FRME

FIRST MERCHANTS CORP

Nasdaq · National Commercial Banks · Inc. IN · CIK 0000712534
$42.09 +2.14% $2.7B
Insider Selling Cluster (2 insiders)14 New Institutional Positions4 Institutional Exits
Vol
Market Cap$2.7B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity14 buys / 4 sells
Insider Activity0B / 5S
Insider Net $-$726.1K
SEC Reports2
Press Releases1
Exchange Nasdaq·Sector National Commercial Banks·Inc. IN·CIK 0000712534·Prev Close $41.21

Recent Activity

Jun 4, 2026 other
First Merchants Bank Recognized on Forbes’ World’s Best Banks 2026 List
First Merchants named to Forbes’ World’s Best Banks 2026, reflecting strong customer trust, service
May 19, 2026 Press
First Merchants Corporation declared a $0.37 per share quarterly cash dividend, payable June 19 to shareholders of recor
Impact 2/10
May 5, 2026 Insider
Myers Larry W sold 0.407 shares
First Vice President @ $40.54 ($16.50)
Apr 22, 2026 SEC
First Merchants Corporation reported Q1 2026 GAAP EPS of $0.45, missing consensus of $0.97, but adjusted EPS of $1.03 be
PRESS-RELEASE — Impact 6/10
Apr 2, 2026 SEC
First Merchants Corporation announced the date for its Q1 2026 earnings release and provided details for the upcoming co
PRESS-RELEASE — Impact 3/10
Mar 31, 2026 Insider
Johnson Kevin D was granted 564 shares
Director @ $38.73 ($21.8K)
Mar 31, 2026 Insider
RECHIN MICHAEL C was granted 625 shares
Director @ $38.73 ($24.2K)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — DOUBLED
1,007,235 shares ($39.0M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$47.60 (Feb 2026)
Current $42.09 Low $45.00 Median $48.00 High $50.00 5 analysts
$45.00 $50.00

Analyst Ratings

Historical distribution75% buy · 12 analysts · last covering-analyst action Feb 2026
2Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 4, 2026 Piper Sandler MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.02 ▼ -1.0% $1.00 — $1.05 5% YoY 6
Next Q $1.07 ▼ -1.1% $1.04 — $1.09 8% YoY 6
Current FY $4.24 ▲ +1.2% $4.17 — $4.30 9% YoY 6
Next FY $4.55 $4.43 — $4.70 8% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$189.8M
DIMENSIONAL FUND ADVISORS LP$139.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$130.1M
VANGUARD CAPITAL MANAGEMENT LLC$105.8M
EARNEST PARTNERS LLC$87.4M

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Myers LarrySELL$16.50
Mar 31, 2026Johnson KevinA$21.8K
Mar 31, 2026RECHIN MICHAELA$24.2K
Mar 31, 2026Sondhi JasonA$23.4K
Mar 31, 2026Lehman GaryA$21.8K
50 institutional holders with $1.2B total value (31,504,318 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 14 institutions added/increased vs 4 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,899,356$189.8M15.6%
2DIMENSIONAL FUND ADVISORS LP3,596,017$139.3M11.4%
3VANGUARD PORTFOLIO MANAGEMENT LLC3,359,034$130.1M10.7%
4VANGUARD CAPITAL MANAGEMENT LLC2,730,611$105.8M8.7%
5EARNEST PARTNERS LLC2,255,590$87.4M7.2%
6STATE STREET CORP2,239,768$86.7M7.1%
7GOLDMAN SACHS GROUP INC1,137,185$44.0M3.6%
8Nuveen, LLC1,043,323$40.4M3.3%
9WELLINGTON MANAGEMENT GROUP LLP1,007,235$39.0M3.2%DOUBLED +913.5%
10VICTORY CAPITAL MANAGEMENT INC994,995$38.5M3.2%
11WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC789,882$30.6M2.5%
12FIRST TRUST ADVISORS LP725,259$28.1M2.3%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC719,425$27.9M2.3%
14MANUFACTURERS LIFE INSURANCE COMPANY, THE433,049$16.8M1.4%
15TWO SIGMA INVESTMENTS, LP405,552$15.7M1.3%DOUBLED +102.6%
16VANGUARD FIDUCIARY TRUST CO399,116$15.5M1.3%
17FMR LLC370,935$14.4M1.2%
18RAYMOND JAMES FINANCIAL INC344,643$13.2M1.1%
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC328,017$12.7M1.0%DOUBLED +252.0%
20MetLife Investment Management, LLC315,967$12.2M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPDOUBLED99,3791,007,235+913.5%$39.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD166,121243,276+46.4%$9.4M2026-Q1
SEI INVESTMENTS COADD111,136147,699+32.9%$5.7M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDOUBLED10,137105,259+938.4%$4.1M2026-Q1
FRANKLIN RESOURCES INCADD55,67889,763+61.2%$3.5M2026-Q1
Cerity Partners LLCDOUBLED12,29378,165+535.8%$3.0M2026-Q1
MARSHALL WACE, LLPADD46,62964,324+37.9%$2.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED5,84037,175+536.6%$1.4M2026-Q1
Trexquant Investment LPTRIM62,95829,415-53.3%$1.1M2026-Q1
Brevan Howard Capital Management LPDOUBLED5,70913,040+128.4%$505.0K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM17,88312,402-30.6%$480.3K2026-Q1
FIFTH THIRD BANCORPDOUBLED2,53811,862+367.4%$459.4K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEAR_EXIT62,6103,349-94.7%$129.7K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED3231,373+325.1%$53.2K2026-Q1
Rockefeller Capital Management L.P.DOUBLED302650+115.2%$25.2K2026-Q1
ASSETMARK, INCDOUBLED111441+297.3%$17.1K2026-Q1
HRT FINANCIAL LPADD33,63767,168+99.7%$2.6K2026-Q1
Capital International InvestorsEXIT1,346,3000-100.0%$0.002026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM163,412112,011-31.5%$4.2M2025-Q4
Point72 Asset Management, L.P.DOUBLED6,274105,180+1576.4%$3.9M2025-Q4
Mariner, LLCADD58,01680,087+38.0%$3.0M2025-Q4
STIFEL FINANCIAL CORPDOUBLED8,34975,539+804.8%$2.8M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD53,37771,984+34.9%$2.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED32,24965,339+102.6%$2.4M2025-Q4
Trexquant Investment LPTRIM113,59562,958-44.6%$2.4M2025-Q4
19 unique insiders with 25 transactions. Net insider value: -$726.1K ($0.00 bought, $726.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Myers Larry WFirst Vice PresidentSELL0.407$40.54$16.50
Mar 31, 2026Johnson Kevin DDirectorAWARD564$38.73$21.8K
Mar 31, 2026RECHIN MICHAEL CDirectorAWARD625$38.73$24.2K
Mar 31, 2026Sondhi Jason RDirectorAWARD605$38.73$23.4K
Mar 31, 2026Lehman GaryDirectorAWARD564$38.73$21.8K
Mar 31, 2026KELLOGG CLARK CDirectorAWARD584$38.73$22.6K
Mar 31, 2026WOJTOWICZ JEAN LDirectorAWARD806$38.73$31.2K
Mar 31, 2026Becher Michael RDirectorAWARD625$38.73$24.2K
Mar 31, 2026Brooks Susan WDirectorAWARD584$38.73$22.6K
Mar 31, 2026Chiang MungDirectorAWARD584$38.73$22.6K
Mar 31, 2026FISHER MICHAEL JDirectorAWARD564$38.73$21.8K
Mar 31, 2026Halderman HowardDirectorAWARD605$38.73$23.4K
Mar 23, 2026HARDWICK MARK KChief Executive OfficerAWARD33.434$36.54$1.2K
Mar 23, 2026FLUHLER STEPHANChief Information OfficerAWARD217.383$36.54$7.9K
Feb 26, 2026Myers Larry WFirst Vice PresidentSELL5,000$41.50$207.5K
Feb 26, 2026Myers Larry WFirst Vice PresidentSELL5,000$41.50$207.5K
Feb 12, 2026Scurlock Eva D.Chief Risk OfficerEXERCISE4,762$26.04$124.0K
Feb 12, 2026Scurlock Eva D.Chief Risk OfficerTAX W/H3,810$41.64$158.6K
Feb 11, 2026FLUHLER STEPHANChief Information OfficerSELL4,161$41.96$174.6K
Feb 8, 2026Harris Steven CChief Human Resources OfficerTAX W/H970$42.34$41.1K
Feb 8, 2026Kawiecki MicheleChief Financial OfficerTAX W/H1,782$42.34$75.4K
Feb 8, 2026MARTIN JOHNChief Credit OfficerTAX W/H5,398$42.34$228.6K
Feb 8, 2026Peterson Joseph CChief Commercial OfficerTAX W/H1,789$42.34$75.7K
Feb 8, 2026FLUHLER STEPHANChief Information OfficerTAX W/H1,795$42.34$76.0K
Feb 6, 2026Scurlock Eva D.Chief Risk OfficerSELL3,227$42.29$136.5K
Historical analyst distribution (last covering-analyst action Feb 2026): 75% buy across 12 analysts — 2 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$47.60 mean target (Feb 2026)
$45.00 Low $50.00 High
MetricValue
Current Price$42.09
Target Low$45.00
Target Mean$47.60
Target Median$48.00
Target High$50.00
# Analysts5
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.02 $1.00 $1.05 4.6% -1.0% 1↑ 4↓ $0.2B 18.8% 6
Next Q
2026-09-30
$1.07 $1.04 $1.09 8.1% -1.1% 0↑ 3↓ $0.2B 19.4% 6
Current FY
2026-12-31
$4.24 $4.17 $4.30 8.9% +1.2% 3↑ 0↓ $0.8B 17.7% 6
Next FY
2027-12-31
$4.55 $4.43 $4.70 7.5% +0.4% 1↑ 3↓ $0.9B 5.4% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.025
7d ago$1.035-0.010
30d ago$1.035-0.010
60d ago$1.040-0.015
90d ago$1.037-0.012
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 4, 2026 Piper Sandler MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262730075%
May 1, 20262730075%
Apr 1, 20262730075%
Mar 1, 20262730075%
Feb 1, 20262630073%
Jan 1, 20263630075%
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.

Jun 4, 2026
other
First Merchants Bank Recognized on Forbes’ World’s Best Banks 2026 List
First Merchants named to Forbes’ World’s Best Banks 2026, reflecting strong customer trust, service excellence and digital strength across global surv
May 19, 2026
other
First Merchants Corporation Appoints Paul Fultz to Its Boards of Directors
<p align="justify">MUNCIE, Ind., May 19, 2026 (GLOBE NEWSWIRE) -- First Merchants Corporation (the “Corporation”), a $21 billion financial holding c
May 19, 2026
dividend
First Merchants Corporation Announces Cash Dividend
<p align="justify">MUNCIE, Ind., May 19, 2026 (GLOBE NEWSWIRE) -- First Merchants Corporation declared a cash dividend on May 19, 2026 of $0.37 per
Apr 22, 2026
earnings
First Merchants Corporation Announces First Quarter 2026 Results
<p>MUNCIE, Ind., April 22, 2026 (GLOBE NEWSWIRE) -- First Merchants Corporation (NASDAQ - FRME) (the "Corporation")</p>
Apr 22, 2026
earnings_calendar
FRME Q1 2026 Earnings Scheduled — 2026-04-22
Apr 16, 2026
dividend
First Merchants Corporation Announces Cash Dividend on Its Preferred Stock
<p align="justify">MUNCIE, Ind., April 16, 2026 (GLOBE NEWSWIRE) -- First Merchants Corporation has declared a quarterly cash dividend of $46.88 per
Apr 2, 2026
earnings
First Merchants Corporation to Report First Quarter 2026 Financial Results, Host Conference Call and Webcast
<p>MUNCIE, Ind., April 02, 2026 (GLOBE NEWSWIRE) -- First Merchants Corporation (Nasdaq: FRME) will release its first quarter 2026 financial results