Hanover Bancorp, Inc. Reports First Quarter 2026 Results Highlighted by Continued Margin Expansion and Declares $0.10 Quarterly Cash Dividend


First Quarter Performance Highlights

  • Net Income: Net income for the quarter ended March 31, 2026 totaled $1.9 million or $0.25 per diluted share (including Series A preferred shares). Adjusted (non-GAAP) net income (excluding severance expenses) was $4.0 million or $0.54 per diluted share for the quarter ended March 31, 2026.
  • Net Interest Income: Net interest income was $16.4 million for the quarter ended March 31, 2026, an increase of $0.5 million, or 3.36% from the quarter ended December 31, 2025 and $1.7 million, or 11.85%, from the quarter ended March 31, 2025, representing the highest level since the third quarter of 2022.
  • Net Interest Margin Expansion: The Company’s net interest margin for the quarter ended March 31, 2026 increased to 2.96% from 2.84% for the quarter ended December 31, 2025 and 2.68% in the quarter ended March 31, 2025.
  • Subordinated Debt: On March 12, 2026, the Company completed the private placement of $35 million of 7.25% fixed-to-floating subordinated notes due in 2036. Proceeds were used to redeem the Company’s previously outstanding 8.54% floating rate subordinated notes on April 15, 2026 and to enhance the Bank’s capital base.
  • Executed Wholesale Funding Optimization: In February 2026, the Bank proactively restructured $60.3 million of FHLB advances into new, flexible, put-feature advances. The restructuring reduced the weighted average borrowing cost from 4.27% to 3.47%, saving approximately $40 thousand in monthly interest expense, while maintaining term funding and call protection.
  • Quarterly Cash Dividend: The Company’s Board of Directors approved a $0.10 per share cash dividend on both common shares and Series A preferred shares payable on May 18, 2026 to stockholders of record on May 11, 2026.
  • Long Island Expansion: Regulatory authorization has been received for the opening of a full-service branch in a state-of-the-art facility in downtown Riverhead, New York. In anticipation of the branch opening later this year, a temporary loan production office in Riverhead with business development staff became operational in March 2026.

MINEOLA, N.Y., April 27, 2026 (GLOBE NEWSWIRE) — Hanover Bancorp, Inc. (“Hanover” or “the Company” – NASDAQ: HNVR), the holding company for Hanover Community Bank (“the Bank”), today reported results for the quarter ended March 31, 2026 and the declaration of a $0.10 per share cash dividend on both common shares and Series A preferred shares payable on May 18, 2026 to stockholders of record on May 11, 2026.

Earnings Summary for the Quarter Ended March 31, 2026

The Company reported net income for the quarter ended March 31, 2026 of $1.9 million or $0.25 per diluted share (including Series A preferred shares) versus $1.5 million or $0.20 per diluted share (including Series A preferred shares) for the quarter ended March 31, 2025. The Company recorded adjusted (non-GAAP) net income (excluding severance expenses of $2.1 million, net of tax) of $4.0 million or $0.54 per diluted share in the quarter ended March 31, 2026, versus adjusted (non-GAAP) net income (excluding core system conversion expenses of $2.6 million, net of tax) of $4.1 million or $0.55 per diluted share in the comparable 2025 quarter. Returns on average assets, average stockholders’ equity and average tangible equity were 0.33%, 3.74% and 4.14%, respectively, for the quarter ended March 31, 2026, versus 0.27%, 3.11% and 3.45%, respectively, for the comparable quarter of 2025. Adjusted (non-GAAP) returns, exclusive of severance expenses, on average assets, average stockholders’ equity and average tangible equity were 0.70%, 7.98% and 8.83%, respectively, in the quarter ended March 31, 2026, versus 0.73%, 8.36% and 9.27%, respectively, in the comparable 2025 quarter, exclusive of core system conversion expenses for the 2025 quarter.

The increase in net income recorded in the first quarter of 2026 from the comparable 2025 quarter resulted from an increase in net interest income. This was partially offset by a decrease in non-interest income, consisting primarily of gain on sale of loans held-for-sale and an increase in income tax expense.

Non-interest expense for the three months ended March 31, 2026 includes a severance payment related to a Board approved Transition Agreement dated February 12, 2026 between the Company and the former President of the Company and the Bank, McClelland Wilcox. In connection with a management restructuring initiative, Mr. Wilcox’s last day of employment was March 31, 2026 and, pursuant to the terms of his Employment Agreement, he was entitled to a severance benefit of approximately $2.15 million.

Net interest income was $16.4 million for the quarter ended March 31, 2026, an increase of $1.7 million, or 11.85% from the comparable 2025 quarter. This increase was due to improvement in the Company’s net interest margin to 2.96% in the 2026 quarter from 2.68% in the comparable 2025 quarter. The cost of interest-bearing liabilities decreased to 3.51% in the 2026 quarter from 4.01% in the comparable 2025 quarter, a decrease of 50 basis points. This decrease was partially offset by a 17 basis point decrease in the yield on interest earning assets to 5.84% in the 2026 quarter from 6.01% in the first quarter of 2025. Net interest income on a linked quarter basis increased $0.5 million or 3.36%, resulting from a 16 basis point decrease in cost of interest-bearing liabilities. Excluding interest expense of $100 thousand resulting from the temporary carrying of multiple subordinated debt issuances, as discussed below, the Bank’s net interest margin was 2.98% for the quarter ended March 31, 2026.

On March 12, 2026, the Company issued $35 million of 10-year fixed-to-floating rate subordinated notes with a fixed coupon rate of 7.25% for the first five years. The Company used the net proceeds to provide capital to support growth of the consolidated entity and to redeem in full, its previously outstanding $25 million of 8.54% floating rate subordinated notes on April 15, 2026, thereby reducing the Company’s cost of funds.

Michael P. Puorro, Chairman, President and Chief Executive Officer, commented on the Company’s quarterly results: “We are pleased with first quarter 2026 results which reflect strengthening core performance and disciplined balance sheet management, highlighted by $4.0 million in adjusted net income, increasing return on average assets, credit stabilization, and continued margin expansion to 2.96%. We also enhanced our capital position through a $35 million subordinated debt issuance, reduced funding costs through proactive balance sheet optimization, maintained our commitment to shareholder returns with a quarterly dividend, and advanced our strategic expansion into Long Island.”

Balance Sheet Highlights

Total assets were $2.37 billion at March 31, 2026 versus $2.38 billion at December 31, 2025. Total securities available for sale (“AFS”) at March 31, 2026 were $105.8 million, an increase of $6.2 million from December 31, 2025, primarily driven by growth in U.S. GSE residential mortgage-backed securities and corporate bonds, offset by decreases in U.S. Treasury securities and collateralized loan obligations.

Total deposits were $2.02 billion at March 31, 2026 versus $2.03 billion at December 31, 2025. Our loan to deposit ratio was 99% both at March 31, 2026 and December 31, 2025.

In February 2026, the Bank executed a proactive wholesale funding optimization strategy, restructuring five FHLB advances maturing in 2027 and 2028 and totaling $60.3 million in two new advances of equal principal with embedded put features to enhance balance sheet flexibility. The transaction reduced the weighted average all-in borrowing cost from 4.27% to 3.47%, generating approximately $40 thousand in monthly interest expense savings while preserving appropriate term funding and call protection.  

Borrowings at March 31, 2026 were $59.8 million, with a weighted average rate and term of 3.49% and 54 months, respectively. At March 31, 2026 and December 31, 2025, the Company had $59.8 million (net of $470 thousand deferred prepayment penalty) and $100.7 million, respectively, of term FHLB advances outstanding. The Company had no FHLB overnight borrowings outstanding at March 31, 2026 and December 31, 2025. The Company had no borrowings outstanding under lines of credit with correspondent banks at March 31, 2026 and December 31, 2025.

Stockholders’ equity was $201.4 million at March 31, 2026 as compared to $200.3 million at December 31, 2025. Retained earnings increased by $1.1 million due primarily to net income of $1.9 million for the quarter ended March 31, 2026, which was offset by $0.7 million of dividends declared. The accumulated other comprehensive loss at March 31, 2026 was 0.33% of total equity and was comprised of a $0.4 million after tax net unrealized loss on the investment portfolio and a $0.2 million after tax net unrealized loss on derivatives. Book value per share (including Series A preferred shares) increased to $27.11 at March 31, 2026 from $27.02 at December 31, 2025. Tangible book value per share (including Series A preferred shares) increased to $24.50 at March 31, 2026 from $24.41 at December 31, 2025.

Loan Portfolio

The Bank’s loan portfolio was $1.99 billion at March 31, 2026 and $2.00 billion at December 31, 2025. At March 31, 2026, the Company’s residential loan portfolio (including home equity) amounted to $764.1 million, with an average loan balance of $491 thousand and a weighted average loan-to-value ratio of 56%. Commercial real estate (including construction) and multifamily loans totaled $1.08 billion at March 31, 2026, with an average loan balance of $1.5 million and a weighted average loan-to-value ratio of 59%. As discussed below, approximately 35% of the multifamily portfolio is subject to rent regulation. The Company’s commercial real estate concentration ratio continues to improve, decreasing to 354% of capital at March 31, 2026 from 362% at December 31, 2025, with loans secured by office space accounting for 2% of the total loan portfolio and totaling $41.5 million at March 31, 2026. The Company’s loan pipeline at March 31, 2026 is approximately $114.7 million, with approximately 58% being niche-residential, SBA and USDA lending opportunities.

The Bank originates loans for its portfolio and for sale in the secondary market under a residential flow origination program. During the quarters ended March 31, 2026 and 2025, the Company sold $35.2 million and $18.3 million, respectively, of residential loans under its flow origination program and recorded gains on sale of loans held-for-sale of $0.9 million and $0.4 million, respectively. Residential loan originations were $32 million for the quarter ended March 31, 2026.

During the quarters ended March 31, 2026 and 2025, the Company sold approximately $6.3 million and $23.4 million, respectively, in government guaranteed SBA loans and recorded gains on sale of loans held-for-sale of $0.5 million and $1.9 million, respectively. SBA loan originations and gains on sale continue to be lower due to a less favorable economic outlook for many business owners along with the Bank’s ongoing prudent decision to tighten credit. Together, these factors contributed to lower SBA loan volume, approval levels, and related gain-on-sale income.

Commercial Real Estate Statistics

A significant portion of the Bank’s commercial real estate portfolio consists of loans secured by Multifamily and CRE-Investor owned real estate that are predominantly subject to fixed interest rates for an initial period of 5 years. The Bank’s exposure to Land/Construction loans as of March 31, 2026 is not significant at $11.5 million, all at floating interest rates. As shown below, as of March 31, 2026, 21% of the loan balances in these combined portfolios will either have a rate reset or mature in 2026, with another 55% with rate resets or maturing in 2027.

Multifamily Market Rent Portfolio Fixed Rate Reset/Maturity Schedule   Multifamily Stabilized Rent Portfolio Fixed Rate Reset/Maturity Schedule
Calendar Period
(Loan Data as of 3/31/2026)
  #
Loans
  Total O/S
($000’s
omitted)
  Avg O/S
($000’s
omitted)
  Avg Interest
Rate
  Calendar Period
(Loan Data as of
3/31/2026)
  #
Loans
  Total O/S
($000’s
omitted)
  Avg O/S
($000’s
omitted)
  Avg Interest
Rate
                                                 
2026   29   $ 86,070   $ 2,968   3.76 %   2026   16   $ 35,838   $ 2,240   3.89 %
2027   70     185,867     2,655   4.39 %   2027   51     120,805     2,369   4.22 %
2028   15     20,598     1,373   6.14 %   2028   12     9,962     830   7.07 %
2029   7     11,156     1,594   6.58 %   2029   4     4,251     1,063   6.38 %
2030   8     20,180     2,523   6.19 %   2030   7     13,542     1,935   6.32 %
2031+   12     35,462     2,955   5.58 %   2031+   6     6,456     1,076   3.82 %
Fixed Rate   141     359,333     2,548   4.62 %   Fixed Rate   96     190,854     1,988   4.49 %
Floating Rate   1     105     105   9.50 %   Floating Rate   1     447     447   9.00 %
Total   142   $ 359,438   $ 2,531   4.63 %   Total   97   $ 191,301   $ 1,972   4.50 %
                                                 



CRE Investor Portfolio Fixed Rate Reset/Maturity Schedule
Calendar Period
(Loan Data as of
3/31/2026)
  #
Loans
  Total O/S
($000’s omitted)
  Avg O/S
($000’s omitted)
  Avg Interest
Rate
                       
2026   34   $ 50,188   $ 1,476   6.11 %
2027   83     137,570     1,657   4.73 %
2028   28     30,261     1,081   6.65 %
2029   5     5,894     1,179   6.70 %
2030   14     13,426     959   6.98 %
2031+   16     16,019     1,001   5.56 %
Fixed Rate   180     253,358     1,408   5.45 %
Floating Rate   10     10,003     1,000   8.39 %
Total CRE-Inv.   190   $ 263,361   $ 1,386   5.56 %
                       



Stabilized Multifamily Pro Forma Stress Results

The table below reflects a pro forma stressed evaluation of the Bank’s Multifamily stabilized loan portfolio as of March 31, 2026, using the primary assumption for a revised Debt Service Coverage Ratio (“DSCR”) calculation, for all loans where the current interest rate is below 5.75%. The current balance for these loans is recast at 5.75% with a 30-year amortization. The chart below reflects the impact of these adjustments on the portfolio. The projected loan to value (“LTV”) assumption resets all loans using a 6% cap rate (despite lower current cap rates) and the last reported property net operating income (“NOI”) to determine an implied property valuation and based on the current loan balance, the resultant LTV.

Multifamily Stabilized Rent Portfolio (Loan Data as of 3/31/2026)
DSCR Range   # Loans   Total O/S
($000’s omitted)
  % of Total
MF Portfolio
  Current
Weighted
Average LTV
  Projected
Weighted
Average LTV
                             
< 1.0   6   $ 11,091   2 %   64 %   96 %
1.0 < x < 1.2   17     35,911   7 %   63 %   73 %
1.2 < x < 1.3   13     40,891   7 %   63 %   71 %
1.3 < x < 1.5   27     60,886   11 %   63 %   61 %
1.5 < x < 2.0   21     34,183   6 %   58 %   53 %
x > 2.0   13     8,339   2 %   44 %   36 %
Total   97   $ 191,301   35 %   61 %   65 %
                             

As reflected above, only 6 loans totaling $11 million in the multifamily rent stabilized portfolio would have a pro forma DSCR less than 1x while maintaining projected weighted average LTV’s under 100%. This represents 2% of the total multifamily portfolio. The remainder of this portfolio, totaling $180 million, representing 33% of the entire multifamily portfolio, would possess DSCR’s greater than 1x while maintaining a projected weighted average LTV well within our policy guidelines. Additionally, 73% of the stabilized loans and 73% of the entire multifamily portfolio are further secured with personal guarantees from the borrowers. Based on the maturities and rate resets in the previous 12 months, we believe the overall demand for multifamily housing in our market will allow our borrowers to address any adverse impact proactively. The Bank continues to successfully manage multifamily loans with scheduled rate repricing or maturities. Matured loans that qualified for renewal have been retained while others have paid off in full through refinances. The majority of the rate resetting loans remain as performing loans at the new higher interest rate.

Rental breakdown of Multifamily portfolio

The table below segments our portfolio of loans secured by Multifamily properties based on rental terms and location as of March 31, 2026. As shown below, 65% of the combined portfolio is secured by properties subject to free market rental terms, which is the dominant tenant type. Both the Market Rent and Stabilized Rent segments of our portfolio present very similar average borrower profiles. The portfolio is primarily located in the New York City boroughs of Brooklyn, the Bronx and Queens.

Multifamily Loan Portfolio – Loans by Rent Type (Loan Data as of 3/31/2026)
Rent Type   # of Notes   Outstanding
Loan Balance
  % of Total
Multifamily
  Avg Loan
Size
  LTV   Current
DSCR
  Avg #
of Units
        ($000’s omitted)         ($000’s omitted)              
                                     
Market   142   $ 359,438   65 % $ 2,531   61.0 % 1.45   11
Location                                    
Manhattan   7   $ 16,079   3 % $ 2,297   54.5 % 1.82   13
Other NYC   93   $ 260,556   47 % $ 2,802   60.9 % 1.41   9
Outside NYC   42   $ 82,803   15 % $ 1,972   62.8 % 1.51   14
                                     
Stabilized   97   $ 191,301   35 % $ 1,972   61.3 % 1.46   12
Location                                    
Manhattan   7   $ 10,147   2 % $ 1,450   50.1 % 1.76   19
Other NYC   79   $ 164,232   30 % $ 2,079   61.9 % 1.43   11
Outside NYC   11   $ 16,922   3 % $ 1,538   62.3 % 1.61   14
                                 

Office Property Exposure

The Bank’s exposure to the Office market is not significant. Loans secured by office space accounted for 2% of the total loan portfolio at March 31, 2026, with a total balance of $41.5 million, of which less than 1% is located in Manhattan. The pool has a 2.41x weighted average DSCR and a 54% weighted average LTV.

Asset Quality and Allowance for Credit Losses

At March 31, 2026, the Bank reported $24.5 million in non-performing loans, or $17.7 million net of $6.8 million that is government guaranteed by the SBA, compared to non-performing loans of $21.6 million, or $17.9 million net of $3.7 million that is government guaranteed by the SBA at December 31, 2025. At March 31, 2026 non-performing loans were 1.23% of total loans outstanding versus 1.08% at December 31, 2025. Excluding the guaranteed portion, non-performing loans were 0.89% of total loans outstanding at March 31, 2026 versus 0.90% at December 31, 2025.

During the first quarter of 2026, the Bank recorded a provision for credit losses of $530 thousand (including a $30 thousand provision for credit losses on unfunded commitments). The allowance for credit losses was $19.1 million at March 31, 2026 versus $18.7 million at December 31, 2025. The allowance for credit losses as a percentage of total loans was 0.96% at March 31, 2026 and 0.93% at December 31, 2025.

Net Interest Margin

The Bank’s net interest margin increased to 2.96% for the quarter ended March 31, 2026 compared to 2.68% in the quarter ended March 31, 2025. Excluding interest expense of $100 thousand resulting from the temporary carrying of multiple subordinated debt issuances, as discussed above, the Bank’s net interest margin was 2.98% for the quarter ended March 31, 2026.

About Hanover Community Bank and Hanover Bancorp, Inc.

Hanover Bancorp, Inc. (NASDAQ: HNVR), is the bank holding company for Hanover Community Bank, a community commercial bank focusing on highly personalized and efficient services and products responsive to client needs. Management and the Board of Directors are comprised of a select group of successful local businesspeople who are committed to the success of the Bank by knowing and understanding the metro-New York area’s financial needs and opportunities. Backed by state-of-the-art technology, Hanover offers a full range of financial services. Hanover offers a complete suite of consumer, commercial, and municipal banking products and services, including multifamily and commercial mortgages, residential loans, business loans and lines of credit. Hanover also offers its customers access to 24-hour ATM service with no fees attached, free checking with interest, telephone banking, advanced technologies in mobile and internet banking for our consumer and business customers, safe deposit boxes and much more. The Company’s corporate administrative office is located in Mineola, New York where it also operates a full-service branch office along with additional branch locations in Garden City Park, Hauppauge, Port Jefferson, Forest Hills, Flushing, Sunset Park, Rockefeller Center and Bowery, New York, and Freehold, New Jersey.

Hanover Community Bank is a member of the Federal Deposit Insurance Corporation and is an Equal Housing/Equal Opportunity Lender. For further information, call (516) 548-8500 or visit the Bank’s website at www.hanoverbank.com.

Non-GAAP Disclosure

This discussion, including the financial statements attached thereto, includes non-GAAP financial measures which include the Company’s adjusted net income, adjusted basic and diluted earnings per share, adjusted return on average assets, adjusted return on average equity, pre-provision net revenue (“PPNR”), PPNR return on average assets, tangible common equity (“TCE”) ratio, TCE, tangible assets, tangible book value per share, return on average tangible equity and efficiency ratio. A non-GAAP financial measure is a numerical measure of historical or future performance, financial position or cash flows that excludes or includes amounts that are required to be disclosed in the most directly comparable measure calculated and presented in accordance with generally accepted accounting principles in the United States (“U.S. GAAP”). The Company’s management believes that the presentation of non-GAAP financial measures provides both management and investors with a greater understanding of the Company’s operating results and trends in addition to the results measured in accordance with GAAP and provides greater comparability across time periods. While management uses non-GAAP financial measures in its analysis of the Company’s performance, this information is not meant to be considered in isolation or as a substitute for the numbers prepared in accordance with U.S. GAAP or considered to be more important than financial results determined in accordance with U.S. GAAP. The Company’s non-GAAP financial measures may not be comparable to similarly titled measures used by other financial institutions.

With respect to the calculations of and reconciliations of adjusted net income, PPNR, TCE, tangible assets, TCE ratio and tangible book value per share, reconciliations to the most comparable U.S. GAAP measures are provided in the tables that follow.

Forward-Looking Statements

This release may contain certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and may be identified by the use of such words as “may,” “believe,” “expect,” “anticipate,” “should,” “plan,” “estimate,” “predict,” “continue,” and “potential” or the negative of these terms or other comparable terminology. Examples of forward-looking statements include, but are not limited to, estimates with respect to the financial condition, results of operations and business of Hanover Bancorp, Inc. Any or all of the forward-looking statements in this release and in any other public statements made by Hanover Bancorp, Inc. may turn out to be incorrect as a result of inaccurate assumptions that Hanover Bancorp, Inc. might make or by known or unknown risks and uncertainties. There are a number of important factors that could cause future results to differ materially from historical performance and these forward-looking statements. Factors that might cause such a difference include, but are not limited to: (1) the impact of a pandemic or other health crises and the government’s response to such pandemic or crises on our operations as well as those of our customers and on the economy generally and in our market area specifically, (2) competitive pressures among depository institutions may increase significantly; (3) changes in the interest rate environment may reduce interest margins; (4) loan origination and sale volumes, charge-offs and credit loss provisions may vary substantially from period to period; (5) general economic conditions may be less favorable than expected; (6) political developments, wars or other hostilities may disrupt or increase volatility in securities markets or other economic conditions; (7) legislative or regulatory changes or actions may adversely affect the businesses in which Hanover Bancorp, Inc. is engaged; (8) the impacts of tariffs, sanctions and other trade policies of the United States and its global trading counterparts; (9) changing political conditions and the outcome of federal, state, and local elections and the resulting economic and other impact on the areas in which we conduct business; (10) changes and trends in the securities markets may adversely impact Hanover Bancorp, Inc.; (11) a delayed or incomplete resolution of regulatory issues could adversely impact our planning; (12) difficulties in integrating any businesses that we may acquire, which may increase our expenses and delay the achievement of any benefits that we may expect from such acquisitions; (13) the impact of the strategic credit cleanup that we implemented during the fourth quarter of 2025 and the wholesale funding restructuring we implemented during the first quarter of 2026; (14) the impact of reputation risk created by the developments discussed above on such matters as business generation and retention, funding and liquidity could be significant; and (15) the outcome of any future regulatory and legal investigations and proceedings may not be anticipated. Further information on other factors that could affect the financial results of Hanover Bancorp, Inc. are included in our Annual Report on Form 10-K under Item 1A – Risk Factors, as updated by our subsequent filings with the Securities and Exchange Commission. Consequently, no forward-looking statement can be guaranteed. Hanover Bancorp, Inc. does not intend to update any of the forward-looking statements after the date of this release or to conform these statements to actual events.

Investor and Press Contact:
Lance P. Burke
Chief Financial Officer
(516) 548-8500

 
HANOVER BANCORP, INC.
STATEMENTS OF CONDITION (unaudited)
(dollars in thousands)
 
  March 31,   December 31,   March 31,
    2026       2025       2025  
Assets          
Cash and cash equivalents $ 194,448     $ 208,904     $ 160,234  
Securities-available for sale, at fair value   105,799       99,552       93,197  
Investments-held to maturity   963       1,017       3,671  
Loans held for sale   16,296       6,407       16,306  
           
Loans, net of deferred loan fees and costs   1,992,694       2,000,749       1,960,674  
Less: allowance for credit losses   (19,149 )     (18,694 )     (22,925 )
Loans, net   1,973,545       1,982,055       1,937,749  
           
Goodwill   19,168       19,168       19,168  
Premises & fixed assets   14,049       14,313       14,511  
Operating lease assets   8,072       9,855       8,484  
Other assets   38,609       41,825       38,207  
Assets $ 2,370,949     $ 2,383,096     $ 2,291,527  
           
Liabilities and stockholders’ equity          
Core deposits $ 1,504,925     $ 1,518,491     $ 1,418,209  
Time deposits   517,421       509,896       518,229  
Total deposits   2,022,346       2,028,387       1,936,438  
           
Borrowings   59,780       100,725       107,805  
Subordinated debentures   59,021       24,743       24,702  
Operating lease liabilities   8,797       10,567       9,144  
Other liabilities   19,564       18,408       16,795  
Liabilities   2,169,508       2,182,830       2,094,884  
           
Stockholders’ equity   201,441       200,266       196,643  
Liabilities and stockholders’ equity $ 2,370,949     $ 2,383,096     $ 2,291,527  

 
HANOVER BANCORP, INC.        
CONSOLIDATED STATEMENTS OF INCOME (unaudited)      
(dollars in thousands, except per share data)        
         
  Three Months Ended  
  3/31/2026   3/31/2025  
         
Interest income $ 32,292   $ 32,837  
Interest expense   15,930     18,208  
Net interest income   16,362     14,629  
Provision for credit losses   530     600  
Net interest income after provision for credit losses   15,832     14,029  
         
Loan servicing and fee income   1,042     1,081  
Service charges on deposit accounts   250     117  
Gain on sale of loans held-for-sale   1,443     2,352  
Other operating income   9     182  
Non-interest income   2,744     3,732  
         
Compensation and benefits   7,822     7,232  
Severance expenses   2,305      
Conversion expenses       3,180  
Occupancy and equipment   2,068     1,836  
Data processing   422     593  
Professional fees   906     787  
Federal deposit insurance premiums   362     337  
Other operating expenses   1,721     2,031  
Non-interest expense   15,606     15,996  
         
Income before income taxes   2,970     1,765  
Income tax expense   1,096     244  
         
Net income $ 1,874   $ 1,521  
         
Earnings per share (“EPS”):
(1)
       
Basic $ 0.25   $ 0.20  
Diluted $ 0.25   $ 0.20  
         
Average shares outstanding for basic EPS (1) (2)   7,434,107     7,463,537  
Average shares outstanding for diluted EPS (1) (2)   7,439,004     7,469,489  
         
(1) Calculation includes common stock and Series A preferred stock.      
(2) Average shares outstanding before subtracting participating securities.      

                     
HANOVER BANCORP, INC.                    
CONSOLIDATED STATEMENTS OF INCOME (unaudited)                  
QUARTERLY TREND                    
(dollars in thousands, except per share data)                    
                     
  Three Months Ended  
  3/31/2026   12/31/2025   9/30/2025   6/30/2025   3/31/2025  
                     
Interest income $ 32,292   $ 32,599   $ 32,994   $ 32,049   $ 32,837  
Interest expense   15,930     16,769     17,771     17,254     18,208  
Net interest income   16,362     15,830     15,223     14,795     14,629  
Provision for credit losses   530     6,100     1,325     2,357     600  
Net interest income after provision for credit losses   15,832     9,730     13,898     12,438     14,029  
                     
Loan servicing and fee income   1,042     1,049     1,057     1,083     1,081  
Service charges on deposit accounts   250     234     237     162     117  
Gain on sale of loans held-for-sale   1,443     1,244     1,451     2,298     2,352  
Gain on sale of investments       215              
Other operating income   9     23     40     18     182  
Non-interest income   2,744     2,765     2,785     3,561     3,732  
                     
Compensation and benefits   7,822     6,877     6,774     7,003     7,232  
Severance expenses   2,305                  
Conversion expenses                   3,180  
Occupancy and equipment   2,068     2,036     1,960     1,910     1,836  
Data processing   422     339     313     508     593  
Professional fees   906     752     732     878     787  
Federal deposit insurance premiums   362     352     334     365     337  
Other operating expenses   1,721     2,003     1,900     1,952     2,031  
Non-interest expense   15,606     12,359     12,013     12,616     15,996  
                     
Income before income taxes   2,970     136     4,670     3,383     1,765  
Income tax expense   1,096     103     1,179     940     244  
                     
Net income $ 1,874   $ 33   $ 3,491   $ 2,443   $ 1,521  
                     
Earnings per share (“EPS”):
(1)
                   
Basic $ 0.25   $   $ 0.47   $ 0.33   $ 0.20  
Diluted $ 0.25   $   $ 0.47   $ 0.33   $ 0.20  
                     
Average shares outstanding for basic EPS (1) (2)   7,434,107     7,443,861     7,477,647     7,500,871     7,463,537  
Average shares outstanding for diluted EPS (1) (2)   7,439,004     7,447,556     7,483,319     7,506,584     7,469,489  
                     
(1) Calculation includes common stock and Series A preferred stock.                  
(2) Average shares outstanding before subtracting participating securities.                  

         
HANOVER BANCORP, INC.        
CONSOLIDATED NON-GAAP FINANCIAL INFORMATION

(1)

(unaudited)
     
(dollars in thousands, except per share data)        
         
  Three Months Ended  
  3/31/2026   3/31/2025  
         
ADJUSTED NET INCOME:        
Net income, as reported $ 1,874     $ 1,521    
Adjustments:        
Conversion expenses         3,180    
Severance expenses   2,305          
Total adjustments, before income taxes   2,305       3,180    
Adjustment for reported effective income tax rate   182       608    
Total adjustments, after income taxes   2,123       2,572    
Adjusted net income $ 3,997     $ 4,093    
Basic earnings per share – adjusted $ 0.54     $ 0.55    
Diluted earnings per share – adjusted $ 0.54     $ 0.55    
         
ADJUSTED OPERATING EFFICIENCY RATIO:        
Operating efficiency ratio, as reported   81.68 %     87.12 %  
Adjustments:        
Conversion expenses   0.00 %     -17.32 %  
Severance expenses   -12.06 %     0.00 %  
Adjusted operating efficiency ratio   69.62 %     69.80 %  
         
Adjusted Return on Average Assets   0.70 %     0.73 %  
Adjusted Return on Average Equity   7.98 %     8.36 %  
Adjusted Return on Average Tangible Equity   8.83 %     9.27 %  
Adjusted Non-interest Expense to Average Assets   2.34 %     2.28 %  
         
PRE-PROVISION NET REVENUE (“PPNR”):        
Net income, as reported $ 1,874     $ 1,521    
Add: Provision for credit losses   530       600    
Add: Provision for income taxes   1,096       244    
Pre-provision net revenue   3,500       2,365    
Adjustments: Conversion expenses         3,180    
Adjustments: Severance expenses   2,305          
Adjusted pre-provision net revenue $ 5,805     $ 5,545    
         
PPNR Return on Average Assets   0.62 %     0.42 %  
Adjusted PPNR Return on Average Assets   1.02 %     0.99 %  
         
(1) A non-GAAP financial measure is a numerical measure of historical or future financial performance, financial position or cash flows that excludes or includes amounts that are required to be disclosed in the most directly comparable measure calculated and presented in accordance with generally accepted accounting principles in the United States (“U.S. GAAP”). The Company’s management believes the presentation of non-GAAP financial measures provide investors with a greater understanding of the Company’s operating results in addition to the results measured in accordance with U.S. GAAP. While management uses non-GAAP measures in its analysis of the Company’s performance, this information should not be viewed as a substitute for financial results determined in accordance with U.S. GAAP or considered to be more important than financial results determined in accordance with U.S. GAAP.
         
Note: Prior period information has been adjusted to conform to current period presentation.      

