NASDAQ$HWC

Hancock Whitney Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported EPS of $1.31 for the second quarter of 2024.

Hancock Whitney reported a net income of $114.6 million, or $1.31 per diluted common share, for the second quarter of 2024. The company saw improvements in profitability with NIM expansion and fee income growth, while credit metrics continued to normalize. Capital ratios remained strong, and the company deployed capital by increasing the common dividend per share and resuming share buybacks.

  • Net income totaled $114.6 million, compared to $108.6 million in the prior quarter.
  • Adjusted pre-provision net revenue (PPNR) totaled $156.4 million, compared to $152.9 million in the prior quarter.
  • Loans decreased $59.3 million, or 1% linked quarter annualized (LQA).
  • Deposits decreased $575.2 million, or 8% LQA.

Headline financials

Total Revenue

$360M

Previous: $357M+0.7%
EPS

$1.31

Previous: $1.35-3.0%
Net Interest Margin (TE)

3.4%

Previous: 3.3%+2.1%
Efficiency ratio

56.2%

Previous: 55.3%+1.5%
Tangible common equity ratio

8.8%

Previous: 7.5%+16.9%
Return on average assets

1.3%

No prior period
Capital Expenditures

-$3.58M

Previous: -$18.3M+80.4%
Free Cash Flow

$111M

Previous: $99.5M+11.5%
Net Income

$115M

Previous: $118M-2.7%
Operating Income

$132M

Previous: $151M-12.7%
Gross Profit

$351M

Previous: $343M+2.2%
Cash & Equivalents

$581M

Previous: $674M-13.7%
Total Assets

$35.4B

Previous: $36.2B-2.2%
Stock-Based Comp

$6.13M

Previous: $6.47M-5.3%

Revenue & EPS history

Hancock Whitney · Revenue · Quarterly

$360M

Q2 2024+0.7%vs Q2 2023
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Hancock Whitney · $34.5M total across 2 segments · Q2 2021

  • Other income
    $18.2M
  • Trust fees
    $16.3M

Forward guidance

Management expects 2024 period-end loan and deposit balances to be flat to down slightly from year-end 2023. Modest NIM expansion is expected in the second half of 2024, assuming no rate cuts through year-end.

Tailwinds

  • Continued improvement in profitability.
  • NIM expansion expected in the second half of 2024, assuming no rate cuts.
  • Strong capital ratios.
  • Increase in common dividend per share.
  • Resumption of share buybacks.

Headwinds

  • Expects 2024 period-end loan balances to be flat to down slightly from year-end 2023.
  • Expects 2024 period-end deposit levels to be flat to down slightly from year-end 2023.
  • Criticized commercial loans continued to normalize.
  • Nonaccrual loans continued to normalize.
  • Deposits decreased $575.2 million, or 8% LQA.

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 Q2 2024

Historical avgQ2 2024

+0.7%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+4.1%

Avg return

30 days after

59%

41 / 69 earnings

Positive

+8.1%

Q2 2021

Best reaction

-8.4%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-1.2%-1.5%
Q4 2025+2.4%-0.3%+5.3%
Q3 2025-6.3%-9.5%-6.2%
Q2 2025-2.2%-1.3%+3.3%
Q1 2025-0.3%-1.0%+16.6%
Q4 2024+1.0%-0.2%-1.7%
Q3 2024+0.5%-1.6%+12.0%
Q2 2024+6.7%+5.0%-3.2%
Q1 2024+0.1%+3.9%+12.5%
Q4 2023-2.2%+0.7%-2.3%
Q3 2023-1.9%-6.2%+14.4%
Q2 2023+5.0%-0.0%-2.7%
Q1 2023+1.0%-2.1%-4.1%
Q4 2022-6.8%-5.5%+0.0%
Q3 2022+4.9%+2.8%+4.8%
Q2 2022+7.7%+6.2%+18.6%
Q1 2022+4.5%-0.8%-3.9%
Q4 2021+0.4%-2.6%-1.9%
Q3 2021+7.4%+7.7%+8.0%
Q2 2021+8.1%+7.5%+9.1%
Q1 2021+2.8%+4.5%+12.8%
Q4 2020-6.2%-7.2%-5.7%
Q3 2020+6.8%+10.5%+30.8%
Q2 2020-7.9%-2.1%+10.2%
Q1 2020+5.8%-3.2%+10.6%
Q4 2019-0.9%-1.2%-8.3%
Q3 2019+0.1%+2.0%+8.8%
Q2 2019+3.1%+5.1%-9.4%
Q1 2019+0.5%-1.9%-5.7%
Q4 2018+7.8%+11.4%+12.4%
Q3 2018-1.9%-5.9%-10.2%
Q2 2018+4.8%+6.7%+6.8%
Q1 2018-7.9%-8.2%-0.8%
Q4 2017+4.3%+4.4%+0.7%
Q3 2017+0.3%+3.0%-1.4%
Q2 2017-6.6%-7.1%-13.7%
Q1 2017+1.1%+4.1%+5.1%
Q4 2016+0.6%+1.2%+6.2%
Q3 2016+5.0%+4.6%+24.9%
Q2 2016+4.6%+5.2%+11.5%
Q1 2016+5.5%
Q4 2015+5.3%
Q3 2015+2.3%
Q2 2015-1.5%
Q1 2015-3.7%
Q4 2014+2.9%
Q3 2014+1.6%
Q2 2014-0.5%
Q1 2014+2.0%
Q4 2013-3.5%
Q3 2013+0.5%
Q2 2013-1.5%
Q1 2013-8.4%
Q4 2012-5.4%
Q3 2012+3.0%
Q2 2012-0.5%
Q1 2012+1.7%
Q4 2011+0.9%
Q3 2011-2.9%
Q2 2011-0.5%
Q1 2010-1.3%
Q1 2011+1.9%
Q4 2009-0.8%
Q4 2010-0.8%
Q4 2008-0.8%
Q3 2010+4.7%
Q3 2009+4.7%
Q2 2009-1.4%
Q2 2010-1.4%

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