Seacoast Banking Corporation of Florida
In the published model solve dated 2026-Q2, anchored at $35.01, Seacoast Banking Corporation of Florida (SBCF) is priced for more than 12.2% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
- At about $30.87 and 1.1x book, the price assumes Seacoast sustains a return on equity near 11.3%, well above the roughly 2.8% it recently earned and the 5.3% trailing. The gap is the acquisition-and-normalization bet the price embeds. - This is an acquisitive Florida bank mid-integration: it bought Heartland Bancshares and agreed to acquire Villages Bancorporation for about $710.8 million, which it expects to be roughly 22% accretive to 2026 earnings per share. - Read the trailing return cauti
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280 institutional managers reported holding SBCF in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 51%. 25 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 4.9M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (7.2 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.
SBCF's share count grew 74.7% over the past five years even with $21.75M spent on repurchases. It pays no dividend. Cash returned over the past three years: $21.70M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SBCF over the trailing three years: 2023: 1 buy totaling $25k; 2026: 2 buys totaling $155k. 17 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.
SBCF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -6.4% | -9.1% |
| 2023-11-09 | +13.0% | +26.4% |
| 2024-02-28 | +4.6% | -0.3% |
| 2024-05-09 | +3.7% | +4.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SBCF's latest 8-K filings: 2026-07-28 (items 2.02, 7.01, 9.01); 2026-05-29 (items 5.02); 2026-05-20 (items 5.07, 7.01); 2026-05-13 (items 7.01, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 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.