BFC

Bank First Corp

Nasdaq· National Commercial Banks· Inc. WI· CIK 0001746109 Traditional Finance

$148.74 +1.40 (+0.95%)

Oct 26 4:00 PM ET · prev $147.34

Market cap

$1.6B

Small cap

Median target

$163.00

+10% · range $161.00–165.00

1 year

+13.7%

from $130.87 · Oct 27

30 days

−1.5%

from $151.06

52-week range

$119.08–158.42

−6% from high · low Nov 20

Avg volume 20D

67.9K

shares / day

Short interest

🔒 Subscribers only

Insider net

−$2.4M

3 buyers · 2 sellers · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read BEARISH 5 reports · 90 days

Balance 1 bearish · 1 bullish · 1 mixed · 2 neutral oldest → newest, height = score

Avg score

·High conf. 2/5

Strongest BEARISH Bank First reported Q3 2026 GAAP EPS of $2.15 and adjusted EPS (non-GAAP) of $2.35, missing the consensus…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

B Jan 27 1 insider buy $21.2K at $141.06
S Feb 6 to Feb 11 2 days of insider sells: $2.4M by 1 insider, avg $148.49
B Apr 21 to Apr 22 2 days of insider buys: $94.0K by 2 insiders, avg $139.32
R May 19 Bank First Corp (BFC) announced a definitive merger agreement to acq…
B Aug 17 1 insider buy $160.7K at $156.97
S Sep 11 1 insider sell $287.5K at $155.57
R Oct 20 Bank First reported Q3 2026 GAAP EPS of $2.15 and adjusted EPS (non-…
E Oct 20 Earnings: BFC Q3 2026 Earnings: EPS $2.35 (-11.5% vs est)

Signal stack

Where each data set points today.

InsidersBEARISH

3 insiders bought $275.9K at an average $149.24. 2 insiders sold $2.7M.
InstitutionsBULLISH

Q2 2026: 15 added (0 new), 8 trimmed or exited.
EstimatesFLAT

Current-quarter EPS estimate $2.660 → $2.640 over 90 days.
TrendDOWNTREND

1% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

Fund	Move	Shares	Value
STATE STREET CORP	ADD	437,337	$65.1M
MARSHALL WACE, LLP	DOUBLED	47,893	$7.1M
Quantinno Capital Management LP	ADD	21,703	$3.2M
RENAISSANCE TECHNOLOGIES LLC	TRIM	20,100	$3.0M
BNP PARIBAS FINANCIAL MARKETS	ADD	19,837	$2.9M
UBS Group AG	TRIM	12,905	$1.9M
Fisher Asset Management, LLC	ADD	12,456	$1.8M
CITIGROUP INC	ADD	11,634	$1.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

last action Jul 2026

12-month targets · 2 analysts

$148.74 $161.00 $163.00 $165.00

Price is below the lowest target. Median implies +10%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Jul 23, 2026	Piper Sandler MAINTAIN	MAINTAIN	Neutral

Insider ledger

Form 4

$275.9K

bought · 3 insiders

$2.7M

sold · 2 insiders

−0.3%

vs their $149.24 cost

Date	Insider	Type	Value
Sep 11, 2026	Van Sistine Peter J. Director	SELL	$287.5K
Aug 17, 2026	Pearson Tracy C Director	BUY	$160.7K
Jun 30, 2026	Eldred Steven M Director	GIFT	$149.0K
Apr 22, 2026	Sprang Todd A. Director	BUY	$62.5K
Apr 21, 2026	Stayer-Suprick Michael S Director	BUY	$31.5K
Apr 9, 2026	LeMahieu Kevin M. Chief Financial Officer	GIFT	$254.6K
Mar 6, 2026	Van Sistine Peter J. Director	AWARD	$55.0K
Mar 6, 2026	Davis Erin A Director	AWARD	$55.0K

Earnings setup

Estimates

$2.64

EPS estimate, this quarter

−1%

estimate change, 90 days

Current-quarter EPS estimate

$2.660

90d

$2.660

60d

$2.660

30d

$2.660

$2.640

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	$2.64	$2.64–$2.64	-0.8%	$71.1M
Next Q	$2.87	$2.87–$2.87	+1.1%	$83.6M
Current FY	$9.64	$9.64–$9.64	-3.0%	$265.0M
Next FY	$12.06	$12.06–$12.06	+1.1%	$344.4M