Core Viewpoint - First Western Financial, Inc. will release its financial results for the fourth quarter ended December 31, 2025, after market close on January 22, 2026 [1] Group 1: Financial Results Announcement - The financial results will be announced after the markets close on January 22, 2026 [1] - A conference call to discuss the financial results will be held on January 23, 2026, at 10:00 a.m. Mountain Time / 12:00 p.m. Eastern Time [2] - Analysts and investors will have the opportunity to participate in a question-and-answer session during the conference call [2] Group 2: Conference Call and Webcast Information - Participants must register for the conference call to receive the dial-in number and personalized PIN code [3] - The conference call will be accessible via a Telephone Access link and will also be webcast live on the investor relations website [4] - An archived version of the webcast will be available shortly after the live call [4] Group 3: Company Overview - First Western Financial, Inc. is a financial services holding company based in Denver, Colorado, with operations in multiple states including Colorado, Arizona, Wyoming, California, and Montana [5] - The company offers a comprehensive suite of wealth management services on a private trust bank platform, including deposit, loan, trust, wealth planning, and investment management products [5] - First Western's common stock is traded on the NASDAQ Global Select Market under the symbol "MYFW" [5]

Group 1 - EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealth management firm managing assets exceeding $730 million [1] - The acquisition will see nine professionals from CIP join EP Wealth, with co-founder Susan Anastasiadis becoming senior vice president [1][2] - This transaction marks EP Wealth's first acquisition in 2026, following a previous acquisition of Clearview Wealth Advisors [2][4] Group 2 - Clients of CIP will retain their existing advisors while gaining access to expanded planning resources and a larger team of experts [2][3] - EP Wealth operates as a fee-only registered investment advisor with over 63 locations across 23 states, reporting assets under management of over $40.5 billion as of September 30, 2025 [3]

Key insight: Commerce Bancshares, the Kansas City, Missouri-based parent company of Commerce Bank, sees its first bank M&A deal in more than a decade as an opportunity to keep growing its large wealth management business.Supporting data: After the acquisition of FineMark Holdings, Commerce  has $90 billion of assets under administration, up from $82 billion earlier.Forward look: One analyst said it will be worth watching how well Commerce can retain the selling bank's client base.Commerce Bancshares, which ...

Core Insights - Columbia Banking System is experiencing a strategic shift with a focus on capital accumulation, margin expansion, and significant share buybacks despite slowing headline profits [1][12] Company Overview - Columbia Banking System operates as a regional financial institution with a strong presence in the Pacific Northwest and California, offering a diversified banking model that includes both lending and non-interest income streams [6][9] - The company has recently completed a transformative acquisition, increasing total assets to approximately $67.5 billion and achieving a net interest margin of 3.84%, up from 3.56% a year earlier [10] Financial Performance - For the trailing twelve months (TTM), Columbia Banking System reported revenue of $2.07 billion and net income of $478.68 million, with a dividend yield of 5% [4] - The company’s GAAP EPS fell to $0.40 from $0.73 in the prior quarter due to merger and restructuring costs, but the operating EPS was reported at $0.85, indicating strong normalized earnings power [11] Investment Activity - HoldCo Asset Management increased its stake in Columbia Banking System by purchasing 1.24 million shares valued at $31.48 million, bringing its total holdings to 5.72 million shares worth $147.30 million as of September 30 [2][3] - Columbia Banking System now represents 15.55% of HoldCo's $947.56 million assets under management (AUM) [3] Strategic Initiatives - The management has authorized a $700 million share repurchase program through late 2026, reflecting confidence in the bank's ability to generate excess capital even after a major acquisition [12] - The bank's core deposit growth increased by approximately $14 billion quarter over quarter, reaching $55.8 billion, largely attributed to the recent acquisition [10]

Core Insights - HoldCo Asset Management has increased its stake in Eastern Bankshares by acquiring 1.2 million shares, raising its total investment to $116.32 million, making it the fund's fourth-largest equity holding [2][6] - Eastern Bankshares has shown strong financial performance with a net income of $106.1 million for the latest quarter, reflecting a 6% increase year-over-year, and steady loan growth of 1.3% quarter-over-quarter [8] Company Overview - Eastern Bankshares is a regional financial institution with a market capitalization of $4.15 billion and a revenue of $651.22 million over the trailing twelve months (TTM) [4][5] - The company offers a diverse range of services including traditional banking, insurance, and wealth management, primarily serving retail customers, small businesses, and commercial clients in eastern Massachusetts and southern New Hampshire [5][7] Financial Performance - The stock price of Eastern Bankshares is currently $18.43, which is up approximately 7% over the past year, although it has underperformed compared to the S&P 500, which is up about 16% [3] - Wealth management assets have reached a record high of $9.2 billion, indicating strong growth in this segment [8] Investment Context - The increase in HoldCo's investment during a period of earnings momentum suggests confidence in Eastern Bankshares' fundamentals, which are expected to perform well despite sector volatility [6][8] - The portfolio of HoldCo Asset Management is heavily weighted towards regional banks, indicating a thematic investment strategy focused on the potential for value compounding in select banks [8]

