Market Cap
$2.9B
PFS
PROVIDENT FINANCIAL SERVICES INC
$22.58 ▲ +1.03%
Prev close $22.35Market cap$2.9B
ConsensusBuy
12-mo target$27.75 (+22.9%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)17 New Institutional Positions11 Institutional Exits Traditional Finance
Snapshot
The big-picture read on PFS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (70%)
Inst. Holders
50 funds
Inst. Value
$2.0B
Inst. Activity
17 buys / 11 sells
Insider Activity
$0.00 buy / $2.0M sell
Insider Net $
-$2.0M
Social Sentiment
63° Warm
SEC Reports
13
Press Releases
1
Price chart 30d -4.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 Insider
Christy James A. sold 3,000 shares
EVP, CRO of Provident Bank @ $23.36 ($70.1K)
Sep 1, 2026 Insider
SHARA THOMAS sold 40,266 shares
Director @ $23.06 ($928.5K)
Aug 31, 2026 Insider
Aug 24, 2026 SEC SHARA THOMAS sold 15,900 shares
Director @ $23.30 ($370.5K)
Provident Financial Services is issuing $175M of 6.50% fixed-to-floating rate subordinated notes due 2036. Net proceeds
424B5 — Impact 4/10
Provident Financial Services priced $175M of 6.50% Fixed-to-Floating Rate Subordinated Notes due 2036, with net proceeds
PRESS-RELEASE — Impact 4/10
Aug 20, 2026 earnings
Aug 20, 2026 SEC Provident Financial Services, Inc. Announces Pricing of Subordinated Notes Offering
ISELIN, N.J., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. (NYSE:PFS) (the “
Provident Financial Services is issuing an undisclosed amount of Fixed-to-Floating Rate Subordinated Notes due 2036 via
424B5 — Impact 4/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
3,101,027 shares ($73.3M)
Analyst ratings buy % -20.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
70% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Keefe, Bruyette & Woods | REITERATE | Outperform | 58% |
| Jul 31, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Jul 1, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Jun 8, 2026 | Stephens & Co. | INITIATE | Equal-Weight | 54% |
| May 1, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| May 1, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Aug 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jul 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
Price targets
Where 6 covering analysts think PFS trades over the next 12 months.
$27.75 +22.9% upside Strong Buy
Current$22.58 Low$25.00 Median$28.25 High$30.00 6 analysts
$25.00$30.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Anyone looked into Nordic Iron (NIO) after yesterday’s PFS?
▲ 1 · 💬 0· ⚡ 0.5
Anyone looked into Nordic Iron (NIO) after yesterday’s PFS?
▲ 1 · 💬 1· ⚡ 0.5
Nordic Iron Ore (NIO.ST): Small Swedish iron ore developer with Cargill backing and a major Q3 catalyst👏👏👏
▲ 1 · 💬 2· ⚡ 0.5
BDTX looks worth keeping on the watchlist heading into ASCO.
▲ 1 · 💬 1· ⚡ 0.5
Why I’m bullish on ARRNF heading into the next few months:
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 3 bullish, 0 bearish, 1 mixed, 9 neutral · avg impact 3.7/10.Plus 1 press releases.
NEUTRAL424B54/10
Provident Financial Services is issuing $175M of 6.50% fixed-to-floating rate subordinated notes due
Aug 24, 2026
NEUTRALPRESS-RELEASE4/10
Provident Financial Services priced $175M of 6.50% Fixed-to-Floating Rate Subordinated Notes due 203
Aug 20, 2026
NEUTRAL424B54/10
Provident Financial Services is issuing an undisclosed amount of Fixed-to-Floating Rate Subordinated
Aug 20, 2026
NEUTRAL8-K2/10
Provident Financial Services filed an 8-K furnishing a fixed income investor presentation dated Augu
Aug 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 20, 2026
earnings
Provident Financial Services, Inc. Announces Pricing of Subordinated Notes Offering
ISELIN, N.J., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. (NYSE:PFS) (the “Company”) , the holding company for Provident Bank
Aug 4, 2026
other
Provident Financial Services, Inc. and Provident Bank Appoint Michael E. Regan to the Boards of Directors
ISELIN, N.J., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. (NYSE: PFS) (the "Company") announced today that Michael E. Regan h
Jul 29, 2026
earnings
Provident Financial Services, Inc. Reports Second Quarter Earnings
ISELIN, N.J., July 29, 2026 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. (NYSE:PFS) (the “Company”) reported net income of $78.1 million, or
Jul 29, 2026
earnings_calendar
PFS Q2 2026 Earnings Scheduled — 2026-07-29
Jul 22, 2026
other
Provident Strengthens its Commitment to Local Communities with $50,000 in Grants to 6 Non-Profit Organizations
Funding is provided through the FHLBNY Small Business Recovery Grant Program Funding is provided through the FHLBNY Small Business Recovery Grant Prog
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.61 | $0.59–$0.63 | 11.5% | -0.3% | 5↑ 0↓ | $0.2B | 6 |
| Next Q | $0.63 | $0.59–$0.64 | -2.1% | +0.0% | 5↑ 0↓ | $0.2B | 6 |
| Current FY | $2.46 | $2.40–$2.50 | 9.5% | -0.1% | 6↑ 0↓ | $0.9B | 6 |
| Next FY | $2.59 | $2.50–$2.65 | 5.4% | -0.3% | 5↑ 0↓ | $1.0B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.613 | — |
| 7d ago | $0.613 | — |
| 30d ago | $0.615 | -0.002 |
| 60d ago | $0.610 | +0.003 |
| 90d ago | $0.582 | +0.032 |
Institutional ownership
Which big funds own PFS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.0B total value (85,370,070 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 17 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,244,342 | $454.9M | 22.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,233,317 | $194.6M | 9.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 8,173,769 | $193.2M | 9.6% | — |
| STATE STREET CORP | 8,044,048 | $190.2M | 9.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,644,266 | $133.4M | 6.6% | — |
| AMERICAN CENTURY COMPANIES INC | 4,291,092 | $101.4M | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,492,733 | $82.6M | 4.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,101,027 | $73.3M | 3.6% | TRIM -46.4% |
| MILLENNIUM MANAGEMENT LLC | 2,296,256 | $54.3M | 2.7% | DOUBLED +5461.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,617,668 | $38.2M | 1.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,786,655 | 3,101,027 | -46.4% | $73.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 41,288 | 2,296,256 | +5461.6% | $54.3M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 708,016 | 943,213 | +33.2% | $22.3M |
| Qube Research & Technologies Ltd | DOUBLED | 332,092 | 787,548 | +137.1% | $18.6M |
| PRUDENTIAL FINANCIAL INC | TRIM | 1,006,722 | 624,797 | -37.9% | $14.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 341,162 | 455,910 | +33.6% | $10.8M |
| D. E. Shaw & Co., Inc. | DOUBLED | 11,572 | 257,966 | +2129.2% | $6.1M |
| ROYCE & ASSOCIATES LP | DOUBLED | 56,732 | 235,233 | +314.6% | $5.6M |
| CITIGROUP INC | ADD | 101,030 | 144,208 | +42.7% | $3.4M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 61,530 | 125,227 | +103.5% | $3.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$2.0M — $0.00 bought, $2.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Christy James A. | EVP, CRO of Provident Bank | SELL | 3,000 | $23.36 | $70.1K |
| Sep 1, 2026 | SHARA THOMAS | Director | SELL | 40,266 | $23.06 | $928.5K |
| Aug 31, 2026 | SHARA THOMAS | Director | SELL | 15,900 | $23.30 | $370.5K |
| Aug 18, 2026 | Giannola Vito | EVP & CRBO of provident Bank | SELL | 20,000 | $24.36 | $487.2K |
| Aug 7, 2026 | Regan Michael Edward | Director | AWARD | 3,066 | — | — |
| Jun 12, 2026 | LISTA GEORGE | Pres/CEO Prov Protection Plus | SELL | 3,528 | $23.41 | $82.6K |
| May 26, 2026 | Foley Ursuline F | Director | AWARD | 4,012 | — | — |
| May 26, 2026 | Flynn Brian | Director | AWARD | 4,012 | — | — |
| May 26, 2026 | Duchemin-Leslie Nadine | Director | AWARD | 4,012 | — | — |
| May 26, 2026 | Pugliese John | Director | AWARD | 4,012 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PFS.
Shares short
6,148,575
Settlement Sep 15, 2026
Change vs prior
+13.4%
Semi-monthly cycle
Days to cover
8.4
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
All PFS filing & press-release reports (14)
- 424B5 reportAug 24, 2026
- PRESS-RELEASE reportAug 20, 2026
- 424B5 reportAug 20, 2026
- 8-K reportAug 14, 2026
- 8-K reportJul 30, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 29, 2026
- 8-K reportJun 4, 2026
- 8-K reportMay 26, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 30, 2026
- DEFA14A reportApr 8, 2026
- PRESS-RELEASE reportApr 1, 2026
- 8-K reportMar 5, 2026