OakChart

Binah Capital Group Inc

BCGFinancial·Asset Management·USA·Nano·NASD·Nov 11 • 3:59 PM ET

1.13+0.06 (5.61%)
2026-11-12 00:24 CET
Market cap
18.25 USD m
Revenue, TTM
191.93 USD m
Net income, TTM
2.58 USD m
Free cash flow, TTM
5.61 USD m
EPS diluted, TTM
0.15
P/E
7.37
Compare

Price

BCG against its 20, 50 and 200-day averages
2050200earnings
1.001.502.00190K380KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26BCGclose 1.1320-day 1.0850-day 1.13200-day 1.641.1352w low

67.2% under the 52-week high of 3.44 on 26 Nov 2025. 52-week low 0.95 on 8 Oct 2026. Last 15 sessions, 16.2% high to low

Volume 0.31× normal · the line is the 50-bar volume average

Profile

BCG
52-week range, 7% of the way up
0.953.44

Binah Capital Group, Inc. engages in the provision of wealth management services. The company was founded on June 27, 2022 and is headquartered in Albany, NY.

Employees150
IPOFeb 17, 2021
Beta0.91
ATR, 14d0.07
Rel volume0.31
Short float0.07%
Insider own77.27%
Inst own1.88%

Snapshot

6 groups

Valuation

Index-
Market Cap19.27M
Enterprise Value51.38M
Income2.58M
Sales191.93M
Book/sh0.19
Cash/sh0.64
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees150
IPOFeb 17, 2021

Ratios

P/E7.37
Forward P/E-
PEG-
P/S0.10
P/B5.94
P/C1.77
P/FCF3.44
EV/EBITDA6.91
EV/Sales0.27
Quick Ratio0.97
Current Ratio0.97
Debt/Eq1.23
LT Debt/Eq1.13
Option/ShortNo / Yes

Earnings

EPS (ttm)0.15
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y-44.52% -
Sales past 3/5Y2.77% -
EPS Y/Y TTM237.46%
Sales Y/Y TTM8.29%
EPS Q/Q90.36%
Sales Q/Q12.09%
Earnings-
EPS/Sales Surpr.- -

Ownership

Insider Own77.27%
Insider Trans0.07%
Inst Own1.88%
Inst Trans0.07%
ROA5.99%
ROE22.41%
ROIC9.40%
Gross Margin20.80%
Oper. Margin3.56%
Profit Margin1.35%
SMA204.60%
SMA50-0.13%
SMA200-31.30%
Trades-

Technical

Shs Outstand17.06M
Shs Float3.88M
Short Float0.07%
Short Ratio0.08
Short Interest0.00M
52W High3.44 -67.15%
52W Low0.95 18.95%
Volatility7.01% 5.37%
ATR (14)0.07
RSI (14)53.80
Beta0.91
Rel Volume0.31
Avg Volume32.59K
Volume10,017

Performance

Perf Week-2.59%
Perf Month10.78%
Perf Quarter-27.10%
Perf Half Y-40.53%
Perf YTD-60.76%
Perf Year-19.86%
Perf 3Y-90.60%
Perf 5Y-88.83%
Perf 10Y-
Recom-
Target Price-
Prev Close1.07
Price1.13
Change %5.61%

Peers

Mkt cap
TickerCompanyMkt cap
RJFRaymond James Financial Inc32.09B
LPLALPL Financial Holdings Inc23.49B
SIEBSiebert Financial Corp79.39M
DOMHDominari Holdings Inc21.69M
AMPAmeriprise Financial Inc45.15B
OPYOppenheimer Holdings Inc970.43M
SFStifel Financial Corp10.90B
SAMGSilvercrest Asset Management Group Inc131.59M
ATCHAtlasClear Holdings Inc12.60M
HNNAHennessy Advisors Inc80.22M

Insider trading

4 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Gould CraigChief Executive OfficerSep 04 '26Buy1.303,0003,9001,022,906Sep 09 07:07 AM
Gould CraigChief Executive OfficerMay 19 '26Buy1.683,0005,0401,019,906May 20 08:07 PM
Shane David M.Chief Financial OfficerMay 19 '26Buy1.663,0004,9803,000May 20 05:01 PM
Gould CraigChief Executive OfficerNov 17 '25Buy1.555,0007,739922,078Nov 19 03:35 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWCiShares Micro-Cap ETFAUM: 1.22B

News

latest 14 of 66
  • Sidoti Events, LLC's August Micro-Cap Virtual Conference (ACCESSWIRE)
  • Binah Capital Group Reports Results for Second Quarter of 2026 (GlobeNewswire)
  • Binah Capital Group to Participate in Sidoti Micro-Cap Virtual Conference August 19-20 (GlobeNewswire) +14.94%
  • Q&A: Binah CEO Outlines Plans for M&A, Corporate RIA Consolidation (Wealth Management)
  • Binah Capital Group Reports Results for First Quarter of 2026 (GlobeNewswire) -10.33%
  • Binah Capital Group Promotes Christopher Motta to President of World Equity Group (GlobeNewswire) -9.05% -7.85%
  • BC-Most Active Stocks (Associated Press) +18.41%
  • Binah Capital Group Reports Results for Fourth Quarter and Full Year 2025 (GlobeNewswire)
  • BINAH Capital Group Welcomes Recently Acquired Commonwealth Team to its Broker-Dealer Platform Through its Long-Standing Strategic Relationship with Merit Financial Advisors (GlobeNewswire) +5.11%
  • Binah Capital Group Chief Business Development & Engagement Officer, Ryan Marcus, Named Finalist in the ThinkAdvisor 2025 Luminaries Awards (GlobeNewswire)
  • Binah Capital Group to Participate in NobleCon21 Conference in December (GlobeNewswire) +5.07%
  • BCG Shreds Expectations and Delivers Top-Down Beat Quarterly Update Report (Exec Edge) +45.58% -7.94%
  • Binah Capital Group Reports Results for Third Quarter and First Nine Months of 2025 (GlobeNewswire) +21.40%
  • Binah Capital Group Subsidiary, PKS Investments, Recognized as One of Albany's Best Places to Work Second Year in a Row (GlobeNewswire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-05-15--0.090---
2025Q42026-03-31--0.010---
2025Q32025-11-13--0.080---
2025Q22025-08-13---0.040---
2025Q12025-05-15--0.060---
2024Q42025-03-31---45.00--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual-0.055-0.0310.2610.035-0.3190.0450.1534
Period202020212022202320242025TTM
EPS, quarterly-0.044-0.069-0.0660.062-0.0390.082-0.0140.089-0.004
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual00172.404167.955168.903187.144191.93
Period202020212022202320242025TTM
Sales, quarterly40.64842.19744.60848.93641.49746.19850.51248.746.516
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual14.47914.4793.48716.44716.60216.71617.06
Period202020212022202320242025MRQ
Shares, quarterly16.60216.60216.60216.60216.60216.60216.71616.8117.06
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY
Total Revenue191.93187.14168.90167.96172.400.000.00
Total Expenses185.09182.41168.02162.35170.321.210.20
Operating Income6.844.730.885.612.08-1.21-0.20
Unusual Expense0.000.000.000.000.00-0.750.60
Net Income Before Taxes4.792.61-3.150.491.49-0.45-0.79
Income Taxes0.630.301.42-0.090.580.000.00
Consolidated Net Income4.172.31-5.290.570.91-0.45-0.79
Net Income From Continuing Operations4.172.31-5.290.570.91-0.45-0.79
Net Income2.580.76-5.290.570.91-0.45-0.79
EPS (Recurring)0.150.04-0.320.030.26-0.07-0.03
EPS (Basic, Before Extraordinaries)0.150.05-0.320.030.26-0.03-0.05
EPS (Diluted)0.150.04-0.320.030.26-0.03-0.05
Non-Operating Income (Expense)0.000.000.000.002.730.010.00
Other After Tax Adjustments0.000.00-0.730.000.000.000.00
Stock Option Compensation Expense0.770.57-----
Price To Earnings Ratio6.986.98-----
Price To Sales Ratio0.130.260.291.230.21--
Gross Margin20.8019.8618.3318.206.38--
Operating Margin3.562.530.523.341.21--
Net Margin1.350.40-3.130.340.53--
Shares Outstanding17.0616.7216.6016.453.4914.4814.48
Market Capitalization18.2518.2548.8159.44---

