TBBK
Bancorp, Inc.
$54.23
+0.22%
$2.3B
No data for this timeframe.
Vol
Market Cap$2.3B
Cap SizeMid Cap
Inst. Holders7 funds
Inst. Value$541.5M
Inst. Activity0 buys / 1 sells
Insider Activity10B / 3S
Insider Net $-$327.1K
SEC Reports3
Recent Activity
May 27, 2026
Insider
Cohn Matthew sold 2,250 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
Brockman Todd J. sold 3,600 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
Allen Dwayne sold 2,250 shares
Director @ $0.00 ($0.00)
Apr 30, 2026
SEC
Two Bancorp EVPs sold a combined $775K in open-market sales within a week of the company's strong Q1 2026 earnings repor
CLUSTER — Impact 3/10
Apr 23, 2026
SEC
Bancorp, Inc. reported Q1 2026 EPS of $1.41, a 18% YoY increase, driven by strong loan and deposit growth, particularly
8-K — Impact 8/10
Apr 13, 2026
SEC
The Bancorp, Inc. (TBBK) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockholders, t
DEFA14A — Impact 3/10
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
92,091 shares ($6.2M)
Inst.
UBS Group AG — TRIM
304,938 shares ($22.8M)
Price Targets
Historical data — last covering-analyst action Aug 2025. No current recommendation available.
$72.67 (Aug 2025)
Current $54.67
Low $70.00
Median $72.00
High $76.00
3 analysts
$70.00
$76.00
Analyst Ratings
3Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Aug 11, 2025 | Raymond James | UPGRADE | Outperform → Strong Buy |
| Jul 11, 2025 | Keefe, Bruyette & Woods | REITERATE | Market Perform |
| Jun 12, 2025 | Keefe, Bruyette & Woods | DOWNGRADE | Outperform → Market Perform |
| Apr 28, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 3, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.36 ▲ +1.0% | $1.35 — $1.39 | 7% YoY | 3 |
| Next Q | $1.43 ▼ -4.7% | $1.40 — $1.45 | 21% YoY | 3 |
| Current FY | $5.91 | $5.88 — $5.95 | 20% YoY | 3 |
| Next FY | $8.07 | $8.00 — $8.20 | 36% YoY | 3 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Two Bancorp EVPs sold a combined $775K in open-market sales within a week of the company's strong Q1 2026 earnings repor
Apr 30, 2026
BULLISH
8-K
8/10
Bancorp, Inc. reported Q1 2026 EPS of $1.41, a 18% YoY increase, driven by strong loan and deposit growth, particularly
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $247.2M | — |
| VANGUARD GROUP INC | $204.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $33.4M | NEW |
| MORGAN STANLEY | $31.8M | — |
| BANK OF AMERICA CORP | $14.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | Cohn Matthew | A | $0.00 |
| May 27, 2026 | Brockman Todd | A | $0.00 |
| May 27, 2026 | Allen Dwayne | A | $0.00 |
| May 27, 2026 | Creuzot Cheryl | A | $0.00 |
| May 27, 2026 | KOZLOV HERSH | A | $0.00 |
7 institutional holders with $541.5M total value (8,020,311 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, CHARLES. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 3,660,986 | $247.2M | 45.6% | — |
| 2 | VANGUARD GROUP INC | 3,028,553 | $204.5M | 37.8% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 494,366 | $33.4M | 6.2% | NEW |
| 4 | MORGAN STANLEY | 470,863 | $31.8M | 5.9% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 208,575 | $14.1M | 2.6% | ADD +41.1% |
| 6 | TWO SIGMA INVESTMENTS, LP | 92,091 | $6.2M | 1.1% | TRIM -37.7% |
| 7 | WELLS FARGO & COMPANY/MN | 64,877 | $4.4M | 0.8% | TRIM -34.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | TRIM | 147,899 | 92,091 | -37.7% | $6.2M | 2025-Q4 |
| UBS Group AG | TRIM | 1,088,027 | 304,938 | -72.0% | $22.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 191,257 | 269,944 | +41.1% | $20.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 406,978 | 147,899 | -63.7% | $11.1M | 2025-Q3 |
| UBS Group AG | DOUBLED | 327,247 | 1,088,027 | +232.5% | $62.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 301,222 | 406,978 | +35.1% | $23.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 122,338 | 80,765 | -34.0% | $4.6M | 2025-Q2 |
| UBS Group AG | TRIM | 556,364 | 327,247 | -41.2% | $17.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 95,997 | 301,222 | +213.8% | $15.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 284,238 | 142,357 | -49.9% | $7.5M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 46,308 | 122,338 | +164.2% | $6.5M | 2025-Q1 |
| UBS Group AG | DOUBLED | 102,023 | 556,364 | +445.3% | $29.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 223,458 | 284,238 | +27.2% | $15.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 116,245 | 46,308 | -60.2% | $2.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 454,619 | — | $24.3M | 2024-Q3 |
18 unique insiders with 13 transactions. Net insider value: -$327.1K ($687.7K bought, $1.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | Cohn Matthew | Director | A | 2,250 | $0.00 | $0.00 |
| May 27, 2026 | Brockman Todd J. | Director | A | 3,600 | $0.00 | $0.00 |
| May 27, 2026 | Allen Dwayne | Director | A | 2,250 | $0.00 | $0.00 |
| May 27, 2026 | Creuzot Cheryl | Director | A | 2,250 | $0.00 | $0.00 |
| May 27, 2026 | KOZLOV HERSH | Director | A | 3,600 | $0.00 | $0.00 |
| May 27, 2026 | Lamb William H | Director | A | 2,250 | $0.00 | $0.00 |
| May 27, 2026 | TRYNISKI MARK E | Director | A | 3,600 | $0.00 | $0.00 |
| May 27, 2026 | Mudick Stephanie B | Director | A | 3,600 | $0.00 | $0.00 |
| May 27, 2026 | McEntee James J III | Director | A | 3,600 | $0.00 | $0.00 |
| May 4, 2026 | Cohn Matthew | Director | BUY | 250 | $58.77 | $14.7K |
| May 1, 2026 | Cohn Matthew | Director | BUY | 1,500 | $59.50 | $89.3K |
| Apr 29, 2026 | Caesar Erika R | EVP and General Counsel | SELL | 4,470 | $60.28 | $269.5K |
| Apr 28, 2026 | Wainwright Maria | EVP & Chief Marketing Officer | SELL | 8,400 | $60.24 | $506.0K |
| Mar 13, 2026 | Harris Ryan | EVP Head of Fintech Solutions | SELL | 4,500 | $53.18 | $239.3K |
| Feb 27, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | BUY | 1,000 | $55.00 | $55.0K |
| Feb 12, 2026 | Cohn Matthew | Director | BUY | 230 | $56.78 | $13.1K |
| Feb 11, 2026 | Wainwright Maria | EVP & Chief Marketing Officer | F | 2,793 | $57.14 | $159.6K |
| Feb 11, 2026 | Kozlowski Damian | Chief Executive Officer | F | 27,263 | $56.18 | $1.5M |
| Feb 11, 2026 | Connolly Mark Leo | EVP and Head of Credit Markets | F | 9,890 | $57.12 | $564.9K |
| Feb 11, 2026 | Terry Jennifer F | EVP and Chief HR Officer | F | 3,775 | $57.56 | $217.3K |
| Feb 11, 2026 | Garry Gregor J | EVP and COO | F | 7,950 | $56.26 | $447.3K |
| Feb 11, 2026 | Caesar Erika R | EVP and General Counsel | F | 2,198 | $58.79 | $129.2K |
| Feb 11, 2026 | Harris Ryan | EVP Head of Fintech Solutions | F | 14,872 | $56.23 | $836.3K |
| Feb 11, 2026 | Egan Martin | Chief Accounting Officer | F | 1,005 | $57.41 | $57.7K |
| Feb 11, 2026 | Cohn Matthew | Director | BUY | 170 | $56.99 | $9.7K |
| Feb 10, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | BUY | 2,000 | $60.54 | $121.1K |
| Feb 10, 2026 | Cohn Matthew | Director | BUY | 355 | $62.16 | $22.1K |
| Feb 9, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | A | 9,669 | $0.00 | $0.00 |
| Feb 9, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | BUY | 800 | $62.00 | $49.6K |
| Feb 9, 2026 | Wainwright Maria | EVP & Chief Marketing Officer | A | 9,669 | $0.00 | $0.00 |
| Feb 9, 2026 | Kozlowski Damian | Chief Executive Officer | A | 80,580 | $0.00 | $0.00 |
| Feb 9, 2026 | Harris Ryan | EVP Head of Fintech Solutions | A | 40,290 | $0.00 | $0.00 |
| Feb 9, 2026 | Connolly Mark Leo | EVP and Head of Credit Markets | A | 20,145 | $0.00 | $0.00 |
| Feb 9, 2026 | Terry Jennifer F | EVP and Chief HR Officer | A | 8,058 | $0.00 | $0.00 |
| Feb 9, 2026 | Garry Gregor J | EVP and COO | A | 25,181 | $0.00 | $0.00 |
| Feb 9, 2026 | Caesar Erika R | EVP and General Counsel | A | 15,108 | $0.00 | $0.00 |
| Feb 9, 2026 | Egan Martin | Chief Accounting Officer | A | 5,136 | $0.00 | $0.00 |
| Feb 6, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | BUY | 200 | $60.50 | $12.1K |
| Feb 4, 2026 | Lamb William H | Director | G | 4,800 | $0.00 | $0.00 |
| Feb 4, 2026 | TRYNISKI MARK E | Director | BUY | 5,000 | $60.23 | $301.2K |
| Nov 7, 2025 | Lamb William H | Director | G | 2,400 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.7/10.
NEUTRAL
CLUSTER
3/10
Two Bancorp EVPs sold a combined $775K in open-market sales within a week of the company's strong Q1
Apr 30, 2026
BULLISH
8-K
8/10
Bancorp, Inc. reported Q1 2026 EPS of $1.41, a 18% YoY increase, driven by strong loan and deposit g
Apr 23, 2026
NEUTRAL
DEFA14A
3/10
The Bancorp, Inc. (TBBK) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meetin
Apr 13, 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 Aug 2025): 78% buy across 9 analysts — 3 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Aug 2025. No current recommendation available.
$72.67 mean target (Aug 2025)
$70.00 Low
$76.00 High
| Metric | Value |
|---|---|
| Current Price | $54.67 |
| Target Low | $70.00 |
| Target Mean | $72.67 |
| Target Median | $72.00 |
| Target High | $76.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
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 |
$1.36 | $1.35 | $1.39 | 7.3% | +1.0% | 2↑ 1↓ | $0.1B | -7.7% | 3 |
| Next Q 2026-09-30 |
$1.43 | $1.40 | $1.45 | 21.2% | -4.7% | 0↑ 3↓ | $0.1B | -4.7% | 3 |
| Current FY 2026-12-31 |
$5.91 | $5.88 | $5.95 | 20.1% | -0.1% | 0↑ 1↓ | $0.4B | -4.2% | 3 |
| Next FY 2027-12-31 |
$8.07 | $8.00 | $8.20 | 36.5% | -0.4% | 0↑ 2↓ | $0.4B | 0.6% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.363 | |
| 7d ago | $1.350 | +0.013 |
| 30d ago | $1.350 | +0.013 |
| 60d ago | $1.340 | +0.023 |
| 90d ago | $1.535 | -0.172 |
5 analyst firms have rated this stock: 8 upgrades, 6 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Aug 11, 2025 | Raymond James | UPGRADE | Outperform | Strong Buy |
| Jul 11, 2025 | Keefe, Bruyette & Woods | REITERATE | — | Market Perform |
| Jun 12, 2025 | Keefe, Bruyette & Woods | DOWNGRADE | Outperform | Market Perform |
| Apr 28, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 3, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 3, 2025 | Raymond James | REITERATE | Outperform | Outperform |
| Dec 23, 2024 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jul 29, 2024 | Keefe, Bruyette & Woods | REITERATE | Outperform | Outperform |
| Jul 29, 2024 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jul 2, 2024 | Piper Sandler | REITERATE | Overweight | Overweight |
| Apr 5, 2024 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Mar 8, 2024 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Jan 29, 2024 | Raymond James | MAINTAIN | Outperform | Outperform |
| Dec 21, 2023 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Oct 30, 2023 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jul 31, 2023 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jul 31, 2023 | Raymond James | MAINTAIN | Outperform | Outperform |
| May 1, 2023 | Keefe, Bruyette & Woods | MAINTAIN | — | Outperform |
| Apr 6, 2023 | Keefe, Bruyette & Woods | MAINTAIN | — | Outperform |
| Oct 12, 2022 | Piper Sandler | MAINTAIN | — | Overweight |
| Jul 11, 2022 | Piper Sandler | MAINTAIN | — | Overweight |
| Jan 12, 2022 | Keefe, Bruyette & Woods | INITIATE | — | Outperform |
| Nov 1, 2021 | Raymond James | MAINTAIN | — | Strong Buy |
| Apr 13, 2020 | Piper Sandler | MAINTAIN | — | Overweight |
| Dec 3, 2019 | Piper Sandler | UPGRADE | Hold | Buy |
| Jul 31, 2017 | Raymond James | UPGRADE | Market Perform | Outperform |
| May 1, 2017 | BTIG | UPGRADE | Neutral | Buy |
| Feb 1, 2017 | Raymond James | DOWNGRADE | Strong Buy | Market Perform |
| Jan 4, 2017 | BTIG | DOWNGRADE | Buy | Neutral |
| Aug 9, 2016 | Raymond James | UPGRADE | Market Perform | Strong Buy |
| Jun 26, 2014 | BTIG | UPGRADE | Neutral | Buy |
| Jun 11, 2014 | Piper Sandler | DOWNGRADE | Buy | Hold |
| Apr 30, 2014 | Sterne Agee | UPGRADE | Neutral | Buy |
| Jan 10, 2014 | Raymond James | INITIATE | — | Outperform |
| Jan 9, 2014 | Sterne Agee | DOWNGRADE | Buy | Neutral |
| Mar 4, 2013 | BTIG | INITIATE | — | Buy |
| Feb 19, 2013 | Sterne Agee | UPGRADE | Neutral | Buy |
| Nov 6, 2012 | Sterne Agee | DOWNGRADE | Buy | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jan 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% |
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 23, 2026
earnings_calendar
TBBK Q1 2026 Earnings Scheduled — 2026-04-23