EFSC

Enterprise Financial Services reported Q3 2026 revenue of $187.82 million, down 8.4% year-over-year and missing consensus estimates by 1.05%. EPS of $1.17 fell short of the $1.38 estimate by 15.22%.

While the company matched Net Interest Margin expectations at 4.3% and beat on Efficiency Ratio (58.9% vs. 60.7% estimate), it underperformed on nonperforming loans and assets, and missed on noninterest income. The stock holds a Zacks Rank #2 (Buy) rating.

Enterprise Financial Services reported Q3 earnings of $1.17 per share, missing the consensus estimate of $1.38 per share, representing a -15.22% earnings surprise. Revenues of $187.82 million also missed estimates by 1.05%.

The company has only surpassed consensus EPS estimates once in the last four quarters. Despite underperforming the market year-to-date, EFSC maintains a Zacks Rank #2 (Buy) rating based on favorable estimate revision trends.

Enterprise Financial Services is expected to report Q3 2026 earnings of $1.38 per share, up 15% year-over-year, but with revenues declining 7.6%. The stock carries a negative Earnings ESP of -5.07% combined with a Zacks Rank #2, making it difficult to predict an earnings beat. The company has a poor recent track record, missing consensus estimates in 3 of the last 4 quarters.

Enterprise Financial Services (EFSC), a Midwest-based financial holding company, presents an attractive dividend investment opportunity with a 2.34% yield and strong dividend growth of 14.8% year-over-year. The company maintains a conservative 27% payout ratio and holds a Zacks Rank #2 (Buy) rating, though earnings growth is expected to be modest at 0.57% for 2026.

Huntington Bancshares is expected to report Q3 2026 earnings of $0.38 per share, representing a 5% year-over-year decline, though revenues are projected to rise 31.2% to $2.82 billion. The consensus EPS estimate has been revised 6.75% lower over the last 30 days. With an Earnings ESP of 0% and a Zacks Rank of #5, the stock is not considered a compelling earnings-beat candidate.