•
Dec 31, 2023

FNB Q4 2023 Earnings Report

Reported earnings for the fourth quarter of 2023 and executed balance sheet optimization strategy.

Key Takeaways

F.N.B. Corporation reported Q4 2023 earnings with a net income available to common stockholders of $48.7 million, or $0.13 per diluted common share. On an operating basis, Q4 2023 earnings per diluted common share (non-GAAP) was $0.38, excluding $114.0 million (pre-tax) of significant items impacting earnings. The company completed the sale of approximately $650 million of available-for-sale investment securities and transferred $355 million of indirect auto loans to held-for-sale as part of its balance sheet management strategy.

Total loans and leases increased by $2.1 billion, or 6.8%.

Net interest income totaled $324.0 million, a slight decrease of $2.6 million, or 0.8%, from the prior quarter.

The ratio of non-performing loans and other real estate owned (OREO) to total loans and OREO decreased 5 basis points to 0.34%.

Tangible book value per common share (non-GAAP) of $9.47 increased $1.20, or 14.5%, compared to December 31, 2022, and $0.45, or 5.0%, compared to September 30, 2023.

Total Revenue
$337M
Previous year: $416M
-18.9%
EPS
$0.38
Previous year: $0.44
-13.6%
Efficiency Ratio
52.5%
Previous year: 45.8%
+14.6%
TCE to Tangible Assets
7.79%
Cash and Equivalents
$1.58B
Previous year: $1.67B
-5.9%
Free Cash Flow
-$37M
Previous year: $160M
-123.1%
Total Assets
$46.2B
Previous year: $43.7B
+5.6%

FNB

FNB

FNB Revenue by Segment

Forward Guidance

The balance sheet actions are expected to generate additional net interest income and margin, modestly increase the tangible common equity to tangible asset ratio and improve capital generation as we enter 2024.

Positive Outlook

  • Enhance future profitability
  • Improve capital positioning
  • Generate additional net interest income
  • Increase tangible common equity to tangible asset ratio
  • Improve capital generation