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue46.5248.7050.5146.2041.5048.9444.6142.20
Total Expenses45.5845.5250.2743.7141.5246.9143.7842.03
Operating Income0.943.170.242.48-0.022.020.820.16
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes0.422.66-0.241.95-0.561.46-0.57-0.61
Income Taxes0.090.76-0.400.190.090.420.530.54
Consolidated Net Income0.341.900.171.76-0.651.03-1.09-1.15
Net Income From Continuing Operations0.341.900.171.76-0.651.03-1.09-1.15
Net Income-0.061.51-0.231.37-0.651.03-1.09-1.15
EPS (Recurring)-0.000.09-0.010.08-0.040.06-0.07-0.07
EPS (Basic, Before Extraordinaries)-0.000.09-0.010.08-0.040.06-0.07-0.07
EPS (Diluted)-0.000.09-0.010.08-0.040.06-0.07-0.07
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.130.300.180.160.31---
Price To Earnings Ratio6.9822.0974.42-----
Price To Sales Ratio0.130.180.260.160.190.180.290.29
Gross Margin20.9220.6222.4019.1120.6617.2718.7419.19
Operating Margin2.026.520.485.38-0.044.131.850.38
Net Margin-0.143.10-0.452.96-1.582.11-2.45-2.73
Shares Outstanding17.0616.8116.7216.6016.6016.6016.6016.60
Market Capitalization18.2533.3747.8228.5633.8732.0448.8148.48

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY
Cash & Short Term Investments10.728.497.627.850.841.46
Short Term Receivables12.4111.0110.4410.460.000.00
Investment Securities0.000.000.00---
Securities In Custody0.000.000.00---
Investments0.000.000.000.00117.86117.85
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment3.444.335.315.980.000.00
Other Intangible Assets43.6542.8544.0544.390.000.00
Total Assets70.2266.6867.4168.68118.83119.60
Total Debt26.2128.8242.5539.060.000.00
Long Term Debt23.2825.8922.250.000.000.00
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities25.7321.6819.760.0011.2311.31
Total Liabilities51.9550.5062.3163.7911.2311.31
Preferred Stock - Carrying Value17.1716.452.612.770.000.00
Common Equity1.10-0.272.492.12107.60108.29
Total Shareholders Equity18.2716.185.104.90107.60108.29
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity18.2716.185.104.90107.60108.29
Total Liabilities & Stockholders Equity70.2266.6867.4168.68118.83119.60
Book Value Per Share0.07-0.020.150.617.437.48
Tangible Book Value Per Share-2.36-2.48-2.37-11.437.437.48
Full-Time Employees150150130222
Price to Book Ratio5.6339.9148.60---
Return on Assets3.37-7.891.560.97-0.37-
Return on Equity13.40-49.73111.621.62-0.41-
Return on Invested Capital5.55-12.582.0918.60-0.41-0.73
Quick Ratio0.880.830.450.291.2821.54
Current Ratio0.880.830.450.291.2821.54

