Ridgepost Capital, Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $313m, up 4.4% on a year earlier, faster than the 2.2% growth a quarter earlier. That puts it 28 of 31 for growth among the asset management & custody banks companies we cover.
Our model value for Ridgepost Capital is under review, so past values are not shown until it is resolved.
Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Ridgepost Capital, Inc.'s trailing-twelve-month revenue grew 4.4% year on year, with a free-cash-flow margin of 17.1%. Where it lags: revenue growth of 4.4% ranks 37 of 43 asset management & custody banks companies we cover.
Current signal Net income rising while operating cash flow falls: TTM net income grew 87.6% while operating cash flow fell 12.6% — earnings and cash are telling different stories.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
No model value for Ridgepost Capital, Inc. at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.
The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.
We value Ridgepost Capital, Inc. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.97 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$10 ~$8.7–$14 | Primary model, counts double |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$2.7 ~$1.9–$3.7 | Included |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$2.0 ~$1.8–$2.3 | Included |
| Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. | ~$6.5 ~$6.7–$19 | Included |
| Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. | ~$1.9 ~$1.7–$2.3 | Left out: out of range vs price (0.20x) |
| Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. | — | Combined value withheld. Review the individual models and their assumptions. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ridgepost Capital, Inc. with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Next results: November 4, 2026, before the open. Analysts expect revenue of $97m and EPS of $0.26 (range $0.24 to $0.27) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $1.01 | +9% | $357m | +20% |
| Next | $1.15 | +14% | $428m | +20% |
Next year's EPS estimate has moved −4.9% in 90 days, across 4 analysts.
The consensus EPS forecast for the current fiscal year is −2.3% on 90 days ago. In the last 30 days, 1 analyst raised Ridgepost Capital, Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $1.03 | $1.21 |
| 60 days ago | $1.00 | $1.16 |
| 30 days ago | $1.00 | $1.16 |
| 7 days ago | $1.01 | $1.16 |
| Now | $1.01 | $1.15 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.23 | $0.24 | +5.5% |
| Mar 2026 | $0.20 | $0.22 | +8.2% |
| Dec 2025 | $0.24 | $0.26 | +8.3% |
| Sept 2025 | $0.23 | $0.24 | +3.6% |
Adjusted EPS as companies report it, against the average analyst estimate.
Last 12 months −3.7%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $300m | $313m | +4.4% |
| Net margin | 4.9% | 8.7% | +79.7% |
| P/E multiple | 81.5x | 41.3x | −49.3% |
| Share count | 119m | 118m | +1.2% |
Biggest factor: p/e multiple.
Last 3 years −0.2%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $228m | $313m | +37.2% |
| Net margin | 5.5% | 8.7% | +58.0% |
| P/E multiple | 93.8x | 41.3x | −55.9% |
| Share count | 123m | 118m | +4.4% |
Biggest factor: p/e multiple.
| Calendar year | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|
| Return | |||||
| RPC | −23% | −3% | +25% | −21% | −1% |
| Industry peers (median) | −17% | +19% | +15% | −4% | −6% |
| S&P 500 | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | |||||
| RPC | 33% | 67% | 67% | 33% | 64% |
| S&P 500 | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | |||||
| RPC | −30% | −28% | −30% | −36% | −37% |
| S&P 500 | −25% | −10% | −8% | −19% | −9% |
Worst fall since October 21, 2021: 52% from December 7, 2021 to April 30, 2024. Getting back needed a 106% gain, and the shares have not yet recovered.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 5, 2026 | −2.8% | −0.4% | −2.4% | −4.9% |
| May 8, 2026 | −0.5% | +1.1% | −2.4% | −1.8% |
| February 12, 2026 | −17.8% | −1.5% | −19.6% | −30.5% |
| November 6, 2025 | 0.0% | −1.0% | −6.6% | −7.2% |
| August 7, 2025 | +3.0% | +0.7% | +5.1% | +2.0% |
| May 8, 2025 | +2.2% | +0.6% | +6.9% | −13.0% |
| February 12, 2025 | −5.4% | +0.7% | −3.3% | −14.4% |
| November 7, 2024 | +2.2% | +1.2% | +4.1% | +16.6% |
| August 8, 2024 | +8.3% | +2.8% | +15.1% | +17.1% |
| May 8, 2024 | +6.6% | +0.6% | +8.5% | +6.6% |
| February 29, 2024 | −8.5% | +1.3% | −11.6% | −6.9% |
| November 9, 2023 | −5.9% | +0.8% | −8.4% | −3.9% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY23 Q3 | $237M |
| FY23 Q4 | $241.7M |
| FY24 Q1 | $250.6M |
| FY24 Q2 | $259.2M |
| FY24 Q3 | $274.5M |
| FY24 Q4 | $296.4M |
| FY25 Q1 | $298M |
| FY25 Q2 | $299.6M |
| FY25 Q3 | $301.3M |
| FY25 Q4 | $297.3M |
| FY26 Q1 | $304.7M |
| FY26 Q2 | $312.9M |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY23 Q3 | 27.7% |
| FY23 Q4 | 21.9% |
| FY24 Q1 | 18.0% |
| FY24 Q2 | 13.7% |
| FY24 Q3 | 15.8% |
| FY24 Q4 | 22.6% |
| FY25 Q1 | 18.9% |
| FY25 Q2 | 15.6% |
| FY25 Q3 | 9.8% |
| FY25 Q4 | 0.3% |
| FY26 Q1 | 2.2% |
| FY26 Q2 | 4.4% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY23 Q3 | 9.0% |
| FY23 Q4 | 8.7% |
| FY24 Q1 | 11.2% |
| FY24 Q2 | 13.4% |
| FY24 Q3 | 15.7% |
| FY24 Q4 | 20.4% |
| FY25 Q1 | 20.0% |
| FY25 Q2 | 20.2% |
| FY25 Q3 | 20.7% |
| FY25 Q4 | 22.0% |
| FY26 Q1 | 24.3% |
| FY26 Q2 | 23.6% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY23 Q3 | 26.2% |
| FY23 Q4 | 19.2% |
| FY24 Q1 | 14.7% |
| FY24 Q2 | 24.2% |
| FY24 Q3 | 26.1% |
| FY24 Q4 | 32.6% |
| FY25 Q1 | 26.8% |
| FY25 Q2 | 19.2% |
| FY25 Q3 | 7.6% |
| FY25 Q4 | 6.1% |
| FY26 Q1 | 13.4% |
| FY26 Q2 | 17.1% |
| Fiscal year | 2019 Dec 2019 | 2020 Dec 2020 | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 | LTM Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 45 | 67 | 151 | 198 | 242 | 296 | 297 | 313 |
| EBITDA | 13 | 9 | 41 | 44 | 22 | 62 | 67 | 76 |
| Operating income | 13 | 9 | 40 | 43 | 21 | 61 | 66 | 74 |
| Net income | 12 | 23 | 9 | 29 | −7 | 19 | 20 | 27 |
| Diluted EPS | $0.19 | $0.36 | $0.08 | $0.24 | −$0.06 | $0.16 | $0.17 | $0.23 |
| Growth (year on year) | ||||||||
| Revenue | — | +50.0% | +123.5% | +31.8% | +21.9% | +22.6% | +0.3% | +4.4% |
| EBITDA | — | −31.5% | +361.9% | +8.1% | −50.7% | +184.2% | +9.5% | +22.7% |
| Operating income | — | −32.2% | +364.3% | +7.6% | −51.8% | +189.8% | +8.1% | +21.9% |
| Net income | — | +93.3% | −60.3% | +218.4% | −124.4% | — | +4.3% | +87.6% |
| Diluted EPS | — | +89.5% | −77.8% | +200.0% | −125.0% | — | +6.3% | +89.9% |
| Margins | ||||||||
| EBITDA margin | 28.6% | 13.1% | 27.0% | 22.1% | 9.0% | 20.8% | 22.7% | 24.3% |
| Operating margin | 28.5% | 12.9% | 26.8% | 21.9% | 8.7% | 20.4% | 22.0% | 23.6% |
| Net margin | 26.6% | 34.3% | 6.1% | 14.7% | −3.0% | 6.3% | 6.6% | 8.7% |
| Free-cash-flow margin | 37.4% | 15.8% | 32.5% | 30.4% | 19.2% | 32.6% | 6.1% | 17.1% |
| Cash flow | ||||||||
| Cash from operations | 17 | 11 | 49 | 62 | 48 | 101 | 23 | 56 |
| Capital spending | 0 | 0 | 0 | 1 | 1 | 4 | 5 | 2 |
| Free cash flow | 17 | 11 | 49 | 60 | 47 | 97 | 18 | 53 |
| Stock-based pay | 0 | 1 | 4 | 19 | 35 | 30 | 37 | 21 |
| Free cash flow after stock pay | 16 | 10 | 45 | 42 | 12 | 66 | −19 | 32 |
| Balance sheet | ||||||||
| Cash | 19 | 12 | 41 | 20 | 30 | 67 | 28 | 37 |
| Total debt | 0 | 290 | 212 | 289 | 290 | 320 | 373 | 491 |
| Net debt (negative = net cash) | −19 | 278 | 172 | 269 | 259 | 252 | 345 | 454 |
| Diluted shares | — | 65m | 112m | 122m | 116m | 120m | 118m | 118m |
| Returned to shareholders | ||||||||
| Dividends | — | 0 | 0 | 11 | 15 | 15 | 16 | 17 |
| Total returned | — | 0 | 0 | 11 | 15 | 15 | 16 | 17 |
| Quarter | 2024 Q3 Sept 2024 | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 74 | 85 | 68 | 73 | 76 | 81 | 75 | 81 |
| EBITDA | 9 | 23 | 12 | 18 | 11 | 26 | 20 | 18 |
| Operating income | 9 | 23 | 11 | 18 | 11 | 26 | 20 | 18 |
| Net income | 1 | 5 | 5 | 3 | 2 | 9 | 8 | 7 |
| Diluted EPS | $0.01 | $0.04 | $0.04 | $0.03 | $0.02 | $0.08 | $0.08 | $0.06 |
| Growth (year on year) | ||||||||
| Revenue | +26.0% | +34.8% | +2.3% | +2.3% | +2.3% | −4.7% | +10.9% | +11.3% |
| EBITDA | — | +317.5% | −5.8% | +6.4% | +23.6% | +14.4% | +73.6% | +0.4% |
| Operating income | — | +327.8% | −7.2% | +5.3% | +21.2% | +13.3% | +75.0% | −0.1% |
| Net income | — | — | −9.9% | −51.6% | — | +79.0% | +87.8% | +115.5% |
| Diluted EPS | — | — | 0.0% | −50.0% | — | +100.0% | +100.0% | +100.0% |
| Margins | ||||||||
| EBITDA margin | 12.2% | 27.2% | 17.1% | 25.0% | 14.7% | 32.7% | 26.8% | 22.5% |
| Operating margin | 11.9% | 26.9% | 16.6% | 24.4% | 14.1% | 31.9% | 26.2% | 21.9% |
| Net margin | 1.9% | 6.2% | 6.7% | 4.7% | 2.8% | 11.7% | 11.3% | 9.0% |
| Free-cash-flow margin | 34.0% | 31.5% | −8.9% | 15.9% | −12.6% | 27.2% | 22.3% | 29.9% |
| Cash flow | ||||||||
| Cash from operations | 27 | 28 | −5 | 13 | −9 | 23 | 17 | 24 |
| Capital spending | 2 | 1 | 1 | 2 | 1 | 1 | 0 | 0 |
| Free cash flow | 25 | 27 | −6 | 12 | −10 | 22 | 17 | 24 |
| Stock-based pay | 2 | 7 | 7 | 3 | 2 | 8 | 9 | 2 |
| Free cash flow after stock pay | 23 | 19 | −13 | 9 | −12 | 14 | 8 | 22 |
| Last 12 months unless stated | RPC | SII | ALTI | ABX | NOAH | PAX | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $313m | $285m | $277m | $267m | $373m | $382m | $858m |
| Revenue growth, last 12 months | 4.4% | 59.6% | 30.0% | 65.3% | 4.8% | 2.0% | 17.2% |
| Revenue growth, 3-year average | 11.1% | — | 23.4% | 77.1% | 57.3% | — | 10.2% |
| Revenue growth, latest quarter | 11.3% | — | 10.8% | 29.9% | — | — | 14.4% |
| Gross margin | — | — | — | 88.4% | 64.4% | 63.2% | 80.2% |
| Operating margin | 23.6% | — | −22.2% | 31.8% | 29.8% | 51.7% | 25.8% |
| Operating margin, 3-year average | 19.1% | — | −29.2% | 23.6% | 28.4% | — | 18.8% |
| Net margin | 8.7% | 23.6% | −40.9% | 10.5% | 21.4% | 22.4% | 15.2% |
| Cash from operations / revenue | 17.8% | 34.3% | 0.6% | 34.0% | 37.4% | 74.0% | 26.4% |
| Free-cash-flow margin | 17.1% | 33.6% | 0.3% | 33.5% | 32.3% | 71.3% | 21.9% |
| Free-cash-flow margin, 3-year average | 20.2% | — | −18.3% | −47.5% | 10.5% | — | 17.6% |
| Stock pay / revenue | 6.7% | 0.0% | 12.8% | 8.6% | 2.6% | 9.6% | 3.7% |
| Change in share count | −1.2% | −0.2% | — | 15.0% | −0.1% | 4.4% | −0.2% |
| Measure | Company | Peer median | Rank |
|---|---|---|---|
| Revenue growth Growth | 4.4% | 17.2% | 37 of 43 |
| Change in growth rate Growth | +2.2pp | +1.0pp | 18 of 43 |
| Operating margin Profitability | 23.6% | 23.7% | 15 of 27 |
| Net margin Profitability | 8.7% | 15.2% | 29 of 43 |
| Stock pay as % of revenue Cash generation | 6.7% | 4.3% | 24 of 40 |
| Change in share count Balance sheet | -1.2% | -0.3% | 14 of 33 |
Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Management and Advisory Fees | $292M | 98.4% | ▲ 0.8% |
| Management Fees (part of Management and Advisory Fees) | $285M | 97.4% | ▲ 0.2% |
| Advisory Fees (part of Management and Advisory Fees) | $7.6M | 2.6% | ▲ 32.3% |
| Other Revenue | $4.9M | 1.6% | ▼ 22.0% |
| Other Revenue Excluding Subscription and Consulting and Referral Fee (part of Other Revenue) | $4.1M | 84.5% | ▼ 26.4% |
| Subscription (part of Other Revenue) | $751,000 | 15.5% | ▲ 15.5% |
From Ridgepost Capital, Inc.'s 10-K filed February 27, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Blackrock, Inc. | $35M | 4.5M | 9.1% | ▲ 11.2% |
| Capital World Investors | $30.6M | 3.9M | 8.0% | ▲ 2.7% |
| Caz Investments LP | $30.5M | 3.9M | 8.0% | New |
| Nomura Asset Management International Inc. | $28.4M | 3.6M | 7.4% | ▲ 0.2% |
| River Road Asset Management, LLC | $25.6M | 3.3M | 6.7% | ▼ 4.0% |
| FMR LLC | $25.4M | 3.2M | 6.6% | ▼ 39.4% |
| Vanguard Portfolio Management LLC | $22.6M | 2.9M | 5.9% | ▲ 5.2% |
| Vanguard Capital Management LLC | $21.8M | 2.8M | 5.7% | ▼ 0.3% |
| Jpmorgan Chase & Co | $21.1M | 2.8M | 5.5% | ▲ 1.6% |
| Massachusetts Financial Services Co | $19.6M | 2.5M | 5.1% | ▼ 5.0% |
| State Street Corp | $13.6M | 1.7M | 3.5% | ▲ 3.5% |
| Geode Capital Management, LLC | $12.2M | 1.6M | 3.2% | ▲ 6.6% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ridgepost Capital, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Stewart Robert B Jr Director | March 31, 2026 | Buy | 7,000 | $7.27 | $50,890 |
| Mccoy David M. Director | March 23, 2026 | Buy | 70,000 | $7.37 | $515,900 |
| Mccoy David M. Director | March 23, 2026 | Buy | 70,000 | $7.37 | $515,900 |
| Charles K. Huebner Trust 10% owner | March 12, 2026 | Buy | 12,500 | $7.31 | $91,375 |
| Stewart Robert B Jr Director | February 24, 2026 | Buy | 5,000 | $8.27 | $41,350 |
| Stewart Robert B Jr Director | February 19, 2026 | Buy | 10,000 | $8.65 | $86,500 |
| Charles K. Huebner Trust 10% owner | February 19, 2026 | Buy | 20,000 | $8.68 | $173,600 |
| Williams Mel 10% owner | November 21, 2025 | Sell | 18,427 | $9.02 | $166,212 |
| Poston Edwin A. Director | November 21, 2025 | Sell | 18,427 | $9.02 | $166,212 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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