Stocks/VABK

VABK

Virginia National Bankshares Corporation
Financial Services·Banks - Regional
$43.39
$235M market cap
Revenue
$41.7M
Free Cash Flow
$13.0M
Rev Growth
+0.0%
FCF Margin
31.2%
P/FCF
18.1x
EV/FCF
18.6x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Virginia National Bankshares Corporation operates as the holding company for Virginia National Bank that provides a range of commercial banking services. The company operates through four segments: Bank, Sturman Wealth Advisors, VNB Trust and Estate Services, and Masonry Capital. It provides checking accounts, demand deposits, NOW accounts, money market deposit accounts, time deposits, certificates of deposit, individual retirement accounts, and other depository services. The company also offers

2-Year Price History

$42.66+56.6%
$28$30$32$34$36$38$40$42volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q120.46.56.55.37.27.0-0.222.629.45.423.2%1.1x--
Act2025-Q421.37.67.66.06.56.0-0.560.129.85.426.6%1.2x--

Valuation & Metrics

Market Stats

Price$43.39
Market Cap$235M
Enterprise Value$242M
P/S Ratio5.7x
P/FCF18.1x
EV/FCF18.6x
FCF Margin (TTM)31.2%
FCF Yield5.5%
Dividend Yield (TTM)4.1%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$41.7M
Net Income$11.2M
Free Cash Flow$13.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin33.9%
Net Margin26.9%
FCF Margin31.2%
CapEx % of Revenue1.8%
SBC % of Revenue0.0%
ROIC24.9%
WC Change % Rev0.8%
Interest Coverage1.1x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover3.4
Change (vs Prior)-7.1%
Need at least 2 settlement dates for chart

Employees

Headcount239
Revenue / Employee$174,351
Gross Profit / Employee$124,636

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
30.3%(+7.5% YoY)
77 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
14.0%(+0.8% 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
ENDEAVOUR CAPITAL ADVISORS INC$11.4M$32.95+$1.4M+$1.8M-1.9%$441M
BlackRock, Inc.Passive$10.9M$39.01−$111K−$624K-0.2%$5.69T
Atlantic Union Bankshares Corp$9.3M$37.21+$0+$8.7M-0.1%$5.20B
VANGUARD CAPITAL MANAGEMENT LLCPassive$8.6M$37.88+$8.5M+$8.6M$4.04T
MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.0M$29.24−$97K−$411K-0.2%$113.45B
ALLIANCEBERNSTEIN L.P.$7.7M$33.09+$464K+$1.2M-0.3%$307.70B
Meridian Financial Partners LLC$5.3M$39.15−$133K−$498K+0.1%$263M
STRATEGIC VALUE BANK PARTNERS LLC$4.9M$27.15+$0+$0-1.3%$186M
GEODE CAPITAL MANAGEMENT, LLCPassive$4.5M$29.98−$26K+$289K+2.3%$1.61T
STATE STREET CORPPassive$3.1M$30.87+$44K+$437K-0.2%$2.89T
Elizabeth Park Capital Advisors, Ltd.$2.9M$27.15+$0−$504K-1.0%$130M
DIMENSIONAL FUND ADVISORS LPPassive$2.0M$32.78+$53K+$457K-0.4%$480.92B
HPM Partners LLC$1.9M$27.42−$6K+$36K-0.1%$70.24B
Farther Finance Advisors, LLC$1.8M$39.16+$0+$1.8M-0.9%$10.58B
SALZHAUER MICHAEL$1.7M$37.88+$176K+$176K-1.1%$212M
NORTHERN TRUST CORPPassive$1.3M$29.31+$81K−$98K-0.2%$755.34B
GRACE & WHITE INC /NY$1.3M$27.15+$0+$0-1.1%$566M
De Lisle Partners LLP$1.2M$29.68+$0+$0-0.7%$836M
VANGUARD FIDUCIARY TRUST COPassive$1.1M$37.88+$1.1M+$1.1M$395.83B
BROWN ADVISORY INC$1.1M$34.50+$0+$0-0.5%$60.79B
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)BEARISH
Holders
-0.64%
avg per quarter
Holders (ex-self)
-0.64%
excl. this stock
Buyers (this Q)
-0.77%
24 buyers · $0.01B in
Sellers (this Q)
-0.01%
28 sellers · $0.00B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+43.6%
how holders react when this stock falls
On quiet Qs
-2.0%
−10% to +10% baseline
On rallies (+10%+)
-3.4%
how they react when this stock rises
Holders' portfolio flow this Q
+5.5%
inflows — adds are organic
Sellers' portfolio flow this Q
+3.3%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-0.4%
Holder mid (any stock)
-1.3%
Holder rally (any stock)
-4.3%

Top Holders Over Time

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

0330K660K990K1.3M$27$30$33$36$392021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
ENDEAVOUR CAPITAL ADVISORS INC299KAtlantic Union Bankshares Corp242KMANUFACTURERS LIFE INSURANCE COMPANY, THE209KROYCE & ASSOCIATES LP27KALLIANCEBERNSTEIN L.P.193KMeridian Financial Partners LLC138KFourthstone LLC8KSTRATEGIC VALUE BANK PARTNERS LLC129KElizabeth Park Capital Advisors, Ltd.75KBASSWOOD CAPITAL MANAGEMENT, L.L.C.

Corporate

Order Flow (FINRA, ~3w lag)

7.8%retail-30.4pp
10.1%dark+1.3pp
week of 2026-04-13
0%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

Virginia National Bankshares Corporation: Institutional Stability and Regulatory Compliance Oversight

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