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TowneBank (TOWN)

USD36.32 +0.56 (+1.57%)
US NASDAQ Financial Services Banks - Regional
Address 5716 High Street 23703
Portsmouth, VA, US
CEO William I. Foster
IPO 1999-05-05
ISIN US89214P1093

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Description

TowneBank functions as a comprehensive financial institution, delivering a wide array of retail and commercial banking services to individuals, businesses, and professionals. Its operations are structured across three primary divisions: Banking, Realty, and Insurance. Clients can establish diverse deposit accounts, such as checking accounts, standard savings, high-yield savings, certificates of deposit (CDs), and individual retirement accounts. The bank facilitates various lending solutions, including secured and unsecured personal loans for purchases like vehicles, home renovations, educational expenses, and individual investments. It also extends commercial loans designed for working capital, business growth, and the acquisition of equipment. Furthermore, TowneBank provides mortgage financing, encompassing general home loans and specialized loans for real estate acquisition, development, and construction. Beyond core lending and deposit offerings, TowneBank delivers practical services like safe deposit boxes, comprehensive treasury management, direct deposit for paychecks and government benefits, and automated transfers. Modern banking conveniences are also available through its online, mobile, and on-call platforms. Moreover, it supports investors with documentation for tax deferral, offers expertise in investment and asset management, and provides commercial mortgage brokerage. The institution also delivers a suite of financial planning services, including retirement and estate planning, and guides clients through diverse investment opportunities like alternative investments, annuities, margin accounts, convertible bonds, and pension and profit-sharing programs. Its realty division handles residential real estate services, including relocation assistance, property management, vacation rentals, and title and settlement processes. It also originates residential mortgage loans. Through its insurance arm, TowneBank furnishes various types of coverage, such as life, property, casualty, and auto insurance. It additionally administers employee benefits packages, encompassing health, dental, vision, and disability insurance. TowneBank maintains a regional presence across Richmond and the greater Hampton Roads area in southeastern Virginia, extending into northeastern North Carolina, Raleigh, Charlotte, Greensboro, and Greenville, North Carolina. Founded in 1998, TowneBank's corporate headquarters are situated in Portsmouth, Virginia.

News Sentiment (7d)
41 Neutral

Based on only 1 article — 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
USD36.32 +0.56 (+1.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
554.7K
Beta
0.70
Float Shares
72.18M
Free Float %
94.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.24% -2.27% -4.19% -0.55% +1.55% +2.10% -0.82% +46.60% +5.71% +55.93% +435.69%
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 (6 ratings, all time) Hold
Price Targets & DCF
Current price
36.32
DCF (Unlevered) 16.73 -53.9%
DCF (Levered) 29.30 -19.3%

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) 60% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 2 +1
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.23
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -1.6% Q1'26: -0.2% (vs Q1'25)
  • EPS growth
    +2.8% Q1'26: -32.8% (vs Q1'25)
  • FCF margin
    Q1'26: +10.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +19.3% (vs Q1'25)
  • ROIC
    Q1'26: +4.9% (vs Q1'25)
  • Share dilution
    +2.0% Q1'26: +20.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 2.55× (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 (0.73) × ERP
WACC = 88% × Ke + 12% × Kd (76.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 16.73 Current price: 36.32
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 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
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
329.62M
est: 300.05M (+9.9%)
408.93M
est: 376.33M (+8.7%)
492.39M
est: 448.64M (+9.7%)
612.75M
est: 540.29M (+13.4%)
672.71M
est: 565.57M (+18.9%)
742.25M
est: 630.09M (+17.8%)
720.08M
est: 678.76M (+6.1%)
742.95M
est: 693.10M (+7.2%)
942.55M
est: 668.08M (+41.1%)
1.02B
est: 689.63M (+48.5%)
1.01B
est: 841.33M (+19.8%)
1.04B
1.01B – 1.10B
+23.8% YoY
1.10B
1.06B – 1.16B
+5.6% YoY
EBITDA
108.69M
est: 93.06M (+16.8%)
121.47M
est: 154.79M (-21.5%)
172.10M
est: 210.99M (-18.4%)
200.73M
est: 280.82M (-28.5%)
205.64M
est: 311.49M (-34.0%)
230.39M
est: 232.36M (-0.8%)
308.63M
est: 288.46M (+7.0%)
265.75M
est: 317.31M (-16.3%)
220.45M
est: 193.60M (+13.9%)
225.55M
est: 199.84M (+12.9%)
210.22M
est: 243.80M (-13.8%)
301.78M
291.69M – 318.37M
+23.8% YoY
318.66M
308.01M – 336.18M
+5.6% YoY
EBIT
92.54M
est: 81.76M (+13.2%)
100.91M
est: 100.40M (+0.5%)
147.60M
est: 110.81M (+33.2%)
172.00M
est: 147.22M (+16.8%)
176.27M
est: 154.11M (+14.4%)
201.33M
est: 171.69M (+17.3%)
279.83M
est: 184.95M (+51.3%)
237.05M
est: 188.86M (+25.5%)
186.22M
est: 173.67M (+7.2%)
190.38M
est: 179.27M (+6.2%)
210.22M
est: 218.70M (-3.9%)
270.71M
261.67M – 285.59M
+23.8% YoY
285.85M
276.31M – 301.57M
+5.6% YoY
Net Income
62.38M
est: 93.66M (-33.4%)
67.25M
est: 66.64M (+0.9%)
87.66M
est: 86.93M (+0.8%)
133.79M
est: 135.24M (-1.1%)
138.78M
est: 139.02M (-0.2%)
145.54M
est: 116.54M (+24.9%)
215.38M
est: 181.50M (+18.7%)
188.99M
est: 199.65M (-5.3%)
153.72M
est: 151.21M (+1.7%)
161.76M
est: 163.61M (-1.1%)
169.53M
est: 231.22M (-26.7%)
247.30M
233.29M – 261.31M
+7.0% YoY
275.90M
