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Preferred Bank (PFBC)

USD107.17 +1.32 (+1.24%)
US NASDAQ Financial Services Banks - Regional
Address 601 South Figueroa Street 90017
Los Angeles, CA, US
CEO Li Yu
IPO 1999-08-19
CIK 1492165 ISIN US7403674044

Explore sections of this company profile

Description

Preferred Bank offers a wide array of commercial banking products and services throughout the United States. Its primary clients include small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, various professionals, and high-net-worth individuals. The institution provides diverse deposit options, such as checking, savings, and money market accounts. They also feature fixed-rate and fixed-maturity certificates of deposit for both retail and non-retail clients, along with individual retirement accounts. On the lending side, Preferred Bank extends real estate mortgage loans secured by a variety of properties, including retail, industrial, office, special purpose, and residential (single and multi-family) assets. They also finance real estate construction projects and offer commercial loans like working capital lines of credit, term loans for capital expenditures, and both commercial and standby letters of credit, in addition to SBA loans. Furthermore, the bank provides extensive trade finance solutions. These encompass commercial and export letters of credit, import lines of credit, international wire transfers, documentary collections, acceptance/trust receipt financing products, export financing, and bills purchase programs. Specialized high-wealth banking services are available for affluent individuals residing in the Pacific Rim region. The bank also supports modern financial management through remote deposit capture, as well as online and mobile banking platforms. Dedicated banking services are provided to professionals such as physicians, accountants, attorneys, and business managers. Manufacturing, service, and distribution companies can benefit from safe deposit boxes, account reconciliation, courier services, and comprehensive cash management solutions. As of December 31, 2021, Preferred Bank operated eleven full-service branch locations across California, including Alhambra, Century City, City of Industry, Torrance, Arcadia, Irvine, Diamond Bar, Pico Rivera, Tarzana, and San Francisco. An additional branch is situated in Flushing, New York. The bank was established in 1991 and maintains its headquarters in Los Angeles, California.

News Sentiment (7d)
44 Neutral

Based on only 2 articles — low confidence

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
USD107.17 +1.32 (+1.24%)
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Volume Profile
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Liquidity & share structure
Average Volume
114.6K
Beta
0.54
Float Shares
10.84M
Free Float %
91.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.75% +0.79% +1.15% +9.23% +1.49% +1.47% +15.64% +107.76% +39.07% +191.07% +342.18%
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

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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 (10 ratings, all time) Buy
Price Targets & DCF
Current price
107.17
Low 93.00 -13.2%
Consensus 102.00 -4.8%
Median 102.00 -4.8%
High 111.00 +3.6%
DCF (Unlevered) 278.64 +160.0%
DCF (Levered) 335.32 +212.9%

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) 20% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 4
106.75
-0.4%
All Time 8
101.38
-5.4%
Quality scores
Altman Z-Score
0.52
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    -4.1% Q1'26: +1.9% (vs Q1'25)
  • EPS growth
    +7.9% Q1'26: +13.5% (vs Q1'25)
  • FCF margin
    Q1'26: +36.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +36.9% (vs Q1'25)
  • ROIC
    Q1'26: +35.8% (vs Q1'25)
  • Share dilution
    -5.3% Q1'26: -8.6% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 2.15× (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 (0.56) × ERP
WACC = 76% × Ke + 24% × Kd (56.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 278.64 Current price: 107.17
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 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
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
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Revenue
22.04M
est: 9.71M (+126.9%)
93.29M
est: 9.72M (+859.8%)
115.70M
est: 10.44M (+1,007.8%)
90.90M
est: 32.63M (+178.6%)
65.35M
est: 43.61M (+49.9%)
42.00M
est: 16.83M (+149.5%)
48.25M
est: 11.82M (+308.3%)
56.45M
est: 10.26M (+450.4%)
72.95M
est: 8.31M (+777.4%)
85.07M
est: 9.39M (+805.5%)
99.07M
est: 87.56M (+13.1%)
127.55M
est: 108.31M (+17.8%)
162.86M
est: 136.03M (+19.7%)
203.95M
est: 159.59M (+27.8%)
232.97M
est: 172.31M (+35.2%)
220.32M
est: 179.42M (+22.8%)
218.78M
est: 195.81M (+11.7%)
301.43M
est: 254.71M (+18.3%)
481.76M
est: 263.71M (+82.7%)
520.43M
est: 283.35M (+83.7%)
499.04M
est: 287.04M (+73.9%)
294.57M
294.17M – 295.17M
+2.6% YoY
316.60M
310.15M – 322.99M
+7.5% YoY
EBITDA
28.79M
est: 4.79M (+500.8%)
40.20M
est: 4.79M (+738.5%)
44.64M
est: 5.15M (+766.4%)
-9.11M
est: 16.09M (-156.6%)
-79.55M
est: -91.15M (+12.7%)
-16.62M
est: 10.55M (-257.5%)
7.92M
est: 5.83M (+35.9%)
3.94M
est: 5.06M (-22.1%)
32.18M
est: 4.10M (+684.6%)
41.33M
est: 4.63M (+791.9%)
50.85M
est: 58.95M (-13.7%)
60.63M
est: 74.25M (-18.3%)
81.47M
est: 100.63M (-19.0%)
99.65M
est: 142.41M (-30.0%)
112.75M
est: 171.72M (-34.3%)
98.77M
est: 118.17M (-16.4%)
135.72M
est: 155.10M (-12.5%)
181.09M
est: 171.81M (+5.4%)
211.57M
est: 126.47M (+67.3%)
186.18M
est: 135.89M (+37.0%)
189.55M
est: 137.66M (+37.7%)
141.27M
141.08M – 141.55M
+2.6% YoY
151.84M
148.74M – 154.90M
+7.5% YoY
EBIT
28.21M
est: 4.73M (+496.3%)
39.89M
est: 4.73M (+742.6%)
45.14M
est: 5.09M (+787.4%)
-9.89M
est: -35.06M (+71.8%)
-80.66M
est: -158.98M (+49.3%)
-17.51M
est: -9.75M (-79.6%)
7.19M
est: 5.75M (+24.9%)
3.29M
est: 2.46M (+33.8%)
31.49M
est: 4.05M (+677.7%)
40.85M
est: 4.58M (+792.8%)
50.23M
est: 47.95M (+4.7%)
59.70M
est: 55.91M (+6.8%)
80.48M
est: 74.00M (+8.8%)
98.70M
est: 77.72M (+27.0%)
111.41M
est: 83.92M (+32.8%)
96.86M
est: 87.38M (+10.8%)
133.83M
est: 95.36M (+40.3%)
179.20M
est: 124.05M (+44.5%)
209.85M
est: 125.27M (+67.5%)
184.03M
est: 134.61M (+36.7%)
189.55M
est: 136.36M (+39.0%)
139.93M
139.74M – 140.22M
+2.6% YoY
150.40M
147.34M – 153.44M
+7.5% YoY
Net Income
16.83M
est: 16.17M (+4.0%)
23.35M
est: 22.48M (+3.9%)
