First Interstate BancSystem, Inc. — Cyborg Score 6/10

Solid
Regional Community Banking

Strategic Profile

As of September 30, 2025, the bank held $27.3 billion in assets. Recent Q4 2025 results showed revenue up 19.8% year-over-year with net margin of 17.62%. The company has received mixed analyst sentiment with a consensus "Hold" rating from eight analysts (one sell, four hold, three buy ratings).

Cyborg Score Rationale

With a market cap of $3.56 billion and PE ratio of 11.73, the company offers reasonable valuation. Strong return on equity of 8.83% and 19.8% revenue growth demonstrate operational strength. However, analyst divergence and recent sell ratings from Wall Street Zen temper enthusiasm.

Top Insights

  • Q4 2025 EPS of $1.08 beat consensus by $0.44, though revenue of $205.10 million came below estimate of $256.89 million.
  • The company pays a $1.88 annualized dividend with 5.2% yield and 63.73% payout ratio, providing income for shareholders.
  • Hedge funds and institutional investors own 88.71% of the company's stock, indicating strong institutional support.
  • The company maintains conservative leverage with debt-to-equity ratio of 0.09 and solid liquidity position.

Named Competitors

  • Glacier Bancorp — Regional bank competitor in northwestern US markets
  • First Financial Bankshares — Regional bank with southern and midwestern presence
  • F.N.B. Corporation — Regional bank operator with multi-state footprint

Recent Developments

  • (February 2026) Wall Street Zen downgraded FIBK from "hold" to "sell" rating
  • (January 2026) Q4 2025 earnings beat EPS expectations with $1.08 versus $0.64 consensus estimate
  • (March 2026) Vanguard increased stake by 0.7% with ownership reaching 8.42% of company

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