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First Northern Community Bancorp (FNRN) Stock Fundamental Analysis & AI Rating 2026

FNRN Nasdaq Savings Institution, Federally Chartered CA CIK: 0001114927
Recently Updated • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
74% Confidence
AGREEMENT
HOLD
72% Conf
BUY
77% Conf

📊 FNRN Key Takeaways

Revenue: $21.0M
Net Margin: 28.2%
Free Cash Flow: $3.8M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.36
AI Rating: HOLD with 72% confidence
First Northern Community Bancorp (FNRN) receives a BUY rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $21.0M, net profit margin of 28.2%, and return on equity (ROE) of 2.8%, First Northern Community Bancorp demonstrates strong fundamentals in the Finance sector. Below is our complete FNRN stock analysis for 2026.

Is First Northern Community Bancorp (FNRN) a Good Investment?

Claude

FNRN demonstrates strong profitability with 28.2% net margins and robust 22% revenue growth, backed by an exceptionally clean balance sheet with zero debt and $139.6M cash. However, critically weak capital efficiency metrics—ROE of 2.8% and ROA of 0.3%—signal significant challenges in deploying assets productively despite operational profitability, requiring investigation into asset quality and capital structure effectiveness.

ChatGPT

First Northern Community Bancorp shows solid core fundamentals, with strong revenue growth, healthy profitability, and balance-sheet conservatism supported by zero long-term debt. Net income and EPS are still growing, while a 10.0% ROE and 1.1% ROA suggest competent capital deployment for a community banking model. The main limitation is that earnings growth trails revenue growth, which implies margin expansion may be moderating and future performance will depend on sustaining credit quality and deposit strength.

Why Buy First Northern Community Bancorp Stock? FNRN Key Strengths

Claude
  • + Exceptional balance sheet strength: zero long-term debt with strong $139.6M cash position
  • + Robust profitability: 36.3% operating margin and 28.2% net margin with 22% YoY revenue growth
  • + Consistent EPS growth of 6.7% YoY with positive free cash flow generation ($3.8M FCF)
ChatGPT
  • + Revenue grew 22.0% year over year, indicating strong top-line momentum
  • + Profitability is healthy with 33.3% operating margin, 25.7% net margin, 10.0% ROE, and 1.1% ROA
  • + Balance sheet appears conservative with $145.55M in cash and equivalents and no long-term debt

FNRN Stock Risks: First Northern Community Bancorp Investment Risks

Claude
  • ! Critically low ROE of 2.8% and ROA of 0.3% indicate severe capital efficiency problems despite high margins
  • ! Interest coverage ratio of 2.4x is concerning for a financial institution and suggests limited earnings cushion
  • ! Asset-liability mismatch or capital structure imbalance suggests equity base may be disproportionately large relative to earning capacity
ChatGPT
  • ! Net income growth of 5.5% lags revenue growth, suggesting incremental pressure on efficiency or funding costs
  • ! Operating cash flow is modest relative to net income, which weakens cash conversion quality on the reported figures
  • ! Bank-specific risk indicators such as credit losses, nonperforming assets, and deposit mix are not provided, limiting visibility into downside risk

Key Metrics to Watch

Claude
  • * Return on Equity trend—critical indicator of whether capital is being deployed more efficiently
  • * Interest coverage ratio improvement—essential safety metric for financial institutions
  • * Asset quality metrics and net loan losses—may explain depressed ROA despite margin strength
ChatGPT
  • * Net interest margin and funding cost trends
  • * Credit quality metrics including nonperforming assets and loan loss provisions

First Northern Community Bancorp (FNRN) Financial Metrics & Key Ratios

Revenue
$21.0M
Net Income
$5.9M
EPS (Diluted)
$0.36
Free Cash Flow
$3.8M
Total Assets
$1.9B
Cash Position
$139.6M

💡 AI Analyst Insight

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

FNRN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 36.3%
Net Margin 28.2%
ROE 2.8%
ROA 0.3%
FCF Margin 17.9%

FNRN vs Finance Sector: How First Northern Community Bancorp Compares

How First Northern Community Bancorp compares to Finance sector averages

Net Margin
FNRN 28.2%
vs
Sector Avg 25.0%
FNRN Sector
ROE
FNRN 2.8%
vs
Sector Avg 12.0%
FNRN Sector
Current Ratio
FNRN 0.0x
vs
Sector Avg 1.2x
FNRN Sector
Debt/Equity
FNRN 0.0x
vs
Sector Avg 2.0x
FNRN Sector

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

Is First Northern Community Bancorp Stock Overvalued? FNRN Valuation Analysis 2026

Based on fundamental analysis, First Northern Community Bancorp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
2.8%
Sector avg: 12%
Net Profit Margin
28.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

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.

First Northern Community Bancorp Balance Sheet: FNRN Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.9%
Interest Coverage
2.39x
Long-term Debt
$0.0

FNRN Revenue & Earnings Growth: 5-Year Financial Trend

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 Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
17.9%
Free cash flow / Revenue

First Northern Community Bancorp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$4.3M
Cash generated from operations
Stock Buybacks
$1.2M
Shares repurchased (TTM)
Capital Expenditures
$498.0K
Investment in assets
Dividends Paid
$7.5M
Returned to shareholders

FNRN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for First Northern Community Bancorp (CIK: 0001114927)

📋 Recent SEC Filings

Date Form Document Action
May 7, 2026 10-Q fnrn20260331_10q.htm View →
May 6, 2026 4 xslF345X06/form4.xml View →
Apr 30, 2026 8-K fnrn20260409_8k.htm View →
Apr 22, 2026 8-K form8_k.htm View →
Apr 9, 2026 DEF 14A fnrn20260402_def14a.htm View →

Frequently Asked Questions about FNRN

What is the AI rating for FNRN?

First Northern Community Bancorp (FNRN) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FNRN's key strengths?

Claude: Exceptional balance sheet strength: zero long-term debt with strong $139.6M cash position. Robust profitability: 36.3% operating margin and 28.2% net margin with 22% YoY revenue growth. ChatGPT: Revenue grew 22.0% year over year, indicating strong top-line momentum. Profitability is healthy with 33.3% operating margin, 25.7% net margin, 10.0% ROE, and 1.1% ROA.

What are the risks of investing in FNRN?

Claude: Critically low ROE of 2.8% and ROA of 0.3% indicate severe capital efficiency problems despite high margins. Interest coverage ratio of 2.4x is concerning for a financial institution and suggests limited earnings cushion. ChatGPT: Net income growth of 5.5% lags revenue growth, suggesting incremental pressure on efficiency or funding costs. Operating cash flow is modest relative to net income, which weakens cash conversion quality on the reported figures.

What is FNRN's revenue and growth?

First Northern Community Bancorp reported revenue of $21.0M.

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 $0.36.

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 May 2026, First Northern Community Bancorp has a BUY rating with 74% 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 2.8% (sector avg: 12%), net margin of 28.2% (sector avg: 25%). 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 $4.3M, with capital expenditures of $498.0K. FCF margin is 17.9%.

How does FNRN compare to other Finance stocks?

Vs Finance sector averages: Net margin 28.2% (avg: 25%), ROE 2.8% (avg: 12%), current ratio N/A (avg: 1.2).

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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: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI