S&T Bancorp

Q2 FY2026 EarningsQ2 FY26 beat consensus on top and bottom lines: total revenue $105.2B vs. $104.4B expected, and diluted EPS $1.02 vs. $0.92 expected. Net income of $36.6M exceeded the $33.5M forecast by 9.3%, driven by 7bps NIM expansion to 3.99% and significantly lower-than-expected net charge-offs (0.05% vs 0.09% in Q1). Management authorized a new $100M share repurchase program following the buyback of 8.3% of outstanding shares over the last three quarters.