AMTB at a glance
Amerant Bancorp Inc. (AMTB, SEC CIK 1734342) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as July 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Amerant Bancorp Inc. (AMTB) reported revenue of $597.4 million (up 0.3% from FY2024) and net income of $52.4 million. Diluted EPS was $1.26.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Amerant Bancorp Inc. (AMTB) shares worth $259.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $597.4M
- +0.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $259.5M · +1 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 1.01 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Near-term risks: liquidity, funding costs, credit losses, CRE concentration, interest-rate exposure
- Mortgage strategy update referenced, but no quantitative developments or guidance provided
Risk Factors
- No risk-factors section provided; submitted text contains Items 2–6 only
- New $40 million stock-repurchase authorization effective through December 31, 2026
- $5.2 million remaining under the repurchase program at June 30, 2026
- 690,000 shares repurchased during the quarter at average price $23.29
AI summary of the AMTB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $50 million senior-note offering completed September 17, 2026, strengthening funding capacity
- 7.00% annual interest, semi-annual payments beginning March 17, 2027
Item 8.01: Other Events
- Amerant completed the Offering on September 17, 2026, following launch September 14 and pricing September 15
- Offering relates to Notes, with legality supported by Akerman LLP opinion
Item EX-99.1: Item EX-99.1
- Proposed senior-notes offering due 2031, with size, coupon, and final terms still undetermined
- Unsecured, unsubordinated debt ranking equally with existing senior obligations and ahead of subordinated debt
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Carlos Iafigliola secured a three-year employment term through September 2029, with automatic one-year renewals
- Base salary set at $875,000, with target bonus opportunity of at least 90% and maximum opportunity of at least 135% of salary
Item 7.01: Regulation FD Disclosure
- Investor slide presentation begins September 2, 2026
- Materials may support additional investor and analyst presentations
Item EX-99.1: Item EX-99.1
- 2Q26 net income rose to $21.0M, or diluted EPS $0.53, from $17.9M and $0.44 in 1Q26
- Deposits increased to $8.4B and loans to $6.9B, supporting projected 4Q26 targets of $9.1B and approximately $7.3B
AI summaries of AMTB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AMTB
Don't miss the next AMTB filing
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- Fund moves. Which tracked funds opened, added or cut AMTB, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cragg Lee Ann | M | Jul 21, 2026 | 201 | - |
| Cragg Lee Ann | F | Jul 21, 2026 | 49 | $25.86 |
| Cragg Lee Ann | M | Jul 21, 2026 | 201 | - |
| Nursey Michael E. | M | Jun 17, 2026 | 1,343 | - |
| Nursey Michael E. | M | Jun 17, 2026 | 1,343 | - |
| Nursey Michael E. | F | Jun 17, 2026 | 328 | $23.23 |
| Fleitas Armando | A | Jun 8, 2026 | 1,093 | - |
| Rucker Ashaki | A | Jun 2, 2026 | 2,885 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $548.6M | $595.6M | $597.4M |
| Net Income | $32.5M | -$15.8M | $52.4M |
| Net Margin | 5.9% | -2.6% | 8.8% |
| Balance Sheet | |||
| Total Assets | $9.7B | $9.9B | $9.8B |
| Equity | - | $890.5M | $938.8M |
| ROE | - | -1.8% | 5.6% |
| Per Share | |||
| EPS | $0.96 | $-0.44 | $1.26 |
| Cash Flow | |||
| Operating CF | $26.7M | $82.2M | $137.0M |
| CapEx | $10.9M | $7.4M | $7.7M |
Source: XBRL data in Amerant Bancorp Inc. (AMTB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AMTB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $259.5M |
| Q1 2026 | 26 | $210.3M |
| Q4 2025 | 25 | $192.1M |
| Q3 2025 | 24 | $203.7M |
| Q2 2025 | 25 | $184.3M |
| Q1 2025 | 20 | $136.6M |
| Q4 2024 | 15 | $117.2M |
| Q3 2024 | 15 | $54.3M |
- Two Sigma Investments+260.0K (+59%)
- Dimensional Fund Advisors+176.1K (+13%)
- Citadel Advisors LLC+174.5K (+681%)
- State Street Corp+125.9K (+11%)
- Goldman Sachs Group+43.3K (+14%)
- Vanguard Capital Management LLC−126.1K (-7%)
- Ameriprise Financial−41.5K (-50%)
- AQR Capital Management−37.8K (-21%)
- Morgan Stanley−20.4K (-30%)
- Bank of America Corp−11.9K (-15%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 177 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMTB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 23, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 26, 2026 | - | Analysis |
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AMTB SEC filings: frequently asked questions
Which institutions hold AMTB stock?
As of June 30, 2026, the largest Amerant Bancorp Inc. (AMTB) holders among the 13F filers tracked by SignalX were BlackRock ($72.2 million), Vanguard Capital Management LLC ($42.0 million), Dimensional Fund Advisors ($39.9 million), State Street Corp ($32.2 million), Two Sigma Investments ($17.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMTB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Amerant Bancorp Inc. (AMTB) reported revenue of $597.4 million (up 0.3% from FY2024) and net income of $52.4 million. Diluted EPS was $1.26. The figures come from the XBRL data in the 10-K.
What did AMTB report in its latest 8-K?
Amerant Bancorp Inc. (AMTB) filed an 8-K on September 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 8.01 (Other Events). $50 million senior-note offering completed September 17, 2026, strengthening funding capacity.
What are the latest AMTB SEC filings?
Amerant Bancorp Inc. (AMTB) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on July 23, 2026.
What is AMTB's SEC CIK number?
Amerant Bancorp Inc. (AMTB)'s SEC Central Index Key (CIK) is 1734342. EDGAR lists every AMTB filing under that number.
Ask anything about AMTB
The research agent reads AMTB's filings, financials, insider trades and 13F holders, then answers with sources.