Bankwell Financial (BWFG)
Market Price (11/6/2026): $70.27 | Market Cap: $560.2 MilSector: Financials | Industry: Regional Banks
Bankwell Financial (BWFG)
Market Price (11/6/2026): $70.27Market Cap: $560.2 MilSector: 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 9.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.1%, FCF Yield is 6.7% 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 -13% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 30% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29% Low stock price volatilityVol 12M is 25% Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments. | Trading close to highsDist 52W High is -4.1%, Dist 3Y High is -4.1% Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.42 | Key risksBWFG key risks include [1] a high concentration in commercial real estate loans and [2] significant exposure to its top borrowing relationships. |
| Attractive yieldTotal 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 4.1%, FCF Yield is 6.7% |
| 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 -13% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 30% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29% |
| Low stock price volatilityVol 12M is 25% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments. |
| Trading close to highsDist 52W High is -4.1%, Dist 3Y High is -4.1% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.42 |
| Key risksBWFG key risks include [1] a high concentration in commercial real estate loans and [2] significant exposure to its top borrowing relationships. |
Qualitative Assessment
AI Analysis | Feedback
Bankwell Financial (BWFG) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. Strong Fiscal Q3 2026 Earnings Beat and Raised Full-Year Guidance.
Bankwell Financial Group (BWFG) reported record GAAP net income of $12.7 million, or $1.58 diluted earnings per share (EPS), for fiscal Q3 2026 (ended September 30, 2026), significantly exceeding the consensus analyst estimate of $1.44 per share by $0.14. Revenue for the quarter reached $35.3 million, also surpassing the consensus estimate of approximately $33.3 million. Following these strong results, the company raised its full-year 2026 net interest income outlook to a range of $119 million to $121 million, up from its prior projection of $115 million to $117 million, and increased non-interest income guidance to $14 million to $15 million from $12 million to $13 million.
2. Expansion of Net Interest Margin and Improved Credit Quality.
The company demonstrated enhanced profitability with its net interest margin (NIM) expanding by 13 basis points sequentially to 3.71% in fiscal Q3 2026, marking the third consecutive quarter of improvement. This expansion was primarily driven by higher earning-asset yields and stable funding costs. Concurrently, credit quality strengthened, as nonperforming assets declined to 0.20% of total assets at September 30, 2026, a notable improvement from 0.46% at June 30, 2026. The quarter also saw net recoveries totaling $1.4 million.
Show more
Bankwell Financial (BWFG) stock has gained about 5% since 7/31/2026 because of the following key factors:
1. Strong Fiscal Q3 2026 Earnings Beat and Raised Full-Year Guidance.
Bankwell Financial Group (BWFG) reported record GAAP net income of $12.7 million, or $1.58 diluted earnings per share (EPS), for fiscal Q3 2026 (ended September 30, 2026), significantly exceeding the consensus analyst estimate of $1.44 per share by $0.14. Revenue for the quarter reached $35.3 million, also surpassing the consensus estimate of approximately $33.3 million. Following these strong results, the company raised its full-year 2026 net interest income outlook to a range of $119 million to $121 million, up from its prior projection of $115 million to $117 million, and increased non-interest income guidance to $14 million to $15 million from $12 million to $13 million.
2. Expansion of Net Interest Margin and Improved Credit Quality.
The company demonstrated enhanced profitability with its net interest margin (NIM) expanding by 13 basis points sequentially to 3.71% in fiscal Q3 2026, marking the third consecutive quarter of improvement. This expansion was primarily driven by higher earning-asset yields and stable funding costs. Concurrently, credit quality strengthened, as nonperforming assets declined to 0.20% of total assets at September 30, 2026, a notable improvement from 0.46% at June 30, 2026. The quarter also saw net recoveries totaling $1.4 million.
3. Robust Performance from SBA Lending Division.
Bankwell's Small Business Administration (SBA) lending platform contributed significantly to its non-interest income. For fiscal Q3 2026, SBA loan sale gains accounted for $2.8 million of the company's total non-interest income, bringing year-to-date gains to $7.6 million, a substantial increase compared to $2.9 million in the same period of 2025. The SBA Lending division originated $30.1 million in loans during the third quarter, contributing to total year-to-date originations of $90.2 million.
4. Positive Momentum in the Regional Banking Sector.
The broader regional banking industry experienced positive sentiment and performance during the specified period. As of October 20, 2026, the Regional Banks Industry showed a 1.91% daily increase, a 2.07% gain over the week, and an 11.06% year-to-date appreciation by market value. Analysts observed that regional bank valuations were more attractive compared to money-center banks, with a healthy economic backdrop supporting loan growth. Publicly traded banks, in general, experienced a median share price appreciation of 20% between year-end 2025 and August 24, 2026, outperforming the S&P 500 and Nasdaq, which both appreciated by 12% in 2026.
Show less
Stock Movement Drivers
Fundamental Drivers
The 3.4% change in BWFG stock from 7/31/2026 to 11/5/2026 was primarily driven by a 11.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.95 | 70.23 | 3.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 115 | 129 | 11.9% |
| Net Income Margin (%) | 34.4% | 35.4% | 2.8% |
| P/E Multiple | 13.3 | 12.1 | -8.6% |
| Shares Outstanding (Mil) | 8 | 8 | -1.7% |
| Cumulative Contribution | 3.4% |
Market Drivers
7/31/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| BWFG | 3.4% | |
| Market (SPY) | -1.9% | 18.1% |
| Sector (XLF) | 1.0% | 52.6% |
Fundamental Drivers
The 36.7% change in BWFG stock from 4/30/2026 to 11/5/2026 was primarily driven by a 18.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 51.37 | 70.23 | 36.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 108 | 129 | 18.8% |
| Net Income Margin (%) | 32.5% | 35.4% | 8.9% |
| P/E Multiple | 11.3 | 12.1 | 6.8% |
| Shares Outstanding (Mil) | 8 | 8 | -1.0% |
| Cumulative Contribution | 36.7% |
Market Drivers
4/30/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| BWFG | 36.7% | |
| Market (SPY) | 2.3% | 9.1% |
| Sector (XLF) | 10.7% | 44.8% |
Fundamental Drivers
The 64.5% change in BWFG stock from 10/31/2025 to 11/5/2026 was primarily driven by a 57.0% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.69 | 70.23 | 64.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 93 | 129 | 39.0% |
| Net Income Margin (%) | 22.5% | 35.4% | 57.0% |
| P/E Multiple | 15.9 | 12.1 | -23.8% |
| Shares Outstanding (Mil) | 8 | 8 | -1.0% |
| Cumulative Contribution | 64.5% |
Market Drivers
10/31/2025 to 11/5/2026| Return | Correlation | |
|---|---|---|
| BWFG | 64.5% | |
| Market (SPY) | 8.4% | 18.7% |
| Sector (XLF) | 11.1% | 46.4% |
Fundamental Drivers
The 208.1% change in BWFG stock from 10/31/2023 to 11/5/2026 was primarily driven by a 149.0% change in the company's P/E Multiple.| (LTM values as of) | 10312023 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 22.79 | 70.23 | 208.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 105 | 129 | 22.8% |
| Net Income Margin (%) | 33.9% | 35.4% | 4.3% |
| P/E Multiple | 4.9 | 12.1 | 149.0% |
| Shares Outstanding (Mil) | 8 | 8 | -3.4% |
| Cumulative Contribution | 208.1% |
Market Drivers
10/31/2023 to 11/5/2026| Return | Correlation | |
|---|---|---|
| BWFG | 208.1% | |
| Market (SPY) | 81.3% | 42.9% |
| Sector (XLF) | 85.5% | 56.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BWFG Return | 72% | -8% | 6% | 6% | 50% | 55% | 317% |
| Peers Return | 91% | -15% | 17% | 0% | 16% | 32% | 192% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| BWFG Win Rate | 75% | 50% | 58% | 50% | 75% | 64% | |
| Peers Win Rate | 80% | 42% | 52% | 48% | 57% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| BWFG Max Drawdown | -11% | -21% | -31% | -23% | -15% | -9% | |
| Peers Max Drawdown | -17% | -35% | -44% | -30% | -25% | -15% | |
| 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 11/5/2026 (YTD)
How Low Can It Go
| Event | BWFG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -12.4% | -18.8% |
| % Gain to Breakeven | 14.2% | 23.1% |
| Time to Breakeven | 16 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.3% | -9.5% |
| % Gain to Breakeven | 11.5% | 10.5% |
| Time to Breakeven | 10 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -30.6% | -6.7% |
| % Gain to Breakeven | 44.1% | 7.1% |
| Time to Breakeven | 236 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -11.4% | -24.5% |
| % Gain to Breakeven | 12.9% | 32.4% |
| Time to Breakeven | 116 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.9% | -33.7% |
| % Gain to Breakeven | 126.9% | 50.9% |
| Time to Breakeven | 339 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -14.5% | -19.2% |
| % Gain to Breakeven | 17.0% | 23.8% |
| Time to Breakeven | 59 days | 105 days |
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.
| Event | BWFG | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -30.6% | -6.7% |
| % Gain to Breakeven | 44.1% | 7.1% |
| Time to Breakeven | 236 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.9% | -33.7% |
| % Gain to Breakeven | 126.9% | 50.9% |
| Time to Breakeven | 339 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -47.5% | -53.4% |
| % Gain to Breakeven | 90.5% | 114.4% |
| Time to Breakeven | 432 days | 1085 days |
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)
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
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:
- 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.
- 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.
- 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
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
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Reinsurance | 6 | 33.1% | 75.7% | 125.1% | SPNT 168% · RGA 162% · RNR 141% |
| Investment Banking & Brokerage | 13 | -3.9% | 89.1% | 93.1% | IBKR 305% · SNEX 152% · GS 141% |
| Diversified Banks | 12 | 30.0% | 140.4% | 90.3% | CM 144% · RY 129% · JPM 127% |
| Life & Health Insurance | 20 | 14.3% | 52.3% | 75.4% | JXN 514% · UNM 224% · FG 188% |
| Property & Casualty Insurance | 42 | 18.9% | 76.8% | 66.8% | TRV 178% · PGR 172% · ACGL 168% |
| Multi-Sector Holdings | 3 | 10.1% | 53.8% | 59.4% | BRK-B 99% · VOYA 59% · JEF 37% |
| Multi-line Insurance | 9 | 9.5% | 71.4% | 59.4% | AIZ 105% · GNW 104% · L 98% |
| Regional Banks ← | 263 | 30.0% | 87.5% | 46.7% | CBC 268% · FCNCA 176% · NIC 136% |
| Insurance Brokers | 15 | 5.5% | 13.4% | 33.4% | LIFE 287% · ARX 89% · WTW 56% |
| Financial Exchanges & Data | 15 | 20.6% | 37.2% | 27.9% | CBOE 183% · VIRT 131% · CME 71% |
| Asset Management & Custody Banks | 83 | -5.9% | 22.8% | 12.3% | VCTR 210% · AAMI 207% · WT 205% |
| Consumer Finance | 30 | 2.9% | 81.0% | 8.1% | ENVA 330% · FCFS 130% · ECPG 111% |
| Commercial & Residential Mortgage Finance | 14 | -46.5% | 36.8% | 2.5% | FNMA 327% · FMCC 293% · ACT 158% |
| Diversified Financial Services | 4 | -1.6% | 20.1% | -1.1% | FRHC 153% · EQH 71% |
| Specialized Finance | 3 | 15.8% | 31.5% | -19.7% | HASI -20% · CACC -24% |
| Transaction & Payment Processing Services | 17 | 19.3% | 9.1% | -29.4% | V 103% · MA 94% · CPAY 83% |
| Mortgage REITs | 35 | -18.0% | -6.1% | -37.2% | RITM 36% · DX 17% · AGNC 10% |
| Diversified Capital Markets | 20 | -47.1% | -8.5% | -70.1% | LPLA 83% · TW 38% · RIOT -53% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Bankwell Financial Stock Jumped 9.3% in a Week, What Now? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 49.37 |
| Mkt Cap | 2.2 |
| Rev LTM | 596 |
| Op Inc LTM | - |
| FCF LTM | 204 |
| FCF 3Y Avg | 139 |
| CFO LTM | 222 |
| CFO 3Y Avg | 160 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 27.9% |
| Rev Chg 3Y Avg | 11.7% |
| Rev Chg Q | 11.9% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Inc Chg LTM | - |
| Op Inc Chg 3Y Avg | - |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 35.6% |
| CFO/Rev 3Y Avg | 28.6% |
| FCF/Rev LTM | 30.7% |
| FCF/Rev 3Y Avg | 24.9% |
Price Behavior
| Market Price | $70.23 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 08/12/2008 | |
| Distance from 52W High | -4.1% | |
| 50 Days | 200 Days | |
| DMA Price | $66.87 | $57.19 |
| DMA Trend | up | up |
| Distance from DMA | 5.0% | 22.8% |
| 3M | 1YR | |
| Volatility | 21.0% | 24.9% |
| Downside Capture | -50.96 | 5.14 |
| Upside Capture | 4.76 | 69.29 |
| Correlation (S&P 500) | -5.7% | 14.1% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.65 | -0.23 | -0.24 | -0.08 | 0.26 | 0.86 |
| Up Beta | -2.01 | -0.82 | -0.21 | -0.56 | 0.10 | 0.97 |
| Down Beta | -0.38 | -0.55 | -0.53 | -0.54 | -0.05 | 0.81 |
| Up Capture | 13% | 24% | -4% | 54% | 62% | 83% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 13 | 23 | 33 | 70 | 146 | 414 |
| Down Capture | -138% | -44% | -37% | -28% | 15% | 86% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 9 | 20 | 30 | 55 | 104 | 336 |
[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 | |
|---|---|---|---|---|
| BWFG | 66.5% | 24.9% | 1.99 | - |
| Sector ETF (XLF) | 11.1% | 15.2% | 0.47 | 46.4% |
| Equity (SPY) | 9.5% | 13.6% | 0.41 | 18.6% |
| Gold (GLD) | 3.6% | 28.7% | 0.11 | -3.2% |
| Commodities (DBC) | 37.7% | 21.2% | 1.40 | -28.7% |
| Real Estate (VNQ) | 12.0% | 14.2% | 0.55 | 42.2% |
| Bitcoin (BTCUSD) | -20.8% | 43.3% | -0.42 | 3.4% |
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 | |
|---|---|---|---|---|
| BWFG | 21.5% | 28.7% | 0.69 | - |
| Sector ETF (XLF) | 9.1% | 18.4% | 0.36 | 52.5% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 40.5% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | -0.4% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | 3.7% |
| Real Estate (VNQ) | 1.2% | 18.9% | -0.05 | 38.8% |
| Bitcoin (BTCUSD) | 5.9% | 51.5% | 0.29 | 16.1% |
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 | |
|---|---|---|---|---|
| BWFG | 14.0% | 31.0% | 0.48 | - |
| Sector ETF (XLF) | 13.3% | 22.1% | 0.54 | 56.3% |
| Equity (SPY) | 14.9% | 18.0% | 0.70 | 44.6% |
| Gold (GLD) | 12.0% | 16.5% | 0.59 | -2.1% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | 12.9% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.23 | 44.0% |
| Bitcoin (BTCUSD) | 61.3% | 66.2% | 1.01 | 12.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 11/6/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2026 | 4.1% | 9.5% | |
| 7/23/2026 | 1.8% | 14.4% | 11.4% |
| 4/22/2026 | 1.9% | 6.3% | 7.2% |
| 1/29/2026 | 1.7% | 7.4% | -0.2% |
| 10/23/2025 | 0.6% | -1.4% | 1.1% |
| 7/28/2025 | 6.5% | 4.5% | 12.6% |
| 4/23/2025 | 4.9% | 11.5% | 11.7% |
| 1/22/2025 | 3.4% | 5.1% | 3.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 19 | 19 | 19 |
| # Negative | 5 | 5 | 4 |
| Median Positive | 1.9% | 5.7% | 5.6% |
| Median Negative | -0.7% | -2.5% | -2.3% |
| Max Positive | 6.5% | 14.4% | 28.7% |
| Max Negative | -4.7% | -6.2% | -15.0% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2026 | 4.1% | 9.5% | |
| 7/23/2026 | 1.8% | 14.4% | 11.4% |
| 4/22/2026 | 1.9% | 6.3% | 7.2% |
| 1/29/2026 | 1.7% | 7.4% | -0.2% |
| 10/23/2025 | 0.6% | -1.4% | 1.1% |
| 7/28/2025 | 6.5% | 4.5% | 12.6% |
| 4/23/2025 | 4.9% | 11.5% | 11.7% |
| 1/22/2025 | 3.4% | 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% |
| 1/24/2024 | 1.4% | -6.2% | -15.0% |
| 10/25/2023 | 2.2% | 3.2% | 18.0% |
| 7/26/2023 | 0.9% | 1.9% | -2.3% |
| 4/26/2023 | 3.6% | -1.2% | 4.0% |
| 1/25/2023 | -0.1% | 0.6% | 1.3% |
| 10/26/2022 | 2.4% | 4.9% | 5.6% |
| 7/27/2022 | 1.5% | 0.3% | 1.9% |
| 4/27/2022 | 0.3% | 7.7% | 4.2% |
| 1/26/2022 | 1.9% | 3.7% | 6.9% |
| 10/27/2021 | 2.3% | 6.1% | 4.2% |
| 7/28/2021 | 0.4% | 5.7% | 8.2% |
| 4/28/2021 | 1.4% | 5.8% | 5.2% |
| 1/27/2021 | -0.7% | 2.9% | 28.7% |
| SUMMARY STATS | |||
| # Positive | 19 | 19 | 19 |
| # Negative | 5 | 5 | 4 |
| Median Positive | 1.9% | 5.7% | 5.6% |
| Median Negative | -0.7% | -2.5% | -2.3% |
| Max Positive | 6.5% | 14.4% | 28.7% |
| Max Negative | -4.7% | -6.2% | -15.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2026 | 11/04/2026 | 10-Q |
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/04/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/05/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/08/2023 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2026 | 11/04/2026 | 10-Q |
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/04/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/05/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/08/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 03/08/2022 | 10-K |
| 09/30/2021 | 11/08/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 03/10/2021 | 10-K |
| 09/30/2020 | 11/04/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/11/2020 | 10-Q |
| 12/31/2019 | 02/28/2020 | 10-K |
Recent Forward Guidance
Updated 11/2/2026Latest: Q3 2026 Earnings Reported 10/29/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 Dividends | Reported | 0.2 | ||||||
| 2026 Loan Growth | Reported | 5.0% | 6.0% | 7.0% | 0.0% | Affirmed | Guidance: 6.0% for 2026 | |
| 2026 Net Interest Income | Reported | 119.00 Mil | 120.00 Mil | 121.00 Mil | 3.4% | Raised | Guidance: 116.00 Mil for 2026 | |
| 2026 Non-Interest Income | Reported | 14.00 Mil | 14.50 Mil | 15.00 Mil | 16.0% | Raised | Guidance: 12.50 Mil for 2026 | |
| 2026 Non-Interest Expense | Reported | 65.00 Mil | 66.00 Mil | 67.00 Mil | 0.0% | Affirmed | Guidance: 66.00 Mil for 2026 | |
Prior: Q2 2026 Earnings Reported 7/23/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Loan Growth | Reported | 5.0% | 6.0% | 7.0% | Raised | |||
| 2026 Net Interest Income | Reported | 115.00 Mil | 116.00 Mil | 117.00 Mil | Raised | |||
| 2026 Non-interest Income | Reported | 12.00 Mil | 12.50 Mil | 13.00 Mil | 0 | Affirmed | Guidance: 12.50 Mil for 2026 | |
| 2026 Non-interest Expense | Reported | 65.00 Mil | 66.00 Mil | 67.00 Mil | 2.3% | Raised | Guidance: 64.50 Mil for 2026 | |
Q1 2026 Earnings Reported 4/22/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Non-Interest Income | Reported | 12.00 Mil | 12.50 Mil | 13.00 Mil | Raised | Guidance: 11.50 Mil for 2026 | ||
| 2026 Non-Interest Expense | Reported | 64.00 Mil | 64.50 Mil | 65.00 Mil | 0 | Affirmed | Guidance: 64.50 Mil for 2026 | |
Insider Activity
Updated 9/9/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dale, Eric J | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 530 | 35,568 | 2,887,475 | Form | |
| 2 | Dunne, Jeffrey R | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 261 | 17,516 | 428,229 | Form | |
| 3 | Drexler, Blake S | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 116 | 7,785 | 2,486,358 | Form | |
| 4 | Porto, Carl M | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 327 | 21,945 | 1,503,063 | Form | |
| 5 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 8262026 | 65.89 | 994 | 65,495 | 14,738,539 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dale, Eric J | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 530 | 35,568 | 2,887,475 | Form | |
| 2 | Dunne, Jeffrey R | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 261 | 17,516 | 428,229 | Form | |
| 3 | Drexler, Blake S | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 116 | 7,785 | 2,486,358 | Form | |
| 4 | Porto, Carl M | Deferred Compensation Plan | Buy | 9092026 | 67.11 | 327 | 21,945 | 1,503,063 | Form | |
| 5 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 8262026 | 65.89 | 994 | 65,495 | 14,738,539 | Form | |
| 6 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 8262026 | 65.94 | 259 | 17,078 | 9,385,768 | Form | |
| 7 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 8262026 | 65.96 | 219 | 14,445 | 11,764,098 | Form | |
| 8 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 8262026 | 65.90 | 662 | 43,626 | 8,696,823 | Form | |
| 9 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 8262026 | 65.94 | 262 | 17,276 | 9,016,504 | Form | |
| 10 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 8262026 | 66.01 | 144 | 9,505 | 1,671,439 | Form | |
| 11 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 8102026 | 66.62 | 3,934 | 262,083 | 14,835,608 | Form | |
| 12 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 8102026 | 66.63 | 1,012 | 67,430 | 9,466,724 | Form | |
| 13 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 8102026 | 66.64 | 853 | 56,844 | 11,870,783 | Form | |
| 14 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 8102026 | 66.62 | 2,621 | 174,611 | 8,747,739 | Form | |
| 15 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 8102026 | 66.63 | 1,022 | 68,096 | 9,093,396 | Form | |
| 16 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 8102026 | 66.65 | 558 | 37,191 | 1,678,047 | Form | |
| 17 | Hildebrand, Ryan Jason | Chief Innovation Officer | Direct | Sell | 8042026 | 66.74 | 2,246 | Form | ||
| 18 | Hildebrand, Ryan Jason | Chief Innovation Officer | Direct | Sell | 7012026 | 58.48 | 1,088 | 63,626 | 131,346 | Form |
| 19 | Lampert, Todd | Direct | Sell | 6082026 | 53.59 | 3,500 | 187,565 | 662,694 | Form | |
| 20 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 6022026 | 51.85 | 872 | 45,213 | 11,342,499 | Form | |
| 21 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 6022026 | 51.87 | 564 | 29,255 | 7,317,145 | Form | |
| 22 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 6022026 | 51.86 | 710 | 36,821 | 9,193,741 | Form | |
| 23 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 6022026 | 51.87 | 514 | 26,661 | 6,674,995 | Form | |
| 24 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 6022026 | 51.87 | 542 | 28,114 | 7,025,999 | Form | |
| 25 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 6022026 | 52.04 | 98 | 5,100 | 1,281,173 | Form | |
| 26 | Seidman, Lawrence B | Direct | Buy | 6022026 | 51.95 | 81 | 4,208 | 907,203 | Form | |
| 27 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 5182026 | 49.92 | 170 | 8,486 | 10,876,769 | Form | |
| 28 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 5142026 | 50.07 | 810 | 40,557 | 10,900,940 | Form | |
| 29 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 5142026 | 50.14 | 200 | 10,028 | 7,044,820 | Form | |
| 30 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 5142026 | 50.18 | 149 | 7,477 | 8,860,283 | Form | |
| 31 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 5142026 | 50.09 | 488 | 24,444 | 6,420,186 | Form | |
| 32 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 5142026 | 50.16 | 179 | 8,979 | 6,767,186 | Form | |
| 33 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 5142026 | 50.24 | 104 | 5,225 | 1,231,935 | Form | |
| 34 | Chivily, Christine | EVP & Chief Credit Officer | Direct | Sell | 5042026 | 52.16 | 4,321 | 225,383 | 618,878 | Form |
| 35 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 3162026 | 46.95 | 4,085 | 191,791 | 10,183,643 | Form | |
| 36 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 3162026 | 46.96 | 1,259 | 59,123 | 6,588,629 | Form | |
| 37 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 3162026 | 46.98 | 754 | 35,423 | 8,288,259 | Form | |
| 38 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 3162026 | 46.96 | 2,460 | 115,522 | 5,996,088 | Form | |
| 39 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 3162026 | 46.97 | 911 | 42,790 | 6,328,409 | Form | |
| 40 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 3162026 | 46.99 | 531 | 24,952 | 1,147,355 | Form | |
| 41 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 3132026 | 46.87 | 4,085 | 191,464 | 9,974,827 | Form | |
| 42 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 3132026 | 46.88 | 1,259 | 59,022 | 6,518,383 | Form | |
| 43 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 3132026 | 46.89 | 754 | 35,355 | 8,237,026 | Form | |
| 44 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 3132026 | 46.87 | 2,460 | 115,300 | 5,869,296 | Form | |
| 45 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 3132026 | 46.88 | 911 | 42,708 | 6,273,575 | Form | |
| 46 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 3132026 | 46.90 | 531 | 24,904 | 1,120,253 | Form | |
| 47 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 3112026 | 46.93 | 4,085 | 191,709 | 9,604,178 | Form | |
| 48 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 3112026 | 46.94 | 1,259 | 59,097 | 6,408,530 | Form | |
| 49 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 3112026 | 46.95 | 754 | 35,400 | 8,176,765 | Form | |
| 50 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 3112026 | 46.94 | 2,460 | 115,472 | 5,647,117 | Form | |
| 51 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 3112026 | 46.95 | 911 | 42,771 | 6,197,400 | Form | |
| 52 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 3112026 | 46.96 | 531 | 24,936 | 1,071,815 | Form | |
| 53 | Seidman, Lawrence B | Direct | Buy | 3112026 | 47.06 | 36 | 1,694 | 817,997 | Form | |
| 54 | Dunne, Jeffrey R | Deferred Compensation Plan | Buy | 3092026 | 46.00 | 357 | 16,422 | 267,030 | Form | |
| 55 | Drexler, Blake S | Deferred Compensation Plan | Buy | 3092026 | 46.00 | 27 | 1,242 | 1,695,284 | Form | |
| 56 | Porto, Carl M | Deferred Compensation Plan | Buy | 3092026 | 46.00 | 393 | 18,078 | 998,200 | Form | |
| 57 | Dale, Eric J | Deferred Compensation Plan | Buy | 3092026 | 46.00 | 612 | 28,152 | 1,927,768 | Form | |
| 58 | Seidman, Lawrence B | Deferred Compensation Plan | Buy | 3092026 | 46.00 | 370 | 17,020 | 207,966 | Form | |
| 59 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 3092026 | 45.61 | 320 | 14,595 | 9,147,724 | Form | |
| 60 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 3092026 | 45.75 | 100 | 4,575 | 6,188,465 | Form | |
| 61 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 3092026 | 45.75 | 100 | 4,575 | 7,933,279 | Form | |
| 62 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 3092026 | 45.66 | 181 | 8,264 | 5,380,803 | Form | |
| 63 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 3092026 | 45.75 | 100 | 4,575 | 5,997,322 | Form | |
| 64 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 3092026 | 45.75 | 100 | 4,575 | 1,019,905 | Form | |
| 65 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 3022026 | 46.77 | 1,025 | 47,939 | 9,365,412 | Form | |
| 66 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 3022026 | 46.81 | 318 | 14,886 | 6,327,167 | Form | |
| 67 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 3022026 | 46.85 | 191 | 8,948 | 8,119,339 | Form | |
| 68 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 3022026 | 46.78 | 619 | 28,957 | 5,504,322 | Form | |
| 69 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 3022026 | 46.83 | 231 | 10,818 | 6,134,215 | Form | |
| 70 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 3022026 | 46.90 | 136 | 6,378 | 1,040,852 | Form | |
| 71 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Sell | 2242026 | 47.39 | 4,068 | 192,783 | 9,440,988 | Form | |
| 72 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Sell | 2242026 | 47.40 | 1,261 | 59,771 | 6,391,843 | Form | |
| 73 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Sell | 2242026 | 47.41 | 760 | 36,032 | 8,207,335 | Form | |
| 74 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Sell | 2242026 | 47.39 | 2,456 | 116,390 | 5,546,763 | Form | |
| 75 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Sell | 2242026 | 47.41 | 917 | 43,475 | 6,199,237 | Form | |
| 76 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Sell | 2242026 | 47.42 | 538 | 25,512 | 1,045,943 | Form | |
| 77 | Leitao, Kevin D | Direct | Sell | 2232026 | 46.39 | 200 | 9,278 | 23,195 | Form | |
| 78 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 2132026 | 48.07 | 642 | 30,861 | 9,380,909 | Form | |
| 79 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 2132026 | 48.13 | 218 | 10,492 | 6,429,590 | Form | |
| 80 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 2132026 | 48.21 | 120 | 5,785 | 8,309,186 | Form | |
| 81 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 2132026 | 48.09 | 390 | 18,755 | 5,510,585 | Form | |
| 82 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 2132026 | 48.19 | 130 | 6,265 | 6,257,038 | Form | |
| 83 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 2132026 | 48.24 | 100 | 4,824 | 1,038,077 | Form | |
| 84 | Brunner, Steven H | EVP & Chief Risk Officer | Direct | Sell | 2102026 | 49.85 | 1,876 | 93,519 | 168,942 | Form |
| 85 | Sacchetti, Courtney E | EVP & Chief Financial Officer | Direct | Sell | 2102026 | 49.79 | 1,062 | 52,877 | 159,378 | Form |
| 86 | Chivily, Christine | EVP & Chief Credit Officer | Direct | Sell | 2102026 | 49.80 | 1,985 | 98,853 | 806,063 | Form |
| 87 | Fusaro, Angelo G | Direct | Sell | 2102026 | 49.88 | 316 | 15,762 | 113,377 | Form | |
| 88 | Seidman, Lawrence B | Direct | Buy | 12082025 | 47.95 | 75 | 3,596 | 739,053 | Form | |
| 89 | Drexler, Blake S | Deferred Compensation Plan | Buy | 12082025 | 47.64 | 178 | 8,480 | 1,754,438 | Form | |
