Insider Trading February 17, 2026

Dime CEO Sells $878K in Stock Amid Strong Quarter; Form 4 Filed

Stuart H. Lubow disposed of 25,026 shares over two days as Dime Community Bancshares posts a beat in Q4 2025 and analysts raise price targets

By Sofia Navarro DCOM
Dime CEO Sells $878K in Stock Amid Strong Quarter; Form 4 Filed
DCOM

Stuart H. Lubow, president and CEO of Dime Community Bancshares (NASDAQ: DCOM), sold 25,026 shares of the bank's common stock across two transactions on February 12 and 13, 2026, totaling roughly $878,104. The trades were reported on a Form 4 filed with the SEC. The company recently reported stronger-than-expected fourth-quarter 2025 results and saw two analysts lift price targets while keeping their ratings unchanged.

Key Points

  • Stuart H. Lubow sold 25,026 DCOM shares on Feb. 12-13, 2026, generating about $878,104 and reported on an SEC Form 4.
  • Dime Community Bancshares beat Q4 2025 EPS estimates with $0.79 versus a $0.71 forecast and recorded a quarterly revenue record of $124 million.
  • Analysts raised price targets after the quarter - Stephens to $36 (Equal Weight) and DA Davidson to $39 (Buy) - while noting net interest margin expansion and deposit growth.

Stuart H. Lubow, who serves as president and chief executive officer of Dime Community Bancshares (NASDAQ: DCOM), executed two separate sales of the bank's common stock on February 12 and February 13, 2026. According to a Form 4 filed with the Securities and Exchange Commission, the combined transactions covered 25,026 shares and generated proceeds of approximately $878,104.

The first transaction, on February 12, involved the sale of 5,476 shares at a price of $35.1365 per share. The second, completed on February 13, consisted of 19,550 shares sold at $35.074 per share. After those dispositions, Lubow continues to directly hold 202,648 shares of Dime Community Bancshares common stock.

Beyond his direct holdings, Lubow also retains indirect exposure to the company. The filing shows 5,439 shares held through a 401(k) and 19,499 shares held through a spouse. In addition, he is the direct owner of 8,000 shares of Dime Community Bancshares Preferred Stock, Series A.

Market metrics cited alongside the transaction indicate the stock is trading at roughly 15.1 times earnings and carries a price-to-book ratio of 1.15, per InvestingPro data. Dime shares have demonstrated strong recent momentum, posting a 25.16% price return over the past six months and trading near $35.46 at the time of the report.


These insider sales follow a fourth-quarter 2025 reporting period in which Dime Community Bancshares exceeded Wall Street expectations. The company posted earnings per share of $0.79 for the quarter, beating the consensus estimate of $0.71 and representing an 11.27% surprise. Total revenues for the quarter reached a record $124 million.

Analyst reactions to the quarter included two notable adjustments. Stephens raised its price target on Dime to $36 from $33 while maintaining an Equal Weight rating, citing the solid earnings print and a 10 basis point expansion in net interest margin. DA Davidson also increased its price target, moving it to $39 from $37 and keeping a Buy rating, highlighting the quarter as strong, with net interest margin expansion and growth in excess cash.

The company additionally reported operational deposit trends in the quarter: a 6.5% increase in quarterly deposits and a 7.6% rise in demand deposit accounts, figures that were highlighted in the post-quarter commentary.


The sales by Lubow were disclosed via the required Form 4 filing with the SEC. The filing lists the specific share counts and prices associated with the two transactions and enumerates the remaining direct and indirect holdings described above.

All figures, dates and filings referenced in this report are presented as reported in the filing and company and analyst disclosures; no reasons for the insider sales were provided in the filing.

Risks

  • The Form 4 filing records the insider sales but does not provide a rationale for the transactions, leaving motive unspecified - this introduces uncertainty about interpretation of the trades (affects investor sentiment in financials and regional banking).
  • While analysts increased price targets, both firms maintained their prior ratings, which may signal limited change in conviction despite the stronger quarter - this creates uncertainty around near-term analyst-driven momentum for bank stocks (affects equity research and market expectations in financials).
  • Current valuation metrics cited (approximately 15.1 times earnings and a price-to-book of 1.15) are snapshots tied to present data and could change with future results or market movements, creating valuation uncertainty for investors in the banking sector.

More from Insider Trading

Clean Harbors Director Executes $204,802 Sale as Company Reports Strong Q4 and Pushes M&A Agenda Feb 21, 2026 Clean Harbors Executive Disposes Nearly $1.0M in Stock as Company Posts Strong Q4 Feb 21, 2026 Clean Harbors CFO Disposes $784K in Shares as Company Reports Strong Quarter and Pursues Acquisition Feb 21, 2026 Travelers Executive Vice President Records $1.74 Million Share Sale as Company Posts Strong Quarter Feb 21, 2026 Genasys Director Buys $50,404 of Stock; Company Reports Mixed Q1 Results Feb 21, 2026