Strategically Positioning Truist Insurance Holdings for Long-Term Success slide image

Strategically Positioning Truist Insurance Holdings for Long-Term Success

Illustrative pro forma financial impacts. Cash and securities 150,935 1,538 Common equity 53,841 1,340 Noncontrolling interest 23 54 Illustrative Financial Statement Impact Illustrative Net Transaction Capital & Cash Truist ($ MM) ($ MM) Balance Sheet Minority Stake Sale Reinvestment of Proceeds¹ Pro Forma Current Stake sale proceeds Taxes due DTL created Noncontrolling interest created Estimated transaction expenses Net common equity created 152,473 55,181 77 Capital CET1 ratio (%) 9.0 TBV per share ($) 18.04 9.3 19.07 Net cash proceeds (after-tax) Adjusted Earnings Impact - 20222 Pre-tax pre-provision revenue 10,107 Pre-tax income 8,747 Tax expense 1,764 (24) Net income 6,983 24 2247 62 10,169 62 8,809 15 1,755 7,054 Noncontrolling interest 7 70 77 attribution Preferred dividends 333 333 Net income to common 6,643 (46)³ 47 6,644 Earnings per share ($) 4.96 4.96 1 Assumes reinvestment of cash proceeds at 4.00% 2 Pro forma financial impacts for earnings items shown relative to 2022 adjusted financials for illustrative purposes and 12/31/2022 for balance sheet. Transaction includes insurance brokerage business and excludes premium finance; all metrics as of FY 2022. Represents adjusted financials excluding merger-related and restructuring charges and other selected items. Adjusted metrics are non-GAAP measures. Truist's management believes these measures provide a greater understanding of ongoing operations and enhances comparability of results with prior periods. Reconciliations to GAAP can be found in appendix of this presentation or the 4Q22 earnings presentation. 3 Represents impact of ~20% of TIH partnership net income (net of preferred dividend payment to Truist) 1,950 (387) (143) (54) (25) 1,340 1,538 TRUIST HH 14
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