Stocks/SHBI

SHBI

Shore Bancshares, Inc.
Financial Services·Banks - Regional
$20.66
$691M market cap
Revenue
$174.5M
Free Cash Flow
$38.3M
Rev Growth
+0.0%
FCF Margin
21.9%
P/FCF
18.1x
EV/FCF
19.5x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Shore Bancshares, Inc. operates as a bank holding company for the Shore United Bank that provides various commercial and consumer banking products and services to individuals, businesses, and other organizations. It offers checking, savings, overnight investment sweep, and money market accounts; and regular and IRA certificates of deposit, as well as CDARS programs and cash management services. The company also provides commercial loans, such as secured and unsecured loans, working capital loans

2-Year Price History

$20.22+97.1%
$10$12$14$16$18$20volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q185.622.722.717.131.630.5-1.144.199.633.522.7%0.9x--
Act2025-Q488.89.220.815.98.57.8-0.750.2111.133.521.0%0.3x--

Valuation & Metrics

Market Stats

Price$20.66
Market Cap$691M
Enterprise Value$747M
P/S Ratio4.0x
P/FCF18.1x
EV/FCF19.5x
FCF Margin (TTM)21.9%
FCF Yield5.5%
Dividend Yield (TTM)2.4%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$174.5M
Net Income$33.0M
Free Cash Flow$38.3M

Revenue Growth (YoY)+0.0%
EBITDA Margin18.2%
Net Margin18.9%
FCF Margin21.9%
CapEx % of Revenue1.0%
SBC % of Revenue0.8%
ROIC21.8%
WC Change % Rev-1.2%
Interest Coverage0.6x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.7M
Days to Cover2.5
Change (vs Prior)+12.8%
Need at least 2 settlement dates for chart

Employees

Headcount584
Revenue / Employee$298,733
Gross Profit / Employee$198,620

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
38.1%(+14.8% YoY)
148 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
23.9%(+7.7% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.1% YoY)
4 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$56.5M$13.48+$441K−$4.5M-0.2%$5.69T
DIMENSIONAL FUND ADVISORS LPPassive$31.4M$13.17+$997K+$3.9M-0.4%$480.92B
VANGUARD CAPITAL MANAGEMENT LLCPassive$25.7M$18.68+$25.7M+$25.7M$4.04T
WELLINGTON MANAGEMENT GROUP LLP$18.9M$15.67−$2.6M+$15.6M-0.3%$533.98B
AMERICAN CENTURY COMPANIES INC$17.9M$14.89+$1.8M+$6.8M+0.7%$193.48B
STATE STREET CORPPassive$17.3M$14.66+$2.0M+$5.7M-0.2%$2.89T
MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.6M$9.98−$226K−$1.2M-0.2%$113.45B
GEODE CAPITAL MANAGEMENT, LLCPassive$14.4M$12.48+$421K+$1.0M+2.3%$1.61T
GOLDMAN SACHS GROUP INC$10.3M$15.80+$1.0M+$6.2M-0.2%$760.93B
Atlantic Union Bankshares Corp$9.1M$15.38−$753K+$9.1M-0.1%$5.20B
AMERIPRISE FINANCIAL INC$8.3M$17.23−$175K+$7.6M-0.1%$430.96B
AQR CAPITAL MANAGEMENT LLC$8.1M$15.37+$1.0M+$6.0M-0.2%$218.19B
Fourthstone LLC$7.9M$11.67−$9.3M−$5.4M-1.7%$590M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.7M$14.19−$1.5M+$1.6M+0.1%$184.72B
JANUS HENDERSON GROUP PLC$7.1M$18.52+$6.1M+$7.1M+1.2%$209.29B
RENAISSANCE TECHNOLOGIES LLC$6.5M$10.49−$639K−$904K+1.2%$63.91B
Nuveen, LLC$6.4M$14.19−$315K+$1.3M+0.0%$368.63B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$5.7M$12.24−$1.6M+$1.5M-0.1%$31.89B
NORTHERN TRUST CORPPassive$5.7M$13.59+$192K+$860K-0.2%$755.34B
MORGAN STANLEY$5.2M$13.79−$81K−$0-0.3%$1.65T
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
-0.09%
avg per quarter
Holders (ex-self)
-0.09%
excl. this stock
Buyers (this Q)
+0.14%
91 buyers · $0.08B in
Sellers (this Q)
-1.08%
39 sellers · $0.01B out
alpha coverage: 92% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-3.5%
how holders react when this stock falls
On quiet Qs
+2.5%
−10% to +10% baseline
On rallies (+10%+)
-9.5%
how they react when this stock rises
Holders' portfolio flow this Q
+2.5%
inflows — adds are organic
Sellers' portfolio flow this Q
+2.4%
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)
-2.8%
Holder rally (any stock)
-3.7%

Top Holders Over Time

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

01.5M3.1M4.6M6.1M$9.65$12$14$16$192021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Fourthstone LLC421KFJ Capital Management LLCWELLINGTON MANAGEMENT GROUP LLP1.0MAMERICAN CENTURY COMPANIES INC961KMANUFACTURERS LIFE INSURANCE COMPANY, THE890KHoldCo Asset Management, LP136KGOLDMAN SACHS GROUP INC550KAtlantic Union Bankshares Corp487KSandy Spring BankBANC FUNDS CO LLC196K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (1 analysts)$22.00650.0%
Last Year (3 analysts)$19.83-400.0%
Current Price$20.66
Analyst Ratings
4
2
Buy: 4Hold: 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)
$388K
6 txns · 6 insiders · 23,700 sh
Sells ($, 12mo)
$34K
1 txn · 1 insider · 1,802 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-03-02SELLSLATER A JOSEPH JRdirector1,802$18.78$34K$1.25M
2026-02-05BUYEsham William E. IIIdirector5,000$19.99$100K$110K
2025-11-26BUYWilley Dawn M.director1,000$17.67$18K$212K
2025-11-18BUYKaslow Aaron Michaelofficer: EVP, Chief Legal Officer6,500$15.56$101K$101K
2025-11-07BUYLAMON JOHNdirector200$15.92$3K$993K
2025-08-13BUYWAYSON KONRADdirector1,000$16.02$16K$973K
2025-08-01BUYAdams Michael Briandirector10,000$15.00$150K$674K

Order Flow (FINRA, ~3w lag)

15.0%retail+3.3pp
21.3%dark+5.4pp
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

Shore Bancshares, Inc.: Routine Metadata Masking Broader Sector Headwinds

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