MFIN

MEDALLION FINANCIAL CORP

Nasdaq · Finance Services · Inc. DE · CIK 0001000209
$9.63 -0.10% $229.9M
High Impact Filing (7/10)
Vol
Market Cap$229.9M
Cap SizeMicro Cap
Inst. Holders7 funds
Inst. Value$13.1M
Inst. Activity2 buys / 1 sells
SEC Reports1
Press Releases1
Exchange Nasdaq·Sector Finance Services·Inc. DE·CIK 0001000209·Prev Close $9.64

Recent Activity

Apr 28, 2026 SEC
Medallion Financial reported Q4 2025 EPS of $0.50, a 100% beat vs the $0.25 consensus estimate, continuing a strong stre
PRESS-RELEASE — Impact 7/10
Mar 10, 2026 Insider
Poulton Donald S. sold 44,653 shares
See Remarks @ $9.59 ($428.2K)
Mar 10, 2026 Insider
Poulton Donald S. sold 101,831 shares
See Remarks @ $0.00 ($0.00)
Mar 10, 2026 Insider
Cutrone Anthony N. sold 41,622 shares
Chief Financial Officer @ $9.59 ($399.2K)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
38,890 shares ($400.2K)
Inst.
WELLS FARGO & COMPANY/MN — ADD
18,935 shares ($194.8K)
Jun 4, 2026 Press
Medallion Financial issued a press release responding to ZimCal's third consecutive proxy contest, accusing activist Ste
Impact 5/10
Jun 4, 2026 activist
Medallion Financial Corp. Exposes ZimCal’s Latest Campaign of Distortion and the Risks of Electing Its Unqualified Nominees
<p align="center"><em>Highlights ZimCal’s Goal Over Three Consecutive Proxy Contests – A Debt Buyout

Price Targets

Historical data — last covering-analyst action Jul 2025. No current recommendation available.
$11.25 (Jul 2025)
Current $9.63 Low $10.50 Median $11.25 High $12.00 2 analysts
$10.50 $12.00

Analyst Ratings

Historical distribution75% buy · 8 analysts · last covering-analyst action Jul 2025
3Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jul 31, 2025 Ladenburg Thalmann UPGRADE Neutral → Buy
Aug 2, 2023 B. Riley Securities MAINTAIN Buy → Buy
Apr 3, 2023 Ladenburg Thalmann INITIATE Neutral
Oct 5, 2022 Northland Capital Markets DOWNGRADE Outperform → Market Perform
Oct 9, 2020 Piper Sandler MAINTAIN Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.27 ▼ -10.0% $0.27 — $0.27 -41% YoY 1
Next Q $0.30 ▼ -9.1% $0.30 — $0.30 -6% YoY 1
Current FY $1.08 ▼ -13.6% $1.08 — $1.08 -39% YoY 1
Next FY $1.30 ▼ -21.2% $1.30 — $1.30 17% YoY 1

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$11.0M
MORGAN STANLEY$673.5KADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$486.9KNEW
TWO SIGMA INVESTMENTS, LP$400.2KTRIM
BANK OF AMERICA CORP$333.1K

