NASDAQ$HOPE

Hope Bancorp Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported a decrease in net income compared to the previous quarter, driven by a provision for credit losses and the absence of one-time gains from the second quarter, while net interest income and net interest margin expanded.

Hope Bancorp reported a net income of $30.0 million, or $0.25 per diluted common share, for the third quarter ended September 30, 2023. The results reflect net interest income growth, net interest margin expansion, and disciplined expense control, but were offset by a provision for credit losses and the non-recurrence of one-time gains from the previous quarter. The company also announced a strategic reorganization expected to generate over $40 million in annualized cost savings.

  • Net income totaled $30.0 million, or $0.25 per diluted common share.
  • Net interest margin expanded 13 basis points quarter-over-quarter.
  • Total deposits grew to $15.7 billion, up 1% from the previous quarter.
  • Strategic reorganization announced to enhance shareholder value with expected annualized cost savings of over $40 million.

Headline financials

Total Revenue

$144M

Previous: $167M-13.7%
EPS (adj)

$0.25

Previous: $0.45-44.4%
Net Interest Margin

2.8%

Previous: 3.5%-18.9%
Efficiency Ratio

60.5%

Previous: 50.4%+20.1%
Total Capital Ratio

13.2%

No prior period
Capital Expenditures

-$11.1M

Previous: -$6.55M-69.9%
Free Cash Flow

$18.9M

Previous: $47.2M-59.9%
Net Income

$30M

Previous: $53.7M-44.1%
Operating Income

-$33.2M

Previous: $102M-132.5%
Gross Profit

$127M

Previous: $157M-19.4%
Cash & Equivalents

$2.5B

Previous: $331M+654.6%
Total Assets

$20.1B

Previous: $19.1B+5.2%
Stock-Based Comp

$3.03M

Previous: $3.23M-6.0%

Revenue & EPS history

Hope Bancorp · Revenue · Quarterly

$144M

Q3 2023-13.7%vs Q3 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

The Company expects to recognize one-time charges of approximately $12 million in the fourth quarter of 2023 related to the reorganization and expects to operate more efficiently, strengthen its franchise, enhance the customer experience and expand its customer relationships, benefiting all its stakeholders through sustainably improved profitability.

Tailwinds

  • Strategic reorganization will evolve the business model.
  • Bank expects to operate more efficiently.
  • Franchise is expected to strengthen.
  • Customer experience is expected to be enhanced.
  • Customer relationships are expected to expand.

Headwinds

  • One-time charges of approximately $12 million expected in Q4 2023 related to the reorganization.
  • Possible further deterioration in economic conditions in areas of operation.
  • Interest rate risk associated with volatile interest rates and related asset-liability matching risk.
  • Liquidity risks.
  • Risk of significant non-earning assets, and net credit losses that could occur, particularly in times of weak economic conditions or times of rising interest rates.

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 Q3 2023

Historical avgQ3 2023

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+1.2%

Avg return

30 days after

50%

33 / 66 earnings

Positive

+13.9%

Q1 2020

Best reaction

-8.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%-0.5%-1.0%
Q4 2025+3.2%+1.7%+0.0%
Q3 2025+1.0%-1.8%+0.3%
Q2 2025-0.6%-2.2%+3.1%
Q1 2025+1.8%+5.2%+5.4%
Q4 2024+1.1%-3.8%-10.8%
Q3 2024+0.0%-0.9%+10.4%
Q2 2024-2.6%-9.6%-6.1%
Q1 2024-8.6%-1.1%-7.7%
Q4 2023-7.3%-8.7%-8.2%
Q3 2023-4.6%-1.8%+12.7%
Q2 2023+4.1%+14.3%-0.9%
Q1 2023-6.0%-6.1%-13.0%
Q4 2022-4.2%-3.1%-0.8%
Q3 2022+1.1%+1.5%+3.0%
Q2 2022+3.7%+2.3%+10.6%
Q1 2022+3.5%-0.3%-10.3%
Q4 2021+11.9%+7.1%+7.0%
Q3 2021+0.0%-1.6%+5.1%
Q2 2021+6.0%+3.6%+7.8%
Q1 2021-2.1%-3.0%-0.6%
Q4 2020-7.2%-9.0%+8.7%
Q3 2020+3.3%+10.2%+22.2%
Q2 2020+0.0%+0.0%+1.8%
Q1 2020+13.9%+5.5%+10.9%
Q4 2019+0.9%-2.1%-2.5%
Q3 2019+2.6%-1.3%-1.1%
Q2 2019+2.4%+4.1%-3.9%
Q1 2019+0.5%-2.7%-0.1%
Q4 2018+3.8%+4.5%+5.3%
Q3 2018-4.3%-7.5%-5.6%
Q2 2018-3.5%-1.0%-0.6%
Q1 2018-5.5%-4.1%+0.6%
Q4 2017+2.6%+0.2%-2.7%
Q3 2017+2.1%+5.1%+0.5%
Q2 2017-3.3%-3.3%-9.4%
Q1 2017-5.7%-4.3%-6.5%
Q4 2016+5.6%-0.1%+1.7%
Q3 2016-4.8%-4.7%+12.7%
Q2 2016-1.5%-1.0%+11.5%
Q1 2016-0.5%
Q4 2015+2.2%
Q3 2015-0.2%
Q2 2015+0.8%
Q1 2015+0.0%
Q4 2014+0.6%
Q3 2014+1.9%
Q2 2014-0.2%
Q1 2014+3.4%
Q4 2013+2.4%
Q3 2013+0.6%
Q2 2013-0.1%
Q1 2013-0.5%
Q4 2012+3.8%
Q3 2012-0.8%
Q2 2012+0.1%
Q1 2011-2.0%
Q4 2011-2.0%
Q1 2012+2.0%
Q4 2009+5.2%
Q3 2011-4.6%
Q3 2010-4.6%
Q2 2011-5.2%
Q2 2010-5.2%
Q4 2010-5.2%
Q1 2010+10.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro