DA Davidson reiterates Buy rating on Peoples Bancorp stock despite EPS miss

Published 23/07/2025, 12:46
DA Davidson reiterates Buy rating on Peoples Bancorp stock despite EPS miss

Investing.com - DA Davidson has reiterated its Buy rating and $35.00 price target on Peoples Bancorp (NASDAQ:PEBO) stock despite an earnings per share miss that drove shares down 4% against the KRX index. The $1.06 billion market cap bank, which InvestingPro analysis shows is currently trading below its Fair Value, has maintained dividend payments for an impressive 52 consecutive years.

The bank reported stronger pre-provision net revenue (PPNR) than expected, with better net interest income and fees offsetting higher operating expenses. Peoples Bancorp’s net interest margin expanded by 3 basis points quarter-over-quarter to 4.15%, while loan growth was strong at 11%. Trading at a P/E ratio of 10.77x and maintaining a healthy 10% return on equity, the bank shows solid fundamental metrics according to InvestingPro’s comprehensive analysis.

The earnings miss was primarily driven by higher loan loss provisions, as reserves increased due to expected losses plateauing and model adjustments. The bank did report declining leasing losses during the period, though this was not enough to offset the overall increase in credit costs.

Deposits declined by 5% during the quarter, according to the report. The bank’s outlook for 2025 net interest margin remains elevated at 4%-4.2%.

DA Davidson lowered its earnings per share estimates due to credit costs but maintained its Buy rating based on above-peer returns expected in 2026, including approximately 1.8% PPNR return on average assets and about 16% return on tangible common equity, which the firm believes should eventually drive multiple expansion.

In other recent news, Peoples Bancorp Inc . announced its financial results for the second quarter of 2025. The company reported earnings per share (EPS) of $0.59, which fell short of the anticipated $0.77, representing a 23.38% negative surprise. However, revenue figures were more positive, with the company generating $114.46 million, slightly above the expected $113.27 million, surpassing forecasts by 1.05%. Despite the mixed financial performance, the revenue beat offers a silver lining for investors. These developments come amid other market activities, though no major mergers or acquisitions were reported. Analyst reactions to the earnings report were not detailed in the recent updates. The company continues to navigate the financial landscape with these recent figures. Investors are likely to keep a close watch on any further announcements from Peoples Bancorp.

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