Tearsheet

Northfield Bancorp (NFBK)


Market Price (2/27/2026): $13.56 | Market Cap: $538.4 Mil
Sector: Financials | Industry: Regional Banks

Northfield Bancorp (NFBK)


Market Price (2/27/2026): $13.56
Market Cap: $538.4 Mil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 4.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.0%, FCF Yield is 7.9%
Trading close to highs
Dist 52W High is -1.3%, Dist 3Y High is -1.3%
Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.4%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29%
Weak multi-year price returns
3Y Excs Rtn is -66%
Key risks
NFBK key risks include [1] its substantial concentration in commercial real estate lending, Show more.
2 Low stock price volatility
Vol 12M is 34%
  
3 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 4.0%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.0%, FCF Yield is 7.9%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 30%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29%
2 Low stock price volatility
Vol 12M is 34%
3 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending, and Digital Payments.
4 Trading close to highs
Dist 52W High is -1.3%, Dist 3Y High is -1.3%
5 Weak multi-year price returns
3Y Excs Rtn is -66%
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.4%
7 Key risks
NFBK key risks include [1] its substantial concentration in commercial real estate lending, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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Northfield Bancorp (NFBK) stock has gained about 35% since 10/31/2025 because of the following key factors:

1. Merger Agreement with Columbia Financial, Inc.

Northfield Bancorp's stock gained significantly following the announcement on February 2, 2026, that it had entered into a definitive merger agreement with Columbia Financial, Inc. The all-stock transaction is valued at approximately $597 million and is expected to create the third-largest regional bank headquartered in New Jersey with pro forma total assets of $18 billion. The acquisition price offered to Northfield shareholders represents a premium of over 15% compared to NFBK's closing price on January 30, 2026, and over 20% compared to its average closing price in January 2026. The merger is anticipated to be 50% accretive to Columbia's 2027 earnings per share. The announcement itself caused NFBK's stock to surge by approximately 11-12% in premarket trading on February 2, 2026.

2. Improved Net Interest Margin

Northfield Bancorp reported a notable improvement in its net interest margin (NIM) for the fourth quarter and full year ending December 31, 2025. The NIM increased by 45 basis points to 2.55% for the full year 2025, up from 2.10% in the previous year. For the fourth quarter of 2025, the NIM also saw a 16 basis point increase to 2.70% from 2.54% in the preceding quarter. This expansion was primarily driven by a decrease in funding costs and higher yields generated on loans and securities.

Show more

Stock Movement Drivers

Fundamental Drivers

The 35.7% change in NFBK stock from 10/31/2025 to 2/26/2026 was primarily driven by a 19.7% change in the company's P/E Multiple.
(LTM values as of)103120252262026Change
Stock Price ($)9.9913.5635.7%
Change Contribution By: 
Total Revenues ($ Mil)1391465.4%
Net Income Margin (%)25.4%27.0%6.3%
P/E Multiple11.413.619.7%
Shares Outstanding (Mil)40401.2%
Cumulative Contribution35.7%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/26/2026
ReturnCorrelation
NFBK35.7% 
Market (SPY)1.1%32.6%
Sector (XLF)0.2%42.9%

Fundamental Drivers

The 31.8% change in NFBK stock from 7/31/2025 to 2/26/2026 was primarily driven by a 12.2% change in the company's Net Income Margin (%).
(LTM values as of)73120252262026Change
Stock Price ($)10.2913.5631.8%
Change Contribution By: 
Total Revenues ($ Mil)13114611.3%
Net Income Margin (%)24.0%27.0%12.2%
P/E Multiple13.313.62.6%
Shares Outstanding (Mil)41402.9%
Cumulative Contribution31.8%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/26/2026
ReturnCorrelation
NFBK31.8% 
Market (SPY)9.4%37.3%
Sector (XLF)0.6%53.6%

Fundamental Drivers

The 23.0% change in NFBK stock from 1/31/2025 to 2/26/2026 was primarily driven by a 27.4% change in the company's Net Income Margin (%).
(LTM values as of)13120252262026Change
Stock Price ($)11.0213.5623.0%
Change Contribution By: 
Total Revenues ($ Mil)12714615.0%
Net Income Margin (%)21.2%27.0%27.4%
P/E Multiple16.813.6-18.8%
Shares Outstanding (Mil)41403.3%
Cumulative Contribution23.0%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/26/2026
ReturnCorrelation
NFBK23.0% 
Market (SPY)15.5%47.7%
Sector (XLF)3.1%56.9%

