Carter Bankshares Inc

CARE

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26.210USD

-0.860-3.18%

Close 05/15, 16:00（ET）Quotes delayed by 15 min

Carter Bankshares Inc's Score

Industry at a Glance

Industry Ranking

79 / 394

Overall Ranking

148 / 4482

Industry

Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Negative

Carter Bankshares Inc Highlights

StrengthsRisks

Carter Bankshares, Inc. is a bank holding company. The Company is the parent company of its wholly owned subsidiary, Carter Bank & Trust (the Bank). It provides a full range of commercial banking, consumer banking, mortgage, and services. The Bank offers a full range of deposit services, including lifetime free checking, interest checking accounts, savings accounts, retirement accounts, and other deposit accounts of various types, ranging from money market accounts to longer-term CDs. These products and services are available to its personal and business customers. It also offers a full range of commercial and consumer loans. Commercial loans include both secured and unsecured loans, real estate construction and acquisition loans, and commercial and industrial loans. It also provides safe deposit boxes, direct deposit of payroll and social security checks and debit cards. Online banking products include online account opening, bill pay, e-statements (paperless electronic statements).

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 143.33M.

Overvalued

The company’s latest PB is 1.15, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 12.03M shares, decreasing 3.33% quarter-over-quarter.

Held by CI Select Canadian Equity Fund

Star Investor CI Select Canadian Equity Fund holds 52.00 shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 2.32.

Analyst Rating

Based on 4 analysts

Buy

Current Rating

26.750

Target Price

-1.18%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of Carter Bankshares Inc is 5.33, ranking 319 out of 394 in the Banking Services industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 104.05M, representing a year-over-year increase of 200.71%, while its net profit experienced a year-over-year increase of 855.85%.

Score

Industry at a Glance

Previous score

5.33

Change

0

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Financials

5.41

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

4.62

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

3.82

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

6.44

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

6.35

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Carter Bankshares Inc is 8.17, ranking 128 out of 394 in the Banking Services industry. Its current P/E ratio is 5.38, which is 513.95% below the recent high of 33.05 and 1.07% above the recent low of 5.32.

Score

Industry at a Glance

Previous score

8.17

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 79/394

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Carter Bankshares Inc is 8.00, ranking 55 out of 394 in the Banking Services industry. The average price target is 22.50, with a high of 24.00 and a low of 22.00.

Score

Industry at a Glance

Previous score

8.00

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current price momentum score of Carter Bankshares Inc is 9.24, ranking 12 out of 394 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 27.80 and the support level at 24.07, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.63

Change

-0.39

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-15

The current institutional shareholding score of Carter Bankshares Inc is 5.00, ranking 165 out of 394 in the Banking Services industry. The latest institutional shareholding proportion is 54.16%, representing a quarter-over-quarter decrease of 0.62%. The largest institutional shareholder is HOTCHKIS & WILEY, holding a total of 191.24K shares, representing 0.86% of shares outstanding, with 9.73% increase in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

1.47M

-1.09%

Fourthstone LLC

1.24M

+19.05%

Dimensional Fund Advisors, L.P.

1.12M

-0.56%

State Street Investment Management (US)

517.34K

-1.81%

Geode Capital Management, L.L.C.

508.32K

-3.99%

American Century Investment Management, Inc.

473.79K

+14.66%

Kennedy Capital Management LLC

441.28K

+0.05%

Maltese Capital Management, LLC

395.80K

+7.26%

Petiole USA Limited

386.87K

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Carter Bankshares Inc is 7.25, ranking 181 out of 394 in the Banking Services industry. The company's beta value is 0.53. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Carter Bankshares Inc’s latest ESG disclosure leads the Banking Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.

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