NYSE$ASB

Associated Banc-Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Associated Bank reported a net loss due to nonrecurring items associated with balance sheet repositioning, but core financial results showed strength with loan and deposit growth.

Associated Banc-Corp reported a net loss of $164 million, or $1.03 per common share, for Q4 2024, impacted by nonrecurring items. Excluding these items, adjusted earnings were $91 million, or $0.57 per common share. The company saw strong commercial loan growth, core customer deposit growth, and stable credit trends.

  • Reported a net loss of $164 million, or $1.03 per common share, for the quarter ended December 31, 2024.
  • Excluding nonrecurring items, adjusted earnings were $91 million, or $0.57 per common share for Q4 2024.
  • Total deposits increased by $1.1 billion from the prior quarter.
  • Commercial and business lending increased $338 million from the prior quarter.

Headline financials

Total Revenue

$342M

Previous: $259M+32.3%
EPS (adj)

$0.57

Previous: $0.53+7.5%
Net Income

-$162M

Previous: -$90.8M-78.0%
Operating Income

-$178M

Previous: -$138M-28.8%

Revenue & EPS history

Associated Bank · Revenue · Quarterly

$342M

Q4 2024+32.3%vs Q4 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Associated Bank · $9.67M total across 1 segment · Q4 2021

  • Capital Markets
    $9.67M+64.0%

Forward guidance

Associated Banc-Corp anticipates total period end loan growth of 5% to 6%, total deposit growth of 1% to 2%, core customer deposit growth of 4% to 5%, and net interest income growth of 12% to 13% in 2025. Total noninterest income growth is expected to be between 0% and 1%, and total noninterest expense to grow by 3% to 4%. The annual effective tax rate is projected to be between 19% and 21%.

Tailwinds

  • Total period end loan growth of 5% to 6% is expected.
  • Total deposit growth of 1% to 2% is anticipated.
  • Core customer deposit growth of 4% to 5% is projected.
  • Total net interest income growth of 12% to 13% is expected.
  • The annual effective tax rate is expected to be between 19% and 21%.

Headwinds

  • Total noninterest income growth is expected to be between 0% and 1%.
  • Total noninterest expense is expected to grow by 3% to 4%.
  • Provision will adjust to reflect risk grades, economic conditions, loan volumes, and other indications of credit quality.
  • Guidance assumes no change in the corporate tax rate.
  • 2024 was a year of significant progress for Associated, but results for the year and quarter ended December 31, 2024 were impacted by several nonrecurring items.

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

+0.4%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+2.0%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+9.5%

Q1 2018

Best reaction

-9.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%-1.0%-1.2%
Q4 2025-3.9%-2.4%+4.0%
Q3 2025+0.7%-2.0%+1.2%
Q2 2025-2.4%-0.5%+3.1%
Q1 2025+1.4%+0.2%+4.5%
Q4 2024-0.8%-2.4%-3.5%
Q3 2024+2.0%+4.9%+21.6%
Q2 2024+3.5%+0.2%-2.6%
Q1 2024+1.1%-1.3%-0.5%
Q4 2023-1.0%+0.0%-5.6%
Q3 2023-6.1%-6.2%+10.3%
Q2 2023-2.0%-3.0%-6.5%
Q1 2023-3.0%-8.1%-17.6%
Q4 2022-0.9%+1.1%+6.4%
Q3 2022+2.6%+6.8%+9.3%
Q2 2022+2.7%+3.7%+13.1%
Q1 2022-5.9%-9.5%-12.8%
Q4 2021-0.1%+0.2%+2.2%
Q3 2021-1.2%+0.2%+1.5%
Q2 2021+0.0%-0.6%+6.7%
Q1 2021+0.6%+2.9%+9.0%
Q4 2020-2.9%-5.3%-1.5%
Q3 2020+3.8%-1.2%+13.7%
Q2 2020+3.4%-1.1%-0.8%
Q1 2020+8.2%+14.4%+10.9%
Q4 2019-1.3%-2.5%-5.1%
Q3 2019-2.0%-0.8%+4.8%
Q2 2019+0.8%+1.4%-11.7%
Q1 2019-0.3%+1.3%-5.7%
Q4 2018+3.5%+4.3%+11.1%
Q3 2018-9.1%-10.3%-8.2%
Q2 2018-1.6%-1.6%-3.7%
Q1 2018+9.5%+9.9%+11.4%
Q4 2017-1.6%-2.7%-1.6%
Q3 2017+6.1%+5.1%+0.2%
Q2 2017-5.1%-3.7%-11.4%
Q1 2017+4.8%+6.3%+2.1%
Q4 2016+1.9%+4.1%+7.8%
Q3 2016-0.5%+0.0%+16.6%
Q2 2016+2.8%+3.8%+9.8%
Q1 2016-0.3%
Q4 2015-0.9%
Q3 2015+2.8%
Q2 2015-1.8%
Q1 2015-1.6%
Q4 2014+2.5%
Q3 2014+1.1%
Q2 2014-0.5%
Q1 2014-0.6%
Q4 2013+0.9%
Q3 2013+0.6%
Q2 2013-0.7%
Q1 2013+3.6%
Q4 2012+0.3%
Q3 2012+0.5%
Q2 2012+2.8%
Q1 2012-0.1%
Q4 2011+0.6%
Q3 2011-1.6%
Q2 2011-5.1%
Q1 2010-0.9%
Q1 2011+2.7%
Q4 2008+0.5%
Q4 2010+0.5%
Q4 2009+0.5%
Q3 2009+5.6%
Q3 2010+5.6%
Q2 2009+1.0%
Q2 2010+1.0%

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