Fundamental Drivers

The 5.7% change in NFBK stock from 1/31/2023 to 2/26/2026 was primarily driven by a 45.7% change in the company's P/E Multiple.
(LTM values as of)13120232262026Change
Stock Price ($)12.8313.565.7%
Change Contribution By: 
Total Revenues ($ Mil)166146-12.1%
Net Income Margin (%)37.9%27.0%-28.9%
P/E Multiple9.413.645.7%
Shares Outstanding (Mil)464016.0%
Cumulative Contribution5.7%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/26/2026
ReturnCorrelation
NFBK5.7% 
Market (SPY)75.9%40.8%
Sector (XLF)50.2%57.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
NFBK Return35%1%-16%-3%3%20%37%
Peers Return42%-12%-9%5%9%9%43%
S&P 500 Return27%-19%24%23%16%1%85%

Monthly Win Rates [3]
NFBK Win Rate75%50%33%42%50%100% 
Peers Win Rate67%37%45%53%50%90% 
S&P 500 Win Rate75%42%67%75%67%100% 

Max Drawdowns [4]
NFBK Max Drawdown-1%-24%-45%-39%-17%-1% 
Peers Max Drawdown-2%-22%-40%-27%-17%-2% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: PFS, OCFC, CNOB, KRNY, DCOM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/26/2026 (YTD)

How Low Can It Go

Unique KeyEventNFBKS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-54.0%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven117.3%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-48.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven93.8%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven233 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-36.2%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven56.8%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-36.0%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven56.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven197 days1,480 days

Compare to PFS, OCFC, CNOB, KRNY, DCOM

In The Past

Northfield Bancorp's stock fell -54.0% during the 2022 Inflation Shock from a high on 11/11/2021. A -54.0% loss requires a 117.3% gain to breakeven.

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About Northfield Bancorp (NFBK)

Northfield Bancorp, Inc. (Staten Island, NY) operates as the bank holding company for Northfield Bank that provides various banking services primarily to individuals and corporate customers. It accepts various deposits products, including certificates of deposit, passbook, statement, and money market savings accounts; transaction deposit accounts comprising negotiable orders of withdrawal accounts, and interest and non-interest-bearing checking accounts; individual retirement accounts; and brokered deposits. The company also offers various loans comprising multifamily and other commercial real estate loans, construction and land loans, commercial and industrial loans, one-to-four family residential real estate loans, and home equity loans and lines of credit. In addition, it purchases various investment securities, such as mortgage-backed securities and corporate bonds; and deposits funds in other financial institutions, as well as holds mortgage loans, mortgage-backed securities, and other investments. As of December 31, 2021, the company operated 38 full-service banking offices in Staten Island and Brooklyn, New York; and Hunterdon, Middlesex, Mercer, and Union counties, New Jersey. Northfield Bancorp, Inc. (Staten Island, NY) was founded in 1887 and is headquartered in Woodbridge, New Jersey.

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  • It's like a community-focused Bank of America serving Staten Island and Central New Jersey.
  • Essentially, it's the local JPMorgan Chase for its specific New York and New Jersey neighborhoods.
  • Think of it as a neighborhood Wells Fargo for parts of New York and New Jersey.

AI Analysis | Feedback

  • Deposit Services: Northfield Bank offers a variety of checking, savings, money market, and certificate of deposit accounts for individuals and businesses to manage their funds.
  • Residential Mortgage Loans: The bank provides financing for the purchase or refinancing of residential properties, including both fixed-rate and adjustable-rate mortgages.
  • Commercial Real Estate and Business Loans: NFBK offers commercial real estate loans for income-producing and owner-occupied properties, alongside commercial and industrial loans for working capital, equipment, and business expansion.
  • Consumer Loans: They provide various personal lending products, including home equity lines of credit, personal loans, and other installment loans for individual customers.

AI Analysis | Feedback

Northfield Bancorp (NFBK) is a community bank that sells primarily to individuals and businesses rather than having a few identifiable major corporate customers. Its customer base is diversified across the following categories:

  • Individuals and Households: These customers utilize a range of personal banking services, including checking and savings accounts, money market accounts, certificates of deposit, individual retirement accounts, residential mortgage loans, home equity loans, and other consumer loans.
  • Commercial Real Estate Investors and Developers: This category includes businesses and individuals seeking financing for commercial real estate properties (such as multi-family residences, office buildings, and retail spaces) and construction projects within the bank's market area.
  • Small to Medium-Sized Businesses: These customers rely on Northfield Bancorp for commercial and industrial loans, business checking and savings accounts, and treasury management services to support their operational and growth needs.

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  • KPMG LLP (private company)

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Steven M. Klein, Chairman, President & CEO

Mr. Klein joined Northfield Bancorp in 2005 as Chief Financial Officer. He was subsequently named Chief Operating Officer in 2011, President in 2013, and appointed Chief Executive Officer on November 1, 2017. Prior to joining Northfield, he was an audit partner with KPMG LLP, focusing on community banking practices. He is a Certified Public Accountant (CPA). Mr. Klein serves as a Director of Middlesex Water Company, a Trustee of Richmond University Medical Center, and a Director of the Staten Island Economic Development Corporation. He was also elected to the Board of Directors of the Federal Home Loan Bank of New York (FHLBNY) for a four-year term beginning January 1, 2025.

William R. Jacobs, Executive Vice President & Chief Financial Officer

Mr. Jacobs joined Northfield in 2006 as Vice President and Controller, and was promoted to Senior Vice President in 2010. He was appointed Chief Financial Officer in January 2013. Before joining Northfield, Mr. Jacobs was an audit manager with the international accounting and auditing firm KPMG LLP. He is a Certified Public Accountant and holds a Bachelor of Science in Accounting from Georgian Court University. Mr. Jacobs also serves as a Director for the Center for Hope.

Vickie Tomasello, Executive Vice President & Chief Risk Officer

Ms. Tomasello is responsible for managing the effective governance of risk programs and overseeing Information Security, Bank Secrecy, Security, Credit Administration, Risk Management, and Compliance areas of the Bank. She is a Certified Public Accountant with over 25 years of experience in risk, audit, reporting, analytics, and governance.

Robin Lefkowitz, Executive Vice President – Chief Branch Administration, Deposit Operations & Business Development Officer

Ms. Lefkowitz oversees deposit operations for the bank and specializes in customer relationships and the growth of overall deposits across Northfield Bank's branch network. She holds a Bachelor of Arts Degree in Political Science from Brooklyn College and a Master of Business Administration Degree from Wagner College. Ms. Lefkowitz serves as a Director for the Richmond University Medical Center Foundation, Woodbridge Township Economic Development Corporation, Integration Charter Schools, Woodbridge Arts Alliance, Eden II Foundation, and the Staten Island Economic Development Corporation.

David V. Fasanella, Executive Vice President & Chief Lending Officer

Mr. Fasanella's responsibilities include developing strategies to expand the Bank's commercial banking capabilities, collaborating with the business development team for loan and deposit growth, and overseeing loan servicing. He previously served as VP: Commercial Banking at TD Bank and Vice President at NatWest Bank. Mr. Fasanella also held roles as Manager: Relationship at Corestates Bank and BANK OF NEW YORK MELLON CORP.

AI Analysis | Feedback

Northfield Bancorp (NFBK) faces several key risks inherent to the banking industry. Here are the most significant risks: 1.

Concentration in Commercial Real Estate (CRE) Lending

Northfield Bancorp's substantial commercial real estate loan portfolio exposes it to increased regulatory scrutiny. A prolonged economic slowdown could stress credit quality within this portfolio, potentially leading to higher loan losses. 2.

Interest Rate Risk and Economic Conditions

As a financial institution, Northfield Bancorp's profitability is significantly influenced by changes in market interest rates. Fluctuations in rates can impact net interest income, loan demand, and the cost of deposits. Furthermore, general economic conditions, such as a downturn, can adversely affect the credit quality of the bank's loan portfolio and its overall financial performance. 3.

Cybersecurity Risks

Northfield Bancorp, like other financial institutions, is continuously exposed to cybersecurity threats. Despite having governance and measures in place, including a Chief Information Security Officer and an independent external cybersecurity consultant, successful cyberattacks could lead to financial losses, compromise customer data, disrupt operations, and damage the company's reputation.

AI Analysis | Feedback

The clear emerging threat for Northfield Bancorp (NFBK) is the accelerated rise of digital-only banks (neobanks) and advanced financial technology (fintech) platforms. These entities offer superior digital experiences, often lower fees, higher interest rates on deposits, and faster, more convenient loan application and approval processes. This directly threatens Northfield Bancorp's traditional branch-based community banking model by attracting customers, particularly younger demographics, away from conventional banking services for deposits, consumer loans, and small business banking, thereby eroding market share and net interest margin.

AI Analysis | Feedback

Northfield Bancorp (NFBK) operates in specific counties within New York and New Jersey, offering a range of banking services to individuals and corporate customers. Their main products include various deposit accounts, and loans such as commercial and industrial loans, owner-occupied commercial real estate loans, residential real estate loans, construction and land loans, home equity loans, and small business loans. The company's primary operating region includes Richmond and Kings counties in New York, and Hunterdon, Mercer, Union, and Middlesex counties in New Jersey.

Addressable Market Sizes:

  • Commercial Banking: The addressable market size for the commercial banking industry in New Jersey is estimated to be $50.6 billion in 2025.
  • Deposits: The total deposits within the New York-Newark-Jersey City, NY-NJ-PA Metropolitan Statistical Area (MSA), which encompasses Northfield Bancorp's operating regions in New York and New Jersey, were approximately $2.76 trillion as of 2025.
  • Retail Banking (excluding deposits): null
  • Mortgages: null
  • Other Loan Products (e.g., Construction, Home Equity, Small Business): null

AI Analysis | Feedback

Northfield Bancorp (NFBK) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Net Interest Income Expansion through Enhanced Net Interest Margin: The company's management is focused on expanding its net interest income, which has shown growth in recent quarters. This expansion is primarily driven by an improved net interest margin, resulting from lower funding costs and higher yields on interest-earning assets and loans. Northfield Bancorp aims to achieve this by leveraging low-cost deposits and high-yield assets.

  2. Growth and Diversification of the Loan Portfolio: A stated strategy for Northfield Bancorp is the growth and diversification of its loan portfolio. This includes the continued expansion of its commercial loan portfolio, specifically in Owner-Occupied and Commercial & Industrial segments. Additionally, the company launched new residential mortgage and affordable residential mortgage and home equity programs in 2024, which are expected to contribute to loan growth by expanding product offerings and meeting diverse community needs.

  3. Increase in Non-Interest Income: Management is focused on expanding non-interest income. Recent earnings reports highlight a boost in non-interest income, primarily due to higher gains on trading securities and increased income from bank-owned life insurance (BOLI).

  4. Strategic Deposit Gathering: Northfield Bancorp emphasizes core deposit growth, particularly in low-cost transaction accounts. This strategy directly supports net interest income expansion by reducing overall funding costs, thereby enhancing the net interest margin. Deposits, excluding brokered, increased in 2024.

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Share Repurchases

  • During the nine months ended September 30, 2025, Northfield Bancorp repurchased 1.3 million shares of its common stock for a total of $15.0 million pursuant to approved plans.
  • In April 2025, the Board of Directors approved a $10.0 million stock repurchase program, following a $5.0 million program approved in February 2025.
  • A $10.0 million repurchase plan approved in April 2025 was completed during the second quarter of 2025, resulting in the repurchase of 862,469 shares.

Share Issuance

  • During the nine months ended September 30, 2025, there was a $2.9 million increase attributable to equity award activity.
  • In February 2025, Northfield Bancorp announced equity awards for directors and employees under its 2019 Equity Incentive Plan, including 238,008 restricted shares and 59,735 performance-based restricted stock units.

Outbound Investments

  • Equity securities, primarily an investment in a Small Business Administration (SBA) Loan Fund for its Community Reinvestment Act program, were $5.0 million at September 30, 2025, down from $14.3 million at December 31, 2024.
  • The decrease in equity securities was mainly due to a $5.0 million redemption of the investment in the SBA Loan Fund during the quarter ended June 30, 2025.

