BEACON FINANCIAL CORPORATION
At today's price, BEACON FINANCIAL CORPORATION (BBT) is priced for 10.0% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Beacon Financial is a brand-new bank: it was formed by the September 2025 merger of equals of Berkshire Hills Bancorp and Brookline Bancorp into a roughly $24 billion New England and New York franchise with 147 banking offices [Source: Beacon Financial FY2025 disclosures]. • The biggest near-term distortion is the merger itself: first-quarter 2026 earnings were depressed by integration and system-conversion costs, so the bank earned a return on equity well below the roughly 10% the price assum
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283 institutional managers reported holding BBT in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 60%. 40 opened new positions that quarter. Held by BlackRock, Vanguard Group, Millennium Management, among others. On the short side, 3.9M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BBT's share count grew 66.6% over the past five years even with $213.86M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.73 a share annually. Cash returned over the past three years: $136.84M in dividends and $27.81M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BBT over the trailing three years. Absence is a fact about the company, not a signal.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BBT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +0.1% | -10.3% |
| 2023-11-10 | +2.3% | +17.6% |
| 2024-02-29 | +4.1% | +3.6% |
| 2024-05-11 | +5.7% | +4.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BBT's latest 8-K filings: 2026-07-10 (items 8.01); 2026-05-15 (items 5.07); 2026-05-07 (items 8.01); 2026-04-29 (items 2.02, 7.01, 9.01); 2026-01-28 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.