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FNRN Stock Analysis 2026 - FIRST NORTHERN COMMUNITY BANCORP AI Rating

FNRN OTC Savings Institution, Federally Chartered CA CIK: 0001114927
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
BUY
72% Conf
Pending
Analysis scheduled

📊 FNRN Key Takeaways

Revenue: $82.3M
Net Margin: 25.7%
Free Cash Flow: $5.2M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.27
AI Rating: BUY with 72% confidence

Is FNRN a Good Investment? Thesis Analysis

Claude

First Northern Community Bancorp demonstrates solid fundamental strength with strong revenue growth (+22.0% YoY) and healthy profitability metrics including a 25.7% net margin. The bank maintains a fortress balance sheet with zero long-term debt, excellent liquidity position, and positive free cash flow generation, though modest ROA of 1.1% and moderate ROE of 10.0% suggest room for efficiency improvement.

Why Buy FNRN? Key Strengths

Claude
  • + Strong revenue growth of 22.0% YoY demonstrates expanding customer base and business momentum
  • + Fortress balance sheet with zero long-term debt and substantial cash reserves of $145.6M provides financial flexibility
  • + Healthy profitability with 25.7% net margin and 33.3% operating margin indicating efficient operations
  • + Positive free cash flow generation of $5.2M supports dividend capacity and future investments
  • + High interest coverage ratio of 8.6x demonstrates strong ability to service obligations

FNRN Investment Risks to Consider

Claude
  • ! Low ROA of 1.1% and ROE of 10.0% suggest asset utilization and profitability challenges typical of community banks
  • ! Modest operating cash flow of $6.9M relative to $1.9B total assets indicates limited cash generation efficiency
  • ! Net income growth of only 5.5% YoY significantly lags revenue growth of 22%, suggesting operational leverage deterioration or margin compression
  • ! OTC exchange listing indicates limited liquidity and analyst coverage compared to larger regional banks
  • ! Elevated insider activity with 11 Form 4 filings in 90 days warrants monitoring for potential concerns

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trend to assess profitability sustainability
  • * Loan loss provisions and non-performing loan ratios for credit quality assessment
  • * Deposit growth and funding cost trends to evaluate margin resilience
  • * Capital adequacy ratios to ensure regulatory compliance and lending capacity
  • * Operating efficiency ratio to track cost management relative to revenue

FNRN Financial Metrics

Revenue
$82.3M
Net Income
$21.1M
EPS (Diluted)
$1.27
Free Cash Flow
$5.2M
Total Assets
$1.9B
Cash Position
$145.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FNRN Profitability Ratios

Gross Margin N/A
Operating Margin 33.3%
Net Margin 25.7%
ROE 10.0%
ROA 1.1%
FCF Margin 6.3%

FNRN vs Default Sector

How FIRST NORTHERN COMMUNITY BANCORP compares to Default sector averages

Net Margin
FNRN 25.7%
vs
Sector Avg 12.0%
FNRN Sector
ROE
FNRN 10.0%
vs
Sector Avg 15.0%
FNRN Sector
Current Ratio
FNRN 0.0x
vs
Sector Avg 1.8x
FNRN Sector
Debt/Equity
FNRN 0.0x
vs
Sector Avg 0.7x
FNRN Sector

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

Is FNRN Overvalued or Undervalued?

Based on fundamental analysis, FIRST NORTHERN COMMUNITY BANCORP has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
10.0%
Sector avg: 15%
Net Profit Margin
25.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FNRN Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.9%
Interest Coverage
8.62x
Long-term Debt
$0.0

FNRN 5-Year Financial Trend & Growth Analysis

FNRN 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FIRST NORTHERN COMMUNITY BANCORP's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.19 reflects profitable operations.

FNRN 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
6.3%
Free cash flow / Revenue

FNRN Capital Allocation

Operating Cash Flow
$6.9M
Cash generated from operations
Stock Buybacks
$4.7M
Shares repurchased (TTM)
Capital Expenditures
$1.7M
Investment in assets
Dividends Paid
$7.5M
Returned to shareholders

FNRN SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FIRST NORTHERN COMMUNITY BANCORP (CIK: 0001114927)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 8-K form8_k.htm View →
Mar 13, 2026 10-K fnrn20251231_10k.htm View →
Feb 26, 2026 4 xslF345X05/form4.xml View →
Feb 19, 2026 4 xslF345X05/form4.xml View →
Feb 19, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FNRN

What is the AI rating for FNRN?

FIRST NORTHERN COMMUNITY BANCORP (FNRN) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FNRN's key strengths?

Claude: Strong revenue growth of 22.0% YoY demonstrates expanding customer base and business momentum. Fortress balance sheet with zero long-term debt and substantial cash reserves of $145.6M provides financial flexibility.

What are the risks of investing in FNRN?

Claude: Low ROA of 1.1% and ROE of 10.0% suggest asset utilization and profitability challenges typical of community banks. Modest operating cash flow of $6.9M relative to $1.9B total assets indicates limited cash generation efficiency.

What is FNRN's revenue and growth?

FIRST NORTHERN COMMUNITY BANCORP reported revenue of $82.3M.

Does FNRN pay dividends?

FIRST NORTHERN COMMUNITY BANCORP pays dividends, with $7.5M distributed to shareholders in the trailing twelve months.

Where can I find FNRN SEC filings?

Official SEC filings for FIRST NORTHERN COMMUNITY BANCORP (CIK: 0001114927) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FNRN's EPS?

FIRST NORTHERN COMMUNITY BANCORP has a diluted EPS of $1.27.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FNRN a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FIRST NORTHERN COMMUNITY BANCORP has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FNRN stock overvalued or undervalued?

Valuation metrics for FNRN: ROE of 10.0% (sector avg: 15%), net margin of 25.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FNRN stock in 2026?

Our dual AI analysis gives FIRST NORTHERN COMMUNITY BANCORP a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FNRN's free cash flow?

FIRST NORTHERN COMMUNITY BANCORP's operating cash flow is $6.9M, with capital expenditures of $1.7M. FCF margin is 6.3%.

How does FNRN compare to other Default stocks?

Vs Default sector averages: Net margin 25.7% (avg: 12%), ROE 10.0% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI