Stocks/SFST

SFST

Southern First Bancshares, Inc.
Financial Services·Banks - Regional
$57.77
$546M market cap
Revenue
$91.4M
Free Cash Flow
$8.1M
Rev Growth
+0.0%
FCF Margin
8.9%
P/FCF
67.2x
EV/FCF
85.6x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Southern First Bancshares, Inc. operates as the bank holding company for Southern First Bank that provides various banking products and services to general public in South Carolina, North Carolina, and Georgia. It operates through three segments: Commercial and Retail Banking, Mortgage Banking, and Corporate Operations. The company accepts various deposit products that include checking accounts, commercial checking accounts, and savings accounts, as well as other time deposits, including daily m

2-Year Price History

$57.32+108.7%
$30$35$40$45$50$55$60volMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q133.812.512.59.910.810.5-0.3114.6264.98.310.1%0.5x--
Act2025-Q457.613.512.89.9-2.1-2.4-0.386.1264.98.110.3%0.5x--

Valuation & Metrics

Market Stats

Price$57.77
Market Cap$546M
Enterprise Value$697M
P/S Ratio6.0x
P/FCF67.2x
EV/FCF85.6x
FCF Margin (TTM)8.9%
FCF Yield1.5%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$91.4M
Net Income$19.7M
Free Cash Flow$8.1M

Revenue Growth (YoY)+0.0%
EBITDA Margin28.5%
Net Margin21.6%
FCF Margin8.9%
CapEx % of Revenue0.6%
SBC % of Revenue1.3%
ROIC10.1%
WC Change % Rev0.0%
Interest Coverage0.5x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.1M
Days to Cover1.0
Change (vs Prior)+1.5%
Need at least 2 settlement dates for chart

Employees

Headcount297
Revenue / Employee$307,808
Gross Profit / Employee$214,421

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
49.1%(+22.1% YoY)
133 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
19.7%(+7.8% YoY)
9 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.0% YoY)
4 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
T. Rowe Price Investment Management, Inc.$44.6M$42.20+$1.8M+$810K-1.3%$145.22B
FJ Capital Management LLC$44.0M$26.92+$0+$0-0.8%$888M
BlackRock, Inc.Passive$38.8M$34.08−$514K−$2.5M-0.2%$5.69T
ENDEAVOUR CAPITAL ADVISORS INC$33.1M$36.92+$1.2M+$1.0M-1.9%$441M
DIMENSIONAL FUND ADVISORS LPPassive$20.7M$36.40+$145K+$1.1M-0.4%$480.92B
VANGUARD CAPITAL MANAGEMENT LLCPassive$18.8M$54.50+$18.8M+$18.8M$4.04T
AMERIPRISE FINANCIAL INC$14.8M$34.22+$191K−$473K-0.1%$430.96B
Rhino Investment Partners, Inc$11.5M$39.58+$0+$0-0.4%$359M
GEODE CAPITAL MANAGEMENT, LLCPassive$9.8M$33.47+$83K+$189K+2.3%$1.61T
BANC FUNDS CO LLC$9.4M$36.75+$0−$7.0M-1.3%$537M
STATE STREET CORPPassive$9.2M$34.97+$162K+$360K-0.2%$2.89T
RENAISSANCE TECHNOLOGIES LLC$8.2M$42.37+$1.2M+$2.8M+1.2%$63.91B
AMERICAN CENTURY COMPANIES INC$8.1M$42.72+$1.3M+$2.6M+0.7%$193.48B
ACADIAN ASSET MANAGEMENT LLC$6.8M$46.07+$2.0M+$4.0M-0.5%$70.48B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6.3M$42.02+$2.6M+$6.3M-0.1%$31.89B
MORGAN STANLEY$4.6M$41.63+$1.7M+$1.7M-0.3%$1.65T
NORTHERN TRUST CORPPassive$3.9M$41.66+$235K−$406K-0.2%$755.34B
GOLDMAN SACHS GROUP INC$3.6M$38.11−$658K−$38K-0.2%$760.93B
GABELLI FUNDS LLC$3.4M$39.20+$107K+$1.4M-0.2%$14.68B
ZACKS INVESTMENT MANAGEMENT$3.4M$41.55+$246K+$3.4M-0.1%$12.46B
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)NEUTRAL
Holders
-0.62%
avg per quarter
Holders (ex-self)
-0.61%
excl. this stock
Buyers (this Q)
-0.34%
72 buyers · $0.06B in
Sellers (this Q)
-0.77%
40 sellers · $0.02B out
alpha coverage: 94% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.0%
how holders react when this stock falls
On quiet Qs
+9.1%
−10% to +10% baseline
On rallies (+10%+)
+10.9%
how they react when this stock rises
Holders' portfolio flow this Q
+2.4%
inflows — adds are organic
Sellers' portfolio flow this Q
+7.3%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-3.8%
Holder mid (any stock)
-4.4%
Holder rally (any stock)
-8.2%

Top Holders Over Time

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

0769K1.5M2.3M3.1M$25$32$40$47$552021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
T. Rowe Price Investment Management, Inc.818KFJ Capital Management LLC807KPRICE T ROWE ASSOCIATES INC /MD/5KENDEAVOUR CAPITAL ADVISORS INC607KMANUFACTURERS LIFE INSURANCE COMPANY, THEBANC FUNDS CO LLC172KWELLINGTON MANAGEMENT GROUP LLPAMERIPRISE FINANCIAL INC271KRhino Investment Partners, Inc210KEJF Capital LLC

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$64.001080.0%
Current Price$57.77
Analyst Ratings
1
6
Buy: 1Hold: 6Consensus: Hold

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)
$44K
4 txns · 3 insiders · 925 sh
Sells ($, 12mo)
$884K
7 txns · 6 insiders · 16,501 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-03-06BUYManer William IVdirector400$52.35$21K$188K
2026-02-26SELLKing Silvia Tofficer: Chief Human Resources Officer2,625$60.49$159K$240K
2025-12-15SELLSEAVER R ARTHUR JRdirector, officer: Chief Executive Officer10,000$55.14$551K$5.94M
2025-12-10SELLELLISON DAVID Gdirector1,000$53.28$53K$2.65M
2025-11-21SELLFairchild Julie Annofficer: Chief Accounting Officer1,258$50.00$63K$223K
2025-11-03BUYELLISON DAVID Gdirector200$43.50$9K$2.20M
2025-10-31BUYELLISON DAVID Gdirector100$44.00$4K$2.22M
2025-10-31BUYLocke Anna Tdirector225$44.05$10K$145K
2025-08-27SELLCUBBAGE LEIGHTON Mdirector35$45.12$2K$2.31M
2025-06-23SELLCUBBAGE LEIGHTON Mdirector1,083$35.72$39K$1.83M
2025-06-04SELLELLEFSON ANNE Sdirector500$35.01$18K$234K

Order Flow (FINRA, ~3w lag)

9.8%retail+1.4pp
28.4%dark+1.1pp
week of 2026-04-13
10%20%30%40%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

Southern First Bancshares, Inc.: Routine administrative update with minimal forensic footprint

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