PMC FIG Reduces Stake in ConnectOne Bancorp
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CNOB?
Source: Fool
- Share Reduction Details: According to an SEC filing dated February 17, 2026, PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp in Q4 2025, with an estimated transaction value of $3.64 million, indicating a potential decrease in confidence in the company.
- Ownership Percentage Shift: Following this sale, PMC FIG's stake in ConnectOne Bancorp decreased from 8.8% to 3.8%, suggesting a reallocation of capital within its regional banking investments rather than a complete rejection of the business model.
- Financial Performance Overview: ConnectOne Bancorp reported a net income of $74.4 million in 2025, up from $67.8 million in 2024, although its stock price has only increased about 4% over the past year, significantly underperforming the S&P 500's 16% gain.
- Future Outlook: Despite facing net interest margin pressures and credit quality risks, ConnectOne still demonstrates steady compounding potential, particularly supported by growth in commercial real estate and industrial loans, making it a point of interest for long-term investors focused on consistent loan growth and earnings stability.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CNOB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CNOB
Wall Street analysts forecast CNOB stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 26.830
Low
32.00
Averages
32.00
High
32.00
Current: 26.830
Low
32.00
Averages
32.00
High
32.00
About CNOB
ConnectOne Bancorp, Inc. is a financial services company that operates, through its subsidiary, ConnectOne Bank (the Bank) and the Bank’s fintech subsidiary, BoeFly, Inc (BoeFly). ConnectOne Bank is a commercial bank offering a full suite of banking and lending products and services that focus on small to middle-market businesses. The Bank's offices are located primarily in the New York metro market and span New Jersey, New York City, Long Island, and the Hudson Valley, including Rockland, Orange, and Westchester counties. It offers a range of deposit and loan products. It also provides a range of other banking services. Its products and services include personal and business checking accounts, money market accounts, time and savings accounts, credit cards, safe deposit boxes, access to automated teller services and telephone, and others. BoeFly is a fintech marketplace that connects borrowers in the franchise space with funding solutions through a network of partner banks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
PMC FIG Reduces Stake in ConnectOne Bancorp
- Share Reduction Details: According to an SEC filing dated February 17, 2026, PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp in Q4 2025, with an estimated transaction value of $3.64 million, indicating a potential decrease in confidence in the company.
- Ownership Percentage Shift: Following this sale, PMC FIG's stake in ConnectOne Bancorp decreased from 8.8% to 3.8%, suggesting a reallocation of capital within its regional banking investments rather than a complete rejection of the business model.
- Financial Performance Overview: ConnectOne Bancorp reported a net income of $74.4 million in 2025, up from $67.8 million in 2024, although its stock price has only increased about 4% over the past year, significantly underperforming the S&P 500's 16% gain.
- Future Outlook: Despite facing net interest margin pressures and credit quality risks, ConnectOne still demonstrates steady compounding potential, particularly supported by growth in commercial real estate and industrial loans, making it a point of interest for long-term investors focused on consistent loan growth and earnings stability.
See More
PMC FIG Opportunities Sells Shares of ConnectOne Bancorp
- Share Reduction Details: PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp in Q4 2025, with an estimated transaction value of $3.64 million, indicating a potential decrease in confidence towards the company.
- Position Value Decline: By quarter-end, PMC FIG Opportunities held 92,093 shares valued at $2.41 million, down $3.44 million from the previous period, reflecting the impact of market volatility on its investment portfolio.
- Financial Performance Insights: ConnectOne Bancorp reported a net income of $74.4 million in 2025, up from $67.8 million in 2024, with total loans increasing year-over-year, supported by commercial lending growth, while deposits remained stable, showcasing business resilience.
- Investor Considerations: Although ConnectOne Bancorp's shares gained about 4% over the past year, it was not included in Motley Fool Stock Advisor's top 10 stock recommendations, suggesting investors should carefully evaluate its long-term growth potential before investing.
