Keefe, Bruyette & Woods Has Lowered Expectations for FB Financial (NYSE:FBK) Stock Price

FB Financial (NYSE:FBK) had its target price cut by investment analysts at Keefe, Bruyette & Woods from $67.00 to $65.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price objective would indicate a potential upside of 20.85% from the stock’s current price.

FBK has been the subject of a number of other research reports. Raymond James Financial raised shares of FB Financial from a “market perform” rating to a “strong-buy” rating and set a $62.00 price objective for the company in a research report on Tuesday, April 7th. Piper Sandler upgraded FB Financial from a “neutral” rating to an “overweight” rating and set a $65.00 price target on the stock in a research report on Thursday, April 2nd. Cantor Fitzgerald set a $65.00 price target on FB Financial in a report on Wednesday. Finally, Weiss Ratings lowered FB Financial from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, FB Financial presently has a consensus rating of “Buy” and a consensus price target of $64.25.

FB Financial Price Performance

Shares of FBK stock traded down $0.92 on Wednesday, hitting $53.79. 95,608 shares of the stock traded hands, compared to its average volume of 305,044. The company’s fifty day moving average is $54.97 and its 200 day moving average is $56.00. FB Financial has a 1-year low of $39.72 and a 1-year high of $62.37. The company has a market capitalization of $2.79 billion, a PE ratio of 20.22 and a beta of 0.98.

FB Financial (NYSE:FBK) last released its earnings results on Monday, April 13th. The financial services provider reported $1.12 earnings per share for the quarter, missing the consensus estimate of $1.13 by ($0.01). The business had revenue of $172.71 million for the quarter, compared to the consensus estimate of $175.45 million. FB Financial had a net margin of 14.26% and a return on equity of 11.85%. The firm’s revenue for the quarter was up 31.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.85 EPS. As a group, equities research analysts expect that FB Financial will post 3.64 EPS for the current year.

Insiders Place Their Bets

In other FB Financial news, major shareholder James Austin Mcpherson sold 8,500 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $60.06, for a total transaction of $510,510.00. Following the completion of the transaction, the insider owned 9,484 shares in the company, valued at approximately $569,609.04. The trade was a 47.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.90% of the stock is owned by insiders.

Institutional Investors Weigh In On FB Financial

Several institutional investors have recently bought and sold shares of FBK. Investors Research Corp bought a new position in FB Financial in the 3rd quarter valued at about $26,000. UMB Bank n.a. lifted its stake in shares of FB Financial by 155.9% in the 3rd quarter. UMB Bank n.a. now owns 481 shares of the financial services provider’s stock worth $27,000 after acquiring an additional 293 shares during the period. CIBC Private Wealth Group LLC acquired a new stake in shares of FB Financial in the 4th quarter worth approximately $27,000. Assetmark Inc. acquired a new stake in shares of FB Financial in the 4th quarter worth approximately $30,000. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of FB Financial in the 3rd quarter worth approximately $31,000. Institutional investors and hedge funds own 65.40% of the company’s stock.

Trending Headlines about FB Financial

Here are the key news stories impacting FB Financial this week:

• Positive Sentiment: Solid quarter-level fundamentals — FBK reported healthy year-over-year revenue and earnings growth and posted first-quarter net income of $57.5M (EPS roughly $1.10; adjusted EPS ~$1.12), showing improvement versus a year ago. FB Financial Corporation Reports First Quarter 2026 Financial Results
• Positive Sentiment: Quality metrics and efficiency gains support dividend thesis — management highlighted low net charge-offs (0.11%), nonperforming assets near 0.98%, an improved efficiency ratio (~54.3%) and commentary backing continued dividend growth. We Still Like FB Financial For The Dividend Growth
• Positive Sentiment: Analyst support — Cantor Fitzgerald reaffirmed an “overweight” rating with a $66 price target, signaling upside from current levels. Benzinga Note on Cantor Fitzgerald Rating
• Neutral Sentiment: Full disclosures available — the company released the earnings slide deck and management held an earnings call; investors can review the presentation and transcript for detail on loan/deposit composition, fee income and capital. FB Financial Corporation 2026 Q1 – Results – Earnings Call Presentation FBK Q1 2026 Earnings Call Transcript
• Negative Sentiment: Small but meaningful misses vs. Street — reported revenue (~$172.7M) and EPS missed consensus (EPS missed by ~$0.01; revenue below estimates), which pressured sentiment given already-tight margin expectations. FB Financial (NYSE:FBK) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings
• Negative Sentiment: Margin and NII headwinds flagged — management and coverage noted net interest income pressure and narrower margins (comments summarized in the call), prompting concerns about near-term earnings power. The market reaction included an intraday drop after the release. FB Financial Signals Disciplined Growth Amid Margin Pressure
• Negative Sentiment: Immediate sell‑side reaction — coverage and news outlets reported the share price decline (Investing.com noted a ~5% drop) following the revenue miss and NII commentary. FB Financial stock falls 5% after posting revenue miss in Q1 as NII decreases

About FB Financial

FB Financial Corporation, through its banking subsidiary FirstBank, is a Tennessee-based bank holding company that provides a broad range of financial services to individuals, small and medium-sized businesses, and commercial clients. Established to serve the banking needs of communities across the southeastern United States, the company’s core offerings include consumer and commercial deposit products, commercial lending, and mortgage services.

In addition to traditional checking and savings accounts, FB Financial’s service portfolio encompasses treasury and cash management, equipment financing, and letters of credit to support the working capital and expansion needs of business customers.