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FBK

FB FINANCIAL CORPORATION

In the published model solve dated 2026-Q2, anchored at $56.99, FB FINANCIAL CORPORATION (FBK) is priced for 13.3% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.

Published model solve
13.3% return on equity
Priced In
within-range

Key Takeaways

• A Tennessee-anchored lender that finished 2025 with total assets of 16.30 billion dollars and loans held for investment of 12.38 billion, having spent the second half of the year absorbing another bank and the 2.47 billion dollars of deposits that came with it. • The return question is the whole story: last year's result measured against year-end book came to roughly 6.3%, while the first quarter of 2026, the first clean period after the merger, earned 57.5 million dollars, which annualises a

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Institutional ownership

269 institutional managers reported holding FBK in 13F filings for the quarter ended 2026-03-31. Together they hold about 76% of the company; the top 10 hold 43%. 33 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.0M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (5.4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

FBK's share count grew 9.2% over the past five years even with $242.97M spent on repurchases. It pays a dividend, and has for 8 years running, raised 7 years straight; the current rate is $0.76 a share annually. Cash returned over the past three years: $94.58M in dividends and $190.45M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at FBK over the trailing three years: 2023: 10 buys totaling $1.76M; 2024: 19 buys totaling $1.65M; 2025: 13 buys totaling $1.81M. 22 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

FBK's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-05+11.4%-17.2%
2023-11-04+6.9%+17.3%
2024-02-28+6.9%+7.2%
2024-05-07+4.8%+1.7%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

FBK's latest 8-K filings: 2026-07-27 (items 7.01, 9.01); 2026-07-13 (items 2.02, 7.01, 9.01); 2026-05-22 (items 5.07); 2026-05-13 (items 7.01, 9.01); 2026-04-27 (items 7.01, 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 26, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.