Why Alerus (ALRS) Might be Well Poised for a Surge
Alerus (ALRS) is identified as an attractive stock due to a noticeable improvement in its earnings outlook and rising analyst earnings estimates. The company has a Zacks Rank #1 (Strong Buy) indicating strong potential for outperformance, supported by positive revisions to both current-quarter and current-year earnings estimates. The article suggests that despite recent stock performance, further upside may still be possible for ALRS.
Alerus Financial (NASDAQ:ALRS) Price Target Raised to $26.00
DA Davidson has increased its price target for Alerus Financial (NASDAQ:ALRS) to $26.00, maintaining a "neutral" rating, following the company's recent earnings beat. Alerus Financial reported an EPS of $0.85 on revenue of $77.07 million, surpassing analyst expectations. The stock currently has a "Moderate Buy" consensus rating from analysts, with a target price of $26.00 and has seen several rating changes from various firms recently.
Alerus Financial stock price target raised to $26 by DA Davidson
DA Davidson has increased its price target for Alerus Financial Corp. (NASDAQ:ALRS) to $26.00 from $25.00, maintaining a Neutral rating, following strong net interest margin performance. The firm expects loan growth to resume in 2026 and fee income to remain a strength, despite the stock appearing overvalued according to InvestingPro analysis. This update coincides with the company's recent Q4 2025 earnings, where EPS significantly beat estimates but revenue experienced a notable shortfall.
Alerus Financial (ALRS) Receives New Analyst Price Target Increase
Keefe, Bruyette & Woods has raised its price target for Alerus Financial (ALRS) from $24.00 to $25.00, while maintaining a "Market Perform" rating. This update is part of a series of recent analyst actions, including upgrades and downgrades from other firms. Wall Street analysts currently forecast an average target price of $25.60 for ALRS, suggesting a 5.13% upside from its current price, with a consensus "Hold" recommendation.
Alerus Financial Corporation (NASDAQ:ALRS) Q4 2025 Earnings Call Transcript
Alerus Financial Corporation reported strong Q4 2025 earnings, showcasing significant execution of strategic initiatives and robust financial performance. The company focused on enhancing its commercial bank, repositioning its balance sheet, and growing fee income businesses, particularly in retirement and wealth management. Alerus anticipates continued organic growth, positive operating leverage, and increased tangible book value in 2026, driven by market disruption and strategic talent acquisition.
Earnings call transcript: Alerus Financial Corp Q4 2025 beats EPS expectations
Alerus Financial Corp (ALRS) reported Q4 2025 earnings per share (EPS) of $0.85, significantly exceeding the forecast of $0.57, despite a substantial revenue shortfall of $8.23 million against an expected $71.43 million. Following the announcement, the stock rose 2.79%. The company highlighted strategic investments in technology and AI, alongside competitive pressures in the deposit market, and provided an outlook for mid-single-digit loan growth and low single-digit deposit growth in 2026.
Earnings call transcript: Alerus Financial Corp Q4 2025 beats EPS expectations
Alerus Financial Corp reported strong Q4 2025 earnings, with an EPS of $0.85 significantly exceeding the forecast of $0.57, leading to a 2.79% stock price increase. Despite a substantial revenue shortfall of $8.23 million against an expected $71.43 million, the company highlighted strategic advancements in technology and AI, and a focus on transitioning to full C&I relationships from CRE. Alerus projects mid-single-digit loan growth and low single-digit deposit growth for 2026, alongside efforts to expand wealth management and explore acquisitions in the retirement and HSA sectors.
Alerus Financial Corp (NASDAQ:ALRS) Posts Mixed Q4 2025 Results with Large GAAP Loss but Strong Adjusted EPS Beat
Alerus Financial Corp (NASDAQ:ALRS) reported mixed Q4 2025 results, showing a significant GAAP net loss of $33.1 million or $(1.27) per diluted share, primarily due to a balance sheet repositioning strategy. Despite the GAAP loss, the company delivered a strong non-GAAP adjusted EPS of $0.85, handily beating analyst estimates, although revenue fell short. The market reaction was neutral, as investors weighed the strategic benefits of the balance sheet move against the immediate revenue miss and GAAP loss.