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY
Funds from Operations5.303.60-0.934.525.04-1.21-0.20
Extraordinary Item0.000.000.000.000.000.000.00
Changes in Working Capital0.391.550.31-1.960.320.59-0.21
Cash from Operating Activities5.695.15-0.622.555.36-0.62-0.41
Capital Expenditures-0.08-0.06-0.09-0.08-0.330.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.00-117.85
Purchase of Investments0.000.000.000.000.000.00-117.85
Sale Or Maturity of Investments0.000.000.000.000.000.000.00
Other Uses0.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.00
Cash from Investing Activities-0.08-0.06-0.09-0.08-0.330.00-117.85
Cash Dividends Paid-0.84-0.83-0.63-0.200.000.000.00
Change in Capital Stock0.000.0016.32-0.170.000.00119.72
Repurchase of Common Pref Stock0.000.000.00-0.170.000.000.00
Sale of Common Pref Stock0.000.0016.320.000.000.00119.72
Proceedsfrom Stock Options0.000.000.000.000.000.00113.24
Issuance or Reduction of Debt, Net-2.03-2.03-6.25-2.34-2.290.000.00
Change in Long Term Debt-2.03-2.03-5.35-2.340.000.000.00
Issuance of Long Term Debt--19.56-0.000.000.00
Reduction of Long Term Debt-2.03-2.03-24.91-2.340.000.000.00
Net Financing Active Other Cash Flow0.000.00-7.860.00-2.230.000.00
Other Financing Activities Uses0.000.00-7.860.00-2.230.000.00
Cash from Financing Activities-2.87-2.861.57-2.70-4.510.00119.72
Net Change in Cash2.742.230.86-0.230.53-0.621.46
Free Cash Flow5.615.09-0.702.475.03-0.62-
Preferred Dividends (Cash Flow)--0.83-0.55-0.000.000.00
Price to Free Cash Flow5.4311.48-90.997.20--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments10.9110.5310.728.348.178.82
Short Term Receivables12.8613.5012.4112.3511.6511.84
Investments0.000.000.000.000.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment3.583.463.443.653.874.08
Other Intangible Assets43.8343.7743.6543.2344.1043.13
Total Assets71.1871.2570.2267.5667.7967.88
Total Debt25.4824.2826.2126.8427.4628.08
Long Term Debt23.5223.3423.2825.5625.6725.78
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities24.9326.5525.7322.6223.9422.79
Total Liabilities50.4050.8351.9549.4751.4050.87
Preferred Stock - Carrying Value17.5417.3517.1716.9816.8016.62
Common Equity3.243.071.101.12-0.410.39
Total Shareholders Equity20.7820.4218.2718.1016.3917.01
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity20.7820.4218.2718.1016.3917.01
Total Liabilities & Stockholders Equity71.1871.2570.2267.5667.7967.88
Book Value Per Share0.190.180.070.07-0.020.02
Tangible Book Value Per Share-2.17-2.22-2.36-2.38-2.48-2.43
Full-Time Employees--150---
Price to Book Ratio5.6330.5742.84-69.1387.74-119.14
Return on Assets5.994.563.371.55-2.79-2.91
Return on Equity22.4116.9613.395.87-11.08-11.19
Return on Invested Capital0.764.340.404.03-1.562.41
Quick Ratio0.971.020.880.890.800.84
Current Ratio0.971.020.880.890.800.84

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations0.482.62-0.052.250.041.37
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital0.63-2.083.15-1.310.02-0.31
Cash from Operating Activities1.120.543.100.930.061.05
Capital Expenditures-0.01-0.01-0.01-0.050.00-0.01
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-0.01-0.01-0.01-0.050.00-0.01
Cash Dividends Paid-0.21-0.21-0.21-0.21-0.21-0.20
Preferred Dividends (Cash Flow)-0.21-0.21-0.21-0.21-0.21-0.20
Change in Capital Stock0.000.000.000.000.000.00
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-0.51-0.51-0.51-0.51-0.51-0.51
Change in Long Term Debt-0.51-0.51-0.51-0.51-0.51-0.51
Reduction of Long Term Debt-0.51-0.51-0.51-0.51-0.51-0.51
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-0.72-0.72-0.72-0.71-0.71-0.71
Net Change in Cash0.38-0.192.380.17-0.650.34
Free Cash Flow1.100.533.100.880.061.05
Price to Free Cash Flow5.439.1111.309.8521.3911.69

