/11/2026

    Bankwell Financial (BWFG) stock has gained about 30% since 5/31/2026 because of the following key factors:

    1. Strong Fiscal Q2 2026 Earnings Beat and Elevated Outlook.

    Bankwell Financial Group reported GAAP net income of $12.4 million, or $1.52 per share, for fiscal Q2 2026, which ended in June 2026. This performance significantly exceeded analyst consensus estimates of $1.29 per share by approximately 18%. Following these results, management raised its full-year 2026 guidance, projecting loan growth between 5% and 7% and net interest income in the range of $115 million to $117 million.

    2. Significant Net Interest Margin Expansion and Enhanced Efficiency.

    The company demonstrated a robust improvement in profitability with its net interest margin expanding by 30 basis points to 3.58% in fiscal Q2 2026, primarily due to favorable repricing dynamics and a 16-basis-point decrease in total deposit costs to 2.94%. Alongside this, Bankwell Financial Group's efficiency ratio improved to a "peer-leading" 47.5% for fiscal Q2 2026, a notable reduction from 55.8% in fiscal Q1 2026, contributing to a 31.4% increase in pre-provision net revenue to $17.5 million.

    3. Substantial Core Deposit Growth and Robust Loan Origination.

    Bankwell Financial Group experienced strong organic growth in fiscal Q2 2026, marked by a $128 million increase in core deposits. This growth facilitated a $43.7 million reduction in wholesale funding. The company's gross loans expanded by $93.1 million, or 3.2%, reaching $3.0 billion by June 30, 2026, driven by $268.2 million in funded originations during the quarter.

    4. Positive Analyst Upgrades and Raised Price Targets.

    The favorable financial performance led to increased confidence from market analysts. Zacks Research upgraded Bankwell Financial Group's stock to a "strong-buy" rating on July 27, 2026. Additionally, Keefe, Bruyette & Woods raised its price target for the company from $62.00 to $72.00 and reiterated an "outperform" rating on July 28, 2026. As of September 11, 2026, the stock maintains a consensus "Buy" rating with an average target price of $67.50.

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    Stock Movement Drivers

    Fundamental Drivers

    The 28.0% change in BWFG stock from 5/31/2026 to 9/20/2026 was primarily driven by a 20.2% change in the company's P/E Multiple.
    (LTM values as of)53120269202026Change
    Stock Price ($)52.1666.7628.0%
    Change Contribution By: 
    Total Revenues ($ Mil)1151225.9%
    Net Income Margin (%)34.4%35.2%2.2%
    P/E Multiple10.212.220.2%
    Shares Outstanding (Mil)88-1.7%
    Cumulative Contribution28.0%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    5/31/2026 to 9/20/2026
    ReturnCorrelation
    BWFG28.0% 
    Market (SPY)0.9%-5.8%
    Sector (XLF)8.3%38.3%

    Fundamental Drivers

    The 43.9% change in BWFG stock from 2/28/2026 to 9/20/2026 was primarily driven by a 22.8% change in the company's Total Revenues ($ Mil).
    (LTM values as of)22820269202026Change
    Stock Price ($)46.3866.7643.9%
    Change Contribution By: 
    Total Revenues ($ Mil)9912222.8%
    Net Income Margin (%)29.3%35.2%20.3%
    P/E Multiple12.412.2-1.6%
    Shares Outstanding (Mil)88-1.0%
    Cumulative Contribution43.9%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    2/28/2026 to 9/20/2026
    ReturnCorrelation
    BWFG43.9% 
    Market (SPY)11.6%13.2%
    Sector (XLF)9.2%39.4%

    Fundamental Drivers

    The 60.4% change in BWFG stock from 8/31/2025 to 9/20/2026 was primarily driven by a 56.1% change in the company's Net Income Margin (%).
    (LTM values as of)83120259202026Change
    Stock Price ($)41.6366.7660.4%
    Change Contribution By: 
    Total Revenues ($ Mil)9312231.6%
    Net Income Margin (%)22.5%35.2%56.1%
    P/E Multiple15.512.2-21.2%
    Shares Outstanding (Mil)88-1.0%
    Cumulative Contribution60.4%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    8/31/2025 to 9/20/2026
    ReturnCorrelation
    BWFG60.4% 
    Market (SPY)19.4%19.4%
    Sector (XLF)4.7%47.0%

    Fundamental Drivers

    The 175.5% change in BWFG stock from 8/31/2023 to 9/20/2026 was primarily driven by a 136.4% change in the company's P/E Multiple.
    (LTM values as of)83120239202026Change
    Stock Price ($)24.2466.76175.5%
    Change Contribution By: 
    Total Revenues ($ Mil)10512216.2%
    Net Income Margin (%)33.9%35.2%3.7%
    P/E Multiple5.212.2136.4%
    Shares Outstanding (Mil)88-3.3%
    Cumulative Contribution175.5%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    8/31/2023 to 9/20/2026
    ReturnCorrelation
    BWFG175.5% 
    Market (SPY)75.6%43.4%
    Sector (XLF)69.8%56.1%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    BWFG Return72%-8%6%6%50%47%296%
    Peers Return91%-15%17%0%16%28%183%
    S&P 500 Return27%-19%24%23%16%12%103%

    Monthly Win Rates [3]
    BWFG Win Rate75%50%58%50%75%78% 
    Peers Win Rate80%42%52%48%57%69% 
    S&P 500 Win Rate75%42%67%75%67%44% 

    Max Drawdowns [4]
    BWFG Max Drawdown-11%-21%-31%-23%-15%-9% 
    Peers Max Drawdown-17%-35%-44%-30%-25%-13% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: NBTB, VLY, CNOB, CUBI, PGC.
    [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 9/18/2026 (YTD)

    How Low Can It Go

    EventBWFGS&P 500
    2025 US Tariff Shock
      % Loss-12.4%-18.8%
      % Gain to Breakeven14.2%23.1%
      Time to Breakeven16 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-10.3%-9.5%
      % Gain to Breakeven11.5%10.5%
      Time to Breakeven10 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-30.6%-6.7%
      % Gain to Breakeven44.1%7.1%
      Time to Breakeven236 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-11.4%-24.5%
      % Gain to Breakeven12.9%32.4%
      Time to Breakeven116 days427 days
    2020 COVID-19 Crash
      % Loss-55.9%-33.7%
      % Gain to Breakeven126.9%50.9%
      Time to Breakeven339 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-14.5%-19.2%
      % Gain to Breakeven17.0%23.8%
      Time to Breakeven59 days105 days

    Compare to NBTB, VLY, CNOB, CUBI, PGC

    In The Past

    Bankwell Financial's stock fell -12.4% during the 2025 US Tariff Shock. Such a loss loss requires a 14.2% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventBWFGS&P 500
    2023 SVB Regional Banking Crisis
      % Loss-30.6%-6.7%
      % Gain to Breakeven44.1%7.1%
      Time to Breakeven236 days31 days
    2020 COVID-19 Crash
      % Loss-55.9%-33.7%
      % Gain to Breakeven126.9%50.9%
      Time to Breakeven339 days140 days
    2008-2009 Global Financial Crisis
      % Loss-47.5%-53.4%
      % Gain to Breakeven90.5%114.4%
      Time to Breakeven432 days1085 days

    Compare to NBTB, VLY, CNOB, CUBI, PGC

    In The Past

    Bankwell Financial's stock fell -12.4% during the 2025 US Tariff Shock. Such a loss loss requires a 14.2% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Bankwell Financial (BWFG)

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    Bankwell Financial Group, Inc. (BWFG) operates as the holding company for Bankwell Bank, a community-focused financial institution primarily serving individual and commercial customers. Headquartered in New Canaan, Connecticut, the bank provides a comprehensive range of traditional banking services, focusing on both attracting deposits and extending various types of loans within its local market.

    The company's core products include a variety of traditional depository accounts such as checking, savings, money market accounts, and certificates of deposit. On the lending side, Bankwell offers a diverse portfolio that encompasses first mortgage loans for owner-occupied residential properties, home equity loans and lines of credit, and commercial real estate loans, including those for multi-family dwellings, commercial development projects, and investor-owned properties. Additionally, it provides commercial business loans, land loans, and personal loans, both secured and unsecured.

    Bankwell's primary customers are individual consumers seeking personal banking and lending solutions, as well as businesses and real estate developers requiring commercial financing and services. The company's market reach is concentrated in specific communities across Connecticut, where it maintains physical branches in towns such as New Canaan, Stamford, Fairfield, Wilton, Westport, Darien, Norwalk, and Hamden.

    ```

    AI Analysis | Feedback

    Here are 1-3 brief analogies for Bankwell Financial (BWFG):

    • It's like Bank of America for a handful of Connecticut towns.
    • Think of it as a neighborhood JPMorgan Chase in specific Connecticut communities.

    AI Analysis | Feedback

    • Depository Products: Offers traditional checking, savings, money market accounts, and certificates of deposit.
    • Residential Mortgage Loans: Provides first mortgage loans secured by one-to-four family owner-occupied residential properties.
    • Home Equity Loans and Lines of Credit: Offers home equity loans and lines of credit secured by owner-occupied residential properties.
    • Commercial Real Estate Loans: Provides loans secured by commercial real estate, multi-family dwellings, and investor-owned one-to-four family dwellings.
    • Commercial Construction Loans: Funds commercial development projects including apartment buildings, condominiums, and various commercial properties.
    • Commercial Business Loans: Offers loans to businesses, typically secured by corporate assets and personal guarantees.
    • Secured and Unsecured Personal Loans: Provides land loans, loans secured by savings, certificates, or automobiles, as well as unsecured personal loans and overdraft lines of credit.

    AI Analysis | Feedback

    Bankwell Financial (BWFG) primarily serves two broad categories of customers: individuals and businesses. Based on the services described, these can be further refined into the following three categories:

    • Individual Customers: These include individuals seeking traditional depository products (checking, savings, money market, certificates of deposit), first mortgage loans for personal use, home equity loans and lines of credit, and unsecured personal loans or overdraft lines of credit.
    • Commercial Real Estate Clients: This category encompasses businesses and investors involved in commercial real estate, multi-family dwellings, investor-owned one-to-four family dwellings, and commercial development projects (such as apartment buildings, condominiums, office buildings, retail, and other income-producing properties). They are served through commercial real estate loans, commercial construction loans, and land loans.
    • General Business Clients: These are various commercial enterprises seeking commercial business loans, typically secured by assignments of corporate assets and personal guarantees of business owners, as well as general business banking services including traditional depository products.

    AI Analysis | Feedback

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    AI Analysis | Feedback

    Christopher Gruseke, Chief Executive Officer

    Christopher Gruseke has over 25 years of finance experience. He previously held roles as a Managing Director of CRT Capital and Co-Chief Operating Officer at Greenwich Capital Markets. Mr. Gruseke was a founding investor and Director of Bankwell Financial Group's predecessors, BNC Financial Group, and The Bank of New Canaan, and later re-joined Bankwell as Chief Strategic Officer before being appointed CEO and President in 2015.

    Courtney Sacchetti, Executive Vice President & Chief Financial Officer

    Courtney Sacchetti was promoted to Chief Financial Officer in 2023 and has over 18 years of diverse finance and regulatory experience. She began her career at GE Capital in the Financial Management Program and joined Bankwell in 2017.

    Ryan Hildebrand, Executive Vice President & Chief Innovation Officer

    Ryan Hildebrand brings extensive experience in financial innovation. He co-founded the business banking startup Seed, which was acquired by Cross River Bank in 2019. He also served as head of Finance and Strategy at Simple, playing a crucial role in its sale to BBVA.

    Christine A. Chivily, Executive Vice President & Chief Credit Officer

    Christine Chivily has over 35 years of banking and real estate finance experience, including roles as Risk Manager at People's United Bank and Director of Freddie Mac's New England region. She joined Bankwell in 2014.

    Matthew McNeill, President & Chief Banking Officer

    Matthew McNeill has over 20 years of commercial banking experience. His background includes roles at HSBC, Santander, and Metropolitan Commercial Bank, where he was head of Commercial Lending. He joined Bankwell in 2020.

    AI Analysis | Feedback

    The key risks to Bankwell Financial (BWFG) are:

    1. Commercial Real Estate (CRE) Concentration: Bankwell Financial Group's loan portfolio is heavily weighted towards commercial real estate, which is identified as a key risk for the company. As of the third quarter, 69.8% of the bank's loan mix was in commercial real estate, with nearly 60% of that being non-owner-occupied CRE. When residential real estate and construction loans are included, approximately 77.3% of its loans are allocated to some form of real estate. This high concentration exposes Bankwell Financial to elevated risk compared to institutions with more diversified loan portfolios.
    2. Cybersecurity Risk: Community banks, including Bankwell Financial, face significant cybersecurity threats due to their increasing reliance on cloud banking and potentially fewer resources for robust protection compared to larger institutions. A data breach at Bankwell Financial Group was discovered on January 24, 2025, involving 2GB of data leaked by a threat actor. Such incidents can lead to financial losses, reputational damage, and regulatory penalties.
    3. Credit Risk: As a community bank, Bankwell Financial is inherently exposed to credit risk, which is the risk that borrowers will default on loans or fail to make timely payments. The company offers various traditional depository products and a wide range of lending services, including mortgages, home equity loans, commercial construction loans, and commercial business loans. Community banks often have a higher concentration of loans to small businesses and individuals, increasing their exposure to this fundamental banking risk.

    AI Analysis | Feedback

    Clear Emerging Threats for Bankwell Financial (BWFG):

    • Digital-only banks (Neobanks): These institutions operate entirely online or through mobile apps, often offering lower fees, higher interest rates on deposits, and highly streamlined digital user experiences without the overhead of physical branches. This directly threatens Bankwell's traditional deposit base (checking, savings, money market, certificates of deposit) and customer acquisition, particularly among customers who prioritize digital convenience over in-person banking.
    • Specialized Fintech Lending Platforms: Various financial technology companies are emerging that specialize in specific lending products (e.g., online mortgage lenders, small business loan platforms, personal loan aggregators). These platforms can offer faster application processes, quicker approvals, and potentially more competitive rates in their niches, directly challenging Bankwell's offerings in first mortgage loans, home equity loans, commercial real estate loans, and commercial business loans.

    AI Analysis | Feedback

    Bankwell Financial (symbol: BWFG) operates in the Connecticut market. The addressable market sizes for some of its main products and services in this region are as follows: * The Commercial Banking industry in Connecticut is projected to have a market size of $14.7 billion in 2026. This category would encompass commercial real estate loans, commercial construction loans, and commercial business loans. * Total deposits across all banks in Connecticut amount to $168 billion. This represents the market for traditional depository products, including checking, savings, money market, and certificates of deposit. * New home loans booked in Connecticut totaled $10.3 billion in 2024. This indicates the market size for first mortgage loans secured by residential properties. * Small business loans in Connecticut represent a market of $6.5 billion.

    AI Analysis | Feedback

    Bankwell Financial (BWFG) anticipates several key drivers to fuel its revenue growth over the next two to three years, primarily stemming from strategic loan portfolio expansion, enhanced non-interest income from Small Business Administration (SBA) lending, improvements in its net interest margin, and targeted market expansion.

    One significant driver is the projected growth in its loan portfolio, particularly within commercial lending. The company reported net loan growth of 5% in 2025, reaching $134 million, and expects further loan growth of 4% to 5% in 2026. This growth is concentrated in commercial and industrial (C&I) lending over investor real estate, and includes increases in commercial real estate and commercial business loans.

    Another crucial element for revenue growth is the expansion of non-interest income, largely driven by SBA lending and associated gain on sale income. Bankwell Financial reported a 35% increase in non-interest income in the fourth quarter of 2025, with $2.2 million from SBA loan sale gains. Management projects SBA originations to increase to approximately $100 million in 2026, up from $68 million in 2025, contributing to an expected total non-interest income of $11 million to $12 million for 2026.

    The company also expects to benefit from improved net interest margin (NIM) through reduced deposit funding costs and higher loan yields. In the fourth quarter of 2025, Bankwell's net interest margin rose to 3.40%, attributed to a 15 basis point decline in deposit costs. This trend is supported by an improved funding profile and strategic initiatives in deposit gathering, including the repricing of time deposits at lower rates, which is anticipated to generate annualized interest expense savings. New loan originations are also yielding higher rates, further boosting the net interest margin.

    Finally, market expansion into new geographic areas is expected to contribute to future revenue. Bankwell Financial opened a new full-service branch in Brooklyn, New York, in the first quarter of 2026, following regulatory approvals. This expansion broadens the company's presence into the New York City market, offering new opportunities for customer acquisition and commercial lending activities.

    AI Analysis | Feedback

    Share Repurchases

    • A share repurchase plan, approved in 2018 and amended in 2021, led to the repurchase of 532,802 shares of common stock before its termination in October 2024.
    • In October 2024, Bankwell Financial Group authorized a new share repurchase plan allowing for the buyback of up to 250,000 shares of its outstanding common stock.
    • In the first quarter of 2025, 29,924 shares were repurchased at a weighted average price of $30.46 per share, and in the second quarter of 2025, 14,626 shares were repurchased at a weighted average price of $28.86 per share. Additionally, in the fourth quarter of 2025, share repurchases amounted to $1.3 million.

    Share Issuance

    • Restricted stock grants to directors were a form of share issuance, with grants including 1,600 shares in December 2022, 1,600 shares in December 2023, and 1,800 shares in February 2025, under the company's stock plans.

    Capital Expenditures

    • In 2025, the company focused on strategic investments aimed at revenue-generating efforts.
    • For 2026, Bankwell Financial plans ongoing investments in its people, infrastructure, and operational capabilities.
    • The company opened a new full-service branch in Brooklyn, New York, in early 2026, expanding its branch network.

    Peer Outperformance in Regional Banks

    BWFG has outperformed 94% of its 264 Regional Banks peers over 5Y. Regional Banks ranks 7th of 18 industries in Financials by median 5Y return.
    Share of Regional Banks constituents that BWFG has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
    1Y
    90%
    of 288 industry peers · 48.7% return
    3Y
    98%
    of 277 industry peers · 190.4% return
    5Y
    94%
    of 264 industry peers · 165.0% return
    No Regional Banks peer with a comparable growth profile has beaten BWFG by more than 20pp over 5Y.
    Median price return by industry across the Financials sector, ranked by 5Y. Regional Banks is BWFG's own industry. Use this to see which corners of the sector have carried the returns.
    Industry Names 1Y med3Y med5Y med Top 3 by 5Y
    Reinsurance 6 24.2%70.6%133.7% SPNT 170% · RGA 154% · RNR 140%
    Investment Banking & Brokerage 13 -1.7%105.1%116.5% IBKR 527% · SNEX 257% · HOOD 183%
    Diversified Banks 12 27.5%129.8%116.3% CM 161% · JPM 159% · RY 149%
    Life & Health Insurance 20 8.6%57.6%105.8% JXN 534% · UNM 373% · FG 207%
    Multi-Sector Holdings 4 6.8%50.2%87.3% JONE 361% · VOYA 88% · BRK-B 87%
    Property & Casualty Insurance 42 9.6%67.5%67.8% ASIC 2760900% · HRTG 445% · UVE 331%
    Regional Banks ← 265 23.9%91.7%67.1% ESQ 391% · GCBC 340% · VBNK 335%
    Multi-line Insurance 9 8.8%71.2%64.1% GNW 201% · L 112% · SLF 104%
    Financial Exchanges & Data 15 -0.1%17.4%32.7% VIRT 184% · CBOE 135% · CME 83%
    Diversified Financial Services 4 -7.3%22.1%32.6% FRHC 168% · EQH 119% · TMS -54%
    Consumer Finance 30 1.7%89.6%26.9% ENVA 447% · EZPW 319% · FCFS 168%
    Insurance Brokers 16 -15.1%-6.3%20.3% LIFE 200% · ARX 87% · AJG 70%
    Commercial & Residential Mortgage Finance 14 -50.2%32.8%13.9% FNMA 454% · FMCC 436% · ACT 204%
    Asset Management & Custody Banks 84 -11.7%17.6%12.0% WT 348% · SII 279% · VCTR 274%
    Specialized Finance 3 14.0%42.2%-2.8% EFC 27% · CACC -3% · HASI -16%
    Mortgage REITs 33 -13.0%7.4%-16.5% NREF 53% · RITM 42% · DX 34%
    Transaction & Payment Processing Services 15 -1.0%-5.9%-42.9% V 74% · MA 73% · CPAY 58%
    Diversified Capital Markets 20 -36.3%20.7%-48.1% OPY 196% · LPLA 136% · GOLD 90%
    Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

    Latest Trefis Analyses

    Title
    0ARTICLES

    Recent Active Movers

    Top Gainers

    TickerCompanyMkt Cap (B)1W RtnYTD Rtn
    SDGRSchrodinger2.252.6%62.3%
    PSPershing Square19.932.3%106.6%
    BBNXBeta Bionics1.032.1%-28.2%
    TEMTempus AI14.031.9%31.8%
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    TWSTTwist Bioscience10.431.3%426.5%
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    GEMIGemini Space Station0.730.3%-41.4%
    RUMRumble2.626.8%43.8%
    ALMRAlamar Biosciences2.025.0%58.4%

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    ADBTAdvasa0.1-47.1%-98.0%
    SWMRSwarmer0.4-39.4%-22.6%
    ALHCAlignment Healthcare1.7-33.8%-57.7%
    XENEXenon Pharmaceuticals4.0-32.2%-11.3%
    FLNCFluence Energy1.0-26.3%-63.0%
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    DMRADamora Therapeutics1.4-19.6%-1.8%
    IONSIonis Pharmaceuticals7.4-18.0%-43.8%

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    TickerCompanyMkt Cap (B)1M RtnYTD Rtn
    SECZSecuritize1.680.1%-11.7%
    FWDIForward Industries0.755.9%16.5%
    PURRHyperliquid Strategies1.750.1%295.8%
    GEMIGemini Space Station0.747.8%-41.4%
    MSTRStrategy54.347.6%1.3%
    SMTCSemtech17.247.6%151.1%
    CVICVR Energy5.446.3%112.4%
    SDGRSchrodinger2.246.2%62.3%
    EMATEvolution Metals & Technologies2.541.1%-81.1%
    ACVAACV Auctions1.840.3%30.7%

    Top Losers

    TickerCompanyMkt Cap (B)1M RtnYTD Rtn
    ALMSAlumis1.0-67.6%-20.4%
    IESCIES12.8-47.5%-17.2%
    SWMRSwarmer0.4-46.9%-22.6%
    RAREUltragenyx Pharmaceutical1.5-44.7%-36.9%
    TTANServiceTitan5.2-42.1%-48.3%
    FLNCFluence Energy1.0-39.4%-63.0%
    KRMNKarman4.7-38.6%-51.1%
    XENEXenon Pharmaceuticals4.0-36.2%-11.3%
    DYNDyne Therapeutics2.8-36.1%-12.5%
    DKSDick's Sporting Goods10.7-36.1%-37.5%

    More From Trefis

    Research & Analysis

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    Wealth Management

    Peer Comparisons

    Peers to compare with:

    Financials

    BWFGNBTBVLYCNOBCUBIPGCMedian
    NameBankwell.NBT Banc.Valley N.ConnectO.Customer.Peapack . 
    Mkt Price66.7651.5113.5931.5977.6145.2848.39
    Mkt Cap0.52.77.51.62.60.82.1
    Rev LTM1227402,153461906310600
    Op Inc LTM-------
    FCF LTM34246575128229102178
    FCF 3Y Avg291964548617263129
    CFO LTM36262575135381111198
    CFO 3Y Avg292104549126772150

    Growth & Margins

    BWFGNBTBVLYCNOBCUBIPGCMedian
    NameBankwell.NBT Banc.Valley N.ConnectO.Customer.Peapack . 
    Rev Chg LTM31.6%19.4%12.6%59.9%38.3%26.1%28.8%
    Rev Chg 3Y Avg6.7%13.3%3.0%19.1%16.2%10.1%11.7%
    Rev Chg Q26.3%9.1%13.3%44.6%10.6%24.3%18.8%
    QoQ Delta Rev Chg LTM5.9%2.1%3.1%8.9%2.4%5.6%4.4%
    Op Inc Chg LTM-------
    Op Inc Chg 3Y Avg-------
    Op Mgn LTM-------
    Op Mgn 3Y Avg-------
    QoQ Delta Op Mgn LTM-------
    CFO/Rev LTM29.4%35.4%26.7%29.2%42.0%35.7%32.4%
    CFO/Rev 3Y Avg28.9%32.7%23.0%26.8%35.3%27.1%28.0%
    FCF/Rev LTM28.3%33.2%26.7%27.7%25.3%32.9%28.0%
    FCF/Rev 3Y Avg28.0%30.6%23.0%25.3%23.3%23.4%24.3%

    Valuation

    BWFGNBTBVLYCNOBCUBIPGCMedian
    NameBankwell.NBT Banc.Valley N.ConnectO.Customer.Peapack . 
    Mkt Cap0.52.77.51.62.60.82.1
    P/S4.33.63.53.42.92.63.5
    P/Op Inc-------
    P/EBIT-------
    P/E12.212.510.99.99.015.511.5
    P/CFO14.610.213.111.86.97.211.0
    Total Yield9.4%10.9%12.5%12.4%11.1%6.9%11.0%
    Dividend Yield1.2%2.9%3.3%2.3%0.0%0.5%1.8%
    FCF Yield 3Y Avg10.0%9.0%8.7%8.1%7.8%10.4%8.9%
    D/E0.20.10.50.60.90.10.3
    Net D/E-0.2-0.10.3-0.0-0.9-0.2-0.2

    Returns

    BWFGNBTBVLYCNOBCUBIPGCMedian
    NameBankwell.NBT Banc.Valley N.ConnectO.Customer.Peapack . 
    1M Rtn0.7%-0.3%-3.3%-2.1%-2.7%-0.7%-1.4%
    3M Rtn19.2%11.2%-2.8%-2.1%2.4%1.3%1.8%
    6M Rtn44.6%28.5%17.7%23.3%17.2%36.8%25.9%
    12M Rtn48.7%23.1%28.4%25.7%16.7%56.7%27.1%
    3Y Rtn190.4%83.3%85.7%95.7%140.7%79.5%90.7%
    1M Excs Rtn2.5%1.1%-4.4%-0.7%-0.7%1.2%0.2%
    3M Excs Rtn17.2%9.2%-4.8%-4.1%0.4%-0.7%-0.2%
    6M Excs Rtn29.1%11.9%0.9%6.2%1.5%18.6%9.1%
    12M Excs Rtn34.5%8.6%15.3%13.4%-0.1%39.6%14.3%
    3Y Excs Rtn108.7%3.3%3.2%15.9%58.6%4.9%10.4%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 12/312026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q3
    Period End6/30/20263/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/2023
    Filing Date8/5/20265/6/20263/4/202611/5/20258/6/20255/7/20253/5/202511/6/20248/7/20245/8/20243/12/202411/8/2023
    Key Financials Quarterly            
    Total Revenue333030282624212222222323
    Net Income1211910973214910
    EPS1.551.421.161.281.150.880.320.240.140.481.091.25
    Key Financials TTM            
    Total Revenue TTM1221151089993898789919499103
    Net Income TTM434035292113101523303736
    Growth Rates Quarterly            
    Total Revenue Growth26.3%28.2%43.3%30.2%18.5%6.8%-9.5%-6.8%-13.7%-18.5%-14.5%-6.1%
    Net Income Growth36.1%63.7%208.6%423.3%712.9%83.0%-65.2%-80.3%-86.0%-63.7%6.3%6.6%
    Margins Quarterly            
    Net Income Margin37.7%37.3%30.2%35.4%35.0%29.2%14.0%8.8%5.1%17.1%36.5%41.6%
    Cash & Debt            
    Total Cash221249249310346314325385342353277355
    Total Debt100130180145145110159159159159159159
    Net Debt / (Cash)-121-119-70-165-201-204-166-225-183-194-118-196
    Cash Flows Quarterly            
    FCF from Operations1088106414-179-113
    Cash Flows TTM            
    FCF from Operations TTM363228352425301528343250
    Returns to Shareholders Quarterly            
    Dividends222222222222
    Share Repurchases-00-0-001-0011-0-0
    Return on Invested Capital (ROIC) Quarterly            
    ROIC60351.2%2561.0%72.7%---------
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM52279.3%2247.9%69.9%---------

    Segment Financials

    Revenue by Segment
    $ Mil20252024202320222021
    Single Segment10887999874
    Total10887999874


    Price Behavior

    Price Behavior
    Market Price$66.76 
    Market Cap ($ Bil)0.5 
    First Trading Date08/12/2008 
    Distance from 52W High-2.6% 
       50 Days200 Days
    DMA Price$65.26$53.84
    DMA Trendupup
    Distance from DMA2.3%24.0%
     3M1YR
    Volatility23.4%25.2%
    Downside Capture-32.5223.35
    Upside Capture64.0565.85
    Correlation (SPY)-5.9%19.6%
    BWFG Betas & Captures as of 8/31/2026

     1M2M3M6M1Y3Y
    Beta-0.18-0.11-0.200.210.380.88
    Up Beta0.21-0.89-0.94-0.130.310.97
    Down Beta-0.21-1.47-0.62-0.090.260.82
    Up Capture-55%84%74%73%59%88%
    Bmk +ve Days10213268138427
    Stock +ve Days10223875147410
    Down Capture-10%19%-40%7%25%91%
    Bmk -ve Days11213259113324
    Stock -ve Days10192551103339

    [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 BWFG
    BWFG50.6%25.2%1.58-
    Sector ETF (XLF)4.5%14.6%0.0848.2%
    Equity (SPY)16.9%12.9%0.9419.5%
    Gold (GLD)19.1%29.3%0.60-3.0%
    Commodities (DBC)46.3%20.6%1.73-23.6%
    Real Estate (VNQ)4.9%13.6%0.1039.9%
    Bitcoin (BTCUSD)-30.6%44.3%-0.709.8%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with BWFG
    BWFG21.5%28.5%0.69-
    Sector ETF (XLF)10.1%18.4%0.4152.3%
    Equity (SPY)12.9%17.2%0.5740.8%
    Gold (GLD)19.1%18.8%0.83-0.4%
    Commodities (DBC)11.2%19.5%0.454.9%
    Real Estate (VNQ)1.1%18.8%-0.0538.0%
    Bitcoin (BTCUSD)12.5%52.5%0.4216.9%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with BWFG
    BWFG13.8%30.9%0.48-
    Sector ETF (XLF)12.9%22.1%0.5356.1%
    Equity (SPY)15.1%18.0%0.7244.7%
    Gold (GLD)12.1%16.4%0.61-2.1%
    Commodities (DBC)8.3%18.1%0.3713.3%
    Real Estate (VNQ)4.4%20.7%0.1843.6%
    Bitcoin (BTCUSD)62.6%66.2%1.0212.5%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date8312026
    Short Interest: Shares Quantity0.5 Mil
    Short Interest: % Change Since 815202615.2%
    Average Daily Volume0.1 Mil
    Days-to-Cover Short Interest8.3 days
    Basic Shares Quantity7.9 Mil
    Short % of Basic Shares6.1%

    Returns Analyses

    Earnings Returns History

    Updated 8/25/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/23/20261.8%14.4%11.4%
    4/22/20261.9%6.3%7.2%
    1/29/20261.7%7.4%-0.2%
    10/23/20250.6%-1.4%1.1%
    7/28/20256.5%4.5%12.6%
    4/23/20254.9%11.5%11.7%
    1/22/20253.4%5.1%3.6%
    10/28/2024-0.7%-2.5%18.4%
    ...
    SUMMARY STATS   
    # Positive191820
    # Negative564
    Median Positive1.8%5.4%6.3%
    Median Negative-0.7%-1.9%-2.3%
    Max Positive6.5%14.4%28.7%
    Max Negative-4.7%-6.2%-15.0%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/23/20261.8%14.4%11.4%
    4/22/20261.9%6.3%7.2%
    1/29/20261.7%7.4%-0.2%
    10/23/20250.6%-1.4%1.1%
    7/28/20256.5%4.5%12.6%
    4/23/20254.9%11.5%11.7%
    1/22/20253.4%5.1%3.6%
    10/28/2024-0.7%-2.5%18.4%
    7/24/2024-0.3%6.4%4.0%
    4/24/2024-4.7%-5.6%-2.2%
    1/24/20241.4%-6.2%-15.0%
    10/25/20232.2%3.2%18.0%
    7/26/20230.9%1.9%-2.3%
    4/26/20233.6%-1.2%4.0%
    1/25/2023-0.1%0.6%1.3%
    10/26/20222.4%4.9%5.6%
    7/27/20221.5%0.3%1.9%
    4/27/20220.3%7.7%4.2%
    1/26/20221.9%3.7%6.9%
    10/27/20212.3%6.1%4.2%
    7/28/20210.4%5.7%8.2%
    4/28/20211.4%5.8%5.2%
    1/27/2021-0.7%2.9%28.7%
    10/28/20201.2%-0.8%18.0%
    SUMMARY STATS   
    # Positive191820
    # Negative564
    Median Positive1.8%5.4%6.3%
    Median Negative-0.7%-1.9%-2.3%
    Max Positive6.5%14.4%28.7%
    Max Negative-4.7%-6.2%-15.0%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    06/30/202608/05/202610-Q
    03/31/202605/06/202610-Q
    12/31/202503/04/202610-K
    09/30/202511/05/202510-Q
    06/30/202508/06/202510-Q
    03/31/202505/07/202510-Q
    12/31/202403/05/202510-K
    09/30/202411/06/202410-Q
    06/30/202408/07/202410-Q
    03/31/202405/08/202410-Q
    12/31/202303/12/202410-K
    09/30/202311/08/202310-Q
    06/30/202308/09/202310-Q
    03/31/202305/10/202310-Q
    12/31/202203/08/202310-K
    09/30/202211/07/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    06/30/202608/05/202610-Q
    03/31/202605/06/202610-Q
    12/31/202503/04/202610-K
    09/30/202511/05/202510-Q
    06/30/202508/06/202510-Q
    03/31/202505/07/202510-Q
    12/31/202403/05/202510-K
    09/30/202411/06/202410-Q
    06/30/202408/07/202410-Q
    03/31/202405/08/202410-Q
    12/31/202303/12/202410-K
    09/30/202311/08/202310-Q
    06/30/202308/09/202310-Q
    03/31/202305/10/202310-Q
    12/31/202203/08/202310-K
    09/30/202211/07/202210-Q
    06/30/202208/08/202210-Q
    03/31/202205/06/202210-Q
    12/31/202103/08/202210-K
    09/30/202111/08/202110-Q
    06/30/202108/06/202110-Q
    03/31/202105/07/202110-Q
    12/31/202003/10/202110-K
    09/30/202011/04/202010-Q
    06/30/202008/10/202010-Q
    03/31/202005/11/202010-Q
    12/31/201902/28/202010-K
    09/30/201911/01/201910-Q

    Recent Forward Guidance

    Updated 7/27/2026

    Latest: Q2 2026 Earnings Reported 7/23/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    2026 Loan GrowthReported5.0%6.0%7.0%  Raised
    2026 Net Interest IncomeReported115.00 Mil116.00 Mil117.00 Mil  Raised
    2026 Non-interest IncomeReported12.00 Mil12.50 Mil13.00 Mil0 AffirmedGuidance: 12.50 Mil for 2026
    2026 Non-interest ExpenseReported65.00 Mil66.00 Mil67.00 Mil2.3% RaisedGuidance: 64.50 Mil for 2026


    Prior: Q1 2026 Earnings Reported 4/22/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    2026 Non-Interest IncomeReported12.00 Mil12.50 Mil13.00 Mil  RaisedGuidance: 11.50 Mil for 2026
    2026 Non-Interest ExpenseReported64.00 Mil64.50 Mil65.00 Mil0 AffirmedGuidance: 64.50 Mil for 2026

    Insider Activity

    Updated 9/9/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Dale, Eric J Deferred Compensation PlanBuy909202667.1153035,5682,887,475Form
    2Dunne, Jeffrey R Deferred Compensation PlanBuy909202667.1126117,516428,229Form
    3Drexler, Blake S Deferred Compensation PlanBuy909202667.111167,7852,486,358Form
    4Porto, Carl M Deferred Compensation PlanBuy909202667.1132721,9451,503,063Form
    5Seidman, Lawrence B Seidman and Associates, L.L.C.Buy826202665.8999465,49514,738,539Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Dale, Eric J Deferred Compensation PlanBuy909202667.1153035,5682,887,475Form
    2Dunne, Jeffrey R Deferred Compensation PlanBuy909202667.1126117,516428,229Form
    3Drexler, Blake S Deferred Compensation PlanBuy909202667.111167,7852,486,358Form
    4Porto, Carl M Deferred Compensation PlanBuy909202667.1132721,9451,503,063Form
    5Seidman, Lawrence B Seidman and Associates, L.L.C.Buy826202665.8999465,49514,738,539Form
    6Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy826202665.9425917,0789,385,768Form
    7Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy826202665.9621914,44511,764,098Form
    8Seidman, Lawrence B LSBK06-08, L.L.C.Buy826202665.9066243,6268,696,823Form
    9Seidman, Lawrence B Broad Park Investors, L.L.C.Buy826202665.9426217,2769,016,504Form
    10Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy826202666.011449,5051,671,439Form
    11Seidman, Lawrence B Seidman and Associates, L.L.C.Buy810202666.623,934262,08314,835,608Form
    12Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy810202666.631,01267,4309,466,724Form
    13Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy810202666.6485356,84411,870,783Form
    14Seidman, Lawrence B LSBK06-08, L.L.C.Buy810202666.622,621174,6118,747,739Form
    15Seidman, Lawrence B Broad Park Investors, L.L.C.Buy810202666.631,02268,0969,093,396Form
    16Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy810202666.6555837,1911,678,047Form
    17Hildebrand, Ryan JasonChief Innovation OfficerDirectSell804202666.742,246  Form
    18Hildebrand, Ryan JasonChief Innovation OfficerDirectSell701202658.481,08863,626131,346Form
    19Lampert, Todd DirectSell608202653.593,500187,565662,694Form
    20Seidman, Lawrence B Seidman and Associates, L.L.C.Buy602202651.8587245,21311,342,499Form
    21Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy602202651.8756429,2557,317,145Form
    22Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy602202651.8671036,8219,193,741Form
    23Seidman, Lawrence B LSBK06-08, L.L.C.Buy602202651.8751426,6616,674,995Form
    24Seidman, Lawrence B Broad Park Investors, L.L.C.Buy602202651.8754228,1147,025,999Form
    25Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy602202652.04985,1001,281,173Form
    26Seidman, Lawrence B DirectBuy602202651.95814,208907,203Form
    27Seidman, Lawrence B Seidman and Associates, L.L.C.Buy518202649.921708,48610,876,769Form
    28Seidman, Lawrence B Seidman and Associates, L.L.C.Buy514202650.0781040,55710,900,940Form
    29Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy514202650.1420010,0287,044,820Form
    30Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy514202650.181497,4778,860,283Form
    31Seidman, Lawrence B LSBK06-08, L.L.C.Buy514202650.0948824,4446,420,186Form
    32Seidman, Lawrence B Broad Park Investors, L.L.C.Buy514202650.161798,9796,767,186Form
    33Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy514202650.241045,2251,231,935Form
    34Chivily, ChristineEVP & Chief Credit OfficerDirectSell504202652.164,321225,383618,878Form
    35Seidman, Lawrence B Seidman and Associates, L.L.C.Buy316202646.954,085191,79110,183,643Form
    36Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy316202646.961,25959,1236,588,629Form
    37Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy316202646.9875435,4238,288,259Form
    38Seidman, Lawrence B LSBK06-08, L.L.C.Buy316202646.962,460115,5225,996,088Form
    39Seidman, Lawrence B Broad Park Investors, L.L.C.Buy316202646.9791142,7906,328,409Form
    40Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy316202646.9953124,9521,147,355Form
    41Seidman, Lawrence B Seidman and Associates, L.L.C.Buy313202646.874,085191,4649,974,827Form
    42Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy313202646.881,25959,0226,518,383Form
    43Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy313202646.8975435,3558,237,026Form
    44Seidman, Lawrence B LSBK06-08, L.L.C.Buy313202646.872,460115,3005,869,296Form
    45Seidman, Lawrence B Broad Park Investors, L.L.C.Buy313202646.8891142,7086,273,575Form
    46Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy313202646.9053124,9041,120,253Form
    47Seidman, Lawrence B Seidman and Associates, L.L.C.Buy311202646.934,085191,7099,604,178Form
    48Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy311202646.941,25959,0976,408,530Form
    49Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy311202646.9575435,4008,176,765Form
    50Seidman, Lawrence B LSBK06-08, L.L.C.Buy311202646.942,460115,4725,647,117Form
    51Seidman, Lawrence B Broad Park Investors, L.L.C.Buy311202646.9591142,7716,197,400Form
    52Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy311202646.9653124,9361,071,815Form
    53Seidman, Lawrence B DirectBuy311202647.06361,694817,997Form
    54Dunne, Jeffrey R Deferred Compensation PlanBuy309202646.0035716,422267,030Form
    55Drexler, Blake S Deferred Compensation PlanBuy309202646.00271,2421,695,284Form
    56Porto, Carl M Deferred Compensation PlanBuy309202646.0039318,078998,200Form
    57Dale, Eric J Deferred Compensation PlanBuy309202646.0061228,1521,927,768Form
    58Seidman, Lawrence B Deferred Compensation PlanBuy309202646.0037017,020207,966Form
    59Seidman, Lawrence B Seidman and Associates, L.L.C.Buy309202645.6132014,5959,147,724Form
    60Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy309202645.751004,5756,188,465Form
    61Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy309202645.751004,5757,933,279Form
    62Seidman, Lawrence B LSBK06-08, L.L.C.Buy309202645.661818,2645,380,803Form
    63Seidman, Lawrence B Broad Park Investors, L.L.C.Buy309202645.751004,5755,997,322Form
    64Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy309202645.751004,5751,019,905Form
    65Seidman, Lawrence B Seidman and Associates, L.L.C.Buy302202646.771,02547,9399,365,412Form
    66Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy302202646.8131814,8866,327,167Form
    67Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy302202646.851918,9488,119,339Form
    68Seidman, Lawrence B LSBK06-08, L.L.C.Buy302202646.7861928,9575,504,322Form
    69Seidman, Lawrence B Broad Park Investors, L.L.C.Buy302202646.8323110,8186,134,215Form
    70Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy302202646.901366,3781,040,852Form
    71Seidman, Lawrence B Seidman and Associates, L.L.C.Sell224202647.394,068192,7839,440,988Form
    72Seidman, Lawrence B Seidman Investment Partnership, L.P.Sell224202647.401,26159,7716,391,843Form
    73Seidman, Lawrence B Seidman Investment Partnership II, L.P.Sell224202647.4176036,0328,207,335Form
    74Seidman, Lawrence B LSBK06-08, L.L.C.Sell224202647.392,456116,3905,546,763Form
    75Seidman, Lawrence B Broad Park Investors, L.L.C.Sell224202647.4191743,4756,199,237Form
    76Seidman, Lawrence B Chewy Gooey Cookies, L.P.Sell224202647.4253825,5121,045,943Form
    77Leitao, Kevin D DirectSell223202646.392009,27823,195Form
    78Seidman, Lawrence B Seidman and Associates, L.L.C.Buy213202648.0764230,8619,380,909Form
    79Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy213202648.1321810,4926,429,590Form
    80Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy213202648.211205,7858,309,186Form
    81Seidman, Lawrence B LSBK06-08, L.L.C.Buy213202648.0939018,7555,510,585Form
    82Seidman, Lawrence B Broad Park Investors, L.L.C.Buy213202648.191306,2656,257,038Form
    83Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy213202648.241004,8241,038,077Form
    84Brunner, Steven HEVP & Chief Risk OfficerDirectSell210202649.851,87693,519168,942Form
    85Sacchetti, Courtney EEVP & Chief Financial OfficerDirectSell210202649.791,06252,877159,378Form
    86Chivily, ChristineEVP & Chief Credit OfficerDirectSell210202649.801,98598,853806,063Form
    87Fusaro, Angelo G DirectSell210202649.8831615,762113,377Form
    88Seidman, Lawrence B DirectBuy1208202547.95753,596739,053Form
    89Drexler, Blake S Deferred Compensation PlanBuy1208202547.641788,4801,754,438Form
    90Dunne, Jeffrey R Deferred Compensation PlanBuy1208202547.6436317,293259,543Form
    91Porto, Carl M Deferred Compensation PlanBuy1208202547.6447022,3911,015,065Form
    92Dale, Eric J Deferred Compensation PlanBuy1208202547.6474635,5391,967,341Form
    93Seidman, Lawrence B Deferred Compensation PlanBuy1208202547.6437617,913197,754Form
    94Chivily, ChristineEVP & Chief Credit OfficerDirectSell1112202545.522,553116,213634,503Form
    95Seidman, Lawrence B Seidman and Associates, L.L.C.Buy915202545.917,112326,5128,929,908Form
    96Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy915202545.912,321106,5576,123,017Form
    97Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy915202545.921,41164,7937,908,985Form
    98Seidman, Lawrence B LSBK06-08, L.L.C.Buy915202545.914,173191,5825,242,876Form
    99Seidman, Lawrence B Broad Park Investors, L.L.C.Buy915202545.921,16353,4055,956,329Form
    100Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy915202545.9382037,663983,775Form
    101Brunner, Steven HEVP & Chief Risk OfficerDirectSell912202544.5542118,75668,963Form
    102Seidman, Lawrence B Seidman and Associates, L.L.C.Buy912202544.774,602206,0328,389,764Form
    103Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy912202544.781,50267,2605,868,374Form
    104Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy912202544.7891340,8847,649,454Form
    105Seidman, Lawrence B LSBK06-08, L.L.C.Buy912202544.772,700120,8794,925,864Form
    106Seidman, Lawrence B Broad Park Investors, L.L.C.Buy912202544.7975333,7275,757,665Form
    107Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy912202544.8053023,744922,835Form
    108Seidman, Lawrence B Seidman and Associates, L.L.C.Buy911202544.534,602204,9278,139,861Form
    109Seidman, Lawrence B Seidman Investment Partnership, L.P.Buy911202544.541,50266,8995,770,023Form
    110Seidman, Lawrence B Seidman Investment Partnership II, L.P.Buy911202544.5591340,6747,569,490Form
    111Seidman, Lawrence B LSBK06-08, L.L.C.Buy911202544.542,700120,2584,780,300Form
    112Seidman, Lawrence B Broad Park Investors, L.L.C.Buy911202544.5575333,5465,693,267Form
    113Seidman, Lawrence B Chewy Gooey Cookies, L.P.Buy911202544.5753023,622894,475Form
    114Seidman, Lawrence B DirectBuy905202542.531807,655652,325Form
    115Drexler, Blake S Deferred Compensation PlanBuy905202542.451707,2171,555,750Form
    116Dunne, Jeffrey R Deferred Compensation PlanBuy905202542.4540717,277215,858Form
    117Porto, Carl M Deferred Compensation PlanBuy905202542.4550621,480884,531Form
    118Dale, Eric J Deferred Compensation PlanBuy905202542.4581934,7671,721,348Form
    119Seidman, Lawrence B Deferred Compensation PlanBuy905202542.4544819,018160,249Form
    120Brunner, Steven HEVP & Chief Risk OfficerDirectSell902202541.5524510,18081,812Form

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    Core Cache Last Updated: 9/20/2026