Morgan Stanley Maintains Merchants Bancorp(MBIN.US) With Hold Rating, Cuts Target Price to $46
Morgan Stanley analyst Manan Gosalia has reiterated a "Hold" rating for Merchants Bancorp (MBIN.US) but has adjusted the target price downwards from $51 to $46. According to TipRanks, the analyst has a 52.1% success rate and an average return of 6.7% over the past year. The information provided is for informational purposes and not an investment recommendation.
MBIN (Merchants Bancorp) Total Noninterest Expense : $295.7 Mil (As of Dec. 2025)
This article focuses on Merchants Bancorp's (MBIN) Total Noninterest Expense, which was reported as $295.7 million as of December 2025. GuruFocus rates MBIN with a GF Score of 81/100 and considers it "Fairly Valued" with a GF Value of $39.71 against a current price of $42.27, indicating it is trading slightly above its estimated fair value. The article also provides historical data, calculation methods for noninterest expense, and addresses frequently asked questions regarding the metric.
MERCHANTS BANCORP Net Income: $218.8 Mil | Fairly Valued
Merchants Bancorp (MBIN) reported a Net Income of $218.8 million as of December 2025, with a GF Score of 81/100 and considered "Fairly Valued" by GuruFocus. The company's Net Income for the quarter ended December 2025 was $67.8 million, translating to an Earnings Per Share (Diluted) of $1.25. While Net Income is a key profitability metric, the article advises investors to consider other factors like the company's financial health, growth, and the six warning signs identified by GuruFocus, as reported earnings can be subject to manipulation.
MBIN (Merchants Bancorp) Total Liabilities : $17,168.2 Mil (As of Dec. 2025)
Merchants Bancorp (MBIN) reported total liabilities of $17,168.2 million as of December 2025. The company's total liabilities have shown a consistent increase over recent quarters and annually. GuruFocus rates MBIN as "Fairly Valued" with a GF Score of 81/100, while also noting 6 warning signs for investors to review.
Winners And Losers Of Q4: BankUnited (NYSE:BKU) Vs The Rest Of The Regional Banks Stocks
This article analyzes the Q4 earnings reports of several regional banks, highlighting BankUnited (BKU) with its strong revenue beat, Merchants Bancorp (MBIN) as the top performer with a significant stock increase, and National Bank Holdings (NBHC) as the weakest. It also briefly discusses First Horizon (FHN) and Hope Bancorp (HOPE), concluding with a "Market Update" examining shifts in market focus from AI to geopolitical risks.
MBINN Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Merchants Bancorp Ind (MBINN), including its income statement, balance sheet, and cash flow statement for fiscal year 2025 and previous periods. It highlights key financial metrics such as revenue, net income, EPS, and cash flow, revealing a decline in revenue and net income for FY2025. The company's financial health is rated weak with a score of 11/100, characterized by high leverage and low earnings quality.
MBIN SEC Filings - Merchants Bancorp Ind 10-K, 10-Q, 8-K Forms
This page provides access to Merchants Bancorp Ind (MBIN) SEC filings, including annual 10-K reports, quarterly 10-Q filings, and 8-K material event reports, along with AI-powered summaries. Recent filings detail director equity retainers, cash dividend declarations, Series C share sales by the Chairman & CEO, and the company's Q3 2025 financial results. The information helps investors track regulatory disclosures, insider trading, and financial performance for the diversified bank holding company.
Merchants Bancorp declares $0.10 dividend
Merchants Bancorp has declared a quarterly dividend of $0.10 per share.
Q4 Rundown: Atlantic Union Bankshares (NYSE:AUB) Vs Other Regional Banks Stocks
This article analyzes the Q4 earnings season performance of several regional banks, focusing on Atlantic Union Bankshares (AUB) in comparison to Merchants Bancorp (MBIN), National Bank Holdings (NBHC), Amalgamated Financial (AMAL), and First Hawaiian Bank (FHB). While regional banks generally saw satisfactory revenue beats, their share prices experienced a downturn. Atlantic Union Bankshares delivered strong revenue growth and exceeded estimates, yet its stock declined, while Merchants Bancorp saw a strong market reception, and National Bank Holdings lagged due to missed estimates.
Merchants Bancorp outlines 2026 homebuying strategies as buyers seek confidence
Merchants Bancorp has provided strategic advice for prospective homebuyers in 2026, emphasizing the importance of preparation and partnering with the right financial institution. The bank is prepared to support clients whether they are first-time buyers, upgrading, or refinancing, and has also issued guidance on anticipated market conditions. This initiative aligns with the bank's broader commitment to financial support, including boosting small business growth through SBA loan programs and fostering a strong organizational culture.
Winners And Losers Of Q3: Stock Yards Bank (NASDAQ:SYBT) Vs The Rest Of The Regional Banks Stocks
This article analyzes the Q3 performance of regional banks, focusing on Stock Yards Bank (SYBT) and comparing it to other regional players like Merchants Bancorp (MBIN), National Bank Holdings (NBHC), WSFS Financial (WSFS), and Simmons First National (SFNC). While Stock Yards Bank reported strong revenue growth, its stock price declined. Merchants Bancorp and WSFS Financial showed impressive Q3 results and stock gains, while National Bank Holdings experienced a disappointing quarter with revenue and net interest income misses.
Key Dates and Regulatory Shifts Shape Merchants Bancorp's April Outlook
Merchants Bancorp is entering a crucial April, with Q1 2026 earnings due and a complex regulatory environment characterized by both increased CFPB scrutiny and ongoing deregulatory trends. Investors will be keenly watching the late-April earnings release to assess the bank's fundamental profitability and its ability to navigate these mixed signals, especially after a recent dividend increase and significant success in its specialty finance division. Key dates include anticipated Q1 earnings on April 27, 2026, and the resumption of CFPB examination activities throughout April 2026.
Regional Banks Stocks Q3 In Review: First Bancorp (NASDAQ:FBNC) Vs Peers
This article reviews the Q3 earnings of several regional bank stocks, comparing First Bancorp (FBNC) with peers like Merchants Bancorp (MBIN), National Bank Holdings (NBHC), Axos Financial (AX), and Simmons First National (SFNC). While the regional banking sector generally reported satisfactory Q3 results with revenues beating estimates, share prices across the group saw a decline. The report highlights individual company performance, noting strong revenue beats for some like First Bancorp and Axos Financial, and misses for others like National Bank Holdings.
Regional Bank Q4 2025 Earnings: Revenue Beat, Stock Prices Fall - News and Statistics
The regional banking sector exceeded revenue forecasts in Q4 2025, with 95 tracked institutions surpassing consensus estimates by 1.6%. Despite this revenue beat, the average share price for these banks declined following the earnings reports. Companies like Cathay General Bancorp (CATY) and Merchants Bancorp (MBIN) showed strong individual performances, yet faced broader market pressures impacting stock valuations.
Spotting Winners: East West Bank (NASDAQ:EWBC) And Regional Banks Stocks In Q4
This article analyzes the Q4 earnings for regional banks, focusing on East West Bank (EWBC) and several peers. While regional banks faced headwinds, the sector as a whole reported satisfactory Q4 revenues. The piece highlights Merchants Bancorp (MBIN) as a top performer and National Bank Holdings (NBHC) as the weakest, providing insights into their financial results and market reception.
93,833 Shares in Merchants Bancorp $MBIN Purchased by Doma Perpetual Capital Management LLC
Doma Perpetual Capital Management LLC has acquired a new stake of 93,833 shares in Merchants Bancorp (NASDAQ:MBIN), valued at approximately $2,984,000, making it their 10th largest position. Other institutional investors like Dimensional Fund Advisors LP, Vanguard Group Inc., and Royce & Associates LP also increased their holdings in the company. Merchants Bancorp recently announced an increased quarterly dividend and a $100 million stock buyback program, while insider Martin A. Schroeter sold a portion of his shares.
A Look At Merchants Bancorp (MBIN) Valuation After Its Latest Earnings Beat
Merchants Bancorp (MBIN) recently exceeded analyst expectations with its latest earnings report across revenues, EPS, and net interest income, despite a mixed share price performance over the past month. The company appears undervalued based on its 11x P/E ratio compared to industry averages and an estimated fair value, with a Discounted Cash Flow model suggesting an even larger undervaluation. Investors are encouraged to consider the company's strong fundamentals and government-backed lending model, while also weighing associated risks.
Banc Funds Co. LLC Sells 45,100 Shares of Merchants Bancorp $MBIN
Banc Funds Co. LLC reduced its stake in Merchants Bancorp (NASDAQ:MBIN) by 11.7% in the third quarter, selling 45,100 shares and now holding 340,690 shares. Concurrently, insider Martin A. Schroeter sold 5,500 shares, decreasing his holdings by 33.6%. Merchants Bancorp recently exceeded quarterly earnings estimates, increased its quarterly dividend to $0.11 per share, and authorized a $100 million share buyback program.
Banc Funds Co. LLC Reduces Stake in Merchants Bancorp
Banc Funds Co. LLC, an institutional investor, decreased its holding in Merchants Bancorp (NASDAQ:MBIN) by 11.7% in the third quarter of 2026, according to a recent SEC filing. The firm now holds 340,690 shares, representing 0.74% of the company's outstanding stock, making it the 13th largest shareholder. This reduction may indicate Banc Funds Co. LLC's perspective on the bank's performance or outlook, though further analysis is needed to ascertain the specific reasons behind the portfolio adjustment.
A Look At Merchants Bancorp (MBIN) Valuation After Its Latest Earnings Beat
Merchants Bancorp (MBIN) recently exceeded analyst expectations in its latest earnings report, with strong performance in revenues, EPS, and net interest income. Despite a recent share price decline, the company boasts significant multi-year returns, prompting a valuation analysis to determine if it remains mispriced given its 11x P/E ratio, described as undervalued compared to its peers and industry and below an internal fair value estimate. A discounted cash flow model further suggests a substantial undervaluation, indicating a potential strong upside.
How Merchants Bancorp’s Government-Backed Lending Strength Will Impact Merchants Bancorp (MBIN) Investors
Merchants Bancorp (MBIN) recently exceeded analyst expectations with strong quarterly results, driven by its government-backed lending programs. This performance reinforces the bank's investment thesis on low-risk lending and active capital returns, including dividends and buybacks. While the stock price jumped, some good news might already be priced in, with credit quality, funding costs, and allowance for bad loans remaining key concerns for investors.
Checking credit scores empowers consumers to manage finances, Merchants Bancorp asserts
Merchants Bancorp advocates for regular credit score checks, asserting that this practice empowers consumers to manage their finances effectively. They highlight that proactively monitoring credit provides early warnings for potential issues and supports the achievement of financial goals. This emphasis aligns with Merchants Bancorp's broader commitment to financial empowerment for both individuals and entrepreneurs.
Merchants Bancorp To Go Ex-Dividend On March 13th, 2026 With 0.11 USD Dividend Per Share
Merchants Bancorp is set to go ex-dividend on March 13th, 2026, with a dividend payment of $0.11 per share. Investors looking to receive this dividend must own shares before the ex-dividend date. This announcement is significant for current and prospective shareholders tracking MBNK's dividend policy.
Regional Banks Stocks Q4 In Review: Regions Financial (NYSE:RF) Vs Peers
This article reviews the Q4 performance of several regional bank stocks, focusing on Regions Financial (RF) and comparing its results to peers like Merchants Bancorp (MBIN), National Bank Holdings (NBHC), Eastern Bank (EBC), and Hope Bancorp (HOPE). It highlights the challenges faced by regional banks, including fintech competition and deposit outflows, while also noting that overall, regional bank revenues surpassed analyst expectations in Q4, despite a collective decline in share prices. The analysis provides specific revenue and EPS details for each bank and their subsequent stock movements.
Q4 Earnings Outperformers: Texas Capital Bank (NASDAQ:TCBI) And The Rest Of The Regional Banks Stocks
Texas Capital Bank (TCBI) and other regional banks closed out Q4 earnings season with mixed results. While TCBI outperformed revenue expectations but saw its stock decline, Merchants Bancorp (MBIN) had a strong quarter with significant stock gains. National Bank Holdings (NBHC) missed analyst expectations, and Butterfield Bank (NTB) and F.N.B. Corporation (FNB) both beat revenue estimates but experienced stock declines.
(MBIN) Movement as an Input in Quant Signal Sets
This article provides an AI-driven quantitative analysis of Merchants Bancorp (NASDAQ: MBIN), indicating weak near and mid-term sentiment with a neutral long-term outlook. It highlights a significant short setup with an exceptional risk-reward ratio and offers three distinct institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—alongside multi-timeframe signal analysis. The analysis suggests that resistance is being tested, and if it holds, support levels are the next expectation for the stock.
Merchants Bancorp (NASDAQ:MBIN) Given Average Recommendation of "Moderate Buy" by Brokerages
Merchants Bancorp (NASDAQ:MBIN) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month target price of $43.25. The company recently surpassed quarterly earnings and revenue estimates, authorized a $100 million share buyback, and increased its quarterly dividend. Insider trading activity included a sale by Martin A. Schroeter, while institutional investors and company insiders hold significant stakes in the stock.
Does Merchants Bancorp’s (MBIN) Dividend Focus Reveal Its True Capital Allocation Priorities?
Merchants Bancorp recently declared common and preferred share dividends, reinforcing its commitment to capital returns alongside core banking operations. While this supports confidence in the balance sheet, investors should consider underlying concerns such as potential overvaluation, the bank's lower allowance for bad loans, and concentrated mortgage exposure. The article suggests exploring multiple perspectives on the bank's earnings resilience and credit risk before making investment decisions.
Royce & Associates Boosts Stake in Merchants Bancorp
Royce & Associates LP increased its stake in Merchants Bancorp (NASDAQ:MBIN) by 10.2% during Q3 2025, now owning 862,119 shares. This move suggests the investment firm sees significant growth potential in the regional bank's commercial lending, mortgage origination, and treasury management services, signaling positive momentum for its future performance. Merchants Bancorp is headquartered in Buffalo, New York, serving businesses and individuals in western and central New York.
Merchants Bancorp (NASDAQ:MBIN) Price Target Raised to $51.00 at Morgan Stanley
Morgan Stanley has increased its price target for Merchants Bancorp (NASDAQ:MBIN) to $51.00 from $42.00, maintaining an "equal weight" rating, which suggests a 17.6% upside. This follows Merchants Bancorp beating quarterly earnings expectations with an EPS of $1.28 and revenue of $185.3 million. The company's board also authorized a $100 million share buyback program.
MBIN Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Merchants Bancorp Ind (MBIN) for fiscal year 2025, including income statement, balance sheet, and cash flow data, alongside key financial ratios. It highlights a significant 94.7% decline in revenue and analyzes the company's financial health, indicating weak scores in growth, leverage, and cash flow, and low earnings quality. Despite some profitability with a 317.1% net profit margin and positive net income, the analysis suggests challenges in cash generation and a short cash runway.
EJF Capital LLC Makes New Investment in Merchants Bancorp $MBIN
EJF Capital LLC has made a new investment in Merchants Bancorp (NASDAQ:MBIN), purchasing 36,297 shares valued at approximately $1.154 million during the third quarter. This represents about 0.08% ownership of the company. Merchants Bancorp recently exceeded quarterly earnings estimates, announced a $100 million share repurchase program, and increased its quarterly dividend.
Merchants Bancorp (MBIN) CEO Petrie discloses sales of common and preferred shares
Merchants Bancorp CEO Michael F. Petrie reported open-market sales of both preferred and common shares on February 25 and 26, 2026. He sold 13,871 Series C Depositary Shares at $20.25 and 15,000 common shares between $44.00 and $44.05. Petrie retains significant direct and indirect ownership, including unvested restricted stock units and holdings through family trusts.
Does Merchants Bancorp's (MBIN) Higher Dividend Reveal a Confident or Cautious Capital Allocation Strategy?
