Carleton Richard
Transaction: 12/31/2025
SELL
Change
-1
Price
$7.76
Filing
05/08/2026
Type
SELL
SHF Holdings, Inc.
SHFS • Banks - Regional
$0.16
— 0.00 (0.00%)
EarningsLatest report: Jun 30, 2026
HIGHER-RISK PROFILECautionConfidence: 70%
Quantitative profile — not an investment recommendation.
Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Caution is warranted. Recent ratios show weaknesses that may limit returns unless fundamentals improve.
Market Cap
$1.10M
Growth
-21.1%
Cash Flow
3/5
Trend
Mostly stable
Evidence
Manageable debt level · 0.09Healthy liquidity · 1.88Negative growth trendWeak profitability
Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 20, 2026, 12:23 PM UTC
Company Snapshot
Key valuation, quality, financial strength, momentum and analyst data.
Price$0.16
Change0.00%
Shares Out6.93M
Market Cap$1.10M
Enterprise Value$-5.11B
52W Range0.16 - 9.19
Beta0.81
P/E-0.00
P/S0.00
P/B0.00
P/FCF-0.00
EV/Sales-2.63
Price$0.16
Change0.00%
Shares Out6.93M
Market Cap$1.10M
Enterprise Value$-5.11B
52W Range0.16 - 9.19
Beta0.81
P/E-0.00
P/S0.00
P/B0.00
P/FCF-0.00
EV/Sales-2.63
EV/EBITDA4.96
EV/FCF1.80
Dividend Yield0.00%
Gross Margin56.63%
Oper. Margin-70.36%
Profit Margin-28.16%
Debt/Eq0.09
Current Ratio1.88
Quick Ratio1.88
Revenue 5Y-21.10%
Volume137.53K
Avg Volume3.44M
EPS Surprise-0.95
Investment DNA
How strong this company looks for long-term investors
49
out of 100
Business Quality
Margins, moat, returns
27/100
Financial Strength
Debt, cash, stability
75/100
Growth Potential
Revenue and expansion
20/100
Price Attractiveness
Cheap or expensive today
95/100
Why this score▼
Manageable debt level · 0.09Healthy liquidity · 1.88Negative growth trendWeak profitability
Analyst view
Analyst sentiment and price target
Analyst sentiment
Based on 1 analyst votes · 2026-09-05
100/100
Bullish
Bullish
1
Hold
0
Bearish
0
Insider Transactions
Recent executive and insider activity
Regan Michael
Transaction: 12/31/2025
SELL
Change
-1
Price
$7.76
Filing
05/08/2026
Type
SELL
Mendez Terrance Elliot
Transaction: 12/31/2025
SELL
Change
-1
Price
$7.76
Filing
05/08/2026
Type
SELL
| Insider | Type | Change | Price | Transaction | Filing |
|---|---|---|---|---|---|
| Carleton Richard | SELL | -1 | $7.76 | 12/31/2025 | 05/08/2026 |
| Regan Michael | SELL | -1 | $7.76 | 12/31/2025 | 05/08/2026 |
| Mendez Terrance Elliot | SELL | -1 | $7.76 | 12/31/2025 | 05/08/2026 |
| Kay Jeffrey R. | SELL | -1 | $7.76 | 12/31/2025 | 05/08/2026 |
| Carleton Richard | SELL | -1 | $7.76 | 12/10/2025 | 05/08/2026 |
| Regan Michael | SELL | -1 | $7.76 | 12/10/2025 | 05/08/2026 |
| Mendez Terrance Elliot | SELL | -1 | $7.76 | 12/10/2025 | 05/08/2026 |
| Kay Jeffrey R. | SELL | -1 | $7.76 | 12/10/2025 | 05/08/2026 |
| BECK DOUGLAS | BUY | +45,875 | $2.40 | 09/30/2025 | 05/08/2026 |
| Carleton Richard | BUY | +13 | $7.76 | 09/30/2025 | 05/08/2026 |
| Carleton Richard | BUY | +837 | $7.76 | 09/30/2025 | 05/08/2026 |
| Regan Michael | BUY | +63 | $7.76 | 09/30/2025 | 05/08/2026 |
| Regan Michael | BUY | +4,057 | $7.76 | 09/30/2025 | 05/08/2026 |
| Regan Michael | BUY | +45,875 | $2.40 | 09/30/2025 | 05/08/2026 |
| Mendez Terrance Elliot | BUY | +125 | $7.76 | 09/30/2025 | 05/08/2026 |
| Mendez Terrance Elliot | BUY | +8,050 | $7.76 | 09/30/2025 | 05/08/2026 |
| Mendez Terrance Elliot | BUY | +91,751 | $2.40 | 09/30/2025 | 05/08/2026 |
| Kay Jeffrey R. | BUY | +63 | $7.76 | 09/30/2025 | 05/08/2026 |
| Kay Jeffrey R. | BUY | +4,057 | $7.76 | 09/30/2025 | 05/08/2026 |
| BECK DOUGLAS | OTHER | 0 | Not reported | 09/24/2025 | 05/08/2026 |