Customers Bancorp (CUBI)

• Market cap: $1.53B
• 1 day: -1.32%
• 5 days: 4.14%
• 1 month: -0.40%
• 3 months: -12.76%
• 6 months: 9.51%
• Year to date: 5.40%
• 1 year: 9.48%
• 5 years: 291.85%
• 10 years: 98.33%
• Sector: Financials
• Industry: Banks - Regional

About: Customers Bancorp Inc is a bank holding company engaged in banking activities. It provides financial products and services to small and middle-market businesses, not-for-profits, and consumers. The company operates in Lending Activities, Commercial Lending, Consumer Lending, Private Banking, Deposit Products, Other Funding Sources and Financial Products and Services. The majority of revenue is derived from commercial lending.

Employees: 790

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

2% more capital invested

Capital invested by funds: $1.32B [Q3] → $1.35B (+$28.3M) [Q4]

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

7% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $5.59M

1.26% less ownership

Funds ownership: 89.57% [Q3] → 88.31% (-1.26%) [Q4]

2% less funds holding

Funds holding: 238 [Q3] → 233 (-5) [Q4]

19% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 86

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $65 30% upside
• Avg. target: $65 30% upside
• High target: $65 30% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Keefe, Bruyette & Woods Kelly Motta 50% 1-year accuracy 9 / 18 met price target

30% upside $65

Market Perform Maintained

28 Apr 2025