BANCORP INC., THE DL-,01

Shares of Cathay General Bancorp rose to a record high of $55.75, about 1% below its 52-week high; market capitalization is $3.72 billion with a P/E of 11.48. Over the past year the stock gained 32.68%; the bank has paid dividends for 36 years and currently yields 2.8%. For Q1 2026 the company reported EPS of $1.29 and revenue of $213.2 million, both slightly above expectations. The board approved a new share buyback program of up to $150 million after completing a prior repurchase of 3,217,481 shares at an average price of $46.62. » More on de.investing.com

The Bancorp introduced its APEX 2030 strategic plan targeting annualized EPS growth of 15% to over 30% by 2030. Core elements include established growth of 10–15% from the sponsor-bank business and lending, plus incremental growth of 5–15% from embedded-finance platforms and balance-sheet transformation. Management maintains its 2026 annual guidance of $5.90 per share and provides a preliminary 2027 range of $8.10–$8.30, but acknowledges revenue realization risks after Q1 revenue missed expectations by 28%. Strong profitability metrics, high deposit stability and an aggressive capital return program support the strategy, though execution pace and regulatory risks remain critical to its success. » More on de.investing.com

The Bancorp reported Q1 2026 EPS of $1.41, surpassing the expected $1.33. Revenue fell to $132.5 million, well short of the projected $183.39 million. The loan portfolio grew strongly, driven by "Credit Sponsorship Loans," and management reaffirmed its 2026 EPS guidance and offered an optimistic outlook for 2027. The stock closed slightly higher as investors weighed the earnings strength and loan growth more heavily than the revenue decline. » More on de.investing.com