Every material Form 8-K Northwest Bancshares 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.
Northwest Bancshares furnished an investor presentation under Item 7.01 for its participation in the 2026 Hovde Financial Services Conference on November 5, 2026. The deck, dated November 4, 2026, reports third-quarter 2026 revenue of $184.9 million, which the company describes as a record quarter, and diluted EPS of $0.34 (adjusted EPS $0.35).
Conference participation: 2026 Hovde Financial Services Conference on Thursday, November 5, 2026; presentation dated November 4, 2026 (Exhibit 99.1)
3Q26 revenue of $184.9 million, up 9.9% year over year and 2.0% quarter over quarter; net interest income of $149.0 million, up 9.5% year over year
3Q26 diluted EPS of $0.34 and adjusted diluted EPS of $0.35; total loans of $13.3 billion and total deposits of $14.3 billion as of September 30, 2026
Northwest Bancshares reported third quarter 2026 net income of $51 million, or $0.34 per diluted share, up from $3 million a year earlier but down from $54 million in the second quarter. The company cited record total revenue and net interest income, while expenses and provisions rose from the prior quarter. The board also declared a $0.20 quarterly dividend.
Net income $51 million ($0.34 diluted EPS) vs. $3 million ($0.02) in Q3 2025 and $54 million ($0.36) in Q2 2026
Noninterest expense rose $5 million from Q2 2026, driven by FDIC premiums; annualized return on equity was 10.42% vs. 11.20% in Q2
Quarterly cash dividend of $0.20 per share payable November 17, 2026, to holders of record November 5, 2026
Northwest Bancshares reported record second-quarter 2026 GAAP net income of $54 million, or $0.36 per diluted share, up from $34 million, or $0.26, a year earlier and $51 million, or $0.34, in the first quarter of 2026. Growth was supported by higher net interest income and a net interest margin of 3.75%, with the Penns Woods acquisition cited as a key driver of higher loans, deposits and expenses. The board also declared a quarterly cash dividend of $0.20 per share.
GAAP net income of $54 million, or $0.36 per diluted share, versus $34 million, or $0.26, in Q2 2025; adjusted diluted EPS (non-GAAP) was $0.37.
Net interest margin rose to 3.75% from 3.56% a year earlier; net interest income was $147 million, up 23.0% year over year.
Classified loans were $524 million, or 3.96% of total loans, at June 30, 2026, compared with $498 million at March 31, 2026.
Quarterly cash dividend of $0.20 per share, payable August 18, 2026 to holders of record on August 6, 2026.
Northwest Bancshares' Compensation Committee and Board approved a new restricted stock unit award of 125,298 units to CEO Lou Torchio on July 22, 2026, effective on or about July 31, 2026. The company says the award replaces a 2024 grant that was partly rescinded after it exceeded the annual individual grant limit, and it reflects shares the committee expected to grant in March 2025 and March 2026 had the higher limit applied.
Award of 125,298 restricted stock units approved July 22, 2026; effective on or about July 31, 2026
Original award approved November 20, 2024, valued at $2,000,000 divided by the closing price on the grant date, granted December 20, 2024
Excess portion of the original award rescinded August 20, 2025, after it exceeded the $1,000,000 annual individual grant limit under the 2022 Plan
Shareholders approved the 2026 Equity Incentive Plan on May 20, 2026, raising the individual annual grant limit to $5,000,000
At its May 20, 2026 annual meeting, Northwest Bancshares shareholders approved the 2026 Equity Incentive Plan and the Discounted Stock Purchase Plan, and re-elected directors Charles E. Kranich, II, Amber L. Williams and Louis J. Torchio. Shareholders also ratified KPMG LLP as the auditor for 2026 and approved the advisory executive compensation proposal. The filing describes the routine outcome of the annual meeting votes.
Equity Incentive Plan approved with 92,456,593 for and 4,152,782 against
Discounted Stock Purchase Plan approved with 93,563,437 for and 3,061,203 against
Directors elected: Kranich 95,639,086 for; Williams 91,039,368 for; Torchio 94,154,722 for
KPMG LLP ratified as independent auditor for year ending December 31, 2026 with 114,141,735 for
Northwest Bancshares reported first quarter 2026 net income of $51 million, or $0.34 per diluted share, up $5 million from the prior quarter and up $7 million from a year earlier, when diluted EPS was also $0.34. The board also approved a share repurchase program of up to $50 million over 24 months and declared a $0.20 quarterly dividend.
Q1 2026 GAAP net income of $51 million, or $0.34 per diluted share; adjusted diluted EPS of $0.35 versus $0.33 in Q4 2025
Net interest margin of 3.70%, compared with 3.87% in Q1 2025
New share repurchase program of up to $50 million over 24 months, replacing the program approved December 13, 2012
Quarterly dividend of $0.20 per share, payable May 20, 2026 to shareholders of record May 7, 2026
Northwest Bancshares reported fourth quarter 2025 net income of $46 million, or $0.31 per diluted share, up from $33 million, or $0.26, a year earlier and from $3 million in the third quarter. Record quarterly total revenue of $180 million rose 17% from a year earlier, and the Board declared a $0.20 quarterly dividend. The results include a full quarter of the Penns Woods Bancorp acquisition, which closed in late July 2025.
Q4 2025 net income of $46 million, or $0.31 per diluted share, vs. $33 million, or $0.26, in Q4 2024
Adjusted net income (non-GAAP) of $49 million, or $0.33 per diluted share
Net interest margin of 3.69%, up from 3.42% a year earlier; record quarterly total revenue of $180 million
Quarterly cash dividend of $0.20 per share, payable February 18, 2026 to holders of record as of February 5, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI'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 Northwest Bancshares filing is on SEC EDGAR ↗. 8-K briefs of other companies →