National Commercial Banks · SIC 6021

ARROW FINANCIAL CORP

AROW

Watch

Latest revenue

$13.2M

as of 2026-03-31

Latest net income

$13.5M

as of 2026-03-31

Net margin

102.5%

as of 2026-03-31

7.2
of 10

ActaClear Score

Above avg
#19 of 134 in National Commercial Banks
new
Profitability·25%
8.1
Growth·15%
3.4
Value·20%
7.1
Quality·20%
Momentum·20%
9.2

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.

0.40
Price / FV

Fair value · DCF

Deeply undervalued
~151% upside at this growth
10.2% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$37.46
DCF fair value
$94.18
FCF base (last FY)
$55.39M
Net debt
$-185.05M

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

+0.3% / yr 19.4 pts / yr vs S&P 500 1.5% total
Compare:

Live market

delayed ≤15 min
$37.46
1.49%
Market cap
$619.2M
Enterprise value
$590.1M
P/E (trailing)
11.2×
Forward P/E
P/B
1.41×
Dividend yield
3.2%
52-wk high
$38.05
52-wk low
$24.57
Beta
Shares out
16.5M

5-year trend

What this company does

AI

Item 1. Business A. GENERAL The holding company, Arrow Financial Corporation, a New York corporation, was incorporated on March 21, 1983 and is registered as a bank holding company within the meaning of the Bank Holding Company Act of 1956. Arrow owns two nationally-chartered banks in New York (Glens Falls National and Saratoga National), and through such banks indirectly owns various non-bank subsidiaries, including an insurance agency, a registered investment adviser and a REIT. See "The Company and Its Subsidiaries," above. Subsidiary Banks (dollars in thousands and data is as of December 31, 2023) Glens Falls NationalSaratoga National Total Assets at Year-End$3,274,507 $1,062,118 Trust…

AI summary unavailable — showing raw filing excerpt

Generated from AROW's filing dated 2024-03-11

Key risks

AI

Item 1A. Risk Factors Arrow's financial results and the market price of its stock are subject to risks arising from many factors, including the risks listed below, as well as other risks and uncertainties. Any of these risks could materially and adversely affect Arrow's business, financial condition or results of operations. Please note that the discussion below regarding the potential impact on Arrow of certain of these factors that may develop in the future is not meant to provide predictions by Arrow's management that such factors will develop, but to acknowledge the possible negative consequences to the Company and business if certain conditions materialize. MACROECONOMIC AND INDUSTRY…

AI summary unavailable — showing raw filing excerpt

Generated from AROW's filing dated 2024-03-11

Profitability

Net margin

25.6%

36.6%

Return on equity

13.8%

48.3%

Return on assets

82.7%

117.5%

Leverage

Debt / equity

-0.83×

10.3%

Debt / assets

-498.6%

61.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$13.2M+14.9%$13.5M+113.7%102.5%

Q4 2025

2025-12-31

$186.0M+9.9%$25.4M+110.0%13.7%

Q3 2025

2025-09-30

$10.3M+3.2%$12.8M+42.9%124.3%

Q2 2025

2025-06-30

$8.8M-4.4%$10.8M+25.6%123.4%

Q1 2025

2025-03-31

$11.4M+3.6%$6.3M-17.6%55.1%

Q4 2024

2024-12-31

$169.2M$12.1M7.2%

Q3 2024

2024-09-30

$10.0M-3.0%$9.0M+15.9%89.8%

Q2 2024

2024-06-30

$9.2M+8.1%$8.6M+42.3%93.9%

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

$736.6K

Insider selling

$0

Net activity

+$736.6K

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-12-24

David S. Demarco

President & CEO

Purchase3,035$31.78$96.5K

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 AROW

Institutional value

$192.3M

Total shares held

6.0M

Distinct holders

78

-57 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
1Arrow Financial Corp1.9M$63.1M+7.1K (+0.4%)Added
2BlackRock, Inc.1.3M$42.0M+171 (+0.0%)Added
3DIMENSIONAL FUND ADVISORS LP730.5K$24.5M+1.9K (+0.3%)Added
4VANGUARD CAPITAL MANAGEMENT LLC637.5K$21.4MNew
5VANGUARD PORTFOLIO MANAGEMENT LLC121.6K$4.1MNew
6Connor, Clark & Lunn Investment Management Ltd.103.3K$3.5M+28.9K (+38.9%)Added
7VANGUARD FIDUCIARY TRUST CO91.9K$3.1MNew
8Voya Investment Management LLC90.6K$3.0M-11.3K (-11.1%)Trimmed
9Bank of New York Mellon Corp84.8K$2.8M-1.9K (-2.2%)Trimmed
10MARTINGALE ASSET MANAGEMENT L P72.3K$2.4M+23.4K (+47.8%)Added
11JOHNSON INVESTMENT COUNSEL INC62.2K$2.1M+310 (+0.5%)Added
12Nuveen, LLC49.2K$1.7M+468 (+1.0%)Added
13UBS Group AG44.1K$1.5M+39.0K (+765.2%)Added
14LOS ANGELES CAPITAL MANAGEMENT LLC41.1K$1.4M+22.3K (+118.5%)Added
15HighTower Advisors, LLC35.5K$1.2M+15.4K (+76.3%)Added
16SummerHaven Investment Management, LLC27.6K$925.7K-3.2K (-10.4%)Trimmed
17Atria Investments, Inc25.6K$859.8K-2.7K (-9.6%)Trimmed
18Private Advisor Group, LLC24.4K$819.0K+0 (+0.0%)No change
19Integrated Quantitative Investments LLC24.0K$804.8K+3.6K (+17.9%)Added
20Invesco Ltd.22.7K$761.9K-1.3K (-5.3%)Trimmed

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

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