Femi Otedola's First HoldCo stake hits $530 million as shares surge to record N79.35

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Nigerian billionaire Femi Otedola has seen the value of his investment in First HoldCo Plc rise to about $530 million, following a sharp rally in the company's share price. On July 15, 2026, First HoldCo shares gained the maximum daily limit of 9.98%, closing at an all-time high of N79.35 on the Nigerian Exchange.

The surge further strengthens Otedola's position as the largest shareholder in the parent company of First Bank of Nigeria. His 20.42% stake, representing about 9.29 billion shares, is now worth roughly $530 million at current prices.

Otedola's N250 billion investment strategy

Otedola has invested more than N250 billion of his personal funds to become the company's largest shareholder, without relying on borrowed capital. After becoming the largest shareholder in 2021 and taking over as chairman in January 2024, he intensified his investment strategy with several high-value transactions.

These included a N14.8 billion share purchase at N40.06 per share in December, a N43.4 billion open-market acquisition at N79 per share in May, and a N29.6 billion private placement at N44 per share in June.

Investors eye Q2 earnings after strong first quarter

The latest market rally comes as investors position ahead of the company's second-quarter 2026 earnings, due for release on July 24. Market optimism has been driven by the group's strong first-quarter performance, which recorded a profit before tax of N321.1 billion (about $231 million).

The company's recent private placement, completed in June, increased its share capital to N525.6 billion, comfortably exceeding regulatory capital requirements. In addition, shareholders have approved plans to raise another N253.1 billion, providing the financial institution with additional capital to support future growth and strengthen its balance sheet.

The combination of strong financial results, fresh capital injections, and sustained investor confidence has continued to drive demand for First HoldCo shares, helping push the stock to a record valuation.

For Nigerian investors, Otedola's heavy personal stake signals strong insider confidence in First HoldCo's prospects, while the capital raises position the bank for expansion. The stock's record run also reflects broader market appetite for banking stocks with solid earnings and clear growth plans.

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