Beacon Financial
- Market cap
- 2.29B
- P/E (TTM)i
- 14.45
- P/Bi
- 0.90
- EPSi
- 1.03
- Div yieldi
- 4.72%
- 52W posi
- 50%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 93.26% -0.02pp
- Institutions
- 343
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 15 buys · 34 sells
| Name | Role | Stake |
|---|---|---|
| Sean Gray | Chief Operating Officer | 0.16% |
| Nitin Mhatre | Chief Executive Officer | 0.15% |
| Gregory Lindenmuth | Chief Risk Officer | 0.04% |
| Mary Callahan | Independent Director | 0.04% |
| Wm. Prescott | Senior EVP, General Counsel & Corporate Secretary | 0.04% |
| Kevin Conn | Senior Vice President of Investor Relations & Corporate Development | 0.03% |
| David Brunelle | Independent Chairperson | 0.03% |
| Jacqueline Courtwright | Senior EVP and Chief Human Resources Officer & Culture Officer | 0.02% |
| Brett Brbovic | Chief Accounting Officer | 0.02% |
| William Hughes | Independent Director | 0.02% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2025-06-30 | Brett Brbovic | Chief Accounting Officer | Sale to Issuer | -430 | $26.05 |
| 2025-03-31 | Brett Brbovic | Chief Accounting Officer | Sale to Issuer | -480 | $26.09 |
| 2025-03-31 | Kevin Conn | Senior Vice President of Investor Relations & Corporate Development | Sale to Issuer | -829 | $26.09 |
| 2025-03-02 | Sean Gray | Chief Operating Officer | Sale to Issuer | -2,251 | $28.11 |
| 2025-03-02 | Sean Gray | Chief Operating Officer | Other Acquisition | +6,749 | -- |
| 2025-03-02 | Nitin Mhatre | Chief Executive Officer | Sale to Issuer | -4,596 | $28.11 |
| 2025-03-02 | Nitin Mhatre | Chief Executive Officer | Other Acquisition | +9,505 | -- |
| 2025-03-02 | Wm. Prescott | Senior EVP, General Counsel & Corporate Secretary | Other Acquisition | +1,323 | -- |
| 2025-03-02 | Jacqueline Courtwright | Senior EVP and Chief Human Resources Officer & Culture Officer | Sale to Issuer | -627 | $28.11 |
| 2025-03-02 | Jacqueline Courtwright | Senior EVP and Chief Human Resources Officer & Culture Officer | Other Acquisition | +1,738 | -- |
| 2025-03-02 | Gregory Lindenmuth | Chief Risk Officer | Sale to Issuer | -568 | $28.11 |
| 2025-03-02 | Gregory Lindenmuth | Chief Risk Officer | Other Acquisition | +1,934 | -- |
| 2025-03-02 | Ellen Tulchiner | -- | Sale to Issuer | -426 | $28.11 |
| 2025-03-02 | Ellen Tulchiner | -- | Other Acquisition | +1,179 | -- |
| 2025-02-10 | Ellen Tulchiner | -- | Open Market Disposition | -1,052 | $29.97 |
| 2025-01-29 | Sean Gray | Chief Operating Officer | Sale to Issuer | -2,212 | $29.13 |
| 2025-01-29 | James Brown | Senior Executive VP & Head of Commercial Banking | Sale to Issuer | -1,547 | $29.13 |
| 2025-01-29 | Nitin Mhatre | Chief Executive Officer | Sale to Issuer | -3,751 | $29.13 |
| 2025-01-29 | Wm. Prescott | Senior EVP, General Counsel & Corporate Secretary | Sale to Issuer | -644 | $29.13 |
| 2025-01-29 | Brett Brbovic | Chief Accounting Officer | Sale to Issuer | -97 | $29.13 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 06:30:49 · For reference only, not investment advice and not tailored to your situation.