Cooke & Bieler LP Cuts Holdings in Glacier Bancorp, Inc. $GBCI

Cooke & Bieler LP trimmed its position in Glacier Bancorp, Inc. (NASDAQ:GBCI) by 3.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,894,739 shares of the bank’s stock after selling 90,340 shares during the quarter. Glacier Bancorp comprises about 1.5% of Cooke & Bieler LP’s investment portfolio, making the stock its 25th biggest position. Cooke & Bieler LP owned about 2.44% of Glacier Bancorp worth $140,887,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Ameritas Advisory Services LLC bought a new stake in shares of Glacier Bancorp in the 2nd quarter valued at approximately $26,000. EverSource Wealth Advisors LLC lifted its position in Glacier Bancorp by 218.8% in the second quarter. EverSource Wealth Advisors LLC now owns 714 shares of the bank’s stock worth $31,000 after buying an additional 490 shares during the last quarter. Mather Group LLC. purchased a new position in Glacier Bancorp during the third quarter worth $35,000. Farther Finance Advisors LLC increased its position in Glacier Bancorp by 20.4% during the third quarter. Farther Finance Advisors LLC now owns 1,609 shares of the bank’s stock valued at $78,000 after acquiring an additional 273 shares during the last quarter. Finally, AlphaQuest LLC raised its stake in shares of Glacier Bancorp by 9.5% in the second quarter. AlphaQuest LLC now owns 3,001 shares of the bank’s stock valued at $129,000 after acquiring an additional 260 shares during the period. 80.17% of the stock is currently owned by hedge funds and other institutional investors.

Glacier Bancorp Stock Performance

Shares of GBCI stock opened at $48.01 on Monday. Glacier Bancorp, Inc. has a 12-month low of $36.76 and a 12-month high of $51.98. The business’s fifty day simple moving average is $44.71 and its 200-day simple moving average is $45.55. The company has a current ratio of 0.81, a quick ratio of 0.81 and a debt-to-equity ratio of 0.63. The company has a market cap of $6.24 billion, a PE ratio of 28.75 and a beta of 0.75.

Glacier Bancorp (NASDAQ:GBCI) last released its quarterly earnings results on Thursday, January 22nd. The bank reported $0.49 EPS for the quarter, missing analysts’ consensus estimates of $0.62 by ($0.13). Glacier Bancorp had a net margin of 14.99% and a return on equity of 5.98%. During the same period in the previous year, the firm earned $0.54 earnings per share. Analysts expect that Glacier Bancorp, Inc. will post 2.45 earnings per share for the current fiscal year.

Glacier Bancorp Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Tuesday, December 9th were paid a $0.33 dividend. The ex-dividend date was Tuesday, December 9th. This represents a $1.32 dividend on an annualized basis and a yield of 2.7%. Glacier Bancorp’s dividend payout ratio (DPR) is 66.33%.

Key Headlines Impacting Glacier Bancorp

Here are the key news stories impacting Glacier Bancorp this week:

• Positive Sentiment: Strong core earnings drivers — net interest income surged (39% YoY for Q4) driven by loan growth and higher loan yields; total assets topped $30B and deposits/loans grew double digits, supporting longer‑term revenue expansion. GlobeNewswire: Results for the Quarter and Period Ended Dec 31, 2025
• Positive Sentiment: Dividend intact — company declared a $0.33 quarterly dividend (163rd consecutive), which supports income investors and signals management confidence in capital. Quiver/PR summary: Q4 & Annual Results
• Positive Sentiment: Acquisition expands footprint — closing of Guaranty Bancshares added ~$3.36B in assets and Glacier entered Texas, increasing scale and cross‑sell opportunity. (This also explains near‑term integration costs.) GlobeNewswire: Guaranty acquisition
• Neutral Sentiment: Management outlook / efficiency target — company is guiding to a mid‑50s efficiency ratio in 2026 as acquisition costs roll off and synergies are realized; this is a key execution item for investors. Seeking Alpha: Targets mid‑50s efficiency ratio
• Neutral Sentiment: Revenue beat but mixed headline — some outlets note revenue/total income beat expectations even as EPS dynamics were mixed; listen to the earnings call for detail on forward levers. Investing.com: Q4 revenue tops expectations
• Negative Sentiment: EPS miss and higher near‑term costs — Q4 EPS of $0.49 missed consensus (~$0.59–$0.62), driven by $27M+ of acquisition‑related credit loss expense and other integration costs; that drove the immediate negative market reaction. Zacks: Q4 earnings lag estimates
• Negative Sentiment: Credit metrics pressure — non‑performing assets and early stage delinquencies rose (partly acquisition‑related), and the provision for credit losses jumped materially in 2025; monitor ACL, NPAs and charge‑offs during integration. GlobeNewswire: Credit quality and provisions

Analysts Set New Price Targets

Several brokerages have issued reports on GBCI. Raymond James Financial dropped their target price on Glacier Bancorp from $55.00 to $49.00 and set an “outperform” rating for the company in a research report on Monday, October 20th. Keefe, Bruyette & Woods raised Glacier Bancorp from a “market perform” rating to an “outperform” rating and set a $55.00 price target for the company in a research note on Monday, December 15th. Piper Sandler upgraded Glacier Bancorp from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $50.00 to $58.00 in a report on Thursday, December 18th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $58.00 price objective on shares of Glacier Bancorp in a research report on Wednesday, November 12th. One investment analyst has rated the stock with a Strong Buy rating and five have given a Buy rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $53.60.

Insider Activity at Glacier Bancorp

In related news, CFO Ron J. Copher acquired 2,400 shares of the stock in a transaction dated Wednesday, November 5th. The stock was acquired at an average cost of $41.17 per share, for a total transaction of $98,808.00. Following the completion of the purchase, the chief financial officer owned 96,626 shares of the company’s stock, valued at approximately $3,978,092.42. This represents a 2.55% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Randall M. Chesler bought 2,437 shares of the business’s stock in a transaction that occurred on Wednesday, November 5th. The stock was purchased at an average cost of $40.91 per share, for a total transaction of $99,697.67. Following the completion of the transaction, the chief executive officer owned 7,422 shares in the company, valued at $303,634.02. This trade represents a 48.89% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 8,852 shares of company stock valued at $364,484 over the last 90 days. Company insiders own 0.53% of the company’s stock.

About Glacier Bancorp

Glacier Bancorp, Inc is a bank holding company headquartered in Kalispell, Montana, serving communities across the western United States. Through its primary banking subsidiary, Glacier Bank, the company offers a range of financial products, including commercial and consumer lending, deposit accounts, treasury management, mortgage banking, wealth management and insurance services. With locations in dozens of branches across Montana, Idaho, Wyoming, Nevada, Utah, Washington, Colorado and Arizona, it caters to individuals, small businesses and agribusiness clients.

Since its establishment in the mid-20th century as a community-focused savings institution, Glacier Bancorp has grown through both organic expansion and strategic acquisitions of regional banks, strengthening its presence in local markets.