BBT
Beacon Financial Corp
$29.90
+0.37%
$2.5B
No data for this timeframe.
Vol
Market Cap$2.5B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$1.6B
Inst. Activity9 buys / 13 sells
Insider Activity0B / 1S
Insider Net $-$538.0K
SEC Reports3
Exchange NYSE·Sector Savings Institutions, Not Federally Chartered·Inc. DE·CIK 0001108134·Prev Close $29.79
Recent Activity
Jun 11, 2026
SEC
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively add
INST-CLUSTER — Impact 3/10
May 4, 2026
SEC
Beacon Financial Corp filed definitive additional proxy materials to defend its say-on-pay proposal (Proposal 3) ahead o
DEFA14A — Impact 2/10
Apr 29, 2026
earnings
Beacon Financial Corporation Announces First Quarter Results
<p align="center"><strong>Net Income of </strong><strong>$46.2 million</strong><strong>, EPS of </st
Apr 2, 2026
SEC
Beacon Financial Corp (BBT) has filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting. The filing is
DEFA14A — Impact 2/10
Feb 26, 2026
Insider
McCurdy Michael W. sold 17,333 shares
Chief Banking Officer @ $31.04 ($538.0K)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
570,440 shares ($17.1M)
Inst.
ExodusPoint Capital Management, LP — DOUBLED
244,365 shares ($7.3M)
Price Targets
$32.67
+9.3% upside
Buy
Current $29.90
Low $30.00
Median $32.00
High $38.00
6 analysts
$30.00
$38.00
Analyst Ratings
1Strong Buy
5Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 4, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| May 1, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 1, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Jan 30, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Jan 30, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.77 ▼ -14.5% | $0.73 — $0.82 | 7 | |
| Next Q | $0.80 ▼ -13.4% | $0.72 — $0.90 | 82% YoY | 7 |
| Current FY | $3.10 ▼ -14.0% | $2.91 — $3.30 | 92% YoY | 7 |
| Next FY | $3.43 ▼ -12.1% | $3.03 — $3.65 | 10% YoY | 7 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively add
Jun 11, 2026
NEUTRAL
DEFA14A
2/10
Beacon Financial Corp filed definitive additional proxy materials to defend its say-on-pay proposal (Proposal 3) ahead o
May 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $365.5M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $154.0M | — |
| DIMENSIONAL FUND ADVISORS LP | $144.6M | — |
| FULLER & THALER ASSET | $143.1M | — |
| STATE STREET CORP | $142.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 26, 2026 | McCurdy Michael | SELL | $538.0K |
50 institutional holders with $1.6B total value (52,234,812 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net selling activity: 13 institutions trimmed/exited vs 9 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,181,721 | $365.5M | 23.3% | ADD +78.0% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,133,932 | $154.0M | 9.8% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 4,818,522 | $144.6M | 9.2% | — |
| 4 | FULLER & THALER ASSET MANAGEMENT, INC. | 4,770,552 | $143.1M | 9.1% | — |
| 5 | STATE STREET CORP | 4,753,986 | $142.6M | 9.1% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3,766,184 | $113.0M | 7.2% | — |
| 7 | Verition Fund Management LLC | 2,015,022 | $60.5M | 3.9% | DOUBLED +177.1% |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,825,962 | $54.8M | 3.5% | ADD +25.8% |
| 9 | GOLDMAN SACHS GROUP INC | 1,423,076 | $42.7M | 2.7% | — |
| 10 | MORGAN STANLEY | 1,336,199 | $40.1M | 2.6% | ADD +30.0% |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,203,607 | $36.1M | 2.3% | — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,090,223 | $32.7M | 2.1% | — |
| 13 | Nuveen, LLC | 861,383 | $25.8M | 1.6% | — |
| 14 | TWO SIGMA INVESTMENTS, LP | 628,705 | $18.9M | 1.2% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 626,104 | $18.8M | 1.2% | — |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 570,440 | $17.1M | 1.1% | TRIM -28.4% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 541,250 | $16.2M | 1.0% | — |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 469,780 | $14.1M | 0.9% | TRIM -44.8% |
| 19 | Invesco Ltd. | 444,135 | $13.3M | 0.9% | TRIM -72.6% |
| 20 | ROYCE & ASSOCIATES LP | 317,591 | $9.5M | 0.6% | DOUBLED +2252.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 797,158 | 570,440 | -28.4% | $17.1M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 114,499 | 244,365 | +113.4% | $7.3M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 360,815 | 217,971 | -39.6% | $6.5M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 209,293 | 154,365 | -26.2% | $4.6M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEAR_EXIT | 1,285,066 | 152,280 | -88.2% | $4.6M | 2026-Q1 |
