Summit Financial Group, Inc. reported second quarter 2016 net income of $4.24 million
OREANDA-NEWS. Summit Financial Group, Inc. (“Company” or “Summit”) (NASDAQ:SMMF) today reported second quarter 2016 net income of $4.24 million, or $0.40 per diluted share, compared to $4.01 million, or $0.38 per diluted share, for the second quarter of 2015, representing an increase of 5.8 percent, or 5.3 percent per diluted share. Q2 2016 earnings compared to Q2 2015 and Q4 2015 were negatively impacted by increased personnel costs and other noninterest expenses, which were offset by increased net interest earnings, reductions in write-downs of foreclosed properties, and increased gains realized on sales of both securities and foreclosed properties.
Excluding from second quarter 2016 one-time items of income, gain, expense and loss, Q2 2016 core earnings approximated $3.90 million, or $0.37 per diluted share compared to Q2 2015 core earnings of $4.07 million, or $0.39 per diluted share, and to Q1 2016 core earnings of $3.95 million, or $0.37 per diluted share.
For the six months ended June 30, 2016, Summit recorded net income of $8.31 million, or $0.78 per diluted share, compared with $8.29 million, or $0.78 per diluted share, for the comparable 2015 six-month period, representing an increase of 0.1%, with no change per diluted share.
Excluding from the six-month period ended June 30, 2016 one-time items of income, gain, expense and loss, core earnings approximated $7.71 million, or $0.75 per diluted share compared to the comparable period of 2015 core earnings of $8.39 million, or $0.78 per diluted share.
Highlights for Q2 2016 include:
- Loans grew $70.0 million during the quarter, or 25.3 percent (on an annualized basis), and have grown $87.3 million, or 16.0 percent (annualized), year-to-date.
- Nonperforming assets declined for the fifteenth consecutive quarter. Compared to the linked quarter, nonperforming assets as a percentage of total assets declined from 2.66 percent to 2.47 percent, reaching its lowest level since Q2 2008; foreclosed properties are at the lowest level since Q3 2009.
- Core revenues increased 1.44 percent compared to the linked quarter, and 1.75 percent compared to the year ago quarter.
- Net interest margin declined 9 basis points compared to Q2 2015, and 10 basis points compared to the linked quarter.
- Recorded charges of $259,000 to write-down foreclosed properties compared to $109,000 in Q1 2016 and $160,000 in Q2 2015.
- Announced our entering into a definitive merger agreement to acquire First Century Bankshares, Inc. headquartered in Bluefield, West Virginia.
H. Charles Maddy, III, President and Chief Executive Officer of Summit, commented, “Summit achieved another quarter of solid operating results in Q2 2016, despite the challenges of higher overhead costs from the important investments we are making both in our people and in our infrastructure to assist us in maintaining our growth momentum. Our strong core earnings, growing loan portfolio and continued reductions in our portfolio of problem assets are all very gratifying to note; but I am particularly pleased by the opportunities represented by our two pending acquisitions of First Century Bankshares, announced during the quarter just ended and expected to close at beginning of the year 2016; and of Highland County Bankshares, which has received all requisite shareholder and regulatory approvals and is expected to close on October 1, 2016. These deals serve to combine Summit with two financially strong banks that have similar cultures, core values and guiding principles as ours, and share the same commitment to build long-term client relationships by providing service beyond expectations.”
Results from Operations
Total revenue for second quarter 2016, consisting of net interest income and noninterest income, grew 3.2 percent to $14.8 million compared to $14.3 million for the second quarter 2015. For the year-to-date period ended June 30, 2016, total revenue was $29.4 million compared to $29.0 million for the same period of 2015, representing a 1.3 percent increase.
Total core revenue, excluding nonrecurring items, described above, was $14.4 million for second quarter 2016 compared to $14.1 million for the same prior-year quarter, an increase of 1.8 percent. For the first half of 2016, total core revenue (excluding nonrecurring items) was $28.6 million compared to $28.2 million for the first half of 2015, a 1.6 percent improvement.
For the second quarter of 2016, net interest income was $11.7 million, an increase of 2.4 percent from the $11.5 million reported in the prior-year second quarter and decreased $45,000 compared to the linked quarter. The net interest margin for second quarter 2016 was 3.40 percent compared to 3.49 percent for the year-ago quarter, and 3.50 percent for the linked quarter.
Noninterest income, consisting primarily of insurance commissions from Summit's insurance agency subsidiary and service fee income from community banking activities, for second quarter 2016 was $3.05 million compared to $2.86 million for the comparable period of 2015. Excluding realized securities gains, noninterest income was $2.66 million for second quarter 2016, compared to $2.69 million reported for second quarter 2015.
The second quarter 2016 provision for loan losses totaled $250,000, compared to $250,000 for the linked quarter, and $500,000 for the year-ago quarter.
Core noninterest expense continues to be well-controlled. Total noninterest expense increased 4.7% to $8.44 million compared to $8.06 million for the prior-year second quarter. Excluding from noninterest expense (on a pre-tax basis) merger expenses, gains/losses on sales of foreclosed properties, and write-downs of foreclosed properties, noninterest expense would have approximated $8.30 million for Q2 2016 compared to $7.80 million for the comparable period of 2015. Noninterest expense for the first half of 2016 increased 4.5% compared to the first half of 2015.
Balance Sheet
At June 30, 2016, total assets were $1.57 billion, an increase of $72.8 million, or 4.9 percent since December 31, 2015. Total loans, net of unearned fees and allowance for loan losses, were $1.17 billion at June 30, 2016, up $87.4 million, or 8.1 percent, from the $1.08 billion reported at year-end 2015.
At June 30, 2016, deposits were $1.10 billion, an increase of $29.8 million, or 2.8 percent, since year end 2015. During first half 2016, checking and time deposits declined by $8.8 million and $1.3 million, respectively, or 2.6 percent and 0.3 percent respectively, while savings increased $40.0 million or 15.0 percent.
