Nicolet Bankshares (NIC)

Nicolet Advisory Services, LLC • Nicolet Insurance Services, LLC • Nicolet Investments, Inc. • Nicolet Joint Ventures, LLC • NNB Properties, LLC • 1st Source Solar 8, LLC ...

SEC advisor number

801-108012

FINRA CRD number

283940

AUM ?

$2.93 bn (as of 14 Apr 23)

Accounts

10,191 (as of 14 Apr 23)

Employees

58 (32 investment advisory or research)

Address

Nicolet Bankshares
111 N WASHINGTON ST
GREEN BAY
WI 54301

Office hours

Monday - Friday, 8:00 AM - 5:00 PM

Phone

920 430 1400

Brochures

NIC stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$122.00

Low target

$115.00

High target

$131.00

Keefe, Bruyette & Woods

Ownership

Owner	Title	From	%Ownership
Nicolet Bankshares, Inc.	Sole Member	03/2016	> 75%
Madson, Patrick, Joseph	President	03/2016	< 5%
Bobinski, Jill, Elizabeth	Chief Operations Officer	01/2020	< 5%
Longlais, Adam, E	Chief Investment Officer	01/2020	< 5%
Hufford, Joshua, M	Chief Compliance Officer	01/2022	< 5%
Moore, H., Phillip	Chief Financial Officer	05/2021	< 5%

Latest filings (excl ownership)

View all

8-K

Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders

25 Feb 25

Nicolet Bankshares, Inc. Announces 2024 Results

21 Jan 25

8-K

Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders

1 Nov 24

Nicolet Bankshares, Inc. Announces Third Quarter 2024 Results

15 Oct 24

N-PX

Annual report of proxy voting record

21 Aug 24

8-K

Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders

5 Aug 24

Nicolet Bankshares, Inc. Announces Second Quarter 2024 Results

16 Jul 24

Latest ownership filings

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ROBERT BRUCE ATWELL

26 Feb 25

144

Notice of proposed sale of securities

Quarterly holdings report by institutional manager

13 Feb 25

144

Notice of proposed sale of securities

Notice of proposed sale of securities

28 Jan 25

144

Notice of proposed sale of securities

27 Jan 25

ROBERT J WEYERS

23 Jan 25

Financial summary

Financial statements Chart NIC financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q4 2024

NIC institutional ownership history Ownership history

47.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	150	136	+10.3%
Opened positions	25	30	-16.7%
Closed positions	11	10	+10.0%
Increased positions	69	38	+81.6%
Reduced positions	28	39	-28.2%

13F shares	Current	Prev Q	Change
Total value	649.65 bn	567.24 bn	+14.5%
Total shares	7.17 mm	6.88 mm	+4.2%
Total puts	300.00	2.90 k	-89.7%
Total calls	5.60 k	4.40 k	+27.3%
Total put/call ratio	0.1	0.7	-91.9%

Largest owners	Shares	Value	Change
BlackRock	1.09 mm	$114.81 bn	+1.8%
NIC Nicolet Bankshares	842.39 k	$88.38 mm	-3.1%
Vanguard	737.12 k	$77.33 bn	-0.3%
Dimensional Fund Advisors	641.74 k	$67.33 bn	+3.5%
FMR	510.02 k	$53.51 bn	-13.5%
STT State Street	417.60 k	$43.81 bn	+9.4%
Alliancebernstein	350.69 k	$36.79 bn	-0.5%
Geode Capital Management	303.75 k	$31.87 bn	+0.1%
Manufacturers Life Insurance Company, The	232.49 k	$24.39 bn	-1.1%
JHG Janus Henderson	180.22 k	$18.91 bn	+5.1%

Largest transactions	Shares	Bought/sold	Change
FMR	510.02 k	-79.75 k	-13.5%
JPM JPMorgan Chase & Co.	76.39 k	+43.57 k	+132.8%
Weiss Asset Management	43.00 k	+43.00 k	NEW
STT State Street	417.60 k	+35.84 k	+9.4%
NIC Nicolet Bankshares	842.39 k	-27.37 k	-3.1%
Renaissance Technologies	23.58 k	+23.58 k	NEW
Dimensional Fund Advisors	641.74 k	+21.82 k	+3.5%
GS The Goldman Sachs Group, Inc.	99.51 k	+19.94 k	+25.1%
BlackRock	1.09 mm	+19.28 k	+1.8%
Martingale Asset Management L P	18.09 k	+18.09 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

NIC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
24 Feb 25	Robert Bruce Atwell	Common Stock	Sell	Dispose S	No	No	117.651	3,102	364.95 k	33,816
24 Feb 25	Robert Bruce Atwell	Common Stock	Payment of exercise	Dispose F	No	No	117.8	6,898	812.58 k	36,918
24 Feb 25	Robert Bruce Atwell	Common Stock	Option exercise	Acquire M	No	No	48.85	10,000	488.50 k	43,816
24 Feb 25	Robert Bruce Atwell	Stock Option Common Stock	Option exercise	Dispose M	No	No	48.85	10,000	488.50 k	75,000
12 Feb 25	Robert Bruce Atwell	Common Stock	Payment of exercise	Dispose F	No	No	118.38	6,501	769.59 k	33,816
12 Feb 25	Robert Bruce Atwell	Common Stock	Option exercise	Acquire M	No	No	48.85	10,000	488.50 k	40,317
12 Feb 25	Robert Bruce Atwell	Common Stock	Sell	Dispose S	No	No	118.08	3,975	469.37 k	30,317
12 Feb 25	Robert Bruce Atwell	Common Stock	Payment of exercise	Dispose F	No	No	118.38	6,025	713.24 k	34,292
12 Feb 25	Robert Bruce Atwell	Common Stock	Option exercise	Acquire M	No	No	48.85	10,000	488.50 k	40,317
12 Feb 25	Robert Bruce Atwell	Stock Option Common Stock	Option exercise	Dispose M	No	No	48.85	10,000	488.50 k	85,000