First Western Financial files November 2026 investor deck; assets $3.42 billion
First Western Financial furnished an investor presentation as Exhibit 99.1 to a Form 8-K filed November 3, 2026, for use with investors and analysts during fiscal 2026. The deck reports balance sheet figures as of September 30, 2026, including $3.42 billion in assets and $2.92 billion in deposits, but the filing contains no new earnings release or guidance, and the information is furnished under Regulation FD rather than filed.
Key points
- Balance sheet as of 9/30/2026: assets $3.42 billion, total loans $2.81 billion, total deposits $2.92 billion, AUM $7.21 billion
- Deck cites tangible book value per share of $26.28 at 9/30/2026 and a stock price of 1.18 times tangible book value as of October 30, 2026
- Insiders own about 13.1% of shares outstanding, per the April 2026 proxy statement; average annual net charge-offs were 8 basis points over the last 10 years
The filing
Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 03, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.