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. Non-interest Income 14. Non-interest 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 For the Six Months Ended June 30, 2021 $14,923.1 9,139.8 4,148.3 12,203.4 1,871.8 9.04% 14.23 2.19 0.11 0.40 $204.7 0.0 55.0 135.4 124.3 19.3 105.0 0.0 105.0 1.45% 11.40 16.82 3.23 49.54 $1.94 24.15 0.55 28.4% 2022 First Merchants Corporation Helping you prosper $17,780.5 11,406.5 4,630.0 14,570.9 1,977.6 7.04% 12.73 1.98 -0.01 0.30 $230.9 16.8 54.2 169.6 98.7 11.1 87.6 0.5 87.1 1.05% 8.90 13.98 3.16 55.90 $1.54 20.45 0.61 39.6% 2023 $17,968.4 12,297.5 3,891.5 14,581.2 2,145.6 7.99% 13.48% 1.80 0.03 0.34 $282.0 0.0 51.3 186.3 147.0 22.0 125.0 1.0 124.0 1.38% 11.74 18.91 3.48 51.96 $2.09 23.34 0.66 31.6% Variance % Variance YOY YOY $187.9 891.0 (738.5) 10.3 168.0 0.95% 0.75 -0.18 0.04 0.04 $51.1 (16.8) (2.9) 16.7 48.3 10.9 37.4 0.5 36.9 0.33% 2.84 4.93 0.32 -3.94 $0.55 2.89 0.05 -8.0% 1.1% 7.8% -16.0% 0.1% 8.5% 22.1% -5.4% 9.8% 48.9% 98.2% 42.7% 42.4% ■ ■ ■ ■ Year-to-Date Highlights 51.96% Efficiency Ratio Net interest income, increased $51.1 million due to the addition of Level One in 2Q22 Pre-Tax, Pre-Provision (PTPP) Earnings totaled $147.0 million PTPP ROA was 1.62% and PTPP ROE was 13.92%¹ TCE Ratio increased 0.95% to 7.99% over prior year Tangible Book Value per share totaled $23.34, an increase of $2.89 over prior year ¹See "Non-GAAP Financial Information" for reconciliation 9
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