ConnectOne's balance sheet has expanded roughly 53% from $9.7B in 2024Q2 to $14.8B in 2026Q3, yet this growth appears overwhelmingly acquisition-driven rather than organic, with purchase accounting still distorting core earnings (evidenced by the anomalous -$263.7M NII print in 2026Q2 and non-interest income swinging…
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $0.95+11.2% vs $0.85 | $117M-6.4% vs $125M |
Q3 2026 Jul 23, 2026 | $0.84+2.9% vs $0.82 | $123M+1.0% vs $122M |
Q2 2026 Apr 23, 2026 | $0.75+2.7% vs $0.73 | $117M+1.0% vs $115M |
Q1 2026 Jan 29, 2026 | $0.83+12.2% vs $0.74 | $115M-0.5% vs $115M |
ConnectOne Bancorp executed a major multifamily loan sale, removing a key risk overhang and materially improving its credit profile. Q3 core earnings beat estimates, with NIM expansion and strong deposit growth supporting ongoing profitability and a margin outlook. The transaction drops CRE concentration below regulatory thresholds and reduces rent-stabilized exposure to just 2% of assets.
ConnectOne Bancorp, Inc. ( CNOB ) Q3 2026 Earnings Call October 22, 2026 10:00 AM EDT Company Participants Siya Vansia - Executive VP & Chief Brand & Innovation Officer Frank Sorrentino - Chairman & CEO William Burns - Senior EVP & CFO Conference Call Participants Feddie Strickland - Hovde Group, LLC, Research Division Bader Hijleh - Piper Sandler & Co., Research Division Timothy Switzer - Keefe, Bruyette, & Woods, Inc., Research Division Tyler Cacciator - Stephens Inc., Research Division Daniel Tamayo - Raymond James & Associates, Inc., Research Division Presentation Operator Hello, everyone. Thank you for joining us, and welcome to the ConnectOne Bancorp, Inc. Third Quarter 2026 Earnings Call.
ConnectOne Bancorp NASDAQ: CNOB said its third-quarter operating performance improved as it advanced a balance-sheet restructuring centered on the planned sale of up to approximately $750 million of performing, non-relationship multifamily loans.
The headline numbers for ConnectOne (CNOB) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Benchmark CNOB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ConnectOne Bancorp, Inc. (CNOB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.42 | $1.63B | 10.88 | 19.23% | 55.02% | 9.42% | 1.96% | |
| $42.21 | $1.86B | 12.75 | 44.2% | 28.05% | 9.5% | 2.36% | |
| $18.13 | $1.09B | 37.82 | -1.7% | 9.76% | 2.31% | 4.63% | |
| $52.83 | $2.75B | 12.68 | 14.54% | 28.98% | 11.31% | 2.7% | |
| $44.64 | $2.62B | 11.03 | 77.36% | 30.01% | 11.1% | 2.16% | |
| $78.94 | $4.11B | 12.11 | 2.08% | 29.98% | 12.42% | 0.87% |
ConnectOne Bancorp, Inc. (CNOB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ConnectOne Bancorp, Inc. (CNOB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 5, 2026·SEC
Oct 22, 2026·SEC
Oct 8, 2026·SEC
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ConnectOne Bancorp, Inc. (CNOB) stock FAQ — growth, dividends, profitability & financials explained
ConnectOne Bancorp, Inc. (CNOB) revenue fell by 20.6% over the trailing twelve months, compared with the twelve months before.
Yes. ConnectOne Bancorp, Inc. (CNOB) earned $150.4M in net income over the trailing twelve months (a 55.0% net margin).
Yes. ConnectOne Bancorp, Inc. (CNOB) pays a dividend that yields 1.96% at the current price, a moderate yield.
ConnectOne Bancorp, Inc. (CNOB) had a return on equity (ROE) of 9.4% over the trailing twelve months. That is below the market's typical 10-15%.
ConnectOne Bancorp, Inc. (CNOB) has a net interest margin (NIM) of 2.5%. NIM has been under pressure due to interest rate environment.
ConnectOne Bancorp, Inc. (CNOB) has an efficiency ratio of 49.3%. This is excellent, indicating strong cost control.
