National Commercial Banks · SIC 6021

Amerant Bancorp Inc.

AMTB

Watch

Latest revenue

$105.2M

as of 2026-03-31

Latest net income

$17.9M

as of 2026-03-31

Net margin

17.0%

as of 2026-03-31

5.7
of 10

ActaClear Score

Neutral
#78 of 134 in National Commercial Banks
new
Profitability·25%
1.1
Growth·15%
6.5
Value·20%
6.1
Quality·20%
9.9
Momentum·20%
6.3

Computed from 5 years of SEC fundamentals + latest market data, ranked within National Commercial Banks (134 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.42
Price / FV

Fair value · DCF

Deeply undervalued
~136% upside at this growth
15.1% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$21.61
DCF fair value
$50.99
FCF base (last FY)
$52.42M
Net debt
$-409.44M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

+0.2% / yr 19.5 pts / yr vs S&P 500 0.9% total
Compare:

Live market

delayed ≤15 min
$22.75
Market cap
$1.01B
Enterprise value
$951.3M
P/E (trailing)
19.4×
Forward P/E
P/B
1.11×
Dividend yield
1.6%
52-wk high
$24.38
52-wk low
$15.62
Beta
Shares out
44.6M

5-year trend

What this company does

AI

Item 1. BUSINESS Our Company We are a bank holding company headquartered in Coral Gables, FL, with $9.8 billion in assets, $6.6 billion in loans held for investment, $7.8 billion in deposits, $938.8 million of shareholders’ equity, and $3.3 billion in assets under management and custody (“AUM”) as of December 31, 2025. We provide individuals and businesses with a comprehensive array of deposit, credit, investment, wealth management, retail banking, mortgage services and fiduciary services. We serve customers in our United States markets and select international customers. These services are offered through our main subsidiary, Amerant Bank, N.A., or the Bank, which is also headquartered in…

AI summary unavailable — showing raw filing excerpt

Generated from AMTB's filing dated 2026-02-27

Key risks

AI

SUMMARY OF RISK FACTORS Our business is subject to a number of risks that could cause actual results to differ materially from those indicated by forward-looking statements made in this Form 10-K or presented elsewhere from time to time. These risks are discussed more fully under “Item 1A. Risk Factors” and include, but are not limited to the following: Risk related to Funding and Liquidity •Liquidity risks could affect our operations and jeopardize our financial condition and certain funding sources could increase our interest rate expense. •We may not be able to develop and maintain a strong core deposit base or other low-cost funding sources. •We may elect or be compelled to seek…

AI summary unavailable — showing raw filing excerpt

Generated from AMTB's filing dated 2026-02-27

Profitability

Net margin

7.8%

398.0%

Return on equity

5.9%

432.8%

Return on assets

29.4%

554.4%

Leverage

Debt / equity

-0.80×

10.1%

Long-term debt / equity

0.00×

100.0%

Debt / assets

-399.3%

50.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$105.2M-14.8%$17.9M+49.5%17.0%

Q4 2025

2025-12-31

$296.6M+37.9%$2.7M+100.1%0.9%

Q3 2025

2025-09-30

$128.9M-5.7%$14.8M+145.2%11.4%

Q2 2025

2025-06-30

$127.1M-1.2%$23.0M+363.5%18.1%

Q1 2025

2025-03-31

$123.5M-1.3%$12.0M+13.2%9.7%

Q4 2024

2024-12-31

$215.1M$1.4M0.6%

Q3 2024

2024-09-30

$136.7M+9.7%$-32.6M-247.5%-23.9%

Q2 2024

2024-06-30

$128.7M+5.1%$5.0M-32.1%3.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

National Commercial Banks · SIC 6021

No data yet for industry average

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Insider activity

Insider buying

$244.0K

Insider selling

$20.3K

Net activity

+$223.8K

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-27

Carlos Iafigliola

SEVP Interim Chief Executive Officer

Purchase885$22.80$20.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AMTB

Institutional value

$253.9M

Total shares held

11.6M

Distinct holders

70

-72 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.8M$61.6M-68.8K (-2.4%)Trimmed
2Patriot Financial Partners GP II, L.P.2.3M$49.8M-58.3K (-2.5%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC1.8M$39.1MNew
4DIMENSIONAL FUND ADVISORS LP1.4M$30.6M+133.1K (+10.6%)Added
5UBS Group AG875.7K$19.3M+744.8K (+568.8%)Added
6VANGUARD PORTFOLIO MANAGEMENT LLC418.5K$9.2MNew
7VANGUARD FIDUCIARY TRUST CO254.5K$5.6MNew
8PEREGRINE CAPITAL MANAGEMENT LLC213.4K$4.7M-20.6K (-8.8%)Trimmed
9SEI INVESTMENTS CO198.3K$4.4M+40.0K (+25.2%)Added
10ESSEX INVESTMENT MANAGEMENT CO LLC156.8K$3.5M+2.7K (+1.8%)Added
11Bank of New York Mellon Corp146.3K$3.2M+16.3K (+12.6%)Added
12JPMORGAN CHASE & CO117.6K$2.5M-12.2K (-9.4%)Trimmed
13Nuveen, LLC81.3K$1.8M+444 (+0.5%)Added
14Swiss National Bank73.5K$1.6M+5.5K (+8.1%)Added
15JANE STREET GROUP, LLC63.8K$1.4MNew
16Invesco Ltd.61.8K$1.4M-160 (-0.3%)Trimmed
17PRINCIPAL FINANCIAL GROUP INC55.1K$1.2MNew
18Vanguard Global Advisers, LLC50.6K$1.1MNew
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC49.8K$1.1M+501 (+1.0%)Added
20Creative Planning41.8K$921.3K+13.6K (+48.4%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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