First Merchants Results Presentation Deck slide image

First Merchants Results Presentation Deck

Nonperforming Assets Nonperforming Assets Roll Forward ($M) 1. Beginning Balance NPAs +90PD Non-Accrual 2. Add: New Non-Accruals 3. Less: To Accrual or Payoff 4. Less: To OREO 5. Less: Charge-offs 6. Non-Accrual Loans Change Other Real Estate Owned (ORE) 7. Add: New ORE Properties 8. Less: ORE Sold 9. Less: ORE Losses (write-downs) 10. ORE Change 11. 90PD Change 12. Renegotiated Loans Change 13. NPAS +90PD Change 14. Ending Balance NPAS + 90PD 1Q23 2Q23 3Q23 4Q23 2023 $50.7 $61.4 $77.3 $59.7 $50.7 15.4 33.2 7.5 10.3 66.4 (8.6) (8.3) (2.5) (6.1) (25.5) (0.2) (1.4) (1.6) (1.1) (2.3) (20.9) (3.7)| (28.0) 4.3 22.6 (16.1) 0.5 11.3 1.4 0.2 (0.1) (0.1) (1.4) 1.3 (0.6) (1.1) (0.1) (1.2) (1.7) (6.6) (0.3) 0.1 0.0 1.6 (2.2) (1.1) (1.7) First Merchants Corporation Helping you prosper 5.3 (0.2) 10.7 15.9 (17.6) (1.1) $61.4 $77.3 $59.7 $58.6 $58.6 (1.5) (0.2) 7.9 Highlights 4Q23 Nonperforming Asset Migration: ■ Improvement for the quarter with $1.1 million reduction in NPAs and 90 day past due overall Largest new nonaccrual only $0.7 million • $0.6 million reduction in ORE from property sales ● 2023 YTD Nonperforming Asset Migration: ▪ Stable migration Consistent portfolio performance 22
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