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First Western Financial, Inc. shared an investor presentation outlining its business model and recent performance. As of June 30, 2026, the company reported $3.24 billion in assets, $2.71 billion in loans held for investment, $2.85 billion in deposits, and $7.28 billion in assets under management.
For Q2 2026, net income available to common shareholders was $5.7 million, or $0.57 diluted EPS, increases of 129% and 119% from Q2 2025. Net interest income rose to $21.8 million and net interest margin improved to 2.90%. Tangible book value per share reached $25.53, up from $24.87 in Q1 2026.
Credit quality remained strong, with non-performing assets at 0.50% of total assets and zero net charge‑offs in Q2 2026, while the allowance for credit losses was 0.75% of total loans. The presentation also describes growth in attractive Western markets, technology investments, and a strategy focused on fee-based wealth management and relationship banking.
First Western Financial, Inc. reported second quarter 2026 net income available to common shareholders of $5.7 million, or $0.57 per diluted share, modestly below the first quarter’s $6.2 million but up sharply from $2.5 million a year earlier. Net interest income rose to $21.8 million, with net interest margin expanding for the third consecutive quarter to 2.90% from 2.81% in Q1 2026 and 2.67% in Q2 2025, helped by higher loan yields, lower funding costs and a better deposit mix.
Total loans held for investment reached $2.72 billion, up 0.9% sequentially and 6.8% year-over-year, while total deposits were $2.85 billion, up 0.4% from Q1 and 12.6% from Q2 2025, driven mainly by money market and noninterest-bearing accounts. Non-interest income eased to $6.4 million on lower mortgage and insurance-related revenues, and non-interest expense increased to $21.2 million, including a $0.4 million nonrecurring technology write-off.
Asset quality remained stable, with non-performing assets at $16.3 million, or 0.50% of total assets, and zero net charge-offs for the quarter. The allowance for credit losses was 0.75% of total loans. Capital levels stayed strong, with the bank classified as well capitalized and tangible book value per share rising to $25.53, up 9.1% year-over-year.
Gart Thomas A reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Gart Thomas A reported receiving a grant of 974 shares of common stock in the form of restricted stock units. These units carry no purchase price and will vest in five substantially equal annual installments beginning on June 3, 2027, as long as he continues in service.
After this grant, he directly holds 25,493 shares of common stock. An additional 72,909 shares are reported as indirectly owned through Gart Investments, where he serves as Managing Partner and disclaims beneficial ownership beyond his pecuniary interest.
Hamill Patrick H reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Patrick H. Hamill received a grant of 974 restricted stock units as equity compensation. The award was made at no cash cost to him and increases his direct holdings to 165,229 shares of Common Stock.
The restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, and require Mr. Hamill’s continued service with the company to fully vest. This is a routine director compensation award rather than an open-market stock purchase or sale.
Latimer Luke A reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Luke A. Latimer received an equity award of 974 restricted stock units of common stock. The units were granted at no cash cost and will vest in five substantially equal annual installments beginning on June 3, 2027, subject to his continued service. Following this grant, Latimer holds a total of 57,547 shares of the company’s common stock directly. This filing reflects routine, compensation-related stock-based awards rather than an open-market purchase or sale.
First Western Financial Inc director Mitchell Scott C reported an acquisition of 974 shares of common stock in the form of restricted stock units. These units were granted at no cash cost and increase his direct holdings to 5,482 shares.
The restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, and require his continued service to the company. This is a routine equity compensation award rather than an open-market purchase or sale.
Robinson Ellen S. reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Ellen S. Robinson received a grant of 974 shares of common stock in the form of restricted stock units. The award was granted at no cash cost and increases her direct holdings to 2,907 shares. These restricted stock units vest in five substantially equal annual installments beginning on June 3, 2027, conditioned on her continued service with the company.
Smith Mark L reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Mark L. Smith received an equity award of 974 restricted stock units representing common stock. The units were granted at no cash cost as compensation rather than an open-market purchase.
The award vests in five substantially equal annual installments beginning on June 3, 2027, subject to his continued service. After this grant, Smith’s reported direct holdings total 53,626 shares of common stock, showing this grant is a small addition to an existing position.
Zimlich Joseph C. reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial Inc director Joseph C. Zimlich received a grant of 974 shares of Common Stock in the form of restricted stock units. These units vest in five substantially equal annual installments beginning on June 3, 2027, subject to his continued service. Following this grant, he directly holds 42,079 shares of the company’s stock.
Duncan David R reported acquisition or exercise transactions in this Form 4 filing.
First Western Financial director David R. Duncan received an equity grant of 974 shares of Common Stock as a compensation award. The grant is in the form of restricted stock units that vest in five substantially equal annual installments beginning on June 3, 2027, contingent on his continued service. Following this award, Duncan directly holds 44,652 shares of the company’s stock. This is a routine director compensation grant rather than an open-market purchase.