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Jun 30, 2024

BancFirst Q2 2024 Earnings Report

Reported net income of $50.6 million for the second quarter of 2024.

Key Takeaways

BancFirst Corporation reported a net income of $50.6 million, or $1.51 per diluted share, for the second quarter of 2024. Net interest income increased to $109.9 million, driven by loan volume, while noninterest income decreased to $43.9 million, primarily due to reduced interchange fees. Total assets reached $12.7 billion, with loans growing to $8.1 billion and deposits totaling $11.0 billion.

Net income for Q2 2024 was $50.6 million, or $1.51 per diluted share, compared to $55.0 million, or $1.64 per diluted share, for the same period in 2023.

Net interest income increased to $109.9 million from $105.9 million in Q2 2023, driven by loan volume.

Noninterest income decreased to $43.9 million due to a $5.7 million reduction in interchange fees.

Total assets grew to $12.7 billion, with loans reaching $8.1 billion and deposits totaling $11.0 billion.

Total Revenue
$154M
Previous year: $154M
+-0.0%
EPS
$1.51
Previous year: $1.64
-7.9%
Net Interest Margin
3.76%
Previous year: 3.87%
-2.8%
Efficiency Ratio
55.46%
Allowance to Loans
1.24%
Cash and Equivalents
$194M
Previous year: $221M
-12.1%
Free Cash Flow
$94.1M
Previous year: $54.6M
+72.3%
Total Assets
$12.7B
Previous year: $12B
+6.0%

BancFirst

BancFirst

Forward Guidance

The company anticipates potential Federal Reserve rate cuts before year-end due to recent inflation and unemployment data. However, the outlook on credit remains uncertain.

Positive Outlook

  • Strong loan growth contributed to a good quarter.
  • Total deposits returned to pre-March 2023 banking crisis levels.
  • Recent inflation data supports potential Federal Reserve rate cuts.
  • Unemployment data supports potential Federal Reserve rate cuts.
  • Company's allowance for credit losses as a percentage of total loans remained relatively unchanged from the first quarter.

Challenges Ahead

  • The mix of deposits has changed as noninterest-bearing deposits have migrated to higher yielding account options.
  • The ultimate outlook on credit remains uncertain.
  • Noninterest income decreased primarily due to reduced interchange fees.
  • Noninterest expense increased primarily related to growth in salaries and employee benefits.
  • Net charge-offs increased compared to the second quarter of 2023.