The Bancorp, Inc.(TBBK)Earnings, Financials & Key RatiosThe Bancorp, Inc. (TBBK) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the forward P/E of 10.54 suggests a reasonable valuation, the contraction of the net interest margin to 0.9% and the volatility in fee income composition warrant a cautious approach.
The Bancorp, Inc. (TBBK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
The Bancorp, Inc. (TBBK) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 23, 2026 | $1.41vs $1.34+5.2% | $161Mvs $189M-14.8% |
| Q1 2026 | Jan 29, 2026 | $1.28vs $1.46-12.3% | $173Mvs $164M+5.2% |
| Q4 2025 | Oct 23, 2025 | $1.18vs $1.33-11.3% | $135Mvs $162M-16.9% |
| Q3 2025 | Jul 24, 2025 | $1.27vs $1.28-0.8% | $181Mvs $98M+85.3% |
Recent stock market news and headlines for The Bancorp, Inc. (TBBK)
NEW YORK, July 06, 2026 (GLOBE NEWSWIRE) -- Valley National Bancorp (NASDAQ:VLY), the holding company for Valley National Bank, announced that it will release its second quarter 2026 earnings before the market opens on Thursday, July 23, 2026.
U.S. Bancorp is positioned for a strong Q2 '26 earnings report, driven by robust economic conditions and sustained high interest rates. UBS benefits from strong net interest income tailwinds, supported by increased credit demand and the Federal Reserve's decision to keep rates unchanged. Earnings estimate revision momentum is positive, with 9 EPS estimate upgrades versus 2 downgrades in the last 90 days, reflecting market optimism.
First Internet Bancorp is restoring net interest margins, with management guiding for sequential quarterly improvement through year-end. Loan loss provisions are expected to decrease in H2, supporting a projected EPS increase of over 100% versus H1 and targeting $4+ EPS from next year. I maintain a "Buy" rating on INBK common shares due to the improving margin and earnings outlook, despite having sold my position for liquidity reasons.
Chairman Jay Sidhu sold 60,315 shares for a total transaction value of ~$4.60 million on May 27, 2026. This trade represented 4.35% of Sidhu's direct holdings at the time of sale.
RESTON, Va.--(BUSINESS WIRE)--John Marshall Bancorp, Inc. (Nasdaq: JMSB) today announced that it expects to issue second quarter 2026 earnings before the market opens on Wednesday, July 22, 2026. About John Marshall Bancorp, Inc.: John Marshall Bancorp, Inc. is the bank holding company for John Marshall Bank. The Bank is headquartered in Reston, Virginia with eight full-service branches located in Alexandria, Arlington, Loudoun, Prince William, Reston, and Tysons, Virginia, as well as Rockville.
Key metrics vs top competitors for The Bancorp, Inc. (TBBK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $64.54 | $2.69B | 13.12 | -2.77% | 33.05% | 30.85% | — | |
| $76.66 | $2.58B | 12.36 | 3.94% | 15.84% | 11.25% | — | |
| $27.17 | $236.83M | -6.74 | -3.17% | -10.51% | -9.19% | — | |
| $640.46 | $51.6B | 424.15 | 33.47% | 6.91% | 6.58% | — | |
| $102.36 | $4.14B | 9.34 | -2.06% | 11.9% | 17.08% | — | |
| $76.24 | $3.97B | 14.98 | -3.05% | 22.64% | 11.38% | — |
The Bancorp, Inc. (TBBK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
The Bancorp, Inc. (TBBK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 1, 2026·SEC
Apr 23, 2026·SEC
Jan 29, 2026·SEC
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The Bancorp, Inc. (TBBK) stock FAQ — growth, dividends, profitability & financials explained
The Bancorp, Inc. (TBBK) saw revenue decline by 2.8% over the past year.
Yes, The Bancorp, Inc. (TBBK) is profitable, generating $231.1M in net income for fiscal year 2025 (33.1% net margin).
The Bancorp, Inc. (TBBK) has a return on equity (ROE) of 30.8%. This is excellent, indicating efficient use of shareholder capital.
The Bancorp, Inc. (TBBK) has a net interest margin (NIM) of 4.0%. This indicates healthy earnings from lending activities.
The Bancorp, Inc. (TBBK) has an efficiency ratio of 30.4%. This is excellent, indicating strong cost control.
