secwatch.observer — SEC 8-K summary
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Issuer:     ConnectOne Bancorp, Inc. (CNOB)
CIK:        0000712771
Form:       8-K
Filed at:   2026-04-23T23:59:59+00:00
Accession:  0001437749-26-013080
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/712771/000143774926013080/0001437749-26-013080-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/712771/000143774926013080/cnob20260224c_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-013080

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