SecBot SecBot
SC 13G ·Filed Oct 30, 2026

FMNB

FARMERS NATIONAL BANC CORP /OH/
NEUTRAL
Impact 3/10
Horizonimmediate Processed2d 8h ago SEC0002100119-26-001598
Passive investor 5%+ stake
Actionable Insight • Neutral

Monitor for any future 13G amendments from Vanguard Capital Management to track stake changes, and watch for any 13D conversion if the fund's intent shifts. The passive filing itself is routine and does not signal a change in company outlook.

DirectionNeutral
Confidencehigh
Horizonimmediate

Price Chart

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Executive Summary

Vanguard Capital Management LLC filed a Schedule 13G disclosing a 5% passive stake in Farmers National Banc Corp as of September 30, 2026, with 2,962,409 shares held. This is a new 13G filing by Vanguard Capital Management, distinct from the prior Vanguard Group Inc. 13G/A filed in March 2026, and follows the company's Q3 earnings report two days ago. The passive nature and moderate stake size suggest routine index-fund or managed-account positioning, not an activist intent.

Key Financial Metrics

Stake
5%
Stake Value
$45.9M
Investor
Vanguard Capital Management LLC
Investor Type
mutual fund

Key Facts

  • Vanguard Capital Management LLC filed a new Schedule 13G for Farmers National Banc Corp (FMNB) on October 30, 2026.
  • The filing reports beneficial ownership of 2,962,409 shares of common stock, representing 5% of shares outstanding as of September 30, 2026.
  • The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
  • This is a new 13G filing by Vanguard Capital Management, separate from the prior Vanguard Group Inc. 13G/A filed in March 2026.
  • The filing follows FMNB's Q3 2026 earnings report on October 28, which showed GAAP net income of $14.5M ($0.25 diluted EPS) and adjusted non-GAAP EPS of $0.47, above consensus of $0.41.

Financial Impact

Vanguard Capital Management holds 2,962,409 shares, a 5% stake. At the current market cap of $917M, the stake is valued at approximately $45.9M.

ownership percentage

Risk Factors

  • No activist intent is indicated, but a future conversion to 13D could signal a shift in strategy.
  • The filing does not disclose the exact date of reaching the 5% threshold, only the reporting date of September 30, 2026.

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks
Analyst Consensus
78% bullish (9 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G Filing (Primary)0002100119-26-001598
Document: 0002100119-26-001598-index.html0002100119-26-001598
Document: 0002100119-26-001598.txt0002100119-26-001598
7 reports for FMNB
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +8.07%Mar 3, 2026
Filters
Rows
Reports for FMNB, sortable and filterable
TypeNow
Oct 30, 2026
2d ago
SC 13G
NEUTRAL ★ 3/10
$15.87awaiting T+60awaiting T+60$15.64 (−1.45%)
Oct 28, 2026
4d ago
8-K
NEUTRAL ★ 5/10
$15.48awaiting T+60awaiting T+60$15.64 (+1.03%)
Sep 18, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$15.32awaiting T+60awaiting T+60$15.64 (+2.12%)
Jul 22, 2026
14w ago
8-K
BULLISH ★ 6/10
$15.00 $15.20▲ +1.33%▼ −1.93%$15.64 (+4.27%)
Apr 22, 2026
27w ago
8-K
BULLISH ★ 8/10
$13.92 $14.64▲ +5.17%▲ +0.39%$15.64 (+12.36%)
Apr 16, 2026
28w ago
8-K
NEUTRAL ★ 4/10
$14.17 $14.26▲ +0.64%▼ −5.51%$15.64 (+10.37%)
Mar 3, 2026
34w ago
Insider Cluster
BULLISH ★ 5/10
$13.13 $14.19▲ +8.07%▼ −2.24%$15.64 (+19.12%)
Showing 7 of 7

US Market Status

Market Closed · Opens Tue (13h 51m)

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Report published Oct 30, 2026