See More
ConnectOne Bancorp Q4 2025 Earnings Call Highlights
- Asset Growth: ConnectOne Bancorp achieved $14 billion in assets and surpassed a $1.4 billion market cap in 2025, demonstrating the strength of its business model and the value of its client-first culture.
- Deposit and Loan Growth: Client deposits increased by approximately 5% on an annualized basis in the second half of 2025, with loan portfolio growth at a similar rate, although offset by higher payoffs due to refinancing.
- Operating Earnings Increase: Operating earnings for the quarter rose 18.6% sequentially, driving quarterly return on assets to 1.24%, which enhances the company's overall financial performance.
- Future Outlook: The company expects net interest margin to rise by 5 basis points in Q1 2026, with loan portfolio growth anticipated in the 3% to 5% range, and management is optimistic about future capital deployment and dividend increases.
See More
ConnectOne Bancorp Declares Quarterly Dividend of $0.18
- Quarterly Dividend Announcement: ConnectOne Bancorp declares a quarterly dividend of $0.18 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability.
- Dividend Yield: The forward yield of 2.59% provides investors with a relatively stable return, enhancing market attractiveness for its stock.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive their earnings promptly.
- Financial Health Indicators: Based on ConnectOne Bancorp's historical earnings data and dividend scorecard, the company's financial condition appears robust, and its ongoing dividend policy reflects a commitment to shareholders and confidence in future growth.
See More
ConnectOne Bancorp Reports Strong Q4 Earnings
- Earnings Performance: ConnectOne Bancorp reported a GAAP EPS of $0.75 for Q4, reflecting a significant improvement over the previous year, which enhances investor confidence in the company's profitability.
- Revenue Growth: The company achieved revenues of $110.3 million in Q4, marking a 69.8% year-over-year increase, indicating a strengthening competitive position that may attract more investor interest.
- Financial Health: With substantial increases in both revenue and earnings, ConnectOne Bancorp's financial condition is further solidified, likely providing stronger funding support for future expansions and investments.
- Dividend Performance: The report also highlighted the company's dividend scorecard, demonstrating its commitment to shareholder returns, which may appeal to investors seeking stable income.
See More
Elevated Volatility in US Options Market Post Earnings
- Options Market Volatility: The options market is experiencing heightened volatility due to the upcoming Federal Reserve policy decision, with some stocks showing implied volatility nearing 50% ahead of earnings reports.
- Capitol Federal Financial: CFFN is set to report earnings on January 28, with analysts expecting earnings per share of 15 cents and revenue of $57.51 million, reflecting a significant implied move of 48.48%.
- Other Bank Stocks: Stocks like First Financial Bancorp and Provident Financial Services are also seeing implied moves exceeding 39%, indicating cautious market sentiment regarding their earnings performance.
- Market Reaction: Overall, the market is reacting strongly to the impending earnings reports, particularly among regional banks, highlighting investor concerns over future earnings uncertainty and potential risks.
See More
PMC FIG Reduces Stake in ConnectOne Bancorp
- Share Reduction Details: According to an SEC filing dated February 17, 2026, PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp in Q4 2025, with an estimated transaction value of $3.64 million, indicating a potential decrease in confidence in the company.
- Ownership Percentage Shift: Following this sale, PMC FIG's stake in ConnectOne Bancorp decreased from 8.8% to 3.8%, suggesting a reallocation of capital within its regional banking investments rather than a complete rejection of the business model.
- Financial Performance Overview: ConnectOne Bancorp reported a net income of $74.4 million in 2025, up from $67.8 million in 2024, although its stock price has only increased about 4% over the past year, significantly underperforming the S&P 500's 16% gain.
- Future Outlook: Despite facing net interest margin pressures and credit quality risks, ConnectOne still demonstrates steady compounding potential, particularly supported by growth in commercial real estate and industrial loans, making it a point of interest for long-term investors focused on consistent loan growth and earnings stability.
See More
PMC FIG Opportunities Sells Shares of ConnectOne Bancorp
- Share Reduction Details: PMC FIG Opportunities sold 143,724 shares of ConnectOne Bancorp in Q4 2025, with an estimated transaction value of $3.64 million, indicating a potential decrease in confidence towards the company.
- Position Value Decline: By quarter-end, PMC FIG Opportunities held 92,093 shares valued at $2.41 million, down $3.44 million from the previous period, reflecting the impact of market volatility on its investment portfolio.
- Financial Performance Insights: ConnectOne Bancorp reported a net income of $74.4 million in 2025, up from $67.8 million in 2024, with total loans increasing year-over-year, supported by commercial lending growth, while deposits remained stable, showcasing business resilience.
- Investor Considerations: Although ConnectOne Bancorp's shares gained about 4% over the past year, it was not included in Motley Fool Stock Advisor's top 10 stock recommendations, suggesting investors should carefully evaluate its long-term growth potential before investing.
See More
ConnectOne Bancorp Q4 2025 Earnings Call Highlights
- Asset Growth: ConnectOne Bancorp achieved $14 billion in assets and surpassed a $1.4 billion market cap in 2025, demonstrating the strength of its business model and the value of its client-first culture.
- Deposit and Loan Growth: Client deposits increased by approximately 5% on an annualized basis in the second half of 2025, with loan portfolio growth at a similar rate, although offset by higher payoffs due to refinancing.
- Operating Earnings Increase: Operating earnings for the quarter rose 18.6% sequentially, driving quarterly return on assets to 1.24%, which enhances the company's overall financial performance.
- Future Outlook: The company expects net interest margin to rise by 5 basis points in Q1 2026, with loan portfolio growth anticipated in the 3% to 5% range, and management is optimistic about future capital deployment and dividend increases.
See More
ConnectOne Bancorp Declares Quarterly Dividend of $0.18
- Quarterly Dividend Announcement: ConnectOne Bancorp declares a quarterly dividend of $0.18 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability.
- Dividend Yield: The forward yield of 2.59% provides investors with a relatively stable return, enhancing market attractiveness for its stock.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive their earnings promptly.
- Financial Health Indicators: Based on ConnectOne Bancorp's historical earnings data and dividend scorecard, the company's financial condition appears robust, and its ongoing dividend policy reflects a commitment to shareholders and confidence in future growth.
See More
ConnectOne Bancorp Reports Strong Q4 Earnings
- Earnings Performance: ConnectOne Bancorp reported a GAAP EPS of $0.75 for Q4, reflecting a significant improvement over the previous year, which enhances investor confidence in the company's profitability.
- Revenue Growth: The company achieved revenues of $110.3 million in Q4, marking a 69.8% year-over-year increase, indicating a strengthening competitive position that may attract more investor interest.
- Financial Health: With substantial increases in both revenue and earnings, ConnectOne Bancorp's financial condition is further solidified, likely providing stronger funding support for future expansions and investments.
- Dividend Performance: The report also highlighted the company's dividend scorecard, demonstrating its commitment to shareholder returns, which may appeal to investors seeking stable income.
See More
Elevated Volatility in US Options Market Post Earnings
- Options Market Volatility: The options market is experiencing heightened volatility due to the upcoming Federal Reserve policy decision, with some stocks showing implied volatility nearing 50% ahead of earnings reports.
- Capitol Federal Financial: CFFN is set to report earnings on January 28, with analysts expecting earnings per share of 15 cents and revenue of $57.51 million, reflecting a significant implied move of 48.48%.
- Other Bank Stocks: Stocks like First Financial Bancorp and Provident Financial Services are also seeing implied moves exceeding 39%, indicating cautious market sentiment regarding their earnings performance.
- Market Reaction: Overall, the market is reacting strongly to the impending earnings reports, particularly among regional banks, highlighting investor concerns over future earnings uncertainty and potential risks.
See More
