Savings Institutions, Not Federally Chartered · SIC 6036

Beacon Financial Corp

BBT

Watch

Latest revenue

$290.9M

as of 2026-03-31

Latest net income

$46.2M

as of 2026-03-31

Net margin

15.9%

as of 2026-03-31

Price · 5Y

+3.7% / yr 10.0 pts / yr vs S&P 500 20.1% total
Compare:

Live market

delayed ≤15 min
$28.78
0.66%
Market cap
$2.41B
Enterprise value
$2.41B
P/E (trailing)
26.7×
Forward P/E
P/B
Dividend yield
4.0%
52-wk high
$32.83
52-wk low
$22.81
Beta
Shares out
83.8M

5-year trend

What this company does

AI

Item 1. Business General Beacon Financial Corporation, a Delaware corporation, is the holding company for Beacon Bank & Trust and its subsidiaries and Clarendon Private. The Company offers a wide range of commercial, business and retail banking services, including a full complement of cash management products, foreign exchange services, on-line and mobile banking services, consumer and residential loans and wealth management services. Clarendon Private is a registered investment advisor with the SEC. Through Clarendon Private and the Trust and Investments Division of the Bank, the Company offers a wide range of wealth management services to individuals, families, endowments and foundations…

AI summary unavailable — showing raw filing excerpt

Generated from BBT's filing dated 2026-03-02

Key risks

AI

Item 1A. Risk Factors Before deciding to invest in us or deciding to maintain or increase your investment, you should carefully consider the risks described below, in addition to the other information contained in this report and in our other filings with the SEC. The risks and uncertainties described below and in our other filings are not the only ones facing us. Additional risks and uncertainties not presently known to us or that we currently deem immaterial may also affect our business. If any of these known or unknown risks or uncertainties actually occur, our business, financial condition and results of operations could be seriously harmed. In that event, the market price for our…

AI summary unavailable — showing raw filing excerpt

Generated from BBT's filing dated 2026-03-02

Profitability

Net margin

10.2%

0.7%

Return on equity

3.6%

38.6%

Return on assets

0.4%

98.6%

Leverage

Debt / equity

8.30×

1151.7%

Long-term debt / equity

0.32×

75.7%

Debt / assets

89.3%

123.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$290.9M+204.8%$46.2M+142.0%15.9%

Q4 2025

2025-12-31

$416.7M+23.0%

Q3 2025

2025-09-30

$210.6M+96.7%$-9.1M-145.2%-4.3%

Q2 2025

2025-06-30

$159.9M+25.9%

Q1 2025

2025-03-31

$95.4M-8.2%$19.1M20.0%

Q4 2024

2024-12-31

$338.9M

Q3 2024

2024-09-30

$107.1M-28.7%$20.1M18.8%

Q2 2024

2024-06-30

$127.0M-11.8%

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

No data yet for industry average

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Insider activity

Insider buying

$267.0K

Insider selling

$564.0K

Net activity

−$296.9K

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-02-26

Michael W. Mccurdy

Chief Banking Officer

Sale17,333$31.04$538.0K
2025-11-04

Mary Anne Callahan

Director

Purchase4,000$24.67$98.7K
2025-11-04

Thomas J Hollister

Director

Purchase4,200$24.66$103.6K
2025-11-03

Carl M Carlson

CFO & Chief Strategy Officer

Purchase2,000$24.69$49.4K
2025-11-03

William H Hughes III

Director

Purchase635$24.26$15.4K
2025-09-12

Willard I Hill JR

Director

Sale1,000$25.96$26.0K

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 BBT

Institutional value

$1.08B

Total shares held

36.6M

Distinct holders

183

-95 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

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.12.2M$365.5M-181.3K (-1.5%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC5.1M$154.0MNew
3DIMENSIONAL FUND ADVISORS LP4.8M$144.6M-57.0K (-1.2%)Trimmed
4VANGUARD CAPITAL MANAGEMENT LLC3.8M$113.0MNew
5SYSTEMATIC FINANCIAL MANAGEMENT LP1.1M$33.8M-12.8K (-1.1%)Trimmed
6Nuveen, LLC861.4K$25.8M+147.3K (+20.6%)Added
7STRATEGIC VALUE BANK PARTNERS LLC623.7K$18.7M+0 (+0.0%)No change
8VANGUARD FIDUCIARY TRUST CO541.3K$16.2MNew
9Bank of New York Mellon Corp527.8K$15.8M-15.9K (-2.9%)Trimmed
10Invesco Ltd.444.1K$13.3M-3.5K (-0.8%)Trimmed
11UBS Group AG423.7K$12.7M-289.8K (-40.6%)Trimmed
12PRINCIPAL FINANCIAL GROUP INC407.3K$12.2M+7.4K (+1.9%)Added
13Glendon Capital Management LP381.2K$11.4M+0 (+0.0%)No change
14JPMORGAN CHASE & CO347.4K$10.2M-110.6K (-24.2%)Trimmed
15ROYCE & ASSOCIATES LP317.6K$9.5M+737 (+0.2%)Added
16Public Sector Pension Investment Board299.9K$9.0M+9.5K (+3.3%)Added
17RHUMBLINE ADVISERS239.5K$7.2M+5.6K (+2.4%)Added
18LPL Financial LLC216.6K$6.5M+418 (+0.2%)Added
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC210.8K$6.3M-6.4K (-2.9%)Trimmed
20Legal & General Group Plc186.4K$5.6M-17.5K (-8.6%)Trimmed

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 BBT's latest filing finishes processing.