Fintel reports that on February 3, 2026, Keefe, Bruyette & Woods upgraded their outlook for Stellar Bancorp (NYSE:STEL) from Market Perform to Outperform.
Analyst Price Forecast Suggests 13.32% Downside
As of January 15, 2026, the average one-year price target for Stellar Bancorp is $32.44/share. The forecasts range from a low of $30.30 to a high of $34.65. The average price target represents a decrease of 13.32% from its latest reported closing price of $37.42 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Stellar Bancorp is 775MM, an increase of 87.42%. The projected annual non-GAAP EPS is 4.40.
What is the Fund Sentiment?
There are 352 funds or institutions reporting positions in Stellar Bancorp. This is an decrease of 44 owner(s) or 11.11% in the last quarter. Average portfolio weight of all funds dedicated to STEL is 0.09%, an increase of 0.70%. Total shares owned by institutions decreased in the last three months by 0.64% to 39,311K shares.
What are Other Shareholders Doing?
IJR - iShares Core S&P Small-Cap ETF holds 2,729K shares representing 5.38% ownership of the company. In its prior filing, the firm reported owning 2,938K shares , representing a decrease of 7.67%. The firm decreased its portfolio allocation in STEL by 6.85% over the last quarter.
North Reef Capital Management holds 1,830K shares representing 3.61% ownership of the company. In its prior filing, the firm reported owning 1,540K shares , representing an increase of 15.84%. The firm increased its portfolio allocation in STEL by 35.95% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 1,465K shares representing 2.89% ownership of the company. In its prior filing, the firm reported owning 1,442K shares , representing an increase of 1.57%. The firm decreased its portfolio allocation in STEL by 8.31% over the last quarter.
King Luther Capital Management holds 1,283K shares representing 2.53% ownership of the company. No change in the last quarter.
Millennium Management holds 1,238K shares representing 2.44% ownership of the company. In its prior filing, the firm reported owning 920K shares , representing an increase of 25.69%. The firm increased its portfolio allocation in STEL by 28.97% over the last quarter.
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