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FINW · Finwise Bancorp

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$13.33 -0.12 (-0.89%) At close · Sep 11
Market Cap
$185.06M
Shares
13.88M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.33 Open$13.57 Day$13.31–13.82 52W close$12.98–22.49 Avg vol 30d26K Short int145K · 1.0% float · 7.2d Short vol30% Last earningsJul 29, 2026 DataNov 2021–Sep 2026 Filing10-Q · Aug 12

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 7 wks
filed Aug 12, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$180.57M
Trailing 12 months
Net income (TTM)
$13.67M
Trailing 12 months
Revenue growth YoY
+116.8%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
13.9
Trailing earnings · reciprocal yield 7.2%
FCF yield
3.0%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
$93.64M
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
+1.5%
Year over year · more shares
Price change (1Y)
-32.1%
Trailing year
Short interest
1.0%
Latest settlement · 7.2 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 29, 2026
Q2 FY26

TL;DR. FinWise reported Q2 EPS of $0.15, below expectations, driven by a $22.7M provision for credit losses; originations of $1.6B beat $1.4B guidance, NIM expanded to 13.69%, NPLs declined to $37.7M, the company signed a new prepaid card strategic partnership (expected Q4 launch), and acquired the Tallied credit card tech platform.

Bullish
  • + Loan originations of $1.6B exceeded guidance of $1.4B and were up ~8% year-over-year
  • + Net interest margin expanded to 13.69% from 12.90% sequentially
  • + Nonperforming loan balances declined to $37.7M from $49.8M sequentially
  • + Tangible book value per share grew to $14.55 from $14.34 sequentially
Bearish
  • Q2 EPS of $0.15 missed expectations due to elevated credit provisions
  • Total provision for credit losses increased to $22.7M from $10.6M sequentially
  • Core portfolio net charge-offs of $5.2M came in above the guided $4-5M range
  • Prior credit-enhanced balance guidance of ~$217M by year-end 2026 withdrawn
  • SBA charge-offs expected to remain elevated over the next few quarters from legacy credits

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Fair Quant / Vol High
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −15%
below
Price vs 50-day avg −4%
below
RSI (14) 36
neutral
MACD trend Negative
52-week position 4%
near low
Momentum
relative strength
Very Weak
1-month return −4%
trailing
6-month return −13%
trailing
YTD return −26%
this year
Relative strength −31%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $14 › 200d $16 — 200d above 50d
Institutional flow Accumulating
+21% holders QoQ · +14 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.04% of float · ▲ +2.1% MoM · 7.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
69 holders — near 3-yr high, broad support
Squeeze score 55
elevated · 0–100
Fundamentals
Fair
EPS growth +22%
Y/Y
Free cash flow $-28.6M
Valuation P/E 13.9
in line
Quant / Vol
risk profile
High
Volatility 34%
annualized · 1-yr
Max drawdown −42%
past year
ATR 3.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2026
Q3-2026
Migration to non-performing loans Initiated $7M
remainder of the year
Tax rate 27%
for modeling purposes
Tax rate 27%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
3 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
−4% Neutral
RSI (14)
36 Neutral
MACD trend
Negative Bearish
52-week position
4% Bearish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $14 › 200d $16 — 200d above 50d
Institutional flow Accumulating
+21% holders QoQ · +14 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.04% of float · ▲ +2.1% MoM · 7.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
69 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $13 Now $13 · 4% Range high $22
vs 200-day avg -15% vs 50-day avg -4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FINW
Finwise Bancorp
this stock
$185.06M -25.7% 13.9 1.0%
MFG
Mizuho Financial Group Inc
$138.58B +56.4% 0.1%
HDB
Hdfc Bank Ltd
$119.92B -36.1% -3.2% 0.7%
CIXPF
CaixaBank/ADR
$107.26B +26.7% 0.1%
IBN
Icici Bank Ltd
$105.48B -1.4% 0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
69
% held
29.3%
Net QoQ
+217.9K sh
Top holder
ALLIANCEBERNSTEIN L.P.
Held Float
View
Held by Funds
Fund positions
103
View
Short & Settlement
Short Interest Rising
Shares short
144.8K
Days to cover
7.2d
Change
+3.0K sh
View
Short Volume
Short vol %
30%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
23
Value
$319
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
29.0%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Net income (FY)
$16.1M
EPS diluted
$1.13
View
Buybacks
Authorized
shares 685.0K
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 12, 2026
This year
13
View
Exempt Offerings
Offering
$5.0M
Filed
Feb 8, 2024
View
Earnings & Events
Earnings Calls
Last call
Jul 29, 2026
View

Performance

5D 20D 120D MTD YTD
FINW -4.8% -4.0% -12.8% -4.1% -25.7%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -3.6% -2.2% -30.7% -3.8% -37.8%

Capital returns

Buyback program · as of May 19, 2026
Authorized
shares 685,000
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1856365 CUSIP 31813A109 13F (30d) 17 filings 17 filers Visit website Investor relations