COASTAL FINANCIAL CORP (CCB) FY2025 10-K Annual Report

Filed: Feb 27, 2026
Financials
State Commercial BanksSEC EDGAR

COASTAL FINANCIAL CORP (CCB) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

COASTAL FINANCIAL CORP FY2025 10-K Analysis

Business Overview

  • Core business model: Regional banking services focusing on deposit, lending, and equity compensation plans
  • New emphasis on equity compensation, with 118,881 options outstanding at $10.10 exercise price, 700,458 shares available for issuance
+3 more insights

Management Discussion & Analysis

  • Revenue not explicitly stated, noninterest income $231.6M down 24.9% YoY from $308.2M, driven by lower BaaS indemnification income
  • Operating margin and net income not provided; effective tax rate rose to 23.3% in 2025 from 21.1% in 2024
+4 more insights

Risk Factors

  • Regulatory risk: potential enforcement actions under Bank Secrecy Act and anti-money laundering statutes
  • Macroeconomic threat: $1.29B commercial real estate loans (34.2% total portfolio) vulnerable to local Puget Sound market downturn
+3 more insights

COASTAL FINANCIAL CORP FY2025 Key Financial Metrics
XBRL

Revenue

$430M

+8.3% YoY

Net Income

$47M

+3.9% YoY

Net Margin

10.9%

-46bp YoY

ROE

9.6%

-74bp YoY

Total Assets

$4.7B

+15.0% YoY

EPS (Diluted)

$3.06

-6.1% YoY

Operating Cash Flow

$255M

-2.0% YoY

Source: XBRL data from COASTAL FINANCIAL CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.

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