Mercantile Bank stock rating upgraded by Raymond James on strong fees

Published 24/07/2025, 11:26
Mercantile Bank stock rating upgraded by Raymond James on strong fees

Investing.com - Raymond (NSE:RYMD) James upgraded Mercantile Bank Corporation (NASDAQ:MBWM) from Market Perform to Outperform and established a price target of $55.00 following the bank’s second-quarter results. According to InvestingPro data, four analysts have recently revised their earnings estimates upward, with price targets ranging from $54 to $57.

The upgrade came after Mercantile Bank reported favorable core trends with stronger-than-expected fees and stable credit performance that drove results higher than anticipated.

Raymond James highlighted the bank’s recently announced acquisition of Eastern Michigan Financial Corp. (EFIN), which is expected to provide earnings per share accretion and an attractive low-cost deposit base that supports Mercantile’s strategy to reduce its loan-to-deposit ratio.

While elevated payoff activity is weighing on near-term loan growth, the investment firm noted that Mercantile’s pipelines remain solid overall, and the EFIN acquisition provides funding for growth in fast-growing legacy markets by leveraging EFIN’s underlevered balance sheet with a 46% loan-to-deposit ratio.

Raymond James believes Mercantile Bank’s current valuation, which represents a modest discount to peers, provides an attractive entry point for investors given the bank’s enhanced profitability forecasts along with solid growth and credit risk profiles. Trading at a P/E ratio of 9.51 and offering a 3.11% dividend yield, InvestingPro analysis suggests the stock is currently fairly valued based on its comprehensive Fair Value model.

In other recent news, Mercantile Bank Corporation reported strong financial results for the second quarter of 2025, exceeding analysts’ expectations. The bank achieved earnings per share (EPS) of $1.39, surpassing the forecasted $1.24, marking a 12.1% earnings surprise. Revenue for the quarter was $60.9 million, slightly above the anticipated $60.02 million. Additionally, Piper Sandler raised its price target for Mercantile Bank to $56 from $47.50, maintaining a Neutral rating on the stock. The research firm attributed this adjustment to Mercantile’s solid second-quarter results, improved guidance for the second half of 2025, and the strategic benefits of the company’s recently announced acquisition of EFIN. These developments reflect the bank’s positive momentum and strategic positioning.

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