earnings
confidence high
sentiment neutral
materiality 0.60
EFSC Q1 net income $49.4M ($1.30 EPS); NIM expands to 4.28%; dividend raised to $0.34
ENTERPRISE FINANCIAL SERVICES CORP
2026-Q1 EPS reported
$1.30
- Net income $49.4M ($1.30 diluted EPS) vs $1.45 linked quarter and $1.31 prior year; adjusted EPS $1.31.
- Net interest margin 4.28% (up 2 bps linked, 13 bps YoY); net interest income $166.1M.
- Loan portfolio $11.7B (down $107.6M linked); deposits $14.5B (down $84.9M linked).
- Board approved quarterly dividend increase to $0.34 per common share (payable June 30, record June 15).
- Repurchased 483,000 shares for $27.3M in Q1; tangible book value $41.38/share (stable linked, +7% YoY).