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MTB

M&T BANK CORPORATION

At today's price, M&T BANK CORPORATION (MTB) is priced for 12.7% 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.

Live priced in
12.7% return on equity
Priced In
elevated

Key Takeaways

• M&T Bank is a large regional lender whose net interest margin widened to 3.71% last quarter as funding costs fell, the core engine of a bank that earns its keep on the spread between what it pays for deposits and what it earns on loans. • The biggest risk is the price, which assumes a sustained return on equity around 12% against the roughly 10.5% the bank has actually earned, and commercial real estate remains a concentration the bank has been deliberately shrinking. • Watch the capital retur

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Institutional ownership

1,080 institutional managers reported holding MTB in 13F filings for the quarter ended 2026-03-31. Together they hold about 85% of the company; the top 10 hold 54%. 83 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), BlackRock, among others. On the short side, 6.2M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (5.7 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.

Capital returns

MTB's share count grew 16% over the past five years even with $6.71B spent on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 9 years straight; the current rate is $5.70 a share annually. Cash returned over the past three years: $2.45B in dividends and $4.31B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at MTB over the trailing three years: 2023: 2 buys totaling $555k. 26 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

MTB's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-09+2.8%-7.0%
2023-11-07+3.5%+12.7%
2024-02-22+6.4%+6.5%
2024-05-04+0.2%-0.1%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

MTB's latest 8-K filings: 2026-07-15 (items 2.02, 7.01, 9.01); 2026-06-16 (items 5.02, 9.01); 2026-05-01 (items 7.01, 9.01); 2026-04-23 (items 5.07); 2026-04-20 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

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.