Analysts Issue Forecasts for Bancorp Q3 Earnings

Key Points

• Keefe, Bruyette & Woods forecasts Bancorp’s Q3 2026 EPS at $1.49 and maintains an “Outperform” rating with a $79 price target. The estimate is above the bank’s $1.45 EPS reported in the prior quarter.
• Bancorp’s latest results exceeded expectations by $0.09 per share, although quarterly revenue of $137.74 million fell short of the $166.69 million consensus estimate. Management guided to $5.95–$6.05 in FY 2026 EPS.
• Analyst sentiment remains favorable, with a “Moderate Buy” consensus rating and an average price target of $67.75; however, shares opened at $50.86, near the lower end of their 52-week range.

The Bancorp, Inc. (NASDAQ:TBBK - Free Report) - Research analysts at Keefe, Bruyette & Woods issued their Q3 2026 earnings estimates for shares of Bancorp in a research note issued to investors on Friday, October 23rd. Keefe, Bruyette & Woods analyst T. Switzer expects that the bank will post earnings per share of $1.49 for the quarter. Keefe, Bruyette & Woods has an "Outperform" rating and a $79.00 price target on the stock. The consensus estimate for Bancorp's current full-year earnings is $6.00 per share.

Bancorp (NASDAQ:TBBK - Get Free Report) last issued its earnings results on Thursday, July 30th. The bank reported $1.45 EPS for the quarter, topping analysts' consensus estimates of $1.36 by $0.09. Bancorp had a net margin of 27.72% and a return on equity of 32.32%. The business had revenue of $137.74 million for the quarter, compared to the consensus estimate of $166.69 million. Bancorp has set its Q4 2026 guidance at 1.650-1.750 EPS and its FY 2026 guidance at 5.950-6.050 EPS.

Several other research analysts also recently commented on TBBK. Royal Bank Of Canada restated an "outperform" rating and set a $60.00 price objective on shares of Bancorp in a report on Tuesday, October 20th. Piper Sandler reaffirmed an "overweight" rating and set a $75.00 target price (down from $86.00) on shares of Bancorp in a research report on Thursday, September 17th. Stephens reiterated an "equal weight" rating and issued a $59.00 target price on shares of Bancorp in a report on Wednesday. Raymond James Financial set a $88.00 target price on Bancorp in a report on Friday, August 7th. Finally, Weiss Ratings raised Bancorp from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Bancorp presently has a consensus rating of "Moderate Buy" and an average target price of $67.75.

Bancorp Price Performance

Shares of NASDAQ TBBK opened at $50.86 on Monday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.87 and a current ratio of 0.88. The firm has a market capitalization of $2.07 billion, a price-to-earnings ratio of 9.56 and a beta of 1.25. The stock has a 50 day moving average price of $55.40 and a 200 day moving average price of $59.00. Bancorp has a 52-week low of $47.01 and a 52-week high of $80.56.

Hedge Funds Weigh In On Bancorp

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Fifth Third Wealth Advisors LLC purchased a new stake in Bancorp during the third quarter worth $203,000. Sterling Capital Management LLC boosted its position in Bancorp by 840.4% during the 3rd quarter. Sterling Capital Management LLC now owns 1,326 shares of the bank's stock valued at $64,000 after acquiring an additional 1,185 shares in the last quarter. SummerHaven Investment Management LLC purchased a new position in shares of Bancorp in the 3rd quarter valued at $1,017,000. Congress Asset Management Co. increased its holdings in shares of Bancorp by 21.3% in the 3rd quarter. Congress Asset Management Co. now owns 347,585 shares of the bank's stock valued at $16,740,000 after acquiring an additional 61,054 shares during the period. Finally, Versant Capital Management Inc increased its holdings in shares of Bancorp by 177.3% in the 3rd quarter. Versant Capital Management Inc now owns 1,198 shares of the bank's stock valued at $58,000 after acquiring an additional 766 shares during the period. 96.22% of the stock is currently owned by institutional investors.

Insider Activity at Bancorp

In other news, CAO Martin Egan sold 3,057 shares of the business's stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $72.03, for a total value of $220,195.71. Following the completion of the sale, the chief accounting officer owned 30,219 shares in the company, valued at approximately $2,176,674.57. The trade was a 9.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 6.00% of the company's stock.

About Bancorp

The Bancorp, Inc NASDAQ: TBBK is a financial technology-focused bank holding company headquartered in Wilmington, Delaware. Through its principal subsidiary, The Bancorp Bank, N.A., the company provides banking and payment services primarily through partnerships with fintech companies, businesses, and other institutional clients rather than through a traditional branch network.

The company's services include payment processing, prepaid and debit card programs, card issuance, automated clearing house (ACH) and other electronic payment solutions, deposit accounts, and commercial lending.

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