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Beacon Financial Corp (BBT)

Beacon Financial Corporation operates as the bank holding company for Beacon Bank & Trust that provides various banking services in the United States and internationally. The company accepts commercial, municipal, and retail deposits. It originates mortgage loans on commercial and residential real estate, as well as commercial loans and leases. It is also involved in investment in debt and equity securities; and offers cash management, trust, and investment advisory services. In addition, the company provides specialty equipment financing and SBA lending, and online and mobile banking services, as well as wealth management services to individuals, families, endowments, and foundations. Beacon Financial Corporation was founded in 1846 and is headquartered in Boston, Massachusetts.

Sector: Savings Institutions, Not Federally Chartered

Industry: Banks - Regional

Beacon Financial Corp. logo

Beacon Financial Corp.

NYSE:BBTFinancial Services
+0.40%$30.07
AH Close$30.07+0.00%vs close
Mkt Cap$2.52B
Float82.5M
O/S83.82M
Inst Own92.0%
Div Yield4.29%
Dilution
Historical Data
DateOpenHighLowCloseVolume
Key Metrics
Market Cap$2.52B
Enterprise Value--
P/E Ratio--
Est. Net Cash/Share--
Institutional Ownership92.03%

based on 83.82M shares outstanding

SectorFinancial Services
IndustryAsset Management
ExchangeNYSE
CountryUSUS
IPO DateDec 6, 2019
Shares Outstanding83.82M
Float82.50M
Company Overview

Beacon Financial Corp. provides a comprehensive array of financial services, encompassing strategic wealth planning, expert advisory support, and traditional banking operations.

Leadership

Carl M. Carlson

Chief Financial & Strategy Officer

Eric S. Rosengren

Director; Chief Executive Officer; Chair

Jacqueline Courtwright

Chief Human Resources Officer

Karyn Polito

Director

Employees

951

Country

US

Sector

Financial Services

Website

beaconfinancialcorporation.com

Analyst Coverage
Analyst Coverage
ConsensusHold
Price Target (median, last 90d)
$36.00+19.7%
Low $36High $36
Ratings Distribution
BUY
6
HOLD
7
SELL
0
TOTAL13
Insider Trading
InsiderTypeShares
Eagan John Buckley profile photoEagan John BuckleyAutomatic Sell267
McCurdy Michael W. profile photoMcCurdy Michael W.Automatic Sell1.3K
Carlson Carl M profile photoCarlson Carl MAutomatic Sell1.3K
PERRAULT PAUL A profile photoPERRAULT PAUL AAutomatic Sell4.3K
Meiklejohn Mark J. profile photoMeiklejohn Mark J.Automatic Sell963
Levante Gary R. profile photoLevante Gary R.Automatic Sell101
Shareholders
92.0%
Institutional
(298)
1.4%
Insiderⓘ
(30)
0.0%
5%+ Owners
(0)
6.6%
Unattributed (incl. retail)ⓘ
Institutional92.0%
Insider1.4%
Unattributed (incl. retail)6.6%
Top Shareholders
NameShares%
BlackRock, Inc. logo
BlackRock, Inc.
12.4M14.8%
BlackRock, Inc. logo
BlackRock, Inc.
· also on 13F· may incl. warrants· filed Apr 2025
6.8M8.1%
VANGUARD PORTFOLIO MANAGEMENT LLC logo
VANGUARD PORTFOLIO MANAGEMENT LLC
5.2M6.2%
MILLENNIUM MANAGEMENT LLC logo
MILLENNIUM MANAGEMENT LLC
5.2M6.2%
STATE STREET CORP logo
STATE STREET CORP
5.1M6.1%
DIMENSIONAL FUND ADVISORS LP logo
DIMENSIONAL FUND ADVISORS LP
5.0M5.9%
FULLER & THALER ASSET MANAGEMENT, INC. logo
FULLER & THALER ASSET MANAGEMENT, INC.
3.9M4.7%
VANGUARD CAPITAL MANAGEMENT LLC logo
VANGUARD CAPITAL MANAGEMENT LLC
3.8M4.5%
Millennium Group Management LLC logo
Millennium Group Management LLC
· also on 13F· joint filing· may incl. warrants· filed Oct 2026
3.5M4.2%
Verition Fund Management LLC logo
Verition Fund Management LLC
2.4M2.9%
Sources: 13F, Form 4, 13D/13GO/S: 83.8M · as of 31 Jul 2026 · SEC cover page
Insiders & Institutional Holders
52-Week Range
$22.81$32.83
$30.07(72nd percentile)
Volume
Average Daily Volume1.08M
1.11M today vs 1.08M avg(+3%)

30d Avg

1.08M

60d Avg

1.06M

90d Avg

972.04K

Earnings
Dividend History
TTM Yield
4.29%
Paid quarterly
Annual (LTM)
$1.29
Latest
$0.3225
Nov 6, 26
5Y Growth
+21.89%
per year
Compliance Status
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