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    Peapack Gladstone Financial (PGC)

    Market Price (10/22/2026): $43.975 | Market Cap: $779.1 MilSector: Financials | Industry: Regional Banks

    Peapack Gladstone Financial (PGC)

    Market Price (10/22/2026): $43.975
    Market Cap: $779.1 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 7.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.2%, FCF Yield is 13%

    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 -24%

    Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%

    Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 36%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33%

    Low stock price volatility
    Vol 12M is 28%

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

    Key risks
    PGC key risks include [1] potential credit stress in its Commercial & Industrial (C&I) loan portfolio and [2] intense market competition from larger institutions.

    0 Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.2%, FCF Yield is 13%
    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 -24%
    2 Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%
    3 Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 36%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33%
    4 Low stock price volatility
    Vol 12M is 28%
    5 Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, Wealth Management Technology, and Digital Payments.
    6 Key risks
    PGC key risks include [1] potential credit stress in its Commercial & Industrial (C&I) loan portfolio and [2] intense market competition from larger institutions.

    PGC in ETFs

    Weight = PGC's share of each fund

    VTI0.00%
    ITOT0.00%
    IWM0.02%
    KRE0.28%
    AVUV0.05%
    VTWO0.02%
    IWO0.02%
    DFAS0.02%
    +5 more covered ETFs

    Valuation & Metrics

    FYE: 12/31PGC [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$310.2 Mil—
    FY 2026 Sales$351.9 Mil—
    FY 2027 Sales$396.8 Mil—
    FY 2026 Sales Growth13.5%—
    FY 2027 Sales Growth12.8%13.1%
    EARNINGS
    LTM Net Income (GAAP) [3]$51.9 Mil—
    FY 2026 Net Income (Non-GAAP)$63.2 Mil—
    FY 2027 Net Income (Non-GAAP)$85.1 Mil—
    FY 2027 Net Income Growth34.7%18.6%
    FY 2026 EPS (Non-GAAP)$3.57—
    FY 2027 EPS (Non-GAAP)$4.79—
    FY 2027 EPS Growth34.4%—
    VALUATION
    FY 2026 P/S2.21.7
    FY 2027 P/S2.0—
    FY 2026 P/E12.37.9
    FY 2027 P/E9.2—

    [1] PGC 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 10/31/27 (~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).
    PGCS&P 500
    REVENUE GROWTHVERY GOOD
    Rev LTM ($ Bil)0.3
    Rev Chg Q24.3%9.3%
    Rev Chg LTM26.1%8.3%
    Rev Chg 3Y Avg10.1%5.9%
    PROFITABILITYFAIR
    Op Inc LTM ($ Bil)�
    CFO LTM ($ Bil)0.1
    Net Inc LTM ($ Bil)0.1
    CFO/Rev LTM35.7%21.8%
    Net Inc Mgn16.7%13.3%
    VALUATIONMODERATE
    P/S2.53.1
    P/CFO7.015.1
    P/FCF7.619.8
    P/E15.023.0

    AI Analysis | Feedback

    MetricValueDateSource
    Assets Under Management and/or Administration12.9 billion9302025Link
    New Client Relationships (Last Two Years)Over 85010222025Link
    Quarterly Loan Originations667.5 million9302025Link
    Wealth Management Fee Income as a Percentage of Total Revenue22%9302025Link
    Commercial and Industrial (C&I) Balances as a Percentage of Total Loan Portfolio44%9302025Link
    Noninterest-Bearing Demand Deposits as a Percentage of Total Deposits20%9302025Link
    Quarterly Wealth Management New Business Inflows193 million6302025Link
    Insured Deposits to Total Deposits74%12312024Link
    Core Relationship Deposits5.3 billion12312024Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 10/1/2026

    Peapack Gladstone Financial (PGC) stock has lost about 5% since 6/30/2026 because of the following key factors:

    1. Broader Regional Banking Sector Weakness: The stock's decline during fiscal Q3 2026 (July 1 to September 30, 2026), for which Peapack-Gladstone Financial operates on a fiscal year ending December 31, was significantly impacted by broader macroeconomic headwinds affecting the regional banking sector. A flattening yield curve and a 10-year Treasury yield nearing 5% exerted pressure on net interest margin expectations across the industry. This environment led to "broad de-risking across the banking sector," which overshadowed Peapack-Gladstone Financial's company-specific momentum, such as its Q2 2026 revenue growth of 23% year-over-year to $86.1 million and an expanding net interest margin of 3.32%.

    2. Negative Analyst Revisions: Peapack-Gladstone Financial experienced several analyst downgrades during the period, contributing to negative investor sentiment. Specifically, Wall Street Zen downgraded the stock from a "buy" rating to a "hold" rating on July 26, 2026. This was followed by Zacks Research lowering its rating from "strong-buy" to a "hold" on July 29, 2026.

    Show more
    Updated on 10/1/2026

    Peapack Gladstone Financial (PGC) stock has lost about 5% since 6/30/2026 because of the following key factors:

    1. Broader Regional Banking Sector Weakness: The stock's decline during fiscal Q3 2026 (July 1 to September 30, 2026), for which Peapack-Gladstone Financial operates on a fiscal year ending December 31, was significantly impacted by broader macroeconomic headwinds affecting the regional banking sector. A flattening yield curve and a 10-year Treasury yield nearing 5% exerted pressure on net interest margin expectations across the industry. This environment led to "broad de-risking across the banking sector," which overshadowed Peapack-Gladstone Financial's company-specific momentum, such as its Q2 2026 revenue growth of 23% year-over-year to $86.1 million and an expanding net interest margin of 3.32%.

