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First Busey Corp. /N.V./ (BUSEP) Stock Fundamental Analysis & AI Rating 2026

BUSEP Nasdaq State Commercial Banks NV CIK: 0000314489
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 BUSEP Key Takeaways

Revenue: $719.6M
Net Margin: 18.8%
Free Cash Flow: $173.0M
Current Ratio: N/A
Debt/Equity: 0.05x
EPS: $1.47
AI Rating: HOLD with 62% confidence
First Busey Corp. /N.V./ (BUSEP) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $719.6M, net profit margin of 18.8%, and return on equity (ROE) of 5.5%, First Busey Corp. /N.V./ demonstrates mixed fundamentals in the Finance sector. Below is our complete BUSEP stock analysis for 2026.

Is First Busey Corp. /N.V./ (BUSEP) a Good Investment?

Claude

First Busey Corp demonstrates solid profitability with a net margin of 18.8% and strong free cash flow generation of $173M, but faces headwinds from a 19.5% YoY revenue decline and deteriorating earnings quality evidenced by the 25.8% EPS decline despite positive net income growth. The bank's conservative leverage profile (0.05x debt/equity) and healthy operating cash flow provide financial stability, though weak interest coverage of 1.9x and declining per-share metrics warrant caution.

ChatGPT

First Busey shows solid underlying profitability and healthy cash generation, with positive net income growth and low balance-sheet leverage supporting financial stability. However, the sharp revenue decline, weaker EPS trend, and modest ROE/ROA suggest earnings quality and operating momentum are not strong enough to justify a more bullish fundamental view. The company appears financially sound, but growth quality is mixed and profitability efficiency remains subdued.

Why Buy First Busey Corp. /N.V./ Stock? BUSEP Key Strengths

Claude
  • + Strong free cash flow of $173M with 24% FCF margin demonstrates cash generation capability
  • + Conservative leverage with 0.05x debt/equity ratio and low long-term debt of $113.8M
  • + Solid net profit margin of 18.8% and operating margin of 25.9% indicate pricing power
  • + Operating cash flow of $192.6M covers CapEx 9.8x showing sustainable operations
ChatGPT
  • + Positive net income growth despite lower revenue, indicating some resilience in expense control or balance-sheet mix
  • + Low debt-to-equity and manageable long-term debt support balance-sheet flexibility
  • + Strong free cash flow generation relative to revenue provides internal capital support

BUSEP Stock Risks: First Busey Corp. /N.V./ Investment Risks

Claude
  • ! Sharp 19.5% YoY revenue decline suggests deteriorating business conditions or competitive headwinds
  • ! EPS down 25.8% YoY despite net income growth indicates significant share dilution or unfavorable tax impacts
  • ! Weak interest coverage ratio of 1.9x leaves limited cushion for debt servicing if conditions worsen
  • ! Low ROA of 0.7% and ROE of 5.5% suggest inefficient asset utilization typical of stressed banks
ChatGPT
  • ! Revenue declined 19.5% year over year, signaling weaker top-line momentum
  • ! ROE of 5.5% and ROA of 0.7% are modest for a bank and imply limited capital efficiency
  • ! Interest coverage of 1.9x suggests thinner earnings buffer if funding costs or credit costs worsen

Key Metrics to Watch

Claude
  • * Revenue trajectory and net interest margin trends to confirm stabilization
  • * EPS growth reconciliation and share dilution rate going forward
  • * Interest coverage ratio and loan portfolio quality metrics
  • * Deposit growth and customer retention indicators
  • * Capital adequacy ratios and regulatory leverage metrics
ChatGPT
  • * Net interest margin and total revenue trend
  • * ROE/ROA improvement and credit quality metrics

First Busey Corp. /N.V./ (BUSEP) Financial Metrics & Key Ratios

Revenue
$719.6M
Net Income
$135.3M
EPS (Diluted)
$1.47
Free Cash Flow
$173.0M
Total Assets
$18.1B
Cash Position
$294.1M

💡 AI Analyst Insight

The 24.0% 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.

BUSEP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 25.9%
Net Margin 18.8%
ROE 5.5%
ROA 0.7%
FCF Margin 24.0%

BUSEP vs Finance Sector: How First Busey Corp. /N.V./ Compares

How First Busey Corp. /N.V./ compares to Finance sector averages

Net Margin
BUSEP 18.8%
vs
Sector Avg 25.0%
BUSEP Sector
ROE
BUSEP 5.5%
vs
Sector Avg 12.0%
BUSEP Sector
Current Ratio
BUSEP 0.0x
vs
Sector Avg 1.2x
BUSEP Sector
Debt/Equity
BUSEP 0.0x
vs
Sector Avg 2.0x
BUSEP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is First Busey Corp. /N.V./ Stock Overvalued? BUSEP Valuation Analysis 2026

Based on fundamental analysis, First Busey Corp. /N.V./ has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
5.5%
Sector avg: 12%
Net Profit Margin
18.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.05x
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 Busey Corp. /N.V./ Balance Sheet: BUSEP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.05x
Debt/Assets
86.4%
Interest Coverage
1.88x
Long-term Debt
$113.8M

BUSEP Revenue & Earnings Growth: 5-Year Financial Trend

BUSEP 5-year financial data: Year 2024: Revenue $462.3M, Net Income $128.3M, EPS $2.29. Year 2025: Revenue $719.6M, Net Income $122.6M, EPS $2.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: First Busey Corp. /N.V./'s revenue has grown significantly by 56% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.18 reflects profitable operations.

BUSEP 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
24.0%
Free cash flow / Revenue

BUSEP Quarterly Earnings & Performance

Quarterly financial performance data for First Busey Corp. /N.V./ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $118.5M $32.0M $0.55
Q2 2025 $116.2M $17.4M $0.22
Q1 2025 $110.8M $26.2M $-0.44

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

First Busey Corp. /N.V./ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$192.6M
Cash generated from operations
Stock Buybacks
$69.9M
Shares repurchased (TTM)
Capital Expenditures
$19.6M
Investment in assets
Dividends Paid
$91.0M
Returned to shareholders

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

Access official SEC EDGAR filings for First Busey Corp. /N.V./ (CIK: 0000314489)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 8-K buse-20260414.htm View →
Apr 9, 2026 DEF 14A buse-20260409.htm View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775248192.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775248101.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775248042.xml View →

Frequently Asked Questions about BUSEP

What is the AI rating for BUSEP?

First Busey Corp. /N.V./ (BUSEP) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BUSEP's key strengths?

Claude: Strong free cash flow of $173M with 24% FCF margin demonstrates cash generation capability. Conservative leverage with 0.05x debt/equity ratio and low long-term debt of $113.8M. ChatGPT: Positive net income growth despite lower revenue, indicating some resilience in expense control or balance-sheet mix. Low debt-to-equity and manageable long-term debt support balance-sheet flexibility.

What are the risks of investing in BUSEP?

Claude: Sharp 19.5% YoY revenue decline suggests deteriorating business conditions or competitive headwinds. EPS down 25.8% YoY despite net income growth indicates significant share dilution or unfavorable tax impacts. ChatGPT: Revenue declined 19.5% year over year, signaling weaker top-line momentum. ROE of 5.5% and ROA of 0.7% are modest for a bank and imply limited capital efficiency.

What is BUSEP's revenue and growth?

First Busey Corp. /N.V./ reported revenue of $719.6M.

Does BUSEP pay dividends?

First Busey Corp. /N.V./ pays dividends, with $91.0M distributed to shareholders in the trailing twelve months.

Where can I find BUSEP SEC filings?

Official SEC filings for First Busey Corp. /N.V./ (CIK: 0000314489) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BUSEP's EPS?

First Busey Corp. /N.V./ has a diluted EPS of $1.47.

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 BUSEP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, First Busey Corp. /N.V./ has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BUSEP stock overvalued or undervalued?

Valuation metrics for BUSEP: ROE of 5.5% (sector avg: 12%), net margin of 18.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy BUSEP stock in 2026?

Our dual AI analysis gives First Busey Corp. /N.V./ a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BUSEP's free cash flow?

First Busey Corp. /N.V./'s operating cash flow is $192.6M, with capital expenditures of $19.6M. FCF margin is 24.0%.

How does BUSEP compare to other Finance stocks?

Vs Finance sector averages: Net margin 18.8% (avg: 25%), ROE 5.5% (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: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI