Research Analysts Offer Predictions for Bancorp Q3 Earnings

The Bancorp, Inc. (NASDAQ:TBBK) – Equities researchers at Keefe, Bruyette & Woods issued their Q3 2026 EPS estimates for shares of Bancorp in a note issued to investors on Friday, October 23rd. Keefe, Bruyette & Woods analyst T. Switzer forecasts that the bank will earn $1.49 per share for the quarter. Keefe, Bruyette & Woods currently has an “Outperform” rating and a $79.00 target price on the stock. The consensus estimate for Bancorp’s current full-year earnings is $6.00 per share.

TBBK has been the subject of several other reports. Bank of America reiterated a “buy” rating on shares of Bancorp in a report on Monday, July 20th. Royal Bank Of Canada restated an “outperform” rating and issued a $60.00 price target on shares of Bancorp in a research note on Tuesday, October 20th. Weiss Ratings raised Bancorp from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th. Raymond James Financial set a $88.00 price objective on Bancorp in a research note on Friday, August 7th. Finally, Piper Sandler reiterated an “overweight” rating and set a $75.00 price objective (down from $86.00) on shares of Bancorp in a research note on Thursday, September 17th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $67.75.

Bancorp Price Performance

Shares of NASDAQ TBBK opened at $50.82 on Monday. Bancorp has a fifty-two week low of $47.01 and a fifty-two week high of $80.56. The company has a 50 day simple moving average of $55.08 and a two-hundred day simple moving average of $58.99. The company has a market capitalization of $2.07 billion, a price-to-earnings ratio of 9.55 and a beta of 1.25. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.87 and a current ratio of 0.88.

Bancorp (NASDAQ:TBBK) last issued its quarterly earnings results on Thursday, July 30th. The bank reported $1.45 earnings per share (EPS) for the quarter, beating 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 company had revenue of $137.74 million during the quarter, compared to analysts’ expectations 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.

Insider Buying and Selling

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

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of TBBK. Arrowstreet Capital Limited Partnership purchased a new stake in shares of Bancorp during the first quarter valued at approximately $15,063,000. Bank of America Corp DE raised its holdings in Bancorp by 104.5% in the 1st quarter. Bank of America Corp DE now owns 426,613 shares of the bank’s stock worth $22,922,000 after acquiring an additional 218,038 shares during the last quarter. Janus Henderson Group PLC raised its holdings in Bancorp by 19.0% in the 1st quarter. Janus Henderson Group PLC now owns 1,084,992 shares of the bank’s stock worth $58,296,000 after acquiring an additional 172,925 shares during the last quarter. SG Americas Securities LLC raised its holdings in Bancorp by 479.2% in the 1st quarter. SG Americas Securities LLC now owns 84,465 shares of the bank’s stock worth $4,538,000 after acquiring an additional 69,881 shares during the last quarter. Finally, Edgestream Partners L.P. bought a new position in Bancorp in the 1st quarter valued at approximately $3,592,000. 96.22% of the stock is owned by hedge funds and other institutional investors.

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.