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NASDAQ: VABK Virginia National Bankshares Corp 8-K

Virginia National Bankshares Q2 net income doubles to $9.0M on $4.7M Bearing sale gain

Filed July 23, 2026 · Period ending July 22, 2026 · ~1 min read

4 key changes 2 high relevance 3 sections

Key Changes

  • high

    Q2 2026 net income of $9.0M ($1.65/share) more than doubled from $4.2M ($0.78/share) in Q2 2025, driven by a $4.7M gain on sale of a limited partnership interest in Bearing Insurance Group and lower funding costs.

    Exhibit 99.1 view on EDGAR →
  • high

    Net interest margin expanded to 3.65% from 3.40% year-over-year as cost of funds declined 13 basis points to 1.64%, improving profitability on earning assets.

    Exhibit 99.1 view on EDGAR →
  • medium

    Nonperforming assets declined to $5.8M (0.35% of total assets) from $9.2M (0.56%) at year-end 2025, reflecting improved credit quality.

    Exhibit 99.1 view on EDGAR →
  • medium

    Board declared quarterly cash dividend of $0.36/share payable August 28, 2026 to shareholders of record August 14, 2026, representing a 3.20% annualized yield.

Summary

Virginia National Bankshares reported strong Q2 2026 results, with net income of $9.0 million ($1.65 per share) more than doubling the prior-year quarter's $4.2 million ($0.78 per share). The earnings surge was driven by a one-time $4.7 million gain from selling a limited partnership interest in Bearing Insurance Group, which accounted for a 360% increase in noninterest income. Operationally, the bank also benefited from improved funding economics: cost of funds fell 13 basis points to 1.64%, expanding net interest margin to 3.65% from 3.40% a year earlier.

Asset quality continued to strengthen, with nonperforming assets declining to $5.8 million (0.35% of total assets) from $9.2 million at year-end 2025. The Board maintained its capital return program, declaring a $0.36 per share quarterly dividend (3.20% annualized yield based on the July 22 closing price). For retail holders, the key takeaway is that while the Bearing sale provided a significant one-time boost, the underlying banking franchise showed margin improvement and credit quality gains that support the regular dividend.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

Virginia National Bankshares announced Q2 2026 earnings results via press release.

1 Added
Added Q2 2026 earnings announcement high

Added in current filing · verify on EDGAR →

On July 23, 2026, Virginia National Bankshares Corporation (the “Company”) issued a press statement announcing the consolidated earnings for the three and six months ended June 30, 2026.

The company disclosed its financial results for the second quarter and first half of 2026. The 8-K body does not provide specific financial figures; those details are contained in the press release attached as Exhibit 99.1, which was not included in the filing text provided.

Event · Item 8.01 — Other Events

~58 words

Item 8.01 — Other Events filed; see Key Changes for terms.

1 Added
Added Quarterly dividend declaration medium

Added in current filing · verify on EDGAR →

On July 22, 2026, the Company's Board of Directors declared a cash dividend on the Company's outstanding shares of common stock. The dividend of $0.36 per share will be paid on August 28, 2026 to stockholders of record as of the close of business on August 14, 2026.

The Board declared a cash dividend of $0.36 per share of common stock. Shareholders of record as of August 14, 2026 will receive payment on August 28, 2026. This represents the company's regular quarterly capital return to shareholders.

Event · Exhibit 99.1

2 Added
Added Bearing transaction gain high

Added in current filing · view on EDGAR →

Noninterest income for the three months ended June 30, 2026 increased $4.7 million, or 360.1%, compared to the three months ended June 30, 2025, the result of a gain of $4.7 million on the Bearing transaction.

Noninterest income surged $4.7 million (360.1%) in Q2 2026 versus Q2 2025, entirely due to a $4.7 million gain from the sale of a limited partnership investment in Bearing Insurance Group. This one-time gain significantly boosted quarterly earnings.

Added Asset quality improvement medium

Added in current filing · view on EDGAR →

Credit performance remains strong with nonperforming assets as a percentage of total assets of 0.35% as of June 30, 2026, 0.56% as of December 31, 2025 and 0.48% as of June 30, 2025. ... Nonperforming assets amounted to $5.8 million as of June 30, 2026, compared to $9.2 million as of December 31, 2025, and $7.8 million as of June 30, 2025.

Asset quality improved, with nonperforming assets declining to $5.8 million (0.35% of total assets) at June 30, 2026, down from $9.2 million (0.56%) at year-end 2025 and $7.8 million (0.48%) at June 30, 2025. The reduction reflects strong credit performance and resolution of problem assets.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 24, 2026 · How we verify