Inside the research

Customers Bancorp, Inc.

CUBI Research profile · latest available data

Price overview

$77.06

▲ +0.23 (+0.3%)

52w hi$83.65
52w lo$60.52
Vol263.50K
As of25 Sep 2026

The Verdict

Hold

Our score +0.16

Short+0.02
Medium+0.19
Long+0.40

computed 2026-09-27

Key fundamentals

Customers Bancorp, Inc.

Financial Services · Banks - Regional

Market cap$2.60B
Enterprise value$798.77M
Trailing P/E9.33x
Forward P/E8.07x
P / S (ttm)3.15x
Profit margin35.2%
Return on equity14.3%
Revenue growth+10.1%
Earnings growth+18.5%

Layer Breakdown

LayerRawContribution
Fundamental+0.37
Sector+0.02
Technical+0.03
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Customers Bancorp, Inc. operates as the bank holding company for Customers Bank that provides banking products and services for commercial and consumer clients. It accepts various deposit banking products, including commercial and consumer checking accounts, non-interest-bearing and interest-bearing demand accounts, MMDA, savings accounts, and time deposit accounts. The company also offers commercial lending services comprising small and middle market business banking, specialized lending, mortgage finance, multifamily and commercial real estate lending, and commercial equipment financing; and consumer lending services, such as local-market mortgage and home equity lending, and the origination and purchase of installment loans. In addition, it provides private and digital banking services; and other financial services consisting of mobile phone banking, internet banking, wire transfers, electronic bill payment, lock box services, remote deposit capture services, courier services, merchant processing services, cash vault, controlled disbursements, positive pay, and cash management services, as well as B2B instant payments platform. The company was founded in 1997 and is headquartered in West Reading, Pennsylvania.

United States · www.customersbank.com

Risk Metrics

Beta vs SPX1.27
Corr SPX0.53
Annual vol38.7%
Annual ret+31.3%
Sharpe0.81
Max DD-26.8%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-27Officer / Director Change, Exhibitsread
2026-07-23Earnings Release, Reg FD Disclosure…read
2026-07-08Officer / Director Change, Exhibitsread
2026-05-28Officer / Director Change, Shareholder Voteread
2026-04-23Earnings Release, Reg FD Disclosure…read
2026-04-15Reg FD Disclosure, Exhibitsread
2026-03-24Officer / Director Change, Exhibitsread
2026-03-23Officer / Director Changeread
2026-02-11Other Material Event, Exhibitsread
2026-01-26Officer / Director Change, Reg FD Disclosure…read
2026-01-22Earnings Release, Reg FD Disclosure…read
2026-01-05Material Agreement, Officer / Director Change…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-03SIDHU JAY SDirector, Officer, ChairmSell68.82K$5.51M
2026-07-30SIDHU JAY SDirector, Officer, ChairmSell835$65.97K
2026-07-29SIDHU JAY SDirector, Officer, ChairmSell30.34K$2.40M
2026-06-15Zuckerman Steven JDirectorGrant958$74.93K
2026-06-15Sirmans Dalton TalleyDirectorGrant737$57.64K
2026-06-15Way T LawrenceDirectorGrant849$66.40K
2026-06-15Looney Susan DianneDirectorGrant625$48.88K
2026-06-15Banks Bernard BennettDirectorGrant881$68.90K
2026-06-15Allon Andrea R.DirectorGrant625$48.88K
2026-06-15ROTHERMEL DANIEL KDirectorGrant385$30.11K

Flow & Concentration

Insider 180d net-$7.98M
Insider buys / sells0 / 3
Insider biasSellers
13F holders8
Top-5 share98.6%
HHI5,007 (concentrated)

Top Holders

HolderValueShares
State Street Corp$164.50M2.08M
Capital Research / Capital World$55.22M698.09K
Renaissance Technologies$12.46M157.52K
Citadel Advisors$7.78M98.41K
Millennium Management$2.81M35.49K
AQR Capital Management$2.66M33.61K
Fidelity / FMR LLC$704.22K8.90K
T. Rowe Price Group$29.58K373.97K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-0710-Qview
2026-08-054view
2026-07-314view
2026-07-278-Kview
2026-07-238-Kview
2026-07-088-Kview
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-164view
2026-06-164view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Net income$224.09M+33.2%
Cash from ops$124.73M+26.9%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$77.54$77.92$76.87$77.06263.50K
Sep 24$77.33$77.36$76.07$76.83217.70K
Sep 23$77.29$78.01$76.54$76.72260.10K
Sep 22$79.25$79.61$77.34$77.35327.30K
Sep 21$78.21$79.18$77.95$78.87235.50K

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