Core Viewpoint - Gator Capital Management has initiated a new position in First Financial Bancorp, indicating a strategic investment approach focused on patience and balance-sheet considerations rather than immediate market momentum [1][2]. Company Overview - First Financial Bancorp is a regional banking institution with a strong presence in the Midwest, offering a diversified portfolio of lending and deposit services [4][6]. - The company reported a revenue of $884.98 million and a net income of $258.10 million for the trailing twelve months (TTM) [4]. - The current dividend yield stands at 4%, with shares priced at $25.72 as of the latest report [4]. Investment Position - Gator Capital Management disclosed ownership of 221,920 shares of First Financial Bancorp, valued at approximately $5.60 million, representing about 1.42% of its total U.S. equity assets of $394.37 million [2][3]. - The investment reflects a broader strategy that favors financials and cyclicals, suggesting a long-term view on normalized earnings power despite short-term market distractions [8]. Market Performance - First Financial Bancorp's shares have decreased by approximately 6.5% over the past year, underperforming the S&P 500, which has increased by about 15% during the same period [3][7]. - The company has been navigating margin pressures and deposit competition, yet it remains profitable and well-capitalized, with net interest income performing better than expected [7].

HOUSTON, Dec. 18, 2025 /PRNewswire/ -- In conjunction with Prosperity Bancshares, Inc. (NYSE: PB) Fourth Quarter 2025 Earnings Announcement, scheduled before the market opens on Wednesday, January 28, 2026, you are invited to listen to its conference call at 11:30 AM, Eastern Time (10:30 AM, Central Time) on that day. Participants will include members of Prosperity's executive management team. ® What: Prosperity Bancshares, Inc. Fourth Quarter 2025 Earnings Conference Call When: Wednesday, January 28, 2026, ...

Cambridge Trust Wealth Management, a Division of Eastern Bank, is singularly focused on outstanding client service and deep expertise in financial planning, investment management, trusts and estates, and private banking. Personalized attention to understanding client goals and a breadth of solutions combine to chart a course that builds and protects client wealth. About Eastern Bank Founded in 1818, Eastern Bank is Greater Boston's leading local bank with approximately 110 branch locations serving communiti ...

GLENWOOD SPRINGS, Colo., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Alpine Banks of Colorado (OTCQX: ALPIB) announced that Glen Jammaron has been appointed as chief executive officer and chairman for Alpine Banks of Colorado and its wholly owned subsidiary, Alpine Bank. Jammaron succeeds J. Robert “Bob” Young, who founded Alpine Bank and served as its chairman for 53 years. Young passed away on December 11, 2025. “I am honored to continue the incredible legacy that Bob built for Alpine Bank,” noted Jammaron. “We ant ...

Valuation & Earnings - Pioneer Bancorp reported revenue of $31.81 million and earnings per share (EPS) of $0.80, while Carter Bankshares reported higher revenue of $243.10 million and EPS of $1.36, indicating stronger financial performance for Carter Bankshares [2][3] - Carter Bankshares has a lower price-to-earnings (P/E) ratio of 14.69 compared to Pioneer Bancorp's P/E ratio of 18.39, suggesting that Carter Bankshares is currently more affordable [2][3] Volatility & Risk - Pioneer Bancorp has a beta of 0.45, indicating its stock price is 55% less volatile than the S&P 500, while Carter Bankshares has a beta of 0.62, indicating it is 38% less volatile than the S&P 500 [3] Profitability - Pioneer Bancorp has a net margin of 16.17%, return on equity (ROE) of 6.38%, and return on assets (ROA) of 0.95%. In comparison, Carter Bankshares has a net margin of 12.37%, ROE of 7.65%, and ROA of 0.65% [5] Analyst Recommendations - Carter Bankshares has a consensus price target of $22.00, indicating a potential upside of 10.11%. Analysts view Carter Bankshares more favorably than Pioneer Bancorp, which has no buy ratings [7] Insider & Institutional Ownership - 41.5% of Carter Bankshares shares are held by institutional investors, compared to only 2.5% of Pioneer Bancorp shares held by company insiders, indicating stronger institutional confidence in Carter Bankshares [8] Summary - Carter Bankshares outperforms Pioneer Bancorp in 8 out of 13 factors compared, highlighting its overall stronger position in the market [9]