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Customers Bancorp, Inc. (CUBI)

USD77.62 +1.33 (+1.74%)
US NYSE Financial Services Banks - Regional
Address 701 Reading Avenue 19611
West Reading, PA, US
CEO Samvir S. Sidhu
IPO 2012-03-14
CIK 1488813 ISIN US23204G1004

Explore sections of this company profile

Also trades on New York Stock Exchange · CUBI (USD) New York Stock Exchange · CUBI-PE (USD) New York Stock Exchange · CUBI-PF (USD)
Description

Customers Bancorp, Inc. operates as the bank holding company for Customers Bank that provides banking products and services. It provides deposit banking products, which includes commercial and consumer checking, non-interest-bearing and interest-bearing demand, MMDA, savings, and time deposit accounts, as well as individual retirement accounts and non-retail time deposits consisting of jumbo certificates. The company’s lending business offers commercial and industrial, commercial real estate, and multifamily and residential mortgage loans; SBA lending; mortgage finance; specialty lending includes fund finance, real estate specialty finance, technology and venture, and healthcare and financial institutions group; commercial loans to mortgage companies, and commercial equipment financing; fund finance, such as variable rate loans secured by collateral pools to private debt funds; and cash management services. In addition, it provides digital banking, such as Banking-as-a-Service to fintech companies; payments and treasury services to businesses; consumer loans through fintech companies; and the TassatPay, an instant blockchain-based digital payments platform which offers instant payments, including over-the-counter desks, exchanges, liquidity providers, market makers, funds, title companies, and other B2B verticals. Further, the company offers mobile phone and internet banking, wire transfers, electronic bill payment, lock box, remote deposit capture, courier, merchant processing, cash vault, controlled disbursements, positive pay, and cash management services comprising account reconciliation, collections, and sweep accounts. The company was founded in 1997 and is headquartered in West Reading, Pennsylvania.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
USD77.62 +1.33 (+1.74%)
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Volume Profile
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Liquidity & share structure
Average Volume
337.9K
Beta
1.50
Float Shares
31.65M
Free Float %
93.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.31% -0.87% -1.48% +11.42% +9.06% +2.76% +47.45% +204.95% +92.86% +179.43% +657.66%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (17 ratings, all time) Buy
Price Targets & DCF
Current price
77.62
Low 71.00 -8.5%
Consensus 89.17 +14.9%
Median 91.50 +17.9%
High 100.00 +28.8%
DCF (Unlevered) 39.52 -49.1%
DCF (Levered) 5.11 -93.4%

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) 64% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 4 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
89.50
+15.3%
Last Year 10
87.50
+12.7%
All Time 13
82.77
+6.6%
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +3.9% Q1'26: +29.7% (vs Q1'25)
  • EPS growth
    +21.8% Q1'26: +579.3% (vs Q1'25)
  • FCF margin
    Q1'26: +9.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +24.4% (vs Q1'25)
  • ROIC
    Q1'26: +7.0% (vs Q1'25)
  • Share dilution
    +8.2% Q1'26: +8.7% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 4.55× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.53) × ERP
WACC = 61% × Ke + 39% × Kd (35.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 39.52 Current price: 77.62
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
9 EPS Ana.
Dec 2027
7 Rev. Ana.
9 EPS Ana.
Dec 2028
1 Rev. Ana.
4 EPS Ana.
Revenue
148.61M
est: 108.79M (+36.6%)
213.85M
est: 167.99M (+27.3%)
276.44M
est: 217.80M (+26.9%)
376.85M
est: 316.73M (+19.0%)
449.39M
est: 321.70M (+39.7%)
474.77M
est: 330.95M (+43.5%)
496.09M
est: 349.28M (+42.0%)
600.55M
est: 486.53M (+23.4%)
844.61M
est: 760.25M (+11.1%)
895.10M
est: 692.34M (+29.3%)
1.42B
est: 699.53M (+103.1%)
1.36B
est: 726.91M (+87.2%)
1.41B
est: 831.25M (+70.2%)
941.40M
923.47M – 959.13M
+13.3% YoY
1.03B
1.01B – 1.08B
+9.0% YoY
952.38M
951.30M – 953.46M
-7.2% YoY
EBITDA
53.43M
est: 68.02M (-21.5%)
69.10M
est: 99.71M (-30.7%)
92.49M
est: 144.37M (-35.9%)
130.49M
est: 202.16M (-35.4%)
134.68M
est: 276.63M (-51.3%)
105.21M
est: 251.27M (-58.1%)
121.39M
est: 328.35M (-63.0%)
208.27M
est: 289.73M (-28.1%)
462.88M
est: 257.77M (+79.6%)
318.45M
est: 234.74M (+35.7%)
362.55M
est: 223.44M (+62.3%)
257.93M
est: 232.18M (+11.1%)
351.62M
est: 265.51M (+32.4%)
300.70M
294.97M – 306.36M
+13.3% YoY
327.89M
321.52M – 343.80M
+9.0% YoY
304.20M
303.86M – 304.55M
-7.2% YoY
EBIT
50.30M
est: 33.97M (+48.1%)
65.51M
est: 52.46M (+24.9%)
88.50M
est: 68.01M (+30.1%)
124.60M
est: 98.91M (+26.0%)
123.88M
est: 100.46M (+23.3%)
91.05M
est: 103.35M (-11.9%)
107.78M
est: 109.07M (-1.2%)
189.76M
est: 151.94M (+24.9%)
441.21M
est: 237.41M (+85.8%)
291.30M
est: 216.21M (+34.7%)
330.74M
est: 204.98M (+61.3%)
224.37M
est: 213.01M (+5.3%)
310.77M
est: 243.58M (+27.6%)
275.86M
270.60M – 281.05M
+13.3% YoY
300.80M
294.96M – 315.41M
+9.0% YoY
279.08M
278.76M – 279.39M
-7.2% YoY
Net Income
32.69M
est: 28.60M (+14.3%)
43.21M
est: 40.85M (+5.8%)
58.58M
est: 57.37M (+2.1%)
78.70M
est: 77.00M (+2.2%)
78.84M
est: 81.64M (-3.4%)
71.70M
est: 67.72M (+5.9%)
79.33M
est: 80.78M (-1.8%)
132.58M
est: 101.11M (+31.1%)
314.65M
est: 302.02M (+4.2%)
228.03M
est: 240.02M (-5.0%)
250.14M
est: 253.47M (-1.3%)
181.47M
est: 195.91M (-7.4%)
224.09M
est: 222.27M (+0.8%)
298.26M
293.50M – 306.18M
+34.2% YoY
335.51M
317.21M – 359.64M
+12.5% YoY
— – —
-100.0% YoY
SGA
48.94M
est: 40.82M (+19.9%)
66.85M
est: 61.89M (+8.0%)
81.58M
est: 79.98M (+2.0%)
122.13M
est: 91.94M (+32.8%)
150.78M
est: 150.67M (+0.1%)
160.38M
est: 151.91M (+5.6%)
133.68M
est: 174.15M (-23.2%)
107.52M
est: 166.82M (-35.5%)
119.78M
est: 112.96M (+6.0%)
123.78M
est: 102.87M (+20.3%)
171.41M
est: 101.00M (+69.7%)
222.01M
est: 104.96M (+111.5%)
223.59M
est: 120.02M (+86.3%)
135.93M
133.34M – 138.48M
+13.3% YoY
148.22M
145.34M – 155.41M
+9.0% YoY
137.51M
137.35M – 137.67M
-7.2% YoY
EPS
1.23
est: 1.03 (+19.4%)
1.62
est: 1.39 (+16.5%)
2.09
est: 1.88 (+11.0%)
2.51
est: 2.48 (+1.2%)
2.10
est: 2.23 (-6.0%)
1.81
est: 2.24 (-19.0%)
2.08
est: 2.03 (+2.5%)
4.09
est: 3.72 (+9.8%)
10.51
est: 9.23 (+13.9%)
6.69
est: 7.34 (-8.8%)
7.49
est: 7.37 (+1.6%)
5.28
est: 5.57 (-5.3%)
6.40
est: 6.28 (+1.9%)
8.48
8.29 – 8.65
+35.1% YoY
9.62
8.96 – 10.16
+13.4% YoY
— – —
-100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 3/5 4/5 3/5 2/5 3/5 3/5
2026-05-27 B+ 3/5 3/5 4/5 3/5 2/5 3/5 3/5
2026-05-26 B+ 3/5 3/5 4/5 3/5 2/5 3/5 3/5
2026-05-22 B+ 3/5 3/5 4/5 3/5 2/5 3/5 3/5
2026-05-21 B+ 3/5 3/5 4/5 3/5 2/5 3/5 3/5
2026-05-20 B+ 3/5 3/5 4/5 3/5 2/5 3/5 3/5
2026-05-19 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-18 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-15 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-14 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-13 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-12 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-11 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-08 B+ 3/5 2/5 4/5 4/5 2/5 3/5 3/5
2026-05-07 B+ 3/5 2/5 4/5 4/5 2/5 3/5 3/5
2026-05-06 B+ 3/5 2/5 4/5 4/5 2/5 3/5 3/5
2026-05-05 B+ 3/5 2/5 4/5 4/5 2/5 3/5 3/5
2026-05-04 B+ 3/5 2/5 4/5 4/5 2/5 3/5 3/5
2026-05-01 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-04-30 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-04-29 A- 4/5 3/5 4/5 4/5 2/5 4/5 3/5
2026-04-28 A- 4/5 3/5 4/5 4/5 2/5 4/5 3/5
2026-04-27 A- 4/5 3/5 4/5 4/5 2/5 4/5 3/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-04-21 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-04-20 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-04-17 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-04-16 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
297.00M
OE per share TTM
8.86
Owner's Yield
11.60%
Maintenance CapEx ratio
1.13%
Maint CapEx / Avg PPE
1.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
283
Total invested
2.34B
Insider transactions (90d)
3
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 4.62M 14.30% 4.51M 4.62M HC Delaware 2022-01-27
2 (. 2.33M 7.57% 2.22M 2.33M IA Delaware 2018-02-09
3 30-0447847 2.32M 7.20% 2.28M 2.32M IA 2022-02-08
4 The Vanguard Group - 23-1945930 1.91M 5.90% 33.8K 1.86M 53.6K IA Pennsylvania 2022-02-09
5 STATE STREET CORPORATION 1.78M 5.60% 249.7K HC MA 2024-10-17
6 & Co. LLC 1.78M 5.48% 1.69M 1.73M IA 2022-02-11
7 Bay Pond Partners, L.P. 1.77M 5.62% 1.77M PN Delaware 2024-05-03
8 Wellington Group Holdings LLP 1.72M 5.46% 1.72M HC Massachusetts 2024-02-08
9 Wellington Investment Advisors Holdings LLP 1.72M 5.46% 1.72M HC Massachusetts 2024-02-08
10 Wellington Management Company LLP 1.72M 5.46% 1.72M IA Massachusetts 2024-02-08
11 Wellington Management Group LLP 1.72M 5.46% 1.72M HC Massachusetts 2024-02-08
12 04-2683227 1.54M 6.52% 1.54M IA Massachusetts 2014-02-14
13 20-4857214 1.22M 4.57% 854.3K 1.22M IA USA 2014-07-16
14 Ariel Warszawski 31.9K 0.10% 31.9K IN United States 2014-02-14
15 FVP GP, LLC 31.9K 0.10% 31.9K OO Delaware 2014-02-14
16 FVP Master Fund, L.P. 31.9K 0.10% 31.9K PN Cayman Islands 2014-02-14
17 Firefly Management Company GP, LLC 31.9K 0.10% 31.9K OO Delaware 2014-02-14
18 Firefly Value Partners, LP 31.9K 0.10% 31.9K PN Delaware 2014-02-14
19 Ryan Heslop 31.9K 0.10% 31.9K IN United States 2014-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
283
-3 vs prev Q
New positions
38
Closed positions
41
Increased
156
Reduced
81
Put/Call ratio
1.32
Calls held
24.9K
Puts held
32.8K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 56.5K +56.5K (+100.0%) 4.13B +4.1B (+100.0%) 0.17% +0.165 pp 0.01% +0.006 pp USD73.12 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 5.00M +683.5K (+15.8%) 365.53M +83.4M (+29.6%) 14.62% +0.959 pp 0.01% +0.001 pp USD50.12 +45.9% 6 qtrs
3 WELLINGTON MANAGEMENT GROUP LLP 3.39M -313.0K (-8.5%) 247.54M +5.8M (+2.4%) 9.90% -1.807 pp 0.04% +0.001 pp USD43.00 +70.0% 11 qtrs
4 VANGUARD GROUP INC 2.22M +66.0K (+3.1%) 162.42M +21.5M (+15.3%) 6.50% -0.327 pp 0.00% +0.000 pp USD27.93 +161.8% 51 qtrs
5 DIMENSIONAL FUND ADVISORS LP 1.88M -55.8K (-2.9%) 137.25M +10.9M (+8.6%) 5.49% -0.629 pp 0.03% +0.002 pp USD29.04 +151.8% 50 qtrs
6 STATE STREET CORP 1.83M +32.4K (+1.8%) 134.00M +16.3M (+13.9%) 5.36% -0.339 pp 0.00% +0.000 pp USD41.94 +74.3% 51 qtrs
7 HOOD RIVER CAPITAL MANAGEMENT LLC 1.73M +13.6K (+0.8%) 126.18M +14.3M (+12.7%) 5.05% -0.373 pp 1.38% +0.062 pp USD51.61 +41.7% 9 qtrs
