Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge rates COSO Bullish with a Setup Score of 34, net conviction 28, actionability 42. How the Setup Score works →
| Total Setup Score | 34 |
|---|---|
| Directional Bias | Bullish |
| Net Conviction | 28 |
| Actionability | 42 (in range) |
CoastalSouth Bancshares, Inc. operates as the bank holding company for Coastal States Bank that provides various banking products and services to retail and commercial customers. The company accepts various deposits, including checking, savings, money market, and certificates of deposits, as well as demand deposits accounts and interest-bearing products. Read full Trend Edge analysis →
| Current Price | $26.80 |
|---|---|
| Market Cap | $325M |
| Float | 7.9M |
| Shares Outstanding | 12.0M |
| P/E (TTM) | 12.16 |
| Price/Sales (TTM) | 3.97 |
| Profit Margin | 31.88% |
| Operating Margin (TTM) | 40.58% |
| Revenue (TTM) | $82.1M |
| Earnings Growth (YoY) | 8.50% |
| Dividend Rate | 0.2% |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 2020 | $43.9M | $6.4M | $34.9M | $9.4M |
| 2021 | $56.8M | $12.3M | $50.7M | $16.9M |
| 2022 | $76.4M | $18.2M | $61.7M | $25.5M |
| 2023 | $114M | $24.5M | $72.0M | $33.6M |
| 2024 | $130M | $21.9M | $70.8M | $29.4M |
| 2025 | $136M | $24.9M | $78.8M | $33.5M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Jun 2025 | $33.6M | $6.0M |
| Sep 2025 | $35.0M | $6.7M |
| Dec 2025 | $35.3M | $7.1M |
| Mar 2026 | $34.5M | $6.3M |
| Insider Ownership | 12.4% |
|---|---|
| Institutional Ownership | 64.8% |
| Short Float | 2.0% |
| % of All Funds Holding | 0.90% |
| Number of Funds Holding | 74 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $25.89 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $23.98 | Medium-term trend |
| Weekly | 80-Week SMA | $0.00 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $0.00 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $23.98 | Near-term monthly trend |
| Monthly | 20-Month SMA | $0.00 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $0.00 | Secular monthly trend |
Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
| Price Level | Type | Volume Ratio | Age |
|---|---|---|---|
| $24.80 | support | 1.77x | 1 months ago |
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | 0.00% | 0.00% | 40.00% | 1.52% | -0.87% |
| 1 Day | -0.78% | -0.38% | 40.00% | 1.10% | -3.89% |
| 1 Week | -0.23% | -0.51% | 20.00% | 4.79% | -3.70% |
| 2 Weeks | 0.02% | -0.20% | 20.00% | 6.53% | -4.89% |
| 1 Month | 3.56% | 3.76% | 100.00% | 5.56% | 1.16% |
Next earnings: July 27, 2026 (41 days away)
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
Institutional holder breakdown coming soon.
Total institutional ownership: 64.8%
Total insider ownership: 12.4%
| Total Filings | 15 |
|---|---|
| Net Value | +$84,851.28 |
| Net Shares Change | 159,317 |
| % of Float | 2.0% |
| C-Suite Filings | 6 |
| Clusters Detected | 1 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| Topper Joseph V. Jr. | +$2.1M | 1 | 1 buy | |
| Richardson James N. Jr. | +$430,000 | 1 | 1 buy | |
| Gutin Boris | +$236,500 | 1 | 1 buy | |
| Hemby Lauren M. | CHIEF ACCOUNTING OFFICER | +$96,750 | 1 | 1 buy |
| Valduga Anthony P. | CFO AND COO | -$85,528.72 | 2 | 1 buy, 1 sell |
| Stone Stephen R. | PRESIDENT AND CEO | +$52,130 | 2 | 2 buy |
| HIGH MICHAEL B | +$37,710 | 1 | 1 buy | |
| Turner Cameron Bradley | CHIEF CREDIT OFFICER | +$21,500 | 1 | 1 buy |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2025-07-07 – 2025-07-07 | 12 | 12 | +$3.5M | 4 C-suite |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-05-06 | Valduga Anthony P. | CFO AND COO | -$117,778.72 | Transaction at $25.84, now +3.7% |
| 2026-03-09 | Stone Stephen R. | PRESIDENT AND CEO | +$4,830 | Transaction at $24.15, now +11.0% |
| 2026-02-12 | HIGH MICHAEL B | +$37,710 | Transaction at $25.14, now +6.6% | |
| 2025-07-07 | Hemby Lauren M. | CHIEF ACCOUNTING OFFICER | +$96,750 | Transaction at $21.50, now +24.7% |
| 2025-07-07 | Turner Cameron Bradley | CHIEF CREDIT OFFICER | +$21,500 | Transaction at $21.50, now +24.7% |
| 2025-07-07 | Valduga Anthony P. | CFO AND COO | +$32,250 | Transaction at $21.50, now +24.7% |
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for CoastalSouth Bancshares, Inc. (COSO) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.
Get the full AI Consult analysis for COSO on Trend Edge →