Coastal Financial
About: Coastal Financial Corp is a bank holding company. Through its subsidiaries, the company conducts its business in three reportable segments which include, Community Bank, CCBX, and Treasury and Administration. The Community Bank segment includes all community banking activities, with a primary focus on providing various banking products and services to consumers and small to medium-sized businesses. The CCBX segment provides Banking as a Service (BaaS) that allows its broker dealers and digital financial service partners to offer their customers banking services, and the Treasury and administration segment includes treasury management, overall administration, and all other aspects of the company. The maximum revenue of the company is generated from the CCBX segment.
Employees: 488
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
203% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $620K
10% more capital invested
Capital invested by funds: $987M [Q1] → $1.08B (+$97.4M) [Q2]
1.85% more ownership
Funds ownership: 72.63% [Q1] → 74.47% (+1.85%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 8 (+0) [Q2]
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
9% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 67
1% less funds holding
Funds holding: 177 [Q1] → 175 (-2) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
Keefe, Bruyette & Woods
Timothy Switzer
|
$115
|
Outperform
Maintained
|
11 Jul 2025 |
Financial journalist opinion
