Monitor Q4 2026 earnings for credit quality trends (NPLs, charge-offs) and whether the institutional buying continues or reverses. The cluster is small relative to BHRB's $1.4B market cap and 45-day stale, so follow-up 13F filings will confirm conviction.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 10 $70.60entry
- T+1 · 12h ago +0.57%α −0.75% · $71.00
- T+5 · in 5d Pending
- T+20 · in 27d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Four institutional investors (Principal Financial, Creative Planning, Nuveen, Farther Finance Advisors) collectively added $7.7M in BHRB during Q3 2026, with three doubling their positions. The cluster follows Q3 earnings that beat consensus by 3.9% and showed net interest margin expansion, though credit quality weakened with rising nonperforming loans. Insider buying was minimal ($45K), providing limited corroboration.
Key Financial Metrics
Institutional Positions
Net institutional flow: $7.7M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Principal Financial Group | DOUBLED | +237.2% | $4.1M | $2.8M |
| Creative Planning | ADD | +30.7% | $502.0K | $100.0K |
| Nuveen | DOUBLED | +181.7% | $7.6M | $4.8M |
| Farther Finance Advisors | DOUBLED | +4300% | $3.0K | $3.0K |
Key Facts
- 4 institutional buyers added $7.7M net in Q3 2026, 0 sellers
- Principal Financial Group doubled position (+237.2%) to $4.1M
- Nuveen doubled position (+181.7%) to $7.6M
- Q3 2026 adjusted EPS $2.14 beat consensus $2.06 by 3.9%
- Net interest margin expanded 6 bps QoQ to 4.21%
- Nonperforming loans rose $12.7M to $108.0M; net charge-offs 14.3 bps annualized
- Insider buying was $45K (2 open-market purchases), confluence score 42/100 (divergent)
Financial Impact
4 institutions accumulated $7.7M in new positions; total buyer holdings $12.2M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Rising nonperforming loans ($108M) could pressure earnings in future quarters
- Cluster is small ($7.7M net) relative to market cap; signal strength is limited
- Insider buying is minimal and divergent from institutional cluster
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BHRB-2026-Q3 |
Track record
31 reports on BHRB
5 of 7 bullish or bearish reports moved the stock their way by T+60. Best: +19.40% at T+60 after the May 12, 2026 report. 6 of 8 went positive at some point.
Filters
- Nov 10, 20261d ago Institutional Cluster Neutral 3/10 Viewing Entry $70.60 settles Feb 8
- Oct 23, 202619d ago 8-K/A Neutral 2/10 Entry $70.08 settles Jan 22
- Oct 22, 202620d ago 8-K Bullish 6/10 Entry $70.70 settles Jan 21
- Oct 22, 202620d ago Press Release Neutral 4/10 Entry $70.70 settles Jan 21
- Sep 30, 20266w ago 424B5 Neutral 4/10 Entry $68.60 settles Dec 24
- Sep 28, 20266w ago Press Release Neutral 3/10 Entry $69.06 settles Dec 22
- Sep 28, 20266w ago 8-K Neutral 4/10 Entry $69.06 settles Dec 22
- Sep 28, 20266w ago 424B5 Neutral 3/10 Entry $69.06 settles Dec 22
- Sep 18, 20267w ago 8-K Neutral 3/10 Entry $69.90 settles Dec 14
- Aug 20, 202611w ago Insider Cluster Neutral 2/10 Entry $71.00 settles Nov 13
US Market Status
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