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    The Bull Case For First Busey (BUSE) Could Change Following Expanded Buybacks And New CFO - Learn Why

    Simply Wall St·12/07/2025 06:14:58
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    • First Busey Corporation recently expanded its share repurchase program, authorizing buybacks of up to 5,454,275 common shares with no set expiration, while also reporting insider purchases of its Series B preferred depositary shares and appointing Christopher H.M. Chan as Chief Financial Officer for both the company and Busey Bank.
    • The enlarged, open-ended buyback authorization highlights management’s confidence in the company’s intrinsic value and provides additional flexibility in how capital is returned to shareholders over time.
    • Next, we’ll examine how the enlarged, open-ended share repurchase authorization shapes First Busey’s investment narrative and capital return profile.

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    What Is First Busey's Investment Narrative?

    To own First Busey today, you really need to believe the bank can convert its solid net interest income and reliable dividend into consistently higher, less volatile earnings, despite recent margin pressure and a low return on equity. The enlarged, open‑ended buyback authorization and insider preferred stock purchase add a supportive backdrop for the share price, but they do not fundamentally change the near‑term earnings story or the importance of credit quality, funding costs and Q4 2025 results as the main catalysts. The CFO transition also matters here, as investors will be watching how capital is allocated between dividends, buybacks and balance sheet strength after a loss-making Q1 and more mixed profit trend. Overall, the repurchase news is helpful, but not a game‑changer for the key risks.

    However, one risk around earnings quality and sustainability may not be fully appreciated yet. First Busey's shares have been on the rise but are still potentially undervalued by 47%. Find out what it's worth.

    Exploring Other Perspectives

    BUSE Community Fair Values as at Dec 2025
    BUSE Community Fair Values as at Dec 2025
    Five fair value views from the Simply Wall St Community span roughly US$18 to a very large upper estimate, underlining just how differently people see First Busey, especially given the recent buyback expansion and still‑muted share price returns.

    Explore 5 other fair value estimates on First Busey - why the stock might be worth 24% less than the current price!

    Build Your Own First Busey Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.