Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 67.09 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 89.44 | Oscillator | Sell |
| Williams %R (14) | -8.38 | Oscillator | Sell |
| MACD (12, 26, 9) | 0.14 (Hist 0.34) | Oscillator | Strong Buy |
| Average Directional Index (14) | 30.16 (+DI 31.6 / -DI 17.6) | Trend | Strong Buy |
Current price $32.69
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Jul 1, 26 |
| EMA 20 | 30.97 | MA | Strong Buy |
| SMA 20 | 30.57 | MA | Strong Buy |
| EMA 50 | 31.21 | MA | Strong Buy |
| SMA 50 | 31.31 | MA | Strong Buy |
| SMA 200 | 29.90 | MA | Strong Buy |
| Raymond James |
| downgrade |
| Strong Buy |
| Market Perform |
| Jun 26, 26 | Piper Sandler | maintain | Overweight | Overweight |
| Apr 24, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Jan 30, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Apr 25, 25 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Mar 26, 25 | Keefe, Bruyette & Woods | upgrade | Market Perform | Outperform |
| Dec 4, 24 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
| Jul 26, 24 | Piper Sandler | maintain | Overweight | Overweight |
| Jul 26, 24 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Jun 15, 26 | Moise Anson M. | director | P-Purchase | 860 @ $33.19 | $28.54K |
| Jun 9, 26 | Moise Anson M. | director | P-Purchase | 120 @ $31.39 | $3.77K |
| Jun 8, 26 | Moise Anson M. | director | P-Purchase | 120 @ $30.96 | $3.72K |
| Jun 1, 26 | Kempner Michael W | director | A-Award | 2,528 | — |
| Jun 1, 26 | Becker Christopher | director | A-Award | 2,528 | — |
| Jun 1, 26 | Nukk-Freeman Katherin | director | A-Award | 2,528 | — |
| Jun 1, 26 | Quick Peter | director | A-Award | 2,528 | — |
| Jun 1, 26 | Rifkin Daniel E | director | A-Award | 2,528 | — |
TTM vs. 5-year historical average (annual ratios)
| Metric | CNOB | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 11.3x | 12.0x · sector 20.4x | Discount |
| Forward P/E (FY26E) | 10.6x | EPS est. 3.10 | In line |
| Price / Book | 1.0x | 0.9x | Elevated |
| Price / Sales | 2.8x | 2.4x | In line |
| EV / EBITDA | 13.7x | 12.8x | In line |
| Return on equity | 9.4% | — | Weak |
| Gross margin | 43.9% | 61.8% | Below hist. |
| Debt / Equity | 0.82 | 0.73 | Moderate |
| Piotroski / Altman Z | 5/9 | Z -0.62 | Distress |
Discounted cash flow model
Stock news · updated daily
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.
ConnectOne Bancorp (CNOB) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.7 per share a year ago.
OPERATING PERFORMANCE ACCELERATESPPNR RATIO SURPASSES 2% AND OPERATING RETURN ON TANGIBLE COMMON EQUITY TOPS 15%KEY METRICS STRENGTHENED BY BALANCE SHEET RESTRUCTURING TOTAL LOANS AND AVERAGE CLIENT DEPOSITS BOTH ACHIEVE 11% SEQUENTIAL ANNUALIZED GROWTHNET INTEREST MARGIN EXPANDS TO 3.44%COMMON AND PREFERRED DIVIDENDS DECLARED ENGLEWOOD CLIFFS, N.J., Oct. 22, 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 $29.9 million for the third quarter of 2026 compared with $40.2 million for the second quarter of 2026 and $39.5 million for the third quarter of 2025.
ConnectOne (CNOB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
ConnectOne Bancorp trades at a discounted 0.99x P/B and 9.2x forward P/E, reflecting market caution over commercial real estate risk. CNOB's Q2 results show strong operating performance: 3.42% net interest margin, 42.7% efficiency ratio, and robust deposit and loan growth. Management is actively reducing CRE exposure, shifting lending toward business and SBA loans to diversify risk and improve capital efficiency.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 22, 2026 | 0.85 | 0.95 | Beat 11.2% | $117.3M |
| Jul 23, 2026 | 0.82 | 0.84 | Beat 2.9% | $122.8M |
| Apr 23, 2026 | 0.73 | 0.75 | Beat 2.7% | $116.6M |
| Jan 29, 2026 | 0.74 | 0.83 | Beat 12.2% | $114.6M |
| Oct 30, 2025 | 0.65 | 0.70 | Beat 7.7% | $121.4M |
| Jul 29, 2025 | 0.52 | 0.55 | Beat 5.8% | $84.07M |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 22, 2026 | 2026-10-22 07:30:18 | View |
| 8-K | Oct 8, 2026 | 2026-10-08 07:30:18 | View |
| 8-K | Sep 10, 2026 | 2026-09-10 07:00:27 | View |
| 10-Q/A | Aug 18, 2026 | 2026-08-18 16:04:02 | View |
| 10-Q | Aug 4, 2026 | 2026-08-04 14:31:37 | View |
| 8-K | Jul 28, 2026 | 2026-07-28 07:01:10 | View |
| 8-K | Jul 23, 2026 | 2026-07-23 07:30:10 | View |
| 8-K | Jul 9, 2026 | 2026-07-09 07:30:47 | View |
| 4 | Jun 16, 2026 | 2026-06-16 10:16:43 | View |
| 4 | Jun 9, 2026 | 2026-06-09 11:36:48 | View |
Proxy statement (DEF 14A) disclosures