N.T. Butterfield Reports $1.54 Q4 EPS, Approves 3M Share Buyback and 3.5% Yield

NTBNTB

The Bank of N.T. Butterfield & Son delivered Q4 EPS of $1.54 and achieved a 24.2% ROATCE for 2025. It repurchased 3.5 million shares, authorized a 3.0 million share buyback for 2026 and offers a 3.5% dividend yield.

1. Strong Q4 and Full-Year 2025 Performance

The Bank of N.T. Butterfield & Son delivered Q4 EPS of $1.54, surpassing expectations, and generated a 24.2% core return on average tangible common equity for the full-year 2025, reflecting robust profitability in its offshore banking niche.

2. Capital Return Initiatives

During 2025 the bank repurchased 3.5 million shares and has authorized an additional 3.0 million share buyback program for 2026, underscoring management’s commitment to returning excess capital to shareholders.

3. Dividend Yield and Market Momentum

The bank offers a 3.5% dividend yield, while consensus earnings estimates for the current year rose 8% over the past 60 days and its shares gained 14.7% over the last three months with a Momentum Score of A, highlighting investor confidence.

Sources

FS