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FOUR

Shift4 Payments Inc

Mar 02 • 10:39AM ET

45.67

+1.60 3.63 %

Technology • Software - Infrastructure • USA • NYSE

Peers: XYZ V MA PYPL GPN FIS WEX PAYC JKHY XP

| Held by: VTI IJH VB VBK VXF MDY IWP XMMO SCHA SPMD

Index	-	P/E	42.61	EPS (ttm)	1.07	Insider Own	35.76%	Shs Outstand	63.67M	Perf Week	-20.53%
Market Cap	4.05B	Forward P/E	6.54	EPS next Y	6.98	Insider Trans	0.86%	Shs Float	44.21M	Perf Month	-23.11%
Enterprise Value	8.84B	PEG	0.40	EPS next Q	1.00	Inst Own	119.12%	Short Float	35.26%	Perf Quarter	-34.91%
Income	78.20M	P/S	0.97	EPS this Y	11.45%	Inst Trans	-6.38%	Short Ratio	7.45	Perf Half Y	-50.10%
Sales	4.18B	P/B	6.31	EPS next Y	21.17%	ROA	1.71%	Short Interest	15.59M	Perf YTD	-27.47%
Book/sh	7.24	P/C	3.08	EPS next 5Y	16.29%	ROE	10.48%	52W High	108.50 -57.91%	Perf Year	-53.75%
Cash/sh	14.83	P/FCF	8.11	EPS past 3/5Y	1.00% -	ROIC	1.30%	52W Low	43.80 4.27%	Perf 3Y	-34.30%
Dividend Est.	-	EV/EBITDA	10.36	Sales past 3/5Y	27.99% 40.37%	Gross Margin	27.23%	Volatility	6.85% 5.25%	Perf 5Y	-39.11%
Dividend TTM	-	EV/Sales	2.11	EPS Y/Y TTM	27.38%	Oper. Margin	10.07%	ATR (14)	3.40	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.66	Sales Y/Y TTM	25.51%	Profit Margin	1.87%	RSI (14)	28.48	Recom	1.88
Dividend Gr. 3/5Y	- -	Current Ratio	1.66	EPS Q/Q	-73.94%	SMA20	-18.34%	Beta	1.65	Target Price	71.57
Payout	0.00%	Debt/Eq	3.20	Sales Q/Q	34.05%	SMA50	-25.05%	Rel Volume	3.14	Prev Close	44.07
Employees	6300	LT Debt/Eq	3.18	Earnings	Feb 26 BMO	SMA200	-42.36%	Avg Volume	2.09M	Price	45.67
IPO	Jun 05, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.14% -1.26%	Trades		Volume	1,431,194	Change	3.63%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-17-25	Resumed	Deutsche Bank	Buy	$120
Jun-02-25	Initiated	Truist	Hold	$97
Mar-10-25	Upgrade	Raymond James	Outperform → Strong Buy	$140
Feb-03-25	Initiated	Deutsche Bank	Hold	$120
Dec-09-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$112
Dec-05-24	Downgrade	The Benchmark Company	Buy → Hold
Dec-04-24	Downgrade	BofA Securities	Buy → Neutral
Oct-09-24	Initiated	Barclays	Overweight	$120
Oct-01-24	Initiated	Oppenheimer	Outperform	$109
Sep-04-24	Initiated	William Blair	Outperform
May-24-24	Initiated	Wedbush	Neutral	$75
Apr-19-24	Upgrade	Redburn Atlantic	Sell → Neutral	$53
Feb-13-24	Initiated	The Benchmark Company	Buy	$95
Jan-16-24	Initiated	Keefe Bruyette	Outperform	$95
Dec-14-23	Initiated	Seaport Research Partners	Buy	$85
Dec-06-23	Initiated	Redburn Atlantic	Sell	$49
Oct-31-23	Initiated	Wells Fargo	Overweight	$55
Oct-20-23	Resumed	UBS	Buy	$75
Oct-06-23	Initiated	Berenberg	Buy	$87
Aug-25-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$52 → $57

Show Previous Ratings

Today 09:48AM	B. Riley Reduces Target Price on Shift4 Payments (FOUR) to $120, Post Q4 Earnings (Insider Monkey)
Feb-28-26 03:20AM	Shift4 Payments Q4 Earnings Call Highlights (MarketBeat)
Feb-27-26 03:26PM	Shift4, Affirm, Voya Financial, StepStone Group, and Ares Stocks Trade Down, What You Need To Know (StockStory) -8.97%
08:30AM	Shift4 Payments, Inc. Q4 2025 Earnings Call Summary (Moby)
06:13AM	Shift4 Payments (FOUR) Falls to 2-Year Low as Profits Plunge 65% (Insider Monkey)
04:08PM	Loading…
Feb-26-26 04:08PM	Shift4 Payments Inc (FOUR) Q4 2025 Earnings Call Highlights: Record Growth and Strategic ... (GuruFocus.com) -15.62%
12:30PM	Compared to Estimates, Shift4 Payments (FOUR) Q4 Earnings: A Look at Key Metrics (Zacks)
12:28PM	Nvidia Slumps Over 4%, Wall Street's Fear Gauge Rallies: What's Moving Markets Thursday? (Benzinga)
12:25PM	Why Shift4 (FOUR) Shares Are Plunging Today (StockStory)
12:15PM	Shift4 Payments (FOUR) Q4 Earnings Surpass Estimates (Zacks)
12:08PM	Why Shift4 Payments Stock Just Hit 52-Week Low (Benzinga)
11:42AM	Shift4 Payments Q4 Volume Up 23% Amid International Expansion (Exec Edge)
08:02AM	Shift4 Payments: Q4 Earnings Snapshot (Associated Press Finance)
07:47AM	Shift4's (NYSE:FOUR) Q4 CY2025 Earnings Results: Revenue In Line With Expectations (StockStory)
07:00AM	Shift4 Announces Fourth Quarter 2025 Results (Business Wire)
07:22AM	Loading…
Feb-25-26 07:22AM	Shift4 Payments Inc (FOUR) Q4 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
07:00AM	Trump Left This Out Of The State Of The Union- And It Could Affect Elon Musk's Lunar Plans (Benzinga)
Feb-24-26 10:11PM	What To Expect From Shift4's (FOUR) Q4 Earnings (StockStory)
09:15AM	Stay Ahead of the Game With Shift4 Payments (FOUR) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Feb-23-26 07:25PM	Paymentus (PAY) Q4 Earnings and Revenues Surpass Estimates (Zacks)
10:33AM	Nvidia, Joby, CoreWeave, Lucid and More Stocks with Earnings This Week (Benzinga)
Feb-16-26 10:45AM	Shift4 Payments (FOUR) Remains in Focus Amid Volatility in Payment Technology Stocks (Insider Monkey)
Feb-13-26 11:08AM	Shift4 Payments CEO Taylor Lauber Talks Firms Tremendous Growth at ICR (NYSE)
Feb-12-26 04:30PM	Shift4 Announces Date of Fourth Quarter Earnings Results and Upcoming Investor Conference Participation (Business Wire) -7.10%
Feb-11-26 10:00AM	Global Payments (GPN) Earnings Expected to Grow: Should You Buy? (Zacks)
Feb-10-26 10:00AM	Shift4 Payments (FOUR) Earnings Expected to Grow: Should You Buy? (Zacks)
08:15AM	Fiserv (FISV) Q4 Earnings Beat Estimates (Zacks)
Feb-09-26 04:30PM	Shift4 Payments, Inc., Now a Single Share Class Company, Removing Super-Voting Stock, and Eliminating Tax Receivable Obligations to Founder (Business Wire)
Feb-08-26 08:31AM	US-China Space Race Just Heated Up As Xi Jinping-Led Nation Wants Orbital Datacenters, Space Tourism (Benzinga)
Jan-28-26 12:05PM	1 Fintech Stock Set to Rebound in 2026 (Motley Fool)
11:09AM	Loading…
Jan-22-26 11:09AM	Shift4 Payments CEO Taylor Lauber on Powering Merchants: ICR Conference 2026 (Exec Edge)
04:33AM	Why Shift4 targets big merchants (Payments Dive)
03:19AM	Analysts See Mixed Outlook for Shift4 Payments, Inc. (FOUR) Amid Fintech Sector Risks (Insider Monkey)
Jan-19-26 06:01PM	Shift4 Payments, Inc. (FOUR): A Bull Case Theory (Insider Monkey)
Jan-16-26 06:20PM	Big Buying Opportunity In These 3 Cheap Growth Stocks (Motley Fool)
Jan-15-26 02:36PM	Sneak Preview of 33 C-Suite Interviews at ICR Conference 2026 (Exec Edge)
Jan-13-26 02:13AM	Elon Musk Says SpaceX Wants To Make 'Star Trek Real' Amid Pete Hegseth's Starbase Visit (Benzinga)
Jan-12-26 11:47PM	Secretary Of War Pete Hegseth Visits Elon Musk-Led SpaceX's Starbase - Touts Grok Integration At Pentagon: 'There Is Nothing Like This...' (Benzinga)
11:04PM	Shift4 (FOUR): 3 Reasons We Love This Stock (StockStory)
07:35AM	My 5 Favorite Stocks to Buy Right Now (Motley Fool)
04:31AM	Trump's NASA Administrator Jared Isaacman Reaffirms Commitment To Mars, Artemis Mission: 'We're Gonna Build Nuclear Spaceships' (Benzinga)
Jan-09-26 05:05AM	This Fintech Stock Poised for Explosive Growth Could Surge Over 100% by 2028. (Motley Fool)
Jan-07-26 06:07PM	CorpGov Showcases Conference Video Coverage Capabilities (CorpGov.com)
11:46AM	CorpGov to Host On-Site Interviews at ICR Conference 2026 (CorpGov.com)
09:44AM	What Makes Shift4 Payments (FOUR) an Investment Bet? (Insider Monkey)
08:00AM	Forbes Honors Shift4 as one of Americas Most Successful MidCap Companies for 2026 (Business Wire)
Jan-05-26 05:12PM	Shift4 Announces Third Dividend Date for Mandatory Convertible Preferred Stock (Business Wire)
Dec-29-25 10:50AM	6 Multibagger Stocks to Buy Before They Explode in 2026 (Motley Fool)
09:56AM	DA Davidson Affirms Buy Rating as Shift4 Payments Inc. (FOUR) Founder Joins NASA (Insider Monkey)
Dec-23-25 08:34AM	Is the Options Market Predicting a Spike in Shift4 Payments Stock? (Zacks)
05:24AM	Klarna, Shift4 embrace stablecoins (Payments Dive)
Dec-22-25 04:04PM	Shift4 Launches Stablecoin Settlements For Merchants, Shares Climb (Investor's Business Daily)
08:00AM	Shift4 Launches Global Stablecoin Settlement Platform, Unlocking Faster Payments for Merchants (Business Wire)
Dec-19-25 09:50AM	These Undervalued Growth Stocks Could Surge 50% by 2026 (Motley Fool)
Dec-18-25 06:38PM	Shift4 Celebrates Jared Isaacman's Appointment as NASA Administrator (Business Wire)
02:25AM	Why Freedom Capital Views Shift4 Payments as an Attractive Buy Amid Leadership Changes and Global Blue Integration (Insider Monkey)
Dec-11-25 09:39AM	PayPal downgraded, Roku upgraded: Wall Street's top analyst calls (The Fly)
09:17AM	Here Are Thursdays Top Wall Street Analyst Research Calls: American Eagle Outfitters, Ferrari, Intuitive Surgical, Roku, PayPal, Synopsis, Visa, and More (24/7 Wall St.)
09:17AM	Crypto Market 2026 Predictions: Which Coins Will 10x and Which Will Crash? (24/7 Wall St.)
Dec-10-25 08:54AM	Here's Why Shift4 Payments Inc. (FOUR) Declined -21.9% in Q3 (Insider Monkey)
Dec-04-25 01:39PM	Shift4 Payments, Inc. (FOUR): A Bull Case Theory (Insider Monkey)
Dec-03-25 06:53PM	Shift4 Payments Announces Pricing of 435 million Tack-On Offering of Senior Notes due 2033 (Business Wire)
Dec-02-25 08:00AM	Liberty Sports Group and Front Row Hospitality Announce Multi-Year Partnership with Shift4 to Power Commerce Across Sports, Entertainment, and Hospitality Properties (Business Wire)
03:35AM	Shift4 Payments Announces 435 million Tack-On Offering of Senior Notes due 2033 (Business Wire)
Nov-25-25 08:28AM	Truist Lowers Shift4 Payments (FOUR) PT $74 on Uncertainty Over 2026 Organic Volume in Hospitality, Restaurant Sectors (Insider Monkey)
Nov-21-25 05:51PM	Why Is Shift4 (FOUR) Stock Rocketing Higher Today (StockStory) +5.20%
04:00PM	Shift4 to Participate in Upcoming Investor Conference (Business Wire)
Nov-19-25 08:00AM	Shift4 Makes Canadian Sports Debut Powering Commerce for the Ottawa Senators (Business Wire)
Nov-18-25 05:15AM	4 Growth Stocks to Buy After the Recent Crash (Motley Fool)
Nov-12-25 11:58AM	3 Beaten-Down Stocks to Buy Before It's Too Late (Motley Fool)
08:00AM	Cincinnati Bengals Partner With Shift4 to Enhance Payment Technology at Paycor Stadium (Business Wire)
Nov-06-25 01:55PM	Why Shift4 (FOUR) Stock Is Trading Up Today (StockStory)
09:30AM	Shift4 Payments (FOUR) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
08:39AM	Shift4 (NYSE:FOUR) Reports Q3 In Line With Expectations, Stock Soars (StockStory)
08:30AM	Shift4 Payments (FOUR) Q3 Earnings and Revenues Top Estimates (Zacks)
07:25AM	Shift4 Payments: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Shift4 Announces Third Quarter 2025 Results (Business Wire)
Nov-05-25 09:15AM	Insights Into Shift4 Payments (FOUR) Q3: Wall Street Projections for Key Metrics (Zacks)
07:27AM	What To Expect From Shift4 Payments Inc (FOUR) Q3 2025 Earnings (GuruFocus.com)
Nov-04-25 10:21PM	Shift4 (FOUR) Q3 Earnings: What To Expect (StockStory)
09:10PM	Pres. Trump re-nominates fmr. Shift4 Payments CEO Jared Isaacman to be head of NASA (CNBC TV)
Oct-31-25 10:29PM	D.A. Davidson Lowers PT on Shift4 Payments (FOUR), Keeps a Buy (Insider Monkey)
Oct-30-25 10:00AM	Shift4 Payments (FOUR) Reports Next Week: Wall Street Expects Earnings Growth (Zacks) -5.28%
Oct-29-25 02:11PM	Why Shift4 (FOUR) Stock Is Trading Lower Today (StockStory) -6.84%
Oct-28-25 12:01AM	3 Reasons FOUR Has Explosive Upside Potential (StockStory)
Oct-22-25 06:25AM	Shift4 to buy Worldline subsidiaries (Payments Dive)
Oct-21-25 04:30PM	Shift4 To Acquire Worldlines North American Subsidiaries (Business Wire)
Oct-17-25 09:54PM	Raymond James Cuts Shift4 Payments (FOUR) PT, Keeps Strong Buy Rating (Insider Monkey)
Oct-16-25 04:30PM	Shift4 Announces Date of Third Quarter Earnings Results and Upcoming Investor Conference Participation (Business Wire)
Oct-15-25 09:00AM	Shift4 Named to Fortune 100 Fastest-Growing Companies List for 2025 (Business Wire)
Oct-10-25 08:12AM	Shift4Payments (FOUR) Fell on Weaker Consumer Discretionary Spending (Insider Monkey)
Oct-09-25 02:14PM	Billionaire Isaacman Met With Trump Over Top NASA Job (Bloomberg)
09:45AM	3 top stock picks: How to play 'Liberation Day losers' (Yahoo Finance Video)
Oct-06-25 10:22AM	Shift4 Payments, Inc. (FOUR): A Bull Case Theory (Insider Monkey)
Oct-03-25 05:07PM	Shift4 Announces Date of Initial Preferred Stock Dividend (Business Wire)
Oct-02-25 11:36PM	Q2 Earnings Highlights: Shift4 (NYSE:FOUR) Vs The Rest Of The Payment Processing Stocks (StockStory)
Sep-30-25 05:10PM	Shift4, OneMain, Enova, Encore Capital Group, and American Express Shares Are Falling, What You Need To Know (StockStory)
12:30PM	2 High-Growth Stocks I'm Buying Now (Motley Fool)
Sep-29-25 07:00AM	3 High-Growth Stocks to Buy Now (Motley Fool)
Sep-17-25 11:40AM	PAGS or FOUR: Which Is the Better Value Stock Right Now? (Zacks)

Shift4 Payments, Inc. is an independent provider, which engages in the provision of payment acceptance and payment processing technology solutions in the U.S. based on total volume of payments processed. It operates through the U.S. and International geographical segments. The company was founded by Jared Isaacman in 1999 and is headquartered in Center Valley, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Isaacman Jared	10% Owner	Feb 27 '26	Buy	44.15	159,244	7,030,416	1,321,207	Mar 02 06:10 AM
Isaacman Jared	10% Owner	Feb 26 '26	Buy	48.38	136,993	6,627,845	1,161,963	Mar 02 06:10 AM
Disman Nancy	Director	Dec 11 '25	Sale	69.50	5,000	347,500	130,420	Dec 15 08:49 PM
Lauber David Taylor	Chief Executive Officer	Dec 11 '25	Sale	69.00	12,000	828,031	273,588	Dec 15 08:49 PM
Disman Nancy	Director	Dec 11 '25	Proposed Sale	69.50	5,000	347,500		Dec 11 04:20 PM
Lauber David Taylor	Officer	Dec 11 '25	Proposed Sale	69.00	12,000	828,031		Dec 11 04:20 PM
Whalen James J.	See Remarks	Nov 12 '25	Sale	71.50	1,438	102,817	54,736	Nov 14 04:05 PM
Whalen James J.	Officer	Nov 12 '25	Proposed Sale	71.50	1,438	102,817		Nov 12 04:50 PM
Disman Nancy	Chief Financial Officer	Sep 15 '25	Sale	87.28	5,000	436,404	135,420	Sep 17 04:05 PM
Disman Nancy	Director	Sep 15 '25	Proposed Sale	87.28	5,000	436,404		Sep 15 04:13 PM
Lauber David Taylor	Chief Executive Officer	Sep 03 '25	Sale	88.59	2,500	221,475	285,588	Sep 05 04:15 PM
Lauber David Taylor	Officer	Sep 03 '25	Proposed Sale	88.59	2,500	221,475		Sep 03 04:02 PM
Whalen James J.	See Remarks	Aug 15 '25	Sale	89.89	794	71,377	56,324	Aug 19 07:59 PM
Whalen James J.	Officer	Aug 15 '25	Proposed Sale	89.90	794	71,377		Aug 15 04:20 PM
Isaacman Jared	Executive Chairman	Aug 11 '25	Buy	83.61	104,705	8,754,040	939,715	Aug 11 04:47 PM
Isaacman Jared	Executive Chairman	Aug 08 '25	Buy	81.90	91,721	7,512,143	835,010	Aug 11 04:47 PM
Davis Karen Roter	Director	Jun 30 '25	Proposed Sale	100.00	750	75,000		Jun 30 04:04 PM
Goldsmith-Grover Sarah	Director	Jun 30 '25	Proposed Sale	100.00	2,957	295,700		Jun 30 04:04 PM
Disman Nancy	Chief Financial Officer	Jun 16 '25	Sale	90.33	10,000	903,319	167,622	Jun 17 08:54 PM
Davis Karen Roter	Director	Jun 12 '25	Sale	94.53	2,757	260,619	6,592	Jun 16 09:32 PM
Goldsmith-Grover Sarah	Director	Jun 12 '25	Sale	94.53	1,000	94,530	7,474	Jun 16 09:31 PM
Disman Nancy	Officer	Jun 16 '25	Proposed Sale	90.33	10,000	903,319		Jun 16 04:19 PM
Davis Karen Roter	Director	Jun 12 '25	Proposed Sale	94.53	2,757	260,619		Jun 16 04:13 PM
Goldsmith-Grover Sarah	Director	Jun 12 '25	Proposed Sale	94.53	1,000	94,530		Jun 12 04:19 PM
Frankel Jordan	See Remarks	Jun 09 '25	Sale	94.57	5,000	472,864	227,454	Jun 10 04:15 PM
Frankel Jordan	Officer	Jun 09 '25	Proposed Sale	94.57	5,000	472,865		Jun 09 04:09 PM
Lauber David Taylor	Chief Executive Officer	Jun 03 '25	Sale	94.47	2,500	236,175	256,981	Jun 05 04:15 PM
Lauber David Taylor	Officer	Jun 03 '25	Proposed Sale	94.47	2,500	236,175		Jun 03 04:22 PM
Disman Nancy	Chief Financial Officer	Mar 14 '25	Sale	84.98	10,000	849,790	177,622	Mar 17 05:23 PM
Disman Nancy	Officer	Mar 14 '25	Proposed Sale	84.98	10,000	849,790		Mar 14 04:38 PM
Frankel Jordan	See Remarks	Mar 10 '25	Sale	88.36	12,500	1,104,524	232,454	Mar 11 04:28 PM
Lauber David Taylor	President	Mar 06 '25	Sale	91.70	2,500	229,250	264,856	Mar 10 09:49 PM
Frankel Jordan	Officer	Mar 10 '25	Proposed Sale	88.36	12,500	1,104,523		Mar 10 05:18 PM
Lauber David Taylor	Officer	Mar 06 '25	Proposed Sale	91.70	2,500	229,250		Mar 06 04:41 PM
Whalen James J.	See Remarks	Mar 04 '25	Sale	94.00	195	18,330	57,118	Mar 05 12:39 PM
Whalen James J.	Officer	Mar 04 '25	Proposed Sale	94.00	195	18,330		Mar 04 05:04 PM

