Insider Trading February 27, 2026

Avidbank Director Disposes $103,020 in Shares as Bank Posts Mixed Q4 Results

Director Mike Rosinus sold 3,434 AvidBank shares; company reported revenue beat but EPS fell short of estimates

By Priya Menon AVBH
Avidbank Director Disposes $103,020 in Shares as Bank Posts Mixed Q4 Results
AVBH

Avidbank Holdings Inc. director Mike Rosinus sold 3,434 shares on February 26, 2026, for $30.00 per share, totaling $103,020. After the sale, Rosinus holds 16,680 shares directly and 129,413 shares indirectly through PTMR Capital Partners LP. The transaction coincides with AvidBank trading at $29.15, near its 52-week high of $31.61, and follows the company's fourth-quarter fiscal 2025 report, which showed revenue above expectations but EPS below analyst forecasts. Stephens raised its price target and lifted its 2026 operating EPS forecast after the results.

Key Points

  • Director Mike Rosinus sold 3,434 AvidBank shares on February 26, 2026, at $30.00 per share for $103,020 total.
  • After the transaction, Rosinus holds 16,680 shares directly and 129,413 shares indirectly via PTMR Capital Partners LP.
  • AvidBank reported Q4 fiscal 2025 EPS of $0.65 (below Stephens' $0.75 estimate and the $0.76 consensus) while posting revenue of $26.78 million versus expected $25.97 million; Stephens raised its price target to $35 and increased its 2026 operating EPS forecast by 13.5%.

Director-level selling at Avidbank Holdings Inc (NASDAQ: AVBH) was disclosed after Mike Rosinus sold 3,434 shares of the bank's common stock on February 26, 2026. The sale was executed at $30.00 per share, producing a total transaction value of $103,020.

Following the disposition, Rosinus' reported holdings include 16,680 shares held directly and an indirect stake of 129,413 shares through PTMR Capital Partners LP.

The insider sale occurred while AVBH shares were trading at $29.15, a price point that sits close to the stock's 52-week high of $31.61. Over the most recent six-month period, the shares have delivered a 20% return.

Market analysis from InvestingPro cited in company reporting indicates that, despite recent gains, AVBH currently appears overvalued relative to its Fair Value. Investors are noted to have access to six additional InvestingPro Tips for more granular analysis of AVBH's investment case.


Those developments follow AvidBank's fourth-quarter results for fiscal 2025. The company reported earnings per share of $0.65, a figure that missed Stephens' internal estimate of $0.75 and the broader consensus forecast of $0.76.

Revenue, however, came in ahead of expectations at $26.78 million versus the anticipated $25.97 million, representing a top-line beat.

In response to the quarterly release, Stephens raised its price target on AvidBank to $35 from $30 and maintained an Overweight rating on the stock. The research firm also increased its 2026 operating EPS forecast by 13.5% following the earnings announcement.

The combination of an insider sale, a stock trading near its yearly high, a revenue beat coupled with an EPS miss, and a research firm adjusting its outlook underscores a mixed near-term profile for AvidBank as investors weigh valuation, profitability and momentum.

Risks

  • Earnings risk - Q4 EPS of $0.65 missed both Stephens' estimate ($0.75) and the consensus ($0.76), indicating near-term profit pressure in the banking sector.
  • Valuation risk - InvestingPro analysis states AVBH appears overvalued relative to its Fair Value, posing valuation concerns for equity investors in regional banks.
  • Insider activity risk - The director's sale of 3,434 shares may be interpreted by some market participants as a reduction in insider exposure, which can affect investor sentiment in financial and banking equities.

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