Here’s Gator Capital Management’s Investment Thesis for First Financial Bancorp (FFBC)

2 days ago 3

Soumya Eswaran

Wed, November 19, 2025 astatine 5:23 AM CST 3 min read

Gator Capital Management, an concern absorption company, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money had a beardown show successful the quarter, with an 11.30% return, outperforming some the broader marketplace and the Financials assemblage benchmarks. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Gator Capital Management highlighted stocks specified arsenic First Financial Bancorp. (NASDAQ:FFBC). First Financial Bancorp. (NASDAQ:FFBC) is simply a slope holding institution that provides banking, financial, and different related activities. The one-month instrumentality of First Financial Bancorp. (NASDAQ:FFBC) was -3.33%, and its shares mislaid 17.89% of their worth implicit the past 52 weeks. On November 18, 2025, First Financial Bancorp. (NASDAQ:FFBC) banal closed astatine $23.54 per share, with a marketplace capitalization of $2.319 billion.

Gator Capital Management stated the pursuing regarding First Financial Bancorp. (NASDAQ:FFBC) successful its 3rd 4th 2025 capitalist letter:

"In September, we purchased a presumption successful First Financial Bancorp. (NASDAQ:FFBC). First Financial is an $18 cardinal plus commercialized slope headquartered successful Cincinnati, OH. We deliberation FFBC is simply a well-run commercialized slope that is trading excessively cheap. We don’t deliberation FFBC is extraordinary, but we judge it is simply a amended than mean slope and small-to-mid headdress slope stocks are attractive.

First Financial Bancorp. (NASDAQ:FFBC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 28 hedge money portfolios held First Financial Bancorp. (NASDAQ:FFBC) astatine the extremity of the 2nd quarter, up from 24 successful the erstwhile quarter.  While we admit the imaginable of First Financial Bancorp. (NASDAQ:FFBC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.


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