First Western Financial Inc

Annual Trend FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Loans, including fees $37.0m $42.0m $52.0m $60.8m $94.4m $135.4m $140.1m $145.4m
Loans accounted for under the fair value option $0 $1.3m $1.3m $636k $311k
Investment securities $1.1m $1.3m $878k $770k $2.1m $2.5m $2.7m $4.5m
Interest-bearing deposits in other financial institutions $689k $1.7m $458k $397k $2.2m $5.7m $8.8m $9.0m
Dividends, restricted stock $86k $381k $620k $463k $576k
Deposits $6.5m $12.3m $5.8m $3.5m $13.0m $65.5m $82.5m $79.5m
Other borrowed funds $1.7m $727k $1.4m $1.9m $4.3m $9.0m $5.8m $5.0m
Net interest income $30.6m $32.1m $46.1m $56.5m $83.2m $71.1m $64.3m $75.4m
Less: Provision for credit losses $180k $662k $4.7m $1.2m $3.7m $10.4m $1.9m $5.0m
Net interest income, after provision for credit losses $30.4m $31.4m $41.4m $55.3m $79.5m $60.8m $62.4m $70.3m
Trust and investment management fees $19.2m $18.9m $19.0m $20.2m $18.9m $18.8m $19.2m $18.5m
Net gain on mortgage loans $4.6m $10.6m $29.3m $16.1m $5.3m $2.8m $4.9m $4.4m
Net gain (loss) on loans held for sale ($12k) ($178k) ($105k) $222k
Bank fees $1.8m $1.2m $1.3m $1.8m $2.7m $2.0m $2.0m $1.3m
Risk management and insurance fees $1.3m $1.2m $1.2m $1.1m $1.2m $919k $1.7m $551k
Income on company-owned life insurance $393k $377k $363k $354k $349k $378k $431k $455k
Net gain (loss) on loans accounted for under the fair value option $0 ($891k) ($2.0m) ($999k) $6k
Net gain on other real estate owned $0 $459k
Unrealized gain (loss) recognized on equity securities $469k $342k ($22k) ($33k) $14k
Other $2.4m $2.6m $3.5m $3.3m $4.5m $5.4m $7.4m $7.3m
Salaries and employee benefits $29.8m $31.8m $34.8m $40.7m $48.2m $45.2m $45.0m $46.1m
Occupancy and equipment $5.9m $5.6m $6.0m $6.0m $7.5m $7.6m $8.3m $8.2m
Professional services $3.5m $3.5m $5.0m $6.5m $7.9m $7.6m $8.0m $7.7m
Technology and information systems $4.0m $4.0m $4.0m $3.7m $4.5m $3.5m $4.2m $4.3m
Data processing $2.7m $3.1m $4.0m $6.3m $4.3m $4.5m $4.2m $4.8m
Marketing $1.3m $1.3m $1.5m $1.6m $1.9m $1.5m $1.2m $1.2m
Amortization of other intangible assets $831k $374k $14k $17k $308k $250k $226k $206k
Total interest and dividend income $38.8m $45.1m $53.3m $61.9m $100.5m $145.6m $152.7m $159.8m
Total non-interest income $27.2m $32.6m $51.2m $40.1m $28.4m $21.9m $27.7m $26.6m
Income before income taxes $33.1m $27.3m $28.8m $7.1m $11.6m $17.1m
Net income $5.6m $8.0m $24.5m $20.6m $21.7m $5.2m $8.5m $13.2m
Basic (in dollars per share) $0.64 $1.02 $3.11 $2.58 $2.29 $0.55 $0.88 $1.36
Diluted (in dollars per share) $0.63 $1.01 $3.08 $2.50 $2.23 $0.54 $0.87 $1.34
Income tax expense $1.8m $2.2m $8.5m $6.7m $7.1m $1.8m $3.1m $3.9m
Total interest expense $8.2m $13.0m $7.2m $5.4m $17.3m $74.5m $88.3m $84.4m
Total income before non-interest expense $57.6m $64.0m $92.6m $95.4m $107.9m $82.7m $90.1m $96.9m
Total non-interest expense $50.2m $53.8m $59.5m $68.1m $79.1m $75.6m $78.5m $79.8m