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Bank of Marin Bancorp shares fall after Q4 2025 earnings show net loss

Bank of Marin Bancorp (Nasdaq: BMRC) closed at $26.24 on Monday, down about 1.6% at the U.S. market close, after the Novato, California-based bank holding company reported fourth-quarter and full-year 2025 financial results showing a net loss.

Market Capitalization

At the latest close, Bank of Marin Bancorp’s market capitalization stood at approximately $425 million.

Quarterly Financial Results

For the quarter ended December 31, 2025, the company reported:

  • Net loss (GAAP): $(39.54) million
  • Diluted loss per share (GAAP): $(2.49)
  • Pre-tax losses on securities sales: $69.50 million
  • Adjusted net income: $9.39 million
  • Adjusted diluted EPS: $0.59

In the third quarter of 2025, net income totaled $7.53 million, with diluted earnings per share of $0.47.

Annual Performance Overview

For the year ended December 31, 2025:

  • Net loss: $35.68 million
  • Net loss in 2024: $8.41 million

Pre-tax losses on securities sales totaled $88.20 million in 2025 and $32.50 million in 2024.

Earnings Drivers

Management attributed reported losses primarily to realized losses from balance sheet restructuring and securities portfolio sales completed during the fourth quarter.

Company Outlook

The company did not provide financial guidance for 2026. Market participants are monitoring future earnings performance following the completion of balance sheet adjustments.

Performance Summary

Bank of Marin Bancorp shares declined after the earnings release. The company posted a GAAP loss for the quarter and year, reflecting securities sale impacts. Adjusted earnings rose from the prior quarter. The stock ended the session lower.

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