CNOB

ConnectOne Bancorp, Inc.

Nasdaq · State Commercial Banks · Inc. NJ · CIK 0000712771
$29.87 +2.79% $1.5B
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders8 funds
Inst. Value$215.6M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$1.0M
SEC Reports2
Exchange Nasdaq·Sector State Commercial Banks·Inc. NJ·CIK 0000712771·Prev Close $29.06

Recent Activity

Apr 23, 2026 SEC
ConnectOne Bancorp (CNOB) reported Q1 2026 earnings with GAAP diluted EPS of $0.72, missing the consensus estimate of $0
PRESS-RELEASE — Impact 6/10
Apr 9, 2026 SEC
ConnectOne Bancorp announced it will release Q1 2026 earnings on April 23, 2026, ahead of market open, followed by a con
PRESS-RELEASE — Impact 3/10
Mar 25, 2026 Insider
Javitz Joseph T. sold 2,015 shares
EVP & Chief Credit Officer @ $0.00 ($0.00)
Mar 25, 2026 Insider
Sorrentino Frank III sold 11,523 shares
Chairman & CEO @ $26.27 ($302.7K)
Mar 25, 2026 Insider
Sorrentino Frank III sold 19,205 shares
Chairman & CEO @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — TRIM
289,545 shares ($7.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
243,345 shares ($6.4M)
Apr 23, 2026 earnings
ConnectOne Bancorp, Inc. Reports First Quarter 2026 Results
<p align="center">NET INTEREST MARGIN WIDENS BY 12 BASIS POINTS; TREND CONFIRMED<br>10% ANNUALIZED L

Price Targets

$33.80 +13.2% upside Buy
Current $29.87 Low $33.00 Median $34.00 High $34.00 5 analysts
$33.00 $34.00

Analyst Ratings

Strong Buy91% buy · 11 analysts
4Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 24, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Jan 30, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.82 ▲ +6.0% $0.80 — $0.83 49% YoY 5
Next Q $0.85 ▲ +3.6% $0.84 — $0.86 22% YoY 5
Current FY $3.29 ▲ +3.7% $3.26 — $3.31 27% YoY 5
Next FY $3.67 ▲ +3.4% $3.53 — $3.85 11% YoY 5

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$76.4MADD
FMR LLC$75.0M
BANK OF AMERICA CORP$23.9M
CHARLES SCHWAB INVESTMENT MANAGEMENT$10.9MADD
RENAISSANCE TECHNOLOGIES LLC$10.3MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Mar 25, 2026Javitz JosephA$0.00
Mar 25, 2026Sorrentino FrankF$302.7K
Mar 25, 2026Sorrentino FrankA$0.00
Mar 25, 2026Magennis ElizabethF$72.9K
Mar 25, 2026Javitz JosephF$22.1K
8 institutional holders with $215.6M total value (8,222,458 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,914,268$76.4M35.4%ADD +30.7%
2FMR LLC2,860,814$75.0M34.8%
3BANK OF AMERICA CORP /DE/913,232$23.9M11.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC415,844$10.9M5.1%ADD +34.1%
5RENAISSANCE TECHNOLOGIES LLC393,578$10.3M4.8%DOUBLED +153.7%
6MORGAN STANLEY289,545$7.6M3.5%TRIM -32.1%
7TWO SIGMA INVESTMENTS, LP243,345$6.4M3.0%ADD +44.3%
8WELLS FARGO & COMPANY/MN191,832$5.0M2.3%ADD +31.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM426,172289,545-32.1%$7.6M2025-Q4
TWO SIGMA INVESTMENTS, LPADD168,662243,345+44.3%$6.4M2025-Q4
VANGUARD GROUP INCADD2,186,9652,858,690+30.7%$66.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED181,187459,746+153.7%$10.6M2025-Q2
MORGAN STANLEYDOUBLED191,641399,931+108.7%$9.3M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD291,395390,673+34.1%$9.0M2025-Q2
UBS Group AGADD63,37796,890+52.9%$2.2M2025-Q2
TWO SIGMA INVESTMENTS, LPADD146,165191,730+31.2%$4.7M2025-Q1
MORGAN STANLEYTRIM269,866191,641-29.0%$4.7M2025-Q1
CITADEL ADVISORS LLCADD49,74469,003+38.7%$1.7M2025-Q1
WELLS FARGO & COMPANY/MNADD120,264158,132+31.5%$3.6M2024-Q4
UBS Group AGDOUBLED26,86474,982+179.1%$1.7M2024-Q4
CITADEL ADVISORS LLCTRIM100,34349,744-50.4%$1.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW382,524$9.6M2024-Q3
MORGAN STANLEYADD152,955280,532+83.4%$7.0M2024-Q3
9 unique insiders with 1 transactions. Net insider value: -$1.0M ($0.00 bought, $1.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 25, 2026Javitz Joseph T.EVP & Chief Credit OfficerA2,015$0.00$0.00
Mar 25, 2026Sorrentino Frank IIIChairman & CEOF11,523$26.27$302.7K
Mar 25, 2026Sorrentino Frank IIIChairman & CEOA19,205$0.00$0.00
Mar 25, 2026Magennis ElizabethBank PresidentF2,774$26.27$72.9K
Mar 25, 2026Javitz Joseph T.EVP & Chief Credit OfficerF842$26.27$22.1K
Mar 25, 2026Burns William SSenior EVP & CFOA5,157$0.00$0.00
Mar 25, 2026Magennis ElizabethBank PresidentA5,548$0.00$0.00
Mar 25, 2026Burns William SSenior EVP & CFOF2,578$26.27$67.7K
Mar 25, 2026Criscione LauraEVP & Chief Compliance OfficerA1,940$0.00$0.00
Mar 25, 2026Pappas Mark JEVP & Chief Risk OfficerA3,507$0.00$0.00
Mar 25, 2026Criscione LauraEVP & Chief Compliance OfficerF970$26.27$25.5K
Mar 25, 2026Primiano StevenEVP, Treas.& C Corp DevOfficerA1,736$0.00$0.00
Mar 25, 2026Primiano StevenEVP, Treas.& C Corp DevOfficerF868$26.67$23.1K
Mar 25, 2026Schwartz Robert AllanEVP & General CounselA9,250$0.00$0.00
Mar 23, 2026Primiano StevenEVP, Treas.& C Corp DevOfficerF484$26.72$12.9K
Mar 23, 2026Burns William SSenior EVP & CFOF1,288$26.72$34.4K
Mar 23, 2026Javitz Joseph T.EVP & Chief Credit OfficerF466$26.72$12.5K
Mar 23, 2026Magennis ElizabethBank PresidentF1,385$26.72$37.0K
Mar 23, 2026Sorrentino Frank IIIChairman & CEOF5,752$26.72$153.7K
Mar 23, 2026Pappas Mark JEVP & Chief Risk OfficerF514$26.72$13.7K
Mar 23, 2026Criscione LauraEVP & Chief Compliance OfficerF560$26.72$15.0K
Mar 20, 2026Sorrentino Frank IIIChairman & CEOF9,882$25.95$256.4K
Mar 20, 2026Magennis ElizabethBank PresidentF2,379$25.95$61.7K
Mar 20, 2026Javitz Joseph T.EVP & Chief Credit OfficerF722$25.95$18.7K
Mar 20, 2026Burns William SSenior EVP & CFOF2,211$25.95$57.4K
Mar 20, 2026Pappas Mark JEVP & Chief Risk OfficerF440$25.95$11.4K
Mar 20, 2026Primiano StevenEVP, Treas.& C Corp DevOfficerF496$25.95$12.9K
Mar 20, 2026Schwartz Robert AllanEVP & General CounselF186$25.95$4.8K
Mar 20, 2026Criscione LauraEVP & Chief Compliance OfficerF832$25.95$21.6K
Mar 17, 2026Kempner Michael WDirectorG7,707$0.00$0.00
Aug 11, 2020Kempner Michael WDirectorSELL67,800$14.75$1.0M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 4 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$33.80 mean target +13.2% upside Buy (1.40)
$33.00 Low $34.00 High
MetricValue
Current Price$29.87
Target Low$33.00
Target Mean$33.80
Target Median$34.00
Target High$34.00
# Analysts5
RecommendationBuy (1.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.82 $0.80 $0.83 48.7% +6.0% 5↑ 0↓ $0.1B 52.3% 5
Next Q
2026-09-30
$0.85 $0.84 $0.86 21.7% +3.6% 5↑ 0↓ $0.1B 11.5% 5
Current FY
2026-12-31
$3.29 $3.26 $3.31 27.0% +3.7% 5↑ 0↓ $0.5B 29.0% 5
Next FY
2027-12-31
$3.67 $3.53 $3.85 11.5% +3.4% 5↑ 0↓ $0.5B 7.9% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.818
7d ago$0.796+0.022
30d ago$0.772+0.046
60d ago$0.784+0.034
90d ago$0.784+0.034
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 24, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 30, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20264610091%
Apr 1, 20264610091%
Mar 1, 20264610091%
Feb 1, 20264610091%
Jan 1, 20264610091%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 23, 2026
earnings
ConnectOne Bancorp, Inc. Reports First Quarter 2026 Results
<p align="center">NET INTEREST MARGIN WIDENS BY 12 BASIS POINTS; TREND CONFIRMED<br>10% ANNUALIZED LOAN GROWTH<br>OPERATING PERFORMANCE ACCELERATES<br
Apr 23, 2026
earnings_calendar
CNOB Q1 2026 Earnings Scheduled — 2026-04-23
Apr 9, 2026
earnings
ConnectOne Bancorp, Inc. to Host 2026 First Quarter Results Conference Call on April 23, 2026
<p align="justify">ENGLEWOOD CLIFFS, N.J., April 09, 2026 (GLOBE NEWSWIRE) -- ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”