Latest revenue
$169.0M
as of 2026-03-31
Latest net income
$12.0M
as of 2026-03-31
Net margin
7.1%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.06B
- Enterprise value
- $1.06B
- P/E (trailing)
- 22.6×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $120.05
- 52-wk low
- $66.50
- Beta
- —
- Shares out
- 15.2M
5-year trend
What this company does
Item 1. Business Our Company Coastal Financial Corporation (“Company”) is a registered bank holding company, whose wholly owned subsidiaries are Coastal Community Bank (“Bank”) and Arlington Olympic LLC (“LLC”). The Company is a Washington state corporation that was organized in 2003. The Bank was incorporated and commenced operations in 1997 and is a Washington state-chartered commercial bank and Federal Reserve System (“Federal Reserve”) member bank. The LLC was formed in 2019 and owns the Company’s Arlington branch, which the Bank leases from the LLC. Our executive offices are located at 5415 Evergreen Way, Everett, Washington 98203, and our telephone number is (425) 257-9000. Our…
AI summary unavailable — showing raw filing excerpt
Generated from CCB's filing dated 2026-02-27
Key risks
Item 1A. Risk Factors As a financial services organization, we are subject to a number of risks inherent in our transactions and present in the business decisions we make. Described below are the material risks and uncertainties that if realized could have an adverse effect on our business, financial condition, results of operations or cash flows, and our access to liquidity. Consideration should also be given to the other information in this Annual Report on Form 10-K, as well as in the documents incorporated by reference into this Form 10-K. However, other factors not discussed below or elsewhere in this Annual Report on Form 10-K could adversely affect our business, financial condition,…
AI summary unavailable — showing raw filing excerpt
Generated from CCB's filing dated 2026-02-27
Profitability
Net margin
7.1%
10.8%Return on equity
9.6%
37.6%Return on assets
337.8%
0.1%Leverage
Debt / equity
-0.97×
1.8%Long-term debt / equity
0.01×
39.9%Debt / assets
-3429.5%
62.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $169.0M | +4.5% | $12.0M | +23.5% | 7.1% |
Q4 2025 2025-12-31 | $190.9M | -28.8% | $12.6M | -5.4% | 6.6% |
Q3 2025 2025-09-30 | $167.1M | +9.7% | $13.6M | +1.0% | 8.1% |
Q2 2025 2025-06-30 | $141.6M | +4.0% | $11.0M | -4.9% | 7.8% |
Q1 2025 2025-03-31 | $161.6M | +8.9% | $9.7M | +43.1% | 6.0% |
Q4 2024 2024-12-31 | $268.1M | — | $13.4M | — | 5.0% |
Q3 2024 2024-09-30 | $152.3M | +28.9% | $13.5M | +31.0% | 8.8% |
Q2 2024 2024-06-30 | $136.2M | -1.9% | $11.6M | -10.2% | 8.5% |
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
State Commercial Banks · SIC 6022
Your notes
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Insider activity
Insider buying
$0
Insider selling
$15.0M
Net activity
−$15.0M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
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 CCB
Institutional value
$381.7M
Total shares held
5.2M
Distinct holders
101
-104 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
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 973.9K | $74.1M | -11.0K (-1.1%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 562.2K | $42.8M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 359.6K | $27.4M | +25.4K (+7.6%) | Added |
| 4 | ENDEAVOUR CAPITAL ADVISORS INC | 273.6K | $20.8M | +111.7K (+69.0%) | Added |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 268.7K | $20.4M | +106.5K (+65.7%) | Added |
| 6 | EMERALD ADVISERS, LLC | 221.2K | $16.8M | +68.4K (+44.8%) | Added |
| 7 | UBS Group AG | 159.7K | $12.2M | +38.0K (+31.2%) | Added |
| 8 | KENNEDY CAPITAL MANAGEMENT LLC | 158.8K | $12.1M | -10.1K (-6.0%) | Trimmed |
| 9 | EMERALD MUTUAL FUND ADVISERS TRUST | 156.7K | $11.9M | +48.9K (+45.4%) | Added |
| 10 | JCSD Capital, LLC | 140.1K | $10.7M | +11.1K (+8.6%) | Added |
| 11 | PEREGRINE CAPITAL MANAGEMENT LLC | 139.6K | $10.6M | -6.1K (-4.2%) | Trimmed |
| 12 | Advisors Capital Management, LLC | 130.0K | $9.9M | +5.3K (+4.3%) | Added |
| 13 | D.A. DAVIDSON & CO. | 125.5K | $9.6M | +0 (+0.0%) | No change |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 99.3K | $7.6M | — | New |
| 15 | STIFEL FINANCIAL CORP | 93.9K | $7.1M | +34.2K (+57.4%) | Added |
| 16 | VANGUARD FIDUCIARY TRUST CO | 90.8K | $6.9M | — | New |
| 17 | ROYCE & ASSOCIATES LP | 55.7K | $4.2M | -68.2K (-55.0%) | Trimmed |
| 18 | Russell Investments Group, Ltd. | 51.0K | $3.9M | +2.5K (+5.0%) | Added |
| 19 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 49.9K | $3.8M | — | New |
| 20 | FIRST TRUST ADVISORS LP | 48.7K | $3.7M | +5.0K (+11.3%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CCB's latest filing finishes processing.