Asset Quality
As of June 30, 2016, nonperforming assets (“NPAs”), consisting of nonperforming loans, foreclosed properties, and repossessed assets, were $38.7 million, or 2.47 percent of assets. This compares to $40.1 million, or 2.66 percent of assets at the linked quarter, and $45.1 million, or 3.05 percent of assets, at second quarter 2015.
Second quarter 2016 net loan charge-offs were $188,000, or 0.07 percent of average loans annualized; while adding $250,000 to the allowance for loan losses. The allowance for loan losses stood at $11.4 million, or 0.97 percent of total loans at June 30, 2016, compared to 1.05 percent at year-end 2015.
Capital Adequacy
Shareholders’ equity was $150.7 million as of June 30, 2016 compared to $143.7 million December 31, 2015 and $140.1 million at June 30, 2015. Tangible book value per common share increased to $13.40 at June 30, 2016 compared to $12.78 at December 31, 2015 and $12.22 at June 30, 2015. Summit had 10,692,320 outstanding common shares at Q2 2016 quarter end compared to 10,671,744 at year end 2015.
Summit's depository institution, Summit Community Bank, Inc. (the “Bank”), is well in excess of regulatory requirements for a "well capitalized" institution at June 30, 2016. The Bank’s total risk-based capital ratio was 13.9 percent at June 30, 2016 compared to 14.5 percent at December 31, 2015, while its Tier 1 leverage capital ratio was 10.6 percent at June 30, 2016 compared to the 10.8 percent reported at December 31, 2015.
About the Company
Summit Financial Group, Inc. is a $1.57 billion financial holding company headquartered in Moorefield, West Virginia. Summit provides community banking services primarily in the Eastern Panhandle and South Central regions of West Virginia and the Northern and Shenandoah Valley regions of Virginia, through its bank subsidiary, Summit Community Bank, Inc., which operates fifteen banking locations. Summit also operates Summit Insurance Services, LLC in Moorefield, West Virginia and Leesburg, Virginia.
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||
Quarterly Performance Summary -- Q2 2016 vs Q2 2015 | ||||||||||
For the Quarter Ended | Percent | |||||||||
Dollars in thousands | 6/30/2016 | 6/30/2015 | Change | |||||||
Condensed Statements of Income | ||||||||||
Interest income | ||||||||||
Loans, including fees | $ | 13,622 | $ | 12,972 | 5.0 | % | ||||
Securities | 1,656 | 1,685 | -1.7 | % | ||||||
Other | 5 | 1 | 400.0 | % | ||||||
Total interest income | 15,283 | 14,658 | 4.3 | % | ||||||
Interest expense | ||||||||||
Deposits | 2,154 | 2,074 | 3.9 | % | ||||||
Borrowings | 1,395 | 1,126 | 23.9 | % | ||||||
Total interest expense | 3,549 | 3,200 | 10.9 | % | ||||||
Net interest income | 11,734 | 11,458 | 2.4 | % | ||||||
Provision for loan losses | 250 | 500 | -50.0 | % | ||||||
Net interest income after provision | ||||||||||
for loan losses | 11,484 | 10,958 | 4.8 | % | ||||||
Noninterest income | ||||||||||
Insurance commissions | 1,090 | 1,080 | 0.9 | % | ||||||
Service fees related to deposit accounts | 1,059 | 1,072 | -1.2 | % | ||||||
Realized securities gains | 383 | 170 | 125.3 | % | ||||||
Other income | 513 | 538 | -4.6 | % | ||||||
Total noninterest income | 3,045 | 2,860 | 6.5 | % | ||||||
Noninterest expense | ||||||||||
Salaries and employee benefits | 4,764 | 4,442 | 7.2 | % | ||||||
Net occupancy expense | 512 | 489 | 4.7 | % | ||||||
Equipment expense | 686 | 560 | 22.5 | % | ||||||
Professional fees | 429 | 372 | 15.3 | % | ||||||
FDIC premiums | 300 | 320 | -6.3 | % | ||||||
Merger expense | 153 | - | n/a | |||||||
Foreclosed properties expense | 93 | 158 | -41.1 | % | ||||||
Loss (gain) on sales of foreclosed properties | (276 | ) | 103 | -368.0 | % | |||||
Write-downs of foreclosed properties | 259 | 160 | 61.9 | % | ||||||
Other expenses | 1,517 | 1,457 | 4.1 | % | ||||||
Total noninterest expense | 8,437 | 8,061 | 4.7 | % | ||||||
Income before income taxes | 6,092 | 5,757 | 5.8 | % | ||||||
Income taxes | 1,849 | 1,747 | 5.8 | % | ||||||
Net income | $ | 4,243 | $ | 4,010 | 5.8 | % | ||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||
Quarterly Performance Summary -- Q2 2016 vs Q2 2015 | ||||||||||
For the Quarter Ended | Percent | |||||||||
6/30/2016 | 6/30/2015 | Change | ||||||||
Per Share Data | ||||||||||
Earnings per common share | ||||||||||
Basic | $ | 0.40 | $ | 0.38 | 5.3 | % | ||||
Diluted | $ | 0.40 | $ | 0.38 | 5.3 | % | ||||
Cash dividends | $ | 0.10 | $ | 0.08 | 25.0 | % | ||||
Average common shares outstanding | ||||||||||
Basic | 10,681,995 | 10,667,892 | 0.1 | % | ||||||
Diluted | 10,701,017 | 10,676,474 | 0.2 | % | ||||||
Common shares outstanding at period end | 10,692,320 | 10,843,676 | -1.4 | % | ||||||
Performance Ratios | ||||||||||
Return on average equity | 11.49 | % | 11.67 | % | -1.5 | % | ||||
Return on average tangible equity | 12.10 | % | 12.36 | % | -2.1 | % | ||||
Return on average assets | 1.10 | % | 1.09 | % | 0.9 | % | ||||
Net interest margin | 3.40 | % | 3.49 | % | -2.6 | % | ||||
Efficiency ratio (A) | 55.35 | % | 52.05 | % | 6.3 | % | ||||
NOTE (A) – Computed on a tax equivalent basis excluding nonrecurring income and expense items and amortization of intangibles.
