FMBHMEDIUM SIGNALFINANCIAL10-K

FMBH reported solid earnings growth and strengthened equity position while experiencing a notable decline in cash holdings and higher credit provisioning.

The company's improved profitability and stronger stockholders' equity demonstrate solid operational performance and capital generation. However, the substantial reduction in cash reserves alongside increased credit loss provisions suggests management may be deploying capital more aggressively or facing emerging credit pressures that warrant monitoring.

Comparing 2026-02-27 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

FMBH delivered a healthy 16.3% increase in net income to $91.7M while building stockholders' equity by 13.3% to $958.7M, indicating strong underlying business performance. However, cash and equivalents declined meaningfully by 39.8% to $85.1M, and the company increased its provision for credit losses by 27% to $6.1M. The overall picture suggests a profitable institution actively deploying capital while taking a more cautious stance on potential credit risks.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-39.8%
$141.4M$85.1M

Cash declined 39.8% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Capital Expenditure
Cash Flow
+38.4%
$4.9M$6.8M

Capital expenditure jumped 38.4% — major investment cycle underway; assess returns on deployment.

Provision for Credit Losses
P&L
+27%
$4.8M$6.1M

Loss provisions increased 27% — building reserves against anticipated credit deterioration.

Net Income
P&L
+16.3%
$78.9M$91.7M

Net income grew 16.3% — bottom-line growth signals improving overall business health.

Stockholders Equity
Balance Sheet
+13.3%
$846.4M$958.7M

Equity base grew 13.3% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-28
ADDED
As of February 27, 2026, 24,082,479 shares of the Registrant s common stock, $4.00 par value, were outstanding.
During the quarter ended September 30, 2024, the Company acquired Mid Rivers Insurance Group, Inc.
Human Capital The Company is committed to building a workplace that attracts, develops, and retains top talent.
The culture is grounded in six core values: Integrity, Motivation, Professionalism, Accountability, Commitment, and Teamwork.
These values guide how we operate and support an engaging employee experience that encourages career growth, fulfillment, and long term success.
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REMOVED
The aggregate market value of the outstanding common stock, other than shares held by persons who may be deemed affiliates of the Registrant, as of the last business day of the Registrant s most recently completed second fiscal quarter was approximately $ 704,766,369 .
As of February 28, 2025, 23,982,333 shares of the Registrant s common stock, $4.00 par value, were outstanding.
During the quarter ended September 30, 2024 and June 30, 2023 the Company acquired Mid Rivers Insurance Group, Inc.
both companies were subsequently merged into First Mid Insurance.
Human Capital The Company seeks to provide a work environment that attracts, develops, and retains top talent.
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