First Merchants Results Presentation Deck slide image

First Merchants Results Presentation Deck

Non-Performing Assets Non-Performing 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 2Q22 3Q22 4Q22 1Q23 2Q23 $51.2 $53.3 $50.9 $50.7 $61.4 13.1 9.0 (8.9) (10.7) (4.8) (8.6) 0.5 0.1 (1.4) (1.4) 0.1 (0.9) (3.8) (2.5) (1.2) 4.3 (1.1) 3.3 0.5 (0.2) (0.1) 0.2 7.3 15.4 33.2 (8.3) 0.1 0.1 1.4 (0.1) (0.1) (0.1) 0.1 1. 1.0 1.3 First Merchants Corporation Helping you prosper (2.3) 22.6 (1.5) 5.3 0.1 (0.2) 2.1 (2.4) (0.2) 10.7 15.9 $53.3 $50.9 $50.7 $61.4 $77.3 (0.1) (0.1) (6.6) -- Non-Accrual Migration: ▪ Top three non-accrual commercial relationships total $34.6 million ● Specialty Finance • Senior Living Highlights ● Material Handling ■ $8.3 million paid off or returned to accrual Largest $3.6 million CRE payoff ● ▪ 90 days PD reduced $6.6 million 22
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