First Business Financial Services Inc
FBIZFinancial·Banks - Regional·USA·Small·NASD·Nov 11 • 3:59 PM ET
74.92-0.30 (-0.40%)
2026-11-12 01:24 CET
Market cap
626.49 USD m
Revenue, TTM
- USD m
Net income, TTM
55.88 USD m
Free cash flow, TTM
71.48 USD m
EPS diluted, TTM
6.81
P/E
11.00
Price
FBIZ against its 20, 50 and 200-day averages2050200beat
5.8% under the 52-week high of 79.53 on 4 Nov 2026. 52-week low 49.36 on 19 Nov 2025. Last 15 sessions, 13.6% high to low
Volume 0.85× normal · the line is the 50-bar volume average
Profile
FBIZ52-week range, 85% of the way up
49.3679.53
First Business Financial Services, Inc. operates as a bank holding company, which engages in the provision of commercial banking services. It offers treasury and investment management, commercial lending, equipment finance, retirement plans, trust and estate administration, private banking and asset-based lending. The company was founded in 1986 and is headquartered in Madison, WI.
| Index | RUT |
|---|---|
| Employees | 365 |
| IPO | Oct 07, 2005 |
| Beta | 0.67 |
| ATR, 14d | 1.93 |
| Rel volume | 0.85 |
| Short float | 4.93% |
| Insider own | 8.06% |
| Inst own | 73.81% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 623.99M |
| Enterprise Value | - |
| Income | 55.88M |
| Sales | 289.43M |
| Book/sh | 46.98 |
| Cash/sh | - |
| Dividend Est. | - |
| Dividend TTM | 1.31 (1.75%) |
| Dividend Ex-Date | Nov 12, 2026 |
| Dividend Gr. 3/5Y | 13.66% 11.94% |
| Payout | 19.52% |
| Employees | 365 |
| IPO | Oct 07, 2005 |
Ratios
| P/E | 11.00 |
|---|---|
| Forward P/E | 10.52 |
| PEG | 1.22 |
| P/S | 2.16 |
| P/B | 1.59 |
| P/C | - |
| P/FCF | 8.73 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.04 |
| Debt/Eq | 0.48 |
| LT Debt/Eq | 0.25 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 6.81 |
|---|---|
| EPS next Y | 7.12 |
| EPS next Q | 1.79 |
| EPS this Y | 16.63% |
| EPS next Y | 2.80% |
| EPS next 5Y | 8.62% |
| EPS past 3/5Y | 7.77% 24.66% |
| Sales past 3/5Y | 23.45% 18.16% |
| EPS Y/Y TTM | 12.02% |
| Sales Y/Y TTM | 4.43% |
| EPS Q/Q | 14.76% |
| Sales Q/Q | 2.14% |
| Earnings | Oct 29 AMC |
| EPS/Sales Surpr. | 16.63% 1.35% |
Ownership
| Insider Own | 8.06% |
|---|---|
| Insider Trans | -0.10% |
| Inst Own | 73.81% |
| Inst Trans | 6.30% |
| ROA | 1.34% |
| ROE | 14.88% |
| ROIC | 11.23% |
| Gross Margin | - |
| Oper. Margin | 23.11% |
| Profit Margin | 19.31% |
| SMA20 | 1.83% |
| SMA50 | 4.16% |
| SMA200 | 18.73% |
| Trades | - |
Technical
| Shs Outstand | 8.36M |
|---|---|
| Shs Float | 7.66M |
| Short Float | 4.93% |
| Short Ratio | 5.63 |
| Short Interest | 0.38M |
| 52W High | 79.53 -5.80% |
| 52W Low | 49.36 51.78% |
| Volatility | 3.04% 2.62% |
| ATR (14) | 1.93 |
| RSI (14) | 56.71 |
| Beta | 0.67 |
| Rel Volume | 0.85 |
| Avg Volume | 67.05K |
| Volume | 56,785 |
Performance
| Perf Week | -3.09% |
|---|---|
| Perf Month | 7.09% |
| Perf Quarter | 4.30% |
| Perf Half Y | 37.37% |
| Perf YTD | 37.97% |
| Perf Year | 43.03% |
| Perf 3Y | 130.74% |
| Perf 5Y | 143.25% |
| Perf 10Y | 265.29% |
| Recom | 1.20 |
| Target Price | 85.00 |
| Prev Close | 75.22 |
| Price | 74.92 |
| Change % | -0.40% |
Analyst ratings
latest 10 of 14| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 01, 2026 | Resumed | RRaymond James | Outperform | $75 | +0.1% |
| Aug 05, 2024 | Upgrade | DDA Davidson | Neutral → Buy | $36 → $50 | -33.3% |
| Aug 17, 2023 | Initiated | PPiper Sandler | Overweight | $37 | -50.6% |
| Feb 03, 2021 | Upgrade | JJanney | Neutral → Buy | $24 | -68.0% |
| Feb 01, 2021 | Upgrade | KKeefe Bruyette | Mkt Perform → Outperform | $23 → $26 | -65.3% |
| Jun 17, 2020 | Upgrade | RRaymond James | Mkt Perform → Outperform | $19 | -74.6% |
| Jul 09, 2019 | Downgrade | DDA Davidson | Buy → Neutral | ||
| Apr 27, 2018 | Upgrade | SSandler O'Neill | Hold → Buy | ||
| May 01, 2017 | Downgrade | KKeefe Bruyette | Outperform → Mkt Perform | ||
| Oct 31, 2016 | Downgrade | RRaymond James | Outperform → Mkt Perform |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| BWB | Bridgewater Bancshares Inc | 579.05M |
| BFC | Bank First Corp | 1.66B |
| MBWM | Mercantile Bank Corp | 1.06B |
| NIC | Nicolet Bankshares Inc | 3.64B |
| QCRH | QCR Holding Inc | 1.69B |
| ALRS | Alerus Financial Corp | 853.23M |
| ASB | Associated Banc-Corp | 5.75B |
| OSBC | Old Second Bancorporation Inc | 1.24B |
| HBNC | Horizon Bancorp Inc (IN) | 1.09B |
| WSBF | Waterstone Financial Inc | 360.98M |
Insider trading
1 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Chandler Jodi A | Chief Human Resources Officer | Aug 27 '26 | Sale | 70.19 | 675 | 47,381 | 22,550 | Aug 28 04:40 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 32.39B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.52B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| KRE | State Street SPDR S&P Regional Banking ETF | AUM: 4.43B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | AUM: 15.51B |
| IWN | iShares Russell 2000 Value ETF | AUM: 14.10B |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | AUM: 2.44B |
News
latest 14 of 200- First Business Financial Posts Record Quarter And Firmer Margin Outlook, But Credit Cleanup Keeps Slipping (Earnings Whispers)
- First Business Financial Services: Q3 Earnings Snapshot (Associated Press)
- First Business Bank Reports Record Third Quarter Earnings (Business Wire)
- First Business Must Prove Its Record Quarter Survives Fading Prepayment Fees And SBA Exit (Earnings Whispers)
- First Business Bank Announces Third Quarter 2026 Earnings Conference Call (Business Wire)
- First Business Financial Services Inc (FBIZ) (Q2 2026) Earnings Call Highlights: Record EPS and ... (GuruFocus.com)
- First Business Financial Services: Q2 Earnings Snapshot (Associated Press)
- First Business Bank Announces Second Quarter 2026 Financial Results (Business Wire)
- First Business Bank Announces Second Quarter 2026 Earnings Conference Call (Business Wire)
- First Business Financial Services: Q1 Earnings Snapshot (Associated Press)
- First Business Bank Announces First Quarter 2026 Financial Results (Business Wire)
- First Business Bank Announces First Quarter 2026 Earnings Conference Call (Business Wire)
- First Business Financial Services (FBIZ) Could Be a Great Choice (Zacks)
- Are You Looking for a High-Growth Dividend Stock? (Zacks)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-29 | 1.950 | 1.672 | 1.950 | 47.51 | 46.88 | 5 |
| 2026Q2 | 2026-07-30 | 1.840 | 1.558 | 1.843 | 46.71 | 45.43 | 5 |
| 2026Q1 | 2026-04-23 | 1.440 | 1.416 | 1.437 | 44.29 | 43.40 | 5 |
| 2025Q4 | 2026-01-29 | 1.580 | 1.390 | 1.576 | 42.22 | 42.80 | 4 |
| 2025Q3 | 2025-10-30 | 1.700 | 1.386 | 1.703 | 44.29 | 42.30 | 5 |
| 2025Q2 | 2025-07-24 | 1.350 | 1.330 | 1.351 | 41.04 | 41.55 | 5 |
| 2025Q1 | 2025-04-24 | 1.320 | 1.270 | 1.318 | 40.84 | 40.13 | 5 |
| 2024Q4 | 2025-01-30 | 1.710 | 1.272 | 1.708 | 41.15 | 39.31 | 5 |
| 2024Q3 | 2024-10-24 | 1.240 | 1.194 | 1.243 | 38.07 | 38.78 | 5 |
| 2024Q2 | 2024-07-25 | 1.230 | 1.092 | 1.233 | 37.97 | 37.13 | 5 |
| 2024Q1 | 2024-04-25 | 1.040 | 1.116 | 1.036 | 36.28 | 37.58 | 5 |
| 2023Q4 | 2024-01-25 | 1.150 | 1.133 | 1.178 | 36.63 | 37.40 | 4 |
| 2023Q3 | 2023-10-26 | 1.170 | 1.170 | 1.169 | 37.03 | 36.30 | 4 |
| 2023Q2 | 2023-07-27 | 0.980 | 0.985 | 0.980 | 35.17 | 34.10 | 4 |
| 2023Q1 | 2023-04-27 | 1.050 | 1.070 | 1.046 | 35.12 | 34.20 | 4 |
| 2022Q4 | 2023-01-26 | 1.180 | 1.135 | 1.215 | 33.62 | 34.57 | 4 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 1.360 | 1.348 | 1.363 | 77.68 | 77.99 |
| 2018FY | 1.770 | 1.884 | 1.859 | 85.51 | 85.30 |
| 2019FY | 2.680 | 2.556 | 2.680 | 93.33 | 90.10 |
| 2020FY | 1.970 | 1.874 | 1.975 | 104.02 | 101.28 |
| 2021FY | 4.170 | 4.076 | 4.174 | 112.73 | 112.88 |
| 2022FY | 4.750 | 4.688 | 4.749 | 127.04 | 127.87 |
| 2023FY | 4.330 | 4.348 | 4.331 | 143.94 | 144.6 |
| 2024FY | 5.200 | 4.788 | 5.196 | 153.47 | 151.53 |
| 2025FY | 5.940 | 5.725 | 5.948 | 168.39 | 168.48 |
| 2026FY | - | 6.928 | - | - | 186.3 |
| 2027FY | - | 7.122 | - | - | 198.58 |
| 2028FY | - | 7.613 | - | - | 213.31 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-10-30 | 4 | 1 | 0 | 47.80 | 47.10 | 48.10 |
| 2026Q4 | S | 2026-10-29 | 4 | 0 | 0 | 47.45 | 47.00 | 47.80 |
| 2026Q4 | S | 2026-10-14 | 4 | 0 | 0 | 47.45 | 47.00 | 47.80 |
| 2026Q4 | S | 2026-09-30 | 4 | 2 | 1 | 47.45 | 47.00 | 47.80 |
| 2026Q4 | S | 2026-07-31 | 4 | 2 | 1 | 47.50 | 47.00 | 48.00 |
| 2026Q4 | S | 2026-07-08 | 4 | 0 | 0 | 47.38 | 46.80 | 48.00 |
| 2026Q4 | S | 2026-04-24 | 4 | 1 | 1 | 47.38 | 46.80 | 48.00 |
| 2026Q4 | S | 2026-04-15 | 4 | 0 | 0 | 47.25 | 47.00 | 48.00 |
| 2026Q4 | S | 2026-04-01 | 4 | 1 | 1 | 47.25 | 47.00 | 48.00 |
| 2026Q4 | S | 2026-01-30 | 4 | 1 | 1 | 47.23 | 46.90 | 48.00 |
| 2026Q4 | S | 2026-01-14 | 4 | 0 | 0 | 47.25 | 46.80 | 48.00 |
| 2026Q4 | S | 2025-12-17 | 4 | 2 | 1 | 47.25 | 46.80 | 48.00 |
| 2026Q4 | S | 2025-11-11 | 4 | 2 | 1 | 47.24 | 46.80 | 48.00 |
| 2026Q4 | S | 2025-11-10 | 4 | 2 | 1 | 47.24 | 46.80 | 48.00 |
Estimate history
| EPS, annual | 1.363 | 1.859 | 2.68 | 1.975 | 4.174 | 4.749 | 4.331 | 5.196 | 5.944 | 6.81 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 1.243 | 1.708 | 1.318 | 1.351 | 1.703 | 1.576 | 1.437 | 1.843 | 1.954 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 92.619 | 109.075 | 125.239 | 120.736 | 121.535 | 147.791 | 223.223 | 260.465 | 278.047 | 289.43 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 66.391 | 68.115 | 67.109 | 68.537 | 73.386 | 70.214 | 70.671 | 73.59 | 74.954 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 8.764 | 8.785 | 8.566 | 8.567 | 8.458 | 8.362 | 8.315 | 8.294 | 8.325 | 8.358 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 8.295 | 8.294 | 8.302 | 8.323 | 8.324 | 8.325 | 8.344 | 8.368 | 8.358 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Interest Income | 256.19 | 247.31 | 233.13 | 194.93 | 121.37 | 96.00 | 94.18 | 102.04 | 91.28 |
| Total Interest Expense | 108.69 | 110.62 | 108.92 | 82.34 | 22.95 | 11.33 | 17.11 | 32.18 | 23.93 |
| Net Interest Income | 147.50 | 136.69 | 124.21 | 112.59 | 98.42 | 84.66 | 77.07 | 69.86 | 67.34 |
| Loan Loss Provision | 8.82 | 8.65 | 8.83 | 8.18 | -3.87 | -5.80 | 16.81 | 2.08 | 5.49 |
| Net Interest Income After Loan Loss Provision | 138.68 | 128.03 | 115.38 | 104.41 | 102.29 | 90.47 | 60.26 | 67.77 | 61.85 |
| Non-Interest Income | 33.23 | 30.74 | 27.34 | 28.30 | 26.42 | 25.54 | 26.56 | 23.20 | 17.80 |
| Non-Interest Expense | 105.04 | 99.52 | 93.40 | 88.58 | 79.47 | 71.48 | 65.38 | 62.38 | 59.91 |
| Operating Income | 66.87 | 59.25 | 49.31 | 44.13 | 49.24 | 44.53 | 21.44 | 28.59 | 19.74 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.14 | 4.09 | 2.08 |
| Net Income Before Taxes | 66.87 | 60.45 | 51.15 | 47.14 | 52.24 | 47.03 | 18.30 | 24.50 | 17.65 |
| Income Taxes | 9.19 | 10.13 | 6.91 | 10.11 | 11.39 | 11.28 | 1.33 | 1.18 | 1.35 |
| Consolidated Net Income | 56.76 | 49.37 | 43.21 | 36.09 | 39.75 | 34.70 | 16.55 | 22.82 | 16.06 |
| Net Income From Continuing Operations | 56.76 | 49.37 | 43.21 | 36.09 | 39.75 | 34.70 | 16.55 | 22.82 | 16.06 |
| Net Income | 55.88 | 48.49 | 42.34 | 35.21 | 39.07 | 34.70 | 16.55 | 22.82 | 16.06 |
| EPS (Recurring) | 6.78 | 5.94 | 5.20 | 4.33 | 4.75 | 4.17 | 2.24 | 3.02 | 2.03 |
| EPS (Basic, Before Extraordinaries) | 6.81 | 5.94 | 5.20 | 4.33 | 4.75 | 4.17 | 1.97 | 2.68 | 1.86 |
| EPS (Diluted) | 6.81 | 5.94 | 5.20 | 4.33 | 4.75 | 4.17 | 1.97 | 2.68 | 1.86 |
| Non-Operating Income (Expense) | 0.00 | 1.20 | 1.84 | 3.01 | 3.01 | 2.50 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | -0.93 | -0.95 | -1.03 | -0.94 | -1.11 | -1.05 | -0.42 | -0.50 | -0.24 |
| Stock Option Compensation Expense | 2.29 | 2.21 | 2.20 | 2.35 | 2.04 | 1.83 | 1.37 | 1.14 | 0.79 |
| Price To Earnings Ratio | 11.05 | 11.05 | 9.87 | 9.09 | 7.98 | 7.02 | 9.34 | 9.86 | 10.50 |
| Price To Sales Ratio | 1.96 | 1.59 | 1.45 | 1.46 | 2.03 | 2.00 | 1.28 | 1.79 | 1.55 |
| Operating Margin | 23.11 | 21.31 | 18.93 | 19.77 | 33.31 | 36.64 | 17.76 | 22.83 | 18.09 |
| Net Margin | 19.31 | 17.44 | 16.25 | 15.78 | 26.44 | 28.55 | 13.71 | 18.22 | 14.73 |
| Shares Outstanding | 8.36 | 8.33 | 8.29 | 8.31 | 8.36 | 8.46 | 8.57 | 8.57 | 8.79 |
| Market Capitalization | 626.49 | 626.49 | 383.97 | 333.42 | 308.16 | 244.74 | 156.82 | 226.14 | 171.55 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Interest Income | 66.53 | 65.02 | 61.90 | 62.75 | 63.75 | 61.28 | 59.53 | 60.11 |
| Total Interest Expense | 27.45 | 26.88 | 26.38 | 27.99 | 28.86 | 27.50 | 26.27 | 26.96 |
| Net Interest Income | 39.08 | 38.14 | 35.52 | 34.76 | 34.89 | 33.78 | 33.26 | 33.15 |
| Loan Loss Provision | 1.94 | 2.07 | 2.96 | 1.85 | 1.44 | 2.70 | 2.66 | 2.70 |
| Net Interest Income After Loan Loss Provision | 37.13 | 36.08 | 32.56 | 32.91 | 33.45 | 31.08 | 30.60 | 30.45 |
| Non-Interest Income | 8.43 | 8.57 | 8.78 | 7.46 | 9.64 | 7.26 | 7.58 | 8.01 |
| Non-Interest Expense | 26.11 | 27.85 | 26.95 | 24.13 | 25.70 | 24.97 | 24.72 | 23.15 |
| Operating Income | 19.46 | 16.80 | 14.38 | 16.24 | 17.39 | 13.37 | 13.46 | 15.30 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 19.46 | 16.80 | 14.38 | 16.24 | 17.39 | 13.37 | 13.46 | 15.30 |
| Income Taxes | 2.89 | 1.22 | 2.18 | 2.90 | 2.99 | 1.95 | 2.29 | 0.89 |
| Consolidated Net Income | 16.33 | 15.35 | 11.98 | 13.10 | 14.13 | 11.21 | 10.93 | 14.06 |
| Net Income From Continuing Operations | 16.33 | 15.35 | 11.98 | 13.10 | 14.13 | 11.21 | 10.93 | 14.06 |
| Net Income | 16.11 | 15.13 | 11.76 | 12.88 | 13.92 | 11.00 | 10.71 | 13.85 |
| EPS (Recurring) | 1.95 | 1.84 | 1.44 | 1.58 | 1.70 | 1.35 | 1.32 | 1.71 |
| EPS (Basic, Before Extraordinaries) | 1.95 | 1.84 | 1.44 | 1.58 | 1.70 | 1.35 | 1.32 | 1.71 |
| EPS (Diluted) | 1.95 | 1.84 | 1.44 | 1.58 | 1.70 | 1.35 | 1.32 | 1.71 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | -0.24 | -0.23 | -0.22 | -0.23 | -0.26 | -0.21 | -0.24 | -0.35 |
| Stock Option Compensation Expense | 0.56 | 0.72 | 0.51 | 0.50 | 0.46 | 0.73 | 0.51 | 0.67 |
| Price To Earnings Ratio | 11.05 | 10.41 | 9.07 | 8.93 | 9.12 | 9.21 | 9.03 | 9.87 |
| Price To Sales Ratio | 1.96 | 1.80 | 1.56 | 1.59 | 1.51 | 1.53 | 1.44 | 1.43 |
| Operating Margin | 25.96 | 22.82 | 20.35 | 23.13 | 23.69 | 19.51 | 20.06 | 22.46 |
| Net Margin | 21.50 | 20.56 | 16.64 | 18.34 | 18.96 | 16.04 | 15.97 | 20.33 |
| Shares Outstanding | 8.36 | 8.37 | 8.34 | 8.33 | 8.32 | 8.32 | 8.30 | 8.29 |
| Market Capitalization | 626.49 | 528.24 | 449.92 | 452.00 | 426.65 | 421.42 | 391.39 | 383.97 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Due from Banks | 38.47 | 157.29 | 139.15 | 102.31 | 56.70 | 56.24 | 60.51 | 66.92 | 34.76 |
| Investments | 557.85 | 483.81 | 413.80 | 329.75 | 274.37 | 290.28 | 251.72 | 220.61 | 198.12 |
| Net Loans | 3,337.36 | 3,077.34 | 2,818.99 | 2,418.84 | 2,215.07 | 2,117.45 | 1,695.12 | 1,597.23 | 1,482.83 |
| Investment in Unconsolidated Affiliates | 3.13 | 14.68 | 15.03 | 13.60 | 10.19 | 6.99 | 4.79 | 4.49 | 4.58 |
| Customer Liability on Acceptances | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Real Estate Assets | 0.00 | 0.05 | 0.25 | 0.10 | 0.16 | 0.03 | 2.92 | 2.55 | 1.07 |
| Net Property, Plant & Equipment | 9.99 | 10.93 | 12.75 | 12.03 | 6.60 | 7.81 | 9.46 | 3.28 | 3.16 |
| Interest Receivables | 13.10 | 12.88 | 13.28 | 9.40 | 5.50 | 8.56 | 5.76 | 5.68 | 5.02 |
| Deferred Tax Assets | 18.81 | 16.75 | 14.27 | 15.07 | 10.30 | 12.86 | 12.08 | 11.34 | 8.46 |
| Other Intangible Assets | 108.81 | 83.63 | 85.11 | 78.88 | 78.13 | 73.25 | 61.15 | 62.52 | 61.95 |
| Total Assets | 4,087.52 | 3,857.37 | 3,512.61 | 2,979.97 | 2,657.03 | 2,573.48 | 2,103.51 | 1,974.62 | 1,799.94 |
| Total Deposits | 3,380.41 | 3,107.14 | 2,796.78 | 2,168.21 | 1,957.92 | 1,855.52 | 1,530.38 | 1,455.30 | 1,394.33 |
| Total Debt | 259.41 | 327.98 | 339.88 | 466.98 | 418.93 | 435.62 | 336.97 | 308.98 | 217.92 |
| Long Term Debt | 132.56 | 210.08 | 217.84 | 228.68 | 243.81 | 224.95 | 216.93 | 172.48 | 180.91 |
| Provision for Risks Charges | 4.80 | 3.94 | 3.75 | 2.74 | 2.54 | 2.32 | 2.75 | 1.43 | 3.95 |
| Deferred Tax Liabilities | 5.63 | 4.16 | 4.77 | 3.35 | 4.13 | 5.65 | 6.73 | 8.17 | 5.87 |
| Other Liabilities | 65.67 | 85.57 | 77.85 | 78.04 | 41.09 | 68.22 | 32.53 | 20.04 | 8.59 |
| Total Liabilities | 3,715.93 | 3,528.78 | 3,223.02 | 2,719.33 | 2,424.61 | 2,367.32 | 1,909.35 | 1,793.92 | 1,630.66 |
| Preferred Stock - Carrying Value | 11.99 | 11.99 | 11.99 | 11.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 359.59 | 316.60 | 277.60 | 248.65 | 232.42 | 206.16 | 194.16 | 180.71 | 169.28 |
| Total Shareholders Equity | 371.58 | 328.59 | 289.59 | 260.64 | 232.42 | 206.16 | 194.16 | 180.71 | 169.28 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 371.58 | 328.59 | 289.59 | 260.64 | 232.42 | 206.16 | 194.16 | 180.71 | 169.28 |
| Total Liabilities & Stockholders Equity | 4,087.52 | 3,857.37 | 3,512.61 | 2,979.97 | 2,657.03 | 2,573.48 | 2,103.51 | 1,974.62 | 1,799.94 |
| Book Value Per Share | 43.19 | 38.17 | 33.39 | 29.74 | 27.48 | 24.06 | 22.67 | 20.57 | 19.32 |
| Tangible Book Value Per Share | 41.91 | 36.88 | 32.11 | 28.46 | 26.22 | 22.81 | 21.41 | 19.35 | 18.08 |
| Tier 1 Capital | 370.79 | 329.80 | 293.34 | 264.84 | 232.79 | 206.10 | 194.46 | 181.18 | 169.18 |
| Tier 2 Capital | 92.66 | 91.84 | 82.10 | 59.05 | 48.95 | 52.50 | 44.57 | 47.15 | 45.33 |
| Full-Time Employees | 365 | 349 | 343 | 337 | 312 | 301 | 301 | 289 | 264 |
| Price to Book Ratio | 1.60 | 1.28 | 1.24 | 1.28 | 1.06 | 0.77 | 1.16 | 0.95 | 1.16 |
| Return on Assets | 1.24 | 1.17 | 1.11 | 1.41 | 1.33 | 0.71 | 1.12 | 0.85 | 0.65 |
| Return on Equity | 14.10 | 13.98 | 13.12 | 16.12 | 15.82 | 8.27 | 12.18 | 9.18 | 7.10 |
| Return on Invested Capital | 9.79 | 8.02 | 7.11 | 8.12 | 7.29 | 3.84 | 5.55 | 4.55 | 3.35 |
| Current Ratio | 0.02 | 0.06 | 0.06 | 0.08 | 0.04 | 0.05 | 0.07 | 0.15 | 0.12 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 77.30 | 67.19 | 62.73 | 59.75 | 39.81 | 31.92 | 35.49 | 29.43 | 24.16 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -5.18 | -1.98 | 1.90 | -7.45 | -4.17 | -5.04 | -8.23 | -1.99 | 3.24 |
| Cash from Operating Activities | 72.11 | 65.21 | 64.63 | 52.30 | 35.64 | 26.88 | 27.26 | 27.44 | 27.41 |
| Capital Expenditures | -0.66 | -25.09 | -0.25 | -2.91 | -3.27 | -0.35 | -8.29 | -0.25 | -0.99 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -20.96 | -85.67 | -61.41 | -101.19 | -40.38 | -24.30 | -1.40 | -30.09 | -13.76 |
| Purchase of Investments | -103.29 | -153.71 | -165.23 | -132.54 | -88.70 | -97.04 | -72.12 | -94.12 | -58.72 |
| Sale Or Maturity of Investments | 82.33 | 68.04 | 103.81 | 31.35 | 48.32 | 72.74 | 70.72 | 64.03 | 44.97 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 2.60 | 3.00 | 0.00 | 0.00 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -347.20 | -376.90 | -335.61 | -506.85 | -242.26 | -101.90 | -455.13 | -129.96 | -139.98 |