Revenue breakdown

Advisory Fees2024: 24.94M 2025: 28.60M
Alternative Investments2024: 6.10M 2025: 10.75M
Mutual Fund Commissions2024: 21.13M 2025: 24.04M
Securities Commissions2024: 11.79M 2025: 11.82M
Variable Annuities and Other Insurance Commissions2024: 100.43M 2025: 106.84M
United States2024: 164.39M 2025: 182.04M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-300.07%0.0M3.9M33.82K
2026-10-150.14%0.0M3.9M36.38K
2026-09-300.06%0.0M3.9M36.31K
2026-09-150.16%0.0M3.9M38.45K
2026-08-310.23%0.0M3.9M36.53K
2026-08-141.65%0.1M3.7M41.23K
2026-07-310.25%0.0M3.6M48.66K
2026-07-150.28%0.0M3.6M54.81K
2026-06-300.45%0.0M3.3M616.58K
2026-06-150.60%0.0M3.3M612.92K
2026-05-290.35%0.0M3.2M619.04K
2026-05-150.54%0.0M3.2M611.15K
2026-04-301.71%0.1M3.1M598.06K
2026-04-153.80%0.1M3.1M599.39K
2026-03-311.32%0.0M3.2M34.00K
2026-03-131.35%0.0M3.2M16.14K
2026-02-271.37%0.0M3.2M25.90K
2026-02-131.53%0.0M3.2M647.29K
2026-01-301.50%0.0M3.2M716.65K
2026-01-151.06%0.0M3.2M721.92K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-09-094Statement of changes in beneficial ownership of securities2026-09-04SEC
2026-08-208-KCurrent report2026-08-19SEC
2026-08-17S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-08-148-KCurrent report2026-08-13SEC
2026-08-1310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-20SCHEDULE 13G/ASEC
2026-06-158-KCurrent report2026-06-12SEC
2026-05-204Statement of changes in beneficial ownership of securities2026-05-19SEC
2026-05-204Statement of changes in beneficial ownership of securities2026-05-19SEC
2026-05-158-KCurrent report2026-05-15SEC
2026-05-1510-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-04-30ARSAnnual report to security holders. 2025-12-31SEC
2026-04-30DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342026-06-12SEC
2026-04-02S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-03-3110-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-03-318-KCurrent report2026-03-31SEC
2026-02-274Statement of changes in beneficial ownership of securities2026-02-25SEC
2026-02-278-KCurrent report2026-02-25SEC
2025-12-018-KCurrent report2025-12-01SEC
2025-11-21SCHEDULE 13GSEC
2025-11-194Statement of changes in beneficial ownership of securities2025-11-17SEC
2025-11-138-KCurrent report2025-11-13SEC
2025-11-1310-QQuarterly report pursuant to Section 13 or 15(d)2025-09-30SEC
2025-11-12SCHEDULE 13G/ASEC
2025-09-08424B3SEC
2025-09-05EFFECTEffectiveness filing by commission orderSEC
2025-09-03POS AMPost-effective amendment to a registration statement that is not immediately effective upon filingSEC
2025-08-148-KCurrent report2025-08-13SEC
2025-08-1310-QQuarterly report pursuant to Section 13 or 15(d)2025-06-30SEC
2025-07-078-KCurrent report2025-06-30SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-093.90K100
2026-080000
2026-070000
2026-060000
2026-0510.02K200
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-117.74K100

Institutional holders

Manager% owned
VANGUARD CAPITAL MANAGEMENT LLC0.74%
GEODE CAPITAL MANAGEMENT, LLC0.23%
Keystone Wealth Services, LLC0.23%
GRIMES & Co WEALTH MANAGEMENT, LLC0.20%
CITADEL ADVISORS LLC0.19%
STATE STREET CORP0.15%
VANGUARD FIDUCIARY TRUST CO0.13%
BlackRock, Inc.0.08%
UBS Group AG0.06%
HURRICANE CAPITAL ADVISORS LLC0.06%

Funds

Fund% owned
Avantis Emerging Markets Equity ETF17.32%
SMALLCAP World Fund Inc15.44%
Matthews Emerging Markets Small Companies Fund9.98%
JNL Multi-Manager International Small Cap Fund7.91%
Harding Loevner International Small Companies Portfolio7.00%
Clearwater International Fund5.00%
Avantis Emerging Markets Value ETF4.77%
Harding Loevner Frontier Emerging Markets Portfolio3.84%
Federated Hermes International Small-Mid Company Fund2.64%
Polar Capital International Small Company Fund2.25%

OakChart. BCG. Cached 15 minutes.

Some panels did not load: ratings.