Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $19.75
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Jun 16, 20 | National Securities | maintain | Buy | Buy |
| Jun 16, 20 | National Securities Corporation | maintain | Buy | Buy |
| Nov 14, 17 | Oppenheimer | maintain | Outperform | Outperform |
| Aug 14, 17 | JMP Securities | upgrade | Market Perform | Market Outperform |
| Nov 18, 15 | Keefe Bruyette & Woods | downgrade | Outperform | Market Perform |
| Nov 18, 15 | Keefe, Bruyette & Woods | downgrade | Outperform | Perform |
Daily · Wilder smoothing
| Nov 18, 15 |
| Keefe, Bruyette & Woods |
| downgrade |
| Outperform |
| Market Perform |
| Aug 17, 15 | Baird | upgrade | Neutral | Outperform |
| May 4, 15 | Oppenheimer | maintain | Outperform | Outperform |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 43.26 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 50.14 | Oscillator | Neutral |
| Williams %R (14) | -59.83 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.16 (Hist 0.02) | Oscillator | Buy |
| Average Directional Index (14) | 35.80 (+DI 11.5 / -DI 26.1) | Trend | Strong Sell |
| EMA 20 | 20.02 | MA | Sell |
| SMA 20 | 19.91 | MA | Sell |
| EMA 50 | 20.21 | MA | Sell |
| SMA 50 | 20.45 | MA | Strong Sell |
| SMA 200 | 20.04 | MA | Sell |
TTM vs. 5-year historical average (annual ratios)
| Metric | BANX | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 12.6x | 11.9x · sector 20.4x | Discount |
| Forward P/E | — | — | n/a |
| Price / Book | 0.9x | 0.9x | In line |
| Price / Sales | 8.2x | 6.7x | Elevated |
| EV / EBITDA | 14.0x | 10.4x | Elevated |
| Return on equity | 7.2% | — | Weak |
| Gross margin | 83.7% | 95.3% | In line |
| Debt / Equity | 0.20 | 0.30 | Conservative |
| Piotroski / Altman Z | 7/9 | Z 2.86 | Grey zone |
Discounted cash flow model
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Mar 27, 26 | Marano Thompson Melissa | director | P-Purchase | 1,500 @ $18.77 | $28.15K |
| Sep 12, 25 | Marano Thompson Melissa | director: | 0 | — | |
| Apr 9, 25 | Staggs Dana | officer: President | P-Purchase | 149 @ $18.37 | $2.74K |
| Mar 31, 25 | Emrich John Scott | director | S-Sale | 1,000 @ $21.01 | $21.01K |
| Mar 14, 25 | Farrell Patrick Joseph | officer: Chief Financial Officer | P-Purchase | 1,150 @ $21.04 | $24.20K |
| Mar 7, 25 | Farrell Patrick Joseph | officer: Chief Financial Officer | P-Purchase | 1,000 @ $21.20 | $21.20K |
| Feb 19, 25 | Emrich John Scott | director | S-Sale | 500 @ $21.20 | $10.60K |
| Jan 24, 25 | Emrich John Scott | director | S-Sale | 2,500 @ $21.28 | $53.20K |
Stock news · updated daily
Our Triple-Factor screen identifies closed-end funds combining a yield above 6.5%, distribution coverage above 90%, and a discount to NAV, using data as of the close of October 9, 2026. PIMCO funds take six of the top seven spots on the yield list, as several that traded at premiums until recently have slipped to discounts. Among our model portfolio holdings, DHF appears on all five lists, and HFRO again has the widest discount at -43.06%.
Four income stocks share the same ex-dividend deadline this Friday, but their risk profiles could not be more different. Miss the cutoff by a single day and you wait weeks or months for another shot at yields stretching toward 10%.
| N-CSR/A | Sep 25, 2026 | 2026-09-25 13:21:15 | View |
| N-CSRS | Aug 27, 2026 | 2026-08-27 16:20:59 | View |
| NPORT-P | Aug 21, 2026 | 2026-08-21 16:52:38 | View |
| N-PX | Jul 17, 2026 | 2026-07-17 09:10:49 | View |
| 8-K | Jun 30, 2026 | 2026-06-30 17:18:41 | View |
| NPORT-P | Jun 1, 2026 | 2026-06-01 11:05:13 | View |
Proxy statement (DEF 14A) disclosures
Our Income-Covered screen looks for closed-end funds whose net investment income fully covers the distribution (coverage above 100%) while trading at a discount to NAV, using data as of the close of October 6, 2026. Twenty funds pass this month. Templeton Emerging Markets Income leads the combined yield, discount and z-score ranking, while HFRO has the widest discount at -42.44%. Our model portfolio holdings PFO, HFRO, PCN, PDO, RSF and BANX all make this month's lists, with PFO appearing on all five.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 27, 2026 | 0.43 | 0.60 | Beat 39.5% | $11.69M |
| Mar 6, 2026 | 0.43 | 0.97 | Beat 125.6% | $11.52M |
| Aug 25, 2025 | 0.43 | 1.44 | Beat 234.9% | $5.85M |
| Jun 12, 2025 | 0.43 | 1.30 | Beat 202.3% | $14.67M |
| Aug 23, 2024 | 0.53 | 0.53 | Beat 0.0% | $14.80M |
| Jun 17, 2024 | 0.53 | 0.53 | Beat 0.0% | — |