Open in Screener

BCHT

Birchtech Corp

Mar 02 • 10:39AM ET

2.37

+0.01 0.42 %

Industrials • Pollution & Treatment Controls • USA • AMEX

Index	-	P/E	-	EPS (ttm)	-0.21	Insider Own	31.95%	Shs Outstand	19.37M	Perf Week	-15.99%
Market Cap	46.11M	Forward P/E	-	EPS next Y	-	Insider Trans	5.29%	Shs Float	13.24M	Perf Month	-35.42%
Enterprise Value	44.61M	PEG	-	EPS next Q	-	Inst Own	0.51%	Short Float	0.21%	Perf Quarter	-45.45%
Income	-4.05M	P/S	2.42	EPS this Y	-	Inst Trans	11.11%	Short Ratio	0.29	Perf Half Y	-13.83%
Sales	19.09M	P/B	-	EPS next Y	-	ROA	-37.14%	Short Interest	0.03M	Perf YTD	-36.80%
Book/sh	-0.06	P/C	26.05	EPS next 5Y	-	ROE	-1048.08%	52W High	4.80 -50.62%	Perf Year	-3.23%
Cash/sh	0.09	P/FCF	-	EPS past 3/5Y	-38.88% -7.31%	ROIC	-	52W Low	2.00 18.50%	Perf 3Y	14.22%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	10.18% 8.80%	Gross Margin	47.83%	Volatility	10.08% 8.65%	Perf 5Y	-62.68%
Dividend TTM	-	EV/Sales	2.34	EPS Y/Y TTM	-1626.23%	Oper. Margin	-10.84%	ATR (14)	0.28	Perf 10Y	12.86%
Dividend Ex-Date	-	Quick Ratio	0.50	Sales Y/Y TTM	17.65%	Profit Margin	-21.20%	RSI (14)	23.26	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.55	EPS Q/Q	264.75%	SMA20	-21.87%	Beta	2.10	Target Price	15.00
Payout	-	Debt/Eq	-	Sales Q/Q	40.57%	SMA50	-33.39%	Rel Volume	2.73	Prev Close	2.36
Employees	15	LT Debt/Eq	-	Earnings	Nov 13 AMC	SMA200	-30.28%	Avg Volume	97.48K	Price	2.37
IPO	Apr 24, 2012	Option/Short	No / Yes	EPS/Sales Surpr.	200.00% 37.04%	Trades		Volume	57,949	Change	0.42%

Feb-26-26 08:00AM

Birchtech Announces Pricing of $15 Million Public Offering and Uplisting to NYSE American Stock Exchange

(GlobeNewswire) -14.59%

Birchtech Corp. is engaged in the development of mercury emission control technologies. It delivers patented and proprietary solutions to the global coal-power industry. The firm also offers mercury emission control and potable water treatment solutions. The company was founded by Richard A. MacPherson on July 19, 1983 and is headquartered in Corsicana, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MacPherson Richard	President and CEO	Feb 27 '26	Buy	2.40	312,500	750,000	2,955,095	Mar 02 08:39 AM

Open in Screener

PVLA

Palvella Therapeutics Inc

Mar 02 • 10:39AM ET

133.10

-1.92 -1.42 %

Healthcare • Biotechnology • USA • NASD

PVLA Palvella Therapeutics Inc daily Stock Chart

Peers: SRPT AGEN ADAP BLUE KURA FATE MRNA NVAX CRSP SGMO

| Held by: XBI VTI IWM IWO VXF VFMO VTWO IWC DWAS PTH

Index	RUT	P/E	-	EPS (ttm)	-	Insider Own	32.16%	Shs Outstand	11.09M	Perf Week	51.53%
Market Cap	1.58B	Forward P/E	-	EPS next Y	-3.88	Insider Trans	-0.28%	Shs Float	8.03M	Perf Month	62.52%
Enterprise Value	1.53B	PEG	-	EPS next Q	-0.91	Inst Own	75.11%	Short Float	20.86%	Perf Quarter	33.11%
Income	-	P/S	-	EPS this Y	55.07%	Inst Trans	20.38%	Short Ratio	5.35	Perf Half Y	159.45%
Sales	-	P/B	38.15	EPS next Y	-10.34%	ROA	-	Short Interest	1.67M	Perf YTD	27.16%
Book/sh	3.49	P/C	24.78	EPS next 5Y	13.97%	ROE	-	52W High	151.18 -11.96%	Perf Year	587.14%
Cash/sh	5.37	P/FCF	-	EPS past 3/5Y	48.30% 29.42%	ROIC	-	52W Low	18.23 630.31%	Perf 3Y	13.96%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	11.42% 8.68%	Perf 5Y	-38.83%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	54.84%	Oper. Margin	-	ATR (14)	10.43	Perf 10Y	-12.43%
Dividend Ex-Date	-	Quick Ratio	6.49	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	69.46	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	6.49	EPS Q/Q	62.90%	SMA20	41.37%	Beta	-0.29	Target Price	224.00
Payout	-	Debt/Eq	0.41	Sales Q/Q	-	SMA50	39.93%	Rel Volume	1.27	Prev Close	135.02
Employees	14	LT Debt/Eq	0.41	Earnings	Nov 11 BMO	SMA200	107.92%	Avg Volume	313.03K	Price	133.10
IPO	Jan 02, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	-22.87% -	Trades		Volume	86,424	Change	-1.42%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-07-26	Initiated	Mizuho	Outperform	$205
Dec-05-25	Initiated	BTIG Research	Buy	$167
Dec-04-25	Initiated	Craig Hallum	Buy	$175
Nov-19-25	Upgrade	Raymond James	Outperform → Strong Buy	$143
Sep-09-25	Initiated	Oppenheimer	Outperform	$85
Aug-06-25	Initiated	Raymond James	Outperform	$54
Jul-21-25	Initiated	Truist	Buy	$56
Apr-09-25	Initiated	Chardan Capital Markets	Buy	$50
Mar-26-25	Initiated	Stifel	Buy	$45
Mar-07-25	Initiated	Scotiabank	Sector Outperform	$50
Feb-20-25	Initiated	Canaccord Genuity	Buy	$39
Feb-05-25	Initiated	TD Cowen	Buy	$44
Dec-26-24	Initiated	H.C. Wainwright	Buy	$38
Dec-18-24	Initiated	Cantor Fitzgerald	Overweight
Mar-13-20	Upgrade	Robert W. Baird	Neutral → Outperform	$5
Jul-30-19	Downgrade	Robert W. Baird	Outperform → Neutral
May-14-19	Initiated	Robert W. Baird	Outperform	$5
Mar-19-18	Initiated	Jefferies	Buy	$12
Mar-19-18	Initiated	Evercore ISI	Outperform	$13
Jan-16-18	Reiterated	H.C. Wainwright	Buy	$9 → $12

