Monitor next quarter's capital markets revenue to see if it rebounds toward the $60-70 million annual guidance range, as the current $10.7 million is below the historical first-quarter average.
Price Chart
Executive Summary
QCR Holdings reported Q1 2026 net income of $33.4 million ($1.99 diluted EPS), missing consensus of $1.77 by $0.22. Despite a 17% sequential drop in noninterest expense and solid loan/deposit growth, capital markets revenue fell to $10.7 million (vs $24.5M in Q4 2025), driving the miss. The company reaffirmed full-year capital markets revenue guidance at $60-70 million and repurchased $20.8 million in shares.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $1.99 missed consensus of $1.77 by $0.22
- Capital markets revenue dropped to $10.7 million from $24.5 million in Q4 2025
- Noninterest expense decreased 17% sequentially to $52.1 million
- Company reaffirmed full-year capital markets revenue guidance of $60-70 million
- Repurchased 247,289 shares for $20.8 million
Financial Impact
$10.7 million capital markets revenue vs $24.5 million in prior quarter
Risk Factors
- Capital markets revenue is highly seasonal and may not rebound as expected
- Lower noninterest expense may not be sustainable if capital markets activity picks up
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-046805 |
| Document: qcrh-20260422x8k.htm | 0001104659-26-046805 |
| Document: 0001104659-26-046805-index-headers.html | 0001104659-26-046805 |
| Document: 0001104659-26-046805-index.html | 0001104659-26-046805 |
| Document: 0001104659-26-046805.txt | 0001104659-26-046805 |
| 8-K Data (Synthetic) | 0001104659-26-046805 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 8-K | $99.47 $103.04 | ▲ +3.59% | ▲ +4.77% | $103.10 (+3.65%) |
Oct 20, 2026 7d ago | 8-K | $99.47 $103.04 | ▲ +3.59% | ▲ +4.77% | $103.10 (+3.65%) |
Oct 20, 2026 7d ago | Press Release | $99.47 $103.04 | ▲ +3.59% | ▲ +4.77% | $103.10 (+3.65%) |
Sep 30, 2026 27d ago | Press Release | $99.26 | awaiting T+1 | — | $103.10 (+3.87%) |
Aug 24, 2026 9w ago | 8-K | $100.90 $99.98 | ▼ −0.91% | ▼ −1.23% | $103.10 (+2.18%) |
Jun 11, 2026 19w ago | Institutional Cluster | $96.38 $96.33 | ▲ +0.05% | ▲ +0.59% | $103.10 (−6.97%) |
May 26, 2026 22w ago | 8-K | $91.40 $91.38 | ▼ −0.02% | ▼ −0.57% | $103.10 (+12.80%) |
May 22, 2026 22w ago | S-3ASR | $92.49 $91.62 | ▼ −0.94% | ▼ −0.90% | $103.10 (+11.47%) |
Apr 22, 2026 26w ago | 8-K | $88.56 $88.39 | ▼ −0.19% | ▼ −0.98% | $103.10 (+16.42%) |
Apr 22, 2026 26w ago | 8-K | $88.56 $88.39 | ▲ +0.19% | ▲ +0.98% | $103.10 (−16.42%) |
US Market Status
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