OakChart

Meridian Corp

MRBKFinancial·Banks - Regional·USA·Micro·NASD·Nov 11 • 3:59 PM ET

16.71-0.04 (-0.24%)
2026-11-12 03:55 CET
Market cap
199.47 USD m
Revenue, TTM
- USD m
Net income, TTM
20.21 USD m
Free cash flow, TTM
7.08 USD m
EPS diluted, TTM
1.68
P/E
9.95
Compare

Price

MRBK against its 20, 50 and 200-day averages
2050200miss
16.0018.0020.00346K692KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26MRBKclose 16.7120-day 18.0050-day 18.70200-day 19.1816.71

22.6% under the 52-week high of 21.59 on 15 Apr 2026. 52-week low 13.92 on 21 Nov 2025. Last 15 sessions, 24.4% high to low

Volume 1.06× normal · the line is the 50-bar volume average

Profile

MRBK
52-week range, 36% of the way up
13.9221.59

Meridian Corp. is a bank holding company, which engages in the provision of commercial and consumer banking services. It operates through the following segments: Banking, Meridian Wealth, and Mortgage Banking. The Banking segment consists of commercial and retail banking. The Meridian Wealth segment offers wealth management services and products. The Mortgage Banking segment consists of the central loan production facility and retail and profit sharing loan production offices. The company was founded by Christopher J. Annas on June 8, 2009 and is headquartered in Malvern, PA.

IndexRUT
Employees327
IPONov 07, 2017
Beta0.66
ATR, 14d0.67
Rel volume1.06
Short float2.28%
Insider own22.05%
Inst own61.33%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap199.54M
Enterprise Value-
Income20.21M
Sales200.61M
Book/sh17.06
Cash/sh-
Dividend Est.0.54 (3.23%)
Dividend TTM0.56 (3.35%)
Dividend Ex-DateNov 09, 2026
Dividend Gr. 3/5Y7.72% 33.03%
Payout26.42%
Employees327
IPONov 07, 2017

Ratios

P/E9.95
Forward P/E9.03
PEG0.81
P/S0.99
P/B0.98
P/C-
P/FCF28.18
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio0.08
Debt/Eq0.81
LT Debt/Eq0.24
Option/ShortNo / Yes

Earnings

EPS (ttm)1.68
EPS next Y1.85
EPS next Q0.37
EPS this Y-19.58%
EPS next Y21.71%
EPS next 5Y11.22%
EPS past 3/5Y1.90% -2.40%
Sales past 3/5Y14.98% 7.79%
EPS Y/Y TTM-4.58%
Sales Y/Y TTM-2.24%
EPS Q/Q-26.17%
Sales Q/Q-7.71%
EarningsOct 30 AMC
EPS/Sales Surpr.-5.49% -8.79%

Ownership

Insider Own22.05%
Insider Trans0.08%
Inst Own61.33%
Inst Trans1.49%
ROA0.79%
ROE10.32%
ROIC7.98%
Gross Margin-
Oper. Margin12.64%
Profit Margin10.07%
SMA20-7.17%
SMA50-10.63%
SMA200-12.89%
Trades-

Technical

Shs Outstand11.94M
Shs Float9.31M
Short Float2.28%
Short Ratio2.48
Short Interest0.21M
52W High21.59 -22.60%
52W Low13.92 20.04%
Volatility5.20% 3.69%
ATR (14)0.67
RSI (14)27.83
Beta0.66
Rel Volume1.06
Avg Volume85.82K
Volume91,156

Performance

Perf Week-2.39%
Perf Month-10.06%
Perf Quarter-16.91%
Perf Half Y-3.86%
Perf YTD-4.95%
Perf Year13.06%
Perf 3Y52.19%
Perf 5Y1.17%
Perf 10Y-
Recom2.00
Target Price20.00
Prev Close16.75
Price16.71
Change %-0.24%

Analyst ratings

latest 3 of 3
DateActionAnalystRating changeTargetImplied
Nov 03, 2026DowngradeDDA DavidsonBuy → Neutral$20+19.7%
Dec 03, 2025ResumedPPiper SandlerOverweight$19+13.7%
Jan 29, 2024DowngradePPiper SandlerOverweight → Neutral$14 → $13-22.2%

