Merchants Bancorp Consensus Price Target Raised by 14.16% to $65.79
The average one-year price target for Merchants Bancorp (NASDAQCM:MBIN) has been revised to $65.79 / share. This is an increase of 14.16% from the prior estimate of $57.63 dated August 25, 2026. These figures represent aggregate analyst targets compiled by Fintel and do not constitute a recommendation by Fintel. The price target is an average of many targets provided by analysts, with the latest targets ranging from a low of $64.64 to a high of $68.25 / share. The average price target represents an increase of 24.48% from the latest reported closing price of $52.85 / share as of September 15, 2026.
As of September 11, 2026, the current median target is $65.79, which increased from the prior median of $57.63. The current target range width is $3.61, representing a -79.62% change from the prior target range width of $17.71, indicating the target range has narrowed. The current mean-median gap is $0.00. Looking at the target history, the mean target was $65.79 on September 16, 2026, $57.63 on August 28, 2026, $57.63 on August 5, 2026, and $53.72 on July 2, 2026. Comparing the observed twelve-month mean targets, the high was $65.79 on September 16, 2026, and the low was $39.10 on September 30, 2025. The target change since the 90-day baseline date of June 8, 2026, is +24.84%.
Merchants Bancorp, based in the United States, operates primarily in the financial services industry, focusing on multi-family mortgage banking, mortgage warehousing, and traditional community banking. For context, the company's latest earnings report on July 28, 2026, showed an actual EPS of 1.48, which was a +18.90% surprise compared to the estimated 1.2447. Actual revenue was $182,216,000.00, representing a -0.31% surprise compared to the estimated $182,784,000.00. In terms of stock performance, the price change was -0.09% over one week from a baseline close of $52.90 on September 8, 2026, and -3.70% over one month from a baseline close of $54.88 on August 14, 2026. Additionally, Morgan Stanley maintained an Equal-Weight rating on the stock on September 8, 2026.
Merchants Bancorp belongs to the Financials sector and the Thrifts & Mortgage Finance GICS sub-industry. Within this sub-industry, 33 companies are covered, with 5 experiencing raised targets, 0 lowered, and 28 remaining unchanged. The sub-industry median revision percent is 0.00%, and the median implied change percent is +12.19%. The recommendation trend for Merchants Bancorp remained stable between August 1, 2026, and September 1, 2026, with a total of 9 recommendations, consisting of 66.7% positive and 33.3% hold recommendations.
| Company name | Target revision | Implied change |
|---|---|---|
| National Bank Holdings | 0.00% | +18.72% |
| Western Alliance Bancorporation | 0.00% | +20.12% |
| FirstCash Holdings | 0.00% | +17.95% |
Among its peers in related specialty lending and mortgage warehouse activities, target revisions remained unchanged at 0.00%, while all three peers show positive implied changes ranging from +17.95% to +20.12%.
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This story originally appeared on Fintel.