Credit and interest ratesnegative · 3 filings
“Interest on short-term borrowings increased 184 basis points primarily due to the increase in average balances in federal funds purchased and FHLB borrowings.”10-Q · Apr 23, 2026 ↗
1st Source Corporation
SRCE
Market read
1st Source Corporation's move is spreading beyond its market group.
No new filing conclusion is available. 21 of 27 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company+0.4% todayVolume comparison unavailable
Market group21 of 27 activeRegional Banks · active
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
Watch this read- At least 18 of 27 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- CBSH remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 9 of 27 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 21 of 27 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 18 of 27 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- CBSH remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods0
Price observations320
Usable filing statements87
Verified relationships0
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Credit and interest rates has repeated adverse evidence across 3 filings.
- Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
86.876m+28.1%12m+34.3%24m—
What management says matters
Persistent and emerging business drivers
Pricing and mixnegative · 3 filings
“The decline was the result of a reduction in the average equipment rental portfolio by 36.25% over the same period a year ago, due to changing customer preferences and competitive pricing pressures for new business.”10-Q · Apr 23, 2026 ↗
Supply chain and availabilitymixed · 3 filings
“The accumulated other comprehensive loss component of shareholders’ equity increased to $40.90 million at March 31, 2026, compared to $34.78 million at December 31, 2025, due to c hanges in market conditions on our available-for-sale investment portfolio.”10-Q · Apr 23, 2026 ↗
Demand and volumepositive · 2 filings
“40 Table of Contents Average interest-bearing deposits increased $268.21 million or 4.87% for the first nine months of 2025 over the same period in 2024, primarily due to increased interest-bearing demand, savings, and non-brokered time deposit balances.”10-Q · Oct 23, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Scenario scaffold
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
86.87+0.4% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:50 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 SRCE. 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 SRCE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SRCE
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 every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SRCE is currently a Early Follower in the organic co-movement group Regional Banks. 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.