Westamerica Bancorp (WABC)
Market Price (2/15/2026): $52.25 | Market Cap: $1.3 BilSector: Financials | Industry: Regional Banks
Westamerica Bancorp (WABC)
Market Price (2/15/2026): $52.25Market Cap: $1.3 BilSector: FinancialsIndustry: Regional Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, Dividend Yield is 3.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.4%, FCF Yield is 9.3% | Trading close to highsDist 52W High is -0.5% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -13%, Rev Chg QQuarterly Revenue Change % is -14% |
| 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 -148% | Weak multi-year price returns2Y Excs Rtn is -11%, 3Y Excs Rtn is -62% | Key risksWABC key risks include [1] its heavy operational and real estate loan concentration in California and [2] significant, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 47%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 46% | ||
| Low stock price volatilityVol 12M is 24% | ||
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Wealth Management Technology. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, Dividend Yield is 3.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.4%, FCF Yield is 9.3% |
| 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 -148% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 47%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 46% |
| Low stock price volatilityVol 12M is 24% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Wealth Management Technology. |
| Trading close to highsDist 52W High is -0.5% |
| Weak multi-year price returns2Y Excs Rtn is -11%, 3Y Excs Rtn is -62% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -13%, Rev Chg QQuarterly Revenue Change % is -14% |
| Key risksWABC key risks include [1] its heavy operational and real estate loan concentration in California and [2] significant, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Westamerica Bancorp (WABC) stock has gained about 10% since 10/31/2025 because of the following key factors:
1. Westamerica Bancorp reported strong fourth-quarter 2025 financial results that exceeded analyst expectations. The company's adjusted earnings per share (EPS) of $1.12 surpassed forecasts by 5.2%, and its revenue of $63.55 million also exceeded Wall Street projections by 2.7%.
2. The company maintained efficient operations and a valuable low-cost deposit base, contributing to stable profitability. Westamerica Bancorp achieved a low annualized funding cost of 0.24% for its loan and bond portfolios, largely due to 46% of its deposits being in non-interest-bearing checking accounts. Additionally, operating expenses were well managed at 40% of total revenue.
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1. Westamerica Bancorp reported strong fourth-quarter 2025 financial results that exceeded analyst expectations. The company's adjusted earnings per share (EPS) of $1.12 surpassed forecasts by 5.2%, and its revenue of $63.55 million also exceeded Wall Street projections by 2.7%.
2. The company maintained efficient operations and a valuable low-cost deposit base, contributing to stable profitability. Westamerica Bancorp achieved a low annualized funding cost of 0.24% for its loan and bond portfolios, largely due to 46% of its deposits being in non-interest-bearing checking accounts. Additionally, operating expenses were well managed at 40% of total revenue.
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Stock Movement Drivers
Fundamental Drivers
The 11.7% change in WABC stock from 10/31/2025 to 2/14/2026 was primarily driven by a 15.5% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.76 | 52.21 | 11.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 275 | 264 | -3.8% |
| Net Income Margin (%) | 46.2% | 45.4% | -1.7% |
| P/E Multiple | 9.5 | 11.0 | 15.5% |
| Shares Outstanding (Mil) | 26 | 25 | 2.2% |
| Cumulative Contribution | 11.7% |
Market Drivers
10/31/2025 to 2/14/2026| Return | Correlation | |
|---|---|---|
| WABC | 11.7% | |
| Market (SPY) | -0.0% | 17.8% |
| Sector (XLF) | -1.4% | 39.2% |
Fundamental Drivers
The 12.2% change in WABC stock from 7/31/2025 to 2/14/2026 was primarily driven by a 18.4% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.55 | 52.21 | 12.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 284 | 264 | -7.0% |
| Net Income Margin (%) | 46.9% | 45.4% | -3.1% |
| P/E Multiple | 9.3 | 11.0 | 18.4% |
| Shares Outstanding (Mil) | 27 | 25 | 5.1% |
| Cumulative Contribution | 12.2% |
Market Drivers
7/31/2025 to 2/14/2026| Return | Correlation | |
|---|---|---|
| WABC | 12.2% | |
| Market (SPY) | 8.2% | 30.2% |
| Sector (XLF) | -1.1% | 48.3% |
Fundamental Drivers
The 5.7% change in WABC stock from 1/31/2025 to 2/14/2026 was primarily driven by a 22.4% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 49.41 | 52.21 | 5.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 305 | 264 | -13.2% |
| Net Income Margin (%) | 48.1% | 45.4% | -5.5% |
| P/E Multiple | 9.0 | 11.0 | 22.4% |
| Shares Outstanding (Mil) | 27 | 25 | 5.3% |
| Cumulative Contribution | 5.7% |
Market Drivers
1/31/2025 to 2/14/2026| Return | Correlation | |
|---|---|---|
| WABC | 5.7% | |
| Market (SPY) | 14.3% | 48.5% |
| Sector (XLF) | 1.4% | 60.3% |
Fundamental Drivers
The 5.9% change in WABC stock from 1/31/2023 to 2/14/2026 was primarily driven by a 10.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312023 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 49.32 | 52.21 | 5.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 239 | 264 | 10.5% |
| Net Income Margin (%) | 43.7% | 45.4% | 4.0% |
| P/E Multiple | 12.7 | 11.0 | -13.3% |
| Shares Outstanding (Mil) | 27 | 25 | 6.2% |
| Cumulative Contribution | 5.9% |
Market Drivers
1/31/2023 to 2/14/2026| Return | Correlation | |
|---|---|---|
| WABC | 5.9% | |
| Market (SPY) | 74.0% | 41.9% |
| Sector (XLF) | 47.7% | 61.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WABC Return | 7% | 5% | -1% | -4% | -5% | 10% | 12% |
| Peers Return | 18% | -30% | 30% | 1% | 22% | 7% | 42% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| WABC Win Rate | 50% | 50% | 42% | 42% | 42% | 100% | |
| Peers Win Rate | 33% | 47% | 58% | 44% | 80% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| WABC Max Drawdown | -0% | -8% | -36% | -20% | -16% | 0% | |
| Peers Max Drawdown | -8% | -38% | -27% | -17% | -7% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEWT, ATLO, CBC, HYNE, NU.
[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 2/13/2026 (YTD)
How Low Can It Go
| Event | WABC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -41.9% | -25.4% |
| % Gain to Breakeven | 72.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -30.3% | -33.9% |
| % Gain to Breakeven | 43.6% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -22.2% | -19.8% |
| % Gain to Breakeven | 28.6% | 24.7% |
| Time to Breakeven | 348 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -47.6% | -56.8% |
| % Gain to Breakeven | 90.9% | 131.3% |
| Time to Breakeven | 2,831 days | 1,480 days |
Compare to NEWT, ATLO, CBC, HYNE, NU
In The Past
Westamerica Bancorp's stock fell -41.9% during the 2022 Inflation Shock from a high on 11/10/2022. A -41.9% loss requires a 72.0% gain to breakeven.
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About Westamerica Bancorp (WABC)
Westamerica Bancorporation operates as a bank holding company for the Westamerica Bank that provides various banking products and services to individual and commercial customers. The company accepts various deposit products, including retail savings and checking accounts, as well as certificates of deposit. Its loan portfolio includes commercial, commercial and residential real estate, real estate construction, and consumer installment loans, as well as indirect automobile loans. It operates through 78 branch offices in 21 counties in Northern and Central California. The company was formerly known as Independent Bankshares Corporation and changed its name to Westamerica Bancorporation in 1983. The company was incorporated in 1972 and is headquartered in San Rafael, California.
AI Analysis | Feedback
Here are 1-3 brief analogies for Westamerica Bancorp (WABC):
- A regional Bank of America
- Like a smaller U.S. Bancorp
- The In-N-Out Burger of California banking
AI Analysis | Feedback
- Deposit Services: Offers various checking, savings, money market, and certificate of deposit accounts for individuals and businesses.
- Lending Services: Provides a range of loans including commercial, real estate, residential mortgage, and consumer loans.
- Cash Management Services: Delivers tools and services to businesses for efficient management of their cash flow, such as remote deposit capture and ACH services.
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Westamerica Bancorp (symbol: WABC) is a bank holding company, and its primary subsidiary, Westamerica Bank, provides a full range of banking services. As a financial institution, Westamerica Bank serves a broad base of clients rather than having a few "major customer companies" in the traditional sense where one or more customers account for a significant portion of revenue. Banks typically diversify their loan portfolios and customer base for risk management.
Therefore, Westamerica Bancorp sells primarily to individuals and businesses, and its customers can be categorized as follows:
- Individual and Retail Customers: This category includes consumers who utilize personal banking services such as checking accounts, savings accounts, money market accounts, certificates of deposit, consumer loans (e.g., auto loans, personal lines of credit), and residential mortgage loans.
- Commercial Customers: This category encompasses small to medium-sized businesses, corporations, and non-profit organizations that use commercial banking services. These services include business checking and savings accounts, commercial real estate loans, commercial and industrial loans (e.g., lines of credit, equipment financing), and treasury management services.
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David L. Payne, Chairman, President and Chief Executive Officer
Mr. Payne was appointed CEO in January 1989 and also serves as President and General Manager of Gibson Radio and Publishing.
Anela Jonas, Senior Vice President, Chief Financial Officer
Ms. Jonas was appointed Chief Financial Officer effective June 27, 2024. She is a California licensed certified public accountant (inactive) and has 13 years of experience within Westamerica Bancorporation's Finance and Administration Division, including serving as Controller.
John A. Thorson, Senior Vice President & Treasurer
Mr. Thorson previously served as Chief Financial Officer for Westamerica Bancorporation from 2005 to 2019, and again from March 2023 until June 2024. He now retains his responsibilities as Treasurer and Treasury Division Manager.
Brian J. Donohoe, Senior Vice President & Chief Information Officer
Mr. Donohoe serves as the Senior Vice President and Chief Information Officer.
Russell W. Rizzardi, Senior Vice President & Chief Credit Administrator of Westamerica Bank
Mr. Rizzardi has served as Senior Vice President and Chief Credit Administrator of Westamerica Bank since 2008.
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The key risks to Westamerica Bancorp's (WABC) business primarily stem from its concentrated operations and the inherent sensitivities of the banking sector.
- Geographic Concentration and Real Estate Exposure in California: Westamerica Bancorp's operations are substantially concentrated within California. A significant portion of its loan portfolio, approximately 65% as of December 31, 2024, is dependent on real estate. This concentration makes the company highly vulnerable to adverse changes in California's economic conditions, particularly within its real estate markets.
- Interest Rate Risk and Net Interest Margin Compression: The company's profitability and cash flow are heavily influenced by the difference between the interest earned on its loans and investments and the interest paid on deposits and other borrowings. Westamerica Bancorp has experienced a notable decline in its net interest margin, dropping by 46.7 basis points over the last two years, indicating reduced loan book profitability, partly due to increased competition. Management has also highlighted ongoing challenges from Federal Reserve policy as a factor affecting their outlook.
- Credit Quality Deterioration of Loan Portfolio: There is an inherent risk that the credit quality of Westamerica Bancorp's loan portfolio could deteriorate. Such a deterioration would adversely affect the company's financial condition and operating results.
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The clear emerging threat for Westamerica Bancorp (WABC) is the intensifying competitive pressure from digital-first financial service providers. Neobanks and fintech companies, operating with significantly lower overhead costs due to their lack of physical branches, offer highly competitive interest rates on deposits, streamlined lending platforms, and superior digital user experiences. This directly challenges WABC's traditional branch-based banking model by eroding its customer base, particularly among younger, digitally-native demographics, and intensifying competition for both deposits and loans, thereby compressing net interest margins. This mirrors the disruption experienced by traditional businesses when agile, technology-driven alternatives emerge, such as Netflix displacing Blockbuster or Uber disrupting taxicab businesses.
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For Westamerica Bancorp, which operates as a regional community bank in Northern and Central California, the addressable markets for some of its main products and services are as follows:
- Commercial Banking: The market size of the Commercial Banking industry in California is estimated at $125.7 billion in 2025. This includes services such as receiving deposits from customers and issuing commercial and industrial loans.
