FBLAMEDIUM SIGNALOPERATIONAL10-K

FB Bancorp has agreed to sell substantially all assets and liabilities of its NOLA mortgage lending division while narrowing its geographic focus to southern Louisiana markets.

The decision to exit the NOLA mortgage lending business represents a strategic shift toward concentrating on core Louisiana banking markets, potentially improving operational efficiency but reducing revenue diversification. The company appears to be streamlining operations by eliminating its Florida panhandle and Mississippi lending activities, which could signal either margin pressures in those markets or a refocus on higher-return local opportunities.

Comparing 2026-03-26 vs 2025-03-27View on EDGAR →
FINANCIAL ANALYSIS

The financial picture shows mixed operational adjustments with cash and equivalents declining meaningfully to $60.3 million from $98.8 million, likely reflecting the pending asset sale and operational changes. SG&A expenses decreased notably to $6.1 million from $8.5 million, suggesting cost reduction efforts are taking effect, while capital expenditures increased modestly to $6.7 million. Overall, the metrics point to a company in transition, managing costs downward while still investing in infrastructure as it repositions its business model.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-39%
$98.8M$60.3M

Cash declined 39% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

SG&A Expense
P&L
-28.1%
$8.5M$6.1M

SG&A reduced 28.1% — improved cost efficiency or headcount reduction improving operating margins.

Capital Expenditure
Cash Flow
+27.5%
$5.2M$6.7M

Capex increased 27.5% — ongoing investment in capacity or infrastructure for future growth.

LANGUAGE CHANGES
NEW — 2026-03-26
PRIOR — 2025-03-27
ADDED
The aggregate market value of the voting and non-voting common equity held by non-affiliates of the Registrant, computed by reference to the last sale price of the most recently completed second quarter was approximately $ 223.2 million.
Securities and Exchange Commission within 120 days after the end of the fiscal year to which this report relates.
FB BANCORP, INC., AND SUBSIDIARY FORM 10-K INDEX PAGE PART I Item 1.
In January 2014, the Bank acquired the net assets of NOLA Lending Group (sometimes referred to herein as NOLA , NOLA Lending , and mortgage division ) as a fully-owned division of the Bank that originates our residential one- to four-family residential real estate loans.
On December 31, 2025, the Bank entered into an agreement to sell substantially all of the assets and liabilities of NOLA.
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REMOVED
At June 30, 2024 , there were no publicly issued shares of common stock, as such, there was no market value.
In January 2014, the Bank acquired the net assets of NOLA Lending Group ( NOLA ) as a fully-owned division of the Bank that originates our residential one- to four-family residential real estate loans.
Market Area We consider our primary market areas for deposit gathering and origination of loans held for investment to be southern Louisiana and for origination of loans held for sale to be southern Louisiana, the Florida panhandle and Mississippi.
Loan balances exclude the fair value of loans held for sale, which totaled $26.0 million and $22.6 million at December 31, 2024 and December 31, 2023, respectively.
Due after December 31, 2025 Fixed Adjustable Total (Dollars in thousands) One- to four-family residential $ 99,920 $ 154,709 $ 254,629 Residential construction 34,139 34,139 Commercial real estate 137,089 74,117 211,206 Commercial 33,180 26,753 59,933 Home equity loans and lines of credit 15,120 89,227 104,347 Other consumer 20,481 684 21,165 Total $ 339,929 $ 345,490 $ 685,419 Residential Mortgage Lending .
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