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||
Six Month Performance Summary -- 2016 vs 2015 | ||||||||||
For the Six Months Ended | Percent | |||||||||
Dollars in thousands | 6/30/2016 | 6/30/2015 | Change | |||||||
Condensed Statements of Income | ||||||||||
Interest income | ||||||||||
Loans, including fees | $ | 27,059 | $ | 25,821 | 4.8 | % | ||||
Securities | 3,382 | 3,579 | -5.5 | % | ||||||
Other | 7 | 2 | 250.0 | % | ||||||
Total interest income | 30,448 | 29,402 | 3.6 | % | ||||||
Interest expense | ||||||||||
Deposits | 4,324 | 4,145 | 4.3 | % | ||||||
Borrowings | 2,611 | 2,279 | 14.6 | % | ||||||
Total interest expense | 6,935 | 6,424 | 8.0 | % | ||||||
Net interest income | 23,513 | 22,978 | 2.3 | % | ||||||
Provision for loan losses | 500 | 750 | -33.3 | % | ||||||
Net interest income after provision | ||||||||||
for loan losses | 23,013 | 22,228 | 3.5 | % | ||||||
Noninterest income | ||||||||||
Insurance commissions | 2,013 | 2,208 | -8.8 | % | ||||||
Service fees related to deposit accounts | 2,038 | 2,048 | -0.5 | % | ||||||
Realized securities gains (losses) | 775 | 650 | 19.2 | % | ||||||
Other income | 1,026 | 1,093 | -6.1 | % | ||||||
Total noninterest income | 5,852 | 5,999 | -2.5 | % | ||||||
Noninterest expense | ||||||||||
Salaries and employee benefits | 9,446 | 8,629 | 9.5 | % | ||||||
Net occupancy expense | 1,051 | 988 | 6.4 | % | ||||||
Equipment expense | 1,343 | 1,095 | 22.6 | % | ||||||
Professional fees | 901 | 707 | 27.4 | % | ||||||
FDIC premiums | 600 | 650 | -7.7 | % | ||||||
Merger expense | 264 | - | n/a | |||||||
Foreclosed properties expense | 217 | 366 | -40.7 | % | ||||||
Loss (gain) on sales of foreclosed properties | (282 | ) | 253 | -211.5 | % | |||||
Write-downs of foreclosed properties | 369 | 732 | -49.6 | % | ||||||
Other expenses | 3,082 | 2,846 | 8.3 | % | ||||||
Total noninterest expense | 16,991 | 16,266 | 4.5 | % | ||||||
Income before income taxes | 11,874 | 11,961 | -0.7 | % | ||||||
Income taxes | 3,569 | 3,667 | -2.7 | % | ||||||
Net income | $ | 8,305 | $ | 8,294 | 0.1 | % | ||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||
Six Month Performance Summary -- 2016 vs 2015 | ||||||||||
For the Six Months Ended | Percent | |||||||||
6/30/2016 | 6/30/2015 | Change | ||||||||
Per Share Data | ||||||||||
Earnings per common share | ||||||||||
Basic | $ | 0.78 | $ | 0.85 | -8.2 | % | ||||
Diluted | $ | 0.78 | $ | 0.78 | 0.0 | % | ||||
Cash dividends | $ | 0.20 | $ | 0.16 | 25.0 | % | ||||
Average common shares outstanding | ||||||||||
Basic | 10,676,925 | 9,747,042 | 9.5 | % | ||||||
Diluted | 10,685,290 | 10,585,411 | 0.9 | % | ||||||
Common shares outstanding at period end | 10,692,320 | 10,843,676 | -1.4 | % | ||||||
Performance Ratios | ||||||||||
Return on average equity | 11.29 | % | 12.22 | % | -7.6 | % | ||||
Return on average tangible equity | 11.90 | % | 12.95 | % | -8.1 | % | ||||
Return on average assets | 1.09 | % | 1.14 | % | -4.4 | % | ||||
Net interest margin | 3.45 | % | 3.54 | % | -2.5 | % | ||||
Efficiency ratio (A) | 55.63 | % | 50.65 | % | 9.8 | % | ||||
NOTE (A) – Computed on a tax equivalent basis excluding nonrecurring income and expense items and amortization of intangibles.
