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BUSEP Stock Analysis - FIRST BUSEY CORP /NV/ AI Rating

BUSEP Nasdaq State Commercial Banks NV CIK: 0000314489
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 BUSEP Key Takeaways

Revenue: $719.6M
Net Margin: 18.8%
Free Cash Flow: $173.0M
Current Ratio: N/A
Debt/Equity: 0.05x
EPS: $1.47
AI Rating: HOLD with 62% confidence

Investment Thesis

First Busey Corp demonstrates solid profitability with a net margin of 18.8% and strong free cash flow generation of $173M, but faces headwinds from a 19.5% YoY revenue decline and deteriorating earnings quality evidenced by the 25.8% EPS decline despite positive net income growth. The bank's conservative leverage profile (0.05x debt/equity) and healthy operating cash flow provide financial stability, though weak interest coverage of 1.9x and declining per-share metrics warrant caution.

BUSEP Strengths

  • + Strong free cash flow of $173M with 24% FCF margin demonstrates cash generation capability
  • + Conservative leverage with 0.05x debt/equity ratio and low long-term debt of $113.8M
  • + Solid net profit margin of 18.8% and operating margin of 25.9% indicate pricing power
  • + Operating cash flow of $192.6M covers CapEx 9.8x showing sustainable operations

BUSEP Risks

  • ! Sharp 19.5% YoY revenue decline suggests deteriorating business conditions or competitive headwinds
  • ! EPS down 25.8% YoY despite net income growth indicates significant share dilution or unfavorable tax impacts
  • ! Weak interest coverage ratio of 1.9x leaves limited cushion for debt servicing if conditions worsen
  • ! Low ROA of 0.7% and ROE of 5.5% suggest inefficient asset utilization typical of stressed banks

Key Metrics to Watch

BUSEP Financial Metrics

Revenue
$719.6M
Net Income
$135.3M
EPS (Diluted)
$1.47
Free Cash Flow
$173.0M
Total Assets
$18.1B
Cash Position
$294.1M

💡 AI Analyst Insight

The 24.0% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

BUSEP Profitability Ratios

Gross Margin N/A
Operating Margin 25.9%
Net Margin 18.8%
ROE 5.5%
ROA 0.7%
FCF Margin 24.0%

BUSEP vs Finance Sector

How FIRST BUSEY CORP /NV/ compares to Finance sector averages

Net Margin
BUSEP 18.8%
vs
Sector Avg 25.0%
BUSEP Sector
ROE
BUSEP 5.5%
vs
Sector Avg 12.0%
BUSEP Sector
Current Ratio
BUSEP 0.0x
vs
Sector Avg 1.2x
BUSEP Sector
Debt/Equity
BUSEP 0.0x
vs
Sector Avg 2.0x
BUSEP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BUSEP Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.05x
Debt/Assets
86.4%
Interest Coverage
1.88x
Long-term Debt
$113.8M

BUSEP 5-Year Financial Trend

BUSEP 5-year financial data: Year 2024: Revenue $462.3M, Net Income $128.3M, EPS $2.29. Year 2025: Revenue $719.6M, Net Income $122.6M, EPS $2.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FIRST BUSEY CORP /NV/'s revenue has grown significantly by 56% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.18 reflects profitable operations.

BUSEP Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
24.0%
Free cash flow / Revenue

BUSEP Quarterly Performance

Quarterly financial performance data for FIRST BUSEY CORP /NV/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $118.5M $32.0M $0.55
Q2 2025 $116.2M $17.4M $0.22
Q1 2025 $110.8M $26.2M $-0.44

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BUSEP Capital Allocation

Operating Cash Flow
$192.6M
Cash generated from operations
Stock Buybacks
$69.9M
Shares repurchased (TTM)
Capital Expenditures
$19.6M
Investment in assets
Dividends Paid
$91.0M
Returned to shareholders

BUSEP SEC Filings

Access official SEC EDGAR filings for FIRST BUSEY CORP /NV/ (CIK: 0000314489)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 4 xslF345X05/wk-form4_1773779846.xml View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773173218.xml View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773173126.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772575360.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772575224.xml View →

Frequently Asked Questions about BUSEP

What is the AI rating for BUSEP?

FIRST BUSEY CORP /NV/ (BUSEP) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BUSEP's key strengths?

Strong free cash flow of $173M with 24% FCF margin demonstrates cash generation capability. Conservative leverage with 0.05x debt/equity ratio and low long-term debt of $113.8M.

What are the risks of investing in BUSEP?

Sharp 19.5% YoY revenue decline suggests deteriorating business conditions or competitive headwinds. EPS down 25.8% YoY despite net income growth indicates significant share dilution or unfavorable tax impacts.

What is BUSEP's revenue and growth?

FIRST BUSEY CORP /NV/ reported revenue of $719.6M.

Does BUSEP pay dividends?

FIRST BUSEY CORP /NV/ pays dividends, with $91.0M distributed to shareholders in the trailing twelve months.

Where can I find BUSEP SEC filings?

Official SEC filings for FIRST BUSEY CORP /NV/ (CIK: 0000314489) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BUSEP's EPS?

FIRST BUSEY CORP /NV/ has a diluted EPS of $1.47.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI