Glacier Bancorp, FirstSun Capital Bancorp, First Interstate BancSystem, First Financial Bankshares, and F.N.B. Corporation Stocks Trade Down, What You Need To Know

What Happened?

A number of stocks fell in the afternoon session after hotter-than-expected inflation data and rising concerns over credit risk rattled investors. January's Producer Price Index (PPI), a measure of wholesale inflation, rose 0.5% against expectations of 0.3%, with the core component jumping 0.8%. This report fuels the narrative of "sticky inflation," suggesting the Federal Reserve may have limited room to cut interest rates. 

Compounding these worries are growing anxieties in the credit markets. According to a Bank of America strategist, problem loans are an increasing concern that could pressure lenders. Investors are reassessing credit risk, particularly in private-credit and leveraged-loan markets, weighing on the valuations of banks sensitive to the economic cycle.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Regional Banks company Glacier Bancorp (NYSE:GBCI) fell 7.3%. Is now the time to buy Glacier Bancorp? Access our full analysis report here, it’s free.
• Regional Banks company FirstSun Capital Bancorp (NASDAQ:FSUN) fell 6.2%. Is now the time to buy FirstSun Capital Bancorp? Access our full analysis report here, it’s free.
• Regional Banks company First Interstate BancSystem (NASDAQ:FIBK) fell 6.6%. Is now the time to buy First Interstate BancSystem? Access our full analysis report here, it’s free.
• Regional Banks company First Financial Bankshares (NASDAQ:FFIN) fell 6.5%. Is now the time to buy First Financial Bankshares? Access our full analysis report here, it’s free.
• Regional Banks company F.N.B. Corporation (NYSE:FNB) fell 6.5%. Is now the time to buy F.N.B. Corporation? Access our full analysis report here, it’s free.

Zooming In On Glacier Bancorp (GBCI)

Glacier Bancorp’s shares are somewhat volatile and have had 11 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 6 months ago when the stock gained 6.5% on the news that the major indices rebounded, as Fed Chair Jerome Powell delivered dovish remarks at the much-awaited Jackson Hole symposium. Powell suggested that with inflation risks moderating and unemployment remaining low, the Federal Reserve might consider a shift in its monetary policy stance, including potential interest rate cuts. 

This outlook eased market concerns about prolonged high interest rates and their impact on economic growth. The prospect of lower borrowing costs bolstered investor confidence, particularly in sectors that have lagged, leading to a broad rally across the market.

Glacier Bancorp is up 2.3% since the beginning of the year, but at $45.67 per share, it is still trading 14.2% below its 52-week high of $53.21 from February 2026. Investors who bought $1,000 worth of Glacier Bancorp’s shares 5 years ago would now be looking at an investment worth $812.20.

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