| 90 | Dunne, Jeffrey R | Deferred Compensation Plan | Buy | 12082025 | 47.64 | 363 | 17,293 | 259,543 | Form | |
| 91 | Porto, Carl M | Deferred Compensation Plan | Buy | 12082025 | 47.64 | 470 | 22,391 | 1,015,065 | Form | |
| 92 | Dale, Eric J | Deferred Compensation Plan | Buy | 12082025 | 47.64 | 746 | 35,539 | 1,967,341 | Form | |
| 93 | Seidman, Lawrence B | Deferred Compensation Plan | Buy | 12082025 | 47.64 | 376 | 17,913 | 197,754 | Form | |
| 94 | Chivily, Christine | EVP & Chief Credit Officer | Direct | Sell | 11122025 | 45.52 | 2,553 | 116,213 | 634,503 | Form |
| 95 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 9152025 | 45.91 | 7,112 | 326,512 | 8,929,908 | Form | |
| 96 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 9152025 | 45.91 | 2,321 | 106,557 | 6,123,017 | Form | |
| 97 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 9152025 | 45.92 | 1,411 | 64,793 | 7,908,985 | Form | |
| 98 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 9152025 | 45.91 | 4,173 | 191,582 | 5,242,876 | Form | |
| 99 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 9152025 | 45.92 | 1,163 | 53,405 | 5,956,329 | Form | |
| 100 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 9152025 | 45.93 | 820 | 37,663 | 983,775 | Form | |
| 101 | Brunner, Steven H | EVP & Chief Risk Officer | Direct | Sell | 9122025 | 44.55 | 421 | 18,756 | 68,963 | Form |
| 102 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 9122025 | 44.77 | 4,602 | 206,032 | 8,389,764 | Form | |
| 103 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 9122025 | 44.78 | 1,502 | 67,260 | 5,868,374 | Form | |
| 104 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 9122025 | 44.78 | 913 | 40,884 | 7,649,454 | Form | |
| 105 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 9122025 | 44.77 | 2,700 | 120,879 | 4,925,864 | Form | |
| 106 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 9122025 | 44.79 | 753 | 33,727 | 5,757,665 | Form | |
| 107 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 9122025 | 44.80 | 530 | 23,744 | 922,835 | Form | |
| 108 | Seidman, Lawrence B | Seidman and Associates, L.L.C. | Buy | 9112025 | 44.53 | 4,602 | 204,927 | 8,139,861 | Form | |
| 109 | Seidman, Lawrence B | Seidman Investment Partnership, L.P. | Buy | 9112025 | 44.54 | 1,502 | 66,899 | 5,770,023 | Form | |
| 110 | Seidman, Lawrence B | Seidman Investment Partnership II, L.P. | Buy | 9112025 | 44.55 | 913 | 40,674 | 7,569,490 | Form | |
| 111 | Seidman, Lawrence B | LSBK06-08, L.L.C. | Buy | 9112025 | 44.54 | 2,700 | 120,258 | 4,780,300 | Form | |
| 112 | Seidman, Lawrence B | Broad Park Investors, L.L.C. | Buy | 9112025 | 44.55 | 753 | 33,546 | 5,693,267 | Form | |
| 113 | Seidman, Lawrence B | Chewy Gooey Cookies, L.P. | Buy | 9112025 | 44.57 | 530 | 23,622 | 894,475 | Form | |
| 114 | Seidman, Lawrence B | Direct | Buy | 9052025 | 42.53 | 180 | 7,655 | 652,325 | Form | |
| 115 | Drexler, Blake S | Deferred Compensation Plan | Buy | 9052025 | 42.45 | 170 | 7,217 | 1,555,750 | Form | |
| 116 | Dunne, Jeffrey R | Deferred Compensation Plan | Buy | 9052025 | 42.45 | 407 | 17,277 | 215,858 | Form | |
| 117 | Porto, Carl M | Deferred Compensation Plan | Buy | 9052025 | 42.45 | 506 | 21,480 | 884,531 | Form | |
| 118 | Dale, Eric J | Deferred Compensation Plan | Buy | 9052025 | 42.45 | 819 | 34,767 | 1,721,348 | Form | |
| 119 | Seidman, Lawrence B | Deferred Compensation Plan | Buy | 9052025 | 42.45 | 448 | 19,018 | 160,249 | Form | |
| 120 | Brunner, Steven H | EVP & Chief Risk Officer | Direct | Sell | 9022025 | 41.55 | 245 | 10,180 | 81,812 | Form |
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Regional Banks Resources |
| Bank Director |
| Independent Banker |
| S&P Global Market Intelligence |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.