Synovus Q4 Earnings Beat Estimates on Higher NIR, Stock Gains

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Synovus Financial Corp. SNV reported fourth-quarter 2024 adjusted earnings per share of $1.25, which surpassed the Zacks Consensus Estimate of $1.16 per share. This compares with earnings of 80 cents per share a year ago.

Find the latest earnings estimates and surprises on the Zacks Earnings Calendar.

Synovus shares rose 4.3% on a better-than-expected performance.

Results benefited from strong year-over-year growth in non-interest revenues (NIR), a rise in net interest income (NII), and a fall in expenses and provisions for credit losses. Also, improving deposit balances was a tailwind. However, a rise in non-performing loans was a major headwind.

Net income (GAAP basis) available to common shareholders was $178.8 million, surging from the net income available to common shareholders of $60.6 million in the prior-year quarter.

In 2024, adjusted earnings of $4.43 per share surpassed the consensus estimate of $4.39 and rose from $4.12 in 2023. Net income was $439.6 billion, down 13.4% from the prior-year quarter.

Synovus’ Q4 Revenues Rise, Expenses Dip Y/Y

Total revenues in the fourth quarter were $580.6 million, up 18.8% from the prior-year quarter. Also, the top line surpassed the Zacks Consensus Estimate by 2.3%.

For 2024, total revenues were $1.85 billion, which missed the Zacks Consensus Estimate of $1.98 billion. Also, the top line declined 8.9% year over year.

NII rose 4% year over year to $454.9 million, while the net interest margin expanded 4 basis points to 3.28%. Both increases were primarily attributable to lower funding costs.

Non-interest revenues were $125.6 million, which rose from the year-ago figure of $51.5 million. The rise was driven by growth in treasury management fees, capital markets income, and wealth revenues.

Non-interest expenses were $309.3 million, down 12% year over year. The fall was mainly due to lower FDIC special assessment charges and a 2% reduction in total headcount.

The adjusted tangible efficiency ratio was 53.2%, down from the 72% reported in the year-earlier quarter. A decline in the efficiency ratio indicates an increase in profitability.

SNV’s Loan Balance Declines, Deposit Increases Sequentially

As of Dec. 31, 2024, total loans of $42.6 billion decreased 1.2% from the previous quarter. Total core deposits (excluding brokered deposits) were $51.1 billion, which increased 1.8% from the previous quarter.

SNV’s Credit Quality: Mixed Bag

Non-performing loans were $309.2 million, up 7% from the year-ago quarter. Total non-performing assets amounted to $309.5 million, also increasing 7% year over year.