National Bank Holdings stock reports Q2 growth despite EPS miss

Published on 10/01/2026 at 01:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

National Bank Holdings stock posted USD 129.94 million in Q2 revenue, up 23.40 percent year over year. EPS of USD 0.78 missed the USD 0.81 consensus on July 21, 2026.

NBHC, US6325361066, Illustration mit AI erstellt.

National Bank Holdings stock (ISIN US6325361066) is anchored by a mixed second-quarter result: revenue reached USD 129.94 million, while diluted EPS came in at USD 0.78. MarketBeat reported that the July 21, 2026 result missed the USD 0.81 consensus EPS estimate and the USD 135.08 million revenue estimate.

Revenue grows while EPS misses

The revenue figure increased 23.40 percent from the same quarter a year earlier, but earnings per share fell from USD 0.88 in the prior-year quarter to USD 0.78. That combination gives investors a clear split signal: operating scale expanded, while per-share profitability weakened.

The earnings comparison also shows why the consensus gap matters. EPS missed by USD 0.03, and revenue fell USD 5.14 million short of the USD 135.08 million estimate cited by MarketBeat, putting execution against expectations ahead of the headline growth rate.

Analyst target stays above quote

MarketBeat reported on September 21, 2026 that five analysts carried a Moderate Buy consensus, with three Buy ratings and two Hold ratings. The average one-year price target was USD 47.67, compared with the USD 39.19 NYSE quote on September 30, 2026.

MarketBeat also cited a USD 51.00 target from Piper Sandler after a reduction from USD 52.00 and a USD 46.00 target from Stephens after a downgrade to Equal Weight. Those views leave the analyst picture constructive on valuation, but less uniform on near-term earnings execution.

Stock remains below yearly high

National Bank Holdings was last at USD 39.19 on the NYSE on September 30, 2026 at 4:00 p.m. ET. Its 52-week range was USD 35.06 to USD 47.28, and market capitalization stood at USD 1.8 billion on the same date.