ConnectOne: Merger Benefits Persist, But Loan Quality Requires Monitoring

ConnectOne Bancorp remains a "Buy," supported by robust Q1 results, NIM expansion, and successful integration of the FLIC acquisition. CNOB's deposit growth and low-cost funding are fueling above-industry loan growth, with NIM expanding 12 bps to 3.39% in Q1. Credit quality is strong overall, though rent-stabilized multifamily exposure presents a watchpoint; reserves and loss-absorbing capacity remain conservative.

Seeking Alpha • Apr 27, 2026

ConnectOne Bancorp, Inc. Reports First Quarter 2026 Results

NET INTEREST MARGIN WIDENS BY 12 BASIS POINTS; TREND CONFIRMED10% ANNUALIZED LOAN GROWTHOPERATING PERFORMANCE ACCELERATESTANGIBLE BOOK VALUE PER SHARE INCREASES8.3% INCREASE IN COMMON DIVIDEND PER SHARE DECLARED ENGLEWOOD CLIFFS, N.J., April 23, 2026 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”), parent company of ConnectOne Bank (the “Bank”), today reported net income available to common stockholders of $36.3 million for the first quarter of 2026 compared with $38.0 million for the fourth quarter of 2025 and $18.7 million for the first quarter of 2025.

GlobeNewsWire • Apr 23, 2026

ConnectOne Bancorp (CNOB) Q1 Earnings Beat Estimates

ConnectOne Bancorp (CNOB) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.51 per share a year ago.

Zacks Investment Research • Apr 23, 2026

ConnectOne (CNOB) Reports Q1 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for ConnectOne (CNOB) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Apr 23, 2026

ConnectOne Bancorp, Inc. (CNOB) Q1 2026 Earnings Call Transcript

ConnectOne Bancorp, Inc. (CNOB) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 23, 2026

ConnectOne Bancorp (CNOB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

ConnectOne (CNOB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Apr 16, 2026

Why ConnectOne (CNOB) is Poised to Beat Earnings Estimates Again

ConnectOne (CNOB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Apr 13, 2026

ConnectOne Bancorp, Inc. to Host 2026 First Quarter Results Conference Call on April 23, 2026

ENGLEWOOD CLIFFS, N.J., April 09, 2026 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”), parent company of ConnectOne Bank (the “Bank”), today announced that it plans to release results for the first quarter ended March 31, 2026, before the market opens on Thursday, April 23, 2026. Management will also host a conference call and audio webcast at 10:00 a.m. ET on April 23, 2026, to review the Company's financial performance and operating results.

GlobeNewsWire • Apr 9, 2026

ConnectOne Stock Is Up Just 4% This Past Year, and One Fund Has Sold Off $4 Million in Shares

PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp; the estimated transaction value was $3.64 million based on average prices during the fourth quarter. Meanwhile, the quarter-end position value fell by $3.44 million, reflecting both trading activity and changes in ConnectOne Bancorp's stock price.

The Motley Fool • Mar 3, 2026

ConnectOne: Margin Improvement Provides Further Upside

ConnectOne Bancorp remains a buy, supported by merger synergies, improved margins, and robust credit quality post-FLIC acquisition. CNOB's enhanced deposit base and reduced reliance on high-cost funding have driven NIM expansion, with further gains expected from anticipated Fed rate cuts. Loan growth guidance of 3-5% for 2026 appears achievable, underpinned by a $600 million pipeline and favorable CRE trends.

Seeking Alpha • Feb 5, 2026