Every material Form 8-K Nicolet Bankshares filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Nicolet Bankshares reported third quarter 2026 net income of $64 million, or $2.96 per diluted share, up from $57 million and $2.62 in the second quarter. The company also declared a quarterly cash dividend of $0.36 per share, payable December 15, 2026, and said it completed the MidWestOne integration and core systems conversion and the Denver branch sale.
Net income $64 million and diluted EPS $2.96 for Q3 2026, versus $57 million and $2.62 in Q2 2026; core diluted EPS (non-GAAP) was $3.15 versus $2.99.
Net interest margin was 4.19% for Q3 2026, up from 4.14% in Q2 2026.
Quarterly cash dividend of $0.36 per share, payable December 15, 2026, to shareholders of record as of December 1, 2026.
Common stock repurchases of $40 million in Q3 2026; merger-related expense fell to $4.6 million from $7.4 million in Q2 2026.
Nicolet Bankshares reported second quarter 2026 net income of $57 million, or $2.62 per diluted share, up from $15 million, or $0.81 per share, in the first quarter, when merger-related expenses were larger. The company also declared a $0.36 quarterly dividend payable September 15, 2026, and said it repurchased $40 million of its common stock during the quarter. Results include a full quarter of MidWest One following the February 13, 2026 acquisition.
Net income of $57 million and diluted EPS of $2.62 for Q2 2026, versus $15 million and $0.81 in Q1 2026; core diluted EPS (non-GAAP) was $2.99
Net interest margin rose to 4.14% from 3.98% in Q1 2026; merger-related expense fell to $7.4 million from $40.7 million
Repurchased 267,310 shares for $40 million in Q2 and authorized $150 million in additional repurchases
Quarterly dividend of $0.36 per share, payable September 15, 2026, to holders of record as of September 1, 2026; Denver branch sale to Sunwest Bank expected to close in Q3 2026
Nicolet Bankshares reported first quarter 2026 net income of $15 million, or $0.81 per diluted share, down from $40 million, or $2.65 per diluted share, in the fourth quarter of 2025. Excluding non-core items, mostly merger-related expenses, core diluted earnings per share were $2.75, compared with $2.73 in the prior quarter. The company also raised its quarterly dividend 13% to $0.36 per share and agreed to sell MidWestOne's Denver branches to Sunwest Bank.
GAAP net income was $15 million and diluted EPS was $0.81 for Q1 2026, versus $40 million and $2.65 in Q4 2025.
Merger-related expense was $40.7 million in Q1 2026; core diluted EPS was $2.75 versus $2.73 in Q4 2025.
The quarterly dividend rose $0.04 to $0.36 per share, payable June 15, 2026, to holders of record as of June 1, 2026.
Denver branch sale to Sunwest Bank involves about $390 million in loans and $380 million in deposits, with closing expected in third quarter 2026.
Nicolet Bankshares completed its merger with MidWest One Financial Group effective February 13, 2026, with MidWest One merging into Nicolet and issuing about 6.6 million Nicolet shares to MidWest One holders. The company said the deal adds about $6 billion in assets, raising total assets to about $15 billion, and the board was expanded to twelve members with four former MidWest One directors joining.
Merger effective February 13, 2026; each MidWest One share converted into 0.3175 Nicolet shares
About 6.6 million Nicolet shares issued, valued at $155.19 per share based on the February 13, 2026 NYSE closing price
Board set at twelve members: eight Nicolet directors and four former MidWest One directors (Tracy S. McCormick, Carl J. Chaney, Janet E. Godwin, Matthew J. Hayek)
MidWest One Bank will operate as a division until a planned system conversion in August 2026
Nicolet Bankshares shareholders approved the merger with MidWest One and the related share issuance at a special meeting on January 26, 2026, and also approved raising authorized common shares from 30,000,000 to 60,000,000. The company said it has received all regulatory approvals, expects to complete the merger on February 13, 2026, if other closing conditions are met, and its board approved a $60 million increase to its stock repurchase authorization.
Merger proposal: 10,229,249 votes for, 48,210 against, 18,945 abstain, and 1,257,200 broker non-votes
Authorized share increase approved: 11,240,298 for and 267,339 against
Repurchase authorization raised by $60 million; about $19 million remained available at December 31, 2025
Equity awards of 101,000 restricted stock units with $13 million aggregate grant-date value; Michael E. Daniels received 20,000
Nicolet Bankshares reported record full-year 2025 net income of $151 million and diluted earnings per share of $9.78, up 21.5% from 2024. Fourth-quarter net income of $40 million was slightly below the third quarter, and the board declared a $0.32 quarterly dividend. The company said it expects to close its proposed merger with MidWest One Financial Group in the first quarter, subject to regulatory and shareholder approvals.
Full-year 2025 net income was $151 million, versus $124 million in 2024; diluted EPS was $9.78, versus $8.05.
Fourth-quarter 2025 net income was $40 million and diluted EPS $2.65, down from $42 million and $2.73 in third quarter 2025, and up from $34 million and $2.19 in fourth quarter 2024.
Full-year net interest margin was 3.76%, up 29 basis points from 3.47% in 2024.
Quarterly cash dividend of $0.32 per share is payable March 16, 2026, to shareholders of record as of March 2, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Nicolet Bankshares filing is on SEC EDGAR ↗. 8-K briefs of other companies →