FB Financial Corporation — Cyborg Score 7/10

Strong
Regional Banking

Strategic Profile

The regional banking company beat Wall Street's revenue expectations in Q4 CY2025, with sales up 34.1% year on year to $178.6 million. Operating through more than a century of economic cycles, the company is well-positioned for growth with strong capital deployment including substantial share repurchases.

Cyborg Score Rationale

The company delivered strong revenue growth of 34.1% year-over-year and beat analyst EPS estimates by 3.3% in Q4 2025. The company maintained a strong capital position with a total risk-based capital ratio of 13.2%, well above regulatory requirements. Growth momentum is solid with strategic acquisitions and capital optimization underway.

Top Insights

  • 2025 revenue was $516.73 million, an increase of 16.49% compared to the previous year
  • The company is a high dividend payer, with a dividend payout ratio of 27.71%
  • Net interest income makes up 76.8% of the company's total revenue, with lending operations as the largest revenue source
  • The company repurchased 1,717,948 shares during Q4 2025, approximately 3% of outstanding shares

Named Competitors

  • Community Banking Services — Regional bank competitor in Southeast
  • Regional Banking Services — Southeast regional bank competitor
  • Mortgage & Lending Services — Regional financial services provider

Recent Developments

  • (January 2026) Beat Wall Street revenue expectations in Q4 2025 with $178.6 million in sales, up 34.1% year-over-year
  • (January 2026) Repurchased 1,717,948 shares during Q4 2025
  • (January 2026) Maintained total risk-based capital ratio of 13.2%, above regulatory thresholds

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