Subscribe

Hingham Institution for Savings (HIFS)

USD289.24 +1.45 (+0.50%)
US NASDAQ Financial Services Banks - Regional
Address 55 Main Street 2043
Hingham, MA, US
CEO Robert H. Gaughen Jr.
IPO 1988-12-14
ISIN US4333231029

Explore sections of this company profile

Description

Hingham Institution for Savings is a financial services provider that offers a diverse array of banking solutions to both individual consumers and corporate entities throughout the U.S. Its comprehensive selection of deposit accounts encompasses savings, checking, money market, demand deposit, and negotiable order of withdrawal (NOW) options, alongside certificates of deposit (CDs). The institution also extends credit through various loan products, including financing for commercial and residential real estate, construction projects, home equity lines, general business needs, and personal consumer purposes. Furthermore, for customer convenience, it makes available automated teller machines (ATMs), debit cards, and a robust online banking platform. Its service delivery model includes a network of six physical branches situated across Boston and eastern Massachusetts, supplemented by commercial lenders and dedicated relationship managers operating in Washington. Established in 1834, Hingham Institution for Savings maintains its principal office in Hingham, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD289.24 +1.45 (+0.50%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
35.2K
Beta
0.84
Float Shares
1.59M
Free Float %
72.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.72% +0.91% +1.83% +3.68% -1.20% +1.91% +19.38% +45.96% -2.15% +116.14% +4,932.87%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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

Price Targets & DCF
Current price
289.24
DCF (Unlevered) 559.71 +93.5%
DCF (Levered) 442.06 +52.8%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.34
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 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
    +8.9% Q1'26: -18.0% (vs Q1'25)
  • EPS growth
    +92.7% Q1'26: -60.2% (vs Q1'25)
  • FCF margin
    Q1'26: +31.2% (vs Q1'25)
  • EBIT margin
    Q1'26: +10.0% (vs Q1'25)
  • ROIC
    Q1'26: +0.6% (vs Q1'25)
  • Share dilution
    +0.6% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 84.32× (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 (0.85) × ERP
WACC = 30% × Ke + 70% × Kd (9.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 559.71 Current price: 289.24
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 2010
actual
Dec 2011
actual
Dec 2012
actual
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
Revenue
48.45M
est: 31.11M (+55.7%)
