$SBCF

Seacoast Banking (SBCF) reported Q2 revenue of $210 million versus $209.3 million expected and adjusted EPS of $0.61 versus $0.60, citing strong organic loan growth, lower deposit costs, and a “record commercial pipeline.” Management said the Citizens First Bank integration supports a shift to organic growth and efficiency. Analysts asked about loan growth sustainability, deposits, credit risk, and cross-selling.

Shaffer said about 30% of the quarter's annualized loan growth came from residential mortgages, primarily in The Villages market. He said Seacoast expects to sell somewhat more of that mortgage production over time, while continuing to service those loans. Michael Young, chief strategy officer, said commercial loan add-on rates were in the low 6% range during the quarter, while residential loan yields were in the mid-6% range.

Seacoast Banking (NASDAQ: SBCF) reported Q2 CY2026 revenue of $208.2 million, up 37.2% year over year but below market expectations. Non-GAAP EPS was $0.61, matching analysts’ consensus. The company said it completed early-July customer conversions from Citizens First Bank to its platforms. Tangible book value per share missed, while the stock was flat at $33.65 after results.

SEACOAST BANKING CORP OF FLORIDA (SBCF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 sbcf2q2026earningsrelease.htm EX-99.1 SBCF 2Q 2026 Earnings Release SEACOAST REPORTS SECOND QUARTER 2026 RESULTS Strong Organic Loan Growth with Expanding Pipeline Well-Positioned Balance Sheet with Robust Capital and Liquidity STUART, Fla., July 28, 2026 /BUSINESS WIRE

Seacoast Banking (NASDAQ: SBCF) is set to report Q2 earnings after market hours. The bank’s prior quarter revenue was $205.1 million, up 45.6% year on year, but it missed analysts’ tangible book value per share and net interest income was in line. For Q2, analysts expect revenue up 37.9% y/y. The article cites peers OFG Bancorp and Hilltop Holdings reporting beats and notes SBCF’s $34.83 average price target vs $35.27.

Vanguard Capital Management has disclosed a 5.23% stake in Seacoast Banking Corp of Florida (SBCF) through a Schedule 13G SEC filing. This report indicates beneficial ownership of 5,132,637 shares, with Vanguard holding sole dispositive power over all these shares and sole voting power for 734,121 shares. The filing lists Vanguard Capital Management and its affiliates as the entities associated with these holdings.

Seacoast Banking Corporation of Florida (SBCF) reported Q1 2026 revenues of US$163.1 million and basic EPS of US$0.31, showing a compression in EPS despite steady top-line growth. The company's 22% net profit margin, down from 24.8% a year prior, and a P/E ratio of 21.8x, higher than industry averages, raise questions about its valuation and future profitability given its concentration in Florida real estate loans. Both bullish and bearish perspectives highlight the need for strong execution on growth strategies and careful management of asset quality.

Seacoast Banking of Florida (SBCF) reported strong unaudited first-quarter 2026 results, with adjusted net income rising to $67.8 million, or $0.62 per share, despite a strategic repositioning loss. This growth was driven by increased organic deposits, expanded net interest margin, and benefits from recent acquisitions. The company also announced a share repurchasing program and an upcoming investor conference call to discuss these results.

Seacoast Banking Corporation of Florida (SBCF) has appointed three new directors, bringing diverse expertise to its boards. Despite mixed recent share price performance, the company shows long-term momentum and appears modestly undervalued, with a narrative fair value of $35.42 against a current price of $32.08. However, its P/E ratio is higher than industry averages, indicating potential valuation risk.

Seacoast Bank, one of Florida's largest community banks, has appointed an Atlanta-based M&A expert to its board of directors. The bank, which expanded into the Atlanta market three years ago, plans to continue its growth in the region. The move highlights Seacoast Bank's strategic focus on the Atlanta market.