Inside the research
Beacon Financial Corporation
BBT Research profile · latest available data
Price overview
$28.19
▲ +0.19 (+0.7%)
| 52w hi | $32.61 |
|---|---|
| 52w lo | $22.12 |
| Vol | 1.10M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.09
| Short | -0.18 |
|---|---|
| Medium | +0.11 |
| Long | +0.62 |
computed 2026-09-27
Key fundamentals
Beacon Financial Corporation
Financial Services · Banks - Regional
| Market cap | $2.36B |
|---|---|
| Enterprise value | $2.14B |
| Trailing P/E | 9.15x |
| Forward P/E | 8.48x |
| P / S (ttm) | 3.11x |
| Profit margin | 21.0% |
| Return on equity | 8.4% |
| Revenue growth | +144.5% |
| Earnings growth | +211.0% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.48 | |
| Sector | +0.02 | |
| Technical | -0.14 | |
| Earnings | +0.00 | |
| Sentiment | +0.05 |
macro × 1.00 · 2026-09-27
Business overview
Beacon Financial Corporation operates as the bank holding company for Beacon Bank & Trust that provides various banking services in the United States and internationally. The company accepts commercial, municipal, and retail deposits. It originates mortgage loans on commercial and residential real estate, as well as commercial loans and leases. It is also involved in investment in debt and equity securities; and offers cash management, trust, and investment advisory services. In addition, the company provides specialty equipment financing and SBA lending, and online and mobile banking services, as well as wealth management services to individuals, families, endowments, and foundations. Beacon Financial Corporation was founded in 1846 and is headquartered in Boston, Massachusetts.
Risk Metrics
| Beta vs SPX | 0.79 |
|---|---|
| Corr SPX | 0.44 |
| Annual vol | 28.7% |
| Annual ret | +5.3% |
| Sharpe | 0.19 |
| Max DD | -27.3% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-13 | Reg FD Disclosure, Exhibits | read |
| 2026-08-03 | Officer / Director Change, Other Material Event… | read |
| 2026-07-29 | Earnings Release, Reg FD Disclosure… | read |
| 2026-07-10 | Other Material Event | read |
| 2026-05-15 | Shareholder Vote | read |
| 2026-05-07 | Other Material Event | read |
| 2026-04-29 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-28 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-29 | Earnings Release, Reg FD Disclosure… | read |
| 2025-09-10 | Auditor Change, Exhibits | read |
| 2025-09-02 | Acquisition / Disposition, Material Obligation… | read |
| 2025-08-25 | Other Material Event, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 97.6% |
| HHI | 3,990 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Millennium Management | $157.29M | 5.17M |
| State Street Corp | $156.18M | 5.13M |
| Renaissance Technologies | $13.15M | 431.74K |
| Citadel Advisors | $8.71M | 286.14K |
| Capital Research / Capital World | $8.43M | 276.83K |
| AQR Capital Management | $7.25M | 237.95K |
| Fidelity / FMR LLC | $1.23M | 40.28K |
| T. Rowe Price Group | $3.98K | 130.62K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $16.23M | -14.4% | |
| Net income | $90.27M | +20.6% | |
| Cash from ops | $224.44M | +13.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $28.47 | $28.54 | $28.02 | $28.19 | 1.10M |
| Sep 24 | $28.04 | $28.19 | $27.76 | $28.00 | 1.01M |
| Sep 23 | $28.38 | $28.50 | $27.89 | $27.91 | 1.16M |
| Sep 22 | $28.90 | $28.99 | $28.31 | $28.42 | 1.47M |
| Sep 21 | $30.03 | $30.54 | $28.75 | $28.75 | 2.71M |
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