Stocks/BRBS

BRBS

Blue Ridge Bankshares, Inc.
Financial Services·Banks - Regional
$3.30
$297M market cap
Revenue
$65.9M
Free Cash Flow
$13.9M
Rev Growth
+0.0%
FCF Margin
21.1%
P/FCF
21.4x
EV/FCF
23.2x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Blue Ridge Bankshares, Inc. operates as a bank holding company for the Blue Ridge Bank, National Association that provides commercial and consumer banking, and financial services. It operates through: Commercial Banking and Mortgage Banking segments. The company accepts checking, savings, money market, cash management, and individual retirement accounts, as well as certificates of deposit. It also offers commercial and industrial, residential mortgages, commercial mortgages, home equity, consume

2-Year Price History

$3.28+38.4%
$2.5$3.0$3.5volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q131.71.11.10.815.014.6-0.5146.6171.699.81.5%0.1x--
Act2025-Q434.25.65.44.20.1-0.7-0.8448.9179.2106.16.0%0.4x--

Valuation & Metrics

Market Stats

Price$3.30
Market Cap$297M
Enterprise Value$322M
P/S Ratio4.5x
P/FCF21.4x
EV/FCF23.2x
FCF Margin (TTM)21.1%
FCF Yield4.7%
Dividend Yield (TTM)25.8%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$65.9M
Net Income$5.1M
Free Cash Flow$13.9M

Revenue Growth (YoY)+0.0%
EBITDA Margin10.2%
Net Margin7.7%
FCF Margin21.1%
CapEx % of Revenue1.9%
SBC % of Revenue0.0%
ROIC3.7%
WC Change % Rev-0.5%
Interest Coverage0.3x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares1.3M
Days to Cover5.0
Change (vs Prior)+0.3%
Need at least 2 settlement dates for chart

Employees

Headcount416
Revenue / Employee$158,409
Gross Profit / Employee$101,346

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
31.9%(+6.9% YoY)
93 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
15.5%(+11.0% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-1.4% YoY)
4 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
WELLINGTON MANAGEMENT GROUP LLP$27.0M$3.34−$791K+$27.0M-0.3%$533.98B
BlackRock, Inc.Passive$15.9M$2.88−$219K+$13.1M-0.2%$5.69T
Azora Capital LP$11.4M$2.56−$8.0M−$1.0M+0.9%$1.52B
VANGUARD CAPITAL MANAGEMENT LLCPassive$11.0M$3.60+$9.5M+$11.0M$4.04T
Algebris (UK) Ltd$10.6M$3.63+$4.7M+$10.6M+0.8%$1.34B
BANC FUNDS CO LLC$7.9M$2.42−$504K−$2.6M-1.2%$537M
GEODE CAPITAL MANAGEMENT, LLCPassive$5.3M$2.91−$52K+$3.4M+2.3%$1.61T
STATE STREET CORPPassive$4.6M$3.18+$107K+$3.8M-0.2%$2.89T
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$4.3M$2.78+$65K+$1.1M-0.6%$113M
DIMENSIONAL FUND ADVISORS LPPassive$3.9M$3.82+$530K+$2.5M-0.4%$480.92B
ALLIANCEBERNSTEIN L.P.$3.8M$2.72+$153K−$15.1M-0.3%$307.70B
Elizabeth Park Capital Advisors, Ltd.$3.4M$2.29+$0−$1.7M-1.1%$130M
TWO SIGMA INVESTMENTS, LP$2.9M$3.28+$224K+$2.1M-0.9%$117.03B
RENAISSANCE TECHNOLOGIES LLC$2.3M$2.74+$213K+$431K+1.2%$63.91B
NORTHERN TRUST CORPPassive$2.3M$2.91+$74K+$1.4M-0.2%$755.34B
EJF Capital LLC$2.2M$2.55+$261K+$241K-5.6%$142M
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$1.6M$3.60+$1.4M+$1.6M$1.91T
VANGUARD FIDUCIARY TRUST COPassive$1.3M$3.60+$1.1M+$1.3M$395.83B
VICTORY CAPITAL MANAGEMENT INC$1.1M$3.45+$123K+$1.1M-0.2%$156.12B
MORGAN STANLEY$1.1M$3.09−$13K+$769K-0.3%$1.65T
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)NEUTRAL
Holders
-0.13%
avg per quarter
Holders (ex-self)
-0.13%
excl. this stock
Buyers (this Q)
+0.22%
38 buyers · $0.02B in
Sellers (this Q)
+0.32%
42 sellers · $0.02B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+9.4%
how holders react when this stock falls
On quiet Qs
+18.3%
−10% to +10% baseline
On rallies (+10%+)
-43.1%
how they react when this stock rises
Holders' portfolio flow this Q
+2.3%
inflows — adds are organic
Sellers' portfolio flow this Q
-5.3%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-1.9%
Holder mid (any stock)
-5.2%
Holder rally (any stock)
-7.0%

Top Holders Over Time

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

04.1M8.2M12.3M16.5M$2.12$4.58$7.03$9.48$122021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
WELLINGTON MANAGEMENT GROUP LLP6.4MAzora Capital LP2.7MBANC FUNDS CO LLC1.9MALLIANCEBERNSTEIN L.P.881KFourthstone LLCBlackBarn Capital Partners LPAlgebris (UK) Ltd2.5MMORGAN STANLEY256KGENDELL JEFFREY L215KSiena Capital Partners GP, LLC

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$7K
1 txn · 1 insider · 2,000 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-06-10SELLRaynor Brettofficer: Chief Accounting Officer2,000$3.34$7K$26K

Order Flow (FINRA, ~3w lag)

27.9%retail+8.0pp
15.1%dark-4.8pp
week of 2026-04-13
0%10%20%30%40%50%60%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.

Filing Risk Analysis

Filing Risk Scores

Blue Ridge Bankshares: Procedural Metadata Analysis Lacking Substantive Financial Disclosure

Overall Risk
5/10
Fraud
1/10
Dilution
5/10
Insolvency
5/10
Earnings Overstated
5/10
Hidden Liabilities
5/10
Legal
5/10
Audit Warnings
1/10
Hidden Upside
1/10
Contextually Acceptable
10/10