| Cash Dividends Paid | -11.99 | -10.56 | -9.20 | -8.45 | -7.37 | -6.17 | -5.65 | -5.22 | -4.92 |
| Change in Capital Stock | -2.42 | -1.25 | -1.13 | -2.84 | 6.00 | -5.32 | -1.61 | -7.25 | -0.53 |
| Repurchase of Common Pref Stock | -2.55 | -1.39 | -1.27 | -2.97 | -6.13 | -5.48 | -1.67 | -7.25 | -0.53 |
| Sale of Common Pref Stock | 0.14 | 0.14 | 0.14 | 0.13 | 12.13 | 0.16 | 0.07 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 11.99 | 0.00 | 0.07 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.12 | -68.00 | -10.87 | -125.89 | 43.28 | -15.70 | 99.06 | 20.45 | 91.06 |
| Change in Long Term Debt | 0.12 | 0.11 | 0.28 | -125.89 | 43.28 | -15.70 | 99.06 | 20.45 | 91.06 |
| Issuance of Long Term Debt | 0.12 | 0.11 | 0.28 | 1,578.85 | 2,442.43 | 798.30 | 1,319.00 | 572.00 | 895.16 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | -1,704.74 | -2,399.15 | -814.00 | -1,219.94 | -551.55 | -804.10 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 | 0.00 | 0.00 |
| Cash from Financing Activities | 323.01 | 193.47 | 289.17 | 491.38 | 252.19 | 75.22 | 417.68 | 83.07 | 146.58 |
| Net Change in Cash | 47.93 | -118.22 | 18.19 | 36.83 | 45.57 | 0.20 | -10.19 | -19.44 | 34.01 |
| Free Cash Flow | 71.48 | 64.61 | 64.41 | 49.41 | 32.42 | 26.53 | 26.99 | 27.22 | 26.44 |
| Preferred Dividends (Cash Flow) | - | -0.88 | -0.88 | -0.88 | -0.68 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 9.53 | 8.20 | 6.83 | 7.96 | 12.00 | 11.91 | 7.23 | 10.19 | 7.83 |
| Federal Home Loan Advances Increase (Decrease) | - | 2.68 | 0.43 | 5.77 | -4.48 | 0.24 | -5.62 | -0.71 | -1.57 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Due from Banks | 91.46 | 162.16 | 136.16 | 38.47 | 43.27 | 121.79 |
| Investments | 558.53 | 547.39 | 569.53 | 557.85 | 529.55 | 504.20 |
| Net Loans | 3,637.28 | 3,548.22 | 3,462.27 | 3,337.36 | 3,298.27 | 3,214.06 |
| Investment in Unconsolidated Affiliates | 4.48 | 2.61 | 3.50 | 3.13 | 16.87 | 14.80 |
| Net Property, Plant & Equipment | 8.86 | 9.12 | 9.55 | 9.99 | 10.51 | 10.78 |
| Interest Receivables | 13.58 | 12.78 | 13.23 | 13.10 | 13.73 | 13.10 |
| Deferred Tax Assets | 14.75 | 13.55 | 13.19 | 18.81 | 12.54 | 12.35 |
| Other Intangible Assets | 115.34 | 114.17 | 113.42 | 108.81 | 110.10 | 111.61 |
| Total Assets | 4,444.27 | 4,410.00 | 4,320.85 | 4,087.52 | 4,034.84 | 4,002.72 |
| Total Deposits | 3,749.77 | 3,592.16 | 3,566.00 | 3,380.41 | 3,333.07 | 3,305.22 |
| Total Debt | 193.75 | 353.49 | 310.48 | 259.41 | 274.36 | 284.02 |
| Long Term Debt | 100.90 | 111.76 | 132.16 | 132.56 | 199.56 | 199.83 |
| Provision for Risks Charges | 0.00 | 0.38 | 0.38 | 4.80 | 0.50 | 0.51 |
| Deferred Tax Liabilities | - | - | - | 5.63 | - | - |
| Other Liabilities | 96.15 | 68.66 | 63.91 | 65.67 | 68.59 | 68.18 |
| Total Liabilities | 4,039.67 | 4,014.70 | 3,940.78 | 3,715.93 | 3,676.53 | 3,657.93 |
| Preferred Stock - Carrying Value | 11.99 | 11.99 | 11.99 | 11.99 | 11.99 | 11.99 |
| Common Equity | 392.61 | 383.31 | 368.09 | 359.59 | 346.33 | 332.80 |
| Total Shareholders Equity | 404.60 | 395.31 | 380.08 | 371.58 | 358.32 | 344.80 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 404.60 | 395.31 | 380.08 | 371.58 | 358.32 | 344.80 |
| Total Liabilities & Stockholders Equity | 4,444.27 | 4,410.00 | 4,320.85 | 4,087.52 | 4,034.84 | 4,002.72 |
| Book Value Per Share | 46.98 | 45.81 | 44.12 | 43.19 | 41.60 | 39.98 |
| Tangible Book Value Per Share | 45.56 | 44.38 | 42.68 | 41.91 | 40.16 | 38.54 |
| Tier 1 Capital | - | 391.97 | 379.42 | 370.79 | 359.41 | 347.03 |
| Tier 2 Capital | - | 94.76 | - | 92.66 | 93.32 | 93.13 |
| Full-Time Employees | 349 | 355 | 378 | 365 | 365 | 368 |
| Price to Book Ratio | 1.60 | 1.43 | 1.25 | 1.31 | 1.28 | 1.30 |
| Return on Assets | 1.34 | 1.30 | 1.22 | 1.24 | 1.30 | 1.22 |
