NYSE$CADE

Cadence Bank · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Cadence Bank Q2 2025 Earnings Report showed steady revenue growth and strong capital ratios despite higher credit provisions.

Cadence Bank delivered solid Q2 2025 results with EPS of $0.69 and adjusted EPS of $0.73, supported by strong loan growth and higher net interest revenue, although credit provisions increased.

  • Net income available to common shareholders was $129.9 million, with adjusted net income at $137.5 million.
  • Net interest margin stood at 3.40%, supported by strong organic loan growth.
  • Provision for credit losses rose to $31 million due to acquired loans and higher credit reserves.
  • Common Equity Tier 1 Capital remained strong at 12.2%.

Headline financials

Total Revenue

$476M

Previous: $457M+4.2%
EPS (adj)

$0.73

Previous: $0.69+5.8%
Net Interest Margin

3.4%

No prior period
Return on Avg Assets

1.1%

No prior period
Loan Growth

$1.1B

No prior period
Adj. Efficiency Ratio

56.7%

No prior period
CET1 Capital

12.2%

No prior period
Net Charge-Offs Ratio

0.2%

No prior period
Provision for Losses

$31M

No prior period
Net Income

$130M

Previous: $273M-52.3%
Operating Income

$172M

No prior period
Cash & Equivalents

$1.54B

No prior period
Total Assets

$50.4M

Previous: $48B-99.9%

Revenue & EPS history

Cadence Bank · Revenue · Quarterly

$476M

Q2 2025+4.2%vs Q2 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Cadence Bank · $476M total across 2 segments · Q2 2025

  • Net Interest Revenue
    $378M
  • Noninterest Revenue
    $98.2M

Forward guidance

Cadence expects continued loan and deposit growth with stable credit quality, but rising funding costs and integration expenses could pressure margins.

Tailwinds

  • Strong loan and deposit growth momentum
  • Stable credit quality metrics
  • Improving operating efficiency
  • Capital ratios remain well above regulatory requirements
  • Integration of recent acquisitions expected to drive growth

Headwinds

  • Higher funding costs could pressure NIM
  • Increased provisions for credit losses expected to persist
  • Integration expenses from acquisitions may temporarily impact earnings
  • Economic uncertainty may affect loan demand
  • Competitive pressure on deposit pricing remains elevated

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 Q2 2025

Historical avgQ2 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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