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Added to YB: 2026-07-01

Pitch date: 2026-06-26

PDLB [bullish]

Ponce Financial Group, Inc.

+1.01%

current return

Author Info

No bio for this author

Company Info

Ponce Financial Group, Inc. operates as the bank holding company for Ponce Bank that provides various banking products and services.

Market Cap

$477.7M

Pitch Price

$19.78

Price Target

26.00 (+30%)

Dividend

N/A

EV/EBITDA

N/A

P/E

15.08

EV/Sales

N/A

Sector

Banks

Category

special_situation

Show full summary:
Weird Shit Investing 2026 - Ponce Financial Group, Inc.

PDLB: Bronx-based community bank, largest serving US Hispanics, CDFI/MDI certified. Holds $225M ECIP Treasury prefs retireable Q3 2026 at ~6.79c/$ (~$15M), crystallizing ~$210M equity (~$8.67/sh). At 0.89x book; M&A target at 1.2x = $26/sh, +35%. Risks: 84% RE loans, 65% NY concentration, redemption timing/regulatory.

Read full article (2 min)