26.47M
est: 27.19M (-2.7%)
-5.01M
est: -29.08M (+82.8%)
-72.54M
est: -127.10M (+42.9%)
-16.81M
est: -9.15M (-83.8%)
12.23M
est: 26.10M (-53.1%)
23.87M
est: 28.79M (-17.1%)
19.20M
est: 15.23M (+26.1%)
24.59M
est: 22.77M (+8.0%)
29.74M
est: 28.39M (+4.8%)
36.37M
est: 34.04M (+6.9%)
43.39M
est: 40.08M (+8.3%)
70.99M
est: 71.69M (-1.0%)
78.37M
est: 76.97M (+1.8%)
69.47M
est: 58.88M (+18.0%)
95.24M
est: 91.72M (+3.8%)
128.85M
est: 103.51M (+24.5%)
150.04M
est: 133.37M (+12.5%)
130.66M
est: 125.72M (+3.9%)
133.63M
est: 133.09M (+0.4%)
136.73M
134.86M – 138.60M
+2.7% YoY
143.97M
141.58M – 146.36M
+5.3% YoY
SGA
10.25M
est: 1.47M (+597.2%)
12.67M
est: 1.47M (+760.8%)
12.28M
est: 1.58M (+676.5%)
10.25M
est: 28.38M (-63.9%)
9.08M
est: 13.72M (-33.9%)
10.96M
est: 13.24M (-17.2%)
12.55M
est: 1.79M (+601.6%)
13.97M
est: 1.55M (+799.8%)
17.78M
est: 1.26M (+1,312.5%)
19.63M
est: 1.42M (+1,280.4%)
22.67M
est: 22.25M (+1.9%)
28.08M
est: 27.22M (+3.1%)
32.26M
est: 30.63M (+5.3%)
37.02M
est: 38.14M (-2.9%)
41.50M
est: 41.58M (-0.2%)
40.13M
est: 35.71M (+12.4%)
43.17M
est: 43.50M (-0.8%)
49.42M
est: 47.30M (+4.5%)
52.05M
est: 37.38M (+39.3%)
54.90M
est: 40.16M (+36.7%)
66.82M
est: 40.69M (+64.2%)
41.75M
41.70M – 41.84M
+2.6% YoY
44.88M
43.96M – 45.78M
+7.5% YoY
EPS
8.60
est: 7.63 (+12.7%)
11.45
est: 10.28 (+11.4%)
12.80
est: 13.36 (-4.2%)
-2.55
est: 2.25 (-213.3%)
-31.50
est: -8.16 (-286.0%)
-6.21
est: -4.21 (-47.7%)
0.93
est: -0.10 (+1,030.0%)
1.80
est: 0.13 (+1,284.6%)
1.45
est: 0.95 (+52.6%)
1.83
est: 1.53 (+19.6%)
2.17
est: 2.14 (+1.6%)
2.58
est: 2.52 (+2.6%)
2.97
est: 3.34 (-11.1%)
4.64
est: 4.66 (-0.5%)
5.16
est: 5.12 (+0.9%)
4.65
est: 4.44 (+4.8%)
6.41
est: 6.38 (+0.5%)
8.84
est: 8.57 (+3.1%)
10.64
est: 10.37 (+2.6%)
9.80
est: 9.80 (+0.0%)
10.61
est: 10.36 (+2.4%)
10.63
10.51 – 10.80
+2.6% YoY
11.21
11.03 – 11.40
+5.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 Piper Sandler Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-27 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-26 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-22 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-21 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-20 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-19 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-18 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-15 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-14 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-13 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-12 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-11 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-08 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-07 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-06 A- 4/5 5/5 5/5 4/5 2/5 3/5 2/5
2026-05-05 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-05-04 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-05-01 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-30 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-29 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-28 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-27 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-24 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-23 A 4/5 5/5 5/5 5/5 2/5 4/5 2/5
2026-04-22 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
155.13M
OE per share TTM
11.77
Owner's Yield
13.37%
Maintenance CapEx ratio
3.55%
Maint CapEx / Avg PPE
8.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
204
Total invested
919.03M
Insider transactions (90d)
0
Beneficial owners (>5%)
9
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. 1.40M 9.70% 1.38M 1.40M HC Delaware 2023-01-24
2 52-0556948 1.25M 8.10% 227.6K 1.25M IA Maryland 2019-02-14
3 85-4328500 1.04M 7.30% 321.3K 1.04M IA Maryland 2023-02-14
4 The Vanguard Group - 23-1945930 867.8K 5.80% 14.8K 842.3K 25.6K IA Pennsylvania For 2022-02-10
5 Nuveen Asset Management, LLC       27-4357327 735.5K 4.92% 735.5K 735.5K IA Delaware 2020-02-14
6 30-0447847 674.2K 5.00% 650.7K 674.2K IA Delaware 2024-10-31
7 Nuveen Asset Management, LLC                 27-4357327 532.7K 3.57% 532.7K 532.7K IA Delaware 2021-02-12
8 TIAA-CREF Investment Management, LLC 38.9K 0.26% 38.9K 38.9K IA Delaware 2021-02-12
9 Teachers Advisors, LLC 36.1K 0.24% 36.1K 36.1K IA Delaware 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
204
-12 vs prev Q
New positions
24
Closed positions
37
Increased
100
Reduced
76
Put/Call ratio
0.00
Calls held
2.4K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.21M -4.3K (-0.4%) 113.92M +4.5M (+4.1%) 9.88% +0.447 pp 0.00% +0.000 pp USD80.25 +17.7% 6 qtrs
2 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.05M -93.5K (-8.2%) 98.74M -4.2M (-4.1%) 8.56% -0.312 pp 0.06% -0.001 pp USD66.49 +42.0% 14 qtrs
3 VANGUARD GROUP INC 837.9K -31.7K (-3.6%) 79.12M +516.7K (+0.7%) 6.86% +0.086 pp 0.00% +0.000 pp USD42.53 +122.0% 59 qtrs
4 DIMENSIONAL FUND ADVISORS LP 586.3K -14.7K (-2.4%) 55.37M +1.0M (+1.9%) 4.66% -0.028 pp 0.01% +0.000 pp USD39.01 +142.1% 51 qtrs
5 STATE STREET CORP 541.2K -13.6K (-2.4%) 51.11M +959.7K (+1.9%) 4.43% +0.110 pp 0.00% +0.000 pp USD56.44 +67.3% 51 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 494.8K +16.3K (+3.4%) 46.73M +3.5M (+8.0%) 4.05% +0.324 pp 0.01% +0.000 pp USD70.89 +33.2% 55 qtrs
7 BOSTON PARTNERS 492.9K -35.6K (-6.7%) 46.63M -1.1M (-2.3%) 3.91% -0.205 pp 0.05% -0.001 pp USD69.79 +35.3% 20 qtrs
8 AMERICAN CENTURY COMPANIES INC 366.3K +28.5K (+8.4%) 34.59M +4.1M (+13.3%) 3.00% +0.368 pp 0.02% +0.002 pp USD80.44 +17.4% 23 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 361.3K -1.0K (-0.3%) 34.12M +1.4M (+4.2%) 2.96% +0.136 pp 0.00% +0.000 pp USD51.09 +84.8% 59 qtrs
10 NUVEEN, LLC 356.1K +18.3K (+5.4%) 33.62M +3.1M (+10.1%) 2.92% +0.284 pp 0.01% +0.001 pp USD84.21 +12.1% 4 qtrs
11 MORGAN STANLEY 211.8K -28.1K (-11.7%) 20.00M -1.7M (-7.8%) 1.74% -0.134 pp 0.00% 0.000 pp USD70.87 +33.2% 50 qtrs
12 GOLDMAN SACHS GROUP INC 206.6K +33.1K (+19.1%) 19.51M +3.8M (+24.4%) 1.69% +0.340 pp 0.00% +0.001 pp USD76.04 +24.2% 40 qtrs
13 KENNEDY CAPITAL MANAGEMENT LLC 199.4K +33.2K (+19.9%) 18.83M +3.8M (+25.3%) 1.63% +0.338 pp 0.40% +0.067 pp USD85.44 +10.5% 8 qtrs
14 HSBC HOLDINGS PLC 144.6K +28.3K (+24.3%) 13.96M +3.5M (+33.6%) 1.18% +0.278 pp 0.01% +0.001 pp USD77.40 +22.0% 19 qtrs
15 NORTHERN TRUST CORP 144.1K -9.4K (-6.1%) 13.61M -264.2K (-1.9%) 1.18% -0.016 pp 0.00% +0.000 pp USD36.64 +157.7% 51 qtrs
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 138.9K +590.0 (+0.4%) 13.12M +614.6K (+4.9%) 1.14% +0.060 pp 0.04% +0.001 pp USD67.58 +39.7% 21 qtrs
17 PHOCAS FINANCIAL CORP. 129.9K -312.0 (-0.2%) 12.26M +496.5K (+4.2%) 1.06% +0.049 pp 1.60% +0.069 pp USD53.87 +75.3% 35 qtrs
18 QUBE RESEARCH & TECHNOLOGIES LTD 126.3K +51.6K (+69.2%) 11.92M +5.2M (+76.7%) 1.03% +0.453 pp 0.01% +0.005 pp USD90.11 +4.8% 9 qtrs
19 BANK OF NEW YORK MELLON CORP 124.2K -8.6K (-6.5%) 11.73M -272.6K (-2.3%) 0.99% -0.048 pp 0.00% 0.000 pp USD51.24 +84.3% 55 qtrs
20 STIEVEN CAPITAL ADVISORS, L.P. 117.9K -300.0 (-0.3%) 11.14M +449.3K (+4.2%) 0.97% +0.045 pp 2.06% +0.050 pp USD43.36 +117.8% 58 qtrs
21 TWO SIGMA INVESTMENTS, LP 106.5K +1.2K (+1.2%) 10.06M +539.7K (+5.7%) 0.87% +0.052 pp 0.01% +0.000 pp USD82.81 +14.0% 20 qtrs
22 INVESCO LTD. 101.9K +28.5K (+38.7%) 9.63M +3.0M (+44.9%) 0.83% +0.262 pp 0.00% +0.000 pp USD81.19 +16.3% 55 qtrs
23 DANA INVESTMENT ADVISORS, INC. 80.7K -188.0 (-0.2%) 7.62M +308.9K (+4.2%) 0.66% +0.031 pp 0.22% +0.008 pp USD75.68 +24.8% 16 qtrs
24 MILLENNIUM MANAGEMENT LLC 76.0K -63.4K (-45.5%) 7.17M -5.4M (-43.1%) 0.62% -0.464 pp 0.00% -0.002 pp USD75.92 +24.4% 23 qtrs
25 PRINCIPAL FINANCIAL GROUP INC 70.0K +3.9K (+5.9%) 6.61M +633.4K (+10.6%) 0.57% +0.058 pp 0.00% +0.000 pp USD55.12 +71.3% 35 qtrs
26 CITADEL ADVISORS LLC 67.4K +45.8K (+211.1%) 6.37M +4.4M (+225.0%) 0.55% +0.383 pp 0.00% +0.001 pp USD91.26 +3.5% 21 qtrs
27 PROSHARE ADVISORS LLC 65.2K -2.3K (-3.4%) 6.16M +57.0K (+0.9%) 0.53% +0.008 pp 0.01% -0.002 pp USD80.31 +17.6% 6 qtrs
28 MALTESE CAPITAL MANAGEMENT LLC 64.8K -7.7K (-10.6%) 6.12M -435.3K (-6.6%) 0.53% -0.034 pp 1.09% +0.093 pp USD58.90 +60.3% 51 qtrs
29 TWO SIGMA ADVISERS, LP 62.8K -2.3K (-3.5%) 5.93M +45.8K (+0.8%) 0.51% +0.007 pp 0.01% 0.000 pp USD73.60 +28.3% 50 qtrs
30 UBS GROUP AG 58.3K -25.0K (-30.0%) 5.51M -2.0M (-26.9%) 0.48% -0.172 pp 0.00% 0.000 pp USD85.15 +10.9% 37 qtrs
31 PUBLIC SECTOR PENSION INVESTMENT BOARD 55.8K -611.0 (-1.1%) 5.27M +170.0K (+3.3%) 0.46% +0.017 pp 0.02% -0.001 pp USD73.52 +28.4% 30 qtrs
32 DE LISLE PARTNERS LLP 54.7K +— (+0.0%) 5.16M +225.8K (+4.6%) 0.43% +0.008 pp 0.66% +0.057 pp USD79.73 +18.4% 8 qtrs
33 FMR LLC 52.0K +10.0K (+23.8%) 4.91M +1.1M (+29.3%) 0.43% +0.099 pp 0.00% +0.000 pp USD85.38 +10.6% 40 qtrs
34 FIRST TRUST ADVISORS LP 51.1K -11.1K (-17.8%) 4.83M -792.8K (-14.1%) 0.42% -0.066 pp 0.00% -0.001 pp USD74.36 +27.0% 42 qtrs
35 DENALI ADVISORS LLC 50.6K +16.4K (+48.0%) 4.78M +1.7M (+54.6%) 0.41% +0.148 pp 0.53% +0.181 pp USD91.70 +3.0% 7 qtrs
36 RENAISSANCE TECHNOLOGIES LLC 49.8K -24.8K (-33.3%) 4.70M -2.0M (-30.3%) 0.41% -0.174 pp 0.01% -0.002 pp USD54.41 +73.6% 58 qtrs
37 JPMORGAN CHASE & CO 45.5K +2.1K (+4.7%) 4.30M +369.4K (+9.4%) 0.37% +0.034 pp 0.00% +0.000 pp USD72.40 +30.4% 51 qtrs
38 PRICE T ROWE ASSOCIATES INC /MD/ 40.1K -40.0 (-0.1%) 3.79M +159.0K (+4.4%) 0.33% +0.016 pp 0.00% +0.000 pp USD53.57 +76.3% 59 qtrs
39 KESTREL INVESTMENT MANAGEMENT CORP 40.1K -1.4K (-3.4%) 3.78M +35.0K (+0.9%) 0.33% +0.005 pp 2.14% +0.032 pp USD76.31 +23.7% 8 qtrs
40 TREXQUANT INVESTMENT LP 38.8K +33.0K (+572.5%) 3.66M +3.1M (+602.6%) 0.32% +0.273 pp 0.03% +0.027 pp USD93.83 +0.6% 11 qtrs
41 AMERIPRISE FINANCIAL INC 38.7K -1.7K (-4.3%) 3.65M +825.0 (+0.0%) 0.32% +0.002 pp 0.00% +0.000 pp USD63.08 +49.7% 40 qtrs
42 FEDERATED HERMES, INC. 36.8K +6.9K (+22.9%) 3.48M +768.7K (+28.4%) 0.29% +0.059 pp 0.01% +0.001 pp USD68.20 +38.5% 50 qtrs
43 NEW YORK STATE COMMON RETIREMENT FUND 35.0K +3.7K (+11.7%) 3.30M +471.2K (+16.6%) 0.28% +0.034 pp 0.00% +0.001 pp USD72.73 +29.8% 43 qtrs
44 RHUMBLINE ADVISERS 34.1K -5.6K (-14.0%) 3.22M -366.2K (-10.2%) 0.28% -0.030 pp 0.00% 0.000 pp USD51.95 +81.8% 55 qtrs
45 MARSHALL WACE, LLP 33.6K +30.9K (+1,143.3%) 3.17M +2.9M (+1,198.9%) 0.27% +0.254 pp 0.00% +0.003 pp USD94.11 +0.3% 2 qtrs
46 ROYAL BANK OF CANADA 33.5K -20.1K (-37.5%) 3.17M -1.7M (-34.7%) 0.27% -0.143 pp 0.00% 0.000 pp USD63.48 +48.8% 44 qtrs
47 AZORA CAPITAL LP 32.9K +32.9K (+100.0%) 3.11M +3.1M (+100.0%) 0.27% +0.269 pp 0.20% +0.196 pp USD94.43 +0.0% 1 qtrs NEW
48 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 31.1K -1.2K (-3.7%) 2.93M +17.1K (+0.6%) 0.25% -0.005 pp 0.02% 0.000 pp USD58.83 +60.5% 12 qtrs
49 FRANKLIN RESOURCES INC 30.9K +941.0 (+3.1%) 2.92M +210.1K (+7.7%) 0.25% +0.012 pp 0.00% +0.000 pp USD68.18 +38.5% 11 qtrs
50 BANK OF AMERICA CORP /DE/ 29.4K -9.8K (-24.9%) 2.78M -763.6K (-21.6%) 0.24% -0.064 pp 0.00% +0.000 pp USD79.12 +19.4% 52 qtrs
51 VOLORIDGE INVESTMENT MANAGEMENT, LLC 28.9K -12.7K (-30.4%) 2.73M -1.0M (-27.3%) 0.24% -0.087 pp 0.01% -0.003 pp USD77.86 +21.3% 10 qtrs
52 LEGAL & GENERAL GROUP PLC 28.8K -1.4K (-4.8%) 2.72M -14.1K (-0.5%) 0.23% -0.007 pp 0.00% +0.000 pp USD57.72 +63.6% 46 qtrs
53 AQR CAPITAL MANAGEMENT LLC 27.1K -4.0K (-12.8%) 2.56M -251.3K (-8.9%) 0.22% -0.020 pp 0.00% -0.001 pp USD68.68 +37.5% 43 qtrs
54 TUDOR INVESTMENT CORP ET AL 25.8K -2.1K (-7.4%) 2.44M -83.2K (-3.3%) 0.21% -0.006 pp 0.00% +0.000 pp USD85.31 +10.7% 8 qtrs
55 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 24.4K +21.3K (+675.6%) 2.39M +2.1M (+741.7%) 0.20% +0.175 pp 0.00% +0.003 pp USD93.39 +1.1% 5 qtrs
56 ROYCE & ASSOCIATES LP 25.2K +202.0 (+0.8%) 2.38M +120.1K (+5.3%) 0.20% +0.005 pp 0.02% +0.002 pp USD64.15 +47.2% 28 qtrs
57 JANE STREET GROUP, LLC 23.8K -7.1K (-22.9%) 2.24M -541.4K (-19.4%) 0.19% -0.046 pp 0.00% 0.000 pp USD81.97 +15.2% 15 qtrs
58 PRUDENTIAL FINANCIAL INC 23.7K +12.1K (+103.5%) 2.24M +1.2M (+112.6%) 0.19% +0.103 pp 0.00% +0.002 pp USD74.97 +26.0% 50 qtrs
59 SEGALL BRYANT & HAMILL, LLC 23.3K +23.3K (+100.0%) 2.20M +2.2M (+100.0%) 0.19% +0.191 pp 0.03% +0.030 pp USD94.43 +0.0% 7 qtrs
60 SWISS NATIONAL BANK 23.2K +300.0 (+1.3%) 2.19M +120.8K (+5.8%) 0.18% +0.006 pp 0.00% +0.000 pp USD43.97 +114.8% 41 qtrs
61 HRT FINANCIAL LP 22.5K +3.3K (+17.3%) 2.13M +391.0K (+22.5%) 0.18% +0.035 pp 0.01% +0.000 pp USD88.64 +6.5% 6 qtrs
62 BARCLAYS PLC 22.1K -5.3K (-19.3%) 2.09M -111.4K (-5.1%) 0.18% -0.033 pp 0.00% 0.000 pp USD75.73 +24.7% 51 qtrs
63 QUEST PARTNERS LLC 21.8K +8.5K (+63.8%) 2.06M +854.2K (+71.1%) 0.17% +0.069 pp 0.12% +0.037 pp USD89.11 +6.0% 9 qtrs
64 UBS ASSET MANAGEMENT AMERICAS INC 20.3K +1.9K (+10.6%) 1.92M +258.2K (+15.6%) 0.16% +0.018 pp 0.00% +0.000 pp USD76.90 +22.8% 36 qtrs
65 JACKSON CREEK INVESTMENT ADVISORS LLC 18.6K +18.6K (+100.0%) 1.75M +1.8M (+100.0%) 0.15% +0.148 pp 0.52% +0.518 pp USD94.43 +0.0% 1 qtrs NEW
66 POINT72 ASSET MANAGEMENT, L.P. 17.6K +11.7K (+198.1%) 1.66M +1.1M (+211.4%) 0.14% +0.098 pp 0.00% +0.001 pp USD90.41 +4.4% 9 qtrs
67 SQUAREPOINT OPS LLC 16.2K +7.9K (+93.7%) 1.53M +775.1K (+102.4%) 0.13% +0.068 pp 0.00% +0.001 pp USD86.74 +8.9% 17 qtrs
68 D. E. SHAW & CO., INC. 15.3K -4.6K (-23.0%) 1.45M -353.2K (-19.6%) 0.13% -0.030 pp 0.00% 0.000 pp USD83.91 +12.5% 7 qtrs
69 SEI INVESTMENTS CO 15.1K +4.3K (+39.9%) 1.42M +448.9K (+46.1%) 0.12% +0.039 pp 0.00% +0.000 pp USD80.50 +17.3% 24 qtrs
70 FISHER ASSET MANAGEMENT, LLC 14.8K -997.0 (-6.3%) 1.40M -30.3K (-2.1%) 0.12% -0.006 pp 0.00% +0.000 pp USD86.99 +8.6% 5 qtrs
71 BRIDGEWAY CAPITAL MANAGEMENT, LLC 14.2K -1.0K (-6.6%) 1.34M -33.1K (-2.4%) 0.12% -0.002 pp 0.03% -0.001 pp USD65.43 +44.3% 11 qtrs
72 WINTON GROUP LTD 14.1K +150.0 (+1.1%) 1.33M +70.7K (+5.6%) 0.11% +0.003 pp 0.05% -0.001 pp USD80.10 +17.9% 32 qtrs
73 VIRGINIA RETIREMENT SYSTEMS ET AL 14.1K -3.4K (-19.4%) 1.33M -250.3K (-15.8%) 0.12% -0.021 pp 0.01% -0.002 pp USD84.01 +12.4% 4 qtrs
74 ENVESTNET ASSET MANAGEMENT INC 14.0K -168.0 (-1.2%) 1.32M +41.3K (+3.2%) 0.11% +0.004 pp 0.00% +0.000 pp USD71.94 +31.3% 16 qtrs
75 HENNION & WALSH ASSET MANAGEMENT, INC. 13.7K +991.0 (+7.8%) 1.29M +144.8K (+12.6%) 0.11% +0.013 pp 0.04% +0.003 pp USD85.53 +10.4% 4 qtrs
76 RUSSELL INVESTMENTS GROUP, LTD. 13.6K -513.0 (-3.6%) 1.28M +8.4K (+0.7%) 0.11% +0.001 pp 0.00% +0.000 pp USD60.13 +57.0% 37 qtrs
77 CITIGROUP INC 13.5K -565.0 (-4.0%) 1.27M +3.4K (+0.3%) 0.11% +0.001 pp 0.00% +0.000 pp USD68.66 +37.5% 54 qtrs
78 WELLS FARGO & COMPANY/MN 13.4K +4.2K (+45.5%) 1.27M +434.5K (+52.0%) 0.11% +0.038 pp 0.00% +0.000 pp USD76.04 +24.2% 47 qtrs
79 ALLIANCEBERNSTEIN L.P. 13.3K +— (+0.0%) 1.26M +53.8K (+4.5%) 0.11% +0.005 pp 0.00% +0.000 pp USD57.40 +64.5% 58 qtrs
80 VIRTU FINANCIAL LLC 12.3K +12.3K (+100.0%) 1.17M +1.2M (+100.0%) 0.10% +0.101 pp 0.05% +0.045 pp USD94.43 +0.0% 5 qtrs
81 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 11.1K -252.0 (-2.2%) 1.05M +22.0K (+2.1%) 0.09% +0.002 pp 0.00% +0.000 pp USD57.29 +64.8% 30 qtrs
82 DEUTSCHE BANK AG\ 11.0K +505.0 (+4.8%) 1.04M +90.1K (+9.5%) 0.09% +0.008 pp 0.00% +0.000 pp USD83.34 +13.3% 50 qtrs
83 Y-INTERCEPT (HONG KONG) LTD 11.0K +6.9K (+167.9%) 1.04M +667.2K (+179.9%) 0.09% +0.055 pp 0.02% +0.014 pp USD92.92 +1.6% 2 qtrs
84 GREAT WEST LIFE ASSURANCE CO /CAN/ 10.9K -5.3K (-32.5%) 1.03M -433.0K (-29.7%) 0.09% -0.037 pp 0.00% 0.000 pp USD67.95 +39.0% 35 qtrs
85 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 10.7K +10.7K (+100.0%) 1.01M +1.0M (+100.0%) 0.09% +0.087 pp 0.03% +0.034 pp USD94.43 +0.0% 1 qtrs NEW
86 UNISON ADVISORS LLC 10.7K +89.0 (+0.8%) 1.01M +51.1K (+5.3%) 0.09% +0.005 pp 0.09% +0.001 pp USD57.06 +65.5% 11 qtrs
87 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10.7K -1.3K (-10.5%) 1.01M -70.5K (-6.6%) 0.09% -0.006 pp 0.00% 0.000 pp USD24.06 +292.5% 52 qtrs
88 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 10.3K -480.0 (-4.5%) 968.4K -2.0K (-0.2%) 0.08% +0.000 pp 0.00% 0.000 pp USD79.43 +18.9% 8 qtrs
89 RAFFERTY ASSET MANAGEMENT, LLC 10.2K -3.4K (-24.9%) 962.0K -263.5K (-21.5%) 0.08% -0.022 pp 0.00% -0.001 pp USD70.30 +34.3% 20 qtrs
90 WEDGE CAPITAL MANAGEMENT L L P/NC 10.0K -87.0 (-0.9%) 941.6K +32.4K (+3.6%) 0.08% +0.003 pp 0.02% +0.002 pp USD63.62 +48.4% 11 qtrs
