Latest revenue
$38.2M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $276.4M
- Enterprise value
- $276.4M
- P/E (trailing)
- 21.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $30.00
- 52-wk low
- $20.11
- Beta
- —
- Shares out
- 9.7M
5-year trend
What this company does
Item 1: Business Our Company First Western Financial, Inc. is a financial holding company headquartered in Denver, Colorado. We provide a fully integrated suite of wealth management services on our private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services. We believe our integrated business model distinguishes us from other banks and non-bank financial services companies in the markets in which we operate. As of December 31, 2025, we provided fiduciary and advisory services on $7.28 billion of trust and investment management assets (AUM), and we had total assets of $3.15 billion, total loans…
AI summary unavailable — showing raw filing excerpt
Generated from MYFW's filing dated 2026-02-27
Key risks
Table of Contents ITEM 1A. Risk Factors Our business and results of operations are subject to numerous risks and uncertainties, many of which are beyond our control. The material risks and uncertainties that management believes affect the Company are described below. Additional risks and uncertainties that management is not aware of, or that management currently deems immaterial, may also impair the Company’s business operations. This report is qualified in its entirety by these risk factors. If any of the following risks actually occur, our business, financial condition and results of operations could be materially and adversely affected. If this were to happen, the value of our securities…
AI summary unavailable — showing raw filing excerpt
Generated from MYFW's filing dated 2026-02-27
Profitability
Net margin
7.1%
50.6%Return on equity
5.0%
47.9%Return on assets
13.9%
4684.0%Leverage
Debt / equity
-0.64×
106.1%Long-term debt / equity
0.17×
19.1%Debt / assets
-179.6%
296.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $38.2M | +12.0% | — | — | — |
Q4 2025 2025-12-31 | $78.9M | +1.9% | — | — | — |
Q3 2025 2025-09-30 | $38.0M | +6.7% | — | — | — |
Q2 2025 2025-06-30 | $35.3M | +10.1% | — | — | — |
Q1 2025 2025-03-31 | $34.2M | -3.1% | — | — | — |
Q4 2024 2024-12-31 | $77.4M | — | — | — | — |
Q3 2024 2024-09-30 | $35.7M | +3.6% | — | — | — |
Q2 2024 2024-06-30 | $32.1M | -5.0% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
State Commercial Banks · SIC 6022
Your notes
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Insider activity
Insider buying
$0
Insider selling
$1.7M
Net activity
−$1.7M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns MYFW
Institutional value
$57.3M
Total shares held
2.6M
Distinct holders
49
-43 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 496.4K | $12.2M | -7.4K (-1.5%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 353.8K | $8.7M | — | New |
| 3 | Algebris (UK) Ltd | 344.0K | $8.4M | -337.6K (-49.5%) | Trimmed |
| 4 | DIMENSIONAL FUND ADVISORS LP | 261.7K | $6.4M | +6.4K (+2.5%) | Added |
| 5 | DIAMOND HILL CAPITAL MANAGEMENT INC | 159.8K | $3.9M | +1.2K (+0.7%) | Added |
| 6 | SEI INVESTMENTS CO | 98.7K | $2.4M | +50.3K (+103.7%) | Added |
| 7 | First Western Trust Bank | 98.2K | $2.4M | +6.8K (+7.4%) | Added |
| 8 | Rosenthal | Henry Capital Advisors, Inc. | 55.1K | $1.4M | +0 (+0.0%) | No change |
| 9 | Cherry Creek Investment Advisors, Inc. | 51.9K | $1.3M | +0 (+0.0%) | No change |
| 10 | VANGUARD FIDUCIARY TRUST CO | 51.1K | $1.3M | — | New |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 48.5K | $1.2M | — | New |
| 12 | Biltmore Family Office, LLC | 45.3K | $1.1M | +0 (+0.0%) | No change |
| 13 | Persistent Asset Partners Ltd | 34.5K | $848.5K | -3.1K (-8.3%) | Trimmed |
| 14 | SummerHaven Investment Management, LLC | 31.4K | $771.4K | -4.2K (-11.7%) | Trimmed |
| 15 | UBS Group AG | 28.9K | $709.4K | +23.4K (+432.8%) | Added |
| 16 | FIRST TRUST ADVISORS LP | 27.9K | $686.1K | -222 (-0.8%) | Trimmed |
| 17 | Nuveen, LLC | 24.3K | $596.6K | +171 (+0.7%) | Added |
| 18 | STRS OHIO | 21.6K | $530.9K | +0 (+0.0%) | No change |
| 19 | Bank of New York Mellon Corp | 19.2K | $470.9K | -1.2K (-5.9%) | Trimmed |
| 20 | ELCO Management Co., LLC | 14.7K | $362.5K | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once MYFW's latest filing finishes processing.