- Personal Loans: The personal loan market in California accounts for approximately $30 billion in outstanding debt as of late 2024.
Information on the total addressable market size for deposits or the broader retail banking market specifically within California for recent years is not available in the provided search results. While the U.S. retail banking market is projected to reach $0.87 trillion in 2025, a California-specific figure is not provided.
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Here are 3-5 expected drivers of future revenue growth for Westamerica Bancorp (WABC) over the next 2-3 years:- Investments in Digital Banking Platforms and Data Analytics: Westamerica Bancorp plans to drive future growth through investments in digital banking platforms and data analytics. These technological advancements are expected to position the bank favorably within its market, potentially attracting new customers and enhancing existing customer relationships through improved services.
- Market Share Expansion and Specialized Services: The company has the potential to expand its market share within its existing footprint across central and Northern California. This expansion is anticipated through targeting underserved areas and offering specialized services tailored to the needs of its commercial clientele.
- Growth in Fee-Based Noninterest Income: Westamerica Bancorp has demonstrated an increase in noninterest income, particularly from higher merchant processing fees and debit card fees. This trend indicates a potential continued revenue growth stream from these service charges.
- Strategic Partnerships or Acquisitions: To further diversify revenue sources and expand its reach, strategic partnerships or acquisitions are identified as potential avenues for growth. Such initiatives could open new markets or integrate complementary services.
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Share Repurchases
- Westamerica Bancorporation's Board of Directors approved a plan on February 27, 2025, to repurchase up to 2,000,000 shares of common stock, representing approximately 7.5% of outstanding shares as of December 31, 2024. This authorization is effective until March 31, 2026.
- This 2025 share repurchase authorization is estimated to be approximately $100 million at current valuation.
- In the third quarter of 2025, Westamerica retired 488 thousand common shares under its share repurchase plan.
Share Issuance
- No significant share issuances were identified over the last 3-5 years, with the number of shares outstanding remaining relatively stable around 27 million shares, aside from reductions due to repurchases.
Capital Expenditures
- Capital expenditures were approximately $811,000 in 2022, $1 million in 2023, and $1 million in 2024.
- Projected quarterly capital expenditures for June 2025 were $735,000.
- Capital expenditures are primarily focused on maintaining its banking office locations and a centralized administrative service center facility.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.82 |
| Mkt Cap | 0.8 |
| Rev LTM | 264 |
| Op Inc LTM | - |
| FCF LTM | 19 |
| FCF 3Y Avg | 80 |
| CFO LTM | 20 |
| CFO 3Y Avg | 82 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 19.9% |
| Rev Chg 3Y Avg | 18.5% |
| Rev Chg Q | 22.9% |
| QoQ Delta Rev Chg LTM | 5.2% |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 31.5% |
| CFO/Rev 3Y Avg | 26.4% |
| FCF/Rev LTM | 30.8% |
| FCF/Rev 3Y Avg | 22.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.8 |
| P/S | 4.5 |
| P/EBIT | - |
| P/E | 13.2 |
| P/CFO | 11.5 |
| Total Yield | 11.0% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.1 |
| Net D/E | -0.8 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 1.3% |
| 3M Rtn | 9.8% |
