NYSE$MTB

M&T Bank Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported net income of $690 million and diluted earnings per common share of $3.98.

M&T Bank Corporation reported a net income of $690 million, or $3.98 diluted earnings per common share, for the third quarter of 2023. The bank's capital position remained strong, with the CET1 capital ratio increasing to an estimated 10.94%.

  • CET1 capital ratio increased to an estimated 10.94%.
  • Net interest margin narrowed to 3.79% due to rising deposit rates outpacing asset yields.
  • Average loans and leases decreased 1% due to a decline in commercial real estate loan balances.
  • Nonaccrual loans improved to 1.77% of loans outstanding.

Headline financials

Total Revenue

$2.33B

Previous: $2.24B+4.2%
EPS (adj)

$4.05

Previous: $3.83+5.7%
Net Interest Margin

3.8%

Previous: 3.7%+3.0%
Efficiency Ratio

53.7%

Previous: 53.6%+0.2%
Nonaccrual Loans

1.8%

No prior period
Free Cash Flow

$690M

Previous: $647M+6.7%
Net Income

$690M

Previous: $647M+6.7%
Operating Income

-$14.1B

Previous: $2.04B-788.8%
Gross Profit

$2.24B

Previous: $2.21B+1.4%
Cash & Equivalents

$32.4B

Previous: $27.6B+17.2%
Total Assets

$209B

Previous: $198B+5.6%

Revenue & EPS history

M&T Bank · Revenue · Quarterly

$2.33B

Q3 2023+4.2%vs Q3 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

M&T Bank · $491M total across 4 segments · Q1 2023

  • Trust Income
    $194M
  • Other Revenues
    $160M
  • Deposit Service Charges
    $114M
  • Brokerage Services
    $24M

Forward guidance

This news release and related conference call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and the rules and regulations of the SEC.

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 Q3 2023

Historical avgQ3 2023

+0.6%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.2%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+9.7%

Q1 2022

Best reaction

-14.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.2%-0.4%-7.0%
Q1 2026+0.6%-0.4%-7.0%
Q3 2025-3.5%-1.8%+1.0%
Q2 2025+0.4%-1.5%+2.9%
Q1 2025+0.3%+1.4%+17.4%
Q4 2024-2.0%-1.3%-1.0%
Q3 2024+4.3%+2.5%+13.4%
Q2 2024+0.4%+4.6%-0.9%
Q1 2024+2.1%+6.6%+14.9%
Q4 2023+6.4%+8.3%+5.6%
Q3 2023-3.8%-10.3%+1.9%
Q2 2023+2.8%+3.7%-5.3%
Q1 2023+7.8%+6.4%+2.9%
Q4 2022+5.4%+6.3%+9.7%
Q3 2022-14.8%-13.8%-9.9%
Q2 2022+2.7%+4.7%+14.6%
Q1 2022+9.7%+7.4%+0.4%
Q4 2021-9.0%-6.4%+3.7%
Q3 2021+5.4%+4.9%+3.8%
Q2 2021-4.5%-2.1%+0.5%
Q1 2021-2.7%-0.5%+5.4%
Q4 2020-0.4%-4.5%+4.3%
Q3 2020+7.2%+0.3%+19.2%
Q2 2020+1.6%-0.6%-0.9%
Q1 2020-0.8%-0.4%-8.9%
Q4 2019+5.9%+5.5%+4.1%
Q3 2019-4.2%-1.6%+3.2%
Q2 2019-4.4%-4.6%-13.4%
Q1 2019+0.3%-0.8%-3.8%
Q4 2018+7.2%+7.9%+11.6%
Q3 2018+1.3%-0.5%+6.5%
Q2 2018+2.5%+3.6%+4.7%
Q1 2018-3.1%-0.9%+0.6%
Q4 2017+5.3%+5.4%+6.9%
Q3 2017-1.1%+0.5%-2.2%
Q2 2017-3.1%-3.1%-7.3%
Q1 2017+2.6%+4.0%+5.8%
Q4 2016+1.5%+3.2%+8.6%
Q3 2016+3.1%+3.2%+22.5%
Q2 2016-5.1%-4.5%-0.9%
Q1 2016+2.6%
Q4 2015+0.2%
Q3 2015-1.3%
Q2 2015+2.5%
Q1 2015-1.1%
Q4 2014-2.4%
Q3 2014-2.6%
Q2 2014-0.2%
Q1 2014+1.8%
Q4 2013-2.5%
Q3 2013-1.1%
Q2 2013+1.5%
Q1 2013-1.8%
Q4 2012-0.1%
Q3 2012+7.7%
Q2 2012+4.0%
Q1 2012+3.4%
Q4 2011+1.1%
Q3 2011-2.0%
Q2 2011-3.0%
Q1 2011+1.3%
Q4 2007-2.1%
Q4 2010-2.1%
Q4 2009-2.1%
Q3 2010-0.3%
Q2 2010+1.6%
Q1 2009+5.0%
Q1 2010-0.2%
Q3 2009+3.1%
Q3 2008+3.1%
Q4 2008+2.7%
Q2 2009+2.7%
Q2 2008+2.7%

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