Northwest Bancshares Q4 revenue rises, adjusted EPS beats expectations

Northwest Bancshares

26/01/2026 21:13

Overview

U.S. bank holding company reported Q4 revenue up 17% yr/yr to record $180 mln

Adjusted EPS for Q4 beat analyst expectations

Results impacted by Penns Woods acquisition

Outlook

Northwest Bancshares anticipates another year of record revenue growth in 2026

Company plans to expand consumer franchise and deepen core market relationships

Result Drivers

PENNS WOODS ACQUISITION - Acquisition led to increased average loans, investments, and deposits, boosting net interest income

CREDIT LOSS PROVISION - Decrease in provision for credit losses compared to prior quarter positively impacted net income

BANK-OWNED LIFE INSURANCE - Significant increase in income from bank-owned life insurance contributed to higher noninterest income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$180 mln
Q4 Adjusted EPS
Beat
$0.33
$0.31 (8 Analysts)
Q4 EPS
$0.31
Q4 Net Interest Income
$142.17 mln
Q4 Dividend
$0.20


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the banks peer group is "buy."

Wall Street's median 12-month price target for Northwest Bancshares Inc is $13.00, about 4.1% above its January 23 closing price of $12.49

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn8Qj8Pda

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)