Capital Expenditures

  • Northfield Bank plans to launch new best-in-class digital banking solutions in 2025 to improve online and mobile banking capabilities and provide advanced cash management functionality for businesses.
  • Net premises and equipment were reported at $20.842 million at March 31, 2025, and $21.985 million at December 31, 2024.

Latest Trefis Analyses

Title
0ARTICLES

Trade Ideas

Select ideas related to NFBK.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
FDS_1302026_Dip_Buyer_FCFYield01302026FDSFactSet Research SystemsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-18.8%-18.8%-25.3%
PFSI_1302026_Dip_Buyer_ValueBuy01302026PFSIPennyMac Financial ServicesDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-6.9%-6.9%-9.3%
ALLY_1302026_Insider_Buying_GTE_1Mil_EBITp+DE_V201302026ALLYAlly FinancialInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
-1.9%-1.9%-5.5%
FIS_1232026_Dip_Buyer_FCFYield01232026FISFidelity National Information ServicesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-18.9%-18.9%-22.6%
MORN_1022026_Dip_Buyer_ValueBuy01022026MORNMorningstarDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-18.1%-18.1%-26.8%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

NFBKPFSOCFCCNOBKRNYDCOMMedian
NameNorthfie.Providen.OceanFir.ConnectO.Kearny F.Dime Com. 
Mkt Price13.5622.1519.0427.777.9833.3420.59
Mkt Cap0.52.91.11.40.51.41.2
Rev LTM146851391378167386382
Op Inc LTM-------
FCF LTM42606901013922495
FCF 3Y Avg4533295813712188
CFO LTM436139610641230101
CFO 3Y Avg47339103873912695

Growth & Margins

NFBKPFSOCFCCNOBKRNYDCOMMedian
NameNorthfie.Providen.OceanFir.ConnectO.Kearny F.Dime Com. 
Rev Chg LTM15.0%40.9%1.8%43.2%9.4%13.7%14.4%
Rev Chg 3Y Avg-3.4%21.4%0.7%8.9%-4.1%-1.7%-0.5%
Rev Chg Q23.4%5.3%6.3%64.5%16.2%32.0%19.8%
QoQ Delta Rev Chg LTM5.4%1.3%1.6%13.2%3.8%7.8%4.6%
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM29.7%72.0%24.5%28.1%24.4%59.4%28.9%
CFO/Rev 3Y Avg33.3%48.3%24.7%28.5%25.2%32.7%30.6%
FCF/Rev LTM29.0%71.2%22.9%26.7%23.4%58.0%27.9%
FCF/Rev 3Y Avg31.9%47.3%22.9%26.7%23.9%31.2%28.9%

Valuation

NFBKPFSOCFCCNOBKRNYDCOMMedian
NameNorthfie.Providen.OceanFir.ConnectO.Kearny F.Dime Com. 
Mkt Cap0.52.91.11.40.51.41.2
P/S3.73.42.83.73.03.73.5
P/EBIT-------
P/E13.611.313.617.315.524.614.6
P/CFO12.44.711.313.112.36.311.8
Total Yield11.3%13.3%7.3%8.1%7.8%7.0%7.9%
Dividend Yield4.0%4.4%0.0%2.3%1.4%2.9%2.6%
FCF Yield 3Y Avg9.1%14.9%9.3%8.0%7.5%10.4%9.2%
D/E1.80.91.80.82.20.61.3
Net D/E0.2-0.30.30.1-0.1-0.6-0.0

Returns

NFBKPFSOCFCCNOBKRNYDCOMMedian
NameNorthfie.Providen.OceanFir.ConnectO.Kearny F.Dime Com. 
1M Rtn14.2%7.5%3.8%-0.2%5.6%0.9%4.7%
3M Rtn25.7%16.3%2.0%9.7%17.4%17.6%16.8%
6M Rtn16.9%13.9%5.6%10.3%25.1%10.3%12.1%
12M Rtn24.5%29.6%12.7%15.0%25.3%13.0%19.7%
3Y Rtn6.5%11.0%-8.1%25.4%-3.3%23.6%8.8%
1M Excs Rtn15.2%8.5%4.8%0.8%6.6%1.9%5.7%
3M Excs Rtn27.1%16.1%2.0%11.2%19.0%19.4%17.5%
6M Excs Rtn10.6%7.2%0.1%3.9%18.2%3.7%5.5%
12M Excs Rtn7.2%13.6%-3.3%-2.4%10.6%-3.3%2.4%
3Y Excs Rtn-66.1%-61.9%-82.4%-46.5%-75.2%-48.2%-64.0%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Banking Segment137166170141127
Total137166170141127


Net Income by Segment
$ Mil20242023202220212020
Banking Segment38    
Total38    


Assets by Segment
$ Mil20242023202220212020
Banking Segment5,598    
Total5,598    


Price Behavior

Price Behavior
Market Price$13.56 
Market Cap ($ Bil)0.5 
First Trading Date11/08/2007 
Distance from 52W High-1.3% 
   50 Days200 Days
DMA Price$12.37$11.38
DMA Trendupup
Distance from DMA9.6%19.1%
 3M1YR
Volatility34.8%33.8%
Downside Capture-6.1485.58
Upside Capture137.1494.02
Correlation (SPY)23.2%47.5%
NFBK Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta0.700.690.871.070.840.98
Up Beta4.763.672.192.560.751.01
Down Beta0.590.340.660.710.860.88
Up Capture58%91%121%92%86%70%
Bmk +ve Days11223471142430
Stock +ve Days10193061120344
Down Capture-127%-37%11%63%95%103%
Bmk -ve Days9192754109321
Stock -ve Days9202858122387

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NFBK
NFBK23.3%33.8%0.66-
Sector ETF (XLF)4.1%19.7%0.0957.3%
Equity (SPY)17.1%19.4%0.6947.5%
Gold (GLD)79.3%25.7%2.25-11.5%
Commodities (DBC)10.9%16.8%0.45-1.2%
Real Estate (VNQ)6.6%16.6%0.2141.7%
Bitcoin (BTCUSD)-23.4%45.1%-0.4617.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NFBK
NFBK4.3%32.0%0.18-
Sector ETF (XLF)12.0%18.8%0.5156.0%
Equity (SPY)13.6%17.0%0.6338.8%
Gold (GLD)23.6%17.2%1.12-4.3%
Commodities (DBC)10.8%19.0%0.455.1%
Real Estate (VNQ)5.3%18.8%0.1940.1%
Bitcoin (BTCUSD)4.0%57.0%0.2914.7%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NFBK
NFBK2.3%31.6%0.14-
Sector ETF (XLF)14.0%22.2%0.5862.1%
Equity (SPY)15.5%17.9%0.7447.5%
Gold (GLD)15.1%15.6%0.81-5.2%
Commodities (DBC)8.5%17.6%0.4012.4%
Real Estate (VNQ)6.6%20.7%0.2845.8%
Bitcoin (BTCUSD)66.3%66.8%1.0613.0%

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Short Interest

Short Interest: As Of Date2132026
Short Interest: Shares Quantity0.6 Mil
Short Interest: % Change Since 131202629.1%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity39.7 Mil
Short % of Basic Shares1.4%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/3/20260.4%  
10/23/20251.4%-2.9%-0.1%
7/25/2025-4.3%-6.3%4.5%
4/24/2025-1.0%6.2%14.8%
1/23/2025-1.9%-3.0%-3.7%
10/24/2024-2.0%0.3%18.7%
7/25/20240.2%-5.3%-2.6%
4/25/2024-7.7%-4.6%1.7%
...
SUMMARY STATS   
# Positive101016
# Negative14137
Median Positive1.0%2.5%2.8%
Median Negative-1.3%-2.9%-3.7%
Max Positive2.0%10.3%18.7%
Max Negative-7.7%-6.7%-12.9%

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Stahlin, Paul DirectSell620202511.663,23137,673572,774Form
2Stahlin, Paul DirectSell620202511.664,76955,607517,168Form
3Patafio, Frank P DirectSell430202510.135,00050,6641,499,026Form
4Chapman, Gil DirectSell220202511.8911,000130,790570,779Form