Peers

Mkt cap
TickerCompanyMkt cap
UVSPUnivest Financial Corp1.11B
BPRNPrinceton Bancorp Inc301.80M
FRBAFirst Bank (NJ)488.40M
ORRFOrrstown Financial Services Inc867.47M
PKBKParke Bancorp Inc383.86M
MPBMid Penn Bancorp Inc885.48M
CZFSCitizens Financial Services Inc412.85M
ACNBACNB Corp678.37M
FRAFFranklin Financial Services Corp314.51M
NEWTNewtekOne Inc311.61M

Insider trading

9 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Hollin Edward J.DirectorNov 06 '26Option Exercise15.502003,10051,826Nov 10 05:07 PM
Warriner Kenneth ThomasDirectorMay 11 '26Buy18.001,00018,0003,000Jun 25 03:40 PM
Annas Christopher J.Chairman & CEOJun 08 '26Option Exercise7.6242,000320,040410,507Jun 10 01:44 PM
Imbesi Anthony MarkDirectorMay 13 '26Buy17.381,00017,381386,156May 14 04:03 PM
Holland Robert T.DirectorMay 07 '26Option Exercise7.6210,50080,01088,052May 08 02:26 PM
Warriner Kenneth ThomasDirectorApr 30 '26Buy18.411,00018,4152,000Apr 30 02:18 PM
Hollin Edward J.DirectorApr 29 '26Option Exercise13.036007,82051,626Apr 30 09:44 AM
Martindell Clarence AddisEVPMar 13 '26Option Exercise9.504,00038,00020,970Apr 03 01:00 PM
Collier George C. IIIDirectorMar 06 '26Option Exercise11.221,60017,95667,636Mar 11 08:57 AM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
IWMiShares Russell 2000 Index FundAUM: 77.38B
DFSVUS Small Cap Value Portfolio ETF Class SharesAUM: 8.52B
FSMDFidelity Small-Mid Multifactor ETFAUM: 2.48B
VXFVanguard Extended Market Index ETFAUM: 30.47B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.51B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B

News

latest 14 of 200
  • Meridian Corporation Reports Third Quarter 2026 Results and Announces a Quarterly Dividend of $0.14 per Common Share (GlobeNewswire)
  • Meridian Corp's Dividend Analysis (GuruFocus.com)
  • Meridian Corporation Reports Second Quarter 2026 Results and Announces a Quarterly Dividend of $0.14 per Common Share (GlobeNewswire)
  • Meridian Corporation Reports Revised First Quarter 2026 Results (GlobeNewswire)
  • Meridian Corporation Announces Appointment of Ken Warriner to Board of Directors (GlobeNewswire)
  • Meridian Corporation Reports First Quarter 2026 Results and Announces a Quarterly Dividend of $0.14 per Common Share (GlobeNewswire) -8.86%
  • George Collier Retires from Meridian Bank Board After 21 Years of Distinguished Service (GlobeNewswire)
  • Market expert Jonathan Corpina sees positive signs amid 'fragile' situation (Quartz)
  • Why Meridian Bank (MRBK) is a Top Dividend Stock for Your Portfolio (Zacks)
  • Meridian Bank (MRBK) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
  • Is Meridian Bank (MRBK) Stock Undervalued Right Now? (Zacks)
  • Meridian Bank (MRBK) Q4 Earnings and Revenues Surpass Estimates (Zacks)
  • Meridian Corporation Reports Fourth Quarter 2025 Results and Announces a Quarterly Dividend of $0.14 per Common Share (GlobeNewswire)
  • Carter Bankshares, Inc. (CARE) Beats Q4 Earnings Estimates (Zacks)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-10-300.4300.4550.43030.1433.052
2026Q22026-07-300.4800.5100.47732.6734.312
2026Q12026-04-230.3900.4750.16530.2431.792
2025Q42026-01-290.6100.5450.61134.2432.412
2025Q32025-10-230.5800.5000.57733.0731.881
2025Q22025-07-240.4900.4200.49132.4530.201
2025Q12025-04-250.2100.3250.21027.1027.952
2024Q42025-01-240.4900.3350.49232.5826.972
2024Q32024-10-240.4200.3500.42229.0726.542
2024Q22024-07-260.3000.3130.29826.0925.663
2024Q12024-04-260.2400.2430.23924.5923.993
2023Q42024-01-260.0500.2830.05125.0624.473
2023Q32023-10-270.3500.3770.35325.3126.763
2023Q22023-07-280.4100.3830.41126.2226.523
2023Q12023-05-020.3400.3230.34524.3225.783
2022Q42023-01-300.3850.4520.38626.5127.873

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2017FY0.3450.3870.24765.0365.66
2018FY0.6650.6720.63565.0065.00
2019FY0.8650.7830.81469.4368.12
2020FY2.0261.5932.137149.6123.37
2021FY2.8652.7632.867159.5150.73
2022FY1.7901.8251.789111.85112.99
2023FY1.1601.4231.163100.91100.84
2024FY1.4501.2651.454112.34106.53
2025FY1.8901.7851.890126.86124.41
2026FY-1.520--124.68
2027FY-1.850--133.14
2028FY-2.600--148.37

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-0420231.3031.0131.60
2026Q4S2026-11-0220132.6831.6033.77
2026Q4S2026-11-0120133.5233.2833.77
2026Q4S2026-10-3120133.5233.2833.77
2026Q4S2026-10-3020133.5233.2833.77
2026Q4S2026-10-1720133.5233.2833.77
2026Q4S2026-09-3020233.5233.2833.77
2026Q4S2026-08-0320234.1933.7734.61
2026Q4S2026-07-3120135.0934.6135.57
2026Q4S2026-07-1120036.6935.5737.80
2026Q4S2026-06-2221036.6935.5737.80
2026Q4S2026-05-0121036.6635.5737.74
2026Q4S2026-04-2721036.6935.6537.74
2026Q4S2026-04-2420035.4735.3035.65

Estimate history

EPS, annual0.2470.6350.8142.1372.8671.7891.1631.4541.8931.6786
Period201720182019202020212022202320242025TTM
EPS, quarterly0.4220.4920.210.4910.5770.6110.1650.4770.426
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual72.73376.78785.472140.429167.348134.4168.299197.234204.303200.61
Period201720182019202020212022202320242025TTM
Sales, quarterly50.31553.97746.0552.22452.96153.06848.20150.46448.879
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual12.78512.81412.81512.27112.21611.46611.18311.2411.82611.937
Period201720182019202020212022202320242025MRQ
Shares, quarterly11.22911.2411.28511.29711.51711.82611.87911.92411.937
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Interest Income165.77166.31156.03136.5988.7271.5262.6652.8644.06
Total Interest Expense72.7278.6485.0367.6518.598.4113.6616.5311.41
Net Interest Income93.0687.6871.0068.9470.1363.1149.0036.3432.66
Loan Loss Provision14.8815.1511.406.822.491.078.300.901.58
Net Interest Income After Loan Loss Provision78.1872.5359.6062.1367.6462.0440.6935.4431.08
Non-Interest Income34.8437.9941.2131.7145.6895.8377.7732.6132.72
Non-Interest Expense87.6782.1179.0276.8785.40112.0183.9354.5353.31
Operating Income25.3528.4021.7916.9727.9245.8634.5413.5110.49
Unusual Expense0.000.000.000.000.000.000.000.000.00
Net Income Before Taxes25.3528.4021.7916.9727.9246.3034.5413.5110.49
Income Taxes5.146.575.443.726.0910.728.103.032.33
Consolidated Net Income20.2121.8416.3513.2421.8335.5926.4410.488.16
Net Income From Continuing Operations20.2121.8416.3513.2421.8335.5926.4410.488.16
Net Income20.2121.8416.3513.2421.8335.5926.4410.488.16
EPS (Recurring)1.651.891.451.161.792.872.140.810.64
EPS (Basic, Before Extraordinaries)1.721.931.471.191.852.902.150.820.64
EPS (Diluted)1.681.891.451.161.792.872.140.810.64
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.880.940.770.931.171.170.560.200.23
Price To Earnings Ratio9.959.9513.579.307.496.234.5111.6112.66
Price To Sales Ratio1.150.990.780.941.381.360.921.521.44
Operating Margin12.6413.9011.0510.0820.7727.4024.5915.8113.66
Net Margin10.0710.698.297.8716.2421.2618.8312.2610.63
Shares Outstanding11.9411.8311.2411.1811.4712.2212.2712.8212.81
Market Capitalization199.47199.47154.10155.37177.03218.60119.43121.07102.95

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Interest Income41.4540.7840.7142.8343.1141.2139.1740.03
Total Interest Expense18.0217.9917.5119.2019.9920.0519.3920.73
Net Interest Income23.4422.7923.2023.6323.1221.1619.7819.30
Loan Loss Provision1.132.977.493.292.853.805.213.57
Net Interest Income After Loan Loss Provision22.3119.8215.7120.3420.2717.3614.5615.73
Non-Interest Income7.439.687.4910.249.8511.016.8813.95
Non-Interest Expense23.7522.0320.6121.2921.4521.0818.3022.08
Operating Income5.997.482.599.308.677.293.157.60
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes5.997.482.599.308.677.293.157.60
Income Taxes0.781.670.582.112.011.700.752.00
Consolidated Net Income5.215.812.017.196.665.592.405.60
Net Income From Continuing Operations5.215.812.017.196.665.592.405.60
Net Income5.215.812.017.196.665.592.405.60
EPS (Recurring)0.430.480.170.610.580.490.210.49
EPS (Basic, Before Extraordinaries)0.440.490.170.620.590.500.210.50
EPS (Diluted)0.430.480.170.610.580.490.210.49
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 Expense0.090.09-0.030.720.080.040.120.52
Price To Earnings Ratio9.9510.8710.049.939.789.069.9213.57
Price To Sales Ratio1.151.191.121.010.890.720.830.79
Operating Margin12.2414.825.3717.5216.3813.956.8314.07
Net Margin10.6511.514.1613.5412.5710.715.2110.38
Shares Outstanding11.9411.9211.8811.8311.5211.3011.2911.24
Market Capitalization199.47238.16225.15202.48178.45145.47162.51154.10

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Due from Banks10.365.6010.0711.3023.4834.1919.1123.1624.89
Investments297.49275.20267.18235.11256.18378.77131.58109.11105.67
Net Loans2,149.032,012.001,873.701,724.851,367.701,267.00955.20830.05687.93
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Customer Liability on Acceptances0.000.000.000.000.000.000.000.000.00
Real Estate Assets6.000.161.701.70-0.000.120.000.44
Net Property, Plant & Equipment22.8019.0522.5622.3511.817.788.649.649.74
Interest Receivables10.729.969.327.365.015.483.152.892.54
Deferred Tax Assets8.618.579.619.436.575.733.232.712.22
Other Intangible Assets61.3859.2357.4655.6147.8626.9230.1220.9023.52
Total Assets2,566.392,389.772,251.602,067.721,718.601,725.871,151.14998.47856.94
Total Deposits2,158.132,005.371,823.461,712.481,446.411,241.34851.17752.13627.11
Total Debt177.92181.24233.73171.3381.85313.08167.76129.78121.92
Long Term Debt69.3181.0690.3447.3340.51206.2244.0915.4822.17
Provision for Risks Charges0.980.821.000.000.000.000.000.000.00
Deferred Tax Liabilities4.403.905.405.505.165.671.120.980.90
Other Liabilities25.2526.9229.9825.1419.8224.1610.396.025.64
Total Liabilities2,366.682,218.252,093.571,914.441,553.241,584.241,030.44888.91755.58
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity199.72171.52158.02153.28165.36141.62120.69109.55101.36
Total Shareholders Equity199.72171.52158.02153.28165.36141.62120.69109.55101.36
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity199.72171.52158.02153.28165.36141.62120.69109.55101.36
Total Liabilities & Stockholders Equity2,566.392,389.772,251.602,067.721,718.601,725.871,151.14998.47856.94
Book Value Per Share16.8915.2614.1313.3713.5411.549.428.557.93
Tangible Book Value Per Share16.5914.9313.7813.0113.1911.179.058.167.50
Tier 1 Capital----160.38134.56115.93104.8897.08
Tier 2 Capital------50.5417.3820.16
Full-Time Employees327322324366413381---
Price to Book Ratio0.980.921.001.171.320.841.000.941.16
Return on Assets0.880.700.611.152.071.840.980.880.38
Return on Equity11.769.928.5113.7023.1820.169.097.743.54
Return on Invested Capital8.126.475.3310.8817.297.606.366.532.45
Current Ratio0.020.020.060.040.030.050.060.050.08

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations20.7829.1417.9216.1887.11171.06-170.2718.3911.98
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-12.46-4.84-8.322.67-2.44-5.9312.123.18-0.95
Cash from Operating Activities8.3224.309.6018.8584.67165.12-158.1421.5711.03
Capital Expenditures-1.26-1.75-0.57-1.82-7.91-15.37-0.75-0.75-1.64
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.020.040.000.000.000.000.000.000.00
Purchase or Sale of Investments-16.19-15.54-27.36-8.64-23.97-40.31-58.05-6.01-10.53
Purchase of Investments-57.02-51.94-66.76-33.21-37.00-74.34-114.49-44.68-17.09
Sale Or Maturity of Investments40.8436.4039.4124.5713.0334.0356.4438.676.56
Other Uses0.000.000.000.000.000.000.00-0.070.00
Other Sources1.371.389.880.000.000.000.000.000.11
Cash from Investing Activities-32.16-163.90-165.00-164.19-393.15-140.51-371.02-143.08-155.60
Cash Dividends Paid-6.43-5.67-5.60-5.61-10.93-9.68-1.520.000.00
Change in Capital Stock5.357.980.50-3.95-12.21-1.93-7.310.000.14
Repurchase of Common Pref Stock-0.42-0.420.00-4.26-12.96-3.03-7.70-0.000.00
Sale of Common Pref Stock5.778.400.500.310.751.100.400.010.14
Proceedsfrom Stock Options4.737.520.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net-37.28-7.15-50.6462.2280.46-231.34145.2137.897.86
Change in Long Term Debt-25.83-15.24-7.830.000.00-165.83161.6128.51-4.89
Issuance of Long Term Debt0.000.000.000.000.000.00162.4240.000.00
Reduction of Long Term Debt-25.83-15.24-7.830.000.00-165.83-0.82-11.49-4.89
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00--0.00
Cash from Financing Activities12.43147.92126.16163.64323.39-37.87526.54136.93133.02
Net Change in Cash-11.418.32-29.2318.3114.91-13.26-2.6315.42-11.55
Free Cash Flow7.0822.579.0317.0381.76159.75-158.8920.829.39
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow356.6212.0144.9713.862.611.52-6.2411.75
Federal Home Loan Advances Increase (Decrease)--0.060.32-1.14-1.812.740.21-1.07-0.19

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Due from Banks11.8711.2112.4610.3612.6120.60
Investments308.01324.38295.34297.49295.20308.03
Net Loans2,143.142,156.512,160.322,149.032,141.052,087.40
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment12.2612.4412.3022.8012.4112.32
Interest Receivables11.8410.6811.0210.7210.9410.33
Deferred Tax Assets6.104.544.558.614.995.31
Other Intangible Assets73.4767.3474.5961.3860.2263.79
Total Assets2,571.552,593.182,576.582,566.392,541.132,510.94
Total Deposits2,166.882,194.442,169.962,158.132,131.122,110.37
Total Debt164.96157.74170.51177.92187.09188.76
Long Term Debt49.7449.7060.2769.3160.4275.63
Provision for Risks Charges0.000.000.000.980.000.00
Deferred Tax Liabilities---4.40--
Other Liabilities36.0836.1935.8825.2534.9033.79
Total Liabilities2,367.922,388.372,376.362,366.682,353.102,332.92
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity203.63204.81200.22199.72188.03178.02
Total Shareholders Equity203.63204.81200.22199.72188.03178.02
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity203.63204.81200.22199.72188.03178.02
Total Liabilities & Stockholders Equity2,571.552,593.182,576.582,566.392,541.132,510.94
Book Value Per Share17.0617.1816.8616.8916.3315.76
Tangible Book Value Per Share16.7816.8916.5716.5916.0215.44
Full-Time Employees---327--
Price to Book Ratio0.981.191.121.081.000.84
Return on Assets0.790.850.840.880.820.75
Return on Equity10.3211.3111.4711.7611.3910.77
Return on Invested Capital2.062.280.772.672.682.20
Current Ratio0.080.100.090.020.100.12

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations21.21-7.494.122.9423.80-8.97
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-8.656.56-1.25-9.120.60-3.08
Cash from Operating Activities12.57-0.932.86-6.1824.40-12.04
Capital Expenditures-0.15-0.47-0.23-0.41-0.45-0.63
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.020.020.00
Purchase or Sale of Investments-10.65-4.42-3.122.00-4.94-2.52
Purchase of Investments-17.20-12.84-8.27-18.71-12.78-6.17
Sale Or Maturity of Investments6.558.425.1520.717.843.65
Other Uses0.000.000.000.000.000.00
Other Sources-18.6111.916.701.37-0.490.50
Cash from Investing Activities1.69-1.32-24.45-8.08-55.27-48.72
Cash Dividends Paid-1.67-1.67-1.66-1.44-1.42-1.41
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.150.180.624.403.060.11
Repurchase of Common Pref Stock0.000.000.00-0.420.000.00
Sale of Common Pref Stock0.150.180.624.833.060.11
Proceedsfrom Stock Options0.000.000.004.732.790.00
Issuance or Reduction of Debt, Net7.19-12.813.29-19.93-1.70-0.62
Change in Long Term Debt-10.590.000.00-15.23-0.010.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt-10.590.000.00-15.23-0.010.00
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-21.8910.1914.0810.0520.68-20.29
Net Change in Cash-7.637.94-7.51-4.21-10.19-81.05
Free Cash Flow12.41-1.402.64-6.5723.96-12.68
Price to Free Cash Flow356.6219.59162.1512.258.124.67