Recent Insider Trades

DateInsiderTypeValue
Mar 10, 2026Poulton DonaldF$428.2K
Mar 10, 2026Poulton DonaldA$0.00
Mar 10, 2026Cutrone AnthonyF$399.2K
Mar 10, 2026Cutrone AnthonyA$0.00
Mar 10, 2026Haley DavidF$164.6K
7 institutional holders with $13.1M total value (1,274,944 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,071,144$11.0M84.0%
2MORGAN STANLEY65,456$673.5K5.1%ADD +37.3%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC47,318$486.9K3.7%NEW
4TWO SIGMA INVESTMENTS, LP38,890$400.2K3.1%TRIM -55.1%
5BANK OF AMERICA CORP /DE/32,376$333.1K2.5%
6WELLS FARGO & COMPANY/MN18,935$194.8K1.5%ADD +43.8%
7FMR LLC825$8.5K0.1%ADD +59.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPTRIM86,63438,890-55.1%$400.2K2025-Q4
WELLS FARGO & COMPANY/MNADD13,17018,935+43.8%$194.8K2025-Q4
FMR LLCADD518825+59.3%$8.5K2025-Q4
TWO SIGMA INVESTMENTS, LPADD60,54386,634+43.1%$875.0K2025-Q3
MORGAN STANLEYADD48,82167,036+37.3%$638.9K2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM86,63460,543-30.1%$577.0K2025-Q2
CITADEL ADVISORS LLCTRIM103,90049,914-52.0%$434.8K2025-Q1
UBS Group AGTRIM49,66118,547-62.7%$161.5K2025-Q1
FMR LLCTRIM981559-43.0%$4.9K2025-Q1
UBS Group AGDOUBLED20,81249,661+138.6%$466.3K2024-Q4
MORGAN STANLEYADD31,74862,959+98.3%$512.5K2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW50,765$413.2K2024-Q3
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 10, 2026Poulton Donald S.See RemarksF44,653$9.59$428.2K
Mar 10, 2026Poulton Donald S.See RemarksA101,831$0.00$0.00
Mar 10, 2026Cutrone Anthony N.Chief Financial OfficerF41,622$9.59$399.2K
Mar 10, 2026Cutrone Anthony N.Chief Financial OfficerA84,858$0.00$0.00
Mar 10, 2026Haley David JustinSee RemarksF17,168$9.59$164.6K
Mar 10, 2026Haley David JustinSee RemarksA39,152$0.00$0.00
Mar 10, 2026MURSTEIN ALVINSee RemarksF36,809$9.59$353.0K
Mar 10, 2026MURSTEIN ALVINSee RemarksA72,103$0.00$0.00
Mar 10, 2026MURSTEIN ANDREWSee RemarksF165,336$9.59$1.6M
Mar 10, 2026MURSTEIN ANDREWSee RemarksA323,870$0.00$0.00
Mar 1, 2026Rudnick Jeffrey D.Executive Vice PresidentF3,298$10.09$33.3K
Mar 1, 2026Poulton Donald S.See RemarksF14,996$10.09$151.3K
Mar 1, 2026Rozovsky Samantha K.See RemarksF2,002$10.09$20.2K
Mar 1, 2026MURSTEIN ANDREWSee RemarksF51,878$10.09$523.4K
Mar 1, 2026Haley David JustinSee RemarksF7,819$10.09$78.9K
Mar 1, 2026Munson Thomas J.See RemarksF6,107$10.09$61.6K
Mar 1, 2026Cutrone Anthony N.Chief Financial OfficerF13,992$10.09$141.2K
Mar 1, 2026Silverman Marisa T.See RemarksF13,540$10.09$136.6K
Mar 1, 2026MURSTEIN ALVINSee RemarksF11,973$10.09$120.8K
Feb 10, 2026Rozovsky Samantha K.See RemarksA8,687$0.00$0.00
Feb 10, 2026Haley David JustinSee RemarksA25,941$0.00$0.00
Feb 10, 2026Silverman Marisa T.See RemarksA19,305$0.00$0.00
Feb 10, 2026Rudnick Jeffrey D.Executive Vice PresidentA5,212$0.00$0.00
Feb 10, 2026MURSTEIN ALVINSee RemarksA39,597$0.00$0.00
Feb 10, 2026Poulton Donald S.See RemarksA58,760$0.00$0.00
Feb 10, 2026Cutrone Anthony N.Chief Financial OfficerA24,493$0.00$0.00
Feb 10, 2026MURSTEIN ANDREWSee RemarksA77,220$0.00$0.00
Feb 10, 2026Munson Thomas J.See RemarksA9,653$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
Historical analyst distribution (last covering-analyst action Jul 2025): 75% buy across 8 analysts — 3 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jul 2025. No current recommendation available.
$11.25 mean target (Jul 2025)
$10.50 Low $12.00 High
MetricValue
Current Price$9.63
Target Low$10.50
Target Mean$11.25
Target Median$11.25
Target High$12.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.27 $0.27 $0.27 -41.3% -10.0% 0↑ 1↓ $0.1B 3.0% 1
Next Q
2026-09-30
$0.30 $0.30 $0.30 -6.3% -9.1% 0↑ 1↓ $0.1B 1.0% 1
Current FY
2026-12-31
$1.08 $1.08 $1.08 -39.3% -13.6% 0↑ 1↓ $0.2B 2.8% 1
Next FY
2027-12-31
$1.30 $1.30 $1.30 16.6% -21.2% 0↑ 1↓ $0.2B 1.4% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.270
7d ago$0.300-0.030
30d ago$0.300-0.030
60d ago$0.300-0.030
90d ago$0.360-0.090
6 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 3 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jul 31, 2025 Ladenburg Thalmann UPGRADE Neutral Buy
Aug 2, 2023 B. Riley Securities MAINTAIN Buy Buy
Apr 3, 2023 Ladenburg Thalmann INITIATE Neutral
Oct 5, 2022 Northland Capital Markets DOWNGRADE Outperform Market Perform
Oct 9, 2020 Piper Sandler MAINTAIN Neutral
Apr 30, 2020 B. Riley Securities MAINTAIN Buy
Apr 6, 2020 Piper Sandler MAINTAIN Neutral
Feb 22, 2019 BTIG INITIATE Buy
Sep 7, 2018 B. Riley Securities INITIATE Buy
Aug 10, 2016 Piper Sandler DOWNGRADE Buy Hold
Jul 12, 2016 Keefe, Bruyette & Woods MAINTAIN Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263320075%
May 1, 20263320075%
Apr 1, 20263320075%
Mar 1, 20263320075%
Feb 1, 20263320075%
Jan 1, 20263320075%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