         
HANOVER BANCORP, INC.        
SELECTED FINANCIAL DATA (unaudited)        
(dollars in thousands)        
         
  Three Months Ended  
  3/31/2026   3/31/2025  
Profitability:        
Return on average assets   0.33 %     0.27 %  
Return on average equity (1)   3.74 %     3.11 %  
Return on average tangible equity (1)   4.14 %     3.45 %  
Pre-provision net revenue return on average assets   0.62 %     0.42 %  
Yield on average interest-earning assets   5.84 %     6.01 %  
Cost of average interest-bearing liabilities   3.51 %     4.01 %  
Net interest rate spread (2)   2.33 %     2.00 %  
Net interest margin (3)   2.96 %     2.68 %  
Non-interest expense to average assets   2.74 %     2.85 %  
Operating efficiency ratio (4)   81.68 %     87.12 %  
         
Average balances:        
Interest-earning assets $ 2,241,791     $ 2,217,107    
Interest-bearing liabilities   1,841,547       1,842,073    
Loans   2,006,288       1,989,796    
Deposits   1,950,190       1,919,436    
Borrowings   126,100       133,665    
         
         
(1) Includes common stock and Series A preferred stock.        
(2) Represents the difference between the yield on average interest-earning assets and the cost of average interest-bearing liabilities.
(3) Represents net interest income divided by average interest-earning assets.      
(4) Represents non-interest expense divided by the sum of net interest income and non-interest income.
         
Note: Prior period information has been adjusted to conform to current period presentation.  

                 
HANOVER BANCORP, INC.                
SELECTED FINANCIAL DATA (unaudited)                
(dollars in thousands, except share and per share data)              
                 
  At or For the Three Months Ended  
  3/31/2026   12/31/2025   9/30/2025   6/30/2025  
Asset quality:                
Provision for credit losses – loans (1) $ 500     $ 5,925     $ 1,375     $ 2,170    
Net (charge-offs)/recoveries   (45 )     (9,585 )     (592 )     (3,524 )  
Allowance for credit losses   19,149       18,694       22,354       21,571    
Allowance for credit losses to total loans (2)   0.96 %     0.93 %     1.12 %     1.10 %  
                 
Non-performing loans                
Non-guaranteed portion $ 17,749     $ 17,934     $ 16,993     $ 12,475    
Guaranteed portion (4)   6,837       3,670       176       176    
Total $ 24,586     $ 21,604     $ 17,169     $ 12,651    
                 
Non-performing loans/total loans   1.23 %     1.08 %     0.86 %     0.64 %  
Non-performing loans, excluding guaranteed/total loans   0.89 %     0.90 %     0.85 %     0.63 %  
Non-performing loans/total assets   1.04 %     0.91 %     0.74 %     0.55 %  
Non-performing loans, excluding guaranteed/total assets   0.75 %     0.75 %     0.73 %     0.54 %  
Allowance for credit losses/non-performing loans   77.89 %     86.53 %     130.20 %     170.51 %  
Allowance for credit losses/non-performing loans,
excluding guaranteed
  107.89 %     104.24 %     131.55 %     172.91 %  
                 
Capital (Bank only):                
Tier 1 Capital $ 210,222     $ 204,431     $ 205,434     $ 203,282    
Tier 1 leverage ratio   9.20 %     9.05 %     9.15 %     9.29 %  
Common equity tier 1 capital ratio   13.32 %     12.90 %     13.13 %     13.16 %  
Tier 1 risk based capital ratio   13.32 %     12.90 %     13.13 %     13.16 %  
Total risk based capital ratio   14.57 %     14.06 %     14.38 %     14.41 %  
                 
Equity data:                
Shares outstanding (3)   7,431,661       7,410,403       7,467,390       7,499,243    
Stockholders’ equity $ 201,441     $ 200,266     $ 201,833     $ 198,885    
Book value per share (3)   27.11       27.02       27.03       26.52    
Tangible common equity (3)   182,089       180,902       182,456       179,495    
Tangible book value per share (3)   24.50       24.41       24.43       23.94    
Tangible common equity (“TCE”) ratio (3)   7.74 %     7.65 %     7.89 %     7.83 %  
                 
(1) Excludes $30 thousand, $175 thousand, ($50) thousand and $187 thousand provision for credit losses on unfunded commitments for the quarters ended 3/31/26, 12/31/25, 9/30/25 and 6/30/25, respectively.
(2) Calculation excludes loans held for sale.
(3) Includes common stock and Series A preferred stock.
(4) Guaranteed by the SBA.

                 
HANOVER BANCORP, INC.                
STATISTICAL SUMMARY                
QUARTERLY TREND                
(unaudited, dollars in thousands, except share data)              
                 
  3/31/2026   12/31/2025   9/30/2025   6/30/2025  
                 

Loan distribution



(1)



:
               
Residential mortgages $ 737,692     $ 751,536     $ 725,873     $ 715,418    
Multifamily   550,739       541,083       537,333       539,573    
Commercial real estate – OO   271,692       275,747       267,050       267,223    
Commercial real estate – NOO   257,787       260,903       271,201       271,552    
Commercial & industrial   147,929       145,591       161,240       148,907    
Home equity   26,439       25,459       25,582       23,361    
Consumer   416       430       404       418    
                 
Total loans $ 1,992,694     $ 2,000,749     $ 1,988,683     $ 1,966,452    
                 
Sequential quarter growth rate   -0.40 %     0.61 %     1.13 %     0.29 %  
                 
CRE concentration ratio   354 %     362 %     362 %     368 %  
                 
Loans sold during the quarter $ 41,523     $ 39,114     $ 44,532     $ 46,045    
                 

Funding distribution:
               
Demand $ 237,346     $ 247,786     $ 232,984     $ 243,664    
N.O.W.   772,318       781,681       701,199       655,333    
Savings   44,307       58,475       43,363       42,860    
Money market   450,954       430,549       434,973       497,799    
Total core deposits   1,504,925       1,518,491       1,412,519       1,439,656    
Time   517,421       509,896       562,304       511,625    
Total deposits   2,022,346       2,028,387       1,974,823       1,951,281    
Borrowings   59,780       100,725       100,725       107,805    
Subordinated debentures   59,021       24,743       24,729       24,716    
                 
Total funding sources $ 2,141,147     $ 2,153,855     $ 2,100,277     $ 2,083,802    
                 
Sequential quarter growth rate – total deposits   -0.30 %     2.71 %     1.21 %     0.77 %  
                 
Period-end core deposits/total deposits ratio   74.41 %     74.86 %     71.53 %     73.78 %  
                 
Period-end demand deposits/total deposits ratio   11.74 %     12.22 %     11.80 %     12.49 %  
                 
(1) Excluding loans held for sale                
                 
Note: Prior period information has been adjusted to conform to current period presentation.        

 
HANOVER BANCORP, INC.                    
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES

(1)

(unaudited)
         
(dollars in thousands, except share and per share amounts)              
                     
  3/31/2026   12/31/2025   9/30/2025   6/30/2025   3/31/2025  

Tangible common equity
                   
Total equity (2) $ 201,441     $ 200,266     $ 201,833     $ 198,885     $ 196,643    
Less: goodwill   (19,168 )     (19,168 )     (19,168 )     (19,168 )     (19,168 )  
Less: core deposit intangible   (184 )     (196 )     (209 )     (222 )     (236 )  
Tangible common equity (2) $ 182,089     $ 180,902     $ 182,456     $ 179,495     $ 177,239    
                     

Tangible common equity (“TCE”) ratio
                 
Tangible common equity (2) $ 182,089     $ 180,902     $ 182,456     $ 179,495     $ 177,239    
Total assets   2,370,949       2,383,096       2,331,580       2,311,976       2,291,527    
Less: goodwill   (19,168 )     (19,168 )     (19,168 )     (19,168 )     (19,168 )  
Less: core deposit intangible   (184 )     (196 )     (209 )     (222 )     (236 )  
Tangible assets $ 2,351,597     $ 2,363,732     $ 2,312,203     $ 2,292,586     $ 2,272,123    
TCE ratio (2)   7.74 %     7.65 %     7.89 %     7.83 %     7.80 %  
                     

Tangible book value per share
                   
Tangible common equity (2) $ 182,089     $ 180,902     $ 182,456     $ 179,495     $ 177,239    
Shares outstanding (2)   7,431,661       7,410,403       7,467,390       7,499,243       7,503,731    
Tangible book value per share (2) $ 24.50     $ 24.41     $ 24.43     $ 23.94     $ 23.62    
                     
(1) A non-GAAP financial measure is a numerical measure of historical or future financial performance, financial position or cash flows that excludes or includes amounts that are required to be disclosed in the most directly comparable measure calculated and presented in accordance with generally accepted accounting principles in the United States (“U.S. GAAP”). The Company’s management believes the presentation of non-GAAP financial measures provide investors with a greater understanding of the Company’s operating results in addition to the results measured in accordance with U.S. GAAP. While management uses non-GAAP measures in its analysis of the Company’s performance, this information should not be viewed as a substitute for financial results determined in accordance with U.S. GAAP or considered to be more important than financial results determined in accordance with U.S. GAAP.  
                     
(2) Includes common stock and Series A preferred stock.  

                         
HANOVER BANCORP, INC.                        
NET INTEREST INCOME ANALYSIS                        
For the Three Months Ended March 31, 2026 and 2025                      
(unaudited, dollars in thousands)                        
                         
  2026
  2025
 
  Average       Average   Average       Average  
  Balance   Interest   Yield/Cost   Balance   Interest   Yield/Cost  
                         

Assets:
                       
Interest-earning assets:                        
Loans $ 2,006,288   $ 29,618   5.99 %   $ 1,989,796   $ 29,984   6.11 %  
Investment securities   101,028     1,371   5.50 %     85,839     1,186   5.60 %  
Interest-earning cash   126,984     1,164   3.72 %     133,458     1,482   4.50 %  
FHLB stock and other investments   7,491     139   7.53 %     8,014     185   9.36 %  
Total interest-earning assets   2,241,791     32,292   5.84 %     2,217,107     32,837   6.01 %  
Non interest-earning assets:                        
Cash and due from banks   11,952             9,504          
Other assets   54,098             49,695          
Total assets $ 2,307,841           $ 2,276,306          
                         

Liabilities and stockholders’ equity:
                       
Interest-bearing liabilities:                        
Savings, N.O.W. and money market deposits $ 1,234,058   $ 9,552   3.14 %   $ 1,217,429   $ 11,455   3.82 %  
Time deposits   481,389     4,730   3.98 %     490,979     5,320   4.39 %  
Total savings and time deposits   1,715,447     14,282   3.38 %     1,708,408     16,775   3.98 %  
Borrowings   93,583     955   4.14 %     108,972     1,107   4.12 %  
Subordinated debentures   32,517     693   8.64 %     24,693     326   5.35 %  
Total interest-bearing liabilities   1,841,547     15,930   3.51 %     1,842,073     18,208   4.01 %  
Demand deposits   234,743             211,028          
Other liabilities   28,536             24,726          
Total liabilities   2,104,826             2,077,827          
Stockholders’ equity   203,015             198,479          
Total liabilities & stockholders’ equity $ 2,307,841           $ 2,276,306          
Net interest rate spread         2.33 %           2.00 %  
Net interest income/margin     $ 16,362   2.96 %       $ 14,629   2.68 %