Stocks/CZWI

CZWI

Citizens Community Bancorp, Inc.
Financial Services·Banks - Regional
$20.40
$197M market cap
Revenue
$40.2M
Free Cash Flow
$7.2M
Rev Growth
+0.0%
FCF Margin
17.8%
P/FCF
27.5x
EV/FCF
14.0x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Citizens Community Bancorp, Inc. operates as a bank holding company for Citizens Community Federal N.A. that provides various traditional community banking services to businesses, agricultural operators, and consumers. The company accepts various deposit products, including demand deposits, savings and money market accounts, and certificates of deposit. It also offers various loan products comprising commercial real estate, commercial and industrial, agricultural real estate, agricultural operat

2-Year Price History

$20.41+81.3%
$12$14$16$18$20volMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q124.54.64.63.84.03.4-0.6149.252.69.613.0%0.5x--
Act2025-Q415.8-6.1-6.24.33.93.8-0.1187.651.89.7-22.1%-0.5x--

Valuation & Metrics

Market Stats

Price$20.40
Market Cap$197M
Enterprise Value$100M
P/S Ratio4.9x
P/FCF27.5x
EV/FCF14.0x
FCF Margin (TTM)17.8%
FCF Yield3.6%
Dividend Yield (TTM)1.0%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$40.2M
Net Income$8.0M
Free Cash Flow$7.2M

Revenue Growth (YoY)+0.0%
EBITDA Margin-3.7%
Net Margin20.0%
FCF Margin17.8%
CapEx % of Revenue1.7%
SBC % of Revenue0.0%
ROIC-4.6%
WC Change % Rev0.7%
Interest Coverage-0.1x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.1M
Days to Cover5.5
Change (vs Prior)-12.0%
Need at least 2 settlement dates for chart

Employees

Headcount207
Revenue / Employee$194,271
Gross Profit / Employee$94,821

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
40.0%(+8.8% YoY)
74 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
18.5%(+10.6% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.0%(-1.1% YoY)
1 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$11.8M$17.04−$1.9M+$9.5M-0.3%$533.98B
BlackRock, Inc.Passive$10.1M$14.63+$771K+$8.0M-0.2%$5.69T
MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.6M$12.72−$124K−$462K-0.2%$113.45B
VANGUARD CAPITAL MANAGEMENT LLCPassive$9.1M$19.71+$9.1M+$9.1M$4.04T
DIMENSIONAL FUND ADVISORS LPPassive$6.9M$14.13+$207K+$824K-0.4%$480.92B
ACADIAN ASSET MANAGEMENT LLC$5.0M$17.10+$2.0M+$3.1M-0.5%$70.48B
GENDELL JEFFREY L$4.9M$10.99+$0−$52K+8.4%$7.34B
Boston Partners$4.6M$19.71+$4.6M+$4.6M+0.5%$95.40B
BANC FUNDS CO LLC$4.1M$9.99−$793K−$5.2M-1.3%$537M
GEODE CAPITAL MANAGEMENT, LLCPassive$4.0M$12.90−$157K+$2.1M+2.3%$1.61T
Rhino Investment Partners, Inc$3.2M$19.71+$3.2M+$3.2M-0.4%$359M
BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.2M$12.77+$79K−$334K-2.3%$4.93B
Daytona Street Capital LLC$3.0M$17.63−$8K+$3.0M-1.8%$124M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.9M$15.21+$526K+$946K+0.1%$184.72B
UBS Group AG$2.6M$16.66−$712K+$2.6M-0.3%$562.11B
ALLIANCEBERNSTEIN L.P.$2.6M$9.93−$7.8M−$14.8M-0.3%$307.70B
STATE STREET CORPPassive$2.5M$15.04+$441K+$1.8M-0.2%$2.89T
RFG - Bristol Wealth Advisors, LLC$2.1M$16.21+$212K+$261K+0.7%$363M
Pinnacle Holdings, LLC$1.8M$9.99+$0+$0-0.2%$288M
NORTHERN TRUST CORPPassive$1.7M$13.80+$101K+$922K-0.2%$755.34B
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
+0.23%
avg per quarter
Holders (ex-self)
+0.21%
excl. this stock
Buyers (this Q)
-0.07%
45 buyers · $0.03B in
Sellers (this Q)
-0.28%
24 sellers · $0.01B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.0%
how holders react when this stock falls
On quiet Qs
-1.5%
−10% to +10% baseline
On rallies (+10%+)
-5.3%
how they react when this stock rises
Holders' portfolio flow this Q
+3.7%
inflows — adds are organic
Sellers' portfolio flow this Q
+4.0%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-4.1%
Holder mid (any stock)
-3.6%
Holder rally (any stock)
-4.3%

Top Holders Over Time

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

01.0M2.1M3.1M4.2M$8.33$11$14$17$202021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
ALLIANCEBERNSTEIN L.P.148KFJ Capital Management LLCBANC FUNDS CO LLC206KWELLINGTON MANAGEMENT GROUP LLP594KMANUFACTURERS LIFE INSURANCE COMPANY, THE484KFourthstone LLCPetiole USA ltdACADIAN ASSET MANAGEMENT LLC255KGENDELL JEFFREY L248KBoston Partners235K

Analyst Coverage

Analyst Coverage
Analyst Ratings
2
Buy: 2Consensus: Buy

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)
$196K
9 txns · 4 insiders · 11,421 sh
Sells ($, 12mo)
$104K
2 txns · 1 insider · 5,000 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-05-18BUYFELBER FRANCIS Edirector500$20.60$10K$442K
2026-05-18SELLMOLL JAMES Ddirector2,000$20.58$41K$689K
2026-05-14SELLMOLL JAMES Ddirector3,000$21.00$63K$745K
2026-05-08BUYSKARVAN KATHLEENdirector750$21.16$16K$43K
2026-05-05BUYOlson Timothy Ldirector1,000$20.95$21K$559K
2026-05-04BUYFELBER FRANCIS Edirector1,000$20.60$21K$432K
2026-04-30BUYConner Michael Rdirector1,100$20.95$23K$335K
2025-08-06BUYConner Michael Rdirector1,600$15.03$24K$224K
2025-08-04BUYOlson Timothy Ldirector1,471$14.99$22K$385K
2025-07-31BUYFELBER FRANCIS Edirector3,000$14.80$44K$295K
2025-07-31BUYSKARVAN KATHLEENdirector1,000$14.74$15K$19K

Order Flow (FINRA, ~3w lag)

10.6%retail+2.2pp
19.1%dark+6.1pp
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.

Filing Risk Analysis

Filing Risk Scores

CITIZENS COMMUNITY BANCORP, INC.: Administrative Placeholder Analysis

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