260.27M – 291.54M
+11.6% YoY
SGA
132.52M
est: 103.61M (+27.9%)
163.45M
est: 186.41M (-12.3%)
192.27M
est: 206.50M (-6.9%)
230.43M
est: 246.17M (-6.4%)
248.28M
est: 262.80M (-5.5%)
253.39M
est: 226.62M (+11.8%)
266.94M
est: 259.39M (+2.9%)
279.92M
est: 285.33M (-1.9%)
305.22M
est: 235.15M (+29.8%)
321.53M
est: 242.74M (+32.5%)
377.72M
est: 296.13M (+27.6%)
366.55M
354.30M – 386.71M
+23.8% YoY
387.06M
374.13M – 408.34M
+5.6% YoY
EPS
1.22
est: 1.25 (-2.0%)
1.18
est: 1.42 (-16.7%)
1.41
est: 1.58 (-10.5%)
1.88
est: 1.98 (-5.1%)
1.93
est: 1.88 (+2.8%)
2.01
est: 1.76 (+14.5%)
2.97
est: 2.92 (+1.6%)
2.60
est: 2.68 (-3.0%)
2.06
est: 2.02 (+1.9%)
2.16
est: 2.10 (+2.8%)
2.22
est: 2.97 (-25.3%)
3.18
3.04 – 3.40
+7.0% YoY
3.55
3.39 – 3.80
+11.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Keefe, Bruyette & Woods Outperform Market Perform Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-27 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-26 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-22 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-21 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-20 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-19 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-18 B 3/5 4/5 2/5 3/5 3/5 2/5 3/5
2026-05-15 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-14 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-13 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-12 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-11 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-08 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-07 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-06 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-05 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-04 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-05-01 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-04-30 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-04-29 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-04-28 B 3/5 3/5 2/5 3/5 3/5 2/5 3/5
2026-04-27 B- 3/5 3/5 2/5 3/5 2/5 2/5 3/5
2026-04-24 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 4/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
252.79M
OE per share TTM
3.24
Owner's Yield
8.20%
Maintenance CapEx ratio
33.74%
Maint CapEx / Avg PPE
37.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
285
Total invested
1.87B
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
285
+22 vs prev Q
New positions
64
Closed positions
42
Increased
181
Reduced
61
Put/Call ratio
0.00
Calls held
24.5K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 38.6K +38.6K (+100.0%) 1.29B +1.3B (+100.0%) 0.05% +0.050 pp 0.36% +0.361 pp USD33.37 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 8.08M +443.3K (+5.8%) 269.71M +5.6M (+2.1%) 10.54% +0.384 pp 0.00% +0.000 pp USD27.50 +21.3% 71 qtrs
3 BLACKROCK, INC. 5.42M +10.5K (+0.2%) 180.76M -6.1M (-3.3%) 7.06% -0.124 pp 0.00% 0.000 pp USD33.08 +0.9% 6 qtrs
4 DIMENSIONAL FUND ADVISORS LP 4.34M +17.1K (+0.4%) 144.82M -4.6M (-3.1%) 5.66% -0.088 pp 0.03% -0.002 pp USD25.81 +29.3% 51 qtrs
5 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 3.96M -361.2K (-8.4%) 132.11M -17.2M (-11.5%) 5.16% -0.581 pp 0.08% -0.008 pp USD27.25 +22.5% 14 qtrs
6 STATE STREET CORP 2.14M +21.5K (+1.0%) 71.93M -1.8M (-2.5%) 2.79% -0.026 pp 0.00% 0.000 pp USD25.29 +31.9% 51 qtrs
7 VICTORY CAPITAL MANAGEMENT INC 2.10M -17.4K (-0.8%) 70.04M -3.1M (-4.3%) 2.74% -0.077 pp 0.04% -0.003 pp USD33.24 +0.4% 42 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.81M +12.7K (+0.7%) 60.45M -1.7M (-2.8%) 2.36% -0.029 pp 0.00% 0.000 pp USD25.57 +30.5% 69 qtrs
9 BROWN ADVISORY INC 1.52M +23.1K (+1.5%) 50.56M -1.0M (-2.0%) 1.98% -0.008 pp 0.07% +0.003 pp USD34.03 -1.9% 7 qtrs
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 812.0K -5.2K (-0.6%) 27.10M -1.2M (-4.1%) 1.06% -0.028 pp 0.00% 0.000 pp USD25.13 +32.8% 68 qtrs
11 ROYCE & ASSOCIATES LP 743.5K +139.8K (+23.2%) 24.81M +3.9M (+18.9%) 0.93% +0.131 pp 0.25% +0.044 pp USD30.40 +9.8% 20 qtrs
12 JANUS HENDERSON GROUP PLC 706.6K -28.1K (-3.8%) 23.58M -1.8M (-7.2%) 0.92% -0.055 pp 0.01% -0.001 pp USD27.46 +21.5% 18 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 679.1K -18.4K (-2.6%) 22.66M -1.4M (-6.0%) 0.89% -0.042 pp 0.04% +0.003 pp USD24.99 +33.5% 44 qtrs
14 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 647.3K +34.0K (+5.5%) 21.60M +398.3K (+1.9%) 0.84% +0.029 pp 0.01% -0.001 pp USD29.34 +13.7% 12 qtrs
15 NORTHERN TRUST CORP 633.6K -56.3K (-8.2%) 21.14M -2.7M (-11.4%) 0.83% -0.091 pp 0.00% 0.000 pp USD25.43 +31.2% 51 qtrs
16 GOLDMAN SACHS GROUP INC 569.9K +147.2K (+34.8%) 19.02M +4.4M (+30.2%) 0.74% +0.181 pp 0.00% +0.001 pp USD33.08 +0.9% 40 qtrs
17 AMERIPRISE FINANCIAL INC 486.6K -29.5K (-5.7%) 16.24M -1.6M (-9.0%) 0.63% -0.052 pp 0.00% 0.000 pp USD22.42 +48.8% 51 qtrs
18 BANK OF NEW YORK MELLON CORP 483.2K -50.7K (-9.5%) 16.12M -2.3M (-12.6%) 0.61% -0.103 pp 0.00% -0.001 pp USD28.72 +16.2% 66 qtrs
19 WELLINGTON MANAGEMENT GROUP LLP 471.3K +20.7K (+4.6%) 15.73M +151.4K (+1.0%) 0.61% +0.016 pp 0.00% +0.000 pp USD34.05 -2.0% 5 qtrs
20 NUVEEN, LLC 455.3K +52.5K (+13.0%) 15.19M +1.3M (+9.1%) 0.59% +0.058 pp 0.00% +0.000 pp USD34.10 -2.1% 4 qtrs
21 NFJ INVESTMENT GROUP, LLC 444.1K +444.1K (+100.0%) 14.82M +14.8M (+100.0%) 0.58% +0.579 pp 0.53% +0.533 pp USD33.37 +0.0% 1 qtrs NEW
22 AMERICAN CENTURY COMPANIES INC 399.9K -89.9K (-18.4%) 13.34M -3.6M (-21.2%) 0.52% -0.130 pp 0.01% -0.002 pp USD27.04 +23.4% 27 qtrs
23 JPMORGAN CHASE & CO 392.9K +61.9K (+18.7%) 13.11M +1.7M (+14.6%) 0.49% +0.053 pp 0.00% +0.000 pp USD30.79 +8.4% 41 qtrs
24 BANK OF AMERICA CORP /DE/ 386.2K +18.8K (+5.1%) 12.89M +187.8K (+1.5%) 0.50% +0.015 pp 0.00% +0.000 pp USD30.35 +10.0% 52 qtrs