Merchants Bancorp (MBIN) recently increased its common share dividend by 10% and maintained steady preferred payouts, signaling confidence in its current earnings power despite a tough 2025. This move is seen as an effort to return capital to shareholders, though its impact on the investment narrative beyond reinforcing confidence will depend on credit quality, loan growth, and efficiency in generating return on equity. The article also notes that the stock might be trading above fair value, and the higher payout could become a challenge if earnings growth falters.
Does Merchants Bancorp's (MBIN) Higher Dividend Reveal a Confident or Cautious Capital Allocation Strategy?
Merchants Bancorp recently increased its common dividend by 10% and maintained steady preferred share payouts, indicating confidence in its current earnings despite challenges in 2025. While this reinforces an investment narrative of capital return, the company's investment case still relies on its diversified lending model and ability to convert growth into sustainable returns, with credit quality and loan growth remaining key drivers. Investors should also consider how thinner profit margins might impact the higher dividend commitment, especially given varying fair value estimates for the stock.
A Look At Merchants Bancorp (MBIN) Valuation After Its 10% Dividend Increase
Merchants Bancorp (MBIN) recently increased its quarterly common dividend by 10% and joined the S&P 1000 index, indicating strong momentum and capital return focus. Despite a recent share price pullback, the company has shown significant long-term shareholder returns. While its P/E ratio of 12x is above some peers, an intrinsic value estimate of $135.12, compared to its current $45.33, suggests a potential undervaluation based on discounted cash flow analysis, even as analysts' target aligns closely with the current price. Investors should consider sector-specific risks and the divergence between P/E and DCF valuations.
MERCHANTS BANCORP 6% DEP SHS REPSTG 1/40TH PERP PFD SER C To Go Ex-Dividend On March 13th, 2026 With 0.375 USD Dividend Per Share
MERCHANTS BANCORP 6% DEP SHS REPSTG 1/40TH PERP PFD SER C (MBINN.US) will trade ex-dividend on March 13th, 2026. Shareholders of record on that date will receive a cash dividend of 0.375 USD per share on April 1st, 2026. The article also provides general definitions of cash and stock dividends.
Merchants Bancorp (NASDAQ:MBIN) Raises Dividend to $0.11 Per Share
Merchants Bancorp (NASDAQ:MBIN) has announced a 10% increase in its quarterly dividend to $0.11 per share, marking its eighth consecutive annual increase. The company also authorized a $100 million stock buyback program, indicating management's belief that shares may be undervalued. These actions follow a strong quarterly earnings report where Merchants Bancorp beat EPS estimates.
Merchants Bancorp Raises Quarterly Dividend to $0.11 per Share From $0.10, Payable April 1 to Holders of Record March 13
Merchants Bancorp (NasdaqCM:MBIN) has announced an increase in its quarterly common dividend from $0.10 to $0.11 per share, representing a 10% raise. The dividend is payable on April 1, 2026, to shareholders of record as of March 13, 2026. This decision reflects the company's financial performance and ongoing commitment to returning value to its investors.
Denali Advisors LLC Raises Position in Merchants Bancorp $MBIN
Denali Advisors LLC has increased its stake in Merchants Bancorp (NASDAQ:MBIN) by 19.4%, now holding 239,414 shares valued at $7.6 million. Other institutional investors have also boosted their positions, with roughly 24.6% of the stock owned by hedge funds and institutions. Merchants Bancorp reported strong Q4 earnings, beating analyst estimates, and announced a $100 million share buyback program.
Assessing Merchants Bancorp (MBIN) Valuation After A Strong Multi‑Month Share Price Rally
Merchants Bancorp (MBIN) has experienced a significant share price rally, prompting a valuation assessment. While its P/E ratio of 12.5x is slightly above peers, it's below the industry average and suggests undervaluation compared to its estimated fair P/E of 16.3x, considering forecasted growth. However, a discounted cash flow (DCF) model indicates an even greater undervaluation, suggesting its cash generation might not be fully reflected in the current earnings multiple.
Merchants Bancorp (NASDAQ:MBIN) Insider Sells $253,330.00 in Stock
Merchants Bancorp (NASDAQ:MBIN) insider Martin Schroeter sold 5,500 shares of the company's stock for $253,330.00 on February 10th, reducing his holding by over 33%. This transaction follows a strong Q4 earnings report where the company surpassed revenue and EPS expectations, and the board authorized a $100 million share repurchase program. Analysts currently have an average "Moderate Buy" rating for MBIN with an average price target of $41.00.
Merchants Bank: no jerks allowed
Merchants Bank is fostering a culture of "no jerks allowed," emphasizing Hoosier values of respect and hospitality for both employees and customers. CEO Mike Dunlap credits this unique approach, which includes not tolerating rude behavior from customers, as the key to their success and high employee satisfaction. The bank's model also involves fewer physical branches to offer higher interest rates, and they incentivize employees to volunteer in the community through the MPACT program.
Stocks making big moves yesterday: Shopify, Snowflake, Ryan Specialty, Merchants Bancorp, and Hims & Hers Health
This article details the significant stock movements of several companies on Monday, February 10, 2026. Shopify and Merchants Bancorp saw gains due to positive analyst commentary and index inclusion, respectively. Snowflake rose as analysts suggested the "SaaSpocalypse" sell-off created buying opportunities. Conversely, Ryan Specialty fell due to concerns over proposed Florida insurance legislation, and Hims & Hers Health dropped after discontinuing its copycat Wegovy drug due to regulatory pressure.
Merchants Bancorp chairman and CEO sells $439k in shares
Merchants Bancorp Chairman and CEO Michael F. Petrie sold over $439,000 worth of Series C Depositary Shares in early February 2026. These sales occurred while the company's stock was trading near its 52-week high and after strong recent performance. Concurrently, Merchants Bancorp's Board of Directors approved a $100 million stock repurchase program to enhance shareholder value.
Merchants Bancorp chairman and CEO sells $439k in shares By Investing.com
Merchants Bancorp's Chairman and CEO, Michael F. Petrie, sold 21,759 Series C Depositary Shares totaling $439,531 in early February 2026. These sales occurred while the stock was near its 52-week high and followed strong performance, including a 47.44% return over the last six months. The company also announced a $100 million stock repurchase program to enhance shareholder value.
Merchants Bancorp Index Entry Spurs Fresh Look At Valuation And Risks
Merchants Bancorp (NasdaqCM:MBIN) is joining the S&P SmallCap 600 index, a move that could heighten attention from institutional investors, impact trading dynamics, and shift the stock's peer comparison group. The company's valuation appears favorable, trading below analyst targets and Simply Wall St's fair value estimate, with strong recent momentum. Key considerations include potential changes in trading volumes and P/E ratio post-inclusion, alongside a noted risk of a relatively low allowance for bad loans.
Merchants Bancorp Joins S&P SmallCap 600: Stock Gains 36% YTD - News and Statistics
Merchants Bancorp (MBIN) saw its shares surge following the announcement that it would be added to the S&P SmallCap 600 index, effective February 11, 2026. This news comes after a strong financial quarter where the company exceeded analyst expectations for earnings and revenue, driving its year-to-date stock performance up by 36.3% to a new 52-week high. The inclusion in the S&P SmallCap 600 is expected to attract further investment as index-tracking funds adjust their portfolios.
Merchants Bancorp (MBIN) Shares Rise—Here's the Reason
Merchants Bancorp (MBIN) saw its stock rise by 7.7% after S&P Dow Jones Indices announced its inclusion in the S&P SmallCap 600 index, effective February 11, 2026. This move is expected to drive demand for its shares from index-tracking funds. The news follows a strong fourth-quarter 2025 performance where the company exceeded analyst expectations for earnings and revenue, contributing to a 36.3% rise in its stock year-to-date.
Merchants Bancorp stock hits 52-week high at $45.29
Merchants Bancorp (MBIN) stock reached a new 52-week high of $45.29, reflecting positive market sentiment and robust performance. The company has a market capitalization of $2.04 billion and a P/E ratio of 11.16, with a 5.66% stock value increase over the past year. Additionally, the Board of Directors approved a stock repurchase program of up to $100 million, set to expire on December 31, 2027, aimed at managing capital and enhancing shareholder value.
