BFC
Bank First Corp
$144.61
+1.18%
$1.6B
No data for this timeframe.
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$385.0M
Inst. Activity4 buys / 6 sells
Insider Activity3B / 2S
Insider Net $-$2.3M
SEC Reports5
Recent Activity
Jun 11, 2026
SEC
Five major institutional investors — four mega-passive asset managers (State Street, UBS, Morgan Stanley, BofA) and one
INST-CLUSTER — Impact 5/10
May 19, 2026
SEC
Bank First Corp (BFC) announced a definitive merger agreement to acquire PSB Holdings, Inc. (PSB) in an all-stock transa
8-K — Impact 7/10
Apr 24, 2026
SEC
Bank First Corp (BFC) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Shareholder Meeting, schedule
DEFA14A — Impact 3/10
Apr 22, 2026
Insider
Sprang Todd A. bought 450 shares
Director @ $138.96 ($62.5K)
Apr 21, 2026
Insider
Stayer-Suprick Michael S bought 225 shares
Director @ $140.04 ($31.5K)
Apr 9, 2026
Insider
LeMahieu Kevin M. gifted 1,785 shares
Chief Financial Officer @ $142.61 ($254.6K)
Inst.
MORGAN STANLEY — TRIM
38,104 shares ($5.1M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
33,800 shares ($4.6M)
Price Targets
$165.00
+14.1% upside
Buy
Current $144.61
Low $165.00
Median $165.00
High $165.00
1 analysts
$165.00
$165.00
Analyst Ratings
1Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 20, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Jan 26, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.28 | $2.23 — $2.33 | 37% YoY | 2 |
| Next Q | $2.53 | $2.43 — $2.63 | 32% YoY | 2 |
| Current FY | $9.88 ▲ +2.3% | $9.88 — $9.88 | 33% YoY | 1 |
| Next FY | $12.03 ▲ +15.4% | $12.03 — $12.03 | 22% YoY | 1 |
Latest Reports
BULLISH
INST-CLUSTER
5/10
Five major institutional investors — four mega-passive asset managers (State Street, UBS, Morgan Stanley, BofA) and one
Jun 11, 2026
BULLISH
8-K
7/10
Bank First Corp (BFC) announced a definitive merger agreement to acquire PSB Holdings, Inc. (PSB) in an all-stock transa
May 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $102.9M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $63.6M | — |
| STATE STREET CORP | $47.2M | ADD |
| Merit Financial Group, LLC | $23.9M | — |
| DIMENSIONAL FUND ADVISORS LP | $21.6M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 22, 2026 | Sprang Todd | BUY | $62.5K |
| Apr 21, 2026 | Stayer-Suprick Michael | BUY | $31.5K |
| Apr 9, 2026 | LeMahieu Kevin | G | $254.6K |
| Mar 6, 2026 | Bourbulas Mary | A | $55.0K |
| Mar 6, 2026 | MCCONEGHY DANIEL | A | $55.0K |
50 institutional holders with $385.0M total value (2,850,706 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 6 institutions trimmed/exited vs 4 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 762,199 | $102.9M | 26.7% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 470,978 | $63.6M | 16.5% | — |
| 3 | STATE STREET CORP | 348,487 | $47.2M | 12.3% | ADD +71.1% |
| 4 | Merit Financial Group, LLC | 176,727 | $23.9M | 6.2% | — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 159,678 | $21.6M | 5.6% | ADD +41.7% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 135,930 | $18.4M | 4.8% | — |
| 7 | BANK OF MONTREAL /CAN/ | 103,836 | $14.0M | 3.6% | — |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 83,967 | $11.3M | 2.9% | — |
| 9 | FIRST TRUST ADVISORS LP | 73,036 | $9.9M | 2.6% | DOUBLED +112.1% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 67,807 | $9.2M | 2.4% | — |
| 11 | STIFEL FINANCIAL CORP | 42,467 | $5.7M | 1.5% | — |
| 12 | MORGAN STANLEY | 38,104 | $5.1M | 1.3% | TRIM -25.2% |
| 13 | GOLDMAN SACHS GROUP INC | 37,689 | $5.1M | 1.3% | — |
| 14 | TWO SIGMA INVESTMENTS, LP | 35,727 | $4.8M | 1.3% | DOUBLED +210.0% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 33,800 | $4.6M | 1.2% | TRIM -35.6% |
| 16 | Nuveen, LLC | 21,540 | $2.9M | 0.8% | — |
| 17 | RAYMOND JAMES FINANCIAL INC | 21,060 | $2.8M | 0.7% | DOUBLED +420.7% |
| 18 | CITADEL ADVISORS LLC | 19,155 | $2.6M | 0.7% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,130 | $2.6M | 0.7% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 17,102 | $2.3M | 0.6% | ADD +60.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 50,945 | 38,104 | -25.2% | $5.1M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 52,455 | 33,800 | -35.6% | $4.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 10,646 | 17,102 | +60.6% | $2.3M | 2026-Q1 |
| Rafferty Asset Management, LLC | TRIM | 11,285 | 7,333 | -35.0% | $990.4K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 3,338 | 5,138 | +53.9% | $692.7K | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 1,777 | 4,019 | +126.2% | $542.8K | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 5,618 | 3,644 | -35.1% | $492.2K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 6,043 | 3,489 | -42.3% | $478.0K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 4,585 | 2,136 | -53.4% | $288.5K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 5,276 | 7,338 | +39.1% | $992.00 | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 31,406 | 66,620 | +112.1% | $8.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 74,500 | 52,455 | -29.6% | $6.4M | 2025-Q4 |
| Rafferty Asset Management, LLC | TRIM | 24,670 | 11,285 | -54.3% | $1.4M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 30,707 | 10,646 | -65.3% | $1.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 6,852 | 10,250 | +49.6% | $1.2M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 3,117 | 5,618 | +80.2% | $684.4K | 2025-Q4 |
| FMR LLC | ADD | 793 | 1,023 | +29.0% | $124.6K | 2025-Q4 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 710 | 503 | -29.2% | $61.5K | 2025-Q4 |
| BNP Paribas Asset Management Holding S.A. | ADD | 65 | 90 | +38.5% | $11.00 | 2025-Q4 |
| STATE STREET CORP | ADD | 246,577 | 421,828 | +71.1% | $51.4M | 2025-Q3 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 75,515 | 107,025 | +41.7% | $13.0M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 19,919 | 55,340 | +177.8% | $6.7M | 2025-Q3 |
| UBS Group AG | DOUBLED | 10,671 | 33,275 | +211.8% | $4.0M | 2025-Q3 |
| FIRST TRUST ADVISORS LP | DOUBLED | 6,363 | 31,406 | +393.6% | $3.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 8,255 | 30,707 | +272.0% | $3.7M | 2025-Q3 |
15 unique insiders with 24 transactions. Net insider value: -$2.3M ($115.2K bought, $2.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 22, 2026 | Sprang Todd A. | Director | BUY | 450 | $138.96 | $62.5K |
| Apr 21, 2026 | Stayer-Suprick Michael S | Director | BUY | 225 | $140.04 | $31.5K |
| Apr 9, 2026 | LeMahieu Kevin M. | Chief Financial Officer | GIFT | 1,785 | $142.61 | $254.6K |
| Mar 6, 2026 | Bourbulas Mary Kay | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | MCCONEGHY DANIEL C | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | Stayer-Suprick Michael S | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | McFarlane Timothy J. | President | AWARD | 2,793 | $135.23 | $377.7K |
| Mar 6, 2026 | LeMahieu Kevin M. | Chief Financial Officer | AWARD | 2,316 | $135.23 | $313.2K |
| Mar 6, 2026 | Davis Erin A | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | Dvorak Kelly M | Chief Legal Counsel | AWARD | 1,029 | $135.23 | $139.2K |
| Mar 6, 2026 | Gregorski Robert D. | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | Dvorak Kelly M | Chief Legal Counsel | TAX W/H | 397 | $135.23 | $53.7K |
| Mar 6, 2026 | Maples Phillip R | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | Johnson Stephen E | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | Krepline Jason V | Chief Lending Officer | TAX W/H | 745 | $135.23 | $100.7K |
| Mar 6, 2026 | Krepline Jason V | Chief Lending Officer | AWARD | 1,380 | $135.23 | $186.6K |
| Mar 6, 2026 | Molepske Michael B. | Chairman and CEO | TAX W/H | 2,277 | $135.23 | $307.9K |
| Mar 6, 2026 | Molepske Michael B. | Chairman and CEO | AWARD | 4,470 | $135.23 | $604.5K |
| Mar 6, 2026 | Sprang Todd A. | Director | AWARD | 407 | $135.23 | $55.0K |
| Mar 6, 2026 | Van Sistine Peter J. | Director | AWARD | 407 | $135.23 | $55.0K |
| Feb 18, 2026 | Molepske Michael B. | Chairman and CEO | GIFT | 1,450 | $146.53 | $212.5K |
| Feb 11, 2026 | Eldred Steven M | Director | SELL | 8,000 | $151.95 | $1.2M |
| Feb 6, 2026 | Eldred Steven M | Director | SELL | 8,000 | $145.02 | $1.2M |
| Jan 27, 2026 | Sprang Todd A. | Director | BUY | 150 | $141.06 | $21.2K |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH
INST-CLUSTER
5/10
Five major institutional investors — four mega-passive asset managers (State Street, UBS, Morgan Sta
Jun 11, 2026
BULLISH
8-K
7/10
Bank First Corp (BFC) announced a definitive merger agreement to acquire PSB Holdings, Inc. (PSB) in
May 19, 2026
NEUTRAL
DEFA14A
3/10
Bank First Corp (BFC) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Sharehold
Apr 24, 2026
NEUTRAL
8-K
4/10
Bank First Corporation renewed its share repurchase program, authorizing up to $60 million in share
Apr 22, 2026
MIXED
8-K
6/10
Bank First reported Q1 2026 earnings with GAAP EPS of $1.78, missing consensus by 24.2%, but adjuste
Apr 16, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 6 analysts: 1 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$165.00 mean target
+14.1% upside
Buy (3.00)
$165.00 Low
$165.00 High
| Metric | Value |
|---|---|
| Current Price | $144.61 |
| Target Low | $165.00 |
| Target Mean | $165.00 |
| Target Median | $165.00 |
| Target High | $165.00 |
| # Analysts | 1 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.28 | $2.23 | $2.33 | 37.4% | +0.2% | 1↑ 0↓ | $0.1B | 54.7% | 2 |
| Next Q 2026-09-30 |
$2.53 | $2.43 | $2.63 | 32.5% | +0.0% | 0↑ 2↓ | $0.1B | 49.4% | 2 |
| Current FY 2026-12-31 |
$9.88 | $9.88 | $9.88 | 33.2% | +2.3% | 1↑ 0↓ | $0.3B | 54.7% | 1 |
| Next FY 2027-12-31 |
$12.03 | $12.03 | $12.03 | 21.8% | +15.4% | 1↑ 0↓ | $0.3B | 29.2% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.280 | |
| 7d ago | $2.275 | +0.005 |
| 30d ago | $2.275 | +0.005 |
| 60d ago | $2.500 | -0.220 |
| 90d ago | $2.500 | -0.220 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 20, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Jan 26, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| May 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Apr 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Mar 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Feb 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Jan 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 21, 2026
earnings_calendar
BFC Q1 2026 Earnings Scheduled — 2026-04-21
Apr 15, 2026
earnings_calendar
BFC Q1 2026 Earnings Scheduled — 2026-04-15
Apr 13, 2026
earnings_calendar
BFC Q1 2026 Earnings Scheduled — 2026-04-13
Mar 23, 2026
short_interest
FTD: BFC — 4,639 shares ($0.6M) failed to deliver
Settlement: 20260323, Price: $130.32, FTD Value: $604,554.48, BANK FIRST CORP COM(WI)