BayFirst Financial (BAFN)
Serving consumers and small businesses through a Tampa Bay national bank.
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Operating through BayFirst National Bank, it serves consumers and small businesses in the Tampa Bay–Sarasota region. An announced exit from SBA 7(a) lending followed a strategic review.
Serves consumers and small businesses through BayFirst National Bank in the Tampa Bay–Sarasota region. The bank operates under a national charter and has a network of full-service offices.
The business traces to First Home Bank, which began in 1999; the holding company adopted the BayFirst name in 2021. Its common stock trades on Nasdaq under BAFN.
A 2025 agreement to sell SBA 7(a) loans accompanied an announced exit from that lending business. Parent-company CEO succession remained subject to a Federal Reserve Bank of Atlanta non-objection after the bank appointed Alfred T. Rogers, Jr. CEO in 2026.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $212.9M · Total debt $18.7M · Total assets $1.13B · Shareholders' equity $115.9M
- Revenue
- $9.6M
- Operating income
- −$44.0M
- Net income
- −$32.7M
Last raised to $0.08 from $0.07 in Feb 2022.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 30, 2025 | Jun 1 | Jun 15 | $0.08 | |
| Feb 28, 2025 | Mar 1 | Mar 15 | $0.08 | |
| Nov 29, 2024 | Dec 1 | Dec 15 | $0.08 | |
| Aug 30, 2024 | Sep 1 | Sep 15 | $0.08 | |
| May 31, 2024 | Jun 1 | Jun 15 | $0.08 | |
| Feb 29, 2024 | Mar 1 | Mar 15 | $0.08 | |
| Nov 30, 2023 | Dec 1 | Dec 15 | $0.08 | |
| Aug 31, 2023 | Sep 1 | Sep 15 | $0.08 |
| Institutions16 holders · as of Mar 31, 2026 | 14.97% | 614.9K shares | |
| Insiders17 holders · as of Aug 7, 2026 | 323.29% | 13.28M shares | |
| Strategic holders1 holder · as of May 20, 2026 | 5.36% | 220.0K shares | |
| Adds to | 343.62% |
4.11M company shares as of Aug 23, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (26.96M in the company's Sep 3, 2026 report, 4.11M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 343.62%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Lehman Kenneth R.Insider | 280.02% | 11.50M | 13Dfiled Jul 16, 2026 ↗ |
Alfred Tate Jr RogersInsiderdirector, officer: CEO & President | 27.83% | 1.14M | Form 4filed Aug 7, 2026 ↗ |
Mark S. BersetInsiderdirector | 6.97% | 286,322 | Form 4filed May 18, 2026 ↗ |
INTERPLUS RE LtdStrategic | 5.36% | 220,000 | 13Gfiled May 20, 2026 ↗ |
Vanguard Capital Management LLCInstitution | 3.62% | 148,635 | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 14, 2026 | Alfred Tate Jr Rogers | director, officer: CEO & President | −1,142,800 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BayFirst Financial | $7.27 | +1.68% | $29.5M | — | — | 0.5 | −68.9% |
| Fifth Third | $54.31 | −0.16% | $49.30B | 18.6 | 11.9 | 3.3 | +45.2% |
| Regions Financial | $29.93 | 0.00% | $25.54B | 12.2 | 11.0 | 2.7 | +2.2% |
| Seacoast Banking | $34.00 | −0.44% | $3.32B | 22.0 | 12.9 | 3.5 | +38.7% |
| SouthState | $106.29 | +0.02% | $10.31B | 11.2 | 10.8 | 3.2 | +1.2% |
| Median | 15.4 | 11.4 | 3.2 | +20.5% |