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- South Plains Financial ( SPFI ) Q3 2026 Earnings Call Transcript
South Plains Financial (SPFI) reported third-quarter 2026 net income of $20.8 million, up from $19.0 million in the prior quarter, with diluted EPS of $1.06. Loans held for investment reached $3.83 billion, growing 6.3% annualized on an organic basis, while the net interest margin held steady at 4.0%. Nonperforming loans rose to 0.40% of total loans from 0.25%, mainly due to loans acquired with Bank of Houston, whose integration is now largely complete. CEO Curtis C. Griffith is scheduled to retire at year-end, with President Cory T. Newsom assuming the CEO role. The bank also announced its 30th consecutive quarterly dividend.
- Heritage Financial ( HFWA ) Q3 2026 Earnings Call Transcript
Heritage Financial (HFWA) reported Q3 net income of $18.7 million, or $0.46 per diluted share, up from $17.5 million, or $0.42, last quarter; adjusted diluted EPS was $0.55 after excluding $5.2 million in merger-related expenses. Net interest income rose 3.3% to $77.3 million, and net interest margin widened to 4.05% from 3.99%. Nonaccrual loans climbed $16.6 million to $32.1 million, mainly due to one $11.8 million transportation-sector relationship, while criticized loans reached 4.2% of total loans. Management guided to fourth-quarter operating expenses of $55 million to $56 million after the Kitsap Bank systems conversion, and the Board authorized a new 5% share repurchase program after the company bought back 341,000 shares for $10.2 million. The tangible common equity ratio declined to 9.3% from 9.7% due to higher unrealized losses on the investment portfolio.
- BOK Financial ( BOKF ) Q3 2026 Earnings Call Transcript
BOK Financial reported third-quarter 2026 net income of $159.9 million, or $2.64 per diluted share, as loan growth and a rising core margin offset pressure in rate-sensitive fee businesses. Total loans reached $27.7 billion, up 2.4% from the prior quarter and 11.5% year over year, led by energy and commercial real estate, while the net interest margin rose 9 basis points to 3%. Trading revenue fell to $15 million from $25 million as the 10-year Treasury yield rose nearly 80 basis points, though transaction card revenue hit a quarterly record of $32.2 million. For 2026, management guided net interest income to $1.43 billion to $1.44 billion and loan growth above 10%, while noting that higher rates and competitive pricing are headwinds.
- Regions Financial ( RF ) Q3 2026 Earnings Call Transcript
Regions Financial reported third-quarter net income of $611 million ($0.71 per diluted share), up 11% year over year; excluding $15 million in securities repositioning losses, adjusted net income was $622 million. Net interest income rose 2% from the prior quarter to $1.3 billion, with a net interest margin of 3.68%; average loans grew 0.5% while average deposits fell 1.2%. Annualized net charge-offs declined to 29 basis points of average loans. Management expects Q4 net interest margin of approximately 3.70% and net interest income growth of 1% to 2%, assuming a federal funds rate hike in December. CEO John Turner Jr. said new activity in the investor real estate portfolio is slowing and noted some weakness in Texas multifamily due to softer absorption rates.
- Citizens Financial Group, Inc. Q3 2026 Earnings Call Summary
- The PNC Financial Services Group, Inc. Q3 2026 Earnings Call Summary
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