CNOB PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

CNOB ▲ +3.25% at T+20d

NEUTRAL call ✓ call won +3.25% · α vs SPY -1.39% · entry $28.93 → $29.87

Next anchor: T+60d in 5w

Last close $32.77 (close Jun 12) · +13.27% from $28.93 entry

Entry anchored
Apr 22, 03:59 PM ET
via Databento tick

T+1d

-1.42%

call -1.42% · α -2.20%

$28.52

settled 7w ago

T+5d

+0.38%

call +0.38% · α -1.10%

$29.04

settled 7w ago

T+20d

+3.25%

call +3.25% · α -1.39%

$29.87

settled 25d ago

T+60d

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call — · α —

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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.

Actionable Insight

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.

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

epsnetInterestIncomeloanGrowthdividend

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

Exchange

Nasdaq

Sector

State Commercial Banks

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3279746

2 reports for CNOB

T+1T+5T+20T+60

Filters

Reports for CNOB — sortable, filterable
	Type				Now
Apr 23, 2026 7w ago	Press Release MIXED ★ 6/10	$28.93 $29.87	▲ +3.25%	▼ −1.39%	$32.77 (+13.27%)
Apr 9, 2026 9w ago	Press Release NEUTRAL ★ 3/10	$28.25 $30.16	▲ +6.76%	▼ −0.81%	$32.77 (+16.00%)

US Market Status

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