MOFG
MidWestOne Financial Group, Inc.
No data for this timeframe.
Vol
Inst. Holders50 funds
Inst. Value$284.6M
Inst. Activity0 buys / 6 sells
SEC Reports2
Recent Activity
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — increased their holdings in MidWestOne F
INST-CLUSTER — Impact 6/10
Feb 25, 2026
SEC
MidWestOne Financial Group, Inc. (MOFG) has filed Form 15-12G to terminate its securities registration and suspend repor
15-12G — Impact 7/10
Feb 13, 2026
Insider
Ray Barry S surrendered for taxes 8,800 shares
Senior EVP, CFO and Treasurer @ $49.31 ($433.9K)
Feb 13, 2026
Insider
Ray Barry S disposed of 34,250.856 shares
Senior EVP, CFO and Treasurer
Feb 13, 2026
Insider
REEVES CHARLES N surrendered for taxes 16,993 shares
Chief Executive Officer @ $49.31 ($837.9K)
Inst.
DIMENSIONAL FUND ADVISORS LP — EXIT
0 shares ($0.00)
Inst.
STATE STREET CORP — EXIT
0 shares ($0.00)
Apr 22, 2026
earnings_calendar
MOFG Q1 2026 Earnings Scheduled — 2026-04-22
Analyst Ratings
3Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Oct 27, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Jul 29, 2025 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Apr 28, 2025 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Apr 28, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Dec 17, 2024 | Keefe, Bruyette & Woods | UPGRADE | Market Perform → Outperform |
Latest Reports
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — increased their holdings in MidWestOne F
Feb 28, 2026
NEUTRAL
15-12G
7/10
MidWestOne Financial Group, Inc. (MOFG) has filed Form 15-12G to terminate its securities registration and suspend repor
Feb 25, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $51.6M | EXIT |
| VANGUARD GROUP INC | $38.1M | — |
| DIMENSIONAL FUND ADVISORS LP | $23.6M | EXIT |
| Magnetar Financial LLC | $21.7M | EXIT |
| ALLIANCEBERNSTEIN L.P. | $20.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 13, 2026 | Ray Barry | F | $433.9K |
| Feb 13, 2026 | Ray Barry | D | $0.00 |
| Feb 13, 2026 | REEVES CHARLES | F | $837.9K |
| Feb 13, 2026 | REEVES CHARLES | D | $0.00 |
| Feb 13, 2026 | Devaisher Len | F | $457.8K |
50 institutional holders with $284.6M total value (7,404,005 shares) as of 2025-Q4. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net selling activity: 10 institutions trimmed/exited vs 6 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,341,425 | $51.6M | 18.1% | EXIT -100.0% |
| 2 | VANGUARD GROUP INC | 988,733 | $38.1M | 13.4% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 612,588 | $23.6M | 8.3% | EXIT -100.0% |
| 4 | Magnetar Financial LLC | 563,016 | $21.7M | 7.6% | EXIT -100.0% |
| 5 | ALLIANCEBERNSTEIN L.P. | 522,469 | $20.1M | 7.1% | NEW |
| 6 | JENNISON ASSOCIATES LLC | 517,960 | $19.9M | 7.0% | EXIT -100.0% |
| 7 | STATE STREET CORP | 516,188 | $19.9M | 7.0% | EXIT -100.0% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 354,908 | $13.7M | 4.8% | EXIT -100.0% |
| 9 | CITIGROUP INC | 324,021 | $12.5M | 4.4% | — |
| 10 | OMERS ADMINISTRATION Corp | 177,700 | $6.8M | 2.4% | — |
| 11 | D. E. Shaw & Co., Inc. | 175,290 | $6.7M | 2.4% | — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 161,420 | $6.2M | 2.2% | DOUBLED +168.0% |
| 13 | FRANKLIN RESOURCES INC | 100,955 | $3.9M | 1.4% | — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 100,289 | $3.9M | 1.4% | DOUBLED +125.1% |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | 97,481 | $3.8M | 1.3% | — |
| 16 | TWO SIGMA INVESTMENTS, LP | 96,408 | $3.7M | 1.3% | TRIM -38.0% |
| 17 | MORGAN STANLEY | 93,054 | $3.6M | 1.3% | TRIM -39.4% |
| 18 | Nuveen, LLC | 92,037 | $3.5M | 1.2% | DOUBLED +222.9% |
| 19 | STIFEL FINANCIAL CORP | 72,812 | $2.8M | 1.0% | — |
| 20 | BARCLAYS PLC | 55,102 | $2.1M | 0.7% | ADD +49.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | EXIT | 612,588 | 0 | -100.0% | $0.00 | 2026-Q1 |
| STATE STREET CORP | EXIT | 516,188 | 0 | -100.0% | $0.00 | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | EXIT | 354,908 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BlackRock, Inc. | EXIT | 1,341,425 | 0 | -100.0% | $0.00 | 2026-Q1 |
| JENNISON ASSOCIATES LLC | EXIT | 517,960 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Magnetar Financial LLC | EXIT | 563,016 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Magnetar Financial LLC | NEW | — | 563,016 | — | $21.7M | 2025-Q4 |
| ALLIANCEBERNSTEIN L.P. | NEW | — | 522,469 | — | $20.1M | 2025-Q4 |
| JENNISON ASSOCIATES LLC | TRIM | 1,430,011 | 517,960 | -63.8% | $19.9M | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,354,527 | 354,908 | -73.8% | $13.7M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 44,553 | 100,289 | +125.1% | $3.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 155,508 | 96,408 | -38.0% | $3.7M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 153,428 | 93,054 | -39.4% | $3.6M | 2025-Q4 |
| Nuveen, LLC | DOUBLED | 28,507 | 92,037 | +222.9% | $3.5M | 2025-Q4 |
| Cresset Asset Management, LLC | TRIM | 113,394 | 29,386 | -74.1% | $1.1M | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEAR_EXIT | 168,644 | 27,110 | -83.9% | $1.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 38,042 | 19,402 | -49.0% | $747.0K | 2025-Q4 |
| FMR LLC | ADD | 9,723 | 18,270 | +87.9% | $703.4K | 2025-Q4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 16,662 | 8,845 | -46.9% | $340.5K | 2025-Q4 |
| FIRST TRUST ADVISORS LP | TRIM | 11,597 | 8,271 | -28.7% | $318.4K | 2025-Q4 |
| Allworth Financial LP | ADD | 306 | 541 | +76.8% | $20.8K | 2025-Q4 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 411 | 206 | -49.9% | $7.9K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 61,157 | 163,931 | +168.0% | $4.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 101,800 | 155,508 | +52.8% | $4.4M | 2025-Q3 |
| UBS Group AG | ADD | 64,425 | 101,624 | +57.7% | $2.9M | 2025-Q3 |
18 unique insiders with 25 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 13, 2026 | Ray Barry S | Senior EVP, CFO and Treasurer | TAX W/H | 8,800 | $49.31 | $433.9K |
| Feb 13, 2026 | Ray Barry S | Senior EVP, CFO and Treasurer | D | 34,250.856 | — | — |
| Feb 13, 2026 | REEVES CHARLES N | Chief Executive Officer | TAX W/H | 16,993 | $49.31 | $837.9K |
| Feb 13, 2026 | REEVES CHARLES N | Chief Executive Officer | D | 78,176.55 | — | — |
| Feb 13, 2026 | Devaisher Len D | President and COO | TAX W/H | 9,284 | $49.31 | $457.8K |
| Feb 13, 2026 | Devaisher Len D | President and COO | D | 42,052.505 | — | — |
| Feb 13, 2026 | Ho-Sing-Loy Paul A | VP, Chief Information Officer | TAX W/H | 1,938 | $49.31 | $95.6K |
| Feb 13, 2026 | Ho-Sing-Loy Paul A | VP, Chief Information Officer | D | 6,984 | — | — |
| Feb 13, 2026 | Moore Susan M | SVP, Chief Risk Officer | TAX W/H | 3,259 | $49.31 | $160.7K |
| Feb 13, 2026 | Moore Susan M | SVP, Chief Risk Officer | D | 15,376.206 | — | — |
| Feb 13, 2026 | Sims Gary L | SVP & Chief Credit Officer | TAX W/H | 4,547 | $49.31 | $224.2K |
| Feb 13, 2026 | Sims Gary L | SVP & Chief Credit Officer | D | 23,780.991 | — | — |
| Feb 13, 2026 | Ruppel John J | Chief Accounting Officer | TAX W/H | 637 | $49.31 | $31.4K |
| Feb 13, 2026 | Ruppel John J | Chief Accounting Officer | D | 2,916.659 | — | — |
| Feb 13, 2026 | McCormick Tracy S | Director | D | 93,856 | — | — |
| Feb 13, 2026 | Hauschildt Jennifer Leigh | Director | D | 11,329.672 | — | — |
| Feb 13, 2026 | Funk Charles N | Director | D | 137,217.153 | — | — |
| Feb 13, 2026 | CHANEY CARL J | Director | D | 2,419 | — | — |
| Feb 13, 2026 | ALBERT LARRY D | Director | D | 18,593.531 | — | — |
| Feb 13, 2026 | HEINONEN RUTH ELIINA | Director | D | 10,352 | — | — |
| Feb 13, 2026 | Hayek Matthew J | Director | D | 12,800.045 | — | — |
| Feb 13, 2026 | GREEFF DOUGLAS H | Director | D | 15,117 | — | — |
| Feb 13, 2026 | Godwin Janet E | Director | D | 10,599 | — | — |
| Feb 13, 2026 | Kaeding Nathaniel J | Director | D | 9,239.41 | — | — |
| Feb 13, 2026 | Perry Andre | Director | D | 1,091 | — | — |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 6.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Oct 2025): 70% buy across 10 analysts — 3 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.
6 analyst firms have rated this stock: 3 upgrades, 2 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Oct 27, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Jul 29, 2025 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 28, 2025 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 28, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Dec 17, 2024 | Keefe, Bruyette & Woods | UPGRADE | Market Perform | Outperform |
| Dec 4, 2024 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Oct 28, 2024 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Jul 29, 2024 | Keefe, Bruyette & Woods | REITERATE | Market Perform | Market Perform |
| Jul 29, 2024 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 29, 2024 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 5, 2024 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Sep 28, 2023 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Sep 26, 2023 | Stephens & Co. | REITERATE | Equal-Weight | Equal-Weight |
| Aug 2, 2023 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| May 1, 2023 | Keefe, Bruyette & Woods | MAINTAIN | — | Market Perform |
| May 1, 2023 | Stephens & Co. | REITERATE | — | Equal-Weight |
| Dec 13, 2022 | Keefe, Bruyette & Woods | DOWNGRADE | Outperform | Market Perform |
| Jun 30, 2020 | Piper Sandler | MAINTAIN | — | Overweight |
| May 4, 2020 | Piper Sandler | MAINTAIN | — | Overweight |
| Apr 17, 2017 | Keefe, Bruyette & Woods | INITIATE | — | Outperform |
| Apr 6, 2017 | Piper Sandler | INITIATE | — | Neutral |
| Nov 24, 2014 | DA Davidson | MAINTAIN | — | Neutral |
| Jun 16, 2014 | Raymond James | UPGRADE | Market Perform | Outperform |
| Apr 29, 2014 | FIG Partners | UPGRADE | Market Perform | Outperform |
| Jan 27, 2014 | DA Davidson | MAINTAIN | — | Neutral |
| Jul 30, 2013 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Jul 29, 2013 | DA Davidson | MAINTAIN | — | Neutral |
| Apr 9, 2013 | DA Davidson | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Jan 1, 2026 | 4 | 4 | 3 | 0 | 0 | 73% |
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 22, 2026
earnings_calendar
MOFG Q1 2026 Earnings Scheduled — 2026-04-22
Feb 5, 2026
short_interest
FTD: MOFG — 20,882 shares ($1.0M) failed to deliver
Settlement: 20260205, Price: $47.34, FTD Value: $988,553.88, MIDWESTONE FINANCIAL GP COM