First Western Financial (MYFW)

• Market cap: $198M
• 1 day: -2.31%
• 5 days: -2.40%
• 1 month: -8.71%
• 3 months: 5.17%
• 6 months: -3.60%
• Year to date: 7.00%
• 1 year: 15.84%
• 5 years: 52.28%
• 10 years: 3.20%
• Sector: Financials
• Industry: Banks - Regional

About: First Western Financial Inc is a financial holding company that provides a fully integrated suite of wealth management services on its private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning, and investment management products and services. The company has two operating segments; The Wealth Management segment consists of operations relative to the Company's fully integrated wealth management products and services, and The Mortgage segment consists of operations relative to the Company's residential mortgage service offerings. The bank derives its majority revenue from the wealth management segment.

Employees: 321

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

6% more funds holding

Funds holding: 67 [Q4 2024] → 71 (+4) [Q1 2025]

1% less capital invested

Capital invested by funds: $115M [Q4 2024] → $114M (-$959K) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.05% less ownership

Funds ownership: 60.99% [Q4 2024] → 59.94% (-1.05%) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $23 11% upside
• Avg. target: $24 19% upside
• High target: $26 28% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Piper Sandler Matthew Clark	11% upside $23	Neutral Maintained	28 Apr 2025
Keefe, Bruyette & Woods Wood Lay	28% upside $26	Outperform Maintained	28 Apr 2025