SBFG at a glance
SB FINANCIAL GROUP, INC. (SBFG, SEC CIK 767405) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 31, 2026 and Form 4 insider filings as recently as September 24, 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), SB FINANCIAL GROUP, INC. (SBFG) reported revenue of $73.9 million (up 14.9% from FY2024) and net income of $14.0 million. Diluted EPS was $2.19.
- As of June 30, 2026, 17 institutional investment managers tracked by SignalX reported holding SB FINANCIAL GROUP, INC. (SBFG) shares worth $27.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by HARDGROVE RICHARD L on September 15, 2026 of 3,702 shares at $29.08 per share.
- In the last 90 days, SBFG insiders reported 0 open-market purchases ($0) and 1 open-market sale ($108K) on Form 4, a net sale of $108K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $73.9M
- +14.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$108K
- 13F holders
- 17 funds
- $27.9M · −1 vs prior quarter
- Latest 8-K
- Jul 31, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $17.9M, up 4.5% YoY from $17.2M
- Net interest margin 3.43% vs 3.48% YoY
- Best line NII $13.0M, up $0.8M; mortgage banking revenue $1.92M vs $2.16M
- Operating cash flow $3.8M vs $3.1M; liquid assets $327.1M vs $263.1M at year-end
- Headwinds: mortgage volume down 19%; rate conditions pressured funding costs and margins
Risk Factors
- Share-repurchase execution risk: 28,364 shares repurchased during Q2 2026
- Capital-allocation risk: 141,552 shares remaining under the program through December 31, 2026
- Regulatory-compliance disclosure: no director or officer adopted or terminated Rule 10b5-1 arrangements
- Legal or liquidity risks: not identifiable from the provided excerpt
AI summary of the SBFG 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 2.02: Results of Operations and Financial Condition
- Item 2.02 references earnings-related disclosure but provides no operating results in the excerpt
- Investor-relevant financial details likely appear in the filing’s accompanying exhibit or press release
Item EX-99.1: Item EX-99.1
- Q2 2026 net income $4.5M and diluted EPS $0.72, up from $0.60, extending profitability to 62 consecutive quarters
- Loans $1.19B, up 8.7% year over year; deposits $1.39B, up 11%, supporting continued balance-sheet expansion
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains the fiscal year 2026 results release and is the key source for financial performance details
- Information furnished under Item 2.02, limiting Section 18 liability and registration-statement incorporation absent explicit inclusion
Item EX-99.1: Item EX-99.1
- Q2 net income $4.5M, up 16.7% YoY, with diluted EPS $0.72, up 20.0%
- Loans grew 8.7% to $1.19B while deposits increased 11.3% to $1.39B, supporting continued balance-sheet expansion
Item EX-99.1: Item EX-99.1
- Quarterly cash dividend increased 7% to $0.16 per share from $0.15
- Payment scheduled August 28, 2026, for shareholders of record August 14, 2026
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, indicating accompanying disclosure is being provided to investors
- Information not deemed “filed” under Exchange Act Section 18, limiting associated liability exposure
AI summaries of SBFG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SBFG
Don't miss the next SBFG filing
- Alerts as it files. A push when SBFG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SBFG, 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 |
|---|---|---|---|---|
| HARDGROVE RICHARD L | Sell | Sep 15, 2026 | 3,702 | $29.08 |
| HARDGROVE RICHARD L | Sell | Jun 15, 2026 | 650 | $23.00 |
| Strausbaugh Sue Ann | Buy | Mar 4, 2026 | 48 | $20.68 |
| WALZ STEVEN A. | A | Feb 5, 2026 | 3,672 | - |
| DILLER KEETA JANE | A | Feb 5, 2026 | 3,672 | - |
| DILLER KEETA JANE | F | Feb 5, 2026 | 878 | $22.14 |
| HELBERG TOM R | A | Feb 5, 2026 | 1,150 | $22.14 |
| WALZ STEVEN A. | F | Feb 5, 2026 | 878 | $22.14 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $58.2M | $64.3M | $73.9M | |
| Net Income | $12.1M | $11.5M | $14.0M | |
| Net Margin | 20.8% | 17.8% | 18.9% | |
| Balance Sheet | ||||
| Total Assets | $1.3B | $1.4B | $1.5B | |
| Equity | $124.3M | $127.5M | $141.2M | |
| ROE | 9.7% | 9.0% | 9.9% | |
| Per Share | ||||
| EPS | $1.75 | $1.72 | $2.19 | |
| Cash Flow | ||||
| Operating CF | $14.0M | $9.5M | $24.0M | |
Source: XBRL data in SB FINANCIAL GROUP, INC. (SBFG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SBFG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 17 | $27.9M |
| Q1 2026 | 18 | $26.3M |
| Q4 2025 | 17 | $27.7M |
| Q3 2025 | 17 | $23.8M |
| Q2 2025 | 17 | $21.0M |
| Q1 2025 | 12 | $13.4M |
| Q4 2024 | 6 | $11.6M |
| Q3 2024 | 6 | $4.3M |
- Renaissance Technologies LLC+12.0K (+43%)
- Citadel Advisors LLC+11.1K (+76%)
- AQR Capital Management+6.5K (+51%)
- Morgan Stanley+5.7K (+24%)
- Dimensional Fund Advisors+4.9K (+2%)
- BlackRock−236.0K (-60%)
- State Street Corp−50.5K (-70%)
- Vanguard Capital Management LLC−43.8K (-15%)
- Northern Trust−35.6K (-72%)
- Goldman Sachs Group−27.5K (-32%)
- Ameriprise Financial+241.5K
- Millennium Management+22.5K
- Vanguard Portfolio Management LLC−33.0K
- BNY Mellon−15.1K
- Citigroup−263
Source: 13F-HR filings on SEC EDGAR (aggregated from 110 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SBFG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 24, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 10-K | Mar 6, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - |
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SBFG SEC filings: frequently asked questions
Are SBFG insiders buying or selling?
In the last 90 days, SB FINANCIAL GROUP, INC. (SBFG) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $107,654 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SBFG stock?
As of June 30, 2026, the largest SB FINANCIAL GROUP, INC. (SBFG) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($6.4 million), Ameriprise Financial ($6.1 million), Dimensional Fund Advisors ($5.1 million), BlackRock ($4.0 million), Goldman Sachs Group ($1.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SBFG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SB FINANCIAL GROUP, INC. (SBFG) reported revenue of $73.9 million (up 14.9% from FY2024) and net income of $14.0 million. Diluted EPS was $2.19. The figures come from the XBRL data in the 10-K.
What did SBFG report in its latest 8-K?
SB FINANCIAL GROUP, INC. (SBFG) filed an 8-K on July 31, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 references earnings-related disclosure but provides no operating results in the excerpt.
What are the latest SBFG SEC filings?
SB FINANCIAL GROUP, INC. (SBFG) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 31, 2026 and a Form 4 insider filing on September 24, 2026.
What is SBFG's SEC CIK number?
SB FINANCIAL GROUP, INC. (SBFG)'s SEC Central Index Key (CIK) is 767405. EDGAR lists every SBFG filing under that number.
Ask anything about SBFG
The research agent reads SBFG's filings, financials, insider trades and 13F holders, then answers with sources.