NASDAQ$FULT

Fulton Financial Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported a decrease in net income compared to the previous quarter, influenced by the FultonFirst initiative and FDIC special assessment.

Fulton Financial Corporation reported a net income available to common shareholders of $61.7 million, or $0.37 per diluted share, for Q4 2023. The results reflect a decrease compared to the previous quarter, influenced by expenses related to the 'FultonFirst' initiative and an FDIC special assessment. Despite these challenges, the company saw growth in loans and deposits and advancements in strategic objectives.

  • Net income available to common shareholders was $61.7 million, or $0.37 per diluted share.
  • Operating net income available to common shareholders was $68.8 million, or $0.42 per diluted share.
  • Net interest income for the fourth quarter of 2023 was $212.0 million.
  • Non-interest expense increased by $9.5 million compared to the third quarter of 2023, primarily due to FDIC insurance expense and consulting fees for the FultonFirst initiative.

Headline financials

Total Revenue

$217M

Previous: $230M-5.9%
EPS (adj)

$0.42

Previous: $0.48-12.5%
Net interest margin

3.4%

Previous: 3.7%-8.9%
Efficiency ratio

62.0%

Previous: 58.1%+6.7%
Tier 1 leverage ratio

9.5%

Previous: 9.4%+1.1%
Common equity tier 1 ratio

10.4%

Previous: 10.0%+4.0%
Tier 1 risk-based capital ratio

11.2%

No prior period
Total risk-based capital ratio

14.1%

Previous: 13.5%+4.4%
Net Income

$64.3M

Previous: $81.8M-21.5%
Operating Income

$81M

Previous: $97.3M-16.7%
Gross Profit

$398M

Previous: $280M+41.9%

Revenue & EPS history

Fulton Financial · Revenue · Quarterly

$217M

Q4 2023-5.9%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Fulton Financial Corporation anticipates opportunities for growth and strategic advancement in 2024, focusing on enhancing customer experience and operational excellence.

Tailwinds

  • Focus on evaluating and improving operations through the FultonFirst initiative.
  • Strategic objectives are advanced.
  • Loans and deposits grew in a challenging environment.
  • Enhancements delivered to the customer experience.
  • Continued to operate with excellence and served stakeholders well.

Headwinds

  • Approximately $3.2 million recorded in the fourth quarter of 2023 related to the FultonFirst initiative.
  • Corporation recognized a Federal Deposit Insurance Corporation (FDIC) special assessment charge of $6.5 million.
  • Net interest income for the fourth quarter of 2023 was $212.0 million, a decrease of $13.9 million, or 6.2%, in comparison to the fourth quarter of 2022.
  • Non-interest expense was $180.6 million in the fourth quarter of 2023, an increase of $9.5 million, or 5.6%, compared to $171.0 million in the third quarter of 2023.
  • The effective tax rate was 18.5% in comparison to 17.3% for 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+2.8%

Avg return

30 days after

46%

32 / 69 earnings

Positive

+9.7%

Q2 2024

Best reaction

-9.5%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-0.5%-1.9%
Q4 2025+2.6%-0.6%+9.2%
Q3 2025-1.5%+0.4%+0.4%
Q2 2025-1.4%-1.0%+3.4%
Q1 2025-0.4%-1.8%+13.5%
Q4 2024-1.1%-1.4%-3.5%
Q3 2024+2.9%-0.3%+15.7%
Q2 2024+9.7%+9.2%-1.0%
Q1 2024-2.1%+1.3%+18.0%
Q4 2023-2.6%+1.4%+0.6%
Q3 2023+0.3%-2.3%+14.4%
Q2 2023+8.7%+7.8%+6.7%
Q1 2023-4.9%-6.9%-14.4%
Q4 2022-9.5%-7.1%+2.1%
Q3 2022-1.1%-1.8%+2.3%
Q2 2022+9.7%+9.5%+22.0%
Q1 2022+2.6%+1.8%-6.2%
Q4 2021-2.1%-5.6%-4.0%
Q3 2021+6.4%+4.9%+4.3%
Q2 2021+3.7%+2.0%+4.0%
Q1 2021-1.0%+1.1%+0.8%
Q4 2020+0.6%+1.9%+2.5%
Q3 2020+8.5%+10.7%+25.6%
Q2 2020+3.7%+4.1%-0.2%
Q1 2020-5.0%-2.2%-1.2%
Q4 2019-0.5%-0.2%-23.3%
Q3 2019+0.9%+1.7%+2.2%
Q2 2019+1.7%+2.7%-4.0%
Q1 2019+2.5%+1.2%+3.6%
Q4 2018+0.2%+1.1%+1.0%
Q3 2018+5.3%+2.4%+4.8%
Q2 2018+1.5%+5.4%+7.2%
Q1 2018-2.8%-2.8%-0.8%
Q4 2017-0.3%-2.7%+1.3%
Q3 2017-4.2%-3.9%-7.0%
Q2 2017-2.6%-4.8%-10.8%
Q1 2017+3.5%+6.3%+0.0%
Q4 2016-3.5%-3.7%+1.6%
Q3 2016+3.9%+4.2%+23.2%
Q2 2016-0.9%-0.9%+1.2%
Q1 2016+1.9%
Q4 2015+2.7%
Q3 2015+4.5%
Q2 2015-2.6%
Q1 2015+1.7%
Q4 2014-3.6%
Q3 2014+4.4%
Q2 2014-2.6%
Q1 2014+2.7%
Q4 2013+0.2%
Q3 2013+0.0%
Q2 2013+2.5%
Q1 2013-4.3%
Q4 2012-0.4%
Q3 2012-2.5%
Q2 2012-1.4%
Q1 2012-0.3%
Q4 2011+0.1%
Q3 2011-6.3%
Q2 2011-6.0%
Q1 2010+0.6%
Q1 2011+3.0%
Q4 2009-2.8%
Q4 2010-2.8%
Q4 2008-2.8%
Q3 2009-3.8%
Q3 2010-3.8%
Q2 2010-1.3%
Q2 2009-1.3%

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