View Future GrowthAmerant Bancorp 過去の業績過去 基準チェック /46Amerant Bancorpの収益は年間平均-24.3%の割合で減少していますが、 Banks業界の収益は年間 増加しています。収益は年間3.7% 3.6%割合で 増加しています。 Amerant Bancorpの自己資本利益率は6.2%であり、純利益率は14.4%です。主要情報-24.28%収益成長率-26.52%EPS成長率Banks 業界の成長11.18%収益成長率3.62%株主資本利益率6.17%ネット・マージン14.41%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Jul 24Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.54 (down from US$0.55 in 2Q 2025). Revenue: US$96.0m (down 7.9% from 2Q 2025). Net income: US$21.0m (down 8.5% from 2Q 2025). Profit margin: 22% (in line with 2Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Apr 24First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.44 (up from US$0.28 in 1Q 2025). Revenue: US$89.9m (up 3.3% from 1Q 2025). Net income: US$17.9m (up 50% from 1Q 2025). Profit margin: 20% (up from 14% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 01Amerant Bancorp Inc. to Report Q1, 2026 Results on Apr 23, 2026Amerant Bancorp Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$396.7m (up 45% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (up from 68.5% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Jan 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$394.2m (up 44% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (down from 89.2% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jan 07Amerant Bancorp Inc. to Report Q4, 2025 Results on Jan 22, 2026Amerant Bancorp Inc. announced that they will report Q4, 2025 results After-Market on Jan 22, 2026すべての更新を表示Recent updatesMajor Estimate Revision • Jul 30Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$397.3m to US$406.3m. EPS estimate increased from US$1.81 to US$2.19 per share. Net income forecast to grow 71% next year vs 12% growth forecast for Banks industry in the US. Consensus price target up from US$27.25 to US$30.63. Share price rose 15% to US$29.61 over the past week.お知らせ • Jul 29Amerant Bancorp Inc. and Amerant Bank, N.A. Appoint Yecimar Tirado Camacho as Executive Vice President and Chief Risk Officer, Effective July 22, 2026Amerant Bancorp Inc. and its subsidiary, Amerant Bank, N.A. announced that the Company and the Bank appointed Yecimar Tirado Camacho, who had been serving as Senior Vice President and Head of Internal Audit of the Company and the Bank, as Executive Vice President and Chief Risk Officer of the Company and the Bank, effective July 22, 2026. Prior to her appointment as Chief Risk Officer, Mrs. Tirado served as EVP and Head of Internal Audit of the Company and the Bank since July 2023, where she was responsible for leading the internal audit function, overseeing audit coverage across key risk disciplines, managing regulatory engagement and validation activities, and reporting to the Audit Committee regarding risk trends, control effectiveness, remediation efforts, and organizational risk culture. Before joining Amerant, Mrs. Tirado served as Vice President and Head of Internal Audit at Oportun from 2019 to 2023, where she led the internal audit function and provided oversight of audit coverage across technology, operational, compliance, legal, strategic, fraud, and credit risk areas. Previously, she held senior internal audit leadership positions with First Horizon National Corporation/Capital Bank and Capital Bank Corp., including serving as Internal Audit Director. Earlier in her career, Mrs. Tirado held audit and fraud investigation roles with Ocean Bank, General Motors, and Doral Financial Corporation. Mrs. Tirado is a Certified Public Accountant and an Attorney admitted to the Florida Bar, and holds a Juris Doctor degree and a B.B.A. in Accounting from the University of Puerto Rico.Price Target Changed • Jul 28Price target increased by 12% to US$30.63Up from US$27.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$30.58. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$2.19 for next year compared to US$1.26 last year.Declared Dividend • Jul 27Second quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 8.4% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 33% over the next year, which should provide support to the dividend and adequate earnings cover.ナラティブ更新 • Jul 25AMTB: Profitability Reset And Venezuela Deposits Will Shape Future Risk Reward BalanceThe analyst price target for Amerant Bancorp has been raised from $25.75 to $28.50 as analysts factor in updated assumptions around revenue growth, profitability, and future P/E. This follows recent research that highlights the company's efforts to restore profitability, balance loan growth, manage expenses, and grow Venezuela linked deposits and wealth income, while acknowledging ongoing execution challenges.Reported Earnings • Jul 24Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.54 (down from US$0.55 in 2Q 2025). Revenue: US$96.0m (down 7.9% from 2Q 2025). Net income: US$21.0m (down 8.5% from 2Q 2025). Profit margin: 22% (in line with 2Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jul 24Amerant Bancorp Inc. Declares Cash Dividend, Payable on August 28, 2026Amerant Bancorp Inc. announced that, on July 22, 2026, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on August 28, 2026, to shareholders of record at the close of business on August 14, 2026.お知らせ • Jun 29+ 5 more updatesAmerant Bancorp Inc.(NYSE:AMTB) dropped from Russell 2500 Growth BenchmarkAmerant Bancorp Inc.(NYSE:AMTB) dropped from Russell 2500 Growth Benchmarkお知らせ • Jun 27+ 1 more updateAlberto Capriles Plans to Retire as Senior Executive Vice President and Chief Risk Officer of Amerant Bancorp Inc. and Amerant BankAmerant Bancorp Inc. had Alberto Capriles notify the Company of his plan to retire as Senior Executive Vice President and Chief Risk Officer of the Company and its subsidiary, Amerant Bank, N.A. effective on the appointment date of his successor. Following the appointment of a successor, Mr. Capriles was expected to continue his employment for a period of time with the Company and the Bank to assist, among other things, with the Chief Risk Officer transition.ナラティブ更新 • Jun 24AMTB: Profitability Plan And Venezuela Deposits Will Shape A Balanced OutlookAnalysts have inched their average price target on Amerant Bancorp stock higher to about $26, a roughly $1 increase. They cite clearer visibility into the company's plan to restore profitability, balance loan growth in a competitive Florida market, control expenses while still investing in the franchise, and build on Venezuela linked deposits and wealth income, even as they flag ongoing execution risks.ナラティブ更新 • Jun 09AMTB: Profitability Plan And Venezuela Deposits Will Support A More Constructive OutlookAnalysts have nudged their fair value estimate for Amerant Bancorp to $25.75 from $25.50, reflecting updated assumptions around revenue growth, profit margins, and future P/E following recent research that highlights the company's plan to restore profitability, balance loan growth with expenses, and grow Venezuela linked deposits and wealth income. Analyst Commentary Recent research commentary around Amerant Bancorp centers on how the updated fair value ties back to the company's execution on its current plan, especially after a Q1 profitability setback.Buy Or Sell Opportunity • Jun 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$21.61. The fair value is estimated to be US$27.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.5% in a year. Earnings are forecast to grow by 27% in the next year.お知らせ • Jun 01Amerant Bancorp Inc. and Amerant Bank, N.A. Announce Appointment of Adrian Rodriguez as Executive Vice President and Chief Operating Officer, Effective May 26, 2026Amerant Bancorp Inc. and Amerant Bank, N.A. had appointed Adrian Rodriguez as Executive Vice President and Chief Operating Officer, effective as of May 26, 2026. Mr. Rodriguez, age 42, had been serving as Interim Chief Operating Officer since November 10, 2025, having previously served, since 2022, as Executive Vice President and Head of Loan Operations, and in such role was responsible for managing loan and credit operations, including legal documentation and closings, servicing, loan accounting, and regulatory compliance. From 2019 to 2022, Mr. Rodriguez served as Senior Vice President and Internal Controls Manager, overseeing the Company's SOX compliance framework and third-party vendor risk management. He played a key role in the sale of the Houston franchise in 2024, the transition to a new core banking platform in 2023, and the Company's initial public offering in 2018. Mr. Rodriguez had more than 13 years of management experience in the banking industry and previously spent five years in public accounting, focusing on audits of financial institutions. He earned a Bachelor of Business Administration in 2007 and an MBA in 2010, both from Florida International University.ナラティブ更新 • May 26AMTB: Higher Future P/E Assumptions Will Support A More Constructive OutlookAmerant Bancorp's analyst price target has shifted from $24.50 to $25.50, as analysts factor in updated assumptions on discount rate, revenue growth, profit margin, a higher future P/E, and the recent $1 price target change cited in Street research. Analyst Commentary Analysts recently raised their published price target on Amerant Bancorp by US$1, which is consistent with the higher US$25.50 target discussed above.お知らせ • May 22+ 1 more updateAmerant Bancorp Inc. Appoints Carlos Iafigliola as President, Effective May 18, 2026Amerant Bancorp Inc. announced that its Board of Directors has appointed Carlos Iafigliola as President, effective May 18, 2026. Mr. Iafigliola has served as Interim Chief Executive Officer since November 2025. Mr. Iafigliola brings nearly three decades of experience in the financial services industry. Since November 2025, he has served as Interim Chief Executive Officer of both the Company and the Bank. He previously served as SEVP, and Chief Operating Officer of Amerant, where he led the Bank’s core conversion, the sale of the Company’s Houston franchise, and broader operational streamlining initiatives. He has also played a key role in advancing the Company’s digital transformation and operational modernization efforts. In that role, he oversaw critical areas including loan and deposit operations, treasury management, technology and digital services, project management, and branch expansion. Prior to serving as COO, Mr. Iafigliola served as EVP, Chief Financial Officer from 2020 to 2023. Earlier in his career at Amerant, he held positions of increasing responsibility, including Treasury Manager and Asset & Liability Manager.Upcoming Dividend • May 11Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.4%).Major Estimate Revision • Apr 30Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$415.8m to US$396.2m. EPS estimate also fell from US$2.06 per share to US$1.78 per share. Net income forecast to grow 25% next year vs 13% growth forecast for Banks industry in the US. Consensus price target up from US$24.50 to US$25.50. Share price fell 3.3% to US$22.87 over the past week.Declared Dividend • Apr 27First quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 15th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 25% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.44 (up from US$0.28 in 1Q 2025). Revenue: US$89.9m (up 3.3% from 1Q 2025). Net income: US$17.9m (up 50% from 1Q 2025). Profit margin: 20% (up from 14% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Seeking Alpha • Apr 24Q1 Snapshot Of Amerant Bancorp Is Still Not A Compelling PictureSummary Amerant Bancorp Inc. reported Q1 2026 EPS of $0.44, beating estimates, but revenue of $97.7M missed expectations. Despite outperforming the S&P 500, AMTB's shrinking loan portfolio and declining yields raise concerns about growth and profitability. I maintain a Hold rating, citing insufficient improvement in key performance metrics and a cautious outlook on asset quality and deposit trends. AMTB's dividend yield remains low at 1.5%, with the payout unchanged since Q1 2022 and safety supported by recent earnings. Read the full article on Seeking Alphaお知らせ • Apr 24+ 1 more updateAmerant Bancorp Inc. Declares Cash Dividend, Payable on May 29, 2026Amerant Bancorp Inc. announced that, on April 22, 2026, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on May 29, 2026, to shareholders of record at the close of business on May 15, 2026.ナラティブ更新 • Apr 23AMTB: Updated Discount Rate And P/E Assumptions Will Shape Balanced Risk RewardAnalysts have raised Amerant Bancorp's price target by $2 to $24.50, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E in their refreshed models. Analyst Commentary Recent research updates highlight that analysts are refining their models for Amerant Bancorp and adjusting price targets.お知らせ • Apr 22Amerant Bancorp Inc., Annual General Meeting, Jun 02, 2026Amerant Bancorp Inc., Annual General Meeting, Jun 02, 2026.ナラティブ更新 • Apr 07AMTB: Leadership Transition And Credit Updates Will Guide Buybacks And Risk Reward BalanceNarrative Update Overview The analyst price target for Amerant Bancorp has increased by a few dollars to $23, as analysts highlight recent mid-quarter and late-quarter updates, along with ongoing leadership transition efforts, as support for a more favorable view of the risk-reward profile. Analyst Commentary Recent Street research points to a cluster of price target updates around Amerant Bancorp, with analysts responding to mid-quarter and late-quarter communications and the leadership transition following the departure of the former CEO.お知らせ • Apr 01Amerant Bancorp Inc. to Report Q1, 2026 Results on Apr 23, 2026Amerant Bancorp Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026ナラティブ更新 • Mar 22AMTB: Credit And Leadership Updates Will Support Ongoing Share Repurchase ActivityAnalysts have inched their blended price target on Amerant Bancorp higher to about $24.50, supported by recent research that raised individual targets by $2, by $3, and to $23. They highlight a more balanced risk-reward view following the company’s mid-quarter and late-quarter updates and leadership transition progress.ナラティブ更新 • Mar 07AMTB: Credit Updates And Leadership Transition Will Support New Share Repurchase ProgramNarrative Update: Amerant Bancorp Amerant Bancorp's analyst price targets have been revised higher by up to $3, with analysts citing updated credit commentary, mid-quarter trends, and ongoing management transition efforts as factors supporting a modestly stronger view of the risk-reward profile. Analyst Commentary Recent research points to a more constructive tone around Amerant Bancorp, with several bullish analysts adjusting their price targets higher following updated company commentary and management changes.Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$396.7m (up 45% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (up from 68.5% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.ナラティブ更新 • Feb 21AMTB: Leadership Transition And Credit Updates Will Guide New Share Repurchase PlanAnalysts have raised their average price targets on Amerant Bancorp by a few dollars, with recent moves such as the Raymond James increase to $23 from $21 reflecting views that the risk-reward trade-off has improved following the company's mid-quarter and late-quarter updates and its ongoing leadership transition. Analyst Commentary Recent research updates on Amerant Bancorp have centered on modest price target increases and how the bank is handling its leadership change and credit profile.Upcoming Dividend • Feb 09Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 27 February 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.1%). Lower than average of industry peers (2.2%).ナラティブ更新 • Feb 05AMTB: Leadership Transition And Credit Trends Will Shape Share Repurchases OutlookNarrative Update The analyst price target for Amerant Bancorp has shifted slightly higher to US$24.50 from US$24.30. Analysts point to recent upward target revisions and supportive research that cites a constructive risk reward view following company updates and leadership changes.Price Target Changed • Jan 28Price target increased by 10% to US$24.50Up from US$22.25, the current price target is an average from 4 analysts. New target price is 17% above last closing price of US$20.88. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of US$2.05 for next year compared to US$1.26 last year.Declared Dividend • Jan 26Fourth quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 13th February 2026 Payment date: 27th February 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (29% payout ratio) and is expected to be well covered in 3 years' time (14% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 81% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$394.2m (up 44% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (down from 89.2% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jan 23+ 1 more updateAmerant Bancorp Inc. (NYSE:AMTB) announces an Equity Buyback for $40 million worth of its shares.Amerant Bancorp Inc. (NasdaqGS:AMTB) announces a share repurchase program. Under the program, the company will repurchase up to $40 million worth of its class A common stock. The program will be valid till December 31, 2026.お知らせ • Jan 07Amerant Bancorp Inc. to Report Q4, 2025 Results on Jan 22, 2026Amerant Bancorp Inc. announced that they will report Q4, 2025 results After-Market on Jan 22, 2026お知らせ • Nov 20Amerant Bancorp Inc. and Amerant Bank, N.A. Appoint Adrian Rodriguez as Interim Chief Operating Officer Effective November 10, 2025On November 10, 2025, Amerant Bancorp Inc. and Amerant Bank, N.A. appointed Adrian Rodriguez, the current Executive Vice President and Head of Loan Operations of the Bank, Interim Chief Operating Officer effective November 10, 2025. Adrian Rodriguez, 41, joined the Company in 2017 and has served in various management roles in finance and operations. Since 2022, he has served as Executive Vice President and Head of Loan Operations, responsible for managing loan and credit operations, including legal documentation and closings, servicing, loan accounting, and regulatory compliance. From 2019 to 2022, Mr. Rodriguez served as Senior Vice President and Internal Controls Manager, overseeing the Company’s SOX compliance framework and third-party vendor risk management. He played a key role in the sale of the Houston franchise in 2024, the transition to a new core banking platform in 2023, and the Company’s initial public offering in 2018. Mr. Rodriguez has more than 13 years of management experience in the banking industry and previously spent five years in public accounting, focusing on audits of financial institutions. He earned a Bachelor of Business Administration in 2007 and an MBA in 2010, both from Florida International University. Mr. Rodriguez will continue to serve as Executive Vice President and Head of Loan Operations during his tenure as interim Chief Operating Officer.Upcoming Dividend • Nov 09Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.5%).お知らせ • Nov 07+ 1 more updateAmerant Bancorp Inc. Announces Executive Changes, Effective November 5, 2025Amerant Bancorp Inc. announced that the Company’s Board of Directors and Jerry Plush, Chairman have mutually agreed for him to step down, effective November 5, 2025. The Board has appointed Carlos Iafigliola, Senior Executive Vice President and Chief Operating Officer, Interim Chief Executive Officer (“Interim CEO”). In addition, Odilon Almeida Jr., who had been serving as Lead Independent Director, has been appointed Board Chair. Mr. Iafigliola has nearly three decades of experience in the financial services industry. Most recently, he served as SEVP and COO at Amerant, where he successfully led the Bank’s Core Conversion, the sale of the Company’s Houston franchise and helped to streamline operations. He has also been instrumental in advancing all efforts of the Company’s ongoing digital transformation and operational modernization. In addition to these achievements, he managed critical areas such as loan and deposit operations, treasury management, technology and digital services, and project management, while also overseeing branch expansion. Prior to his tenure as COO, Mr. Iafigliola held roles of progressive responsibility, including Asset & Liability Manager and Treasury Manager, until he was named Chief Financial Officer in 2020. He started his career as a Market Risk Analyst at Mercantil Servicios Financieros, Amerant’s holding company prior to the IPO.Price Target Changed • Oct 30Price target decreased by 9.4% to US$21.75Down from US$24.00, the current price target is an average from 4 analysts. New target price is 28% above last closing price of US$16.99. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$1.65 next year compared to a net loss per share of US$0.44 last year.Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.35 (up from US$1.43 loss in 3Q 2024). Revenue: US$96.8m (up US$82.5m from 3Q 2024). Net income: US$14.8m (up US$62.9m from 3Q 2024). Profit margin: 15% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.分析記事 • Oct 28Amerant Bancorp (NYSE:AMTB) Will Pay A Dividend Of $0.09The board of Amerant Bancorp Inc. ( NYSE:AMTB ) has announced that it will pay a dividend on the 28th of November, with...Declared Dividend • Oct 26Second quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 334% to bring the payout ratio under control. EPS is expected to grow by 93% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Oct 23Amerant Bancorp Inc. Declares Cash Dividend on Common Stock, Payable on November 28, 2025Amerant Bancorp Inc. announced that on October 22, 2025, at the Company’s regularly scheduled Board of Directors meeting, the Board declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on November 28, 2025, to shareholders of record at the close of business on November 14, 2025.Price Target Changed • Oct 22Price target increased by 9.1% to US$24.00Up from US$22.00, the current price target is an average from 3 analysts. New target price is 36% above last closing price of US$17.71. Stock is down 13% over the past year. The company is forecast to post earnings per share of US$1.90 next year compared to a net loss per share of US$0.44 last year.お知らせ • Oct 14Amerant Bancorp Inc. to Report Q3, 2025 Results on Oct 23, 2025Amerant Bancorp Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025Upcoming Dividend • Aug 11Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 15 August 2025. Payment date: 29 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.6%).Recent Insider Transactions • Aug 03Director recently bought US$101k worth of stockOn the 28th of July, Jack Kopnisky bought around 5k shares on-market at roughly US$20.21 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$17k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 01Director recently bought US$101k worth of stockOn the 28th of July, Jack Kopnisky bought around 5k shares on-market at roughly US$20.21 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$17k more in shares than they have sold in the last 12 months.New Risk • Jul 28New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).分析記事 • Jul 27Amerant Bancorp (NYSE:AMTB) Has Affirmed Its Dividend Of $0.09Amerant Bancorp Inc. ( NYSE:AMTB ) has announced that it will pay a dividend of $0.09 per share on the 29th of August...Reported Earnings • Jul 24Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.55 (up from US$0.15 in 2Q 2024). Revenue: US$104.2m (up 31% from 2Q 2024). Net income: US$23.0m (up 364% from 2Q 2024). Profit margin: 22% (up from 6.2% in 2Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Jul 24Amerant Bancorp Inc. Declares Cash Dividend, Payable on August 29, 2025Amerant Bancorp Inc. announced that, on July 23, 2025, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on August 29, 2025, to shareholders of record at the close of business on August 15, 2025.Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Patty Morrison was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 28Amerant Bancorp Inc. to Report Q2, 2025 Results on Jul 23, 2025Amerant Bancorp Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).お知らせ • Jun 24Amerant Bancorp Inc. and Amerant Bank, N.A Announces Appointment of Patricia “Patty" Morrison and Jack Kopnisky, to the Board of DirectorsAmerant Bancorp Inc. and its subsidiary, Amerant Bank, N.A. announced the appointment of two accomplished executives, Patricia “Patty" Morrison and Jack Kopnisky, to the Board of Directors of the Company and the Bank. Their addition reflects the Company’s continued commitment to strategic growth and further strengthening of the Board of Directors and executive management. Patricia “Patty” Morrison is a highly respected information technology executive with a track record of success across multiple Fortune 500 companies. As a former Chief Information Officer of Cardinal Health, she led global technology operations and customer support functions. Her previous leadership roles at Motorola, Office Depot, PepsiCo, and GE reflect her deep expertise in cybersecurity, digital transformation, and large-scale IT execution. With extensive experience serving on the boards of prominent public companies, Patty brings a wealth of knowledge and experience in technology and governance that will support Amerant’s innovation and digital transformation. She is currently a member of the Board of Directors of Baxter International Inc. where she also serves on the Audit and Nominating, Corporate Governance and Public Policy Committees. Jack Kopnisky brings more than 40 years of financial services industry leadership experience, having served in senior executive leadership roles at small to midsize banks and financial services companies. Most recently, he was Executive Chairman of Webster Financial Corporation and Webster Bank, having previously served as CEO of Sterling Bancorp prior to the merger of Sterling with Webster. He also has extensive banking experience from prior leadership roles at Key Bank and Society. His proven expertise in strategy and execution adds additional banking and governance expertise to the Board. In addition to Morrison and Kopnisky, Amerant recently added senior leaders Lisa Lutoff-Perlo and Odilon Almeida Júnior to the Board of Directors in January of 2025. All of these recent additions reflect Amerant’s commitment to build upon its current board and execute on effective director succession planning.お知らせ • Jun 10Amerant Bank Announces Hire of Elliot Shafer as SVP, New Head of Business DevelopmentAmerant Bank has named Elliot Shafer as SVP, Head of Business Development. In this key role, Shafer will support Amerant’s growth by identifying, evaluating, and pursuing business opportunities that align with Amerant’s strategic objectives across all lines of business. As Head of Business Development, Shafer will lead initiatives to expand Amerant Bank’s market presence in Florida. This includes developing networks, establishing and nurturing key partnerships, and promoting cross-selling activities across all areas of the bank. Shafer is a graduate of Wayne State University's Mike Ilitch School of Business. He brings a wealth of experience in commercial and business banking to Amerant. Most recently, he served as Senior Vice President, Market Director at Huntington National Bank. Prior to that, he held middle market leadership roles for TCF Bank and its predecessor companies.分析記事 • May 12Amerant Bancorp (NYSE:AMTB) Has Affirmed Its Dividend Of $0.09The board of Amerant Bancorp Inc. ( NYSE:AMTB ) has announced that it will pay a dividend on the 30th of May, with...Upcoming Dividend • May 11Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 30 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.8%).Price Target Changed • Apr 29Price target decreased by 10% to US$23.75Down from US$26.40, the current price target is an average from 4 analysts. New target price is 39% above last closing price of US$17.06. Stock is down 21% over the past year. The company is forecast to post earnings per share of US$1.72 next year compared to a net loss per share of US$0.44 last year.Declared Dividend • Apr 27First quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 15th May 2025 Payment date: 30th May 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Apr 25First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$0.28. Revenue: US$87.0m (up 8.7% from 1Q 2024). Net income: US$12.0m (up 13% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Banks industry in the US.New Risk • Apr 24New major risk - Revenue and earnings growthEarnings have declined by 8.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).お知らせ • Apr 24Amerant Bancorp Inc. Declares Cash Dividend, Payable on May 30, 2025Amerant Bancorp Inc. announced that, on April 23, 2025, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on May 30, 2025, to shareholders of record at the close of business on May 15, 2025.お知らせ • Mar 31Amerant Bancorp Inc., Annual General Meeting, May 07, 2025Amerant Bancorp Inc., Annual General Meeting, May 07, 2025.お知らせ • Mar 29Amerant Bancorp Inc. to Report Q1, 2025 Results on Apr 23, 2025Amerant Bancorp Inc. announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Mar 18Amerant Bank Appoints Jeffrey K. Tischler as SEVP and Chief Credit OfficerAmerant Bank announced the appointment of Jeffrey K. Tischler as SEVP, Chief Credit Officer. In this role, Tischler will oversee the banks Credit Services, Portfolio Management, and Credit Risk functions, ensuring strong credit quality, regulatory compliance, and strategic risk management. He will also serve as a key member of Amerants Executive Management Committee. Tischler brings over 20 years of experience in banking and credit risk management. Prior to joining Amerant, he served as the Chief Credit Officer at City National Bank in Los Angeles, CA, where he led credit oversight and credit risk management functions. He has also held senior leadership roles at Fifth Third Bank, including Credit Risk Executive, Head of Wholesale Excellence, and relationship management functions, including Senior Commercial Banker Detroit Region. In addition to his Banking roles, Tischler has also held positions in investment management and consulting. His expertise spans credit adjudication, portfolio oversight, and commercial banking strategy. Tischler earned a bachelors degree in business administration from Eastern Michigan University. He has also been actively involved in the community, serving on the Board of Trustees for Camp Tamarack and Jewish Vocational Services in Detroit.お知らせ • Mar 08Miguel A. Capriles Do Not Seek Re-Election as Member of the Board of Directors of Amerant Bancorp IncOn March 4, 2025, Miguel A. Capriles, a member of the Board of Directors of Amerant Bancorp Inc. notified the Company that he will not seek reelection as a director of the Company at the Company's upcoming 2025 Annual Meeting of Shareholders (the Annual Meeting"). The decision of Mr. Capriles was not the result of any disagreement between Mr. Capriles and the Company relating to the Company's operations, policies or practices. Mr. Capriles will continue to serve on the Board until the expiration of his current term at the Annual Meeting. Effective immediately before the Annual Meeting, the size of the Company's Board will be reduced from 11 to 10 directors.Reported Earnings • Mar 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: US$0.44 loss per share (down from US$0.97 profit in FY 2023). Revenue: US$273.8m (down 12% from FY 2023). Net loss: US$15.8m (down 149% from profit in FY 2023). Net interest margin (NIM): 3.58% (down from 3.76% in FY 2023). Cost-to-income ratio: 89.2% (up from 75.2% in FY 2023). Non-performing loans: 1.44% (up from 0.50% in FY 2023). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Feb 13Amerant Bancorp Inc. and Amerant Bank, N.A Announces Howard A. Levine Steps Down as Senior Executive Vice-President and Chief Consumer Banking Officer, Effective February 14, 2025On February 10, 2025, Amerant Bancorp Inc. Amerant Bank, N.A. and Howard A. Levine, Senior Executive Vice-President and Chief Consumer Banking Officer, agreed that Mr. Levine will step down from his position with the Company and the Bank effective February 14, 2025. The final terms of Mr. Levine’s separation from the Company and the Bank and termination of his employment are in the process of being finalized as of the date of this current report on Form 8-K. Mr. Levine’s responsibilities will be temporarily assumed by multiple senior executives of the Company.Upcoming Dividend • Feb 09Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 28 February 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.4%).Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lisa Lutoff-Perlo was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jan 26Fourth quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th February 2025 Payment date: 28th February 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is expected to be well covered in 3 years' time (14% forecast payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time.New Risk • Jan 25New major risk - Revenue and earnings growthEarnings have declined by 1.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).お知らせ • Jan 23Amerant Bancorp Inc. Declares Dividend, Payable on February 28, 2025Amerant Bancorp Inc. announced that, on January 22, 2025, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of common stock. The dividend is payable on February 28, 2025, to shareholders of record at the close of business on February 14, 2025.お知らせ • Jan 22Amerant Bancorp Inc and Amerant Bank Announce Board AppointmentsAmerant Bancorp Inc. and its subsidiary, Amerant Bank, announced the appointment of Lisa Lutoff-Perlo and Odilon Almeida Júnior to its Board of Directors. Lisa Lutoff-Perlo is a South Florida trailblazer in the global hospitality industry with nearly 40 years of leadership experience. Most recently, she served as the President & CEO of FIFA World Cup 2026™ Miami Host Committee until November 2024. Ms. Lutoff-Perlo spent 40 years in progressive leadership positions at the Royal Caribbean Group most recently as Vice Chairman of External Affairs, having previously served from 2014 until 2023 as President and CEO of Celebrity Cruises (2014–2023), one of Royal Caribbean Group’s multibillion-dollar subsidiaries. Ms. Lutoff-Perlo is currently a member of the Board of Directors of AutoNation where she also serves on the Audit and Corporate Governance and Nominating Committees. She is also the Chair of the Board of Directors of the Hornblower Group. Odilon Almeida Júnior is a global leader with more than a decade experience serving on boards of public and private companies. Currently, he works in private equity as the Managing Principal of AJ. Holdings Co. and as an Operating Partner at Advent. He is the former President, Chief Executive Officer and Board member of ACI Worldwide and prior to that, during his 17-year tenure at The Western Union Company, he advanced through a series of general management roles of increasing responsibility. He last served as President of Western Union Global Money Transfer. In this role, he led Western Union’s $5 billion consumer business across more than 200 countries while expanding the company’s digital footprint to 90 Countries in only three years. Mr. Almeida is a member of the Board of Directors of NCR Atleos where he serves on the Audit and Nominating and Governance Committees.お知らせ • Jan 07Amerant Bancorp Inc. to Report Q4, 2024 Results on Jan 22, 2025Amerant Bancorp Inc. announced that they will report Q4, 2024 results After-Market on Jan 22, 2025Price Target Changed • Dec 18Price target increased by 7.0% to US$27.40Up from US$25.60, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$22.86. Stock is down 7.2% over the past year. The company is forecast to post a net loss per share of US$0.49 compared to earnings per share of US$0.97 last year.お知らせ • Nov 21Amerant Bancorp Inc. Announces Executive AppointmentsAmerant Bancorp Inc. announced Braden R. Smith as SEVP, Chief Business Development Officer. In this key role, Smith will be responsible for identifying, evaluating, and pursuing business opportunities that align with Amerants strategic growth objectives for and across all lines of business. In addition, Sharymar Calderon, Amerant Banks EVP and Chief Financial Officer since May 2023, has been promoted to Senior Executive Vice President. With an impressive background in business strategy and development, Smith brings a wealth of experience to Amerant Bank. His responsibilities will include developing networks and expanding the bank's influence, establishing and nurturing partnerships, and promoting cross-selling activities across all lines of business to enhance Amerants market presence. Prior to joining Amerant, Smith most recently led Wintrust Private Client as their Vice Chairman. He has over 25 years of financial services experience, working with high-net worth individuals, business owners, and their families. His background includes numerous senior positions at market-leading financial institutions. Calderson first joined Amerant in June 2021 as Head of Internal Audit, where she played a key role in leading Amerants internal audit function, and as a result of her strong contributions in this role, lead to her promotion to EVP and Chief Financial Officer in May 2023.Upcoming Dividend • Nov 10Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 14 November 2024. Payment date: 29 November 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.6%).分析記事 • Oct 27Amerant Bancorp (NYSE:AMTB) Is Paying Out A Dividend Of $0.09Amerant Bancorp Inc. ( NYSE:AMTB ) will pay a dividend of $0.09 on the 29th of November. Including this payment, the...Declared Dividend • Oct 27Third quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th November 2024 Payment date: 29th November 2024 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is expected to be well covered in 3 years' time (15% forecast payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time.お知らせ • Oct 25Amerant Bancorp Inc. Declares Dividend, Payable on November 29, 2024Amerant Bancorp Inc. announced that, on October 23, 2024, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on November 29, 2024, to shareholders of record at the close of business on November 14, 2024.お知らせ • Oct 03Amerant Bank Appoints Sterling Harrell as Broward County Market PresidentAmerant Bank has announced that it has appointed a Broward County market president. The firm has appointed Sterling Harrell to the position. He is to function as EVP. He has a proven track record in commercial banking and financial management. Harell is to be based in Amerant's recently opened Planation, FL regional headquarters.お知らせ • Oct 02Amerant Bancorp Inc. to Report Q3, 2024 Results on Oct 23, 2024Amerant Bancorp Inc. announced that they will report Q3, 2024 results After-Market on Oct 23, 2024Major Estimate Revision • Sep 29Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.38 to US$0.912 per share. Revenue forecast steady at US$387.4m. Net income forecast to grow 156% next year vs 9.7% growth forecast for Banks industry in the US. Consensus price target down from US$25.20 to US$24.40. Share price fell 5.3% to US$20.51 over the past week.お知らせ • Sep 27Amerant Bancorp Inc. has completed a Follow-on Equity Offering in the amount of $150.1 million.Amerant Bancorp Inc. has completed a Follow-on Equity Offering in the amount of $150.1 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 7,900,000 Price\Range: $19 Discount Per Security: $0.95収支内訳Amerant Bancorp の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:AMTB 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Jun 2639156255031 Mar 2640058257031 Dec 2539752263030 Sep 2538967258030 Jun 253054254031 Mar 25281-14253031 Dec 24274-16249030 Sep 24256-50248030 Jun 2432721235031 Mar 2431623227031 Dec 2331332223030 Sep 2330972212030 Jun 2330267212031 Mar 2330668205031 Dec 2230963200030 Sep 22371107195030 Jun 22362106193031 Mar 22363114187031 Dec 21345113177030 Sep 2126556165030 Jun 2124341161031 Mar 211879153031 Dec 20174-2155030 Sep 201833165030 Jun 2020414172031 Mar 2025542184031 Dec 1927451188030 Sep 1927552189030 Jun 1927452189031 Mar 1927349189031 Dec 1827246191030 Sep 1828440187030 Jun 1829546187031 Mar 1829346183031 Dec 1728543182031 Dec 1623124178031 Dec 15216151710質の高い収益: AMTBは 高品質の収益 を持っています。利益率の向上: AMTBの現在の純利益率 (14.4%)は、昨年(1.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AMTBの収益は過去 5 年間で年間24.3%減少しました。成長の加速: AMTBの過去 1 年間の収益成長率 ( 1433.1% ) は、5 年間の平均 ( 年間-24.3%を上回っています。収益対業界: AMTBの過去 1 年間の収益成長率 ( 1433.1% ) はBanks業界25%を上回りました。株主資本利益率高いROE: AMTBの 自己資本利益率 ( 6.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YBanks 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 22:10終値2026/07/31 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Amerant Bancorp Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Wood LayKeefe, Bruyette, & WoodsStephen ScoutenPiper Sandler CompaniesMichael RoseRaymond James & Associates3 その他のアナリストを表示
Reported Earnings • Jul 24Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.54 (down from US$0.55 in 2Q 2025). Revenue: US$96.0m (down 7.9% from 2Q 2025). Net income: US$21.0m (down 8.5% from 2Q 2025). Profit margin: 22% (in line with 2Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.44 (up from US$0.28 in 1Q 2025). Revenue: US$89.9m (up 3.3% from 1Q 2025). Net income: US$17.9m (up 50% from 1Q 2025). Profit margin: 20% (up from 14% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 01Amerant Bancorp Inc. to Report Q1, 2026 Results on Apr 23, 2026Amerant Bancorp Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026
Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$396.7m (up 45% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (up from 68.5% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jan 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$394.2m (up 44% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (down from 89.2% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 07Amerant Bancorp Inc. to Report Q4, 2025 Results on Jan 22, 2026Amerant Bancorp Inc. announced that they will report Q4, 2025 results After-Market on Jan 22, 2026
Major Estimate Revision • Jul 30Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$397.3m to US$406.3m. EPS estimate increased from US$1.81 to US$2.19 per share. Net income forecast to grow 71% next year vs 12% growth forecast for Banks industry in the US. Consensus price target up from US$27.25 to US$30.63. Share price rose 15% to US$29.61 over the past week.
お知らせ • Jul 29Amerant Bancorp Inc. and Amerant Bank, N.A. Appoint Yecimar Tirado Camacho as Executive Vice President and Chief Risk Officer, Effective July 22, 2026Amerant Bancorp Inc. and its subsidiary, Amerant Bank, N.A. announced that the Company and the Bank appointed Yecimar Tirado Camacho, who had been serving as Senior Vice President and Head of Internal Audit of the Company and the Bank, as Executive Vice President and Chief Risk Officer of the Company and the Bank, effective July 22, 2026. Prior to her appointment as Chief Risk Officer, Mrs. Tirado served as EVP and Head of Internal Audit of the Company and the Bank since July 2023, where she was responsible for leading the internal audit function, overseeing audit coverage across key risk disciplines, managing regulatory engagement and validation activities, and reporting to the Audit Committee regarding risk trends, control effectiveness, remediation efforts, and organizational risk culture. Before joining Amerant, Mrs. Tirado served as Vice President and Head of Internal Audit at Oportun from 2019 to 2023, where she led the internal audit function and provided oversight of audit coverage across technology, operational, compliance, legal, strategic, fraud, and credit risk areas. Previously, she held senior internal audit leadership positions with First Horizon National Corporation/Capital Bank and Capital Bank Corp., including serving as Internal Audit Director. Earlier in her career, Mrs. Tirado held audit and fraud investigation roles with Ocean Bank, General Motors, and Doral Financial Corporation. Mrs. Tirado is a Certified Public Accountant and an Attorney admitted to the Florida Bar, and holds a Juris Doctor degree and a B.B.A. in Accounting from the University of Puerto Rico.
Price Target Changed • Jul 28Price target increased by 12% to US$30.63Up from US$27.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$30.58. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$2.19 for next year compared to US$1.26 last year.
Declared Dividend • Jul 27Second quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th August 2026 Payment date: 28th August 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 8.4% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 33% over the next year, which should provide support to the dividend and adequate earnings cover.
ナラティブ更新 • Jul 25AMTB: Profitability Reset And Venezuela Deposits Will Shape Future Risk Reward BalanceThe analyst price target for Amerant Bancorp has been raised from $25.75 to $28.50 as analysts factor in updated assumptions around revenue growth, profitability, and future P/E. This follows recent research that highlights the company's efforts to restore profitability, balance loan growth, manage expenses, and grow Venezuela linked deposits and wealth income, while acknowledging ongoing execution challenges.
Reported Earnings • Jul 24Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$0.54 (down from US$0.55 in 2Q 2025). Revenue: US$96.0m (down 7.9% from 2Q 2025). Net income: US$21.0m (down 8.5% from 2Q 2025). Profit margin: 22% (in line with 2Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jul 24Amerant Bancorp Inc. Declares Cash Dividend, Payable on August 28, 2026Amerant Bancorp Inc. announced that, on July 22, 2026, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on August 28, 2026, to shareholders of record at the close of business on August 14, 2026.
お知らせ • Jun 29+ 5 more updatesAmerant Bancorp Inc.(NYSE:AMTB) dropped from Russell 2500 Growth BenchmarkAmerant Bancorp Inc.(NYSE:AMTB) dropped from Russell 2500 Growth Benchmark
お知らせ • Jun 27+ 1 more updateAlberto Capriles Plans to Retire as Senior Executive Vice President and Chief Risk Officer of Amerant Bancorp Inc. and Amerant BankAmerant Bancorp Inc. had Alberto Capriles notify the Company of his plan to retire as Senior Executive Vice President and Chief Risk Officer of the Company and its subsidiary, Amerant Bank, N.A. effective on the appointment date of his successor. Following the appointment of a successor, Mr. Capriles was expected to continue his employment for a period of time with the Company and the Bank to assist, among other things, with the Chief Risk Officer transition.
ナラティブ更新 • Jun 24AMTB: Profitability Plan And Venezuela Deposits Will Shape A Balanced OutlookAnalysts have inched their average price target on Amerant Bancorp stock higher to about $26, a roughly $1 increase. They cite clearer visibility into the company's plan to restore profitability, balance loan growth in a competitive Florida market, control expenses while still investing in the franchise, and build on Venezuela linked deposits and wealth income, even as they flag ongoing execution risks.
ナラティブ更新 • Jun 09AMTB: Profitability Plan And Venezuela Deposits Will Support A More Constructive OutlookAnalysts have nudged their fair value estimate for Amerant Bancorp to $25.75 from $25.50, reflecting updated assumptions around revenue growth, profit margins, and future P/E following recent research that highlights the company's plan to restore profitability, balance loan growth with expenses, and grow Venezuela linked deposits and wealth income. Analyst Commentary Recent research commentary around Amerant Bancorp centers on how the updated fair value ties back to the company's execution on its current plan, especially after a Q1 profitability setback.
Buy Or Sell Opportunity • Jun 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$21.61. The fair value is estimated to be US$27.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.5% in a year. Earnings are forecast to grow by 27% in the next year.
お知らせ • Jun 01Amerant Bancorp Inc. and Amerant Bank, N.A. Announce Appointment of Adrian Rodriguez as Executive Vice President and Chief Operating Officer, Effective May 26, 2026Amerant Bancorp Inc. and Amerant Bank, N.A. had appointed Adrian Rodriguez as Executive Vice President and Chief Operating Officer, effective as of May 26, 2026. Mr. Rodriguez, age 42, had been serving as Interim Chief Operating Officer since November 10, 2025, having previously served, since 2022, as Executive Vice President and Head of Loan Operations, and in such role was responsible for managing loan and credit operations, including legal documentation and closings, servicing, loan accounting, and regulatory compliance. From 2019 to 2022, Mr. Rodriguez served as Senior Vice President and Internal Controls Manager, overseeing the Company's SOX compliance framework and third-party vendor risk management. He played a key role in the sale of the Houston franchise in 2024, the transition to a new core banking platform in 2023, and the Company's initial public offering in 2018. Mr. Rodriguez had more than 13 years of management experience in the banking industry and previously spent five years in public accounting, focusing on audits of financial institutions. He earned a Bachelor of Business Administration in 2007 and an MBA in 2010, both from Florida International University.
ナラティブ更新 • May 26AMTB: Higher Future P/E Assumptions Will Support A More Constructive OutlookAmerant Bancorp's analyst price target has shifted from $24.50 to $25.50, as analysts factor in updated assumptions on discount rate, revenue growth, profit margin, a higher future P/E, and the recent $1 price target change cited in Street research. Analyst Commentary Analysts recently raised their published price target on Amerant Bancorp by US$1, which is consistent with the higher US$25.50 target discussed above.
お知らせ • May 22+ 1 more updateAmerant Bancorp Inc. Appoints Carlos Iafigliola as President, Effective May 18, 2026Amerant Bancorp Inc. announced that its Board of Directors has appointed Carlos Iafigliola as President, effective May 18, 2026. Mr. Iafigliola has served as Interim Chief Executive Officer since November 2025. Mr. Iafigliola brings nearly three decades of experience in the financial services industry. Since November 2025, he has served as Interim Chief Executive Officer of both the Company and the Bank. He previously served as SEVP, and Chief Operating Officer of Amerant, where he led the Bank’s core conversion, the sale of the Company’s Houston franchise, and broader operational streamlining initiatives. He has also played a key role in advancing the Company’s digital transformation and operational modernization efforts. In that role, he oversaw critical areas including loan and deposit operations, treasury management, technology and digital services, project management, and branch expansion. Prior to serving as COO, Mr. Iafigliola served as EVP, Chief Financial Officer from 2020 to 2023. Earlier in his career at Amerant, he held positions of increasing responsibility, including Treasury Manager and Asset & Liability Manager.
Upcoming Dividend • May 11Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.4%).
Major Estimate Revision • Apr 30Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$415.8m to US$396.2m. EPS estimate also fell from US$2.06 per share to US$1.78 per share. Net income forecast to grow 25% next year vs 13% growth forecast for Banks industry in the US. Consensus price target up from US$24.50 to US$25.50. Share price fell 3.3% to US$22.87 over the past week.
Declared Dividend • Apr 27First quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 15th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 25% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.44 (up from US$0.28 in 1Q 2025). Revenue: US$89.9m (up 3.3% from 1Q 2025). Net income: US$17.9m (up 50% from 1Q 2025). Profit margin: 20% (up from 14% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 1.1%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Seeking Alpha • Apr 24Q1 Snapshot Of Amerant Bancorp Is Still Not A Compelling PictureSummary Amerant Bancorp Inc. reported Q1 2026 EPS of $0.44, beating estimates, but revenue of $97.7M missed expectations. Despite outperforming the S&P 500, AMTB's shrinking loan portfolio and declining yields raise concerns about growth and profitability. I maintain a Hold rating, citing insufficient improvement in key performance metrics and a cautious outlook on asset quality and deposit trends. AMTB's dividend yield remains low at 1.5%, with the payout unchanged since Q1 2022 and safety supported by recent earnings. Read the full article on Seeking Alpha
お知らせ • Apr 24+ 1 more updateAmerant Bancorp Inc. Declares Cash Dividend, Payable on May 29, 2026Amerant Bancorp Inc. announced that, on April 22, 2026, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on May 29, 2026, to shareholders of record at the close of business on May 15, 2026.
ナラティブ更新 • Apr 23AMTB: Updated Discount Rate And P/E Assumptions Will Shape Balanced Risk RewardAnalysts have raised Amerant Bancorp's price target by $2 to $24.50, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E in their refreshed models. Analyst Commentary Recent research updates highlight that analysts are refining their models for Amerant Bancorp and adjusting price targets.
お知らせ • Apr 22Amerant Bancorp Inc., Annual General Meeting, Jun 02, 2026Amerant Bancorp Inc., Annual General Meeting, Jun 02, 2026.
ナラティブ更新 • Apr 07AMTB: Leadership Transition And Credit Updates Will Guide Buybacks And Risk Reward BalanceNarrative Update Overview The analyst price target for Amerant Bancorp has increased by a few dollars to $23, as analysts highlight recent mid-quarter and late-quarter updates, along with ongoing leadership transition efforts, as support for a more favorable view of the risk-reward profile. Analyst Commentary Recent Street research points to a cluster of price target updates around Amerant Bancorp, with analysts responding to mid-quarter and late-quarter communications and the leadership transition following the departure of the former CEO.
お知らせ • Apr 01Amerant Bancorp Inc. to Report Q1, 2026 Results on Apr 23, 2026Amerant Bancorp Inc. announced that they will report Q1, 2026 results After-Market on Apr 23, 2026
ナラティブ更新 • Mar 22AMTB: Credit And Leadership Updates Will Support Ongoing Share Repurchase ActivityAnalysts have inched their blended price target on Amerant Bancorp higher to about $24.50, supported by recent research that raised individual targets by $2, by $3, and to $23. They highlight a more balanced risk-reward view following the company’s mid-quarter and late-quarter updates and leadership transition progress.
ナラティブ更新 • Mar 07AMTB: Credit Updates And Leadership Transition Will Support New Share Repurchase ProgramNarrative Update: Amerant Bancorp Amerant Bancorp's analyst price targets have been revised higher by up to $3, with analysts citing updated credit commentary, mid-quarter trends, and ongoing management transition efforts as factors supporting a modestly stronger view of the risk-reward profile. Analyst Commentary Recent research points to a more constructive tone around Amerant Bancorp, with several bullish analysts adjusting their price targets higher following updated company commentary and management changes.
Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$396.7m (up 45% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (up from 68.5% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
ナラティブ更新 • Feb 21AMTB: Leadership Transition And Credit Updates Will Guide New Share Repurchase PlanAnalysts have raised their average price targets on Amerant Bancorp by a few dollars, with recent moves such as the Raymond James increase to $23 from $21 reflecting views that the risk-reward trade-off has improved following the company's mid-quarter and late-quarter updates and its ongoing leadership transition. Analyst Commentary Recent research updates on Amerant Bancorp have centered on modest price target increases and how the bank is handling its leadership change and credit profile.
Upcoming Dividend • Feb 09Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 27 February 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.1%). Lower than average of industry peers (2.2%).
ナラティブ更新 • Feb 05AMTB: Leadership Transition And Credit Trends Will Shape Share Repurchases OutlookNarrative Update The analyst price target for Amerant Bancorp has shifted slightly higher to US$24.50 from US$24.30. Analysts point to recent upward target revisions and supportive research that cites a constructive risk reward view following company updates and leadership changes.
Price Target Changed • Jan 28Price target increased by 10% to US$24.50Up from US$22.25, the current price target is an average from 4 analysts. New target price is 17% above last closing price of US$20.88. Stock is down 9.7% over the past year. The company is forecast to post earnings per share of US$2.05 for next year compared to US$1.26 last year.
Declared Dividend • Jan 26Fourth quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 13th February 2026 Payment date: 27th February 2026 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (29% payout ratio) and is expected to be well covered in 3 years' time (14% forecast payout ratio). The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 81% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 23Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.26 (up from US$0.44 loss in FY 2024). Revenue: US$394.2m (up 44% from FY 2024). Net income: US$52.4m (up US$68.2m from FY 2024). Profit margin: 13% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Net interest margin (NIM): 3.82% (up from 3.58% in FY 2024). Cost-to-income ratio: 69.0% (down from 89.2% in FY 2024). Non-performing loans: 2.59% (up from 1.44% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 23+ 1 more updateAmerant Bancorp Inc. (NYSE:AMTB) announces an Equity Buyback for $40 million worth of its shares.Amerant Bancorp Inc. (NasdaqGS:AMTB) announces a share repurchase program. Under the program, the company will repurchase up to $40 million worth of its class A common stock. The program will be valid till December 31, 2026.
お知らせ • Jan 07Amerant Bancorp Inc. to Report Q4, 2025 Results on Jan 22, 2026Amerant Bancorp Inc. announced that they will report Q4, 2025 results After-Market on Jan 22, 2026
お知らせ • Nov 20Amerant Bancorp Inc. and Amerant Bank, N.A. Appoint Adrian Rodriguez as Interim Chief Operating Officer Effective November 10, 2025On November 10, 2025, Amerant Bancorp Inc. and Amerant Bank, N.A. appointed Adrian Rodriguez, the current Executive Vice President and Head of Loan Operations of the Bank, Interim Chief Operating Officer effective November 10, 2025. Adrian Rodriguez, 41, joined the Company in 2017 and has served in various management roles in finance and operations. Since 2022, he has served as Executive Vice President and Head of Loan Operations, responsible for managing loan and credit operations, including legal documentation and closings, servicing, loan accounting, and regulatory compliance. From 2019 to 2022, Mr. Rodriguez served as Senior Vice President and Internal Controls Manager, overseeing the Company’s SOX compliance framework and third-party vendor risk management. He played a key role in the sale of the Houston franchise in 2024, the transition to a new core banking platform in 2023, and the Company’s initial public offering in 2018. Mr. Rodriguez has more than 13 years of management experience in the banking industry and previously spent five years in public accounting, focusing on audits of financial institutions. He earned a Bachelor of Business Administration in 2007 and an MBA in 2010, both from Florida International University. Mr. Rodriguez will continue to serve as Executive Vice President and Head of Loan Operations during his tenure as interim Chief Operating Officer.
Upcoming Dividend • Nov 09Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 28 November 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.5%).
お知らせ • Nov 07+ 1 more updateAmerant Bancorp Inc. Announces Executive Changes, Effective November 5, 2025Amerant Bancorp Inc. announced that the Company’s Board of Directors and Jerry Plush, Chairman have mutually agreed for him to step down, effective November 5, 2025. The Board has appointed Carlos Iafigliola, Senior Executive Vice President and Chief Operating Officer, Interim Chief Executive Officer (“Interim CEO”). In addition, Odilon Almeida Jr., who had been serving as Lead Independent Director, has been appointed Board Chair. Mr. Iafigliola has nearly three decades of experience in the financial services industry. Most recently, he served as SEVP and COO at Amerant, where he successfully led the Bank’s Core Conversion, the sale of the Company’s Houston franchise and helped to streamline operations. He has also been instrumental in advancing all efforts of the Company’s ongoing digital transformation and operational modernization. In addition to these achievements, he managed critical areas such as loan and deposit operations, treasury management, technology and digital services, and project management, while also overseeing branch expansion. Prior to his tenure as COO, Mr. Iafigliola held roles of progressive responsibility, including Asset & Liability Manager and Treasury Manager, until he was named Chief Financial Officer in 2020. He started his career as a Market Risk Analyst at Mercantil Servicios Financieros, Amerant’s holding company prior to the IPO.
Price Target Changed • Oct 30Price target decreased by 9.4% to US$21.75Down from US$24.00, the current price target is an average from 4 analysts. New target price is 28% above last closing price of US$16.99. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$1.65 next year compared to a net loss per share of US$0.44 last year.
Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.35 (up from US$1.43 loss in 3Q 2024). Revenue: US$96.8m (up US$82.5m from 3Q 2024). Net income: US$14.8m (up US$62.9m from 3Q 2024). Profit margin: 15% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 28Amerant Bancorp (NYSE:AMTB) Will Pay A Dividend Of $0.09The board of Amerant Bancorp Inc. ( NYSE:AMTB ) has announced that it will pay a dividend on the 28th of November, with...
Declared Dividend • Oct 26Second quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 334% to bring the payout ratio under control. EPS is expected to grow by 93% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Oct 23Amerant Bancorp Inc. Declares Cash Dividend on Common Stock, Payable on November 28, 2025Amerant Bancorp Inc. announced that on October 22, 2025, at the Company’s regularly scheduled Board of Directors meeting, the Board declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on November 28, 2025, to shareholders of record at the close of business on November 14, 2025.
Price Target Changed • Oct 22Price target increased by 9.1% to US$24.00Up from US$22.00, the current price target is an average from 3 analysts. New target price is 36% above last closing price of US$17.71. Stock is down 13% over the past year. The company is forecast to post earnings per share of US$1.90 next year compared to a net loss per share of US$0.44 last year.
お知らせ • Oct 14Amerant Bancorp Inc. to Report Q3, 2025 Results on Oct 23, 2025Amerant Bancorp Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
Upcoming Dividend • Aug 11Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 15 August 2025. Payment date: 29 August 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.6%).
Recent Insider Transactions • Aug 03Director recently bought US$101k worth of stockOn the 28th of July, Jack Kopnisky bought around 5k shares on-market at roughly US$20.21 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$17k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 01Director recently bought US$101k worth of stockOn the 28th of July, Jack Kopnisky bought around 5k shares on-market at roughly US$20.21 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$17k more in shares than they have sold in the last 12 months.
New Risk • Jul 28New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).
分析記事 • Jul 27Amerant Bancorp (NYSE:AMTB) Has Affirmed Its Dividend Of $0.09Amerant Bancorp Inc. ( NYSE:AMTB ) has announced that it will pay a dividend of $0.09 per share on the 29th of August...
Reported Earnings • Jul 24Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.55 (up from US$0.15 in 2Q 2024). Revenue: US$104.2m (up 31% from 2Q 2024). Net income: US$23.0m (up 364% from 2Q 2024). Profit margin: 22% (up from 6.2% in 2Q 2024). Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Banks industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 24Amerant Bancorp Inc. Declares Cash Dividend, Payable on August 29, 2025Amerant Bancorp Inc. announced that, on July 23, 2025, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on August 29, 2025, to shareholders of record at the close of business on August 15, 2025.
Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Patty Morrison was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 28Amerant Bancorp Inc. to Report Q2, 2025 Results on Jul 23, 2025Amerant Bancorp Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 13% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).
お知らせ • Jun 24Amerant Bancorp Inc. and Amerant Bank, N.A Announces Appointment of Patricia “Patty" Morrison and Jack Kopnisky, to the Board of DirectorsAmerant Bancorp Inc. and its subsidiary, Amerant Bank, N.A. announced the appointment of two accomplished executives, Patricia “Patty" Morrison and Jack Kopnisky, to the Board of Directors of the Company and the Bank. Their addition reflects the Company’s continued commitment to strategic growth and further strengthening of the Board of Directors and executive management. Patricia “Patty” Morrison is a highly respected information technology executive with a track record of success across multiple Fortune 500 companies. As a former Chief Information Officer of Cardinal Health, she led global technology operations and customer support functions. Her previous leadership roles at Motorola, Office Depot, PepsiCo, and GE reflect her deep expertise in cybersecurity, digital transformation, and large-scale IT execution. With extensive experience serving on the boards of prominent public companies, Patty brings a wealth of knowledge and experience in technology and governance that will support Amerant’s innovation and digital transformation. She is currently a member of the Board of Directors of Baxter International Inc. where she also serves on the Audit and Nominating, Corporate Governance and Public Policy Committees. Jack Kopnisky brings more than 40 years of financial services industry leadership experience, having served in senior executive leadership roles at small to midsize banks and financial services companies. Most recently, he was Executive Chairman of Webster Financial Corporation and Webster Bank, having previously served as CEO of Sterling Bancorp prior to the merger of Sterling with Webster. He also has extensive banking experience from prior leadership roles at Key Bank and Society. His proven expertise in strategy and execution adds additional banking and governance expertise to the Board. In addition to Morrison and Kopnisky, Amerant recently added senior leaders Lisa Lutoff-Perlo and Odilon Almeida Júnior to the Board of Directors in January of 2025. All of these recent additions reflect Amerant’s commitment to build upon its current board and execute on effective director succession planning.
お知らせ • Jun 10Amerant Bank Announces Hire of Elliot Shafer as SVP, New Head of Business DevelopmentAmerant Bank has named Elliot Shafer as SVP, Head of Business Development. In this key role, Shafer will support Amerant’s growth by identifying, evaluating, and pursuing business opportunities that align with Amerant’s strategic objectives across all lines of business. As Head of Business Development, Shafer will lead initiatives to expand Amerant Bank’s market presence in Florida. This includes developing networks, establishing and nurturing key partnerships, and promoting cross-selling activities across all areas of the bank. Shafer is a graduate of Wayne State University's Mike Ilitch School of Business. He brings a wealth of experience in commercial and business banking to Amerant. Most recently, he served as Senior Vice President, Market Director at Huntington National Bank. Prior to that, he held middle market leadership roles for TCF Bank and its predecessor companies.
分析記事 • May 12Amerant Bancorp (NYSE:AMTB) Has Affirmed Its Dividend Of $0.09The board of Amerant Bancorp Inc. ( NYSE:AMTB ) has announced that it will pay a dividend on the 30th of May, with...
Upcoming Dividend • May 11Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 30 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.8%).
Price Target Changed • Apr 29Price target decreased by 10% to US$23.75Down from US$26.40, the current price target is an average from 4 analysts. New target price is 39% above last closing price of US$17.06. Stock is down 21% over the past year. The company is forecast to post earnings per share of US$1.72 next year compared to a net loss per share of US$0.44 last year.
Declared Dividend • Apr 27First quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 15th May 2025 Payment date: 30th May 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Apr 25First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$0.28. Revenue: US$87.0m (up 8.7% from 1Q 2024). Net income: US$12.0m (up 13% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Banks industry in the US.
New Risk • Apr 24New major risk - Revenue and earnings growthEarnings have declined by 8.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.0% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).
お知らせ • Apr 24Amerant Bancorp Inc. Declares Cash Dividend, Payable on May 30, 2025Amerant Bancorp Inc. announced that, on April 23, 2025, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on May 30, 2025, to shareholders of record at the close of business on May 15, 2025.
お知らせ • Mar 31Amerant Bancorp Inc., Annual General Meeting, May 07, 2025Amerant Bancorp Inc., Annual General Meeting, May 07, 2025.
お知らせ • Mar 29Amerant Bancorp Inc. to Report Q1, 2025 Results on Apr 23, 2025Amerant Bancorp Inc. announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Mar 18Amerant Bank Appoints Jeffrey K. Tischler as SEVP and Chief Credit OfficerAmerant Bank announced the appointment of Jeffrey K. Tischler as SEVP, Chief Credit Officer. In this role, Tischler will oversee the banks Credit Services, Portfolio Management, and Credit Risk functions, ensuring strong credit quality, regulatory compliance, and strategic risk management. He will also serve as a key member of Amerants Executive Management Committee. Tischler brings over 20 years of experience in banking and credit risk management. Prior to joining Amerant, he served as the Chief Credit Officer at City National Bank in Los Angeles, CA, where he led credit oversight and credit risk management functions. He has also held senior leadership roles at Fifth Third Bank, including Credit Risk Executive, Head of Wholesale Excellence, and relationship management functions, including Senior Commercial Banker Detroit Region. In addition to his Banking roles, Tischler has also held positions in investment management and consulting. His expertise spans credit adjudication, portfolio oversight, and commercial banking strategy. Tischler earned a bachelors degree in business administration from Eastern Michigan University. He has also been actively involved in the community, serving on the Board of Trustees for Camp Tamarack and Jewish Vocational Services in Detroit.
お知らせ • Mar 08Miguel A. Capriles Do Not Seek Re-Election as Member of the Board of Directors of Amerant Bancorp IncOn March 4, 2025, Miguel A. Capriles, a member of the Board of Directors of Amerant Bancorp Inc. notified the Company that he will not seek reelection as a director of the Company at the Company's upcoming 2025 Annual Meeting of Shareholders (the Annual Meeting"). The decision of Mr. Capriles was not the result of any disagreement between Mr. Capriles and the Company relating to the Company's operations, policies or practices. Mr. Capriles will continue to serve on the Board until the expiration of his current term at the Annual Meeting. Effective immediately before the Annual Meeting, the size of the Company's Board will be reduced from 11 to 10 directors.
Reported Earnings • Mar 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: US$0.44 loss per share (down from US$0.97 profit in FY 2023). Revenue: US$273.8m (down 12% from FY 2023). Net loss: US$15.8m (down 149% from profit in FY 2023). Net interest margin (NIM): 3.58% (down from 3.76% in FY 2023). Cost-to-income ratio: 89.2% (up from 75.2% in FY 2023). Non-performing loans: 1.44% (up from 0.50% in FY 2023). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Banks industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 13Amerant Bancorp Inc. and Amerant Bank, N.A Announces Howard A. Levine Steps Down as Senior Executive Vice-President and Chief Consumer Banking Officer, Effective February 14, 2025On February 10, 2025, Amerant Bancorp Inc. Amerant Bank, N.A. and Howard A. Levine, Senior Executive Vice-President and Chief Consumer Banking Officer, agreed that Mr. Levine will step down from his position with the Company and the Bank effective February 14, 2025. The final terms of Mr. Levine’s separation from the Company and the Bank and termination of his employment are in the process of being finalized as of the date of this current report on Form 8-K. Mr. Levine’s responsibilities will be temporarily assumed by multiple senior executives of the Company.
Upcoming Dividend • Feb 09Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 28 February 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.4%).
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Lisa Lutoff-Perlo was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jan 26Fourth quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th February 2025 Payment date: 28th February 2025 Dividend yield will be 1.5%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is expected to be well covered in 3 years' time (14% forecast payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time.
New Risk • Jan 25New major risk - Revenue and earnings growthEarnings have declined by 1.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Shareholders have been diluted in the past year (25% increase in shares outstanding).
お知らせ • Jan 23Amerant Bancorp Inc. Declares Dividend, Payable on February 28, 2025Amerant Bancorp Inc. announced that, on January 22, 2025, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of common stock. The dividend is payable on February 28, 2025, to shareholders of record at the close of business on February 14, 2025.
お知らせ • Jan 22Amerant Bancorp Inc and Amerant Bank Announce Board AppointmentsAmerant Bancorp Inc. and its subsidiary, Amerant Bank, announced the appointment of Lisa Lutoff-Perlo and Odilon Almeida Júnior to its Board of Directors. Lisa Lutoff-Perlo is a South Florida trailblazer in the global hospitality industry with nearly 40 years of leadership experience. Most recently, she served as the President & CEO of FIFA World Cup 2026™ Miami Host Committee until November 2024. Ms. Lutoff-Perlo spent 40 years in progressive leadership positions at the Royal Caribbean Group most recently as Vice Chairman of External Affairs, having previously served from 2014 until 2023 as President and CEO of Celebrity Cruises (2014–2023), one of Royal Caribbean Group’s multibillion-dollar subsidiaries. Ms. Lutoff-Perlo is currently a member of the Board of Directors of AutoNation where she also serves on the Audit and Corporate Governance and Nominating Committees. She is also the Chair of the Board of Directors of the Hornblower Group. Odilon Almeida Júnior is a global leader with more than a decade experience serving on boards of public and private companies. Currently, he works in private equity as the Managing Principal of AJ. Holdings Co. and as an Operating Partner at Advent. He is the former President, Chief Executive Officer and Board member of ACI Worldwide and prior to that, during his 17-year tenure at The Western Union Company, he advanced through a series of general management roles of increasing responsibility. He last served as President of Western Union Global Money Transfer. In this role, he led Western Union’s $5 billion consumer business across more than 200 countries while expanding the company’s digital footprint to 90 Countries in only three years. Mr. Almeida is a member of the Board of Directors of NCR Atleos where he serves on the Audit and Nominating and Governance Committees.
お知らせ • Jan 07Amerant Bancorp Inc. to Report Q4, 2024 Results on Jan 22, 2025Amerant Bancorp Inc. announced that they will report Q4, 2024 results After-Market on Jan 22, 2025
Price Target Changed • Dec 18Price target increased by 7.0% to US$27.40Up from US$25.60, the current price target is an average from 5 analysts. New target price is 20% above last closing price of US$22.86. Stock is down 7.2% over the past year. The company is forecast to post a net loss per share of US$0.49 compared to earnings per share of US$0.97 last year.
お知らせ • Nov 21Amerant Bancorp Inc. Announces Executive AppointmentsAmerant Bancorp Inc. announced Braden R. Smith as SEVP, Chief Business Development Officer. In this key role, Smith will be responsible for identifying, evaluating, and pursuing business opportunities that align with Amerants strategic growth objectives for and across all lines of business. In addition, Sharymar Calderon, Amerant Banks EVP and Chief Financial Officer since May 2023, has been promoted to Senior Executive Vice President. With an impressive background in business strategy and development, Smith brings a wealth of experience to Amerant Bank. His responsibilities will include developing networks and expanding the bank's influence, establishing and nurturing partnerships, and promoting cross-selling activities across all lines of business to enhance Amerants market presence. Prior to joining Amerant, Smith most recently led Wintrust Private Client as their Vice Chairman. He has over 25 years of financial services experience, working with high-net worth individuals, business owners, and their families. His background includes numerous senior positions at market-leading financial institutions. Calderson first joined Amerant in June 2021 as Head of Internal Audit, where she played a key role in leading Amerants internal audit function, and as a result of her strong contributions in this role, lead to her promotion to EVP and Chief Financial Officer in May 2023.
Upcoming Dividend • Nov 10Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 14 November 2024. Payment date: 29 November 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.6%).
分析記事 • Oct 27Amerant Bancorp (NYSE:AMTB) Is Paying Out A Dividend Of $0.09Amerant Bancorp Inc. ( NYSE:AMTB ) will pay a dividend of $0.09 on the 29th of November. Including this payment, the...
Declared Dividend • Oct 27Third quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 14th November 2024 Payment date: 29th November 2024 Dividend yield will be 1.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is expected to be well covered in 3 years' time (15% forecast payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time.
お知らせ • Oct 25Amerant Bancorp Inc. Declares Dividend, Payable on November 29, 2024Amerant Bancorp Inc. announced that, on October 23, 2024, the Company’s Board of Directors declared a cash dividend of $0.09 per-share of Amerant common stock. The dividend is payable on November 29, 2024, to shareholders of record at the close of business on November 14, 2024.
お知らせ • Oct 03Amerant Bank Appoints Sterling Harrell as Broward County Market PresidentAmerant Bank has announced that it has appointed a Broward County market president. The firm has appointed Sterling Harrell to the position. He is to function as EVP. He has a proven track record in commercial banking and financial management. Harell is to be based in Amerant's recently opened Planation, FL regional headquarters.
お知らせ • Oct 02Amerant Bancorp Inc. to Report Q3, 2024 Results on Oct 23, 2024Amerant Bancorp Inc. announced that they will report Q3, 2024 results After-Market on Oct 23, 2024
Major Estimate Revision • Sep 29Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.38 to US$0.912 per share. Revenue forecast steady at US$387.4m. Net income forecast to grow 156% next year vs 9.7% growth forecast for Banks industry in the US. Consensus price target down from US$25.20 to US$24.40. Share price fell 5.3% to US$20.51 over the past week.
お知らせ • Sep 27Amerant Bancorp Inc. has completed a Follow-on Equity Offering in the amount of $150.1 million.Amerant Bancorp Inc. has completed a Follow-on Equity Offering in the amount of $150.1 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 7,900,000 Price\Range: $19 Discount Per Security: $0.95
