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Nbt Bancorp Inc. (NBTB) Stock Fundamental Analysis & AI Rating 2026

NBTB Nasdaq National Commercial Banks DE CIK: 0000790359
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 23, 2026 (in 7 days) • After-hours ET • EPS est. $0.98 (vs $0.80 prior year) • All earnings →
Combined AI Rating
HOLD
51% Confidence
STRONG AGREEMENT
HOLD
38% Conf
HOLD
64% Conf

📊 NBTB Key Takeaways

Revenue: $183.0M
Net Margin: 92.5%
Free Cash Flow: $218.9M
Current Ratio: N/A
Debt/Equity: 0.01x
EPS: $3.33
AI Rating: HOLD with 38% confidence
Nbt Bancorp Inc. (NBTB) receives a HOLD rating with 51% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $183.0M, net profit margin of 92.5%, and return on equity (ROE) of 8.9%, Nbt Bancorp Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NBTB stock analysis for 2026.

Is Nbt Bancorp Inc. (NBTB) a Good Investment?

Claude

NBT Bancorp demonstrates solid balance sheet strength with conservative leverage (0.01x debt/equity) and robust free cash flow generation ($218.9M). However, a dramatic 74.3% revenue decline combined with mathematically inconsistent margin ratios (operating margin >100%, net margin 92.5%) creates substantial data quality concerns that prevent reliable assessment of fundamental profitability trends and earnings sustainability.

ChatGPT

Capital and liquidity look solid with ROA ~1.1% and ROE ~8.9%, but fundamentals show mixed quality as EPS rose while revenue plunged 74% YoY. Exceptionally high margins and FCF suggest non-recurring items or accounting mix effects rather than sustainable core growth. Await normalization of earnings and stabilization of core revenue drivers before upgrading.

Why Buy Nbt Bancorp Inc. Stock? NBTB Key Strengths

Claude
  • + Strong free cash flow generation of $218.9M with positive operating cash flow of $235.2M
  • + Highly conservative balance sheet with debt/equity of 0.01x and $487.1M in cash equivalents
  • + Positive EPS growth of 12.1% YoY despite revenue challenges
ChatGPT
  • + Strong capitalization and low structural leverage (D/E ~0.01x; equity/assets ~12%)
  • + Solid profitability metrics for a regional bank (ROA 1.1%, ROE 8.9%) with EPS growth
  • + Healthy cash generation and adequate interest coverage (FCF margin ~120%, 4.2x)

NBTB Stock Risks: Nbt Bancorp Inc. Investment Risks

Claude
  • ! Unexplained 74.3% year-over-year revenue decline suggests severe operational contraction or portfolio restructuring
  • ! Impossible financial ratios (>100% operating margin, 92.5% net margin) indicate significant data quality or accounting anomalies requiring investigation
  • ! Moderate ROA of 1.1% and ROE of 8.9% suggest below-average profitability for banking sector
ChatGPT
  • ! Severe revenue contraction (-74% YoY) questions durability of core earnings
  • ! Elevated margins likely reflect one-time or noncore items, risking mean reversion
  • ! Exposure to funding cost pressures and credit cycle that could compress NIM and raise losses

Key Metrics to Watch

Claude
  • * Reconciliation of revenue decline and clarification of operating income calculation to validate margin ratios
  • * Quarterly revenue trends to determine if 74.3% decline is temporary or structural
  • * Interest coverage ratio sustainability and deposit/loan portfolio composition
ChatGPT
  • * Net interest margin (NIM)
  • * Credit losses (net charge-offs/nonperforming loans)

Nbt Bancorp Inc. (NBTB) Financial Metrics & Key Ratios

Revenue
$183.0M
Net Income
$169.2M
EPS (Diluted)
$3.33
Free Cash Flow
$218.9M
Total Assets
$16.0B
Cash Position
$487.1M

💡 AI Analyst Insight

The 119.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

NBTB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 119.9%
Net Margin 92.5%
ROE 8.9%
ROA 1.1%
FCF Margin 119.7%

NBTB vs Finance Sector: How Nbt Bancorp Inc. Compares

How Nbt Bancorp Inc. compares to Finance sector averages

Net Margin
NBTB 92.5%
vs
Sector Avg 25.0%
NBTB Sector
ROE
NBTB 8.9%
vs
Sector Avg 12.0%
NBTB Sector
Current Ratio
NBTB 0.0x
vs
Sector Avg 1.2x
NBTB Sector
Debt/Equity
NBTB 0.0x
vs
Sector Avg 2.0x
NBTB Sector

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

Is Nbt Bancorp Inc. Stock Overvalued? NBTB Valuation Analysis 2026

Based on fundamental analysis, Nbt Bancorp Inc. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
8.9%
Sector avg: 12%
Net Profit Margin
92.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
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.

Nbt Bancorp Inc. Balance Sheet: NBTB Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.01x
Debt/Assets
88.1%
Interest Coverage
4.24x
Long-term Debt
$25.0M

NBTB Revenue & Earnings Growth: 5-Year Financial Trend

NBTB 5-year financial data: Year 2021: Revenue $151.0M, Net Income $121.0M, EPS $2.74. Year 2022: Revenue $151.0M, Net Income $104.4M, EPS $2.37. Year 2023: Revenue $151.0M, Net Income $154.9M, EPS $3.54. Year 2024: Revenue $165.7M, Net Income $152.0M, EPS $3.52. Year 2025: Revenue $183.0M, Net Income $118.8M, EPS $2.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nbt Bancorp Inc.'s revenue has grown significantly by 21% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.65 reflects profitable operations.

NBTB 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
119.7%
Free cash flow / Revenue

NBTB Quarterly Earnings & Performance

Quarterly financial performance data for Nbt Bancorp Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2018 $29.5M $22.9M $0.52
Q2 2018 $29.1M $21.4M $0.49
Q1 2018 $27.3M $15.3M $0.46

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

Nbt Bancorp Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$235.2M
Cash generated from operations
Stock Buybacks
$10.2M
Shares repurchased (TTM)
Capital Expenditures
$16.3M
Investment in assets
Dividends Paid
$72.6M
Returned to shareholders

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

Access official SEC EDGAR filings for Nbt Bancorp Inc. (CIK: 0000790359)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 DEF 14A ny20059955x1_def14a.htm View →
Mar 25, 2026 4 xslF345X06/form4.xml View →
Mar 25, 2026 4 xslF345X06/form4.xml View →
Mar 25, 2026 4 xslF345X06/form4.xml View →
Mar 25, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about NBTB

What is the AI rating for NBTB?

Nbt Bancorp Inc. (NBTB) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 51% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NBTB's key strengths?

Claude: Strong free cash flow generation of $218.9M with positive operating cash flow of $235.2M. Highly conservative balance sheet with debt/equity of 0.01x and $487.1M in cash equivalents. ChatGPT: Strong capitalization and low structural leverage (D/E ~0.01x; equity/assets ~12%). Solid profitability metrics for a regional bank (ROA 1.1%, ROE 8.9%) with EPS growth.

What are the risks of investing in NBTB?

Claude: Unexplained 74.3% year-over-year revenue decline suggests severe operational contraction or portfolio restructuring. Impossible financial ratios (>100% operating margin, 92.5% net margin) indicate significant data quality or accounting anomalies requiring investigation. ChatGPT: Severe revenue contraction (-74% YoY) questions durability of core earnings. Elevated margins likely reflect one-time or noncore items, risking mean reversion.

What is NBTB's revenue and growth?

Nbt Bancorp Inc. reported revenue of $183.0M.

Does NBTB pay dividends?

Nbt Bancorp Inc. pays dividends, with $72.6M distributed to shareholders in the trailing twelve months.

Where can I find NBTB SEC filings?

Official SEC filings for Nbt Bancorp Inc. (CIK: 0000790359) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NBTB's EPS?

Nbt Bancorp Inc. has a diluted EPS of $3.33.

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 rating reflects both perspectives for balanced insights.

Is NBTB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Nbt Bancorp Inc. has a HOLD rating with 51% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NBTB stock overvalued or undervalued?

Valuation metrics for NBTB: ROE of 8.9% (sector avg: 12%), net margin of 92.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy NBTB stock in 2026?

Our dual AI analysis gives Nbt Bancorp Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NBTB's free cash flow?

Nbt Bancorp Inc.'s operating cash flow is $235.2M, with capital expenditures of $16.3M. FCF margin is 119.7%.

How does NBTB compare to other Finance stocks?

Vs Finance sector averages: Net margin 92.5% (avg: 25%), ROE 8.9% (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: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI