Skip to main content
BBTBeacon Financial CorporationSell6.0·$30.40+1.00%
Open full analysis

Beacon Financial Corporation (BBT) Stock Analysis

Breakout setup

SellModerate Confidence

Financial Services · Banks - Regional

Sell if holding. At $30.40, A.R:R is negative (-0.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Loan Portfolio: commercial real estate and commercial loans (77.4%); Concentration risk — Geographic: New England and New York.

Beacon Financial Corporation holds Beacon Bank & Trust, formed via the September 2025 merger of Berkshire Hills Bancorp and Brookline Bancorp, with 147 banking offices across New England and New York. The combined bank held $18.0 billion in loans and $19.5 billion in deposits at... Read more

$30.40-1.3% A.UpsideScore 6.0/10#46 of 142 Banks - Regional
QualityF-score8 / 9FCF yield
IncomeYield4.28%(5y avg 4.60%)Payout119.25%at-risk
Stop $29.13Target $29.99(resistance)A.R:R -0.7:1
Analyst target$32.67+7.5%6 analysts
$29.99our TP
$30.40price
$32.67mean
$38

Sell if holding. At $30.40, A.R:R is negative (-0.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Loan Portfolio: commercial real estate and commercial loans (77.4%); Concentration risk — Geographic: New England and New York. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Score 6.0/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 41d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Beacon Financial Corporation

About Beacon Financial Corporation

Beacon Financial Corporation's loan and lease portfolio reached $18.0 billion at December 31, 2025—an 84.4% increase over the prior year—following the September 1, 2025 merger with Brookline Bancorp, with Legacy Brookline treated as the accounting acquirer. Total deposits stood at $19.5 billion, with core deposits comprising 67.0% of that base. Net interest income for 2025 was $503.1 million, up 52.6% from $329.6 million in 2024, with a net interest margin of 3.56%. The combined institution operates 147 banking offices throughout New England and New York and is subject to regulation, supervision, and examination by the Federal Reserve Board as primary federal regulator.

Beacon Financial earns revenue primarily through the spread between interest on $18.0 billion in loans and interest paid on deposits, supplemented by fee income from Clarendon Private (a registered investment advisor) and the Trust and Investments Division. The loan book is heavily weighted toward commercial risk: commercial real estate and commercial loan and lease portfolios represent 77.4% of total loans—a mix the 10-K acknowledges carries larger balances and involves a higher risk of nonpayment or late payment than residential mortgage loans. The bank also operates a commercial payment processing unit serving payroll service bureau customers, with payroll deposits of $1.9 billion at year-end 2025. Loan participation interests totaled $855.6 million as of December 31, 2025; these carry elevated risk because the bank relies on the lead lender for credit monitoring. Net income in 2025 was $90.3 million ($1.03 diluted EPS), up from $68.7 million ($0.77 EPS) in 2024.

Show full overview

The commercial loan concentration exposes Beacon Financial to cyclical real estate and business-cash-flow risk: the 10-K notes payments on commercial real estate loans are often dependent on income produced by underlying properties, and that commercial loan defaults could necessitate further increases to allowances for loan losses. Nonperforming assets rose to $116.7 million (0.50% of total assets) at December 31, 2025 from $70.5 million a year earlier, and the allowance for loan and lease losses grew to $252.8 million (1.40% of total loans) from 1.28%. FHLB advance access is a significant liquidity backstop; deterioration in FHLB financial condition could restrict funding availability.

See also: Financial Services · Banks - Regional

From Beacon Financial Corporation's most recent 10-K filing, extracted June 9, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-12
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 23, 202641d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Strong growth profile
Risks
Concentration risk — Loan Portfolio: commercial real estate and commercial loans (77.4%)
Concentration risk — Geographic: New England and New York
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)27.9
P/E (Fwd)8.8
Mkt Cap$2.5B
EV/EBITDA
Profit Mgn18.5%
ROE6.3%
Rev Growth141.8%
Beta
Dividend4.28%
Rating analysts11

Quality Signals

Piotroski F8/9

Options Flow

Max Pain$15-50.7% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHloan_portfoliocommercial real estate and commercial loans77%
    10-K Item 1A: 'Our commercial real estate and commercial loan and lease portfolios, including equipment leases, currently comprise 77.4% of total loans and leases'
  • HIGHGeographicNew England and New York
    10-K Item 1: 'As a full-service financial institution with 147 banking offices throughout New England and New York'
  • HIGHregulatoryFRB
    10-K Item 1: 'The FRB is also the primary federal regulator of the Bank'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Surprise Avg
0.0
Earnings History
1.1
Erm
1.5
Dividend Safety
3.5
Earnings Timing
5.0
Estimates down -7.0% (30d)Earnings concerns: 1B/2MYield trap warning: high yield but unsafe

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.6
Gap
5.0
52w Position
8.7
GatesA.R:R -0.7=NEGATIVEMomentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 41d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
67 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $27.44Resistance $30.60

Price Targets

$29
$30
A.Upside-1.3%
A.R:R-0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-6.5% upside)
! NEWS_MOD=-2: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Negative risk/reward — downside exceeds upside

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-07-23 (41d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BBT stock a buy right now?

Sell if holding. At $30.40, A.R:R is negative (-0.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Loan Portfolio: commercial real estate and commercial loans (77.4%); Concentration risk — Geographic: New England and New York. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Prior stop was $29.13. Score 6.0/10, moderate confidence.

What is the BBT stock price target?

Take-profit target: $29.99 (-1.3% upside). Prior stop was $29.13. Stop-loss: $29.13.

What are the risks of investing in BBT?

Concentration risk — Loan Portfolio: commercial real estate and commercial loans (77.4%); Concentration risk — Geographic: New England and New York; Analyst target reached - limited upside remaining.

Is BBT overvalued or undervalued?

Beacon Financial Corporation trades at a P/E of 27.9 (forward 8.8). TrendMatrix value score: 7.1/10. Verdict: Sell.

What do analysts say about BBT?

11 analysts cover BBT with a consensus score of 3.6/5. Average price target: $33.

What does Beacon Financial Corporation do?Beacon Financial Corporation holds Beacon Bank & Trust, formed via the September 2025 merger of Berkshire Hills Bancorp...

Beacon Financial Corporation holds Beacon Bank & Trust, formed via the September 2025 merger of Berkshire Hills Bancorp and Brookline Bancorp, with 147 banking offices across New England and New York. The combined bank held $18.0 billion in loans and $19.5 billion in deposits at year-end 2025, generating $503.1 million in net interest income. Commercial real estate and commercial loans represent 77.4% of the loan portfolio.

Related stocks: CUBI (Customers Bancorp, Inc) · INTR (Inter & Co. Inc.) · IFS (Intercorp Financial Services In) · SSB (SouthState Bank Corporation) · GABC (German American Bancorp, Inc.)
Home Stocks BBT

Latest news

Latest News

Yahoo Finance47d agoEarnings
TipRanks47d agoEarnings
Marketscreener.com47d agoEarnings
Marketscreener.com47d agoEarnings
Stock Titan47d ago
Yahoo Finance54d agoEarnings
MarketBeat54d ago
MarketBeat55d ago
The Globe and Mail55d agoEarnings
MarketBeat56d ago
MarketBeat47d ago
Investing.com53d ago
Yahoo Finance53d agoLeadership Change
MarketBeat57d ago
Cổng thông tin điện tử tỉnh Lào Cai56d ago
Benzinga42d agoAnalyst
Benzinga45d agoAnalyst
Benzinga46d agoEarnings
Benzinga47d ago
Benzinga47d ago
Loading more...