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 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.
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 (MBIN) Stock Trades Up, Here Is Why
Merchants Bancorp's stock (MBIN) surged after S&P Dow Jones Indices announced its addition to the S&P SmallCap 600 index, effective February 11, 2026. This inclusion is expected to drive demand from index-tracking funds. The news follows a strong fourth-quarter 2025 earnings report where the company surpassed Wall Street expectations for both earnings and revenue.
Merchants Bancorp (NASDAQ:MBIN) Given Average Recommendation of "Moderate Buy" by Brokerages
Five analysts currently cover Merchants Bancorp (NASDAQ:MBIN), providing a consensus "Moderate Buy" rating with an average 12-month price target of $41.00. The company recently surpassed quarterly earnings estimates, reporting $1.28 EPS against a $0.94 estimate and $193.5 million in revenue compared to $170.8 million. Additionally, the board approved a $100 million share buyback, and the stock trades near its 12-month high with a market cap of $1.95 billion and a 0.9% dividend yield.
TreeHouse Foods exits index as Merchants Bancorp steps in
Merchants Bancorp (MBIN) will replace TreeHouse Foods (THS) in the S&P SmallCap 600 index effective before market open on February 11, 2026. This change is due to Investindustrial and its affiliates acquiring TreeHouse Foods, which is expected to close soon. The deletion of THS potentially impacts liquidity and price, while MBIN's inclusion may trigger increased buying from index-tracking funds.
Merchants Bancorp Set to Join S&P SmallCap 600
Merchants Bancorp (MBIN) is slated to replace TreeHouse Foods Inc. (THS) in the S&P SmallCap 600, effective prior to the opening of trading on Wednesday, February 11, 2026. This change occurs as Investindustrial S.A. and its affiliates are expected to complete their acquisition of TreeHouse Foods. S&P Dow Jones Indices, a division of S&P Global, facilitates this index adjustment.
Merchants Bancorp (NASDAQ:MBIN) Upgraded by Zacks Research to "Strong-Buy" Rating
Zacks Research has upgraded Merchants Bancorp (NASDAQ:MBIN) to a "strong-buy" rating, despite an overall mixed analyst consensus of "Moderate Buy" and an average target price of $41.00. The company recently reported strong quarterly earnings, surpassing analyst estimates for both EPS and revenue, and boasts healthy profitability metrics. Additionally, Merchants Bancorp's board has approved a $100 million share buyback program, signaling management's belief that the stock is undervalued.
Regional Banks Stocks Q4 Teardown: First Citizens BancShares (NASDAQ:FCNCA) Vs The Rest
The article provides a Q4 earnings teardown for regional bank stocks, focusing on First Citizens BancShares (FCNCA) and comparing its performance against peers. It highlights key trends affecting regional banks, such as interest rate impacts, fintech competition, and commercial real estate exposure. The report details the Q4 results for First Citizens BancShares, Merchants Bancorp (best performer), The Bancorp (weakest performer), First Interstate BancSystem, and Westamerica Bancorporation.
Merchants Bancorp (MBIN) Price Target Increased by 14.52% to 48.28
The average one-year price target for Merchants Bancorp (MBIN) has been raised by 14.52% to $48.28 per share, up from $42.16. This new target implies a 14.82% increase from the last closing price of $42.05. Institutional ownership data shows a decrease in the number of funds holding MBIN, but some key shareholders like Macquarie Group and Royce & Associates have increased their positions.
Why Merchants Bancorp (MBIN) Might be Well Poised for a Surge
Merchants Bancorp (MBIN) is showing strong potential for growth due to a noticeable improvement in its earnings outlook and rising analyst estimates. The company has a Zacks Rank #1 (Strong Buy), indicating significant positive revisions in earnings estimates for both the current quarter and the full year. This positive trend suggests that MBIN, which has already seen a 19.3% stock increase recently, may continue its upward momentum.
Merchants Bancorp And 2 Other Growth Stocks Insiders Are Banking On
Amidst a robust start to February in the U.S. stock market, this article highlights growth companies with significant insider ownership as appealing investment opportunities. It spotlights Merchants Bancorp (MBIN), Agora (API), and Nuvation Bio (NUVB), detailing their insider ownership, growth forecasts, recent financial performance, and strategic developments that suggest strong potential. The report emphasizes that insider confidence, combined with favorable market conditions, could make these companies attractive to investors seeking growth.
Is Merchants Bancorp (MBIN) Outperforming Other Finance Stocks This Year?
Merchants Bancorp (MBIN) has outperformed the broader Finance sector year-to-date, returning 21.7% compared to the sector's average gain of 18%. The company holds a Zacks Rank of #2 (Buy), indicating a positive earnings outlook. Sun Hung Kai Properties Ltd. (SUHJY) is another Finance stock showing strong performance, with a 30.9% return.
Ballast Asset Management LP Purchases 61,418 Shares of Merchants Bancorp $MBIN
Ballast Asset Management LP increased its stake in Merchants Bancorp (NASDAQ:MBIN) by 80.3%, acquiring an additional 61,418 shares to hold a total of 137,887 shares, valued at approximately $4.39 million. This makes Merchants Bancorp its 19th largest position, representing about 2.0% of Ballast Asset Management LP's portfolio. Other institutional investors have also adjusted their holdings in MBIN, which recently reported strong quarterly earnings and authorized a $100 million share buyback program.
Does Merchants Bancorp's (MBIN) Buyback and Stronger Balance Sheet Redefine Its Investment Story?
Merchants Bancorp (MBIN) recently reported Q4 and full-year 2025 results, showing lower net income and EPS year-over-year but authorizing a US$100 million share repurchase program and highlighting a record tangible book value and improved asset quality. Investors are re-evaluating MBIN's investment narrative, focusing on its strengthening balance sheet and capital return plan despite the recent earnings dip. The key catalysts for its stock include continued improvement in loan quality, management's use of the buyback program, and shifts in loan demand.
27,630 Shares in Merchants Bancorp $MBIN Acquired by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd recently acquired 27,630 shares of Merchants Bancorp (NASDAQ:MBIN) valued at approximately $879,000, representing 0.06% ownership. This move comes as other institutional investors have also adjusted their holdings in the company. Merchants Bancorp recently surpassed its quarterly earnings and revenue estimates and announced a $100 million stock buyback program.
Merchants Bancorp Buyback Highlights Confidence In Multifamily Gains And Asset Quality
Merchants Bancorp (NasdaqCM:MBIN) has initiated a $100 million share repurchase program following a strong fourth quarter with better-than-expected earnings and record gains on multifamily loans. Despite full-year net income being lower than the previous year, the buyback signals management's confidence in current valuations and the company's asset quality. This move, combined with recent stock gains, positions MBIN for continued capital returns and suggests a positive outlook for its core lending operations.
Morgan Stanley Maintains Merchants Bancorp(MBIN.US) With Hold Rating, Raises Target Price to $42
Morgan Stanley has reiterated its "Hold" rating for Merchants Bancorp (MBIN.US) and increased its target price from $40 to $42. This adjustment comes from analyst Manan Gosalia, who has a 58.1% success rate and an 8.6% average return over the past year according to TipRanks data. The information provided is for informational purposes and not an investment recommendation.
Merchants Bancorp (MBIN) Margin Compression Challenges Bullish Earnings Growth Narratives
Merchants Bancorp (MBIN) closed FY 2025 with Q4 revenue of US$157.5 million and EPS of US$1.28, but experienced significant margin compression, with trailing 12-month net profit margin falling to 30.8% from 43.9% a year earlier. This decline in margins and trailing net income from US$283.7 million to US$173.6 million challenges bullish earnings growth narratives despite forecasts for future growth. Additionally, a low loan loss allowance of 42% raises concerns about the bank's ability to absorb potential credit costs.
Merchants Bancorp earnings beat by $0.34, revenue topped estimates
Merchants Bancorp reported strong fourth-quarter results, with EPS of $1.28, significantly beating analyst estimates of $0.94 by $0.34. The company also surpassed revenue expectations, bringing in $185.29 million against a consensus estimate of $170.8 million. Despite a recent 12-month decrease, the stock has shown a 12.06% increase in the last three months, with its financial health rated as "fair performance" by InvestingPro.
Merchants Bancorp (NASDAQ:MBIN) to Buyback $100.00 million in Shares
Merchants Bancorp (NASDAQ: MBIN) has announced a $100 million share buyback program, indicating that its board believes the stock is undervalued. The company recently surpassed quarterly earnings estimates and maintains a strong financial position with a 17.7% net margin and 15.2% return on equity. Despite a recent slight dip in share price, analysts forecast solid earnings per share for the current fiscal year and have provided a "Hold" consensus rating with a target price of $40.25.
Merchants Bancorp (MBIN) Tops Q4 Earnings and Revenue Estimates
Merchants Bancorp (MBIN) exceeded Q4 earnings and revenue estimates, reporting $1.28 per share against an expected $0.94, and revenues of $185.29 million, beating the consensus by 7.81%. The company has outperformed the S&P 500 year-to-date, with its stock adding 3.7% compared to the S&P 500's 1.9% gain. While future performance depends on management's commentary, the stock currently holds a Zacks Rank #3 (Hold).
Board clears up to $100M to buy back Merchants Bancorp shares
Merchants Bancorp (NASDAQ: MBIN) has announced a stock repurchase program authorizing the buyback of up to $100 million of common stock, valid through December 31, 2027. The program allows for open market purchases at management's discretion but does not obligate the company to repurchase shares. Following this news, the stock saw a positive market reaction, gaining 5.49%.
Merchants Bancorp Announces $100 Million Stock Repurchase Program
Merchants Bancorp announced its Board of Directors has approved a stock repurchase program for up to $100 million of its common stock. The program will expire on December 31, 2027, and allows Merchants to acquire shares in the open market or otherwise, based on market conditions and the company's financial and regulatory status. The repurchase program is discretionary and may be modified or discontinued at any time.
Merchants Bancorp Reports Fourth Quarter 2025 Results
Merchants Bancorp reported its fourth-quarter 2025 financial results, showing a net income of $67.8 million, down 29% year-over-year but up 24% from the prior quarter. The company achieved record high tangible book value and improved asset quality, with significant reductions in criticized loans and delinquencies. Management expressed confidence in the company's strategic positioning and operational momentum for 2026.
Merchants Bancorp (NASDAQ:MBIN) Reports Strong Q4 CY2025
Merchants Bancorp (NASDAQ:MBIN) exceeded Q4 CY2025 revenue and EPS expectations, reporting $185.3 million in sales and GAAP profit of $1.28 per share. The company achieved a record tangible book value of $37.51 per share and improved asset quality, with total assets reaching an all-time high of $19.4 billion. Despite a slight year-on-year revenue decline, strong net interest income and a robust long-term growth rate position Merchants Bancorp positively for 2026.
Merchants Bancorp announces $100 million stock repurchase program
Merchants Bancorp (NASDAQ:MBIN) has announced a new stock repurchase program of up to $100 million of its common stock, set to expire on December 31, 2027. The program allows the Indiana-based bank holding company to acquire shares in the open market, subject to market conditions, economic factors, and the company's financial and regulatory status. Merchants Bancorp, which has maintained dividend payments for nine consecutive years, reported $19.4 billion in assets and $13.0 billion in deposits as of December 31, 2025.
Merchants Bancorp Reports Fourth Quarter 2025 Results
Merchants Bancorp reported sequential improvements in net income ($67.8 million) and asset quality for Q4 2025, reaching record-high total assets ($19.4 billion) and tangible book value per common share ($37.51). Despite a decrease in full-year 2025 net income and diluted EPS compared to 2024, the company emphasized strengthened credit quality, reduced non-performing loans, and strong liquidity, positioning itself for growth in 2026. This positive trajectory was driven by increased net interest income, lower provision for credit losses, and a record gain on sale of multi-family loans.
Assessing Merchants Bancorp (MBIN) Valuation As Investor Focus Builds Before Upcoming Earnings
Merchants Bancorp (MBIN) is attracting investor attention ahead of its upcoming earnings report, with its stock trading below its one-year level and showing an 11.26% return over the last 90 days. The company's P/E ratio of 8.1x is considered inexpensive compared to peers and the broader financial sector, and a discounted cash flow model suggests it could be significantly undervalued. Investors are encouraged to consider the company's valuation metrics and risks before earnings.
Merchants Bancorp (MBIN) Reports Q4: Everything You Need To Know Ahead Of Earnings
Merchants Bancorp (MBIN) is set to report its Q4 earnings on Wednesday, with analysts expecting an 11.3% year-on-year revenue decline to $171.9 million and adjusted earnings of $0.94 per share. Despite past revenue misses, analysts have reaffirmed their estimates. The regional banks segment, including MBIN, has seen positive investor sentiment, with MBIN's shares up 5.8% over the last month.
How Merchants Bancorp Depositary Shares Each Representing A 1/40th Interest In A Share Of 8.25% Fixed-rate Reset Series D Non-cumulative Perpetual Preferred Stock (MBINM) Affects Rotational Strategy Timing
This article analyzes Merchants Bancorp Depositary Shares (MBINM) and its impact on rotational trading strategies, noting a neutral sentiment across all time horizons that favors a wait-and-see approach despite a current breakout. It outlines specific trading strategies—position, momentum breakout, and risk hedging—with entry zones, targets, and stop losses. The analysis also provides multi-timeframe signal data concerning support and resistance levels.
Merchants Bancorp (MBIN) to Release Earnings on Wednesday
Merchants Bancorp (NASDAQ:MBIN) is scheduled to release its Q4 2025 earnings after the market closes on Wednesday, January 28th, with analysts expecting $0.94 EPS and $170.8 million in revenue. The company previously beat estimates in Q3 2025, reporting $0.97 EPS and $171.07 million in revenue. MBIN currently trades at a P/E of 7.89, has a $1.57 billion market cap, and pays a quarterly dividend of $0.10, carrying a consensus "Hold" rating with an average price target of $40.25.
Merchants Bancorp Shareholders are Encouraged to Reach Out
Johnson Fistel, PLLP is investigating Merchants Bancorp (NASDAQ: MBIN) for potential securities law violations, focusing on whether the company misrepresented or failed to disclose information to investors, causing losses. The firm is encouraging shareholders who suffered losses to join their investigation and also highlights the SEC Whistleblower program for individuals with nonpublic information. Johnson Fistel is a shareholder rights law firm with a national presence.
Merchants Bancorp (NASDAQ:MBIN) Receives Consensus Recommendation of "Hold" from Brokerages
Merchants Bancorp (NASDAQ:MBIN) has received a consensus "Hold" rating from five brokerages, with an average 12-month price target of $40.25. The company recently surpassed earnings expectations, reporting $0.97 EPS against an anticipated $0.79, and recorded revenue of $171.07 million. Institutional investors have significantly altered their holdings, with several large firms increasing their positions in the bank holding company.
Trading the Move, Not the Narrative: (MBINN) Edition
This article analyzes Merchants Bancorp Depositary Shares (MBINN) with a focus on trading strategies rather than foundational narratives. It provides key findings including strong near-term sentiment, potential resistance testing, and an exceptional risk-reward short setup. The piece outlines specific trading strategies for different risk profiles—position trading, momentum breakout, and risk hedging—along with multi-timeframe signal analysis.
Responsive Playbooks and the MBINM Inflection
This article analyzes Merchants Bancorp Depositary Shares (NASDAQ: MBINM), identifying a full alignment in neutral sentiment across all time horizons, suggesting a wait-and-see approach. It highlights elevated downside risk due to a lack of additional long-term support signals. The report also provides three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles.
Does Merchants Bancorp’s Valuation Reflect Its Recent Share Price Rebound in 2025?
Merchants Bancorp (MBIN) has seen a recent share price rebound but is still considered undervalued according to Simply Wall St's analysis. The Excess Returns model indicates a 47.1% undervaluation, while comparing its P/E ratio across the industry and its proprietary "Fair Ratio" also suggests the stock is trading at a significant discount to its fundamental value. This analysis aims to help investors understand the potential underlying value beyond current market movements.
Does Merchants Bancorp’s Valuation Reflect Its Recent Share Price Rebound in 2025?
Merchants Bancorp (MBIN) has seen a recent share price rebound but is still down 5.0% over the last year, despite strong long-term growth. Analysis using the Excess Returns model and Price to Earnings (PE) ratio suggests the stock is significantly undervalued. Simply Wall St's framework indicates a 5/6 valuation check, pointing to undervaluation across key metrics.
Merchants Bancorp $MBIN Shares Sold by FJ Capital Management LLC
FJ Capital Management LLC significantly reduced its stake in Merchants Bancorp (NASDAQ:MBIN) by 24.5% during the second quarter, selling over 77,000 shares. Despite this, Merchants Bancorp recently exceeded earnings expectations and declared a quarterly dividend of $0.10. The company currently holds an average "Hold" rating from analysts with an average price target of $40.25.
Ex-Dividend Reminder: Stellar Bancorp, Prosperity Bancshares and Merchants Bancorp
Stellar Bancorp Inc (STEL), Prosperity Bancshares Inc. (PB), and Merchants Bancorp (Indiana) (MBIN) are set to trade ex-dividend on December 15, 2025, for their upcoming quarterly dividends. Based on recent stock prices, Stellar Bancorp's dividend yields approximately 0.47%, Prosperity Bancshares 0.82%, and Merchants Bancorp 0.28%. Investors may consider the historical dividend stability to estimate future annual yields.
