1st Source Corporation is projected to report Q2 2026 revenue of $114.13 million and earnings per share of $1.71, while the current stock price of $83.35 sits slightly above the average analyst price target of $80.33. Investors are primarily focused on the bank's credit quality and the provision for credit losses, which significantly increased in the previous quarter to $7.27 million.
This focus follows a period of strong performance that earned the South Bend-based lender a spot on the KBW Bank Honor Roll and propelled shares near their 52-week high. Analysts remain cautious about potential margin pressure despite the bank's robust first-quarter net interest margin of 4.25%, scrutinizing whether loan quality can support continued earnings growth.