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FXNC Stock Analysis 2026 - FIRST NATIONAL CORP /VA/ AI Rating

FXNC Nasdaq State Commercial Banks VA CIK: 0000719402
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-09-30
HOLD
45% Conf
Pending
Analysis scheduled

📊 FXNC Key Takeaways

Revenue: $10.8M
Net Margin: 112.8%
Free Cash Flow: $14.0M
Current Ratio: N/A
Debt/Equity: 0.03x
EPS: $1.35
AI Rating: HOLD with 45% confidence

Is FXNC a Good Investment? Thesis Analysis

Claude

First National Corp exhibits strong operational efficiency with exceptional operating and net margins, positive free cash flow generation, and minimal leverage positioning. However, significant profitability decline (-27.6% net income YoY, -34.6% EPS) and weak absolute returns on assets (0.6% ROA) indicate concerning earnings deterioration that warrants caution despite solid balance sheet fundamentals.

Why Buy FXNC? Key Strengths

Claude
  • + Minimal debt burden with only 0.03x debt-to-equity ratio and $189.3M cash position provides financial flexibility
  • + Strong free cash flow generation of $14.0M with 129.4% FCF margin demonstrates cash generation capability
  • + Exceptional operating margins of 139.2% indicate operational efficiency in core banking activities
  • + Solid stockholders' equity of $181.2M with manageable long-term debt of only $6.1M

FXNC Investment Risks to Consider

Claude
  • ! Severe profitability deterioration with net income down 27.6% YoY and diluted EPS down 34.6%, signaling weakening earnings quality
  • ! Critically low ROA of 0.6% indicates poor asset utilization efficiency despite $2.0B in total assets
  • ! Low absolute ROE of 6.7% suggests mediocre returns to shareholders relative to equity capital
  • ! Marginal interest coverage ratio of 2.7x provides limited cushion for debt service obligations

Key Metrics to Watch

Claude
  • * Net income trend - critical to reverse negative YoY momentum
  • * Net interest margin and loan quality - drivers of banking profitability
  • * Asset quality metrics (NPL ratio, loan loss reserves) - indicators of credit risk
  • * Return on Assets trajectory - must improve from 0.6% baseline

FXNC Financial Metrics

Revenue
$10.8M
Net Income
$12.2M
EPS (Diluted)
$1.35
Free Cash Flow
$14.0M
Total Assets
$2.0B
Cash Position
$189.3M

💡 AI Analyst Insight

The 129.4% 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.

FXNC Profitability Ratios

Gross Margin N/A
Operating Margin 139.2%
Net Margin 112.8%
ROE 6.7%
ROA 0.6%
FCF Margin 129.4%

FXNC vs Finance Sector

How FIRST NATIONAL CORP /VA/ compares to Finance sector averages

Net Margin
FXNC 112.8%
vs
Sector Avg 25.0%
FXNC Sector
ROE
FXNC 6.7%
vs
Sector Avg 12.0%
FXNC Sector
Current Ratio
FXNC 0.0x
vs
Sector Avg 1.2x
FXNC Sector
Debt/Equity
FXNC 0.0x
vs
Sector Avg 2.0x
FXNC Sector

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

Is FXNC Overvalued or Undervalued?

Based on fundamental analysis, FIRST NATIONAL CORP /VA/ has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
6.7%
Sector avg: 12%
Net Profit Margin
112.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.03x
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.

FXNC Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.03x
Debt/Assets
91.1%
Interest Coverage
2.74x
Long-term Debt
$6.1M

FXNC 5-Year Financial Trend & Growth Analysis

FXNC 5-year financial data: Year 2020: Revenue $7.8M, Net Income $9.6M, EPS $1.92. Year 2021: Revenue $9.0M, Net Income $8.9M, EPS $1.82. Year 2022: Revenue $10.1M, Net Income $10.4M, EPS $1.86. Year 2023: Revenue $10.2M, Net Income $16.8M, EPS $2.68. Year 2024: Revenue $14.2M, Net Income $9.6M, EPS $1.53.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FIRST NATIONAL CORP /VA/'s revenue has grown significantly by 82% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.53 reflects profitable operations.

FXNC 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
129.4%
Free cash flow / Revenue

FXNC Quarterly Performance

Quarterly financial performance data for FIRST NATIONAL CORP /VA/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.7M $2.2M $0.36
Q2 2025 $2.5M $2.4M $0.39
Q1 2025 $2.5M $1.6M $0.18
Q3 2024 $2.9M $2.2M $0.36
Q2 2024 $2.5M $2.4M $0.39
Q1 2024 $2.4M $3.2M $0.51
Q3 2023 $2.6M $3.1M $0.50
Q2 2023 $2.5M $3.5M $0.56

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

FXNC Capital Allocation

Operating Cash Flow
$16.7M
Cash generated from operations
Stock Buybacks
$568.0K
Shares repurchased (TTM)
Capital Expenditures
$2.7M
Investment in assets
Dividends Paid
$4.0M
Returned to shareholders

FXNC SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FIRST NATIONAL CORP /VA/ (CIK: 0000719402)

📋 Recent SEC Filings

Date Form Document Action
Mar 4, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 17, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 17, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 17, 2026 4 xslF345X05/rdgdoc.xml View →
Feb 13, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about FXNC

What is the AI rating for FXNC?

FIRST NATIONAL CORP /VA/ (FXNC) has an AI rating of HOLD with 45% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FXNC's key strengths?

Claude: Minimal debt burden with only 0.03x debt-to-equity ratio and $189.3M cash position provides financial flexibility. Strong free cash flow generation of $14.0M with 129.4% FCF margin demonstrates cash generation capability.

What are the risks of investing in FXNC?

Claude: Severe profitability deterioration with net income down 27.6% YoY and diluted EPS down 34.6%, signaling weakening earnings quality. Critically low ROA of 0.6% indicates poor asset utilization efficiency despite $2.0B in total assets.

What is FXNC's revenue and growth?

FIRST NATIONAL CORP /VA/ reported revenue of $10.8M.

Does FXNC pay dividends?

FIRST NATIONAL CORP /VA/ pays dividends, with $4.0M distributed to shareholders in the trailing twelve months.

Where can I find FXNC SEC filings?

Official SEC filings for FIRST NATIONAL CORP /VA/ (CIK: 0000719402) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FXNC's EPS?

FIRST NATIONAL CORP /VA/ has a diluted EPS of $1.35.

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 FXNC a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FIRST NATIONAL CORP /VA/ has a HOLD rating with 45% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FXNC stock overvalued or undervalued?

Valuation metrics for FXNC: ROE of 6.7% (sector avg: 12%), net margin of 112.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy FXNC stock in 2026?

Our dual AI analysis gives FIRST NATIONAL CORP /VA/ a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FXNC's free cash flow?

FIRST NATIONAL CORP /VA/'s operating cash flow is $16.7M, with capital expenditures of $2.7M. FCF margin is 129.4%.

How does FXNC compare to other Finance stocks?

Vs Finance sector averages: Net margin 112.8% (avg: 25%), ROE 6.7% (avg: 12%), current ratio N/A (avg: 1.2).

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: 2025-09-30 | Powered by Claude AI