Stellar Bancorp, Inc.

Informe acción NYSE:STEL

Capitalización de mercado: US$1.9b

Stellar Bancorp Dirección

Dirección controles de criterios 4/4

El CEO de Stellar Bancorp es Bob Franklin , nombrado en Oct 2022, tiene una permanencia de 3.67 años. compensación anual total es $2.93M, compuesta por 28.1% salario y 71.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.68% de las acciones de la empresa, por valor de $13.09M. La antigüedad media del equipo directivo y de la junta directiva es de 5 años y 3.7 años, respectivamente.

Información clave

Bob Franklin

Chief Executive Officer (CEO)

US$2.9m

Compensación total

Porcentaje del salario del CEO28.14%
Permanencia del CEO3.7yrs
Participación del CEO0.7%
Permanencia media de la dirección5yrs
Promedio de permanencia en la Junta Directiva3.7yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 01

STEL: Fair Outlook Will Balance Merger Vote And P E Assumptions

Analysts have adjusted their price target on Stellar Bancorp to $38.00, reflecting updated assumptions around the discount rate and future P/E, while maintaining their prior fair value estimate. What's in the News Stellar Bancorp has scheduled a Special and Extraordinary Shareholders Meeting for May 27, 2026, at 10:00 a.m. Central Standard Time in the Galveston conference room, 9 Greenway Plaza, eighth floor, Houston, Texas.
Actualización de narrativa May 02

STEL: Fair Outlook Will Balance P E Assumptions And Meeting Risks

Analysts have adjusted their $38.00 price target on Stellar Bancorp, citing slightly revised assumptions for revenue growth, profit margins, and future P/E as the basis for the update. Analyst Commentary Recent Street research on regional banks, including the upgraded view on Stellar Bancorp, gives you a sense of how professionals are thinking about valuation, earnings power, and execution risk around the updated US$38.00 target.
Actualización de narrativa Apr 18

STEL: Fair Outlook Will Balance Merger Terms And Conflicting Rating Signals

Analysts have kept their $38.00 price target intact for Stellar Bancorp, citing only marginal tweaks to long term growth, profit margin and future P/E assumptions after weighing mixed recent research that includes both an upgrade and a downgrade. Analyst Commentary Bullish Takeaways Bullish analysts view the current $38.00 target as reasonable based on their updated long term growth and profit margin assumptions, even after incorporating the latest research.
Actualización de narrativa Apr 02

STEL: Fair Outlook Will Balance Merger Terms And Conflicting Rating Signals

Analysts have adjusted their price target on Stellar Bancorp to $38.00. They describe this level as aligned with updated views on fair value, discount rate, revenue growth, profit margin and future P/E after considering mixed recent research that includes both an upgrade and a downgrade from different firms.
Actualización de narrativa Mar 18

STEL: Fair Outlook Will Balance Merger Terms With Conflicting Rating Signals

Analysts maintained their fair value estimate for Stellar Bancorp at $38.00, citing offsetting views from a recent upgrade at Keefe Bruyette and a downgrade at Raymond James, which leave key assumptions such as discount rate, revenue growth, profit margin, and future P/E essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the current fair value estimate of $38.00 as supported by the existing assumptions on discount rate, revenue growth, profit margin, and future P/E, seeing enough earnings power to justify maintaining those inputs.
Actualización de narrativa Mar 04

STEL: Fair Outlook Will Balance Merger Terms With Mixed Rating Signals

Narrative Update on Stellar Bancorp The analyst price target for Stellar Bancorp has been adjusted to $38.00, with analysts indicating that updated assumptions around the stock's forward P/E and recent mixed ratings activity are key factors behind the change. Analyst Commentary Recent research shows a mix of optimism and caution around Stellar Bancorp, which helps explain the recalibrated $38.00 price target and the focus on forward P/E assumptions.
Nueva narrativa Feb 18

Relationship Banking And Low Cost Deposits Will Drive A Stronger Long Term Franchise

Catalysts About Stellar Bancorp Stellar Bancorp operates Stellar Bank, a Texas based community bank focused on relationship driven commercial and retail banking. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 18

STEL: Fair Outlook Will Balance Merger Terms With Mixed Rating Signals

Narrative Update on Stellar Bancorp Analysts have adjusted their price target on Stellar Bancorp to $38.00, reflecting updated views on the bank's earnings power and a higher assumed future P/E multiple, while applying a slightly different discount rate to their cash flow outlook. Analyst Commentary Recent research on Stellar Bancorp reflects a split view, with one upgrade and one downgrade landing within a short window.
Actualización de narrativa Feb 04

STEL: Fair Outlook Balances Merger Terms With Higher Earnings Assumptions

Analysts have lifted their price target for Stellar Bancorp from US$31.60 to US$38.00, citing updated assumptions for revenue growth, profit margins, and a lower forward P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts interpret the higher price target as support for the view that Stellar Bancorp can execute on its updated revenue and margin assumptions, even with a lower forward P/E multiple applied.
Nueva narrativa Feb 04

Competitive Loan Growth And Funding Pressures Will Constrain Long Term Performance

Catalysts About Stellar Bancorp Stellar Bancorp operates a regional banking platform focused on relationship banking, with an emphasis on loans and deposits across its Texas markets. What are the underlying business or industry changes driving this perspective?
Artículo de análisis Nov 25

Stellar Bancorp (NYSE:STEL) Is Increasing Its Dividend To $0.15

Stellar Bancorp, Inc. ( NYSE:STEL ) has announced that it will be increasing its periodic dividend on the 31st of...
Artículo de análisis Nov 27

Stellar Bancorp (NYSE:STEL) Is Increasing Its Dividend To $0.14

Stellar Bancorp, Inc. ( NYSE:STEL ) has announced that it will be increasing its periodic dividend on the 31st of...
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Nueva narrativa Sep 24

Critical Shifts And High Costs Spell Trouble For Bank's Future Earnings

Strategic emphasis on maintaining strong capital and adjusting loan portfolios may suppress future earnings growth and impact return on equity.
Artículo de análisis Aug 27

Stellar Bancorp (NYSE:STEL) Has Announced A Dividend Of $0.13

Stellar Bancorp, Inc.'s ( NYSE:STEL ) investors are due to receive a payment of $0.13 per share on 30th of September...
Artículo de análisis May 27

Stellar Bancorp (NYSE:STEL) Is Paying Out A Dividend Of $0.13

Stellar Bancorp, Inc.'s ( NYSE:STEL ) investors are due to receive a payment of $0.13 per share on 28th of June. The...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Bob Franklin en comparación con los beneficios de Stellar Bancorp?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$105m

Dec 31 2025US$3mUS$824k

US$103m

Sep 30 2025n/an/a

US$102m

Jun 30 2025n/an/a

US$110m

Mar 31 2025n/an/a

US$114m

Dec 31 2024US$3mUS$785k

US$115m

Sep 30 2024n/an/a

US$117m

Jun 30 2024n/an/a

US$114m

Mar 31 2024n/an/a

US$119m

Dec 31 2023US$2mUS$745k

US$130m

Sep 30 2023n/an/a

US$105m

Jun 30 2023n/an/a

US$89m

Mar 31 2023n/an/a

US$70m

Dec 31 2022US$3mUS$574k

US$51m

Sep 30 2022n/an/a

US$71m

Jun 30 2022n/an/a

US$76m

Mar 31 2022n/an/a

US$82m

Dec 31 2021US$2mUS$550k

US$82m

Compensación vs. Mercado: La compensación total de Bob($USD2.93M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD5.30M).

Compensación vs. Ingresos: La compensación de Bob ha sido consistente con los resultados de la empresa en el último año.


CEO

Bob Franklin (71 yo)

3.7yrs
Permanencia
US$2,928,686
Compensación

Mr. Robert R. Franklin, Jr. also known as Bob, is Director of Junior Achievement Of Southeast Texas, Incorporated. Mr. Franklin also known as Bob, serves as Chief Executive Officer and Director of Stellar...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Steven Retzloff
Executive Chairman18.4yrsUS$1.56m0.97%
$ 18.5m
Robert Franklin
CEO & Director3.7yrsUS$2.93m0.68%
$ 13.1m
Ramon Vitulli
President6.4yrsUS$1.54m0.18%
$ 3.5m
Paul Egge
Senior EVP & CFO9.5yrsUS$1.28m0.096%
$ 1.8m
Justin Long
Senior EVP3.7yrsUS$1.00m0.075%
$ 1.4m
Courtney Theriot
Executive VP & Chief Accounting Officerno datasin datossin datos
Okan Akin
Senior Executive VP & Chief Risk Officer7.4yrsUS$760.85k0.17%
$ 3.2m
Joe West
Senior EVP & Chief Credit Officerno datasin datos0.19%
$ 3.7m
Jason Sirkel
Chief Banking Officerno datasin datos0.070%
$ 1.3m
5.0yrs
Permanencia media
56.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de STEL es experimentado (5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Steven Retzloff
Executive Chairman18.4yrsUS$1.56m0.97%
$ 18.5m
Robert Franklin
CEO & Director3.7yrsUS$2.93m0.68%
$ 13.1m
Joe Penland
Independent Director3.4yrsUS$106.69k2.57%
$ 49.2m
Frances Jeter
Independent Director3.7yrsUS$118.94k0.059%
$ 1.1m
Jon-Al Duplantier
Independent Director3.7yrsUS$129.94k0.021%
$ 395.1k
John Williams
Independent Director19.4yrsUS$126.69k2.53%
$ 48.3m
Tymothi Tombar
Independent Director2yrsUS$161.94k0.0096%
$ 183.8k
Joseph Swinbank
Independent Director13.4yrsUS$147.74k0.65%
$ 12.5m
John Beckworth
Lead Independent Director3.7yrsUS$129.69k0.39%
$ 7.5m
Fred Robertson
Independent Director3.7yrsUS$144.19k0.20%
$ 3.8m
Cynthia Dopjera
Independent Director2.9yrsUS$144.19k0.022%
$ 429.7k
Reagan Reaud
Independent Director6.4yrsUS$125.94k0.026%
$ 498.6k
3.7yrs
Permanencia media
69.5yo
Promedio de edad

Junta con experiencia: La junta directiva de STEL se considera experimentada (3.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/08 08:19
Precio de las acciones al final del día2026/06/05 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Stellar Bancorp, Inc. está cubierta por 9 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Bryce RoweBaird
John RodisBrean Capital Historical (Janney Montgomery)
Catherine Summerson MealorKeefe, Bruyette, & Woods