Key Highlights

  • Stifel Financial (NYSE:SF) traded at USD 66.39 in the October 21, 2026 session, down 0.67%, on 317.1 thousand shares, with a market value of USD 10.02 billion, a P/E of 11.88 and trailing EPS of USD 5.59.
  • Northern Trust (NASDAQ:NTRS) traded at USD 165.40 in the October 21, 2026 session, down 0.02%, on 516.06 thousand shares, with a market value of USD 30.26 billion, a P/E of 14.20 and trailing EPS of USD 11.65.
  • First Community Corporation (NASDAQ:FCCO) traded at USD 32.59 in the October 21, 2026 session, down 0.06%, on 15.7 thousand shares, with a market value of USD 306.34 million, a P/E of 12.19 and trailing EPS of USD 2.67.
  • Old National Bancorp (NASDAQ:ONB) traded at USD 24.67 in the October 21, 2026 session, down 2.66%, on 1.55 million shares, with a market value of USD 9.44 billion, a P/E of 10.98 and trailing EPS of USD 2.25.

Stifel Financial (NYSE:SF): Down 0.67% After Record EPS

Stifel Financial (NYSE:SF) reported GAAP net revenues of USD 1,426.2 million for the third quarter on October 21, 2026, down 0.2% from USD 1,429.4 million, while net income to common rose 11.3% to USD 224.8 million. A published preview put the Street at about USD 1.45 of non-GAAP EPS, so the print was close to expectations. The compensation ratio improved to 57.0% from 58.8%, and non-GAAP pre-tax margin rose to 22.5% from 21.2%. Return on tangible common equity was 23.9% against 24.3%, and tangible book value per share rose 12% to USD 26.05, which shows earnings growth came from efficiency rather than revenue. Stifel said investments in the business drove operating efficiencies. Global Wealth Management earned USD 374.4 million before tax against USD 342.7 million, helped by asset management revenue up 14% to USD 492.1 million and net interest income up 11% to USD 284.6 million. The company repurchased 1.6 million shares for USD 124.0 million at an average of USD 76.95, and USD 564.4 million over 12 months. Transactional revenue slipped 3%.

Northern Trust (NASDAQ:NTRS): Flat After a USD 3.40 EPS Beat

Northern Trust (NASDAQ:NTRS) reported third quarter EPS of USD 3.40 on October 21, 2026 against a published estimate of USD 2.87, and revenue of about USD 2.3 billion against USD 2.26 billion. The quarter included a USD 48.7 million pre-tax gain, USD 34 million from selling the guardianship services business and USD 14.7 million from a Visa exchange offer, worth about USD 36.6 million after tax. The effective tax rate was 19.3% against an expected 25% in the fourth quarter. Pre-tax income was USD 804.2 million, up 21%, at a 34.9% margin, and return on equity of 20.1% is above the medium-term target of 13% to 15%. Fee revenue rose 2% sequentially, net interest income of USD 679 million on a tax-equivalent basis fell 1% from the prior quarter, and capital markets revenue rose 38%. The company returned USD 514.2 million in the quarter, USD 161.9 million in dividends and USD 352.3 million in buybacks, with a common equity tier 1 ratio of 12.4%. Non-interest expense of USD 1.5 billion was up 5% year on year, and operating leverage excluding notable items exceeded 600 basis points.

First Community Corporation (NASDAQ:FCCO): Flat After a 54.9% Profit Jump

First Community Corporation (NASDAQ:FCCO) reported net income of USD 8.044 million on October 21, 2026, up 5.9% from USD 7.595 million in the second quarter and 54.9% from a year earlier. Diluted EPS was USD 0.85 against USD 0.80 in the second quarter. The company noted merger expenses, which lifted EPS to USD 0.86 when excluded, though the company has not detailed the transaction in its results release. The tax-equivalent net interest margin of 3.59% compares with 3.27% a year earlier, and the company called it the tenth consecutive quarter of margin expansion. No guidance was provided, and published consensus figures were not available. Provision was minimal at USD 193 thousand. Loans rose USD 32.1 million in the quarter to USD 1.610 billion, from USD 1.578 billion in the second quarter. The board declared a cash dividend of USD 0.17 a share, the 99th consecutive quarterly dividend, payable November 17, 2026 to holders of record on November 3, 2026. Deposits were USD 2.005 billion, slightly below USD 2.025 billion in the second quarter but up from USD 1.771 billion a year earlier.

Old National Bancorp (NASDAQ:ONB): Down 2.66% After Record Profit

Old National Bancorp (NASDAQ:ONB) reported net income applicable to common shares of USD 250.0 million on October 21, 2026, against USD 249.4 million in the second quarter and USD 178.5 million a year earlier. Pre-provision net revenue was USD 365.0 million, slightly below USD 367.9 million in the second quarter. Chairman and CEO Jim Ryan said the operating model remains strong and the company is well positioned to build on momentum. Published estimates left the revenue result mixed, so the cause of the decline is unclear. The efficiency ratio of 46.1% compares with 58.8% a year ago, which may reflect recent merger integration. Net interest income on a tax-equivalent basis was USD 592.0 million. Period-end loans were USD 51.2 billion, up USD 362.3 million, or 2.9% annualized, while deposits grew 10.6% annualized to USD 57.6 billion, lifting the loan-to-deposit ratio to 89%. The common equity tier 1 ratio was 11.11%. The provision for credit losses was USD 33.6 million against USD 36.2 million in the second quarter.

Where Things Stand

All four finance names grew earnings from a year ago, yet shares were flat to lower. Stifel Financial (NYSE:SF) posted record third quarter EPS but fell 0.67%. Northern Trust (NASDAQ:NTRS) beat an EPS estimate of USD 2.87 with part of the beat from one-time items and was flat. First Community Corporation (NASDAQ:FCCO) grew net income 54.9% on a thin 15.7 thousand shares. Old National Bancorp (NASDAQ:ONB) posted record net income and fell 2.66%. The market appears to be looking past year-on-year growth to margins, fees and the quality of earnings.