STEL

Stellar Bancorp, Inc.

NYSE · National Commercial Banks · Inc. TX · CIK 0001473844
$38.87 +1.22% $2.0B
10 New Institutional Positions7 Institutional Exits
Vol
Market Cap$2.0B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$838.9M
Inst. Activity10 buys / 7 sells
SEC Reports7
Exchange NYSE·Sector National Commercial Banks·Inc. TX·CIK 0001473844·Prev Close $38.40

Recent Activity

May 20, 2026 SEC
Stellar Bancorp disclosed three shareholder lawsuits and demand letters challenging its pending merger with Prosperity B
425 — Impact 3/10
May 20, 2026 SEC
Stellar Bancorp filed two 8-Ks on May 20, 2026. The first declares a routine quarterly dividend of $0.15/share. The seco
8-K — Impact 4/10
May 19, 2026 SEC
Stellar Bancorp filed additional definitive proxy soliciting materials (DEFA14A) urging shareholders to vote on the prop
DEFA14A — Impact 4/10
May 6, 2026 Insider
Robertson Fred S. gifted 2,230 shares
Director
Mar 15, 2026 Insider
Akin Okan I. surrendered for taxes 618 shares
Senior Executive VP, CRO @ $35.51 ($21.9K)
Mar 15, 2026 Insider
Franklin Robert R Jr surrendered for taxes 3,837 shares
Chief Executive Officer @ $35.51 ($136.3K)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
1,294,172 shares ($47.4M)
Inst.
Magnetar Financial LLC — NEW
812,216 shares ($29.7M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$38.00 (Feb 2026)
Current $38.87 Low $32.00 Median $38.00 High $44.00 2 analysts
$32.00 $44.00

Analyst Ratings

Historical distribution67% buy · 9 analysts · last covering-analyst action Feb 2026
2Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 3, 2026 Keefe, Bruyette & Woods UPGRADE Market Perform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.51 ▼ -5.0% $0.51 — $0.51 0% YoY 1
Next Q $0.56 ▼ -0.6% $0.56 — $0.56 12% YoY 1
Current FY $2.16 ▼ -0.8% $2.16 — $2.16 9% YoY 1
Next FY $2.35 $2.20 — $2.44 9% YoY 4

Latest Reports

NEUTRAL 425 3/10
Stellar Bancorp disclosed three shareholder lawsuits and demand letters challenging its pending merger with Prosperity B
May 20, 2026
NEUTRAL 8-K 4/10
Stellar Bancorp filed two 8-Ks on May 20, 2026. The first declares a routine quarterly dividend of $0.15/share. The seco
May 20, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$247.0M—
DIMENSIONAL FUND ADVISORS LP$91.5M—
STATE STREET CORP$77.9M—
VANGUARD CAPITAL MANAGEMENT LLC$74.5M—
BALYASNY ASSET MANAGEMENT L.P.$47.4MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 6, 2026Robertson FredG$0.00
Mar 15, 2026Akin OkanF$21.9K
Mar 15, 2026Franklin RobertF$136.3K
Mar 15, 2026Retzloff StevenF$41.9K
Mar 15, 2026Vitulli, IIIF$46.8K
50 institutional holders with $838.9M total value (22,924,179 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, STATE. Net buying activity: 10 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,747,686$247.0M29.4%—
2DIMENSIONAL FUND ADVISORS LP2,499,218$91.5M10.9%—
3STATE STREET CORP2,128,169$77.9M9.3%—
4VANGUARD CAPITAL MANAGEMENT LLC2,034,503$74.5M8.9%—
5BALYASNY ASSET MANAGEMENT L.P.1,294,172$47.4M5.6%DOUBLED +1754.0%
6KING LUTHER CAPITAL MANAGEMENT CORP1,283,086$47.0M5.6%—
7VANGUARD PORTFOLIO MANAGEMENT LLC890,393$32.6M3.9%—
8Magnetar Financial LLC812,216$29.7M3.5%NEW
9GOLDMAN SACHS GROUP INC470,528$17.2M2.1%—
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC422,546$15.5M1.8%—
11MORGAN STANLEY404,720$14.8M1.8%—
12TORONTO DOMINION BANK381,400$14.0M1.7%NEW
13BANK OF AMERICA CORP /DE/325,715$11.9M1.4%DOUBLED +126.9%
14ROYAL BANK OF CANADA314,250$11.5M1.4%ADD +26.9%
15VANGUARD FIDUCIARY TRUST CO294,462$10.8M1.3%—
16HighTower Advisors, LLC279,753$10.2M1.2%—
17Invesco Ltd.277,802$10.2M1.2%—
18Verition Fund Management LLC189,836$6.9M0.8%—
19PUBLIC SECTOR PENSION INVESTMENT BOARD163,437$6.0M0.7%—
20RENAISSANCE TECHNOLOGIES LLC149,986$5.5M0.7%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BALYASNY ASSET MANAGEMENT L.P.DOUBLED69,8051,294,172+1754.0%$47.4M2026-Q1
Magnetar Financial LLCNEW—812,216—$29.7M2026-Q1
TORONTO DOMINION BANKNEW—381,400—$14.0M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED143,531325,715+126.9%$11.9M2026-Q1
AMERIPRISE FINANCIAL INCTRIM125,63481,972-34.8%$3.0M2026-Q1
FMR LLCDOUBLED6,18554,927+788.1%$2.0M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEAR_EXIT514,63034,788-93.2%$1.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED7,42824,735+233.0%$905.5K2026-Q1
State of Tennessee, Department of TreasuryDOUBLED10,25822,758+121.9%$833.2K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM21,87112,425-43.2%$454.9K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHNEAR_EXIT54,90710,984-80.0%$402.1K2026-Q1
FIFTH THIRD BANCORPDOUBLED1929,842+5026.0%$360.3K2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT23,0685,003-78.3%$183.2K2026-Q1
CWM, LLCADD3,3924,467+31.7%$163.5K2026-Q1
Allworth Financial LPADD116230+98.3%$8.4K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT22,36056-99.7%$2.1K2026-Q1
WELLINGTON MANAGEMENT GROUP LLPEXIT358,5210-100.0%$0.002026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM1,154,945514,630-55.4%$15.9M2025-Q4
AMERIPRISE FINANCIAL INCTRIM179,246125,634-29.9%$3.9M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.DOUBLED13,97469,805+399.5%$2.2M2025-Q4
WELLS FARGO & COMPANY/MNADD36,25253,938+48.8%$1.7M2025-Q4
Rafferty Asset Management, LLCTRIM49,36331,220-36.8%$965.9K2025-Q4
ExodusPoint Capital Management, LPNEAR_EXIT165,15829,681-82.0%$918.3K2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT100,69424,628-75.5%$762.0K2025-Q4
Cerity Partners LLCADD6,84410,610+55.0%$328.3K2025-Q4
9 unique insiders with 24 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 6, 2026Robertson Fred S.DirectorGIFT2,230——
