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Orange County Bancorp OBT Assets Held In Agency Or Fiduciary Capacity

Assets Held In Agency Or Fiduciary Capacity at other companies

Arthur J. Gallagher logo
Arthur J. GallagherAJG
$11M
Annaly Capital Management logo
Annaly Capital ManagementNLY
$89.37B+26.9%
FBR
Franklin BSP Realty TrustFBRT
$760.09M
Bank of Hawaii logo
Bank of HawaiiBOH
$12.45M+6.0%
KKR & Co. logo
KKR & Co.KKR
$26.29B-5.2%
Atlantic Union Bankshares logo
Atlantic Union BanksharesAUB
$20.18M+201%

Other financials

Income statement

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Revenue$32.1M+14.6%
Net income$11.3M+29.6%
EPS (diluted)$0.85+10.4%

Balance sheet

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Cash & equivalents$257.5M+56.9%
Total debt$4.3M+17.6%
Total equity$291.7M+44.9%
Total assets$2.7B+5.7%

Cash flow

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Operating cash flow$10.2M+111%
CapEx$563.0K+14.0%
Free cash flow$9.7M+123%

Valuation

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Market cap$494.62M+55.2%
P/E11.2×-0.5×
P/S3.8×+0.9×

Profitability

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Net margin33.7%+8.9pp
FCF margin35.5%+3.6pp

Returns & leverage

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Return on equity17.9%+3.2pp
Debt / equity0.0×

Where this comes from

Reported directly by Orange County Bancorp in its filing.

Tagged under the XBRL concept obt:AssetsHeldInAgencyOrFiduciaryCapacity.

The official record: Orange County Bancorp’s 10-Q, filed May 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Orange County Bancorp's assets held in agency or fiduciary capacity?
Orange County Bancorp (OBT) reported assets held in agency or fiduciary capacity of $1.6B in Q1 2026.
How has Orange County Bancorp's assets held in agency or fiduciary capacity changed year-over-year?
Orange County Bancorp's assets held in agency or fiduciary capacity decreased by 5.9% year-over-year, from $1.7B to $1.6B.
What is the long-term trend for Orange County Bancorp's assets held in agency or fiduciary capacity?
Over 5 years (2020 to 2025), Orange County Bancorp's assets held in agency or fiduciary capacity has grown at a 9.8% compound annual growth rate (CAGR), from $1.19B to $1.9B.
What does assets held in agency or fiduciary capacity mean?
This represents the total value of assets managed by the institution on behalf of clients in a fiduciary or agency capacity. These assets are not owned by the bank and are held off-balance sheet, reflecting the scale of the company's wealth management and trust services. Growth in this metric indicates an expansion in fee-based income potential and client trust.