Revenue breakdown

Consolidation, Policy2024: 35.00K 2025: 16.00K
Investment Advice2024: 5.70M 2025: 6.30M
United States2024: 5.74M 2025: 6.32M
Banking2024: 1.00K
Wealth2024: 5.73M 2025: 6.32M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-302.28%0.2M9.3M80.05K
2026-10-152.42%0.2M9.3M88.18K
2026-09-302.41%0.2M9.3M96.06K
2026-09-152.67%0.2M9.3M119.15K
2026-08-312.96%0.3M9.3M122.77K
2026-08-142.61%0.2M9.3M121.90K
2026-07-312.10%0.2M9.3M123.43K
2026-07-152.02%0.2M9.3M131.24K
2026-06-301.31%0.1M9.3M134.29K
2026-06-151.59%0.1M9.3M115.21K
2026-05-291.89%0.2M9.0M111.54K
2026-05-151.77%0.2M9.0M108.77K
2026-04-301.37%0.1M9.1M111.53K
2026-04-150.92%0.1M9.1M93.41K
2026-03-311.30%0.1M9.1M84.35K
2026-03-131.24%0.1M9.1M83.73K
2026-02-271.19%0.1M8.9M87.86K
2026-02-131.62%0.1M8.9M85.17K
2026-01-300.96%0.1M8.7M74.74K
2026-01-151.07%0.1M8.7M73.06K

Option chain

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

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-104Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-0910-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-308-KCurrent report2026-10-30SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-308-KCurrent report2026-07-30SEC
2026-07-29SCHEDULE 13GSEC
2026-07-238-KCurrent report2026-07-23SEC
2026-06-254Statement of changes in beneficial ownership of securities2026-05-11SEC
2026-06-104Statement of changes in beneficial ownership of securities2026-06-08SEC
2026-05-298-KCurrent report2026-05-28SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-13SEC
2026-05-1110-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-084Statement of changes in beneficial ownership of securities2026-05-07SEC
2026-05-048-K/A2026-04-23SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-30SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-29SEC
2026-04-273Initial statement of beneficial ownership of securities2026-04-27SEC
2026-04-278-KCurrent report2026-04-27SEC
2026-04-238-KCurrent report2026-04-23SEC
2026-04-238-KCurrent report2026-04-23SEC
2026-04-06DEFR14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-06ARSAnnual report to security holders. 2025-12-31SEC
2026-04-06DEFA14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934SEC
2026-04-06DEF 14AProxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 19342025-12-31SEC
2026-04-034Statement of changes in beneficial ownership of securities2025-11-17SEC
2026-04-033Initial statement of beneficial ownership of securities2025-04-04SEC
2026-03-27SCHEDULE 13G/ASEC
2026-03-1310-KAnnual report pursuant to Section 13 or 15(d)2025-12-31SEC
2026-03-114Statement of changes in beneficial ownership of securities2026-03-06SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-0535.38K200
2026-0418.42K100
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.5.81%
STRATEGIC VALUE BANK PARTNERS LLC5.06%
DIMENSIONAL FUND ADVISORS LP4.67%
Fourthstone LLC4.53%
FIRST MANHATTAN CO. LLC.3.68%
VANGUARD CAPITAL MANAGEMENT LLC3.65%
BANC FUNDS CO LLC3.21%
GEODE CAPITAL MANAGEMENT, LLC3.20%
ACADIAN ASSET MANAGEMENT LLC2.89%
AMERICAN CENTURY COMPANIES INC2.17%

Funds

Fund% owned
Thompson Bond Fund83.83%
Angel Oak Financial Strategies Income Term Trust33.64%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.64%
iShares Russell 2000 ETF2.49%
Avantis U.S. Small Cap Value ETF2.20%
College Retirement Equities Fund - Total Global Stock Account1.36%
VANGUARD EXTENDED MARKET INDEX FUND0.94%
U.S. SMALL CAP VALUE PORTFOLIO0.93%
Fidelity Small Cap Index Fund0.90%
iShares Russell 2000 Value ETF0.80%

OakChart. MRBK. Cached 15 minutes.