First Western Financial (MYFW)

• Market cap: $204M
• 1 day: 0.38%
• 5 days: 15.39%
• 1 month: 10.20%
• 3 months: 10.31%
• 6 months: 16.09%
• Year to date: 10.89%
• 1 year: 17.45%
• 5 years: 26.02%
• 10 years: 6.95%
• 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 7% upside
• Avg. target: $23 10% upside
• High target: $24 14% upside

2 analyst ratings

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

Piper Sandler Matthew Clark 84% 1-year accuracy 16 / 19 met price target	7% upside $23	Neutral Maintained	27 Jan 2025
Keefe, Bruyette & Woods Wood Lay 72% 1-year accuracy 52 / 72 met price target	14% upside $24	Outperform Maintained	27 Jan 2025