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NASDAQ: NWFL NORWOOD FINANCIAL CORP 8-K

Norwood Financial reports record Q2 net income of $9.3M, completes Presence integration

Filed July 22, 2026 · Period ending July 22, 2026 · ~1 min read

4 key changes 2 high relevance 4 sections

Key Changes

  • high

    Net income reached record $9.3M (up 50% YoY), diluted EPS $0.86 (up 28%), driven by net interest income of $26.8M (up 41%) and margin expansion to 3.90% (up 22 bps).

    Exhibit 99.1 view on EDGAR →
  • high

    Completed Presence Bancshares integration including core system conversion and brand convergence; tangible book value per share recovered to $22.96, exceeding pre-acquisition level of $22.90.

    Exhibit 99.1 view on EDGAR →
  • medium

    Recorded $1.4M net charge-offs including $729K related to borrower Chapter 11 bankruptcy; nonperforming loans rose to 1.23% of total loans from 0.45% YoY, nonperforming assets to 0.98% from 0.34%.

    Exhibit 99.1 view on EDGAR →
  • medium

    Steve Daniels assumed Chief Lending Officer role, succeeding Vinny O'Bell who retires October 2026.

    Exhibit 99.2 view on EDGAR →

Summary

Norwood Financial reported record second-quarter results following successful completion of its Presence Bancshares acquisition. Net income of $9.3 million and diluted earnings per share of $0.86 reflected strong revenue growth, with net interest income reaching $26.8 million (up 41% year-over-year) and net interest margin expanding to 3.90%.

The company completed the Presence integration during the quarter, including core system conversion and brand convergence, and tangible book value per share recovered to $22.96—surpassing the pre-acquisition level and demonstrating value creation from the combination.

Credit quality showed some deterioration with net charge-offs of $1.4 million, including $729,000 related to a borrower Chapter 11 bankruptcy involving five loans totaling approximately $22 million secured by commercial real estate. Nonperforming loans increased to 1.23% of total loans from 0.45% a year earlier. The company also announced a Chief Lending Officer succession, with Steve Daniels assuming the role as Vinny O'Bell prepares to retire in October 2026. The strong earnings and successful integration milestone position the combined franchise for continued growth, though the uptick in credit issues warrants monitoring as the larger balance sheet seasons.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

Norwood Financial Corp announced Q2 2026 earnings results via press release.

1 Added
Added Q2 2026 earnings announcement medium

Added in current filing · verify on EDGAR →

On July 22, 2026, Norwood Financial Corp (the “Company”), the holding company for Wayne Bank, issued a press release in which it announced its earnings for the quarter ended June 30, 2026.

The company disclosed its second quarter 2026 financial results through a press release. The 8-K itself does not contain the actual earnings figures, revenue, or other financial metrics—those details are in the attached Exhibit 99.1 press release, which is furnished but not filed.

Event · Item 7.01 — Regulation FD Disclosure

~100 words

Norwood Financial announced an earnings call and posted a Q2 2026 earnings presentation on July 22, 2026.

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Show 1 minor / wording change
Added Q2 2026 earnings call and presentation low

Added in current filing · verify on EDGAR →

On July 22, 2026, the Company will host a call with respect to earnings for the quarter ended June 30, 2026 and will use and post an earnings presentation for the quarterly results of operations (the “Earnings Presentation”). The Earnings Presentation is included as Exhibit 99.2 to this Current Report on Form 8-K and is incorporated herein by reference.

The company disclosed it will host an earnings call for the quarter ended June 30, 2026, and has posted an earnings presentation as Exhibit 99.2. This is a routine disclosure under Item 7.01 (Regulation FD) to ensure material information is publicly available. The filing does not contain the actual financial results, only announces the presentation materials.

Event · Exhibit 99.1

3 Added
Added Q2 2026 earnings high

Added in current filing · view on EDGAR →

Net income was $9.3 million, an increase of $3.1 million from $6.2 million. Diluted earnings per share were $0.86 compared to $0.67.

Norwood Financial reported net income of $9.3 million for Q2 2026, up 50% from $6.2 million in Q2 2025. Diluted earnings per share increased to $0.86 from $0.67. The company described this as record net income.

Added Net interest income and margin expansion high

Added in current filing · view on EDGAR →

Net interest income ... was $26.8 million, an increase of $7.8 million from $19.1 million. On a linked-quarter basis, net interest income increased $2.3 million from $24.6 million. ... Net interest margin (fully taxable equivalent) was 3.90% compared to 3.43%. On a linked-quarter basis, NIM increased 22 basis points from 3.68%.

Net interest income reached a record $26.8 million in Q2 2026, up 41% year-over-year and 9% sequentially. Net interest margin expanded to 3.90% from 3.43% a year earlier and 3.68% in Q1 2026, reflecting improved balance sheet management and benefits from the larger franchise following the Presence Bancshares acquisition.

Added Presence Bancshares integration completion high

Added in current filing · view on EDGAR →

Successfully completed Presence Bancshares integration, including core system conversion and brand convergence.

The company announced successful completion of the Presence Bancshares integration, including core system conversion and brand convergence. This milestone follows the acquisition that increased total assets to $2.908 billion (up 22.9% year-over-year) and loans to $2.263 billion (up 26.4%).

Event · Exhibit 99.2

Norwood Financial reported Q2 2026 earnings with record net interest income of $26.8M, completed Presence Bank integration, and announced CFO succession.

4 Added
Added Q2 2026 earnings results high

Added in current filing · view on EDGAR →

$26.8M Net Interest Income +41% 3.90% Net Interest Margin (fte) +22bps $9.4M Adjusted Net Income +53% 1.28% Adjusted Return on Average Assets +22bps 3.27% Net Interest Spread (fte) +23 bps $13.6M Adjusted Pre Provision Net Revenue +53% $0.86 Adjusted Diluted EPS +28% 15.28% Adjsuted Return on Tangible Equity +220 bps

Norwood Financial reported strong Q2 2026 results with net interest income of $26.8 million (up 41% year-over-year), adjusted net income of $9.4 million (up 53%), and adjusted diluted earnings per share of $0.86 (up 28%). Net interest margin expanded 22 basis points to 3.90% and adjusted return on average assets improved 22 basis points to 1.28%.

Added Presence Bank integration completion high

Added in current filing · view on EDGAR →

Completed Presence Bank integration, including core system conversion, and brand convergence; combined organization poised to better serve communities

The company completed the integration of Presence Bank, including core system conversion and brand convergence. The combined organization is now positioned to serve communities under a unified platform.

Added Credit quality and charge-offs medium

Added in current filing · view on EDGAR →

Maintained strong financial position and credit quality while growing assets; recorded ~$1.4M initial net charge-offs related to customer bankruptcy

The company recorded approximately $1.4 million in initial net charge-offs related to a customer bankruptcy during Q2 2026. Non-performing loans to total loans increased to 1.23% from 0.34% in Q2 2025, and net charge-offs to loans rose to 0.24% from 0.03% year-over-year.

Added Tangible book value growth medium

Added in current filing · view on EDGAR →

$21.17 $22.43 $22.97 Q2 2025 Q1 2026 Q2 2026

Tangible book value per share increased to $22.97 in Q2 2026 from $21.17 in Q2 2025, demonstrating the company's ability to generate earnings while building shareholder value.

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