EFSC Earnings

EFSC reported its earnings on 2026-01-26, showcasing a revenue of 257.69M against an estimate of 184.55M, resulting in a 39.63% surprise. The EPS was 1.36, surpassing the expected 1.37 by -0.73%. The stock experienced a 2.04% price change on the earnings day and a 2.56% change over the next five days, reflecting market reactions to the results.

Following EFSC's earnings announcement on 2026-01-26, the stock price moved by 2.04% on the day of the release. Over the subsequent five days, it saw a 2.56% change. Historically, EFSC's stock price tends to shift by an average of -2.88% in the 10 days leading up to earnings and 0.6% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate EFSC's annual revenue to reach 187.13M, while the EPS is projected at 1.28. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between EFSC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, EFSC's stock price typically moves by -2.88% in the 10 days before its earnings and 0.6% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.28 and revenue of 187.13M.

The earnings call summary shows strong financial performance with a net income of $201 million, dividend increase, and anticipated loan and deposit growth. Despite increased NPAs, management is optimistic about resolution. The Q&A reveals a positive outlook on fee income, deposit growth, and credit quality. The slight decrease in NIM and charge-offs are concerns, but overall guidance remains optimistic. Given the market cap of $1.46 billion, these factors suggest a positive stock price movement of 2% to 8% over the next two weeks.