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Dime Community Bancshares Q1 Net Income Jumps 67%

Dime reported first-quarter net income available to common stockholders of $32.8 million, up from $30.0 million in the fourth quarter of 2025 and $19.6 million in the first quarter of 2025. Diluted earnings per share rose to $0.75 from $0.68 in the prior quarter and $0.45 a year earlier, a 10% sequential increase and a 67% year-over-year jump.

Net interest income was flat sequentially at $112.3 million, but up from $94.2 million a year earlier. Net interest margin widened to 3.21% from 3.11% in the fourth quarter of 2025 and 2.95% in the first quarter of 2025.

Total deposits ended the quarter at $12.60 billion, down from $12.84 billion at Dec. 31, 2025, but up from $11.61 billion a year earlier. Core deposits, excluding brokered and time deposits, increased $999.3 million year over year. Brokered deposits were $215.0 million, up from $200.0 million in the prior quarter but down from $285.6 million a year earlier. Federal Home Loan Bank advances fell to $435.0 million from $508.0 million in both the prior quarter and the year-ago quarter.

Business loans ended at $3.36 billion, up from $3.24 billion in the fourth quarter and $2.79 billion a year earlier. That was a quarterly increase of $123.8 million and a year-over-year increase of $575.6 million. Total loans held for investment were $10.61 billion, down from $10.76 billion at year-end and $10.87 billion a year earlier.

Loan originations excluding new lines of credit were $220.4 million, down from $225.3 million in the fourth quarter but well above $77.9 million a year earlier. Including new lines of credit, originations were $500.1 million, up from $467.2 million in the prior quarter and $126.4 million a year earlier.

Non-interest income was $11.3 million, compared with $11.5 million in the fourth quarter and $9.6 million in the first quarter of 2025. Non-interest expense declined to $62.8 million from $65.1 million in the prior quarter and $65.5 million a year earlier. The efficiency ratio improved to 50.8% from 52.6% in the fourth quarter and 63.1% a year earlier.

The company recorded a credit loss provision of $12.3 million, up from $10.9 million in the prior quarter and $9.6 million a year earlier. Non-performing loans held for investment were $57.1 million, versus $52.3 million at Dec. 31, 2025 and $58.0 million at March 31, 2025.

Stockholders’ equity rose to $1.50 billion from $1.48 billion at year-end. Book value per common share increased to $31.33 from $30.99, while tangible common book value per share rose to $27.73 from $27.37. The tier 1 common equity ratio increased to 11.87% at quarter-end. Today the company's shares have moved -0.36% to a price of $33.20. For the full picture, make sure to review Dime Community Bancshares's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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