← Back to All US Stocks

Northwest Bancshares, Inc. (NWBI) Fundamental Analysis & AI Grade 2026

NWBI Nasdaq National Commercial Banks MD CIK: 0001471265
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
62% Confidence
STRONG AGREEMENT
B
62% Conf
B
63% Conf

📊 NWBI Key Takeaways

Revenue: $201.6M
Net Margin: 25.1%
Free Cash Flow: $69.6M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.34
AI Grade: B with 62% confidence
Northwest Bancshares, Inc. (NWBI) receives a B fundamental grade with 62% confidence from our AI analysis based on SEC 10-K filings. With revenue of $201.6M, net profit margin of 25.1%, and return on equity (ROE) of 2.7%, Northwest Bancshares, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete NWBI stock analysis for 2026.

Is Northwest Bancshares, Inc. (NWBI) a Good Investment?

Claude

Northwest Bancshares demonstrates strong top-line growth (42.7% revenue, 25.8% net income) and excellent cash generation (34.5% FCF margin), but critically weak return metrics (2.7% ROE, 0.3% ROA) and dangerous interest coverage (1.2x) indicate severe asset deployment inefficiency typical of underperforming regional banks.

ChatGPT

Northwest Bancshares shows solid fundamental momentum with 42.7% revenue growth translating to double-digit gains in net income and EPS, alongside healthy free cash flow. However, profitability remains only moderate for a bank (ROE 6.7%, ROA 0.8%) and interest coverage is modest, tempering the quality of growth. Sustained improvement in core returns and stable credit performance are needed to warrant a more constructive stance.

Northwest Bancshares, Inc. Key Strengths (NWBI)

Claude
  • + Revenue growth of 42.7% YoY with net income growth of 25.8% YoY shows strong business momentum
  • + Excellent operating margin (33.1%) and net margin (25.1%) demonstrate pricing power and cost control
  • + Strong free cash flow generation of $69.6M with 34.5% FCF margin and zero long-term debt
  • + Positive EPS growth of 16.5% YoY indicates per-share value creation
  • + No long-term debt with 0.00x debt/equity ratio provides financial flexibility
ChatGPT
  • + Robust top-line growth with double-digit EPS and net income gains
  • + Healthy free cash flow generation (18.9% FCF margin) supporting flexibility
  • + Consistent profitability with a 16.8% net margin

NWBI Stock Risks: Northwest Bancshares, Inc. Investment Risks

Claude
  • ! Critical ROE of 2.7% and ROA of 0.3% far below banking industry standards (8-12% ROE, 0.8%+ ROA), signaling severe asset efficiency problems
  • ! Dangerously low interest coverage ratio of 1.2x leaves minimal cushion for covering interest expenses if operating conditions deteriorate
  • ! Excessive leverage with $15.0B liabilities against only $1.9B equity creates fragility despite zero long-term debt
  • ! High insider trading activity (49 Form 4 filings in 90 days) could signal management concerns about business sustainability
  • ! Poor return on equity suggests structural challenges in customer acquisition, loan pricing, or deposit costs
ChatGPT
  • ! Subpar returns (ROE 6.7%, ROA 0.8%) indicate efficiency challenges
  • ! Funding cost pressures could compress net interest margin and earnings
  • ! Credit deterioration or higher charge-offs could erode capital and profits

Key Metrics to Watch

Claude
  • * Return on Equity trend - needs to improve toward 8%+ to be competitive
  • * Interest coverage ratio - critical safety threshold at 1.5x; must not deteriorate further
  • * Net interest margin and loan portfolio quality - identify root cause of low ROA
  • * Asset efficiency (total assets per dollar of equity) - assess if growth strategy is capital efficient
  • * Deposit and loan growth rates - validate if 42.7% revenue growth is sustainable
ChatGPT
  • * Net interest margin (NIM)
  • * Nonperforming loans and net charge-offs

Northwest Bancshares, Inc. (NWBI) Financial Metrics & Key Ratios

Revenue
$201.6M
Net Income
$50.5M
EPS (Diluted)
$0.34
Free Cash Flow
$69.6M
Total Assets
$16.9B
Cash Position
$286.7M

💡 AI Analyst Insight

The 34.5% 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.

NWBI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 33.1%
Net Margin 25.1%
ROE 2.7%
ROA 0.3%
FCF Margin 34.5%

NWBI vs Finance Sector: How Northwest Bancshares, Inc. Compares

How Northwest Bancshares, Inc. compares to Finance sector averages

Net Margin
NWBI 25.1%
vs
Sector Avg 25.0%
NWBI Sector
ROE
NWBI 2.7%
vs
Sector Avg 12.0%
NWBI Sector
Current Ratio
NWBI 0.0x
vs
Sector Avg 1.2x
NWBI Sector
Debt/Equity
NWBI 0.0x
vs
Sector Avg 2.0x
NWBI Sector

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

Is Northwest Bancshares, Inc. Stock Overvalued? NWBI Valuation Analysis 2026

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

Return on Equity
2.7%
Sector avg: 12%
Net Profit Margin
25.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Northwest Bancshares, Inc. Balance Sheet: NWBI Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
88.7%
Interest Coverage
1.17x
Long-term Debt
N/A

NWBI Revenue & Earnings Growth: 5-Year Financial Trend

NWBI 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Northwest Bancshares, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.06 reflects profitable operations.

NWBI 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
34.5%
Free cash flow / Revenue

Northwest Bancshares, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$73.9M
Cash generated from operations
Capital Expenditures
$4.3M
Investment in assets
Dividends Paid
$29.4M
Returned to shareholders

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

Access official SEC EDGAR filings for Northwest Bancshares, Inc. (CIK: 0001471265)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 8-K nwbi-20260520.htm View →
May 22, 2026 4 xslF345X06/wk-form4_1779478174.xml View →
May 22, 2026 4 xslF345X06/wk-form4_1779478087.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779220416.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779220283.xml View →

Frequently Asked Questions about NWBI

What is the AI rating for NWBI?

Northwest Bancshares, Inc. (NWBI) 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 NWBI's key strengths?

Claude: Revenue growth of 42.7% YoY with net income growth of 25.8% YoY shows strong business momentum. Excellent operating margin (33.1%) and net margin (25.1%) demonstrate pricing power and cost control. ChatGPT: Robust top-line growth with double-digit EPS and net income gains. Healthy free cash flow generation (18.9% FCF margin) supporting flexibility.

What are the risks of investing in NWBI?

Claude: Critical ROE of 2.7% and ROA of 0.3% far below banking industry standards (8-12% ROE, 0.8%+ ROA), signaling severe asset efficiency problems. Dangerously low interest coverage ratio of 1.2x leaves minimal cushion for covering interest expenses if operating conditions deteriorate. ChatGPT: Subpar returns (ROE 6.7%, ROA 0.8%) indicate efficiency challenges. Funding cost pressures could compress net interest margin and earnings.

What is NWBI's revenue and growth?

Northwest Bancshares, Inc. reported revenue of $201.6M.

Does NWBI pay dividends?

Northwest Bancshares, Inc. pays dividends, with $29.4M distributed to shareholders in the trailing twelve months.

Where can I find NWBI SEC filings?

Official SEC filings for Northwest Bancshares, Inc. (CIK: 0001471265) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NWBI's EPS?

Northwest Bancshares, Inc. has a diluted EPS of $0.34.

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 NWBI's fundamental grade?

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

Is NWBI stock overvalued or undervalued?

Valuation metrics for NWBI: ROE of 2.7% (sector avg: 12%), net margin of 25.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is NWBI's AI grade for 2026?

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

What is NWBI's free cash flow?

Northwest Bancshares, Inc.'s operating cash flow is $73.9M, with capital expenditures of $4.3M. FCF margin is 34.5%.

How does NWBI compare to other Finance stocks?

Vs Finance sector averages: Net margin 25.1% (avg: 25%), ROE 2.7% (avg: 12%), current ratio N/A (avg: 1.2).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% DECK 87% NVDA 87%
Sector: All Finance Stocks →
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 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI