Trustco Bank Corp N Y (TRST) Q4 2024 Earnings Call Highlights: Strong Financial Performance and ...

In This Article:

  • Net Income: $11.3 million for Q4 2024, a 14.6% increase over the prior year quarter.

  • Return on Average Assets: 0.73% for Q4 2024.

  • Return on Average Equity: 6.70% for Q4 2024.

  • Equity to Assets Ratio: 10.84% for Q4 2024, up from 10.46% in Q4 2023.

  • Book Value Per Share: $35.56 as of December 31, 2024, up 4.8% from $33.92 a year earlier.

  • Average Loans: $5.1 billion for Q4 2024, a 2.1% increase from Q4 2023.

  • Home Equity Lines of Credit Growth: Increased by $61 million or 17.9% in Q4 2024 over the same period in 2023.

  • Net Interest Income: $38.9 million for Q4 2024, an increase of $231,000 compared to the prior quarter.

  • Net Interest Margin: 2.60% for Q4 2024, down 1 basis point from the prior quarter.

  • Total Deposits: $5.4 billion at the end of Q4 2024, up $127 million compared to the prior quarter.

  • Non-Performing Loans: $18.8 million at the end of Q4 2024, representing 0.37% of total loans.

  • Allowance for Credit Losses: $50.2 million at the end of Q4 2024, with a coverage ratio of 267%.

Release Date: January 22, 2025

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

Positive Points

  • Trustco Bank Corp N Y (NASDAQ:TRST) achieved a net income of $48.8 million for 2024, reflecting strong financial performance.

  • The bank's efficiency ratio improved to 61.5%, indicating effective cost management.

  • Home equity lending saw significant growth, surpassing purchase mortgage volume, showcasing the bank's ability to leverage its branch network.

  • Trustco Bank Corp N Y (NASDAQ:TRST) remains well-capitalized with a capital ratio of 10.84%, positioning it strongly for future lending opportunities.

  • The bank's credit quality remains strong, with non-performing loans stable and net charge-offs at a low 0.01%.

Negative Points

  • Net interest margin decreased slightly to 2.60% in the fourth quarter of 2024, indicating pressure on profitability.

  • Non-interest expenses increased by $1.7 million from the prior quarter, driven by higher costs in equipment and outsourced services.

  • The cost of interest-bearing liabilities rose to 1.97% in the fourth quarter, reflecting increased funding costs.

  • Despite growth in deposits, the net interest income only saw a marginal increase of $231,000 compared to the prior quarter.

  • The bank's residential loan activity saw a decrease of over $21 million in the fourth quarter, indicating potential challenges in this segment.

Q & A Highlights

Q: How are you thinking about 2025 with the fixed-rate mortgage at 6.875%? Is it becoming more attractive? A: Robert McCormick, CEO: Optimism is returning to the real estate market. We are seeing more pre-approvals than in the past 18 months, suggesting a potential spring market. We are actively engaging with home shows and real estate brokers to capture purchase money mortgages. We are optimistic about both purchase money mortgages and non-trust refinances.