First Western Financial (MYFW)

• Market cap: $182M
• 1 day: 3.19%
• 5 days: 5.63%
• 1 month: -2.09%
• 3 months: 6.05%
• 6 months: -13.43%
• Year to date: -1.32%
• 1 year: 37.36%
• 5 years: 38.38%
• 10 years: -4.82%
• Sector: Financials
• Industry: Banks - Regional

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: 321

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

2.69% more ownership

Funds ownership: 57.84% [Q3] → 60.53% (+2.69%) [Q4]

2% more capital invested

Capital invested by funds: $112M [Q3] → $114M (+$2.59M) [Q4]

7% less funds holding

Funds holding: 70 [Q3] → 65 (-5) [Q4]

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Research analyst outlook

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

• Low target: $23 20% upside
• Avg. target: $23 24% upside
• High target: $24 28% upside

2 analyst ratings

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

Piper Sandler Matthew Clark 15% 1-year accuracy 4 / 26 met price target	20% upside $23	Neutral Maintained	27 Jan 2025
Keefe, Bruyette & Woods Wood Lay 50% 1-year accuracy 34 / 68 met price target	28% upside $24	Outperform Maintained	27 Jan 2025