Equities Analysts Offer Predictions for Bancorp Q2 Earnings

Key Points

• Keefe, Bruyette & Woods set Bancorp’s Q2 2026 EPS estimate at $1.34 per share and kept an Outperform rating with a $77 price target.
• Bancorp’s last reported quarter beat expectations, earning $1.41 per share versus the $1.34 estimate, though revenue came in well below consensus at $132.5 million versus $189.17 million expected.
• Analyst sentiment remains generally positive, with the stock carrying a Moderate Buy consensus and an average target price of $63.40; meanwhile, the shares were trading around $66.48 and saw recent insider selling by two executives.

The Bancorp, Inc. (NASDAQ:TBBK - Free Report) - Equities research analysts at Keefe, Bruyette & Woods issued their Q2 2026 EPS estimates for Bancorp in a report released on Wednesday, July 22nd. Keefe, Bruyette & Woods analyst T. Switzer expects that the bank will post earnings of $1.34 per share for the quarter. Keefe, Bruyette & Woods has a "Outperform" rating and a $77.00 price objective on the stock. The consensus estimate for Bancorp's current full-year earnings is $5.95 per share.

Bancorp (NASDAQ:TBBK - Get Free Report) last announced its earnings results on Thursday, April 23rd. The bank reported $1.41 earnings per share for the quarter, beating the consensus estimate of $1.34 by $0.07. Bancorp had a net margin of 26.92% and a return on equity of 30.56%. The business had revenue of $132.50 million for the quarter, compared to the consensus estimate of $189.17 million.

A number of other equities research analysts have also weighed in on the stock. Weiss Ratings upgraded shares of Bancorp from a "hold (c)" rating to a "hold (c+)" rating in a report on Tuesday, June 30th. Wall Street Zen upgraded Bancorp from a "sell" rating to a "hold" rating in a research note on Saturday, April 25th. Bank of America reiterated a "buy" rating on shares of Bancorp in a report on Monday. Finally, Zacks Research raised shares of Bancorp from a "strong sell" rating to a "hold" rating in a research report on Friday, April 3rd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $63.40.

Bancorp Trading Down 0.9%

Shares of NASDAQ TBBK opened at $66.48 on Thursday. Bancorp has a fifty-two week low of $50.20 and a fifty-two week high of $81.65. The company has a market cap of $2.77 billion, a price-to-earnings ratio of 12.93 and a beta of 1.19. The business's 50 day moving average price is $59.38 and its 200-day moving average price is $59.44. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.88 and a current ratio of 0.89.

Institutional Inflows and Outflows

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

Insider Activity at Bancorp

In other news, EVP Erika R. Caesar sold 4,470 shares of the company's stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $60.28, for a total value of $269,451.60. Following the sale, the executive vice president owned 32,880 shares in the company, valued at $1,982,006.40. This represents a 11.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CMO Maria Wainwright sold 8,400 shares of the company's stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $60.24, for a total value of $506,016.00. Following the completion of the sale, the chief marketing officer owned 24,942 shares in the company, valued at approximately $1,502,506.08. This represents a 25.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 6.00% 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.