Bancorp (NASDAQ:TBBK) Updates FY 2026 Earnings Guidance

Bancorp (NASDAQ:TBBK) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 5.900-5.900 for the period, compared to the consensus EPS estimate of 6.460. The company issued revenue guidance of -. Bancorp also updated its FY 2027 guidance to 8.250-8.250 EPS.

Bancorp Stock Performance

Shares of NASDAQ TBBK opened at $70.53 on Friday. Bancorp has a 12 month low of $40.51 and a 12 month high of $81.65. The company has a market cap of $3.10 billion, a P/E ratio of 14.72 and a beta of 1.27. The business’s 50 day moving average is $67.96 and its two-hundred day moving average is $69.82. The company has a quick ratio of 0.89, a current ratio of 0.91 and a debt-to-equity ratio of 0.29.

Bancorp (NASDAQ:TBBK) last announced its quarterly earnings data on Thursday, January 29th. The bank reported $1.28 EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($0.18). The company had revenue of $132.21 million for the quarter, compared to analyst estimates of $101.10 million. Bancorp had a net margin of 26.15% and a return on equity of 27.97%. On average, equities analysts expect that Bancorp will post 5.31 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have issued reports on TBBK shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Bancorp in a report on Monday, December 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $57.00 price target on shares of Bancorp in a report on Wednesday, January 21st. William Blair set a $60.00 price target on shares of Bancorp in a research report on Wednesday, January 21st. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Bancorp in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $60.20.

Insider Activity at Bancorp

In other news, CFO Dominic C. Canuso purchased 1,800 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were acquired at an average price of $61.24 per share, for a total transaction of $110,232.00. Following the completion of the acquisition, the chief financial officer directly owned 3,500 shares in the company, valued at approximately $214,340. The trade was a 105.88% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 5.60% of the company’s stock.

Hedge Funds Weigh In On Bancorp

Hedge funds have recently added to or reduced their stakes in the stock. Royal Bank of Canada increased its holdings in shares of Bancorp by 98.2% in the first quarter. Royal Bank of Canada now owns 76,696 shares of the bank’s stock valued at $4,052,000 after purchasing an additional 37,993 shares during the last quarter. AQR Capital Management LLC raised its holdings in Bancorp by 15.9% in the 1st quarter. AQR Capital Management LLC now owns 16,734 shares of the bank’s stock valued at $884,000 after acquiring an additional 2,296 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Bancorp by 1.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 27,183 shares of the bank’s stock worth $1,436,000 after acquiring an additional 518 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Bancorp by 6.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 147,523 shares of the bank’s stock worth $7,795,000 after acquiring an additional 8,454 shares during the period. Finally, Jane Street Group LLC boosted its holdings in shares of Bancorp by 145.8% during the first quarter. Jane Street Group LLC now owns 128,173 shares of the bank’s stock worth $6,773,000 after acquiring an additional 76,027 shares during the period. Institutional investors and hedge funds own 96.22% of the company’s stock.

About Bancorp

The Bancorp, Inc (NASDAQ: TBBK) is a Delaware-chartered bank holding company that provides a range of banking and financial services to individuals, businesses, and financial institutions across the United States. Through its subsidiary, The Bancorp Bank, the company offers FDIC-insured deposit accounts, cash management solutions and specialized lending products. Its business model focuses on partnering with fintech firms, asset managers and payment processors to deliver integrated banking-as-a-service (BaaS) capabilities.

The company’s product suite includes interest-bearing and non-interest-bearing checking accounts, money market accounts, certificates of deposit and debit and credit card services.