BUSE First Busey Corporation
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.
Actionable Insight
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.
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
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283255 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $28.20 awaiting T+20 | awaiting T+20 | — | $28.79 (+2.09%) |
|
Apr 28, 2026
6w ago
|
Press Release
| $25.77 $27.25 | ▼ −5.74% | ▲ +0.31% | $28.79 (−11.72%) |
|
Mar 16, 2026
12w ago
|
Insider Cluster
| $24.86 $26.54 | ▲ +6.73% | ▲ +2.95% | $28.79 (+15.79%) |
US Market Status
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