TBBKFinancial Services · Banks - RegionalThe 3 Wall Street analysts covering The Bancorp, Inc. (Delaware) hold a median 12-month price target of $75 — +60.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 24 of 100 as at 31 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores The Bancorp, Inc. (Delaware) on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (93): The business earns solid, repeatable profits on what it owns.
Volatility (1): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TBBK, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +60.6% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 17 Sept 2026 | Piper Sandler | Reiterates | Overweight | — |
| 17 Sept 2026 | Piper Sandler | Reiterates | Overweight | $86 → $75 |
| 3 Aug 2026 | Keefe, Bruyette & Woods | Reiterates | Outperform | — |
| 3 Aug 2026 | Keefe, Bruyette & Woods | Reiterates | Outperform | $77 → $79 |
| 3 Aug 2026 | Piper Sandler | Reiterates | Overweight | — |
| 3 Aug 2026 | Piper Sandler | Reiterates | Overweight | $70 → $86 |
| 9 July 2026 | Keefe, Bruyette & Woods | Upgrade | Outperform | — |
| 9 July 2026 | Keefe, Bruyette & Woods | Upgrade | Outperform | $72 → $77 |
| 12 Mar 2026 | Piper Sandler | Assumes | Overweight | $66 |
| 11 Aug 2025 | Raymond James | Upgrade | Strong Buy | — |
| 11 July 2025 | Keefe, Bruyette & Woods | Reiterates | Market Perform | — |
| 12 June 2025 | Keefe, Bruyette & Woods | Downgrade | Market Perform | — |
| 28 Apr 2025 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 3 Feb 2025 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 3 Feb 2025 | Raymond James | Reiterates | Outperform | — |
| 23 Dec 2024 | Piper Sandler | Maintains | Overweight | — |
| 29 July 2024 | Keefe, Bruyette & Woods | Reiterates | Outperform | — |
| 29 July 2024 | Piper Sandler | Maintains | Overweight | — |
| 2 July 2024 | Piper Sandler | Reiterates | Overweight | — |
| 5 Apr 2024 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TBBK appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, The Bancorp, Inc. (Delaware) returned −39.5% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 60% of US stocks
Cheaper than 33% of US stocks
Cheaper than 31% of US stocks
Higher than 28% of US stocks
Higher than 38% of US stocks
Higher than 98% of US stocks
Higher than 95% of US stocks
Higher than 87% of US stocks
Higher than 63% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Bancorp, Inc. (Delaware) has a market value of $1.9B and an enterprise value of $2.9B.
Revenue in the twelve months to 30 June 2026: $672.1M. The latest quarter grew 0.4% year on year.
Net income over the same four quarters: $231.9M, a 34.5% net margin.
Diluted earnings per share, trailing twelve months: $5.32.
Free cash flow in the twelve months to 30 June 2026: $232.4M, after $926K of capital spending.
The Bancorp, Inc. (Delaware) spent $403.6M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 8.2×; forward P/E: 6.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
The Bancorp, Inc. (Delaware) employs 733 people — $917K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Bancorp, Inc. (Delaware) — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha published a transcript of The Bancorp, Inc.’s Q3 2026 earnings call, held October 30, 2026. The excerpt identifies company executives and conference-call participants but provides no discussion of results.
Why it matters — The transcript is a source for TBBK watchers seeking management commentary, though the provided excerpt contains no substantive business updates.
The Bancorp reported third-quarter core EPS of $1.47, up 25% from a year earlier, supported by growth in fintech fees, sponsored lending and payment volumes. It maintained its 2026 core EPS outlook and introduced preliminary guidance for 2027 and 2028, incorporating expected changes in its Chime relationship, lending pipeline and interest-rate assumptions.
Why it matters — TBBK watchers may note both the earnings growth and the company’s outlook across the next several years.
Zacks Investment Research says The Bancorp’s headline figures for the quarter ended September 2026 offer a view of its performance, and frames the item as a comparison of key metrics with Wall Street estimates and year-ago actuals. The excerpt does not provide specific results or comparisons.
Why it matters — Comparing the reported metrics with estimates and year-ago actuals can help TBBK watchers assess quarterly performance, though this excerpt gives no figures.
The Bancorp reported quarterly earnings of $1.47 per share, below the Zacks Consensus Estimate of $1.48. Earnings were $1.18 per share in the year-ago quarter.
Why it matters — TBBK watchers may note the slight shortfall against consensus alongside higher per-share earnings than a year earlier.
The Bancorp reported third-quarter 2026 net income of $62.8 million and diluted EPS of $1.53, up 29.7% from the third quarter of 2025. The headline also reported ROA of 2.51% and ROE of 36.0%.
Why it matters — The results give TBBK watchers an update on quarterly earnings growth and reported returns on assets and equity.
The 3 Wall Street analysts covering The Bancorp, Inc. (Delaware) have a median 12-month price target of $75, with estimates ranging from $65 to $88. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering The Bancorp, Inc. (Delaware), 3 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The Bancorp, Inc. (Delaware) 24 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, The Bancorp, Inc. (Delaware) ranks 24 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (93 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +60.6% from the last close, and Ticker Nerd's factor model ranks The Bancorp, Inc. (Delaware) 24 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Bancorp, Inc. (Delaware) publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TBBK are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $88 over the next 12 months.
The Bancorp, Inc. (Delaware) returned -39.5% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
The Bancorp, Inc. is a financial holding company headquartered in Wilmington, Delaware, that provides specialized banking and payments solutions through The Bancorp Bank, N.A.
The most recent item we track (Seeking Alpha, 30 Oct 2026): "The Bancorp, Inc. (TBBK) Q3 2026 Earnings Call Transcript". Seeking Alpha published a transcript of The Bancorp, Inc.’s Q3 2026 earnings call, held October 30, 2026. The excerpt identifies company executives and conference-call participants but provides no discussion of results.
The Bancorp, Inc. is a financial holding company headquartered in Wilmington, Delaware, that provides specialized banking and payments solutions through The Bancorp Bank, N.A. The Bancorp focuses on private-label banking for non-bank companies, supplying the infrastructure, account services, and technology needed to support branded financial products. Its current offerings include deposit accounts, cash management tools, commercial and consumer lending, and payment processing services. The company also serves niche lending markets such as securities-backed lines of credit, advisor financing, SBA lending, lease financing, and real estate bridge lending. In addition, The Bancorp supports fintech platforms, prepaid and debit card programs, ACH processing, and other transaction services. By combining banking operations with technology-enabled services, The Bancorp plays a specialized role in the U.S. financial services market, serving businesses, financial institutions, and digital payment partners.
CEO Mr. Damian M. Kozlowski · 733 employees · United States · https://www.thebancorp.com
