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Equity securities at other companies

Bank of America logo
Bank of AmericaBAC
$250M+1.2%
Independent Bank Corp logo
Independent Bank CorpINDB
$21.6M+1.6%
WSFS Financial logo
WSFS FinancialWSFS
$8.9M-50.0%
Citizens Community Bancorp logo
Citizens Community BancorpCZWI
$6.29M+9.5%
Carter Bankshares, Inc. logo
Carter Bankshares, Inc.CARE
$12.68M+24.3%
First Citizens BancShares logo
First Citizens BancSharesFCNCA
$156M+60.8%

Other financials

Income statement

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Revenue$2.3B+12.1%
Net income$587.0M+34.6%
EPS (diluted)$1.30+41.3%

Balance sheet

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Cash & equivalents$1.2B-85.7%
Total debt$16.3B+28.0%
Total equity$26.2B+3.8%
Total assets$233.84B+7.1%

Cash flow

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Operating cash flow$237.0M+211%
CapEx--100%
Free cash flow$237.0M+204%

Valuation

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Market cap$30.51B+50.7%
Enterprise value$45.64B+86.5%
P/E14.4×+1.6×
P/S3.5×+0.9×

Profitability

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Net margin24.4%+4.1pp
FCF margin33.7%+7.3pp

Returns & leverage

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Return on equity8.3%+1.8pp
Debt / equity0.6×+0.1×

Where this comes from

Reported directly by Citizens Financial Group in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesFvNi.

The source filing: Citizens Financial Group’s 10-Q, filed May 4, 2026. Open the filing →

Filed
May 4, 2026, 11:21 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000759944-26-000101

FAQ

What is Citizens Financial Group's equity securities?
Citizens Financial Group (CFG) reported equity securities of $336M in Q1 2026.
How has Citizens Financial Group's equity securities changed year-over-year?
Citizens Financial Group's equity securities increased by 42.4% year-over-year, from $236M to $336M.
What is the long-term trend for Citizens Financial Group's equity securities?
Over 5 years (2020 to 2025), Citizens Financial Group's equity securities has grown at a 36.9% compound annual growth rate (CAGR), from $66M to $317M.
What does equity securities mean?
Insurance company investments in equity securities (stocks, equity funds) measured at fair value.

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