Research Analysts Issue Forecasts for Bancorp Q3 Earnings

The Bancorp, Inc. (NASDAQ:TBBK) – Keefe, Bruyette & Woods issued their Q3 2026 earnings per share estimates for Bancorp in a report issued on Friday, October 23rd. Keefe, Bruyette & Woods analyst T. Switzer forecasts that the bank will post earnings of $1.49 per share for the quarter. Keefe, Bruyette & Woods currently 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.

Other equities analysts also recently issued research reports about the stock. Raymond James Financial set a $88.00 price objective on shares of Bancorp in a research note on Friday, August 7th. Royal Bank Of Canada reiterated an “outperform” rating and set a $60.00 target price on shares of Bancorp in a report on Tuesday, October 20th. Piper Sandler reaffirmed an “overweight” rating and set a $75.00 price target (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 price target on shares of Bancorp in a report on Wednesday, October 21st. Finally, Bank of America reissued a “buy” rating on shares of Bancorp in a research report on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $67.75.

Bancorp Stock Performance

Shares of NASDAQ:TBBK opened at $51.03 on Monday. The stock’s fifty day simple moving average is $54.74 and its 200-day simple moving average is $58.90. Bancorp has a 52-week low of $47.01 and a 52-week high of $80.56.

Bancorp (NASDAQ:TBBK) last released its quarterly earnings data on Thursday, July 30th. The bank reported $1.45 EPS for the quarter, topping the consensus estimate of $1.36 by $0.09. The business 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.

Hedge Funds Weigh In On Bancorp

Several hedge funds and other institutional investors have recently modified their holdings of TBBK. Fifth Third Wealth Advisors LLC acquired a new position in Bancorp during the 3rd quarter valued at about $203,000. Sterling Capital Management LLC boosted its stake 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 purchasing an additional 1,185 shares in the last quarter. SummerHaven Investment Management LLC bought a new position in Bancorp during the third quarter valued at about $1,017,000. Congress Asset Management Co. grew its stake 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 worth $16,740,000 after purchasing an additional 61,054 shares during the last quarter. Finally, Versant Capital Management Inc grew its position in Bancorp by 177.3% in the third quarter. Versant Capital Management Inc now owns 1,198 shares of the bank’s stock worth $58,000 after buying an additional 766 shares during the last quarter. Institutional investors and hedge funds own 96.22% of the company’s stock.

Insider Activity

In related news, CAO Martin Egan sold 3,057 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $72.03, for a total transaction of $220,195.71. Following the completion of the transaction, the chief accounting officer directly owned 30,219 shares in the company, valued at $2,176,674.57. This represents a 9.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company 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.