Binah Capital Group, Inc.(BCG)Stock Analysis
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Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 11 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
BCG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Binah Capital Group, Inc. (BCG), a Financials sector company. BCG is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 11 institutional filers currently hold this stock. Based on the latest XBRL financial filings (Q1 2026), Binah Capital Group, Inc. reports quarterly revenue of $48.7M, net income of $1.9M, an operating margin of 5.5%. Top institutional holders of BCG by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, GEODE CAPITAL MANAGEMENT,, GRIMES & Co WEALTH MANAGEMENT,, based on the most recent SEC filings. BCG trades on the Nasdaq exchange and files with the SEC under CIK 1953984. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BCG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Binah Capital Group, Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$48.7M
Net Income
Q1 2026
$1.9M
Free Cash Flow
Q1 2026
$527.0K
Operating Margin
Q1 2026
5.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+10.8% YoYNet Income
+143.6% YoYEPS (Diluted)
+110.3% YoYTotal Assets
+5.3% YoYOp. Cash Flow
+934.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Revenue | $187.1M +10.8% | $168.9M +0.6% | $168.0M | — |
| Net Income | $2.3M +143.6% | $-5.3M -1026.8% | $571.0K | — |
| EPS (Diluted) | $0.04 +110.3% | $-0.39 | — | — |
| Total Assets | $70.2M +5.3% | $66.7M -1.1% | $67.4M | — |
| Operating Cash Flow | $5.2M +934.8% | $-617.0K -124.2% | $2.6M | — |
AI Insight: BCG Financial Trends
Revenue volatility persists with modest profitability recovery; Q1 2026 net income remained positive but operating cash flow weakened sequentially.
• Revenue swung from $41M (Q2 2025) to peak of $51M (Q4 2025), then settled at $49M (Q1 2026)—high quarter-to-quarter variance.
• Net income turned profitable: $2M in Q3 2025 and Q1 2026, versus losses of $-1M in prior-year equivalents (Q3 2024, Q2 2024).
• Operating cash flow dipped to $1M (Q1 2026) from $3M (Q4 2025)—first material decline in two quarters.
⚠ Revenue instability (ranging $41M–$51M) suggests cyclical/lumpy business; Q2 2025 cliff warrants investigation.
⚠ Operating income and leverage metrics absent—limits visibility into margin trends and financial health.
AI Insight: BCG Ratio Trends
BCG swung from losses across 2024 to consistent profitability in 2025–2026, with OpMargin and ROA both strongly positive in latest quarter.
• Operating margin recovered from -1.5% (Q3 2024) to +5.5% (Q1 2026); ROA improved from -6.9% (Q3 2024) to +10.7% (Q1 2026).
• Net profit margin stabilized near 3–4% in recent quarters (Q3 2025–Q1 2026) after deep losses in late 2024.
• Quarterly results remain volatile; Q2 and Q4 show margin compression relative to adjacent quarters, suggesting seasonal or operational headwinds.
⚠ Q2 2025 OpMargin fell to -1.4% despite prior-quarter +3.0%, signaling inconsistent execution or seasonal weakness to monitor.
⚠ TTM margins (OpMargin 2.0%, NPM 1.7%) lag latest Q1 2026 readings; gap suggests Q2–Q4 2025 mixed results obscuring trend.
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Available Research
13F Pro tracks comprehensive data for Binah Capital Group, Inc. including:
Top Institutional Holders of BCG
VANGUARD CAPITAL MANAGEMENT LLC
$249.2K123,958 shGEODE CAPITAL MANAGEMENT, LLC
$72.7K36,159 shGRIMES & Co WEALTH MANAGEMENT, LLC
$67.3K33,482 shTWO SIGMA INVESTMENTS, LP
$53.7K26,702 shSTATE STREET CORP
$50.5K25,100 shVANGUARD FIDUCIARY TRUST CO
$44.2K22,003 shUBS Group AG
$31.0K15,442 shBlackRock, Inc.
$23.9K11,888 shTower Research Capital LLC (TRC)
$2.6K1,297 shFarther Finance Advisors, LLC
$1.2K500 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $249.2K | 123,958 |
| GEODE CAPITAL MANAGEMENT, LLC | $72.7K | 36,159 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $67.3K | 33,482 |
| TWO SIGMA INVESTMENTS, LP | $53.7K | 26,702 |
| STATE STREET CORP | $50.5K | 25,100 |
| VANGUARD FIDUCIARY TRUST CO | $44.2K | 22,003 |
| UBS Group AG | $31.0K | 15,442 |
| BlackRock, Inc. | $23.9K | 11,888 |
| Tower Research Capital LLC (TRC) | $2.6K | 1,297 |
| Farther Finance Advisors, LLC | $1.2K | 500 |
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