Wesbanco Inc (WSBC) Q3 2024 Earnings Call Highlights: Strong Loan and Deposit Growth Amid ...

In This Article:

  • Net Income: $34.7 million or $0.54 per share (GAAP); $36.3 million or $0.56 per share (excluding restructuring expenses).

  • Loan Growth: $1.1 billion increase year over year; 10% year-over-year growth and 6% quarter-over-quarter annualized growth.

  • Deposit Growth: $750 million increase year over year; 12% annualized sequential quarter growth.

  • Tangible Common Equity Ratio: Increased 132 basis points to 8.84%.

  • Total Assets: $18.5 billion as of September 30, 2024.

  • Total Portfolio Loans: $12.5 billion.

  • Total Securities: $3.4 billion.

  • Deposits: $13.8 billion, up 5.7% year over year and 12.1% annualized linked quarter.

  • Net Interest Margin: 2.95% for the third quarter.

  • Nonperforming Assets: 0.17% of total assets.

  • Allowance for Credit Losses: 1.13% of total loans.

  • Noninterest Income: $29.6 million, a 4.1% decrease from the prior year period.

  • Noninterest Expense: $99.2 million, a 2% increase year over year.

  • Common Equity Raised: $200 million during the quarter.

Release Date: October 24, 2024

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

Positive Points

  • Wesbanco Inc (NASDAQ:WSBC) reported strong deposit and loan growth, with deposits growing by 12% annualized and loans by 6% quarter over quarter.

  • The company successfully raised $200 million in common equity, enhancing its capital structure and positioning it for future growth.

  • Wesbanco Inc (NASDAQ:WSBC) maintained strong credit quality, with nonperforming assets decreasing to 0.17% of total assets.

  • The transformative acquisition of Premier Financial Corp. is on track, expected to accelerate positive momentum and community engagement.

  • Wesbanco Inc (NASDAQ:WSBC) was recognized as one of America's greatest workplaces for parents and families by Newsweek, highlighting its supportive workplace culture.

Negative Points

  • Net income available to common shareholders decreased slightly to $34.7 million compared to the prior year period.

  • Noninterest income decreased by 4.1% year over year, primarily due to lower net swap fee and valuation income.

  • Total loans past due increased by roughly 20 basis points during the third quarter, reaching 0.44% of total loans.

  • The company anticipates a modest increase in noninterest expenses due to merit increases and higher healthcare costs in the fourth quarter.

  • The provision for credit losses may increase depending on loan growth, economic factors, and charge-offs.

Q & A Highlights

Q: Can you provide more details on the expected net interest margin (NIM) expansion in the fourth quarter and the impact of anticipated rate cuts? A: Daniel Weiss, CFO, explained that the margin improvement in the fourth quarter is primarily driven by deposit growth and the paydown of Federal Home Loan Bank borrowings. The anticipated rate cuts in November and December are not expected to significantly impact 2024 results due to timing, but they will contribute to a modest improvement in the NIM, which is projected to be in the upper 2.90% range.