FBIZ at a glance
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ, SEC CIK 1521951) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as August 28, 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), FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) reported revenue of $247.3 million (up 6.1% from FY2024) and net income of $50.3 million. Diluted EPS was $5.94.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) shares worth $198.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Chandler Jodi A on August 27, 2026 of 675 shares at $70.19 per share.
- In the last 90 days, FBIZ insiders reported 0 open-market purchases ($0) and 1 open-market sale ($47K) on Form 4, a net sale of $47K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $247.3M
- +6.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$47K
- 13F holders
- 26 funds
- $198.4M · −1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Top-line revenue $46.7M, up 13.8% YoY from $41.0M
- Net interest margin 3.78% vs 3.67% YoY
- Net income $15.4M vs $11.2M; ROAA 1.43% vs 1.14%
- Loan growth strongest contributor: average loans up 9.6% to $3.488B
- Core deposits $2.878B, up 15.3% annualized; SBA 7(a) lending exited as a headwind
Risk Factors
- Risk Factors section not provided; filing excerpt contains Items 2, 5, 6, and signatures only
- No newly added risk trigger identifiable from the provided text
- Share repurchase authorization $5.0 million, with no program repurchases as of June 30, 2026
- 15,029 shares surrendered for income-tax withholding during the quarter
AI summary of the FBIZ 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
- Investor presentation posted August 20, 2026, covering operating performance, financial condition, and business strategy
- Presentation intended for recurring discussions with shareholders, analysts, and other third parties
Item EX-99.1: Item EX-99.1
- Q2 2026 EPS $1.84, up 36% YoY; net income $15.4M, up 37%, supported by revenue growth and lower credit costs
- Loans reached $3.586B, up 10.3% YoY; core deposits $2.878B, up 13.6%, strengthening funding for continued expansion
Item 7.01: Regulation FD Disclosure
- Q2 2026 earnings presentation posted July 30, ahead of the July 31 earnings call
- Presentation covers operating performance, financial condition, and business strategy
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings covered quarter ended June 30, 2026
- Quarterly cash dividend declared on common stock
Item EX-99.1: Item EX-99.1
- Q2 net income $15.4M, or $1.84 EPS, up from $1.35 YoY; $0.14 EPS benefited from tax and one-time compensation items
- Loan growth 10.3% YoY to $3.588B and core deposits up 13.6% to $2.878B, supporting balance-sheet expansion
Item 7.01: Regulation FD Disclosure
- Press release dated May 28, 2026 discloses Mr. Ferris’s appointment
- Appointment details and potential leadership implications are contained in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 8 to 9 directors, adding Scott M. Ferris as a Class III Director
- Ferris appointed to Audit Committee and Operational Risk Committee
AI summaries of FBIZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FBIZ
Don't miss the next FBIZ filing
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- Fund moves. Which tracked funds opened, added or cut FBIZ, 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 |
|---|---|---|---|---|
| Chandler Jodi A | Sell | Aug 27, 2026 | 675 | $70.19 |
| Ferris Scott M. | A | Aug 16, 2026 | 575 | - |
| Hartlieb James Edward | A | Apr 10, 2026 | 2,730 | - |
| Hartlieb James Edward | G | Apr 10, 2026 | 127 | - |
| CHAMBAS COREY A | A | Apr 10, 2026 | 10,370 | - |
| CHAMBAS COREY A | F | Apr 10, 2026 | 4,875 | $58.60 |
| Seiler David R. | F | Apr 10, 2026 | 1,912 | $58.60 |
| Seiler David R. | A | Apr 10, 2026 | 4,780 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $194.9M | $233.1M | $247.3M |
| Net Income | $37.0M | $44.2M | $50.3M |
| Net Margin | 19.0% | 19.0% | 20.3% |
| Balance Sheet | |||
| Total Assets | $3.5B | $3.9B | $4.1B |
| Equity | $289.6M | $328.6M | $371.6M |
| ROE | 12.8% | 13.5% | 13.5% |
| Per Share | |||
| EPS | $4.33 | $5.20 | $5.94 |
| Cash Flow | |||
| Operating CF | $52.3M | $57.5M | $61.7M |
| CapEx | - | $223K | $595K |
Source: XBRL data in FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FBIZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $198.4M |
| Q1 2026 | 27 | $162.3M |
| Q4 2025 | 25 | $163.2M |
| Q3 2025 | 26 | $158.8M |
| Q2 2025 | 26 | $156.6M |
| Q1 2025 | 22 | $98.5M |
| Q4 2024 | 17 | $90.9M |
| Q3 2024 | 12 | $66.6M |
- BlackRock+58.2K (+7%)
- Two Sigma Investments+41.9K (+132%)
- AQR Capital Management+34.3K (+36%)
- Citadel Advisors LLC+16.4K (+369%)
- State Street Corp+13.7K (+8%)
- FIRST BUSINESS FINANCIAL SERVICES, INC.−21.1K (-6%)
- Goldman Sachs Group−12.7K (-23%)
- Millennium Management−7.8K (-24%)
- U.S. Bancorp−3.4K (-19%)
- Renaissance Technologies LLC−1.6K (-1%)
- Franklin Resources−17.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 181 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FBIZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 13F-HR | Jul 28, 2026 | Jun 30, 2026 | - | |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 13F-HR | May 1, 2026 | Mar 31, 2026 | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 24, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 8-K | Apr 16, 2026 | - | Analysis | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 8-K | Apr 14, 2026 | - | Analysis | - |
| 4 | Apr 14, 2026 | - | - | - |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | - |
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FBIZ SEC filings: frequently asked questions
Are FBIZ insiders buying or selling?
In the last 90 days, FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $47,381 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FBIZ stock?
As of June 30, 2026, the largest FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) holders among the 13F filers tracked by SignalX were BlackRock ($58.6 million), Dimensional Fund Advisors ($31.5 million), Vanguard Capital Management LLC ($21.7 million), FIRST BUSINESS FINANCIAL SERVICES, INC. ($21.5 million), State Street Corp ($11.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FBIZ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) reported revenue of $247.3 million (up 6.1% from FY2024) and net income of $50.3 million. Diluted EPS was $5.94. The figures come from the XBRL data in the 10-K.
What did FBIZ report in its latest 8-K?
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) filed an 8-K on August 20, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor presentation posted August 20, 2026, covering operating performance, financial condition, and business strategy.
What are the latest FBIZ SEC filings?
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on August 28, 2026.
What is FBIZ's SEC CIK number?
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ)'s SEC Central Index Key (CIK) is 1521951. EDGAR lists every FBIZ filing under that number.
Ask anything about FBIZ
The research agent reads FBIZ's filings, financials, insider trades and 13F holders, then answers with sources.