    2. Negative Analyst Revisions: Peapack-Gladstone Financial experienced several analyst downgrades during the period, contributing to negative investor sentiment. Specifically, Wall Street Zen downgraded the stock from a "buy" rating to a "hold" rating on July 26, 2026. This was followed by Zacks Research lowering its rating from "strong-buy" to a "hold" on July 29, 2026.

    3. Overvaluation Concerns: As of October 1, 2026, an analysis based on Price-to-Earnings (P/E) multiples indicated potential overvaluation for Peapack-Gladstone Financial. The relative valuation was estimated at 30.73 USD, compared to a stock price of 43.62 USD, implying a "negative upside" of -29.6%. This suggested the stock was trading above its relative intrinsic value, which could have prompted a price correction during the specified period.

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    Stock Movement Drivers

    Fundamental Drivers

    The -7.0% change in PGC stock from 6/30/2026 to 10/21/2026 was primarily driven by a -20.8% change in the company's P/E Multiple.
    (LTM values as of)630202610212026Change
    Stock Price ($)47.2843.95-7.0%
    Change Contribution By: 
    Total Revenues ($ Mil)2943105.6%
    Net Income Margin (%)14.9%16.7%12.0%
    P/E Multiple18.915.0-20.8%
    Shares Outstanding (Mil)1818-0.7%
    Cumulative Contribution-7.0%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2026 to 10/21/2026
    ReturnCorrelation
    PGC-7.0% 
    Market (SPY)3.5%36.9%
    Sector (XLF)4.5%61.5%

    Fundamental Drivers

    The 25.1% change in PGC stock from 3/31/2026 to 10/21/2026 was primarily driven by a 23.7% change in the company's Net Income Margin (%).
    (LTM values as of)331202610212026Change
    Stock Price ($)35.1343.9525.1%
    Change Contribution By: 
    Total Revenues ($ Mil)27631012.4%
    Net Income Margin (%)13.5%16.7%23.7%
    P/E Multiple16.515.0-9.2%
    Shares Outstanding (Mil)1818-0.9%
    Cumulative Contribution25.1%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    3/31/2026 to 10/21/2026
    ReturnCorrelation
    PGC25.1% 
    Market (SPY)19.2%23.5%
    Sector (XLF)13.9%50.2%

    Fundamental Drivers

    The 60.1% change in PGC stock from 9/30/2025 to 10/21/2026 was primarily driven by a 27.2% change in the company's Net Income Margin (%).
    (LTM values as of)930202510212026Change
    Stock Price ($)27.4443.9560.1%
    Change Contribution By: 
    Total Revenues ($ Mil)24631026.1%
    Net Income Margin (%)13.2%16.7%27.2%
    P/E Multiple15.015.0-0.1%
    Shares Outstanding (Mil)1818-0.1%
    Cumulative Contribution60.1%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    9/30/2025 to 10/21/2026
    ReturnCorrelation
    PGC60.1% 
    Market (SPY)17.0%26.9%
    Sector (XLF)5.3%53.8%

    Fundamental Drivers

    The 74.9% change in PGC stock from 9/30/2023 to 10/21/2026 was primarily driven by a 140.3% change in the company's P/E Multiple.
    (LTM values as of)930202310212026Change
    Stock Price ($)25.1343.9574.9%
    Change Contribution By: 
    Total Revenues ($ Mil)23931029.6%
    Net Income Margin (%)30.2%16.7%-44.5%
    P/E Multiple6.215.0140.3%
    Shares Outstanding (Mil)18181.2%
    Cumulative Contribution74.9%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    9/30/2023 to 10/21/2026
    ReturnCorrelation
    PGC74.9% 
    Market (SPY)87.1%41.4%
    Sector (XLF)76.4%57.9%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    PGC Return57%6%-19%8%-12%58%100%
    Peers Return40%-10%-6%11%15%11%69%
    S&P 500 Return27%-19%24%23%16%12%104%

    Monthly Win Rates [3]
    PGC Win Rate83%58%42%50%42%70% 
    Peers Win Rate72%42%48%53%57%54% 
    S&P 500 Win Rate75%42%67%75%67%50% 

    Max Drawdowns [4]
    PGC Max Drawdown-13%-27%-43%-32%-30%-11% 
    Peers Max Drawdown-19%-28%-43%-25%-23%-17% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: VLY, PFS, OCFC, MTB, CNOB.
    [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 10/21/2026 (YTD)

    How Low Can It Go

    EventPGCS&P 500
    2025 US Tariff Shock
      % Loss-28.0%-18.8%
      % Gain to Breakeven39.0%23.1%
      Time to Breakeven300 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-26.6%-9.5%
      % Gain to Breakeven36.2%10.5%
      Time to Breakeven60 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-37.9%-6.7%
      % Gain to Breakeven61.1%7.1%
      Time to Breakeven1070 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-21.6%-24.5%
      % Gain to Breakeven27.6%32.4%
      Time to Breakeven33 days427 days
    2020 COVID-19 Crash
      % Loss-59.2%-33.7%
      % Gain to Breakeven144.9%50.9%
      Time to Breakeven353 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-20.9%-19.2%
      % Gain to Breakeven26.5%23.8%
      Time to Breakeven321 days105 days

    Compare to VLY, PFS, OCFC, MTB, CNOB

    In The Past

    Peapack Gladstone Financial's stock fell -28.0% during the 2025 US Tariff Shock. Such a loss loss requires a 39.0% 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.

    EventPGCS&P 500
    2025 US Tariff Shock
      % Loss-28.0%-18.8%
      % Gain to Breakeven39.0%23.1%
      Time to Breakeven300 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-26.6%-9.5%
      % Gain to Breakeven36.2%10.5%
      Time to Breakeven60 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-37.9%-6.7%
      % Gain to Breakeven61.1%7.1%
      Time to Breakeven1070 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-21.6%-24.5%
      % Gain to Breakeven27.6%32.4%
      Time to Breakeven33 days427 days
    2020 COVID-19 Crash
      % Loss-59.2%-33.7%
      % Gain to Breakeven144.9%50.9%
      Time to Breakeven353 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-20.9%-19.2%
      % Gain to Breakeven26.5%23.8%
      Time to Breakeven321 days105 days
    2015-2016 China Devaluation / Global Growth Scare
      % Loss-21.8%-12.2%
      % Gain to Breakeven27.8%13.9%
      Time to Breakeven167 days62 days
    2008-2009 Global Financial Crisis
      % Loss-50.7%-53.4%
      % Gain to Breakeven102.8%114.4%
      Time to Breakeven2062 days1085 days

    Compare to VLY, PFS, OCFC, MTB, CNOB

    In The Past

    Peapack Gladstone Financial's stock fell -28.0% during the 2025 US Tariff Shock. Such a loss loss requires a 39.0% 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 Peapack Gladstone Financial (PGC)

    Peapack-Gladstone Financial Corporation (PGC) operates as the bank holding company for Peapack-Gladstone Bank, primarily focusing on private banking and wealth management services. Headquartered in Bedminster, New Jersey, the company serves clients predominantly within New Jersey, offering a specialized approach to financial services rather than a broad retail banking model.

    The company's banking segment provides a comprehensive suite of deposit products, including checking, savings, money market, and certificates of deposit. On the lending side, PGC offers diverse solutions such as working capital lines of credit, term loans, commercial mortgages, multi-family mortgages, and equipment finance for businesses. It also provides residential mortgages, home equity lines, and other consumer loans.

    Beyond traditional banking, Peapack-Gladstone Financial excels in wealth management. This segment offers asset and investment management, personal trust services (acting as executor, trustee, or guardian), and comprehensive financial planning. Its private banking clients typically include businesses, non-profits, and affluent consumers, while wealth management services cater to individuals, families, foundations, endowments, and trusts.

    AI Analysis | Feedback

    • It's like **J.P. Morgan Private Bank**, but as an independent, regional company focused on New Jersey.
    • Think of it as a **regional version of Merrill Lynch Wealth Management**, with its own integrated private banking services for businesses and individuals.
    • It's like the **private client services of a major bank like Bank of America or Wells Fargo**, but offered by a dedicated, independent regional bank.

    AI Analysis | Feedback

    • Deposit Accounts: The company offers various checking, savings, money market, certificate of deposit, and individual retirement accounts.
    • Lending Services: This includes commercial loans, commercial mortgages, multi-family mortgages, residential mortgages, home equity lines of credit, and equipment finance.
    • Wealth Management & Trust Services: Services encompass asset and investment management, personal trust services (executor, trustee, guardian), financial planning, tax preparation, and general advisory.
    • Treasury Management Services: Businesses are provided with solutions for managing cash flow and financial transactions.
    • Digital & Payment Services: Customers can access telephone and internet banking, alongside merchant credit card services.

    AI Analysis | Feedback

    Peapack-Gladstone Financial Corporation (PGC) primarily serves a diverse range of clients through its private banking and wealth management services, rather than a few major corporate customers. Its customers can be categorized as follows:

    • Individuals and Families: This category includes consumers utilizing checking, savings, money market, certificates of deposit, individual retirement accounts, residential mortgages, home equity lines of credit, and private banking services. It also encompasses individuals, families, and estates seeking personal trust, asset management, financial planning, tax preparation, and other wealth management services.

    • Businesses: This segment includes corporate and industrial (C&I) clients, commercial real estate developers, and other companies seeking working capital lines of credit, term loans, commercial mortgages, multi-family mortgages, asset-based financing, equipment finance, treasury management services, C&I advisory services, and private banking.

    • Non-profit Organizations and Fiduciaries: This category comprises non-profits, foundations, endowments, and various trusts and estates that utilize the company's private banking, asset management, and other wealth management and fiduciary services.

    AI Analysis | Feedback

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    AI Analysis | Feedback

    Douglas L. Kennedy, President and Chief Executive Officer

    Douglas L. Kennedy was appointed President and Chief Executive Officer of Peapack-Gladstone Financial Corporation in October 2012. He has over 40 years of experience in the banking industry. Prior to joining Peapack-Gladstone Bank, he held leadership roles with Capital One Bank (USA), N.A., where he was responsible for commercial lending in the mid-Atlantic and Northeast regions and served as market president for New Jersey. His career also includes key executive positions at North Fork Bank, Fleet Bank, and Summit Bank. Mr. Kennedy earned a Bachelor of Science in Economics and a Master of Business Administration in Finance from Sacred Heart University. In 2019, he was appointed to the Board of Directors of the Federal Reserve Bank of New York.

    Frank A. Cavallaro, Senior Executive Vice President and Chief Financial Officer

    Frank A. Cavallaro joined Peapack-Gladstone Financial and Peapack-Gladstone Bank in October 2022 as Senior Executive Vice President and assumed the role of Chief Financial Officer in November 2022. He brings over 30 years of experience across financial institutions and CPA firms. Before joining Peapack-Gladstone, Mr. Cavallaro served as Executive Vice President and Chief Financial Officer of Republic Bank since 2012. He is a Certified Public Accountant.

    John P. Babcock, Senior Executive Vice President, President of Private Wealth Management

    John P. Babcock has served as Senior Executive Vice President and President of Private Wealth Management at Peapack-Gladstone Financial Corp. and Peapack-Gladstone Bank since March 2014. He has over 20 years of experience in wealth management, with expertise in portfolio management, client acquisition, estate planning, and private banking. Previously, he held successful positions at US Trust/Bank of America Private Wealth Management, where he directed high-performing teams focused on client development strategies and custom portfolio management, asset allocation, tax and estate planning, and private banking services.

    Gregory M. Smith, Senior Executive Vice President, President of Commercial Banking

    Gregory M. Smith is the Senior Executive Vice President and President of Commercial Banking at Peapack-Gladstone Financial Corporation. In this role, he leads the bank's commercial banking division, driving its growth and strategic direction. He is responsible for providing financial solutions and services to a diverse range of businesses.

    Robert A. Plante, Executive Vice President, Chief Operating Officer

    Robert A. Plante serves as the Executive Vice President and Chief Operating Officer of Peapack-Gladstone Financial Corporation.

    AI Analysis | Feedback

    Here are the key risks to Peapack Gladstone Financial (symbol: PGC):

    1. Concentration Risk in Commercial & Industrial (C&I) Lending and Credit Quality: Peapack-Gladstone Financial has a significant portion of its loan portfolio concentrated in Commercial & Industrial (C&I) lending, representing 44% of its total loan book as of mid-2025. This concentration exposes the bank to substantial risk if the C&I sector experiences economic headwinds or a downturn, which could lead to increased loan defaults and necessitate higher credit loss provisions, directly impacting profitability.

    2. Macroeconomic Conditions and Interest Rate Risk: The company's financial performance and liquidity are closely tied to broader macroeconomic conditions, including fluctuations in interest rates, inflation, and the overall economic strength in its operating regions. Adverse changes in these factors can lead to reduced demand for banking products, elevated credit losses, increased funding costs, and a decrease in the value of securities and collateral. Changes in interest rates, in particular, can significantly impact the bank's net interest income.

    3. Regulatory Environment and Competition: Peapack-Gladstone operates within a highly regulated banking industry that is subject to increasing scrutiny and evolving capital and liquidity requirements, such as the Basel III endgame rules. These regulatory changes can increase compliance costs and potentially require higher capital buffers, affecting the bank's profitability and operational flexibility. Additionally, the company faces intense competition from larger financial institutions with more extensive resources, which can pressure margins and market share.

    AI Analysis | Feedback

    The rise of robo-advisors and digital wealth management platforms poses a clear emerging threat to Peapack Gladstone Financial's wealth management services. These platforms offer automated, algorithm-driven investment management and financial planning at significantly lower costs, accessible through digital channels. This directly threatens Peapack-Gladstone's offerings such as "asset and investment management services," "personal trust services," and "financial planning, tax preparation, and advisory services" by providing a cheaper, more accessible alternative, potentially eroding client base or pressuring fees, especially for segments of the market that are comfortable with digital solutions or prioritize cost over personalized human interaction.

    AI Analysis | Feedback

    The addressable markets for Peapack Gladstone Financial's main products and services primarily span the United States, with a significant focus on the New Jersey market for its private banking and wealth management offerings.

    Private Banking and Wealth Management Services

    • The U.S. Private Banking Market was valued at approximately USD 89.14 billion in 2023 and is projected to reach USD 286.59 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 12.39% from 2023 to 2033. Other estimates indicate the market was valued at USD 108.96 billion in 2024 and is expected to reach USD 180.65 billion by 2030, with an 8.79% CAGR. Another source projects the U.S. Private Banking Market to rise from US$132.7 billion in 2026 to US$235.3 billion by 2033, at a CAGR of 8.5%.
    • For the Portfolio Management & Investment Advice industry specifically in New Jersey, the market size is estimated at USD 12.0 billion in 2026. The Northeast region, which includes New Jersey, was identified as the dominant area in the United States private banking market due to its concentration of wealth and financial infrastructure.

    Commercial Lending

    • The U.S. Commercial Banking Market, which includes commercial lending, was estimated at USD 765.53 billion in 2026 and is projected to reach USD 954.48 billion by 2031, growing at a 4.51% CAGR from 2026 to 2031. Commercial lending represented 43.78% of the U.S. commercial banking market share in 2025.
    • Across North America, the commercial lending market is projected to reach a valuation of USD 2,892.50 billion by 2025.
    • In New Jersey, banks issued approximately $8.5 billion in new loans (of $1 million or less) to businesses in 2022.

    Residential Mortgages

    • Total single-family mortgage origination volume in the U.S. is expected to increase to $2.2 trillion in 2026, up from $2.0 trillion in 2025.
    • The U.S. Home Mortgage Market is projected to reach a valuation of USD 204,490.7 million in 2024 and is anticipated to grow to USD 571,641.9 million by 2033, with a CAGR of 12.1% from 2024 to 2033.
    • While a specific overall market size for residential mortgages in New Jersey was not found, the median sales price for single-family homes in New Jersey increased to $575,000 in January 2026.

    AI Analysis | Feedback

    Peapack Gladstone Financial (PGC) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives:

    1. Expansion into the Metro New York City Market: Peapack-Gladstone Financial is aggressively expanding its presence in the Metro New York City market, including Manhattan and Long Island. This strategic move, which began in 2023 and continued through 2024 and 2025, involves establishing new locations, such as a flagship branch at 300 Park Avenue, and building commercial and private banking teams to attract clients underserved by larger financial institutions. This expansion has already resulted in significant growth in core deposits and new customer relationships.
    2. Growth in Wealth Management Services: The company's Wealth Management Division is a crucial driver of revenue growth, contributing a significant portion of total revenue through fee income. Peapack-Gladstone rebranded to "Peapack Private Bank & Trust" to emphasize its boutique private banking and wealth management capabilities. Assets under management/administration (AUM/AUA) have shown consistent growth, and the expansion into New York City aims to further capitalize on opportunities within this lucrative sector by adding wealth professionals and advisory presence.
    3. Commercial and Industrial (C&I) Lending Expansion: Peapack-Gladstone is actively diversifying its loan portfolio with a focus on Commercial and Industrial (C&I) lending and equipment finance. C&I loans constitute a substantial percentage of the total loan portfolio and new business originations, indicating a strategic push to grow this segment of their lending activities.
    4. Core Deposit Growth and Improved Funding Costs: The company's expansion strategy, particularly in the Metro New York City market, has been successful in attracting lower-cost core deposit relationships, including noninterest-bearing accounts. This growth in core deposits helps to lower funding costs and improve net interest margins, thereby enhancing the company's overall net interest income and supporting revenue growth.

    AI Analysis | Feedback

    Share Repurchases

    • On January 30, 2025, Peapack-Gladstone Financial Corporation's Board of Directors approved a plan to repurchase up to 880,000 shares, which was approximately 5 percent of the outstanding shares as of that date, through December 31, 2026.
    • The company also repurchases shares to satisfy tax withholding obligations upon the exercise of stock options and/or the vesting of restricted stock awards/units, which are separate from its formal share repurchase program.

    Share Issuance

    • The company's cash flow statements have shown negative "Net commonstock issuance" figures in recent periods, indicating net share repurchases rather than issuances, with one reported amount of -$2.67 million.
    • Peapack-Gladstone Financial issued 9,693 shares for an Employee Stock Purchase Plan during an unaudited six-month period ending June 30.
    • In February 2026, under the 2025 Long-Term Incentive Plan, the company granted performance-based Restricted Stock Units (RSUs) to its CEO, Douglas Kennedy (50,000 units), and President of Private Wealth Management, John Babcock (32,000 units), which will vest through December 31, 2028, contingent on performance goals and continued employment.

    Capital Expenditures

    • Peapack-Gladstone Financial has undertaken "significant investments" as part of its expansion strategy, particularly in the metro New York City market, which management states supports growth in lower-cost core deposit relationships.
    • The company's profit margin slip in October 2025 was suggested to be due to "investing heavily" or "facing higher costs to capture that growth".

    Peer Outperformance in Regional Banks

    PGC has trailed 63% of its 259 Regional Banks peers over 5Y. Among the peers that beat it are SRCE, WTFC and EWBC. Regional Banks ranks 8th of 18 industries in Financials by median 5Y return.
    Share of Regional Banks constituents that PGC has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
    1Y
    94%
    of 281 industry peers · 58.6% return
    3Y
    37%
    of 271 industry peers · 84.0% return
    5Y
    37%
    of 259 industry peers · 35.2% return
    Regional Banks peers with revenue growth within 4pp of PGC's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
    Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
    PGC Peapack Gladstone Financial 10.1% 15.0x 58.6%84.0%35.2% —
    SRCE 1st Source 7.0% 12.1x 47.3%110.9%101.1% +66pp
    WTFC Wintrust Financial 9.5% 11.0x 15.5%108.8%75.5% +40pp
    EWBC East West Bancorp 6.3% 12.5x 36.4%176.6%75.2% +40pp
    PRK Park National 8.5% 17.0x 15.9%109.6%68.5% +33pp
    FULT Fulton Financial 8.0% 10.9x 30.5%109.4%65.9% +31pp
    Price returns, excluding dividends. P/E shown for context only and not used for matching.
    Median price return by industry across the Financials sector, ranked by 5Y. Regional Banks is PGC'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 29.3%70.9%117.9% SPNT 175% · RGA 150% · RNR 149%
    Diversified Banks 12 28.8%148.1%90.6% CM 141% · RY 126% · JPM 124%
    Life & Health Insurance 20 13.6%61.4%84.5% JXN 473% · UNM 291% · MFC 183%
    Multi-Sector Holdings 4 9.7%58.8%71.2% BRK-B 88% · VOYA 54% · JEF 30%
    Investment Banking & Brokerage 13 -12.1%102.8%70.1% IBKR 373% · SNEX 176% · GS 151%
    Property & Casualty Insurance 42 13.6%80.6%63.8% TRV 174% · PGR 161% · ACGL 146%
    Multi-line Insurance 9 7.7%67.3%58.4% GNW 98% · L 98% · AIZ 87%
    Regional Banks ← 260 29.2%97.1%53.0% CBC 228% · FCNCA 161% · NIC 138%
    Financial Exchanges & Data 15 7.8%36.5%29.9% CBOE 168% · VIRT 161% · CME 70%
    Consumer Finance 30 -1.3%90.3%27.5% ENVA 413% · EZPW 325% · FCFS 154%
    Insurance Brokers 15 -6.3%7.3%19.4% LIFE 416% · ARX 88% · AJG 66%
    Diversified Financial Services 4 -4.1%22.5%5.3% FRHC 158% · EQH 83%
    Asset Management & Custody Banks 84 -13.7%21.9%3.0% WT 296% · AAMI 257% · VCTR 244%
    Commercial & Residential Mortgage Finance 15 -54.2%35.1%-5.8% FNMA 340% · FMCC 305% · ACT 149%
    Specialized Finance 3 7.9%35.9%-12.1% CACC -12% · HASI -22%
    Mortgage REITs 34 -21.7%-2.9%-35.1% RITM 25% · DX 17% · AGNC 6%
    Transaction & Payment Processing Services 17 0.6%8.3%-36.6% V 84% · MA 80% · CPAY 47%
    Diversified Capital Markets 20 -53.8%13.4%-63.7% LPLA 89% · TW 45% · RIOT -52%
    Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

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    Peer Comparisons

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    Financials

    PGCVLYPFSOCFCMTBCNOBMedian
    NamePeapack .Valley N.Providen.OceanFir.M&T Bank ConnectO. 
    Mkt Price43.9813.2522.5816.11219.2530.8926.73
    Mkt Cap0.87.32.91.132.01.62.2
    Rev LTM3102,1539074389,823461684
    Op Inc LTM-------
    FCF LTM1025753501133,595128239
    FCF 3Y Avg63454376823,49486231
    CFO LTM1115753701223,804135253
    CFO 3Y Avg72454387903,70491239

    Growth & Margins

    PGCVLYPFSOCFCMTBCNOBMedian
    NamePeapack .Valley N.Providen.OceanFir.M&T Bank ConnectO. 
    Rev Chg LTM26.1%12.6%8.1%13.7%4.7%59.9%13.1%
    Rev Chg 3Y Avg10.1%3.0%23.7%0.2%0.9%19.1%6.6%
    Rev Chg Q24.3%13.3%9.6%32.6%4.1%44.6%18.8%
    QoQ Delta Rev Chg LTM5.6%3.1%2.3%7.9%1.0%8.9%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 LTM35.7%26.7%40.8%27.8%38.7%29.2%32.5%
    CFO/Rev 3Y Avg27.1%23.0%50.3%21.9%39.2%26.8%26.9%
    FCF/Rev LTM32.9%26.7%38.6%25.7%36.6%27.7%30.3%
    FCF/Rev 3Y Avg23.4%23.0%48.9%20.0%37.0%25.3%24.3%

    Valuation

    PGCVLYPFSOCFCMTBCNOBMedian
    NamePeapack .Valley N.Providen.OceanFir.M&T Bank ConnectO. 
    Mkt Cap0.87.32.91.132.01.62.2
    P/S2.53.43.22.63.33.43.2
    P/Op Inc-------
    P/EBIT-------
    P/E15.010.69.423.610.59.710.6
    P/CFO7.012.87.99.38.411.58.9
    Total Yield7.1%13.1%14.9%8.3%12.3%12.7%12.5%
    Dividend Yield0.5%3.4%4.2%4.1%2.8%2.4%3.1%
    FCF Yield 3Y Avg10.4%8.7%16.7%7.4%11.8%7.2%9.6%
    D/E0.20.50.92.00.60.60.6
    Net D/E-0.20.3-0.2-0.1-0.7-0.0-0.1

    Returns

    PGCVLYPFSOCFCMTBCNOBMedian
    NamePeapack .Valley N.Providen.OceanFir.M&T Bank ConnectO. 
    1M Rtn-2.6%-1.1%-1.5%-8.3%-3.4%-2.0%-2.3%
    3M Rtn-4.0%-8.0%-5.0%-17.3%-12.0%-5.8%-6.9%
    6M Rtn12.1%1.6%2.6%-12.4%2.1%11.7%2.4%
    12M Rtn58.7%33.6%26.3%-11.6%24.1%29.6%27.9%
    3Y Rtn84.1%94.0%87.1%39.0%111.4%101.2%90.5%
    1M Excs Rtn-0.2%2.4%1.0%-5.9%-0.5%0.4%0.1%
    3M Excs Rtn-7.0%-11.0%-7.4%-19.9%-13.7%-4.4%-9.2%
    6M Excs Rtn4.8%-5.9%-4.7%-19.7%-5.2%4.4%-5.0%
    12M Excs Rtn48.4%20.2%13.0%-24.3%10.2%17.0%15.0%
    3Y Excs Rtn2.5%5.5%5.4%-42.6%21.1%16.8%5.4%

    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 Date8/7/20265/8/20263/11/202611/7/20258/8/20255/9/20253/12/202511/7/20248/8/20245/10/20243/12/202411/8/2023
    Key Financials Quarterly            
    Total Revenue848176696863605555525255
    Net Income1614121088988999
    EPS0.890.800.690.550.450.430.530.430.420.490.480.49
    Key Financials TTM            
    Total Revenue TTM310294276260246234223214214215225232
    Net Income TTM524437343232333234394961
    Growth Rates Quarterly            
    Total Revenue Growth24.3%28.4%25.9%25.7%22.1%21.1%16.1%0.1%-2.0%-15.0%-12.9%-11.3%
    Net Income Growth101.1%86.3%31.6%26.9%5.5%-12.0%7.5%-13.3%-42.7%-53.0%-58.2%-56.5%
    Margins Quarterly            
    Net Income Margin19.0%17.5%16.0%13.9%11.7%12.1%15.3%13.8%13.6%16.6%16.5%15.9%
    Cash & Debt            
    Total Cash3043044094121,0832976171,175908746738709
    Total Debt117106217141142143178180176274553621
    Net Debt / (Cash)-187-197-192-271-941-154-439-996-731-472-185-88
    Cash Flows Quarterly            
    FCF from Operations5125-13616-82625119125
    Cash Flows TTM            
    FCF from Operations TTM1117643715944714646507082
    Returns to Shareholders Quarterly            
    Dividends111111111111
    Share Repurchases01-0331-032323
    Return on Invested Capital (ROIC) Quarterly            
    ROIC------------
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM------------

    Segment Financials

    Revenue by Segment
    $ Mil20252024202320222021
    Banking217163169178150
    Wealth Management66656165 
    Peapack Private    61
    Total283228230242210


    Operating Income by Segment
    $ Mil2015201420132012
    Banking251342
    Wealth Management Division8   
    PGB Trust & Investments 676
    Total3219118


    Net Income by Segment
    $ Mil20252024202320222021
    Wealth Management19171418 
    Banking1816355740
    Peapack Private    17
    Total3733497457


    Assets by Segment
    $ Mil20252024202320222021
    Banking7,3976,8746,3586,2575,973
    Wealth Management12913711997 
    Peapack Private    105
    Total7,5267,0116,4776,3546,078


    Price Behavior

    Price Behavior
    Market Price$43.95 
    Market Cap ($ Bil)0.8 
    First Trading Date04/27/1999 
    Distance from 52W High-9.0% 
       50 Days200 Days
    DMA Price$44.84$40.63
    DMA Trenddownup
    Distance from DMA-2.0%8.2%
     3M1YR
    Volatility17.6%28.0%
    Downside Capture106.2343.67
    Upside Capture57.8893.38
    Correlation (S&P 500)36.2%27.4%
    PGC Betas & Captures as of 9/30/2026

     1M2M3M6M1Y3Y
    Beta0.590.490.730.470.620.98
    Up Beta-1.100.400.01-0.030.570.91
    Down Beta0.630.051.01-0.050.611.06
    Up Capture63%36%66%88%81%93%
    Bmk +ve Days6162766132424
    Stock +ve Days8183068130380
    Down Capture107%97%124%71%50%100%
    Bmk -ve Days16263760120328
    Stock -ve Days14243457121367

    [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 PGC
    PGC62.4%28.0%1.71-
    Sector ETF (XLF)7.5%14.4%0.2750.6%
    Equity (SPY)16.2%12.7%0.9026.7%
    Gold (GLD)-6.0%29.0%-0.22-5.7%
    Commodities (DBC)50.2%20.7%1.85-26.2%
    Real Estate (VNQ)3.1%13.8%-0.0340.9%
    Bitcoin (BTCUSD)-25.3%43.4%-0.559.4%

    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 PGC
    PGC6.5%33.8%0.24-
    Sector ETF (XLF)9.7%18.3%0.3958.9%
    Equity (SPY)13.6%17.1%0.6144.3%
    Gold (GLD)17.7%18.9%0.76-2.6%
    Commodities (DBC)9.5%19.5%0.374.1%
    Real Estate (VNQ)1.1%18.9%-0.0546.1%
    Bitcoin (BTCUSD)7.6%51.7%0.3317.3%

    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 PGC
    PGC7.8%37.1%0.31-
    Sector ETF (XLF)13.1%22.1%0.5468.2%
    Equity (SPY)15.5%17.9%0.7351.8%
    Gold (GLD)12.2%16.4%0.61-3.5%
    Commodities (DBC)8.2%18.1%0.3714.6%
    Real Estate (VNQ)5.2%20.7%0.2151.9%
    Bitcoin (BTCUSD)62.6%66.2%1.0213.3%

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

    Short Interest

    Short Interest: As Of Date9302026
    Short Interest: Shares Quantity1.2 Mil
    Short Interest: % Change Since 915202628.8%
    Average Daily Volume0.1 Mil
    Days-to-Cover Short Interest8.2 days
    Basic Shares Quantity17.7 Mil
    Short % of Basic Shares6.9%

