1st Source (SRCE) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.03
- Estimate
- $1.83
- Surprise
- +11.1%
- Revenue (period 2026-09-30)
- $133.3M
- Score at report (before → after)
- 6.3 → 6.1/10
Revenue source: xbrl.
How the report landed
1st Source (SRCE) beat the $1.83 estimate with adjusted EPS of $2.03 — a large 11.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.3/10) to Hold at 6.1/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates SRCE Hold at 6.1/10.
3 of the last 4 quarters beat the estimate; this quarter's +11.1% surprise compares with a +13.7% four-quarter average.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Strong earnings beat streak (3/4)
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (4.7% away)
- Target reached (-12.6% upside)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $87.18
- Stop
- $83.24
At 12.5× trailing and 11.8× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-10-23 — shown for context, not personalized investment advice.
SRCE at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Banks - Regional
- Market cap
- $2.10B
- P/E (fwd)
- 11.8
- P/E (ttm)
- 12.5
- 52-week range
- $58.50–$91.46
- Off 52-week high
- 4.7%
- RSI (14)
- 51
- Volume vs avg
- 0.87×
- Score today
- 6.1/10