GBCI: Future Dividend Stability Will Drive Stronger Shareholder Return Profile

Analysts have trimmed their price target on Glacier Bancorp by approximately 0.50 dollars to 53.33 dollars. This reflects modestly lower revenue growth assumptions, partially offset by slightly improved profit margins and a higher expected future P/E multiple.

What's in the News

• Board of directors scheduled a meeting for November 12, 2025, with the agenda to consider declaring the next quarterly dividend, reflecting continued attention to shareholder returns (company event filing)
• Reported third quarter 2025 net charge offs of 2.9 million dollars, up from 1.6 million dollars in the prior quarter and slightly above 2.8 million dollars a year earlier, indicating a modest deterioration in credit quality trends (company results disclosure)

Valuation Changes

• The fair value estimate decreased slightly from 53.83 dollars to 53.33 dollars per share, reflecting modestly lower intrinsic value expectations.
• The discount rate increased slightly from 7.01 percent to 7.15 percent, implying a marginally higher required return for shareholders.
• The revenue growth forecast has been trimmed from approximately 23.54 percent to 22.46 percent, signaling slightly more conservative top line assumptions.
• The net profit margin expectation has risen modestly from about 36.14 percent to 36.89 percent, indicating improved efficiency in converting revenue to earnings.
• The future P/E multiple has increased meaningfully from 15.29 times to 17.11 times, suggesting a higher valuation being placed on expected earnings.