Insider Trading February 23, 2026

Avidbank Director Disposes $150,800 in Stock; Company Posts Mixed Q4 Results

Director Mike Rosinus sold 5,000 shares while Avidbank reports an EPS miss alongside a revenue beat and an analyst raise

By Derek Hwang AVBH
Avidbank Director Disposes $150,800 in Stock; Company Posts Mixed Q4 Results
AVBH

Avidbank Holdings director Mike Rosinus sold 5,000 shares of common stock on February 20, 2026, netting $150,800. The transaction leaves Rosinus with indirect and direct holdings in the company. Separately, the bank reported fourth-quarter fiscal 2025 results that missed on earnings per share but exceeded revenue estimates, and Stephens raised its price target while keeping an Overweight rating.

Key Points

  • Director Mike Rosinus sold 5,000 shares of Avidbank on February 20, 2026, for $30.16 per share, totaling $150,800.
  • After the sale, Rosinus holds 162,258 shares indirectly through PTMR Capital Partners LP and 16,680 shares directly; Avidbank trades at $29.92 with a $326 million market cap and a 27% year-to-date return over the past year.
  • AvidBank’s fiscal 2025 Q4 showed EPS of $0.65 versus a $0.76 forecast and revenue of $26.78 million versus a $25.97 million forecast; Stephens raised its price target to $35 from $30 and increased its 2026 operating EPS forecast by 13.5% while keeping an Overweight rating.

Director Mike Rosinus executed a sale of 5,000 shares of Avidbank Holdings, Inc. (NASDAQ: AVBH) common stock on February 20, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares changed hands at $30.16 apiece, producing a total transaction value of $150,800.

Following the sale, Rosinus retains an indirect interest in 162,258 shares of Avidbank common stock held through PTMR Capital Partners LP, in addition to 16,680 shares held directly. At the time of reporting, Avidbank's shares were trading at $29.92 and the company carried a market capitalization of $326 million. Over the past 12 months the stock has delivered a 27% return.

Market commentary referenced in available research flags valuation concerns for AVBH. Analysis from InvestingPro notes that AVBH appears overvalued at current levels. That assessment is part of broader research offerings available through the service.

On the company performance front, AvidBank Holdings Inc. reported fourth-quarter results for fiscal year 2025 showing an earnings per share of $0.65, short of the forecasted $0.76. Revenue for the quarter came in at $26.78 million, which exceeded the consensus forecast of $25.97 million.

Following the quarterly disclosure, Stephens, a financial services firm, increased its price target for AvidBank to $35 from $30 and maintained an Overweight rating on the stock. Stephens also raised its 2026 operating EPS projection for AvidBank by 13.5% despite the reported EPS shortfall in the most recent quarter.


Context and developments

The insider sale and the company’s quarterly results together form the core developments outlined in public filings and analyst notes. The transaction, the ownership details reported post-sale, the current trading metrics, the InvestingPro valuation view, and Stephens’ updated outlook and price target are all drawn from the same disclosures and reports.


Note on limitations

Where information is limited in the filings and reports, this article reflects only the reported facts and the analyst actions noted; it does not infer motivations or future outcomes beyond those disclosures.

Risks

  • Valuation concern - InvestingPro analysis indicates AVBH appears overvalued at current levels, which may affect investor perception in the financials and regional banking sectors.
  • Earnings shortfall - The company reported an EPS of $0.65 versus a $0.76 forecast, a result that introduces uncertainty around near-term profitability projections for the banking sector.
  • Insider selling - The director’s sale of common stock could be viewed by some market participants as a negative signal, potentially impacting sentiment in the regional banking and financial services markets.

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