NYSE$CADE

Cadence Bank · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Cadence Bank posted strong Q3 results with higher earnings and margin expansion driven by recent acquisitions.

Cadence Bank delivered solid financial performance in Q3 2025, with net income of $127.5 million and an adjusted EPS of $0.81. The quarter was supported by improved net interest margin, increased deposits and loans, and successful integration of recent bank acquisitions.

Headline financials

Total Revenue

$517M

Previous: $447M+15.6%
EPS (adj)

$0.81

Previous: $0.73+11.0%
Net Interest Margin

3.5%

Previous: 3.3%+4.5%
Return on Avg Assets

0.9%

Previous: 1.1%-16.7%
Loan Growth

$1.33B

No prior period
Adj. Efficiency Ratio

56.5%

Previous: 57.7%-2.1%
CET1 Capital

11.5%

Previous: 12.3%-6.5%
Net Charge-Offs Ratio

0.3%

Previous: 0.3%+0.0%
Provision for Losses

$32M

Previous: $12M+166.7%
Net Income

$127M

Previous: $134M-4.9%
Operating Income

$197M

No prior period
Total Assets

$53.3B

Previous: $49.2B+8.3%

Revenue & EPS history

Cadence Bank · Revenue · Quarterly

$517M

Q3 2025+15.6%vs Q3 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Cadence Bank · $517M total across 2 segments · Q3 2025

  • Net Interest Revenue
    $424M+17.2%
  • Noninterest Revenue
    $93.5M+8.8%

Forward guidance

Management expects continued growth and stable credit performance, supported by integration benefits from recent acquisitions.

Tailwinds

  • Successful integration of Industry Bancshares and First Chatham
  • Continued expansion in net interest margin
  • Organic and acquisition-driven loan growth
  • Core deposit growth from acquisitions
  • Strong capital and liquidity position

Headwinds

  • Higher noninterest expenses due to merger costs
  • Slight decline in tangible book value per share
  • Decreased return on average assets vs prior year
  • Lower mortgage banking revenue sequentially
  • Modest increase in criticized and classified loans

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 Q3 2025

Historical avgQ3 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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