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Banc Of California, Inc.. (BANC-PF) Stock Fundamental Analysis & AI Rating 2026

BANC-PF NYSE National Commercial Banks MD CIK: 0001169770
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 BANC-PF Key Takeaways

Revenue: $1.8B
Net Margin: 12.6%
Free Cash Flow: $234.8M
Current Ratio: N/A
Debt/Equity: 0.58x
EPS: $1.17
AI Rating: HOLD with 62% confidence
Banc Of California, Inc.. (BANC-PF) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.8B, net profit margin of 12.6%, and return on equity (ROE) of 6.5%, Banc Of California, Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete BANC-PF stock analysis for 2026.

Is Banc Of California, Inc.. (BANC-PF) a Good Investment?

Claude

Banc of California shows solid profitability with 12.6% net margin and 21% YoY net income growth, but the 4588% revenue surge appears anomalous and requires investigation into accounting treatments or business combinations. Weak returns on equity (6.5%) and assets (0.7%), combined with tight interest coverage (1.8x), suggest operational efficiency challenges typical of regional banks in a competitive lending environment.

ChatGPT

Banc of California shows improved earnings, positive free cash flow, and a materially larger revenue base, indicating that integration and scale benefits are starting to come through in reported results. However, the quality of that growth looks mixed because profitability remains only moderate for a bank, with ROE of 6.5%, ROA of 0.7%, and thin interest coverage of 1.8x. The fundamentals suggest a stable but not yet high-performing franchise.

Why Buy Banc Of California, Inc.. Stock? BANC-PF Key Strengths

Claude
  • + Strong net income growth of 21% YoY demonstrates improved bottom-line performance
  • + Healthy free cash flow generation of $234.8M with 12.9% FCF margin supports capital allocation
  • + Conservative leverage with 0.58x debt-to-equity ratio provides financial flexibility
  • + Substantial asset base of $34.8B indicates scale and market presence
ChatGPT
  • + Net income and diluted EPS improved sharply year over year, showing better bottom-line execution
  • + Positive operating cash flow and free cash flow support internal capital generation
  • + Balance sheet capitalization appears reasonable with $3.54B of equity and manageable reported debt/equity of 0.58x

BANC-PF Stock Risks: Banc Of California, Inc.. Investment Risks

Claude
  • ! Unexplained 4588% revenue spike suggests potential one-time gains, mergers, or accounting anomalies requiring clarification
  • ! Weak ROE of 6.5% and ROA of 0.7% indicate poor capital efficiency relative to equity and asset base
  • ! Tight interest coverage ratio of 1.8x leaves minimal buffer for earnings volatility or rate environment deterioration
  • ! High insider trading activity (18 Form 4 filings in 90 days) warrants monitoring for potential confidence issues
  • ! Net margin of 12.6% is healthy but must be validated against the unusual revenue growth pattern
ChatGPT
  • ! Revenue growth of 4588.2% is likely acquisition- or merger-driven, which reduces comparability and raises questions about underlying organic growth quality
  • ! Profitability is still modest for a commercial bank, with 6.5% ROE and 0.7% ROA
  • ! Interest coverage of 1.8x leaves limited cushion if funding costs stay elevated or credit performance weakens

Key Metrics to Watch

Claude
  • * Underlying revenue growth trends excluding one-time items to assess normalized operating performance
  • * Interest coverage ratio trend and net interest margin sustainability
  • * Return on equity trajectory as management deploys capital from strong FCF generation
  • * Asset quality metrics and loan loss provisions given regional bank exposure to economic cycles
ChatGPT
  • * ROE/ROA improvement and net margin sustainability
  • * Interest coverage and operating cash flow consistency

Banc Of California, Inc.. (BANC-PF) Financial Metrics & Key Ratios

Revenue
$1.8B
Net Income
$229.0M
EPS (Diluted)
$1.17
Free Cash Flow
$234.8M
Total Assets
$34.8B
Cash Position
$2.3B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BANC-PF Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 17.2%
Net Margin 12.6%
ROE 6.5%
ROA 0.7%
FCF Margin 12.9%

BANC-PF vs Finance Sector: How Banc Of California, Inc.. Compares

How Banc Of California, Inc.. compares to Finance sector averages

Net Margin
BANC-PF 12.6%
vs
Sector Avg 25.0%
BANC-PF Sector
ROE
BANC-PF 6.5%
vs
Sector Avg 12.0%
BANC-PF Sector
Current Ratio
BANC-PF 0.0x
vs
Sector Avg 1.2x
BANC-PF Sector
Debt/Equity
BANC-PF 0.6x
vs
Sector Avg 2.0x
BANC-PF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Banc Of California, Inc.. Stock Overvalued? BANC-PF Valuation Analysis 2026

