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SB Financial Group SBFG Cash surrender value of life insurance policies

Cash surrender value of life insurance policies at other companies

SMB
SmartFinancialSMBK
$120.44M+3.1%

Other financials

Income statement

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Revenue$17.4M+13.2%
Net income$4.3M+99.1%
EPS (diluted)$0.69+109%

Balance sheet

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Cash & equivalents$126.3M+20.1%
Total debt$24.7M-26.9%
Total equity$143.7M+9.2%
Total assets$1.6B+6.9%

Cash flow

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Operating cash flow-$3.0M-145%
CapEx$229.0K-75.2%
Free cash flow-$3.2M-156%

Valuation

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Market cap$158.57M+34.4%
Enterprise value$57.02M-25.9%
P/E9.8×0.0×
P/S2.4×+0.5×

Profitability

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Net margin23.8%+4.8pp
FCF margin23.4%-8.1pp

Returns & leverage

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Return on equity11.7%+2.9pp
Debt / equity0.2×-0.1×

Where this comes from

Reported directly by SB Financial Group in its filing.

Tagged under the XBRL concept us-gaap:CashSurrenderValueOfLifeInsurance.

The official record: SB Financial Group’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is SB Financial Group's cash surrender value of life insurance policies?
SB Financial Group (SBFG) reported cash surrender value of life insurance policies of $32.4M in Q1 2026.
How has SB Financial Group's cash surrender value of life insurance policies changed year-over-year?
SB Financial Group's cash surrender value of life insurance policies increased by 5.0% year-over-year, from $30.87M to $32.4M.
What is the long-term trend for SB Financial Group's cash surrender value of life insurance policies?
Over 5 years (2020 to 2025), SB Financial Group's cash surrender value of life insurance policies has grown at a 12.9% compound annual growth rate (CAGR), from $17.53M to $32.21M.
What does cash surrender value of life insurance policies mean?
This reflects the cash value that the bank can receive upon the surrender of life insurance policies held on key employees or executives. It represents a stable, low-risk asset that provides a supplemental source of liquidity and potential tax-advantaged income. It is often used as a long-term financial planning tool to offset future benefit obligations.