The stock may react negatively to the EPS miss despite positive operating trends, but the dividend hike and share repurchases could support sentiment. Monitor upcoming quarters for sustained margin expansion and cost synergies from the FLIC merger to confirm earnings recovery.
Price Chart
Executive Summary
ConnectOne Bancorp (CNOB) reported Q1 2026 earnings with GAAP diluted EPS of $0.72, missing the consensus estimate of $0.73, despite a 10% annualized loan growth and a 12 basis point net interest margin expansion. The company raised its dividend by 8.3% and repurchased shares, signaling confidence in its post-merger integration trajectory.
Key Financial Metrics
Key Facts
- GAAP diluted EPS was $0.72 for Q1 2026, missing consensus of $0.73
- Net income available to common stockholders was $36.3 million, down from $38.0 million in Q4 2025
- Net interest margin expanded by 12 basis points to 3.39%
- Loans and deposits grew at a 10% annualized rate
- Declared an 8.3% increase in common dividend to $0.195 per share
- Repurchased 90,000 shares during the quarter at an average price of $26.21
Financial Impact
EPS miss of $0.01 against consensus, but operating EPS of $0.79 exceeded prior quarter's $0.83; net interest income up $2.2 million sequentially
Risk Factors
- EPS miss could pressure stock despite positive guidance
- One credit relationship caused 30-59 day delinquencies to rise to 0.81% from 0.19%, creating near-term credit quality uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279746 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $32.82 | awaiting T+20 | — | $32.84 (+0.06%) |
Oct 8, 2026 18d ago | 8-K | $30.22 | awaiting T+20 | — | $32.84 (+8.67%) |
Sep 10, 2026 6w ago | 8-K | $31.59 $30.22 | ▼ −4.34% | ▼ −6.46% | $32.84 (+3.96%) |
Jul 28, 2026 12w ago | 8-K | $33.10 $32.02 | ▼ −3.26% | ▼ −6.64% | $32.84 (−0.79%) |
Jul 23, 2026 13w ago | 8-K | $31.40 $32.25 | ▲ +2.71% | ▼ −0.60% | $32.84 (+4.59%) |
Jul 9, 2026 15w ago | 8-K | $32.06 $33.09 | ▲ +3.21% | ▲ +0.97% | $32.84 (+2.43%) |
Jul 9, 2026 15w ago | Press Release | $32.06 $33.09 | ▲ +3.21% | ▲ +0.97% | $32.84 (+2.43%) |
Apr 23, 2026 26w ago | Press Release | $28.93 $29.87 | ▲ +3.25% | ▼ −1.39% | $32.84 (+13.52%) |
Apr 9, 2026 28w ago | Press Release | $28.25 $30.16 | ▲ +6.76% | ▼ −0.81% | $32.84 (+16.25%) |
US Market Status
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