← Back to All US Stocks

Beacon Financial Corp (BBT) Stock Fundamental Analysis & AI Rating 2026

BBT NYSE Savings Institutions, Not Federally Chartered DE CIK: 0001108134
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 29, 2026 (in 13 days) • After-hours ET • EPS est. $0.84 (vs $0.60 prior year) • All earnings →
Combined AI Rating
SELL
76% Confidence
AGREEMENT
SELL
78% Conf
HOLD
74% Conf

📊 BBT Key Takeaways

Revenue: $29.9M
Net Margin: 301.4%
Free Cash Flow: $212.2M
Current Ratio: N/A
Debt/Equity: 0.32x
EPS: $1.03
AI Rating: SELL with 78% confidence
Beacon Financial Corp (BBT) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $29.9M, net profit margin of 301.4%, and return on equity (ROE) of 3.6%, Beacon Financial Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete BBT stock analysis for 2026.

Is Beacon Financial Corp (BBT) a Good Investment?

Claude

Beacon Financial Corp exhibits severe operational deterioration with revenue collapsing 96.4% YoY while operating margins at 406.9% indicate heavy reliance on one-time gains or non-operating items rather than sustainable business growth. The extremely low interest coverage ratio of 1.1x combined with minimal ROE of 3.6% and ROA of 0.4% reveals fundamental weakness in core banking operations and inadequate earnings quality to support the balance sheet.

ChatGPT

Beacon Financial Corp shows solid balance-sheet stability and strong cash generation relative to reported capital spending, with moderate leverage and positive net income growth. However, the latest period's earnings quality looks weak because revenue fell 96.4% year over year while operating and net margins became unusually extreme, suggesting heavy reliance on non-core or non-recurring items. Fundamentally, this looks more like a stable but lower-return institution with distorted reported profitability than a clean high-quality growth story.

Why Buy Beacon Financial Corp Stock? BBT Key Strengths

Claude
  • + Strong liquidity position with $2.0B cash and equivalents representing 8.6% of total assets
  • + Positive free cash flow generation of $212.2M demonstrates cash conversion capability despite operational challenges
  • + Conservative debt-to-equity ratio of 0.32x provides some financial flexibility and buffer
ChatGPT
  • + Balance sheet appears sound with $2.50B of equity against $23.22B of assets and debt/equity of 0.32x
  • + Net income and diluted EPS both increased year over year, indicating bottom-line resilience despite revenue pressure
  • + Operating cash flow of $224.44M and free cash flow of $212.16M support internal capital generation

BBT Stock Risks: Beacon Financial Corp Investment Risks

Claude
  • ! Catastrophic 96.4% revenue decline YoY indicates loss of major business line or significant market disruption
  • ! Interest coverage ratio of 1.1x creates critical debt servicing vulnerability with minimal earnings cushion
  • ! Distorted profitability metrics (301.4% net margin, 406.9% operating margin) suggest non-operating gains masking core business deterioration and lack of sustainable earnings quality
  • ! Minimal returns on equity (3.6%) and assets (0.4%) indicate capital inefficiency and poor business fundamentals
  • ! Single Form 4 insider filing activity suggests low institutional engagement or confidence
ChatGPT
  • ! Revenue declined 96.4% year over year, raising concern about core earnings durability
  • ! Reported operating margin of 406.9% and net margin of 301.4% imply unusually low-quality or non-recurring earnings composition
  • ! ROE of 3.6%, ROA of 0.4%, and interest coverage of 1.1x indicate limited profitability buffer for a financial institution

Key Metrics to Watch

Claude
  • * Net interest margin and core operating revenue trends to assess underlying business health
  • * Interest coverage ratio improvement (current 1.1x is unsustainably low)
  • * Operating income sustainability and breakdown of one-time vs. recurring gains
ChatGPT
  • * Net interest income and total revenue normalization in upcoming filings
  • * ROE/ROA improvement and interest coverage sustainability

Beacon Financial Corp (BBT) Financial Metrics & Key Ratios

Revenue
$29.9M
Net Income
$90.3M
EPS (Diluted)
$1.03
Free Cash Flow
$212.2M
Total Assets
$23.2B
Cash Position
$2.0B

💡 AI Analyst Insight

The 708.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BBT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 406.9%
Net Margin 301.4%
ROE 3.6%
ROA 0.4%
FCF Margin 708.4%

BBT vs Finance Sector: How Beacon Financial Corp Compares

How Beacon Financial Corp compares to Finance sector averages

Net Margin
BBT 301.4%
vs
Sector Avg 25.0%
BBT Sector
ROE
BBT 3.6%
vs
Sector Avg 12.0%
BBT Sector
Current Ratio
BBT 0.0x
vs
Sector Avg 1.2x
BBT Sector
Debt/Equity
BBT 0.3x
vs
Sector Avg 2.0x
BBT Sector

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

Is Beacon Financial Corp Stock Overvalued? BBT Valuation Analysis 2026

Based on fundamental analysis, Beacon Financial Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
3.6%
Sector avg: 12%
Net Profit Margin
301.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.32x
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.