Show Previous Ratings

Today 07:30AM	Palvella Therapeutics Announces Closing of Upsized Public Offering of Common Stock and Exercise in Full of the Underwriters' Option to Purchase Additional Shares (GlobeNewswire)
Feb-25-26 07:57PM	Palvella Therapeutics Announces Pricing of Upsized Public Offering (GlobeNewswire) +6.80% +15.35%
10:10AM	Palvella Therapeutics price target raised to $255 from $200 at H.C. Wainwright (TipRanks)
Feb-24-26 08:07PM	Palvella Therapeutics Shares Jump as Phase 3 SELVA Trial Hits Primary Endpoint for QTORIN Rapamycin (MarketBeat) +37.08%
04:08PM	Why Top 2% Palvella Therapeutics, Up 33%, Just Blew Past Its 50-Day Line (Investor's Business Daily)
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04:05PM	Palvella Therapeutics Announces Proposed Public Offering (GlobeNewswire)
11:10AM	Stocks Rally as AI-Fueled Worries Ease (Barchart)
10:15AM	Palvella Therapeutics (PVLA) Surges On Positive Phase 3 QTORIN SELVA Data (Benzinga)
09:59AM	Stocks Rebound as Software Stocks Recover (Barchart)
09:32AM	Why Top 2% Palvella Therapeutics Is About To Blow Past Its 50-Day Line (Investor's Business Daily)
06:30AM	Palvella Therapeutics Announces Positive Topline Results from Phase 3 SELVA Clinical Study of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) in Microcystic Lymphatic Malformations (GlobeNewswire)
06:00AM	Novo to cut GLP-1 drug prices; Palvella soars on study data (BioPharma Dive)
Feb-23-26 05:00PM	Palvella Therapeutics to Host Conference Call to Discuss Topline Results from Phase 3 SELVA Clinical Trial of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) in Microcystic Lymphatic Malformations (GlobeNewswire)
Feb-02-26 07:30AM	Palvella Therapeutics Announces Scientific Publication in Clinical and Experimental Dermatology Highlighting a Systematic Review of Real-World Statin Evidence and Persistent Treatment Gaps Resulting from the Lack of FDA-Approved Therapies in Porokeratosis (GlobeNewswire)
Jan-09-26 07:30AM	Palvella Therapeutics Provides Corporate Update and 2026 Outlook: Advancing a Late Clinical-Stage Pipeline and Platform to Address Multiple Serious, Rare Skin Diseases and Vascular Malformations with No FDA-Approved Therapies (GlobeNewswire) -5.10%
09:41AM	Loading…
Jan-07-26 09:41AM	Wayfair upgraded, Instacart initiated: Wall Street's top analyst calls (The Fly) +11.72%
07:30AM	Palvella Therapeutics Strengthens Leadership Team with Appointment of Veteran Medical Affairs Leader Vimal Patel, PharmD, as Senior Vice President of Medical Affairs (GlobeNewswire)
Dec-21-25 07:31AM	High Analyst Confidence on Palvella Therapeutics (PVLA) Following Encouraging Phase 2 Data for QTORIN Rapamycin (Insider Monkey)
Dec-16-25 10:40AM	Palvella Therapeutics price target raised to $200 from $120 at Oppenheimer (TipRanks) +8.80%
07:30AM	Palvella Therapeutics Granted FDA Fast Track Designation for QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) for the Treatment of Angiokeratomas (GlobeNewswire)
Dec-15-25 06:00AM	Palvella Therapeutics Announces Positive Topline Results from Phase 2 TOIVA Clinical Trial of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) for the Treatment of Cutaneous Venous Malformations, a Serious, Rare Genetic Disease with No FDA-approved Therapies (GlobeNewswire) -9.74%
Nov-24-25 11:05AM	The Short-Sellers May Be Right About This Red-Hot Pharma Stock (Barchart)
Nov-11-25 04:01PM	Palvella Therapeutics Inc (PVLA) Q3 2025 Earnings Call Highlights: Strategic Advancements and ... (GuruFocus.com)
07:37AM	Palvella Therapeutics: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Palvella Therapeutics Reports Third Quarter 2025 Financial Results and Provides Corporate Update (GlobeNewswire)
Nov-06-25 07:30AM	Palvella Therapeutics to Present at the Stifel 2025 Healthcare Conference (GlobeNewswire)
Nov-05-25 06:00AM	Palvella Therapeutics Announces New QTORIN Product Candidate, QTORIN Pitavastatin, for the Treatment of Disseminated Superficial Actinic Porokeratosis (DSAP), a Rare, Chronic, and Pre-Cancerous Genetic Skin Disease with No FDA-Approved Therapies (GlobeNewswire)
Nov-04-25 07:30AM	Palvella Therapeutics to Host Third Quarter 2025 Financial Results and Corporate Update Conference Call on November 11, 2025 (GlobeNewswire)
Oct-13-25 07:30AM	U.S. Food and Drug Administration Awards Year Two Proceeds from Orphan Products Grant Supporting Palvella Therapeutics' Phase 3 SELVA Trial of QTORIN Rapamycin for Microcystic Lymphatic Malformations (GlobeNewswire) +9.04%
Sep-24-25 06:00AM	Palvella Therapeutics Announces Expansion of QTORIN Rapamycin's Development into Clinically Significant Angiokeratomas, a Rare, Chronically Debilitating Lymphatic Disease with No FDA-approved Therapies (GlobeNewswire)
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Sep-17-25 07:30AM	Palvella Therapeutics Announces Scientific Publication in Lymphatic Research and Biology Highlighting Recent Advances in the Pathogenesis of Venous Malformations and the Real-World Use of Rapamycin as an Emerging Targeted Therapy (GlobeNewswire)
Sep-15-25 07:30AM	Palvella Therapeutics Completes Enrollment in Phase 2 TOIVA Trial of QTORIN Rapamycin for Cutaneous Venous Malformations (GlobeNewswire)
Sep-03-25 07:30AM	Palvella Therapeutics Strengthens Leadership with Appointment of Accomplished Scientist and Biopharmaceutical Executive David W. Osborne, Ph.D. as Chief Innovation Officer (GlobeNewswire)
Aug-28-25 07:30AM	Palvella Therapeutics to Present at Upcoming Healthcare Investor Conferences (GlobeNewswire) -9.12%
Aug-14-25 07:35AM	Palvella Therapeutics: Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	Palvella Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update (GlobeNewswire)
Aug-07-25 07:30AM	Palvella Therapeutics to Host Second Quarter 2025 Financial Results and Corporate Update Conference Call on August 14, 2025 (GlobeNewswire)
Aug-06-25 09:36AM	Snap downgraded, Leidos upgraded: Wall Street's top analyst calls (The Fly)
Aug-05-25 07:30AM	Palvella Therapeutics to Participate in the Canaccord Genuity 45th Annual Growth Conference (GlobeNewswire)
Jul-09-25 07:20AM	Palvella Therapeutics Completes Enrollment for Pivotal Phase 3 Trial of QTORIN Rapamycin (Insider Monkey)
Jun-30-25 07:30AM	Palvella Therapeutics Added to Russell 3000 and Russell 2000 Indexes (GlobeNewswire)
Jun-23-25 07:30AM	Palvella Therapeutics Completes Enrollment in Phase 3 SELVA Trial of QTORIN Rapamycin for Microcystic Lymphatic Malformations, Exceeding Enrollment Target by Over 25% (GlobeNewswire)
Jun-18-25 07:30AM	Palvella Therapeutics Granted Sixth U.S. Patent Covering 0.1-20% Anhydrous Compositions of Rapamycin and Other mTOR Inhibitors (GlobeNewswire)
Jun-09-25 07:30AM	Palvella Therapeutics Receives Initial Proceeds from FDA Orphan Products Grant to Support Phase 3 SELVA Trial of QTORIN Rapamycin for Microcystic Lymphatic Malformations (GlobeNewswire)
May-27-25 08:00AM	Palvella Therapeutics Strengthens Executive Leadership Team with Appointment of Rare Disease Commercial Veteran Ashley Kline as Chief Commercial Officer (GlobeNewswire)
May-16-25 03:09AM	Palvella Therapeutics Inc (PVLA) Q1 2025 Earnings Call Highlights: Strong Clinical Progress ... (GuruFocus.com)
May-15-25 07:30AM	Palvella Therapeutics Reports First Quarter 2025 Financial Results and Provides Corporate Update (GlobeNewswire)
May-08-25 07:30AM	Palvella Therapeutics to Host First Quarter 2025 Financial Results and Corporate Update Conference Call on May 15, 2025 (GlobeNewswire)
May-05-25 07:30AM	Palvella Therapeutics to Ring the Nasdaq Opening Bell on May 12, 2025 (GlobeNewswire)
Apr-30-25 05:44AM	Why Palvella Therapeutics, Inc. (PVLA) is Surging in 2025 (Insider Monkey)
Apr-23-25 04:15PM	Palvella Therapeutics Announces Abstract Highlighting the Estimated Diagnosed Prevalence and Annual Incidence of Lymphatic Malformations in the U.S. Accepted for Poster Presentation at the 82nd Annual Meeting of the Society for Investigative Dermatology (GlobeNewswire)
Apr-22-25 07:30AM	Palvella Therapeutics Granted Additional U.S. Patent for QTORIN Rapamycin for the Treatment of Microcystic Lymphatic Malformations (GlobeNewswire) +5.74%
Apr-11-25 07:30AM	Palvella Therapeutics Announces QTORIN Rapamycin 3.9% Anhydrous Gel for the Treatment of Microcystic Lymphatic Malformations Featured in Oral Presentation by Amy Paller, M.S., M.D., Chair of Dermatology at Northwestern University's Feinberg School of Medicine, at the 15th World Congress of Pediatric Dermatology (GlobeNewswire) +9.51%
Apr-04-25 08:00AM	Palvella Therapeutics to Present at the Jones Healthcare and Technology Innovation Conference (GlobeNewswire)
Apr-02-25 08:00AM	Palvella Therapeutics Announces Late-Breaking Oral Presentation at the 15th World Congress of Pediatric Dermatology (GlobeNewswire) +14.33%
Apr-01-25 12:52PM	Is Palvella Therapeutics Inc. (PVLA) the Best Performing NASDAQ Stock So Far in 2025? (Insider Monkey) -15.72%
03:01AM	Palvella Therapeutics Inc (PVLA) Q4 2024 Earnings Call Highlights: Navigating Financial ... (GuruFocus.com)
Mar-31-25 07:30AM	Palvella Therapeutics Reports Full Year 2024 Financial Results and Provides Corporate Update (GlobeNewswire)
Mar-27-25 09:50AM	Is Palvella Therapeutics (PVLA) the Best Performing Stock So Far in 2025? (InsiderMonkey)
Mar-18-25 08:30AM	Palvella Therapeutics to Host Full Year 2024 Financial Results Conference Call on March 31, 2025 (GlobeNewswire)
Mar-01-25 05:30PM	Why Palvella Therapeutics, Inc. (PVLA) is Skyrocketing So Far in 2025 (Insider Monkey)
Feb-25-25 08:00AM	Palvella Therapeutics to Present at the TD Cowen 45th Annual Healthcare Conference (GlobeNewswire)
Feb-21-25 09:35AM	Palantir initiated, Roku upgraded: Wall Streets top analyst calls (TipRanks)
Feb-10-25 08:00AM	Palvella Therapeutics to Expand Phase 3 SELVA Clinical Trial of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) for the Treatment of Microcystic Lymphatic Malformations to Include the Younger Pediatric Population, Children 3 to 5 Years Old (GlobeNewswire)
Jan-10-25 08:00AM	Palvella Therapeutics Announces Publication of Results from Phase 2 Clinical Trial of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) for the Treatment of Microcystic Lymphatic Malformations in the Journal of Vascular Anomalies (GlobeNewswire)
Jan-08-25 08:00AM	Palvella Therapeutics Announces First Patients Dosed in Phase 2 TOIVA Clinical Trial of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) for the Treatment of Cutaneous Venous Malformations (GlobeNewswire)
Dec-27-24 06:20AM	Palvella Therapeutics initiated with a Buy at H.C. Wainwright (TipRanks)
Nov-13-24 04:53PM	Pieris Pharmaceuticals: Q3 Earnings Snapshot (Associated Press Finance)
Nov-07-24 08:30AM	Palvella Therapeutics Announces First Patient Dosed in SELVA Phase 3 Clinical Trial of QTORIN 3.9% Rapamycin Anhydrous Gel (QTORIN rapamycin) for the Treatment of Microcystic Lymphatic Malformations (GlobeNewswire)
Oct-17-24 07:30AM	Palvella Therapeutics Appoints Matthew E. Korenberg as Chief Financial Officer (GlobeNewswire)
Oct-15-24 07:30AM	Palvella Therapeutics Announces Presentations at the 12th Pediatric Dermatology Research Alliance (PeDRA) Annual Conference (GlobeNewswire)
Oct-03-24 07:30AM	Palvella Therapeutics Awarded Up to $2.6 million Grant from the U.S. Food and Drug Administration (FDA) Office of Orphan Products Development to Support Phase 3 Single-Arm, Baseline-Controlled Trial in Microcystic Lymphatic Malformations (GlobeNewswire)
Aug-14-24 07:11PM	Pieris Pharmaceuticals: Q2 Earnings Snapshot (Associated Press Finance)
Jul-24-24 06:30AM	Palvella Therapeutics and Pieris Pharmaceuticals Announce Definitive Merger Agreement (ACCESSWIRE) +88.60%
Jul-08-24 08:15AM	Avacta Announces the Appointment of Darlene Deptula-Hicks as Non-Executive Director of the Board of Directors (GlobeNewswire) -10.60%
May-17-24 02:52PM	PIRS Stock Earnings: Pieris Pharmaceuticals Reported Results for Q1 2024 (InvestorPlace)
May-15-24 05:43PM	Pieris Pharmaceuticals: Q1 Earnings Snapshot (Associated Press Finance)
Apr-19-24 12:10PM	Pieris Pharmaceuticals Announces 1-for-80 Reverse Stock Split (ACCESSWIRE) -6.60%
Mar-27-24 08:00AM	Pieris Pharmaceuticals Announces Strategy to Maximize Partnered Milestone and Royalty Potential (ACCESSWIRE)
Nov-14-23 05:36PM	Pieris Pharmaceuticals: Q3 Earnings Snapshot (Associated Press Finance) -7.36%
Sep-25-23 12:00PM	Pieris Pharmaceuticals (PIRS) Upgraded to Strong Buy: Here's Why (Zacks)
Aug-24-23 12:32PM	Is Pieris Pharmaceuticals (PIRS) a Value Trap? A Comprehensive Analysis (GuruFocus.com)
Aug-23-23 12:00PM	Pieris Pharmaceuticals (PIRS) Upgraded to Strong Buy: Here's What You Should Know (Zacks) +19.68%
Aug-17-23 08:00AM	Pieris Pharmaceuticals Announces Milestone Achievement for Boston Pharmaceuticals' Initiation of Phase 1/2 Study of BOS-342, a 4-1BB/GPC3 Immuno-Oncology Bispecific (ACCESSWIRE) +8.06%
Jul-19-23 02:02PM	Pieris lays off most staff after AstraZeneca pulls out of partnership (American City Business Journals)
08:40AM	Pieris (PIRS) Pursues Strategic Alternatives, Stock Rises (Zacks)
Jul-18-23 01:59PM	Why Pieris Pharmaceuticals Shares Shooting Higher Today? (Benzinga) +11.81%
09:15AM	Pieris Pharmaceuticals Provides Strategic Update and Announces Restructuring (ACCESSWIRE)
Jul-17-23 07:29AM	3 Doomed Biotech Stocks Destined for Disaster (InvestorPlace)
Jun-23-23 10:50AM	Pieris (PIRS) Declines as AZN Halts Study of Asthma Candidate (Zacks) +12.02%
Jun-21-23 07:00AM	Pieris Pharmaceuticals Announces AstraZeneca Discontinuation of Phase 2a Trial of Elarekibep (PRS-060/AZD1402) Due to New Non-Clinical Safety Findings From 13-week Toxicology Study (ACCESSWIRE) -70.86%
Jun-11-23 10:28AM	We're A Little Worried About Pieris Pharmaceuticals' (NASDAQ:PIRS) Cash Burn Rate (Simply Wall St.)
Jun-02-23 04:30PM	Pieris Pharmaceuticals to Present at Jefferies 2023 Healthcare Conference (ACCESSWIRE) +5.35%
May-22-23 08:00AM	Pieris Pharmaceuticals Announces Presentation of Encouraging Preclinical Data for PRS-400 at ATS 2023 International Conference (ACCESSWIRE) +6.00%
May-21-23 08:00AM	Pieris Pharmaceuticals Announces Presentation of Promising Preclinical Data for PRS-220 at ATS 2023 International Conference (ACCESSWIRE)
May-15-23 06:07AM	Pieris Pharmaceuticals, Inc. (NASDAQ:PIRS) Analysts Just Cut Their EPS Forecasts Substantially (Simply Wall St.)
May-11-23 01:41PM	Pieris Pharmaceuticals, Inc. (NASDAQ:PIRS) Q1 2023 Earnings Call Transcript (Insider Monkey) +10.60%
May-10-23 08:15AM	Pieris Pharmaceuticals (PIRS) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
07:00AM	Pieris Pharmaceuticals Reports First Quarter 2023 Financial Results and Business Updates (ACCESSWIRE)
May-05-23 06:41AM	Pieris Pharmaceuticals, Inc.'s (NASDAQ:PIRS) Shares Lagging The Industry But So Is The Business (Simply Wall St.) +7.42%

Palvella Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing and commercializing novel therapies to treat patients suffering from serious, rare genetic skin diseases for which there are no FDA-approved therapies. It develops a pipeline of treatments for rare genetic skin diseases using its patented QTORIN platform. The company was founded in 2015 and is headquartered in Wayne, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
JENKINS GEORGE M	Director	Feb 27 '26	Buy	125.00	4,000	500,000	187,171	Mar 02 08:00 AM
HERON ELAINE J	Director	Feb 27 '26	Buy	125.00	2,400	300,000	47,812	Mar 02 08:00 AM
Goin Kathleen	Chief Operating Officer	Feb 18 '26	Option Exercise	8.11	4,302	34,883	4,302	Feb 20 04:05 PM
Goin Kathleen	Chief Operating Officer	Feb 18 '26	Sale	79.40	4,302	341,564	0	Feb 20 04:05 PM
Goin Kathleen	Officer	Feb 18 '26	Proposed Sale	80.09	4,301	344,467		Feb 18 03:59 PM
Goin Kathleen	Chief Operating Officer	Jan 21 '26	Option Exercise	8.11	4,302	34,883	4,302	Jan 23 04:05 PM
Goin Kathleen	Chief Operating Officer	Jan 21 '26	Sale	97.63	4,302	419,983	0	Jan 23 04:05 PM
Goin Kathleen	Officer	Jan 21 '26	Proposed Sale	98.01	4,302	421,639		Jan 21 04:33 PM
Goin Kathleen	Chief Operating Officer	Dec 17 '25	Option Exercise	8.11	4,302	34,883	4,302	Dec 19 04:05 PM
Goin Kathleen	Chief Operating Officer	Dec 17 '25	Sale	96.47	4,302	415,023	0	Dec 19 04:05 PM
Goin Kathleen	Officer	Dec 17 '25	Proposed Sale	96.81	4,302	416,477		Dec 17 04:33 PM
Goin Kathleen	Chief Operating Officer	Nov 19 '25	Option Exercise	8.11	4,302	34,883	4,302	Nov 21 04:25 PM
Goin Kathleen	Chief Operating Officer	Nov 19 '25	Sale	86.23	4,302	370,965	0	Nov 21 04:25 PM
Goin Kathleen	Officer	Nov 19 '25	Proposed Sale	82.94	4,302	356,808		Nov 19 04:46 PM
JENKINS GEORGE M	Director	Apr 09 '25	Buy	20.27	2,490	50,472	13,516	Apr 10 07:06 PM
JENKINS GEORGE M	Director	Apr 09 '25	Buy	20.13	2,500	50,325	183,171	Apr 10 07:06 PM

Open in Screener

BWFG

Bankwell Financial Group Inc

Mar 02 • 10:39AM ET

46.34

-0.36 -0.77 %

Financial • Banks - Regional • USA • NASD

BWFG Bankwell Financial Group Inc daily Stock Chart

Peers: UBSI CHCO RNST SRCE WSFS FMBH CAC TMP FSBW FUNC

| Held by: VTI IWM AVUV VXF IWN DFAT VTWO BSVO DFAS IWC

Index	RUT	P/E	10.43	EPS (ttm)	4.44	Insider Own	26.48%	Shs Outstand	7.90M	Perf Week	-1.49%
Market Cap	365.04M	Forward P/E	8.43	EPS next Y	5.50	Insider Trans	1.48%	Shs Float	5.79M	Perf Month	-2.99%
Enterprise Value	-	PEG	-	EPS next Q	1.23	Inst Own	45.93%	Short Float	3.06%	Perf Quarter	0.78%
Income	34.85M	P/S	1.76	EPS this Y	17.23%	Inst Trans	2.81%	Short Ratio	4.36	Perf Half Y	9.11%
Sales	207.82M	P/B	1.21	EPS next Y	5.43%	ROA	1.05%	Short Interest	0.18M	Perf YTD	1.13%
Book/sh	38.16	P/C	-	EPS next 5Y	-	ROE	12.18%	52W High	51.54 -10.09%	Perf Year	46.23%
Cash/sh	-	P/FCF	10.79	EPS past 3/5Y	-2.44% 42.78%	ROIC	9.39%	52W Low	26.39 75.60%	Perf 3Y	52.99%
Dividend Est.	0.80 (1.73%)	EV/EBITDA	-	Sales past 3/5Y	19.63% 20.91%	Gross Margin	-	Volatility	2.81% 3.24%	Perf 5Y	84.18%
Dividend TTM	0.80 (1.73%)	EV/Sales	-	EPS Y/Y TTM	281.67%	Oper. Margin	23.33%	ATR (14)	1.45	Perf 10Y	135.35%
Dividend Ex-Date	Feb 10, 2026	Quick Ratio	-	Sales Y/Y TTM	6.06%	Profit Margin	16.77%	RSI (14)	39.70	Recom	2.33
Dividend Gr. 3/5Y	0.00% 7.39%	Current Ratio	0.15	EPS Q/Q	265.08%	SMA20	-4.79%	Beta	0.67	Target Price	52.00
Payout	17.98%	Debt/Eq	0.60	Sales Q/Q	10.61%	SMA50	-3.48%	Rel Volume	0.58	Prev Close	46.70
Employees	144	LT Debt/Eq	0.23	Earnings	Jan 29 BMO	SMA200	8.25%	Avg Volume	40.69K	Price	46.34
IPO	Oct 13, 2004	Option/Short	No / Yes	EPS/Sales Surpr.	-3.09% 8.07%	Trades		Volume	5,175	Change	-0.77%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-02-26	Reiterated	Hovde Group	Market Perform	$48 → $49
Jul-29-25	Reiterated	Hovde Group	Market Perform	$38.50 → $42
Jun-26-25	Initiated	Raymond James	Mkt Perform
Jun-23-25	Resumed	Hovde Group	Market Perform	$35 → $38.50
May-10-23	Initiated	Hovde Group	Outperform	$26
May-05-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$32 → $35
May-04-21	Upgrade	Boenning & Scattergood	Neutral → Outperform	$33
May-08-18	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Sep-10-15	Upgrade	Keefe Bruyette	Mkt Perform → Outperform

Feb-23-26 10:00AM	Bankwell Opens Brooklyn Office to Expand Commercial and Private Client Banking Presence in New York (Business Wire)
Jan-30-26 08:02PM	Bankwell Financial Group Inc (BWFG) Q4 2025 Earnings Call Highlights: Strong Income and Asset ... (GuruFocus.com)
Jan-29-26 12:11PM	Bankwell Financial Group Q4 Earnings Call Highlights (MarketBeat)
09:15AM	Bankwell Financial Group, Inc. (BWFG) Q4 Earnings Lag Estimates (Zacks)
08:00AM	Bankwell Financial Group Reports Operating Results for the Fourth Quarter, Declares First Quarter Dividend (Business Wire)
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Jan-28-26 06:25PM	Northeast Community Bancorp (NECB) Q4 Earnings and Revenues Lag Estimates (Zacks)
Jan-22-26 08:40AM	S&T Bancorp (STBA) Meets Q4 Earnings Estimates (Zacks)
Jan-15-26 08:00AM	Bankwell Financial Group, Inc. Announces Date of Fourth Quarter Earnings Conference Call (Business Wire)
Dec-05-25 09:40AM	Is Bank of Nova Scotia (BNS) Stock Outpacing Its Finance Peers This Year? (Zacks)
Nov-19-25 09:41AM	Has Bankwell Financial Group (BWFG) Outpaced Other Finance Stocks This Year? (Zacks)
Oct-29-25 12:00PM	What Makes Bankwell Financial Group (BWFG) a New Buy Stock (Zacks)
09:40AM	Is American Healthcare REIT, Inc. (AHR) Outperforming Other Finance Stocks This Year? (Zacks)
Oct-23-25 05:06PM	Bankwell Financial Group Inc (BWFG) Q3 2025 Earnings Call Highlights: Strong Net Income and ... (GuruFocus.com)
09:15AM	Bankwell Financial Group, Inc. (BWFG) Beats Q3 Earnings and Revenue Estimates (Zacks)
08:00AM	Bankwell Financial Group Reports Operating Results for the Third Quarter, Declares Fourth Quarter Dividend (Business Wire)
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Oct-22-25 09:46AM	Bankwell Financial Group Inc (BWFG) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-21-25 06:20PM	Fulton Financial (FULT) Q3 Earnings and Revenues Top Estimates (Zacks)
Oct-09-25 10:00AM	Bankwell Financial Group, Inc. Announces Date of Third Quarter Earnings Conference Call (Business Wire)
Jul-28-25 07:00AM	Bankwell Financial Group Reports Operating Results for the Second Quarter, Declares Third Quarter Dividend (Business Wire) +6.50%
Jul-25-25 09:26AM	Bankwell Financial Group Inc (BWFG) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jul-14-25 09:59AM	Bankwell Financial Group, Inc. Announces Date of Second Quarter Earnings Conference Call (Business Wire)
Apr-25-25 05:52AM	Q1 2025 Bankwell Financial Group Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-24-25 03:09PM	Bankwell Financial Group, Inc. (BWFG) Q1 2025 Earnings Call Transcript (Seeking Alpha)
Apr-23-25 04:01PM	Bankwell Financial Group Reports Operating Results for the First Quarter, Declares Second Quarter Dividend (Business Wire)
Apr-10-25 08:56AM	Bankwell Financial Group, Inc. Announces Date of First Quarter Earnings Conference Call (Business Wire) -6.80%
Mar-20-25 08:15AM	Bankwell Financial names Brian Merritt as chief technology officer. (SeekingAlpha)
08:00AM	Bankwell Appoints Brian Merritt as Chief Technology Officer (Business Wire)
Mar-18-25 08:20AM	Bankwell Financial Group (BWFG): Among Stocks Insiders Are Buying In March (Insider Monkey)
Jan-22-25 04:07PM	Bankwell Financial Group Reports Operating Results for the Fourth Quarter, Declares First Quarter Dividend (Business Wire)
07:10AM	Bankwell Financial Group Inc (BWFG) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
07:07AM	Loading…
Jan-21-25 07:07AM	Bankwell Financial Group Inc (BWFG) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jan-09-25 04:17PM	Bankwell Financial Group, Inc. Announces Date of Fourth Quarter Earnings Conference Call (Business Wire)
Dec-23-24 03:41PM	Bankwell Financial Group Director, Lawrence B. Seidman, Approved to Increase Position in Company (Business Wire)
Oct-28-24 04:42PM	Bankwell Financial Group Reports Operating Results for the Third Quarter, Declares Fourth Quarter Dividend, and Announces Share Repurchase Plan (Business Wire)
09:08AM	Bankwell Financial Group Inc (BWFG) Q3 2024: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Oct-25-24 09:03AM	What To Expect From Bankwell Financial Group Inc (BWFG) Q3 2024 Earnings (GuruFocus.com)
Oct-10-24 04:59PM	Bankwell Financial Group, Inc. Announces Date of Third Quarter Earnings Conference Call (Business Wire)
Sep-17-24 03:49PM	Bankwell Hires Head of SBA Lending (Business Wire)
Sep-13-24 01:02PM	SEIDMAN LAWRENCE B Bolsters Position in Bankwell Financial Group Inc (GuruFocus.com)
Sep-12-24 11:02AM	SEIDMAN LAWRENCE B Bolsters Position in Bankwell Financial Group Inc (GuruFocus.com)
01:31AM	SEIDMAN LAWRENCE B's Strategic Acquisition in Bankwell Financial Group Inc (GuruFocus.com)
Jul-24-24 04:39PM	Bankwell Financial Group Reports Operating Results for the Second Quarter and Declares Third Quarter Dividend (Business Wire)
Jul-01-24 04:08PM	Kevin Leito Elected to the Board of Directors of Bankwell Financial Group, Inc. and Bankwell Bank (Business Wire)
May-14-24 01:01PM	Insider Sale: EVP & Chief Credit Officer Christine Chivily Sells Shares of Bankwell ... (GuruFocus.com)
Apr-24-24 05:45PM	Bankwell Financial Group Inc. Reports Q1 Earnings: A Comparative Analysis with Analyst Expectations (GuruFocus.com)
04:15PM	Bankwell Financial Group Reports Operating Results for the First Quarter and Declares Second Quarter Dividend (Business Wire)
Jan-24-24 04:53PM	Bankwell Financial Group Inc (BWFG) Reports Mixed 2023 Results and Declares Dividend (GuruFocus.com)
04:07PM	Bankwell Financial Group Reports Operating Results for the Fourth Quarter and Full Year 2023; Declares First Quarter Dividend (Business Wire)
Oct-25-23 04:01PM	Bankwell Financial Group Reports Operating Results for the Third Quarter and Declares Fourth Quarter Dividend (Business Wire)
Sep-19-23 03:07PM	SEIDMAN LAWRENCE B Acquires Significant Stake in Bankwell Financial Group Inc (GuruFocus.com)
Sep-15-23 03:01AM	Insider Sell: Director Todd Lampert Sells 4,000 Shares of Bankwell Financial Group Inc (GuruFocus.com)
Aug-06-23 08:07AM	Here's What We Like About Bankwell Financial Group's (NASDAQ:BWFG) Upcoming Dividend (Simply Wall St.)
Aug-05-23 08:01AM	Anahaita Kotval Buys Handful Of Shares In Bankwell Financial Group (Simply Wall St.)
Jul-30-23 08:11AM	Bankwell Financial Group's (NASDAQ:BWFG) Dividend Will Be $0.20 (Simply Wall St.)
Jul-26-23 05:15PM	Bankwell Financial Group Reports Operating Results for the Second Quarter and Declares Third Quarter Dividend (Business Wire)
Jul-25-23 06:30PM	Bankwell Hires Chief Innovation Officer (Business Wire)
Jun-12-23 08:19AM	Bankwell Financial Group's (NASDAQ:BWFG) investors will be pleased with their favorable 73% return over the last three years (Simply Wall St.)
Jun-05-23 06:44AM	Daily Vickers Top Insider Picks for 06/05/2023 (Argus Research)
Jun-01-23 06:29AM	Daily Vickers Top Insider Picks for 06/01/2023 (Argus Research)
May-31-23 06:40AM	Daily Vickers Top Insider Picks for 05/31/2023 (Argus Research)
May-30-23 06:50AM	Daily Vickers Top Insider Picks for 05/30/2023 (Argus Research)
May-26-23 06:59AM	Daily Vickers Top Insider Picks for 05/26/2023 (Argus Research)
May-25-23 06:38AM	Daily Vickers Top Insider Picks for 05/25/2023 (Argus Research)
May-24-23 06:43AM	Daily Vickers Top Insider Picks for 05/24/2023 (Argus Research)
May-23-23 06:33AM	Daily Vickers Top Insider Picks for 05/23/2023 (Argus Research)
May-22-23 07:49AM	Daily Vickers Top Insider Picks for 05/22/2023 (Argus Research)
May-21-23 08:07AM	Retail investors account for 37% of Bankwell Financial Group, Inc.'s (NASDAQ:BWFG) ownership, while institutions account for 36% (Simply Wall St.)
May-19-23 07:03AM	Daily Vickers Top Insider Picks for 05/19/2023 (Argus Research)
May-18-23 06:39AM	Daily Vickers Top Insider Picks for 05/18/2023 (Argus Research)
May-17-23 06:35AM	Daily Vickers Top Insider Picks for 05/17/2023 (Argus Research) +5.37%
May-16-23 06:24AM	Daily Vickers Top Insider Picks for 05/16/2023 (Argus Research)
May-15-23 06:54AM	Daily Vickers Top Insider Picks for 05/15/2023 (Argus Research)
May-12-23 06:52AM	Daily Vickers Top Insider Picks for 05/12/2023 (Argus Research)
May-11-23 07:02AM	Daily Vickers Top Insider Picks for 05/11/2023 (Argus Research)
May-10-23 06:32AM	Daily Vickers Top Insider Picks for 05/10/2023 (Argus Research)
May-09-23 06:40AM	Daily Vickers Top Insider Picks for 05/09/2023 (Argus Research)
May-08-23 06:41AM	Daily Vickers Top Insider Picks for 05/08/2023 (Argus Research)
May-05-23 06:58AM	Daily Vickers Top Insider Picks for 05/05/2023 (Argus Research)
May-04-23 06:29AM	Daily Vickers Top Insider Picks for 05/04/2023 (Argus Research)
Apr-30-23 08:04AM	Bankwell Financial Group (NASDAQ:BWFG) Is Due To Pay A Dividend Of $0.20 (Simply Wall St.)
Apr-26-23 04:51PM	Bankwell Financial Group Reports Operating Results for the First Quarter and Declares Second Quarter Dividend (Business Wire)
Mar-24-23 06:42AM	Daily Vickers Top Buyers & Sellers for 03/24/2023 (Argus Research)
Mar-17-23 06:47AM	Daily Vickers Top Insider Picks for 03/17/2023 (Argus Research)
Mar-13-23 06:32AM	Daily Vickers Top Buyers & Sellers for 03/13/2023 (Argus Research) -6.76%
Mar-10-23 05:16AM	Insider Buying: The Bankwell Financial Group, Inc. (NASDAQ:BWFG) Independent Director Just Bought 17% More Shares (Simply Wall St.)
Mar-09-23 05:10PM	Jeffrey Dunne Elected to the Board of Directors of Bankwell Financial Group, Inc. and Bankwell Bank (Business Wire)
Mar-08-23 06:30AM	Daily Vickers Top Buyers & Sellers for 03/08/2023 (Argus Research)
Mar-06-23 07:22AM	Daily Vickers Top Buyers & Sellers for 03/06/2023 (Argus Research)
Feb-26-23 09:00AM	Here's Why Bankwell Financial Group (NASDAQ:BWFG) Has Caught The Eye Of Investors (Simply Wall St.)
Feb-05-23 07:01AM	Bankwell Financial Group (NASDAQ:BWFG) Is Due To Pay A Dividend Of $0.20 (Simply Wall St.)
Jan-25-23 04:38PM	Bankwell Financial Group Reports Record Loan Growth for the Fourth Quarter and Full Year 2022; Declares First Quarter Dividend (Business Wire)
Jan-03-23 05:16AM	Bankwell Financial Group (NASDAQ:BWFG) shareholders have endured a 4.5% loss from investing in the stock five years ago (Simply Wall St.)
Dec-10-22 07:05AM	Insider Buying: The Bankwell Financial Group, Inc. (NASDAQ:BWFG) Independent Director Just Bought 8.1% More Shares (Simply Wall St.)
Nov-29-22 05:04AM	Individual investors account for 37% of Bankwell Financial Group, Inc.'s (NASDAQ:BWFG) ownership, while institutions account for 37% (Simply Wall St.)
Nov-08-22 03:10PM	Bankwell Announces New CFO (Business Wire)
Nov-05-22 08:14AM	Is It Smart To Buy Bankwell Financial Group, Inc. (NASDAQ:BWFG) Before It Goes Ex-Dividend? (Simply Wall St.)
Oct-26-22 05:56PM	Bankwell Financial Group Reports Strong Operating Results on Record Loan Growth for the Third Quarter; Declares Fourth Quarter Dividend (Business Wire)
Aug-29-22 08:07AM	If EPS Growth Is Important To You, Bankwell Financial Group (NASDAQ:BWFG) Presents An Opportunity (Simply Wall St.)
Aug-08-22 06:14AM	Why You Might Be Interested In Bankwell Financial Group, Inc. (NASDAQ:BWFG) For Its Upcoming Dividend (Simply Wall St.)
Jul-27-22 04:30PM	Bankwell Financial Group Reports Record Net Income for the Second Quarter; Gross Loans Surpass $2 Billion; and Declares Third Quarter Dividend (Business Wire)

Bankwell Financial Group, Inc. is a bank holding company, which engages in the provision of financial services through its banking subsidiary, Bankwell Bank. It offers checking, savings, money market, online and mobile banking, debit cards, and personal loans. The firm also delivers business banking solutions such as business checking, treasury management, business savings, commercial services, business loans and lines of credit, and commercial mortgages. The company was founded in 2002 and is headquartered in New Canaan, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SEIDMAN LAWRENCE B	Director	Feb 27 '26	Buy	46.80	2,520	117,926	200,244	Mar 02 09:13 AM
Leitao Kevin D	Director	Feb 23 '26	Sale	46.39	200	9,278	500	Feb 23 03:20 PM
SEIDMAN LAWRENCE B	Director	Feb 12 '26	Buy	48.11	1,600	76,982	195,151	Feb 13 08:43 AM
Gruseke Christopher R	CEO	Feb 09 '26	Sale	49.79	5,056	251,738	172,147	Feb 11 03:16 PM
McNeill Matt	President & CBO	Feb 09 '26	Sale	49.83	3,794	189,055	45,019	Feb 11 09:59 AM
Brunner Steven H	EVP & Chief Risk Officer	Feb 09 '26	Sale	49.85	1,876	93,519	3,389	Feb 10 03:29 PM
Sacchetti Courtney E	EVP & Chief Financial Officer	Feb 09 '26	Sale	49.79	1,062	52,877	3,201	Feb 10 11:40 AM
Chivily Christine	EVP & Chief Credit Officer	Feb 09 '26	Sale	49.80	1,985	98,853	16,186	Feb 10 11:38 AM
Fusaro Angelo G	Principal Accounting Officer	Feb 09 '26	Sale	49.88	316	15,762	2,273	Feb 10 11:37 AM
Sacchetti Courtney E	Officer	Feb 09 '26	Proposed Sale	49.79	1,062	52,874		Feb 09 04:23 PM
McNeill Matt	Officer	Feb 09 '26	Proposed Sale	49.83	3,794	189,071		Feb 09 04:21 PM
Chivily Christine	EVP & Chief Credit Officer	Feb 09 '26	Proposed Sale	49.80	1,985	98,852		Feb 09 04:19 PM
Brunner Steven H	EVP & Chief Risk Officer	Feb 09 '26	Proposed Sale	49.85	1,876	93,520		Feb 09 04:15 PM
Gruseke Christopher R	CEO	Feb 09 '26	Proposed Sale	49.79	5,056	251,746		Feb 09 04:12 PM
Drexler Blake S	Director	Dec 05 '25	Buy	47.64	178	8,480	36,827	Dec 08 10:58 AM
Dunne Jeffrey R	Director	Dec 05 '25	Buy	47.64	363	17,293	5,448	Dec 08 10:57 AM
Porto Carl M	Director	Dec 05 '25	Buy	47.64	470	22,391	21,307	Dec 08 10:56 AM
Dale Eric J	Director	Dec 05 '25	Buy	47.64	746	35,539	41,296	Dec 08 10:56 AM
SEIDMAN LAWRENCE B	Director	Dec 05 '25	Buy	47.64	376	17,913	4,151	Dec 08 10:54 AM
SEIDMAN LAWRENCE B	Director	Dec 08 '25	Buy	47.95	75	3,596	15,413	Dec 08 10:54 AM
Chivily Christine	Officer	Nov 12 '25	Proposed Sale	45.86	2,533	116,164		Nov 14 04:31 PM
Chivily Christine	EVP & Chief Credit Officer	Nov 12 '25	Sale	45.52	2,553	116,213	13,939	Nov 12 01:05 PM
SEIDMAN LAWRENCE B	Director	Sep 12 '25	Buy	45.91	17,000	780,512	194,509	Sep 15 08:15 AM
Brunner Steven H	EVP & Chief Risk Officer	Sep 11 '25	Sale	44.55	421	18,756	1,548	Sep 12 01:10 PM
SEIDMAN LAWRENCE B	Director	Sep 11 '25	Buy	44.78	11,000	492,525	187,397	Sep 12 09:16 AM
SEIDMAN LAWRENCE B	Director	Sep 10 '25	Buy	44.54	11,000	489,927	182,795	Sep 11 10:46 AM
Drexler Blake S	Director	Sep 04 '25	Buy	42.45	170	7,217	36,649	Sep 05 03:50 PM
Dunne Jeffrey R	Director	Sep 04 '25	Buy	42.45	407	17,277	5,085	Sep 05 03:49 PM
Porto Carl M	Director	Sep 04 '25	Buy	42.45	506	21,480	20,837	Sep 05 03:48 PM
Dale Eric J	Director	Sep 04 '25	Buy	42.45	819	34,767	40,550	Sep 05 02:02 PM
SEIDMAN LAWRENCE B	Director	Sep 04 '25	Buy	42.45	448	19,018	3,775	Sep 05 02:01 PM
SEIDMAN LAWRENCE B	Director	Sep 05 '25	Buy	42.53	180	7,655	15,338	Sep 05 02:01 PM
Brunner Steven H	Officer	Sep 02 '25	Proposed Sale	41.54	245	10,177		Sep 02 12:38 PM
Brunner Steven H	EVP & Chief Risk Officer	Sep 02 '25	Sale	41.55	245	10,180	1,969	Sep 02 11:04 AM
Lampert Todd	Director	Aug 28 '25	Sale	42.29	3,300	139,557	13,533	Aug 29 08:47 AM
Lampert Todd	Director	Aug 27 '25	Sale	42.57	2,000	85,140	16,833	Aug 29 08:47 AM
TODD LAMPERT	Director	Aug 28 '25	Proposed Sale	42.29	3,300	139,558		Aug 28 04:06 PM
TODD LAMPERT	Director	Aug 27 '25	Proposed Sale	42.57	2,000	85,137		Aug 27 05:13 PM
Hildebrand Ryan Jason	Chief Innovation Officer	Aug 04 '25	Sale	39.69	2,051	81,404	0	Aug 05 01:16 PM
Hildebrand Ryan Jason	Chief Innovation Officer	Jul 01 '25	Sale	36.86	1,282	47,255	2,051	Jul 02 12:43 PM
Chivily Christine	EVP & Chief Credit Officer	Jul 01 '25	Sale	36.59	389	14,234	16,492	Jul 02 12:42 PM
Hildebrand Ryan Jason	Officer	Jul 01 '25	Proposed Sale	36.86	1,282	47,255		Jul 01 04:01 PM
Chivily Christine	Officer	Jul 01 '25	Proposed Sale	36.59	389	14,232		Jul 01 01:14 PM
Hildebrand Ryan Jason	Chief Innovation Officer	Jun 11 '25	Sale	35.49	1,885	66,899	0	Jun 11 04:50 PM
Hildebrand Ryan Jason	Officer	Jun 11 '25	Proposed Sale	35.30	1,885	66,540		Jun 11 01:27 PM
Porto Carl M	Director	Jun 06 '25	Buy	35.67	641	22,864	20,331	Jun 09 02:25 PM
Dale Eric J	Director	Jun 06 '25	Buy	35.67	1,049	37,418	39,731	Jun 09 02:21 PM
Dunne Jeffrey R	Director	Jun 06 '25	Buy	35.67	501	17,871	4,678	Jun 09 02:13 PM
SEIDMAN LAWRENCE B	Director	Jun 06 '25	Buy	35.67	550	19,618	3,327	Jun 09 02:12 PM
Drexler Blake S	Director	Jun 06 '25	Buy	35.67	255	9,096	36,479	Jun 09 02:08 PM
Brunner Steven H	EVP & Chief Risk Officer	Apr 30 '25	Sale	33.36	807	26,922	1,548	May 01 11:34 AM
Brunner Steven H	EVP & Chief Risk Officer	Mar 17 '25	Sale	28.98	454	13,157	2,355	Mar 17 02:36 PM
Brunner Steven H	Officer	Mar 17 '25	Proposed Sale	28.98	454	13,157		Mar 17 01:53 PM
SEIDMAN LAWRENCE B	Director	Mar 12 '25	Buy	29.04	95	2,759	2,777	Mar 13 01:30 PM
Dunne Jeffrey R	Director	Mar 12 '25	Buy	29.04	85	2,468	4,177	Mar 13 01:29 PM
Porto Carl M	Director	Mar 12 '25	Buy	29.04	130	3,775	19,690	Mar 13 01:17 PM
Dale Eric J	Director	Mar 06 '25	Buy	30.42	875	26,618	38,682	Mar 13 01:14 PM
SEIDMAN LAWRENCE B	Director	Mar 06 '25	Buy	30.66	493	15,115	2,682	Mar 07 04:19 PM
Porto Carl M	Director	Mar 06 '25	Buy	30.66	431	13,214	19,560	Mar 07 04:18 PM
Dunne Jeffrey R	Director	Mar 06 '25	Buy	30.66	441	13,521	4,092	Mar 07 04:17 PM
Drexler Blake S	Director	Mar 06 '25	Buy	30.66	735	22,535	36,959	Mar 07 04:15 PM

Open in Screener

CZFS

Citizens Financial Services, Inc

Mar 02 • 10:39AM ET

59.99

-0.07 -0.12 %

Financial • Banks - Regional • USA • NASD

CZFS Citizens Financial Services, Inc daily Stock Chart

Peers: HBAN RF FNB UBSI FULT WAL OZK TMP WSBC NBHC

| Held by: VTI IWM VXF IWN AVUV SCHA VTWO IWC SMLV AVSC

Index	RUT	P/E	7.88	EPS (ttm)	7.62	Insider Own	6.51%	Shs Outstand	4.81M	Perf Week	0.00%
Market Cap	288.33M	Forward P/E	7.56	EPS next Y	7.93	Insider Trans	0.17%	Shs Float	4.49M	Perf Month	-2.98%
Enterprise Value	-	PEG	-	EPS next Q	1.98	Inst Own	28.37%	Short Float	0.77%	Perf Quarter	6.99%
Income	36.57M	P/S	1.66	EPS this Y	2.49%	Inst Trans	1.76%	Short Ratio	3.27	Perf Half Y	-0.83%
Sales	173.25M	P/B	0.85	EPS next Y	1.54%	ROA	1.20%	Short Interest	0.03M	Perf YTD	5.21%
Book/sh	70.32	P/C	-	EPS next 5Y	-	ROE	11.47%	52W High	69.30 -13.43%	Perf Year	-0.79%
Cash/sh	-	P/FCF	11.46	EPS past 3/5Y	2.36% 3.97%	ROIC	5.65%	52W Low	49.99 20.00%	Perf 3Y	-27.25%
Dividend Est.	2.01 (3.35%)	EV/EBITDA	-	Sales past 3/5Y	23.01% 16.35%	Gross Margin	-	Volatility	3.39% 3.95%	Perf 5Y	9.52%
Dividend TTM	1.98 (3.31%)	EV/Sales	-	EPS Y/Y TTM	31.46%	Oper. Margin	26.03%	ATR (14)	2.26	Perf 10Y	44.20%
Dividend Ex-Date	Dec 12, 2025	Quick Ratio	-	Sales Y/Y TTM	2.21%	Profit Margin	21.11%	RSI (14)	41.09	Recom	1.00
Dividend Gr. 3/5Y	2.47% 1.59%	Current Ratio	0.10	EPS Q/Q	31.08%	SMA20	-5.48%	Beta	0.44	Target Price	69.00
Payout	25.99%	Debt/Eq	0.92	Sales Q/Q	3.04%	SMA50	-2.88%	Rel Volume	0.50	Prev Close	60.06
Employees	410	LT Debt/Eq	0.92	Earnings	Jan 29 AMC	SMA200	1.02%	Avg Volume	10.53K	Price	59.99
IPO	Apr 05, 1994	Option/Short	No / Yes	EPS/Sales Surpr.	5.80% -	Trades		Volume	1,145	Change	-0.12%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-30-24	Upgrade	Janney	Neutral → Buy	$53
Jun-29-23	Downgrade	Janney	Buy → Neutral

Feb-16-26 11:45AM	Citizens Financial Services (CZFS) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Jan-30-26 11:45AM	Citizens Financial Services (CZFS) Could Be a Great Choice (Zacks)
Jan-29-26 05:45PM	Citizens Financial Services (CZFS) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:50PM	Citizens Financial Services: Q4 Earnings Snapshot (Associated Press Finance)
04:18PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED FULL YEAR AND FOURTH QUARTER 2025 FINANCIAL RESULTS (PR Newswire)
05:35PM	Loading…
Jan-28-26 05:35PM	Merchants Bancorp (MBIN) Tops Q4 Earnings and Revenue Estimates (Zacks)
Jan-22-26 05:45PM	Midland States Bancorp (MSBI) Misses Q4 Earnings Estimates (Zacks)
10:00AM	Citizens Financial Services (CZFS) Earnings Expected to Grow: What to Know Ahead of Q4 Release (Zacks)
09:55AM	Citizens Financial Services (CZFS) Just Flashed Golden Cross Signal: Do You Buy? (Zacks)
09:40AM	Are Finance Stocks Lagging Citizens Financial Services (CZFS) This Year? (Zacks)
09:02AM	Citizens Financial Services (CZFS) Stock Jumps 5.9%: Will It Continue to Soar? (Zacks)
Jan-16-26 08:55AM	Citizens Financial Services (CZFS) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Oct-30-25 10:05AM	Citizens Financial Services (CZFS) Q3 Earnings Top Estimates (Zacks)
08:58AM	Citizens Financial Services: Q3 Earnings Snapshot (Associated Press Finance)
08:50AM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED THIRD QUARTER 2025 FINANCIAL RESULTS (PR Newswire)
06:20PM	Loading…
Oct-21-25 06:20PM	Pathward Financial (CASH) Q4 Earnings Beat Estimates (Zacks)
Oct-15-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Sep-29-25 11:45AM	Why Citizens Financial Services (CZFS) is a Great Dividend Stock Right Now (Zacks)
Sep-24-25 05:43AM	Best Income Stocks to Buy for September 24th (Zacks)
Sep-12-25 11:45AM	Citizens Financial Services (CZFS) Could Be a Great Choice (Zacks)
Sep-10-25 05:56AM	New Strong Buy Stocks for September 10th (Zacks)
05:15AM	Best Value Stocks to Buy for September 10th (Zacks)
04:10AM	Best Income Stocks to Buy for September 10th (Zacks)
Sep-09-25 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
Sep-08-25 05:37AM	New Strong Buy Stocks for September 8th (Zacks)
03:17AM	Best Income Stocks to Buy for September 8th (Zacks)
Aug-27-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Aug-22-25 12:00PM	Citizens Financial Services (CZFS) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks) +5.89%
Aug-19-25 08:52AM	Best Value Stocks to Buy for August 19th (Zacks)
Aug-11-25 11:45AM	Why Citizens Financial Services (CZFS) is a Great Dividend Stock Right Now (Zacks)
06:18AM	Loading…
06:18AM	Best Value Stocks to Buy for August 11th (Zacks)
03:30AM	Best Income Stocks to Buy for August 11th (Zacks)
Aug-05-25 08:44AM	Best Value Stocks to Buy for August 5th (Zacks)
08:01AM	Best Income Stocks to Buy for August 5th (Zacks)
Jul-30-25 06:35PM	Citizens Financial Services (CZFS) Q2 Earnings and Revenues Surpass Estimates (Zacks)
05:37PM	Citizens Financial Services: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED SECOND QUARTER 2025 FINANCIAL RESULTS (PR Newswire)
Jul-28-25 05:55PM	LINKBANCORP, Inc. (LNKB) Matches Q2 Earnings Estimates (Zacks) -5.02%
Jul-25-25 11:45AM	Why Citizens Financial Services (CZFS) is a Top Dividend Stock for Your Portfolio (Zacks)
Jul-24-25 05:45PM	Byline Bancorp (BY) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-09-25 11:45AM	Citizens Financial Services (CZFS) Could Be a Great Choice (Zacks)
Jun-23-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Jun-10-25 09:10AM	3 Top-Ranked Dividend Stocks: A Smarter Way to Boost Your Retirement Income (Zacks)
Jun-06-25 11:45AM	Citizens Financial Services (CZFS) Could Be a Great Choice (Zacks)
May-21-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
May-05-25 11:45AM	Why Citizens Financial Services (CZFS) is a Great Dividend Stock Right Now (Zacks)
Apr-30-25 09:50AM	Citizens Financial Services (CZFS) Beats Q1 Earnings Estimates (Zacks)
08:40AM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED FIRST QUARTER 2025 FINANCIAL RESULTS (PR Newswire)
Apr-18-25 11:45AM	Why Citizens Financial Services (CZFS) is a Top Dividend Stock for Your Portfolio (Zacks)
Apr-10-25 08:14AM	Webster Financial (WBS) Moves 11.6% Higher: Will This Strength Last? (Zacks)
Apr-02-25 11:45AM	Citizens Financial Services (CZFS) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Mar-22-25 12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Jan-30-25 04:25PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED FULL YEAR AND FOURTH QUARTER 2024 FINANCIAL RESULTS (PR Newswire)
Oct-30-24 04:15PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED THIRD QUARTER 2024 FINANCIAL RESULTS (PR Newswire)
Jul-30-24 10:52PM	CZFS Stock Earnings: Citizens Financial Servs Misses EPS, Beats Revenue for Q2 2024 (InvestorPlace)
04:15PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED SECOND QUARTER 2024 FINANCIAL RESULT (PR Newswire)
Apr-25-24 09:54PM	CZFS Stock Earnings: Citizens Financial Servs Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace) -5.15%
04:15PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED FIRST QUARTER 2024 FINANCIAL RESULTS (PR Newswire)
Jan-30-24 06:38PM	/C O R R E C T I O N -- CITIZENS FINANCIAL SERVICES, INC./ (PR Newswire)
04:15PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED FULL YEAR AND FOURTH QUARTER 2023 FINANCIAL RESULTS (PR Newswire)
Oct-23-23 10:07AM	Citizens Financial Services Q3 EPS Declines (RTT News)
09:32AM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED THIRD QUARTER 2023 FINANCIAL RESULTS (PR Newswire)
Oct-06-23 12:00PM	Citizens Financial Services (CZFS) Upgraded to Strong Buy: Here's Why (Zacks)
Jul-31-23 04:10PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED SECOND QUARTER 2023 FINANCIAL RESULTS (PR Newswire)
Jun-16-23 04:32PM	Citizens Financial Services, Inc. Announces Completion of Merger with HV Bancorp, Inc. (PR Newswire)
Jun-13-23 09:22AM	Citizens Financial Services, Inc. Announces Preliminary Results of Merger Consideration Elections Regarding Pending HV Bancorp, Inc. Merger (PR Newswire) -6.76%
Jun-09-23 09:00AM	Exchange Ratio Finalized for Citizens Financial Services, Inc. Pending HV Bancorp, Inc. Merger (PR Newswire)
May-09-23 09:00AM	Citizens Financial Services, Inc. and HV Bancorp, Inc. Announce Election Deadline (PR Newswire)
Apr-27-23 06:34PM	CITIZENS FINANCIAL SERVICES, INC. REPORTS UNAUDITED FIRST QUARTER 2023 FINANCIAL RESULTS (PR Newswire)
Apr-10-23 04:05PM	Citizens Financial Services, Inc. Announces Receipt of Regulatory Approvals for the Acquisition of HV Bancorp, Inc. (PR Newswire)

Citizens Financial Services, Inc. is a holding company, which operates as a community bank. The company was founded in 1984 and is headquartered in Mansfield, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Guillaume Stephen J	SENIOR VICE PRESIDENT	Feb 27 '26	Buy	57.06	13	742	4,656	Mar 02 08:34 AM
Guillaume Stephen J	SENIOR VICE PRESIDENT	Nov 28 '25	Buy	53.10	16	850	4,570	Dec 01 09:54 AM
BLACK RANDALL E	CEO & PRESIDENT	Nov 04 '25	Buy	54.25	22	1,194	44,035	Nov 05 10:50 AM
BLACK RANDALL E	CEO & PRESIDENT	Nov 03 '25	Buy	54.10	478	25,862	44,013	Nov 04 07:31 AM
Guillaume Stephen J	SENIOR VICE PRESIDENT	Aug 31 '25	Buy	56.96	13	740	4,524	Sep 02 11:51 AM
Freeman Thomas E.	Director	Aug 22 '25	Sale	60.00	3,000	180,000	12,569	Aug 22 02:33 PM
Gephart LeeAnn	EXECUTIVE VICE PRESIDENT	Jul 08 '25	Sale	59.64	14	835	720	Jul 08 02:45 PM
Gephart LeeAnn	EXECUTIVE VICE PRESIDENT	Jun 24 '25	Sale	59.58	33	1,966	728	Jun 26 09:12 AM
Guillaume Stephen J	EXECUTIVE VICE PRESIDENT	May 30 '25	Buy	58.09	15	871	4,452	Jun 02 07:24 AM
Painter John P II	Director	May 06 '25	Buy	57.40	215	12,341	2,402	May 06 03:50 PM

FOUR

Shift4 Payments Inc

BCHT

Birchtech Corp

PVLA

Palvella Therapeutics Inc

BWFG

Bankwell Financial Group Inc

CZFS

Citizens Financial Services, Inc

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