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NBT Bancorp NBTB Banking — Wealth Management

Other segment segments

Retirement Plan Administration
$600K+16.1%
All Other Segments
$3K-62.5%

Similar metrics at other companies

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MSWealth Management1 — Asset management
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MSWealth Management1 — Investment banking
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TRMKGeneral Banking — Wealth Management Income
$161K-17.9%
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TRMKWealth Management — Mortgage Banking Income
$0—

Other financials

Income statement

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Revenue$186.7M+9.1%
Net income$53.0M+136%
EPS (diluted)$1.02+132%

Balance sheet

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Cash & equivalents$294.7M-45.6%
Total debt$316.4M+180%
Total equity$1.9B+7.7%
Total assets$16.2B+1.2%

Cash flow

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Operating cash flow$61.9M+33.2%
CapEx$1.4M-41.6%
Free cash flow$60.5M+37.1%

Valuation

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Market cap$2.75B+28.7%
Enterprise value$2.77B+62.3%
P/E12.9×-3.2×
P/S3.7×+0.3×

Profitability

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Net margin28.8%+7.4pp
FCF margin33.1%+4.8pp

Returns & leverage

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Return on equity11.4%+3.3pp
Debt / equity0.2×+0.1×

Where this comes from

Reported directly by NBT Bancorp in its filing.

Tagged under the XBRL concept nbtb:WealthManagement.

The source filing: NBT Bancorp’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:04 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001140361-26-031820
(In thousands, except per share data)Three Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Service charges on deposit accounts$5,194$4,578$10,462$8,821
Card services income6,6136,07712,64111,394
Retirement plan administration fees16,92815,71033,49431,568
Wealth management10,94810,67822,08221,624
Insurance services4,1774,0978,6598,858
Bank owned life insurance income2,5052,1805,1645,577
Net securities gains1751126178
Other3,1873,5006,7446,534

Item 1. FINANCIAL STATEMENTS (Unaudited) FINANCIAL STATEMENTS

FAQ

What is NBT Bancorp's banking — wealth management?
NBT Bancorp (NBTB) reported banking — wealth management of $10.35M in Q2 2026.
How has NBT Bancorp's banking — wealth management changed year-over-year?
NBT Bancorp's banking — wealth management increased by 1.9% year-over-year, from $10.15M to $10.35M.
What is the long-term trend for NBT Bancorp's banking — wealth management?
Over 3 years (2022 to 2025), NBT Bancorp's banking — wealth management has grown at a 10.8% compound annual growth rate (CAGR), from $31.31M to $42.53M.
What does banking — wealth management mean?
This captures revenue generated from investment advisory, trust services, and financial planning provided to clients. It highlights the bank's ability to cross-sell fee-based services to its existing customer base and grow assets under management.

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