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Mar 31

BancFirst Q1 2025 Earnings Report

BancFirst reported increased earnings and net interest income in Q1 2025.

Key Takeaways

BancFirst delivered strong results in Q1 2025, with net income rising to $56.1M and EPS at $1.67. Revenue and loan growth drove improved performance, while credit quality remained stable.

Net income reached $56.1 million, up from $50.3 million in Q1 2024.

Net interest income increased to $115.9 million due to higher loan volume and asset growth.

Noninterest income rose to $49.0 million with gains across trust, treasury, sweep fees, and insurance commissions.

Allowance for credit losses remained unchanged at 1.24% of total loans, signaling stable credit quality.

Total Revenue
$116M
Previous year: $151M
-23.2%
EPS
$1.67
Previous year: $1.5
+11.3%
Net Interest Margin
3.7%
Previous year: 3.7%
+0.0%
Efficiency Ratio
55.92%
Total Loans
$8.1B
Previous year: $7.79B
+4.1%
Total Assets
$14B
Previous year: $12.6B
+11.4%

BancFirst

BancFirst

BancFirst Revenue by Segment

Forward Guidance

Management expressed caution amid market volatility and signaled stable reserves due to potential economic slowdown.

Positive Outlook

  • Strong net interest income growth driven by loan volume.
  • Stable net interest margin at 3.70%.
  • Decrease in provision for credit losses to $1.6 million.
  • Improved noninterest income across multiple streams.
  • Continued growth in deposits and total assets.

Challenges Ahead

  • Volatility in bond and equity markets poses risks.
  • Expense increase from Volcker Rule-driven asset disposal.
  • Cautious outlook due to potential economic slowdown.
  • No increase in allowance ratio despite economic concerns.
  • Increase in noninterest expenses from compensation and regulatory compliance.