50.14M
est: 34.22M (+46.5%)
50.47M
est: 37.65M (+34.1%)
50.95M
est: 41.41M (+23.0%)
64.06M
est: 45.55M (+40.6%)
63.34M
est: 50.11M (+26.4%)
73.50M
est: 55.12M (+33.4%)
82.47M
est: 60.63M (+36.0%)
92.43M
est: 66.69M (+38.6%)
115.78M
est: 73.36M (+57.8%)
115.34M
est: 80.70M (+42.9%)
123.46M
est: 88.77M (+39.1%)
118.31M
est: 97.65M (+21.2%)
190.52M
est: 107.41M (+77.4%)
EBITDA
17.52M
est: 13.64M (+28.4%)
20.87M
est: 15.01M (+39.0%)
23.02M
est: 16.51M (+39.5%)
23.28M
est: 18.16M (+28.2%)
34.18M
est: 19.97M (+71.1%)
33.54M
est: 21.97M (+52.7%)
40.50M
est: 24.17M (+67.6%)
44.78M
est: 26.58M (+68.4%)
43.37M
est: 29.24M (+48.3%)
54.20M
est: 32.17M (+68.5%)
70.83M
est: 35.38M (+100.2%)
93.21M
est: 38.92M (+139.5%)
54.81M
est: 42.81M (+28.0%)
35.92M
est: 47.10M (-23.7%)
EBIT
17.08M
est: 14.68M (+16.3%)
20.34M
est: 16.15M (+25.9%)
22.40M
est: 17.77M (+26.1%)
22.61M
est: 19.54M (+15.7%)
33.41M
est: 21.50M (+55.4%)
32.78M
est: 23.65M (+38.6%)
39.77M
est: 26.01M (+52.9%)
44.13M
est: 28.61M (+54.2%)
42.73M
est: 31.48M (+35.8%)
53.55M
est: 34.62M (+54.7%)
70.13M
est: 38.08M (+84.1%)
92.67M
est: 41.89M (+121.2%)
54.32M
est: 46.08M (+17.9%)
35.23M
est: 50.69M (-30.5%)
Net Income
10.23M
est: 8.96M (+14.2%)
12.06M
est: 9.85M (+22.4%)
13.29M
est: 10.84M (+22.6%)
13.37M
est: 11.92M (+12.2%)
22.26M
est: 13.11M (+69.8%)
19.35M
est: 14.42M (+34.1%)
23.42M
est: 15.86M (+47.6%)
25.76M
est: 17.45M (+47.6%)
30.40M
est: 19.20M (+58.4%)
38.93M
est: 21.12M (+84.3%)
50.77M
est: 23.23M (+118.6%)
67.46M
est: 25.55M (+164.0%)
37.52M
est: 28.11M (+33.5%)
26.37M
est: 30.92M (-14.7%)
SGA
12.97M
est: 12.40M (+4.6%)
13.53M
est: 13.64M (-0.9%)
14.39M
est: 15.01M (-4.1%)
15.47M
est: 16.51M (-6.3%)
17.92M
est: 18.16M (-1.3%)
16.90M
est: 19.98M (-15.4%)
17.33M
est: 21.97M (-21.2%)
17.82M
est: 24.17M (-26.3%)
18.31M
est: 26.59M (-31.1%)
18.69M
est: 29.25M (-36.1%)
17.69M
est: 32.17M (-45.0%)
18.67M
est: 35.39M (-47.2%)
22.43M
est: 38.93M (-42.4%)
23.76M
est: 42.82M (-44.5%)
EPS
4.81
est: 4.07 (+18.2%)
5.68
est: 4.48 (+26.9%)
6.25
est: 4.93 (+26.9%)
6.28
est: 5.42 (+16.0%)
10.46
est: 5.96 (+75.7%)
9.09
est: 6.55 (+38.9%)
10.99
est: 7.20 (+52.6%)
12.08
est: 7.92 (+52.5%)
14.25
est: 8.71 (+63.6%)
18.24
est: 9.59 (+90.3%)
23.76
est: 10.55 (+125.3%)
31.51
est: 11.61 (+171.5%)
17.49
est: 12.77 (+37.0%)
12.26
est: 14.05 (-12.7%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 3/5 4/5 3/5 3/5 1/5 2/5 2/5
2026-05-27 B- 3/5 4/5 3/5 3/5 1/5 2/5 2/5
2026-05-26 B- 3/5 4/5 3/5 3/5 1/5 2/5 2/5
2026-05-22 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-21 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-20 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-19 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-18 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-15 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-14 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-13 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-12 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-11 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-08 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-07 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-06 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-05 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-04 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-05-01 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-04-30 B 3/5 4/5 3/5 4/5 1/5 2/5 2/5
2026-04-29 B 3/5 4/5 4/5 4/5 1/5 2/5 2/5
2026-04-28 B 3/5 4/5 4/5 4/5 1/5 2/5 2/5
2026-04-27 B 3/5 4/5 4/5 4/5 1/5 2/5 2/5
2026-04-24 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-20 B+ 3/5 4/5 4/5 4/5 1/5 3/5 2/5
2026-04-17 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 4/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
24.75M
OE per share TTM
11.26
Owner's Yield
3.91%
Maintenance CapEx ratio
32.73%
Maint CapEx / Avg PPE
10.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
132
Total invested
422.28M
Insider transactions (90d)
0
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
132
+11 vs prev Q
New positions
27
Closed positions
16
Increased
67
Reduced
38
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 MAREN CAPITAL LLC 208.7K +3.7K (+1.8%) 59.25M +5.2M (+9.6%) 9.56% +0.167 pp 3.19% +0.177 pp USD204.73 +38.7% 9 qtrs
2 BLACKROCK, INC. 130.7K +2.6K (+2.0%) 37.10M +3.3M (+9.8%) 5.99% +0.116 pp 0.00% +0.000 pp USD244.44 +16.2% 6 qtrs
3 DOMA PERPETUAL CAPITAL MANAGEMENT LLC 117.4K +29.8K (+34.0%) 33.32M +10.2M (+44.3%) 5.38% +1.364 pp 9.37% +1.616 pp USD207.10 +37.1% 8 qtrs
4 ROYCE & ASSOCIATES LP 107.0K -5.7K (-5.1%) 30.39M +645.0K (+2.2%) 4.91% -0.266 pp 0.31% +0.012 pp USD208.86 +36.0% 11 qtrs
5 VANGUARD GROUP INC 99.1K +1.3K (+1.3%) 28.15M +2.3M (+9.1%) 4.54% +0.057 pp 0.00% +0.000 pp USD191.38 +48.4% 83 qtrs
6 SCHWARTZ INVESTMENT COUNSEL INC 81.1K +— (+0.0%) 23.03M +1.6M (+7.7%) 3.72% -0.002 pp 0.80% +0.087 pp USD241.67 +17.5% 21 qtrs
7 STATE STREET CORP 78.7K -2.9K (-3.5%) 22.36M +833.4K (+3.9%) 3.61% -0.133 pp 0.00% +0.000 pp USD228.51 +24.3% 43 qtrs
8 DIMENSIONAL FUND ADVISORS LP 57.5K -2.2K (-3.7%) 16.33M +571.6K (+3.6%) 2.64% -0.104 pp 0.00% +0.000 pp USD134.29 +111.5% 51 qtrs
9 UBS GROUP AG 57.5K -12.5K (-17.9%) 16.32M -2.1M (-11.6%) 2.63% -0.575 pp 0.00% 0.000 pp USD252.14 +12.6% 45 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 44.2K +1.1K (+2.6%) 12.54M +1.2M (+10.4%) 2.02% +0.050 pp 0.00% +0.000 pp USD192.61 +47.4% 52 qtrs
