NPB NORTHPOINTE BANCSHARES INC

BULLISH Impact: 7/10 8-K
Horizon immediate Filed Apr 21, 2026 Processed 1mo ago SEC 0001336706-26-000035
8-K Item 2.02: Earnings release
Latest settled — T+20d
NPB ▼ -4.35% at T+20d
LONG call ✗ call lost -4.35% · α vs SPY -7.52% · entry $17.69 → $16.92
Next anchor: T+60d in 5w
Currently $18.28 · +3.34% from $17.69 entry
Entry anchored
Apr 21, 03:59 PM ET
via Databento tick
T+1d
-2.09%
call -2.09% · α -1.70%
$17.32
settled 7w ago
T+5d
-0.62%
call -0.62% · α -0.68%
$17.58
settled 7w ago
T+20d
-4.35%
call -4.35% · α -7.52%
$16.92
settled 25d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Northpointe Bancshares (NPB) reported Q1 2026 earnings of $0.62 diluted EPS, beating consensus by 1.6% on revenue of $63.8 million, driven by strong growth in its Mortgage Purchase Program and All-in-One loans, with net interest margin compression partially offset by lower provision expense.

Actionable Insight

Monitor next quarter's net interest margin trajectory and MPP loan growth sustainability; the beat was driven by asset quality improvement and loan growth, but margin compression remains a headwind.

Key Facts

  • Q1 2026 diluted EPS was $0.62, beating consensus of $0.63 by 1.6% (actual $0.62 vs est $0.63)
  • Net interest margin declined 9 basis points to 2.42% due to lower loan yields outpacing deposit cost declines
  • Mortgage Purchase Program (MPP) balances grew $435.7 million (51% annualized) and All-in-One (AIO) loans grew $28.0 million (15% annualized)
  • Net charge-offs decreased to $266,000 (2 bps annualized) from $1.2 million (8 bps) in Q4 2025

Financial Impact

$21.7 million net income to common stockholders, $0.62 diluted EPS

epsrevenuenet_interest_marginloan_growth

Risk Factors

  • Net interest margin declined 9 basis points to 2.42% due to lower loan yields
  • Non-interest expense increased $658,000 sequentially due to higher salaries and benefits

Market Snapshot

Exchange
NYSE
Sector
State Commercial Banks

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001336706-26-000035
Document: npb-20260421.htm0001336706-26-000035
Document: q12026earningscallslides.htm0001336706-26-000035
Document: 0001336706-26-000035-index-headers.html0001336706-26-000035
Document: 0001336706-26-000035-index.html0001336706-26-000035
Document: 0001336706-26-000035.txt0001336706-26-000035
8-K Data (Synthetic)0001336706-26-000035
3 reports for NPB
Performance horizon
Filters
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Reports for NPB — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$18.25 awaiting T+20awaiting T+20$18.28 (+0.19%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 7/10
$17.69 $16.92▼ −4.35%▼ −7.52%$18.28 (+3.34%)
Mar 3, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$18.35 $17.24▼ −6.04%▼ −1.64%$18.28 (−0.36%)
Showing 3 of 3

US Market Status

Market Closed — Opens Mon (48h 45m)

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