Insider Trading January 30, 2026

Business First Bancshares EVP Sells $103,026 in Stock; Company Posts Strong Q4 2025 Results

Donald Chad Carter disposed of 3,778 shares while the regional bank reports better-than-expected EPS and revenue and sees analyst upgrades

By Hana Yamamoto BFST
Business First Bancshares EVP Sells $103,026 in Stock; Company Posts Strong Q4 2025 Results
BFST

Donald Chad Carter, Executive Vice President of Correspondent Banking at Business First Bancshares, sold 3,778 shares on January 29, 2026 for a total of $103,026. The stock has since risen to $28.17 and the company reported fourth-quarter 2025 results that beat expectations, while analysts have raised forecasts and one firm lifted its price target.

Key Points

  • Donald Chad Carter sold 3,778 shares on Jan. 29, 2026 for $103,026 at $27.27-$27.28 per share - relevant to investor ownership and liquidity assessments in financials.
  • Business First Bancshares reported Q4 2025 EPS of $0.79 and revenue of $83.09 million, both above consensus estimates - a positive sign for the regional banking sector.
  • Analysts have raised earnings estimates and Stephens increased its price target to $35 from $34 and maintained an Overweight rating, citing fees, loan growth and balance sheet repricing trends.

Transaction details

On January 29, 2026, Donald Chad Carter, who serves as Executive Vice President of Correspondent Banking at Business First Bancshares, Inc. (NASDAQ: BFST), sold 3,778 shares of the company's common stock. The shares were executed between $27.27 and $27.28 per share, producing total proceeds of $103,026.

Share price and valuation context

Since the disposition, BFST has traded up to $28.17, moving closer to its 52-week high of $28.84. The shares currently trade at a price-to-earnings ratio of 10.06. Market capitalization for Business First Bancshares stands at $921.71 million.

Insider holdings after the sale

Following the transaction, Carter directly owns 13,863 shares of Business First Bancshares. That total includes 6,799 shares held within the company 401(k) plan and 1,156 unvested restricted shares. In addition to those direct holdings, he retains 6,636 Restricted Stock Units (RSUs).

Dividend and valuation signals

Business First Bancshares has paid dividends for nine consecutive years and currently yields 2.17%. Analysis indicates the stock is trading slightly below its Fair Value, and three analysts have recently revised earnings estimates upward, reflecting shifts in near-term expectations.

Recent operating results and analyst action

In its fourth-quarter 2025 report, Business First Bancshares delivered earnings per share of $0.79, surpassing the expected $0.71. Revenue for the quarter came in at $83.09 million versus a forecast of $81.41 million. Following those results, Stephens raised its price target on the stock to $35.00 from $34.00 and maintained an Overweight rating, citing excellent fees, strong loan growth, and favorable balance sheet repricing trends.


Context for investors

The insider sale, the company’s recent outperformance on EPS and revenue, and analyst adjustments together form the factual backdrop investors have to consider. The facts reported here are limited to the transaction, the company’s financial metrics and the stated analyst actions.

Risks

  • Valuation proximity to the 52-week high and current trading slightly below Fair Value could introduce price sensitivity for investors in regional bank equities.
  • Insider share reduction changes the composition of reported insider holdings and could affect perceptions of insider ownership levels within the financial sector.
  • Reliance on upward analyst revisions and a single firm’s price-target increase creates uncertainty about the sustainability of positive sentiment in the regional banking market.

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