Midwestone Financial Group, INC

Market Movers (8-K)

MidWestOne Financial Group shareholders overwhelmingly approved the proposed merger with Nicolet Bankshares, Inc. at a Special Meeting held on January 26, 2026.
MidWestOne Financial Group, Inc. announced a cash dividend of $0.2425 per common share, payable on January 30, 2026.
MidWestOne Financial Group filed an 8-K to correct an error in the Golden Parachute Compensation table for its named executive officers related to the upcoming merger with Nicolet Bankshares.
MidWestOne Financial Group's Board of Directors declared a cash dividend of $0.2425 per common share, payable December 15, 2025.
MidWestOne Financial Group, Inc. announced the cancellation of its previously scheduled quarterly earnings conference call for October 24, 2025.
Delay expected
Worse than expected
MidWestOne Financial Group, Inc. announced robust financial results for the third quarter of 2025, with significant increases in net income and adjusted earnings per share, alongside a strategic partnership with Nicolet Bankshares, Inc.
Capital raise
Better than expected

Quarterly Earnings (10-Q)

MidWestOne Financial Group reported a significant increase in net income for Q3 2025 and announced an all-stock merger with Nicolet Bankshares, Inc. expected to close in H1 2026.
Better than expected
MidWestOne Financial Group reports a decrease in Q2 2025 net income to $10.0 million, primarily due to a significant increase in credit loss expense, despite strong net interest income growth.
Worse than expected
Capital raise
MidWestOne Financial Group's Q1 2025 net income surged to $15.1 million, fueled by a significant increase in net interest income.
Better than expected
MidwestOne Financial Group reported a net loss for the third quarter of 2024, primarily due to a significant securities impairment related to a balance sheet repositioning.
Worse than expected
Capital raise
MidWestOne Financial Group's second quarter earnings surged, fueled by strategic acquisitions and the sale of its Florida operations, despite a slight dip in net interest income.
Better than expected
MidWestOne Financial Group's first quarter 2024 net income rose to $3.3 million, driven by the acquisition of DNVB and organic loan growth, despite a decrease in net interest income.
Worse than expected

Annual Reports (10-K)

Midwest One Financial Group's 2024 results were impacted by a net loss primarily due to investment securities losses from balance sheet repositioning, despite an increase in net interest income.
Capital raise
Worse than expected
Midwest One Financial Group's 2023 annual report reveals a significant drop in net income, driven by strategic balance sheet repositioning and increased interest expenses, despite loan growth.
Worse than expected

Insider Trading (Form 4)

MidWestOne Financial Group CEO Charles N. Reeves converted all his MOFG shares and equity awards into Nicolet Bankshares stock following the merger on February 13, 2026.
MidWestOne Financial Group's President and COO, Len D. Devaisher, converted all his company shares and equity awards into Nicolet Bankshares stock and cash following the merger effective February 13, 2026.
MidWestOne Financial Group's CIO, Paul A. Ho-Sing-Loy, reported the disposition of all his common stock holdings following the company's merger with Nicolet Bankshares, Inc.
SVP Susan M. Moore's MidWestOne Financial Group shares and equity awards converted into Nicolet Bankshares stock following the merger.
MidWestOne Financial Group CFO Barry S. Ray converted all his company shares into Nicolet Bankshares stock following the merger on February 13, 2026.
MidWestOne Financial Group's SVP & Chief Credit Officer, Gary L. Sims, converted all his company shares into Nicolet Bankshares stock following the merger.

Proxy Statements (Def-14A)

Nicolet Bankshares and MidWestOne Financial Group announce a definitive merger agreement, with MidWestOne merging into Nicolet, creating a larger regional bank.
Capital raise
MidwestOne Financial Group, Inc. has filed a definitive proxy statement with the SEC.
MidWest One Financial Group will hold its annual shareholder meeting on April 22, 2025, to elect directors, approve executive compensation, and ratify the appointment of its independent accounting firm.
MidWest One Financial Group amends its proxy statement to correct date inaccuracies and invites shareholders to the Annual Meeting on April 25, 2024.
MidwestOne Financial Group, Inc. has filed a definitive proxy statement with the SEC.
MidWest One Financial Group has released its proxy statement for the annual shareholder meeting on April 25, 2024, outlining proposals for director elections, executive compensation, and auditor ratification.
Worse than expected

Institutional Holdings (13F)

MidWestOne Financial Group, Inc. reported its equity holdings for the quarter ended September 30, 2025, totaling over $823 million across 380 positions.
MidWestOne Financial Group, Inc. filed its Form 13F-HR, revealing its equity portfolio valued at $770.16 million as of June 30, 2025.
MidWestOne Financial Group's latest 13F filing unveils its holdings as of March 31, 2025, showcasing a diverse investment portfolio valued at over $704 million.
MidWestOne Financial Group's latest 13F filing discloses its holdings as of December 31, 2024, showcasing a diverse investment portfolio valued at over $712 million.
MidWestOne Financial Group's latest 13F filing reveals a diverse portfolio of equity holdings valued at over $724 million as of September 30, 2024.
MidWestOne Financial Group's latest 13F filing discloses its holdings as of June 30, 2024, with a total portfolio value of $554.6 million.

Schedule 13G - Passive Investments

Prudential Financial Inc. has filed an amendment to its Schedule 13G, disclosing a 2.5% beneficial ownership in MidWestOne Financial Group, Inc. as of December 31, 2025.
Wellington Management Group and its affiliates have reported a 1.7% beneficial ownership stake in MidWestOne Financial Group, Inc. as of December 31, 2025.
Jennison Associates LLC has filed an amended Schedule 13G, reporting beneficial ownership of 2.5% of MidWestOne Financial Group's common stock as of December 31, 2025.
Wellington Management Group and its affiliates have reported an increased beneficial ownership of 6.5% in MidWestOne Financial Group, Inc. common stock.
Prudential Financial, Inc. has filed a Schedule 13G, revealing a beneficial ownership of 6.5% of the common stock of MidWestOne Financial Group, Inc. as of March 31, 2025.
Jennison Associates LLC has reported a 6.4% beneficial ownership stake in MidwestOne Financial Group I, holding 1,335,597 shares of common stock.