| Rafferty Asset Management, LLC | TRIM | 145,749 | 87,901 | -39.7% | $2.6M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 594 | 72,327 | +12076.3% | $2.2M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 26,007 | 63,623 | +144.6% | $1.9M | 2026-Q1 |
| Amundi | DOUBLED | 20,183 | 49,819 | +146.8% | $1.5M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 28,051 | 35,784 | +27.6% | $1.1M | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 12,567 | 28,658 | +128.0% | $859.9K | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 50,729 | 26,219 | -48.3% | $782.2K | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | NEAR_EXIT | 196,666 | 14,536 | -92.6% | $436.1K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 27,471 | 14,069 | -48.8% | $422.1K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 9,056 | 11,409 | +26.0% | $345.1K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 20,548 | 10,626 | -48.3% | $318.8K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 2,256 | 10,424 | +362.1% | $312.7K | 2026-Q1 |
| STRS OHIO | TRIM | 29,400 | 9,600 | -67.3% | $288.0K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | NEAR_EXIT | 14,550 | 3,339 | -77.1% | $100.2K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 1,213 | 2,112 | +74.1% | $63.4K | 2026-Q1 |
| DANSKE BANK A/S | NEAR_EXIT | 600 | 100 | -83.3% | $3.0K | 2026-Q1 |
| Freestone Grove Partners LP | NEAR_EXIT | 27,612 | 1 | -100.0% | $30.00 | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 819,237 | 2,270,482 | +177.1% | $59.9M | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 1,619,196 | 2,036,828 | +25.8% | $53.7M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,204,609 | 1,565,804 | +30.0% | $41.3M | 2025-Q4 |
1 unique insiders with 1 transactions. Net insider value: -$538.0K ($0.00 bought, $538.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 26, 2026 | McCurdy Michael W. | Chief Banking Officer | SELL | 17,333 | $31.04 | $538.0K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 2.3/10.
NEUTRAL
INST-CLUSTER
3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanl
Jun 11, 2026
NEUTRAL
DEFA14A
2/10
Beacon Financial Corp filed definitive additional proxy materials to defend its say-on-pay proposal
May 4, 2026
NEUTRAL
DEFA14A
2/10
Beacon Financial Corp (BBT) has filed a definitive proxy statement (DEFA14A) for its 2026 annual mee
Apr 2, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (55% buy). Based on 11 analysts: 1 strong buy, 5 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$32.67 mean target
+9.3% upside
Buy (3.00)
$30.00 Low
$38.00 High
| Metric | Value |
|---|---|
| Current Price | $29.90 |
| Target Low | $30.00 |
| Target Mean | $32.67 |
| Target Median | $32.00 |
| Target High | $38.00 |
| # Analysts | 6 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.77 | $0.73 | $0.82 | — | -14.5% | 0↑ 7↓ | $0.2B | — | 7 |
| Next Q 2026-09-30 |
$0.80 | $0.72 | $0.90 | 82.5% | -13.4% | 0↑ 7↓ | $0.2B | 56.1% | 7 |
| Current FY 2026-12-31 |
$3.10 | $2.91 | $3.30 | 91.5% | -14.0% | 0↑ 7↓ | $0.9B | 61.2% | 7 |
| Next FY 2027-12-31 |
$3.43 | $3.03 | $3.65 | 10.4% | -12.1% | 0↑ 7↓ | $0.9B | 4.6% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.767 | |
| 7d ago | $0.905 | -0.138 |
| 30d ago | $0.897 | -0.130 |
| 60d ago | $0.896 | -0.129 |
| 90d ago | $0.897 | -0.130 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 4, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 1, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Jan 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 30, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 5 | 5 | 0 | 0 | 55% | |
| May 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Apr 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Mar 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Feb 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jan 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 29, 2026
earnings
Beacon Financial Corporation Announces First Quarter Results
<p align="center"><strong>Net Income of </strong><strong>$46.2 million</strong><strong>, EPS of </strong><strong>$0.55</strong></p>
Apr 29, 2026
earnings_calendar
BBT Q1 2026 Earnings Scheduled — 2026-04-29
Apr 16, 2026
earnings_calendar
BBT Q1 2026 Earnings Scheduled — 2026-04-16