First Busey Corp. (BUSE)
NASDAQFinancialsBanks - RegionalSnapshot 2026-09-04
$30.66-0.07%
Close 2026-09-04 · 1-day change
NASDAQFinancialsBanks - RegionalSnapshot 2026-09-04
Intact: The reason to own it still holds.
First Busey grows earnings steadily with EPS guidance of $0.67 next quarter. The bank expands share buybacks by 4 million shares to return capital. Dividends remain stable, providing steady income. Profit margins and earnings growth support shareholder value.
Earnings growth may slow below guidance of $0.67 EPS. Management changes create uncertainty. The bank faces pressure on capital returns if earnings weaken.
The price is about 8% below our fair value near $32. Analysts expect 3% revenue growth, which is reasonable. Our view aligns with steady EPS growth but sees limited upside beyond consensus.
Breaks if: Dividend cut or suspension in 2026
Breaks if: EPS falls below $0.67 in 2026-Q1
Breaks if: No increase or reduction in share repurchase authorization in 2026
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on earnings growth and profitability. The current thesis state indicates a recovery in financial performance, but management execution remains volatile.
The market currently prices BUSE as cheap compared to its peers, with a slight expectations gap. This suggests that while the stock may not be overvalued, there is a cautious sentiment regarding future performance.
Management has demonstrated a strong focus on driving earnings per share (EPS) growth and expanding profitability, with recent results showing steady improvement. However, there is a moderate risk of missing future guidance, which could impact sentiment.
The long-term thesis hinges on sector performance, particularly the results of major financial peers like HDB, IBN, and PNC. If these companies continue to perform well, it could provide a favorable backdrop for BUSE; conversely, any negative guidance from them could pose risks.
Overall, BUSE is positioned well but remains sensitive to sector dynamics and management execution. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats impacting the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.