FBNC
FIRST BANCORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jan 30 to Feb 4 3 days of insider sells: $721.7K by 2 insiders, avg $59.44
- R Apr 22 First Bancorp reported strong first-quarter 2026 results with dilute…
- S May 20 1 insider sell $2.6M at $58.58
- R Jul 14 First Bancorp (FBNC) announced the acquisition of First Carolina Ban…
- B Sep 11 1 insider buy $14.8K at $64.23
- S Sep 28 to Sep 29 2 days of insider sells: $1.5M by 1 insider, avg $62.85
- A Oct 6 Raymond James downgrades
- E Oct 21 Earnings: FBNC Q3 2026 Earnings: EPS $1.24 (+2.9% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $14.8K at an average $64.23. 4 insiders sold $4.8M.
- InstitutionsMIXED
Q2 2026: 15 added (2 new), 11 trimmed or exited. Largest new: Loomis Sayles & L P $18.3M, Wellington Management Group $11.0M.
- AnalystsBULLISH
8 of 11 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate $1.183 → $1.212 over 90 days. 1 up, 0 down in 30 days.
- Short sellersSTEADY
Short interest +4.0% to 2.29M shares. 7.9 days to cover, ≈5.5% of shares.
- TrendRANGE
4% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| LOOMIS SAYLES & CO L P | NEW | $18.3M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | $11.0M |
| GOLDMAN SACHS GROUP INC | TRIM | $8.3M |
| Nuveen, LLC | TRIM | $6.1M |
| CITADEL ADVISORS LLC | DOUBLED | $5.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | $5.1M |
| RAYMOND JAMES FINANCIAL INC | ADD | $4.7M |
| PANAGORA ASSET MANAGEMENT INC | TRIM | $4.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analystsPrice is below the lowest target. Median implies +6%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | Piper Sandler MAINTAIN | Neutral |
| Oct 6, 2026 | Raymond James DOWNGRADE | Outperform |
| Aug 4, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Jul 29, 2026 | Piper Sandler MAINTAIN | Neutral |
| Jul 16, 2026 | Raymond James MAINTAIN | Strong Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 29, 2026 | MOORE RICHARD H Chief Executive Officer | SELL | $456.5K |
| Sep 28, 2026 | MOORE RICHARD H Chief Executive Officer | SELL | $1.0M |
| Sep 11, 2026 | Nevin Katharine Caldwell Director | BUY | $14.8K |
| Jun 29, 2026 | MOORE RICHARD H Chief Executive Officer | TAX W/H | $437.0K |
| Jun 29, 2026 | MOORE RICHARD H Chief Executive Officer | TAX W/H | $133.2K |
| Jun 29, 2026 | Bostian Elizabeth B Chief Financial Officer | TAX W/H | $119.9K |
| Jun 29, 2026 | CURRIE GREGORY A Chief Exec. Officer-First Bank | TAX W/H | $133.2K |
| Jun 23, 2026 | MOORE RICHARD H Chief Executive Officer | AWARD | $600.0K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.21 | $1.20–$1.22 | +2.1% | $132.4M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 2 bullish · 0 bearish · 6 neutral- NEUTRAL 8-KOct 21, 2026
First Bancorp (FBNC) reported Q3 2026 diluted EPS of $1.24, a 1.6% beat vs consensus of $1.22, and…
The quarter was solid but in-line with expectations — no guidance provided, so the stock will trade on NIM trajectory and deposit cost trends. Watch for the Carolina Bank deal closing (early 2027)…
- NEUTRAL EFFECTOct 13, 2026
First Bancorp's S-4 registration statement (File No. 333-299108) became effective on October 9…
The effective S-4 signals an upcoming business combination. Monitor for the definitive proxy/prospectus and merger agreement filing to assess deal terms, premium, and dilution.
- NEUTRAL S-4/AOct 7, 2026
First Bancorp (FBNC) filed Pre-Effective Amendment No. 1 to its S-4 registration statement, which…
Monitor First Carolina shareholder vote on November 17, 2026, and regulatory approval timeline from the Federal Reserve, NC Commissioner, and SCBFI. The stock consideration value will fluctuate with…
- NEUTRAL S-4Sep 24, 2026
First Bancorp (FBNC) filed a registration statement on Form S-4 with the SEC to register shares of…
Monitor First Carolina's special shareholder meeting and regulatory approval timeline. The deal is expected to close by June 30, 2027, with potential for modest EPS accretion in years 2-4 post-close…
All FBNC filing & press-release reports (8)
- 8-K reportOct 21, 2026
- EFFECT reportOct 13, 2026
- S-4/A reportOct 7, 2026
- S-4 reportSep 24, 2026
- 8-K reportSep 15, 2026
- 8-K reportJul 14, 2026
- 8-K reportJun 12, 2026
- 8-K reportApr 22, 2026