Recent 8-K filings for BFST

• April 27, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Business First Q1 net income $22.2M ($0.68 EPS); closes Progressive acquisition; declares $0.15 dividend

  Net income available to common shareholders of $22.2M ($0.68 diluted EPS); core net income $24.0M ($0.73 diluted EPS) (non-GAAP).

• January 23, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  BFST Q4 net income $21M ($0.71), FY net income $82.5M ($2.79); common dividend $0.15

  Q4 net income $21.0M ($0.71 diluted EPS); core EPS $0.79. FY net income $82.5M ($2.79) up 38% YoY.

• January 22, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Business First Bancshares Q4 net income $21M, FY2025 EPS $2.79; dividend $0.15

  Q4 GAAP net income $21.0M ($0.71 diluted EPS); core net income $23.5M ($0.79).

• January 5, 2026, 6:59 PM ET M&A materiality 0.60 neutral item 2.01item 5.02item 8.01item 9.01 ◈ M&A Transactions

  Business First Bancshares completes acquisition of Progressive Bancorp

  Closed Jan 1, 2026; Progressive shareholders received ~3.2M BFST shares (6.63x exchange ratio).

• October 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Business First Q3 net income $21.5M ($0.73 EPS); dividend raised to $0.15

  Net income available to common shareholders of $21.5M, or $0.73 diluted EPS; core net income $21.2M ($0.72).

• July 28, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  BFST Q2 net income $20.8M ($0.70/sh), up QoQ; common dividend $0.14

  Net income available to common $20.8M ($0.70 diluted EPS), up $1.6M and $0.05 from linked quarter.

• July 7, 2025, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 7.01item 9.01

  Business First Bancshares to acquire Progressive Bancorp in stock deal valued ~$82.6M

  BFST to issue ~3.05M shares for Progressive at fixed exchange ratio of 6.63 BFST shares per Progressive share.

• April 24, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Business First Bancshares Q1 2025 EPS $0.65, NIM expands 7 bps; NPL ratio rises to 0.69%

  Net income available to common shareholders $19.2M ($0.65 diluted EPS), up from $15.1M linked quarter.

• January 23, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Business First Q4 net income $15.1M, FY net income $59.7M; Oakwood acquisition adds scale

  Q4 net income available to common $15.1M ($0.51 diluted EPS); core net income $19.5M ($0.66 diluted EPS).

• October 24, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  BFST Q3 net income $16.5M ($0.65 EPS); closes Oakwood acquisition; declares $0.14 common dividend

  Q3 net income available to common shares: $16.5M, $0.65 diluted EPS; core EPS $0.68.

• October 3, 2024, 7:59 PM ET M&A materiality 0.70 neutral item 2.01item 5.02item 8.01item 9.01 ◈ executive_change

  BFST closes Oakwood Bancshares acquisition; issues ~3.9M shares; combined assets $7.6B

  Acquisition effective Oct. 1, 2024; each Oakwood share exchanged for 0.5112 BFST shares.

• September 4, 2024, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  BFST receives all regulatory approvals for Oakwood Bancshares merger; completion expected Oct 1

  Regulatory approvals obtained from Fed, FDIC, Louisiana OFI, Texas Banking Dept.

• July 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Business First Bancshares Q2 net income $15.9M, EPS $0.62; NIM expands to 3.45%

  Net income available to common $15.9M ($0.62 diluted); core EPS $0.64, up $0.14 QoQ.

• April 25, 2024, 7:59 PM ET M&A materiality 0.80 neutral item 1.01item 2.02item 7.01item 9.01 ◈ Earnings Releases◈ Material Agreements

  Business First Bancshares acquires Oakwood Bancshares in $85.7M stock deal; Q1 EPS $0.48

  All-stock merger valued at $85.7M; Oakwood shareholders receive 0.5112 BFST shares per Oakwood share.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.65 · Most common event earnings

10 positive 0 negative 15 neutral

source · BFST on sec.gov