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ConnectOne Bancorp Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $0.730 |
| EPS actual | $0.790 |
| EPS Surprise | 8.22% |
| Revenue estimate | 115.465M |
| Revenue actual | 116.637M |
| Revenue Surprise | 1.02% |
| Release date | Jan 29, 2026 |
| EPS estimate | $0.740 |
| EPS actual | $0.83 |
| EPS Surprise | 12.16% |
| Revenue estimate | 115.2M |
| Revenue actual | 114.627M |
| Revenue Surprise | -0.497% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.650 |
| EPS actual | $0.700 |
| EPS Surprise | 7.69% |
| Revenue estimate | 111M |
| Revenue actual | 121.426M |
| Revenue Surprise | 9.39% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.520 |
| EPS actual | $0.550 |
| EPS Surprise | 5.77% |
| Revenue estimate | 111M |
| Revenue actual | 84.068M |
| Revenue Surprise | -24.26% |
Last 4 Quarters for ConnectOne Bancorp
Below you can see how CNOB performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $23.48 |
| EPS estimate | $0.520 |
| EPS actual | $0.550 |
| EPS surprise | 5.77% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $24.91 |
| Jul 24, 2025 | $24.35 |
| Jul 25, 2025 | $24.25 |
| Jul 28, 2025 | $24.52 |
| Jul 29, 2025 | $23.48 |
| Jul 30, 2025 | $23.29 |
| Jul 31, 2025 | $23.03 |
| Aug 01, 2025 | $22.24 |
| Aug 04, 2025 | $22.68 |
| 4 days before | -5.74% |
| 4 days after | -3.41% |
| On release day | -0.81% |
| Change in period | -8.95% |
| Release date | Oct 30, 2025 |
| Price on release | $23.91 |
| EPS estimate | $0.650 |
| EPS actual | $0.700 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $24.62 |
| Oct 27, 2025 | $24.31 |
| Oct 28, 2025 | $24.23 |
| Oct 29, 2025 | $23.87 |
| Oct 30, 2025 | $23.91 |
| Oct 31, 2025 | $24.06 |
| Nov 03, 2025 | $24.21 |
| Nov 04, 2025 | $24.10 |
| Nov 05, 2025 | $24.72 |
| 4 days before | -2.88% |
| 4 days after | 3.39% |
| On release day | 0.627% |
| Change in period | 0.406% |
| Release date | Jan 29, 2026 |
| Price on release | $27.61 |
| EPS estimate | $0.740 |
| EPS actual | $0.83 |
| EPS surprise | 12.16% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $27.94 |
| Jan 26, 2026 | $27.94 |
| Jan 27, 2026 | $28.02 |
| Jan 28, 2026 | $27.85 |
| Jan 29, 2026 | $27.61 |
| Jan 30, 2026 | $26.62 |
| Feb 02, 2026 | $27.31 |
| Feb 03, 2026 | $27.53 |
| Feb 04, 2026 | $27.82 |
| 4 days before | -1.18% |
| 4 days after | 0.761% |
| On release day | -3.59% |
| Change in period | -0.429% |
| Release date | Apr 23, 2026 |
| Price on release | $28.93 |
| EPS estimate | $0.730 |
| EPS actual | $0.790 |
| EPS surprise | 8.22% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $28.69 |
| Apr 20, 2026 | $28.93 |
| Apr 21, 2026 | $28.07 |
| Apr 22, 2026 | $28.01 |
| Apr 23, 2026 | $28.93 |
| Apr 24, 2026 | $28.52 |
| Apr 27, 2026 | $29.73 |
| Apr 28, 2026 | $29.76 |
| Apr 29, 2026 | $29.04 |
| 4 days before | 0.84% |
| 4 days after | 0.380% |
| On release day | -1.42% |
| Change in period | 1.22% |
ConnectOne Bancorp Earnings Call Transcript Summary of Q1 2026
ConnectOne reported a strong start to 2026 driven by robust loan growth (annualized ~10% this quarter, ~$300M), sequential net interest margin expansion (NIM widened 12 bps to 3.39%) and improving operating metrics. Management reiterates year-end spot NIM guidance of ~3.50% and expects continued margin expansion driven by loan repricings even if rate cuts are limited. Credit metrics remain solid overall (total NPAs 0.29%, allowance/loans ~1.3%), though 30-59 day delinquencies rose due to one legacy rent-stabilized multifamily relationship; the company says it has significant reserves and purchase-accounting marks against that exposure (total cushion >$80M). Management increased the common dividend, repurchased shares (90,000 this quarter) and expects opportunistic repurchases (~100,000 shares/quarter target), while keeping expense discipline and pursuing efficiency/AI initiatives. Geographic diversification (expanded NYC metro and South Florida presence) and capital generation (tangible book ~ $23.93, leverage ratio ~10.8%) underpin their confidence in sustaining shareholder value.
