Event-Driven Stocks

Orange County Bancorp, Inc. /DE/

OBTNasdaq

Financials · State Commercial Banks · DE · SEC filings ↗ · Compare ⊕

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Signs2 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue
Operating income
Net income$41.6M$27.9M$29.5M$24.4M$21.3M$11.7M
Total assets$2.66B$2.51B$2.49B$2.29B$2.14B$1.66B
Total liabilities$2.38B$2.32B$2.32B$2.15B$1.96B$1.53B
Equity$284.4M$185.5M$165.4M$138.1M$182.8M$135.4M
EPS (diluted)$3.33$2.47$2.62$4.33$4.28$2.59
Shares out.11.4M5.7M5.6M5.6M5.6M4.5M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
Net margin
Return on equity
14.6%
Return on assets
1.6%
Return on capital (ROCE)
Liabilities / assets
89.3%
Debt / equity
8.35×
Book value / share
$25.04
Revenue growth (YoY)
Net income growth (YoY)
49.2%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
0.1%clean
Piotroski F-Score
5/6mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 warning2 good
  • High leverage (liabilities > 70% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
4 acquisitions0 disposalsnet +14,490 shares · last 4
InsiderDateTypeSharesPrice
Jones Elizabeth AOfficer — SVP, Chief Operating OfficerMar 19, 2026Grant3,792$0.00
Lesler MichaelOfficer — EVP, Chief Financial OfficerMar 19, 2026Grant5,059$0.00
Listner MichaelOfficer — SVP and Chief Risk OfficerMar 19, 2026Grant2,827$0.00
Rooney StephenOfficer — SVP, Chief Credit OfficerMar 19, 2026Grant2,812$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202676,6351.8+8.6%
Apr 30, 202670,5851.4-0.8%
Apr 15, 202671,1321.0-23.0%
Mar 31, 202692,3462.2+13.4%
Mar 13, 202681,4131.8+51.8%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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