CoastalSouth Bancshares, Inc. (COSO)
CoastalSouth Bancshares, Inc. brought in $2.2M of revenue over the twelve months to September 30, 2026. Net income was $29.6M, a net margin of 1,351.5%. Operating cash flow minus capital spending left $61.3M of free cash flow in fiscal 2025. At September 30, 2026 it held $45.2M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.
Key facts about CoastalSouth Bancshares, Inc.
- Net worth
- CoastalSouth Bancshares, Inc. has a market value (market cap) of $340.8M at the latest share price, and shareholders' equity of $261.9M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Cash flow
- In fiscal 2025 operations brought in $63.1M of cash; after $1.8M of capital spending, free cash flow was $61.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- CoastalSouth Bancshares, Inc.'s next report is expected around January 19, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What CoastalSouth Bancshares, Inc. does
CoastalSouth Bancshares, Inc. is registered with the SEC under industry code SIC 6022 (State Commercial Banks). Its shares trade on NYSE under the ticker COSO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $2M | $24.9M | $2.16 | $61.3M |
| 2025 | $1.9M | $21.9M | $2.09 | -$14.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where COSO ranks in Finance
Latest SEC filings
What CoastalSouth Bancshares, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 34% to $623K versus the same quarter last year; diluted EPS $0.71 versus $0.54.
- October 19, 2026
- August 18, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 7, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 4.5% to $509K versus the same quarter last year; diluted EPS $0.59 versus $0.57.
- July 24, 2026
- July 20, 2026
- May 28, 2026Passive stake changed SCHEDULE 13G/A
- May 15, 2026Passive stake changed SCHEDULE 13G/A
- May 8, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 4.4% to $519K versus the same quarter last year; diluted EPS $0.51 versus $0.47.
Insider trades
What the people running CoastalSouth Bancshares, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $305.2K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 3, 2026 | Macleod James SDirector | Exercised options | 55,000 | $715K |
| November 3, 2026 | Macleod James SDirector | Shares withheld for tax | 25,319 | $715K |
| October 23, 2026 | Bruderer Ernst W.Director | Sold | 6,000 | $167.5K |
| August 31, 2026 | Bruderer Ernst W.Director | Sold | 2,000 | $54.9K |
| August 26, 2026 | Bruderer Ernst W.Director | Sold | 2,000 | $55K |
| August 18, 2026 | Bruderer Ernst W.Director | Sold | 1,000 | $27.9K |
| August 12, 2026 | Bruderer Ernst W.Director | Soldpre-planned (10b5-1) | 1,000 | $27.6K |
| August 7, 2026 | Macleod James SDirector | Bought | 238 | $6.7K |
Who owns COSO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 101 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Patriot Financial Partners GP II, L.P. | 691,367 | -467,844 |
| BlackRock, Inc. | 584,198 | +92,165 |
| Two Sigma Investments, LP | 408,489 | +308,434 |
| Vanguard Capital Management LLC | 395,093 | -11,334 |
| North Reef Capital Management LP | 370,982 | +50,000 |
| Berkeley Capital Partners, LLC | 356,390 | -4,172 |
| Alliancebernstein L.P. | 347,546 | -50,027 |
| Mendon Capital Advisors Corp | 267,232 | -62,511 |
| Curi Capital, LLC | 250,001 | -52,950 |
| Fourthstone LLC | 225,211 | -875,293 |
| Raffles Associates LP | 224,276 | +102,995 |
| Geode Capital Management, LLC | 196,340 | +5,090 |
| EJF Capital LP | 192,676 | 0 |
| State Street Corp | 188,361 | +61,921 |
| Qube Research & Technologies Ltd | 127,213 | new |
| Morgan Stanley | 108,931 | +80,983 |
| KLCM Advisors, Inc. | 107,617 | 0 |
| Goldman Sachs Group Inc | 91,528 | -166,611 |
| Bleakley Financial Group, LLC | 90,307 | +2,171 |
| Citadel Advisors LLC | 88,947 | new |
Insiders
7 insiders reported holding 506,275 shares in total, about $14.4M at the last price.
| Holder | Shares |
|---|---|
| Macleod James SDirector | 231,266 |
| Stone Stephen R.PRESIDENT AND CEO, Director | 132,363 |
| Valduga Anthony P.CFO AND COO | 84,115 |
| Bruderer Ernst W.Director | 35,131 |
| Hemby Lauren M.CHIEF ACCOUNTING OFFICER | 13,069 |
| Turner Cameron BradleyCHIEF CREDIT OFFICER | 8,831 |
| High Michael BDirector | 1,5001,500 held indirectly |
Questions about COSO
What does CoastalSouth Bancshares, Inc. do?
CoastalSouth Bancshares, Inc. is a company in the Finance sector, listed on NYSE as COSO. Its shares trade on NYSE under the ticker COSO.
What is CoastalSouth Bancshares, Inc.'s net worth?
CoastalSouth Bancshares, Inc. has a market value (market cap) of $340.8M at the latest share price, and shareholders' equity of $261.9M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is CoastalSouth Bancshares, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $29.6M on revenue of $2.2M, a net margin of 1,351.5%.
How much revenue does CoastalSouth Bancshares, Inc. make?
Over the twelve months to September 30, 2026 CoastalSouth Bancshares, Inc. reported revenue of $2.2M.
When did CoastalSouth Bancshares, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 30, 2026.
When is CoastalSouth Bancshares, Inc.'s next earnings report?
CoastalSouth Bancshares, Inc.'s next report is expected around January 19, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values CoastalSouth Bancshares, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.