Stocks/FDSB

FDSB

Fifth District Savings Bank
Financial Services·Banks - Regional
$15.11
$80M market cap
Revenue
$7.1M
Free Cash Flow
$0.7M
Rev Growth
+0.0%
FCF Margin
9.4%
P/FCF
118.4x
EV/FCF
-38.1x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Fifth District Bancorp, Inc. operates as the bank holding company for Fifth District Savings Bank that provides various banking products and services primarily in New Orleans-Metairie Metropolitan Statistical Area. The company offers a range of deposit accounts, including checking accounts, money market accounts, and certificates of deposit. It also provides fixed-rate one- to four-family residential mortgage loans, as well as originates construction loans, home equity loans, home equity lines o

2-Year Price History

$15.13+49.1%
$11$12$13$14$15volAug 24Nov 24Feb 25Jun 25Sep 25Jan 26Apr 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q15.70.50.50.41.01.0-0.0105.10.05.13.8%0.2x--
Act2025-Q41.58.79.20.5-0.0-0.4-0.35.00.05.186.3%3.8x--

Valuation & Metrics

Market Stats

Price$15.11
Market Cap$80M
Enterprise Value$-26M
P/S Ratio11.2x
P/FCF118.4x
EV/FCF-38.1x
FCF Margin (TTM)9.4%
FCF Yield0.8%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$7.1M
Net Income$0.9M
Free Cash Flow$0.7M

Revenue Growth (YoY)+0.0%
EBITDA Margin128.7%
Net Margin13.0%
FCF Margin9.4%
CapEx % of Revenue4.5%
SBC % of Revenue3.2%
ROIC45.0%
WC Change % Rev-5483.7%
Interest Coverage2.1x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover1.2
Change (vs Prior)-4.4%
Need at least 2 settlement dates for chart

Employees

Headcount67
Revenue / Employee$106,254
Gross Profit / Employee$-11,806

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
17.6%(+5.6% YoY)
16 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
6.6%(+1.8% YoY)
6 filers
Vanguard, iShares, SPDR
Market makers
0.3%(+0.3% YoY)
1 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2024-092025-032025-092026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
ALLIANCEBERNSTEIN L.P.$4.7M$13.92+$525K+$3.7M-0.3%$307.70B
VANGUARD CAPITAL MANAGEMENT LLCPassive$3.5M$14.82+$3.5M+$3.5M$4.04T
MANGROVE PARTNERS$2.1M$10.44+$0+$35K+1.6%$1.23B
RAYMOND JAMES FINANCIAL INC$2.0M$14.88+$1.3M+$2.0M-0.0%$322.69B
Stilwell Value LLC$1.2M$11.42+$0+$0-0.3%$96.1M
RENAISSANCE TECHNOLOGIES LLC$948K$14.78+$9K+$948K+1.2%$63.91B
GEODE CAPITAL MANAGEMENT, LLCPassive$744K$10.63+$33K+$19K+2.3%$1.61T
MORGAN STANLEY$741K$12.35+$0+$739K-0.3%$1.65T
TruWealth Advisors, LLC$559K$13.90+$41K+$559K+0.5%$2.08B
Arcus Capital Partners, LLC$541K$13.80+$1K+$361K+0.3%$278M
Creative Planning$445K$10.37−$148K−$445K-0.7%$144.46B
BlackRock, Inc.Passive$414K$13.66+$17K+$409K-0.2%$5.69T
VANGUARD FIDUCIARY TRUST COPassive$411K$14.82+$411K+$411K$395.83B
ACADIAN ASSET MANAGEMENT LLC$321K$14.94+$106K+$321K-0.5%$70.48B
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$258K$14.00−$194K+$258K-0.6%$77.14B
NORTHERN TRUST CORPPassive$163K$14.82+$163K+$163K-0.2%$755.34B
KESTRA PRIVATE WEALTH SERVICES, LLC$152K$12.62+$0−$73K-0.5%$8.06B
ORLEANS CAPITAL MANAGEMENT CORP/LA$148K$12.62+$0+$0-0.5%$148M
Beacon Pointe Advisors, LLC$148K$12.62+$0−$15K-0.2%$18.74B
Vanguard Global Advisers, LLCPassive$45K$14.82+$45K+$45K$186.48B
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)BULLISH
Holders
+0.18%
avg per quarter
Holders (ex-self)
+0.17%
excl. this stock
Buyers (this Q)
-0.11%
11 buyers · $0.01B in
Sellers (this Q)
-0.73%
2 sellers · $0.00B out
alpha coverage: 80% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-4.2%
how holders react when this stock falls
On quiet Qs
+0.9%
−10% to +10% baseline
On rallies (+10%+)
+18.0%
how they react when this stock rises
Holders' portfolio flow this Q
+1.6%
inflows — adds are organic
Sellers' portfolio flow this Q
+9.1%
Sellers grew AUM elsewhere — opinionated cut of this stock.

Top Holders Over Time

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

0246K492K738K984K$10$12$13$14$152024-092025-032025-092026-03
hover the chart for per-quarter detailprice (right axis)
FJ Capital Management LLCALLIANCEBERNSTEIN L.P.312KFourthstone LLCMANGROVE PARTNERS142KRAYMOND JAMES FINANCIAL INC132KStilwell Value LLC80KRENAISSANCE TECHNOLOGIES LLC64KCreative Planning30KMORGAN STANLEY50KCITADEL ADVISORS 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)
$36K
1 txn · 1 insider · 2,701 sh
Sells ($, 12mo)
$43K
2 txns · 1 insider · 2,842 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-05-20SELLSins Linda A.director2,692$15.02$40K$71K
2025-09-18SELLSins Linda A.director150$13.95$2K$0
2025-08-22BUYSmith Shane Michaelofficer: Chief Credit Officer2,701$13.45$36K$99K

Order Flow (FINRA, ~3w lag)

41.0%retail-0.1pp
8.8%dark+0.3pp
week of 2026-04-13
0%20%40%60%80%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

Fifth District Bancorp: Insurance Windfall Masking Operational Stagnation

Overall Risk
4/10
Fraud
3/10
Dilution
2/10
Insolvency
1/10
Earnings Overstated
7/10
Hidden Liabilities
2/10
Legal
2/10
Audit Warnings
5/10
Hidden Upside
6/10
Contextually Acceptable
7/10