Insider Trading February 27, 2026

Avidbank Director Disposes of $580K in Stock as Shares Trade Near Yearly Peak

Mike Rosinus sold 19,411 Avidbank shares on Feb. 25, 2026; company posts mixed fiscal Q4 results and draws an upgraded target from Stephens

By Priya Menon AVBH
Avidbank Director Disposes of $580K in Stock as Shares Trade Near Yearly Peak
AVBH

Avidbank Holdings director Mike Rosinus sold 19,411 shares of the bank's common stock on February 25, 2026, for $29.90 per share, netting $580,388. The transaction was filed on a Form 4 with the SEC. The stock is trading close to its 52-week high and the company recently reported mixed fourth-quarter fiscal 2025 results that prompted an analyst firm to raise its price target and earnings outlook for 2026.

Key Points

  • Director Mike Rosinus sold 19,411 Avidbank shares on February 25, 2026, at $29.90 per share, totaling $580,388.
  • After the sale, Rosinus indirectly holds 132,847 shares through PTMR Capital Partners LP and directly owns 16,680 shares.
  • AvidBank’s fiscal 2025 fourth-quarter results showed EPS of $0.65 (below the $0.76 forecast) and revenue of $26.78 million (above the $25.97 million estimate); Stephens raised its price target to $35 and lifted its 2026 operating EPS forecast by 13.5%.

Director Mike Rosinus of Avidbank Holdings Inc (NASDAQ:AVBH) reported a sale of 19,411 shares of common stock on February 25, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares changed hands at $29.90 apiece, putting the total proceeds from the disposition at $580,388.

The sale occurred while AVBH was trading near its 52-week high of $31.61. Over the last 12 months the stock has returned 26.68%.

Following the February 25 transaction, Rosinus retains indirect ownership of 132,847 Avidbank shares through PTMR Capital Partners LP. In addition, he directly holds 16,680 shares.

Market analysis cited in publicly available commentary indicates InvestingPro views the stock as appearing overvalued at current levels. Those same analyst projections show a material swing in earnings expectations: consensus estimates point to earnings of $3.40 per share for 2026, a reversal from a recent loss of $2.25 per share.

Separately, AvidBank reported fourth-quarter results for fiscal 2025 that were mixed. The company posted earnings per share of $0.65, short of the $0.76 analysts had forecast. Revenue, however, came in ahead of expectations at $26.78 million versus the anticipated $25.97 million.

In the wake of the quarterly release, Stephens raised its price target for AvidBank to $35 from $30 and maintained an Overweight rating on the shares. The firm also increased its 2026 operating EPS projection by 13.5% following the quarter.


The combination of an insider sale, an elevated share price near the 52-week high, an earnings miss on a per-share basis and stronger-than-expected revenue has produced a mixed signal for investors and analysts alike. The director’s reduction in holdings is a concrete disclosure of activity at the company’s board level, while analysts’ raised targets and revised earnings forecasts reflect an improved outlook from at least one brokerage following the quarter.

Risks

  • Reported fourth-quarter EPS of $0.65 missed the forecasted $0.76, reflecting short-term earnings volatility that could affect investor confidence - relevant to the banking and financials sectors.
  • InvestingPro analysis labels the stock as appearing overvalued at current levels, introducing valuation risk for equity holders and prospective buyers - relevant to market and equity investors.
  • An insider sale while the share price sits near its 52-week high could be interpreted by some market participants as a signal of reduced insider accumulation, creating uncertainty for near-term share-price momentum - relevant to market sentiment.

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