Noticias y eventos de First Financial Bankshares Inc (FFIN)FFINFirst Financial Bankshares Inc

CPI Exceeds Expectations, Market Sentiment Holds Steady

Following yesterday's hotter-than-expected CPI print, wholesale PPI inflation also came in well above expectations, and yet investor sentiment is holding up well as market fears shift away from concerns over a "rate shock" due to tighter monetary policy and toward a "growth scare" as the AI buildout pillar of the economy is looking more wobbly.    After opening lower, the S&P 500 and Nasdaq Composite both eked out gains by the close, while the less-Tech-concentrated Dow jumped over 1%.In Technology, traders continued to sell semiconductors, communication equipment, and computer hardware in droves, but the proceeds were rotated into "anti-AI" areas of the market such as Enterprise Software and IT Services.  The worst performing sector in the S&P 500 this year - Consumer Cyclicals - was one of the best sectors today as traders bid up heavily-sold names like Lululemonand Nike, both of which were up 5%.In fixed income, rotation from corporates amid Coreweavedebt scare into the safety of the Treasuries  - where the yield on the 10-year note dropped another 10 basis points despite the hot inflation prints - also benefited the heavily sold rate-sensitive market areas such as REITs and Homebuilders.   Names like Lennar, which had just marked a four-year low overnight, jumped 6% on Thursday, while its peers DR Hortonand KB Homewere bid up by over 4%.Sentiment remains fragile in the opening hour of the evening session. S&P e-minis are down 0.1% and the Nasdaq 100 contract is off by 0.3%.  Futures traders will look to the AI-overindexed Korea's Kospi for direction while also monitoring the testimony of Fed Chair Kevin Warsh at the IMF summit in Bangkok this evening.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Independent Bankup 2.5%Cohen & Steersup 1.9%Alcoaup 1.1%Wise Groupup 1.0%ALSO HIGHER -Semtechup 2.1% after positive Q3 pre-announcementDOWN AFTER EARNINGS -J.B. Hunt Transport Servicesdown 2.3%First Financial Banksharesdown 1.4%Interactive Brokersdown 0.6%ALSO LOWER -MDxHealth SAdown 7.4% after Q3 pre-announcement

First Financial Reports Q3 Net Interest Margin of 3.91%

Reports Q3 net interest margin, on a tax-equivalent basis, 3.91% vs. 3.80% for 3Q25 and 3.90% for the linked quarter. Tangible book value was $10.59 from $11.75 last quarter. Q3 common equity Tier 1 capital ratio was 20.45% vs. 20.40% last quarter. "We are pleased to report another record quarter of net income, largely driven by continued expansion of our net interest margin," said David Bailey, CEO. "As we enter the final quarter of the year, we remain focused on disciplined balance sheet growth and prudent risk management. We are also excited to open our new Bee Cave location later this month, establishing our first full-service branch in the Austin market and an important step in our continued expansion across Texas. We appreciate our dedicated team of First Financial bankers whose commitment to our customers and shareholders drives our success every day."

First Financial Updates Share Repurchase Plan to 7.2 Million Shares

First Financial announced the renewal and increase in the size of its share repurchase plan through July 31, 2027. Pursuant to the renewed plan, the company may repurchase up to 7.2M shares of its common stock, representing approximately 5% of the company's outstanding shares as of July 28. The Board of Directors previously authorized the repurchase of up to 5M shares of common stock through July 31. The share repurchase plan authorizes management to repurchase shares at such time and price as repurchases are considered beneficial to the company and its stockholders. Under the repurchase plan, there is no minimum number of shares that the company is required to repurchase.