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First National Corp. /VA/ (FXNC) Stock Fundamental Analysis & AI Rating 2026

FXNC Nasdaq State Commercial Banks VA CIK: 0000719402
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
62% Confidence
AGREEMENT
SELL
45% Conf
HOLD
78% Conf

📊 FXNC Key Takeaways

Revenue: $14.3M
Net Margin: 123.9%
Free Cash Flow: $20.9M
Current Ratio: N/A
Debt/Equity: 0.03x
EPS: $1.96
AI Rating: SELL with 45% confidence
First National Corp. /VA/ (FXNC) receives a SELL rating with 62% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $14.3M, net profit margin of 123.9%, and return on equity (ROE) of 9.5%, First National Corp. /VA/ demonstrates mixed fundamentals in the Finance sector. Below is our complete FXNC stock analysis for 2026.

Is First National Corp. /VA/ (FXNC) a Good Investment?

Claude

First National Corp presents a fundamental operational crisis despite a fortress balance sheet. The 85.6% revenue collapse combined with profit margins exceeding 100% indicates reliance on non-operating gains rather than core banking operations, suggesting unsustainable profitability and severe business deterioration.

ChatGPT

FIRST NATIONAL CORP /VA/ shows solid core financial health with positive earnings, positive free cash flow, strong cash levels, and very low long-term debt relative to equity. However, the latest period reflects weakening profitability, with net income and diluted EPS declining materially year over year and returns on assets and equity remaining modest, which supports a neutral fundamental view rather than an outright bullish one.

Why Buy First National Corp. /VA/ Stock? FXNC Key Strengths

Claude
  • + Minimal leverage with 0.03x debt-to-equity ratio and only $6.1M long-term debt
  • + Strong liquidity with $160.9M cash equivalents representing 8.7% of total assets
  • + Positive free cash flow of $20.9M indicating some ability to generate cash despite operational headwinds
ChatGPT
  • + Strong balance sheet with $181.21M of equity, $189.32M of cash, and only $6.05M of long-term debt
  • + Positive operating cash flow and free cash flow indicate earnings are supported by cash generation
  • + Low debt-to-equity of 0.03x provides financial flexibility and reduces leverage risk

FXNC Stock Risks: First National Corp. /VA/ Investment Risks

Claude
  • ! Catastrophic 85.6% YoY revenue decline suggesting fundamental business model failure in core banking operations
  • ! Operating margin of 153.6% and net margin of 123.9% mathematically impossible for organic operations, indicating reliance on non-recurring gains or anomalous data
  • ! ROA of 0.9% and ROE of 9.5% are critically low for a $2B asset bank, reflecting severely depressed operational returns
  • ! Apparent financial engineering masking operational deterioration - profitability is not from core banking activities
ChatGPT
  • ! Net income fell 27.6% year over year and diluted EPS fell 34.6%, indicating earnings pressure
  • ! ROA of 0.6% and ROE of 6.7% suggest only moderate profitability for a bank
  • ! Interest coverage of 2.7x leaves less room if funding costs stay elevated or credit conditions weaken

Key Metrics to Watch

Claude
  • * Net interest margin trend and deposits base stability
  • * Nature and sustainability of non-operating income driving profitability
  • * Operating efficiency ratio and loan loss provisions
  • * Regulatory capital ratios and asset quality indicators
ChatGPT
  • * Net interest margin and net income trend
  • * Credit quality metrics including nonperforming assets and provision expense

First National Corp. /VA/ (FXNC) Financial Metrics & Key Ratios

Revenue
$14.3M
Net Income
$17.7M
EPS (Diluted)
$1.96
Free Cash Flow
$20.9M
Total Assets
$2.0B
Cash Position
$160.9M

💡 AI Analyst Insight

The 146.5% 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 Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 153.6%
Net Margin 123.9%
ROE 9.5%
ROA 0.9%
FCF Margin 146.5%

FXNC vs Finance Sector: How First National Corp. /VA/ Compares

How First National Corp. /VA/ compares to Finance sector averages

Net Margin
FXNC 123.9%
vs
Sector Avg 25.0%
FXNC Sector
ROE
FXNC 9.5%
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 First National Corp. /VA/ Stock Overvalued? FXNC Valuation Analysis 2026

Based on fundamental analysis, First National Corp. /VA/ appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
9.5%
Sector avg: 12%
Net Profit Margin
123.9%
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.

First National Corp. /VA/ Balance Sheet: FXNC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.03x
Debt/Assets
90.9%
Interest Coverage
4.00x
Long-term Debt
$6.1M

FXNC Revenue & Earnings Growth: 5-Year Financial Trend

FXNC 5-year financial data: 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. Year 2025: Revenue $14.3M, Net Income $7.0M, EPS $1.00.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: First National Corp. /VA/'s revenue has grown significantly by 58% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.00 reflects profitable operations.

FXNC 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
146.5%
Free cash flow / Revenue

FXNC Quarterly Earnings & 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.

First National Corp. /VA/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$25.1M
Cash generated from operations
Stock Buybacks
$568.0K
Shares repurchased (TTM)
Capital Expenditures
$4.2M
Investment in assets
Dividends Paid
$5.5M
Returned to shareholders

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

Access official SEC EDGAR filings for First National Corp. /VA/ (CIK: 0000719402)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 4 xslF345X06/rdgdoc.xml View →
Apr 30, 2026 8-K fxnc20260324_8k.htm View →
Apr 2, 2026 DEF 14A fxnc20260318_def14a.htm View →
Mar 25, 2026 10-K fxnc20251231_10k.htm View →
Mar 4, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about FXNC

What is the AI rating for FXNC?

First National Corp. /VA/ (FXNC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 62% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FXNC's key strengths?

Claude: Minimal leverage with 0.03x debt-to-equity ratio and only $6.1M long-term debt. Strong liquidity with $160.9M cash equivalents representing 8.7% of total assets. ChatGPT: Strong balance sheet with $181.21M of equity, $189.32M of cash, and only $6.05M of long-term debt. Positive operating cash flow and free cash flow indicate earnings are supported by cash generation.

What are the risks of investing in FXNC?

Claude: Catastrophic 85.6% YoY revenue decline suggesting fundamental business model failure in core banking operations. Operating margin of 153.6% and net margin of 123.9% mathematically impossible for organic operations, indicating reliance on non-recurring gains or anomalous data. ChatGPT: Net income fell 27.6% year over year and diluted EPS fell 34.6%, indicating earnings pressure. ROA of 0.6% and ROE of 6.7% suggest only moderate profitability for a bank.

What is FXNC's revenue and growth?

First National Corp. /VA/ reported revenue of $14.3M.

Does FXNC pay dividends?

First National Corp. /VA/ pays dividends, with $5.5M 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 $1.96.

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 May 2026, First National Corp. /VA/ has a SELL rating with 62% 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 9.5% (sector avg: 12%), net margin of 123.9% (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 SELL 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 $25.1M, with capital expenditures of $4.2M. FCF margin is 146.5%.

How does FXNC compare to other Finance stocks?

Vs Finance sector averages: Net margin 123.9% (avg: 25%), ROE 9.5% (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 6, 2026 | Data as of: 2025-12-31 | Powered by Claude AI