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PGCPeapack-Gladstone Financial Corporation

Financials

The Read

7% on earnings reports, with the Q1 2026 results driving it past the bull target due to in-line performance and stable CRE risk disclosures.
Oct 15, 2026 — Commercial Real Estate (CRE) Portfolio Scrutiny
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The schedule

  • Thu15Oct

    Intra-quarter update and broader market assessment of CRE loan book health for NY/NJ regional operators.

  • Fri15Jan

    Early-year corporate update detailing growth metrics in the high-margin wealth management division.

  • Fri5Feb

    Q3 earnings announcement focusing on YoY growth comps and potential dividend or buyback adjustments.

  • Fri7May

    First quarter earnings testing the durability of net interest margins and credit quality in the new year.

  • Fri7May

    Year-end earnings release setting the tone for 2027 operational and financial expectations.

Past

  • Tue1Sep

    Expected regulatory guidance from the executive branch targeting regional bank capital requirements.

  • Fri7Aug

    Quarterly earnings release testing the stock's premium valuation at the 52-week high.

  • Fri8May

    Actual outcome: Bull · $41.60 at outcome

    Peapack-Gladstone Financial delivered strong Q1 2026 results, highlighted by significant year-over-year earnings growth, a rising net interest margin, and expanding wealth management AUM. These robust operational improvements fueled optimism for continued growth into 2027, driving the stock well past the $38.50 bull target.

    Q1 2026 results will show whether PGC can sustain double-digit revenue growth and expanding net income while the stock trades at $37.04, a 52-week high with an overbought RSI, leaving limited room for disappointment.

  • Thu12Mar

    Actual outcome: Mixed · $33.18 at outcome

    The 10-K filing and CRE risk recalculation resulted in a flat price reaction as the disclosures confirmed that commercial real estate risks in the NY/NJ area were stable and well-managed, avoiding the bear case of significant non-performing loan spikes. While a pre-event upgrade to a Zacks Rank #2 signaled optimism regarding earnings prospects, the actual filing lacked a new positive catalyst to drive the stock toward the $35.00 bull target. Consequently, the stock remained range-bound as the market balanced improved earnings sentiment against continued sector-wide caution regarding CRE concentrations.

    Detailed disclosure of Commercial Real Estate (CRE) concentrations and non-performing loan (NPL) trends in the NY/NJ metro area.