NYSE$PNFP

Pinnacle Financial Partners Inc. · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Pinnacle Financial delivered strong third-quarter results driven by loan growth, margin expansion, and contributions from BHG.

Pinnacle Financial exceeded expectations in Q3 2025 with rising EPS, robust revenue growth, and strong loan performance. The firm also maintained sound credit metrics and advanced its merger plans with Synovus.

  • Reported EPS of $2.19 and adjusted EPS of $2.27.
  • Total revenue reached $544800000, supported by strong growth in noninterest income.
  • Net income was $169338000, driven by commercial loan expansion and margin gains.
  • The merger with Synovus is on track for completion in early Q1 2026.

Headline financials

Total Revenue

$545M

Previous: $467M+16.7%
EPS (adj)

$2.27

Previous: $1.86+22.0%
Efficiency Ratio

55.6%

Previous: 55.6%+0.1%
Net Interest Margin

3.3%

Previous: 3.2%+1.2%
Return on Avg Assets

1.2%

Previous: 1.1%+6.1%
Return on Avg Tangible Common Equity

14.5%

Previous: 13.6%+6.5%
Net Charge-offs / Avg Loans

0.2%

Previous: 0.2%-14.3%
Total Loans

$37.9B

Previous: $34.3B+10.6%
Total Deposits

$45.7B

Previous: $41B+11.7%
Net Income

$169M

Previous: $147M+15.4%
Operating Income

$242M

Previous: $181M+33.4%
Cash & Equivalents

$3.27B

Previous: $2.83B+15.3%
Total Assets

$56B

Previous: $50.7B+10.4%

Revenue & EPS history

Pinnacle Financial · Revenue · Quarterly

$545M

Q3 2025+16.7%vs Q3 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Pinnacle Financial · $56.5M total across 4 segments · Q3 2025

  • Investment Services
    $23.9M+33.8%
  • Service Charges
    $18.3M+12.8%
  • Trust Fees
    $10.3M+23.1%
  • Insurance Commissions
    $4.02M+22.2%

Forward guidance

Management anticipates continued margin expansion and loan growth heading into Q4, with the merger expected to unlock further revenue potential in early 2026.

Tailwinds

  • Net interest margin expected to improve in Q4 2025.
  • Loan growth outlook remains strong, especially in commercial segments.
  • Hiring momentum and associate retention are high.
  • Synovus merger expected to bring $250M in cost synergies.
  • Noninterest income expected to benefit from BHG and treasury services.

Headwinds

  • Increased incentive accruals raise expenses.
  • Merger-related costs added $7.7M to Q3 expenses.
  • BHG’s reserve rates on loans remain elevated.
  • Noninterest income slightly offset by mortgage loan gains decline.
  • Efficiency ratio remains flat year-over-year despite revenue 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 Q3 2025

Historical avgQ3 2025

+0.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.8%

Avg return

30 days after

60%

24 / 40 earnings

Positive

+6.1%

Q2 2020

Best reaction

-5.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%+0.1%-1.5%
Q4 2025-4.1%-6.3%-0.7%
Q3 2025-5.9%-1.8%-1.0%
Q2 2025+1.4%+1.7%-19.7%
Q1 2025+2.3%+3.2%+20.3%
Q4 2024+0.3%+2.8%-1.4%
Q3 2024+1.2%+6.4%+24.3%
Q2 2024+2.8%+4.9%+0.9%
Q1 2024+2.4%+1.0%+2.5%
Q4 2023-1.9%+1.6%+0.7%
Q3 2023+1.3%-9.8%+5.9%
Q2 2023+5.6%+14.2%+9.3%
Q1 2023+3.7%+3.6%-5.2%
Q4 2022+0.9%-3.3%+4.8%
Q3 2022+0.2%-8.7%-8.5%
Q2 2022+3.6%+6.4%+20.2%
Q1 2022+0.2%-3.4%-10.8%
Q4 2021-2.3%-7.8%-12.6%
Q3 2021+1.3%+3.9%+4.9%
Q2 2021+4.1%+5.9%+9.2%
Q1 2021-0.7%-4.0%-2.2%
Q4 2020+0.5%+4.6%+12.0%
Q3 2020+2.2%+14.3%+36.9%
Q2 2020+6.1%+8.2%+5.7%
Q1 2020-1.2%-9.1%-5.4%
Q4 2019-2.1%-4.3%+0.1%
Q3 2019+1.0%+3.7%+6.9%
Q2 2019-0.4%+4.8%-5.9%
Q1 2019-2.3%-1.7%-2.2%
Q4 2018+0.4%+5.6%+9.3%
Q3 2018-1.3%-3.0%-3.7%
Q2 2018-0.6%+3.9%+6.9%
Q1 2018-0.2%-0.4%+3.5%
Q4 2017-1.0%-6.6%-6.5%
Q3 2017-1.7%+1.7%-2.0%
Q2 2017+0.4%+2.2%-5.3%
Q1 2017+1.9%+5.7%-1.5%
Q4 2016-4.0%-6.9%+4.5%
Q3 2016+0.6%-3.7%+16.3%
Q2 2016-0.0%-0.4%+2.2%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q1 2010
Q4 2012
Q3 2012
Q2 2012
Q1 2011
Q1 2012
Q4 2011
Q4 2010
Q4 2009
Q3 2010
Q3 2011
Q2 2010
Q2 2011

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