FGBIPHIGH SIGNALRISK10-K

First Guaranty Bancshares shows severe financial deterioration with massive interest expense increases, negative operating cash flow, and deepening losses despite market expansion efforts.

The company faces a critical financial situation with interest expenses nearly tripling to $98.3M while losses deepened to -$56M, indicating severe margin compression in the rising rate environment. The shift from positive $33.7M to negative -$8.3M operating cash flow signals fundamental operational stress that threatens the bank's ability to self-fund operations.

Comparing 2026-03-31 vs 2025-03-17View on EDGAR →
FINANCIAL ANALYSIS

The bank experienced dramatic financial deterioration with interest expenses surging 169% to $98.3M while provision for credit losses jumped 259% to $4.9M, indicating both margin compression and asset quality concerns. Operating cash flow collapsed from positive $33.7M to negative -$8.3M, representing a complete reversal in the bank's ability to generate cash from operations. Combined with deepening net losses of -$56M and declining shareholder equity from $255M to $226.2M, these metrics paint a picture of a regional bank under severe financial stress despite growing its asset base to $4.1 billion.

FINANCIAL STATEMENT CHANGES
Provision for Credit Losses
P&L
+258.9%
$1.4M$4.9M

Credit loss provisions surged 258.9% — management flagging significant deterioration in loan quality ahead.

Interest Expense
P&L
+169.1%
$36.5M$98.3M

Interest expense surged 169.1% — significant debt increase or rising rates materially impacting earnings.

Operating Cash Flow
Cash Flow
-124.5%
$33.7M-$8.3M

Operating cash flow fell 124.5% — earnings quality concerns; investigate working capital changes and non-cash items.

Capital Expenditure
Cash Flow
-44.3%
$3.0M$1.7M

Capex reduced 44.3% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Net Income
P&L
-24.5%
-$45.0M-$56.0M

Net income declined 24.5% — review whether driven by operations, interest costs, or non-recurring items.

LANGUAGE CHANGES
NEW — 2026-03-31
PRIOR — 2025-03-17
ADDED
As of March 16, 2026, there were issued and outstanding 15,793,433 shares of the Registrant's Common Stock.
("First Guaranty" or "First Guaranty Bancshares") is a Louisiana corporation, and financial holding company headquartered in Hammond, Louisiana.
Our wholly owned subsidiary, First Guaranty Bank (the "Bank"), a Louisiana state-chartered commercial bank, provides personalized commercial banking services customers through 30 banking facilities.
The facilities are primarily located in the metropolitan/micropolitan statistical areas ("MSAs"), of Hammond, Baton Rouge, Lafayette, Shreveport-Bossier City, and Alexandria, Louisiana; Dallas-Fort Worth-Arlington and Waco, Texas; Vanceburg, Kentucky; and Bridgeport, West Virginia.
As announced in a Current Report on Form 8-K filed on March 9, 2026, First Guaranty has entered into a purchase and assumption agreement pursuant to which it would exit the Dallas-Fort Worth-Arlington and Waco, Texas markets.
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REMOVED
As of March 13, 2025, there were issued and outstanding 12,504,717 shares of the Registrant's Common Stock.
("First Guaranty") is a Louisiana corporation, and financial holding company headquartered in Hammond, Louisiana.
Our wholly owned subsidiary, First Guaranty Bank (the "Bank"), a Louisiana state-chartered commercial bank, provides personalized commercial banking services mainly to Louisiana and Texas customers through 35 banking facilities primarily located in the metropolitan/micropolitan statistical areas ("MSAs"), of Hammond, Baton Rouge, Lafayette, Shreveport-Bossier City, Lake Charles, Alexandria, Dallas-Fort Worth-Arlington, Waco, Texas.
First Guaranty expanded into Kentucky and West Virginia, our Mideast markets, in 2021 with loan and deposit production offices.
First Guaranty now has branches in Vanceburg, Kentucky and Bridgeport, West Virginia.
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