Latest revenue
$34.6M
as of 2026-03-31
Latest net income
$6.0M
as of 2026-03-31
Net margin
17.3%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $383.7M
- Enterprise value
- $383.7M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.5%
- 52-wk high
- $21.43
- 52-wk low
- $14.00
- Beta
- —
- Shares out
- 20.1M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
ITEM 1. BUSINESS FORWARD-LOOKING STATEMENTS This report contains forward-looking statements, which can be identified by the use of words such as “estimate,” “project,” “believe,” “intend,” “anticipate,” “assume,” “plan,” “seek,” “expect,” “will,” “may,” “should,” “indicate,” “would,” “contemplate,” “continue,” “target” and words of similar meaning. These forward-looking statements include, but are not limited to: •statements of our goals, intentions and expectations; •statements regarding our business plans, prospects, growth and operating strategies; •statements regarding the quality of our loan portfolio; and •estimates of our risks and future costs and benefits. These forward-looking…
AI summary unavailable — showing raw filing excerpt
Generated from AVBC's filing dated 2026-03-27
Key risks
ITEM 1A. RISK FACTORS Not applicable, as Avidia Bancorp is a “smaller reporting company.”
AI summary unavailable — showing raw filing excerpt
Generated from AVBC's filing dated 2026-03-27
Profitability
Net margin
-2.2%
127.3%Return on equity
-1.7%
128.6%Return on assets
-27.9%
135.7%Leverage
Debt / equity
-0.94×
1.6%Debt / assets
-1542.5%
26.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $34.6M | +8.4% | $6.0M | +151.7% | 17.3% |
Q4 2025 2025-12-31 | $47.3M | +8.3% | $5.3M | +52.0% | 11.3% |
Q3 2025 2025-09-30 | $34.3M | +3.9% | $-907.0K | -143.6% | -2.6% |
Q2 2025 2025-06-30 | $34.1M | +10.3% | $3.9M | +64.7% | 11.3% |
Q1 2025 2025-03-31 | $31.9M | -3.8% | $-11.6M | -426.9% | -36.3% |
Q4 2024 2024-12-31 | $43.7M | — | $3.5M | — | 8.0% |
Q3 2024 2024-09-30 | $33.0M | — | $2.1M | — | 6.3% |
Q2 2024 2024-06-30 | $30.9M | — | $2.4M | — | 7.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Savings Institutions, Not Federally Chartered · SIC 6036
Your notes
Keep private notes on AVBC — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$4.1M
Insider selling
$0
Net activity
+$4.1M
Distinct insiders
13
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AVBC
Institutional value
$42.5M
Total shares held
2.2M
Distinct holders
31
-22 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 822.0K | $16.2M | — | New |
| 2 | BlackRock, Inc. | 276.5K | $5.4M | -2.3K (-0.8%) | Trimmed |
| 3 | HENNESSY ADVISORS INC | 155.0K | $3.0M | +60.0K (+63.2%) | Added |
| 4 | VANGUARD FIDUCIARY TRUST CO | 116.3K | $2.3M | — | New |
| 5 | Russell Investments Group, Ltd. | 76.9K | $1.5M | — | New |
| 6 | FRANKLIN RESOURCES INC | 76.3K | $1.5M | -200 (-0.3%) | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 76.2K | $1.5M | +7.3K (+10.7%) | Added |
| 8 | WHITE PINE CAPITAL LLC | 73.9K | $1.5M | +41.7K (+129.5%) | Added |
| 9 | JPMORGAN CHASE & CO | 58.3K | $1.1M | +16.2K (+38.6%) | Added |
| 10 | JANE STREET GROUP, LLC | 42.7K | $840.2K | +27.2K (+176.0%) | Added |
| 11 | BNP PARIBAS FINANCIAL MARKETS | 40.3K | $792.5K | +1.6K (+4.2%) | Added |
| 12 | Stilwell Value LLC | 40.0K | $786.8K | +0 (+0.0%) | No change |
| 13 | Polaris Capital Management, LLC | 40.0K | $786.8K | +0 (+0.0%) | No change |
| 14 | GREAT OAK CAPITAL PARTNERS, LLC | 34.2K | $691.6K | -953 (-2.7%) | Trimmed |
| 15 | Freestone Capital Holdings, LLC | 34.8K | $683.6K | +3 (+0.0%) | Added |
| 16 | Arbiter Partners Capital Management LLC | 32.8K | $645.2K | +0 (+0.0%) | No change |
| 17 | Oppenheimer & Close, LLC | 26.5K | $521.3K | +0 (+0.0%) | No change |
| 18 | UBS Group AG | 20.3K | $399.2K | -5.3K (-20.7%) | Trimmed |
| 19 | DEPRINCE RACE & ZOLLO INC | 20.3K | $399.2K | — | New |
| 20 | LYNCH & ASSOCIATES/IN | 15.2K | $299.1K | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AVBC's latest filing finishes processing.