Stocks/PLBC

PLBC

Plumas Bancorp
Financial Services·Banks - Regional
$52.63
$367M market cap
Revenue
$65.7M
Free Cash Flow
$15.4M
Rev Growth
+0.0%
FCF Margin
23.4%
P/FCF
23.8x
EV/FCF
-1.4x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Plumas Bancorp operates as the bank holding company for the Plumas Bank that provides various banking products and services for small and middle market businesses, and individuals in Northeastern California and Northwestern Nevada. The company accepts various deposits, such as checking, money market checking, business sweep, public funds sweep, savings, time deposit, and retirement accounts. Its loan portfolio includes term real estate, commercial, and industrial term loans; government-guarantee

2-Year Price History

$52.66+60.3%
$35$40$45$50volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q132.413.213.29.89.49.3-0.1532.6144.27.116.8%3.1x--
Act2025-Q433.314.014.011.06.46.1-0.3469.3147.97.018.9%2.9x--

Valuation & Metrics

Market Stats

Price$52.63
Market Cap$367M
Enterprise Value$-22M
P/S Ratio5.6x
P/FCF23.8x
EV/FCF-1.4x
FCF Margin (TTM)23.4%
FCF Yield4.2%
Dividend Yield (TTM)2.4%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$65.7M
Net Income$20.7M
Free Cash Flow$15.4M

Revenue Growth (YoY)+0.0%
EBITDA Margin41.3%
Net Margin31.6%
FCF Margin23.4%
CapEx % of Revenue0.7%
SBC % of Revenue0.3%
ROIC17.8%
WC Change % Rev-91.2%
Interest Coverage3.0x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.1M
Days to Cover1.6
Change (vs Prior)+5.0%
Need at least 2 settlement dates for chart

Employees

Headcount183
Revenue / Employee$358,984
Gross Profit / Employee$309,705

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
27.3%(+8.9% YoY)
82 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
15.2%(+3.6% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.1% 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
FMR LLC$20.8M$34.45−$5.5M−$5.1M-0.0%$1.89T
BlackRock, Inc.Passive$18.0M$39.33+$69K−$333K-0.2%$5.69T
VANGUARD CAPITAL MANAGEMENT LLCPassive$13.5M$48.50+$13.4M+$13.5M$4.04T
Siena Capital Partners GP, LLC$11.7M$42.28+$0+$938K-0.4%$385M
MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.5M$42.47+$1.9M+$3.0M-0.2%$113.45B
De Lisle Partners LLP$10.4M$38.32+$0+$2.4M-0.7%$836M
GEODE CAPITAL MANAGEMENT, LLCPassive$7.5M$35.45+$105K+$1.2M+2.3%$1.61T
Fourthstone LLC$7.2M$44.62+$2.2M+$7.2M-1.8%$590M
DIMENSIONAL FUND ADVISORS LPPassive$6.0M$38.32+$647K+$1.6M-0.4%$480.92B
CALDWELL SUTTER CAPITAL, INC.$5.2M$42.22+$0+$5.1M-1.5%$246M
STATE STREET CORPPassive$5.1M$37.68+$659K+$1.5M-0.2%$2.89T
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$3.4M$39.35+$0+$1.2M-0.3%$1.72B
Elizabeth Park Capital Advisors, Ltd.$2.6M$37.90+$0+$0-1.0%$130M
NORTHERN TRUST CORPPassive$2.3M$35.63+$141K+$248K-0.2%$755.34B
AMERICAN CENTURY COMPANIES INC$2.3M$48.50+$2.2M+$2.3M+0.7%$193.48B
ALBERT D MASON INC$2.2M$40.54+$5K+$528K+0.0%$154M
VANGUARD FIDUCIARY TRUST COPassive$2.0M$48.50+$2.0M+$2.0M$395.83B
MORGAN STANLEY$1.8M$41.02+$844K+$942K-0.3%$1.65T
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$1.8M$48.50+$1.8M+$1.8M$1.91T
RICE HALL JAMES & ASSOCIATES, LLC$1.8M$43.25+$0+$1.5M-1.4%$1.80B
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
-0.45%
avg per quarter
Holders (ex-self)
-0.46%
excl. this stock
Buyers (this Q)
-0.27%
44 buyers · $0.04B in
Sellers (this Q)
-0.07%
24 sellers · $0.00B out
alpha coverage: 89% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.5%
how holders react when this stock falls
On quiet Qs
-6.4%
−10% to +10% baseline
On rallies (+10%+)
+13.6%
how they react when this stock rises
Holders' portfolio flow this Q
+1.5%
inflows — adds are organic
Sellers' portfolio flow this Q
+1.5%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-4.9%
Holder mid (any stock)
-2.0%
Holder rally (any stock)
-1.5%

Top Holders Over Time

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

0367K733K1.1M1.5M$26$31$37$43$492021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
FMR LLC425KSiena Capital Partners GP, LLC239KMANUFACTURERS LIFE INSURANCE COMPANY, THE236KDe Lisle Partners LLP213KGrandeur Peak Global Advisors, LLCFourthstone LLC148KAMERIPRISE FINANCIAL INCCALDWELL SUTTER CAPITAL, INC.106KRiver Oaks Capital LLCPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.69K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (2 analysts)$61.501690.0%
Last Year (3 analysts)$61.331650.0%
Current Price$52.63
Analyst Ratings
3
Buy: 3Consensus: 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)
$136K
5 txns · 2 insiders · 3,169 sh
Sells ($, 12mo)
$129K
3 txns · 2 insiders · 2,800 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-05-11BUYFoster Michael Kevindirector470$51.25$24K$177K
2026-02-20SELLRobison Kenneth Edward IIIdirector800$52.76$42K$99K
2026-01-27SELLRobison Kenneth Edward IIIdirector500$49.34$25K$132K
2025-08-21SELLBoigon Aaron M.officer: EVP, Chief Information Officer1,500$41.09$62K$168K
2025-07-31BUYFoster Michael Kevindirector650$41.00$27K$122K
2025-07-31BUYPatel Sushil Amathalaldirector1,299$41.16$53K$152K
2025-07-30BUYPatel Sushil Amathalaldirector1$41.00$41$98K
2025-07-21BUYFoster Michael Kevindirector749$42.56$32K$99K

Order Flow (FINRA, ~3w lag)

6.0%retail-4.2pp
25.7%dark+3.5pp
week of 2026-04-13
10%20%30%40%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

Plumas Bancorp: Incomplete Data Stream Limits Forensic Scope to Baseline Regulatory Metadata

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