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STBA

S&T BANCORP INC
7 filings tracked
financialsasset managementSMALL ($300M-2B)

Signal Magnitude Chart

BULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatBULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatBULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatBULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatBULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatBULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatBULLISH | 70% | 5/8/2026 | margin expansionBULLISH | 60% | 5/8/2026 | buybackBULLISH | 50% | 5/8/2026 | earnings beatMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%
bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%
bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%
bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%
bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%
bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%
bullishMay 8

Net interest margin increased by 11 basis points to 3.92%.

margin expansion
70%
bullishMay 8

Authorized and executed $100 million share repurchase program.

buyback
60%
bullishMay 8

Net income increased 5% year-over-year to $35.1 million.

earnings beat
50%

Filing History

10-QMay 8, 2026

The Q1 2026 filing presents a tug-of-war between operational efficiency and deteriorating asset quality. On one hand, S&T has successfully optimized its funding costs and expanded its net interest margin, proving it can manage the balance sheet effectively in a volatile rate environment. The shift from brokered deposits to core customer deposits is a critical win for long-term stability and profitability. However, the sharp rise in special-mention loans and the persistence of unrealized losses in the AFS portfolio serve as a cautionary tale. Investors must weigh the immediate benefits of share buybacks and margin expansion against the risk of a potential credit cycle downturn. The overall impact of the filing is a company that is leaner and more profitable today, but potentially more exposed to credit shocks tomorrow.