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CoastalSouth Bancshares, Inc. (COSO)
USD26.89
+0.40 (+1.51%)
US NYSE Financial Services Banks - Regional
Address
5 Bow Circle 29928-7344
Hilton Head Island, SC, US
Hilton Head Island, SC, US
CEO
Stephen R. Stone
Website
coastalstatesbank.com
IPO
2025-05-08
CIK 1297107 ISIN US19058X2071
Description
CoastalSouth Bancshares, Inc. (COSO) serves as the bank holding company for CoastalStates Bank, offering a diverse array of banking products and services to both retail and commercial clientele. Customers can access a range of deposit products, including checking, savings, money market accounts, certificates of deposit, and individual retirement accounts. Its lending options span residential mortgages, home equity loans, cash value lines of credit, commercial and government-backed financing, and mortgage banker finance. The bank also provides debit and credit cards. Additional offerings feature customized and private banking, treasury management solutions, and convenient digital and telephone banking access. Retail banking branches are situated across Hilton Head Island/Bluffton, South Carolina, and in Savannah and the north metro Atlanta area of Georgia. Founded in 2003, its corporate headquarters are located in Hilton Head Island, South Carolina.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD26.89
+0.40 (+1.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
122.6K
Beta
0.01
Float Shares
9.01M
Free Float %
74.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.66% | -1.31% | -0.08% | +3.99% | +13.82% | +9.81% | +21.86% | +70.20% | +50.09% | +27.65% | +27.65% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (1 ratings, all time)
Buy
Price Targets & DCF
Current price
26.89
Low
30.00
+11.6%
Consensus
30.00
+11.6%
Median
30.00
+11.6%
High
30.00
+11.6%
DCF (Unlevered)
34.14
+27.0%
DCF (Levered)
93.37
+247.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
30.00
+11.6%
|
| Last Year | 2 |
29.50
+9.7%
|
| All Time | 2 |
29.50
+9.7%
|
Quality scores
Altman Z-Score
-0.50
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+4.7% Q1'26: +8.9% (vs Q1'25)
-
EPS growth+3.4% Q1'26: +8.5% (vs Q1'25)
-
FCF margin— Q1'26: -59.7% (vs Q1'25)
-
EBIT margin— Q1'26: +24.0% (vs Q1'25)
-
ROIC— Q1'26: -16.4% (vs Q1'25)
-
Share dilution+10.0% Q1'26: +16.9% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|
| Revenue |
129.72M
est: 75.07M (+72.8%)
|
135.78M
est: 81.70M (+66.2%)
|
93.07M
92.69M – 93.46M
+13.9% YoY
|
102.41M
101.99M – 102.83M
+10.0% YoY
|
| EBITDA |
29.36M
est: 20.99M (+39.9%)
|
33.46M
est: 22.84M (+46.5%)
|
26.02M
25.91M – 26.13M
+13.9% YoY
|
28.63M
28.51M – 28.75M
+10.0% YoY
|
| EBIT |
27.22M
est: 19.50M (+39.6%)
|
31.14M
est: 21.22M (+46.7%)
|
24.17M
24.07M – 24.27M
+13.9% YoY
|
26.60M
26.49M – 26.71M
+10.0% YoY
|
| Net Income |
21.90M
est: 27.62M (-20.7%)
|
24.89M
est: 25.06M (-0.7%)
|
26.73M
26.58M – 26.87M
+6.7% YoY
|
30.59M
30.42M – 30.75M
+14.4% YoY
|
| SGA |
27.04M
est: 21.01M (+28.7%)
|
31.64M
est: 22.86M (+38.4%)
|
26.04M
25.94M – 26.15M
+13.9% YoY
|
28.66M
28.54M – 28.78M
+10.0% YoY
|
| EPS |
2.15
est: 2.40 (-10.3%)
|
2.24
est: 2.18 (+3.0%)
|
2.32
2.31 – 2.33
+6.7% YoY
|
2.66
2.64 – 2.67
+14.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | Piper Sandler | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
43.68M
OE per share TTM
3.27
Owner's Yield
13.75%
Maintenance CapEx ratio
10.48%
Maint CapEx / Avg PPE
23.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
82
Total invested
179.21M
Insider transactions (90d)
6
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
82
+16 vs prev Q
New positions
23
Closed positions
7
Increased
60
Reduced
11
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FOURTHSTONE LLC | 959.8K +581.7K (+153.8%) | 22.32M +14.1M (+170.6%) | 8.33% +4.961 pp | 4.18% +2.697 pp | USD22.68 +2.5% | 2 qtrs — |
| 2 | EJF CAPITAL LLC | 930.2K +— (+0.0%) | 21.63M +1.3M (+6.6%) | 8.07% -0.218 pp | 12.28% +0.499 pp | USD21.81 +6.6% | 2 qtrs — |
| 3 | — | 719.2K +— (+0.0%) | 16.72M +1.0M (+6.6%) | 6.24% -0.168 pp | 5.21% +0.253 pp | USD21.81 +6.6% | 2 qtrs — |
| 4 | ALLIANCEBERNSTEIN L.P. | 424.7K -78.4K (-15.6%) | 9.87M -1.1M (-10.0%) | 3.69% -0.798 pp | 0.00% 0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 5 | BERKELEY CAPITAL PARTNERS, LLC | 365.6K -15.4K (-4.0%) | 8.50M +301.5K (+3.7%) | 2.95% -0.445 pp | 2.00% +0.063 pp | USD21.29 +9.2% | 3 qtrs — |
| 6 | ENDEAVOUR CAPITAL ADVISORS INC | 336.8K -100.0 (0.0%) | 7.83M +482.9K (+6.6%) | 2.92% -0.080 pp | 2.18% -0.044 pp | USD21.81 +6.6% | 2 qtrs — |
| 7 | BLACKROCK, INC. | 324.3K +74.0K (+29.6%) | 7.54M +2.1M (+38.1%) | 2.62% +0.387 pp | 0.00% +0.000 pp | USD22.14 +5.0% | 2 qtrs — |
| 8 | AZORA CAPITAL LP | 308.9K -90.1K (-22.6%) | 7.18M -1.5M (-17.5%) | 2.68% -0.876 pp | 0.45% +0.049 pp | USD21.81 +6.6% | 2 qtrs — |
| 9 | MENDON CAPITAL ADVISORS CORP | 265.8K -66.6K (-20.0%) | 6.18M -1.1M (-14.7%) | 2.15% -0.817 pp | 1.83% -0.948 pp | USD21.81 +6.6% | 2 qtrs — |
| 10 | NORTH REEF CAPITAL MANAGEMENT LP | 263.9K +43.3K (+19.6%) | 6.14M +1.3M (+27.5%) | 2.29% +0.324 pp | 0.25% +0.022 pp | USD22.05 +5.4% | 2 qtrs — |
| 11 | RMB CAPITAL MANAGEMENT, LLC | 243.5K -63.1K (-20.6%) | 5.66M -1.0M (-15.3%) | 1.97% -0.767 pp | 0.10% -0.025 pp | USD21.81 +6.6% | 2 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 239.5K -113.4K (-32.1%) | 5.57M -2.1M (-27.7%) | 1.93% -1.213 pp | 0.00% 0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 13 | VANGUARD GROUP INC | 234.1K +86.8K (+58.9%) | 5.44M +2.2M (+69.4%) | 1.89% +0.577 pp | 0.00% +0.000 pp | USD22.34 +4.1% | 2 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 147.1K +16.6K (+12.7%) | 3.42M +574.0K (+20.2%) | 1.19% +0.024 pp | 0.00% +0.000 pp | USD21.97 +5.8% | 2 qtrs — |
| 15 | RAFFLES ASSOCIATES LP | 121.3K -3.0K (-2.4%) | 2.82M +109.2K (+4.0%) | 1.05% -0.055 pp | 2.12% -0.408 pp | USD21.81 +6.6% | 2 qtrs — |
| 16 | KLCM ADVISORS, INC. | 107.6K +17.1K (+18.9%) | 2.50M +528.9K (+26.8%) | 0.87% +0.062 pp | 0.21% +0.018 pp | USD19.65 +18.3% | 32 qtrs — |
| 17 | BLEAKLEY FINANCIAL GROUP, LLC | 88.1K +— (+0.0%) | 2.05M +126.9K (+6.6%) | 0.76% -0.021 pp | 0.04% -0.009 pp | USD21.81 +6.6% | 2 qtrs — |
| 18 | BANC FUNDS CO LLC | 85.7K +— (+0.0%) | 1.99M +123.4K (+6.6%) | 0.74% -0.020 pp | 0.39% +0.068 pp | USD12.14 +91.5% | 29 qtrs — |
| 19 | FIRST MANHATTAN CO. LLC. | 77.6K +— (+0.0%) | 1.81M +111.8K (+6.6%) | 0.67% -0.018 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 20 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 75.7K +— (+0.0%) | 1.76M +109.1K (+6.6%) | 0.61% -0.064 pp | 1.45% +0.114 pp | USD21.81 +6.6% | 2 qtrs — |
| 21 | MARSHALL WACE, LLP | 52.5K +52.5K (+100.0%) | 1.22M +1.2M (+100.0%) | 0.42% +0.424 pp | 0.00% +0.001 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 22 | NORTHERN TRUST CORP | 44.4K +2.4K (+5.7%) | 1.03M +116.6K (+12.7%) | 0.36% -0.016 pp | 0.00% +0.000 pp | USD21.89 +6.2% | 2 qtrs — |
| 23 | CITADEL ADVISORS LLC | 41.6K +41.6K (+100.0%) | 966.2K +966.2K (+100.0%) | 0.34% +0.336 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | 40.1K +— (+0.0%) | 932.0K +57.7K (+6.6%) | 0.32% -0.034 pp | 0.02% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 25 | STATE STREET CORP | 39.9K +13.0K (+48.2%) | 927.3K +340.5K (+58.0%) | 0.32% +0.082 pp | 0.00% +0.000 pp | USD22.28 +4.4% | 2 qtrs — |
| 26 | HB WEALTH MANAGEMENT, LLC | 38.2K +38.2K (+100.0%) | 887.8K +887.8K (+100.0%) | 0.31% +0.308 pp | 0.01% +0.006 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 27 | SALZHAUER MICHAEL | 32.7K +— (+0.0%) | 761.3K +47.2K (+6.6%) | 0.26% -0.028 pp | 0.31% -0.031 pp | USD21.81 +6.6% | 2 qtrs — |
| 28 | UBS GROUP AG | 25.2K +16.3K (+184.4%) | 585.2K +392.2K (+203.2%) | 0.20% +0.124 pp | 0.00% +0.000 pp | USD22.74 +2.2% | 2 qtrs — |
| 29 | MORGAN STANLEY | 21.4K +18.2K (+568.5%) | 497.5K +427.7K (+612.6%) | 0.17% +0.144 pp | 0.00% +0.000 pp | USD23.03 +1.0% | 2 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 20.1K -863.0 (-4.1%) | 467.0K +10.1K (+2.2%) | 0.17% -0.012 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 31 | GHISALLO CAPITAL MANAGEMENT LLC | 20.0K +— (+0.0%) | 465.0K +28.8K (+6.6%) | 0.17% -0.005 pp | 0.02% +0.007 pp | USD21.81 +6.6% | 2 qtrs — |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17.4K +1.8K (+11.4%) | 403.7K +63.8K (+18.8%) | 0.15% +0.012 pp | 0.00% +0.000 pp | USD21.96 +5.9% | 2 qtrs — |
| 33 | SEI INVESTMENTS CO | 13.4K +3.8K (+38.8%) | 312.1K +101.1K (+47.9%) | 0.12% +0.030 pp | 0.00% +0.000 pp | USD22.21 +4.7% | 2 qtrs — |
| 34 | JANE STREET GROUP, LLC | 12.9K +12.9K (+100.0%) | 299.7K +299.7K (+100.0%) | 0.10% +0.104 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 35 | ACADIAN ASSET MANAGEMENT LLC | 12.4K +12.4K (+100.0%) | 287.0K +287.0K (+100.0%) | 0.11% +0.108 pp | 0.00% +0.001 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 36 | BARCLAYS PLC | 12.0K +5.4K (+82.0%) | 278.3K +134.8K (+94.0%) | 0.10% +0.038 pp | 0.00% +0.000 pp | USD22.46 +3.5% | 2 qtrs — |
| 37 | QUADRATURE CAPITAL LTD | 10.4K +10.4K (+100.0%) | 241.2K +241.2K (+100.0%) | 0.09% +0.090 pp | 0.00% +0.003 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 38 | ELCO MANAGEMENT CO., LLC | 9.8K -1.3K (-12.1%) | 227.1K -15.4K (-6.3%) | 0.08% -0.020 pp | 0.14% +0.017 pp | USD21.81 +6.6% | 2 qtrs — |
| 39 | NUVEEN, LLC | 9.2K +9.2K (+100.0%) | 214.9K +214.9K (+100.0%) | 0.07% +0.075 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 40 | WELLS FARGO & COMPANY/MN | 8.9K +5.4K (+157.3%) | 207.0K +131.6K (+174.3%) | 0.07% +0.041 pp | 0.00% +0.000 pp | USD22.69 +2.5% | 2 qtrs — |
