Quarterlytics / Financial Services / Banks - Regional / NBT Bancorp

NBT Bancorp

nbtb · NASDAQ Financial Services
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Ticker nbtb
Exchange NASDAQ
Sector Financial Services
Industry Banks - Regional
Employees 1001-5000
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FY2025 Annual Report · NBT Bancorp
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Company Profile
•	NBT Bancorp Inc. is a financial holding company 
incorporated in 1986 in the state of Delaware.
•	The Company primarily operates through NBT Bank, N.A. 
and two financial services companies.
•	NBT Bank, N.A. offers personal banking, commercial 
banking, and wealth management services through 
digital channels and 176 banking locations in New York, 
Pennsylvania, Vermont, Massachusetts, New Hampshire, 
Maine, and Connecticut.
•	EPIC Retirement Plan Services is a national benefits 
administration firm based in Rochester, NY that offers 
a full suite of custom retirement plan solutions to over 
400,000 plan participants nationwide.
•	NBT Insurance Agency is a full-service agency based in 
Norwich, NY that offers insurance solutions for individuals, 
families, and businesses.
FOR THE YEAR	
2025	
2024
OPERATING PERFORMANCE*
Net income. .  .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . . . 	
$194,530	
$139,657
Diluted earnings. .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . 	
$3.82 	
 $2.94
PERFORMANCE
Net income. .  .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . . . 	
$169,235	
$140,641
Return on average assets. .  .  .  .  .  .  .  . . . . . . . 	
1.11%	
1.04%
Return on average tangible equity. .  .  . . . 	
14.14%	
13.75%
Net interest margin. .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . 	
3.59%	
3.23%
PER COMMON SHARE DATA
Diluted earnings. .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . 	
$3.33	
$2.97
Cash dividends. .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . 	
$1.42 	
$1.32
Dividend yield. .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . . 	
3.42%	
2.76%
Tangible book value per share. .  .  .  .  . . . . . 	
$26.54	
$23.88
AT DECEMBER 31
BALANCE SHEET DATA
Total assets. .  .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . . . 	
$15,995,121	
$13,786,666
Total loans. .  .  .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . . . 	
$11,598,114	
$9,969,910
Allowance for loan losses. .  .  .  .  .  .  .  . . . . . . . 	
$138,000	
$116,000
Deposits. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . . . . . 	
$13,499,193	
$11,546,761
Total shareholders’ equity. .  .  .  .  .  .  .  . . . . . . . 	
$1,896,216	
$1,526,141
ASSET QUALITY
Net charge-offs to average loans. .  .  .  . . . . 	
0.16%	
0.18%
Nonperforming loans to total loans. .  .  . . . 	
0.45%	
0.52%
Nonperforming assets to total assets. .  . . 	
0.33%	
0.38%
Allowance for loan losses to total loans. . 	
1.19%	
1.16%
CAPITAL
Common equity tier 1 capital ratio. .  .  .  . . . 	
12.07%	
11.93%
Tier 1 capital ratio. .  .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . . 	
12.07%	
12.83%
Total risk-based capital ratio. .  .  .  .  .  . . . . . . 	
14.24%	
15.03%
Closing stock price. .  .  .  .  .  .  .  .  .  .  . . . . . . . . . . 	
$41.52	
$47.76
Market capitalization. .  .  .  .  .  .  .  .  .  . . . . . . . . . 	
$2,167,467	
$2,254,010
Financial Highlights
(In thousands, except per share data)
In 2025, NBT Bank introduced a new brand tagline:  
It Starts Here. This statement reflects our commitment 
to serving customers from the very start of their financial 
journeys. From meeting everyday financial needs to helping 
customers grow businesses and plan for what comes next—
NBT is here to be a trusted partner for those seeking to 
initiate or accelerate their financial goals.
The tagline also aligns with how we advance the NBT 
organization and its future. Our growth, performance, 
and long-term success start with strong fundamentals, 
disciplined execution, thoughtful investment, and the 
dedication of our team members. As we build on our recent 
momentum and strive to make every day matter, It Starts 
Here conveys both our confidence in the opportunities 
before us and our optimism about NBT’s ability to continue 
creating long-term value.
*Operating Performance excludes acquisition expenses, acquisition-related provision for credit 
losses and securities gains and (losses), net of tax. A reconciliation of operating results with GAAP 
results and information regarding why these measures provide useful information about our 
results is included in Item 7 in the 2025 Form 10-K.
TOTAL ASSETS
$16.00B
83RD
LARGEST U.S. BANK 
HOLDING COMPANY
TOTAL DEPOSITS
$13.50B
NONINTEREST INCOME 
TO REVENUE*
28%
*Excludes gains/losses  
on sale of securities
$11.60B
TOTAL LOANS
|  NBT BANCORP INC.

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Fellow Shareholders,
NBT’s operating performance in 2025 reflects the strength 
and consistency of our successful community banking 
model, the value of our diversified revenue streams, and 
the disciplined execution of our long-term strategies. 
We operate with a strong capital position, a stable and 
granular deposit base, and a balanced loan portfolio, 
complemented by fee-based businesses that provide 
meaningful and growing contributions to revenue. 
Together, this foundation and the dedication of our team 
members delivered record results in 2025 as we expanded 
our footprint and invested in our future.
For the year, we reported operating net income of $194.5 
million and operating earnings of $3.82 per diluted share. 
These results reflect the contributions from our merger 
with Evans Bancorp, Inc. in the second quarter, combined 
with productive balance sheet growth, improving net 
interest margin, and record performance across our fee-
based businesses. Collectively, these drivers produced 
positive operating leverage and underscored the strength 
of our multi-faceted business model.
Building momentum through growth and integration. 
Loan and deposit growth benefited from both organic 
activity across our footprint and the successful completion 
of the Evans merger.
In 2025, total loans increased 16.3% to $11.60 billion, while 
maintaining a balanced mix of 56% commercial loans and 
44% consumer loans. Total deposits grew 16.9% to $13.50 
billion, supported by a diverse and granular base of more 
than 613,000 accounts with an average balance of $22,014.
Our disciplined management of funding costs, combined 
with the improved mix of earning assets and the addition 
of the Evans balance sheet, resulted in a 36‑basis‑point 
improvement in net interest margin to 3.59% for the year.
Noninterest income remained a meaningful contributor 
to performance, with each of our nonbanking businesses 
delivering record results in both revenue and earnings 
generation in 2025. On a combined basis, revenues for 
EPIC Retirement Plan 
Services, NBT Insurance 
Agency, and the Wealth 
Management division of 
NBT Bank increased 8% 
over the prior year and, 
together, these businesses 
have achieved a three-year 
compound annual growth 
rate of 9%.
To Our Shareholders
2025 ANNUAL REPORT  |
Non-Owner Occupied 
Commercial Real Estate 
32%
Owner  
Occupied 
Commercial  
Real Estate 
9%
Residential 
Mortgage 
22%
Commercial  
& Industrial 
14%
Indirect Auto 
12%
Residential 
Solar & Other 
Consumer 
7%
Home Equity 
4%
$11.60B
Total Loans
Time 
11%
Demand 
(Noninterest 
Bearing) 
28%
Money  
Market 
31%
Savings & Interest-
Bearing Checking 
30%
$13.50B
Total Deposits
Fee Income Growth
9.0%
3-YEAR  
COMPOUND ANNUAL 
GROWTH RATE

