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Southside Bancshares Inc (SBSI) Q3 2024 Earnings Call Highlights: Navigating Challenges with ...

In This Article:

  • Net Income: $20.5 million for the third quarter.

  • Earnings Per Share (EPS): $0.68, a decrease of 16% linked quarter.

  • Return on Average Tangible Common Equity: 13.9%.

  • Net Interest Income: Increased by $1.86 million linked quarter.

  • Net Interest Margin: Increased 8 basis points to 2.95%.

  • Loan Portfolio: Decreased slightly to $4.58 billion.

  • Allowance for Credit Losses: Increased $2 million to $47.6 million.

  • Nonperforming Assets: $7.7 million or 0.09% of total assets.

  • Securities Portfolio: $2.70 billion as of September 30.

  • Deposits: Decreased $60.2 million or 0.9% linked quarter.

  • Noninterest Income: Decreased $2 million or 16.7% linked quarter.

  • Noninterest Expense: Increased $567,000 or 1.6% linked quarter to $36.3 million.

  • Efficiency Ratio: Decreased to 51.9% as of September 30.

  • Income Tax Expense: $4.4 million, a decrease of $822,000 linked quarter.

  • Effective Tax Rate: Increased slightly to 17.6% for the third quarter.

Release Date: October 24, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Southside Bancshares Inc (NASDAQ:SBSI) reported a third-quarter net income of $20.5 million, with earnings per share of $0.68.

  • The company experienced an increase in net interest income by $1.86 million and an 8 basis point rise in net interest margin to 2.95%.

  • Asset quality metrics remained strong, with nonperforming assets at low levels of $7.7 million or 0.09% of total assets.

  • Recent investments in the wealth management and trust department are yielding positive results, with steady growth in new clients and quarterly fee income.

  • The company's capital ratios remain strong, with all capital ratios well above the capital adequacy and well-capitalized thresholds.

Negative Points

  • Net income decreased by $4.1 million or 16.8% on a linked-quarter basis.

  • Loans decreased slightly due to large payoffs, with a reduction in target loan growth for 2024 from 5% to 3%.

  • The company recorded a net loss of $1.9 million from the sale of lower-yielding AFS municipal securities and related fair value swaps.

  • Noninterest income decreased by $2 million or 16.7% for the linked quarter, primarily due to an impairment loss on AFS securities.

  • Deposits decreased by $60.2 million or 0.9% on a linked-quarter basis, driven by a commercial account exit.

Q & A Highlights

Q: Can you discuss the yield on the securities you sold and purchased, and the net effect on the margin going forward? A: The net effect on the margin will be positive, likely about 1 or 2 basis points. We sold lower-yielding municipal securities and bought higher-yielding agency mortgage-backed securities with shorter durations. The impact on the margin will not be significant due to the small amount of securities involved. - Lee Gibson, CEO


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