Is It Time To Reassess First Merchants (FRME) After Recent Share Price Moves?
This article reassesses First Merchants (FRME) stock after recent price movements, noting its 4.3% year-to-date gain but recent dips. Using an Excess Returns analysis, the stock is estimated to be undervalued by 48.9% with an intrinsic value of $76.50 per share, compared to its current price of $39.10. Additionally, its P/E ratio of 12.51x, while above the industry average, is below Simply Wall St's calculated Fair Ratio of 14.44x, further suggesting undervaluation.
First Merchants Corporation - Common Stock (NQ: FRME) News
This page provides a collection of news headlines and press releases related to First Merchants Corporation (FRME), including past earnings reports, acquisition news, and analyst previews. The content spans from April 2021 to April 2022, detailing key financial events and market reactions for the company.
First Merchants (NASDAQ:FRME) Cut to "Sell" at Wall Street Zen
Wall Street Zen has downgraded First Merchants (NASDAQ:FRME) from "hold" to "sell," despite other analysts issuing "buy" or "overweight" ratings, resulting in a mixed "Moderate Buy" consensus. The company reported Q1 earnings of $1.03 per share, beating estimates, but revenue fell below expectations. Insider trading shows mixed signals, with a VP selling 5,000 shares while institutional investors continue to buy.
FRME SEC Filings - First Merchants Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for First Merchants Corporation (FRME) SEC filings, including 10-K, 10-Q, 8-K reports, and insider trading forms. It details the company's financial activities, material events, and dividend declarations, offering AI-powered summaries for easier analysis. The article also highlights recent filings and insider trading activities with specific examples.
First Merchant dividend preview: Can a 14-year streak lift the May payout again?
This article analyzes whether First Merchant will continue its 14-year dividend increase streak with its upcoming May payout. It implies an anticipation of positive news regarding the dividend, given the company's historical performance.
Will One‑Time Charges And Buybacks Reshape First Merchants' (FRME) Growth‑Focused Narrative?
First Merchants Corporation (FRME) reported higher net interest income but lower net income in Q1 2026 due to one-time charges from mortgage reclassification and acquisition integration. Despite these headwinds and rising net charge-offs, the bank completed a significant share buyback, raising questions about capital deployment amidst ongoing restructuring costs. Investors are urged to consider different perspectives on the bank's valuation given these factors and its concentrated Midwest footprint.
Precision Trading with First Merchants Corporation (FRME) Risk Zones
This article analyzes First Merchants Corporation (FRME), highlighting a strong near-term sentiment with neutral mid and long-term outlooks, based on AI models. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—alongside multi-timeframe signal analysis and specific risk-reward setups for investors.
A Look At First Merchants (FRME) Valuation After First Quarter Earnings And Credit Cost Pressures
First Merchants (FRME) valuation is analyzed following its first-quarter earnings, which reported US$151.3 million net interest income and US$28.16 million net income, along with increased net charge-offs. The article evaluates FRME's price-to-earnings ratio of 12.6x against peers and the broader industry, suggesting it appears undervalued based on an estimated fair P/E of 15.3x and a discounted cash flow model indicating a significant discount. However, it also highlights potential risks from higher net charge-offs and reliance on Midwest markets.
Vanguard Capital Management (FRME) reports 3.20M shares, 5.04% ownership
Vanguard Capital Management has reported a 5.04% passive investment stake in First Merchants Corp (FRME), holding 3,199,084 shares. This disclosure, made via a Schedule 13G filing, indicates sole dispositive power over all shares but only sole voting power for 468,473 shares. The filing highlights Vanguard's ownership through various affiliated funds and managed accounts, signaling a passive investment strategy.
Vanguard Portfolio Management (FRME) reports 3.41M shares, 5.37% stake
Vanguard Portfolio Management has reported a 5.37% stake in First Merchants Corp (FRME), holding 3,408,096 shares of Common Stock as of March 31, 2026. This Schedule 13G filing indicates passive beneficial ownership, with Vanguard maintaining sole voting power over 49,062 shares and sole dispositive power over all 3.41 million shares. The disclosure clarifies that these holdings are managed across Vanguard funds and other accounts, with control distributed among Vanguard Portfolio Management and its affiliates like Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC.
