FMBH

FIRST MID BANCSHARES, INC.

Nasdaq · State Commercial Banks · Inc. DE · CIK 0000700565
$45.04 +0.02% $1.2B
High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Analyst ConsensusBuy (69%)
Inst. Holders8 funds
Inst. Value$68.7M
Inst. Activity4 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$432.8K
SEC Reports5
Press Releases2
Exchange Nasdaq·Sector State Commercial Banks·Inc. DE·CIK 0000700565·Prev Close $45.03

Recent Activity

May 8, 2026 Insider
Nelson Regina P sold 1,000 shares
EVP, Chief Marketing Officer @ $43.94 ($43.9K)
Apr 29, 2026 Press
First Mid Bancshares announced a planned leadership transition: President Matthew K. Smith will become CEO effective Jul
Impact 2/10
Apr 29, 2026 SEC
First Mid Bancshares announced a planned leadership transition: President Matthew Smith will become CEO and President ef
8-K — Impact 2/10
Apr 29, 2026 leadership
First Mid Names Matt Smith CEO and President; Joe Dively to Transition to Executive Chairman as Part of Planned Succession
<p>MATTOON, Ill., April 29, 2026 (GLOBE NEWSWIRE) -- First Mid Bancshares, Inc. (NASDAQ: FMBH) (“F
Apr 29, 2026 SEC
First Mid Bancshares reported record Q1 2026 net income of $26.3M ($1.06 diluted EPS), beating the $1.03 consensus by 2.
8-K — Impact 6/10
Apr 15, 2026 SEC
First Mid Bancshares entered into a $35 million financing package with Bankers' Bank, consisting of a $15 million revolv
8-K — Impact 5/10
Apr 2, 2026 Insider
Westerhold Mary sold 323.313 shares
Director @ $41.15 ($13.3K)
Apr 2, 2026 Insider
McRae Eric S sold 86.261 shares
EVP, Chief Lending Officer @ $41.15 ($3.5K)

Price Targets

$49.00 +7.3% upside Buy
Current $45.67 Low $46.00 Median $48.00 High $55.00 7 analysts
$46.00 $55.00

Analyst Ratings

Buy69% buy · 13 analysts
2Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 1, 2026 Piper Sandler REITERATE Overweight → Overweight
May 1, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Feb 2, 2026 DA Davidson MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.10 ▲ +1.8% $1.03 — $1.15 12% YoY 7
Next Q $1.13 ▲ +1.9% $1.08 — $1.20 16% YoY 7
Current FY $4.56 ▲ +3.1% $4.42 — $4.70 15% YoY 7
Next FY $4.89 ▲ +1.6% $4.75 — $5.00 7% YoY 7

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$51.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT$7.0MNEW
MORGAN STANLEY$3.3MADD
WELLS FARGO & COMPANY/MN$3.2M
BANK OF AMERICA CORP$1.3MADD

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026Nelson ReginaA$43.9K
Apr 2, 2026Westerhold MaryA$13.3K
Apr 2, 2026McRae EricA$3.5K
Apr 2, 2026Cook RobertA$13.2K
Apr 2, 2026Zimmer JamesA$12.7K
8 institutional holders with $68.7M total value (1,762,161 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,323,842$51.6M75.1%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC179,240$7.0M10.2%NEW
3MORGAN STANLEY84,477$3.3M4.8%ADD +73.9%
4WELLS FARGO & COMPANY/MN82,553$3.2M4.7%
5BANK OF AMERICA CORP /DE/34,317$1.3M1.9%ADD +46.6%
6TWO SIGMA INVESTMENTS, LP32,377$1.3M1.8%ADD +49.5%
7RENAISSANCE TECHNOLOGIES LLC22,200$865.8K1.3%ADD +43.2%
8FMR LLC3,155$123.1K0.2%DOUBLED +103.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD48,57684,477+73.9%$3.3M2025-Q4
BANK OF AMERICA CORP /DE/ADD23,40734,317+46.6%$1.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD15,50022,200+43.2%$865.8K2025-Q4
FMR LLCDOUBLED1,5493,155+103.7%$123.1K2025-Q4
TWO SIGMA INVESTMENTS, LPADD24,59836,766+49.5%$1.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM20,70015,500-25.1%$587.1K2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM34,86024,598-29.4%$922.2K2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM31,60020,700-34.5%$776.0K2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED17,13134,860+103.5%$1.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD17,10031,600+84.8%$1.1M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT39,4319,581-75.7%$334.4K2025-Q1
CITADEL ADVISORS LLCNEW39,431$1.5M2024-Q4
UBS Group AGADD16,57320,890+26.0%$769.2K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW175,254$6.8M2024-Q3
MORGAN STANLEYDOUBLED43,58188,410+102.9%$3.4M2024-Q3
24 unique insiders with 3 transactions. Net insider value: -$432.8K ($0.00 bought, $432.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026Nelson Regina PEVP, Chief Marketing OfficerA1,000$43.94$43.9K
Apr 2, 2026Westerhold MaryDirectorA323.313$41.15$13.3K
Apr 2, 2026McRae Eric SEVP, Chief Lending OfficerA86.261$41.15$3.5K
Apr 2, 2026Cook Robert SDirectorA320.263$41.15$13.2K
Apr 2, 2026Zimmer James EdwinDirectorA308.062$41.15$12.7K
Apr 2, 2026SMITH MATTHEW KPresidentA65.084$41.15$2.7K
Feb 20, 2026Wolak Stas REVP Chief Retail Banking Ofc.SELL430$43.67$18.8K
Feb 4, 2026Beesley Bradley LEVP, CEO First Mid Wealth MgmtSELL6,000$44.00$264.0K
Feb 2, 2026Frieburg Jeremy RSVP, Chief Information OfficerA2,315$43.58$100.9K
Feb 2, 2026Lewis Amanda DEVP, Chief Operations OfficerA2,920$43.58$127.3K
Feb 2, 2026McElwee Megan EEVP, Chief Credit OfficerA2,420$43.58$105.5K
Feb 2, 2026McRae Eric SEVP, Chief Lending OfficerA3,850$43.58$167.8K
Feb 2, 2026Read Jordan D.EVP, CFO & Chief Risk OfficerA3,850$43.58$167.8K
Feb 2, 2026Schuetz Anya YSVP, Director of Project MgmtA1,185$43.58$51.6K
Feb 2, 2026TAYLOR MICHAEL LChief Operating OfficerA3,850$43.58$167.8K
Feb 2, 2026Wolak Stas REVP Chief Retail Banking Ofc.A2,420$43.58$105.5K
Feb 2, 2026Palmby Paul LaurenceDirectorA775$43.58$33.8K
Feb 2, 2026McCurry James KyleDirectorA775$43.58$33.8K
Feb 2, 2026SMITH MATTHEW KPresidentA4,950$43.58$215.7K
Feb 2, 2026Adams Holly BDirectorA775$43.58$33.8K
Feb 2, 2026GATONS RHONDA GEVP, Chief Human Resources OfcA2,420$43.58$105.5K
Feb 2, 2026Dively Joseph RChairman & CEOA13,200$43.58$575.3K
Feb 2, 2026Dean Clay MCEO-First Mid Insurance GroupA2,420$43.58$105.5K
Feb 2, 2026Crowder Jason MEVP, General CounselA2,420$43.58$105.5K
Feb 2, 2026Beesley Bradley LEVP, CEO First Mid Wealth MgmtA2,420$43.58$105.5K
Feb 2, 2026Zimmer James EdwinDirectorA775$43.58$33.8K
Feb 2, 2026Westerhold MaryDirectorA775$43.58$33.8K
Feb 2, 2026Melvin Alex JDirectorA775$43.58$33.8K
Feb 2, 2026Marcus Gisele ADirectorA775$43.58$33.8K
Feb 2, 2026Horn ZacharyDirectorA775$43.58$33.8K
Feb 2, 2026Cook Robert SDirectorA775$43.58$33.8K
Dec 24, 2025Dean Clay MCEO-First Mid Insurance GroupSELL3,696.229$40.58$150.0K
Current analyst consensus: Buy (69% buy). Based on 13 analysts: 2 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$49.00 mean target +7.3% upside Buy (3.00)
$46.00 Low $55.00 High
MetricValue
Current Price$45.67
Target Low$46.00
Target Mean$49.00
Target Median$48.00
Target High$55.00
# Analysts7
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.10 $1.03 $1.15 11.5% +1.8% 5↑ 1↓ $0.1B 24.2% 7
Next Q
2026-09-30
$1.13 $1.08 $1.20 16.5% +1.9% 5↑ 2↓ $0.1B 22.0% 7
Current FY
2026-12-31
$4.56 $4.42 $4.70 14.6% +3.1% 7↑ 0↓ $0.3B 23.5% 7
Next FY
2027-12-31
$4.89 $4.75 $5.00 7.3% +1.6% 5↑ 0↓ $0.3B 6.2% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.104
7d ago$1.084+0.020
30d ago$1.084+0.020
60d ago$1.081+0.023
90d ago$1.094+0.010
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 DA Davidson MAINTAIN Neutral Neutral
May 1, 2026 Piper Sandler REITERATE Overweight Overweight
May 1, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Feb 2, 2026 DA Davidson MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262740069%
May 1, 20262740069%
Apr 1, 20262740069%
Mar 1, 20262740069%
Feb 1, 20262640067%
Jan 1, 20263640069%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
leadership
First Mid Names Matt Smith CEO and President; Joe Dively to Transition to Executive Chairman as Part of Planned Succession
<p>MATTOON, Ill., April 29, 2026 (GLOBE NEWSWIRE) -- First Mid Bancshares, Inc. (NASDAQ: FMBH) (“First Mid”) today announced a leadership transition
Apr 29, 2026
earnings
First Mid Bancshares, Inc. Announces First Quarter 2026 Results
<p align="left">MATTOON, Ill., April 29, 2026 (GLOBE NEWSWIRE) -- First Mid Bancshares, Inc. (NASDAQ: FMBH) (the “Company”) today announced its fina
Apr 29, 2026
earnings_calendar
FMBH Q1 2026 Earnings Scheduled — 2026-04-29
Apr 28, 2026
earnings_calendar
FMBH Q1 2026 Earnings Scheduled — 2026-04-28
Mar 2, 2026
m_and_a
First Mid Bancshares, Inc. Completes Acquisition of Two Rivers Financial Group, Inc.
<p>MATTOON, Ill., March 02, 2026 (GLOBE NEWSWIRE) -- First Mid Bancshares, Inc. (NASDAQ: FMBH) (“First Mid” or the “Company”) announced today that t