Business First Bancshares Posts 5.8% EPS Beat, Price Target Cut to $33

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Business First Bancshares reported first-quarter EPS of $0.73, beating consensus by 5.8% and rising from $0.65 year-over-year. Revenue grew 12.7% to $89.25 million but missed estimates by 0.65%, and the stock fell 4.42% after Stephens lowered its price target to $33, implying 22.2% upside.

1. Q1 Earnings Performance

Business First Bancshares delivered first-quarter EPS of $0.73, up from $0.65 a year ago and 5.8% above the consensus estimate, generating net income of $22.2 million.

2. Revenue Growth and Valuation

The bank recorded revenue of $89.25 million, a 12.7% increase year-over-year but 0.65% below forecast, with a P/E ratio of 8.95 and an earnings yield of 11.17%.

3. Acquisition of Progressive Bancorp

BFST completed its strategic acquisition of Progressive Bancorp, Inc., integrating its operations to expand its community banking footprint and client base.

4. Price Target Adjustment and Market Reaction

Stephens reduced its price target to $33 from $34, suggesting 22.18% upside. The stock reacted with a 4.42% drop, closing at $27.01 on the announcement day.

Sources

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