| Return on Equity | 14.88 | 14.74 | 14.08 | 14.11 | 15.02 | 14.31 |
| Return on Invested Capital | 3.23 | 3.03 | 2.34 | 2.60 | 2.53 | 2.06 |
| Current Ratio | 0.04 | 0.06 | 0.06 | 0.02 | 0.03 | 0.06 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 4.72 | 44.61 | 13.57 | 14.41 | 16.46 | 16.20 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 0.78 | -0.81 | -10.38 | 5.22 | 1.95 | -0.33 |
| Cash from Operating Activities | 5.50 | 43.79 | 3.19 | 19.63 | 18.41 | 15.87 |
| Capital Expenditures | -0.30 | -0.16 | -0.16 | -0.04 | -0.15 | -24.83 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -5.84 | 6.75 | -8.42 | -13.45 | -28.50 | -19.86 |
| Purchase of Investments | -26.01 | -13.01 | -29.08 | -35.19 | -43.68 | -39.05 |
| Sale Or Maturity of Investments | 20.17 | 19.76 | 20.66 | 21.74 | 15.18 | 19.19 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.07 | 2.53 | 0.47 | 0.00 |
| Cash from Investing Activities | -70.91 | -83.05 | -138.64 | -54.60 | -113.05 | -111.82 |
| Cash Dividends Paid | -3.06 | -3.17 | -3.12 | -2.63 | -2.63 | -2.63 |
| Preferred Dividends (Cash Flow) | -0.22 | -0.22 | -0.22 | -0.22 | -0.22 | -0.22 |
| Change in Capital Stock | -0.81 | -0.84 | -0.78 | 0.02 | 0.03 | -0.55 |
| Repurchase of Common Pref Stock | -0.85 | -0.88 | -0.81 | -0.02 | -0.01 | -0.59 |
| Sale of Common Pref Stock | 0.04 | 0.03 | 0.03 | 0.04 | 0.04 | 0.04 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | -159.40 | 43.34 | 51.40 | -14.63 | -9.45 | -10.46 |
| Change in Long Term Debt | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.02 |
| Issuance of Long Term Debt | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.02 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | -5.67 | 65.49 | 233.09 | 30.10 | 15.79 | 48.54 |
| Net Change in Cash | -71.08 | 26.23 | 97.64 | -4.86 | -78.86 | -47.41 |
| Free Cash Flow | 5.20 | 43.63 | 3.06 | 19.59 | 18.26 | 15.54 |
| Price to Free Cash Flow | 9.53 | 7.10 | 9.72 | 8.21 | 6.56 | 6.83 |
Revenue breakdown
| State Commercial Banks | 2024: 153.46M 2025: 168.63M |
|---|---|
| United States | 2024: 153.46M 2025: 168.63M |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.93% | 0.4M | 7.7M | 66.33K |
| 2026-10-15 | 4.94% | 0.4M | 7.7M | 64.57K |
| 2026-09-30 | 4.70% | 0.4M | 7.7M | 62.37K |
| 2026-09-15 | 4.01% | 0.3M | 7.7M | 61.19K |
| 2026-08-31 | 3.42% | 0.3M | 7.7M | 59.12K |
| 2026-08-14 | 2.89% | 0.2M | 7.7M | 55.40K |
| 2026-07-31 | 2.40% | 0.2M | 7.7M | 50.58K |
| 2026-07-15 | 2.01% | 0.2M | 7.7M | 44.85K |
| 2026-06-30 | 1.76% | 0.1M | 7.7M | 45.31K |
| 2026-06-15 | 1.06% | 0.1M | 7.7M | 40.77K |
| 2026-05-29 | 1.09% | 0.1M | 7.7M | 39.41K |
| 2026-05-15 | 0.99% | 0.1M | 7.7M | 40.19K |
| 2026-04-30 | 0.95% | 0.1M | 7.7M | 40.66K |
| 2026-04-15 | 0.79% | 0.1M | 7.7M | 36.27K |
| 2026-03-31 | 0.93% | 0.1M | 7.7M | 30.86K |
| 2026-03-13 | 0.88% | 0.1M | 7.7M | 28.15K |
| 2026-02-27 | 0.70% | 0.1M | 7.7M | 27.81K |
| 2026-02-13 | 0.91% | 0.1M | 7.7M | 25.02K |
| 2026-01-30 | 0.76% | 0.1M | 7.7M | 24.47K |
| 2026-01-15 | 0.93% | 0.1M | 7.7M | 24.75K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 45.00 | 27.50 | 32.40 | 0.00 | 3.304 | 0.00 | 0.00 | 0.862 | -0.635 | 0.026 |
| call | 50.00 | 22.50 | 27.40 | 0.00 | 2.786 | 0.00 | 0.00 | 0.838 | -0.605 | 0.029 |
| call | 55.00 | 17.50 | 22.40 | 0.00 | 2.310 | 0.00 | 0.00 | 0.809 | -0.569 | 0.032 |
| call | 60.00 | 12.50 | 17.40 | 0.00 | 1.863 | 0.00 | 0.00 | 0.773 | -0.524 | 0.035 |
| call | 65.00 | 7.50 | 12.50 | 0.00 | 1.461 | 0.00 | 0.00 | 0.725 | -0.467 | 0.039 |
| call | 70.00 | 2.50 | 7.50 | 0.00 | 1.026 | 0.00 | 0.00 | 0.658 | -0.368 | 0.043 |
| call | 75.00 | 0.00 | 5.00 | 0.00 | 1.081 | 0.00 | 0.00 | 0.532 | -0.284 | 0.046 |
| call | 80.00 | 0.00 | 5.00 | 0.65 | 1.511 | 4.00 | 0.00 | 0.429 | -0.374 | 0.046 |
| call | 85.00 | 0.00 | 5.00 | 0.00 | 1.855 | 0.00 | 0.00 | 0.385 | -0.469 | 0.045 |
| call | 90.00 | 0.00 | 0.25 | 0.50 | 0.850 | 22.00 | 0.00 | 0.091 | -0.092 | 0.019 |
| call | 95.00 | 0.00 | 5.00 | 0.00 | 0.923 | 0.00 | 0.00 | 0.057 | -0.070 | 0.013 |
| put | 45.00 | 0.00 | 5.00 | 0.00 | 4.370 | 0.00 | 0.00 | -0.138 | -0.633 | 0.026 |
| put | 50.00 | 0.00 | 5.00 | 0.00 | 3.740 | 0.00 | 0.00 | -0.162 | -0.603 | 0.029 |
| put | 55.00 | 0.00 | 5.00 | 0.00 | 3.165 | 0.00 | 0.00 | -0.191 | -0.566 | 0.032 |
| put | 60.00 | 0.00 | 5.00 | 0.00 | 2.629 | 0.00 | 0.00 | -0.227 | -0.521 | 0.035 |
| put | 65.00 | 0.00 | 5.00 | 0.00 | 2.116 | 0.00 | 0.00 | -0.275 | -0.464 | 0.039 |
| put | 70.00 | 0.00 | 5.00 | 0.00 | 1.609 | 0.00 | 0.00 | -0.341 | -0.363 | 0.043 |
| put | 75.00 | 0.00 | 5.00 | 0.00 | 1.073 | 0.00 | 0.00 | -0.468 | -0.280 | 0.046 |
| put | 80.00 | 3.10 | 8.00 | 0.00 | 1.062 | 0.00 | 0.00 | -0.571 | -0.368 | 0.046 |
| put | 85.00 | 8.00 | 12.90 | 0.00 | 1.362 | 0.00 | 0.00 | -0.614 | -0.463 | 0.045 |
| put | 90.00 | 13.00 | 17.90 | 0.00 | 1.635 | 0.00 | 0.00 | -0.932 | -0.059 | 0.015 |
| put | 95.00 | 18.00 | 22.90 | 0.00 | 1.877 | 0.00 | 0.00 | -0.942 | -0.063 | 0.013 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-05 | 8-K | Current report | 2026-11-05 | SEC |
| 2026-10-30 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-29 | 8-K | Current report | 2026-10-29 | SEC |
| 2026-10-29 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-09-30 | SEC |
| 2026-08-28 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-27 | SEC |
| 2026-08-21 | N-PX | Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX | 2026-06-30 | SEC |
| 2026-08-20 | 8-K | Current report | 2026-08-20 | SEC |
| 2026-08-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-16 | SEC |
| 2026-07-31 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-30 | 8-K | Current report | 2026-07-30 | SEC |
| 2026-07-28 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-06-30 | SEC |
| 2026-06-02 | 3 | Initial statement of beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-05-28 | 8-K | Current report | 2026-05-22 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-19 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-16 | SEC |
| 2026-05-11 | 8-K/A | 2026-04-15 | SEC | |
| 2026-05-05 | 8-K | Current report | 2026-05-05 | SEC |
| 2026-05-01 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-03-31 | SEC |
| 2026-04-29 | 8-K | Current report | 2026-04-24 | SEC |
| 2026-04-28 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-04-24 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-04-23 | 8-K | Current report | 2026-04-23 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 47.38K | 1 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 3.65K | 1 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 11.10% |
| DIMENSIONAL FUND ADVISORS LP | 5.67% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.11% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 3.91% |
| AMERICAN CENTURY COMPANIES INC | 3.26% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.49% |
| STATE STREET CORP | 2.24% |
| BANC FUNDS CO LLC | 1.95% |
| Cutler Capital Management, LLC | 1.85% |
Funds
| Fund | % owned |
|---|---|
| iShares Core International Aggregate Bond ETF | 5.98% |
| Avantis U.S. Small Cap Value ETF | 2.93% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 2.84% |
| iShares Russell 2000 ETF | 2.70% |
| BlackRock Advantage Small Cap Core Fund | 1.58% |
| U.S. SMALL CAP VALUE PORTFOLIO | 1.20% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.18% |
| Fidelity Small Cap Index Fund | 1.05% |
| U.S. Targeted Value Portfolio | 0.92% |
| iShares Russell 2000 Value ETF | 0.92% |
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