Finance Services · SIC 6199

Binah Capital Group, Inc.

BCG

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Latest revenue

$47.1M

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

-61.3% / yr 75.0 pts / yr vs S&P 500 86.9% total
Compare:

Live market

delayed ≤15 min
$1.69
1.20%
Market cap
$28.4M
Enterprise value
$28.4M
P/E (trailing)
12.3×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$3.44
52-wk low
$1.36
Beta
Shares out
16.8M

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

AI

ITEM 1. BUSINESS The Company Binah Capital Group, Inc. is a Delaware corporation with its corporate headquarters located at 80 State Street, Albany, NY 12207, telephone number (212) 404-7002, Internet website address www.binahcap.com. Our Internet website and content contained therein or connected thereto are not intended to incorporate into this Annual Report. References to “Binah,” the “Company,” “we,” “our” and “us” and similar terms mean Binah Capital Group, Inc. and its subsidiaries following the completion of the Business Combination (as defined below), unless the context otherwise requires. The Business Combination On March 15, 2024 (the “Closing Date”), the Company consummated the…

AI summary unavailable — showing raw filing excerpt

Generated from BCG's filing dated 2026-03-31

Key risks

AI

ITEM 1A. RISK FACTORS Risk Factor Summary Our business is subject to risks and uncertainties, including those risks and uncertainties discussed at-length below, that could cause our actual results to differ materially from those projected. These risks and uncertainties include, but are not limited to, the following: Business and Industry Risks ●Advisors are generally not direct employees, creating supervisory and compliance oversight difficulties in a decentralized operating environment ●Difficult to detect and deter advisor misconduct including unsuitable recommendations, fraud, unauthorized trading, and misuse of confidential information ●Poor performance of recommended products or…

AI summary unavailable — showing raw filing excerpt

Generated from BCG's filing dated 2026-03-31

Profitability

Net margin

1.2%

139.4%

Return on assets

3.3%

141.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$47.1M-2.1%

Q4 2025

2025-12-31

$53.7M+12.3%$-863.0K+21.2%-1.6%

Q3 2025

2025-09-30

$44.8M+9.1%$1.8M+253.0%3.9%

Q2 2025

2025-06-30

$40.6M+1.6%$378.0K+151.4%0.9%

Q1 2025

2025-03-31

$48.1M+19.9%$1.0M+144.7%2.1%

Q4 2024

2024-12-31

$47.8M$-1.1M-2.3%

Q3 2024

2024-09-30

$41.0M+0.3%$-1.1M-2.8%

Q2 2024

2024-06-30

$40.0M+3.6%$-736.0K-1.8%

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

Finance Services · SIC 6199

No data yet for industry average

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Insider activity

Insider buying

$17.8K

Insider selling

$0

Net activity

+$17.8K

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-19

Craig Gould

Chief Executive Officer

Purchase3,000$1.68$5.0K
2026-05-19

David M. Shane

Chief Financial Officer

Purchase3,000$1.66$5.0K
2025-11-17

Craig Gould

Chief Executive Officer

Purchase5,000$1.55$7.7K

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 BCG

Institutional value

$416.8K

Total shares held

207.3K

Distinct holders

6

-7 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
1VANGUARD CAPITAL MANAGEMENT LLC124.0K$249.2KNew
2GRIMES & COMPANY, INC.33.5K$67.3K+0 (+0.0%)No change
3VANGUARD FIDUCIARY TRUST CO22.0K$44.2KNew
4UBS Group AG15.4K$31.0K-2.2K (-12.2%)Trimmed
5BlackRock, Inc.11.9K$23.9K+962 (+8.8%)Added
6Farther Finance Advisors, LLC500$1.2K+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 BCG's latest filing finishes processing.