91 NEWEDGE WEALTH, LLC 9.5K +1.0K (+11.9%) 897.6K +123.5K (+16.0%) 0.08% +0.012 pp 0.01% -0.001 pp USD87.63 +7.8% 5 qtrs
92 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 9.2K +— (+0.0%) 867.0K +37.1K (+4.5%) 0.08% +0.004 pp 0.49% +0.009 pp USD65.41 +44.4% 14 qtrs
93 CWM, LLC 8.5K -1.1K (-11.7%) 799.0K -67.0K (-7.7%) 0.07% -0.005 pp 0.00% 0.000 pp USD86.65 +9.0% 17 qtrs
94 GLOBEFLEX CAPITAL L P 8.3K +— (+0.0%) 781.9K +33.5K (+4.5%) 0.07% +0.003 pp 0.12% +0.005 pp USD82.05 +15.1% 13 qtrs
95 THRIVENT FINANCIAL FOR LUTHERANS 7.8K -508.0 (-6.1%) 736.0K -15.0K (-2.0%) 0.06% -0.001 pp 0.00% 0.000 pp USD57.53 +64.1% 30 qtrs
96 INTRUST BANK NA 7.7K -702.0 (-8.4%) 727.5K -32.3K (-4.3%) 0.06% -0.004 pp 0.06% -0.003 pp USD74.15 +27.3% 16 qtrs
97 CREDIT AGRICOLE S A 7.6K +— (+0.0%) 721.4K +30.9K (+4.5%) 0.06% +0.003 pp 0.00% 0.000 pp USD90.39 +4.5% 2 qtrs
98 QUADRATURE CAPITAL LTD 7.5K +2.7K (+54.4%) 711.0K +271.0K (+61.6%) 0.06% +0.024 pp 0.01% +0.002 pp USD91.81 +2.9% 6 qtrs
99 GSA CAPITAL PARTNERS LLP 6.9K -6.0K (-46.5%) 647.0K -512.0K (-44.2%) 0.06% -0.044 pp 0.06% -0.041 pp USD79.03 +19.5% 11 qtrs
100 KLP KAPITALFORVALTNING AS 6.7K +200.0 (+3.1%) 632.7K +45.1K (+7.7%) 0.05% +0.004 pp 0.00% +0.000 pp USD86.62 +9.0% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 144 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ETC 6 Meridian Small Cap Equity ETF SIXS 1.21% 1.29M 0.52%
2 ProShares - Russell 2000 Dividend Growers ETF SMDV 1.01% 6.96M 0.40%
3 Invesco S&P SmallCap Low Volatility ETF XSLV 0.85% 2.08M 0.25%
4 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.71% 4.65M 0.37%
5 First Trust NASDAQ ABA Community Bank Index Fund QABA 0.51% 458.0K 0.63%
6 Royce Quant Small-Cap Quality Value ETF SQLV 0.50% 144.3K 0.60%
7 Hartford Multifactor Small Cap ETF ROSC 0.49% 301.8K 0.34%
8 State Street SPDR S&P Regional Banking ETF KRE 0.36% 18.07M 0.35%
9 Invesco S&P SmallCap 600 Revenue ETF RZG 0.36% 517.9K 0.35%
10 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.30% 775.3K 0.12%

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
586.8K
Shares Outstanding
11.84M

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
Filing date Form type Filing
2026-03-30 SC 13G/A
2025-04-15 SC 13G/A
2024-11-14 SC 13G/A
2024-10-31 SC 13G
2024-01-24 SC 13G/A
2023-02-14 SC 13G/A
2023-02-14 SC 13G
2023-01-24 SC 13G
2022-02-14 SC 13G/A
2022-02-10 SC 13G/A

Executive team

NameTitleCompensationGender
Li Yu Chairman, Chief Executive Officer & Corporate Secretary 2M male
Wellington Chen President & Chief Operating Officer 1M male
Edward J. Czajka Executive Vice President & Chief Financial Officer 913.4K male
Nick Pi Executive VP, Chief Risk Officer & Chief Credit Officer 824.3K male
Johnny Hsu Executive Vice President & Deputy Chief Operating Officer 713.1K male
Robert J. Kosof Executive Vice President of Commercial Lending 388.2K male
Stella Chen Senior Vice President 172.3K female
Sandy Executive Vice President & Regional Manager 169.4K female
Ted Hsu Executive Vice President male
Erika Chi Executive Vice President
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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits