CNOB · ConnectOne Bancorp, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Operating return on average assets non-GAAP | 1.19% | first quarter of 2026 | — |
| Operating return on average tangible common equity non-GAAP | 13.35% | first quarter of 2026 | — |
| bank leverage ratio | 10.81% | Q1 FY2026 call | — |
| ConnectOne originated rent-stabilized exposure | $263M | Q1 FY2026 call | — |
| criticized and classified loans | 2.26% | Q1 FY2026 call | — |
| First of Long Island rent-stabilized exposure | $413M | Q1 FY2026 call | — |
| loan pipeline | $635M | Q1 FY2026 call | — |
| loan portfolio growth | $300M | Q1 FY2026 call | — |
| net interest margin | 3.39% | Q1 FY2026 call | — |
| operating PPNR as a percentage of average assets non-GAAP | 1.81% | Q1 FY2026 call | — |
| total allowance for credit losses to loans | 1.3% | Q1 FY2026 call | — |
| total non-performing assets | 0.29% | Q1 FY2026 call | — |
| total rent-stabilized portfolio | $675M | Q1 FY2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Banks - Regional — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CNOB
this stock
ConnectOne Bancorp, Inc.
|
$1.68B | +28.3% | — | 19.3 | 3.4% |
|
HDB
Hdfc Bank Ltd
|
$135.43B | -27.8% | +15.2% | — | 0.4% |
|
MFG
Mizuho Financial Group Inc
|
$120.24B | +34.8% | — | — | 0.1% |
|
IBN
Icici Bank Ltd
|
$106.74B | -0.1% | — | — | 0.7% |
|
PNC
Pnc Financial Services Group, Inc.
|
$101.54B | +22.1% | +7.2% | 14.7 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CNOB | +3.2% | +3.8% | +20.4% | 0.0% | +28.3% |
| SPY | -1.5% | +0.3% | +7.8% | -0.5% | +9.0% |
| vs SPY | +4.8% | +3.5% | +12.6% | +0.4% | +19.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.