8 AMERICAN CENTURY COMPANIES INC 962.4K +16.6K (+1.8%) 70.37M +8.5M (+13.8%) 2.82% -0.180 pp 0.04% +0.004 pp USD46.16 +58.4% 24 qtrs
9 PRICE T ROWE ASSOCIATES INC /MD/ 871.6K +844.1K (+3,074.6%) 63.73M +61.9M (+3,450.5%) 2.55% +2.462 pp 0.01% +0.007 pp USD72.18 +1.3% 20 qtrs
10 DRIEHAUS CAPITAL MANAGEMENT LLC 766.2K +339.9K (+79.7%) 56.03M +28.2M (+101.1%) 2.24% +0.892 pp 0.38% +0.181 pp USD68.81 +6.3% 2 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 757.8K +64.0K (+9.2%) 55.42M +10.1M (+22.2%) 2.22% +0.020 pp 0.00% +0.001 pp USD35.19 +107.8% 51 qtrs
12 NUVEEN, LLC 563.8K +32.7K (+6.2%) 41.22M +6.5M (+18.7%) 1.65% -0.032 pp 0.01% +0.002 pp USD51.56 +41.8% 4 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 524.7K +38.9K (+8.0%) 38.37M +6.6M (+20.8%) 1.53% -0.004 pp 0.01% +0.001 pp USD41.04 +78.2% 51 qtrs
14 MORGAN STANLEY 511.8K -32.4K (-6.0%) 37.43M +1.8M (+5.2%) 1.50% -0.226 pp 0.00% +0.000 pp USD35.62 +105.3% 49 qtrs
15 JPMORGAN CHASE & CO 435.4K +7.0K (+1.6%) 31.84M +3.8M (+13.7%) 1.27% -0.083 pp 0.00% +0.000 pp USD38.06 +92.1% 50 qtrs
16 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 421.9K +23.1K (+5.8%) 31.43M +5.7M (+22.2%) 1.23% -0.029 pp 0.05% +0.010 pp USD46.48 +57.3% 17 qtrs
17 NORTHERN TRUST CORP 405.7K +1.0K (+0.2%) 29.66M +3.2M (+12.1%) 1.19% -0.095 pp 0.00% +0.000 pp USD31.66 +131.0% 51 qtrs
18 EMERALD ADVISERS, LLC 330.3K +98.6K (+42.5%) 24.15M +9.0M (+59.4%) 0.97% +0.232 pp 0.74% +0.259 pp USD67.68 +8.0% 2 qtrs
19 TOROSO INVESTMENTS, LLC 318.6K -25.3K (-7.4%) 23.30M +813.6K (+3.6%) 0.93% -0.157 pp 0.06% +0.010 pp USD51.41 +42.2% 17 qtrs
20 PRINCIPAL FINANCIAL GROUP INC 289.9K +110.1K (+61.2%) 21.19M +9.4M (+80.4%) 0.85% +0.279 pp 0.01% +0.005 pp USD51.30 +42.5% 39 qtrs
21 TIETON CAPITAL MANAGEMENT, LLC 289.6K -645.0 (-0.2%) 21.18M +2.2M (+11.6%) 0.85% -0.072 pp 7.24% +0.657 pp USD30.59 +139.0% 47 qtrs
22 GOLDMAN SACHS GROUP INC 275.5K +38.7K (+16.4%) 20.14M +4.7M (+30.2%) 0.81% +0.056 pp 0.00% +0.001 pp USD43.13 +69.5% 42 qtrs
23 UBS GROUP AG 273.9K +51.7K (+23.3%) 20.03M +5.5M (+37.9%) 0.80% +0.098 pp 0.00% +0.001 pp USD54.53 +34.1% 45 qtrs
24 ARISTOTLE CAPITAL BOSTON, LLC 270.2K -29.5K (-9.8%) 19.76M +168.4K (+0.9%) 0.79% -0.158 pp 1.08% +0.075 pp USD23.30 +213.8% 45 qtrs
25 ASSENAGON ASSET MANAGEMENT S.A. 248.8K -42.1K (-14.5%) 18.19M -825.0K (-4.3%) 0.73% -0.193 pp 0.03% -0.001 pp USD50.69 +44.2% 20 qtrs
26 ROYCE & ASSOCIATES LP 237.5K -30.3K (-11.3%) 17.37M -138.6K (-0.8%) 0.69% -0.153 pp 0.18% +0.002 pp USD42.62 +71.6% 34 qtrs
27 EMERALD MUTUAL FUND ADVISERS TRUST 212.4K +67.3K (+46.4%) 15.53M +6.0M (+63.8%) 0.62% +0.162 pp 0.76% +0.267 pp USD67.83 +7.8% 2 qtrs
28 BANK OF NEW YORK MELLON CORP 206.9K -11.7K (-5.3%) 15.13M +839.7K (+5.9%) 0.61% -0.087 pp 0.00% 0.000 pp USD23.19 +215.3% 51 qtrs
29 INVESCO LTD. 200.5K -20.4K (-9.2%) 14.66M +221.8K (+1.5%) 0.59% -0.113 pp 0.00% +0.000 pp USD50.85 +43.8% 48 qtrs
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 222.6K +222.5K (+247,273.3%) 14.27M +14.3M (+242,480.0%) 0.65% +0.651 pp 0.01% +0.009 pp USD73.12 +0.0% 2 qtrs
31 CRAWFORD FUND MANAGEMENT, LLC 183.9K +183.9K (+100.0%) 13.44M +13.4M (+100.0%) 0.54% +0.538 pp 1.77% +1.771 pp USD73.12 +0.0% 1 qtrs NEW
32 HEARTLAND ADVISORS INC 182.9K -2.1K (-1.1%) 13.37M +1.3M (+10.6%) 0.53% -0.051 pp 0.72% +0.081 pp USD48.91 +49.5% 5 qtrs
33 D. E. SHAW & CO., INC. 180.9K -98.6K (-35.3%) 13.23M -5.0M (-27.6%) 0.53% -0.356 pp 0.01% -0.003 pp USD46.65 +56.7% 15 qtrs
34 SEI INVESTMENTS CO 180.6K +60.3K (+50.2%) 13.20M +5.3M (+68.0%) 0.53% +0.148 pp 0.01% +0.005 pp USD54.95 +33.1% 41 qtrs
35 VOLORIDGE INVESTMENT MANAGEMENT, LLC 166.8K +3.8K (+2.4%) 12.20M +1.5M (+14.5%) 0.49% -0.028 pp 0.04% +0.007 pp USD48.23 +51.6% 16 qtrs
36 BRIDGEWAY CAPITAL MANAGEMENT, LLC 165.4K +44.3K (+36.5%) 12.09M +4.2M (+52.7%) 0.48% +0.100 pp 0.25% +0.085 pp USD63.01 +16.0% 3 qtrs
37 GATOR CAPITAL MANAGEMENT, LLC 164.3K +2.5K (+1.6%) 12.02M +1.4M (+13.6%) 0.48% -0.032 pp 2.44% -0.246 pp USD50.33 +45.3% 8 qtrs
38 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 162.1K -103.5K (-39.0%) 11.85M -5.5M (-31.7%) 0.47% -0.367 pp 1.27% -0.674 pp USD58.74 +24.5% 3 qtrs
39 EMPOWERED FUNDS, LLC 146.5K +44.4K (+43.5%) 10.71M +4.0M (+60.6%) 0.43% +0.105 pp 0.08% +0.018 pp USD63.62 +14.9% 3 qtrs
40 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 139.3K +38.1K (+37.6%) 10.19M +3.6M (+53.9%) 0.41% +0.087 pp 0.02% +0.006 pp USD56.70 +29.0% 5 qtrs
41 RENAISSANCE TECHNOLOGIES LLC 133.9K -57.2K (-29.9%) 9.79M -2.7M (-21.6%) 0.39% -0.213 pp 0.02% -0.001 pp USD56.66 +29.1% 49 qtrs
42 PUBLIC SECTOR PENSION INVESTMENT BOARD 128.2K -5.5K (-4.1%) 9.37M +632.6K (+7.2%) 0.37% -0.048 pp 0.03% -0.001 pp USD46.27 +58.0% 39 qtrs
43 SOUTH DAKOTA INVESTMENT COUNCIL 123.9K -16.7K (-11.9%) 9.06M -132.0K (-1.4%) 0.36% -0.083 pp 0.17% -0.006 pp USD47.70 +53.3% 7 qtrs
44 PRUDENTIAL FINANCIAL INC 121.4K -30.6K (-20.1%) 8.88M -1.1M (-10.7%) 0.36% -0.126 pp 0.01% -0.001 pp USD30.73 +137.9% 50 qtrs
45 INTECH INVESTMENT MANAGEMENT LLC 120.6K +86.7K (+255.1%) 8.82M +6.6M (+297.2%) 0.35% +0.245 pp 0.08% +0.059 pp USD66.30 +10.3% 7 qtrs
46 ACCESS INVESTMENT MANAGEMENT LLC 132.4K +— (+0.0%) 8.66M +— (+0.0%) 0.39% -0.032 pp 2.33% +0.000 pp USD59.64 +22.6% 3 qtrs
47 SQUAREPOINT OPS LLC 109.4K +65.7K (+150.6%) 8.00M +5.1M (+180.3%) 0.32% +0.182 pp 0.01% +0.006 pp USD69.37 +5.4% 9 qtrs
48 MEEDER ASSET MANAGEMENT INC 106.9K +— (+0.0%) 7.81M +828.2K (+11.9%) 0.31% -0.026 pp 0.42% +0.023 pp USD58.74 +24.5% 3 qtrs
