Beacon Financial Corp.
NYSE · BBTBeacon Financial Corporation, a Delaware corporation, is the holding company for Beacon Bank & Trust and its subsidiaries and Clarendon Private. The Company offers a wide range of commercial, business and retail banking services, including a full complement of cash management products, foreign exchange services, on-line and mobile banking services, consumer and residential loans and wealth management services. Clarendon Private is a registered investment advisor with the SEC. Through Clarendon Private and the Trust and Investments Division of the Bank, the Company offers a wide range of wealth management services to individuals, families, endowments and foundations to help these clients meet their long-term financial goals. As a full-service financial institution with 147 banking offices throughout New England and New York, the Bank and its subsidiaries focus their efforts on developing and deepening long-term banking relationships with qualified customers through a full complement of products, excellent customer service, and strong risk management. The Company's headquarters and executive management are located at 131 Clarendon Street, Boston, Massachusetts 02116, and its telephon
From the 10-K filed Mar 2, 2026
as of Oct 22, 2026 · today 30.62, 81% of the way from low to high
Valuation
Results, trailing twelve months
Balance and cash
Shares and market
Gross margin, enterprise value and free cash flow are left out for a bank: deposits aren’t debt and there is no cost of revenue.
Financial statements
Total interest and dividend income +32.5% $628.52M → $832.79M, year ended Dec 31, 2025
Comps
Valuation, growth and margins against the closest competitors
Filings
10-K filed Mar 2, 2026 · 10-Q Aug 7, 2026
| Filing | Filed |
|---|---|
| 10-Q for Quarter Ended June 2026 | Aug 7, 2026 |
| 10-Q for Quarter Ended March 2026 | May 11, 2026 |
| 10-K for Fiscal Year Ended December 2025 | Mar 2, 2026 |
| 10-Q for Quarter Ended September 2025 | Nov 10, 2025 |
Insiders
$19.62K sold $274.33K bought · open market, 12 months to Oct 30, 2026
| Insider | Type | Value |
|---|---|---|
| Nina A CharnleyOct 30, 2026 | Purchase | $10.70K ↗ |
| Mary Anne CallahanOct 28, 2026 | Purchase | $96.67K ↗ |
| Eric S RosengrenOct 28, 2026 | Purchase | $21.17K ↗ |
| Margaret Boles FitzgeraldOct 27, 2026 | Purchase | $10.12K ↗ |
Funds (13F)
91.6% held by 307 managers · as of Sep 30, 2026
| Manager | Value | Change |
|---|---|---|
| BlackRock, Inc. | $376.55M | +184.50K (+1.5%) |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $158.71M | +78.08K (+1.5%) |
| MILLENNIUM MANAGEMENT LLC | $157.29M | +53.77K (+1.1%) |
| STATE STREET CORP | $156.18M | +375.05K (+7.9%) |
| DIMENSIONAL FUND ADVISORS LP | $150.91M | +137.46K (+2.9%) |
Congress
No trades disclosed
Short interest
6.35% of float · 5.67 days to cover · Oct 15, 2026
Short position, last two years · near a 2-year high
Source: FINRA
In the press
| Headline | Source | Published |
|---|---|---|
| Beacon Financial: 3 Key Takeaways for Long-Term Investors ↗ | fool.com | Oct 25, 2026 |
| Beacon (BBT) Q3 2026 Earnings Call Transcript ↗ | fool.com | Oct 22, 2026 |
Headlines indexed by The GDELT Project ↗, matched by company name, so one may be about something else. Each opens on its publisher’s site.
Company data reported to the SEC on EDGAR (CIK 1108134).
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