First Business Finl Svcs Inc W SEC Filings

First Business Financial Services, Inc. filed a quarterly Form 13F-HR detailing its institutional investment holdings. The report states that the firm is filing a full 13F holdings report, meaning all of its reportable positions are included.

The filing lists a total of 168 separate investment entries in the Form 13F information table, with an aggregate reported value of $1,089,042,171, rounded to the nearest dollar. No other investment managers are included in this report, indicating First Business Financial Services, Inc. is reporting solely on its own managed positions.

First Business Financial Services, Inc. filed a current report stating that on February 3, 2026, it posted a new investor presentation on its website under the Investor Relations section. The slides give an overview of the company’s recent operating performance, financial condition, and business strategy.

The company plans to use this presentation when executives speak with shareholders, analysts, and other third parties. The slide deck is included as Exhibit 99.1 and is being furnished under Regulation FD, meaning it is not considered filed for liability purposes or automatically incorporated into other securities filings unless specifically referenced.

First Business Financial Services, Inc. reported a planned board transition. Director Ralph R. Kauten notified the company that he will retire from the Board of Directors at the conclusion of the 2026 Annual Meeting of Shareholders, expected on or about April 24, 2026.

Mr. Kauten has served on the board since 2018 and is retiring in line with the company’s Director Retirement Policy upon reaching age 75. The company stated that his retirement does not involve any disagreement on operations, policies, or practices. Jason R. Graham will succeed Mr. Kauten as Chair of the Audit Committee upon his retirement.

First Business Financial Services, Inc. filed a current report describing recent earnings communications. On January 29, 2026, the company announced its earnings for the quarter ended December 31, 2025 and declared a quarterly cash dividend on its common stock and 7% Series A preferred stock.

The company is furnishing a press release with financial information as Exhibit 99.1 and an investor presentation as Exhibit 99.2. The presentation, also posted on its website, will be used for the fourth quarter 2025 earnings call scheduled for 1:00 p.m. Central time on January 30, 2026.

FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) insider filed a Form 4 reporting two gifts of 200 shares each on 11/12/2025 (Transaction Code G).

The filing notes that gift transactions list no price. Following the reported transactions, the filing shows 16,992 shares held indirectly by a 401(k) Plan. The reporting person is identified as both CEO and Director, and the filing was made by one reporting person.

First Business Financial Services (FBIZ) reported an insider purchase by its Chief Accounting Officer. On 11/07/2025, the officer bought 71 shares of common stock at a price of $51.4 per share, coded as a “P” (purchase) transaction.

Following this trade, the officer beneficially owns 1,892 shares, held directly. This filing reflects a routine update to insider ownership under Section 16 rules.

First Business Financial Services, Inc. furnished an investor presentation under Regulation FD. On November 10, 2025, the company posted updated slides on its website (www.firstbusiness.bank) under Investor Relations and furnished the same as Exhibit 99.1 to this Form 8-K. The materials offer an overview of recent operating performance, financial condition, and business strategy and may be used in meetings with shareholders and analysts.

The information is being furnished, not filed, and is not subject to Section 18 liabilities, except as otherwise required.

First Business Financial Services, Inc. (FBIZ) announced its Board declared a quarterly cash dividend of $0.29 per common share, the same as July 2025. The dividend is payable on December 3, 2025 to shareholders of record on November 19, 2025.

The Board also declared a dividend on its 7% Series A Preferred Stock of $17.50 per share, payable on December 15, 2025 to shareholders of record on November 28, 2025.

First Business Financial Services (FBIZ) reported stronger Q3 2025 results. Net income rose to $14.4 million from $10.5 million a year ago, with EPS of $1.70 versus $1.24. Net interest income increased to $34.9 million as loan and lease interest expanded, while the provision for credit losses decreased to $1.4 million.

Balance sheet growth continued. Total assets reached $4.03 billion and deposits were $3.33 billion as of September 30, 2025. Loans and leases receivable, net, were $3.30 billion. Available‑for‑sale securities had a fair value of $411.1 million, with unrealized losses of $17.1 million and gains of $2.3 million. Comprehensive income benefited from $1.2 million of other comprehensive income this quarter.

Non‑interest income improved to $9.6 million, led by private wealth fees, swap fees, and service charges. Non‑interest expense rose to $25.7 million, mainly compensation and software. The company paid a $0.29 quarterly dividend. Shares outstanding were 8,324,387 as of September 30, 2025; 8,324,258 were reported outstanding on October 27, 2025.