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Northfield Bancorp, Inc. (NFBK) Stock Fundamental Analysis & AI Rating 2026

NFBK Nasdaq Savings Institution, Federally Chartered DE CIK: 0001493225
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 22, 2026 (in 6 days) • TBD ET • All earnings →
Combined AI Rating
SELL
76% Confidence
AGREEMENT
STRONG SELL
85% Conf
SELL
68% Conf

📊 NFBK Key Takeaways

Revenue: $6.9M
Net Margin: 11.6%
Free Cash Flow: $52.5M
Current Ratio: N/A
Debt/Equity: 0.97x
EPS: $0.02
AI Rating: STRONG SELL with 85% confidence
Northfield Bancorp, Inc. (NFBK) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $6.9M, net profit margin of 11.6%, and return on equity (ROE) of 0.1%, Northfield Bancorp, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NFBK stock analysis for 2026.

Is Northfield Bancorp, Inc. (NFBK) a Good Investment?

Claude

Northfield Bancorp faces severe financial distress with interest coverage of 0.6x, indicating inability to cover interest expenses from operating income. The 97% revenue collapse and near-zero returns (ROE 0.1%, ROA 0.0%) reflect fundamental deterioration in core operations, creating acute solvency concerns for a federally chartered savings institution.

ChatGPT

Profitability has collapsed, with revenue and net income down ~97% YoY, ROE near zero, and interest coverage below 1—pointing to severe earnings pressure from higher funding costs and compressed spreads. While capital is sizable ($690M equity) and operating cash flow is positive, current earnings power is too weak to be constructive. Fundamentals need clear improvement in core net interest income and funding costs before a more positive view is warranted.

Why Buy Northfield Bancorp, Inc. Stock? NFBK Key Strengths

Claude
  • + Positive operating cash flow of $53.7M provides near-term liquidity buffer
  • + Substantial asset base of $5.8B provides structural foundation for potential recovery
  • + Debt-to-equity ratio of 0.97x is moderate relative to banking sector leverage norms
ChatGPT
  • + Positive operating cash flow and low capex supporting free cash flow
  • + Sizable equity base ($690M) with moderate long‑term debt to equity (~0.97x)
  • + Positive operating income and net margin despite pressure

NFBK Stock Risks: Northfield Bancorp, Inc. Investment Risks

Claude
  • ! Interest coverage of 0.6x indicates operating income insufficient to service debt; critical for financial institutions
  • ! Net income collapse of 97.3% YoY signals fundamental business deterioration or structural operational failure
  • ! ROE and ROA essentially zero (0.1% and 0.0%) demonstrate company is destroying shareholder value and barely generating asset returns
  • ! Unexplained revenue decline of 97% suggests either major business loss or potential accounting/reporting anomalies
  • ! Long-term debt of $666.4M nearly equals equity of $690.1M, indicating leverage stress
ChatGPT
  • ! Revenue and EPS down ~97% YoY indicating collapsing earnings power
  • ! Interest coverage at 0.6x signals funding cost stress and weak capacity to cover interest
  • ! Extremely low ROE/ROA reflect poor returns and vulnerability to further margin compression or credit losses

Key Metrics to Watch

Claude
  • * Interest coverage ratio trending back above 1.0x for debt service sustainability
  • * Revenue stabilization and recovery path; identify drivers of 97% collapse
  • * Net interest margin and provision for credit losses to assess core profitability recovery
ChatGPT
  • * Net interest margin (NIM)
  • * Interest coverage ratio

Northfield Bancorp, Inc. (NFBK) Financial Metrics & Key Ratios

Revenue
$6.9M
Net Income
$796.0K
EPS (Diluted)
$0.02
Free Cash Flow
$52.5M
Total Assets
$5.8B
Cash Position
$164.0M

💡 AI Analyst Insight

The 764.9% 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.

NFBK Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 248.2%
Net Margin 11.6%
ROE 0.1%
ROA 0.0%
FCF Margin 764.9%

NFBK vs Finance Sector: How Northfield Bancorp, Inc. Compares

How Northfield Bancorp, Inc. compares to Finance sector averages

Net Margin
NFBK 11.6%
vs
Sector Avg 25.0%
NFBK Sector
ROE
NFBK 0.1%
vs
Sector Avg 12.0%
NFBK Sector
Current Ratio
NFBK 0.0x
vs
Sector Avg 1.2x
NFBK Sector
Debt/Equity
NFBK 1.0x
vs
Sector Avg 2.0x
NFBK Sector

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

Is Northfield Bancorp, Inc. Stock Overvalued? NFBK Valuation Analysis 2026

Based on fundamental analysis, Northfield Bancorp, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
0.1%
Sector avg: 12%
Net Profit Margin
11.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.97x
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.

Northfield Bancorp, Inc. Balance Sheet: NFBK Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.97x
Debt/Assets
88.0%
Interest Coverage
0.55x
Long-term Debt
$666.4M

NFBK Revenue & Earnings Growth: 5-Year Financial Trend

NFBK 5-year financial data: Year 2021: Revenue $5.4M, Net Income $40.2M, EPS $0.85. Year 2022: Revenue $5.7M, Net Income $37.0M, EPS $0.76. Year 2023: Revenue $5.7M, Net Income $70.7M, EPS $1.45. Year 2024: Revenue $6.4M, Net Income $61.1M, EPS $1.32. Year 2025: Revenue $6.9M, Net Income $37.7M, EPS $0.86.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Northfield Bancorp, Inc.'s revenue has grown significantly by 27% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.86 reflects profitable operations.

NFBK 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
764.9%
Free cash flow / Revenue

NFBK Quarterly Earnings & Performance

Quarterly financial performance data for Northfield Bancorp, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.6M $6.5M $0.16
Q2 2025 $1.6M $6.0M $0.14
Q1 2025 $1.6M $6.2M $0.15
Q3 2024 $1.3M $6.5M $0.16
Q2 2024 $1.3M $6.0M $0.14
Q1 2024 $1.4M $6.2M $0.15
Q3 2023 $1.3M $8.2M $0.19
Q2 2023 $1.3M $9.6M $0.22

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

Northfield Bancorp, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$53.7M
Cash generated from operations
Stock Buybacks
$15.4M
Shares repurchased (TTM)
Capital Expenditures
$1.2M
Investment in assets
Dividends Paid
$21.2M
Returned to shareholders

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

Access official SEC EDGAR filings for Northfield Bancorp, Inc. (CIK: 0001493225)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/wk-form4_1774016945.xml View →
Mar 19, 2026 4 xslF345X06/wk-form4_1773934914.xml View →
Mar 2, 2026 10-K nfbk-20251231.htm View →
Feb 6, 2026 8-K nfbk-20260204.htm View →
Feb 5, 2026 4 xslF345X05/wk-form4_1770324289.xml View →

Frequently Asked Questions about NFBK

What is the AI rating for NFBK?

Northfield Bancorp, Inc. (NFBK) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NFBK's key strengths?

Claude: Positive operating cash flow of $53.7M provides near-term liquidity buffer. Substantial asset base of $5.8B provides structural foundation for potential recovery. ChatGPT: Positive operating cash flow and low capex supporting free cash flow. Sizable equity base ($690M) with moderate long‑term debt to equity (~0.97x).

What are the risks of investing in NFBK?

Claude: Interest coverage of 0.6x indicates operating income insufficient to service debt; critical for financial institutions. Net income collapse of 97.3% YoY signals fundamental business deterioration or structural operational failure. ChatGPT: Revenue and EPS down ~97% YoY indicating collapsing earnings power. Interest coverage at 0.6x signals funding cost stress and weak capacity to cover interest.

What is NFBK's revenue and growth?

Northfield Bancorp, Inc. reported revenue of $6.9M.

Does NFBK pay dividends?

Northfield Bancorp, Inc. pays dividends, with $21.2M distributed to shareholders in the trailing twelve months.

Where can I find NFBK SEC filings?

Official SEC filings for Northfield Bancorp, Inc. (CIK: 0001493225) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NFBK's EPS?

Northfield Bancorp, Inc. has a diluted EPS of $0.02.

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 NFBK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Northfield Bancorp, Inc. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NFBK stock overvalued or undervalued?

Valuation metrics for NFBK: ROE of 0.1% (sector avg: 12%), net margin of 11.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy NFBK stock in 2026?

Our dual AI analysis gives Northfield Bancorp, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NFBK's free cash flow?

Northfield Bancorp, Inc.'s operating cash flow is $53.7M, with capital expenditures of $1.2M. FCF margin is 764.9%.

How does NFBK compare to other Finance stocks?

Vs Finance sector averages: Net margin 11.6% (avg: 25%), ROE 0.1% (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