11 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 37.1K -460.0 (-1.2%) 10.53M +627.1K (+6.3%) 1.70% -0.022 pp 0.03% +0.001 pp USD240.04 +18.3% 6 qtrs
12 MORGAN STANLEY 29.3K +5.6K (+23.6%) 8.33M +2.1M (+33.0%) 1.34% +0.256 pp 0.00% +0.000 pp USD255.05 +11.3% 51 qtrs
13 DE LISLE PARTNERS LLP 26.8K +— (+0.0%) 7.61M +560.8K (+8.0%) 1.23% -0.001 pp 0.98% +0.112 pp USD214.00 +32.7% 8 qtrs
14 APTUS CAPITAL ADVISORS, LLC 24.8K +105.0 (+0.4%) 7.05M +529.0K (+8.1%) 1.14% +0.004 pp 0.05% +0.003 pp USD258.63 +9.8% 29 qtrs
15 CRAWFORD FUND MANAGEMENT, LLC 24.6K +5.1K (+26.5%) 6.98M +1.9M (+36.1%) 1.13% +0.235 pp 0.92% +0.099 pp USD246.04 +15.4% 9 qtrs
16 GOLDMAN SACHS GROUP INC 17.9K -2.0K (-10.0%) 5.09M -162.7K (-3.1%) 0.82% -0.092 pp 0.00% +0.000 pp USD259.76 +9.3% 11 qtrs
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15.3K +1.0 (+0.0%) 4.35M +309.5K (+7.7%) 0.70% 0.000 pp 0.00% +0.000 pp USD237.39 +19.6% 40 qtrs
18 MISSION WEALTH MANAGEMENT, LP 14.9K +14.9K (+100.0%) 4.22M +4.2M (+100.0%) 0.68% +0.682 pp 0.08% +0.084 pp USD283.96 +0.0% 1 qtrs NEW
19 RUSSELL INVESTMENTS GROUP, LTD. 13.9K -2.3K (-14.1%) 3.94M -318.9K (-7.5%) 0.64% -0.104 pp 0.00% -0.001 pp USD211.01 +34.6% 10 qtrs
20 NORTHERN TRUST CORP 13.1K -767.0 (-5.5%) 3.71M +61.5K (+1.7%) 0.60% -0.035 pp 0.00% +0.000 pp USD155.22 +82.9% 51 qtrs
21 HENNESSY ADVISORS INC 13.0K +— (+0.0%) 3.69M +262.3K (+7.7%) 0.60% 0.000 pp 0.13% +0.012 pp USD224.75 +26.3% 53 qtrs
22 COLONY GROUP, LLC 11.1K +19.0 (+0.2%) 3.15M +229.0K (+7.8%) 0.51% +0.001 pp 0.00% -0.001 pp USD242.66 +17.0% 9 qtrs
23 AMERICAN CENTURY COMPANIES INC 8.2K +1.1K (+15.3%) 2.33M +452.8K (+24.1%) 0.38% +0.050 pp 0.00% +0.000 pp USD234.16 +21.3% 23 qtrs
24 TWO SIGMA INVESTMENTS, LP 8.0K -19.2K (-70.5%) 2.28M -4.9M (-68.2%) 0.37% -0.879 pp 0.00% -0.008 pp USD252.46 +12.5% 13 qtrs
25 MILLENNIUM MANAGEMENT LLC 7.9K -4.8K (-37.8%) 2.23M -1.1M (-33.0%) 0.36% -0.219 pp 0.00% -0.001 pp USD258.38 +9.9% 4 qtrs
26 LIONTRUST INVESTMENT PARTNERS LLP 7.4K -265.0 (-3.5%) 2.09M +78.4K (+3.9%) 0.34% -0.012 pp 0.03% +0.003 pp USD263.78 +7.7% 2 qtrs
27 BANK OF NEW YORK MELLON CORP 7.0K +2.4K (+52.6%) 1.98M +773.6K (+64.3%) 0.32% +0.110 pp 0.00% +0.000 pp USD218.51 +30.0% 56 qtrs
28 BANK OF AMERICA CORP /DE/ 6.7K -7.2K (-51.6%) 1.90M -1.8M (-47.9%) 0.31% -0.328 pp 0.00% 0.000 pp USD257.86 +10.1% 52 qtrs
29 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 6.5K +6.5K (+100.0%) 1.85M +1.9M (+100.0%) 0.30% +0.299 pp 0.06% +0.063 pp USD283.96 +0.0% 1 qtrs NEW
30 JPMORGAN CHASE & CO 6.4K +3.6K (+133.6%) 1.81M +1.1M (+151.4%) 0.29% +0.167 pp 0.00% +0.000 pp USD271.50 +4.6% 38 qtrs
31 ANCHOR CAPITAL ADVISORS LLC 5.8K +423.0 (+7.9%) 1.65M +228.6K (+16.1%) 0.27% +0.019 pp 0.05% +0.007 pp USD200.07 +41.9% 23 qtrs
32 BARCLAYS PLC 5.0K +1.9K (+62.2%) 1.41M +665.7K (+89.3%) 0.23% +0.087 pp 0.00% +0.000 pp USD258.79 +9.7% 38 qtrs
33 AMERIPRISE FINANCIAL INC 4.7K -93.0 (-2.0%) 1.33M +69.8K (+5.5%) 0.21% -0.004 pp 0.00% +0.000 pp USD239.83 +18.4% 6 qtrs
34 RAFFERTY ASSET MANAGEMENT, LLC 4.5K -1.5K (-24.9%) 1.29M -305.6K (-19.2%) 0.21% -0.069 pp 0.00% -0.001 pp USD255.12 +11.3% 6 qtrs
35 NUVEEN, LLC 4.2K +— (+0.0%) 1.21M +85.7K (+7.7%) 0.19% 0.000 pp 0.00% +0.000 pp USD237.80 +19.4% 4 qtrs
36 STATE OF WISCONSIN INVESTMENT BOARD 4.1K +800.0 (+24.3%) 1.16M +293.5K (+33.8%) 0.19% +0.037 pp 0.00% +0.001 pp USD267.73 +6.1% 2 qtrs
37 INVESCO LTD. 3.7K -79.0 (-2.1%) 1.05M +53.9K (+5.4%) 0.17% -0.004 pp 0.00% +0.000 pp USD238.66 +19.0% 43 qtrs
38 CITIGROUP INC 3.5K -281.0 (-7.5%) 984.2K -4.2K (-0.4%) 0.16% -0.013 pp 0.00% +0.000 pp USD246.04 +15.4% 43 qtrs
39 WELLS FARGO & COMPANY/MN 3.4K +678.0 (+24.6%) 976.3K +248.2K (+34.1%) 0.16% +0.031 pp 0.00% +0.000 pp USD248.50 +14.3% 44 qtrs
40 BALDWIN BROTHERS LLC/MA 3.3K -86.0 (-2.5%) 935.6K +43.8K (+4.9%) 0.15% -0.004 pp 0.06% +0.002 pp USD274.45 +3.5% 13 qtrs
41 POINT72 ASSET MANAGEMENT, L.P. 3.1K -298.0 (-8.7%) 889.1K -15.4K (-1.7%) 0.14% -0.014 pp 0.00% -0.001 pp USD248.35 +14.3% 3 qtrs
42 D. E. SHAW & CO., INC. 2.7K +2.7K (+100.0%) 777.2K +777.2K (+100.0%) 0.13% +0.125 pp 0.00% +0.000 pp USD283.96 +0.0% 7 qtrs
43 QUANTINNO CAPITAL MANAGEMENT LP 2.7K +1.2K (+81.2%) 762.7K +371.8K (+95.1%) 0.12% +0.055 pp 0.00% +0.001 pp USD267.20 +6.3% 3 qtrs
44 RFG - BRISTOL WEALTH ADVISORS, LLC 2.6K +1.4K (+126.5%) 727.6K +429.2K (+143.8%) 0.12% +0.066 pp 0.20% +0.117 pp USD270.79 +4.9% 5 qtrs
45 FRANKLIN RESOURCES INC 2.5K -160.0 (-6.0%) 715.0K +8.6K (+1.2%) 0.12% -0.007 pp 0.00% +0.000 pp USD247.69 +14.6% 5 qtrs
46 AQR CAPITAL MANAGEMENT LLC 2.3K +389.0 (+20.5%) 649.7K +148.8K (+29.7%) 0.10% +0.018 pp 0.00% +0.000 pp USD225.78 +25.8% 9 qtrs
47 CREATIVE PLANNING 2.3K +44.0 (+2.0%) 648.3K +57.7K (+9.8%) 0.10% +0.002 pp 0.00% +0.000 pp USD218.13 +30.2% 11 qtrs
48 AQUATIC CAPITAL MANAGEMENT LLC 2.2K +2.2K (+100.0%) 636.9K +636.9K (+100.0%) 0.10% +0.103 pp 0.02% +0.018 pp USD283.96 +0.0% 1 qtrs NEW
49 RHUMBLINE ADVISERS 2.1K -179.0 (-7.9%) 592.3K -5.1K (-0.9%) 0.10% -0.008 pp 0.00% +0.000 pp USD204.38 +38.9% 37 qtrs
50 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 2.1K +— (+0.0%) 590.6K +42.0K (+7.7%) 0.10% +0.000 pp 0.01% +0.000 pp USD250.58 +13.3% 3 qtrs
51 ANCORA ADVISORS, LLC 2.1K -2.5K (-54.6%) 587.2K -613.2K (-51.1%) 0.09% -0.114 pp 0.01% -0.012 pp USD194.15 +46.3% 11 qtrs
52 TREXQUANT INVESTMENT LP 2.1K +2.1K (+100.0%) 585.5K +585.5K (+100.0%) 0.09% +0.095 pp 0.01% +0.005 pp USD283.96 +0.0% 1 qtrs NEW
53 CLEAN YIELD GROUP 1.8K +— (+0.0%) 514.0K +36.5K (+7.7%) 0.08% +0.000 pp 0.14% +0.008 pp USD147.46 +92.6% 42 qtrs
54 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1.8K +— (+0.0%) 511.1K +40.6K (+8.6%) 0.08% +0.000 pp 0.04% -0.003 pp USD243.48 +16.6% 20 qtrs
55 MARBLE HARBOR INVESTMENT COUNSEL, LLC 1.8K +— (+0.0%) 498.4K +35.4K (+7.7%) 0.08% +0.000 pp 0.05% +0.005 pp USD52.93 +436.5% 59 qtrs
56 SG AMERICAS SECURITIES, LLC 1.7K +326.0 (+23.0%) 495.0K +121.0K (+32.4%) 0.08% +0.015 pp 0.00% -0.001 pp USD257.24 +10.4% 6 qtrs
57 COMMONWEALTH EQUITY SERVICES, LLC 1.7K -180.0 (-9.6%) 479.9K -13.2K (-2.7%) 0.08% -0.008 pp 0.00% +0.000 pp USD263.78 +7.7% 2 qtrs
58 SEI INVESTMENTS CO 1.6K +— (+0.0%) 452.6K +32.2K (+7.7%) 0.07% +0.000 pp 0.00% +0.000 pp USD240.89 +17.9% 6 qtrs
59 WELCH & FORBES LLC 1.5K +— (+0.0%) 433.0K +30.8K (+7.7%) 0.07% +0.000 pp 0.01% +0.000 pp USD139.77 +103.2% 38 qtrs
60 QUEST PARTNERS LLC 1.3K +— (+0.0%) 373.7K +26.6K (+7.7%) 0.06% +0.000 pp 0.02% -0.002 pp USD244.54 +16.1% 6 qtrs
61 DEUTSCHE BANK AG\ 1.3K -8.0 (-0.6%) 362.3K +23.6K (+7.0%) 0.06% 0.000 pp 0.00% +0.000 pp USD244.21 +16.3% 44 qtrs
62 FIRST NATIONAL BANK SIOUX FALLS 1.2K +— (+0.0%) 349.3K +24.8K (+7.7%) 0.06% +0.000 pp 0.10% +0.003 pp USD173.79 +63.4% 8 qtrs
63 ENVESTNET ASSET MANAGEMENT INC 1.2K -54.0 (-4.3%) 344.4K +10.2K (+3.1%) 0.06% -0.003 pp 0.00% +0.000 pp USD189.36 +50.0% 10 qtrs
64 RAYMOND JAMES FINANCIAL INC 1.2K -710.0 (-37.4%) 337.1K -163.3K (-32.6%) 0.05% -0.033 pp 0.00% 0.000 pp USD248.35 +14.3% 3 qtrs
65 ALLIANCEBERNSTEIN L.P. 1.0K -1.4K (-57.3%) 292.5K -343.2K (-54.0%) 0.05% -0.063 pp 0.00% 0.000 pp USD233.59 +21.6% 35 qtrs
66 WALLACE CAPITAL MANAGEMENT INC. 1.0K +— (+0.0%) 284.0K +20.2K (+7.7%) 0.05% +0.000 pp 0.03% +0.001 pp USD243.81 +16.5% 6 qtrs
67 PRICE T ROWE ASSOCIATES INC /MD/ 967.00 -6.0 (-0.6%) 275.0K +18.0K (+7.0%) 0.04% 0.000 pp 0.00% +0.000 pp USD263.78 +7.7% 2 qtrs
68 METLIFE INVESTMENT MANAGEMENT, LLC 935.00 +— (+0.0%) 265.5K +18.9K (+7.7%) 0.04% +0.000 pp 0.00% +0.000 pp USD239.16 +18.7% 33 qtrs
69 FIRST TRUST ADVISORS LP 861.00 -344.0 (-28.5%) 244.5K -73.4K (-23.1%) 0.04% -0.016 pp 0.00% 0.000 pp USD242.97 +16.9% 6 qtrs
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP 780.00 -884.0 (-53.1%) 221.5K -217.4K (-49.5%) 0.04% -0.041 pp 0.00% +0.000 pp USD248.70 +14.2% 5 qtrs
71 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 745.00 -31.0 (-4.0%) 211.6K +6.9K (+3.3%) 0.03% -0.001 pp 0.00% +0.000 pp USD198.19 +43.3% 7 qtrs
72 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 739.00 -61.0 (-7.6%) 209.8K -1.2K (-0.6%) 0.03% -0.003 pp 0.00% +0.000 pp USD263.78 +7.7% 2 qtrs
73 TWO SIGMA ADVISERS, LP 720.00 -3.9K (-84.3%) 204.5K -1.0M (-83.2%) 0.03% -0.178 pp 0.00% -0.002 pp USD247.73 +14.6% 10 qtrs
74 NEW YORK STATE COMMON RETIREMENT FUND 713.00 +— (+0.0%) 202.5K +14.4K (+7.7%) 0.03% +0.000 pp 0.00% +0.000 pp USD126.32 +124.8% 43 qtrs
75 ROYAL BANK OF CANADA 713.00 -87.0 (-10.9%) 202.0K -8.0K (-3.8%) 0.03% -0.004 pp 0.00% +0.000 pp USD215.76 +31.6% 36 qtrs
76 MOORS & CABOT, INC. 707.00 +707.0 (+100.0%) 200.9K +200.9K (+100.0%) 0.03% +0.032 pp 0.01% +0.009 pp USD283.96 +0.0% 37 qtrs
77 BALYASNY ASSET MANAGEMENT L.P. 705.00 +705.0 (+100.0%) 200.2K +200.2K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD283.96 +0.0% 3 qtrs
78 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 426.00 +272.0 (+176.6%) 121.0K +80.3K (+197.8%) 0.02% +0.013 pp 0.03% +0.001 pp USD276.66 +2.6% 2 qtrs
79 FMR LLC 423.00 -289.0 (-40.6%) 120.2K -67.7K (-36.0%) 0.02% -0.013 pp 0.00% +0.000 pp USD228.57 +24.2% 49 qtrs
80 QUANTBOT TECHNOLOGIES LP 397.00 -3.9K (-90.8%) 112.7K -1.0M (-90.1%) 0.02% -0.180 pp 0.00% -0.027 pp USD241.32 +17.7% 11 qtrs
81 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 390.00 +— (+0.0%) 110.7K +7.9K (+7.7%) 0.02% +0.000 pp 0.00% +0.000 pp USD254.14 +11.7% 5 qtrs
82 BNP PARIBAS ARBITRAGE, SNC 383.00 +14.0 (+3.8%) 108.8K +11.4K (+11.7%) 0.02% +0.001 pp 0.00% +0.000 pp USD241.79 +17.4% 43 qtrs
83 FLAGSHIP HARBOR ADVISORS, LLC 359.00 +359.0 (+100.0%) 102.0K +102.0K (+100.0%) 0.02% +0.017 pp 0.00% +0.005 pp USD283.96 +0.0% 1 qtrs NEW
84 KESTRA ADVISORY SERVICES, LLC 300.00 +300.0 (+100.0%) 85.2K +85.2K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD283.96 +0.0% 1 qtrs NEW
85 ROCKEFELLER CAPITAL MANAGEMENT L.P. 257.00 -375.0 (-59.3%) 73.0K -93.7K (-56.2%) 0.01% -0.017 pp 0.00% 0.000 pp USD263.78 +7.7% 2 qtrs
86 QUADRANT CAPITAL GROUP LLC 223.00 -7.0 (-3.0%) 63.3K +2.7K (+4.4%) 0.01% 0.000 pp 0.00% 0.000 pp USD263.78 +7.7% 13 qtrs
87 PINNACLE WEALTH PLANNING SERVICES, INC. 208.00 +208.0 (+100.0%) 59.1K +59.1K (+100.0%) 0.01% +0.010 pp 0.01% +0.006 pp USD283.96 +0.0% 1 qtrs NEW
88 US BANCORP \DE\ 206.00 +— (+0.0%) 58.5K +4.2K (+7.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD148.27 +91.5% 49 qtrs
89 COMERICA BANK 153.00 +153.0 (+100.0%) 43.4K +43.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD283.95 +0.0% 1 qtrs NEW
90 AMERITAS INVESTMENT PARTNERS, INC. 147.00 +— (+0.0%) 41.7K +3.0K (+7.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD179.87 +57.9% 36 qtrs
91 LEGAL & GENERAL GROUP PLC 145.00 -3.0 (-2.0%) 41.2K +2.1K (+5.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD274.57 +3.4% 39 qtrs
92 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 125.00 +— (+0.0%) 35.5K +2.5K (+7.6%) 0.01% +0.000 pp 0.01% +0.001 pp USD190.26 +49.2% 48 qtrs
93 RESOURCES MANAGEMENT CORP /CT/ /ADV 125.00 +— (+0.0%) 35.0K +2.0K (+6.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD237.80 +19.4% 4 qtrs
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 103.00 +6.0 (+6.2%) 29.2K +3.7K (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD264.94 +7.2% 43 qtrs
95 PARALLEL ADVISORS, LLC 95.00 -1.0 (-1.0%) 27.0K +1.7K (+6.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD185.31 +53.2% 7 qtrs
96 STERLING CAPITAL MANAGEMENT LLC 89.00 -18.0 (-16.8%) 25.3K -3.0K (-10.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD258.74 +9.7% 6 qtrs
97 CWM, LLC 82.00 +19.0 (+30.2%) 23.0K +6.0K (+35.3%) 0.00% +0.001 pp 0.00% +0.000 pp USD260.61 +9.0% 7 qtrs
98 SACHETTA, LLC 56.00 +— (+0.0%) 15.9K +1.2K (+7.9%) 0.00% +0.000 pp 0.01% +0.003 pp USD194.25 +46.2% 9 qtrs
99 AMALGAMATED BANK 52.00 +1.0 (+2.0%) 15.0K +2.0K (+15.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD323.42 -12.2% 16 qtrs
100 TOWER RESEARCH CAPITAL LLC (TRC) 52.00 -59.0 (-53.2%) 14.8K -14.5K (-49.6%) 0.00% -0.003 pp 0.00% -0.001 pp USD244.13 +16.3% 24 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 76 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Opus Small Cap Value ETF OSCV 1.12% 7.65M 0.79%
2 State Street SPDR S&P Regional Banking ETF KRE 0.30% 14.99M 0.35%
3 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.26% 233.9K 0.63%
4 Barron's 400SM ETF BFOR 0.24% 546.9K 0.65%
5 iShares Micro-Cap ETF IWC 0.11% 1.59M 0.60%
6 Direxion Daily Regional Banks Bull 3X ETF DPST 0.07% 286.5K 0.92%
7 U.S. Micro Cap Portfolio ETF DFMC 0.05% 4.13M 0.43%
8 Vanguard Global Momentum Factor ETF VMO.TO 0.04% 138.0K 0.38%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 979.8K 0.25%
10 iShares Russell 2000 Value ETF IWN 0.03% 4.21M 0.24%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
836.6K
Shares Outstanding
2.18M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Robert H. Gaughen Jr. Chairman & Chief Executive Officer 2M male
Patrick Robert Gaughen President, Chief Operating Officer & Director 1M male
Cristian A. Melej Vice President & Chief Financial Officer 580.8K male
Shawn T. Sullivan Vice President of Commercial Lending 449.4K male
Daniel Bagley Vice President & Chief Information Officer 380.7K male
Holly Cirignano Vice President & Chief of Staff 315.0K female
Jacqueline Youngworth Clerk of the Board & Independent Director 83.1K female
Jeremy Martin Vice President & Chief Compliance Officer male
Eileen Trainor Vice President & Treasurer female
ESG Score History

No data available for this company.

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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits