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Equity Bancshares Inc (EQBK)
NYSE:EQBK
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Equity Bancshares (EQBK) AI Stock Analysis

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EQBK

Equity Bancshares

(NYSE:EQBK)

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Neutral 66 (OpenAI - 5.2)
Rating:66Neutral
Price Target:
$53.00
▲(5.37% Upside)
Action:Reiterated
Date:07/15/26
EQBK scores as moderately attractive: improving revenue momentum and a stronger leverage profile support the financial foundation, while technicals show a clear uptrend with healthy (not overheated) momentum. The score is capped by pressured profitability/low ROE and a negative P/E, while the latest earnings call adds support via growth and efficiency progress but includes notable asset-quality and margin-compression watch items.
Positive Factors
Revenue Growth Momentum
Sustained top-line rebound (+10.5% TTM) indicates improving core lending and fee activity, reducing reliance on one-time merger gains. Durable revenue expansion supports net interest income growth and funds reinvestment in branches, digital initiatives and pipeline conversion over the next several quarters.
Negative Factors
Profitability Compression
Sharp decline in net margin and weaker ROE reflect reduced earnings power despite revenue gains. Persistently lower profitability limits retained earnings and capital formation, reduces buffers for credit stress, and makes funding growth or long-term reinvestment more dependent on restoring margins or external capital.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth Momentum
Sustained top-line rebound (+10.5% TTM) indicates improving core lending and fee activity, reducing reliance on one-time merger gains. Durable revenue expansion supports net interest income growth and funds reinvestment in branches, digital initiatives and pipeline conversion over the next several quarters.
Read all positive factors

Equity Bancshares (EQBK) vs. SPDR S&P 500 ETF (SPY)

Equity Bancshares Business Overview & Revenue Model

Company Description
Equity Bancshares, Inc. operates as the bank holding company for Equity Bank that provides a range of banking, mortgage banking, and financial services to individual and corporate customers. It accepts demand, savings, money market, and time depos...
How the Company Makes Money
Equity Bancshares primarily makes money through its banking subsidiary by generating net interest income and noninterest income. Net interest income is earned from the spread between (1) interest and fees collected on earning assets—primarily comm...

Equity Bancshares Earnings Call Summary

Earnings Call Date:Jul 14, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 20, 2026
Earnings Call Sentiment Positive
The call highlights strong operational and financial progress following recent acquisitions: record loan production, improving margins, a rising efficiency ratio, robust pipeline growth, healthy capital ratios, and early but broad AI adoption. Challenges are present — mainly related to acquired-portfolio runoff/optimization, an uptick in nonperforming assets and modest securities losses — but management characterizes these as manageable, largely transitory, and offset by organic growth momentum and expense discipline.
Positive Updates
Strong Earnings and Core Profitability
GAAP EPS of $1.27 and core EPS of $1.41; GAAP ROTCE 16.6% and core ROTCE 17.2%, demonstrating robust profitability after merger-related noise was removed.
Negative Updates
Elevated Nonperforming Assets
Nonperforming assets increased from 76 basis points to 86 basis points of total assets quarter-over-quarter, in part due to credits inherited from Frontier that are being actively worked through.
Read all updates
Q2-2026 Updates
Negative
Strong Earnings and Core Profitability
GAAP EPS of $1.27 and core EPS of $1.41; GAAP ROTCE 16.6% and core ROTCE 17.2%, demonstrating robust profitability after merger-related noise was removed.
Read all positive updates
Company Guidance
Management guided that 2H26 average earning assets should expand to $6.85–$6.95 billion while cautioning net interest margin (4.36% this quarter, +3 bps) may modestly compress as accretion burns down (loan accretion was $2.9M, ~17 bps); net interest income was $73.9M and pretax, pre-provision adjusted net revenue was $36.4M. For the second half they expect noninterest income of $18–$22M and noninterest expense of $94–$98M (efficiency ratio improved to 53.4% this quarter). Operationally they closed $315M of loans at a 6.56% average rate, report a $1.6B pipeline (+23% q/q) with $475M at 75% probability, and reiterated quarterly results of GAAP EPS $1.27 (core EPS $1.41), ROTCE 16.6% (core 17.2%), $7.7B assets, TCE 9.07%, CET1 11.84%, total capital 14.66%, tangible book $33.45, a $0.18 dividend, and 711k shares repurchased YTD at $44.84.

Equity Bancshares Financial Statement Overview

Summary
Revenue growth has re-accelerated TTM (+10.5%) and leverage has improved (debt-to-equity down to ~0.59 TTM), supporting financial stability. However, profitability has stepped down materially versus 2024–2022 (TTM net margin ~7.1%) and returns are weaker (ROE ~3.4% TTM). Cash flow remains positive (TTM FCF ~$33.7M) but is trending down (~-12.7% TTM).
Income Statement
63
Positive
Balance Sheet
66
Positive
Cash Flow
60
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue347.40M314.26M326.51M224.68M220.28M186.81M
Gross Profit178.30M158.37M217.67M135.63M194.99M180.59M
EBITDA89.71M84.83M88.54M11.05M79.65M73.34M
Net Income24.65M22.73M62.62M7.82M57.69M52.48M
Balance Sheet
Total Assets7.67B6.37B5.33B5.03B4.98B5.14B
Cash, Cash Equivalents and Short-Term Investments1.70B1.64B1.19B1.28B1.29B1.59B
Total Debt484.92M448.22M312.80M380.50M281.73M151.89M
Total Liabilities6.85B5.64B4.74B4.58B4.57B4.64B
Stockholders Equity817.61M732.05M592.92M452.86M410.06M500.63M
Cash Flow
Free Cash Flow29.85M38.11M65.35M60.39M70.58M97.60M
Operating Cash Flow45.44M51.37M73.84M76.53M74.07M102.70M
Investing Cash Flow247.06M136.92M123.73M232.17M-214.18M-315.34M
Financing Cash Flow-159.72M35.79M-192.93M-34.03M-15.41M191.90M

Equity Bancshares Technical Analysis

Technical Analysis Sentiment
Positive
Last Price50.30
Price Trends
50DMA
48.20
Positive
100DMA
46.47
Positive
200DMA
45.27
Positive
Market Momentum
MACD
0.77
Positive
RSI
62.60
Neutral
STOCH
74.61
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EQBK, the sentiment is Positive. The current price of 50.3 is above the 20-day moving average (MA) of 49.81, above the 50-day MA of 48.20, and above the 200-day MA of 45.27, indicating a bullish trend. The MACD of 0.77 indicates Positive momentum. The RSI at 62.60 is Neutral, neither overbought nor oversold. The STOCH value of 74.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQBK.

Equity Bancshares Risk Analysis

Equity Bancshares disclosed 97 risk factors in its most recent earnings report. Equity Bancshares reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Equity Bancshares Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
$1.03B12.5514.00%2.92%5.05%39.76%
75
Outperform
$1.23B14.027.69%3.22%17.16%47.28%
75
Outperform
$1.30B15.3211.40%2.64%13.29%-4.08%
72
Outperform
$1.04B11.2110.93%2.13%32.73%
69
Neutral
$1.15B11.5610.22%0.82%10.54%28.24%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
66
Neutral
$1.05B-129.954.64%1.43%10.89%-58.49%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EQBK
Equity Bancshares
51.00
14.32
39.04%
CCNE
Cnb Financial
35.54
13.60
61.97%
CPF
Central Pacific Financial
39.68
13.92
54.01%
HFWA
Heritage Financial
30.01
8.05
36.66%
MCB
Metropolitan Bank Holding
92.62
24.11
35.18%
HBT
HBT Financial
35.79
11.97
50.25%

Equity Bancshares Corporate Events

Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresM&A Transactions
Equity Bancshares posts strong Q2 2026 earnings momentum
Positive
Jul 15, 2026
Equity Bancshares reported strong second-quarter 2026 results on July 14, 2026, with net income rising to $26.4 million, or $1.27 per diluted share, and core EPS of $1.41, underscoring robust earnings momentum following the Frontier acquisition cl...
Business Operations and StrategyFinancial DisclosuresM&A Transactions
Equity Bancshares Highlights Transformational Growth to Investors
Positive
Jun 17, 2026
On June 17, 2026, Equity Bancshares planned to meet with certain institutional investors, using an investor presentation that outlines a year of transformation driven by both acquisitions and organic growth. The company highlighted its expanded fo...
Dividends
Equity Bancshares Declares Quarterly Cash Dividend to Shareholders
Positive
May 21, 2026
On May 20, 2026, Equity Bancshares, Inc.’s Board of Directors declared a quarterly cash dividend of $0.18 per share of common stock, continuing the bank’s practice of returning capital to shareholders. The dividend is scheduled to be p...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 15, 2026