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GBCI

NEUTRAL
$48.72 Live
Glacier Bancorp, Inc. · NYSE
Target $56.17 (+15.3%)
$39.77 52W Range $53.99

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026
Market cap
$6.34B
P/E
24.48
ROE
7.1%
Profit margin
25.7%
Debt/Equity
N/A
Dividend yield
2.71%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
GBCI presents a stark contrast between aggressive growth and deteriorating fundamental health, highlighted by a weak Piotroski F-Score of 2/9. While the company exhibits impressive YoY revenue growth of 41.4% and earnings growth of 31.1%, the underlying financial health metrics are concerning. The stock currently trades at a premium to its Graham Number ($38.1) but below its growth-based intrinsic value ($58.7). The high dividend payout ratio of 82.91% combined with a bearish technical trend suggests limited immediate upside despite analyst 'buy' recommendations.

Key Strengths

Strong YoY Revenue Growth (41.40%)
Robust Earnings Growth (31.10% YoY, 50.50% Q/Q)
Significant Forward P/E compression (from 24.48 to 13.36)
Positive analyst sentiment with a target price of $56.17
Consistent history of earnings beats over the last 25 quarters

Key Risks

Very weak Piotroski F-Score (2/9) indicating poor financial health
Unsustainable dividend payout ratio (82.91%)
Bearish technical trend (0/100)
Price is significantly above the defensive Graham Number ($38.1)
Exposure to regional banking risks including credit loss allowances and interest rate volatility
AI Fair Value Estimate
Based on comprehensive analysis
$48.4
-0.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
54
Moderate
Value
55
Future
88
Past
65
Health
20
Dividend
40
AI Verdict
Growth-driven but fundamentally fragile
Key drivers: High revenue/earnings growth, Poor Piotroski health score, High dividend payout ratio
Confidence
80%
Value
55/100

Ref P/E, PEG, Graham Number

Positives
  • Trades below intrinsic value ($58.7)
  • Attractive forward P/E of 13.36
Watchpoints
  • Trades 27% above Graham Number ($38.1)
  • PEG ratio of 1.75 suggests slight overvaluation relative to growth
Future
88/100

Ref Growth rates

Positives
  • Exceptional YoY revenue growth (41.4%)
  • Strong Q/Q earnings acceleration (50.5%)
Watchpoints
  • Sustainability of growth in a volatile regional banking environment
Past
65/100

Ref Historical trends

Positives
  • Strong 3Y change (+64.2%)
  • Consistent earnings surprise track record
Watchpoints
  • Negative 5Y change (-7.2%)
Health
20/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Positive ROA (0.90%)
Watchpoints
  • Piotroski F-Score of 2/9 is critically weak
  • Lack of Altman Z-Score data prevents bankruptcy risk clearance
Dividend
40/100

Ref Yield, Payout

Positives
  • Consistent yield of 2.71%
Watchpoints
  • Payout ratio of 82.91% leaves little room for error or reinvestment

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$48.72
Analyst Target
$56.17
Upside/Downside
+15.3%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for GBCI and closest competitors.

Updated 2026-04-24
GBC
Glacier Bancorp, Inc.
Primary
5Y
-7.2%
3Y
+64.2%
1Y
+17.7%
6M
+12.8%
1M
+9.9%
1W
-0.5%
FNB
F.N.B. Corporation
Peer
5Y
+62.1%
3Y
+73.8%
1Y
+34.7%
6M
+14.1%
1M
+6.2%
1W
-2.3%
MKT
MarketAxess Holdings Inc.
Peer
5Y
-65.4%
3Y
-45.9%
1Y
-20.2%
6M
+1.9%
1M
-3.1%
1W
-0.3%
UBS
United Bankshares, Inc.
Peer
5Y
+36.3%
3Y
+50.8%
1Y
+31.3%
6M
+21.7%
1M
+6.5%
1W
-1.8%
ESN
Essent Group Ltd.
Peer
5Y
+33.3%
3Y
+63.0%
1Y
+14.7%
6M
+4.3%
1M
+9.8%
1W
+2.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
24.48
Forward P/E
13.36
PEG Ratio
1.75
P/B Ratio
1.5
P/S Ratio
6.1
EV/Revenue
7.09
EV/EBITDA
N/A
Market Cap
$6.34B

Profitability

Profit margins and return metrics

Profit Margin 25.67%
Operating Margin 40.99%
Gross Margin N/A
ROE 7.07%
ROA 0.9%

Growth

Revenue and earnings growth rates

Revenue Growth +41.4%
Earnings Growth +31.1%
Q/Q Revenue Growth +38.16%
Q/Q Earnings Growth +50.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$10.64

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.3B
Net Margin
21.3%
Total Assets
$32.0B
Liabilities
$27.8B
Equity
$4.2B
Debt/Equity
6.59x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
94%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-23
$N/A
2026-04-23
$0.7
+5.0% surprise
2026-01-22
$0.55
-11.4% surprise
2025-10-16
$0.62
+0.7% surprise

Financial Services Sector Comparison

Comparing GBCI against 763 companies in the Financial Services sector (133 bullish, 317 neutral, 313 bearish)
P/E Ratio
24.48
This Stock
vs
38.21
Sector Avg
-35.9% (Discount)
Return on Equity (ROE)
7.07%
This Stock
vs
-1.82%
Sector Avg
-488.6% (Below Avg)
Profit Margin
25.67%
This Stock
vs
75.74%
Sector Avg
-66.1% (Weaker)
Revenue Growth
41.4%
This Stock
vs
37.18%
Sector Avg
+11.3% (Growing)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

SCRENAR RYAN THOMAS
Officer
Buy
2026-02-23
187 shares · $8,995
CASHELL ROBERT A JR
Director
Stock Award
2026-02-13
1,463 shares
GOODWIN ANNIE M
Director
Stock Award
2026-02-13
1,463 shares
CHESLER RANDALL M.
Chief Executive Officer
Stock Award
2026-02-13
47,898 shares
HECK KRISTEN LEE
Director
Stock Award
2026-02-13
1,463 shares
HORMAECHEA MICHAEL BURKE
Director
Stock Award
2026-02-13
1,463 shares
ESPINOZA JESUS THOMAS
Director
Stock Award
2026-02-13
1,463 shares
SCRENAR RYAN THOMAS
Officer
Stock Award
2026-02-13
4,501 shares
NOYMER LEVINE BETH
Director
Stock Award
2026-02-13
1,463 shares
GROOM LEE KENNETH
Officer
Stock Award
2026-02-13
4,501 shares
COPHER RONALD J
Chief Financial Officer
Stock Award
2026-02-13
12,446 shares
BOYLES DAVID C
Director
Stock Award
2026-02-13
1,463 shares
LANGEL CRAIG A
Chairman of the Board
Stock Award
2026-02-13
1,463 shares
MCBRIDE DOUGLAS J
Director
Stock Award
2026-02-13
1,463 shares
BOYLES DAVID C
Director
Gift
2025-12-12
1,376 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-04-23

GBCI filed an 8-K on April 23, 2026, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2026-03-12

GBCI filed a Definitive Proxy Statement on March 12, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

10-K
10-K
2026-02-25

Guaranty Bancshares, Inc. (GBCI) filed its 10-K on February 25, 2026, operating as a financial institution with a focus on banking services. While specific quantitative results were not provided in the excerpts, the filing includes standard disclosures on credit loss allowances, market risk, and cybersecurity. Detailed financial highlights and specific risk factors are contained within the full report's MD&A and Risk Factors sections.

8-K
8-K
2026-02-11

GBCI filed an 8-K on February 11, 2026, likely to announce its annual financial results.

8-K
FORM 8-K
2026-02-09

GBCI filed an 8-K on February 9, 2026, likely to announce its year-end financial results.

8-K
FORM 8-K
2026-02-05

GBCI filed an 8-K on February 5, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
FORM 8-K
2026-01-22

GBCI filed an 8-K on January 22, 2026, likely to report its fourth-quarter and full-year financial results.

10-Q
FORM 10-Q
2025-10-31

GBCI's 10-Q filing dated October 31, 2025, does not provide specific financial highlights in the available excerpt. The company reports no material changes to the risk factors previously disclosed in its 2024 Annual Report and Q1 2025 report, though it cautions that unforeseen risks could still adversely impact its financial condition and liquidity.

8-K
FORM 8-K
2025-10-29

GBCI filed a Form 8-K on October 29, 2025, likely to announce its third-quarter financial results.

8-K
FORM 8-K
2025-10-16

GBCI filed a Form 8-K on October 16, 2025, likely to announce its third-quarter financial results.

8-K
FORM 8-K
2025-10-01
8-K
FORM 8-K
2025-09-08
8-K
FORM 8-K
2025-08-15
10-Q
FORM 10-Q
2025-08-01
8-K
FORM 8-K
2025-07-24
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
6 analysts
DA Davidson
2026-01-26
Maintains
Buy Buy
Piper Sandler
2025-12-18
up
Neutral Overweight
Keefe, Bruyette & Woods
2025-12-15
up
Market Perform Outperform
DA Davidson
2025-11-12
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning GBCI from our newsroom.

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