| 6M Rtn | 9.3% |
| 12M Rtn | 8.5% |
| 3Y Rtn | 4.2% |
| 1M Excs Rtn | 2.4% |
| 3M Excs Rtn | 9.2% |
| 6M Excs Rtn | 3.1% |
| 12M Excs Rtn | -3.1% |
| 3Y Excs Rtn | -62.2% |
Price Behavior
Price Behavior
| Market Price | $52.21 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 03/17/1992 | |
| Distance from 52W High | -0.5% | |
| 50 Days | 200 Days | |
| DMA Price | $49.43 | $48.06 |
| DMA Trend | up | up |
| Distance from DMA | 5.6% | 8.6% |
| 3M | 1YR | |
| Volatility | 23.2% | 23.7% |
| Downside Capture | 4.23 | 49.07 |
| Upside Capture | 57.10 | 51.24 |
| Correlation (SPY) | 16.0% | 48.4% |
WABC Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.59 | 0.46 | 0.49 | 0.72 | 0.62 | 0.77 |
| Up Beta | 2.12 | 2.79 | 1.31 | 1.93 | 0.59 | 0.82 |
| Down Beta | 0.02 | -0.16 | 0.11 | 0.46 | 0.73 | 0.74 |
| Up Capture | 116% | 54% | 60% | 47% | 41% | 37% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 19 | 28 | 61 | 129 | 375 |
| Down Capture | 10% | 16% | 31% | 45% | 70% | 95% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 7 | 20 | 31 | 62 | 120 | 371 |
[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 WABC | |
|---|---|---|---|---|
| WABC | 9.9% | 23.6% | 0.34 | - |
| Sector ETF (XLF) | 1.6% | 19.3% | -0.04 | 61.0% |
| Equity (SPY) | 14.0% | 19.4% | 0.55 | 48.5% |
| Gold (GLD) | 74.3% | 25.3% | 2.17 | -5.4% |
| Commodities (DBC) | 7.0% | 16.7% | 0.24 | 11.1% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.28 | 50.4% |
| Bitcoin (BTCUSD) | -29.8% | 44.9% | -0.65 | 16.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WABC | |
|---|---|---|---|---|
| WABC | 0.9% | 25.7% | 0.03 | - |
| Sector ETF (XLF) | 12.4% | 18.7% | 0.54 | 59.8% |
| Equity (SPY) | 13.3% | 17.0% | 0.62 | 42.1% |
| Gold (GLD) | 22.1% | 17.0% | 1.06 | -1.0% |
| Commodities (DBC) | 10.5% | 18.9% | 0.44 | 9.7% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 44.9% |
| Bitcoin (BTCUSD) | 8.3% | 57.2% | 0.37 | 14.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WABC | |
|---|---|---|---|---|
| WABC | 5.0% | 27.2% | 0.22 | - |
| Sector ETF (XLF) | 13.8% | 22.2% | 0.57 | 68.8% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 53.5% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | -7.9% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 16.7% |
| Real Estate (VNQ) | 6.4% | 20.7% | 0.27 | 46.2% |
| Bitcoin (BTCUSD) | 67.9% | 66.7% | 1.07 | 12.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/15/2026 | -2.0% | ||
| 10/16/2025 | 1.9% | 3.1% | 5.8% |
| 7/17/2025 | -1.2% | -3.5% | -3.1% |
| 4/17/2025 | -0.2% | 4.9% | 8.9% |
| 1/16/2025 | 2.0% | 0.9% | -1.4% |
| 10/17/2024 | -0.2% | -0.0% | 10.8% |
| 7/18/2024 | -1.5% | 0.1% | -8.7% |
| 4/18/2024 | 2.7% | 3.6% | 11.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 12 | 16 |
| # Negative | 11 | 12 | 8 |
| Median Positive | 2.2% | 3.7% | 5.2% |
| Median Negative | -0.5% | -2.4% | -4.6% |
| Max Positive | 7.0% | 14.1% | 15.7% |
| Max Negative | -4.5% | -8.3% | -9.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/28/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/29/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
| 12/31/2021 | 02/28/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wondeh, Inez | Direct | Buy | 4302025 | 48.51 | 451 | 21,878 | 45,890 | Form | |
| 2 | Thorson, John A | SVP/Treasurer | Trust | Sell | 4282025 | 48.57 | 2,243 | 108,949 | 563,011 | Form |
| 3 | Camsey, Martin | Direct | Buy | 4242025 | 47.50 | 63 | 2,992 | 2,992 | Form | |
| 4 | Baker, Robert James Jr | SVP/Banking Division Manager | Direct | Sell | 4242025 | 48.16 | 710 | Form | ||
| 5 | Baker, Robert James Jr | SVP/Banking Division Manager | Direct | Sell | 1312025 | 52.73 | 705 | 37,175 | 12,888 | Form |
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.