Stocks/MGYR

MGYR

Magyar Bancorp, Inc.
Financial Services·Banks - Regional
$17.30
$112M market cap
Revenue
$46.3M
Free Cash Flow
$9.6M
Rev Growth
+0.0%
FCF Margin
20.8%
P/FCF
11.6x
EV/FCF
15.1x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Magyar Bancorp, Inc. operates as the holding company for Magyar Bank that provides various consumer and commercial banking services to individuals, businesses, and nonprofit organizations in New Jersey, the United States. It accepts various deposit accounts, including demand, savings, NOW, money market, and retirement accounts, as well as certificates of deposit. The company also provides residential mortgage loans, multi-family and commercial real estate mortgage loans, home equity loans and li

2-Year Price History

$17.45+65.4%
$12$14$16$18volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q215.84.34.33.03.53.2-0.317.150.96.312.9%0.8x--
Act2026-Q115.44.34.33.13.73.7-0.055.849.16.213.9%0.8x--
Act2025-Q415.13.93.72.52.92.8-0.123.049.16.211.5%0.7x--

Valuation & Metrics

Market Stats

Price$17.30
Market Cap$112M
Enterprise Value$146M
P/S Ratio2.4x
P/FCF11.6x
EV/FCF15.1x
FCF Margin (TTM)20.8%
FCF Yield8.6%
Dividend Yield (TTM)2.4%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$46.3M
Net Income$8.7M
Free Cash Flow$9.6M

Revenue Growth (YoY)+0.0%
EBITDA Margin26.9%
Net Margin18.8%
FCF Margin20.8%
CapEx % of Revenue0.8%
SBC % of Revenue0.6%
ROIC12.8%
WC Change % Rev-2.3%
Interest Coverage0.7x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover3.8
Change (vs Prior)-2.0%
Need at least 2 settlement dates for chart

Employees

Headcount91
Revenue / Employee$508,857
Gross Profit / Employee$313,033

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
25.8%(+5.3% YoY)
14 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
5.0%(+0.9% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.2%(-0.1% YoY)
2 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
ALLIANCEBERNSTEIN L.P.$11.0M$10.96+$116K+$40K-0.3%$307.70B
M3F, Inc.$4.9M$10.69+$61K−$2.6M+1.5%$404M
MALTESE CAPITAL MANAGEMENT LLC$4.1M$11.33−$100K−$39K-0.7%$508M
Truffle Hound Capital, LLC$3.5M$16.70+$0+$3.5M+2.6%$163M
PL Capital Advisors, LLC$3.2M$10.95+$0−$1.2M-1.3%$332M
DIMENSIONAL FUND ADVISORS LPPassive$2.3M$11.66+$0+$28K-0.4%$480.92B
VANGUARD CAPITAL MANAGEMENT LLCPassive$1.1M$17.21+$1.1M+$1.1M$4.04T
GEODE CAPITAL MANAGEMENT, LLCPassive$934K$11.52−$133K−$78K+2.3%$1.61T
Stilwell Value LLC$692K$10.95+$0+$0-0.3%$96.1M
VANGUARD FIDUCIARY TRUST COPassive$531K$17.21+$528K+$531K$395.83B
FIRST MANHATTAN CO$485K$10.95+$0+$0-0.2%$36.06B
NORTHERN TRUST CORPPassive$455K$11.48−$2K−$4K-0.2%$755.34B
Oppenheimer & Close, LLC$417K$16.99+$0+$417K+1.1%$159M
RENAISSANCE TECHNOLOGIES LLC$394K$13.63+$3K+$107K+1.2%$63.91B
BlackRock, Inc.Passive$262K$12.19+$9K+$13K-0.2%$5.69T
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$220K$10.03−$14K−$189K-0.6%$77.14B
BRIDGEWAY CAPITAL MANAGEMENT, LLC$200K$11.88+$0+$0-2.3%$4.93B
MORGAN STANLEY$177K$12.89+$0+$116K-0.3%$1.65T
Vanguard Global Advisers, LLCPassive$47K$17.21+$47K+$47K$186.48B
ACADIAN ASSET MANAGEMENT LLC$22K$16.32+$0+$22K-0.5%$70.48B
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
+0.22%
avg per quarter
Holders (ex-self)
+0.23%
excl. this stock
Buyers (this Q)
+0.36%
9 buyers · $0.00B in
Sellers (this Q)
-0.66%
5 sellers · $0.00B out
alpha coverage: 95% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.3%
how holders react when this stock falls
On quiet Qs
+0.0%
−10% to +10% baseline
On rallies (+10%+)
-0.9%
how they react when this stock rises
Holders' portfolio flow this Q
-0.6%
outflows — trims may be forced
Sellers' portfolio flow this Q
-2.0%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-6.9%
Holder mid (any stock)
-3.4%
Holder rally (any stock)
-5.3%

Top Holders Over Time

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

0433K867K1.3M1.7M$9.65$12$13$15$172021-092022-092023-092024-092025-092026-03
hover the chart for per-quarter detailprice (right axis)
ALLIANCEBERNSTEIN L.P.638KPL Capital Advisors, LLC183KM3F, Inc.284KMALTESE CAPITAL MANAGEMENT LLC237KTruffle Hound Capital, LLC200KStilwell Value LLC40KCHARLES SCHWAB INVESTMENT MANAGEMENT INCFreestone Capital Holdings, LLCFIRST MANHATTAN CO28KOppenheimer & Close, LLC24K

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)
$9K
2 txns · 1 insider · 550 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-12-12BUYLombardi Michael Rdirector261$17.24$4K$17K
2025-12-11BUYLombardi Michael Rdirector289$17.10$5K$13K

Order Flow (FINRA, ~3w lag)

51.5%retail+6.2pp
7.8%dark+2.0pp
week of 2026-04-13
0%20%40%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

Magyar Bancorp, Inc.: Aggressive Provisioning Estimates and Brokered Deposit Reliance Masking Underlying Credit Risks

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