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BCB Bancorp, Inc. Announces Definitive Agreements to Sell Problem Loan Portfolios

Five sales have closed, while the estimated $43.3 million pre-tax loss will be recorded in the third quarter of 2026.

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BCB Bancorp (BCBP) entered definitive agreements to sell approximately $205.3 million in problem loans held by BCB Community Bank.

The bank signed agreements with six purchasers between September 21 and September 24, 2026. The figure is the loans’ aggregate unpaid principal balance as of June 30, 2026. Most are rated criticized or classified under the bank’s internal risk rating system. The portfolios comprise approximately $180.7 million in commercial and multifamily real estate loans, $14.8 million in commercial and industrial loans, and $9.8 million in construction loans, each measured as of June 30, 2026.

Five of the six sales have closed. The bank expects the remaining sale to close before the end of the third quarter of 2026. The estimated pre-tax loss attributable to the sales is $43.3 million and will be recorded in that quarter.

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Positive

  • Five of six loan-sale transactions have closed
  • Definitive agreements cover approximately $205.3 million in loans

Negative

  • Estimated $43.3 million pre-tax loss to be recorded in Q3 2026

Market Context

The Sep 16 loan-disposition disclosure had a recorded 5.33% move and outlined the same problem-loan ...
Analysis

The Sep 16 loan-disposition disclosure had a recorded 5.33% move and outlined the same problem-loan program; this update advances that program from marketing to signed agreements.

Key Figures

Aggregate unpaid principal balance: Approximately $205.3 million Commercial and multifamily real estate loans: Approximately $180.7 million Commercial and industrial loans: Approximately $14.8 million +5 more
Aggregate unpaid principal balance
Approximately $205.3 million
Loans covered by agreements; as of June 30, 2026
Commercial and multifamily real estate loans
Approximately $180.7 million
Unpaid principal balance as of June 30, 2026
Commercial and industrial loans
Approximately $14.8 million
Unpaid principal balance as of June 30, 2026
Construction loans
Approximately $9.8 million
Unpaid principal balance as of June 30, 2026
Estimated pre-tax loss
$43.3 million
Loan sales; to be recorded in the third quarter of 2026
Purchasers
Six
Different purchasers under agreements entered September 21–24, 2026
Transactions closed
Five of six
Closings completed; one transaction remained
Remaining transaction closing
Before the end of the third quarter of 2026
Expected closing

Historical Context

1 past event · Latest: Sep 16
1 event
  1. Sep 16

    Problem-loan disclosure

    24h Move
    +5.3%

    Disclosed marketing of problem loans and projected third-quarter credit-loss charges.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

unpaid principal balance, commercial and industrial (c&i)
2 terms
unpaid principal balance financial
"loans with an aggregate unpaid principal balance of approximately $205.3 million"
The unpaid principal balance is the amount of the original loan or debt that remains to be repaid, not including future interest or fees. Think of it as the remaining chunk of a car or mortgage bill you still owe after making payments; for investors it shows how much underlying loan value is left, which affects expected cash flows, credit risk, and the collateral value behind bonds or loan-backed securities.
commercial and industrial (c&i) financial
"commercial and industrial (C&I) loans with an aggregate unpaid principal balance"
Commercial and industrial (C&I) describes business customers and activities that serve companies, institutions, and non‑residential enterprises rather than individual consumers or households. It is used to group things like business loans, electricity or fuel sales, equipment leases, and other services tailored to offices, factories, stores and large facilities; investors watch C&I as a revenue or credit segment because it shows demand from the business economy and different risk and pricing patterns than the residential side.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BAYONNE, N.J., Sept. 25, 2026 (GLOBE NEWSWIRE) -- BCB Bancorp, Inc. (the “Company”), (NASDAQ: BCBP), the holding company for BCB Community Bank (the “Bank”), announced today that the Bank has entered into definitive agreements to sell several portfolios of certain problem loans, most of which are rated criticized or classified under the Bank’s internal risk rating system. Between September 21 and September 24, 2026, the Bank entered into definitive agreements with six different purchasers providing for the sale of loans with an aggregate unpaid principal balance of approximately $205.3 million as of June 30, 2026.

The portfolios being sold consist of commercial and multifamily real estate loans with an aggregate unpaid principal balance of approximately $180.7 million, commercial and industrial (C&I) loans with an aggregate unpaid principal balance of approximately $14.8 million, and construction loans with an aggregate unpaid principal balance of approximately $9.8 million, in each case, as of June 30, 2026. None of the Bank’s business express loans are included in the portfolios. The estimated pre-tax loss attributable to these loan sales is $43.3 million, which will be recorded in the third quarter of 2026.

Closing has occurred with respect to five of the six loan sale transactions, with the last transaction expected to close before the end of the third quarter of 2026. Each definitive agreement is independent of the others, and the closing of any one agreement was not conditioned on the closing of any other.

Hilltop Securities Inc. served as financial advisor and Arnold & Porter Kaye Scholer LLP served as legal counsel to the Bank in connection with the successful execution of these transactions.

Thomas M. O’Brien, President and Chief Executive Officer of the Company and the Bank, stated, “Since I joined the Company, we have moved quickly to reassess our credit risk ratings and take decisive action on our legacy credit challenges. We committed to aggressively address these issues and to put transparent, actionable solutions in place promptly, and the sale transactions we are announcing today, covering approximately $205 million in problem loans, reflect that commitment in practice. We believe these sales meaningfully de-risk our balance sheet and remove a significant source of uncertainty, allowing us to focus our energy on building a stronger, more sustainable, and profitable institution going forward.”

About BCB Bancorp, Inc.

Established in 2000 and headquartered in Bayonne, N.J., BCB Community Bank is the wholly-owned subsidiary of BCB Bancorp, Inc. (NASDAQ: BCBP). The Bank has twenty-two branch offices in Bayonne, Edison, Hoboken, Fairfield, Holmdel, Jersey City, Lyndhurst, Maplewood, Monroe Township, Newark, Plainsboro, River Edge, Rutherford, South Orange, Union, and Woodbridge, New Jersey, and four branches in Hicksville and Staten Island, New York. The Bank provides businesses and individuals a wide range of loans, deposit products, and retail and commercial banking services. For more information, please go to www.bcb.bank.

Forward-Looking Statements

This release, like many written and oral communications presented by BCB Bancorp, Inc., and our authorized officers, may contain certain forward-looking statements regarding our prospective performance and strategies within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995, and are including this statement for purposes of said safe harbor provisions. Forward-looking statements, which are based on certain assumptions and describe future plans, strategies, and expectations of the Company, are generally identified by use of words “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” “project,” “seek,” “strive,” “try,” or future or conditional verbs such as “could,” “may,” “should,” “will,” “would,” or similar expressions. Our ability to predict results or the actual effects of our plans or strategies is inherently uncertain. Accordingly, actual results may differ materially from anticipated results.

The most significant factors that could cause future results to differ materially from those anticipated by our forward-looking statements include the global impact of the military conflicts in the Ukraine and the Middle East, the potential impact of any future Federal budget stalemate in Congress, global tariffs imposed by the Trump administration, higher inflation levels, and general economic concerns, all of which could impact economic growth and could cause increased loan delinquencies, a reduction in financial transactions and business activities, including decreased deposits and reduced loan originations. Other factors that could cause future results to vary materially from current management expectations as reflected in our forward-looking statements include, but are not limited to: our ability to manage liquidity and capital in a rapidly changing and unpredictable market, supply chain disruptions, labor shortages; unfavorable economic conditions in the United States generally and particularly in our primary market area; the Company’s ability to effectively attract and deploy deposits; changes in the Company’s corporate strategies, the composition of its assets, or the way in which it funds those assets; shifts in investor sentiment or behavior in the securities, capital, or other financial markets, including changes in market liquidity or volatility; the effects of declines in real estate values that may adversely impact the collateral underlying our loans; increase in unemployment levels and slowdowns in economic growth; our level of non-performing assets and the costs associated with resolving any problem loans including litigation and other costs; the impact of changes in interest rates and the credit quality and strength of underlying collateral and the effect of such changes on the market value of our loan and investment securities portfolios; the credit risk associated with our loan portfolio; changes in the quality and composition of the Bank’s loan and investment portfolios; changes in our ability to access cost-effective funding; deposit flows; legislative and regulatory changes, including increases in Federal Deposit Insurance Corporation, or FDIC, insurance rates; monetary and fiscal policies of the federal and state governments; changes in tax policies, rates and regulations of federal, state and local tax authorities; demands for our loan products; demand for financial services; competition; changes in the securities or secondary mortgage markets; changes in management’s business strategies; changes in consumer spending; our ability to hire and retain key employees; the effects of any reputational, credit, interest rate, market, operational, legal, liquidity, or regulatory risk; expanding regulatory requirements which could adversely affect operating results; civil unrest in the communities that we serve; and other factors discussed elsewhere in this report, and in other reports we filed with the SEC, including under “Risk Factors” in Part I, Item 1A of our Annual Report on Form 10-K filed for the year ended December 31, 2025, and our other periodic reports that we file with the SEC.

CONTACT: JAWAD CHAUDHRY,
 EVP, CFO & TREASURER
 (800) 680-6872

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much is BCB Bancorp’s estimated loss on the problem-loan sales?

The estimated pre-tax loss attributable to the sales is $43.3 million and will be recorded in the third quarter of 2026.

Are BCB Community Bank’s business express loans included in the portfolio sales?

No. None of the bank’s business express loans are included in the portfolios being sold.

Does one BCB Bancorp loan sale depend on another closing?

No. Each of the six definitive agreements is independent, and the closing of any one agreement is not conditioned on another closing.

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