Based on fundamental analysis, Banc Of California, Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
6.5%
Sector avg: 12%
Net Profit Margin
12.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.58x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Banc Of California, Inc.. Balance Sheet: BANC-PF Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.58x
Debt/Assets
89.8%
Interest Coverage
1.80x
Long-term Debt
$2.1B

BANC-PF Revenue & Earnings Growth: 5-Year Financial Trend

BANC-PF 5-year financial data: Year 2020: Revenue $5.6M, Net Income N/A, EPS N/A. Year 2021: Revenue $6.0M, Net Income $23.8M, EPS N/A. Year 2023: Revenue $33.8M, Net Income $607.0M, EPS $7.76. Year 2024: Revenue $37.2M, Net Income $423.6M, EPS $5.14. Year 2025: Revenue $38.8M, Net Income -$1.9B, EPS $-22.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Banc Of California, Inc..'s revenue has grown significantly by 592% over the 5-year period, indicating strong business expansion. The most recent EPS of $-22.71 indicates the company is currently unprofitable.

BANC-PF Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.9%
Free cash flow / Revenue

BANC-PF Quarterly Earnings & Performance

Quarterly financial performance data for Banc Of California, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $9.1M $8.8M $-0.01
Q2 2025 $9.1M $28.4M $0.12
Q1 2025 $9.8M $30.9M $0.12
Q3 2024 $8.1M $8.8M $-0.01
Q2 2024 $8.7M $30.3M $0.12
Q1 2024 $8.3M $30.9M $0.12

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Banc Of California, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$255.6M
Cash generated from operations
Capital Expenditures
$20.8M
Investment in assets
Dividends Paid
$49.7M
Returned to shareholders

BANC-PF SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Banc Of California, Inc.. (CIK: 0001169770)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 4 xslF345X06/primarydocument.xml View →
Mar 26, 2026 DEF 14A banc-20260326.htm View →
Mar 6, 2026 8-K ny20066096x3_8k.htm View →
Mar 3, 2026 4 xslF345X05/primarydocument.xml View →
Mar 3, 2026 4 xslF345X05/primarydocument.xml View →

Frequently Asked Questions about BANC-PF

What is the AI rating for BANC-PF?

Banc Of California, Inc.. (BANC-PF) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BANC-PF's key strengths?

Claude: Strong net income growth of 21% YoY demonstrates improved bottom-line performance. Healthy free cash flow generation of $234.8M with 12.9% FCF margin supports capital allocation. ChatGPT: Net income and diluted EPS improved sharply year over year, showing better bottom-line execution. Positive operating cash flow and free cash flow support internal capital generation.

What are the risks of investing in BANC-PF?

Claude: Unexplained 4588% revenue spike suggests potential one-time gains, mergers, or accounting anomalies requiring clarification. Weak ROE of 6.5% and ROA of 0.7% indicate poor capital efficiency relative to equity and asset base. ChatGPT: Revenue growth of 4588.2% is likely acquisition- or merger-driven, which reduces comparability and raises questions about underlying organic growth quality. Profitability is still modest for a commercial bank, with 6.5% ROE and 0.7% ROA.

What is BANC-PF's revenue and growth?

Banc Of California, Inc.. reported revenue of $1.8B.

Does BANC-PF pay dividends?

Banc Of California, Inc.. pays dividends, with $49.7M distributed to shareholders in the trailing twelve months.

Where can I find BANC-PF SEC filings?

Official SEC filings for Banc Of California, Inc.. (CIK: 0001169770) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BANC-PF's EPS?

Banc Of California, Inc.. has a diluted EPS of $1.17.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BANC-PF a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Banc Of California, Inc.. has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BANC-PF stock overvalued or undervalued?

Valuation metrics for BANC-PF: ROE of 6.5% (sector avg: 12%), net margin of 12.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy BANC-PF stock in 2026?

Our dual AI analysis gives Banc Of California, Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BANC-PF's free cash flow?

Banc Of California, Inc..'s operating cash flow is $255.6M, with capital expenditures of $20.8M. FCF margin is 12.9%.

How does BANC-PF compare to other Finance stocks?

Vs Finance sector averages: Net margin 12.6% (avg: 25%), ROE 6.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI