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Mar 31

Glacier Q1 2025 Earnings Report

Glacier Bancorp reported solid Q1 2025 results with improving margins and continued loan portfolio growth.

Key Takeaways

Glacier Bancorp delivered $54.6M in net income and improved its net interest margin for the fifth consecutive quarter, supported by higher loan yields and lower deposit costs. The company also announced a new acquisition scheduled to close at the end of April.

Net income reached $54.6 million, up 67% year-over-year.

Net interest margin expanded to 3.04%, continuing a positive trend.

EPS came in at $0.48, showing strong earnings performance.

Announced acquisition of Bank of Idaho Holding Co., expected to close April 30.

Total Revenue
$223M
Previous year: $166M
+33.7%
EPS
$0.48
Previous year: $0.29
+65.5%
Net Interest Margin
3.04%
Previous year: 2.59%
+17.4%
Efficiency Ratio
65.49%
Previous year: 74.41%
-12.0%
Loan to Deposit Ratio
83.64%
Previous year: 82.04%
+2.0%
Cash and Equivalents
$981M
Previous year: $789M
+24.4%
Total Assets
$27.9B
Previous year: $27.8B
+0.1%

Glacier

Glacier

Glacier Revenue by Segment

Glacier Revenue by Geographic Location

Forward Guidance

Management remains cautiously optimistic, emphasizing strong fundamentals while acknowledging economic uncertainties.

Positive Outlook

  • Loan yields continued to improve.
  • Deposit costs decreased from the prior quarter.
  • Net interest margin expanded for the fifth consecutive quarter.
  • Solid performance in gain on sale of loans and other income sources.
  • Strong cash position with nearly $1 billion in liquidity.

Challenges Ahead

  • Non-performing assets rose primarily due to a single credit relationship.
  • Early-stage delinquencies increased compared to the prior quarter.
  • Interest income slightly declined due to fewer days in the quarter.
  • Efficiency ratio worsened due to rising compensation expenses.
  • Regulatory and economic uncertainties remain a concern.