Mar 15, 2026Akin Okan I.Senior Executive VP, CROTAX W/H618$35.51$21.9K
Mar 15, 2026Franklin Robert R JrChief Executive OfficerTAX W/H3,837$35.51$136.3K
Mar 15, 2026Retzloff Steven F.Executive ChairmanTAX W/H1,181$35.51$41.9K
Mar 15, 2026Vitulli, III Ramon A.PresidentTAX W/H1,318$35.51$46.8K
Mar 15, 2026West Joe FSenior Executive VP, CCOTAX W/H676$35.51$24.0K
Mar 15, 2026Sirkel Jason D.Chief Banking OfficerTAX W/H444$35.51$15.8K
Mar 15, 2026Long Justin MSEVP, GC & SecretaryTAX W/H796$35.51$28.3K
Mar 15, 2026Egge Paul PSenior Executive VP, CFOTAX W/H993$35.51$35.3K
Mar 1, 2026Long Justin MSEVP, GC & SecretaryTAX W/H452$37.66$17.0K
Mar 1, 2026Akin Okan I.Senior Executive VP, CROTAX W/H365$37.66$13.7K
Mar 1, 2026Long Justin MSEVP, GC & SecretaryAWARD3,537——
Mar 1, 2026Akin Okan I.Senior Executive VP, CROAWARD2,855——
Mar 1, 2026Egge Paul PSenior Executive VP, CFOTAX W/H584$37.66$22.0K
Mar 1, 2026Franklin Robert R JrChief Executive OfficerTAX W/H1,200$37.66$45.2K
Mar 1, 2026West Joe FSenior Executive VP, CCOAWARD3,226——
Mar 1, 2026Retzloff Steven F.Executive ChairmanAWARD5,365——
Mar 1, 2026West Joe FSenior Executive VP, CCOTAX W/H412$37.66$15.5K
Mar 1, 2026Retzloff Steven F.Executive ChairmanTAX W/H665$37.66$25.0K
Mar 1, 2026Vitulli, III Ramon A.PresidentAWARD6,041——
Mar 1, 2026Sirkel Jason D.Chief Banking OfficerAWARD2,328——
Mar 1, 2026Sirkel Jason D.Chief Banking OfficerTAX W/H263$37.66$9.9K
Mar 1, 2026Franklin Robert R JrChief Executive OfficerAWARD11,038——
Mar 1, 2026Egge Paul PSenior Executive VP, CFOAWARD4,571——
7 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 6 neutral. Avg impact: 4.1/10.
NEUTRAL 425 3/10
Stellar Bancorp disclosed three shareholder lawsuits and demand letters challenging its pending merg
May 20, 2026
NEUTRAL 8-K 4/10
Stellar Bancorp filed two 8-Ks on May 20, 2026. The first declares a routine quarterly dividend of $
May 20, 2026
NEUTRAL DEFA14A 4/10
Stellar Bancorp filed additional definitive proxy soliciting materials (DEFA14A) urging shareholders
May 19, 2026
NEUTRAL 425 5/10
Prosperity Bancshares' Q1 2026 earnings release filed as a 425 confirms receipt of all regulatory ap
Apr 29, 2026
MIXED 8-K 5/10
Stellar Bancorp reported Q1 2026 diluted EPS of $0.53, beating the $0.50 consensus by 6%, and total
Apr 28, 2026
NEUTRAL 8-K 5/10
Stellar Bancorp and Prosperity Bancshares announced receipt of all regulatory approvals for Prosperi
Apr 22, 2026
NEUTRAL 10-K/A 3/10
Stellar Bancorp filed an amended 10-K to include Part III information (Items 10-14) that was omitted
Apr 17, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 67% buy across 9 analysts — 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$38.00 mean target (Feb 2026)
$32.00 Low $44.00 High
MetricValue
Current Price$38.87
Target Low$32.00
Target Mean$38.00
Target Median$38.00
Target High$44.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.51 $0.51 $0.51 0.0% -5.0% 0↑ 1↓ $0.1B 4.6% 1
Next Q
2026-09-30
 $0.56 $0.56 $0.56 12.0% -0.6% 0↑ 1↓ $0.1B 6.0% 1
Current FY
2026-12-31
 $2.16 $2.16 $2.16 8.5% -0.8% 0↑ 1↓ $0.4B 4.6% 1
Next FY
2027-12-31
 $2.35 $2.20 $2.44 8.7% -0.1% 3↑ 0↓ $0.5B 4.4% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.510
7d ago$0.530-0.020
30d ago$0.537-0.027
60d ago$0.537-0.027
90d ago$0.480+0.030
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 3, 2026 Keefe, Bruyette & Woods UPGRADE Market Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262430067%
May 1, 20262520078%
Apr 1, 20262520078%
Mar 1, 20262520078%
Feb 1, 20262430067%
Jan 1, 20262450055%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 24, 2026
earnings_calendar
STEL Q1 2026 Earnings Scheduled — 2026-04-24
Apr 23, 2026
earnings_calendar
STEL Q1 2026 Earnings Scheduled — 2026-04-23