First Western Financial Inc. (MYFW)
Nasdaq · State Commercial Banks · Finance, insurance and real estate · CIK 1327607 · fiscal year ends in Dec
Closing price $30.96 on 30 Oct 2026; 52-week range $22.66 to $34.19.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $110.7M
- Revenue growth
- 15.9%
- Net income, last twelve months
- $21.2M
- Earnings per share
- $2.14
- Net margin
- 19.2%
- Return on equity
- 7.4%
- Market value
- $302.6M
- Price to earnings
- 14.5x
- Cash
- $166.2M
- Debt
- $185.8M
- Debt to equity
- 0.64
- Shares outstanding
- 9.8M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $96.9M | – | $13.2M | $1.34 | -$5.8M | 10-K filed 27 Feb 2026 |
| FY2024 | 31 Dec 2024 | $90.1M | – | $8.5M | $0.87 | -$607.0K | 10-K filed 7 Mar 2025 |
| FY2023 | 31 Dec 2023 | $82.7M | – | $5.2M | $0.54 | $19.5M | 10-K filed 15 Mar 2024 |
| FY2022 | 31 Dec 2022 | $107.9M | – | $21.7M | $2.23 | $45.3M | 10-K filed 15 Mar 2023 |
| FY2021 | 31 Dec 2021 | $95.4M | – | $20.6M | $2.50 | $160.4M | 10-K filed 15 Mar 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q3 FY2026 | 30 Sep 2026 | $28.1M | $6.0M | $0.60 |
| Q2 FY2026 | 30 Jun 2026 | $28.6M | $5.7M | $0.57 |
| Q1 FY2026 | 31 Mar 2026 | $28.3M | $6.2M | $0.63 |
| Q4 FY2025 | 31 Dec 2025 | $25.7M | $3.3M | $0.34 |
| Q3 FY2025 | 30 Sep 2025 | $24.0M | $3.2M | $0.32 |
| Q2 FY2025 | 30 Jun 2025 | $22.4M | $2.5M | $0.26 |
| Q1 FY2025 | 31 Mar 2025 | $24.7M | $4.2M | $0.43 |
| Q4 FY2024 | 31 Dec 2024 | $24.3M | $2.7M | $0.28 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By business, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Wealth Management | $91.0M | 93.9% |
| Mortgage | $5.9M | 6.1% |
Company events
The newest 8-K filings of 116 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 22 Oct 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 24 Jul 2026 | 8-K | Investor update | 7.01, 9.01 |
| 23 Jul 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 5 Jun 2026 | 8-K | Shareholder vote | 5.07, 9.01 |
| 2 Jun 2026 | 8-K | Investor update | 7.01, 9.01 |
| 4 May 2026 | 8-K | Other events | 8.01, 9.01 |
| 1 May 2026 | 8-K | Investor update | 7.01, 9.01 |
| 23 Apr 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 24 Feb 2026 | 8-K | Investor update | 7.01, 9.01 |
| 22 Jan 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 4 Nov 2025 | 8-K | Investor update | 7.01, 9.01 |
| 23 Oct 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
Every filing
The newest filings with the SEC of 217 held.
| Filed | Form | Period |
|---|---|---|
| 30 Oct 2026 | 10-Q | 30 Sep 2026 |
| 22 Oct 2026 | 8-K | 22 Oct 2026 |
| 31 Jul 2026 | 10-Q | 30 Jun 2026 |
| 24 Jul 2026 | 8-K | 24 Jul 2026 |
| 23 Jul 2026 | 8-K | 23 Jul 2026 |
| 5 Jun 2026 | 8-K | 3 Jun 2026 |
| 2 Jun 2026 | 8-K | 2 Jun 2026 |
| 4 May 2026 | 8-K | 4 May 2026 |
| 1 May 2026 | 8-K | 1 May 2026 |
| 1 May 2026 | 10-Q | 31 Mar 2026 |
| 24 Apr 2026 | DEF 14A | 24 Apr 2026 |
| 24 Apr 2026 | ARS | 31 Dec 2025 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 31 Aug 2026 | Wylie Scott C, CHAIRMAN, CEO AND PRESIDENT | Sale outside a trading plan | 10,000 | $30.55 | $305.5K | 740,312 | 2 Sep 2026 |
| 22 May 2026 | Wylie Scott C, CHAIRMAN, CEO AND PRESIDENT | Sale outside a trading plan | 6,417 | $28.31 | $181.7K | 750,312 | 26 May 2026 |
| 20 May 2026 | Wylie Scott C, CHAIRMAN, CEO AND PRESIDENT | Sale outside a trading plan | 1,083 | $28.52 | $30.9K | 756,729 | 22 May 2026 |
| 5 May 2026 | Wylie Scott C, CHAIRMAN, CEO AND PRESIDENT | Sale outside a trading plan | 7,500 | $28.70 | $215.3K | 757,812 | 5 May 2026 |
| 4 Feb 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 915 | $26.00 | $23.8K | 4,508 | 5 Feb 2026 |
| 26 Jan 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 2,013 | $23.56 | $47.4K | 6,588 | 5 Feb 2026 |
| 26 Jan 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 100 | $24.69 | $2.5K | 6,488 | 5 Feb 2026 |
| 26 Jan 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 582 | $24.49 | $14.3K | 5,906 | 5 Feb 2026 |
| 26 Jan 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 224 | $24.80 | $5.6K | 5,682 | 5 Feb 2026 |
| 26 Jan 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 100 | $24.78 | $2.5K | 5,582 | 5 Feb 2026 |
| 26 Jan 2026 | Mitchell Scott C, Director | Sale outside a trading plan | 159 | $24.83 | $3.9K | 5,423 | 5 Feb 2026 |
| 3 Feb 2026 | Duncan David R, Director | Sale outside a trading plan | 2,000 | $25.50 | $51.0K | 6,626 | 4 Feb 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 20 May 2026 | Wylie Scott C, Officer, Director | 7,500 | $213.8K | 20 May 2026 |
| 7 May 2026 | Wylie Scott C, Officer, Director | 7,500 | $216.0K | 4 May 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 13 Aug 2026 | Wellington Management Group LLP | 13G amended | 7.7% | 747.1K |
| 6 Aug 2026 | Wellington Management Group LLP | 13G amended | 10.51% | 1.0M |
| 15 May 2026 | Wellington Management Group LLP | 13G | 5.34% | 520.3K |
| 17 Feb 2026 | North Reef Capital Management LP | 13G amended | 7.06% | 686.0K |
| 17 Feb 2026 | Banc Fund IX L.P. | 13G amended | 3.4% | 346.1K |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 151.8K | -13.39% | 4.41 |
| 30 Sep 2026 | 175.2K | -0.49% | 4.55 |
| 15 Sep 2026 | 176.1K | +0.63% | 3.59 |
| 31 Aug 2026 | 175.0K | +2.21% | 4.11 |
| 14 Aug 2026 | 171.2K | +12.58% | 3.32 |
| 31 Jul 2026 | 152.1K | +9.52% | 2.47 |
| 15 Jul 2026 | 138.9K | +2.75% | 1.59 |
| 30 Jun 2026 | 135.1K | +32.17% | 1.43 |
Funds that hold it
From each fund's latest Form 13F.
106 funds held it at 30 Jun 2026: 52 added and 29 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Wellington Management Group LLP | 747,096 | $24.0M | +226,767 |
| North Reef Capital Management LP | 742,630 | $23.8M | +26,021 |
| BlackRock, Inc. | 542,706 | $17.4M | +46,345 |
| Vanguard Capital Management LLC | 353,519 | $11.4M | -310 |
| Banc Funds Co. LLC | 342,404 | $11.0M | -6,000 |
| Dimensional Fund Advisors LP | 285,909 | $9.2M | +24,175 |
| Algebris (uk) Ltd | 259,090 | $8.3M | -84,959 |
| Mendon Capital Advisors Corp. | 215,815 | $6.9M | -37,521 |
| Geode Capital Management, LLC | 201,866 | $6.5M | +22,824 |
| Punch & Associates Investment Management, Inc. | 195,000 | $6.3M | -53,195 |
Peers
Companies in the same industry.
- Bank of Nova Scotia (BNS): revenue $27.0B, market value $115.9B
- Bank of New York Mellon Corp. (BNY): revenue $22.0B, market value $99.0B
- Itaú Unibanco Holding S.A. (ITUB): revenue $30.1B, market value $78.6B
- Fifth Third Bancorp (FITB): revenue $10.7B, market value $48.9B
- State Street Corp. (STT): revenue $15.5B, market value $46.3B
- M&T Bank Corp. (MTB): revenue $10.0B, market value $31.9B
- Northern Trust Corp. (NTRS): revenue $9.3B, market value $30.7B
- Banco Bradesco S.A. (BBD): revenue –, market value $27.0B
- Citizens Financial Group Inc. (CFG): revenue $8.9B, market value $26.9B
- First Citizens Bancshares Inc. (FCNCA): revenue $9.6B, market value $26.6B