BFST
Business First Bancshares, Inc.
$28.48
+0.11%
$937.5M
No data for this timeframe.
Vol
Market Cap$937.5M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders8 funds
Inst. Value$58.5M
Inst. Activity2 buys / 1 sells
Insider Activity1B / 9S
Insider Net $-$2.5M
SEC Reports4
Recent Activity
Jun 8, 2026
Insider
Cummings George W. III sold 15,000 shares
Director @ $28.54 ($428.1K)
May 27, 2026
Insider
Cummings George W. III sold 11,595 shares
Director @ $27.92 ($323.7K)
May 22, 2026
Insider
Cummings George W. III sold 10,000 shares
Director @ $27.99 ($279.9K)
Apr 27, 2026
SEC
b1BANK (BFST) reported Q1 2026 diluted EPS of $0.68, missing the $0.69 consensus estimate by $0.01, despite a 15.2% beat
PRESS-RELEASE — Impact 6/10
Apr 27, 2026
SEC
Business First Bancshares (BFST) reported Q1 2026 earnings with GAAP EPS of $0.68, a 1.4% miss versus consensus of $0.69
8-K — Impact 6/10
Apr 1, 2026
SEC
b1BANK (BFST) reported Q4 2025 EPS of $0.79, a 14.9% beat versus consensus of $0.69. However, the press release contains
PRESS-RELEASE — Impact 4/10
Inst.
BANK OF AMERICA CORP — ADD
53,592 shares ($1.4M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
32,136 shares ($840.0K)
Price Targets
$32.40
+12.9% upside
Buy
Current $28.69
Low $31.00
Median $32.50
High $33.00
5 analysts
$31.00
$33.00
Analyst Ratings
3Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 28, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Jan 26, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Jan 23, 2026 | Stephens & Co. | MAINTAIN | Overweight → Overweight |
| Jan 7, 2026 | Raymond James | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.70 ▼ -3.9% | $0.66 — $0.74 | 5% YoY | 5 |
| Next Q | $0.76 ▼ -2.6% | $0.73 — $0.79 | 6% YoY | 5 |
| Current FY | $2.99 ▼ -0.7% | $2.90 — $3.06 | 6% YoY | 5 |
| Next FY | $3.25 ▼ -1.0% | $3.12 — $3.35 | 9% YoY | 5 |
Latest Reports
BEARISH
PRESS-RELEASE
6/10
b1BANK (BFST) reported Q1 2026 diluted EPS of $0.68, missing the $0.69 consensus estimate by $0.01, despite a 15.2% beat
Apr 27, 2026
MIXED
8-K
6/10
Business First Bancshares (BFST) reported Q1 2026 earnings with GAAP EPS of $0.68, a 1.4% miss versus consensus of $0.69
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $43.1M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.3M | NEW |
| MORGAN STANLEY | $4.5M | ADD |
| TWO SIGMA INVESTMENTS, LP | $1.7M | ADD |
| BANK OF AMERICA CORP | $1.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Cummings George | SELL | $428.1K |
| May 27, 2026 | Cummings George | SELL | $323.7K |
| May 22, 2026 | Cummings George | SELL | $279.9K |
| Mar 31, 2026 | Roemer Heather | F | $14.3K |
| Mar 31, 2026 | MELVILLE DAVID | F | $115.7K |
8 institutional holders with $58.5M total value (2,238,459 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,648,151 | $43.1M | 73.6% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 242,669 | $6.3M | 10.8% | NEW |
| 3 | MORGAN STANLEY | 172,090 | $4.5M | 7.7% | ADD +30.5% |
| 4 | TWO SIGMA INVESTMENTS, LP | 63,436 | $1.7M | 2.8% | ADD +62.8% |
| 5 | BANK OF AMERICA CORP /DE/ | 53,592 | $1.4M | 2.4% | ADD +50.0% |
| 6 | WELLS FARGO & COMPANY/MN | 32,136 | $840.0K | 1.4% | ADD +45.8% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 20,300 | $530.6K | 0.9% | TRIM -36.2% |
| 8 | FMR LLC | 6,085 | $159.1K | 0.3% | DOUBLED +189.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 35,735 | 53,592 | +50.0% | $1.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 22,039 | 32,136 | +45.8% | $840.0K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 31,800 | 20,300 | -36.2% | $530.6K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 35,626 | 57,982 | +62.8% | $1.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 48,519 | 35,735 | -26.3% | $843.7K | 2025-Q3 |
| UBS Group AG | TRIM | 35,126 | 14,711 | -58.1% | $347.3K | 2025-Q3 |
| FMR LLC | DOUBLED | 1,927 | 5,571 | +189.1% | $131.5K | 2025-Q3 |
| MORGAN STANLEY | ADD | 120,271 | 156,942 | +30.5% | $3.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 20,200 | 35,626 | +76.4% | $878.2K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 42,600 | 29,700 | -30.3% | $732.1K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 14,672 | 18,478 | +25.9% | $455.5K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 16,200 | 42,600 | +163.0% | $1.0M | 2025-Q1 |
| UBS Group AG | ADD | 23,375 | 31,396 | +34.3% | $764.5K | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 26,719 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 16,805 | 23,375 | +39.1% | $600.7K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 11,271 | 14,352 | +27.3% | $368.8K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 196,238 | — | $5.0M | 2024-Q3 |
| MORGAN STANLEY | ADD | 83,846 | 156,930 | +87.2% | $4.0M | 2024-Q3 |
13 unique insiders with 10 transactions. Net insider value: -$2.5M ($3.5K bought, $2.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Cummings George W. III | Director | SELL | 15,000 | $28.54 | $428.1K |
| May 27, 2026 | Cummings George W. III | Director | SELL | 11,595 | $27.92 | $323.7K |
| May 22, 2026 | Cummings George W. III | Director | SELL | 10,000 | $27.99 | $279.9K |
| Mar 31, 2026 | Roemer Heather G. | EVP, CAO | F | 528 | $27.04 | $14.3K |
| Mar 31, 2026 | MELVILLE DAVID R. III | President and CEO | F | 4,279 | $27.04 | $115.7K |
| Mar 31, 2026 | ROBERTSON GREG | EVP and CFO | F | 1,033 | $27.04 | $27.9K |
| Mar 31, 2026 | MANSFIELD KEITH | EVP&COO of b1Bank | F | 1,324 | $27.04 | $35.8K |
| Mar 31, 2026 | Strong Saundra | EVP & General Counsel | F | 1,204 | $27.04 | $32.6K |
| Mar 31, 2026 | McDonald Warren | EVP & Chief Credit Officer | F | 1,158 | $27.04 | $31.3K |
| Mar 31, 2026 | Carter Donald Chad | EVP, Correspondent Banking | F | 317 | $27.04 | $8.6K |
| Mar 31, 2026 | JORDAN PHILIP | EVP&CBO of b1Bank | F | 1,033 | $27.04 | $27.9K |
| Mar 31, 2026 | Vascocu Norman Jerome Jr | President of b1Bank | F | 1,600 | $27.04 | $43.3K |
| Mar 31, 2026 | Manning Kathryn | EVP & Chief Risk Officer | F | 874 | $27.04 | $23.6K |
| Mar 4, 2026 | Cummings George W. III | Director | SELL | 11,000 | $27.60 | $303.6K |
| Mar 3, 2026 | Cummings George W. III | Director | SELL | 9,800 | $27.42 | $268.7K |
| Mar 2, 2026 | Cummings George W. III | Director | SELL | 200 | $27.80 | $5.6K |
| Mar 2, 2026 | Manning Kathryn | EVP & Chief Risk Officer | A | 745 | $0.00 | $0.00 |
| Mar 2, 2026 | Vascocu Norman Jerome Jr | President of b1Bank | A | 1,577 | $0.00 | $0.00 |
| Mar 2, 2026 | Strong Saundra | EVP & General Counsel | A | 815 | $0.00 | $0.00 |
| Mar 2, 2026 | Roemer Heather G. | EVP, CAO | A | 722 | $0.00 | $0.00 |
| Mar 2, 2026 | ROBERTSON GREG | EVP and CFO | A | 1,148 | $0.00 | $0.00 |
| Mar 2, 2026 | MELVILLE DAVID R. III | President and CEO | A | 3,280 | $0.00 | $0.00 |
| Mar 2, 2026 | McDonald Warren | EVP & Chief Credit Officer | A | 3,974 | $0.00 | $0.00 |
| Mar 2, 2026 | MANSFIELD KEITH | EVP&COO of b1Bank | A | 5,740 | $0.00 | $0.00 |
| Mar 2, 2026 | JORDAN PHILIP | EVP&CBO of b1Bank | A | 5,701 | $0.00 | $0.00 |
| Mar 2, 2026 | Carter Donald Chad | EVP, Correspondent Banking | A | 4,020 | $0.00 | $0.00 |
| Mar 1, 2026 | Strong Saundra | EVP & General Counsel | M | 1,338 | $0.00 | $0.00 |
| Mar 1, 2026 | Strong Saundra | EVP & General Counsel | M | 1,338 | $0.00 | $0.00 |
| Mar 1, 2026 | Roemer Heather G. | EVP, CAO | M | 1,141 | $0.00 | $0.00 |
| Mar 1, 2026 | ROBERTSON GREG | EVP and CFO | M | 1,926 | $0.00 | $0.00 |
| Mar 1, 2026 | MELVILLE DAVID R. III | President and CEO | M | 5,376 | $0.00 | $0.00 |
| Mar 1, 2026 | MANSFIELD KEITH | EVP&COO of b1Bank | M | 1,926 | $0.00 | $0.00 |
| Mar 1, 2026 | Manning Kathryn | EVP & Chief Risk Officer | M | 1,239 | $0.00 | $0.00 |
| Mar 1, 2026 | Carter Donald Chad | EVP, Correspondent Banking | M | 1,337 | $0.00 | $0.00 |
| Mar 1, 2026 | Vascocu Norman Jerome Jr | President of b1Bank | M | 2,655 | $0.00 | $0.00 |
| Mar 1, 2026 | Vascocu Norman Jerome Jr | President of b1Bank | M | 2,655 | $0.00 | $0.00 |
| Mar 1, 2026 | Roemer Heather G. | EVP, CAO | M | 1,141 | $0.00 | $0.00 |
| Mar 1, 2026 | ROBERTSON GREG | EVP and CFO | M | 1,926 | $0.00 | $0.00 |
| Mar 1, 2026 | MELVILLE DAVID R. III | President and CEO | M | 5,376 | $0.00 | $0.00 |
| Mar 1, 2026 | McDonald Warren | EVP & Chief Credit Officer | M | 1,337 | $0.00 | $0.00 |
| Mar 1, 2026 | McDonald Warren | EVP & Chief Credit Officer | M | 1,337 | $0.00 | $0.00 |
| Mar 1, 2026 | MANSFIELD KEITH | EVP&COO of b1Bank | M | 1,926 | $0.00 | $0.00 |
| Mar 1, 2026 | Manning Kathryn | EVP & Chief Risk Officer | M | 1,239 | $0.00 | $0.00 |
| Mar 1, 2026 | JORDAN PHILIP | EVP&CBO of b1Bank | M | 1,926 | $0.00 | $0.00 |
| Mar 1, 2026 | JORDAN PHILIP | EVP&CBO of b1Bank | M | 1,926 | $0.00 | $0.00 |
| Mar 1, 2026 | Carter Donald Chad | EVP, Correspondent Banking | M | 1,337 | $0.00 | $0.00 |
| Feb 25, 2026 | Cummings George W. III | Director | SELL | 20,000 | $28.00 | $560.0K |
| Feb 10, 2026 | MCCOLLISTER ROLFE H. JR. | Director | BUY | 120 | $29.56 | $3.5K |
| Feb 10, 2026 | Folse Mark P. | Director | SELL | 4,854 | $29.51 | $143.2K |
| Feb 9, 2026 | Folse Mark P. | Director | SELL | 5,146 | $29.75 | $153.1K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 2 neutral. Avg impact: 4.8/10.
BEARISH
PRESS-RELEASE
6/10
b1BANK (BFST) reported Q1 2026 diluted EPS of $0.68, missing the $0.69 consensus estimate by $0.01,
Apr 27, 2026
MIXED
8-K
6/10
Business First Bancshares (BFST) reported Q1 2026 earnings with GAAP EPS of $0.68, a 1.4% miss versu
Apr 27, 2026
NEUTRAL
PRESS-RELEASE
4/10
b1BANK (BFST) reported Q4 2025 EPS of $0.79, a 14.9% beat versus consensus of $0.69. However, the pr
Apr 1, 2026
NEUTRAL
8-K
3/10
Business First Bancshares, Inc. announced the resignation of Scott Padurean, Senior Vice President a
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 3 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$32.40 mean target
+12.9% upside
Buy (3.00)
$31.00 Low
$33.00 High
| Metric | Value |
|---|---|
| Current Price | $28.69 |
| Target Low | $31.00 |
| Target Mean | $32.40 |
| Target Median | $32.50 |
| Target High | $33.00 |
| # Analysts | 5 |
| 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 |
$0.70 | $0.66 | $0.74 | 5.5% | -3.9% | 0↑ 5↓ | $0.1B | 16.8% | 5 |
| Next Q 2026-09-30 |
$0.76 | $0.73 | $0.79 | 6.1% | -2.6% | 0↑ 3↓ | $0.1B | 16.5% | 5 |
| Current FY 2026-12-31 |
$2.99 | $2.90 | $3.06 | 5.7% | -0.7% | 1↑ 3↓ | $0.4B | 15.3% | 5 |
| Next FY 2027-12-31 |
$3.25 | $3.12 | $3.35 | 8.8% | -1.0% | 2↑ 3↓ | $0.4B | 6.4% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.696 | |
| 7d ago | $0.685 | +0.011 |
| 30d ago | $0.724 | -0.028 |
| 60d ago | $0.725 | -0.029 |
| 90d ago | $0.725 | -0.029 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 28, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Stephens & Co. | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Raymond James | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Jan 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% |
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 27, 2026
earnings
Business First Bancshares, Inc., Announces Financial Results for Q1 2026
<p align="start">BATON ROUGE, La. , April 27, 2026 (GLOBE NEWSWIRE) -- Business First Bancshares, Inc. (NASDAQ: BFST) (Business First), parent compa
Apr 27, 2026
earnings_calendar
BFST Q1 2026 Earnings Scheduled — 2026-04-27
Apr 23, 2026
short_interest
FTD: BFST — 46,496 shares ($1.3M) failed to deliver
Settlement: 20260423, Price: $28.21, FTD Value: $1,311,652.16, BUSINESS FIRST BANCSHARES INC
Apr 2, 2026
offering
Business First Bancshares, Inc. Completes $85.0 Million Private Placement of Subordinated Notes
<p align="justify">BATON ROUGE, La., April 02, 2026 (GLOBE NEWSWIRE) -- Business First Bancshares, Inc. (Nasdaq: BFST) (Business First or the Compan
Apr 2, 2026
other
b1BANK Names Ben Marmande Director of Corporate Banking
<p>BATON ROUGE, La., April 02, 2026 (GLOBE NEWSWIRE) -- b1BANK announced that Ben Marmande has joined the organization as director of corporate bank
Apr 1, 2026
earnings
Business First Bancshares, Inc. Schedules Q1 2026 Earnings Release and Conference Call for April 27
<p>BATON ROUGE, La., April 01, 2026 (GLOBE NEWSWIRE) -- Business First Bancshares, Inc. (Nasdaq: BFST), the parent company of b1BANK, announced that