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First Northern Community Bancorp (FNRN) Stock Fundamental Analysis & AI Rating 2026

FNRN OTC Savings Institution, Federally Chartered CA CIK: 0001114927
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
74% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
77% Conf

📊 FNRN Key Takeaways

Revenue: $82.3M
Net Margin: 25.7%
Free Cash Flow: $5.2M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.27
AI Rating: BUY with 72% confidence
First Northern Community Bancorp (FNRN) receives a BUY rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $82.3M, net profit margin of 25.7%, and return on equity (ROE) of 10.0%, First Northern Community Bancorp demonstrates strong fundamentals in the Finance sector. Below is our complete FNRN stock analysis for 2026.

Is First Northern Community Bancorp (FNRN) a Good Investment?

Claude

First Northern Community Bancorp demonstrates solid fundamental strength with strong revenue growth (+22.0% YoY) and healthy profitability metrics including a 25.7% net margin. The bank maintains a fortress balance sheet with zero long-term debt, excellent liquidity position, and positive free cash flow generation, though modest ROA of 1.1% and moderate ROE of 10.0% suggest room for efficiency improvement.

ChatGPT

First Northern Community Bancorp shows solid core fundamentals, with strong revenue growth, healthy profitability, and balance-sheet conservatism supported by zero long-term debt. Net income and EPS are still growing, while a 10.0% ROE and 1.1% ROA suggest competent capital deployment for a community banking model. The main limitation is that earnings growth trails revenue growth, which implies margin expansion may be moderating and future performance will depend on sustaining credit quality and deposit strength.

Why Buy First Northern Community Bancorp Stock? FNRN Key Strengths

Claude
  • + Strong revenue growth of 22.0% YoY demonstrates expanding customer base and business momentum
  • + Fortress balance sheet with zero long-term debt and substantial cash reserves of $145.6M provides financial flexibility
  • + Healthy profitability with 25.7% net margin and 33.3% operating margin indicating efficient operations
  • + Positive free cash flow generation of $5.2M supports dividend capacity and future investments
  • + High interest coverage ratio of 8.6x demonstrates strong ability to service obligations
ChatGPT
  • + Revenue grew 22.0% year over year, indicating strong top-line momentum
  • + Profitability is healthy with 33.3% operating margin, 25.7% net margin, 10.0% ROE, and 1.1% ROA
  • + Balance sheet appears conservative with $145.55M in cash and equivalents and no long-term debt

FNRN Stock Risks: First Northern Community Bancorp Investment Risks

Claude
  • ! Low ROA of 1.1% and ROE of 10.0% suggest asset utilization and profitability challenges typical of community banks
  • ! Modest operating cash flow of $6.9M relative to $1.9B total assets indicates limited cash generation efficiency
  • ! Net income growth of only 5.5% YoY significantly lags revenue growth of 22%, suggesting operational leverage deterioration or margin compression
  • ! OTC exchange listing indicates limited liquidity and analyst coverage compared to larger regional banks
  • ! Elevated insider activity with 11 Form 4 filings in 90 days warrants monitoring for potential concerns
ChatGPT
  • ! Net income growth of 5.5% lags revenue growth, suggesting incremental pressure on efficiency or funding costs
  • ! Operating cash flow is modest relative to net income, which weakens cash conversion quality on the reported figures
  • ! Bank-specific risk indicators such as credit losses, nonperforming assets, and deposit mix are not provided, limiting visibility into downside risk

Key Metrics to Watch

Claude
  • * Net interest margin (NIM) trend to assess profitability sustainability
  • * Loan loss provisions and non-performing loan ratios for credit quality assessment
  • * Deposit growth and funding cost trends to evaluate margin resilience
  • * Capital adequacy ratios to ensure regulatory compliance and lending capacity
  • * Operating efficiency ratio to track cost management relative to revenue
ChatGPT
  • * Net interest margin and funding cost trends
  • * Credit quality metrics including nonperforming assets and loan loss provisions

First Northern Community Bancorp (FNRN) Financial Metrics & Key Ratios

Revenue
$82.3M
Net Income
$21.1M
EPS (Diluted)
$1.27
Free Cash Flow
$5.2M
Total Assets
$1.9B
Cash Position
$145.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FNRN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 33.3%
Net Margin 25.7%
ROE 10.0%
ROA 1.1%
FCF Margin 6.3%

FNRN vs Finance Sector: How First Northern Community Bancorp Compares

How First Northern Community Bancorp compares to Finance sector averages

Net Margin
FNRN 25.7%
vs
Sector Avg 25.0%
FNRN Sector
ROE
FNRN 10.0%
vs
Sector Avg 12.0%
FNRN Sector
Current Ratio
FNRN 0.0x
vs
Sector Avg 1.2x
FNRN Sector
Debt/Equity
FNRN 0.0x
vs
Sector Avg 2.0x
FNRN Sector

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

Is First Northern Community Bancorp Stock Overvalued? FNRN Valuation Analysis 2026

Based on fundamental analysis, First Northern Community Bancorp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
10.0%
Sector avg: 12%
Net Profit Margin
25.7%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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 Northern Community Bancorp Balance Sheet: FNRN Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.9%
Interest Coverage
8.62x
Long-term Debt
$0.0

FNRN Revenue & Earnings Growth: 5-Year Financial Trend

FNRN 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: First Northern Community Bancorp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.19 reflects profitable operations.

FNRN 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
6.3%
Free cash flow / Revenue

First Northern Community Bancorp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$6.9M
Cash generated from operations
Stock Buybacks
$4.7M
Shares repurchased (TTM)
Capital Expenditures
$1.7M
Investment in assets
Dividends Paid
$7.5M
Returned to shareholders

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

Access official SEC EDGAR filings for First Northern Community Bancorp (CIK: 0001114927)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 DEF 14A fnrn20260402_def14a.htm View →
Mar 31, 2026 8-K form8_k.htm View →
Mar 24, 2026 8-K form8_k.htm View →
Mar 13, 2026 10-K fnrn20251231_10k.htm View →
Feb 26, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FNRN

What is the AI rating for FNRN?

First Northern Community Bancorp (FNRN) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FNRN's key strengths?

Claude: Strong revenue growth of 22.0% YoY demonstrates expanding customer base and business momentum. Fortress balance sheet with zero long-term debt and substantial cash reserves of $145.6M provides financial flexibility. ChatGPT: Revenue grew 22.0% year over year, indicating strong top-line momentum. Profitability is healthy with 33.3% operating margin, 25.7% net margin, 10.0% ROE, and 1.1% ROA.

What are the risks of investing in FNRN?

Claude: Low ROA of 1.1% and ROE of 10.0% suggest asset utilization and profitability challenges typical of community banks. Modest operating cash flow of $6.9M relative to $1.9B total assets indicates limited cash generation efficiency. ChatGPT: Net income growth of 5.5% lags revenue growth, suggesting incremental pressure on efficiency or funding costs. Operating cash flow is modest relative to net income, which weakens cash conversion quality on the reported figures.

What is FNRN's revenue and growth?

First Northern Community Bancorp reported revenue of $82.3M.

Does FNRN pay dividends?

First Northern Community Bancorp pays dividends, with $7.5M distributed to shareholders in the trailing twelve months.

Where can I find FNRN SEC filings?

Official SEC filings for First Northern Community Bancorp (CIK: 0001114927) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FNRN's EPS?

First Northern Community Bancorp has a diluted EPS of $1.27.

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 FNRN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, First Northern Community Bancorp has a BUY rating with 74% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FNRN stock overvalued or undervalued?

Valuation metrics for FNRN: ROE of 10.0% (sector avg: 12%), net margin of 25.7% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy FNRN stock in 2026?

Our dual AI analysis gives First Northern Community Bancorp a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FNRN's free cash flow?

First Northern Community Bancorp's operating cash flow is $6.9M, with capital expenditures of $1.7M. FCF margin is 6.3%.

How does FNRN compare to other Finance stocks?

Vs Finance sector averages: Net margin 25.7% (avg: 25%), ROE 10.0% (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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI