The Bancorp (TBBK) reported second-quarter 2026 net income of $60.7 million, compared with $59.8 million in the year-earlier quarter. Diluted earnings per share were $1.45, up 14.2% from $1.27 in 2Q 2025.
The company reported net interest income of $90.5 million and total non-interest income of $73.0 million. Management increased full-year 2026 EPS guidance to a range of $5.95 to $6.05 and maintained 2027 EPS guidance of $8.10 to $8.30.
- Return on assets was 2.51%, compared with 2.64% in 2Q 2025.
- Return on equity was 34.7%, compared with 28.4% in 2Q 2025.
- Net interest margin was 3.85%, compared with 4.44% in 2Q 2025.
- Loans, net of deferred fees and costs, were $7.07 billion at June 30, 2026.
- Average deposits were $8.41 billion, up 4.4% from 2Q 2025.
- Gross dollar volume on prepaid, debit and credit cards totaled $53.45 billion, up 22.5% from 2Q 2025.
- The company repurchased $50.0 million of shares during the quarter.
$TBBK Insider Trading Activity
$TBBK insiders have traded $TBBK stock on the open market 17 times in the past 6 months. Of those trades, 14 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TBBK stock by insiders over the last 6 months:
- MARIA WAINWRIGHT (EVP & Chief Marketing Officer) sold 8,400 shares for an estimated $506,020
- MARK E TRYNISKI purchased 5,000 shares for an estimated $301,158
- DOMINIC C CANUSO (EVP & Chief Financial Officer) has made 5 purchases buying 5,000 shares for an estimated $293,286 and 0 sales.
- ERIKA R CAESAR (EVP and General Counsel) sold 4,470 shares for an estimated $269,451
- RYAN HARRIS (EVP Head of Fintech Solutions) sold 4,500 shares for an estimated $239,328
- MATTHEW COHN has made 8 purchases buying 3,580 shares for an estimated $213,797 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TBBK Hedge Fund Activity
We have seen 132 institutional investors add shares of $TBBK stock to their portfolio, and 128 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 1,763,132 shares (-48.2%) from their portfolio in Q1 2026, for an estimated $94,733,082
- LOOMIS SAYLES & CO L P removed 903,701 shares (-87.1%) from their portfolio in Q1 2026, for an estimated $48,555,854
- PRICE T ROWE ASSOCIATES INC /MD/ removed 755,335 shares (-93.5%) from their portfolio in Q1 2026, for an estimated $40,584,149
- MILLENNIUM MANAGEMENT LLC added 518,587 shares (+485.5%) to their portfolio in Q1 2026, for an estimated $27,863,679
- MARSHALL WACE, LLP added 376,750 shares (+1064.7%) to their portfolio in Q1 2026, for an estimated $20,242,777
- NANTAHALA CAPITAL MANAGEMENT, LLC added 308,771 shares (+28.8%) to their portfolio in Q1 2026, for an estimated $16,590,265
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 280,341 shares (+inf%) to their portfolio in Q1 2026, for an estimated $15,062,721
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
