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SRCE

1st Source Corporation

SRCE

NASDAQ·Financial Services·Banks - Regional·Mkt cap $2.0B

$86.02

+1.32%

P/E

12.36

Mkt Cap

$2.0B

52-Wk Range

$56.89–$91.46

52-Week Range

$56.89 - $91.46

P/E

12.36

Fwd P/E

11.88

Beta

0.56

Div Yield

1.98%

Avg Vol

131.4K

Shares Out

24.3M

Mkt Cap

$2.0B

Price action

Price chart

Up 32.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • 160+ year heritage and established brand recognition in Midwest markets
  • Diversified revenue streams reducing reliance on traditional net interest margins
  • Specialized equipment financing expertise with national reach
  • Comprehensive trust and wealth management capabilities for high-net-worth clients
  • Strong regional presence with 79 banking centers providing personalized relationship banking

Bear Case

1 risk

  • Low volatility (beta 0.6).

Growth

Mild headwinds expected

Expansion of equipment finance and leasing portfolio across new asset classes

Value

Valued in line with Commercial Banking peers (1.0x).

Momentum

Strong

+14.3% over 3m

Quality

Excellent

High-growth business (32% revenue growth, 73% gross margin). Profitable with strong growth momentum.

Dividend

Modest

1.98% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 15, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $1.95 vs $1.71 consensus (+14.0% surprise). Revenue of $117.1M vs $114.1M expected (+2.6%). Beat on both top and bottom lines.

EPS beat +14.0%
Rev beat +2.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+14.0%

Revenue trend · last 8Q

+11%

+11%

+13%

+13%

+21%

-28%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$97.9M

$97.8M

$104.0M

$108.2M

$152.8M

$150.5M

$126.1M

$108.1M

Margins · last 8Q

Gross

-98.0%

Operating

-47.5%

Profit

44.0%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

Latest: Piper Sandler · Jul 28, 2026

vs Industry

How SRCE stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.