First Western Financial (MYFW)
Combines wealth management, private banking, trust services, lending, and mortgages for affluent clients.
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Offers wealth management, private banking, trust, investment management, lending, and mortgage services through a private trust bank platform. Revenue combines balance-sheet spread income with trust, advisory, and mortgage-sale fees, while the footprint is concentrated in Western U.S. markets.
Provides an integrated private trust bank platform for affluent individuals, families, business owners, and related organizations. The Wealth Management segment covers private banking, commercial banking, deposits, loans, trust, investment management, and advisory services; the Mortgage segment adds residential mortgage origination and sale activity.
Operates from Denver with offices across Colorado, Arizona, Wyoming, Montana, and California. Growth has come from opening local profit centers, deepening client relationships, and adding selected trust, advisory, banking, and mortgage capabilities through acquisitions.
Runs as a founder-led regional bank and wealth manager under Scott C. Wylie. The business depends on deposit funding, credit quality, net interest margin, fiduciary and adviser compliance, wealth-management fee assets, and mortgage origination volumes.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 27, 2026 | Piper Sandler | Reiterate | Neutral | $27 | $31 |
| Apr 27, 2026 | Piper Sandler | Reiterate | Neutral | $22 | $27 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $103.9M · Total debt $81.3M · Total assets $3.24B · Shareholders' equity $280.6M
- Revenue
- $48.2M
- Operating income
- $7.4M
- Net income
- $5.7M
No dividends on record.
| Institutions106 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 69.12% | 6.75M shares | |
| Insiders14 holders · as of Sep 2, 2026 | 13.28% | 1.30M shares | |
| Otherremainder | ≈ 17.60% | 1.72M shares |
9.77M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Scott C. Wylie1Insiderdirector, officer: CHAIRMAN, CEO AND PRESIDENT | 8.06% | 832,712 | 13G/Afiled Sep 2, 2026 ↗ |
Wellington Management Group LLPInstitution | 7.65% | 747,096 | 13Fas of Jun 30, 2026 |
North Reef Capital Management LPInstitution | 7.60% | 742,630 | 13Fas of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.56% | 542,706 | 13Fas of Jun 30, 2026 |
Kennedy Capital Management, Inc.Institution | 3.75% | 365,765 | 13D/Gfiled Feb 14, 2022 ↗ |
| See all 25 → | |||
- Scott C. Wylie's transaction reports restate only vehicles that traded; the 2022 ownership statement (832.7K) less the 45.5K net shares sold since is used instead.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 31, 2026 | Scott C. Wylie | director, officer: CHAIRMAN, CEO AND PRESIDENT | −10,000 | $30.55 |
| May 22, 2026 | Scott C. Wylie | director, officer: CHAIRMAN, CEO AND PRESIDENT | −6,417 | $28.31 |
| May 20, 2026 | Scott C. Wylie | director, officer: CHAIRMAN, CEO AND PRESIDENT | −1,083 | $28.52 |
| May 5, 2026 | Scott C. Wylie | director, officer: CHAIRMAN, CEO AND PRESIDENT | −7,500 | $28.70 |
| Feb 4, 2026 | Scott C. Mitchell | director | −915 | $26.00 |
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- Glacier Bancorp
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| First Western Financial | $31.41 | +1.13% | $301.8M | 16.8 | 12.8 | 1.6 | +18.3% |
| Peapack-Gladstone Financial | $45.29 | −0.31% | $805.1M | 15.8 | 11.0 | 1.7 | +25.4% |
| National Bank | $41.92 | +0.78% | $1.86B | 16.2 | 11.0 | 3.1 | +25.1% |
| BOK Financial | $136.50 | +0.25% | $8.27B | 12.8 | 13.1 | 2.4 | +4.8% |
| UMB Financial | $141.97 | +2.91% | $10.78B | 11.8 | 10.7 | 2.4 | +22.9% |
| Northern Trust | $183.98 | −0.04% | $33.66B | 15.8 | 15.5 | 2.2 | −24.9% |
| Glacier Bancorp | $46.74 | +0.72% | $6.04B | 18.8 | 13.8 | 3.9 | +36.8% |
| Median | 15.8 | 12.1 | 2.4 | +24.0% |