SB

Stellar Bancorp, Inc.

STEL·NASDAQ

$32.41

+0.062%
Financial ServicesBanks - Regional

Stellar Bancorp, Inc. operates as the bank holding company that provides a range of commercial banking services primarily to small and medium-sized businesses, professionals, and individual customers. It accepts deposit products, including checking accounts, commercial accounts, money market accounts, savings accounts, and other time deposits; and certificates of deposit. The company's loan portfolio comprises commercial and industrial loans; commercial real estate loans, including multi-family residential loans; commercial real estate construction and land development loans; residential real estate loans, such as 1-4 family residential mortgage loans; residential construction loans; and consumer and other loans. In addition, it offers automated teller machine services, drive-through services, and depository facilities; mobile banking services; and telephone, mail, and Internet banking services. Further, the company provides safe deposit boxes, debit cards, cash management and wire transfer services, night depository services, direct deposits, cashier's checks, and letters of credit. It has locations in the Southeast region, including Houston, The Woodlands, Sugar Land, Beaumont, and Port Arthur, as well as Dallas. The company was founded in 2007 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$1.66B
EPS2.1500
P/E Ratio13.20
Earnings Date01/29/2026
s

Stellar Bancorp, Inc. Street Expectations Map

STEL · NASDAQ

Wall Street analysts project that STEL stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 32.00, with estimates ranging from a low of 32.00 to a high of 32.00.

Lowest Target
32.00
-1.28%
Consensus Target
32.00
-1.28%
Highest Target
32.00
-1.28%

The consensus 1-year price target stands at 32.00, with estimates ranging from a low of 32.00 to a high of 32.00.

Analyst Consensus Analysis

Upside Potential

-1.3%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

s

Stellar Bancorp, Inc. Forward Estimates of Revenue

STEL · NASDAQ
Latest Revenue
625.45M
FY 2024
Avg Estimate
422.77M
FY 2025
Estimate Range
421.84M - 424.04M
Analyst Spread

Forward Growth Analysis

Projected Growth-32.4%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

s

Stellar Bancorp, Inc. Forward Estimates of Net Income

STEL · NASDAQ
Latest Net Income
115.00M
FY 2024
Avg Estimate
107.00M
FY 2025
Estimate Range
106.20M - 107.80M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.0%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

s

Stellar Bancorp, Inc. Forward Estimates of EPS

STEL · NASDAQ
Latest EPS
2.15
FY 2024
Avg Estimate
$1.99
FY 2025
Estimate Range
$1.98 - $2.01
Analyst Spread

Forward Growth Analysis

Projected Growth-7.3%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

s

Stellar Bancorp, Inc. Forward Estimates of EBIT

STEL · NASDAQ
Latest EBIT
144.96M
FY 2024
Avg Estimate
108.44M
FY 2025
Estimate Range
108.21M - 108.77M
Analyst Spread

Forward Growth Analysis

Projected Growth-25.2%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

s

Stellar Bancorp, Inc. Forward Estimates of EBITDA

STEL · NASDAQ
Latest EBITDA
176.99M
FY 2024
Avg Estimate
126.04M
FY 2025
Estimate Range
125.77M - 126.42M
Analyst Spread

Forward Growth Analysis

Projected Growth-28.8%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

s

Stellar Bancorp, Inc. Forward Estimates of SG&A Expense

STEL · NASDAQ
Latest SG&A Expense
177.05M
FY 2024
Avg Estimate
135.24M
FY 2025
Estimate Range
134.95M - 135.65M
Analyst Spread

Forward Growth Analysis

Projected Growth-23.6%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

s

Stellar Bancorp, Inc. Insider Positioning

STEL · NASDAQ

During the last 12 months, insiders have sold $85K worth of STEL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

2.8K

85.05K

Net Activity

-85K

-$85K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
VIRA

Vitulli, Iii Ramon A.

Officer: President

1.8K shares1 transactions

$54K

2
WJF

West Joe F

Officer: Senior Executive Vp, Cco

1.0K shares1 transactions

$31K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $85K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.