Financials · Short-Term Business Credit Institutions · Nasdaq · CIK 1168455 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $61.50 · Day −0.21% · Mkt cap $428M · P/E (FY) 13.5× · 1Y +52.8% · Off 52W high −3.9% · Vol (1Y) 23.8% Price2023-08-21 → 2026-08-21 PLBC close: $35.0 on 2023-08-21 to $61.5 on 2026-08-21. Split-adj closes · 240 of 5,310 · price returnⓘ At a glance | Short interest3.9% of sh out | | Days to cover4.1d | | 13F net flow (QoQ)−0.01% | | Top-10 13F concentration70.8% | | Next report (est.)2026-10-14 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)13.5× | | Sales (TTM)$104.9M | | Earnings (TTM)$31.2M | | ROE13.5% | | Net margin30.1% | | EPS growth 3Y0.5% | | Sales growth 3Y12.2% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+40.1% | | 1Y+52.8% | | 3Y+90.5% | | 5Y+115.1% | | 10Y+664.0% | | Since incept. (ann.)+7.4% |
Total return · from 2005-07-11ⓘ Risk | Ann. volatility (1Y)23.8% | | Ann. volatility (3Y)30.4% | | Sharpe (1Y)1.91 | | Sharpe (3Y)0.86 | | Max drawdown (1Y)−11.3% | | Max drawdown (3Y)−26.7% | | Beta (3Y vs SPY)0.50 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| FMR LLC | 425,424 | $21M | 6.10% | −21.1% | | BlackRock, Inc. | 367,755 | $18M | 5.27% | +0.4% | | VANGUARD CAPITAL MANAGEMENT LLC | 275,762 | $13M | 3.95% | new | | Siena Capital Partners GP, LLC | 239,006 | $12M | 3.42% | +0.0% | | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 235,916 | $12M | 3.38% | +19.9% | | De Lisle Partners LLP | 213,186 | $10M | 3.05% | +0.0% | | GEODE CAPITAL MANAGEMENT, LLC | 153,724 | $8M | 2.20% | +1.4% | | Fourthstone LLC | 148,183 | $7M | 2.12% | +44.4% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-15 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-15 | $1.41 | +34.3% | $28.8M | +40.0% | | 2026-03-31 | 2026-04-15 | $1.38 | — | $28.1M | — | | 2025-09-30 | 2025-10-15 | $0.73 | −44.3% | $27.4M | +29.9% | | 2025-06-30 | 2025-07-16 | $1.05 | −7.9% | $20.5M | −0.3% |
As-reported XBRL · next 2026-10-14 est.ⓘ Segment mixFY2025 (ended Dec 2025) Service 83% · Bank Servicing 17% product & service · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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