“41 Table of Contents The following tables present information regarding the dollar amount of changes in interest income and interest expense for the periods indicated for each major component of interest-earning assets and interest-bearing liabilities and dis…”10-Q · Jul 31, 2026 ↗
Business First Bancshares, Inc.
BFST
Market read
Business First Bancshares, Inc.'s move is spreading beyond its market group.
BFST accounts for 12.1% of the group's measured movement across 5.9 effective names. all 8 measured members are rising in raw terms, but 7 of 8 session-normalized paths align to the upside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
OCFC, BANR, AX moved materially before BFST. BFST crossed its material path threshold at 15:55 ET, 5 minutes after the first measured mover.
7 of 8 members in Banks and Insurers are active. 0 of 3 disclosed connections are confirming.
- At least 6 of 8 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- NBTB remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.
Research brief
The story so far
BFST accounts for 12.1% of the group's measured movement across 5.9 effective names. all 8 measured members are rising in raw terms, but 7 of 8 session-normalized paths align to the upside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 6 of 8 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- NBTB remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Net margin changed +205.3 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.05x in the latest annual period.
- Diluted shares increased 11.7% in the latest annual period.
- EV/sales is 205% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Oct 1, 2026
30.45Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“41 Table of Contents The following tables present information regarding the dollar amount of changes in interest income and interest expense for the periods indicated for each major component of interest-earning assets and interest-bearing liabilities and dis…”10-Q · Jul 31, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 84.0× · EV/sales 45.6×. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 2 Oct, 14:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BFST. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BFST. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BFST
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BFST is currently a Participant in the organic co-movement group Banks and Insurers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.