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||
Five Quarter Performance Summary | ||||||||||||||||
For the Quarter Ended | ||||||||||||||||
Dollars in thousands | 6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | |||||||||||
Condensed Statements of Income | ||||||||||||||||
Interest income | ||||||||||||||||
Loans, including fees | $ | 13,622 | $ | 13,436 | $ | 13,265 | $ | 12,983 | $ | 12,972 | ||||||
Securities | 1,656 | 1,726 | 1,685 | 1,543 | 1,685 | |||||||||||
Other | 5 | 3 | 1 | 5 | 1 | |||||||||||
Total interest income | 15,283 | 15,165 | 14,951 | 14,531 | 14,658 | |||||||||||
Interest expense | ||||||||||||||||
Deposits | 2,154 | 2,170 | 2,085 | 2,106 | 2,074 | |||||||||||
Borrowings | 1,395 | 1,216 | 1,133 | 1,120 | 1,126 | |||||||||||
Total interest expense | 3,549 | 3,386 | 3,218 | 3,226 | 3,200 | |||||||||||
Net interest income | 11,734 | 11,779 | 11,733 | 11,305 | 11,458 | |||||||||||
Provision for loan losses | 250 | 250 | 250 | 250 | 500 | |||||||||||
Net interest income after provision | ||||||||||||||||
for loan losses | 11,484 | 11,529 | 11,483 | 11,055 | 10,958 | |||||||||||
Noninterest income | ||||||||||||||||
Insurance commissions | 1,090 | 924 | 851 | 983 | 1,080 | |||||||||||
Service fees related to deposit accounts | 1,059 | 978 | 1,126 | 1,111 | 1,072 | |||||||||||
Realized securities gains (losses) | 383 | 393 | 421 | 372 | 170 | |||||||||||
Other income | 513 | 511 | 471 | 527 | 538 | |||||||||||
Total noninterest income | 3,045 | 2,806 | 2,869 | 2,993 | 2,860 | |||||||||||
Noninterest expense | ||||||||||||||||
Salaries and employee benefits | 4,764 | 4,682 | 4,530 | 4,479 | 4,442 | |||||||||||
Net occupancy expense | 512 | 540 | 481 | 496 | 489 | |||||||||||
Equipment expense | 686 | 656 | 617 | 582 | 560 | |||||||||||
Professional fees | 429 | 472 | 507 | 402 | 372 | |||||||||||
FDIC premiums | 300 | 300 | 270 | 300 | 320 | |||||||||||
Merger expense | 153 | 112 | - | - | - | |||||||||||
Foreclosed properties expense | 93 | 124 | 150 | 168 | 158 | |||||||||||
Loss (gain) on sale of foreclosed properties | (276 | ) | (6 | ) | (314 | ) | 35 | 103 | ||||||||
Write-downs of foreclosed properties | 259 | 109 | 636 | 1,046 | 160 | |||||||||||
Other expenses | 1,517 | 1,565 | 1,617 | 1,364 | 1,457 | |||||||||||
Total noninterest expense | 8,437 | 8,554 | 8,494 | 8,872 | 8,061 | |||||||||||
Income before income taxes | 6,092 | 5,781 | 5,858 | 5,176 | 5,757 | |||||||||||
Income taxes | 1,849 | 1,719 | 1,712 | 1,515 | 1,747 | |||||||||||
Net income | $ | 4,243 | $ | 4,062 | $ | 4,146 | $ | 3,661 | $ | 4,010 | ||||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||
Five Quarter Performance Summary | ||||||||||||||||
For the Quarter Ended | ||||||||||||||||
6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | ||||||||||||
Per Share Data | ||||||||||||||||
Earnings per common share | ||||||||||||||||
Basic | $ | 0.40 | $ | 0.38 | $ | 0.39 | $ | 0.34 | $ | 0.38 | ||||||
Diluted | $ | 0.40 | $ | 0.38 | $ | 0.39 | $ | 0.34 | $ | 0.38 | ||||||
Cash dividends | $ | 0.10 | $ | 0.10 | $ | 0.08 | $ | 0.08 | $ | 0.08 | ||||||
Average common shares outstanding | ||||||||||||||||
Basic | 10,681,995 | 10,671,856 | 10,661,700 | 10,703,526 | 10,667,892 | |||||||||||
Diluted | 10,701,017 | 10,679,301 | 10,669,192 | 10,712,203 | 10,676,474 | |||||||||||
Common shares outstanding at period end | 10,692,320 | 10,681,880 | 10,671,744 | 10,658,199 | 10,843,676 | |||||||||||
Performance Ratios | ||||||||||||||||
Return on average equity | 11.49 | % | 11.10 | % | 11.66 | % | 10.42 | % | 11.67 | % | ||||||
Return on average tangible equity | 12.10 | % | 11.70 | % | 12.31 | % | 11.01 | % | 12.36 | % | ||||||
Return on average assets | 1.10 | % | 1.08 | % | 1.12 | % | 1.00 | % | 1.09 | % | ||||||
Net interest margin | 3.40 | % | 3.50 | % | 3.51 | % | 3.41 | % | 3.49 | % | ||||||
Efficiency ratio (A) | 55.35 | % | 55.93 | % | 54.46 | % | 52.93 | % | 52.05 | % |
NOTE (A) – Computed on a tax equivalent basis excluding nonrecurring income and expense items and amortization of intangibles.
