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NBT Bancorp NBTB Wealth Management

Wealth Management at other companies

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Segments

By segment

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Banking$10.35M+1.9%
Retirement Plan Administration$600K+16.1%
All Other Segments$3K-62.5%

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 wealth management?
NBT Bancorp (NBTB) reported wealth management of $10.95M in Q2 2026.
How has NBT Bancorp's wealth management changed year-over-year?
NBT Bancorp's wealth management increased by 2.5% year-over-year, from $10.68M to $10.95M.
What is the long-term trend for NBT Bancorp's wealth management?
Over 4 years (2021 to 2025), NBT Bancorp's wealth management has grown at a 7.3% compound annual growth rate (CAGR), from $33.72M to $44.76M.
What does wealth management mean?
This metric captures fees derived from investment advisory, trust services, and financial planning provided to individual and institutional clients. It serves as a key indicator of the bank's success in growing its fee-based assets under management.

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