Stocks/CARE

CARE

Carter Bankshares, Inc.
Financial Services·Banks - Regional
$27.30
$607M market cap
Revenue
$194.7M
Free Cash Flow
$309.5M
Rev Growth
+0.0%
FCF Margin
159.0%
P/FCF
2.0x
EV/FCF
1.8x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Carter Bankshares, Inc. operates as the bank holding company for Carter Bank & Trust that provides various banking products and services. It accepts various deposit products, including checking, savings, retirement, and money market accounts, as well as longer-term certificates of deposits. The company also offers commercial loans comprising secured and unsecured loans; consumer loans, such as secured and unsecured loans for financing automobiles, home improvements, education, overdraft protecti

2-Year Price History

$27.44+117.6%
$14$16$18$20$22$24$26volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q1130.2110.0110.085.8303.9302.4-1.537.00.021.9156.3%4.7x--
Act2025-Q464.511.111.18.512.17.1-5.0488.7178.521.910.8%0.5x--

Valuation & Metrics

Market Stats

Price$27.30
Market Cap$607M
Enterprise Value$570M
P/S Ratio3.1x
P/FCF2.0x
EV/FCF1.8x
FCF Margin (TTM)159.0%
FCF Yield51.0%
Dividend Yield (TTM)0.4%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$194.7M
Net Income$94.2M
Free Cash Flow$309.5M

Revenue Growth (YoY)+0.0%
EBITDA Margin62.2%
Net Margin48.4%
FCF Margin159.0%
CapEx % of Revenue3.3%
SBC % of Revenue0.3%
ROIC83.5%
WC Change % Rev-9.3%
Interest Coverage2.5x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares1.0M
Days to Cover2.4
Change (vs Prior)+6.9%
Need at least 2 settlement dates for chart

Employees

Headcount680
Revenue / Employee$286,297
Gross Profit / Employee$269,309

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
28.3%(+13.2% YoY)
113 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
20.8%(+6.4% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.3%(-0.0% YoY)
3 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
BlackRock, Inc.Passive$38.9M$17.31−$235K−$2.2M-0.2%$5.69T
Fourthstone LLC$35.0M$17.28+$6.2M+$24.7M-1.8%$590M
DIMENSIONAL FUND ADVISORS LPPassive$27.4M$15.29+$1.2M+$2.8M-0.4%$480.92B
VANGUARD CAPITAL MANAGEMENT LLCPassive$23.0M$23.23+$22.9M+$23.0M$4.04T
AMERICAN CENTURY COMPANIES INC$12.6M$16.79+$1.6M+$4.8M+0.7%$193.48B
GEODE CAPITAL MANAGEMENT, LLCPassive$12.0M$15.93+$178K−$377K+2.3%$1.61T
STATE STREET CORPPassive$11.6M$16.31−$428K−$240K-0.2%$2.89T
KENNEDY CAPITAL MANAGEMENT LLC$10.5M$17.18+$194K+$1.9M-1.5%$4.72B
Petiole USA ltd$8.9M$16.25−$128K−$128K-1.7%$143M
GOLDMAN SACHS GROUP INC$8.3M$17.58+$1.3M+$3.4M-0.2%$760.93B
MALTESE CAPITAL MANAGEMENT LLC$7.7M$17.31−$1.6M+$943K-0.7%$508M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$5.3M$23.23+$4.3M+$5.3M-0.2%$1.96B
Huber Capital Management LLC$4.4M$14.20−$12K−$278K-0.3%$647M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.4M$16.97−$42K+$182K-0.1%$31.89B
NORTHERN TRUST CORPPassive$4.1M$16.37+$97K−$316K-0.2%$755.34B
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$3.8M$23.23+$3.8M+$3.8M$1.91T
ALGERT GLOBAL LLC$3.7M$23.23+$3.4M+$3.7M$6.63B
VANGUARD FIDUCIARY TRUST COPassive$3.4M$23.23+$3.4M+$3.4M$395.83B
Squarepoint Ops LLC$3.2M$20.07+$1.1M+$3.2M+0.4%$46.27B
CITADEL ADVISORS LLC$3.2M$17.90+$2.1M−$149K-0.4%$138.22B
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
-0.74%
avg per quarter
Holders (ex-self)
-0.78%
excl. this stock
Buyers (this Q)
-0.63%
61 buyers · $0.08B in
Sellers (this Q)
+2.12%
43 sellers · $-0.01B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-3.6%
how holders react when this stock falls
On quiet Qs
-10.0%
−10% to +10% baseline
On rallies (+10%+)
+10.3%
how they react when this stock rises
Holders' portfolio flow this Q
+1.1%
inflows — adds are organic
Sellers' portfolio flow this Q
-2.1%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-6.4%
Holder mid (any stock)
-4.2%
Holder rally (any stock)
-5.2%

Top Holders Over Time

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

01.0M2.0M3.0M4.1M$12$15$18$21$232021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Fourthstone LLC1.5MALLIANCEBERNSTEIN L.P.26KBASSWOOD CAPITAL MANAGEMENT, L.L.C.228KAMERICAN CENTURY COMPANIES INC541KKENNEDY CAPITAL MANAGEMENT LLC450KPetiole USA ltd381KGOLDMAN SACHS GROUP INC356KMALTESE CAPITAL MANAGEMENT LLC329KHuber Capital Management LLC191KNuveen, LLC47K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (1 analysts)$27.00-110.0%
Last Year (2 analysts)$24.50-1030.0%
Current Price$27.30
Analyst Ratings
1
3
Buy: 1Hold: 3Consensus: Hold

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)
$123K
2 txns · 2 insiders · 4,775 sh
Sells ($, 12mo)
$829K
13 txns · 8 insiders · 42,977 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-05-12SELLLangs Bradford N.officer: PRESIDENT, CHIEF STRATEGY OFCR5,500$26.47$146K$717K
2026-05-06BUYWalsh Elizabeth L.director4,575$26.20$120K$1.54M
2026-05-05SELLHaskins James W.director1,000$26.04$26K$1.63M
2025-10-30SELLBolton Robert M.director1,901$17.23$33K$187K
2025-09-10SELLSpeare Matthew M.officer: SEVP, CHIEF OPERATING OFFICER13,550$19.83$269K$435K
2025-08-26SELLBell Wendy S.officer: SENIOR EXECUTIVE VP, CFO250$19.54$5K$0
2025-07-30SELLMidkiff Catharine L.director2,000$17.76$36K$285K
2025-07-28SELLHaskins James W.director2,000$17.84$36K$1.10M
2025-06-12SELLBloomfield Kevin S.director1,629$16.81$27K$276K
2025-06-11SELLBloomfield Kevin S.director6,138$16.74$103K$275K
2025-06-10SELLBloomfield Kevin S.director4,509$16.71$75K$302K
2025-06-09SELLBloomfield Kevin S.director1,000$16.52$17K$373K
2025-06-06SELLBloomfield Kevin S.director1,000$16.52$17K$373K
2025-06-05SELLDavis Jane Annofficer: EVP, CHIEF ADMIN. OFFICER2,500$16.39$41K$193K
2025-06-02BUYMidkiff Catharine L.director200$16.47$3K$20K

Order Flow (FINRA, ~3w lag)

5.8%retail-2.4pp
27.7%dark+10.8pp
week of 2026-04-13
10%20%30%40%50%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

Carter Bankshares, Inc.: Routine Regulatory Header Analysis

Overall Risk
2/10
Fraud
1/10
Dilution
1/10
Insolvency
2/10
Earnings Overstated
2/10
Hidden Liabilities
2/10
Legal
1/10
Audit Warnings
1/10
Hidden Upside
1/10
Contextually Acceptable
10/10