Stocks/FNWB

FNWB

First Northwest Bancorp
Financial Services·Banks - Regional
$9.97
$95M market cap
Revenue
$45.7M
Free Cash Flow
$10.7M
Rev Growth
+0.0%
FCF Margin
23.5%
P/FCF
8.8x
EV/FCF
30.5x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

First Northwest Bancorp operates as a bank holding company for First Fed Bank that provides commercial and consumer banking services to individuals, businesses, and nonprofit organizations in western Washington, the United States. It accepts various deposit instruments, including checking, money market deposit, savings, and transaction accounts, as well as certificates of deposit. The company also originates one- to four-family mortgage loans, commercial and multi-family real estate loans, const

2-Year Price History

$9.60+0.0%
$8.0$9.0$10$11volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q127.3-0.3-0.30.00.90.4-0.5111.7344.48.9-0.2%-0.0x--
Act2025-Q418.40.50.50.410.310.3-0.090.7324.69.60.4%0.0x--

Valuation & Metrics

Market Stats

Price$9.97
Market Cap$95M
Enterprise Value$327M
P/S Ratio2.1x
P/FCF8.8x
EV/FCF30.5x
FCF Margin (TTM)23.5%
FCF Yield11.3%
Dividend Yield (TTM)2.8%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$45.7M
Net Income$0.4M
Free Cash Flow$10.7M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.4%
Net Margin0.8%
FCF Margin23.5%
CapEx % of Revenue1.0%
SBC % of Revenue1.2%
ROIC0.1%
WC Change % Rev-3.3%
Interest Coverage0.0x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.1M
Days to Cover1.4
Change (vs Prior)+26.4%
Need at least 2 settlement dates for chart

Employees

Headcount227
Revenue / Employee$201,419
Gross Profit / Employee$102,335

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
26.3%(-12.0% YoY)
32 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
8.0%(-3.1% YoY)
8 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.3% YoY)
2 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Fourthstone LLC$8.0M$11.91−$132K+$525K-1.7%$590M
FMR LLC$4.1M$12.39−$2.4M−$3.2M-0.0%$1.89T
RENAISSANCE TECHNOLOGIES LLC$2.9M$8.90+$375K+$563K+1.2%$63.91B
VANGUARD CAPITAL MANAGEMENT LLCPassive$2.9M$8.68+$2.9M+$2.9M$4.04T
Petiole USA ltd$2.2M$14.34−$42K−$42K-1.5%$143M
DIMENSIONAL FUND ADVISORS LPPassive$2.0M$13.09−$470K−$923K-0.4%$480.92B
KENNEDY CAPITAL MANAGEMENT LLC$1.1M$10.18−$1.1M−$1.7M-1.5%$4.72B
BlackRock, Inc.Passive$999K$10.35+$20K−$163K-0.2%$5.69T
GEODE CAPITAL MANAGEMENT, LLCPassive$697K$12.71−$59K−$72K+2.3%$1.61T
Pinnacle Holdings, LLC$693K$8.01−$44K+$693K-0.2%$288M
Huber Capital Management LLC$641K$8.18−$15K+$509K-0.3%$647M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$547K$10.22−$86K−$86K+0.1%$184.72B
HoldCo Asset Management, LP$519K$14.55+$0+$519K-0.8%$1.34B
Arcus Capital Partners, LLC$495K$9.00+$265K+$495K+0.3%$278M
BANK OF AMERICA CORP /DE/$428K$15.08+$0−$13K-0.1%$1.36T
MARSHALL WACE, LLP$420K$8.68+$420K+$420K+0.6%$92.71B
BRIDGEWAY CAPITAL MANAGEMENT, LLC$403K$12.30+$16K+$41K-2.3%$4.93B
VANGUARD FIDUCIARY TRUST COPassive$388K$8.68+$388K+$388K$395.83B
COLDSTREAM CAPITAL MANAGEMENT INC$308K$11.74+$0+$0-0.3%$8.12B
STATE STREET CORPPassive$287K$9.96+$0+$0-0.2%$2.89T
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-0.74%
avg per quarter
Holders (ex-self)
-0.68%
excl. this stock
Buyers (this Q)
+0.17%
14 buyers · $0.00B in
Sellers (this Q)
-0.65%
15 sellers · $0.01B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+7.8%
how holders react when this stock falls
On quiet Qs
-8.7%
−10% to +10% baseline
On rallies (+10%+)
+8.3%
how they react when this stock rises
Holders' portfolio flow this Q
+0.9%
inflows — adds are organic
Sellers' portfolio flow this Q
+0.1%
Sellers' overall flow ~ flat.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-10.4%
Holder mid (any stock)
-6.9%
Holder rally (any stock)
-3.0%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0942K1.9M2.8M3.8M$7.70$9.61$12$13$152021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
FMR LLC471KPrivate Capital Management, LLCFourthstone LLC924KRENAISSANCE TECHNOLOGIES LLC338KPacific Ridge Capital Partners, LLCHoldCo Asset Management, LP60KMANUFACTURERS LIFE INSURANCE COMPANY, THEPetiole USA ltd258KBrandywine Global Investment Management, LLCKENNEDY CAPITAL MANAGEMENT LLC128K

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$8.00-1980.0%
Current Price$9.97
Analyst Ratings
1
Buy: 1Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$94K
3 txns · 3 insiders · 10,270 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-02-06BUYQueyrouze Curtdirector, officer: President / CEO4,770$10.41$50K$570K
2025-07-28BUYHenderson Kyle Davidofficer: EVP, Chief Credit Officer3,000$7.74$23K$126K
2025-06-03BUYDEINES MATTHEWdirector, officer: President / CEO2,500$8.30$21K$973K

Order Flow (FINRA, ~3w lag)

43.9%retail+4.1pp
22.1%dark+8.6pp
week of 2026-04-13
0%20%40%60%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

FIRST NORTHWEST BANCORP: Administrative Metadata Void of Material Disclosures

Overall Risk
2/10
Fraud
1/10
Dilution
1/10
Insolvency
2/10
Earnings Overstated
1/10
Hidden Liabilities
1/10
Legal
1/10
Audit Warnings
1/10
Hidden Upside
1/10
Contextually Acceptable
10/10