2nd Quarter 2021 Investor Presentation slide image

2nd Quarter 2021 Investor Presentation

Q221 Financial Highlights Summary Income Statement % Change vs (2) CORE % Change $ in millions Interest income Q221 Q121 Q220 Q121 Q220 Q221 Q121 $167.0 $169.4 $191.7 (1) % (13) % $ 167.0 (1)% Interest expense 20.4 22.8 28.0 (10) (27) 20.4 (10) Net interest income 146.5 146.7 163.7 (10) 146.5 (1) (2) Noninterest income 47.9 50.3 48.8 (5) (2) 47.5 6 Noninterest expense (1) (2) 115.5 113.8 116.2 1 (1) 114.3 1 Operating income 79.0 83.2 96.3 (5) (18) 79.7 1 Provision for (recapture of) credit losses (13.0) 1.4 21.9 NM NM (13.0) NM Provision for income taxes (2) 17.0 14.4 15.6 18 9 17.2 31 31 (2) Net income $74.9 $67.4 $58.8 11 % 27 % $75.4 18 % (2) Diluted earnings per share $0.69 $0.62 $0.54 11 28 $0.69 17 Key Performance Ratios % Change vs Q221 Q121 Q220 Q121 Q220 CORE (2) Q221 Return on average assets (ROA) 1.29 % 1.20 % 1.08 % 1.30 % Return on average common equity (ROCE) 10.08 9.20 8.21 10.15 Efficiency ratio (2) Book value per share Return on average tangible common equity (ROTCE) Net interest margin (FTE) Tangible book value per share (2) 17.25 15.85 14.55 17.36 56.93 57.43 51.13 56.93 2.89 2.99 3.42 2.78 (2) $28.03 17.16 $27.04 $26.64 16.13 15.79 46 4 % 59 5 % $ NM - not meaningful FTE = Fully Taxable Equivalent (1) During Q221, certain debit and credit card transaction fees were reclassified from noninterest expense to noninterest income under the caption debit and credit card fees. Prior periods have been adjusted to reflect this reclassification. (2) Non-GAAP measures that management believes aids in the discussion of results. See Appendix for Non-GAAP reconciliation. 7
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