Insider Trading July 9, 2026 12:33 PM

Velocity Financial Accounting Officer Executes Pre-Arranged Stock Sale

Fiona Tam divests 68 shares under Rule 10b5-1 plan; company reports Q1 revenue beat despite EPS miss.

By Avery Klein
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VEL

Fiona Tam, Chief Accounting Officer at Velocity Financial, Inc. (NYSE:VEL), executed a sale of 68 shares on July 7, 2026, totaling $1,292 at a price of $19.00 per share. This transaction, conducted under a Rule 10b5-1 trading plan adopted on March 14, 2026, leaves Ms. Tam with 48,361 direct shares. The sale price exceeds the current trading price of $17.54 and the company's P/E ratio of 6.28. Velocity Financial recently reported Q1 2026 earnings with significant revenue growth but a slight EPS miss. Citizens raised its price target to $23.50 following strong revenue performance. The company also appointed Dean Thevaos as Chief Technology Officer to modernize its platform.

Velocity Financial Accounting Officer Executes Pre-Arranged Stock Sale
VEL
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Key Points

  • Insider Transaction: Fiona Tam, Chief Accounting Officer, sold 68 shares at $19.00 each on July 7, 2026, under a pre-arranged Rule 10b5-1 plan adopted in March 2026.
  • Financial Performance: Velocity Financial reported Q1 2026 revenue of $85.23 million, beating forecasts by 24.42%, though EPS of $0.57 missed expectations by 5%.
  • Analyst Action & Leadership: Citizens raised its price target to $23.50 based on strong revenue, and Dean Thevaos was appointed CTO to modernize the platform.

Velocity Financial, Inc. (NYSE:VEL) reported a recent insider transaction involving its Chief Accounting Officer, Fiona Tam. On July 7, 2026, Ms. Tam sold 68 shares of the company's common stock. The transaction resulted in total proceeds of $1,292, with each share sold at a price of $19.00.

According to market data, the stock is currently trading at $17.54, which is below the price at which Ms. Tam executed her sale. The company's price-to-earnings (P/E) ratio stands at 6.28. Analysis from InvestingPro suggests that VEL may be undervalued at its current levels, noting that the stock trades at a low P/E ratio relative to near-term earnings growth. This assessment places VEL on InvestingPro's list of undervalued stocks, highlighting key insights available to subscribers regarding potential valuation opportunities.

The sale was carried out under a Rule 10b5-1 trading plan, which Ms. Tam adopted on March 14, 2026. Following this transaction, Ms. Tam's direct holdings in Velocity Financial common stock total 48,361 shares.

In other recent developments, Velocity Financial reported its first-quarter 2026 earnings results, presenting a mixed financial picture. The company achieved revenue of $85.23 million, which significantly surpassed the forecast of $68.5 million. This performance marked a 24.42% surprise above expectations. However, the company's earnings per share (EPS) of $0.57 missed the expected $0.60, representing a 5% shortfall.

Following the release of these results, Citizens raised its price target for Velocity Financial to $23.50 from $22.00, while maintaining a Market Outperform rating. The firm cited the strong revenue performance as a key factor in its decision to adjust the target.

Additionally, Velocity Financial announced the appointment of Dean Thevaos as Chief Technology Officer. Mr. Thevaos is tasked with modernizing the company's platform and expanding its product capabilities. These appointments and financial results highlight the company's ongoing efforts to enhance its operational infrastructure.

Risks

  • Earnings Miss: The company's EPS of $0.57 missed the expected $0.60 by 5%, indicating potential pressure on bottom-line profitability despite revenue growth.
  • Valuation Discrepancy: The stock trades at $17.54, below the insider sale price of $19.00, which may reflect market skepticism or broader sector valuation constraints.
  • Execution Risk: The appointment of a new CTO to modernize the platform introduces execution risk associated with technological transformation and product expansion.

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