{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-013080","form_type":"8-K","ticker":"CNOB","cik":"0000712771","company_name":"ConnectOne Bancorp, Inc.","filed_at":"2026-04-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.667635+00:00","generated_at":"2026-05-15T04:42:45.778638+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"ConnectOne Q1 net income $36.3M ($0.72 EPS); NIM expands 12 bps; dividend raised 8.3%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-013080","json":"https://secwatch.observer/filing/0001437749-26-013080.json","markdown":"https://secwatch.observer/filing/0001437749-26-013080.md","text":"https://secwatch.observer/filing/0001437749-26-013080.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/712771/000143774926013080/0001437749-26-013080-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/712771/000143774926013080/cnob20260224c_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:42:45.778638+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0b5f456da9c329b7f7c829cb8c3461cff04d7d0a","claim":"ConnectOne Bancorp, Inc. reported first quarter of 2026 results: net income $36.3 million, EPS $0.72.","evidence_excerpt":"today reported net income available to common stockholders of $36.3 million for the first quarter of 2026","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/712771/000143774926013080/0001437749-26-013080-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"Net income","value":"$36.3 million"},{"label":"EPS","value":"$0.72"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}