NYSE$ABCB

Ameris Bancorp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Ameris Bank's Q4 2024 financial performance was strong, with notable increases in net income and adjusted net income.

Ameris Bank reported a strong fourth quarter with net income of $94.4 million, or $1.37 per diluted share, and adjusted net income of $95.1 million, or $1.38 per diluted share. The company saw total revenue growth of 9.8% annualized and an increase in net interest income (TE) of $7.7 million. Positive operating leverage was maintained with an efficiency ratio of 52.26%.

  • Net income reached $94.4 million, or $1.37 per diluted share.
  • Adjusted net income was $95.1 million, or $1.38 per diluted share.
  • Net interest income (TE) increased by $7.7 million to $222.8 million.
  • Efficiency ratio stood at 52.26%, with an adjusted efficiency ratio (TE) of 51.82%.

Headline financials

Total Revenue

$291M

Previous: $262M+10.8%
EPS (adj)

$1.38

Previous: $1.07+29.0%
Net Interest Margin (TE)

3.6%

Previous: 3.5%+2.8%
Efficiency Ratio

52.3%

Previous: 52.9%-1.2%
Return on Average Assets

1.4%

No prior period
Noninterest-Bearing Deposits

$6.5B

No prior period
Net Charge-Offs as a Percent of Average Loans (Annualized)

0.2%

No prior period
Total Non-Performing Assets as a Percent of Total Assets

0.5%

No prior period
Tangible Book Value Per Share (Period End)

$38.59

No prior period
Tangible Common Equity to Tangible Assets

10.6%

No prior period
Net Income

$94.4M

Previous: $65.9M+43.2%
Operating Income

$126M

Previous: $114M+10.4%

Revenue & EPS history

Ameris Bank · Revenue · Quarterly

$291M

Q4 2024+10.8%vs Q4 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Ameris Bank · $268M total across 4 segments · Q3 2023

  • Banking Division
    $194M-16.1%
  • Retail Mortgage Division
    $58.5M+1.1%
  • Premium Finance Division
    $9.41M-4.0%
  • Warehouse Lending Division
    $6.67M-21.5%

Forward guidance

Ameris Bancorp's CEO, Palmer Proctor, highlighted the company's strong fourth-quarter performance, emphasizing their focus on tangible book value growth, disciplined balance sheet management, and operational efficiency. He noted that their robust balance sheet, focus on revenue growth, healthy net interest margin, and commitment to efficiency, combined with the growth potential in their expanding Southeast markets, position them for continued success in the years ahead.

Tailwinds

  • Prioritizing tangible book value growth
  • Discipline in balance sheet management
  • Focus on operational efficiency
  • Robust balance sheet
  • Commitment to efficiency

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 2024

Historical avgQ4 2024

+0.2%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+3.9%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+6.9%

Q2 2016

Best reaction

-8.5%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%-0.4%+0.0%
Q4 2025-0.6%+3.5%-4.5%
Q3 2025-2.2%-3.7%+2.0%
Q2 2025-1.8%-2.3%+4.3%
Q1 2025+3.6%+6.2%+8.6%
Q4 2024+0.1%+3.4%-1.5%
Q3 2024-2.3%-0.7%+14.5%
Q2 2024+3.6%+2.4%+3.9%
Q1 2024-0.8%-1.6%-0.5%
Q4 2023-0.7%-2.1%-13.6%
Q3 2023+2.2%+6.1%+21.1%
Q2 2023+1.3%+4.1%-6.0%
Q1 2023+2.6%-5.9%-0.4%
Q4 2022-2.3%-0.8%+1.0%
Q3 2022+1.2%-0.2%+4.1%
Q2 2022+5.6%+9.1%+13.9%
Q1 2022+2.2%+1.2%+9.2%
Q4 2021-4.6%-4.8%-3.2%
Q3 2021-0.4%+0.7%-4.8%
Q2 2021-3.2%-0.3%+1.8%
Q1 2021+2.9%+5.6%+18.5%
Q4 2020-4.6%+1.1%+16.2%
Q3 2020+5.4%+1.5%+22.6%
Q2 2020+1.2%-0.4%+6.2%
Q1 2020+2.5%+13.4%-1.5%
Q4 2019-3.1%-4.1%-6.1%
Q3 2019+0.9%+3.5%+5.1%
Q2 2019+2.1%+3.4%-9.0%
Q1 2019+1.8%+4.9%+1.6%
Q4 2018+6.6%+7.3%+17.5%
Q3 2018-1.2%-8.6%+3.4%
Q2 2018-4.7%-6.2%-2.0%
Q1 2018-1.1%-0.1%+6.4%
Q4 2017+3.1%+0.2%+2.6%
Q3 2017-2.4%-2.0%-5.4%
Q2 2017-0.1%-2.5%-8.1%
Q1 2017+3.7%+7.5%-3.9%
Q4 2016+2.2%+8.5%+15.4%
Q3 2016-0.1%+0.2%+17.4%
Q2 2016+6.9%+10.4%+10.2%
Q1 2016+2.7%
Q4 2015-8.5%
Q3 2015+6.3%
Q2 2015-0.2%
Q1 2015-3.3%
Q4 2014+6.1%
Q3 2014-2.9%
Q2 2014+1.4%
Q1 2014+1.6%
Q4 2013-2.1%
Q3 2013+0.8%
Q2 2013+1.6%
Q1 2013+3.6%
Q4 2012+0.8%
Q4 2011+0.8%
Q3 2012-5.5%
Q2 2012-3.9%
Q1 2012+1.1%
Q4 2009+4.1%
Q3 2011-5.4%
Q3 2010-5.4%
Q2 2011-4.1%
Q4 2010-4.1%
Q1 2011-0.6%
Q2 2010-2.1%
Q1 2010+6.0%

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