Stocks/BNCC

BNCC

BNCCORP, Inc.
Financial Services·Banks - Regional
$33.75
$119M market cap
Revenue
$30.4M
Free Cash Flow
$6.8M
Rev Growth
+0.0%
FCF Margin
22.3%
P/FCF
17.5x
EV/FCF
-6.6x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

BNCCORP, Inc. operates as the bank holding company for BNC National Bank that provides community banking, retail and mortgage banking, and wealth management services to businesses and consumers. The company offers commercial banking services, including business financing, commercial real estate lending, small business administration loans, business checking, cash management, corporate credit cards, and merchant services to small to middle-market businesses. It also provides retail and mortgage b

2-Year Price History

$33.95+67.0%
$22$24$26$28$30$32$34$36volMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q115.32.82.82.22.52.5-0.0179.716.13.516.6%0.6x--
Act2025-Q415.11.82.82.24.44.3-0.1211.516.03.517.3%0.4x--

Valuation & Metrics

Market Stats

Price$33.75
Market Cap$119M
Enterprise Value$-45M
P/S Ratio3.9x
P/FCF17.5x
EV/FCF-6.6x
FCF Margin (TTM)22.3%
FCF Yield5.7%
Dividend Yield (TTM)18.5%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$30.4M
Net Income$4.3M
Free Cash Flow$6.8M

Revenue Growth (YoY)+0.0%
EBITDA Margin15.0%
Net Margin14.3%
FCF Margin22.3%
CapEx % of Revenue0.4%
SBC % of Revenue0.0%
ROIC16.9%
WC Change % Rev1.1%
Interest Coverage0.5x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover1.0
Change (vs Prior)+75.0%
Need at least 2 settlement dates for chart

Employees

Headcount138
Revenue / Employee$220,181
Gross Profit / Employee$142,159

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
9.9%(+9.9% YoY)
1 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
0 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2015-122016-092017-062020-122021-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
PL Capital Advisors, LLC$11.9M$35.48+$11.9M+$11.9M$332M
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-1.27%
avg per quarter
Holders (ex-self)
excl. this stock
Buyers (this Q)
-1.27%
1 buyers · $0.01B in
Sellers (this Q)
+0.00%
0 sellers · $0.00B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-1.8%
how holders react when this stock falls
On quiet Qs
-0.0%
−10% to +10% baseline
On rallies (+10%+)
-6.9%
how they react when this stock rises
Holders' portfolio flow this Q
+5.0%
inflows — adds are organic
Sellers' portfolio flow this Q
+0.0%
Sellers' overall flow ~ flat.

New buyers this quarter

Top-5 holders · 100.0%

PL Capital Advisors, LLC--

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

084K167K251K335K$35$36$36$36$362021-092021-122026-03
hover the chart for per-quarter detailprice (right axis)
PL Capital Advisors, LLC335KVESTOR CAPITAL, LLC

Corporate

Order Flow (FINRA, ~3w lag)

28.4%retail-21.8pp
0.0%dark-9.0pp
week of 2026-04-13
0%20%40%60%80%100%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.