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Stonegate Capital Partners Updates Coverage on Provident Financial Services Inc (PFS) 1Q26 Ready to Announce with Confidence?

newsfilecorp.com

Stonegate Capital Partners Updates Coverage on Provident Financial Services Inc (PFS) 1Q26 Ready to Announce with Confidence? Dallas, Texas--(Newsfile Corp. - May 4, 2026) - Provident Financial Services, Inc. (NYSE: PFS): Stonegate Capital Partners Updates Coverage on Provident Financial Services, Inc. (NYSE: PFS). Provident Financial Services delivered a steady 1Q26, with the post-Lakeland profitability profile holding despite lower q/q EPS and a more visible credit watch item. Net income was $79.4M, or $0.61 diluted EPS, versus $83.4M, or $0.64, in 4Q25, while ROAA was 1.29%, Pre-provision net-revenue ROAA was 1.75%, and ROATCE was 16.58%. Revenue remained above $225M for the second consecutive quarter, as lower net interest income was offset by record noninterest income of $31.5M. In our view, the quarter supports the case that PFS can sustain a higher post-Lakeland profitability profile through core margin improvement, fee income contribution, and tangible book value growth, though the senior housing-related NPL increase is now the key item to monitor.

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Key Takeaways:

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About Stonegate

Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.

Contacts:

Stonegate Capital Partners

(214) 987-4121

info@stonegateinc.com

Source: Stonegate, Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/295751

Source: Reportable, Inc.

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