Business First Bancshares (NASDAQ: BFST) reported unaudited third-quarter 2026 net income of $24.6 million, or $0.71 per basic and diluted common share. Net income available to common shareholders was $23.2 million, up from $22.8 million in the linked quarter.
The company reported quarterly net interest income of $80.7 million, compared with $77.8 million in the prior quarter. Its net interest margin expanded to 3.86% from 3.73%.
- Loans held for investment increased $121.4 million from the linked quarter to $6.78 billion.
- Total deposits rose $141.2 million from the linked quarter to $7.38 billion.
- Business First repurchased 204,160 shares during the quarter for $6.3 million at a weighted-average price of $30.81 per share.
- The board declared a quarterly common dividend of $0.15 per share, payable November 30, 2026, to shareholders of record on November 15, 2026.
- Total assets were $8.96 billion as of September 30, 2026.
$BFST Insider Trading Activity
$BFST insiders have traded $BFST stock on the open market 22 times in the past 6 months. Of those trades, 1 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $BFST stock by insiders over the last 6 months:
- GEORGE W. III CUMMINGS has made 0 purchases and 14 sales selling 134,030 shares for an estimated $4,066,189.
- JOSEPH VERNON JOHNSON has made 0 purchases and 2 sales selling 12,000 shares for an estimated $379,800.
- WILLIAM G. HALL has made 0 purchases and 2 sales selling 11,389 shares for an estimated $364,106.
- KEITH MANSFIELD (EVP&COO of b1Bank) sold 4,200 shares for an estimated $134,736
- DONALD CHAD CARTER (EVP, Correspondent Banking) sold 1,875 shares for an estimated $59,325
- RICK D. DAY purchased 1,500 shares for an estimated $47,415
- SAUNDRA STRONG (EVP & General Counsel) sold 1,000 shares for an estimated $31,980
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BFST Hedge Fund Activity
We have seen 91 institutional investors add shares of $BFST stock to their portfolio, and 40 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 405,623 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,464,794
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 364,389 shares (+inf%) to their portfolio in Q2 2026, for an estimated $11,197,673
- BLACKROCK, INC. added 286,027 shares (+11.7%) to their portfolio in Q2 2026, for an estimated $8,789,609
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 271,895 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,355,333
- FOURTHSTONE LLC removed 231,075 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $7,100,934
- DIMENSIONAL FUND ADVISORS LP added 145,298 shares (+12.5%) to their portfolio in Q2 2026, for an estimated $4,465,007
- AMERICAN CENTURY COMPANIES INC added 135,528 shares (+15.2%) to their portfolio in Q2 2026, for an estimated $4,164,775
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
