CNOBPHIGH SIGNALFINANCIAL10-K

ConnectOne completed a significant acquisition that substantially expanded its balance sheet size and geographic footprint while strengthening operational cash flows.

The removal of merger agreement language with First of Long Island Corporation suggests the deal has closed, explaining the dramatic expansion in assets, deposits, and liabilities. This represents a transformative transaction that significantly increases ConnectOne's scale and market presence, though execution risk remains as the company integrates the acquired operations.

Comparing 2026-02-24 vs 2025-02-21View on EDGAR →
FINANCIAL ANALYSIS

ConnectOne's financial profile reflects a major acquisition, with total assets expanding to $14.0B (+41.7%) and deposits growing to $11.2B (+43.7%), while total liabilities increased to $12.4B (+43.9%). Operating cash flow improved substantially, and the company reduced total debt by 16.6% to $500.3M, suggesting strong cash generation and balance sheet optimization. Net interest income grew meaningfully to $644.9M (+24.5%), indicating the acquired operations are contributing positively to core earnings power.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+75.3%
$60.7M$106.4M

Operating cash flow surged 75.3% — exceptional cash generation, highest quality earnings signal.

Total Liabilities
Balance Sheet
+43.9%
$8.6B$12.4B

Liabilities grew 43.9% — significant increase in debt or obligations, assess impact on financial flexibility.

Total Deposits
Balance Sheet
+43.7%
$7.8B$11.2B

Deposits grew 43.7% — expanding customer base or increased trust in the institution.

Capital Expenditure
Cash Flow
+42.1%
$3.8M$5.4M

Capital expenditure jumped 42.1% — major investment cycle underway; assess returns on deployment.

Total Assets
Balance Sheet
+41.7%
$9.9B$14.0B

Asset base grew 41.7% — expansion through organic growth, acquisitions, or capital deployment.

Stockholders Equity
Balance Sheet
+26.7%
$1.2B$1.6B

Equity base grew 26.7% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Net Interest Income
P&L
+24.5%
$517.9M$644.9M

Net interest income grew 24.5% — benefiting from rate environment or loan book expansion.

Total Debt
Balance Sheet
-16.6%
$600.0M$500.3M

Debt reduced 16.6% — deleveraging strengthens balance sheet and reduces financial risk.

LANGUAGE CHANGES
NEW — 2026-02-24
PRIOR — 2025-02-21
ADDED
false --12-31 FY 2025 Cybersecurity is a material part of ConnectOne s business.
As a financial institution offering products through multiple digital delivery channels, cybersecurity incidents could have a material effect on the Company, its results of operations and its reputation, although to date the Company has not experienced any cybersecurity incident which has had a material effect on the Company s business strategy, results of operations or financial condition.
See Item 1A- Risk Factors - We cannot predict how changes in technology will impact our business; increased use of technology may expose us to service interruptions or breaches in security.
true false Cybersecurity risk is initially overseen at ConnectOne by the management IT Committee (the ITC ).
The members of this committee include, as co-chairs, the Chief Compliance Officer and the Chief Data Development Officer.
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REMOVED
Historical Development of Business ConnectOne Bancorp, Inc., (the Company and with ConnectOne Bank, we or us ) a one-bank holding company, was incorporated in the State of New Jersey on November 12, 1982 as Center Bancorp, Inc.
BoeFly s online business lending marketplace helps connect small- to medium-size businesses, primarily franchisors and franchisees, with professional loan brokers and lenders across the United States.
BoeFly operates as an independent brand and subsidiary of the Bank.
On September 4, 2024, the Company entered into an Agreement and Plan of Merger with The First of Long Island Corporation ( FLIC"), the holding company for the First National Bank of Long Island ( FNBLI ).
Under the agreement, FLIC will merge with and into the Company, with the Company as the surviving entity, and FNBLI will merge with and into ConnectOne Bank, with ConnectOne Bank as the surviving bank.
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