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Bar Harbor Bankshares (BHB) Fundamental Analysis & AI Grade 2026

BHB NYSE State Commercial Banks ME CIK: 0000743367
Update Pending • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
76% Confidence
AGREEMENT
C
78% Conf
B
74% Conf

📊 BHB Key Takeaways

Revenue: $55.3M
Net Margin: 24.5%
Free Cash Flow: $3.0M
Current Ratio: N/A
Debt/Equity: 0.25x
EPS: $0.81
AI Grade: C with 78% confidence
Bar Harbor Bankshares (BHB) receives a C fundamental grade with 76% confidence from our AI analysis based on SEC 10-K filings. With revenue of $55.3M, net profit margin of 24.5%, and return on equity (ROE) of 2.5%, Bar Harbor Bankshares demonstrates mixed fundamentals in the Finance sector. Below is our complete BHB stock analysis for 2026.

Is Bar Harbor Bankshares (BHB) a Good Investment?

Claude

BAR HARBOR BANKSHARES exhibits critical financial stress with interest coverage ratio of 0.9x, indicating inability to service debt obligations from operating income. Severe returns deterioration (ROE 2.5%, ROA 0.3%) combined with flat net income despite 55.8% revenue growth signals earnings quality concerns and operational strain masking underlying profitability challenges.

ChatGPT

BAR HARBOR BANKSHARES shows solid core financial stability, with positive free cash flow, modest leverage, and a sound equity base supporting its balance sheet. However, the quality of recent growth looks mixed: revenue surged, but net income was flat and diluted EPS declined sharply, pointing to margin pressure, dilution, or both. Fundamentals appear stable rather than accelerating, which supports a neutral stance until profitability and return metrics improve.

Bar Harbor Bankshares Key Strengths (BHB)

Claude
  • + Conservative leverage with debt-to-equity ratio of 0.25x provides balance sheet flexibility for debt reduction
  • + Operating margin of 31.0% demonstrates pricing power and cost discipline in core banking operations
  • + Strong top-line revenue growth of 55.8% year-over-year indicates market demand or successful business expansion
ChatGPT
  • + Positive operating cash flow and free cash flow indicate good internal capital generation
  • + Balance sheet leverage appears manageable with relatively low long-term debt versus equity
  • + Operating and net margins remain healthy enough to support continued earnings resilience

BHB Stock Risks: Bar Harbor Bankshares Investment Risks

Claude
  • ! Interest coverage ratio of 0.9x is critical failure - company cannot cover interest expenses from operating income, indicating severe debt service stress
  • ! Depressed returns metrics (ROE 2.5%, ROA 0.3%) signal severe capital inefficiency and poor asset utilization, particularly concerning for banking sector
  • ! Earnings quality deterioration: net income flat YoY despite 55.8% revenue growth suggests hidden cost pressures, increased loan loss provisions, or one-time charges
ChatGPT
  • ! Revenue growth did not translate into net income growth, raising concerns about earnings quality
  • ! Diluted EPS fell materially year over year, suggesting shareholder dilution or weaker per-share profitability
  • ! ROE of 6.9% and ROA of 0.8% are modest for a bank and imply only average capital efficiency

Key Metrics to Watch

Claude
  • * Interest coverage ratio - must sustain above 1.5x minimum for financial viability
  • * Return on equity trend - requires improvement toward 8-10% range for sector competitiveness
  • * Net income growth reconciliation - identify causes of profitability stagnation relative to revenue expansion
ChatGPT
  • * Net interest margin and provision expense trend
  • * ROE, ROA, and diluted EPS recovery

Bar Harbor Bankshares (BHB) Financial Metrics & Key Ratios

Revenue
$55.3M
Net Income
$13.5M
EPS (Diluted)
$0.81
Free Cash Flow
$3.0M
Total Assets
$4.7B
Cash Position
$82.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BHB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 31.0%
Net Margin 24.5%
ROE 2.5%
ROA 0.3%
FCF Margin 5.4%

BHB vs Finance Sector: How Bar Harbor Bankshares Compares

How Bar Harbor Bankshares compares to Finance sector averages

Net Margin
BHB 24.5%
vs
Sector Avg 25.0%
BHB Sector
ROE
BHB 2.5%
vs
Sector Avg 12.0%
BHB Sector
Current Ratio
BHB 0.0x
vs
Sector Avg 1.2x
BHB Sector
Debt/Equity
BHB 0.3x
vs
Sector Avg 2.0x
BHB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Bar Harbor Bankshares Stock Overvalued? BHB Valuation Analysis 2026

Based on fundamental analysis, Bar Harbor Bankshares has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
2.5%
Sector avg: 12%
Net Profit Margin
24.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.25x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Bar Harbor Bankshares Balance Sheet: BHB Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.25x
Debt/Assets
88.5%
Interest Coverage
0.93x
Long-term Debt
$135.4M

BHB Revenue & Earnings Growth: 5-Year Financial Trend

BHB 5-year financial data: Year 2018: Revenue $21.5M, Net Income N/A, EPS N/A. Year 2019: Revenue $22.2M, Net Income N/A, EPS N/A. Year 2020: Revenue $24.7M, Net Income N/A, EPS N/A. Year 2021: Revenue $28.4M, Net Income $22.6M, EPS $1.45. Year 2022: Revenue $29.4M, Net Income $33.2M, EPS $2.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bar Harbor Bankshares's revenue has grown significantly by 36% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.95 reflects profitable operations.

BHB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.4%
Free cash flow / Revenue

BHB Quarterly Earnings & Performance

Quarterly financial performance data for Bar Harbor Bankshares including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2022 $7.4M $8.0M $0.73
Q2 2022 $7.1M $9.0M $0.60
Q1 2022 $6.6M $5.8M $0.60
Q3 2021 $6.4M $8.0M $0.56
Q2 2021 $5.6M $7.7M $0.55
Q1 2021 $6.5M $1.9M $0.50
Q3 2020 $5.6M $5.0M $0.32
Q2 2020 $5.6M $6.1M $0.39

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Bar Harbor Bankshares Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$5.0M
Cash generated from operations
Stock Buybacks
$14.2M
Shares repurchased (TTM)
Capital Expenditures
$2.0M
Investment in assets
Dividends Paid
$5.4M
Returned to shareholders

BHB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Bar Harbor Bankshares (CIK: 0000743367)

📋 Recent SEC Filings

Date Form Document Action
May 7, 2026 8-K bhb-20260507x8k.htm View →
May 6, 2026 8-K bhb-20260506x8k.htm View →
May 5, 2026 10-Q bhb-20260331x10q.htm View →
Apr 28, 2026 4 xslF345X06/form4-04282026_070409.xml View →
Apr 27, 2026 4 xslF345X06/form4-04272026_050418.xml View →

Frequently Asked Questions about BHB

What is the AI rating for BHB?

Bar Harbor Bankshares (BHB) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BHB's key strengths?

Claude: Conservative leverage with debt-to-equity ratio of 0.25x provides balance sheet flexibility for debt reduction. Operating margin of 31.0% demonstrates pricing power and cost discipline in core banking operations. ChatGPT: Positive operating cash flow and free cash flow indicate good internal capital generation. Balance sheet leverage appears manageable with relatively low long-term debt versus equity.

What are the risks of investing in BHB?

Claude: Interest coverage ratio of 0.9x is critical failure - company cannot cover interest expenses from operating income, indicating severe debt service stress. Depressed returns metrics (ROE 2.5%, ROA 0.3%) signal severe capital inefficiency and poor asset utilization, particularly concerning for banking sector. ChatGPT: Revenue growth did not translate into net income growth, raising concerns about earnings quality. Diluted EPS fell materially year over year, suggesting shareholder dilution or weaker per-share profitability.

What is BHB's revenue and growth?

Bar Harbor Bankshares reported revenue of $55.3M.

Does BHB pay dividends?

Bar Harbor Bankshares pays dividends, with $5.4M distributed to shareholders in the trailing twelve months.

Where can I find BHB SEC filings?

Official SEC filings for Bar Harbor Bankshares (CIK: 0000743367) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BHB's EPS?

Bar Harbor Bankshares has a diluted EPS of $0.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is BHB's fundamental grade?

Based on our AI fundamental analysis in June 2026, Bar Harbor Bankshares has a C grade with 76% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is BHB stock overvalued or undervalued?

Valuation metrics for BHB: ROE of 2.5% (sector avg: 12%), net margin of 24.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is BHB's AI grade for 2026?

Our dual AI analysis gives Bar Harbor Bankshares a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BHB's free cash flow?

Bar Harbor Bankshares's operating cash flow is $5.0M, with capital expenditures of $2.0M. FCF margin is 5.4%.

How does BHB compare to other Finance stocks?

Vs Finance sector averages: Net margin 24.5% (avg: 25%), ROE 2.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI