BWFGMEDIUM SIGNALOPERATIONAL10-K

BWFG expanded operations with regulatory approval for a new Brooklyn branch while credit quality improved substantially with provision for credit losses falling meaningfully.

The regulatory approvals from FDIC, Connecticut, and New York banking authorities for Brooklyn expansion signals successful execution of the company's growth strategy into new markets. The dramatic reduction in credit loss provisions suggests improving loan portfolio quality, while revenue growth of 44% indicates solid business momentum supporting the expansion efforts.

Comparing 2026-03-04 vs 2025-03-05View on EDGAR →
FINANCIAL ANALYSIS

BWFG delivered solid financial performance with revenue growing 44% and provision for credit losses declining substantially from $3.4M to $437K, indicating improved asset quality. Balance sheet strength improved with stockholders' equity rising 11.4% to $301.5M, while the company increased capital expenditures significantly to support growth initiatives. The combination of revenue growth, credit quality improvement, and increased investment spending suggests a company successfully executing an expansion strategy from a position of financial strength.

FINANCIAL STATEMENT CHANGES
Provision for Credit Losses
P&L
-87.3%
$3.4M$437K

Provisions reduced 87.3% — improving credit quality or reserve release boosting reported earnings.

Capital Expenditure
Cash Flow
+86.6%
$613K$1.1M

Capital expenditure jumped 86.6% — major investment cycle underway; assess returns on deployment.

Revenue
P&L
+44%
$2.0M$2.8M

Strong top-line growth of 44% — accelerating demand or successful expansion into new markets.

Share Buybacks
Cash Flow
-37.6%
$2.1M$1.3M

Buyback activity reduced 37.6% — capital being redeployed elsewhere or cash conservation underway.

Stockholders Equity
Balance Sheet
+11.4%
$270.5M$301.5M

Equity base grew 11.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-03-04
PRIOR — 2025-03-05
ADDED
As of February 27, 2026, there were 7,976,788 shares of the registrant s common stock outstanding.
Form 10-K Summary 119 Signatures 120 BANKWELL FINANCIAL GROUP, INC.
In December 2025, the Bank received regulatory approvals from the Federal Deposit Insurance Corporation ( FDIC ), the Connecticut Department of Banking ( CT DOB ), and the New York Department of Financial Services ( NY DFS ) to establish a new, full-service branch located in Brooklyn, New York which opened during the first quarter of 2026.
Additionally, the Bank operates limited-service Domestic Representative Offices in New Canaan, Connecticut and Garden City, New York.
As of December 31, 2025, on a consolidated basis, we had total assets of approximately $3.4 billion, net loans of approximately $2.8 billion, total deposits of approximately $2.8 billion, and shareholders equity of approximately $301.5 million.
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REMOVED
As of February 28, 2025, there we re 7,907,311 sh ares of the registrant s common stock outstanding.
Form 10-K Summary 126 Signatures 127 BANKWELL FINANCIAL GROUP, INC.
As of December 31, 2024, on a consolidated basis, we had total assets of approximately $3.3 billion, net loans of approximately $2.7 billion, total deposits of approximately $2.8 billion, and shareholders equity of approximately $270.5 million.
We are focused on being the banking provider of choice and to serve as an alternative to our larger competitors.
We have a history of building long-term client relationships and attracting new clients through what we believe is our superior service and our ability to deliver a diverse product offering.
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