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SB Financial Group SBFG Wealth Management Fees

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Other financials

Income statement

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Revenue$17.9M+4.5%
Net income$4.5M+16.7%
EPS (diluted)$0.72+20.0%

Balance sheet

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Cash & equivalents$138.2M+73.9%
Total debt$17.0M-55.7%
Total equity$146.7M+9.8%
Total assets$1.6B+9.0%

Cash flow

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Operating cash flow$6.8M
CapEx$366.0K-30.7%
Free cash flow$6.5M

Valuation

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Market cap$169.21M+31.1%
Enterprise value$48.1M-45.4%
P/E10.1×-0.7×
P/S2.5×+0.4×

Profitability

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Net margin24.5%+5.3pp
FCF margin33.7%

Returns & leverage

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Return on equity12%+2.7pp
Debt / equity0.1×-0.2×

Where this comes from

Reported directly by SB Financial Group in its filing.

Tagged under the XBRL concept sbfg:WealthManagementFees.

The source filing: SB Financial Group’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 3:23 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001213900-26-086100
($ in thousands, except per share data)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Total provision for credit losses299597513984
Net interest income after provision for credit losses12,65511,53125,15322,423
Noninterest Income
Wealth management fees9558591,8961,723
Customer service fees9178861,8271,765
Gain on sale of mortgage loans & OMSR1,5411,5662,5192,415
Mortgage loan servicing fees, net3835941,2341,205
Gain on sale of non-mortgage loans628220697

Item 1. Financial Statements

FAQ

What is SB Financial Group's wealth management fees?
SB Financial Group (SBFG) reported wealth management fees of $955K in Q2 2026.
How has SB Financial Group's wealth management fees changed year-over-year?
SB Financial Group's wealth management fees increased by 11.2% year-over-year, from $859K to $955K.
What is the long-term trend for SB Financial Group's wealth management fees?
Over 4 years (2021 to 2025), SB Financial Group's wealth management fees has grown at a -1.9% compound annual growth rate (CAGR), from $3.81M to $3.54M.
What does wealth management fees mean?
Wealth Management Fees as reported by SB Financial Group, Inc..

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