25 MORGAN STANLEY 361.4K +80.7K (+28.8%) 12.06M +2.4M (+24.3%) 0.47% +0.098 pp 0.00% +0.000 pp USD31.15 +7.1% 51 qtrs
26 QUBE RESEARCH & TECHNOLOGIES LTD 344.8K +74.8K (+27.7%) 11.50M +2.2M (+23.3%) 0.45% +0.091 pp 0.01% +0.002 pp USD31.97 +4.4% 13 qtrs
27 LIGHTROCK NETHERLANDS B.V. 331.3K +22.5K (+7.3%) 11.05M +2.0M (+21.7%) 0.43% +0.022 pp 2.29% -0.084 pp USD34.09 -2.1% 5 qtrs
28 MILLENNIUM MANAGEMENT LLC 329.2K +102.1K (+45.0%) 10.99M +3.1M (+39.9%) 0.43% +0.127 pp 0.00% +0.001 pp USD33.96 -1.7% 9 qtrs
29 RAYMOND JAMES FINANCIAL INC 244.0K -13.7K (-5.3%) 8.14M -766.4K (-8.6%) 0.32% -0.024 pp 0.00% 0.000 pp USD34.06 -2.0% 5 qtrs
30 RUSSELL INVESTMENTS GROUP, LTD. 231.4K +10.7K (+4.8%) 7.72M +91.8K (+1.2%) 0.30% +0.008 pp 0.01% 0.000 pp USD28.07 +18.9% 37 qtrs
31 UBS GROUP AG 216.7K +58.4K (+36.9%) 7.23M +1.8M (+32.1%) 0.28% +0.072 pp 0.00% +0.000 pp USD32.51 +2.6% 45 qtrs
32 OLD POINT TRUST & FINANCIAL SERVICES N A 204.5K -600.0 (-0.3%) 6.82M -266.2K (-3.8%) 0.27% -0.006 pp 2.13% -0.163 pp USD34.05 -2.0% 25 qtrs
33 MARSHALL WACE, LLP 198.1K +2.8K (+1.4%) 6.61M -140.9K (-2.1%) 0.26% -0.001 pp 0.01% -0.001 pp USD34.42 -3.1% 3 qtrs
34 POINT72 ASSET MANAGEMENT, L.P. 183.5K +173.5K (+1,739.1%) 6.12M +5.8M (+1,675.3%) 0.24% +0.226 pp 0.01% +0.006 pp USD33.44 -0.2% 2 qtrs
35 FJ CAPITAL MANAGEMENT LLC 182.6K -39.9K (-17.9%) 6.09M -1.6M (-20.8%) 0.24% -0.058 pp 0.67% -0.148 pp USD34.18 -2.4% 5 qtrs
36 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 182.0K +6.8K (+3.9%) 6.07M +17.4K (+0.3%) 0.24% +0.004 pp 0.02% -0.001 pp USD28.87 +15.6% 28 qtrs
37 DEPRINCE RACE & ZOLLO INC 175.4K +34.1K (+24.2%) 5.85M +969.5K (+19.8%) 0.23% +0.041 pp 0.11% +0.014 pp USD29.20 +14.3% 8 qtrs
38 CITADEL ADVISORS LLC 171.3K +72.6K (+73.5%) 5.72M +2.3M (+67.5%) 0.22% +0.092 pp 0.00% +0.000 pp USD32.44 +2.9% 25 qtrs
39 RHINO INVESTMENT PARTNERS, INC 167.5K +167.5K (+100.0%) 5.59M +5.6M (+100.0%) 0.22% +0.218 pp 1.58% +1.584 pp USD33.37 +0.0% 1 qtrs NEW
40 CLEARSTEAD ADVISORS, LLC 156.5K -919.0 (-0.6%) 5.22M -219.5K (-4.0%) 0.20% -0.013 pp 0.07% -0.006 pp USD27.07 +23.3% 7 qtrs
41 BRIDGEWATER ASSOCIATES, LP 156.0K +66.9K (+75.2%) 5.21M +2.1M (+69.1%) 0.20% +0.085 pp 0.02% +0.007 pp USD34.06 -2.0% 2 qtrs
42 SWISS NATIONAL BANK 151.9K +7.7K (+5.3%) 5.07M +83.9K (+1.7%) 0.19% -0.001 pp 0.00% +0.000 pp USD23.87 +39.8% 51 qtrs
43 BARCLAYS PLC 150.0K +6.1K (+4.3%) 5.01M +249.0K (+5.2%) 0.20% +0.004 pp 0.00% +0.000 pp USD32.08 +4.0% 39 qtrs
44 PANAGORA ASSET MANAGEMENT INC 147.3K +6.5K (+4.6%) 4.92M +49.0K (+1.0%) 0.19% +0.005 pp 0.02% -0.002 pp USD33.93 -1.7% 6 qtrs
45 WELLS FARGO & COMPANY/MN 135.3K +34.6K (+34.4%) 4.51M +1.0M (+29.8%) 0.18% +0.043 pp 0.00% +0.000 pp USD31.58 +5.7% 57 qtrs
46 MALTESE CAPITAL MANAGEMENT LLC 132.5K +30.0K (+29.3%) 4.42M +878.1K (+24.8%) 0.17% +0.037 pp 0.78% +0.248 pp USD33.95 -1.7% 5 qtrs
47 COLONY GROUP, LLC 128.5K -5.9K (-4.4%) 4.29M -357.6K (-7.7%) 0.17% -0.011 pp 0.00% -0.003 pp USD32.57 +2.5% 9 qtrs
48 UBS ASSET MANAGEMENT AMERICAS INC 123.6K +7.3K (+6.3%) 4.12M +105.6K (+2.6%) 0.16% +0.007 pp 0.00% +0.000 pp USD30.54 +9.3% 42 qtrs
49 AQR CAPITAL MANAGEMENT LLC 119.9K +21.1K (+21.4%) 4.00M +586.6K (+17.2%) 0.16% +0.025 pp 0.00% 0.000 pp USD33.34 +0.1% 9 qtrs
50 CERITY PARTNERS LLC 116.3K -234.0 (-0.2%) 3.88M -147.7K (-3.7%) 0.15% -0.009 pp 0.01% -0.001 pp USD28.37 +17.6% 15 qtrs
51 MARTINGALE ASSET MANAGEMENT L P 113.6K +23.0K (+25.4%) 3.79M +659.1K (+21.0%) 0.15% +0.028 pp 0.10% +0.018 pp USD33.25 +0.4% 8 qtrs
52 RHUMBLINE ADVISERS 112.6K -8.4K (-6.9%) 3.76M -424.5K (-10.2%) 0.15% -0.014 pp 0.00% 0.000 pp USD23.77 +40.4% 51 qtrs
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 99.6K +19.3K (+24.0%) 3.32M +546.7K (+19.7%) 0.13% +0.023 pp 0.00% +0.000 pp USD32.65 +2.2% 14 qtrs
54 GUGGENHEIM CAPITAL LLC 98.5K +955.0 (+1.0%) 3.29M -85.2K (-2.5%) 0.13% -0.001 pp 0.02% -0.001 pp USD30.59 +9.1% 18 qtrs
55 SEI INVESTMENTS CO 91.6K +74.6K (+440.2%) 3.06M +2.5M (+421.4%) 0.12% +0.097 pp 0.00% +0.002 pp USD33.42 -0.1% 28 qtrs
56 INVESCO LTD. 90.4K -26.2K (-22.5%) 3.02M -1.0M (-25.2%) 0.12% -0.037 pp 0.00% 0.000 pp USD28.51 +17.0% 57 qtrs
57 PRICE T ROWE ASSOCIATES INC /MD/ 90.4K +2.4K (+2.8%) 3.02M -23.0K (-0.8%) 0.12% +0.001 pp 0.00% +0.000 pp USD26.30 +26.9% 44 qtrs
58 ALLIANCEBERNSTEIN L.P. 90.2K +— (+0.0%) 3.01M -108.2K (-3.5%) 0.12% -0.002 pp 0.00% +0.000 pp USD21.90 +52.4% 61 qtrs
59 DAVENPORT & CO LLC 88.0K -789.0 (-0.9%) 2.94M -132.9K (-4.3%) 0.11% -0.003 pp 0.02% -0.001 pp USD29.70 +12.4% 51 qtrs
60 F/M INVESTMENTS LLC 86.8K +23.3K (+36.6%) 2.90M +699.7K (+31.8%) 0.11% +0.029 pp 0.11% +0.025 pp USD34.25 -2.6% 2 qtrs
61 CITIGROUP INC 81.8K +7.9K (+10.7%) 2.73M +176.0K (+6.9%) 0.11% +0.009 pp 0.00% +0.000 pp USD29.74 +12.2% 54 qtrs
62 JANE STREET GROUP, LLC 81.3K -36.5K (-31.0%) 2.71M -1.4M (-33.4%) 0.11% -0.051 pp 0.00% 0.000 pp USD33.75 -1.1% 14 qtrs
63 LEGAL & GENERAL GROUP PLC 78.1K -5.0K (-6.0%) 2.61M -266.4K (-9.3%) 0.10% -0.012 pp 0.00% 0.000 pp USD27.50 +21.3% 46 qtrs
64 DE LISLE PARTNERS LLP 76.7K -39.9K (-34.2%) 2.56M -1.5M (-36.5%) 0.10% -0.055 pp 0.33% -0.166 pp USD31.17 +7.1% 8 qtrs
65 TWO SIGMA INVESTMENTS, LP 73.1K -29.5K (-28.7%) 2.44M -1.1M (-31.2%) 0.10% -0.041 pp 0.00% -0.002 pp USD32.94 +1.3% 19 qtrs
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 71.8K +2.7K (+3.9%) 2.39M +8.0K (+0.3%) 0.09% +0.002 pp 0.00% 0.000 pp USD20.49 +62.9% 52 qtrs
67 FIRST TRUST ADVISORS LP 70.2K -11.6K (-14.2%) 2.34M -485.3K (-17.2%) 0.09% -0.017 pp 0.00% 0.000 pp USD27.34 +22.1% 51 qtrs
68 STATE OF NEW JERSEY COMMON PENSION FUND D 67.2K +7.2K (+12.1%) 2.24M +169.5K (+8.2%) 0.09% +0.008 pp 0.01% +0.001 pp USD29.65 +12.5% 19 qtrs
69 TRUIST FINANCIAL CORP 64.7K -837.0 (-1.3%) 2.16M -106.5K (-4.7%) 0.08% -0.003 pp 0.00% 0.000 pp USD24.41 +36.7% 39 qtrs
70 JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. 62.0K +— (+0.0%) 2.07M -74.4K (-3.5%) 0.08% -0.002 pp 1.92% -0.143 pp USD26.83 +24.4% 14 qtrs
71 DEUTSCHE BANK AG\ 61.1K +2.5K (+4.3%) 2.04M +14.6K (+0.7%) 0.08% -0.001 pp 0.00% +0.000 pp USD30.51 +9.4% 50 qtrs
72 VERITION FUND MANAGEMENT LLC 60.6K +35.3K (+139.7%) 2.02M +1.1M (+131.3%) 0.08% +0.045 pp 0.01% +0.004 pp USD33.87 -1.5% 5 qtrs
73 SEIZERT CAPITAL PARTNERS, LLC 60.3K +60.3K (+100.0%) 2.01M +2.0M (+100.0%) 0.08% +0.079 pp 0.08% +0.085 pp USD33.37 +0.0% 1 qtrs NEW
74 NUMERAI GP LLC 55.7K +55.7K (+100.0%) 1.86M +1.9M (+100.0%) 0.07% +0.073 pp 0.22% +0.224 pp USD33.37 +0.0% 1 qtrs NEW
75 CETERA INVESTMENT ADVISERS 55.1K +47.4K (+612.6%) 1.84M +1.6M (+587.8%) 0.07% +0.062 pp 0.00% +0.002 pp USD33.54 -0.5% 2 qtrs
76 BAYVIEW ASSET MANAGEMENT, LLC 55.0K +55.0K (+100.0%) 1.84M +1.8M (+100.0%) 0.07% +0.072 pp 0.42% +0.424 pp USD33.37 +0.0% 1 qtrs NEW
77 QUEST PARTNERS LLC 53.1K +2.9K (+5.7%) 1.77M +35.4K (+2.0%) 0.07% 0.000 pp 0.10% -0.014 pp USD33.67 -0.9% 8 qtrs
78 AMG NATIONAL TRUST BANK 53.1K +1.3K (+2.6%) 1.77M -17.3K (-1.0%) 0.07% +0.000 pp 0.04% -0.002 pp USD28.88 +15.5% 9 qtrs
79 SQUAREPOINT OPS LLC 52.7K +10.9K (+26.1%) 1.76M +313.6K (+21.7%) 0.07% +0.013 pp 0.00% +0.000 pp USD34.32 -2.8% 4 qtrs
80 CAPTRUST FINANCIAL ADVISORS 52.1K +6.2K (+13.4%) 1.74M +150.2K (+9.5%) 0.07% +0.007 pp 0.00% +0.000 pp USD27.96 +19.3% 29 qtrs
81 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 49.0K +277.0 (+0.6%) 1.64M -49.2K (-2.9%) 0.06% -0.003 pp 0.01% -0.001 pp USD34.19 -2.4% 4 qtrs
82 Y-INTERCEPT (HONG KONG) LTD 45.3K +34.2K (+305.2%) 1.51M +1.1M (+291.1%) 0.06% +0.044 pp 0.03% +0.025 pp USD33.60 -0.7% 3 qtrs
83 RAFFERTY ASSET MANAGEMENT, LLC 43.6K -6.8K (-13.6%) 1.45M -288.7K (-16.6%) 0.06% -0.010 pp 0.01% -0.001 pp USD29.28 +14.0% 15 qtrs
84 SG AMERICAS SECURITIES, LLC 41.4K +22.5K (+119.4%) 1.38M +730.0K (+111.8%) 0.05% +0.029 pp 0.00% 0.000 pp USD33.85 -1.4% 28 qtrs
85 METLIFE INVESTMENT MANAGEMENT, LLC 41.0K -1.6K (-3.7%) 1.37M -103.5K (-7.0%) 0.05% -0.003 pp 0.01% 0.000 pp USD30.34 +10.0% 33 qtrs
86 ENVESTNET ASSET MANAGEMENT INC 39.8K -11.9K (-23.1%) 1.33M -460.6K (-25.8%) 0.05% -0.017 pp 0.00% 0.000 pp USD27.98 +19.3% 29 qtrs
87 FINANCIAL SECURITY ADVISOR, INC. 38.3K +1.4K (+3.8%) 1.29M +2.3K (+0.2%) 0.05% -0.001 pp 0.25% -0.024 pp USD24.12 +38.3% 10 qtrs
88 EQUITABLE TRUST CO 37.5K +— (+0.0%) 1.25M -45.0K (-3.5%) 0.05% -0.001 pp 0.06% -0.004 pp USD30.60 +9.1% 31 qtrs
89 LPL FINANCIAL LLC 36.6K -2.4K (-6.2%) 1.22M -127.1K (-9.4%) 0.05% -0.006 pp 0.00% 0.000 pp USD31.51 +5.9% 43 qtrs
90 ENGINEERS GATE MANAGER LP 36.6K +36.6K (+100.0%) 1.22M +1.2M (+100.0%) 0.05% +0.048 pp 0.01% +0.015 pp USD33.37 +0.0% 5 qtrs
91 DARK FOREST CAPITAL MANAGEMENT LP 35.8K -66.1K (-64.8%) 1.20M -2.3M (-66.1%) 0.05% -0.089 pp 0.05% -0.051 pp USD34.17 -2.3% 8 qtrs
92 MANUFACTURERS LIFE INSURANCE COMPANY, THE 35.8K -806.0 (-2.2%) 1.20M -70.8K (-5.6%) 0.05% -0.002 pp 0.00% 0.000 pp USD23.62 +41.3% 51 qtrs
93 FRANKLIN RESOURCES INC 34.6K +5.3K (+18.0%) 1.16M +141.1K (+13.9%) 0.04% +0.005 pp 0.00% +0.000 pp USD31.43 +6.2% 11 qtrs
94 ADVISOR GROUP HOLDINGS, INC. 34.5K -57.8K (-62.6%) 1.15M -2.0M (-64.0%) 0.05% -0.078 pp 0.00% -0.003 pp USD33.51 -0.4% 24 qtrs
95 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 34.1K +17.0 (+0.0%) 1.14M -40.4K (-3.4%) 0.04% -0.001 pp 0.00% 0.000 pp USD27.97 +19.3% 7 qtrs
96 CHOREO, LLC 33.8K -220.0 (-0.6%) 1.14M -49.6K (-4.2%) 0.04% -0.001 pp 0.01% -0.001 pp USD29.56 +12.9% 9 qtrs
97 BAY CAPITAL ADVISORS, LLC 33.8K +9.9K (+41.2%) 1.13M +300.1K (+36.3%) 0.04% +0.012 pp 0.69% +0.149 pp USD33.92 -1.6% 5 qtrs
98 INTECH INVESTMENT MANAGEMENT LLC 33.5K -3.7K (-9.9%) 1.12M -167.8K (-13.1%) 0.04% -0.007 pp 0.01% -0.002 pp USD33.90 -1.6% 6 qtrs
99 CAMPBELL & CO INVESTMENT ADVISER LLC 31.3K +13.9K (+79.5%) 1.04M +441.5K (+73.3%) 0.04% +0.018 pp 0.05% +0.005 pp USD33.91 -1.6% 3 qtrs
100 KANAWHA CAPITAL MANAGEMENT LLC 30.9K -40.0 (-0.1%) 1.03M -38.4K (-3.6%) 0.04% -0.001 pp 0.07% -0.003 pp USD34.57 -3.5% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 126 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Motley Fool Small-Cap Growth ETF TMFS 2.03% 1.28M 0.85%
2 CresAlta Small and Mid-Cap ETF CVSM 1.92% 1.70M 0.55%
3 First Trust NASDAQ ABA Community Bank Index Fund QABA 1.33% 1.21M 0.63%
4 State Street SPDR S&P Bank ETF KBE 0.95% 14.49M 0.35%
5 State Street SPDR S&P Regional Banking ETF KRE 0.61% 30.36M 0.35%
6 Harbor Human Capital Factor US Small Cap ETF HAPS 0.59% 1.01M 0.61%
7 Hartford Multifactor Small Cap ETF ROSC 0.37% 229.3K 0.34%
8 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.36% 928.4K 0.12%
9 Timothy Plan US Small Cap Core ETF TPSC 0.32% 1.04M 0.52%
10 WisdomTree U.S. SmallCap Dividend Fund DES 0.24% 5.15M 0.38%

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
77.7K
Shares Outstanding
76.41M

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
G. Robert Aston Jr. Executive Chairman 2M male
William I. Foster Chief Executive Officer, President & Director 2M male
William Littreal Senior Executive Vice President & Chief Financial Officer 2M male
William T. Morrison Director 1M male
Brian K. Skinner President & Regional Banking Director for Virginia and Northeastern North Carolina 908.7K male
Ernest S. Piccioli Senior Executive Vice President & Chief Risk Officer 778.8K male
Kevin L. Fly Senior EVP & Chief Accounting Officer male
R. Lee Clark Senior Executive Vice President & Chief Operating Officer male
Steven W. Jones President of the Carolinas & Director male
Varun Chandhok Senior Executive Vice President & Chief Information Officer male
George Whitley Senior Executive Vice President & Chief Legal Officer male
James Bradner Executive Vice President of Towneinsurance male
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