Every 8-K that First Western Financial (MYFW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MYFW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MYFW filings page.
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.
First Western Financial, Inc. reported the results of its annual shareholder meeting held on June 3, 2026. Shareholders elected eleven directors to the board, with each nominee receiving over 5.6 million votes in favor and relatively few votes withheld, alongside 670,427 broker non-votes for each nominee.
Shareholders also ratified Crowe LLP as the independent registered public accounting firm for the year ending December 31, 2026, with 6,578,057 votes for, 181,161 against, and 1 abstention. In addition, an advisory, non-binding resolution approving compensation for the company’s named executive officers passed with 4,865,971 votes for, 1,218,437 against, and 4,384 abstentions.
First Western Financial, Inc. filed an 8-K to furnish its 2026 annual meeting presentation, which reviews recent performance, balance sheet growth and long-term strategy using both GAAP and non-GAAP metrics.
The presentation highlights 2025 gross revenue of about $101.7M and net income before income tax of about $17.1M, with adjusted pre-tax, pre-provision income of $22.1M. Management emphasizes organic growth, accretive acquisitions and expansion into attractive Western markets, noting a 166% increase in loans held for investment and 153% increase in total deposits between January 1, 2020 and December 31, 2025.
Tangible book value per share rose from $8.71 at year-end 2017 to $24.07 at year-end 2025 and $24.87 at March 31, 2026, an increase of roughly 186% since pre-IPO levels. The efficiency ratio improved from 82.9% in 2024 to 77.2% in 2025 and 73.11% for the quarter ended March 31, 2026, while the allowance for credit losses remained at 0.8% of loans. Management stresses diversified revenue streams, conservative underwriting, historically low credit losses and goals to grow toward $5 billion in total assets and $25 billion in total invested assets, positioning the company as a niche Western private banking and wealth management franchise.
First Western Financial, Inc. is launching a new stock repurchase plan, authorizing buybacks of up to $5,000,000 of its common stock. The Board approved the plan on April 22, 2026, and the Federal Reserve Board stated on April 29, 2026 that it has no objection.
The repurchase plan will be effective for one year beginning June 12, 2026, when the company’s current active repurchase plan expires. The company may buy shares in open-market trades, privately negotiated deals, or through Rule 10b5-1 trading plans, but is not required to repurchase any specific amount and can change or end the plan at any time.
First Western Financial, Inc. outlines strong recent performance and strategy in an investor presentation furnished with this report. As of March 31, 2026, the company had $3.24 billion in assets, $2.69 billion in loans, $2.84 billion in deposits, and $7.24 billion in assets under management.
For 1Q26, net income available to common shareholders was $6.2 million, or $0.63 per diluted share, up sharply from prior periods. Net interest margin improved to 2.81% and gross revenue rose to $27.6 million, while the efficiency ratio improved to 73.11% and tangible book value per share increased to $24.87.
The presentation highlights growth in loans and deposits, rising trust and investment management fees, consistently low net charge-offs, a diversified commercial real estate portfolio with low loan-to-value ratios, ample liquidity funding sources, and capital ratios above internal targets. Management also emphasizes technology investments, expansion in attractive Western markets, and a long-term goal of driving higher returns through operating leverage, selective acquisitions, and continued balance sheet growth.
First Western Financial, Inc. reported significantly stronger results for the first quarter ended March 31, 2026. Net income available to common shareholders rose to $6.2 million, or $0.63 diluted EPS, up from $3.3 million, or $0.34, in the prior quarter and $4.2 million, or $0.43, a year earlier.
Net interest margin improved to 2.81% from 2.71% in Q4 2025 and 2.61% in Q1 2025, as funding costs fell faster than asset yields. Net interest income increased to $20.9 million, while non-interest income grew to $6.7 million, helped by higher mortgage gains and risk management and insurance fees.
Total loans held for investment grew to $2.69 billion, up 1.5% from year-end, and total deposits increased to $2.84 billion, up 3.5% quarter over quarter, with notable growth in noninterest-bearing balances. Asset quality strengthened, with non-performing assets declining to $16.3 million, or 0.50% of total assets, and other real estate owned falling to zero. The allowance for credit losses stood at 0.77% of total loans, reflecting a $0.7 million provision release.
Capital levels remained solid, with the bank subsidiary classified as “well capitalized.” Book value per share increased to $28.10, and tangible book value per share rose to $24.87. Management highlighted continued momentum in loan and deposit pipelines, ongoing margin improvement efforts, disciplined expenses, and stable credit metrics as factors supporting further performance improvement through 2026.
First Western Financial, Inc. highlights steady growth and improving profitability, furnishing an investor presentation that showcases its niche wealth-focused banking model in affluent Rocky Mountain and Western markets. As of 12/31/2025, the company reports assets of $3.15 billion, loans of $2.65 billion, deposits of $2.75 billion, and $7.28 billion of assets under management.
For 4Q25, net income available to common shareholders was $3.3 million, or $0.34 per diluted share, up 6% from the prior quarter and 21% from 4Q24, despite a $1.4 million write-down in other real estate owned. Net interest income rose to $20.6 million and net interest margin improved to 2.71%, helped by a 20 basis point drop in cost of funds.
The presentation emphasizes long-term value creation via tangible book value per share growth from $8.71 at 12/31/2017 to $24.07 at 12/31/2025, stable credit quality with average annual net charge-offs below 10 basis points over the last 10 years, and an ACL/total loans ratio of 0.81%. Deposits remain relationship-driven and relatively stable, with cumulative new deposits reaching $828 million and 2,214 new deposit accounts from 2018 to 2025.
Management points to continued organic and acquisition-driven balance sheet expansion, a growing commercial and wealth management platform, efficiency ratio improvement to 74.88% in 4Q25, and strong capital and liquidity, including $234.1 million of tangible common equity and $1.33 billion of available liquidity funding sources. The near-term outlook calls for ongoing loan and deposit growth, further net interest margin expansion, disciplined expense control, and no meaningful deterioration in asset quality based on current portfolio trends.
First Western Financial, Inc. furnished an update on its financial results for the fourth quarter ended December 31, 2025. The company issued a press release detailing these results, which is attached as Exhibit 99.1.
The company also scheduled an investor call and webcast for January 23, 2026 at 10:00 a.m. Mountain Time to discuss its fourth quarter 2025 performance. An earnings presentation with additional information is provided as Exhibit 99.2. Both exhibits are furnished, not filed, under the securities laws.
First Western Financial, Inc. (MYFW) furnished an investor presentation as Exhibit 99.1 in an Item 7.01 Form 8-K. The materials may be used in meetings with investors and analysts during the fiscal year ending December 31, 2025.
The presentation is furnished under Regulation FD and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other filings except if expressly referenced.
First Western Financial (MYFW) furnished an update on its quarterly reporting. The company announced it issued a press release with financial results for the third quarter ended September 30, 2025, and will host an investor call and webcast on October 24, 2025 at 10:00 a.m. Mountain Time.
The press release is provided as Exhibit 99.1 and an earnings presentation as Exhibit 99.2. The information under Items 2.02 and 7.01 is being furnished and is not deemed filed under the Exchange Act.