FB Financial Corporation (FBK) - What Are Analysts Saying About This Stock?

Key Points

• Analysts remain bullish: FB Financial has a consensus “Buy” rating from seven analysts, with an average 12-month price target of $64.43 versus a recent share price near $50.
• Third-quarter results were mixed: Adjusted EPS matched expectations at $1.21 and net income rose to $60.2 million, but revenue of $175.6 million missed estimates and net interest margin declined to 3.83%.
• Margin pressure is the key risk: Management expects 2026 net interest margin excluding accretion of approximately 3.7%–3.8%, prompting Raymond James to cut its price target to $62, despite continued loan growth, share repurchases, and capital flexibility.

FB Financial Corporation (NYSE:FBK - Get Free Report) has been given a consensus recommendation of "Buy" by the seven research firms that are currently covering the firm, Marketbeat.com reports. Six analysts have rated the stock with a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $64.43.

A number of research firms have issued reports on FBK. Keefe, Bruyette & Woods cut their price target on FB Financial from $65.00 to $64.00 and set an "outperform" rating for the company in a research note on Wednesday. Truist Financial set a $64.00 target price on FB Financial in a report on Wednesday. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $65.00 target price on shares of FB Financial in a research report on Wednesday. Benchmark upped their price target on FB Financial from $64.00 to $67.00 and gave the stock a "buy" rating in a report on Wednesday, July 15th. Finally, Weiss Ratings upgraded FB Financial from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, October 9th.

More FB Financial News

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

• Positive Sentiment: Third-quarter adjusted EPS was $1.21, matching consensus and increasing from $1.07 a year earlier. Net income rose to $60.2 million, while loans and deposits grew at annualized rates of 9.68% and 8.82%, respectively. FB Financial Corporation Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Cantor Fitzgerald reaffirmed its Overweight rating and set a $65 price target, implying substantial upside from recent levels. Raymond James also maintained a Strong Buy rating, supporting the view that the bank’s loan growth and capital position remain attractive. Raymond James Adjusts FB Financial’s Price Target
• Neutral Sentiment: FB Financial repurchased approximately 545,000 shares and completed a $125 million subordinated debt issuance, actions that support capital flexibility but also increase attention on funding costs and balance-sheet management. FB Financial Q3 Net Income Rises
• Negative Sentiment: Revenue of roughly $175 million missed estimates near $182 million. Net interest margin fell to 3.83% from 3.95% in the prior quarter as deposit competition lifted funding costs, offsetting benefits from loan growth. What FB Financial’s Margin Squeeze Means
• Negative Sentiment: Management forecast a 2026 net interest margin excluding accretion of approximately 3.7% to 3.8%, with fourth-quarter growth expected to moderate. Raymond James consequently reduced its price target to $62 from $65, indicating that margin pressure is limiting near-term upside. FB Financial Forecasts 2026 Net Interest Margin

FB Financial Price Performance

Shares of FB Financial stock opened at $50.39 on Thursday. The stock's 50-day moving average is $55.84 and its 200 day moving average is $55.29. FB Financial has a one year low of $49.24 and a one year high of $62.65. The firm has a market cap of $2.52 billion, a price-to-earnings ratio of 11.20 and a beta of 0.98.

FB Financial (NYSE:FBK - Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The financial services provider reported $1.21 earnings per share for the quarter, hitting analysts' consensus estimates of $1.21. FB Financial had a return on equity of 12.32% and a net margin of 22.62%. The business had revenue of $175.62 million for the quarter, compared to the consensus estimate of $181.56 million. On average, sell-side analysts expect that FB Financial will post 4.67 EPS for the current fiscal year.

FB Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, August 25th. Stockholders of record on Tuesday, August 11th were paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date was Tuesday, August 11th. FB Financial's payout ratio is presently 18.67%.

Hedge Funds Weigh In On FB Financial

Several institutional investors have recently modified their holdings of FBK. GAMMA Investing LLC grew its position in FB Financial by 9.2% during the third quarter. GAMMA Investing LLC now owns 2,562 shares of the financial services provider's stock valued at $132,000 after buying an additional 216 shares during the period. Versant Capital Management Inc increased its holdings in FB Financial by 385.0% during the third quarter. Versant Capital Management Inc now owns 2,294 shares of the financial services provider's stock worth $119,000 after buying an additional 1,821 shares during the last quarter. Engineers Gate Manager LP purchased a new stake in FB Financial during the second quarter worth about $410,000. Arizona State Retirement System increased its holdings in FB Financial by 3.4% during the second quarter. Arizona State Retirement System now owns 12,159 shares of the financial services provider's stock worth $673,000 after buying an additional 395 shares during the last quarter. Finally, Nykredit A S bought a new stake in FB Financial in the second quarter worth about $37,000. 65.40% of the stock is owned by institutional investors.

FB Financial Company Profile

FB Financial Corporation is a bank holding company headquartered in Nashville, Tennessee. Its principal subsidiary, FirstBank, provides banking and financial services to individuals, businesses and institutions through a regional branch network and digital banking channels.

FirstBank's offerings include personal and business deposit accounts, residential and commercial real estate lending, consumer loans, commercial and industrial financing, treasury management, wealth management and mortgage banking services.

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