Insider Trading February 26, 2026

Beacon Financial CBO Sells $538,016 in Stock Amid Post-Merger Stability

Chief Banking Officer Michael W. McCurdy disposes of 17,333 shares as Beacon completes rebrand and RBC lifts target

By Nina Shah BBT
Beacon Financial CBO Sells $538,016 in Stock Amid Post-Merger Stability
BBT

Michael W. McCurdy, Chief Banking Officer at Beacon Financial Corp (NASDAQ: BBT), sold 17,333 shares on February 26, 2026, for $538,016 at prices between $30.91 and $31.17. The transaction occurred near the stock's 52-week high of $31.95. Beacon recently finished a rebranding to Beacon Bank after a multi-bank merger, and RBC Capital raised its price target to $31.00 while keeping a Sector Perform rating following the first fully combined quarter.

Key Points

  • Insider sale: Chief Banking Officer Michael W. McCurdy sold 17,333 shares on February 26, 2026, for $538,016 at prices between $30.91 and $31.17; he now directly owns 25,555 shares.
  • Corporate consolidation and rebrand: Beacon completed its rebranding to Beacon Bank after merging Berkshire Bank, Brookline Bank, Bank Rhode Island, and PCSB Bank; the merger finalized on September 1, 2025.
  • Analyst and valuation signals: RBC Capital raised its price target for BB&T Capital to $31.00 from $28.00 while maintaining a Sector Perform rating after the first full combined quarter; InvestingPro reports BBT appears overvalued relative to Fair Value.

Michael W. McCurdy, Beacon Financial Corp's Chief Banking Officer, executed an open-market sale of 17,333 common shares on February 26, 2026, generating $538,016 in proceeds. The sale prices were recorded in a narrow band from $30.91 to $31.17, levels close to the stock's 52-week peak of $31.95. Beacon Financial Corp is listed on NASDAQ under the ticker BBT.

Following the disposition, McCurdy retains direct ownership of 25,555 shares in the company. The insider transaction takes place against a backdrop of meaningful recent appreciation in the stock; BBT has returned approximately 20% over the past six months.

Separately, third-party analysis from InvestingPro indicates that BBT presently looks overvalued relative to its Fair Value. The InvestingPro note also references additional tips and financial metrics available to subscribers to help assess the firm's valuation.


Corporate developments at Beacon include the completion of a rebranding to Beacon Bank that followed the integration of four regional institutions. The merger process included Berkshire Hills Bancorp and Brookline Bancorp and was finalized on September 1, 2025. The consolidation brought Berkshire Bank, Brookline Bank, Bank Rhode Island, and PCSB Bank together under the Beacon Bank name.

Market analysts also adjusted expectations after Beacon's first full combined quarter. RBC Capital raised its price target on BB&T Capital to $31.00 from $28.00 while maintaining a Sector Perform rating. That revision came after the fourth-quarter earnings release, which represented the first fully combined quarter following the merger and showed stability in core business trends.

The combination of an executive share sale, a recent rebrand following a multi-bank merger, and an updated analyst target provides investors with several discrete data points to weigh. The share sale was executed at prices near the recent high, the company has signaled operational stability through its first fully combined quarter, and third-party valuation tools flag potential overvaluation relative to fair value.

Investors monitoring the regional banking and financial services sectors may view these developments as material inputs to near-term decision-making. The insider transaction, the completed rebranding and consolidation, and the analyst update together contribute to the information set investors use to evaluate Beacon's positioning post-merger.

All factual details above are drawn from filings and published analyst commentary tied to the transactions and corporate announcements outlined.

Risks

  • Valuation risk - InvestingPro indicates BBT may be overvalued relative to its Fair Value, which could affect investor returns in the banking and financial services sectors.
  • Market interpretation risk - The insider sale, occurring near the stock's 52-week high, may influence investor sentiment and trading behavior in the regional banking sector.
  • Limited upside or reassessment risk - Despite a higher price target from RBC Capital, the maintained Sector Perform rating suggests analysts see constrained near-term upside, an uncertainty for shareholders evaluating the post-merger entity.

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