First Western Financial (MYFW)

• Market cap: $171M
• 1 day: 0.80%
• 5 days: -5.05%
• 1 month: -16.01%
• 3 months: -16.68%
• 6 months: -10.48%
• Year to date: -6.95%
• 1 year: 3.39%
• 5 years: 9.41%
• 10 years: -10.25%
• Sector: Financials
• Industry: State Commercial Banks

About: First Western Financial Inc is a financial holding company that provides a fully integrated suite of wealth management services on its private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning, and investment management products and services. The company has two operating segments; The Wealth Management segment consists of operations relative to the Company's fully integrated wealth management products and services, and The Mortgage segment consists of operations relative to the Company's residential mortgage service offerings. The bank derives its majority revenue from the wealth management segment.

Employees: 310

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

17% more capital invested

Capital invested by funds: $95.5M [Q2] → $112M (+$16.5M) [Q3]

11% more funds holding

Funds holding: 63 [Q2] → 70 (+7) [Q3]

0.06% more ownership

Funds ownership: 57.92% [Q2] → 57.98% (+0.06%) [Q3]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $23 30% upside
• Avg. target: $24 36% upside
• High target: $25 41% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Piper Sandler Matthew Clark 50% 1-year accuracy 9 / 18 met price target	30% upside $23	Neutral Maintained	10 Dec 2024
Keefe, Bruyette & Woods Wood Lay 51% 1-year accuracy 26 / 51 met price target	41% upside $25	Outperform Maintained	4 Dec 2024