• ConnectOne Bancorp, Inc. was recently removed from the Russell 2000 Dynamic Index, a change that can alter how index-tracking investors and funds allocate capital to the stock.
• This index removal may affect trading volumes and liquidity for ConnectOne, potentially influencing how consistently the bank can attract and retain institutional shareholder interest.
• Now we’ll explore how ConnectOne’s removal from the Russell 2000 Dynamic Index might interact with its merger-driven growth and efficiency narrative.

Find 44 companies with promising cash flow potential yet trading below their fair value.

ConnectOne Bancorp Investment Narrative Recap

To own ConnectOne Bancorp, you need to believe the merger‑expanded franchise in New York and New Jersey can translate scale and efficiency into durable profitability while managing higher commercial real estate and integration risk. The removal from the Russell 2000 Dynamic Index may change short term trading flows, but it does not fundamentally alter the main catalyst, which is merger execution, or the key risk around credit quality in its concentrated markets.

The most relevant recent announcement here is the strong Q1 2026 result, with net income of US$37.82 million and EPS of US$0.72, which reflects the merged bank’s larger balance sheet and earning power. How consistently ConnectOne can sustain that earnings profile, while absorbing integration costs and higher regulatory complexity after crossing US$10 billion in assets, will shape how investors interpret the impact of lower index related liquidity.

Yet, beneath the headline of index removal, investors should be aware of...

ConnectOne Bancorp's narrative projects $676.9 million revenue and $306.4 million earnings by 2029.

Uncover how ConnectOne Bancorp's forecasts yield a $33.80 fair value, in line with its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community value ConnectOne Bancorp between US$33.80 and US$66.57, showing how far apart individual fair value views can sit. You can weigh those opinions against the merger driven growth catalyst and heightened commercial real estate and regional concentration risks that could influence how sustainably the current performance holds up over time.

Explore 3 other fair value estimates on ConnectOne Bancorp - why the stock might be worth just $33.80!

Decide For Yourself

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your ConnectOne Bancorp research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free ConnectOne Bancorp research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ConnectOne Bancorp's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.