Beacon Financial Corp Balance Sheet: BBT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.32x
Debt/Assets
89.3%
Interest Coverage
1.08x
Long-term Debt
$788.4M

BBT Revenue & Earnings Growth: 5-Year Financial Trend

BBT 5-year financial data: Year 2021: Revenue $49.7M, Net Income $97.5M, EPS $1.97. Year 2022: Revenue $46.9M, Net Income -$533.0M, EPS $-10.60. Year 2023: Revenue $46.1M, Net Income $118.7M, EPS $2.39. Year 2024: Revenue $43.2M, Net Income $92.5M, EPS $2.02. Year 2025: Revenue $29.9M, Net Income $75.0M, EPS $0.85.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Beacon Financial Corp's revenue has declined by 40% over the 5-year period, indicating business contraction. The most recent EPS of $0.85 reflects profitable operations.

BBT 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
708.4%
Free cash flow / Revenue

BBT Quarterly Earnings & Performance

Quarterly financial performance data for Beacon Financial Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2025 $108.7M $3.8M $0.09
Q1 2025 $55.5M -$20.2M $-0.47
Q3 2024 $107.8M $19.5M $0.45
Q2 2024 $108.7M $3.8M $0.09
Q1 2024 $55.5M -$20.2M $-0.47
Q3 2023 $107.8M $18.7M $0.42
Q2 2023 $97.7M $23.1M $0.50
Q1 2023 $89.7M $20.2M $0.42

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

Beacon Financial Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$224.4M
Cash generated from operations
Capital Expenditures
$12.3M
Investment in assets
Dividends Paid
$63.1M
Returned to shareholders

BBT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Beacon Financial Corp (CIK: 0001108134)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 DEF 14A bbt-20260402.htm View →
Mar 2, 2026 10-K brkl-20251231.htm View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772134632.xml View →
Jan 28, 2026 8-K f8k_012826.htm View →
Nov 10, 2025 10-Q bbt-20250930.htm View →

Frequently Asked Questions about BBT

What is the AI rating for BBT?

Beacon Financial Corp (BBT) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BBT's key strengths?

Claude: Strong liquidity position with $2.0B cash and equivalents representing 8.6% of total assets. Positive free cash flow generation of $212.2M demonstrates cash conversion capability despite operational challenges. ChatGPT: Balance sheet appears sound with $2.50B of equity against $23.22B of assets and debt/equity of 0.32x. Net income and diluted EPS both increased year over year, indicating bottom-line resilience despite revenue pressure.

What are the risks of investing in BBT?

Claude: Catastrophic 96.4% revenue decline YoY indicates loss of major business line or significant market disruption. Interest coverage ratio of 1.1x creates critical debt servicing vulnerability with minimal earnings cushion. ChatGPT: Revenue declined 96.4% year over year, raising concern about core earnings durability. Reported operating margin of 406.9% and net margin of 301.4% imply unusually low-quality or non-recurring earnings composition.

What is BBT's revenue and growth?

Beacon Financial Corp reported revenue of $29.9M.

Does BBT pay dividends?

Beacon Financial Corp pays dividends, with $63.1M distributed to shareholders in the trailing twelve months.

Where can I find BBT SEC filings?

Official SEC filings for Beacon Financial Corp (CIK: 0001108134) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BBT's EPS?

Beacon Financial Corp has a diluted EPS of $1.03.

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 BBT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Beacon Financial Corp has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BBT stock overvalued or undervalued?

Valuation metrics for BBT: ROE of 3.6% (sector avg: 12%), net margin of 301.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy BBT stock in 2026?

Our dual AI analysis gives Beacon Financial Corp a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is BBT's free cash flow?

Beacon Financial Corp's operating cash flow is $224.4M, with capital expenditures of $12.3M. FCF margin is 708.4%.

How does BBT compare to other Finance stocks?

Vs Finance sector averages: Net margin 301.4% (avg: 25%), ROE 3.6% (avg: 12%), current ratio N/A (avg: 1.2).

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Sector: All Finance Stocks →
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