BFST at a glance
Business First Bancshares, Inc. (BFST, SEC CIK 1624322) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as August 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Business First Bancshares, Inc. (BFST) reported revenue of $10.7 million (up 1.2% from FY2024) and net income of $87.9 million. Diluted EPS was $2.79.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Business First Bancshares, Inc. (BFST) shares worth $282.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cummings George W. III on August 24, 2026 of 10,000 shares at $31.33 per share.
- In the last 90 days, BFST insiders reported 1 open-market purchase ($47K) and 16 open-market sales ($3.4M) on Form 4, a net sale of $3.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $10.7M
- +1.2% vs prior year
- Insiders · 90 days
- 1 buy · 16 sells
- Net −$3.4M
- 13F holders
- 28 funds
- $282.4M · +0 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 7.01 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net income $22.8M vs $20.8M YoY; EPS $0.70 in both quarters
- Net interest income $77.8M vs $67.0M; net interest margin 3.73% vs 3.68%
- Net interest spread 2.99% vs 2.88%; overall cost of funds 2.44% vs 2.78%
- Total assets $8.9B, loans $6.7B, deposits $7.2B at June 30, 2026
- $85.0M subordinated-notes issuance; $66.9M used to redeem outstanding subordinated notes
Risk Factors
- No risk-factors section provided; submitted text covers repurchases, exhibits, and signatures
- New capital-allocation activity: 176,849 shares repurchased for $4.8 million during the quarter
- Repurchase authorization: $30.0 million through October 28, 2027, with $18.706 million remaining at June 30, 2026
- Financing disclosure: subordinated note purchase agreement dated April 2, 2026
AI summary of the BFST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Supplemental information released July 23, 2026 under Regulation FD
- Exhibit 99.2 supports the company’s press release and may contain investor-relevant operating data
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced for quarter ended June 30, 2026; detailed financials in Exhibit 99.1
- Common dividend $0.15 per share; August 15, 2026 record date and August 31, 2026 payment date
Item EX-99.1: Item EX-99.1
- Q2 2026 net income available to common shareholders $22.8M, or $0.70 diluted EPS, up $0.6M and $0.02 sequentially
- Net interest margin expanded to 3.73% from 3.65%, supported by higher loan yields and deposit-cost management
Item 7.01: Regulation FD Disclosure
- Supplemental information made available April 27, 2026, supporting Business First’s accompanying press release
- Exhibit 99.2 contains the substantive investor information and should be reviewed for financial details
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results covered quarter ended March 31, 2026; detailed financials in Exhibit 99.1
- Common dividend $0.15 per share; record date May 15, 2026 and payment May 29, 2026
Item EX-99.1: Item EX-99.1
- Q1 net income available to common shareholders $22.2M, or $0.68 diluted EPS, up from $19.2M year-over-year
- Progressive acquisition added $773.8M assets, $589.7M loans, $684.9M deposits and nine banking centers
AI summaries of BFST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BFST
Don't miss the next BFST filing
- Alerts as it files. A push when BFST files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BFST, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cummings George W. III | Sell | Aug 24, 2026 | 10,000 | $31.33 |
| Cummings George W. III | Sell | Aug 21, 2026 | 4,200 | $31.27 |
| Cummings George W. III | Sell | Aug 19, 2026 | 3,235 | $31.80 |
| Cummings George W. III | Sell | Aug 18, 2026 | 10,000 | $31.78 |
| Carter Donald Chad | Sell | Aug 6, 2026 | 1,875 | $31.64 |
| Hall William G. | Sell | Aug 5, 2026 | 1,666 | $31.97 |
| Strong Saundra | Sell | Aug 5, 2026 | 1,000 | $31.98 |
| Hall William G. | Sell | Aug 5, 2026 | 9,723 | $31.97 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $9.7M | $10.6M | $10.7M |
| Net Income | $71.0M | $65.1M | $87.9M |
| Net Margin | 732.1% | 615.6% | 820.8% |
| Balance Sheet | |||
| Total Assets | $6.6B | $7.9B | $8.2B |
| Equity | $644.3M | $799.5M | $896.9M |
| ROE | 11.0% | 8.1% | 9.8% |
| Per Share | |||
| EPS | - | $2.26 | $2.79 |
| Cash Flow | |||
| Operating CF | $92.4M | $61.4M | $92.1M |
| CapEx | $11.6M | $1.6M | $66K |
Source: XBRL data in Business First Bancshares, Inc. (BFST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BFST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $282.4M |
| Q1 2026 | 28 | $216.4M |
| Q4 2025 | 26 | $187.7M |
| Q3 2025 | 25 | $173.4M |
| Q2 2025 | 24 | $173.6M |
| Q1 2025 | 21 | $112.5M |
| Q4 2024 | 18 | $95.8M |
| Q3 2024 | 15 | $47.9M |
- State Street Corp+384.1K (+58%)
- BlackRock+286.0K (+12%)
- JPMorgan Chase & Co+170.7K (+73%)
- Dimensional Fund Advisors+145.3K (+12%)
- Two Sigma Investments+107.0K (+133%)
- Franklin Resources−109.9K (-62%)
- Raymond James Financial−39.5K (-85%)
- Vanguard Capital Management LLC−31.4K (-2%)
- PNC Financial Services−12.6K (-100%)
- Bank of America Corp−2.1K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 185 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BFST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 11, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
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BFST SEC filings: frequently asked questions
Are BFST insiders buying or selling?
In the last 90 days, Business First Bancshares, Inc. (BFST) officers, directors and 10% owners reported 1 open-market purchase worth $47,415 by 1 insider and 16 open-market sales worth $3.4 million by 6 insiders on Form 4, a net sale of $3.4 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BFST stock?
As of June 30, 2026, the largest Business First Bancshares, Inc. (BFST) holders among the 13F filers tracked by SignalX were BlackRock ($84.0 million), Vanguard Capital Management LLC ($43.0 million), Dimensional Fund Advisors ($40.3 million), State Street Corp ($32.1 million), BNY Mellon ($13.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BFST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Business First Bancshares, Inc. (BFST) reported revenue of $10.7 million (up 1.2% from FY2024) and net income of $87.9 million. Diluted EPS was $2.79. The figures come from the XBRL data in the 10-K.
What did BFST report in its latest 8-K?
Business First Bancshares, Inc. (BFST) filed an 8-K on July 23, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Supplemental information released July 23, 2026 under Regulation FD.
What are the latest BFST SEC filings?
Business First Bancshares, Inc. (BFST) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on August 25, 2026.
What is BFST's SEC CIK number?
Business First Bancshares, Inc. (BFST)'s SEC Central Index Key (CIK) is 1624322. EDGAR lists every BFST filing under that number.
Ask anything about BFST
The research agent reads BFST's filings, financials, insider trades and 13F holders, then answers with sources.