FMBHNasdaqState Commercial BanksFiscal year ends December 31
FIRST MID BANCSHARES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$49.07−0.66 (-1.33%)
Close on Oct 19, 2026
- Market cap
- $1.31B
- P/E (TTM)
- 12.2
- Dividend yield
- 199.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.9%
15M of 27M shares
Institutional holders
169
16 new, 14 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
5 buys · 4 sales
Net sold $470.20K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 1,912,585 | 7.20% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FMBH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,375,794 | 8.93% | $114.25M | +307,643 | 0.00% |
| Ballentine Partners, LLC | 1,670,229 | 6.28% | $80.32M | −2,257 | 0.98% |
| Dimensional Fund Advisors LP | 1,167,770 | 4.39% | $56.16M | +66,675 | 0.01% |
| Vanguard Capital Management LLC | 1,072,533 | 4.03% | $51.58M | +139,770 | 0.00% |
| American Century Companies Inc | 751,124 | 2.82% | $36.12M | +94,876 | 0.02% |
| Geode Capital Management, LLC | 659,157 | 2.48% | $31.71M | +97,608 | 0.00% |
| State Street Corp | 584,436 | 2.20% | $28.11M | +59,320 | 0.00% |
| Wellington Management Group Llp | 503,186 | 1.89% | $24.20M | +60,733 | 0.00% |
| Boston Partners | 459,139 | 1.73% | $22.08M | −3,914 | 0.02% |
| GW&K Investment Management, LLC | 414,566 | 1.56% | $19.94K | −17,873 | 0.16% |
| Vanguard Portfolio Management LLC | 344,995 | 1.30% | $16.59M | +52,686 | 0.00% |
| Northern Trust Corp | 249,147 | 0.94% | $11.98M | +30,726 | 0.00% |
| Goldman Sachs Group Inc | 224,431 | 0.84% | $10.79M | +42,890 | 0.00% |
| Manufacturers Life Insurance Company, The | 205,999 | 0.77% | $9.91M | −765 | 0.01% |
| Charles Schwab Investment Management Inc | 202,760 | 0.76% | $9.75M | +24,294 | 0.00% |
| JPMorgan Chase & Co | 170,861 | 0.64% | $8.18M | −9,093 | 0.00% |
| Bridgeway Capital Management, LLC | 165,913 | 0.62% | $7.98M | +8,214 | 0.14% |
| rhino investment partners, Inc | 165,818 | 0.62% | $7.97M | +8,237 | 2.41% |
| Hotchkis & Wiley Capital Management LLC | 163,484 | 0.61% | $7.86M | +1,220 | 0.02% |
| Vanguard Fiduciary Trust Co | 159,983 | 0.60% | $7.69M | +19,902 | 0.00% |
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 | 169 | 15M | 55.9% | 16 / 68 | 43 / 14 | 1M | 0M |
| Q1 2026 | 171 | 14M | 52.3% | 25 / 59 | 48 / 10 | 4M | 1M |
| Q4 2025 | 157 | 12M | 43.6% | 18 / 70 | 41 / 11 | 1M | 1M |
| Q3 2025 | 151 | 11M | 43.0% | 14 / 58 | 42 / 13 | 1M | 0M |
| Q2 2025 | 151 | 11M | 41.9% | 19 / 52 | 48 / 17 | 1M | 0M |
| Q1 2025 | 150 | 11M | 41.1% | 21 / 48 | 45 / 8 | 1M | 1M |
| Q4 2024 | 138 | 11M | 40.0% | 15 / 54 | 36 / 8 | 1M | 0M |
| Q3 2024 | 134 | 10M | 39.4% | 26 / 42 | 33 / 5 | 3M | 1M |
| Q2 2024 | 115 | 10M | 38.2% | 13 / 45 | 29 / 9 | 1M | 0M |
| Q1 2024 | 112 | 10M | 37.5% | 12 / 36 | 29 / 14 | 1M | 2M |
| Q4 2023 | 114 | 12M | 43.4% | 18 / 45 | 27 / 8 | 3M | 1M |
| Q3 2023 | 104 | 9M | 34.1% | 10 / 42 | 25 / 6 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FMBH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 770,076 | 2.89% | $37.03M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 643,136 | 2.42% | $30.93M | 0.04% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 590,340 | 2.22% | $26.00M | 0.10% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 279,529 | 1.05% | $13.44M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 268,165 | 1.01% | $13.97M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 243,943 | 0.92% | $11.73M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 181,839 | 0.68% | $9.47M | 0.05% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 157,076 | 0.59% | $8.18M | 0.05% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 136,991 | 0.51% | $7.14M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 124,630 | 0.47% | $6.49M | 0.04% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 117,638 | 0.44% | $6.13M | 0.07% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 114,532 | 0.43% | $5.05M | 0.01% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 114,413 | 0.43% | $5.50M | 0.23% | Jun 30, 2026 |
| Boston Partners Small Cap Value Fund II | 114,050 | 0.43% | $5.02M | 0.62% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 111,906 | 0.42% | $4.93M | 0.03% | May 31, 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 |
|---|---|---|---|---|
| Joseph R. Dively | Chairman & CEO, Director | 176,093 | 0.66% | Feb 3, 2026 |
| Eric S. McRae | EVP, Chief Lending Officer | 50,380 | 0.19% | Jul 6, 2026 |
| Matthew K. Smith | CEO & President | 25,025 | 0.09% | Jul 6, 2026 |
| Regina P. Nelson | EVP, Chief Marketing Officer | 1,000 | 0.00% | May 11, 2026 |
| Clay M. Dean | CEO-First Mid Insurance Group | 16,586 | 0.06% | Apr 1, 2026 |
| Stas R. Wolak | EVP Chief Retail Banking Ofc. | 3,630 | 0.01% | Mar 31, 2026 |
| Bradley L. Beesley | EVP, CEO First Mid Wealth Mgmt | 22,269 | 0.08% | Feb 5, 2026 |
| Rhonda G. Gatons | EVP, Chief Human Resources Ofc | 13,196 | 0.05% | Feb 3, 2026 |
| Michael L. Taylor | Chief Operating Officer | 50,424 | 0.19% | Feb 3, 2026 |
| Amanda D. Lewis | EVP, Chief Operations Officer | 15,535 | 0.06% | Feb 3, 2026 |
| Jason M. Crowder | EVP, General Counsel | 23,476 | 0.09% | Feb 3, 2026 |
| Jordan D. Read | EVP, CFO & Chief Risk Officer | 11,670 | 0.04% | Feb 3, 2026 |
| Anya Y. Schuetz | SVP, Director of Project Mgmt | 3,650 | 0.01% | Feb 3, 2026 |
| Megan E. McElwee | EVP, Chief Credit Officer | 8,248 | 0.03% | Feb 3, 2026 |
| Jeremy R. Frieburg | SVP, Chief Information Officer | 4,557 | 0.02% | Feb 3, 2026 |
| Mary Westerhold | Director | 319,949 | 1.20% | Jul 6, 2026 |
| Robert S. Cook | Director | 57,076 | 0.21% | Jul 6, 2026 |
| James Edwin Zimmer | Director | 28,940 | 0.11% | Jul 6, 2026 |
| Paul Laurence Palmby | Director | 5,585 | 0.02% | Feb 3, 2026 |
| Alex J. Melvin | Director | 137,598 | 0.52% | Feb 3, 2026 |
| James Kyle McCurry | Director | 10,953 | 0.04% | Feb 3, 2026 |
| Zachary Horn | Director | 14,474 | 0.05% | Feb 3, 2026 |
| Holly B. Adams | Director | 433,065 | 1.63% | Feb 3, 2026 |
| Gisele A. Marcus | Director | 7,100 | 0.03% | Feb 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew K. Smith CEO & President | Jul 2, 2026 | Award | +66.23 | $48.79 | $3.23K | 2,213 |
| James Edwin Zimmer Director | Jul 2, 2026 | Award | +259.95 | $48.79 | $12.68K | 18,604 |
| Robert S. Cook Director | Jul 2, 2026 | Award | +270.24 | $48.79 | $13.19K | 7,135 |
| Eric S. McRae EVP, Chief Lending Officer | Jul 2, 2026 | Award | +87.06 | $48.79 | $4.25K | 8,442 |
| Mary Westerhold Director | Jul 2, 2026 | Award | +272.82 | $48.79 | $13.31K | 15,639 |
| Regina P. Nelson EVP, Chief Marketing Officer | May 8, 2026 | Award | +1,000 | $43.94 | $43.94K | 1,000 |
| Mary Westerhold Director | Apr 2, 2026 | Award | +323.31 | $41.15 | $13.30K | 15,279 |
| Robert S. Cook Director | Apr 2, 2026 | Award | +320.26 | $41.15 | $13.18K | 6,826 |
| Matthew K. Smith President | Apr 2, 2026 | Award | +65.08 | $41.15 | $2.68K | 2,135 |
| Eric S. McRae EVP, Chief Lending Officer | Apr 2, 2026 | Award | +86.26 | $41.15 | $3.55K | 8,307 |
| James Edwin Zimmer Director | Apr 2, 2026 | Award | +308.06 | $41.15 | $12.68K | 18,241 |
| Stas R. Wolak EVP Chief Retail Banking Ofc. | Feb 20, 2026 | Sale | −430 | $43.67 | $18.78K | 3,630 |
| James Edwin Zimmer Director | Feb 17, 2026 | Buy | +38 | $43.58 | $1.66K | 38 |
| James Edwin Zimmer Director | Feb 17, 2026 | Buy | +38 | $43.67 | $1.66K | 76 |
| James Edwin Zimmer Director | Feb 17, 2026 | Buy | +44 | $43.72 | $1.92K | 164 |
| James Edwin Zimmer Director | Feb 17, 2026 | Buy | +53 | $43.60 | $2.31K | 217 |
| James Edwin Zimmer Director | Feb 17, 2026 | Buy | +44 | $43.73 | $1.92K | 120 |
| Bradley L. Beesley EVP, CEO First Mid Wealth Mgmt | Feb 4, 2026 | Sale | −6,000 | $44.00 | $264.00K | 12,378 |
| Holly B. Adams Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 156,942 |
| Robert S. Cook Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 17,797 |
| James Kyle McCurry Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 6,258 |
| Mary Westerhold Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 3,675 |
| Alex J. Melvin Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 137,598 |
| Matthew K. Smith President | Feb 2, 2026 | Award | +4,950 | $43.58 | $215.72K | 22,508 |
| Joseph R. Dively Chairman & CEO, Director | Feb 2, 2026 | Award | +13,200 | $43.58 | $575.26K | 108,893 |
| James Edwin Zimmer Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 5,997 |
| Jason M. Crowder EVP, General Counsel | Feb 2, 2026 | Award | +2,420 | $43.58 | $105.46K | 12,783 |
| Bradley L. Beesley EVP, CEO First Mid Wealth Mgmt | Feb 2, 2026 | Award | +2,420 | $43.58 | $105.46K | 18,378 |
| Rhonda G. Gatons EVP, Chief Human Resources Ofc | Feb 2, 2026 | Award | +2,420 | $43.58 | $105.46K | 11,925 |
| Paul Laurence Palmby Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 5,585 |
| Clay M. Dean CEO-First Mid Insurance Group | Feb 2, 2026 | Award | +2,420 | $43.58 | $105.46K | 12,044 |
| Zachary Horn Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 6,725 |
| Gisele A. Marcus Director | Feb 2, 2026 | Award | +775 | $43.58 | $33.77K | 3,400 |
| Jordan D. Read EVP, CFO & Chief Risk Officer | Feb 2, 2026 | Award | +3,850 | $43.58 | $167.78K | 11,670 |
| Eric S. McRae EVP, Chief Lending Officer | Feb 2, 2026 | Award | +3,850 | $43.58 | $167.78K | 34,680 |
| Michael L. Taylor Chief Operating Officer | Feb 2, 2026 | Award | +3,850 | $43.58 | $167.78K | 35,028 |
| Megan E. McElwee EVP, Chief Credit Officer | Feb 2, 2026 | Award | +2,420 | $43.58 | $105.46K | 8,248 |
| Jeremy R. Frieburg SVP, Chief Information Officer | Feb 2, 2026 | Award | +2,315 | $43.58 | $100.89K | 4,557 |
| Anya Y. Schuetz SVP, Director of Project Mgmt | Feb 2, 2026 | Award | +1,185 | $43.58 | $51.64K | 3,650 |
| Amanda D. Lewis EVP, Chief Operations Officer | Feb 2, 2026 | Award | +2,920 | $43.58 | $127.25K | 12,385 |
| Stas R. Wolak EVP Chief Retail Banking Ofc. | Feb 2, 2026 | Award | +2,420 | $43.58 | $105.46K | 4,060 |
| Robert S. Cook Director | Jan 5, 2026 | Award | +341.34 | $39.55 | $13.50K | 6,466 |
| Mary Westerhold Director | Jan 5, 2026 | Award | +338.15 | $39.55 | $13.37K | 14,866 |
| James Kyle McCurry Director | Jan 5, 2026 | Award | +319.01 | $39.55 | $12.62K | 4,695 |
| Zachary Horn Director | Jan 5, 2026 | Award | +306.25 | $39.55 | $12.11K | 7,749 |
| James Edwin Zimmer Director | Jan 5, 2026 | Award | +322.2 | $39.55 | $12.74K | 17,825 |
| Eric S. McRae EVP, Chief Lending Officer | Jan 5, 2026 | Award | +104.74 | $39.55 | $4.14K | 8,172 |
| Clay M. Dean CEO-First Mid Insurance Group | Dec 24, 2025 | Sale | −3,696.23 | $40.58 | $149.99K | 278 |
| Clay M. Dean CEO-First Mid Insurance Group | Dec 18, 2025 | Sale | −1,098.7 | $42.69 | $46.90K | 9,624 |
| Stas R. Wolak EVP Chief Retail Banking Ofc. | Dec 15, 2025 | Tax withholding | −175 | $42.29 | $7.40K | 1,640 |
| Anya Y. Schuetz SVP, Director of Project Mgmt | Dec 15, 2025 | Tax withholding | −172 | $42.29 | $7.27K | 2,465 |
| Amanda D. Lewis EVP, Chief Operations Officer | Dec 15, 2025 | Tax withholding | −549 | $42.29 | $23.22K | 9,465 |
| Jordan D. Read EVP, CFO & Chief Risk Officer | Dec 15, 2025 | Tax withholding | −470 | $42.29 | $19.88K | 7,681 |
| Clay M. Dean CEO-First Mid Insurance Group | Dec 15, 2025 | Tax withholding | −549 | $42.29 | $23.22K | 10,722 |
| Megan E. McElwee EVP, Chief Credit Officer | Dec 15, 2025 | Tax withholding | −411 | $42.29 | $17.38K | 5,762 |
| Bradley L. Beesley EVP, CEO First Mid Wealth Mgmt | Dec 15, 2025 | Tax withholding | −549 | $42.29 | $23.22K | 15,877 |
| Joseph R. Dively Chairman & CEO, Director | Dec 15, 2025 | Tax withholding | −2,897 | $42.29 | $122.51K | 95,612 |
| Jason M. Crowder EVP, General Counsel | Dec 15, 2025 | Tax withholding | −411 | $42.29 | $17.38K | 10,164 |
| Matthew K. Smith President | Dec 15, 2025 | Tax withholding | −844 | $42.29 | $35.69K | 17,382 |
| Eric S. McRae EVP, Chief Lending Officer | Dec 15, 2025 | Tax withholding | −844 | $42.29 | $35.69K | 30,830 |
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 |
|---|---|---|---|---|---|
| Bradley L. Beesley Officer | Feb 10, 2026 | 6,000 | $264.00K | Feb 4, 2026 | Stock Grant |
| Todd J. James Former Director | Aug 21, 2024 | 10,525 | $377.80K | Aug 21, 2024 | Merger |
| Todd J. James Director | Nov 28, 2023 | 12,145 | $374.80K | Nov 28, 2023 | OPEN MARKET PURCHASE |