ConnectOne Q1 net income $36.3M ($0.72 EPS); NIM expands 12 bps; dividend raised 8.3%

ConnectOne Bancorp, Inc.

2026-Q1 EPS reported $0.72

Net income available to common $36.3M ($0.72 diluted EPS) vs $38.0M ($0.75) in Q4 2025; operating EPS $0.79.
Net interest margin widened 12 bps to 3.39% from 3.27% sequentially; loans and deposits grew ~10% annualized.
Common dividend increased 8.3% to $0.195 per share, payable June 1, 2026 to holders of record May 15, 2026.
Credit quality: NPAs/assets improved to 0.29%; net charge-offs 0.08% annualized but 30-59 day delinquencies rose to 0.81% on $63.8M NYC rent-regulated multifamily credits.
Tangible book value per share rose 1.7% to $23.93; company repurchased 90,000 shares at avg $26.21.

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