Monitor net charge-off trends and provision for credit losses in future quarters, as the increase in 30-59 day delinquencies due to a single credit relationship could impact asset quality metrics.
Price Chart
Executive Summary
ConnectOne Bancorp reported Q1 2026 earnings with diluted EPS of $0.72, missing the consensus of $0.79. Net interest margin widened to 3.39%, loans grew 10% annualized, and tangible book value per share increased to $23.93. The company declared an 8.3% dividend increase.
Key Financial Metrics
Key Facts
- Q1 2026 diluted EPS was $0.72, missing the consensus estimate of $0.79
- Net interest margin widened by 12 basis points to 3.39%
- Loans and deposits grew at an annualized rate of approximately 10%
- Tangible book value per share increased to $23.93
- Company declared an 8.3% increase in common dividend to $0.195 per share
Financial Impact
Net income available to common stockholders decreased 4.5% QoQ to $36.3M
Risk Factors
- Increase in 30-59 day delinquencies to 0.81% of loans receivable
- Provision for credit losses increased to $5.2M from $2.3M in Q4 2025
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-013080 |
| Document: cnob20260224c_8k.htm | 0001437749-26-013080 |
| Document: 0001437749-26-013080-index-headers.html | 0001437749-26-013080 |
| Document: 0001437749-26-013080-index.html | 0001437749-26-013080 |
| Document: 0001437749-26-013080.txt | 0001437749-26-013080 |
| 8-K Data (Synthetic) | 0001437749-26-013080 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 20, 2026 22w ago | 8-K | $24.77 $25.00 | ▲ +0.93% | ▲ +0.60% | $25.34 (+2.30%) |
Apr 23, 2026 26w ago | 8-K | $24.74 $24.75 | ▲ +0.04% | ▼ −4.59% | $25.34 (+2.43%) |
Apr 9, 2026 28w ago | 8-K | $24.68 $25.02 | ▲ +1.38% | ▼ −6.19% | $25.34 (+2.67%) |
US Market Status
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