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Nbt Bancorp Inc. (NBTB) Fundamental Analysis & AI Grade 2026

NBTB Nasdaq National Commercial Banks DE CIK: 0000790359
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
62% Confidence
STRONG AGREEMENT
B
60% Conf
B
64% Conf

📊 NBTB Key Takeaways

Revenue: $182.6M
Net Margin: 28.0%
Free Cash Flow: $48.6M
Current Ratio: N/A
Debt/Equity: 0.01x
EPS: $0.98
AI Grade: B with 60% confidence
Nbt Bancorp Inc. (NBTB) receives a B fundamental grade with 62% confidence from our AI analysis based on SEC 10-K filings. With revenue of $182.6M, net profit margin of 28.0%, and return on equity (ROE) of 2.7%, Nbt Bancorp Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NBTB stock analysis for 2026.

Is Nbt Bancorp Inc. (NBTB) a Good Investment?

Claude

NBT Bancorp maintains a fortress-like balance sheet with minimal debt and positive free cash flow generation, but profitability is severely impaired. The critically low ROE of 2.7% and ROA of 0.3% represent unacceptable returns for a bank, while the 74.3% revenue decline signals major underlying business deterioration that requires clarity.

ChatGPT

Capital and liquidity look solid with ROA ~1.1% and ROE ~8.9%, but fundamentals show mixed quality as EPS rose while revenue plunged 74% YoY. Exceptionally high margins and FCF suggest non-recurring items or accounting mix effects rather than sustainable core growth. Await normalization of earnings and stabilization of core revenue drivers before upgrading.

Nbt Bancorp Inc. Key Strengths (NBTB)

Claude
  • + Extremely low debt with 0.01x Debt/Equity ratio and $25M long-term debt providing fortress balance sheet
  • + Positive free cash flow of $48.6M with strong 26.6% FCF margin demonstrating cash generation capability
  • + Substantial liquidity with $716.1M in cash and equivalents for operational flexibility
ChatGPT
  • + Strong capitalization and low structural leverage (D/E ~0.01x; equity/assets ~12%)
  • + Solid profitability metrics for a regional bank (ROA 1.1%, ROE 8.9%) with EPS growth
  • + Healthy cash generation and adequate interest coverage (FCF margin ~120%, 4.2x)

NBTB Stock Risks: Nbt Bancorp Inc. Investment Risks

Claude
  • ! Critically low returns with ROE of 2.7% and ROA of 0.3% indicating severe capital deployment inefficiency
  • ! Dramatic 74.3% year-over-year revenue collapse suggesting major client losses, portfolio contraction, or structural business problems
  • ! Tight interest coverage of 1.3x leaving minimal margin for safety and vulnerability to rate environment changes
ChatGPT
  • ! Severe revenue contraction (-74% YoY) questions durability of core earnings
  • ! Elevated margins likely reflect one-time or noncore items, risking mean reversion
  • ! Exposure to funding cost pressures and credit cycle that could compress NIM and raise losses

Key Metrics to Watch

Claude
  • * Return on Equity trajectory - must improve substantially from 2.7% level to demonstrate recovery
  • * Net Interest Income stability and growth - critical to understand revenue decline mechanics and sustainability
  • * Non-performing loans and loan loss provisions - indicators of asset quality deterioration driving poor returns
ChatGPT
  • * Net interest margin (NIM)
  • * Credit losses (net charge-offs/nonperforming loans)

Nbt Bancorp Inc. (NBTB) Financial Metrics & Key Ratios

Revenue
$182.6M
Net Income
$51.1M
EPS (Diluted)
$0.98
Free Cash Flow
$48.6M
Total Assets
$16.2B
Cash Position
$716.1M

💡 AI Analyst Insight

The 26.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

NBTB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 36.5%
Net Margin 28.0%
ROE 2.7%
ROA 0.3%
FCF Margin 26.6%

NBTB vs Finance Sector: How Nbt Bancorp Inc. Compares

How Nbt Bancorp Inc. compares to Finance sector averages

Net Margin
NBTB 28.0%
vs
Sector Avg 25.0%
NBTB Sector
ROE
NBTB 2.7%
vs
Sector Avg 12.0%
NBTB Sector
Current Ratio
NBTB 0.0x
vs
Sector Avg 1.2x
NBTB Sector
Debt/Equity
NBTB 0.0x
vs
Sector Avg 2.0x
NBTB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Nbt Bancorp Inc. Stock Overvalued? NBTB Valuation Analysis 2026

Based on fundamental analysis, Nbt Bancorp Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
2.7%
Sector avg: 12%
Net Profit Margin
28.0%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.01x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Nbt Bancorp Inc. Balance Sheet: NBTB Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.01x
Debt/Assets
88.2%
Interest Coverage
1.29x
Long-term Debt
$25.0M

NBTB Revenue & Earnings Growth: 5-Year Financial Trend

NBTB 5-year financial data: Year 2021: Revenue $151.0M, Net Income $121.0M, EPS $2.74. Year 2022: Revenue $151.0M, Net Income $104.4M, EPS $2.37. Year 2023: Revenue $151.0M, Net Income $154.9M, EPS $3.54. Year 2024: Revenue $165.7M, Net Income $152.0M, EPS $3.52. Year 2025: Revenue $183.0M, Net Income $118.8M, EPS $2.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nbt Bancorp Inc.'s revenue has grown significantly by 21% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.65 reflects profitable operations.

NBTB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
26.6%
Free cash flow / Revenue

NBTB Quarterly Earnings & Performance

Quarterly financial performance data for Nbt Bancorp Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2018 $29.5M $22.9M $0.52
Q2 2018 $29.1M $21.4M $0.49
Q1 2018 $27.3M $15.3M $0.46

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Nbt Bancorp Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$53.0M
Cash generated from operations
Stock Buybacks
$11.0M
Shares repurchased (TTM)
Capital Expenditures
$4.4M
Investment in assets
Dividends Paid
$19.2M
Returned to shareholders

NBTB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nbt Bancorp Inc. (CIK: 0000790359)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 4 xslF345X06/edgardoc.xml View →
May 21, 2026 4 xslF345X06/edgardoc.xml View →
May 21, 2026 4 xslF345X06/edgardoc.xml View →
May 21, 2026 4 xslF345X06/edgardoc.xml View →
May 21, 2026 4 xslF345X06/edgardoc.xml View →

Frequently Asked Questions about NBTB

What is the AI rating for NBTB?

Nbt Bancorp Inc. (NBTB) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 62% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NBTB's key strengths?

Claude: Extremely low debt with 0.01x Debt/Equity ratio and $25M long-term debt providing fortress balance sheet. Positive free cash flow of $48.6M with strong 26.6% FCF margin demonstrating cash generation capability. ChatGPT: Strong capitalization and low structural leverage (D/E ~0.01x; equity/assets ~12%). Solid profitability metrics for a regional bank (ROA 1.1%, ROE 8.9%) with EPS growth.

What are the risks of investing in NBTB?

Claude: Critically low returns with ROE of 2.7% and ROA of 0.3% indicating severe capital deployment inefficiency. Dramatic 74.3% year-over-year revenue collapse suggesting major client losses, portfolio contraction, or structural business problems. ChatGPT: Severe revenue contraction (-74% YoY) questions durability of core earnings. Elevated margins likely reflect one-time or noncore items, risking mean reversion.

What is NBTB's revenue and growth?

Nbt Bancorp Inc. reported revenue of $182.6M.

Does NBTB pay dividends?

Nbt Bancorp Inc. pays dividends, with $19.2M distributed to shareholders in the trailing twelve months.

Where can I find NBTB SEC filings?

Official SEC filings for Nbt Bancorp Inc. (CIK: 0000790359) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NBTB's EPS?

Nbt Bancorp Inc. has a diluted EPS of $0.98.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is NBTB's fundamental grade?

Based on our AI fundamental analysis in May 2026, Nbt Bancorp Inc. has a B grade with 62% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is NBTB stock overvalued or undervalued?

Valuation metrics for NBTB: ROE of 2.7% (sector avg: 12%), net margin of 28.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is NBTB's AI grade for 2026?

Our dual AI analysis gives Nbt Bancorp Inc. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NBTB's free cash flow?

Nbt Bancorp Inc.'s operating cash flow is $53.0M, with capital expenditures of $4.4M. FCF margin is 26.6%.

How does NBTB compare to other Finance stocks?

Vs Finance sector averages: Net margin 28.0% (avg: 25%), ROE 2.7% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI