What is the long-term trend for Coastal Financial's held-to-maturity securities, fair value?

Over 4 years (2021 to 2025), Coastal Financial's held-to-maturity securities, fair value has grown at a 147.0% compound annual growth rate (CAGR), from $1.3M to $48.22M.

Coastal Financial CCB Held-to-maturity securities, fair value

Held-to-maturity securities, fair value at other companies

JPMorgan ChaseJPM

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Enterprise Financial ServicesEFSC

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CNB FinancialCCNE

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Customers BancorpCUBI

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Eagle BancorpEGBN

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Mid Penn BancorpMPB

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Other financials

Income statement

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Revenue$149.4M+7.1%

Net income$12.0M+23.5%

EPS (diluted)$0.78+23.8%

Balance sheet

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Cash & equivalents$1.5B+140%

Total debt$4.8M-9.3%

Total equity$503.8M+12.0%

Total assets$5.7B+30.5%

Cash flow

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Operating cash flow$76.0M+6.0%

CapEx$1.8M-33.3%

Free cash flow$74.1M+7.6%

Valuation

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Market cap$1.14B-9.7%

Enterprise value-$348.99M-148%

P/E23.2×-3.1×

P/S2.1×-0.1×

Profitability

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Net margin8.9%+0.5pp

FCF margin45.6%-0.5pp

Returns & leverage

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Return on equity10.3%-2.4pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Coastal Financial in its filing.

Tagged under the XBRL concept us-gaap:DebtSecuritiesHeldToMaturityExcludingAccruedInterestBeforeAllowanceForCreditLoss.

The official record: Coastal Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Coastal Financial's held-to-maturity securities, fair value?: Coastal Financial (CCB) reported held-to-maturity securities, fair value of $46.14M in Q1 2026.
How has Coastal Financial's held-to-maturity securities, fair value changed year-over-year?: Coastal Financial's held-to-maturity securities, fair value decreased by 1.7% year-over-year, from $46.96M to $46.14M.
What is the long-term trend for Coastal Financial's held-to-maturity securities, fair value?: Over 4 years (2021 to 2025), Coastal Financial's held-to-maturity securities, fair value has grown at a 147.0% compound annual growth rate (CAGR), from $1.3M to $48.22M.