Insider Trading January 26, 2026

Velocity Financial Executive Disposes of $35,400 in Stock as Company Posts Strong Preliminary Q4 Results

Sale by Capital Markets EVP is small relative to holdings amid robust profitability and a planned $500M note offering

By Avery Klein VEL
Velocity Financial Executive Disposes of $35,400 in Stock as Company Posts Strong Preliminary Q4 Results
VEL

Jeffrey T. Taylor, Executive Vice President for Capital Markets at Velocity Financial, Inc. (NYSE: VEL), sold 1,770 shares of common stock on January 26, 2026, for $20.00 per share, generating $35,400 in proceeds while retaining a direct stake of 184,137 shares. The transaction occurred close to the stock's trading price at the time. Separately, Velocity reported preliminary, unaudited fourth-quarter 2025 results showing a notable increase in net income and earnings per share, announced a sizable senior note shelf for its subsidiary, and executed the sale of non-performing loans as part of a new servicing arrangement.

Key Points

  • Jeffrey T. Taylor sold 1,770 Velocity Financial shares on January 26, 2026 at $20.00 per share, totaling $35,400; he still directly owns 184,137 shares.
  • Velocity Financial reported preliminary unaudited Q4 2025 results showing net income of at least $35 million - a 70% increase - and diluted EPS of at least $0.90, up 56% year-over-year. Loan originations were about $635 million, up 13%.
  • The company's subsidiary, Velocity Commercial Capital, LLC, plans to offer up to $500 million in senior notes due 2031 to qualified institutional buyers and certain non-U.S. persons, and Velocity agreed to sell $133.2 million in non-performing loans while beginning a third-party servicing arrangement.

Jeffrey T. Taylor, who serves as Executive Vice President, Capital Markets at Velocity Financial, Inc. (NYSE: VEL), completed a sale of common stock on January 26, 2026. The disposal consisted of 1,770 shares priced at $20.00 apiece, producing total proceeds of $35,400. After the trade, Taylor's direct ownership in Velocity Financial stands at 184,137 shares.

The share sale was executed near Velocity Financial's market quote at the time, which was trading around $20.41. The transaction size is modest relative to Taylor's remaining position.


Company fundamentals and market metrics

According to InvestingPro data, Velocity Financial carries a price-to-earnings ratio of 8.48 and reports a gross profit margin of 72%. InvestingPro's overall assessment of the company’s financial health is rated as "GOOD," and the platform notes that analysts expect the company to remain profitable through the current year. InvestingPro also provides a Pro Research Report covering the company as part of its suite of research on more than 1,400 U.S. equities.


Recent operational and capital-markets developments

Velocity Financial disclosed preliminary, unaudited fourth-quarter 2025 results that indicate a substantial year-over-year increase in profitability. Net income for the quarter rose by 70%, reaching at least $35 million. On a per-share basis, diluted earnings are expected to be at least $0.90 for the quarter, representing an increase of 56% versus the year-ago quarter.

Loan originations in the quarter totaled approximately $635 million, marking a 13% increase from the prior-year period.

On the funding front, Velocity Financial announced that its subsidiary, Velocity Commercial Capital, LLC, intends to offer up to $500 million in senior notes due 2031. The offering is directed to qualified institutional buyers and certain non-U.S. persons, and it will be made in a manner that is exempt from registration under the Securities Act of 1933.

In a separate balance-sheet action, Velocity Financial has agreed to sell $133.2 million of non-performing loans. The company said this move accompanies its first third-party servicing arrangement and is expected to create a new revenue stream without requiring additional capital investment.


Prior-quarter performance

Velocity also reported that it beat expectations in the third quarter of 2025, posting diluted earnings per share of $0.65 compared with analysts' consensus of $0.57 for that period.


Context and takeaways

The insider sale by Taylor was executed at a price close to the market quote and represents a relatively small cash realization compared with his remaining stake. Meanwhile, the company’s preliminary quarterly results, planned note issuance, and the sale of non-performing loans outline multiple active capital-markets and credit-management initiatives in recent weeks. The fourth-quarter figures are labeled as preliminary and unaudited.

Risks

  • Q4 2025 results are described as preliminary and unaudited, indicating potential for revision and affecting financial certainty - impacts banking and investor assessment.
  • The planned $500 million senior note offering is limited to qualified institutional buyers and certain non-U.S. persons and is exempt from registration, which constrains the pool of potential investors and affects capital-markets distribution dynamics.
  • Velocity's sale of $133.2 million in non-performing loans and initiation of a first third-party servicing arrangement represent a new operational step that may carry execution risks as the company establishes this revenue stream.

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