Carter Bankshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CARE?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,769	0.0207%
Individual Insiders	913,055	3.96%
Institutions	10,637,129	46.1%
General Public	11,517,061	49.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 41.17% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.36%	BlackRock, Inc.	1,698,624	US$30.0m	1.24%	no data
5.66%	The Vanguard Group, Inc.	1,305,138	US$23.1m	2.67%	no data
4.18%	Dimensional Fund Advisors LP	964,001	US$17.0m	8.02%	no data
3.9%	AllianceBernstein L.P.	899,909	US$15.9m	-24%	no data
2.27%	Geode Capital Management, LLC	523,591	US$9.3m	3.58%	no data
2.15%	State Street Global Advisors, Inc.	496,603	US$8.8m	4.14%	no data
1.72%	Petiole USA Limited	396,873	US$7.0m	0%	4.26%
1.66%	George Lester	383,771	US$6.8m	0%	no data
1.47%	American Century Investment Management Inc	338,955	US$6.0m	0.36%	no data
1.19%	Fourthstone LLC	274,481	US$4.9m	205%	0.68%
1.1%	Kennedy Capital Management LLC	253,733	US$4.5m	719%	0.1%
0.96%	Bridgeway Capital Management, LLC	221,435	US$3.9m	-7.19%	0.06%
0.89%	Huber Capital Management LLC	204,467	US$3.6m	-3.77%	0.72%
0.83%	Northern Trust Global Investments	192,183	US$3.4m	-5.03%	no data
0.82%	Goldman Sachs Group, Investment Banking and Securities Investments	189,735	US$3.4m	104%	no data
0.78%	EJF Capital LLC	179,924	US$3.2m	-15.7%	1.97%
0.69%	Hotchkis and Wiley Capital Management, LLC	159,040	US$2.8m	0%	0.01%
0.53%	Citadel Advisors LLC	123,204	US$2.2m	22.8%	no data
0.53%	Russell Investment Management, LLC	123,013	US$2.2m	1.12%	no data
0.46%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	107,135	US$1.9m	63.2%	no data
0.46%	D. E. Shaw & Co., L.P.	105,811	US$1.9m	26.7%	no data
0.43%	Arrowstreet Capital, Limited Partnership	99,253	US$1.8m	1.18%	no data
0.4%	Renaissance Technologies LLC	91,400	US$1.6m	9.99%	no data
0.39%	Eaton Vance Management	90,775	US$1.6m	30.6%	no data
0.33%	Morgan Stanley, Investment Banking and Brokerage Investments	76,581	US$1.4m	194%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 19:11
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Carter Bankshares, Inc. is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Marinac	FIG Partners
Feddie Strickland	Hovde Group, LLC
Christopher Marinac	Janney Montgomery Scott LLC