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Coastal Financial CCB Other investments

Other investments at other companies

Ivanhoe Electric logo
Ivanhoe ElectricIE
$1.36M-50.8%
Valley National Bank logo
Valley National BankVLY
$27.37M+60.2%
The Carlyle Group logo
The Carlyle GroupCG
$233.6M-0.9%
The Carlyle Group logo
The Carlyle GroupCG
$233.6M-0.9%
Lincoln National logo
Lincoln NationalLNC
$130.5M+69.5%
Philip Morris International logo
Philip Morris InternationalPM
$24M

Other financials

Income statement

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Revenue$178.1M+49.1%
Net income-$42.1M-482%
EPS (diluted)-$2.76-489%

Balance sheet

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Cash & equivalents$1.0B+40.1%
Total debt$4.5M-10.7%
Total equity$463.4M+0.4%
Total assets$5.5B+21.8%

Cash flow

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Operating cash flow$76.9M+16.4%
CapEx$2.2M+6.1%
Free cash flow$74.6M+16.7%

Valuation

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Market cap$692.83M-53.7%
Enterprise value-$311.1M-140%
P/S1.1×-1.6×

Profitability

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Net margin-0.6%-9.2pp
FCF margin42.9%-3.5pp

Returns & leverage

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Return on equity-0.8%-13.1pp
Debt / equity0.0×

Where this comes from

Reported directly by Coastal Financial in its filing.

Tagged under the XBRL concept ck1437958:DebtSecuritiesOtherExcludingAccruedInterest.

The source filing: Coastal Financial’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 11:01 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001437958-26-000061
Line itemJune 30,2026December 31,2025
Interest earning deposits with other banks960,360702,729
Investment securities, available-for-sale, at fair value2729
Investment securities, held-to-maturity, at amortized cost45,21948,218
Other investments14,17712,837
Loans held for sale107,83871,216
Loans receivable4,208,2703,749,531
Allowance for credit losses(213,724)(169,530)
Total loans receivable, net3,994,5463,580,001

Item 1. Condensed Consolidated Financial Statements (unaudited)

FAQ

What is Coastal Financial's other investments?
Coastal Financial (CCB) reported other investments of $14.18M in Q2 2026.
How has Coastal Financial's other investments changed year-over-year?
Coastal Financial's other investments increased by 13.2% year-over-year, from $12.52M to $14.18M.
What is the long-term trend for Coastal Financial's other investments?
Over 3 years (2022 to 2025), Coastal Financial's other investments has grown at a 6.7% compound annual growth rate (CAGR), from $10.56M to $12.84M.
What does other investments mean?
Other investments as reported by Coastal Financial Corporation.

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