| 41 | ADVISOR GROUP HOLDINGS, INC. | 7.8K +— (+0.0%) | 180.2K +6.0K (+3.5%) | 0.06% -0.007 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | 4.9K +4.9K (+100.0%) | 104.3K +104.3K (+100.0%) | 0.04% +0.042 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 43 | BANK OF AMERICA CORP /DE/ | 3.9K -2.8K (-41.4%) | 91.6K -55.0K (-37.5%) | 0.03% -0.028 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 44 | RHUMBLINE ADVISERS | 3.7K -403.0 (-9.7%) | 87.1K -3.4K (-3.7%) | 0.03% -0.007 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.5K +375.0 (+17.5%) | 58.7K +11.8K (+25.2%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD22.02 +5.6% | 2 qtrs — |
| 46 | JPMORGAN CHASE & CO | 2.5K -550.0 (-18.0%) | 58.4K -8.4K (-12.5%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 1.9K +— (+0.0%) | 44.2K +2.7K (+6.6%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 48 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.7K +1.7K (+100.0%) | 40.2K +40.2K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 49 | BNP PARIBAS ARBITRAGE, SNC | 1.3K -868.0 (-40.6%) | 29.5K -17.1K (-36.7%) | 0.01% -0.009 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 50 | ROYAL BANK OF CANADA | 645.00 -1.6K (-70.8%) | 15.0K -33.0K (-68.8%) | 0.01% -0.015 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 51 | RUSSELL INVESTMENTS GROUP, LTD. | 558.00 +75.0 (+15.5%) | 13.0K +2.4K (+23.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD22.00 +5.7% | 2 qtrs — |
| 52 | TOWER RESEARCH CAPITAL LLC (TRC) | 541.00 -142.0 (-20.8%) | 12.6K -2.3K (-15.6%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 53 | LEGAL & GENERAL GROUP PLC | 396.00 +— (+0.0%) | 9.2K +578.0 (+6.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 54 | AMERITAS INVESTMENT PARTNERS, INC. | 386.00 +— (+0.0%) | 9.0K +556.0 (+6.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD21.81 +6.6% | 2 qtrs — |
| 55 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 334.00 +334.0 (+100.0%) | 7.8K +7.8K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 56 | STERLING CAPITAL MANAGEMENT LLC | 285.00 +2.0 (+0.7%) | 6.6K +454.0 (+7.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD21.82 +6.6% | 2 qtrs — |
| 57 | CWM, LLC | 219.00 +219.0 (+100.0%) | 5.0K +5.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 58 | AMALGAMATED BANK | 172.00 +22.0 (+14.7%) | 4.0K +1.0K (+33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.99 +5.7% | 2 qtrs — |
| 59 | CITIGROUP INC | 124.00 +70.0 (+129.6%) | 2.9K +1.7K (+144.7%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.61 +2.8% | 2 qtrs — |
| 60 | COVESTOR LTD | 75.00 +75.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD23.24 +0.0% | 1 qtrs NEW |
| 61 | GAMMA INVESTING LLC | 60.00 +60.0 (+100.0%) | 1.4K +1.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 62 | IFP ADVISORS, INC | 20.00 +20.0 (+100.0%) | 465.00 +465.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.25 +0.0% | 1 qtrs NEW |
| 63 | EVERSOURCE WEALTH ADVISORS, LLC | 11.00 +11.0 (+100.0%) | 256.00 +256.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.18 +0.3% | 1 qtrs NEW |
| 64 | MAI CAPITAL MANAGEMENT | 3.00 +3.0 (+100.0%) | 70.00 +70.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.00 +1.1% | 1 qtrs NEW |
| 65 | STRS OHIO | — -800.0 (-100.0%) | — -17.4K (-100.0%) | 0.00% -0.007 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 66 | DEUTSCHE BANK AG\ | — -5.0K (-100.0%) | — -108.0K (-100.0%) | 0.00% -0.044 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 67 | MILLENNIUM MANAGEMENT LLC | — -19.8K (-100.0%) | — -432.0K (-100.0%) | 0.00% -0.177 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 68 | FMR LLC | — -2.0 (-100.0%) | — -44.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 42 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.17% | 431.9K | 0.12% |
| 2 | Hartford Multifactor Small Cap ETF ROSC | 0.07% | 44.8K | 0.34% |
| 3 | iShares Micro-Cap ETF IWC | 0.05% | 727.1K | 0.60% |
| 4 | iShares Russell 2000 Value ETF IWN | 0.01% | 2.01M | 0.24% |
| 5 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 169.0K | 0.06% |
| 6 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 479.4K | 0.30% |
| 7 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 4.1K | 0.39% |
| 8 | iShares Russell 2000 ETF IWM | 0.01% | 6.06M | 0.19% |
| 9 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 39.5K | 0.36% |
| 10 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.01% | 200.0K | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.40
Bearish
Ratio by volume
0.68
Neutral
Buys
4
Sells
10
Shares acquired
38.0K
Shares disposed
55.8K
Cash buys
—
Cash sales
1.00
Net activity
-17,771
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-12-31 | Fraser John Simon | Director | — | — | Restricted Stock Units | 868 | 0.00 | — | 0 | D | ↗ |
| 2026-05-06 | Valduga Anthony P. | Officer | S-Sale | D | Common Stock | 4,558 | 25.84 | 117.8K | 86,115 | D | ↗ |
| 2026-04-27 | Valduga Anthony P. | Officer | M-Exempt | A | Common Stock | 13,000 | 0.00 | — | 94,514 | D | ↗ |
| 2026-04-27 | Turner Cameron Bradley | Officer | M-Exempt | D | Restricted Stock Units | 4,000 | 0.00 | — | 0 | D | ↗ |
| 2026-04-27 | Stone Stephen R. | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,000 | 0.00 | — | 0 | D | ↗ |
| 2026-04-27 | Hemby Lauren M. | Officer | M-Exempt | D | Restricted Stock Units | 4,000 | 0.00 | — | 0 | D | ↗ |
| 2026-03-09 | Stone Stephen R. | Director / Officer | P-Purchase | A | Common Stock | 200 | 24.15 | 4.8K | 120,385 | D | ↗ |
| 2026-02-26 | Fraser John Simon | Director | — | — | Common Stock | 0 | 0.00 | — | 8,866 | D | ↗ |
| 2026-02-11 | Valduga Anthony P. | Officer | A-Award | A | Restricted Stock Unit | 10,000 | 0.00 | — | 10,000 | D | ↗ |
| 2026-02-11 | Turner Cameron Bradley | Officer | A-Award | A | Restricted Stock Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-02-11 | Topper Joseph V. Jr. | Director | A-Award | A | Restricted Stock Units | 927 | 0.00 | — | 927 | D | ↗ |
| 2026-02-11 | Stone Stephen R. | Director / Officer | A-Award | A | Restricted Stock Units | 12,000 | 0.00 | — | 12,000 | D | ↗ |
| 2026-02-11 | Richardson James N. Jr. | Director | A-Award | A | Restricted Stock Units | 868 | 0.00 | — | 868 | D | ↗ |
| 2026-02-11 | MACLEOD JAMES S | Director | A-Award | A | Restricted Stock Units | 1,189 | 0.00 | — | 1,189 | D | ↗ |
| 2026-02-11 | Hemby Lauren M. | Officer | A-Award | A | Restricted Stock Units | 4,000 | 0.00 | — | 4,000 | D | ↗ |
| 2026-02-11 | HIGH MICHAEL B | Director | A-Award | A | Restricted Stock Unit | 868 | 0.00 | — | 868 | D | ↗ |
| 2026-02-11 | GRIFFITH MARK | Director | A-Award | A | Restricted Stock Units | 987 | 0.00 | — | 987 | D | ↗ |
| 2026-02-11 | FRAWLEY PATRICK M | Director | A-Award | A | Restricted Stock Units | 868 | 0.00 | — | 868 | D | ↗ |
| 2026-02-11 | Bruderer Ernst W. | Director | A-Award | A | Restricted Stock Units | 868 | 0.00 | — | 868 | D | ↗ |
| 2026-02-11 | Askins L. Scott | Director | A-Award | A | Restricted Stock Units | 927 | 0.00 | — | 927 | D | ↗ |
| 2026-02-11 | ALDRIDGE JOHN G JR | Director | A-Award | A | Restricted Stock Units | 927 | 0.00 | — | 927 | D | ↗ |
| 2026-02-10 | HIGH MICHAEL B | Director | P-Purchase | A | Common Stock | 1,500 | 25.14 | 37.7K | 1,500 | I | ↗ |
| 2003-12-23 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 43 | 25.47 | 1.1K | 4,162 | — | ↗ |
| 2003-11-24 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 28 | 25.40 | 700.02 | 4,119 | — | ↗ |
| 2003-10-29 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 27 | 25.49 | 700.01 | 4,091 | — | ↗ |
| 2003-09-30 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 6 | 25.30 | 161.26 | 4,064 | — | ↗ |
| 2003-09-29 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 59 | 25.30 | 1.5K | 4,057 | — | ↗ |
| 2003-09-02 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 44 | 25.11 | 1.1K | 3,998 | — | ↗ |
| 2003-08-06 | FAULKNER JAMES A | Director | J-Other | A | CommerceSouth, Inc. | 48 | 25.09 | 1.2K | 3,954 | — | ↗ |
| 2003-06-30 | FAULKNER JAMES A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2003-06-03 | FAULKNER JAMES A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
170.1K
Shares Outstanding
12.04M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Stephen R. Stone President & Chief Executive Officer | 617.3K | — | 357.0K | — | 381.7K | 34.2K | 1.39M | 25.68% | ↗ |
| 2 | 2025 | Anthony P. Valduga Chief Financial Officer & Chief Operating Officer | 380.9K | — | 157.5K | — | 235.0K | 32.7K | 806.1K | 19.54% | ↗ |
| 3 | 2025 | Lauren M. Hemby Executive Vice President & Chief Accounting Officer | 241.4K | — | 42.0K | — | 110.9K | 18.1K | 412.4K | 10.19% | ↗ |
| 4 | 2024 | Stephen R. Stone President & Chief Executive Officer | 576.1K | — | 680.0K | — | 328.3K | 33.3K | 1.62M | 42.03% | ↗ |
| 5 | 2024 | Anthony P. Valduga Chief Financial Officer & Chief Operating Officer | 370.4K | — | 280.5K | — | 221.0K | 28.3K | 900.2K | 31.16% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Stephen R. Stone | President, Chief Executive Officer & Director | 1M | male |
| Anthony Valduga | Chief Financial Officer & Chief Operating Officer | 648.6K | male |
| Cameron Bradley Turner | Executive Vice President & Chief Credit Officer | 391.1K | male |
| Lauren Hemby | Executive Vice President & Chief Accounting Officer | 370.4K | female |
| Larry DesPres | Chief Information Officer | — | male |
| Pete O'Hern | Senior Vice President & MD of Government Guaranteed Lending | — | male |
| Rhonda S. Thornton | Chief Retail & Experience Officer | — | female |
| Tim Haug | Senior Vice President of Mortgage Banker Finance Division | — | male |
| Brian Smith | President of Savannah Regional | — | male |
| Diana R. McDougall | Lowcountry Regional President | — | female |
| Gary Dowell | Atlanta Regional President | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for COSO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