Why First Merchants Stock Is Sinking Today
First Merchants (FRME) stock is down today due to a weak first-quarter report. The company missed Wall Street revenue forecasts significantly and incurred substantial one-time charges, including acquisition expenses and a mark-to-market hit on mortgage loans. Operational challenges and recent insider selling are also contributing to investor concerns despite adjusted earnings per share exceeding expectations.
First Merchants Corporation 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:FRME) 2026-04-25
First Merchants Corporation has published its Q1 2026 earnings call presentation, reporting earnings per share of $1.03, which beat estimates by $0.06. The company's revenue for the quarter was $193.28 million, surpassing expectations by $4.85 million and showing a 16.12% year-over-year increase. This presentation was released in conjunction with their earnings call.
First Merchants Corporation 7.50% PFD SER Aprice alerts declares $0.4688 dividend
First Merchants Corporation's 7.50% PFD SER A (FRMEP) has announced a quarterly dividend of $0.4688 per share. The dividend is payable on June 1, 2026, to shareholders of record as of May 15, 2026. This declaration was made on April 25, 2026.
First Merchants Corporation 7.50% PFD SER Aprice alerts declares $0.4688 dividend
First Merchants Corporation (FRMEP) has declared a quarterly dividend of $0.4688 per share for its 7.50% Series A Non-Cumulative Perpetual Preferred Stock. This dividend is payable on July 1, 2024, to shareholders of record as of June 14, 2024. The announcement provides key dates for investors regarding this preferred stock dividend.
First Merchants Corporation (NASDAQ:FRME) Q1 2026 Earnings Call Transcript
First Merchants Corporation (NASDAQ:FRME) reported its Q1 2026 earnings, discussing the impact of its First Savings acquisition which closed on February 1st, 2026. Despite acquisition-related expenses and a mortgage loan repositioning charge, adjusted earnings per share grew 9.6% year-over-year. The company highlighted strong business strategy, solid capital ratios, and optimism for continued organic loan growth, improved net interest margin, and fee income expansion for the remainder of 2026.
First Merchants Q1 2026 slides: acquisition masks core strength
First Merchants (NASDAQ:FRME) reported adjusted Q1 2026 earnings of $1.03 per share, surpassing analyst estimates, despite revenue falling short. The results were significantly impacted by one-time charges from its $2.5 billion acquisition of First Savings Financial Group, which obscured strong underlying financial performance including improved net interest income and stable asset quality. The company aims for continued organic growth and strategic acquisitions, with projections for steady EPS growth throughout 2026.
First Merchants (FRME) Net Interest Margin Strengthens Bullish Profitability Narratives
First Merchants (FRME) reported Q4 2025 revenue of US$165.0 million, with basic EPS of US$0.99 and a trailing net profit margin of 34.9%. The company's loan book increased to US$13.8 billion, driven by regional growth, and its net interest margin improved to 3.25%. While the stock trades at a lower P/E than its peers and offers a 3.63% dividend yield, concerns remain about its 5-year earnings growth, reliance on Midwest markets, and risks from brokered deposits and commercial real estate exposure.
First Merchants expects mid-single-digit 2026 loan growth while targeting $111M-$114M quarterly expenses after First Savings integration
First Merchants anticipates mid-single-digit loan growth for 2026 and aims for quarterly expenses between $111 million and $114 million. This guidance follows the integration of First Savings, suggesting a focus on operational efficiency and sustainable growth post-acquisition.
First Merchants Clears Deal Hurdle As Integration And Growth Plans Loom
First Merchants Corporation has received all necessary approvals for its acquisition of First Savings Group, with closing expected in February 2026. This acquisition will expand First Merchants' asset base and market footprint, aligning with a strategy of M&A, digital partnerships, and capital management. Investors are advised to monitor integration plans, operational efficiency, and how the bank balances acquisition spending with shareholder returns, while also considering potential integration risks and the benefits of new markets.
First Merchants Releases Q1 2026 Financial Results
First Merchants Corporation reported first-quarter adjusted earnings of $1.03 per share, significantly beating the Wall Street consensus of $0.95. The company generated $248.6 million in revenue, an 11.7% increase from the prior year, and achieved a net income of $27.8 million. Analyst sentiment remains positive, with a strong consensus of buy ratings for the stock.
First Merchants (FRME) Q1 2026 Earnings Transcript
First Merchants Corporation (FRME) reported its Q1 2026 earnings, detailing strong adjusted EPS growth of 9.6% driven by net interest margin expansion and robust fee income, despite an acquisition-related mark-to-market charge. The company completed the First Savings acquisition, which significantly boosted total assets and deposits, and strategiced a mortgage loan repositioning to higher-yielding commercial lending. Integration efforts for First Savings are on track, with its specialty lending verticals already contributing to fee income and supporting a positive outlook for mid-single-digit loan growth through 2026, while the company plans to continue share repurchases given its strong capital ratios.
Earnings call transcript: First Merchants Q1 2026 EPS beats, revenue misses
First Merchants Corporation reported its Q1 2026 earnings, with an EPS of $1.03 that beat forecasts by 15.73%, but revenue of $157.1 million missed expectations by 16.63%. The stock declined 1.41% following the mixed results. The company highlighted strong EPS growth, effective cost management, and the successful integration of First Savings Bank, while addressing challenges like revenue shortfalls and acquisition-related expenses.
First Merchants’ Q1 profit drops by half
First Merchants Corp. reported a first-quarter net income of $27.7 million, a significant drop from $54.9 million in the prior year. This decrease is primarily attributed to $17 million in acquisition-related costs stemming from its $241 million merger with First Savings Financial Group Inc. Despite the profit dip, CEO Mark Hardwick highlighted strong adjusted earnings growth and robust commercial loan production, affirming the company's strong capital, liquidity, and credit quality for future growth.
First Merchants (NASDAQ: FRME) Q1 2026 core profit rises despite large mortgage and acquisition charges
First Merchants Corporation reported Q1 2026 net income available to common stockholders of $27.7 million, or $0.45 per diluted share, significantly impacted by a $29.8 million mortgage loan mark-to-market loss and $17.0 million in acquisition expenses. Excluding these one-time charges, adjusted net income was $63.1 million, or $1.03 per diluted share, an increase from $0.94 in the prior-year quarter. The company completed its acquisition of First Savings, adding $2.4 billion in assets, and maintained strong capital ratios and an improved net interest margin.
First Merchants Corp (NASDAQ:FRME) Reports Q1 2026 Earnings Beat on Profit, Miss on Revenue
First Merchants Corp (NASDAQ:FRME) announced its Q1 2026 financial results, exceeding analyst expectations for non-GAAP EPS ($1.03 vs. $0.9454) but missing on revenue ($157.13 million vs. $192.20 million). Despite the mixed report, the market reaction was muted in after-hours trading, indicating investors are weighing the profit beat against the revenue miss. The article also provides analyst expectations for Q2 and full-year 2026, highlighting the importance of future revenue growth for investor confidence.
First Merchants (NASDAQ:FRME) Announces Quarterly Earnings Results
First Merchants (NASDAQ:FRME) has announced its quarterly earnings, surpassing analyst expectations with an EPS of $1.03 against a $0.96 consensus, although revenue of $163.53 million fell short of the $201.91 million estimate. The company maintains an attractive quarterly dividend of $0.36 per share, yielding 3.6%. Despite recent insider stock sales, institutional investors hold a significant portion of shares, and analysts rate FRME a "Moderate Buy" with an average target price of $48.33.
First Merchants (NASDAQ:FRME) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings
First Merchants (NASDAQ:FRME) reported Q1 CY2026 earnings, with sales of $157.1 million falling short of analyst estimates by 16.6%, a 5.6% year-on-year decline. Despite the revenue miss, the company's non-GAAP profit of $1.03 per share exceeded consensus estimates by 6.6%, and its tangible book value per share also beat expectations. The CEO highlighted solid adjusted earnings growth, expanding net interest margin, and strong commercial loan production for the quarter.
After closing First Savings deal, this Indiana bank took a $29.8M hit
First Merchants (NASDAQ: FRME) reported Q1 2026 net income available to common stockholders of $27.7 million ($0.45 diluted EPS) and adjusted net income of $63.1 million ($1.03 adjusted EPS). The company completed its acquisition of First Savings on February 1, 2026, adding $2.4 billion in assets. GAAP net income was significantly impacted by $17.0 million in acquisition-related charges and a $29.8 million mark-to-market loss on mortgage loans reclassified as held-for-sale.
First Merchants Corporation Announces First Quarter 2026 Results
First Merchants Corporation reported its first-quarter 2026 results, with net income available to common stockholders at $27.7 million, or $0.45 per diluted share. Adjusted net income, excluding acquisition costs and a mark-to-market loss on mortgage loans, was $63.1 million, or $1.03 per diluted share. The company successfully closed the acquisition of First Savings Financial Group, Inc., adding $2.4 billion in assets and strengthening its presence in the region.
First Merchants 2025 Record Earnings & 2026 Acquisition | Financial Results - News and Statistics
First Merchants Corporation reported record financial results for its 2025 fiscal year, achieving an annual net income of $224.1 million and diluted earnings per share of $3.88, a 13.8% increase from the previous year. The company recorded total assets of $19 billion, $13.8 billion in loans, and $15.3 billion in deposits, with significant loan growth. First Merchants is also set to acquire First Savings Group on February 1, 2026, which will add approximately $2.4 billion in assets and expand its market presence.
Earnings Flash (FRME) First Merchants Corporation Posts Q1 Adjusted EPS $1.03 per Share, vs. FactSet Est of $0.89
First Merchants Corporation (FRME) announced a Q1 adjusted EPS of $1.03 per share, significantly surpassing the FactSet estimate of $0.89. This financial report highlights the company's strong first-quarter performance, exceeding analyst expectations for earnings. The article also mentions that adjusted earnings rose while revenue declined.
First Merchants: Q1 Earnings Snapshot
First Merchants Corp. (FRME) announced first-quarter net income of $28.2 million, translating to 45 cents per share, or an adjusted $1.03 per share after accounting for non-recurring costs. This performance surpassed Wall Street's expectations, which had an average estimate of 96 cents per share. However, the bank's revenue, net of interest expense, was $157.1 million, falling short of Street forecasts.
First Merchants Clears Deal Hurdle As Integration And Growth Plans Loom
First Merchants (NasdaqGS:FRME) has secured all necessary regulatory and shareholder approvals for its acquisition of First Savings Group, with the transaction expected to close in February 2026. This acquisition will expand First Merchants' asset base and market presence. The focus now shifts to the integration of systems, teams, and products from First Savings Group, alongside managing potential risks related to execution and market competition, while capitalizing on new growth opportunities.
First Merchants Corp Expands Services Through Spiral Partnership
First Merchants Corp. has partnered with Spiral to enhance its digital services, aiming to improve community financial health by offering customized digital experiences and managing deposit base costs. The collaboration, announced on March 31, allows consumers to automate savings for specific financial goals and support non-profit organizations. Analysts maintain a moderately bullish sentiment for FRME, with a median one-year price target suggesting over 16% potential upside.
First Merchants earnings on deck: Can merger fuel growth?
First Merchants Corporation is set to release its first-quarter results, with analysts expecting a slight decline in profit ($0.89 EPS) despite a 17.5% projected revenue surge due to integration costs from its merger with First Savings Financial Group. The merger, completed in February 2026, positions First Merchants with $21.4 billion in assets, making it a larger regional player. Investors will closely watch the merger integration progress, cost synergies, and overall asset quality as the company manages its transformation.
Here is What Makes First Merchants (FRME) Appear so Attractive
First Merchants Corp. (NASDAQ: FRME) is highlighted as one of the 10 most undervalued bank stocks to buy, with analysts giving it a moderately bullish consensus sentiment and over 16% upside potential. The company's recent collaboration with Spiral aims to enhance digital banking experiences and expand its deposit base, focusing on improving the financial well-being of its communities. While acknowledging FRME's potential, the article also promotes an AI stock with high upside potential as a potentially more promising investment.
First Merchants (FRME) To Report Earnings Tomorrow: Here Is What To Expect
First Merchants (FRME) is expected to report its earnings tomorrow after the bell. Analysts anticipate a 13.2% year-on-year revenue growth, and previous results from peers in the regional banks segment, Wintrust Financial and BancFirst, showed positive revenue growth. The company's stock is up 8.8% in the last month, with an average analyst price target suggesting potential upside.
First Merchants (FRME) To Report Earnings Tomorrow: Here Is What To Expect
First Merchants (FRME) is set to report earnings this Wednesday, with analysts expecting a 13.2% year-on-year revenue growth. The company previously exceeded revenue estimates but narrowly beat EPS estimates last quarter. Investors are showing positive sentiment in the regional banking segment, with First Merchants' stock up 8.8% in the last month.
First Merchants Corporation 7.50% PFD SER Aprice alerts declares $0.4688 dividend
First Merchants Corporation has declared a dividend of $0.4688 for its 7.50% PFD SER A shares. This dividend declaration is a standard financial announcement for the company's preferred stock.
First Merchants Corporation 7.50% PFD SER Aprice alerts declares $0.4688 dividend
This article announces that First Merchants Corporation has declared a dividend of $0.4688 for its 7.50% PFD SER A shares. The dividend declaration is a key financial update for investors holding these preferred stocks.
First Merchants and Renasant Shares Are Soaring, What You Need To Know
Shares of First Merchants and Renasant jumped as a broader market recovery boosted the outlook for investment banking and lending. The improved sentiment, stemming from subsiding geopolitical risks and stable economic conditions, is expected to increase M&A activity and IPOs, benefiting banks through higher fee-based revenues. Additionally, falling energy prices reduce credit default risks, enhancing the quality of bank loan portfolios.
First Merchants Corporation Announces Cash Dividend on Its Preferred Stock
First Merchants Corporation has declared a quarterly cash dividend of $46.88 per share on its 7.50% Non-Cumulative Perpetual Preferred Stock Series A (NASDAQ: FRMEP). Holders of depositary shares will receive $0.4688 per depositary share. The dividend is payable on May 15, 2026, to stockholders of record on April 30, 2026.
First Merchants (NASDAQ: FRME) declares Series A preferred dividend
First Merchants Corporation has declared a quarterly cash dividend of $46.88 per share for its 7.50% Non-Cumulative Perpetual Preferred Stock, Series A, which translates to $0.4688 per depositary share. The dividend will be payable on May 15, 2026, to stockholders of record as of April 30, 2026. This announcement was made via an 8-K filing on April 16, 2026.
First Merchants (NASDAQ: FRME) 13F shows $2.63B in holdings and 501 positions
First Merchants Corp (NASDAQ: FRME) has filed a Form 13F, reporting total holdings of $2.63 billion across 501 reported positions. The filing, signed by Heather Roche on April 6, 2026, indicates a diversified equity portfolio with no immediate trading signals. This quarterly report provides a snapshot of the institutional investment manager's holdings but does not detail intra-quarter trades.
First Merchants Declares Quarterly Dividend on Preferred Shares
First Merchants Corporation announced a quarterly cash dividend of $46.88 per share on its 7.50% Non‑Cumulative Perpetual Preferred Stock Series A, equating to $0.4688 per NASDAQ‑listed FRMEP depositary share. This dividend is payable on May 15, 2026, to shareholders of record as of April 30, 2026. The declaration highlights the company's commitment to returning capital to preferred shareholders, signaling financial stability and predictable income.
Press Release: First Merchants Corporation Announces Cash Dividend on Its Preferred Stock
First Merchants Corporation announced a cash dividend of $0.4375 per share on its Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A. The dividend is payable on June 1, 2026, to shareholders of record as of May 15, 2026. This move reflects the company's commitment to returning value to its preferred shareholders.
First Merchants Corporation Announces Cash Dividend on Its Preferred Stock
First Merchants Corporation has declared a quarterly cash dividend of $46.88 per share on its 7.50% Non-Cumulative Perpetual Preferred Stock Series A (FRMEP). Holders of depositary shares will receive $0.4688 per depositary share. The dividend is payable on May 15, 2026, to stockholders of record on April 30, 2026.
First Merchants Corporation Announces Cash Dividend on Its Preferred Stock
First Merchants Corporation has declared a quarterly cash dividend of $46.88 per share on its 7.50% Non-Cumulative Perpetual Preferred Stock Series A (FRMEP). Holders of depositary shares will receive $0.4688 per depositary share. The dividend is payable on May 15, 2026, to stockholders of record on April 30, 2026.
First Merchants (FRME) Projected to Post Earnings on Wednesday
First Merchants (NASDAQ:FRME) is expected to announce its Q1 2026 earnings before the market opens on Wednesday, April 22nd. Analysts forecast earnings of $1.04 per share and revenue of $201.91 million. The bank recently surpassed previous quarterly estimates and maintains a "Moderate Buy" consensus rating with a $48.33 price target.
First Merchants Corporation to Report First Quarter 2026 Financial Results, Host Conference Call and Webcast
First Merchants Corporation is set to release its first quarter 2026 financial results on April 22, 2026. The company will also host an earnings conference call and webcast on April 23, 2026, at 9:00 a.m. ET, providing registration and webcast access details for interested participants. First Merchants Corporation is a financial holding company headquartered in Muncie, Indiana.
