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    What Is Drawing Attention To ConnectOne Bancorp (CNOB) Today?

    Simply Wall St·11/04/2026 03:45:18
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    ConnectOne Bancorp (CNOB) just packed several signals into one October 22 update, combining third quarter earnings, fresh dividend declarations on both common and preferred shares, a buyback update, and lower net loan charge offs.

    Despite a slight pullback over the last week, ConnectOne Bancorp’s share price has risen 24.48% year to date, while a 38.54% total shareholder return over the past 12 months signals that regular dividends and buybacks have materially shaped investors’ overall outcome.

    Scan beyond ConnectOne Bancorp and see how other banks with strong dividends, ongoing buybacks, or improving credit metrics line up in our curated 34 high quality undervalued stocks for potential ideas.

    ConnectOne Bancorp has recently delivered solid gains for shareholders, while the latest quarter combined softer earnings per share with stronger net interest income and ongoing capital returns. Investors may now be weighing whether it is preferable to initiate a position at current levels or wait for a pullback before evaluating the valuation more closely.

    Most Popular Narrative: 11.5% Undervalued

    ConnectOne Bancorp’s latest close of $32.52 sits below the most followed fair value estimate of $36.75. This frames the recent share gains against a still implied discount driven by earnings power, efficiency, and capital strength.

    ConnectOne Bancorp is working through a large pipeline of adjustable rate and fixed loans that are repricing at higher yields, with about US$700m already repriced in 2026 at an average 255 basis point increase and similar volumes expected ahead. This can help support net interest margin and earnings power as more of the book resets.

    See why 8 investors see ConnectOne Bancorp as 12% undervalued.

    Result: Fair Value of $36.75 (UNDERVALUED)

    Still, the ConnectOne Bancorp story depends on containing rent-stabilized multifamily issues and managing higher funding costs in competitive New York and New Jersey markets.

    Find out about the key risks to this ConnectOne Bancorp narrative.

    Next Steps

    Mixed signals on ConnectOne Bancorp so far. If you want to move quickly and shape your own view, weigh both the 5 key rewards and 1 important warning sign.

    Looking for more investment ideas beyond ConnectOne Bancorp?

    Do not stop with ConnectOne Bancorp. Put fresh ideas on your radar using targeted stock lists that focus on resilience, value, and sustainable dividends.