Alerus Financial Corporation Q4 2025 Earnings Call Highlights
Alerus Financial Corporation reported strong Q4 2025 results with a core return on assets of 1.62%, along with a successful integration of Home Federal and strategic balance sheet repositioning. The company projects mid-single-digit loan growth and a net interest margin of 3.5%-3.6% for 2026. Analysts maintain positive ratings for ALRS, with price target increases reflecting confidence in the company's outlook despite a reported net loss in Q4 due to a one-time asset repositioning.
Alerus Financial Corporation Announces Fourth Quarter 2025 Results, Including Balance Sheet Repositioning
Alerus Financial Corporation reported a net loss of $33.1 million for the fourth quarter of 2025 due to a strategic balance sheet repositioning involving the sale of $360.1 million in available-for-sale securities, resulting in a pre-tax loss of $68.4 million. Despite the reported loss, adjusted pre-provision net revenue increased to $25.3 million, and the company's CEO highlighted a strong 2025 with exceeded financial performance expectations and strategic actions taken to position Alerus for higher profitability in 2026 and beyond. Key highlights include improvements in net interest income, growth in wealth management and retirement services income, and increased tangible book value per common share.
Alerus Financial Corporation Announces Fourth Quarter 2025 Results, Including Balance Sheet Repositioning
Alerus Financial Corporation reported a net loss of $33.1 million for the fourth quarter of 2025, primarily due to a strategic balance sheet repositioning that involved selling $360.1 million of available-for-sale securities, resulting in a pre-tax net loss of $68.4 million. Despite the loss, the company's CEO, Katie O'Neill Lorenson, highlighted 2025 as a defining year with strong financial performance, successful integration of the HMN Financial acquisition, and strategic actions to position Alerus for higher profitability and growth in 2026 and beyond. These actions included de-risking the loan portfolio, achieving strong C&I loan growth, and maintaining a leading position in fee-based revenue.
Alerus Financial Posts Q4 Loss Amid Strategic Repositioning
Alerus Financial (ALRS) reported a Q4 2025 net loss of $33.1 million due to a $68.4 million loss from strategically selling low-yielding securities. Despite this, adjusted metrics showed strong performance with adjusted diluted EPS of $0.85, indicating positive underlying growth. Analysts rate ALRS as a Buy with a $29.00 price target, and TipRanks' AI Analyst also assesses it as Outperform due to solid financials and valuation, although technical signals suggest modest momentum.
Alerus (ALRS) Reports Next Week: Wall Street Expects Earnings Growth
Alerus (ALRS) is expected to announce its quarterly earnings on January 28, with Wall Street anticipating a year-over-year increase in earnings to $0.57 per share despite a projected 1.5% decrease in revenues. The consensus EPS estimate has been revised higher by 4.59% over the last 30 days. However, the company currently has an Earnings ESP of -4.07% combined with a Zacks Rank of #2, making an earnings beat difficult to predict conclusively.
Alerus Financial Corporation to Announce Fourth Quarter Financial Results on Wednesday, January 28
Alerus Financial Corporation (Nasdaq: ALRS) will release its fourth-quarter financial results on Wednesday, January 28, 2026. Following this, the company will host a conference call on Thursday, January 29, 2026, at 11:00 a.m. Central Time to discuss the results with analysts and institutional investors. A recording and transcript of the call will be available on the investor relations website.
Alerus Financial Corporation to Announce Fourth Quarter Financial Results on Wednesday, January 28
Alerus Financial Corporation (Nasdaq: ALRS) announced it will release its fourth-quarter financial results on Wednesday, January 28, 2026. Following the release, the company will host a conference call on Thursday, January 29, 2026, at 11:00 a.m. Central Time to discuss the results. Analysts and institutional investors are invited to participate in a question-and-answer session during the call.
