NYSE$CADE

Cadence Bank · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Cadence Bank reported solid earnings growth and stable credit quality in Q1 2025, supported by expanded net interest margin and strong capital levels.

Cadence Bank delivered strong Q1 2025 performance, posting $130.9M in net income and maintaining operating efficiency. The bank saw growth in net interest margin and loans while keeping costs down and credit quality stable.

  • Net income reached $130.9M with EPS of $0.70 and adjusted EPS of $0.71.
  • Net interest margin improved to 3.46%, with $363.2M in net interest revenue.
  • Generated $309.9M in net organic loan growth, with stable core deposits.
  • All approvals were received for the FCB Financial Corp. merger, expected to close May 1.

Headline financials

Total Revenue

$449M

Previous: $438M+2.5%
EPS (adj)

$0.71

Previous: $0.62+14.5%
Net Interest Margin

3.5%

Previous: 3.2%+7.5%
Return on Avg Assets

1.1%

Previous: 1.0%+18.6%
Loan Growth

$310M

No prior period
Adj. Efficiency Ratio

57.6%

Previous: 60.1%-4.2%
CET1 Capital

12.4%

Previous: 11.7%+6.0%
Net Charge-Offs Ratio

0.3%

Previous: 0.2%+12.5%
Provision for Losses

$20M

No prior period
Net Income

$131M

Previous: $232M-43.5%
Operating Income

$169M

No prior period
Total Assets

$47.7B

Previous: $48.3B-1.2%

Revenue & EPS history

Cadence Bank · Revenue · Quarterly

$449M

Q1 2025+2.5%vs Q1 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Cadence Bank · $528M total across 2 segments · Q4 2025

  • Net Interest Revenue
    $427M
  • Noninterest Revenue
    $101M

Forward guidance

The company anticipates continued growth through the merger with First Chatham Bank, improved efficiency, and sustained credit stability amid economic uncertainty.

Tailwinds

  • Merger with FCB Financial expected to enhance market reach.
  • Improved operating leverage and cost control initiatives in place.
  • Stable core deposits and growing loan portfolio.
  • Strengthened capital ratios support growth plans.
  • Focus on expanding net interest margin through disciplined balance sheet management.

Headwinds

  • Economic volatility may pressure loan demand and deposit pricing.
  • Credit costs slightly elevated due to isolated C&I exposure.
  • Lower yields on new loan originations reflecting recent rate cuts.
  • Decline in wealth management and card fees from seasonal softness.
  • Market conditions may impact noninterest revenue performance.

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.2%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

48%

16 / 33 earnings

Positive

+7.4%

Q3 2020

Best reaction

-5.9%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025-5.9%-7.1%
Q3 2025-3.8%-1.5%+1.0%
Q2 2025-2.6%-0.6%+3.5%
Q1 2025+1.3%+4.6%+11.1%
Q4 2024-4.8%-1.2%-8.0%
Q3 2024+1.3%+1.1%+11.4%
Q2 2024+5.9%+5.5%-2.6%
Q1 2024+6.3%+6.8%+5.5%
Q4 2023-4.6%-11.2%-9.4%
Q3 2023+4.0%+6.9%+23.4%
Q2 2023+0.4%+9.3%-0.7%
Q1 2023-0.4%-0.6%-8.3%
Q4 2022-1.1%+8.2%+1.6%
Q3 2022+1.3%+2.1%+6.7%
Q2 2022+1.9%+8.4%+11.6%
Q1 2022+0.2%-5.7%-2.8%
Q4 2021-0.6%-4.2%-5.9%
Q3 2021-3.7%
Q2 2021-2.9%
Q1 2021+2.5%
Q4 2020-4.4%
Q3 2020+7.4%
Q2 2020-0.7%
Q1 2020+1.5%
Q4 2019-0.9%
Q3 2019-0.1%
Q2 2019+0.2%
Q1 2019+0.1%
Q4 2018+0.6%
Q3 2018-2.4%
Q2 2018-0.6%
Q1 2018+0.8%
Q4 2017-2.0%
Q3 2017

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