Insider Trading March 2, 2026

Byline Bancorp CRE Head Disposes $145,775 in Shares; Firm Posts Strong Q4 2025 Results

John Barkidjija sold 4,509 shares on Feb. 26, 2026 as Byline reports EPS and revenue beats and receives an upgraded target from Piper Sandler

By Nina Shah BY
Byline Bancorp CRE Head Disposes $145,775 in Shares; Firm Posts Strong Q4 2025 Results
BY

John Barkidjija, head of commercial real estate and specialty finance at Byline Bancorp (OTC: BY), sold 4,509 shares on February 26, 2026, for $145,775, according to a Form 4 filing. The bank recently reported better-than-expected fourth-quarter 2025 results and received a higher price target from Piper Sandler after showing strength in net interest income, core fee income and an unexpected expansion in net interest margin.

Key Points

  • John Barkidjija, head of CRE & Specialty Finance at Byline Bancorp, sold 4,509 shares on February 26, 2026 for $32.33 per share, totaling $145,775.
  • After the sale Barkidjija directly owns 19,243 shares; Byline’s stock was trading at $31.20 at the time of this report and has gained about 11% over the past year.
  • Byline reported Q4 2025 EPS of $0.76 and revenue of $117.0 million, both ahead of analyst expectations; Piper Sandler raised its price target to $37 and kept an Overweight rating, citing a 9% pre-provision net revenue upside and strength in fee income, NII and NIM expansion.

John Barkidjija, who leads commercial real estate and specialty finance at Byline Bancorp (OTC: BY), disclosed the sale of 4,509 shares of common stock on February 26, 2026, in a Form 4 filing with the Securities and Exchange Commission.

The shares were sold at $32.33 apiece, bringing the total proceeds to $145,775. After the transaction, Barkidjija directly holds 19,243 shares of Byline Bancorp common stock.

At the time of this report, Byline Bancorp shares were trading at $31.20, a modest decline from the price at which Barkidjija sold. Over the trailing 12 months, the stock has appreciated by roughly 11%.

Separately, analysis from InvestingPro indicates Byline Bancorp may be trading below its Fair Value assessment, with the company showing a price-to-earnings ratio of 10.81 in that assessment.


The insider sale comes on the heels of Byline Bancorp’s strong fourth-quarter 2025 financial performance. The company reported earnings per share of $0.76 for the quarter, outpacing analyst expectations of $0.72 - a 5.56% surprise. Revenue for the quarter reached $117.0 million, exceeding the projected $112.31 million and representing a 4.18% upside versus expectations.

Following the quarterly results, Piper Sandler raised its price target for Byline Bancorp to $37.00 from $35.00 and maintained an Overweight rating. The firm attributed the upgrade to Byline’s robust financial showing, which included a 9% pre-provision net revenue upside for the quarter. Commentary accompanying the target change highlighted strength in both core fee income and net interest income, as well as an unexpected expansion in net interest margin.

These results and the subsequent analyst action underscore the bank’s performance in the most recent quarter. The disclosed insider sale, the company’s current trading multiple and the recent analyst revision together offer investors multiple datapoints to assess relative valuation and recent operational trends.


Contextual note: The filing and company-reported results are the factual basis for the transactions and analyst activity described above. Where available, objective third-party assessments of valuation are noted.

Risks

  • Insider sales may be viewed negatively by some investors despite being a single transaction; this could affect sentiment in the regional banking and financials sectors.
  • Valuation assessments vary; while InvestingPro’s Fair Value view suggests Byline may be undervalued, market prices can diverge from model-based valuations, impacting investor decision-making in bank stocks.
  • Operational momentum reflected in one quarter’s outperformance - including NII and fee-income strength - could reverse, creating uncertainty for earnings and stock performance in the banking sector.

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