ConnectOne Bancorp (CNOB)
Runs branch-lite commercial banking and a franchise-financing marketplace across metro New York and Florida.
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Provides deposits, commercial and consumer loans, treasury services, digital banking, and BoeFly franchise-financing referrals. Revenue is shaped by net interest income, a loan book weighted toward commercial real estate, and a branch-lite footprint centered on New Jersey, New York City, Long Island, the Hudson Valley, and Florida.
Offers deposits, commercial and consumer lending, treasury and cash-management services, cards, wire transfers, safe deposit boxes, and online and mobile banking through ConnectOne Bank. BoeFly adds a franchise-financing marketplace that connects borrowers with partner banks, including ConnectOne Bank.
Serves small and mid-sized businesses, local professionals, and individuals from a branch-lite footprint centered on New Jersey, New York City, Long Island, the Hudson Valley, and Florida. Regional offices function as business hubs while relationship officers often meet clients away from branches.
Revenue depends mainly on net interest income, so deposit costs and loan yields shape results. Credit exposure is tied to commercial real estate, the largest loan category, and the FLIC merger broadened the Long Island and New York City branch base.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 1, 2026 | Raymond James | Downgrade | ||
| Apr 27, 2026 | Raymond James | Target | Target: $26 | Target: $34 |
| Mar 26, 2025 | Keefe, Bruyette & Woods | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.22B · Total debt $32.9M · Total assets $14.41B · Shareholders' equity $1.63B
- Revenue
- $29.4M
- Operating income
- −$52.5M
- Net income
- $41.7M
HistoryDividendAnnual yield
| Institutions | ≈ 68.86% | 37.39M shares | |
|---|---|---|---|
| 232 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.53% | 2.46M shares | |
| 22 holders · as of Jun 16, 2026 | |||
| Other | ≈ 26.61% | 14.45M shares | |
| remainder | |||
54.30M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.78% | 4.77M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.33% | 2.90M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 4.96% | 2.69M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.95% | 2.15M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.09% | 1.68M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 15, 2026 | Anson M. Moise | director | +860 | $33.19 |
| Jun 8, 2026 | Anson M. Moise | director | +120 | $30.96 |
| Jun 9, 2026 | Anson M. Moise | director | +120 | $31.39 |
| Aug 11, 2020 | Michael W. Kempner | director | −67,800 | $14.75 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ConnectOne Bancorp | $30.99 | −0.68% | $1.57B | 9.7 | 8.9 | 2.6 | +46.0% |
| Valley National Bancorp | $13.07 | −0.39% | $7.27B | 10.9 | 9.2 | 2.4 | +13.3% |
| Dime Commercial Bancshares | $40.32 | −0.54% | $1.79B | 14.6 | 10.6 | 2.4 | +17.1% |
| Provident Financial Services | $22.62 | −0.15% | $2.95B | 9.4 | 9.1 | 2.1 | +9.7% |
| OceanFirst | $17.35 | −0.12% | $1.05B | 20.5 | 8.6 | 1.5 | +36.3% |
| Metropolitan Bank | $88.77 | +0.46% | $1.10B | 11.2 | 8.6 | 2.6 | +22.0% |
| Kearny Financial | $9.49 | −0.65% | $601.0M | 16.8 | 12.0 | 1.7 | +11.9% |
| Orange County Bancorp | $37.45 | +0.03% | $502.0M | 10.5 | 10.9 | 3.3 | −14.2% |
| Median | 11.2 | 9.2 | 2.4 | +13.3% |