The director buying is too small to signal a meaningful vote of confidence. Monitor the next 10-Q for credit quality trends (NPAs) and whether insider buying accelerates at lower prices. The earnings miss and rising NPAs are the dominant fundamental signals.
Price Chart
Executive Summary
Five directors at Beacon Financial Corp made open-market purchases totaling approximately $264K in the week following the Q3 2026 earnings miss, while the General Counsel sold $20K. The director buying cluster (0.01% of market cap) is too small relative to the $2.6B market cap to signal material conviction, and the earnings miss with rising NPAs provides a bearish backdrop. The cluster is neutral overall.
Key Financial Metrics
Key Facts
- Five directors purchased shares totaling ~$264K in open-market transactions between Oct 26-28, 2026
- General Counsel Eagan sold 641 shares for ~$20K on Oct 26, 2026
- COO Gray received a non-cash grant of 8,912 shares on Oct 26, 2026
- Total open-market purchases represent ~0.01% of BBT's $2.6B market cap
- Q3 2026 GAAP EPS of $0.73 missed consensus of $0.77 by 5.2% (reported Oct 21, 2026)
- Nonperforming assets rose to $163.1M (0.75% of total assets) in Q3
Financial Impact
Director purchases total ~$264K, or 0.01% of market cap; General Counsel sale totals ~$20K
Risk Factors
- Director purchases are trivial relative to market cap and may be routine portfolio adjustments
- General Counsel's sale, though small, occurred alongside director buying and could indicate mixed internal sentiment
- Q3 earnings miss and rising nonperforming assets suggest fundamental headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-BBT-1793279358019 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Insider Cluster | $30.43 | awaiting T+1 | awaiting T+1 | $30.62 (+0.62%) |
Oct 29, 2026 3d ago | Insider Cluster | $30.66 $30.62 | ▼ −0.13% | ▲ +1.64% | $30.62 (−0.13%) |
Oct 28, 2026 4d ago | Insider Cluster | $30.66 $30.62 | ▼ −0.13% | ▲ +1.64% | $30.62 (−0.13%) |
Oct 28, 2026 4d ago | Insider Cluster | $30.38 $30.66 | ▲ +0.92% | ▲ +1.30% | $30.62 (+0.79%) |
Oct 26, 2026 6d ago | Insider Cluster | $30.86 $30.71 | ▼ −0.49% | ▼ −1.05% | $30.62 (−0.78%) |
Oct 26, 2026 6d ago | Insider Cluster | $30.86 $30.71 | ▼ −0.49% | ▼ −1.05% | $30.62 (−0.78%) |
Oct 23, 2026 9d ago | SC 13G/A | $30.86 $30.71 | ▲ +0.49% | ▲ +1.05% | $30.62 (+0.78%) |
Oct 21, 2026 11d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 21, 2026 11d ago | Press Release | $29.95 $30.07 | ▼ −0.40% | ▼ −0.92% | $30.62 (−2.24%) |
Sep 30, 2026 4w ago | Press Release | $27.99 | awaiting T+1 | awaiting T+1 | $30.62 (+9.40%) |
US Market Status
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