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Jun 30

Nicolet Bankshares Q2 2025 Earnings Report

Nicolet Bankshares reported record net income in Q2 2025 driven by strong loan growth and improved net interest margin.

Key Takeaways

The company delivered record quarterly net income, supported by solid loan and core deposit growth, improved net interest margin, and seasonal mortgage revenue gains.

Record net income of $36M for Q2 2025

Net interest margin rose to 3.72%

Core deposits grew by $68M in the quarter

Repurchased 257,402 shares for $30M

Total Revenue
$118M
Previous year: $65.3M
+80.0%
EPS
$2.35
Previous year: $1.88
+25.0%
Net interest margin
3.72%
Previous year: 3.42%
+8.8%
Efficiency ratio
51.79%
Previous year: 55.24%
-6.2%
Effective tax rate
19.52%
Previous year: 20.34%
-4.0%
Cash and Equivalents
$423M
Previous year: $409M
+3.5%
Total Assets
$8.93B
Previous year: $8.56B
+4.4%

Nicolet Bankshares

Nicolet Bankshares

Nicolet Bankshares Revenue by Segment

Forward Guidance

Management expressed confidence in sustaining momentum, citing healthy loan growth, stable rates, and strong profitability metrics likely to remain in the top decile of community banks.

Positive Outlook

  • Healthy loan growth expected to continue
  • Core deposits showing solid momentum
  • Net interest margin growth supported by stable rates
  • Mortgage revenues benefiting from housing demand in the upper Midwest
  • Strong profitability metrics positioning in top decile of community banks

Challenges Ahead

  • Market conditions remain volatile
  • Dependence on stable interest rate environment
  • Slight decline in total deposits due to brokered deposit reduction
  • Lower cash balances impacting total assets
  • Potential pressure from increasing incentive-based personnel expenses