BANR at a glance
BANNER CORP (BANR, SEC CIK 946673) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as September 15, 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), BANNER CORP (BANR) reported revenue of $805.0 million (up 5.1% from FY2024) and net income of $195.4 million. Diluted EPS was $5.64.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding BANNER CORP (BANR) shares worth $1.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $805.0M
- +5.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $1.2B · +0 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Regional banking and financial services via Banner Corporation
- New 2025 Employee Stock Purchase Plan introduced, detailed in Registration Statement filed Nov 5, 2025
- Amended and Restated Executive Severance and Change in Control Plan effective July 1, 2023
- Numerous equity incentive plans updated through 2023 Omnibus Incentive Plan and related award agreements
- Code of Ethics posted online, satisfying regulatory requirements via website disclosure
Risk Factors
- Regulatory risk: heightened Federal banking regulators’ scrutiny on commercial real estate exposures, including refinancing risk and collateral valuation
- Geopolitical/macroeconomic risk: client base concentrated in Puget Sound and Eastern Washington, exposed to regional economic downturns and trade policy shifts impacting supply chains
- Operational risk: construction and land loans $1.71B (15% total portfolio) with risks from cost overruns, builder defaults, and speculative loans unsold post-construction
- Competitive risk: commercial real estate demand weakening due to remote work trends and market structural changes, impacting property values and loan performance
- Financial risk: allowance for credit losses may be insufficient amid economic, climate-related events, and loan portfolio growth, risking increased provisions and reduced capital
Management Discussion & Analysis
- Revenue $660.7M, up 8.5% YoY from $608.6M; net interest income $587.9M vs $541.7M; mortgage banking $13.2M vs $12.2M
- Net interest margin 3.96% vs 3.75%; return on average assets 1.21% vs 1.07%; efficiency ratio 61.87% vs 64.33%
- Best segment: Net interest income up $46.2M (8.5%); weakest: deposit fees flat at $43.2M vs $43.4M
- Repurchased 499,975 shares at $63.14 avg ($31.6M); dividends $1.94/share up from $1.92; total deposits $13.74B up 2%
- Management cautious: allowance for credit losses stable at 1.37%; notes potential impact of economic forecast on allowance (±10%)
AI summary of the BANR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Filing excerpt incomplete; no quarterly revenue or year-over-year comparison disclosed
- No profitability, margin, segment, cash-flow, capital-deployment, or outlook figures provided
Risk Factors
- New acquisition risk triggered by April 30, 2026 Pacific Financial agreement, with closing dependent on regulatory and shareholder approvals
- Transaction-completion risk from potential failure to close on anticipated terms or timing
- Reputational and financial risk if the Pacific Financial transaction fails, potentially affecting operations and financial condition
AI summary of the BANR 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 7.01: Regulation FD Disclosure
- Banner announced September 1, 2026 closing of the referenced merger
- Merger terms and strategic implications require review of Exhibit 99.1 press release
Item 8.01: Other Events
- Banner completed Pacific Financial merger on September 1, 2026, expanding its Washington banking operations
- Pacific Financial shareholders received 0.2633 Banner shares per share, with approximately 2,654,563 new shares issued
Item 8.01: Other Events
- Federal Reserve waiver received, completing all required regulatory approvals for Pacific Financial merger
- Merger closing targeted for September 1, 2026, subject to customary remaining conditions
Item 8.01: Other Events
- Pacific Financial shareholders approved the merger, removing a key transaction condition
- Washington State banking regulators and FDIC approved the merger, with Federal Reserve approval still pending
AI summaries of BANR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BANR
Don't miss the next BANR filing
- Alerts as it files. A push when BANR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BANR, 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 |
|---|---|---|---|---|
| McLean James P.G. | D | Sep 14, 2026 | 1,070 | $71.92 |
| Harrison Karen | D | Sep 10, 2026 | 1,314 | $70.27 |
| Newman Scott S. | F | Jul 31, 2026 | 69 | $69.87 |
| Costa James M | F | Jul 31, 2026 | 386 | $69.87 |
| Copeland Margot | D | Jun 15, 2026 | 1,777 | $67.29 |
| McLean James P.G. | D | Jun 12, 2026 | 1,800 | $67.16 |
| PURCELL CYNTHIA D | F | Apr 2, 2026 | 412 | $60.86 |
| McLean James P.G. | F | Apr 2, 2026 | 151 | $60.86 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $766.1M | $805.0M |
| Operating Income | - | $66.9M | $72.8M |
| Net Income | $183.6M | $168.9M | $195.4M |
| Op. Margin | - | 8.7% | 9.0% |
| Net Margin | - | 22.0% | 24.3% |
| Balance Sheet | |||
| Total Assets | $15.7B | $16.2B | $16.4B |
| Equity | - | $1.8B | $1.9B |
| ROE | - | 9.5% | 10.0% |
| Per Share | |||
| EPS | $5.33 | $4.88 | $5.64 |
| Cash Flow | |||
| Operating CF | $257.2M | $293.2M | $257.5M |
| CapEx | - | $13.7M | $9.5M |
Source: XBRL data in BANNER CORP (BANR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BANR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.16B |
| Q1 2026 | 31 | $1.04B |
| Q4 2025 | 30 | $1.10B |
| Q3 2025 | 29 | $1.12B |
| Q2 2025 | 30 | $1.08B |
| Q1 2025 | 26 | $767.5M |
| Q4 2024 | 23 | $753.5M |
| Q3 2024 | 19 | $418.5M |
- State Street Corp+134.9K (+7%)
- AQR Capital Management+126.2K (+144%)
- JPMorgan Chase & Co+124.5K (+257%)
- Morgan Stanley+49.4K (+17%)
- Dimensional Fund Advisors+33.5K (+2%)
- Two Sigma Investments−89.0K (-22%)
- BlackRock−55.4K (-1%)
- Vanguard Capital Management LLC−50.4K (-3%)
- Millennium Management−44.7K (-8%)
- Citadel Advisors LLC−35.9K (-16%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BANR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | May 22, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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BANR SEC filings: frequently asked questions
Which institutions hold BANR stock?
As of June 30, 2026, the largest BANNER CORP (BANR) holders among the 13F filers tracked by SignalX were BlackRock ($328.5 million), Vanguard Portfolio Management LLC ($150.0 million), Dimensional Fund Advisors ($146.9 million), State Street Corp ($133.2 million), Vanguard Capital Management LLC ($97.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BANR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BANNER CORP (BANR) reported revenue of $805.0 million (up 5.1% from FY2024) and net income of $195.4 million. Diluted EPS was $5.64. The figures come from the XBRL data in the 10-K.
What are the main risks in BANR's latest 10-K?
In the 10-K filed February 25, 2026, BANNER CORP (BANR) flagged: Regulatory risk: heightened Federal banking regulators’ scrutiny on commercial real estate exposures, including refinancing risk and collateral valuation. Geopolitical/macroeconomic risk: client base concentrated in Puget Sound and Eastern Washington, exposed to regional economic downturns and trade policy shifts impacting supply chains. (AI summary of the Risk Factors section.)
What did BANR report in its latest 8-K?
BANNER CORP (BANR) filed an 8-K on September 1, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Banner announced September 1, 2026 closing of the referenced merger.
What are the latest BANR SEC filings?
BANNER CORP (BANR) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on September 15, 2026.
What is BANR's SEC CIK number?
BANNER CORP (BANR)'s SEC Central Index Key (CIK) is 946673. EDGAR lists every BANR filing under that number.
Ask anything about BANR
The research agent reads BANR's filings, financials, insider trades and 13F holders, then answers with sources.