LARKLandmark Bancorp, Inc.
The Read
5% on macro catalysts like the June 18 Fed update, with a 13.
The schedule
- Thu1Oct
Market assessment of LARK's commercial real estate exposure amidst broader sector credit stress.
- Thu12Nov
Q3 2026 Earnings Release focusing on NIM dynamics and organic deposit growth.
- Sat5Dec
Forward Capital Allocation and Dividend Update under the current regulatory regime.
- Sun14Feb
Q4 2026 Earnings Release and FY 2027 Forward Guidance evaluating sustained profitability.
- Wed12May
Q1 2027 Earnings Release evaluating mid-year credit quality and loan volumes.
- Wed11Aug
Past
- Wed29Jul
Actual outcome: Mixed · $32.25 at outcome
Landmark Bancorp reported in-line Q2 EPS of $0.83, with net income rising to $5.4 million driven by record revenue, strong margins, and loan growth. Despite the positive year-over-year growth and higher profitability, the stock saw a muted reaction, falling just 1.8%, as rising expenses and credit quality concerns offset the top-line improvements.
Q2 2026 earnings release, with a focus on loan growth and asset quality against higher-for-longer benchmarks.
- Fri10Jul
Actual outcome: Mixed · $30.59 at outcome
The stock remained flat following the legislative reform package targeting small bank regulatory relief. The market reaction was muted, indicating that the Trump administration's banking deregulation and capital requirement relief were likely already priced in or lacked immediate material impact on LARK's near-term fundamentals.
Evaluation of Trump administration banking deregulation and capital requirement relief targeting regional lenders.
- Thu18Jun
Actual outcome: Bull · $31.75 at outcome
Following the Federal Reserve's policy update, LARK benefited from a rate trajectory that supported its net interest margin outlook. The stock rallied toward the bull target, further bolstered by positive analyst coverage highlighting the bank's solid growth catalysts and reasonable valuation.
Federal Reserve policy update evaluating the Fed Funds trajectory and its impact on Landmark's net interest margin.
- Wed6May
Actual outcome: Bull · $28.19 at outcome
Landmark Bancorp met Q1 EPS estimates at $0.83, representing a 6.7% year-over-year increase alongside record revenues. The stock trended higher and eventually surpassed the bull target, driven by a 15% rise in net interest income, margin expansion from lower interest expenses, and continued growth in tangible book value.
Q1 2026 earnings will show how Landmark Bancorp is managing net interest margin, deposit costs, and credit quality as the Fed funds rate sits at 3.64% and the yield curve begins to normalize.
