ArrowMark Financial Corp.(BANX)Earnings, Financials & Key Ratios

BANX•NASDAQ•Banking & Credit

8.6× P/E·Price updated Jun 19, 2026

SectorFinancial Services IndustryAsset Management Sub-IndustryClosed-end funds and investment trusts

AboutStoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed income portion, the fund invests in subordinated debt securities which are rated BBB- or better by Kroll Ratings. The fund employs fundamental analysis with bottom-up security picking approach by focusing on factors such as review of historical and prospective financial information, interviews with management and key employees of the prospective bank, financial models and projections, changes in interest rates, changes in unemployment rates, changes in home prices, changes in economic activity to create its portfolio. It employs proprietary research to create its portfolio. StoneCastle Financial Corp. was formed on February 7, 2013 and is domiciled in the United States.Show more

Net Interest Income$23M-10.1%
Total Revenue$17M-41.1%
Net Income$18M+6.8%
Return on Equity10.95%+0.6%
Net Interest Margin11.13%-8.1%
Efficiency Ratio-49.57%-344.2%
ROA8.68%+6.8%
Equity / Assets84.19%+13.0%
Book Value per Share21.96+0.9%

BANX Key Insights

ArrowMark Financial Corp. (BANX) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

✓Strong NIM of 11.1%
✓Efficient operations: -49.6% efficiency ratio
✓Well capitalized: 84.2% equity/assets
✓Trading at only 0.9x book value

✗Weaknesses

No significant weaknesses identified

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

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BANX Price & Volume

ArrowMark Financial Corp. (BANX) stock price & volume — 10-year historical chart

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BANX Growth Metrics

ArrowMark Financial Corp. (BANX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years0.97%

5 Years0.84%

3 Years-6.92%

TTM-

Profit CAGR

10 Years8%

5 Years18.12%

3 Years49.38%

TTM35.21%

EPS CAGR

10 Years6.07%

5 Years14.18%

3 Years45.07%

TTM-2.47%

Return on Capital

10 Years8.01%

5 Years9.43%

3 Years11.17%

Last Year10.63%

BANX Recent Earnings

ArrowMark Financial Corp. (BANX) EPS & revenue vs analyst estimates — last 4 quarters

Full history →

●Beat EPS 1/12 qtrs (11%)●Beat Revenue 5/12 qtrs (83%)

Q2 2026Latest

Mar 6, 2026

Metric

Actual

Est

EPS

$0.97+131.0%

$0.42

Rev

$12M+160.7%

$4M

Q3 2024

Aug 23, 2024

Metric

Actual

Est

EPS

$0.53+0.0%

$0.53

Rev

—

$7M

Q2 2024

Mar 6, 2024

Metric

Actual

Est

EPS

$0.53+0.0%

$0.53

Rev

—

$6M

Q1 2024

Feb 12, 2024

Metric

Actual

Est

EPS

$2.84

—

Rev

$24M+267.3%

$6M

Quarter	Date	EPS (Act vs Est)	Revenue (Act vs Est)
Q2 2026Latest	Mar 6, 2026	$0.97vs $0.42+131.0%	$12Mvs $4M+160.7%
Q3 2024	Aug 23, 2024	$0.53vs $0.53+0.0%	—vs $7M
Q2 2024	Mar 6, 2024	$0.53vs $0.53+0.0%	—vs $6M
Q1 2024	Feb 12, 2024	$2.84	$24Mvs $6M+267.3%

Based on last 12 quarters of dataView full earnings history →

Company	Market Cap	Stock Price	P/E Ratio (TTM)	Revenue Growth 1Y	Net Margin	Return on Equity (ROE)	Debt / Equity
OXSQOxford Square Capital Corp.Direct Competitor	117.26M	1.34	-5.36	32.01%		-24.71%	1.08
GAINGladstone Investment CorporationDirect Competitor	588.57M	14.78	3.10	-20.47%	173.56%	34.04%	0.84
PFLTPennantPark Floating Rate Capital Ltd.Direct Competitor	742.15M	7.48	10.39	2.2%	34.83%	5.84%	1.65
TPVGTriplePoint Venture Growth BDC Corp.Direct Competitor	202.99M	5.00	4.10	36.55%	-19.55%	-3.39%	1.33
CSWCCapital Southwest CorporationDirect Competitor	1.43B	22.98	12.09	50.13%	50.89%	11.68%	1.12
SLRCSLR Investment Corp.Direct Competitor	677.57M	12.42	7.31	24.76%	39.78%	7.31%	1.15
ARCCAres Capital CorporationProduct Competitor	12.95B	18.03	9.69	32.87%	43.69%	8.11%	1.12
FSCOFS Credit Opportunities Corp.Product Competitor	997.19M	4.93	6.49	-18.64%		10.48%	0.20

Compare BANX vs Peers

ArrowMark Financial Corp. (BANX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs OXSQ

Most directly comparable listed peer for BANX.

Scale Benchmark

vs BX

Larger-name benchmark to compare BANX against a more recognizable public peer.

Peer Set

Compare Top 5

vs OXSQ, GAIN, PFLT, TPVG

BANX Income Statement

ArrowMark Financial Corp. (BANX) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily

Metric	Dec'17	Dec'18	Dec'19	Dec'20	Dec'21	Dec'22	Dec'23	Dec'24	Dec'25
Net Interest Income	11.36M	10.93M	10.55M	11.54M	13.41M	18.2M	24.65M	25.22M	22.68M
NII Growth %	24.49%	-3.74%	-3.5%	9.38%	16.19%	35.74%	35.43%	2.32%	-10.07%
Net Interest Margin %	6.66%	5.57%	6.4%	6.13%	6.13%	8.73%	12.1%	12.11%	11.13%
Interest Income	13.12M	12.84M	11.96M	12.3M	14.7M	20.53M	28.2M	29.22M	26.53M
Interest Expense	1.77M	1.9M	1.41M	765.86K	1.3M	2.33M	3.55M	4M	3.85M
Loan Loss Provision	-1.77M	-1.9M	-1.41M	-765.86K	-1.3M	-2.33M	-3.55M	-4M	236.27K
Non-Interest Income	4.25M	4.89M	4.39M	4.35M	2.66M	1.01M	484.9K	247.08K	-9.17M
Non-Interest Income %	24.47%	27.6%	26.87%	26.11%	15.32%	4.67%	1.69%	0.84%	-52.78%
Total Revenue	17.37M▲ 0%	17.73M▲ 2.0%	16.35M▼ 7.7%	16.65M▲ 1.8%	17.36M▲ 4.3%	21.53M▲ 24.0%	28.68M▲ 33.2%	29.47M▲ 2.7%	17.37M▼ 41.1%
Revenue Growth %	1.98%	2.04%	-7.75%	1.83%	4.27%	24.02%	33.2%	2.73%	-41.06%
Non-Interest Expense	5.16M	5.04M	4.74M	4.8M	5.13M	5.83M	6.02M	5.98M	-8.61M
Efficiency Ratio	29.72%	28.45%	29%	28.85%	29.53%	27.05%	21%	20.3%	-49.57%
Operating Income	12.21M▲ 0%	12.68M▲ 3.9%	11.61M▼ 8.5%	11.85M▲ 2.0%	12.24M▲ 3.3%	15.71M▲ 28.4%	22.66M▲ 44.3%	23.49M▲ 3.6%	21.89M▼ 6.8%
Operating Margin %	70.28%	71.55%	71%	71.15%	70.47%	72.95%	79%	79.7%	126.02%
Operating Income Growth %	2.16%	3.88%	-8.45%	2.05%	3.26%	28.38%	44.25%	3.64%	-6.81%
Pretax Income	12.03M▲ 0%	10.03M▼ 16.6%	12.61M▲ 25.6%	7.78M▼ 38.3%	12.63M▲ 62.4%	5.61M▼ 55.6%	20.61M▲ 267.2%	17.25M▼ 16.3%	17.89M▲ 3.7%
Pretax Margin %	69.25%	56.6%	77.07%	46.72%	72.76%	26.06%	71.85%	58.52%	102.99%
Income Tax	0	0	0	0	0	246.96K	360.47K	500.09K	0
Effective Tax Rate %	0%	0%	0%	0%	0%	4.4%	1.75%	2.9%	0%
Net Income	12.03M▲ 0%	10.03M▼ 16.6%	12.61M▲ 25.6%	7.78M▼ 38.3%	12.63M▲ 62.4%	5.37M▼ 57.5%	20.25M▲ 277.3%	16.74M▼ 17.3%	17.89M▲ 6.8%
Net Margin %	69.25%	56.6%	77.07%	46.72%	72.76%	24.92%	70.59%	56.82%	102.99%
Net Income Growth %	71.51%	-16.6%	25.63%	-38.28%	62.38%	-57.53%	277.34%	-17.3%	6.83%
Net Income (Continuing)	12.03M	10.03M	12.61M	7.78M	12.63M	5.37M	20.25M	16.74M	17.89M
EPS (Diluted)	1.84▲ 0%	1.53▼ 16.8%	1.92▲ 25.5%	1.18▼ 38.5%	1.88▲ 59.3%	0.75▼ 60.1%	2.84▲ 278.7%	2.35▼ 17.3%	2.29▼ 2.6%
EPS Growth %	73.58%	-16.85%	25.49%	-38.54%	59.32%	-60.11%	278.67%	-17.25%	-2.55%
EPS (Basic)	1.84	1.53	1.92	1.18	1.88	0.75	2.84	2.35	2.29
Diluted Shares Outstanding	6.54M	6.56M	6.57M	6.59M	6.72M	7.15M	7.13M	7.13M	7.81M

BANX Balance Sheet

ArrowMark Financial Corp. (BANX) balance sheet — assets, liabilities & shareholders' equity

Metric	Dec'17	Dec'18	Dec'19	Dec'20	Dec'21	Dec'22	Dec'23	Dec'24	Dec'25
Cash & Short Term Investments	30.14K	2.83M	35.33K	2.28M	83.78K	3.84M	807.31K	2.66M	3.22M
Cash & Due from Banks	30.14K	2.83M	35.33K	2.28M	5.77M	3.84M	443.41K	8.88M	3.22M
Short Term Investments	0	0	0	0	0	0	363.89K	0	0
Total Investments	166.91M	189.07M	162.26M	178.5M	215.44M	203.64M	196.91M	201.66M	195.39M
Investments Growth %	-15.48%	13.28%	-14.18%	10%	20.7%	-5.48%	-3.3%	2.42%	-3.11%
Long-Term Investments	166.91M	189.07M	162.26M	178.5M	215.43M	203.61M	196.54M	201.66M	195.39M
Accounts Receivables	0	0	0	0	2.49M	3.25M	5.56M	3.54M	0
Goodwill & Intangibles	0	0	0	0	0	0	0	0	0
Goodwill	0	0	0	0	0	0	0	0	0
Intangible Assets	0	0	0	0	0	0	0	0	0
PP&E (Net)	0	0	0	0	0	0	0	0	0
Other Assets	0	0	0	0	10.89K	25.76K	-203.33M	0	868.39K
Total Current Assets	173.95M	203.36M	1.82M	9.86M	2.57M	3.62M	6M	2.66M	7.49M
Total Non-Current Assets	166.91M	189.07M	162.26M	178.5M	215.44M	203.64M	196.91M	201.66M	196.26M
Total Assets	170.43M▲ 0%	196.21M▲ 15.1%	164.7M▼ 16.1%	188.36M▲ 14.4%	218.74M▲ 16.1%	208.5M▼ 4.7%	203.7M▼ 2.3%	208.21M▲ 2.2%	203.75M▼ 2.1%
Asset Growth %	-17.24%	15.13%	-16.06%	14.36%	16.13%	-4.68%	-2.3%	2.22%	-2.14%
Return on Assets (ROA)	6.39%	5.47%	6.99%	4.41%	6.21%	2.51%	9.82%	8.13%	8.68%
Accounts Payable	2.54M	3.48M	2.53M	3.04M	3.4M	3.53M	4.7M	4.7M	0
Total Debt	25.75M	51M	17.7M	43M	60M	55.6M	45M	46.8M	25.2M
Net Debt	-30.14K	-2.83M	-35.33K	-2.28M	54.23M	51.76M	44.56M	37.92M	21.98M
Long-Term Debt	25.75M	51M	17.7M	43M	60M	55.6M	45M	46.8M	25.2M
Short-Term Debt	0	0	0	0	0	0	0	0	0
Other Liabilities	0	0	0	0	0	1.71M	1.57M	1.61M	7.01M
Total Current Liabilities	3.29M	4.37M	3.28M	0	4.36M	3.53M	4.7M	4.7M	0
Total Non-Current Liabilities	25.75M	51M	17.7M	43M	60M	57.31M	46.57M	48.41M	32.21M
Total Liabilities	29.38M	55.83M	21.5M	47.57M	65.24M	60.84M	51.26M	53.11M	32.21M
Total Equity	141.05M▲ 0%	140.38M▼ 0.5%	143.2M▲ 2.0%	140.79M▼ 1.7%	153.5M▲ 9.0%	147.66M▼ 3.8%	152.44M▲ 3.2%	155.1M▲ 1.7%	171.54M▲ 10.6%
Equity Growth %	1.8%	-0.47%	2.01%	-1.68%	9.03%	-3.81%	3.23%	1.75%	10.6%
Equity / Assets (Capital Ratio)	82.76%	71.54%	86.94%	74.74%	70.18%	70.82%	74.83%	74.49%	84.19%
Return on Equity (ROE)	8.6%	7.13%	8.89%	5.48%	8.59%	3.56%	13.49%	10.89%	10.95%
Book Value per Share	21.57	21.41	21.81	21.35	22.84	20.64	21.38	21.77	21.96
Tangible BV per Share	21.57	21.41	21.81	21.35	22.84	20.64	21.38	21.77	21.96
Common Stock	6.54K	6.55K	6.56K	6.57K	7.08K	7.1K	7.11K	7.12K	7.81K
Additional Paid-in Capital	144.86M	143.68M	144.88M	144.99M	156.15M	156.48M	156.28M	155.94M	170.96M
Retained Earnings	-1.08M	-3.31M	-1.68M	-4.21M	-2.65M	-8.83M	-3.86M	-847.21K	575.09K
Accumulated OCI	0	0	0	0	0	0	0	0	0
Treasury Stock	0	0	0	0	0	0	0	0	0
Preferred Stock	0	0	0	0	0	0	0	0	0

BANX Cash Flow Statement

ArrowMark Financial Corp. (BANX) cash flow — operating, investing & free cash flow history

Metric	Dec'17	Dec'18	Dec'19	Dec'20	Dec'21	Dec'22	Dec'23	Dec'24	Dec'25
Cash from Operations	9.24M	10.11M	41.2M	-13.2M	-19.85M	15.84M	15.1M	24.16M	10.87M
Operating CF Growth %	133.41%	9.42%	307.64%	-132.03%	-50.4%	179.79%	-4.66%	60.02%	-55.01%
Net Income	12.03M	10.03M	12.61M	7.78M	12.63M	5.37M	20.25M	16.74M	17.89M
Depreciation & Amortization	0	0	0	0	0	0	0	0	0
Deferred Taxes	0	0	0	0	0	0	0	0	0
Other Non-Cash Items	-1.67M	614.53K	26.81M	-16.16M	-36.41M	11.62M	-4.25M	5.6M	-5.81M
Working Capital Changes	-1.12M	-539.97K	1.79M	-4.81M	3.92M	-1.15M	-895.37K	1.82M	-1.21M
Cash from Investing	32.81M	-24.99M	31.69M	-10.37M	-41.04M	-2.8M	7.51M	-3.3M	7.63M
Purchase of Investments	-29.52M	-79.77M	-21.59M	-99.29M	-78.4M	-59.49M	-31.57M	-36.11M	-47.74M
Sale/Maturity of Investments	62.33M	54.78M	53.28M	88.92M	37.36M	56.69M	39.08M	32.81M	55.38M
Net Investment Activity	32.81M	-24.99M	31.69M	-10.37M	-41.04M	-2.8M	7.51M	-3.3M	7.63M
Acquisitions	0	0	0	0	0	0	0	0	0
Other Investing	0	0	0	0	0	0	0	0	0
Cash from Financing	-45.21M	15.47M	-44M	15.44M	17.65M	-15.53M	-25.64M	-11.56M	-24.16M
Dividends Paid	-9.46M	-9.78M	-10.7M	-9.86M	-10.26M	-11.58M	-15.04M	-13.36M	-17.57M
Share Repurchases	0	0	0	0	0	0	0	0	0
Stock Issued	0	0	0	0	10.91M	458.26K	0	0	15.01M
Net Stock Activity	0	0	0	0	10.91M	458.26K	0	0	15.01M
Debt Issuance (Net)	-1000K	1000K	-1000K	1000K	1000K	-1000K	-1000K	1000K	-1000K
Other Financing	0	0	0	0	0	0	0	0	0
Net Change in Cash	-3.74M▲ 0%	580.48K▲ 115.5%	-2.8M▼ 581.7%	2.24M▲ 180.2%	-2.2M▼ 197.8%	311.64K▲ 114.2%	-3.03M▼ 1072.0%	8.07M▲ 366.4%	-5.66M▼ 170.1%
Exchange Rate Effect	6.42M	0	-31.69M	10.37M	41.04M	2.8M	0	-1.23M	0
Cash at Beginning	3.77M	30.14K	2.83M	35.33K	2.28M	83.78K	3.84M	807.31K	8.88M
Cash at End	30.14K	2.83M	35.33K	2.28M	83.78K	395.42K	807.31K	8.88M	3.22M
Interest Paid	0	0	0	0	0	0	0	0	0
Income Taxes Paid	0	0	0	0	0	0	0	0	0
Free Cash Flow	41.48M▲ 0%	-12.67M▼ 130.5%	41.2M▲ 425.3%	-13.2M▼ 132.0%	-19.85M▼ 50.4%	15.84M▲ 179.8%	15.1M▼ 4.7%	13.78M▼ 8.7%	10.87M▼ 21.1%
FCF Growth %	250.01%	-130.53%	425.31%	-132.03%	-50.4%	179.79%	-4.66%	-8.73%	-21.12%

BANX Banking Ratios

ArrowMark Financial Corp. (BANX) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025
Return on Equity (ROE)	5.02%	8.6%	7.13%	8.89%	5.48%	8.59%	3.56%	13.49%	10.89%	10.95%
Return on Assets (ROA)	3.52%	6.39%	5.47%	6.99%	4.41%	6.21%	2.51%	9.82%	8.13%	8.68%
Net Interest Margin	4.43%	6.66%	5.57%	6.4%	6.13%	6.13%	8.73%	12.1%	12.11%	11.13%
Efficiency Ratio	29.84%	29.72%	28.45%	29%	28.85%	29.53%	27.05%	21%	20.3%	-49.57%
Equity / Assets	67.28%	82.76%	71.54%	86.94%	74.74%	70.18%	70.82%	74.83%	74.49%	84.19%
Book Value / Share	20.94	21.57	21.41	21.81	21.35	22.84	20.64	21.38	21.77	21.96
NII Growth	34.28%	24.49%	-3.74%	-3.5%	9.38%	16.19%	35.74%	35.43%	2.32%	-10.07%
Dividend Payout	129.63%	78.68%	97.51%	84.88%	126.73%	81.17%	215.88%	74.28%	79.81%	-

BANX SEC Filings & Documents

ArrowMark Financial Corp. (BANX) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

Jan 28, 2026·SEC

Material company update

Dec 19, 2025·SEC

Material company update

Dec 16, 2025·SEC

BANX Frequently Asked Questions

ArrowMark Financial Corp. (BANX) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

ArrowMark Financial Corp. (BANX) saw revenue decline by 41.1% over the past year.

Yes, ArrowMark Financial Corp. (BANX) is profitable, generating $34.6M in net income for fiscal year 2025 (103.0% net margin).

Dividend & Returns

Yes, ArrowMark Financial Corp. (BANX) pays a dividend with a yield of 11.47%. This makes it attractive for income-focused investors.

ArrowMark Financial Corp. (BANX) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.

Industry Metrics

ArrowMark Financial Corp. (BANX) has a net interest margin (NIM) of 11.1%. This indicates healthy earnings from lending activities.

ArrowMark Financial Corp. (BANX) has an efficiency ratio of -49.6%. This is excellent, indicating strong cost control.

What if you invested $1,000 in BANX back in 2014?

Total return calculator · dividends reinvested · 12+ years of data

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ArrowMark Financial Corp.(BANX)Earnings, Financials & Key Ratios

BANX•NASDAQ•Banking & Credit

8.6× P/E·Price updated Jun 19, 2026

SectorFinancial Services IndustryAsset Management Sub-IndustryClosed-end funds and investment trusts

Net Interest Income$23M-10.1%
Total Revenue$17M-41.1%
Net Income$18M+6.8%
Return on Equity10.95%+0.6%
Net Interest Margin11.13%-8.1%
Efficiency Ratio-49.57%-344.2%
ROA8.68%+6.8%
Equity / Assets84.19%+13.0%
Book Value per Share21.96+0.9%