Alerus Financial (ALRS): Downgraded to Market Perform by Hovde Group
Hovde Group downgraded Alerus Financial (ALRS) to Market Perform from Outperform, reflecting a shift in outlook. This follows varied recent analyst actions, including an upgrade from Raymond James and maintained ratings with price target adjustments from Piper Sandler and Keefe, Bruyette & Woods. Alerus Financial operates in banking, retirement & benefit services, wealth management, and mortgage sectors.
Alerus Financial Corporation to Announce Fourth Quarter Financial Results on Wednesday, January 28
Alerus Financial Corporation will release its fourth-quarter financial results on January 28, 2026, and host a conference call on January 29, 2026, at 11:00 a.m. Central Time to discuss them. Analysts and institutional investors are invited to register for the call. A recording and transcript will be available on the company's investor relations website.
Raymond James upgrades Alerus Financial stock rating to Strong Buy
Raymond James has upgraded Alerus Financial Corp. (NASDAQ:ALRS) to "Strong Buy" from "Outperform," increasing its price target to $27.00. This upgrade follows a securities portfolio restructuring in late December 2025, which is expected to improve the company's earnings and reduce interest rate risk. The bank, which maintains dividend payments for 41 consecutive years, is seen as an attractive investment due to its discounted valuation and improved growth prospects.
Raymond James upgrades Alerus Financial stock rating to Strong Buy By Investing.com
Raymond James has upgraded Alerus Financial Corp. (NASDAQ:ALRS) to "Strong Buy" from "Outperform" and increased its price target to $27.00, citing enhanced earnings power and reduced interest rate risk following a portfolio restructuring in late December 2025. The firm revised its 2026 and 2027 EPS estimates upwards by 8% and noted the bank's attractive valuation, consistent dividend payments, and strong financial health. This upgrade comes after Alerus Financial's recent earnings beat and a strategic sale of securities to reinvest in higher-yielding alternatives.
Raymond James upgrades Alerus Financial stock rating to Strong Buy By Investing.com
Raymond James upgraded Alerus Financial Corp. (NASDAQ:ALRS) to "Strong Buy" from "Outperform," increasing its price target to $27.00. This upgrade follows Alerus's securities portfolio restructuring in late 2025, which improved its earnings potential and reduced interest rate risk. The company, trading at a 11.51 P/E ratio, has maintained 41 consecutive years of dividend payments and now offers a 3.74% yield, presenting an attractive entry point after its balance sheet optimization.
Alerus Financial Restructures Securities Portfolio To Boost Margins
Alerus Financial recently sold $360 million of available-for-sale securities, realizing a one-time pre-tax net loss of $68.5 million. The company reinvested these proceeds into higher-yielding, shorter-duration securities, a strategic move expected to increase its 2026 net interest margin and enhance long-term value. Analysts maintain a "Buy" rating on ALRS stock with a $25.00 price target.
Alerus Financial Corporation Reinvests $360M of Securities to Improve Profitability Profile
Alerus Financial Corporation sold $360 million of available-for-sale securities with a 1.7% yield and reinvested the proceeds into new securities yielding 4.7%, aiming to enhance its profitability. This strategic move is expected to improve the company's 2026 net interest margin guidance to 3.50%-3.60% and improve financial returns without impacting tangible capital. The company emphasized its commitment to strengthening its balance sheet and creating long-term value for stakeholders.
Alerus Financial Corp Reinvests $360M to Enhance Profitability
Alerus Financial Corp announced on December 29, 2025, the sale and reinvestment of $360 million in securities, representing 68% of its total AFS securities, to significantly boost profitability. The move aims to increase the yield from 1.7% to 4.7%, expecting the 2026 net interest margin to rise to 3.50%-3.60%, thereby supporting higher earnings and returns while maintaining capital measures above regulatory limits.
Alerus Financial Corporation Reinvests $360M of Securities to Improve Profitability Profile
Alerus Financial Corporation sold $360 million of available-for-sale securities with a 1.7% yield, incurring a $68.5 million pre-tax loss. The company reinvested the proceeds into new securities with a 4.7% yield, expecting to improve its 2026 net interest margin to 3.50%-3.60% and enhance profitability without impacting tangible capital. This strategic move aims to strengthen the balance sheet and create long-term shareholder value.
Gendell Jeffrey L Sells 156,094 Shares of Alerus Financial $ALRS
Gendell Jeffrey L significantly reduced its stake in Alerus Financial ($ALRS) by selling 156,094 shares, decreasing its holdings by 40% to 233,700 shares valued at approximately $5.06 million. Despite this insider selling, Alerus Financial reported strong Q2 earnings, beating analyst expectations with $0.66 EPS vs. $0.59 consensus and $72.57 million in revenue. The company also declared a quarterly dividend of $0.21, with analysts maintaining a consensus "Hold" rating and an average price target of $25.00.
Alerus Financial (NASDAQ:ALRS) Is Paying Out A Dividend Of $0.21
Alerus Financial (NASDAQ:ALRS) is set to pay a dividend of $0.21 per share on January 9th, representing an annual yield of 3.6%. The company has a solid track record of dividend payments for over 10 years and its payout ratio of 41% is well-covered by earnings, with future EPS growth projected at 24.8% over the next three years. Despite a slight decline in EPS over the past five years, analysts forecast future earnings growth, suggesting the dividend is sustainable for now.
Alerus Financial announces 5% dividend increase to $0.21 per share By Investing.com
Alerus Financial Corporation has announced a 5% increase in its quarterly cash dividend to $0.21 per common share, marking its 20th consecutive year of dividend increases. The dividend will be payable on January 9, 2026, to stockholders of record as of December 26, 2025. This news follows the company's strong third-quarter 2025 earnings, where it surpassed analyst expectations for both EPS and revenue.
Alerus Financial Corporation Declares Cash Dividend on Common Shares
Alerus Financial Corporation announced a regular quarterly cash dividend of $0.21 per common share, marking a 5.00% increase over the previous year. The dividend is payable on January 9, 2026, to stockholders of record as of December 26, 2025. Alerus Financial Corporation is a commercial wealth bank and national retirement services provider based in North Dakota and Minnesota.
Alerus Financial Corp Declares Increased Cash Dividend
Alerus Financial Corp announced a 5% increase in its quarterly cash dividend to $0.21 per share. This dividend is payable on January 9, 2026, to shareholders of record as of December 26, 2025. The increase signifies a 5% rise compared to the previous year's dividend amount.
Press Release: Alerus Financial Corporation Declares Cash Dividend on Common Shares
Alerus Financial Corporation has declared a cash dividend on its common shares. The article also briefly mentions Unity Software's fourth-quarter financial results, including a 35% year-over-year revenue increase to $609 million and a quarterly loss of 66 cents per share.
Alerus Financial Keeps Quarterly Dividend at $0.21 per Share, Payable Jan. 9 to Holders of Record Dec. 26
Alerus Financial Corporation will maintain its quarterly dividend at $0.21 per share. This dividend is scheduled to be paid on January 9 to shareholders who are on record as of December 26. This announcement confirms the company's consistent dividend policy for its common shares.
Alerus Financial announces 5% dividend increase to $0.21 per share By Investing.com
Alerus Financial Corporation announced a 5% increase in its quarterly cash dividend to $0.21 per common share, marking its 20th consecutive year of dividend increases. The dividend is payable on January 9, 2026, to stockholders of record as of December 26, 2025. This news follows the company's recent strong third-quarter 2025 earnings, which surpassed analyst expectations for both EPS and revenue.
Alerus Financial Announces 5% Dividend Increase
Alerus Financial (ALRS) has announced a 5% increase in its regular quarterly cash dividend, raising it to $0.21 per common share, payable on January 9, 2026. This decision reflects the company's commitment to shareholder value. TipRanks' AI Analyst, Spark, rates ALRS as Neutral, citing strong financial performance and promising growth prospects, while also noting potential risks.
Alerus Financial announces 5% dividend increase to $0.21 per share
Alerus Financial Corporation announced a 5% increase in its quarterly cash dividend to $0.21 per common share, payable on January 9, 2026. This marks the company's 20th consecutive year of dividend increases, with a current annual yield of 3.77%. The announcement follows Alerus Financial's strong third-quarter 2025 earnings, where it surpassed analyst expectations for both EPS and revenue.
Alerus Financial Corporation (NASDAQ:ALRS) is a favorite amongst institutional investors who own 59%
Institutional investors own 59% of Alerus Financial Corporation (ALRS), indicating significant influence over the company. The top 22 shareholders collectively hold 51% of the company, with Alerus Financial Corporation itself being the largest shareholder at 9.1%. Retail investors, or the general public, own a substantial 33% stake in the company.
Earnings call transcript: Alerus Financial Q3 2025 beats EPS forecast
Alerus Financial (ALRS) reported Q3 2025 earnings, exceeding EPS and revenue forecasts with an EPS of $0.66 and revenue of $72.5 million. Despite strong results, the stock declined 1.08% to $21.21. The company highlighted its diversified business model, focus on technology and AI for future growth, and aims for mid-single digit loan growth in 2026.
Alerus Financial Corporation (NASDAQ:ALRS) Q3 2025 Earnings Call Transcript
Alerus Financial Corporation (NASDAQ:ALRS) held its Q3 2025 earnings call, discussing consistent results aligned with expectations and ongoing strategic execution. The company highlighted its diversified business model, strong organic growth in commercial and private banking, and advancements in its Retirement and Wealth Management segments. Alerus provided guidance for 2025 and preliminary guidance for 2026, anticipating continued loan and deposit growth, stable net interest margin, and mid-single-digit noninterest income growth.
Advisory M&A News – 11/5/2025
This article reports on several significant M&A activities in the advisory sector as of November 5, 2025. Key transactions include Alerus Financial expanding its relationship with Osaic, Bluespring Wealth Partners acquiring Signature Wealth, and Mai Capital Management acquiring Evoke Advisors. Additionally, AssetMark Financial Holdings acquired Efficient Advisors, and Waverly Advisors completed acquisitions of Pacific Portfolio and Bridge Creek Capital Management.
ALERUS FINANCIAL CORP SEC 10-K Report
Alerus Financial Corporation has released its annual Form 10-K report for the fiscal year ending December 31, 2024, highlighting robust financial performance with significant increases in revenue, net income, and diluted EPS. The report details strategic initiatives such as mortgage division integration and talent acquisition, alongside challenges including market, interest rate, and credit risks. The company emphasizes a client-centric model, strategic acquisitions, and strong capital management to drive future growth and shareholder value.
Alerus Financial Corporation to Announce Third Quarter Financial Results on Thursday, October 30
Alerus Financial Corporation announced that it will release its third quarter financial results on Thursday, October 30, 2025, and will host a conference call on Friday, October 31, 2025, at 11:00 a.m. Central Time to discuss these results. Analysts and institutional investors are invited to participate in the question-and-answer session. The company, a commercial wealth bank and national retirement services provider, also highlighted previous financial results and dividend declarations.
Alerus Financial Corp reports results for the quarter ended September 30 - Earnings Summary
Alerus Financial Corp reported adjusted earnings of 65 cents per share for the quarter ended September 30, exceeding analyst expectations of 59 cents. Revenue for the quarter rose by 44.5% to $72.57 million, also surpassing analyst projections. The company's shares have experienced a 5.3% decline this quarter but are up 9.0% year-to-date.
Alerus Financial Corporation Reports Third Quarter 2025 Net Income of $16.9 Million
Alerus Financial Corporation reported a net income of $16.9 million for the third quarter of 2025, or $0.65 per diluted common share. This reflects strong performance attributed to a diversified business model, organic growth in loans and deposits, and strategic acquisitions. The company also highlighted significant increases in net interest income, tangible book value, and key capital ratios.
Liquidity Mapping Around (ALRS) Price Events - news.stocktradersdaily.com
This article provides an AI-driven analysis for Alerus Financial Corporation (NASDAQ: ALRS), highlighting a neutral near-term sentiment and a mid-channel oscillation pattern. It outlines three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths and key support and resistance levels.
Wealth Enhancement Advisory Services LLC Invests $201,000 in Alerus Financial $ALRS - Defense World
Wealth Enhancement Advisory Services LLC has purchased a new position of $201,000 in Alerus Financial. Other institutional investors like Vanguard Group Inc., Wellington Management Group LLP, and Choreo LLC have also increased their holdings in Alerus Financial. The company recently declared a quarterly dividend of $0.21, and analysts have set future price targets for its stock.
5% Dividend Boost: Alerus Financial Corporation Sets $0.21 Per Share Payout for October 2025
Alerus Financial Corporation announced a 5% increase in its quarterly cash dividend to $0.21 per common share, payable on October 10, 2025. This dividend increase reflects the company's strong financial performance and commitment to returning value to shareholders. Alerus Financial operates as a commercial wealth bank and national retirement services provider across various locations in the United States.
Alerus closes branch at Canadian Pacific Plaza in downtown Minneapolis
Alerus Financial has announced its plan to close its downtown Minneapolis branch, as notified to regulators. This closure comes as two banks are departing downtown Minneapolis' core this summer, while other financial institutions are making investments in the area. The news was reported by the Minneapolis / St. Paul Business Journal.
Earnings call transcript: Alerus Fin beats Q2 2025 forecasts, stock rises
Alerus Financial (ALRS) reported stronger-than-expected Q2 2025 earnings with an adjusted EPS of $0.72 and revenue of $74.79 million, exceeding analyst forecasts. The stock rose 5.29% in pre-market trading, reflecting investor confidence in the company's diversified business model, strong fee income, and improved efficiency ratio. The company anticipates mid-single-digit loan growth and low single-digit deposit growth for 2025, maintaining its full-year guidance.
ALERUS FINANCIAL CORP Q2 Profit Increases, Beats Estimates
ALERUS FINANCIAL CORP (ALRS) reported a significant increase in its second-quarter profit, beating Street estimates with earnings of $20.25 million, or $0.78 per share. This performance was driven by increased interest income from strategic acquisitions and organic loan growth, as well as a rise in non-interest income due to a gain on the sale of a non-mortgage loan. The company also saw an increase in total loans held for investment compared to the end of 2024.
Most Influential Women of 2025: Catherine Harmon, Alerus
This article profiles Catherine Harmon, Commercial Banking Team Lead at Alerus, as one of Arizona's Most Influential Women of 2025. It highlights her 25 years of experience in commercial banking, her unique perspective as an immigrant, and her advice on authenticity in relationships. Harmon and other honorees will be celebrated at an awards dinner in August 2025.
Shareholders Will Probably Hold Off On Increasing Alerus Financial Corporation's (NASDAQ:ALRS) CEO Compensation For The Time Being
Alerus Financial Corporation's shareholders are likely to oppose a CEO compensation increase at the upcoming AGM due to a 13% loss to shareholders and a 29% decline in EPS over the past three years. Despite a 23% increase in CEO Katie Lorenson's total compensation to US$1.3m in 2024, which is in line with industry median, the company's financial performance doesn't support a raise. Revenue growth over the last year provides some positive outlook, but the overall historical performance suggests caution regarding executive pay.
