NYSE$MTB

M&T Bank Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

M&T Bank's financial performance for Q4 2024 resulted in a net income of $681 million and diluted earnings per share of $3.86.

M&T Bank Corporation reported a strong fourth quarter in 2024, with net income reaching $681 million, translating to $3.86 in diluted earnings per common share. The bank's capital position continued to strengthen, with the CET1 capital ratio increasing for the seventh consecutive quarter. Net interest margin narrowed slightly, while average loan growth was driven by commercial and industrial and consumer loans.

  • CET1 capital ratio increased to an estimated 11.67% at December 31, 2024.
  • Share repurchases totaled $200 million in Q4 2024.
  • Net interest margin was 3.58%, slightly down from the previous quarter.
  • Nonaccrual loans improved to 1.25% of loans outstanding at December 31, 2024.

Headline financials

Total Revenue

$2.39B

Previous: $2.3B+3.7%
EPS (adj)

$3.92

Previous: $2.81+39.5%
Net Interest Margin

3.6%

No prior period
Efficiency Ratio

56.8%

No prior period
Net Charge-offs

0.5%

No prior period
ROA (Annualized)

1.3%

No prior period
ROE (Annualized)

9.8%

No prior period
Nonaccrual Loans

1.3%

No prior period
Loan Loss Allowance

1.6%

No prior period
CET1 Capital Ratio

11.7%

No prior period
Capital Expenditures

-$111M

No prior period
Net Income

$681M

Previous: $482M+41.3%
Operating Income

$882M

Previous: $625M+41.1%

Revenue & EPS history

M&T Bank · Revenue · Quarterly

$2.39B

Q4 2024+3.7%vs Q4 2023
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

M&T enters 2025 with resolute focus on enhancing capabilities to better serve our customers by optimizing our business processes and building more scale and resiliency for continued growth.

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

+0.6%

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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