First Merchants Results Presentation Deck slide image

First Merchants Results Presentation Deck

Year-to-Date Financial Results ($M except per share data) Balance Sheet & Asset Quality 1. Total Assets 2. Total Loans 3. Investments 4. Deposits 5. Total Equity 6. TCE Ratio 7. Total RBC Ratio 8. ALLL/ Loans 9. NCOS / Avg Loans 10. NPAS +90PD / Assets Summary Income Statement 11. Net Interest Income 12. Provision for Loan Losses 13. Noninterest Income 14. Noninterest Expense 15. Pre-tax Income 16. Provision for Taxes 17. Net Income 18. Preferred Stock Dividends 19. Net Income Available to Common Stockholders 20. ROAA 21. ROAE 22. ROTCE 23. Net Interest Margin 24. Efficiency Ratio Per Share 25. Earnings per Diluted Share 26. Tangible Book Value per Share 27. Dividend per Share 28. Dividend Payout Ratio 2021 For the Year Ended December 31, $15,453.1 9,253.0 4,524.4 12,732.6 1,912.6 9.01% 13.92 2.11 0.10 0.29 $410.7 0.0 109.3 279.2 240.8 35.3 205.5 0.0 205.5 1.39% 11.01 16.17 3.18 50.94 $3.81 25.21 1.13 29.7% 2022 First Merchants Corporation Helping you prosper $17,938.3 12,013.0 4,263.8 14,382.7 2,034.8 7.34% 13.08 1.86 0.02 0.28 $520.2 16.8 107.9 355.7 255.7 33.6 222.1 1.4 220.7 1.29% 11.19 18.12 3.41 53.20 $3.81 21.45 1.25 32.8% 2023 $18,309.5 12,505.0 3,811.4 14,821.5 2,247.7 8.44% 13.67% 1.64 0.21 0.32 $545.4 3.5 105.6 388.3 259.2 35.4 223.8 1.9 221.9 1.23% 10.43 16.76 3.35 55.17 $3.73 25.06 1.34 35.9% Variance YOY $371.2 492.0 (452.4) 438.7 212.9 1.10% 0.59 -0.22 0.19 0.04 $25.2 (13.3) (2.3) 32.6 3.5 1.8 1.7 0.5 1.2 -0.06% -0.76 -1.36 -0.06 1.97 ($0.08) 3.61 0.09 3.1% % Variance YOY 2.1% 4.1% -10.6% 3.1% 10.5% 4.8% ■ 0.6% ■ ■ -2.2% 9.2% 1.4% 5.4% 0.8% ■ ■ Year-to-Date Highlights 55.17% Efficiency Ratio, 53.31% excluding non-core expenses¹ Net interest income, increased $25.2 million or 4.8% over prior year Pre-Tax, Pre-Provision (PTPP) Earnings totaled $275.4 million PTPP ROA was 1.51% and PTPP ROE was 12.95%¹ TCE Ratio increased 1.10% to 8.44% over prior year Tangible Book Value per share totaled $25.06, an increase of $3.61 over prior year ¹See "Non-GAAP Financial Information" for reconciliation 9
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