49 SG AMERICAS SECURITIES, LLC 103.5K +70.5K (+214.4%) 7.57M +5.4M (+251.7%) 0.30% +0.198 pp 0.01% +0.002 pp USD65.77 +11.2% 31 qtrs
50 FEDERATED HERMES, INC. 102.5K +19.1K (+22.9%) 7.49M +2.0M (+37.5%) 0.30% +0.036 pp 0.01% +0.003 pp USD59.94 +22.0% 20 qtrs
51 BANK OF AMERICA CORP /DE/ 101.6K -12.2K (-10.7%) 7.43M -10.3K (-0.1%) 0.30% -0.063 pp 0.00% +0.000 pp USD47.04 +55.4% 51 qtrs
52 CITADEL ADVISORS LLC 100.4K -126.7K (-55.8%) 7.34M -7.5M (-50.5%) 0.29% -0.425 pp 0.00% -0.001 pp USD62.90 +16.2% 42 qtrs
53 JANUS HENDERSON GROUP PLC 100.2K +22.9K (+29.6%) 7.32M +2.3M (+45.0%) 0.29% +0.048 pp 0.00% +0.001 pp USD63.37 +15.4% 17 qtrs
54 UBS ASSET MANAGEMENT AMERICAS INC 92.8K +33.4K (+56.1%) 6.79M +2.9M (+74.6%) 0.27% +0.083 pp 0.00% +0.001 pp USD55.94 +30.7% 44 qtrs
55 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 91.1K +39.8K (+77.8%) 6.66M +3.3M (+98.8%) 0.27% +0.104 pp 0.01% +0.005 pp USD68.76 +6.3% 2 qtrs
56 RAYMOND JAMES FINANCIAL INC 89.8K -3.5K (-3.7%) 6.57M +470.1K (+7.7%) 0.26% -0.033 pp 0.00% +0.000 pp USD51.69 +41.5% 5 qtrs
57 RHUMBLINE ADVISERS 85.1K -2.1K (-2.5%) 6.22M +519.5K (+9.1%) 0.25% -0.027 pp 0.01% +0.001 pp USD25.72 +184.3% 51 qtrs
58 LSV ASSET MANAGEMENT 82.0K -36.6K (-30.9%) 6.00M -1.8M (-22.7%) 0.24% -0.136 pp 0.01% -0.004 pp USD28.58 +155.8% 45 qtrs
59 RUSSELL INVESTMENTS GROUP, LTD. 79.4K -2.1K (-2.6%) 5.81M +479.4K (+9.0%) 0.23% -0.026 pp 0.01% +0.000 pp USD23.79 +207.4% 37 qtrs
60 LEGAL & GENERAL GROUP PLC 79.1K +523.0 (+0.7%) 5.78M +647.3K (+12.6%) 0.23% -0.017 pp 0.00% +0.000 pp USD30.67 +138.4% 46 qtrs
61 TWO SIGMA INVESTMENTS, LP 76.1K -98.9K (-56.5%) 5.56M -5.9M (-51.4%) 0.22% -0.332 pp 0.01% -0.009 pp USD51.81 +41.1% 7 qtrs
62 VICTORY CAPITAL MANAGEMENT INC 74.2K +69.6K (+1,499.9%) 5.42M +5.1M (+1,689.6%) 0.22% +0.202 pp 0.00% +0.003 pp USD71.01 +3.0% 10 qtrs
63 AMERIPRISE FINANCIAL INC 70.1K +1.4K (+2.0%) 5.13M +631.7K (+14.1%) 0.21% -0.013 pp 0.00% +0.000 pp USD25.52 +186.5% 46 qtrs
64 FRANKLIN RESOURCES INC 67.2K +2.4K (+3.7%) 4.92M +678.1K (+16.0%) 0.20% -0.009 pp 0.00% +0.000 pp USD45.60 +60.4% 11 qtrs
65 THRIVENT FINANCIAL FOR LUTHERANS 66.5K +45.3K (+213.5%) 4.86M +3.5M (+250.7%) 0.19% +0.127 pp 0.01% +0.006 pp USD61.46 +19.0% 39 qtrs
66 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 65.4K -2.4K (-3.5%) 4.78M +349.7K (+7.9%) 0.19% -0.023 pp 0.03% +0.002 pp USD30.84 +137.1% 11 qtrs
67 SWISS NATIONAL BANK 64.0K +5.8K (+10.0%) 4.68M +875.1K (+23.0%) 0.19% +0.003 pp 0.00% +0.001 pp USD30.02 +143.6% 47 qtrs
68 BARCLAYS PLC 63.8K -26.1K (-29.0%) 4.67M +491.9K (+11.8%) 0.19% -0.098 pp 0.00% +0.000 pp USD44.40 +64.7% 51 qtrs
69 DE LISLE PARTNERS LLP 63.7K +11.6K (+22.4%) 4.66M +1.3M (+37.0%) 0.19% +0.022 pp 0.60% +0.181 pp USD57.83 +26.4% 8 qtrs
70 DEUTSCHE BANK AG\ 58.3K -69.3K (-54.3%) 4.27M -4.1M (-48.9%) 0.17% -0.234 pp 0.00% -0.001 pp USD57.11 +28.0% 50 qtrs
71 EAM INVESTORS, LLC 57.4K +14.2K (+32.9%) 4.20M +1.4M (+51.1%) 0.17% +0.031 pp 0.47% +0.149 pp USD67.29 +8.7% 2 qtrs
72 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 51.2K +51.2K (+100.0%) 3.75M +3.7M (+100.0%) 0.15% +0.150 pp 0.01% +0.006 pp USD73.12 +0.0% 1 qtrs NEW
73 JUMP FINANCIAL, LLC 50.9K +34.0K (+201.2%) 3.72M +2.6M (+236.9%) 0.15% +0.095 pp 0.05% +0.033 pp USD65.01 +12.5% 8 qtrs
74 QUBE RESEARCH & TECHNOLOGIES LTD 46.8K +20.0K (+74.4%) 3.42M +1.7M (+95.1%) 0.14% +0.052 pp 0.00% +0.002 pp USD68.68 +6.5% 8 qtrs
75 CITIGROUP INC 44.6K -2.8K (-5.9%) 3.26M +164.3K (+5.3%) 0.13% -0.020 pp 0.00% +0.000 pp USD43.62 +67.6% 50 qtrs
76 MILLENNIUM MANAGEMENT LLC 42.8K -285.0K (-86.9%) 3.13M -18.3M (-85.4%) 0.13% -0.913 pp 0.00% -0.008 pp USD62.01 +17.9% 19 qtrs
77 TREXQUANT INVESTMENT LP 40.6K +19.2K (+89.7%) 2.97M +1.6M (+112.2%) 0.12% +0.051 pp 0.03% +0.012 pp USD69.03 +5.9% 18 qtrs
78 SIPPICAN CAPITAL ADVISORS 40.6K +31.0 (+0.1%) 2.97M +316.5K (+11.9%) 0.12% -0.010 pp 1.91% +0.154 pp USD48.28 +51.4% 7 qtrs
79 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 40.1K +2.2K (+5.9%) 2.94M +457.0K (+18.4%) 0.12% -0.003 pp 0.01% +0.001 pp USD25.99 +181.3% 39 qtrs
80 RAFFERTY ASSET MANAGEMENT, LLC 39.9K -10.0K (-20.0%) 2.92M -342.3K (-10.5%) 0.12% -0.041 pp 0.01% -0.001 pp USD42.84 +70.7% 20 qtrs
81 CREDIT AGRICOLE S A 39.6K +— (+0.0%) 2.89M +306.6K (+11.9%) 0.12% -0.010 pp 0.01% 0.000 pp USD65.37 +11.9% 2 qtrs
82 ENVESTNET ASSET MANAGEMENT INC 37.8K +10.8K (+40.1%) 2.77M +1.0M (+56.7%) 0.11% +0.025 pp 0.00% +0.000 pp USD54.25 +34.8% 11 qtrs
83 MRAZ, AMERINE & ASSOCIATES, INC. 37.4K -469.0 (-1.2%) 2.74M +259.6K (+10.5%) 0.11% -0.011 pp 0.41% +0.021 pp USD20.12 +263.4% 26 qtrs
84 WELLS FARGO & COMPANY/MN 36.5K +13.6K (+59.3%) 2.67M +1.2M (+78.2%) 0.11% +0.034 pp 0.00% +0.000 pp USD54.89 +33.2% 51 qtrs
85 WEDGE CAPITAL MANAGEMENT L L P/NC 34.8K -893.0 (-2.5%) 2.54M +211.0K (+9.1%) 0.10% -0.011 pp 0.05% +0.006 pp USD48.14 +51.9% 7 qtrs
86 ALLIANCEBERNSTEIN L.P. 34.6K +580.0 (+1.7%) 2.53M +306.3K (+13.8%) 0.10% -0.007 pp 0.00% +0.000 pp USD34.26 +113.4% 51 qtrs
87 HENNESSY ADVISORS INC 34.0K -6.0K (-15.0%) 2.49M -128.7K (-4.9%) 0.10% -0.027 pp 0.09% -0.002 pp USD50.31 +45.3% 5 qtrs
88 ENGINEERS GATE MANAGER LP 32.0K -2.5K (-7.2%) 2.34M +86.4K (+3.8%) 0.09% -0.016 pp 0.03% +0.002 pp USD54.18 +35.0% 9 qtrs
89 MACKENZIE FINANCIAL CORP 30.5K +2.6K (+9.2%) 2.23M +408.2K (+22.4%) 0.09% +0.001 pp 0.00% +0.000 pp USD52.35 +39.7% 9 qtrs
90 WEISS ASSET MANAGEMENT LP 30.3K +30.3K (+100.0%) 2.21M +2.2M (+100.0%) 0.09% +0.089 pp 0.03% +0.031 pp USD73.12 +0.0% 1 qtrs NEW
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 29.6K +123.0 (+0.4%) 2.16M +237.5K (+12.3%) 0.09% -0.007 pp 0.00% +0.000 pp USD23.41 +212.3% 51 qtrs
92 GREAT WEST LIFE ASSURANCE CO /CAN/ 26.9K -5.8K (-17.6%) 1.97M -172.0K (-8.0%) 0.08% -0.025 pp 0.00% +0.000 pp USD30.02 +143.6% 47 qtrs
93 JACKSON CREEK INVESTMENT ADVISORS LLC 26.0K +26.0K (+100.0%) 1.90M +1.9M (+100.0%) 0.08% +0.076 pp 0.56% +0.563 pp USD73.12 +0.0% 1 qtrs NEW
94 FIRST TRUST ADVISORS LP 24.7K -1.3K (-4.9%) 1.81M +108.8K (+6.4%) 0.07% -0.010 pp 0.00% +0.000 pp USD46.74 +56.4% 15 qtrs
95 CAPITOLIS LIQUID GLOBAL MARKETS LLC 24.6K +— (+0.0%) 1.80M +190.7K (+11.9%) 0.07% -0.006 pp 0.01% -0.002 pp USD65.37 +11.9% 2 qtrs
96 AQR CAPITAL MANAGEMENT LLC 24.0K +1.8K (+8.3%) 1.75M +305.9K (+21.2%) 0.07% +0.000 pp 0.00% +0.000 pp USD43.01 +70.0% 44 qtrs
97 HARBOR ADVISORS LLC 23.0K -6.0K (-20.7%) 1.68M -214.0K (-11.3%) 0.07% -0.025 pp 0.25% -0.040 pp USD48.78 +49.9% 11 qtrs
98 VOYA INVESTMENT MANAGEMENT LLC 22.3K +1.7K (+8.2%) 1.63M +283.5K (+21.0%) 0.07% +0.000 pp 0.00% +0.000 pp USD35.26 +107.4% 51 qtrs
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21.7K +9.2K (+73.6%) 1.59M +769.6K (+94.2%) 0.06% +0.024 pp 0.00% +0.000 pp USD64.93 +12.6% 21 qtrs
100 SHELLBACK CAPITAL, LP 21.4K -243.2K (-91.9%) 1.57M -15.7M (-90.9%) 0.06% -0.775 pp 0.15% -0.947 pp USD65.37 +11.9% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 153 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Amplify Blockchain Technology ETF BLOK 1.95% 22.48M 0.70%
2 Allspring SMID Core ETF ASCE 1.93% 1.52M 0.38%
3 Schwab Crypto Thematic ETF STCE 1.15% 2.80M 0.30%
4 Franklin Small Cap Enhanced ETF FSML 1.06% 1.58M 0.45%
5 State Street SPDR S&P Bank ETF KBE 0.94% 14.32M 0.35%
6 State Street SPDR S&P Regional Banking ETF KRE 0.88% 43.51M 0.35%
7 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.76% 4.99M 0.37%
8 Invesco S&P SmallCap Financials ETF PSCF 0.52% 140.9K 0.29%
9 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.51% 8.67M 0.47%
10 Invesco S&P SmallCap Momentum ETF XSMO 0.51% 15.44M 0.36%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.45
Bearish
Ratio by volume
0.80
Neutral
Buys
10
Sells
22
Shares acquired
104.8K
Shares disposed
130.6K
Cash buys
1.00
Cash sales
2.00
Net activity
-25,835
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
2026-05-27 SIDHU JAY S Director / Officer S-Sale D Common Stock 60,315 76.23 4.60M 767,557 D
2026-05-12 Sidhu Samvir S. Director / Officer P-Purchase A Common Stock 1,000 72.58 72.6K 521,714 D
2026-05-11 Watkins Philip Officer S-Sale D Common Stock 3,000 75.67 227.0K 43,993 D
2026-04-12 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 1,389 73.99 102.8K 520,714 D
2026-04-12 SIDHU JAY S Director / Officer F-InKind D Common Stock 1,325 73.99 98.0K 804,795 D
2026-04-08 Watkins Philip Officer F-InKind D Common Stock 568 73.80 41.9K 46,993 D
2026-04-08 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 1,562 73.80 115.3K 522,103 D
2026-04-08 SIDHU JAY S Director / Officer A-Award A Common Stock 7,047 73.80 520.1K 827,872 D
2026-04-08 MCCOLLOM MARK R Officer A-Award A Common Stock 2,711 73.80 200.1K 5,082 D
2026-04-06 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 6,920 71.70 496.2K 512,587 D
2026-04-06 SIDHU JAY S Director / Officer A-Award A Common Stock 17,036 71.70 1.22M 814,285 D
2026-04-04 Watkins Philip Officer F-InKind D Common Stock 1,392 70.41 98.0K 47,561 D
2026-04-04 Velasquez Jessie John Deano Officer F-InKind D Common Stock 274 70.41 19.3K 4,283 D
2026-04-04 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 3,159 70.41 222.4K 509,896 D
2026-04-04 SIDHU JAY S Director / Officer F-InKind D Common Stock 6,657 70.41 468.7K 779,282 D
2026-04-04 Cunningham Lyle Officer F-InKind D Common Stock 1,613 70.41 113.6K 46,850 D
2026-04-01 Kasulka Thomas Henry Officer F-InKind D Common Stock 829 70.95 58.8K 19,031 D
2026-04-01 Cunningham Lyle Officer F-InKind D Common Stock 402 70.95 28.5K 48,442 D
2026-03-16 Zuckerman Steven J Director A-Award A Common Stock 953 64.72 61.7K 72,690 D
2026-03-16 Way T Lawrence Director A-Award A Common Stock 895 64.72 57.9K 125,713 D
2026-03-16 Sirmans Dalton Talley Director A-Award A Common Stock 760 64.72 49.2K 2,023 D
2026-03-16 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 64.72 40.5K 115,176 D
2026-03-16 Mackay Robert Neil Director A-Award A Common Stock 895 64.72 57.9K 9,813 D
2026-03-16 Looney Susan Dianne Director A-Award A Common Stock 625 64.72 40.5K 1,143 D
2026-03-16 Krasne Robert Morris Director A-Award A Common Stock 895 64.72 57.9K 1,612 D
2026-03-16 Gill Mike Director A-Award A Common Stock 625 64.72 40.5K 1,060 D
2026-03-16 Banks Bernard Bennett Director A-Award A Common Stock 934 64.72 60.4K 9,031 D
2026-03-16 BUFORD ROBERT J Director A-Award A Common Stock 895 64.72 57.9K 23,624 D
2026-03-16 Allon Andrea R. Director A-Award A Common Stock 625 64.72 40.5K 39,409 D
2026-03-15 Watkins Philip Officer F-InKind D Common Stock 619 64.72 40.1K 48,953 D
2026-03-15 Velasquez Jessie John Deano Officer F-InKind D Common Stock 134 64.72 8.7K 4,557 D
2026-03-15 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 2,056 64.72 133.1K 513,055 D
2026-03-15 SIDHU JAY S Director / Officer F-InKind D Common Stock 2,141 64.72 138.6K 785,939 D
2026-03-15 Cunningham Lyle Officer F-InKind D Common Stock 998 64.72 64.6K 48,844 D
2026-03-14 Watkins Philip Officer F-InKind D Common Stock 641 64.72 41.5K 49,572 D
2026-03-14 Velasquez Jessie John Deano Officer F-InKind D Common Stock 169 64.72 10.9K 4,691 D
2026-03-14 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 2,418 64.72 156.5K 515,111 D
2026-03-14 SIDHU JAY S Director / Officer F-InKind D Common Stock 1,400 64.72 90.6K 788,080 D
2026-03-13 Watkins Philip Officer A-Award A Common Stock 3,941 64.72 255.1K 47,934 D
2026-03-13 Velasquez Jessie John Deano Officer A-Award A Common Stock 1,206 64.72 78.1K 4,860 D
2026-03-13 Sidhu Samvir S. Director / Officer A-Award A Common Stock 12,306 64.72 796.4K 534,020 D
2026-03-13 SIDHU JAY S Director / Officer A-Award A Common Stock 16,030 64.72 1.04M 820,825 D
2026-03-13 Robinson Nicholas John Officer A-Award A Common Stock 3,941 64.72 255.1K 13,714 D
2026-03-13 MCCOLLOM MARK R Officer A-Award A Common Stock 2,371 64.72 153.5K 2,371 D
2026-03-13 Kasulka Thomas Henry Officer A-Award A Common Stock 3,941 64.72 255.1K 22,972 D
2026-03-13 Cunningham Lyle Officer A-Award A Common Stock 5,795 64.72 375.1K 52,645 D
2026-02-24 Watkins Philip Officer D Stock Options (Right to buy) 20,000 28.37 567.4K 0
2026-02-24 Cunningham Lyle Director / Officer D Stock Options (Right to buy) 10,000 28.37 283.7K 0
2026-02-23 Kasulka Thomas Henry Officer F-InKind D Common Stock 393 69.60 27.4K 19,860 D
2026-01-28 Wyremski Stephen Francis Officer Common Stock 0 0.00 2,093 D
2026-01-05 Watkins Philip Officer F-InKind D Common Stock 636 76.18 48.5K 50,213 D
2026-01-05 Sidhu Samvir S. Director / Officer F-InKind D Common Stock 838 76.18 63.8K 517,529 D
2026-01-05 SIDHU JAY S Director / Officer F-InKind D Common Stock 551 76.18 42.0K 789,480 D
2026-01-05 Cunningham Lyle Officer F-InKind D Common Stock 749 76.18 57.1K 49,842 D
2025-12-31 SIDHU JAY S Director / Officer G-Gift A Common Stock 1,035 73.40 76.0K 181,825 I
2025-12-19 Robinson Nicholas John Officer F-InKind D Common Stock 1,286 75.83 97.5K 9,773 D
2025-12-19 Kasulka Thomas Henry Officer F-InKind D Common Stock 1,088 75.83 82.5K 20,253 D
2025-12-19 Cunningham Lyle Officer F-InKind D Common Stock 1,552 75.83 117.7K 50,591 D
2025-12-15 Zuckerman Steven J Director A-Award A Common Stock 419 72.98 30.6K 71,737 D
2025-12-15 Way T Lawrence Director A-Award A Common Stock 265 72.98 19.3K 124,818 D
2025-12-15 Sirmans Dalton Talley Director A-Award A Common Stock 435 72.98 31.7K 1,263 D
2025-12-15 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 72.98 45.6K 114,551 D
2025-12-15 Mackay Robert Neil Director A-Award A Common Stock 573 72.98 41.8K 8,918 D
2025-12-15 Looney Susan Dianne Director A-Award A Common Stock 518 72.98 37.8K 518 D
2025-12-15 Krasne Robert Morris Director A-Award A Common Stock 602 72.98 43.9K 717 D
2025-12-15 Gill Mike Director A-Award A Common Stock 435 72.98 31.7K 435 D
2025-12-15 Banks Bernard Bennett Director A-Award A Common Stock 573 72.98 41.8K 8,097 D
2025-12-15 BUFORD ROBERT J Director A-Award A Common Stock 573 72.98 41.8K 22,729 D
2025-12-15 Allon Andrea R. Director A-Award A Common Stock 471 72.98 34.4K 38,784 D
2025-12-09 Velasquez Jessie John Deano Officer S-Sale D Common Stock 2,242 71.05 159.3K 3,654 D
2025-12-05 Kasulka Thomas Henry Officer F-InKind D Common Stock 467 70.95 33.1K 21,341 D
2025-12-03 SIDHU JAY S Director / Officer S-Sale D Common Stock 128,185 69.43 8.90M 790,031 D
2025-11-25 SIDHU JAY S Director / Officer S-Sale D Common Stock 7,479 70.06 523.9K 918,216 D
2025-11-24 Watkins Philip Officer S-Sale D Common Stock 2,900 65.04 188.6K 50,849 D
2025-11-12 SIDHU JAY S Director / Officer S-Sale D Common Stock 2,522 68.39 172.5K 925,695 D
2025-11-11 SIDHU JAY S Director / Officer S-Sale D Common Stock 24,784 68.05 1.69M 928,217 D
2025-11-10 SIDHU JAY S Director / Officer S-Sale D Common Stock 13,595 68.69 933.9K 953,001 D
2025-11-07 Banks Bernard Bennett Director S-Sale D Common Stock 9,000 66.93 602.4K 7,524 D
2025-11-06 SIDHU JAY S Director / Officer S-Sale D Common Stock 1,263 67.75 85.6K 966,596 D
2025-11-05 SIDHU JAY S Director / Officer S-Sale D Common Stock 22,172 67.76 1.50M 967,859 D
2025-10-29 Sirmans Dalton Talley Director Common Stock 0 0.00 828 D
2025-10-29 Looney Susan Diane 0 0.00 0
2025-10-29 Krasne Robert Morris Director Common Stock 0 0.00 115 D
2025-10-29 Gill Mike 0 0.00 0
2025-10-24 Watkins Philip Officer F-InKind D Common Stock 3,763 70.11 263.8K 53,749 D
2025-09-15 Zuckerman Steven J Director A-Award A Common Stock 938 67.85 63.6K 71,318 D
2025-09-15 Way T Lawrence Director A-Award A Common Stock 625 67.85 42.4K 124,553 D
2025-09-15 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 67.85 42.4K 113,926 D
2025-09-15 Mackay Robert Neil Director A-Award A Common Stock 883 67.85 59.9K 8,345 D
2025-09-15 Banks Bernard Bennett Director A-Award A Common Stock 883 67.85 59.9K 16,524 D
2025-09-15 BUFORD ROBERT J Director A-Award A Common Stock 883 67.85 59.9K 22,156 D
2025-09-15 Allon Andrea R. Director A-Award A Common Stock 625 67.85 42.4K 38,313 D
2025-09-03 Robinson Nicholas John Officer F-InKind D Common Stock 479 72.43 34.7K 11,059 D
2025-07-23 Sidhu Samvir S. Officer A-Award A Common Stock 225,000 62.55 14.07M 518,367 D
2025-07-09 Kasulka Thomas Henry Officer A-Award A Common Stock 3,447 63.97 220.5K 18,362 D
2025-07-09 Cunningham Lyle Officer A-Award A Common Stock 6,893 63.97 440.9K 55,571 D
2025-06-25 MCCOLLOM MARK R 0 0.00 0
2025-06-16 Zuckerman Steven J Director A-Award A Common Stock 1,047 50.35 52.7K 70,380 D
2025-06-16 Way T Lawrence Director A-Award A Common Stock 625 50.35 31.5K 123,928 D
2025-06-16 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 50.35 31.5K 113,301 D
2025-06-16 Mackay Robert Neil Director A-Award A Common Stock 973 50.35 49.0K 7,462 D
2025-06-16 Banks Bernard Bennett Director A-Award A Common Stock 973 50.35 49.0K 15,641 D
2025-06-16 BUFORD ROBERT J Director A-Award A Common Stock 973 50.35 49.0K 21,273 D
2025-06-16 Allon Andrea R. Director A-Award A Common Stock 625 50.35 31.5K 37,688 D
2025-04-12 Sidhu Samvir S. Officer F-InKind D Common Stock 1,389 43.80 60.8K 293,367 D
2025-04-12 SIDHU JAY S Director / Officer F-InKind D Common Stock 820 43.80 35.9K 989,739 D
2025-04-08 Watkins Philip Officer A-Award A Common Stock 3,878 42.75 165.8K 57,512 D
2025-04-08 Sidhu Samvir S. Officer A-Award A Common Stock 8,548 42.75 365.4K 294,756 D
2025-04-08 SIDHU JAY S Director / Officer A-Award A Common Stock 11,135 42.75 476.0K 990,559 D
2025-04-07 Sidhu Samvir S. Officer A-Award A Common Stock 3,324 43.40 144.3K 287,367 D
2025-04-07 SIDHU JAY S Director / Officer F-InKind D Common Stock 1,881 43.40 81.6K 976,614 D
2025-04-06 Sidhu Samvir S. Officer F-InKind D Common Stock 3,016 43.26 130.5K 284,043 D
2025-04-06 SIDHU JAY S Director / Officer F-InKind D Common Stock 2,241 43.46 97.4K 971,758 D
2025-04-04 Watkins Philip Officer F-InKind D Common Stock 1,263 43.46 54.9K 53,634 D
2025-04-04 Velasquez Jessie John Deano Officer F-InKind D Common Stock 274 43.46 11.9K 5,896 D
2025-04-04 Sidhu Samvir S. Officer F-InKind D Common Stock 3,159 43.46 137.3K 287,059 D
2025-04-04 SIDHU JAY S Director / Officer F-InKind D Common Stock 5,888 43.46 255.9K 973,999 D
2025-04-04 Hedde Glenn Officer F-InKind D Common Stock 843 43.46 36.6K 53,754 D
2025-04-04 Cunningham Lyle Officer F-InKind D Common Stock 1,291 43.46 56.1K 48,652 D
2025-03-22 Watkins Philip Officer F-InKind D Common Stock 278 51.55 14.3K 54,897 D
2025-03-22 Velasquez Jessie John Deano Officer F-InKind D Common Stock 83 51.55 4.3K 6,170 D
2025-03-22 Sidhu Samvir S. Officer F-InKind D Common Stock 1,210 51.55 62.4K 289,695 D
2025-03-22 SIDHU JAY S Director / Officer F-InKind D Common Stock 1,250 51.55 64.4K 979,694 D
2025-03-22 Hedde Glenn Officer F-InKind D Common Stock 348 51.55 17.9K 54,597 D
2025-03-22 Cunningham Lyle Officer F-InKind D Common Stock 342 51.55 17.6K 49,919 D
2025-03-17 Zuckerman Steven J Director A-Award A Common Stock 1,044 50.79 53.0K 69,333 D
2025-03-17 Way T Lawrence Director A-Award A Common Stock 625 50.79 31.7K 123,303 D
2025-03-17 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 50.79 31.7K 112,676 D
2025-03-17 Mackay Robert Neil Director A-Award A Common Stock 970 50.79 49.3K 6,489 D
2025-03-17 Date Rajeev V Director A-Award A Common Stock 625 50.79 31.7K 6,900 D
2025-03-17 Banks Bernard Bennett Director A-Award A Common Stock 970 50.79 49.3K 14,668 D
2025-03-17 BUFORD ROBERT J Director A-Award A Common Stock 970 50.79 49.3K 20,300 D
2025-03-17 Allon Andrea R. Director A-Award A Common Stock 625 50.79 31.7K 37,063 D
2025-03-15 Watkins Philip Officer F-InKind D Common Stock 561 50.79 28.5K 55,175 D
2025-03-15 Velasquez Jessie John Deano Officer F-InKind D Common Stock 138 50.79 7.0K 6,253 D
2025-03-15 Sidhu Samvir S. Officer F-InKind D Common Stock 2,057 50.79 104.5K 290,905 D
2025-03-15 SIDHU JAY S Director / Officer F-InKind D Common Stock 2,023 50.79 102.7K 980,944 D
2025-03-15 Hedde Glenn Officer F-InKind D Common Stock 266 50.79 13.5K 54,945 D
2025-03-15 Cunningham Lyle Officer F-InKind D Common Stock 797 50.79 40.5K 50,261 D
2025-03-14 Watkins Philip Officer A-Award A Common Stock 4,381 50.79 222.5K 55,736 D
2025-03-14 Velasquez Jessie John Deano Officer A-Award A Common Stock 1,753 50.79 89.0K 6,391 D
2025-03-14 Sidhu Samvir S. Officer A-Award A Common Stock 13,237 50.79 672.3K 292,962 D
2025-03-14 SIDHU JAY S Director / Officer A-Award A Common Stock 17,244 50.79 875.8K 982,967 D
2025-02-23 Kasulka Thomas Henry Officer F-InKind D Common Stock 393 53.27 20.9K 14,915 D
2025-02-04 SIDHU JAY S Director / Officer S-Sale D Common Stock 67,000 56.82 3.81M 965,723 D
2025-01-31 SIDHU JAY S Director / Officer S-Sale D Common Stock 33,173 57.25 1.90M 1,032,723 D
2025-01-30 Hedde Glenn Officer S-Sale D Common Stock 15,815 58.25 921.2K 55,211 D
2025-01-22 Sidhu Samvir S. Officer A-Award A Common Stock 300,000 50.13 15.04M 441,430 D
2025-01-06 Watkins Philip Officer F-InKind D Common Stock 839 48.83 41.0K 51,355 D
2025-01-06 Sidhu Samvir S. Officer F-InKind D Common Stock 839 48.83 41.0K 141,430 D
2025-01-06 SIDHU JAY S Director / Officer F-InKind D Common Stock 552 48.83 27.0K 1,065,896 D
2025-01-06 Hedde Glenn Officer F-InKind D Common Stock 552 48.83 27.0K 71,026 D
2025-01-06 Cunningham Lyle Officer F-InKind D Common Stock 619 48.83 30.2K 51 D
2024-12-30 Sidhu Samvir S. Officer G-Gift D Common Stock 2,235 48.31 108.0K 142,269 D
2024-12-30 SIDHU JAY S Director / Officer G-Gift A Common Stock 745 48.31 36.0K 158,035 I
2024-12-19 Robinson Nicholas John Officer A-Award A Common Stock 7,557 46.98 355.0K 11,538 D
2024-12-19 Kasulka Thomas Henry Officer A-Award A Common Stock 9,047 46.98 425.0K 15,308 D
2024-12-19 Hedde Glenn Officer A-Award A Common Stock 5,322 46.98 250.0K 71,578 D
2024-12-19 Cunningham Lyle Officer A-Award A Common Stock 13,304 46.98 625.0K 51,650 D
2024-12-16 Zuckerman Steven J Director A-Award A Common Stock 897 53.51 48.0K 68,289 D
2024-12-16 Way T Lawrence Director A-Award A Common Stock 625 53.51 33.4K 122,678 D
2024-12-16 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 53.51 33.4K 112,051 D
2024-12-16 Mackay Robert Neil Director A-Award A Common Stock 952 53.51 50.9K 5,519 D
2024-12-16 Date Rajeev V Director A-Award A Common Stock 625 53.51 33.4K 6,275 D
2024-12-16 Banks Bernard Bennett Director A-Award A Common Stock 952 53.51 50.9K 13,698 D
2024-12-16 BUFORD ROBERT J Director A-Award A Common Stock 952 53.51 50.9K 19,330 D
2024-12-16 Allon Andrea R. Director A-Award A Common Stock 812 53.51 43.5K 36,438 D
2024-12-05 Kasulka Thomas Henry Officer F-InKind D Common Stock 467 55.04 25.7K 6,261 D
2024-11-20 Mackay Robert Neil Director S-Sale D Common Stock 4,000 53.78 215.1K 4,567 D
2024-11-11 SIDHU JAY S Director / Officer S-Sale D Common Stock 86,578 56.54 4.90M 1,090,598 D
2024-11-08 SIDHU JAY S Director / Officer S-Sale D Common Stock 12,562 53.01 665.9K 1,177,176 D
2024-11-07 SIDHU JAY S Director / Officer S-Sale D Common Stock 860 54.73 47.1K 1,189,738 D
2024-11-06 Hedde Glenn Officer S-Sale D Common Stock 5,002 53.68 268.5K 66,256 D
2024-10-24 Watkins Philip Officer F-InKind D Common Stock 3,317 45.54 151.1K 52,194 D
2024-09-18 Robinson Nicholas John Officer Common Stock 0 0.00 3,981 D
2024-09-16 Zuckerman Steven J Director A-Award A Common Stock 1,065 48.35 51.5K 67,392
2024-09-16 Way T Lawrence Director A-Award A Common Stock 625 48.35 30.2K 122,053
2024-09-16 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 48.35 30.2K 111,426
2024-09-16 Mackay Robert Neil Director A-Award A Common Stock 987 48.35 47.7K 8,567
2024-09-16 Date Rajeev V Director A-Award A Common Stock 625 48.35 30.2K 5,650
2024-09-16 Banks Bernard Bennett Director A-Award A Common Stock 987 48.35 47.7K 12,746
2024-09-16 BUFORD ROBERT J Director A-Award A Common Stock 987 48.35 47.7K 18,378
2024-09-16 Allon Andrea R. Director A-Award A Common Stock 832 48.35 40.2K 35,626
2024-08-13 Sidhu Samvir S. Officer P-Purchase A Common Stock 2,500 45.53 113.8K 144,504
2024-08-02 SIDHU JAY S Director / Officer G-Gift A Common Stock 13,500 57.39 774.8K 180,790 I
2024-06-17 Zuckerman Steven J Director A-Award A Common Stock 1,107 44.06 48.8K 66,327
2024-06-17 Way T Lawrence Director A-Award A Common Stock 625 44.06 27.5K 121,428
2024-06-17 ROTHERMEL DANIEL K Director A-Award A Common Stock 625 44.06 27.5K 110,801
2024-06-17 Mackay Robert Neil Director A-Award A Common Stock 1,022 44.06 45.0K 7,580
2024-06-17 Date Rajeev V Director A-Award A Common Stock 625 44.06 27.5K 5,025
2024-06-17 Banks Bernard Bennett Director A-Award A Common Stock 1,022 44.06 45.0K 11,759
2024-06-17 BUFORD ROBERT J Director A-Award A Common Stock 1,022 44.06 45.0K 17,391
2024-06-17 Allon Andrea R. Director A-Award A Common Stock 852 44.06 37.5K 34,794
2024-04-12 Sidhu Samvir S. Officer A-Award A Common Stock 7,601 49.02 372.6K 142,004
2024-04-12 SIDHU JAY S Director / Officer A-Award A Common Stock 10,098 49.02 495.0K 1,190,265
2024-04-07 Sidhu Samvir S. Officer F-InKind D Common Stock 1,466 50.43 73.9K 133,401
2024-04-07 SIDHU JAY S Director / Officer F-InKind D Common Stock 2,892 50.43 145.8K 1,178,030
2024-04-07 Leibold Carla A Officer A-Award A Common Stock 2,852 50.43 143.8K 45,039
2024-04-06 Sidhu Samvir S. Officer F-InKind D Common Stock 3,015 50.43 152.0K 132,192
2024-04-06 SIDHU JAY S Director / Officer F-InKind D Common Stock 3,010 50.43 151.8K 1,169,120

Executive team

Top executives
EBIT / Employee
359.7K
Shares Outstanding
33.83M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-14 DEFA14A
2026-04-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-18 SC 13G
2026-05-15 SC 13G/A

Executive team

NameTitleCompensationGender
Lyle Cunningham Executive Vice President & Chief Banking Officer 937.0K male
Jay S. Sidhu Founder & Executive Chairman 889.1K male
Samvir S. Sidhu Vice Chairman, President & CEO 850.1K male
Thomas Kasulka Executive Vice President & Chief Credit Officer 618.1K male
Philip Watkins EVice President, Head of Corporate Development & Investor Relations 604.7K male
Mark R. McCollom Executive Vice President & Chief Financial Officer 590.2K male
Glenn A. Hedde Executive Vice President of Warehouse Lending & Member of Management Board 368.0K male
Timothy D. Romig Executive Vice President, Head of Middle Market and Community Banking & Member of Management Board male
Daniel Park Executive Vice President, Treasurer & Member of Management Board male
Robert Fischer Regional President of Pennsylvania & Member of Management Board male
Carlos Coto Executive VP of Bank Operations & Member of Management Board
ESG Rating
B
BANKS - REGIONAL
Rank: 116 out of 431
2025
E (Environmental)
66.0 / 64.3
Company / Sector avg.
S (Social)
75.8 / 76.5
Company / Sector avg.
G (Governance)
76.9 / 75.5
Company / Sector avg.
ESG Total
72.9 / 72.1
Company / Sector avg.
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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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.

Dividend history

Earnings history

Earnings reports

Stock splits