First Western Financial Inc (MYFW)
First Western Financial Inc brought in $110.7M of revenue over the twelve months to September 30, 2026, up 15.9% from a year earlier. Net income was $21.2M, a net margin of 19.2%. In fiscal 2025 capital spending exceeded operating cash flow by $5.8M. At September 30, 2026 it held $166.2M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about First Western Financial Inc
- Net worth
- First Western Financial Inc has a market value (market cap) of $303.1M at the latest share price, and shareholders' equity of $288.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $96.9M (+7.6% year on year), with net income of $13.2M. Over the 12 months to September 30, 2026: revenue $110.7M, net income $21.2M.
- Cash flow
- In fiscal 2025 operations used $1.8M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- First Western Financial Inc's next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What First Western Financial Inc does
First Western Financial Inc is registered with the SEC under industry code SIC 6022 (State Commercial Banks). Its shares trade on NASDAQ under the ticker MYFW.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $96.9M | $13.2M | $1.34 | -$5.8M |
| 2024 | $90.1M | $8.5M | $0.87 | -$607K |
| 2023 | $82.7M | $5.2M | $0.54 | $19.5M |
| 2022 | $107.9M | $21.7M | $2.23 | $45.3M |
| 2021 | $95.4M | $20.6M | $2.50 | $160.4M |
| 2020 | $92.6M | $24.5M | $3.08 | -$94.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where MYFW ranks in Finance
Latest SEC filings
What First Western Financial Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 3, 2026
- October 30, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 17% to $28.1M versus the same quarter last year; diluted EPS $0.60 versus $0.32.
- October 22, 2026
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- July 31, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 28% to $28.6M versus the same quarter last year; diluted EPS $0.57 versus $0.26.
- July 24, 2026
- July 23, 2026
- June 5, 2026
- June 2, 2026
Insider trades
What the people running First Western Financial Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $305.5K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 31, 2026 | Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, Director | Sold | 10,000 | $305.5K |
| June 3, 2026 | Caponi Julie ADirector | Received as pay | 974 | - |
| June 3, 2026 | Duncan David RDirector | Received as pay | 974 | - |
| June 3, 2026 | Zimlich Joseph C.Director | Received as pay | 974 | - |
| June 3, 2026 | Smith Mark LDirector | Received as pay | 974 | - |
| June 3, 2026 | Robinson Ellen S.Director | Received as pay | 974 | - |
| June 3, 2026 | Mitchell Scott CDirector | Received as pay | 974 | - |
| June 3, 2026 | Latimer Luke ADirector | Received as pay | 974 | - |
Who owns MYFW
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Wellington Management Group LLP13G, passive with 3 related filers | 7.7% | August 13, 2026 |
| North Reef Capital Management GP LLC13G, passive with 2 related filers | 7.06% | February 17, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 104 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Wellington Management Group Llp | 747,096 | +226,767 |
| North Reef Capital Management LP | 742,630 | +26,021 |
| BlackRock, Inc. | 542,706 | +46,345 |
| Vanguard Capital Management LLC | 353,519 | -310 |
| Banc Funds Co LLC | 342,404 | -6,000 |
| Dimensional Fund Advisors LP | 285,909 | +24,175 |
| Algebris (UK) Ltd | 259,090 | -84,959 |
| Mendon Capital Advisors Corp | 215,815 | -37,521 |
| Geode Capital Management, LLC | 201,866 | +22,824 |
| Punch & Associates Investment Management, Inc. | 195,000 | -53,195 |
| Curi Capital, LLC | 190,422 | -6,634 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 170,824 | +10,992 |
| Jacobs Asset Management, LLC | 140,000 | -117,819 |
| State Street Corp | 139,551 | +10,232 |
| Alliancebernstein L.P. | 176,866 | -30,063 |
| Hotchkis & Wiley Capital Management LLC | 123,858 | -7,300 |
| First Western Trust Bank | 92,241 | -5,990 |
| Bridgeway Capital Management, LLC | 80,940 | -2,910 |
| Brevan Howard Capital Management LP | 75,000 | -25,000 |
| Northern Trust Corp | 66,764 | +8,813 |
Insiders
13 insiders reported holding 1,243,183 shares in total, about $38.6M at the last price.
| Holder | Shares |
|---|---|
| Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, Director | 740,312 |
| Hamill Patrick HDirector | 165,229 |
| Courkamp Julie ACHIEF OPERATING OFFICER, Director | 59,680 |
| Latimer Luke ADirector | 57,547 |
| Smith Mark LDirector | 53,626 |
| Duncan David RDirector | 44,652 |
| Zimlich Joseph C.Director | 42,079 |
| Gart Thomas ADirector | 25,493 |
| Caponi Julie ADirector | 23,571 |
| Cassell Matthew C.CHIEF REVENUE OFFICER | 16,240 |
Questions about MYFW
What does First Western Financial Inc do?
First Western Financial Inc is a company in the Finance sector, listed on NASDAQ as MYFW. Its shares trade on NASDAQ under the ticker MYFW.
What is First Western Financial Inc's net worth?
First Western Financial Inc has a market value (market cap) of $303.1M at the latest share price, and shareholders' equity of $288.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is First Western Financial Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $21.2M on revenue of $110.7M, a net margin of 19.2%.
How much revenue does First Western Financial Inc make?
Over the twelve months to September 30, 2026 First Western Financial Inc reported revenue of $110.7M. That is 15.9% more than a year earlier.
When did First Western Financial Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the investor disclosure from November 3, 2026.
When is First Western Financial Inc's next earnings report?
First Western Financial Inc's next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values First Western Financial Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.