4 |  NBT BANCORP INC.
Expanding our footprint with 
purpose. The Evans merger 
was an important milestone in 
NBT’s growth story and reflects a 
balance of strategic opportunity, 
thoughtful execution, and future 
momentum. Completed in May, 
the merger added 200 employees 
and 18 banking locations in 
Western New York, along with 
$1.67 billion in loans and $1.86 
billion in deposits. This expansion 
established our presence in 
Upstate New York’s largest 
markets1 based on population—
Buffalo and Rochester—and was integrated successfully, 
resulting in high customer retention and a strong foundation 
for growth. Following the merger, we welcomed David Nasca, 
former President and Chief Executive Officer of Evans, to our 
Board of Directors, adding valuable regional banking insight to 
our Board. 
Beyond the integration of Evans, the NBT Bank footprint is 
expanding in a disciplined and targeted manner across our 
broader service area. Our branch network extends from Buffalo 
to Portland, Maine and from Burlington, Vermont south to 
Wilkes-Barre, Pennsylvania. In 2025, we expanded our footprint 
with new banking locations in Webster, New York, and South 
Burlington, Vermont, and began 2026 with the opening of a 
full-service retail office in Portland, Maine. These investments 
support our strategy to strengthen our connected network and 
deepen our presence in the markets we serve.
Positioned to grow—and built to scale. NBT does not pursue 
growth for growth’s sake. Our approach is rooted in disciplined 
execution, strong relationships, and long-term perspective.  
We see meaningful opportunities to grow organically across 
our markets and lines of business, complemented by selective 
acquisitions of like-minded organizations that strengthen our 
footprint and capabilities. Recent expansions across Western 
New York, Connecticut, and the Hudson Valley reflect this 
balanced approach and position us well for future growth.
Equally important to our growth strategy is how we support it 
operationally. In 2025, we continued to evolve our processes 
to ensure they scale alongside our expanding footprint and 
growing customer base. We advanced digital and operational 
enhancements, strengthened our data infrastructure, and built 
greater alignment across teams to support consistent execution 
and informed decision making.
A key part of this evolution is our thoughtful and responsible 
use of artificial intelligence to enhance customer and employee 
experience, improve operational efficiency, and strengthen 
risk management. AI is not new to NBT; it builds on years of 
investment to streamline recurring work, improve data quality, 
and reinforce governance and controls. By embedding AI within 
our systems and pairing it with training and oversight, we are 
reducing workload and creating capacity for employees to 
focus on higher‑value, relationship‑based work—while keeping 
judgment, care, and human connection at the center of our 
culture.
Together, these efforts are helping us reduce friction, improve 
agility, and support scalable, sustainable growth—positioning 
NBT to deliver the consistent, high quality service we are known 
for as we expand across markets and lines of business.
Developing talent and advancing leadership. Our people are 
central to NBT’s success, and investing in their development 
remains a priority as we grow. 
We support employees at every 
stage of their careers through 
ongoing coaching, training, and 
development opportunities. In 
2025, more than 250 employees 
participated in leadership and 
professional development 
programs, reflecting our 
commitment to building talent, 
strengthening engagement, and 
preparing the next generation of 
leaders across our organization.
1Excludes the New York City MSA and select counties (Kings, Nassau,  
New York, Queens, Richmond, Suffolk, and Westchester counties)
$1.86B 
DEPOSITS ADDED
$1.67B 
LOANS ADDED
250+
Employees 
PARTICIPATED IN 
CAREER DEVELOPMENT 
PROGRAMS
NBT Bank President Joe Stagliano and NBT Bancorp President and CEO Scott Kingsley 
with leaders from across the organization at NBT’s annual leadership conference.

5
We also advanced our leadership structure to support 
NBT’s growth and execution of our strategies. Al Testa was 
promoted to Executive Vice President and President of 
Commercial Banking and joined the Executive Management 
Team. In this role, Al provides leadership to our regional teams 
and the lines of business within our Commercial Banking 
organization, supporting our relationship-driven approach 
across our footprint. Sarah Halliday assumed the new role of 
Chief Commercial Innovation Officer, where she is focused 
on transforming commercial operations through data-driven 
insights, process optimization, and cross-functional alignment. 
In addition, Sarah is leading initiatives aimed at enhancing client 
experience, retention, and growth. 
Thoughtful succession planning remains a critical focus for 
our organization. After more than a decade of executive 
leadership and service, Amy Wiles will step down from her role 
as Executive Vice President, Chief Credit Officer and Chief Risk 
Officer in June and continue as a strategic advisor through year-
end. Amy has played a central role in strengthening our credit 
culture and advancing enterprise risk management, and we are 
deeply grateful for her contributions and leadership. 
We are pleased to have experienced leaders ready to assume 
these critical roles. Tara Trafton will succeed Amy as Chief Credit 
Officer, and Joe Sergienko will assume the role of Chief Risk 
Officer. Their appointments reflect the depth of talent within our 
organization and reinforce our confidence in the continuity and 
strength of our Executive Management Team.
Creating enduring value. We believe the value of your 
investment in NBT is built on consistency, discipline, and 
purpose. Our long-term approach—grounded in strong 
fundamentals, prudent risk management, and thoughtful 
growth—has enabled us to navigate change while continuing 
to invest in our business, our people, and the communities we 
serve. That approach has supported thirteen consecutive years 
of annual dividend increases, underscoring our commitment 
to delivering consistent, long-term returns to shareholders. We 
believe enduring value is reflected 
in the durability of our franchise and 
the trust we earn over time.
At NBT, results matter—for our 
customers as they pursue financial 
goals, for our employees as they 
build rewarding careers, and for 
our shareholders who place their 
confidence in our leadership and 
strategy. Sustained success comes 
from disciplined execution, sound 
decision making, and a clear 
understanding of what drives long-term performance.
We appreciate the continued support and confidence of our 
shareholders and the guidance of our Board of Directors. 
Most importantly, we thank our employees across our growing 
footprint. Their dedication, professionalism, and commitment to 
serving our customers and communities are at the heart of our 
success. As we look ahead, we remain committed to building on 
that momentum and continuing to make every day matter.
Sincerely,
Scott A. Kingsley 	
Martin A. Dietrich 
President and 	
Chairman of the Board 
Chief Executive Officer
2025 ANNUAL REPORT  |
Forward-Looking Statements
This letter contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform 
Act of 1995 and are subject to a number of risks and uncertainties. Such statements are not guarantees of future performance and actual 
results may differ materially from any forward-looking statements contained in this letter. For a discussion of the factors that might cause 
such differences, please refer to our filings with the Securities and Exchange Commission.
2026 Annual Meeting
Tuesday, May 19, 2026  |  11:00 a.m. ET
www.virtualshareholdermeeting.com/NBTB2026
Consecutive  
Years 
ANNUAL DIVIDEND 
INCREASES

6
Martin A. Dietrich
Chairman of the Board
John H. Watt, Jr.
Vice Chairman of the Board
Scott A. Kingsley
President and CEO
Matthew J. Salanger
Lead Director
Johanna R. Ames
J. David Brown 
Richard J. Cantele, Jr.
Timothy E. Delaney
Heidi M. Hoeller
Andrew S. Kowalczyk lll, Esq.
David J. Nasca
V. Daniel Robinson ll
NBT Bank  
Honorary Directors
Richard Chojnowski
Patricia T. Civil 
James H. Douglas 
Daryl R. Forsythe  
Paul D. Horger, Esq.  
Janet H. Ingraham
John C. Mitchell  
Joseph A. Santangelo 
Lowell A. Seifter, Esq. 
Paul M. Solomon  
Paul O. Stillman 
Robert A. Wadsworth
Jack H. Webb 
 
