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Carter Bankshares, Inc.

Carter Bankshares, Inc.
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Recent & upcoming events

Aug 10
Ex-dividend Time TBD
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Nov 9
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KPI highlights

FY25
Revenue $20M YoY +4.6%
Operating income —
Net income $31M YoY +27.9%
EPS $1.38 YoY +30.2%
P/E —
ROE 7.5% Equity ratio 9% Typical equity ratios vary a lot by industry. Banks, brokerages, and other financial companies tend to run lower ratios because leverage (using other people's capital) is core to their business model — a low ratio there isn't a sign of financial weakness.

Quarterly fundamentals

Income & cash flow Unit: $1M
Quarter FY24 Q3FY25 Q1FY25 Q2FY25 Q3FY26 Q1FY26 Q2
Revenue ——————
Operating income ——————
Net income 5.638.958.515.4285.828.9
Operating CF —6.38——304—

Ownership over time

Share of total shares outstanding (disclosed major holdings + undisclosed)（2020–2026）

機関投資家 48%未開示 52%2020202120222023202420252026
機関投資家 48%未開示 52%20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q326Q1
機関投資家未開示・浮動株

「国内機関」は信託銀行の名義口座（年金・パッシブ・一部海外資本を含む）を集計し、実質保有者へは分解していません。分類は開示名称からの推定です。

Top shareholders — rank & share

BlackRock, Inc. 6.3%BlackRock, Inc.Fourthstone LLC 5.7%Fourthstone LLCDIMENSIONAL FUND A 4.4%DIMENSIONAL FUND ADVISORS LPVANGUARD CAPITAL M 3.7%VANGUARD CAPITAL MANAGEMENT LLCAMERICAN CENTURY C 2%AMERICAN CENTURY COMPANIES INCGEODE CAPITAL MANA 2%GEODE CAPITAL MANAGEMENT, LLCSTATE STREET CORP 1.9%STATE STREET CORPKENNEDY CAPITAL MA 1.7%KENNEDY CAPITAL MANAGEMENT LLCPetiole USA ltd 1.4%Petiole USA ltdGOLDMAN SACHS GROU 1.3%GOLDMAN SACHS GROUP INC2020202120222023202420252026
BlackRock, Inc. 6.3%BlackRock, Inc.Fourthstone LLC 5.7%Fourthstone LLCDIMENSIONAL FUND A 4.4%DIMENSIONAL FUND ADVISORS LPVANGUARD CAPITAL M 3.7%VANGUARD CAPITAL MANAGEMENT LLCAMERICAN CENTURY C 2%AMERICAN CENTURY COMPANIES INCGEODE CAPITAL MANA 2%GEODE CAPITAL MANAGEMENT, LLCSTATE STREET CORP 1.9%STATE STREET CORPKENNEDY CAPITAL MA 1.7%KENNEDY CAPITAL MANAGEMENT LLCPetiole USA ltd 1.4%Petiole USA ltdGOLDMAN SACHS GROU 1.3%GOLDMAN SACHS GROUP INC20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q326Q1

Top shareholders — actual figures (as of 2026)

Holder Shares held Ratio Source
その他機関投資家（13F 100社） 2,111,111 8.0% 13F
BlackRock, Inc. 1,668,818 6.3% 13F
Fourthstone LLC 1,502,119 5.7% 13F
DIMENSIONAL FUND ADVISORS LP 1,175,925 4.4% 13F
VANGUARD CAPITAL MANAGEMENT LLC 984,983 3.7% 13F
AMERICAN CENTURY COMPANIES INC 540,866 2.0% 13F
GEODE CAPITAL MANAGEMENT, LLC 515,975 2.0% 13F
STATE STREET CORP 498,902 1.9% 13F
KENNEDY CAPITAL MANAGEMENT LLC 449,617 1.7% 13F
Petiole USA ltd 381,373 1.4% 13F
GOLDMAN SACHS GROUP INC 356,388 1.3% 13F
MALTESE CAPITAL MANAGEMENT LLC 328,888 1.2% 13F
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 227,715 0.9% 13F
Huber Capital Management LLC 190,553 0.7% 13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 189,428 0.7% 13F
NORTHERN TRUST CORP 175,469 0.7% 13F
VANGUARD PORTFOLIO MANAGEMENT LLC 163,876 0.6% 13F
ALGERT GLOBAL LLC 156,780 0.6% 13F
VANGUARD FIDUCIARY TRUST CO 147,475 0.6% 13F
Squarepoint Ops LLC 135,991 0.5% 13F
CITADEL ADVISORS LLC 135,665 0.5% 13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC 134,855 0.5% 13F
Diversified Trust Co 131,488 0.5% 13F
Trexquant Investment LP 127,713 0.5% 13F
MILLENNIUM MANAGEMENT LLC 124,004 0.5% 13F
MORGAN STANLEY 119,819 0.5% 13F

Source：SEC EDGAR（DEF 14A・13D/G・13F）　Classification inferred from disclosed names

F-Score (Piotroski)

Banks, insurers, and other financial institutions are excluded from this score, as their financial structure differs fundamentally from typical operating companies.

Fact checklist

FY25
Equity ratio 8.7%
Current ratio —
Years of positive operating CF 7 of last 7 yrs
Payout ratio —
Latest fiscal year result Profit (net income $31M)

Performance history

Last 10 years
$0M$5M$10M$15M$20M FY19FY20FY21FY22FY23FY24FY25

Income & assets

Unit: $1M
Item FY19FY20FY21FY22FY23FY24FY25
Revenue 12.818.017.518.317.319.420.3
Operating income ———————
Ordinary income ———————
Net income 26.6-45.931.650.123.424.531.4
Total assets —4,1794,1344,2054,5134,6594,852
Equity 473440408329351384420

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Indicators & cash flow

Unit: $1M
Item FY19FY20FY21FY22FY23FY24FY25
EPS $1.01$-1.74$1.19$2.03$1.00$1.06$1.38
ROE 5.6%-10.4%7.8%15.3%6.7%6.4%7.5%
Operating CF 38.37.7077.570.846.736.939.9
Investing CF -129-93.3-106-382-307-68.4-156
Financing CF -76.920264.780.426810890.0
FCF ———————

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Source: SEC EDGAR (10-K, etc.) (fetched 2026-09-20) *Some metrics supplemented from additional sources

Is this information incorrect?

Data provided by Twelve Data