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Mar 31, 2024

Citizens Q1 2024 Earnings Report

Citizens Financial Group reported a solid first quarter, featuring a recovery in capital markets fees and stable net interest margin.

Key Takeaways

Citizens Financial Group reported a solid first quarter with underlying EPS of $0.79 and ROTCE of 10.6%. The company saw a recovery in capital markets fees, stable NIM, and further improvement in its loan-to-deposit ratio. Expenses were managed tightly, and the company maintained a strong capital and credit reserve position.

Underlying EPS was $0.79 and ROTCE was 10.6%.

Underlying PPNR was $683 million, with NII down 3% QoQ and NIM stable at 2.91%.

Fees were up 3% QoQ, driven by higher Capital Markets and Card fees.

The CET1 ratio remained strong at 10.6%.

Total Revenue
$1.96B
Previous year: $2.13B
-7.9%
EPS
$0.79
Previous year: $1.1
-28.2%
Efficiency Ratio
69.3%
Previous year: 60.9%
+13.8%
Net Interest Margin
2.91%
Previous year: 3.3%
-11.8%
Loan-to-Deposit Ratio
81.2%
Total Assets
$220B
Previous year: $222B
-0.9%

Citizens

Citizens

Forward Guidance

Citizens remains comfortable with its full year guidance and is excited by its medium-term prospects.

Positive Outlook

  • Strong capital position
  • Solid credit reserve
  • Execution on key strategic initiatives
  • Growth in the Private Bank
  • Expansion in NYC Metro

Challenges Ahead

  • Potential negative economic conditions
  • Changes in interest rates
  • Financial services reform
  • Geopolitical instability
  • Cybersecurity risks