Additional information regarding our 
Executive Management Team and 
Board of Directors can be found in 
the proxy statement for our 2026 
Annual Meeting of Stockholders.
Board of Directors
Scott A. Kingsley
President and CEO
Joseph R. Stagliano
Senior Executive Vice President  
and President of NBT Bank, N.A.
Annette L. Burns
Executive Vice President  
and Chief Financial Officer
Sarah A. Halliday
Executive Vice President and  
Chief Commercial Innovation Officer
Shauna M. Hyle
Executive Vice President,  
Retail Community Banking 
Ruth H. Mahoney
Executive Vice President and  
President of Wealth Management 
Cynthia A. Smaniotto
Executive Vice President and  
Chief Human Resources Officer
M. Randolph Sparks
Executive Vice President,  
General Counsel, Chief Ethics Officer  
and Corporate Secretary
Alfred V. Testa
Executive Vice President and  
President of Commercial Banking
Amy Wiles
Executive Vice President,  
Chief Credit Officer and Chief Risk Officer
Executive Management Team 
Operating Committee
The following NBT leaders serve on the 
Operating Committee with the Executive 
Management Team and Regional Leadership.
Leonard P. Chinski  
SVP and Chief Audit Officer
Jeffrey S. Delepine II  
SVP and Senior Director of  
Enterprise Risk Management
Kurt T. Edwards  
SVP and Chief Consumer and Business 
Banking Credit Officer
Kenneth J. Entenmann, cfa® 
SVP, Chief Investment Officer  
and Chief Economist
Amy S. Hurta  
SVP and Senior Director of Operations
David Krupski 
SVP and Managing Director of Enterprise 
Credit Administration
Tucker H. Lounsbury, cic  
President, NBT Insurance Agency, LLC
Joseph M. Ondesko  
SVP and Corporate Treasurer
Manuel S. Orta  
SVP and Director of Financial Services,  
Wealth Business Development
Karen A. Sastri 
VP and Chief Inclusion and People Officer 
Joseph P. Sergienko 
SVP and Deputy Chief Risk Officer
Thomas M. Sutton  
SVP and Director of Retail Banking
Tara F. Trafton  
SVP and Chief Commercial Credit Officer
EPIC Retirement Plan Services
Manuel Marques, cpc, qpa, qka, qpfc, aif®
President
NBT Insurance Agency, LLC
Tucker H. Lounsbury, cic  
President 
|  NBT BANCORP INC.
Leadership
Regional Leadership
Central New York & Pennsylvania
David A. Kavney  
President and CNY Regional President
David M. Manzelmann  
Mohawk Valley Regional President
Matthew K. Colgan  
Pennsylvania Regional Commercial  
Banking Manager
Jennifer R. Telesky  
Southern Tier Regional Commercial  
Banking Manager
Eastern New York 
Alfred V. Testa  
President of Commercial Banking
Alan D. Alexander  
Senior Commercial Regional Executive, 
Capital Region
John M. Davies  
Hudson Valley Regional President
Marc J. Monahan  
North Country Regional Executive
Western Region of New York
Kenneth D. Pawlak  
President and Buffalo Regional President
Timothy J. Brown  
Rochester Regional President
Northern New England
Michael P. O’Reilly  
President and Maine Regional President
Justin L. Jennings  
New Hampshire Regional President
Daniel P. Werme  
Vermont Regional President
Southern New England 
Andreas A. Kapetanopoulos  
President and Connecticut/Massachusetts 
Regional President

7
Shareholder Information
Corporate Headquarters
NBT Bancorp Inc.
52 South Broad Street
Norwich, NY 13815
800.NBT.BANK
Independent Auditors
KPMG LLP
515 Broadway
Albany, NY 12207
Financial Reports and Releases
Copies of the Company’s annual report to the Securities and  
Exchange Commission on Form 10-K, quarterly reports on  
Form 10-Q, and news releases may be obtained without charge  
by visiting our website at www.nbtbancorp.com or by  
writing to the attention of our Chief Financial Officer at the 
corporate headquarters address.
Investor Relations
Information regarding the Company, our dividend reinvestment 
and stock purchase plan, and direct deposit of dividends can be 
found on our website at www.nbtbancorp.com. Those seeking 
additional information may contact us by phone at 800.NBT.BANK 
(800.628.2265, Option 7) or by mail at the corporate  
headquarters address.
Stock Transfer and Registrar Agent
Equiniti Trust Company, LLC
P.O. Box 500
Newark, NJ 07101
800.NBT.BANK  
(800.628.2265, Option 7)
www.equiniti.com
helpast@equiniti.com
2025 ANNUAL REPORT  |
NBTB
Nasdaq Global Select Market
Corporate Values
Concord
VERMONT
CONNECTICUT
MASSACHUSETTS
PENNSYLVANIA
NEW YORK
NEW
HAMPSHIRE
MAINE
NBT Bank
NBT Ban
NBT Insu
EPIC Ret
NBT Headquarters
NBT Bank
NBT Bank and 
NBT Insurance Agency
EPIC Retirement Plan Services
NBT Headquarters
Integrity
Mutual Respect
Positive Attitude
Accountability
Community Involvement
Customer Focus 
Teamwork

www.nbtbancorp.com