Recent Reddit Threads

r/stocks Neutral 1mo ago
Will Medallion Financial's (MFIN) Q1 actually move the stock?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
Will Medallion Financial’s (MFIN) Q1 actually move the stock?
▲ 1 💬 0 ⚡ 0.5
Jun 4, 2026
activist
Medallion Financial Corp. Exposes ZimCal’s Latest Campaign of Distortion and the Risks of Electing Its Unqualified Nominees
<p align="center"><em>Highlights ZimCal’s Goal Over Three Consecutive Proxy Contests – A Debt Buyout at Above Market Price – and Misaligned Incentives
Jun 2, 2026
other
Medallion Financial Corp. Urges Shareholders to Vote for Proven Performance
<p align="center"><em>ISS and Glass Lewis Recognize Medallion’s Successful Business Transformation</em></p>
May 4, 2026
earnings_calendar
MFIN Q1 2026 Earnings Scheduled — 2026-05-04
Apr 29, 2026
earnings
Medallion Financial Corp. Reports 2026 First Quarter Results
<p align="justify">NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- Medallion Financial Corp. (NASDAQ: MFIN) (“Medallion” or the “Company”), a specialty
Apr 29, 2026
dividend
Medallion Bank Reports 2026 First Quarter Results and Declares Series G Preferred Stock Dividend
<p>SALT LAKE CITY, April 29, 2026 (GLOBE NEWSWIRE) -- Medallion Bank (Nasdaq: MBNKO, the “Bank”), an FDIC-insured bank providing consumer loans for
Apr 28, 2026
earnings
Medallion Financial Corp. to Report 2026 First Quarter Results on Wednesday, April 29, 2026
Conference Call Scheduled for 9:00 a.m. ET on Thursday, April 30, 2026 <pre>Conference Call Scheduled for 9:00 a.m. ET on Thursday, April 30, 2026</pr
Apr 28, 2026
earnings_calendar
MFIN Q1 2026 Earnings Scheduled — 2026-04-28