FRME

First Merchants Corp (FRME) Q1 2026 Earnings Call Highlights: Strong Financial Performance Amid ...

Published: Apr 24, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • First Merchants Corp. (NASDAQ: FRME) reported strong earnings growth, strong ROA of 1.25% and an adjusted return on tangible common equity exceeding 14%, driven by the acquisition of First Savings Bank, with net interest income rising $12.2 million linked quarter and pre-tax pre-provision earnings rising $78.7 million year-over-year.
  • However, tangible book value per share declined 2.8% linked quarter, with a $29.8 million mark-to-market charge incurred due to strategic repositioning of mortgage loans, and loan portfolio yield declined 23 basis points to 6.09% due to lower day count and repricing due to previous Fed rate cuts.
  • The allowance for credit losses increased by $22.3 million due to the First Savings acquisition, and net charge-offs of $10.3 billion were recorded in the quarter, while non-interest expenses rose $125.1 million, including $17 million in acquisition-related costs.
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Growth Stock Metric Rating
FRME Rating
28.5
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 1.0% 25% 20.0 ptsMinimal (1.0%) - Very weak
EPS Growth Next 5Y ? 0.0% 25% 10.0 ptsVery Weak (0.0%) - Minimal expectations
Target Price Upside ? 17.9% 20% 60.0 ptsModerate Upside (17.9%) - Target: $46.80 vs Current: $39.70
Gross Margin % ? 15% 40.0 ptsNo Gross Margin Data
Drawdown from 52-Wk High ? -8.1% 15% 20.0 ptsBarely a Dip (-8.1%) - Near recent highs
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About FRME

Financial Services Banks - Regional 2,086 employees Muncie, IN, United States
  • First Merchants Corporation operates as the financial holding company for First Merchants Bank that provides commercial and consumer banking services.
  • The company offers a range of financial services, including checking, savings, and deposit products; debit and credit cards; mortgages, refinance, construction or renovation of residential properties, agricultural lending, treasury management services and depository products.
  • It also provides personal and commercial wealth management services, brokerage, investment management, private banking, fiduciary estate, and financial planning services.
  • The company operates banking locations in Indiana, Ohio, and Michigan counties.
  • It offers its services through electronic and mobile delivery channels.
  • First Merchants Corporation was founded in 1893 and is headquartered in Muncie, Indiana.
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