Stellar Bancorp, Inc.

NYSE:STEL Rapport sur les actions

Capitalisation boursière : US$2.0b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Stellar Bancorp Gestion

Gestion contrôle des critères 4/4

Le PDG Stellar Bancorp est Bob Franklin, nommé en Oct2022, a un mandat de 3.67 ans. La rémunération annuelle totale est $ 2.93M, composée du salaire de 28.1% et des bonus 71.9%, y compris les actions et options de la société. détient directement 0.68% des actions de la société, d'une valeur de $ 13.68M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5 ans et 3.7 ans.

Informations clés

Bob Franklin

Directeur général

US$2.9m

Rémunération totale

Pourcentage du salaire du PDG28.14%
Durée du mandat du directeur général3.7yrs
Propriété du PDG0.7%
Durée moyenne d'occupation des postes de direction5yrs
Durée moyenne du mandat des membres du conseil d'administration3.7yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse Jun 21

Stellar Bancorp (STEL) Stock Looks Fully Priced After Profit Growth And Buy Signals

Stellar Bancorp (STEL) is back on traders’ screens after recent data highlighted year-over-year gains in revenue and net profit, a solid financial health score, and technical signals pointing to ongoing positive price momentum. See our latest analysis for Stellar Bancorp. At a share price of $38.43, Stellar Bancorp has recorded a 24.93% year to date share price return. The 1 year total shareholder return of 45.45% and 3 year total shareholder return of 79.73% point to momentum that has been...
Mise à jour du récit Jun 16

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

Narrative Update Overview Analysts now hold Stellar Bancorp's fair value estimate steady at $38.00, citing updated views on discount rate, revenue growth, profit margin, and future P/E that collectively support this unchanged price target. What's in the News Stellar Bancorp has scheduled a special and extraordinary shareholders meeting for May 27, 2026, at 10:00 Central Standard Time, at 9 Greenway Plaza, eighth floor, Galveston Conference Room, Houston, Texas 77046, United States.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Nouveau récit 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?
Mise à jour du récit 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.
Mise à jour du récit 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.
Nouveau récit 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?
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...

Analyse de la rémunération des PDG

Comment la rémunération de Bob Franklin a-t-elle évolué par rapport aux bénéfices de Stellar Bancorp?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Bob ($USD 2.93M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.13M ).

Rémunération et revenus: La rémunération de Bob a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Bob Franklin (71 yo)

3.7yrs
Titularisation
US$2,928,686
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Steven Retzloff
Executive Chairman18.4yrsUS$1.56m0.97%
$ 19.4m
Robert Franklin
CEO & Director3.7yrsUS$2.93m0.68%
$ 13.7m
Ramon Vitulli
President6.4yrsUS$1.54m0.18%
$ 3.7m
Paul Egge
Senior EVP & CFO9.5yrsUS$1.28m0.096%
$ 1.9m
Justin Long
Senior EVP3.7yrsUS$1.00m0.075%
$ 1.5m
Courtney Theriot
Executive VP & Chief Accounting Officerno datapas de donnéespas de données
Okan Akin
Senior Executive VP & Chief Risk Officer7.4yrsUS$760.85k0.17%
$ 3.4m
Joe West
Senior EVP & Chief Credit Officerno datapas de données0.19%
$ 3.9m
Jason Sirkel
Chief Banking Officerno datapas de données0.13%
$ 2.6m
5.0yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de STEL est chevronnée et expérimentée (5 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Steven Retzloff
Executive Chairman18.4yrsUS$1.56m0.97%
$ 19.4m
Robert Franklin
CEO & Director3.7yrsUS$2.93m0.68%
$ 13.7m
Joe Penland
Independent Director3.4yrsUS$106.69k2.57%
$ 51.5m
Frances Jeter
Independent Director3.7yrsUS$118.94k0.059%
$ 1.2m
Jon-Al Duplantier
Independent Director3.7yrsUS$129.94k0.021%
$ 413.1k
John Williams
Independent Director19.4yrsUS$126.69k2.53%
$ 50.5m
Tymothi Tombar
Independent Director2yrsUS$161.94k0.0096%
$ 192.2k
Joseph Swinbank
Independent Director13.4yrsUS$147.74k0.65%
$ 13.1m
John Beckworth
Lead Independent Director3.7yrsUS$129.69k0.39%
$ 7.9m
Fred Robertson
Independent Director3.7yrsUS$144.19k0.20%
$ 3.9m
Cynthia Dopjera
Independent Director2.9yrsUS$144.19k0.022%
$ 449.4k
Reagan Reaud
Independent Director6.4yrsUS$125.94k0.026%
$ 521.4k
3.7yrs
Durée moyenne de l'emploi
69.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de STEL sont considérés comme expérimentés (ancienneté moyenne 3.7 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/30 07:37
Cours de l'action en fin de journée2026/06/30 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Stellar Bancorp, Inc. est couverte par 9 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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