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||
Selected Balance Sheet Data | ||||||||||||||||
For the Quarter Ended | ||||||||||||||||
Dollars in thousands, except per share amounts | 6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | |||||||||||
Assets | ||||||||||||||||
Cash and due from banks | $ | 4,161 | $ | 4,005 | $ | 3,625 | $ | 4,232 | $ | 3,988 | ||||||
Interest bearing deposits other banks | 8,897 | 12,655 | 5,862 | 8,057 | 9,274 | |||||||||||
Securities | 261,633 | 271,515 | 280,792 | 272,127 | 276,661 | |||||||||||
Loans, net | 1,166,723 | 1,096,790 | 1,079,331 | 1,062,348 | 1,064,472 | |||||||||||
Property held for sale | 23,425 | 24,684 | 25,567 | 29,713 | 31,500 | |||||||||||
Premises and equipment, net | 21,405 | 21,589 | 21,572 | 20,457 | 20,490 | |||||||||||
Intangible assets | 7,398 | 7,448 | 7,498 | 7,548 | 7,598 | |||||||||||
Cash surrender value of life insurance policies | 38,246 | 37,989 | 37,732 | 37,482 | 37,222 | |||||||||||
Other assets | 33,293 | 31,893 | 30,450 | 27,340 | 28,764 | |||||||||||
Total assets | $ | 1,565,181 | $ | 1,508,568 | $ | 1,492,429 | $ | 1,469,304 | $ | 1,479,969 | ||||||
Liabilities and Shareholders' Equity | ||||||||||||||||
Deposits | $ | 1,096,545 | $ | 1,094,544 | $ | 1,066,709 | $ | 1,072,091 | $ | 1,053,310 | ||||||
Short-term borrowings | 205,552 | 153,448 | 171,394 | 145,291 | 174,599 | |||||||||||
Long-term borrowings and | ||||||||||||||||
subordinated debentures | 94,214 | 94,692 | 95,170 | 95,648 | 98,625 | |||||||||||
Other liabilities | 18,201 | 19,755 | 15,412 | 15,985 | 13,363 | |||||||||||
Shareholders' equity | 150,669 | 146,129 | 143,744 | 140,289 | 140,072 | |||||||||||
Total liabilities and shareholders' equity | $ | 1,565,181 | $ | 1,508,568 | $ | 1,492,429 | $ | 1,469,304 | $ | 1,479,969 | ||||||
Book value per common share | $ | 14.09 | $ | 13.68 | $ | 13.48 | $ | 13.16 | $ | 12.92 | ||||||
Tangible book value per common share | $ | 13.40 | $ | 12.98 | $ | 12.78 | $ | 12.45 | $ | 12.22 | ||||||
Tangible equity to tangible assets | 9.2 | % | 9.2 | % | 9.2 | % | 9.1 | % | 9.0 | % | ||||||
Tangible common equity to tangible assets | 9.2 | % | 9.2 | % | 9.2 | % | 9.1 | % | 9.0 | % | ||||||
SUMMIT FINANCIAL GROUP INC. (NASDAQ: SMMF) | |||||||||||||||||
Regulatory Capital Ratios (A) | |||||||||||||||||
6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | |||||||||||||
Summit Financial Group, Inc. | |||||||||||||||||
CET1 Risk-based Capital | 11.5 | % | 11.9 | % | 11.8 | % | 11.7 | % | 11.6 | % | |||||||
Tier 1 Risk-based Capital | 12.9 | % | 13.5 | % | 13.4 | % | 13.4 | % | 13.2 | % | |||||||
Total Risk-based Capital | 13.8 | % | 14.5 | % | 14.4 | % | 14.4 | % | 14.2 | % | |||||||
Tier 1 Leverage Ratio | 10.5 | % | 10.7 | % | 10.7 | % | 10.5 | % | 10.4 | % | |||||||
Summit Community Bank, Inc. | |||||||||||||||||
CET1 Risk-based Capital | 13.0 | % | 13.6 | % | 13.6 | % | 13.6 | % | 13.4 | % | |||||||
Tier 1 Risk-based Capital | 13.0 | % | 13.6 | % | 13.6 | % | 13.6 | % | 13.4 | % | |||||||
Total Risk-based Capital | 13.9 | % | 14.5 | % | 14.5 | % | 14.6 | % | 14.4 | % | |||||||
Tier 1 Leverage Ratio | 10.6 | % | 10.7 | % | 10.8 | % | 10.7 | % | 10.6 | % | |||||||
NOTE (A) – Computed in accordance with Basel III regulatory capital guidelines beginning January 1, 2015
SUMMIT FINANCIAL GROUP INC. (NASDAQ: SMMF) | |||||||||||||||||
Loan Composition | |||||||||||||||||
Dollars in thousands | 6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | ||||||||||||
Commercial | $ | 101,521 | $ | 101,743 | $ | 97,201 | $ | 89,250 | $ | 97,284 | |||||||
Mortgage warehouse lines | 80,282 | - | - | - | - | ||||||||||||
Commercial real estate | |||||||||||||||||
Owner occupied | 190,534 | 202,680 | 203,555 | 199,068 | 191,743 | ||||||||||||
Non-owner occupied | 348,099 | 353,350 | 337,295 | 336,550 | 331,056 | ||||||||||||
Construction and development | |||||||||||||||||
Land and development | 65,702 | 66,483 | 65,500 | 66,164 | 64,435 | ||||||||||||
Construction | 8,506 | 7,997 | 9,970 | 8,419 | 18,214 | ||||||||||||
Residential real estate | |||||||||||||||||
Non-jumbo | 225,919 | 221,368 | 221,749 | 222,739 | 220,199 | ||||||||||||
Jumbo | 52,105 | 50,057 | 50,313 | 46,092 | 49,203 | ||||||||||||
Home equity | 75,904 | 74,097 | 74,300 | 73,652 | 72,504 | ||||||||||||
Consumer | 19,520 | 19,095 | 19,251 | 19,124 | 18,683 | ||||||||||||
Other | 10,008 | 11,235 | 11,669 | 12,518 | 12,423 | ||||||||||||
Total loans, net of unearned fees | 1,178,100 | 1,108,105 | 1,090,803 | 1,073,576 | 1,075,744 | ||||||||||||
Less allowance for loan losses | 11,377 | 11,315 | 11,472 | 11,228 | 11,272 | ||||||||||||
Loans, net | $ | 1,166,723 | $ | 1,096,790 | $ | 1,079,331 | $ | 1,062,348 | $ | 1,064,472 | |||||||
SUMMIT FINANCIAL GROUP INC. (NASDAQ: SMMF) | |||||||||||||||||
Deposit Composition | |||||||||||||||||
Dollars in thousands | 6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | ||||||||||||
Non interest bearing checking | $ | 120,845 | $ | 122,378 | $ | 119,010 | $ | 118,887 | $ | 113,256 | |||||||
Interest bearing checking | 205,095 | 210,878 | 215,721 | 217,242 | 202,957 | ||||||||||||
Savings | 306,785 | 286,695 | 266,825 | 259,185 | 246,949 | ||||||||||||
Time deposits | 463,820 | 474,593 | 465,153 | 476,777 | 490,148 | ||||||||||||
Total deposits | $ | 1,096,545 | $ | 1,094,544 | $ | 1,066,709 | $ | 1,072,091 | $ | 1,053,310 | |||||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||
Asset Quality Information | ||||||||||||||||
For the Quarter Ended | ||||||||||||||||
Dollars in thousands | 6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | |||||||||||
Gross loan charge-offs | $ | 263 | $ | 561 | $ | 132 | $ | 774 | $ | 463 | ||||||
Gross loan recoveries | (75 | ) | (154 | ) | (126 | ) | (481 | ) | (407 | ) | ||||||
Net loan charge-offs | $ | 188 | $ | 407 | $ | 6 | $ | 293 | $ | 56 | ||||||
Net loan charge-offs to average loans (annualized) | 0.07 | % | 0.15 | % | 0.00 | % | 0.11 | % | 0.02 | % | ||||||
Allowance for loan losses | $ | 11,377 | $ | 11,315 | $ | 11,472 | $ | 11,228 | $ | 11,272 | ||||||
Allowance for loan losses as a percentage | ||||||||||||||||
of period end loans | 0.97 | % | 1.02 | % | 1.05 | % | 1.05 | % | 1.05 | % | ||||||
Nonperforming assets: | ||||||||||||||||
Nonperforming loans | ||||||||||||||||
Commercial | $ | 399 | $ | 430 | $ | 853 | $ | 884 | $ | 1,065 | ||||||
Commercial real estate | 5,773 | 6,140 | 5,955 | 5,294 | 2,421 | |||||||||||
Commercial construction and development | - | - | - | - | - | |||||||||||
Residential construction and development | 5,400 | 5,467 | 5,623 | 5,345 | 5,627 | |||||||||||
Residential real estate | 3,531 | 3,248 | 3,245 | 3,881 | 4,433 | |||||||||||
Consumer | 91 | 121 | 92 | 53 | 45 | |||||||||||
Total nonperforming loans | 15,194 | 15,406 | 15,768 | 15,457 | 13,591 | |||||||||||
Foreclosed properties | ||||||||||||||||
Commercial | - | - | - | - | - | |||||||||||
Commercial real estate | 976 | 976 | 1,300 | 3,209 | 3,279 | |||||||||||
Commercial construction and development | 8,708 | 8,717 | 8,717 | 9,328 | 10,178 | |||||||||||
Residential construction and development | 12,989 | 13,808 | 14,068 | 14,965 | 15,839 | |||||||||||
Residential real estate | 752 | 1,183 | 1,482 | 2,211 | 2,204 | |||||||||||
Total foreclosed properties | 23,425 | 24,684 | 25,567 | 29,713 | 31,500 | |||||||||||
Other repossessed assets | 38 | - | 5 | - | 55 | |||||||||||
Total nonperforming assets | $ | 38,657 | $ | 40,090 | $ | 41,340 | $ | 45,170 | $ | 45,146 | ||||||
Nonperforming loans to period end loans | 1.29 | % | 1.39 | % | 1.45 | % | 1.44 | % | 1.26 | % | ||||||
Nonperforming assets to period end assets | 2.47 | % | 2.66 | % | 2.77 | % | 3.07 | % | 3.05 | % | ||||||
Loans Past Due 30-89 Days | ||||||||||||||||
For the Quarter Ended | ||||||||||||||||
In thousands | 6/30/2016 | 3/31/2016 | 12/31/2015 | 9/30/2015 | 6/30/2015 | |||||||||||
Commercial | $ | 422 | $ | 465 | $ | 339 | $ | 42 | $ | 344 | ||||||
Commercial real estate | 214 | 920 | 543 | 1,926 | 4,945 | |||||||||||
Construction and development | 520 | 218 | 1,182 | 39 | 21 | |||||||||||
Residential real estate | 4,763 | 3,055 | 4,442 | 3,888 | 3,932 | |||||||||||
Consumer | 177 | 73 | 186 | 216 | 211 | |||||||||||
Other | 12 | 14 | 9 | 9 | 7 | |||||||||||
Total | $ | 6,108 | $ | 4,745 | $ | 6,701 | $ | 6,120 | $ | 9,460 | ||||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||||||
Average Balance Sheet, Interest Earnings & Expenses and Average Rates | ||||||||||||||||||||
Q2 2016 vs Q2 2015 | ||||||||||||||||||||
Q2 2016 | Q2 2015 | |||||||||||||||||||
Average | Earnings / | Yield / | Average | Earnings / | Yield / | |||||||||||||||
Dollars in thousands | Balances | Expense | Rate | Balances | Expense | Rate | ||||||||||||||
ASSETS | ||||||||||||||||||||
Interest earning assets | ||||||||||||||||||||
Loans, net of unearned interest | ||||||||||||||||||||
Taxable | $ | 1,126,519 | $ | 13,488 | 4.82 | % | $ | 1,046,203 | $ | 12,854 | 4.93 | % | ||||||||
Tax-exempt | 14,554 | 203 | 5.61 | % | 12,466 | 179 | 5.76 | % | ||||||||||||
Securities | ||||||||||||||||||||
Taxable | 211,624 | 1,062 | 2.02 | % | 216,063 | 1,093 | 2.03 | % | ||||||||||||
Tax-exempt | 71,649 | 900 | 5.05 | % | 74,430 | 898 | 4.84 | % | ||||||||||||
Interest bearing deposits other banks | ||||||||||||||||||||
and Federal funds sold | 9,152 | 4 | 0.18 | % | 7,923 | 1 | 0.05 | % | ||||||||||||
Total interest earning assets | 1,433,498 | 15,657 | 4.39 | % | 1,357,085 | 15,025 | 4.44 | % | ||||||||||||
Noninterest earning assets | ||||||||||||||||||||
Cash & due from banks | 3,752 | 3,973 | ||||||||||||||||||
Premises & equipment | 21,517 | 20,409 | ||||||||||||||||||
Other assets | 89,773 | 96,231 | ||||||||||||||||||
Allowance for loan losses | (11,420 | ) | (11,095 | ) | ||||||||||||||||
Total assets | $ | 1,537,120 | $ | 1,466,603 | ||||||||||||||||
LIABILITIES AND SHAREHOLDERS' EQUITY | ||||||||||||||||||||
Liabilities | ||||||||||||||||||||
Interest bearing liabilities | ||||||||||||||||||||
Interest bearing | ||||||||||||||||||||
demand deposits | $ | 205,242 | $ | 79 | 0.15 | % | $ | 206,597 | $ | 59 | 0.11 | % | ||||||||
Savings deposits | 295,402 | 550 | 0.75 | % | 251,802 | 429 | 0.68 | % | ||||||||||||
Time deposits | 471,343 | 1,526 | 1.30 | % | 486,396 | 1,586 | 1.31 | % | ||||||||||||
Short-term borrowings | 183,673 | 419 | 0.92 | % | 154,704 | 125 | 0.32 | % | ||||||||||||
Long-term borrowings and | ||||||||||||||||||||
subordinated debentures | 94,568 | 975 | 4.15 | % | 100,583 | 1,001 | 3.99 | % | ||||||||||||
Total interest bearing liabilities | 1,250,228 | 3,549 | 1.14 | % | 1,200,082 | 3,200 | 1.07 | % | ||||||||||||
Noninterest bearing liabilities | ||||||||||||||||||||
Demand deposits | 120,118 | 114,327 | ||||||||||||||||||
Other liabilities | 19,044 | 14,771 | ||||||||||||||||||
Total liabilities | 1,389,390 | 1,329,180 | ||||||||||||||||||
Shareholders' equity - preferred | - | - | ||||||||||||||||||
Shareholders' equity - common | 147,730 | 137,423 | ||||||||||||||||||
Total liabilities and | ||||||||||||||||||||
shareholders' equity | $ | 1,537,120 | $ | 1,466,603 | ||||||||||||||||
NET INTEREST EARNINGS | $ | 12,108 | $ | 11,825 | ||||||||||||||||
NET INTEREST MARGIN | 3.40 | % | 3.49 | % | ||||||||||||||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||||||
Average Balance Sheet, Interest Earnings & Expenses and Average Rates | ||||||||||||||||||||
YTD 2016 vs YTD 2015 | ||||||||||||||||||||
YTD 2016 | YTD 2015 | |||||||||||||||||||
Average | Earnings / | Yield / | Average | Earnings / | Yield / | |||||||||||||||
Dollars in thousands | Balances | Expense | Rate | Balances | Expense | Rate | ||||||||||||||
ASSETS | ||||||||||||||||||||
Interest earning assets | ||||||||||||||||||||
Loans, net of unearned interest | ||||||||||||||||||||
Taxable | $ | 1,107,801 | $ | 26,778 | 4.86 | % | $ | 1,040,935 | $ | 25,588 | 4.96 | % | ||||||||
Tax-exempt | 15,189 | 424 | 5.61 | % | 12,516 | 353 | 5.69 | % | ||||||||||||
Securities | ||||||||||||||||||||
Taxable | 210,494 | 2,146 | 2.05 | % | 213,252 | 2,368 | 2.24 | % | ||||||||||||
Tax-exempt | 75,482 | 1,873 | 4.99 | % | 75,744 | 1,835 | 4.89 | % | ||||||||||||
Interest bearing deposits other banks | ||||||||||||||||||||
and Federal funds sold | 8,621 | 7 | 0.16 | % | 7,504 | 2 | 0.05 | % | ||||||||||||
Total interest earning assets | 1,417,587 | 31,228 | 4.43 | % | 1,349,951 | 30,146 | 4.50 | % | ||||||||||||
Noninterest earning assets | ||||||||||||||||||||
Cash & due from banks | 3,757 | 3,827 | ||||||||||||||||||
Premises & equipment | 21,556 | 20,307 | ||||||||||||||||||
Other assets | 89,708 | 97,454 | ||||||||||||||||||
Allowance for loan losses | (11,491 | ) | (11,166 | ) | ||||||||||||||||
Total assets | $ | 1,521,117 | $ | 1,460,373 | ||||||||||||||||
LIABILITIES AND SHAREHOLDERS' EQUITY | ||||||||||||||||||||
Liabilities | ||||||||||||||||||||
Interest bearing liabilities | ||||||||||||||||||||
Interest bearing | ||||||||||||||||||||
demand deposits | $ | 207,487 | $ | 162 | 0.16 | % | $ | 203,237 | $ | 118 | 0.12 | % | ||||||||
Savings deposits | 286,399 | 1,055 | 0.74 | % | 253,093 | 857 | 0.68 | % | ||||||||||||
Time deposits | 471,470 | 3,106 | 1.32 | % | 486,187 | 3,169 | 1.31 | % | ||||||||||||
Short-term borrowings | 176,111 | 659 | 0.75 | % | 149,769 | 238 | 0.32 | % | ||||||||||||
Long-term borrowings and | ||||||||||||||||||||
subordinated debentures | 94,811 | 1,952 | 4.14 | % | 103,148 | 2,041 | 3.99 | % | ||||||||||||
1,236,278 | 6,934 | 1.13 | % | 1,195,434 | 6,423 | 1.08 | % | |||||||||||||
Noninterest bearing liabilities | ||||||||||||||||||||
Demand deposits | 120,291 | 114,761 | ||||||||||||||||||
Other liabilities | 17,485 | 14,435 | ||||||||||||||||||
Total liabilities | 1,374,054 | 1,324,630 | ||||||||||||||||||
Shareholders' equity - preferred | - | 3,602 | ||||||||||||||||||
Shareholders' equity - common | 147,063 | 132,141 | ||||||||||||||||||
Total liabilities and | ||||||||||||||||||||
shareholders' equity | $ | 1,521,117 | $ | 1,460,373 | ||||||||||||||||
NET INTEREST EARNINGS | $ | 24,294 | $ | 23,723 | ||||||||||||||||
NET INTEREST MARGIN | 3.45 | % | 3.54 | % | ||||||||||||||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | |||||||||||||||||
Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures | |||||||||||||||||
For the Quarter Ended | For the Six Months Ended | ||||||||||||||||
Dollars in thousands | 6/30/2016 | 3/31/2016 | 6/30/2015 | 6/30/2016 | 6/30/2015 | ||||||||||||
Core earnings applicable to common shares | $ | 3,895 | $ | 3,950 | $ | 4,069 | $ | 7,705 | $ | 8,394 | |||||||
FHLB special dividend | - | - | - | - | 176 | ||||||||||||
Applicable income tax effect | - | - | - | - | (65 | ) | |||||||||||
Realized securities gains (losses) | 383 | 393 | 170 | 775 | 650 | ||||||||||||
Applicable income tax effect | (142 | ) | (145 | ) | (63 | ) | (287 | ) | (241 | ) | |||||||
Merger expense | 153 | (112 | ) | - | 264 | - | |||||||||||
Applicable income tax effect | (57 | ) | 41 | - | (98 | ) | - | ||||||||||
Gain (loss) on sale of foreclosed properties | 276 | 6 | (103 | ) | 282 | (253 | ) | ||||||||||
Applicable income tax effect | (102 | ) | (2 | ) | 38 | (104 | ) | 94 | |||||||||
Write-downs foreclosed properties | (259 | ) | (109 | ) | (160 | ) | (369 | ) | (732 | ) | |||||||
Applicable income tax effect | 96 | 40 | 59 | 137 | 271 | ||||||||||||
348 | 112 | (59 | ) | 600 | (100 | ) | |||||||||||
GAAP net income applicable to common shares | $ | 4,243 | $ | 4,062 | $ | 4,010 | $ | 8,305 | $ | 8,294 | |||||||
Core diluted earnings per common share | $ | 0.37 | $ | 0.37 | $ | 0.39 | $ | 0.75 | $ | 0.78 | |||||||
FHLB special dividend | - | - | - | - | 0.02 | ||||||||||||
Applicable income tax effect | - | - | - | - | (0.01 | ) | |||||||||||
Realized securities gains (losses) | 0.04 | 0.04 | 0.02 | 0.07 | 0.06 | ||||||||||||
Applicable income tax effect | (0.01 | ) | (0.01 | ) | (0.01 | ) | (0.03 | ) | (0.02 | ) | |||||||
Merger expense | (0.01 | ) | (0.01 | ) | - | (0.02 | ) | - | |||||||||
Applicable income tax effect | - | - | - | 0.01 | - | ||||||||||||
Gain (loss) on sale of foreclosed properties | 0.03 | - | (0.01 | ) | 0.03 | (0.02 | ) | ||||||||||
Applicable income tax effect | (0.01 | ) | - | - | (0.01 | ) | 0.01 | ||||||||||
Write-downs of foreclosed properties | (0.02 | ) | (0.01 | ) | (0.01 | ) | (0.03 | ) | (0.07 | ) | |||||||
Applicable income tax effect | 0.01 | - | - | 0.01 | 0.03 | ||||||||||||
0.03 | 0.01 | (0.01 | ) | 0.03 | - | ||||||||||||
GAAP diluted earnings per common share | $ | 0.40 | $ | 0.38 | $ | 0.38 | $ | 0.78 | $ | 0.78 | |||||||
SUMMIT FINANCIAL GROUP, INC. (NASDAQ: SMMF) | ||||||||||||||||
Reconciliation of Non-GAAP Financial Measures to GAAP Financial Measures | ||||||||||||||||
For the Quarter Ended | For the Six Months Ended | |||||||||||||||
Dollars in thousands | 6/30/2016 | 3/31/2016 | 6/30/2015 | 6/30/2016 | 6/30/2015 | |||||||||||
Total core revenue | $ | 14,396 | $ | 14,192 | $ | 14,148 | $ | 28,590 | $ | 28,151 | ||||||
FHLB special dividend | - | - | - | - | 176 | |||||||||||
Realized securities gains/(losses) | 383 | 393 | 170 | 775 | 650 | |||||||||||
Other-than-temporary impairment of securities | - | - | - | - | - | |||||||||||
383 | 393 | 170 | 775 | 826 | ||||||||||||
GAAP total revenue | $ | 14,779 | $ | 14,585 | $ | 14,318 | $ | 29,365 | $ | 28,977 | ||||||
Total core noninterest income | $ | 2,662 | $ | 2,413 | $ | 2,690 | $ | 5,077 | $ | 5,349 | ||||||
Realized securities gains/(losses) | 383 | 393 | 170 | 775 | 650 | |||||||||||
Other-than-temporary impairment of securities | - | - | - | - | - | |||||||||||
383 | 393 | 170 | 775 | 650 | ||||||||||||
GAAP total noninterest income | $ | 3,045 | $ | 2,806 | $ | 2,860 | $ | 5,852 | $ | 5,999 | ||||||
Total core noninterest expense | $ | 8,301 | $ | 8,339 | $ | 7,798 | $ | 16,640 | $ | 15,281 | ||||||
Merger expense | 153 | 112 | - | 264 | - | |||||||||||
(Gains)/losses on sales of foreclosed properties | (276 | ) | (6 | ) | 103 | (282 | ) | 253 | ||||||||
Write-downs of foreclosed properties | 259 | 109 | 160 | 369 | 732 | |||||||||||
136 | 215 | 263 | 351 | 985 | ||||||||||||
GAAP total noninterest expense | $ | 8,437 | $ | 8,554 | $ | 8,061 | $ | 16,991 | $ | 16,266 | ||||||
Комментарии