FFINNasdaqState Commercial BanksFiscal year ends December 31
FIRST FINANCIAL BANKSHARES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$29.94−0.53 (-1.74%)
Close on Oct 19, 2026
- Market cap
- $4.30B
- P/E (TTM)
- 16.9
- Dividend yield
- 2.51%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.6%
94M of 143M shares
Institutional holders
354
51 new, 31 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
21 buys · 1 sales
Net bought $682.40K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 7,319,169 | 5.11% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 16,172,949 | 11.30% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FFIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,234,375 | 12.72% | $630.91M | +1,128,519 | 0.01% |
| Vanguard Portfolio Management LLC | 7,303,995 | 5.10% | $252.72M | +101,812 | 0.01% |
| State Street Corp | 6,756,261 | 4.71% | $235.19M | +235,036 | 0.01% |
| Vanguard Capital Management LLC | 5,577,552 | 3.89% | $192.98M | −3,788 | 0.00% |
| Neuberger Berman Group LLC | 4,484,205 | 3.13% | $155.15M | +639,156 | 0.10% |
| Geode Capital Management, LLC | 3,897,410 | 2.72% | $134.87M | +217,591 | 0.01% |
| Aqr Capital Management LLC | 3,397,018 | 2.37% | $117.33M | +1,232,154 | 0.04% |
| Kayne Anderson Rudnick Investment Management LLC | 3,016,254 | 2.10% | $104.36M | −232,145 | 0.32% |
| Dimensional Fund Advisors LP | 2,858,327 | 1.99% | $98.90M | +97,362 | 0.02% |
| Fuller & Thaler Asset Management, Inc. | 2,551,339 | 1.78% | $88.28M | +359,570 | 0.24% |
| Goldman Sachs Group Inc | 2,032,005 | 1.42% | $70.31M | +296,392 | 0.01% |
| Morgan Stanley | 2,018,844 | 1.41% | $69.85M | +100,825 | 0.00% |
| Charles Schwab Investment Management Inc | 1,757,759 | 1.23% | $60.82M | +31,098 | 0.01% |
| Northern Trust Corp | 1,706,747 | 1.19% | $59.05M | +65,281 | 0.01% |
| Norges Bank | 1,397,818 | 0.98% | $48.36M | New | 0.00% |
| Bank of New York Mellon Corp | 1,152,844 | 0.80% | $39.89M | −5,535 | 0.01% |
| Invesco Ltd. | 1,008,433 | 0.70% | $34.89M | −298,817 | 0.00% |
| Champlain Investment Partners, LLC | 976,430 | 0.68% | $33.78M | −196,745 | 0.87% |
| Excelsior Advisor Network LLC | 971,806 | 0.68% | $33.62M | +737,414 | 4.43% |
| Vanguard Fiduciary Trust Co | 895,727 | 0.62% | $30.99M | −13,361 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 354 | 94M | 65.6% | 51 / 149 | 91 / 31 | 10M | 4M |
| Q1 2026 | 339 | 88M | 61.2% | 46 / 139 | 102 / 40 | 21M | 9M |
| Q4 2025 | 339 | 89M | 62.3% | 48 / 110 | 132 / 46 | 11M | 7M |
| Q3 2025 | 344 | 85M | 59.4% | 39 / 138 | 103 / 32 | 5M | 5M |
| Q2 2025 | 340 | 86M | 59.8% | 36 / 137 | 111 / 32 | 5M | 21M |
| Q1 2025 | 339 | 102M | 71.1% | 46 / 127 | 112 / 27 | 6M | 3M |
| Q4 2024 | 323 | 101M | 70.2% | 46 / 110 | 108 / 19 | 4M | 4M |
| Q3 2024 | 299 | 101M | 70.4% | 38 / 89 | 111 / 34 | 21M | 8M |
| Q2 2024 | 297 | 104M | 72.7% | 47 / 104 | 91 / 20 | 8M | 12M |
| Q1 2024 | 275 | 109M | 75.8% | 26 / 100 | 95 / 28 | 11M | 4M |
| Q4 2023 | 278 | 102M | 71.0% | 45 / 103 | 81 / 37 | 26M | 3M |
| Q3 2023 | 272 | 79M | 55.0% | 41 / 87 | 107 / 24 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FFIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,465,529 | 3.12% | $154.51M | 0.12% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,865,919 | 2.70% | $133.76M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,453,049 | 2.41% | $119.48M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,795,097 | 1.95% | $96.71M | 0.05% | Jun 30, 2026 |
| Neuberger Genesis Fund | 2,475,901 | 1.73% | $80.91M | 1.10% | May 31, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,802,631 | 1.26% | $62.37M | 0.49% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,769,327 | 1.23% | $61.22M | 0.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,495,679 | 1.04% | $51.75M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,465,086 | 1.02% | $51.48M | 0.15% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,129,961 | 0.79% | $39.10M | 0.82% | Jun 30, 2026 |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 816,745 | 0.57% | $26.69M | 1.59% | May 31, 2026 |
| Invesco S&P MidCap Quality ETF | 741,766 | 0.52% | $26.07M | 0.48% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 737,806 | 0.51% | $25.93M | 0.02% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 691,419 | 0.48% | $22.60M | 0.13% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 683,673 | 0.48% | $23.66M | 0.16% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| F. Scott Dueser | Executive Chairman, Director | 1,151,384 | 0.80% | Aug 18, 2026 |
| T. Luke Longhofer | EVP - Chief Credit Officer | 43,148 | 0.03% | Sep 10, 2026 |
| Michelle S. Hickox | EVP/CFO | 22,770 | 0.02% | Aug 18, 2026 |
| J. Kyle McVey | EVP, CFO - Bank | 33,737 | 0.02% | Aug 18, 2026 |
| Brian D. Goodrich | EVP - General Counsel | 7,645 | 0.01% | Aug 18, 2026 |
| Lon A. Biebighauser | Trust Company President | 11,778 | 0.01% | Aug 18, 2026 |
| John James Ruzicka Jr | EVP, Chief Banking Ops Officer | 10,580 | 0.01% | Aug 18, 2026 |
| David William Bailey | President and CEO | 28,845 | 0.02% | Aug 18, 2026 |
| Randall Allen Roewe | EVP, Chief Risk Officer | 33,635 | 0.02% | Aug 18, 2026 |
| Timothy Michael Brown | EVP/Chief Information Officer | 1,814 | 0.00% | Aug 18, 2026 |
| Ronald David Butler II | EVP/CAO | 158,123 | 0.11% | Aug 18, 2026 |
| Kirk W. Thaxton | Trust Company CEO | 89,131 | 0.06% | Dec 16, 2024 |
| Michael B. Denny | Director | 119,191 | 0.08% | Aug 20, 2026 |
| Robert Clark Nickles Jr | Director | 114,175 | 0.08% | Jul 27, 2026 |
| Murray Hamilton Edwards | Director | 277,121 | 0.19% | Jun 15, 2026 |
| Lota S. Zoth | Director | 2,142 | 0.00% | May 5, 2026 |
| Ivan Tim Lancaster | Director | 41,799 | 0.03% | Apr 30, 2026 |
| David L. Copeland | Director | 288,901 | 0.20% | Apr 30, 2026 |
| Geoff Haney | Director | 35,788 | 0.02% | Apr 30, 2026 |
| Kade Matthews | Director | 1,290,619 | 0.90% | Apr 30, 2026 |
| Eli Jones | Director | 11,524 | 0.01% | Apr 30, 2026 |
| Vianei Lopez Braun | Director | 14,759 | 0.01% | Apr 30, 2026 |
| Sally Pope Davis | Director | 12,513 | 0.01% | Apr 30, 2026 |
| Blake Matthew Poutra | Director | 13,420 | 0.01% | Apr 30, 2026 |
| Johnny Trotter | Director | 1,024,444 | 0.71% | Mar 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| T. Luke Longhofer EVP - Chief Credit Officer | Sep 9, 2026 | Gift | −950 | – | – | 43,148 |
| T. Luke Longhofer EVP - Chief Credit Officer | Sep 8, 2026 | Option exercise | +800 | $29.70 | $23.76K | 44,098 |
| T. Luke Longhofer EVP - Chief Credit Officer | Sep 8, 2026 | Option exercise | +1,500 | $21.18 | $31.77K | 43,298 |
| Michael B. Denny Director | Aug 18, 2026 | Buy | +3,000 | $34.66 | $103.98K | 6,500 |
| Lon A. Biebighauser Trust Company President | Aug 17, 2026 | Gift | −570 | – | – | 11,778 |
| Ronald David Butler II EVP/CAO | Aug 17, 2026 | Sale | −15,000 | $34.95 | $524.25K | 152,223 |
| Ronald David Butler II EVP/CAO | Aug 17, 2026 | Option exercise | +5,000 | $21.18 | $105.90K | 157,223 |
| J. Kyle McVey EVP, CFO - Bank | Aug 16, 2026 | Tax withholding | −120 | $35.28 | $4.23K | 33,737 |
| John James Ruzicka Jr EVP, Chief Banking Ops Officer | Aug 16, 2026 | Returned to company | −526 | – | – | 10,580 |
| Ronald David Butler II EVP/CAO | Aug 16, 2026 | Returned to company | −1,354 | – | – | 167,223 |
| Randall Allen Roewe EVP, Chief Risk Officer | Aug 16, 2026 | Returned to company | −564 | – | – | 33,635 |
| David William Bailey President and CEO | Aug 16, 2026 | Returned to company | −639 | – | – | 28,845 |
| T. Luke Longhofer EVP - Chief Credit Officer | Aug 16, 2026 | Returned to company | −714 | – | – | 41,798 |
| Michelle S. Hickox EVP/CFO | Aug 16, 2026 | Returned to company | −1,354 | – | – | 8,170 |
| J. Kyle McVey EVP, CFO - Bank | Aug 14, 2026 | Option exercise | +4,000 | $21.18 | $84.72K | 33,857 |
| J. Kyle McVey EVP, CFO - Bank | Aug 14, 2026 | Tax withholding | −266 | $35.28 | $9.38K | 29,857 |
| J. Kyle McVey EVP, CFO - Bank | Aug 14, 2026 | Award | +2,438 | – | – | 30,123 |
| John James Ruzicka Jr EVP, Chief Banking Ops Officer | Aug 14, 2026 | Returned to company | −880 | – | – | 11,106 |
| Lon A. Biebighauser Trust Company President | Aug 14, 2026 | Award | +1,429 | – | – | 12,442 |
| Lon A. Biebighauser Trust Company President | Aug 14, 2026 | Tax withholding | −94 | $35.28 | $3.32K | 12,348 |
| Ronald David Butler II EVP/CAO | Aug 14, 2026 | Returned to company | −2,375 | – | – | 168,577 |
| Timothy Michael Brown EVP/Chief Information Officer | Aug 14, 2026 | Award | +1,814 | – | – | 1,814 |
| Randall Allen Roewe EVP, Chief Risk Officer | Aug 14, 2026 | Award | +1,984 | – | – | 35,299 |
| Randall Allen Roewe EVP, Chief Risk Officer | Aug 14, 2026 | Returned to company | −1,100 | – | – | 34,199 |
| David William Bailey President and CEO | Aug 14, 2026 | Returned to company | −1,825 | – | – | 29,484 |
| David William Bailey President and CEO | Aug 14, 2026 | Award | +7,937 | – | – | 31,309 |
| T. Luke Longhofer EVP - Chief Credit Officer | Aug 14, 2026 | Returned to company | −1,519 | – | – | 42,512 |
| T. Luke Longhofer EVP - Chief Credit Officer | Aug 14, 2026 | Award | +3,061 | – | – | 44,031 |
| F. Scott Dueser Executive Chairman, Director | Aug 14, 2026 | Award | +12,755 | – | – | 515,262 |
| F. Scott Dueser Executive Chairman, Director | Aug 14, 2026 | Returned to company | −8,875 | – | – | 506,387 |
| Brian D. Goodrich EVP - General Counsel | Aug 14, 2026 | Award | +1,814 | – | – | 7,645 |
| Brian D. Goodrich EVP - General Counsel | Aug 14, 2026 | Tax withholding | −111 | $35.28 | $3.92K | 7,534 |
| Brian D. Goodrich EVP - General Counsel | Aug 14, 2026 | Returned to company | −452 | – | – | 7,082 |
| Robert Clark Nickles Jr Director | Jul 24, 2026 | Buy | +700 | $34.89 | $24.42K | 98,324 |
| Murray Hamilton Edwards Director | Jun 11, 2026 | Buy | +1,000 | $33.18 | $33.18K | 44,634 |
| Lon A. Biebighauser Trust Company President | May 6, 2026 | Option exercise | +490 | $21.18 | $10.38K | 11,013 |
| David William Bailey President and CEO | May 6, 2026 | Option exercise | +2,500 | $21.18 | $52.95K | 23,372 |
| Robert Clark Nickles Jr Director | May 5, 2026 | Buy | +664 | $31.96 | $21.22K | 97,624 |
| Lota S. Zoth Director | Apr 28, 2026 | Award | +2,142 | – | – | 2,142 |
| Ivan Tim Lancaster Director | Apr 28, 2026 | Award | +2,142 | – | – | 41,799 |
| Sally Pope Davis Director | Apr 28, 2026 | Award | +2,142 | – | – | 12,513 |
| Blake Matthew Poutra Director | Apr 28, 2026 | Award | +2,142 | – | – | 13,420 |
| Eli Jones Director | Apr 28, 2026 | Award | +2,142 | – | – | 11,524 |
| Vianei Lopez Braun Director | Apr 28, 2026 | Award | +2,142 | – | – | 14,759 |
| Michael B. Denny Director | Apr 28, 2026 | Award | +2,142 | – | – | 110,850 |
| Robert Clark Nickles Jr Director | Apr 28, 2026 | Award | +2,142 | – | – | 15,851 |
| Murray Hamilton Edwards Director | Apr 28, 2026 | Award | +2,142 | – | – | 204,127 |
| Kade Matthews Director | Apr 28, 2026 | Award | +2,142 | – | – | 19,877 |
| David L. Copeland Director | Apr 28, 2026 | Award | +2,142 | – | – | 47,565 |
| Geoff Haney Director | Apr 28, 2026 | Award | +2,142 | – | – | 35,788 |
| John James Ruzicka Jr EVP, Chief Banking Ops Officer | Mar 13, 2026 | Returned to company | −2,370 | – | – | 11,986 |
| John James Ruzicka Jr EVP, Chief Banking Ops Officer | Mar 13, 2026 | Award | +2,370 | – | – | 14,356 |
| Randall Allen Roewe Chief Risk Officer | Mar 13, 2026 | Award | +2,539 | – | – | 35,854 |
| Randall Allen Roewe Chief Risk Officer | Mar 13, 2026 | Returned to company | −2,539 | – | – | 33,315 |
| T. Luke Longhofer EVP - Chief Credit Officer | Mar 13, 2026 | Award | +3,216 | – | – | 44,186 |
| T. Luke Longhofer EVP - Chief Credit Officer | Mar 13, 2026 | Returned to company | −3,216 | – | – | 40,970 |
| David William Bailey CEO and President | Mar 13, 2026 | Returned to company | −2,878 | – | – | 20,872 |
| David William Bailey CEO and President | Mar 13, 2026 | Award | +2,878 | – | – | 23,750 |
| Michelle S. Hickox EVP/CFO | Mar 13, 2026 | Award | +6,094 | – | – | 17,955 |
| Michelle S. Hickox EVP/CFO | Mar 13, 2026 | Returned to company | −6,094 | – | – | 11,861 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ronald David Butler II Officer | Aug 17, 2026 | 15,000 | $527.85K | Aug 17, 2026 | Stock Option Exercise |
| Kirk W. Thaxton Employee - Vice Chairman | Feb 3, 2025 | 20,000 | $745.20K | Feb 3, 2025 | Stock Option |
| F. Scott Dueser Officer, Director | Dec 12, 2024 | 36,000 | $1.48M | Dec 12, 2024 | Open Market Purchase |
| Michael B. Denny Director | Nov 6, 2024 | 7,000 | $293.93K | Nov 6, 2024 | Open Market Purchase |
| Kirk W. Thaxton Officer | Jul 31, 2024 | 16,224 | $623.49K | Jul 31, 2024 | Stock Option |