Shore Bancshares Inc (SHBI) — Strategic Asset Allocation Index

Latest as of September 2025: 59.3%

Shore Bancshares Inc (SHBI) has a Strategic Asset Allocation Index of 59.3% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $342.27 Million) total $342.27 Million, measured against net assets of $577.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

59.3%
Strategic Assets / Net Assets

Strategic Assets

$342.27 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$577.21 Million
USD

Shore Bancshares Inc Strategic Asset Allocation Index (2000–2024)

This chart shows how Shore Bancshares Inc's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 59.3%, representing strategic assets of $342.27 Million against net assets of $577.21 Million USD. Explore Shore Bancshares Inc (SHBI) cash conversion ratio to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Shore Bancshares Inc (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Shore Bancshares Inc from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see SHBI market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 117.6% $636.10 Million $- $636.10 Million $541.07 Million ▼ -5.6 pp
2023 123.1% $629.41 Million $- $629.41 Million $511.13 Million ▼ -70.5 pp
2022 193.6% $705.39 Million $61.12 Million $644.27 Million $364.29 Million ▲ +26.6 pp
2021 167.1% $585.94 Million $62.99 Million $522.95 Million $350.69 Million ▲ +45.9 pp
2020 121.2% $236.39 Million $29.72 Million $206.67 Million $195.02 Million ▼ -601.6 pp
2019 722.8% $1.39 Billion $23.82 Million $1.37 Billion $192.80 Million ▼ -24.1 pp
2018 746.9% $1.37 Billion $22.71 Million $1.35 Billion $183.19 Million ▲ +67.1 pp
2017 679.8% $1.11 Billion $23.05 Million $1.09 Billion $163.74 Million ▲ +105.5 pp
2016 574.3% $886.16 Million $16.56 Million $869.61 Million $154.30 Million ▲ +24.6 pp
2015 549.7% $807.85 Million $16.86 Million $790.99 Million $146.97 Million ▲ +34.3 pp
2014 515.4% $723.96 Million $16.27 Million $707.68 Million $140.47 Million ▼ -186.6 pp
2013 701.9% $725.10 Million $15.20 Million $709.90 Million $103.30 Million ▲ +11.4 pp
2012 690.5% $787.34 Million $15.59 Million $771.75 Million $114.03 Million ▼ -8.8 pp
2011 699.3% $847.90 Million $14.66 Million $833.24 Million $121.25 Million ▲ +687.5 pp
2010 11.8% $14.48 Million $14.48 Million $- $122.51 Million ▲ +0.6 pp
2009 11.2% $14.31 Million $14.31 Million $- $127.81 Million ▲ +0.3 pp
2008 10.9% $13.86 Million $13.86 Million $- $127.39 Million ▼ -2.1 pp
2007 13.0% $15.62 Million $15.62 Million $- $120.23 Million ▼ -1.4 pp
2006 14.3% $15.97 Million $15.97 Million $- $111.33 Million ▼ -0.6 pp
2005 15.0% $15.19 Million $15.19 Million $- $101.45 Million ▲ +0.9 pp
2004 14.1% $13.07 Million $13.07 Million $- $92.98 Million ▲ +0.5 pp
2003 13.5% $11.30 Million $11.30 Million $- $83.53 Million ▲ +2.6 pp
2002 10.9% $8.53 Million $8.53 Million $- $78.03 Million ▲ +0.8 pp
2001 10.2% $7.22 Million $7.22 Million $- $70.97 Million ▼ -0.6 pp
2000 10.8% $7.04 Million $7.04 Million $- $65.02 Million
pp = percentage points