    Returns Analyses

    Earnings Returns History

    Updated 8/27/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/27/20261.4%-1.5%-3.9%
    4/22/20261.9%5.8%9.4%
    1/29/20265.2%14.5%13.0%
    10/22/2025-6.3%-8.2%-10.3%
    7/21/2025-8.7%-11.5%-10.2%
    4/22/2025-0.7%2.9%2.2%
    1/28/2025-1.2%-0.0%-2.0%
    10/22/20247.7%12.7%27.1%
    ...
    SUMMARY STATS   
    # Positive161416
    # Negative8108
    Median Positive2.0%5.8%8.4%
    Median Negative-4.0%-4.0%-7.6%
    Max Positive7.7%14.5%38.4%
    Max Negative-8.7%-11.5%-19.1%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/27/20261.4%-1.5%-3.9%
    4/22/20261.9%5.8%9.4%
    1/29/20265.2%14.5%13.0%
    10/22/2025-6.3%-8.2%-10.3%
    7/21/2025-8.7%-11.5%-10.2%
    4/22/2025-0.7%2.9%2.2%
    1/28/2025-1.2%-0.0%-2.0%
    10/22/20247.7%12.7%27.1%
    7/23/2024-1.6%3.5%-4.5%
    4/23/2024-8.6%-10.6%-4.9%
    1/25/20244.0%-4.6%-19.1%
    10/24/2023-5.5%-1.6%7.4%
    7/25/20231.9%-3.4%-10.4%
    4/25/20232.0%-5.7%4.9%
    1/26/20230.7%6.4%5.5%
    10/27/20223.9%0.4%6.7%
    7/29/20223.2%3.5%9.4%
    4/29/2022-2.6%-0.4%4.8%
    1/28/20222.5%8.9%9.3%
    10/28/20212.0%5.9%2.5%
    7/28/20212.3%4.1%9.5%
    4/29/20210.7%3.3%6.0%
    2/1/20210.6%8.9%19.9%
    10/28/20201.1%7.7%38.4%
    SUMMARY STATS   
    # Positive161416
    # Negative8108
    Median Positive2.0%5.8%8.4%
    Median Negative-4.0%-4.0%-7.6%
    Max Positive7.7%14.5%38.4%
    Max Negative-8.7%-11.5%-19.1%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    06/30/202608/07/202610-Q
    03/31/202605/08/202610-Q
    12/31/202503/11/202610-K
    09/30/202511/07/202510-Q
    06/30/202508/08/202510-Q
    03/31/202505/09/202510-Q
    12/31/202403/12/202510-K
    09/30/202411/07/202410-Q
    06/30/202408/08/202410-Q
    03/31/202405/10/202410-Q
    12/31/202303/12/202410-K
    09/30/202311/08/202310-Q
    06/30/202308/08/202310-Q
    03/31/202305/09/202310-Q
    12/31/202203/13/202310-K
    09/30/202211/09/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    06/30/202608/07/202610-Q
    03/31/202605/08/202610-Q
    12/31/202503/11/202610-K
    09/30/202511/07/202510-Q
    06/30/202508/08/202510-Q
    03/31/202505/09/202510-Q
    12/31/202403/12/202510-K
    09/30/202411/07/202410-Q
    06/30/202408/08/202410-Q
    03/31/202405/10/202410-Q
    12/31/202303/12/202410-K
    09/30/202311/08/202310-Q
    06/30/202308/08/202310-Q
    03/31/202305/09/202310-Q
    12/31/202203/13/202310-K
    09/30/202211/09/202210-Q
    06/30/202208/09/202210-Q
    03/31/202205/18/202210-Q
    12/31/202103/14/202210-K
    09/30/202111/08/202110-Q
    06/30/202108/09/202110-Q
    03/31/202105/10/202110-Q
    12/31/202003/12/202110-K
    09/30/202011/09/202010-Q
    06/30/202008/10/202010-Q
    03/31/202005/11/202010-Q
    12/31/201903/13/202010-K
    09/30/201911/06/201910-Q

    Recent Forward Guidance

    Updated 10/4/2026

    Latest: Q2 2026 Earnings Reported 7/27/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    2026 Operating ExpensesReported      

    null

    Insider Activity

    Updated 9/22/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Hemhauser, MaureenEVP & Chief Risk OfficerDirectSell922202645.322,297  Form
    2Smith, Gregory MartinSEVP, President Comml BankingDirectSell903202644.661,25055,825563,699Form
    3Babcock, John PSEVP & Pres of Priv Wealth MgtDirectSell630202647.115,000235,5322,147,208Form
    4Chalkan, LisaEVP, Chief Credit OfficerDirectSell630202647.601,10052,3601,241,170Form
    5Rossi, Francesco SSVP/Chief Accounting OfficerDirectSell612202645.5254724,897233,947Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Hemhauser, MaureenEVP & Chief Risk OfficerDirectSell922202645.322,297  Form
    2Smith, Gregory MartinSEVP, President Comml BankingDirectSell903202644.661,25055,825563,699Form
    3Babcock, John PSEVP & Pres of Priv Wealth MgtDirectSell630202647.115,000235,5322,147,208Form
    4Chalkan, LisaEVP, Chief Credit OfficerDirectSell630202647.601,10052,3601,241,170Form
    5Rossi, Francesco SSVP/Chief Accounting OfficerDirectSell612202645.5254724,897233,947Form
    6Rossi, Francesco SSVP/Chief Accounting OfficerEmployee Stock Purchase PlanSell612202645.521,93788,164153,388Form
    7Spinelli, Anthony W DirectSell609202644.632,00089,260524,045Form
    8Cavallaro, Frank ASEVP & Chief Financial OfficerDirectBuy401202634.952,890101,000514,249Form
    9Kennedy, Douglas LPresident & CEORabbi TrustBuy401202635.2111,296397,7328,518,207Form
    10Campion, Patrick DirectBuy401202634.971,43049,993108,568Form
    11Campion, Patrick DirectSell323202628.85340  Form
    12Hemhauser, MaureenEVP & Chief Risk OfficerDirectSell210202635.595,272  Form
    13Gramigna, Edward A JR DirectSell930202528.22256235,188Form
    14Chalkan, LisaEVP, Chief Credit OfficerDirectSell919202529.652,50074,130699,847Form
    15Smith, Gregory MartinSEVP, President Comml BankingDirectSell917202529.153,20093,280158,191Form

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    Core Cache Last Updated: 10/21/2026