Jun 30, 2021

Wintrust Q2 2021 Earnings Report

Reported net income of $105.1 million, reflecting a decrease compared to the previous quarter but a substantial increase compared to the same quarter last year. The company experienced loan growth excluding PPP loans, increased net interest income, and a decline in mortgage banking revenue.

Key Takeaways

Wintrust Financial Corporation reported a net income of $105.1 million for Q2 2021, a decrease from $153.1 million in the previous quarter but a significant increase from $21.7 million in Q2 2020. Total assets increased to $46.7 billion. Loan growth excluding PPP loans was strong, and net interest income increased, while mortgage banking revenue decreased.

Total loans, excluding PPP loans, increased by $1.2 billion, or 15% annualized.

PPP loans declined by $1.4 billion due to forgiveness payments.

Total deposits increased by $932 million, including a $499 million increase in non-interest bearing deposits.

Net interest income increased by $17.7 million due to earning asset growth and PPP loan fee accretion.

Total Revenue
$409M
Previous year: $425M
-3.8%
EPS
$1.7
Previous year: $0.34
+400.0%
Net Interest Margin
2.62%
Previous year: 2.73%
-4.0%
Net Overhead Ratio
1.32%
Previous year: 0.93%
+41.9%
Return on Average Assets
0.92%
Gross Profit
$404M
Previous year: $424M
-4.8%
Cash and Equivalents
$435M
Previous year: $345M
+26.1%
Free Cash Flow
$424M
Previous year: -$6.6M
-6524.2%
Total Assets
$46.7B
Previous year: $43.5B
+7.3%

Wintrust

Wintrust

Wintrust Revenue by Segment

Forward Guidance

Wintrust expects to leverage its diversified loan portfolio for loan growth and net interest income expansion. The company is focused on deploying excess liquidity into earning assets and is evaluating acquisition opportunities, while managing operating expenses for enhanced profitability.

Positive Outlook

  • Leverage differentiated, diversified loan portfolio to outperform peers in loan growth.
  • Expand net interest income by focusing on loan growth.
  • Prudently deploy excess liquidity into earning assets, including core and niche loans and investment securities.
  • Opportunistically evaluate the acquisition market for banks and business lines of various sizes.
  • Evaluate operating expense base on an ongoing basis to enhance future profitability.

Challenges Ahead

  • Lower gain on sale margins impacted production margin in the second quarter of 2021.
  • Mortgage originations pipeline declined.
  • Mortgage servicing rights decreased in value related to changes in fair value model assumptions.
  • Decline in long-term interest rates limited investment portfolio growth due to lack of adequate market returns.
  • The contractual period covering contingent consideration ends in January 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income