FIRST COMMUNITY BANKSHARES INC /VA/ (FCBC) Earnings History

FIRST COMMUNITY BANKSHARES INC /VA/ - Q4 2025 Earnings

Filed at: Jan 27, 2026, 4:43 PM EST|Read from source

EXECUTIVE SUMMARY

First Community Bankshares Inc. reported mixed results for Q4 2025, with adjusted net income showing an increase driven by improved net interest income and noninterest income. However, GAAP net income and overall returns on assets and equity declined year-over-year, impacted by merger expenses and special dividends.

POSITIVE HIGHLIGHTS

  • •

    Adjusted net income of $14.16 million increased by 8.56% from Q4 2024, driven by consistent asset yields and lower interest-bearing liabilities.

    positive
  • •

    Net interest margin improved by 17 basis points to 4.53% in Q4 2025 compared to Q4 2024, with net interest rate spread increasing by 26 basis points to 4.20%.

    positive
  • •

    Noninterest income increased by 10.57% year-over-year, primarily due to higher service charges on deposits and other service charges.

    positive
  • •

    Non-performing assets and non-performing loans to total loans continued their declining trend, indicating improved asset quality.

    positive

CONCERNS & RISKS

  • •

    GAAP net income decreased by 4.41% to $12.46 million in Q4 2025 compared to Q4 2024.

    negative
  • •

    Full-year GAAP net income decreased by 5.45% to $48.79 million in 2025 compared to 2024.

    negative
  • •

    Noninterest expense increased by 14.59% year-over-year, largely due to merger expenses ($2.12 million) and increases in salaries and benefits.

    attention
  • •

    Book value per share decreased by $1.43 to $27.30 in Q4 2025 from year-end 2024, primarily due to special dividends totaling $3.07 per common share.

    attention
  • •

    Share repurchases significantly decreased in 2025, with only 50,338 shares repurchased ($1.85 million) compared to 257,294 shares ($8.72 million) in 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
N/A
N/A
Annual (YTD)
$124.61B
N/A
Prior year: $126.47B
Net Income
Quarterly
$12.46B
-4.4%
Prior year: $13.04B
Annual (YTD)
$48.79B
N/A
Prior year: $51.60B
EPS (Diluted)
Quarterly
$0.68
-4.2%
Prior year: $0.71
Annual (YTD)
$2.65
N/A
Prior year: $2.80
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$0.68
-4.2%
Prior year: $0.71
Annual (YTD)
$2.66
N/A
Prior year: $2.81

MARGIN ANALYSIS

Net Margin
Current Quarter
10.0%
Prior Year
10.3%
YoY Change
-30 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Merger expense related to the acquisition of Hometown Bancshares, Inc.
+$2.125M
FY 2025
Merger expense related to the acquisition of Hometown Bancshares, Inc.
+$2.912M
FY 2024
Litigation expense
+$1.8M
FY 2024
Other non-recurring income and expense items
$0.825M
Q1 2025
Special cash dividend
Declared in Q4 2025, paid in Q1 2025
$1.00 per share
FY 2025
Special cash dividend
Includes $2.07 paid in Q1 2025 and $1.00 declared in Q4 2025
$3.07 per share
Total Impact
+$6.012M$4.07 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

The Company reported its unaudited results of operations and other financial information for the quarter ended December 31, 2025.

— FIRST COMMUNITY BANKSHARES INC /VA/, Q4 2025 2025 Earnings Call

The Company's capital management philosophy emphasizes maintaining a strong capital base to support growth and effectively serve customers.

— FIRST COMMUNITY BANKSHARES INC /VA/, Q4 2025 2025 Earnings Call

Consistent with this philosophy, the Company intends to return excess capital to shareholders through regular cash dividends and share repurchases after funding growth in core operations and other strategic uses.

— FIRST COMMUNITY BANKSHARES INC /VA/, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Allowance For Credit Losses To Total Loans
1.3
-7.6% YoY
Prior year: 1.4
%
Annualized Net Charge Offs To Average Loans
0.1
-41.7% YoY
Prior year: 0.2
%
Loan To Deposit Ratio
88.8
%
Nonperforming Assets To Total Assets
0.4
-30.2% YoY
Prior year: 0.6
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.