The GAAP EPS miss may pressure BUSE shares in the short term. Watch for analyst reactions and any subsequent guidance updates. The strong adjusted earnings and capital return program provide a floor, but the miss warrants caution.
Price Chart
Executive Summary
First Busey reported Q1 2026 GAAP diluted EPS of $0.52, missing consensus of $0.57 by 8.8%, while revenue of $196.2M was in line with $197.1M estimates. The miss on GAAP EPS, despite strong adjusted EPS growth and significant share repurchases, is likely to weigh on the stock near term.
Key Financial Metrics
Key Facts
- GAAP diluted EPS $0.52 vs consensus $0.57 (miss of 8.8%)
- Revenue $196.2M vs consensus $197.1M (in line)
- Adjusted diluted EPS $0.67, up 17.5% YoY
- Share repurchases of $65.6M at weighted avg $25.07/sh
- Quarterly dividend increased 4% to $0.26 per share
- Net interest margin expanded 6bp QoQ to 3.77%
- Efficiency ratio improved to 54.8%
- Tangible book value per share $20.14, up 8.2% YoY
Financial Impact
GAAP EPS miss of $0.05 per share vs consensus
Risk Factors
- Further EPS misses if expense synergies fail to materialize
- Credit deterioration from classified asset increase
- Sensitivity to interest rate changes impacting NIM
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283255 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | 8-K | $28.95 | awaiting T+60 | — | $30.18 (+4.25%) |
Sep 16, 2026 5w ago | S-3ASR | $30.15 | awaiting T+60 | — | $30.18 (+0.10%) |
Jul 31, 2026 12w ago | 8-K | $30.86 $30.38 | ▼ −1.56% | ▼ −4.01% | $30.18 (−2.20%) |
Jul 28, 2026 12w ago | 8-K | $30.72 $30.63 | ▼ −0.28% | ▼ −5.01% | $30.18 (−1.74%) |
Jul 14, 2026 14w ago | 8-K | $29.37 $29.22 | ▼ −0.51% | ▼ −3.04% | $30.18 (+2.76%) |
Jul 14, 2026 14w ago | Press Release | $29.37 $29.22 | ▼ −0.51% | ▼ −3.04% | $30.18 (+2.76%) |
Jun 11, 2026 19w ago | Institutional Cluster | $28.47 $30.66 | ▲ +7.69% | ▲ +3.30% | $30.18 (+6.01%) |
Apr 28, 2026 25w ago | Press Release | $25.77 $29.85 | ▼ −15.83% | ▼ −11.72% | $30.18 (−17.11%) |
Mar 16, 2026 32w ago | Insider Cluster | $24.86 $27.82 | ▲ +11.89% | ▲ +1.41% | $30.18 (+21.38%) |
US Market Status
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