Press Release

Independent Bank Corp. Reports Second Quarter Net Income of $8.0 Million

7/22/2010 4:04 PM ET

Solid Commercial Loan and Core Deposit Growth Drive Performance

Significant Reduction in Nonperforming Assets

ROCKLAND, Mass.--(BUSINESS WIRE)-- Independent Bank Corp., (NASDAQ: INDB), parent of Rockland Trust Company, today announced net income of $8.0 million for the second quarter of 2010 compared to $9.2 million recorded in the first quarter of 2010. On a diluted earnings per share basis, the Company reported earnings of $0.38 for the quarter as compared to $0.44 for the previous quarter.

Christopher Oddleifson, President and Chief Executive Officer, stated, “Our second quarter performance was solid, fueled in large part by growth in priority loan portfolios, including commercial and industrial and home equity, as well as very strong core deposit growth. These are major areas of focus for Rockland Trust as they help build long-term customer relationships. While the timing of charge-offs caused higher loss provisioning in the period, we significantly reduced our nonperforming assets this quarter. The Rockland Trust franchise is in excellent shape and we are well positioned for continued growth.”

BALANCE SHEET

Total assets increased by $193.8 million, or 4.3%, to $4.7 billion at June 30, 2010 as compared to March 31, 2010.

Total loans were $3.4 billion at June 30, 2010, an increase of $17.1 million, from the prior quarter. The Company continued to generate solid growth in the commercial and industrial portfolio which increased by 10.2% in the second quarter, mainly due to taking advantage of opportunities brought about by market disruption. The Company has a strong pipeline in the commercial real estate category but overall outstanding loans were flat due to loan payoffs and targeted exposure reduction. The home equity portfolio continued to grow, rising 3.0% in the second quarter. Residential real estate loans continued to decline modestly as individual loans refinance into longer term, fixed rate loans, which are not commonly held in portfolio by the Company.

Total deposits increased by $206.0 million, or 5.9%, during the quarter ending June 30, 2010, as a result of strong growth in commercial deposits and management’s strategy to grow the municipal banking business which is meeting with much success. Time deposits decreased by $38.8 million due to the Company’s strategy to focus on lower-cost core deposits, which grew by $244.8 million, or 9.4%, in the second quarter and have now risen to 77.6% of total deposits at June 30, 2010. Total cost of deposits declined to 0.62% for the current quarter, down 10 basis points from the prior quarter.

Securities are up $21.6 million to $593.6 from the prior quarter. The Company purchased $66.7 million of securities, primarily floating rate agency mortgage-backed securities, offset by the sale of $19.8 million in fixed rate securities during the quarter.

Stockholders’ equity at June 30, 2010 totaled $422.1 million as compared to $418.2 million at March 31, 2010. The Tier 1 leverage capital ratio at June 30, 2010 was 7.8%, maintaining the Company’s well-capitalized position.

NET INTEREST INCOME

The net interest margin in the second quarter of 2010 declined to 3.96%, compared to the linked quarter period of 4.08%. The lower margin was attributable to the reinvestment of excess cash into highly-liquid short term earning assets during the quarter. The Company’s cash position is a direct result of the sharp increase in deposits and provides added flexibility to fund future loan growth.

NON-INTEREST INCOME

The Company recorded non-interest income of $10.9 million during the second quarter of 2010 which represents a slight increase from the prior quarter. The change in non-interest income is composed of the following:

  • Service charges on deposit accounts increased by $294,000, or 7.0%.
  • Wealth management revenue increased by $461,000, mainly due to increases in seasonal revenue associated with tax preparation and estate fees. Assets under management in the wealth management division were $1.3 billion at June 30, 2010.
  • Mortgage banking income decreased by $378,000, largely due to increased amortization of the mortgage servicing asset and changes in the fair value of rate locked pipeline loans and forward sales commitments. The balance of the mortgage servicing asset was $2.1 million and represented 67 basis points of the servicing portfolio.
  • The Company recorded a gain on the sale of fixed rate securities of $481,000.
  • Other non-interest income decreased by $74,000 or 4.8%.

NON-INTEREST EXPENSE

The Company recorded non-interest expense of $34.9 million in the second quarter of 2010, an increase of $1.3 million, or 4.0%, when compared to the quarter ended March 31, 2010. Significant changes of non-interest expense include the following:

  • The change in fair value of an interest rate swap that was previously hedging borrowings decreased by $315,000, as compared to the prior quarter. The Company terminated the interest rate swap during the second quarter as a result of management’s decision to pay down the underlying borrowings.
  • Other non-interest expense increased by $1.3 million, or 15.4%, which is primarily attributable to the timing of advertising expenses of $348,000, shareholder relations expense of $151,000, and exam and audit fees of $108,000, as well as increases in legal fees of $249,000 associated with loan work-outs, and consultant fees of $169,000.

The Company reported a return on average assets and a return on average common equity in the second quarter of 2010 of 0.70% and 7.60%, respectively, as compared to 0.84% and 8.95% for the quarter ended March 31, 2010.

ASSET QUALITY

The allowance for loan losses was maintained at $45.3 million at June 30, 2010 consistent with the prior quarter. Nonperforming loans decreased significantly to $23.7 million or 0.69% of total loans at June 30, 2010, from $41.8 million, or 1.23% of total loans at March 31, 2010. As a result, the allowance for loan losses as a percentage of nonperforming loans improved from 108.22% in the prior quarter to 191.28% in the second quarter. Delinquency levels have also shown significant improvement with delinquencies as a percent of loans at 1.32% at June 30, 2010 compared to 1.82% at March 31, 2010. The Company’s allowance for loan losses as a percentage of total loans remains consistent at 1.32%.

Net charge-offs increased to $6.9 million, or 0.81% on an annualized basis of average loans for the second quarter compared to $1.7 million or 0.21% for the quarter ending March 31, 2010. Second quarter net charge-offs included a write down taken on the sale of a nonperforming loan subsequent to the end of the quarter. The provision for loan losses was $6.9 million and $4.7 million for the quarters ended June 30, 2010 and March 31, 2010, respectively, an increase of $2.2 million.

Christopher Oddleifson and Denis K. Sheahan, Chief Financial Officer, of Independent Bank Corp. and Rockland Trust Company, will host a conference call to discuss second quarter earnings at 10:00 a.m. Eastern Time on Friday, July 23, 2010. Internet access to the call is available on the Company’s website at www.RocklandTrust.com or by telephonic access by dial-in at 1-877-317-6789 reference: INDB. A replay of the call will be available by calling 1-877-344-7529, Replay Pass code: 442401. The web cast replay will be available until August 9, 2010.

Independent Bank Corp., which has Rockland Trust Company as a wholly-owned bank subsidiary, has $4.7 billion in assets. Rockland Trust offers a wide range of commercial banking products and services, retail banking products and services, business and consumer loans, insurance products and services, and investment management services. To find out why Rockland Trust is the bank Where Each Relationship Matters®, visit www.RocklandTrust.com.

This press release contains certain “forward-looking statements” with respect to the financial condition, results of operations and business of the Company.Actual results may differ from those contemplated by these statements.The Company wishes to caution readers not to place undue reliance on any forward-looking statements. The Company disclaims any intent or obligation to update publicly any such forward-looking statements, whether in response to new information, future events or otherwise.

This press release contains financial information determined by methods other than in accordance with accounting principles generally accepted in the United States of America (“GAAP”). Operating earnings, which is a non-GAAP financial measure, excludes gain or loss due to items that management does not believe are related to its core banking business, such as gains or losses on the sales of securities, merger and acquisition expenses, and other items.The Company’s management uses operating earnings to measure the strength of the Company’s core banking business and to identify trends that may to some extent be obscured by gains or losses which management deems not to be core to the Company’s operations.The Company has included information on operating earnings because management believes that investors may find it useful to have access to the same analytical tool used by management and may also find that it facilitates the comparison of the Company to other companies in the financial services industry.Non-GAAP operating earnings should not be viewed as a substitute for operating results determined in accordance with GAAP.An item which management deems to be non-core and excludes when computing non-GAAP operating earnings can be of substantial importance to the Company’s results for any particular quarter or year.The Company’s non-GAAP operating earnings are not necessarily comparable to non-GAAP performance measures which may be presented by other companies.

INDEPENDENT BANK CORP. FINANCIAL SUMMARY

         
(Unaudited - Dollars in Thousands)
 
               
% Change% Change
CONSOLIDATED BALANCE SHEETS June 30,March 31,June 30,June 2010 vs.June 2010 vs.
    2010   2010   2009   Mar 2010June 2009
 
Assets
Cash and Due From Banks $ 69,246 $ 60,846 $ 74,767 13.81 % -7.38 %
Interest Earning Deposits with Banks 268,162 158,209 1,138 69.50 % 23464.32 %
Fed Funds Sold and Short Term Investments 781 - 6,159 n/a -87.32 %
Securities
Trading Assets 7,163 7,399 22,926 -3.19 % -68.76 %
Securities Available for Sale 482,989 473,515 581,241 2.00 % -16.90 %
Securities Held to Maturity   103,463     91,059     70,241   13.62 % 47.30 %
Total Securities 593,615 571,973 674,408 3.78 % -11.98 %
 
Loans Held for Sale 16,365 7,570 24,866 116.18 % -34.19 %
Loans
Commercial and Industrial 427,398 387,785 364,570 10.22 % 17.23 %
Commercial Real Estate 1,646,204 1,645,251 1,482,321 0.06 % 11.06 %
Commercial Construction 158,036 167,161 206,569 -5.46 % -23.49 %
Small Business   80,965     81,696     86,378   -0.89 % -6.27 %
Total Commercial 2,312,603 2,281,893 2,139,838 1.35 % 8.07 %
Residential Real Estate 525,062 539,709 599,166 -2.71 % -12.37 %
Residential Construction 4,594 7,732 15,323 -40.58 % -70.02 %
Consumer - Home Equity   498,789     484,413     458,435   2.97 % 8.80 %
Total Consumer Real Estate 1,028,445 1,031,854 1,072,924 -0.33 % -4.15 %
Consumer - Auto 58,294 67,807 105,064 -14.03 % -44.52 %
Consumer - Other   29,570     30,238     35,314   -2.21 % -16.27 %
Total Other Consumer   87,864     98,045     140,378   -10.38 % -37.41 %
Total Loans   3,428,912     3,411,792     3,353,140   0.50 % 2.26 %
Less - Allowance for Loan Losses   (45,291 )   (45,278 )   (40,068 ) 0.03 % 13.04 %
Net Loans 3,383,621 3,366,514 3,313,072 0.51 % 2.13 %
Federal Home Loan Bank Stock 35,854 35,854 36,357 0.00 % -1.38 %
Bank Premises and Equipment 45,089 44,850 42,145 0.53 % 6.99 %
Goodwill and Core Deposit Intangible 142,888 143,371 144,865 -0.34 % -1.36 %
Other Assets   185,354     158,020     137,282   17.30 % 35.02 %
Total Assets $ 4,740,975   $ 4,547,207   $ 4,455,059   4.26 % 6.42 %
 
Liabilities and Stockholders' Equity
Deposits
Demand Deposits $ 789,019 $ 720,246 $ 699,173 9.55 % 12.85 %
Savings and Interest Checking Accounts 1,305,515 1,170,194 987,202 11.56 % 32.24 %
Money Market 760,471 719,761 667,665 5.66 % 13.90 %
Time Certificates of Deposit   824,868     863,652     970,903   -4.49 % -15.04 %
Total Deposits 3,679,873 3,473,853 3,324,943 5.93 % 10.67 %
Borrowings
Federal Home Loan Bank Borrowings 302,677 327,807 392,968 -7.67 % -22.98 %
Fed Funds Purchased and Assets Sold
Under Repurchase Agreements 178,476 184,436 179,317 -3.23 % -0.47 %
Junior Subordinated Debentures 61,857 61,857 61,857 0.00 % 0.00 %
Subordinated Debentures 30,000 30,000 30,000 0.00 % 0.00 %
Other Borrowings   3,136     2,873     3,772   9.15 % -16.86 %
Total Borrowings 576,146 606,973 667,914 -5.08 % -13.74 %
Total Deposits and Borrowings 4,256,019 4,080,826 3,992,857 4.29 % 6.59 %
Other Liabilities 62,894 48,157 64,642 30.60 % -2.70 %
Stockholders' Equity
Common Stock 210 209 209 0.48 % 0.48 %
Additional Paid in Capital 225,792 225,373 224,594 0.19 % 0.53 %
Retained Earnings 194,587 190,064 176,012 2.38 % 10.55 %
Accumulated Other Comprehensive Income/(Loss), Net of Tax   1,473     2,578     (3,255 ) -42.86 % -145.25 %
Total Stockholders' Equity   422,062     418,224     397,560   0.92 % 6.16 %
Total Liabilities and Stockholders' Equity $ 4,740,975   $ 4,547,207   $ 4,455,059   4.26 % 6.42 %

INDEPENDENT BANK CORP. FINANCIAL SUMMARY

         
(Unaudited - Dollars in Thousands, Except Per Share Data)
 
 
 
CONSOLIDATED STATEMENTS OF INCOME Three Months Ended
% Change% Change
June 30,March 31,June 30,June 2010 vs.June 2010 vs.
  2010     2010     2009   Mar 2010June 2009
 
INTEREST INCOME
Interest on Fed Funds Sold and Short Term Investments $ 108 $ 24 $ 70 350.00 % 54.29 %
Interest and Dividends on Securities 6,316 6,671 7,636 -5.32 % -17.29 %
Interest on Loans 44,785 44,047 44,938 1.68 % -0.34 %
Interest on Loans Held for Sale   110     106     162   3.77 % -32.10 %
Total Interest Income 51,319 50,848 52,806 0.93 % -2.82 %
INTEREST EXPENSE
Interest on Deposits 5,485 5,939 8,441 -7.64 % -35.02 %
Interest on Borrowed Funds   4,667     4,699     5,265   -0.68 % -11.36 %
Total Interest Expense   10,152     10,638     13,706   -4.57 % -25.93 %
Net Interest Income 41,167 40,210 39,100 2.38 % 5.29 %
Less - Provision for Loan Losses   6,931     4,650     4,468   49.05 % 55.13 %
Net Interest Income after Provision for Loan Losses 34,236 35,560 34,632 -3.72 % -1.14 %
NON-INTEREST INCOME
Service Charges on Deposit Accounts 4,515 4,221 4,258 6.97 % 6.04 %
Wealth Management 3,189 2,728 2,710 16.90 % 17.68 %
Mortgage Banking Income 622 1,000 1,996 -37.80 % -68.84 %
BOLI Income 731 721 683 1.39 % 7.03 %
Net Gain/(Loss) on Sale of Securities 481 - (25 ) n/a -2024.00 %
Gain Resulting From Early Termination of Hedging Relationship - - 3,778 -100.00 %

Gross Change on Write-Down of Certain Investments to Fair Value

(63 ) 180 (2,174 ) -135.00 % n/a
Less: Non-Credit Related Other-Than-Temporary Impairment   (21 )   (358 )   521   -94.13 % n/a  
Net Loss on Write-Down of Certain Investments to Fair Value (84 ) (178 ) (1,653 ) -52.81 % n/a
Other Non-Interest /Income   1,484     1,558     1,476   -4.75 % 0.54 %
Total Non-Interest Income 10,938 10,050 13,223 8.84 % -17.28 %
NON-INTEREST EXPENSE
Salaries and Employee Benefits 18,406 18,464 17,134 -0.31 % 7.42 %
Occupancy and Equipment Expenses 4,094 4,135 4,136 -0.99 % -1.02 %
Data Processing and Facilities Management 1,497 1,294 1,604 15.69 % -6.67 %
Merger & Acquisition Expense - - 10,844 n/a n/a
FDIC Assessment 1,271 1,321 3,852 -3.79 % -67.00 %
Other Non-Interest Expense   9,661     8,374     8,986   15.37 % 7.51 %
Total Non-Interest Expense 34,929 33,588 46,556 3.99 % -24.97 %
INCOME BEFORE INCOME TAXES   10,245     12,022     1,299   -14.78 % 688.68 %
PROVISION FOR INCOME TAXES   2,215     2,795     639   -20.75 % 246.64 %
NET INCOME $ 8,030   $ 9,227   $ 660   -12.97 % 1116.67 %
 
PREFERRED STOCK DIVIDEND $ - $ - $ 4,525
 
NET INCOME AVAILABLE TO COMMON SHAREHOLDERS $ 8,030   $ 9,227   $ (3,865 ) -12.97 % -307.76 %
 
BASIC EARNINGS PER SHARE $ 0.38 $ 0.44 $ (0.19 ) -13.64 % -300.00 %
DILUTED EARNINGS PER SHARE $ 0.38 $ 0.44 $ (0.19 ) -13.64 % -300.00 %
BASIC AVERAGE SHARES 20,964,706 20,937,589 20,360,046
DILUTED AVERAGE SHARES 21,055,645 21,008,422 20,385,609
 

PERFORMANCE RATIOS:

Net Interest Margin (FTE) 3.96 % 4.08 % 3.89 %
Return on Average Assets 0.70 % 0.84 % -0.35 %
Return on Average Common Equity 7.60 % 8.95 % -3.97 %
 

RECONCILIATION TABLE - NON-GAAP FINANCIAL INFORMATION

NET INCOME AVAILABLE TO COMMON SHAREHOLDERS (GAAP) $ 8,030 $ 9,227 $ (3,865 ) -12.97 % -307.76 %
Non-Interest Income Components

(Less)/Add - Net (Gain)/Loss on Sale of Securities, net of tax

(285 ) - 16
Less - Gain Resulting From early Termination of Hedging Relationship - - (2,455 )
Non-Interest Expense Components
Add - Merger and Acquisition Expenses, net of tax - - 8,676
Add - Fair Value Mark on a Terminated Hedging Relationship 328 - -
Deemed Preferred Stock Dividend   -     -     4,384      
NET OPERATING EARNINGS $ 8,073   $ 9,227   $ 6,756   -12.50 % 19.49 %
 
 
Diluted Earnings Per Share, on an Operating Basis $ 0.38   $ 0.44   $ 0.33   -13.64 % 15.15 %

CONSOLIDATED STATEMENTS OF INCOME      
Six Months% Change
June 30,June 30,June 2010 vs.
  2010     2009   June 2009
 
INTEREST INCOME
Interest on Fed Funds Sold and Short Term Investments $ 132 $ 268 -50.75 %
Interest and Dividends on Securities 12,987 14,902 -12.85 %
Interest on Loans 88,832 80,718 10.05 %
Interest on Loans Held for Sale   216     328   -34.15 %
Total Interest Income 102,167 96,216 6.19 %
INTEREST EXPENSE
Interest on Deposits 11,424 16,848 -32.19 %
Interest on Borrowed Funds   9,366     10,280   -8.89 %
Total Interest Expense   20,790     27,128   -23.36 %
Net Interest Income 81,377 69,088 17.79 %
Less - Provision for Loan Losses   11,580     8,468   36.75 %
Net Interest Income after Provision for Loan Losses 69,797 60,620 15.14 %
NON-INTEREST INCOME
Service Charges on Deposit Accounts 8,736 7,905 10.51 %
Wealth Management 5,918 5,040 17.42 %
Mortgage Banking Income 1,622 3,153 -48.56 %
BOLI Income 1,452 1,413 2.76 %

Net Gain on Sale of Securities

481 1,354 -64.48 %
Gain Resulting From early Termination of Hedging Relationship - 3,778 -100.00 %

Gross Change on Write-Down of Certain Investments to Fair Value

118 (2,276 ) -105.18 %
Less: Non-Credit Related Other-Than-Temporary Impairment   (380 )   623   -161.00 %
Net Loss on Write-Down of Certain Investments to Fair Value (262 ) (1,653 ) -84.15 %

Other Non-Interest Income

  3,041     2,707   12.34 %
Total Non-Interest Income 20,988 23,697 -11.43 %
NON-INTEREST EXPENSE
Salaries and Employee Benefits 36,869 31,993 15.24 %
Occupancy and Equipment Expenses 8,229 7,841 4.95 %
Data Processing and Facilities Management 2,791 3,020 -7.58 %
Merger & Acquisition Expense - 12,382 -100.00 %
FDIC assessment 2,592 4,388 -40.93 %
Other Non-Interest Expense   18,037     15,240   18.35 %
Total Non-Interest Expense 68,518 74,864 -8.48 %
INCOME BEFORE INCOME TAXES   22,267     9,453   135.55 %
PROVISION FOR INCOME TAXES   5,010     2,406   108.23 %
NET INCOME $ 17,257   $ 7,047   144.88 %
 
PREFERRED STOCK DIVIDEND $ -   $ 5,698   -  
 
NET INCOME AVAILABLE TO COMMON SHAREHOLDERS $ 17,257   $ 1,349   1179.24 %
 
BASIC EARNINGS PER SHARE $ 0.82 $ 0.07 1071.43 %
DILUTED EARNINGS PER SHARE $ 0.82 $ 0.07 1071.43 %
BASIC AVERAGE SHARES 20,951,264 18,345,457
DILUTED AVERAGE SHARES 21,034,553 18,366,798
 

PERFORMANCE RATIOS:

Net Interest Margin (FTE) 4.02 % 3.77 %
Return on Average Assets 0.77 % 0.07 %
Return on Average Common Equity 8.26 % 0.69 %
 

RECONCILIATION TABLE - NON-GAAP FINANCIAL INFORMATION

NET INCOME AVAILABLE TO COMMON SHAREHOLDERS (GAAP) $ 17,257 $ 1,349 1179.24 %
Non-Interest Income Components

Less - Net Gain on Sale of Securities, net of tax

(285 ) (880 )
Less - Gain Resulting From early Termination of Hedging Relationship - (2,455 )
Non-Interest Expense Components
Add - Merger and Acquisition Expenses, net of tax - 9,675
Add - Fair Value Mark on a Terminated Hedging Relationship 328 -
Deemed Preferred Stock Dividend   -     4,384    
NET OPERATING EARNINGS $ 17,300   $ 12,073   43.30 %
 
 
Diluted Earnings Per Share, on an Operating Basis $ 0.82   $ 0.66   24.24 %

INDEPENDENT BANK CORP. FINANCIAL SUMMARY

(Unaudited - Dollars in Thousands, Except Per Share Data)                
 
RECONCILIATION TABLE - NON-GAAP FINANCIAL INFORMATION
Three Months EndedSix Months Ended
% Change% Change% Change
June 30,March 31,June 30,June 2010 vs.June 2010 vs.June 30,June 30,June 2010 vs.
201020102009Mar 2010June 2009   20102009June 2009
 
Non-Interest Income GAAP $ 10,938 $ 10,050 $ 13,223 8.84 % -17.28 % $ 20,988 $ 23,697 -11.43 %
Add/(less) - Net Loss/(Gain) on Sale of Securities (481 ) - 25 n/a n/a (481 ) (1,354 ) -64.48 %
Less - Gain Resulting From Early Termination of Hedging Relationship - - (3,778 ) n/a -100.00 % - (3,778 ) -100.00 %
Add - Other-Than-Temporary-Impairment on Securities   84     178     1,653     -52.81 %   n/a     262     1,653     -84.15 %
Non-Interest Income as Adjusted $ 10,541   $ 10,228   $ 11,123     3.06 %   -5.23 % $ 20,769   $ 20,218     2.73 %
 
Non-Interest Expense GAAP $ 34,929 $ 33,588 $ 46,556 3.99 % -24.97 % $ 68,518 $ 74,864 -8.48 %
Less - Merger & Acquisition Expenses - - (10,844 ) n/a -100.00 % - (12,382 ) -100.00 %
Less - Fair Value Mark on a Terminated Hedging Relationship   (554 )   -     -     100.00 %   n/a     (554 )   -     100.00 %
Non-Interest Expense as Adjusted $ 34,375   $ 33,588   $ 35,712     2.34 %   -3.74 % $ 67,964   $ 62,482     8.77 %
 
Certain non-core items are included in the computation of earnings in accordance with United States of America generally accepted accounting principles (“GAAP”) in both 2010 and 2009 as indicated by the table below. In an effort to provide investors with information regarding the Company's results, the Company has disclosed the following non-GAAP information, which management believes provides useful information to the investor. This information should not be viewed as a substitute for operating results determined in accordance with GAAP, nor is it necessarily comparable to non-GAAP information which may be presented by other companies.
 
 
 
 

ASSET QUALITY

Nonperforming AssetsNet Charge-OffsNet Charge-Offs
For the Period EndingFor the Three Months EndingFor the Six Months Ending
June 30,March 31,June 30,June 30,March 31,June 30,June 30,June 30,
20102010200920102010200920102009
 
(Dollars in Thousands, Except Per Share Data) (Dollars in Thousands, Except Per Share Data) (Dollars in Thousands, Except Per Share Data)
Nonperforming Loans
Commercial & Industrial Loans $ 5,083 $ 7,252 $ 4,808 $ 1,816 $ 527 $ 26 $ 2,343 $ 43
Small Business Loans 728 1,294 1,743 801 251 475 1,052 755
Commercial Real Estate Loans 8,007 23,645 12,505 3,520 198 71 3,718 2,130
Residential Real Estate Loans 8,012 8,092 9,865 293 135 206 428 196
Installment Loans - Home Equity 1,218 948 1,695 234 234 609 468 860
Installment Loans - Auto 438 438 718 - - - - -
Installment Loans - Other   192     171     157     254     388     501     642     1,465  
Total Nonperforming Loans / Total Net Charge-offs $ 23,678   $ 41,840  

$

31,491

  $ 6,918   $ 1,733   $ 1,888   $ 8,651   $ 5,449  
Non-Accrual Securities 969 899 3,120
Other Assets in Possession 79 98 270
Other Real Estate Owned   7,357     5,990     6,102  
Nonperforming Assets

$

32,083  

$

48,827  

$

40,983  

 

Nonperforming Loans/Gross Loans 0.69 % 1.23 % 0.94 %
Allowance for Loan Losses/Nonperforming Loans 191.28 % 108.22 % 127.24 %
Gross Loans/Total Deposits 93.18 % 98.21 % 100.85 %
Allowance for Loan Losses/Total Loans 1.32 % 1.33 % 1.19 %
 
 

Net charge-offs to average loans (quarter annualized)

0.81 % 0.21 % 0.23 %
Net charge-offs to average loans (year-to-date annualized) 0.51 % 0.37 %
 
QTDYTD
June 30,June 30,

Nonperforming Loans Reconciliation

20102010
Nonperforming Loans Beginning Balance $ 41,840 $ 36,183
New to Nonperforming 6,810 23,416
Loans Charged-Off (6,950 ) (8,847 )
Loans Paid-Off (11,109 ) (13,946 )
Loans Transferred to Other Real Estate Owned/Other Assets (4,849 ) (7,465 )
Loans Restored to Accrual Status (2,064 ) (5,507 )
Other   -     (156 )
Nonperforming Loans Ending Balance $ 23,678   $ 23,678  
 
 
June 30,March 31,June 30,

Financial Ratios

201020102009
Book Value per Common Share $ 19.91 $ 19.76 $ 19.01

Tangible Common Book Value per Share (proforma to include the tax deductibility of goodwill and exclude impact of CPP) - Non-GAAP

$

14.14

$

13.97

$

13.11

Tangible Common Capital/Tangible Assets 6.07 % 6.24 % 5.86 %
Tangible Common Capital/Tangible Asset (proforma to include
the tax deductibility of goodwill and exclude impact of CPP) - Non-GAAP 6.49 % 6.68 % 6.33 %

 

 
Capital Adequacy
Tier one leverage capital ratio (1) 7.84 % 8.06 % 7.60 %

INDEPENDENT BANK CORP.                  
SUPPLEMENTAL FINANCIAL INFORMATION
CONSOLIDATED AVERAGE BALANCE SHEETS AND AVERAGE RATE DATA

Three Months Ended

(Unaudited - Dollars in Thousands) June 30, 2010   March 31, 2010

 

June 30, 2009

InterestInterestInterest
  AverageEarned/Yield/AverageEarned/Yield/AverageEarned/Yield/
Balance   Paid   Rate   Balance   Paid   Rate   Balance   Paid   Rate
 
 
Interest-Earning Assets:
Interest Earning Deposits with Banks, Federal Funds Sold, and Short Term Investments $ 188,976 $ 108 0.23 % $ 23,125 $ 24 0.42 % $ 86,883 $ 70 0.32 %
Securities:
Trading Assets 7,367 62 3.38 % 6,800 60 3.58 % 13,965 44 1.26 %
Taxable Investment Securities 557,554 6,067 4.36 % 568,550 6,409 4.57 % 632,587 7,370 4.67 %
Non-taxable Investment Securities (1)   17,718     316   7.15 %     19,111     342   7.26 %     20,950     342   6.55 %
Total Securities:   582,639     6,445   4.44 %     594,461     6,811   4.65 %     667,502     7,756   4.66 %
Loans Held for Sale 7,656 110 5.76 % 7,125 106 6.03 % 15,406 162 4.22 %
Loans
Commercial and Industrial 401,430 4,874 4.87 % 377,855 4,417 4.74 % 337,292 3,974 4.73 %
Commercial Real Estate 1,645,452 23,691 5.77 % 1,630,944 23,089 5.74 % 1,444,091 22,079 6.13 %
Commercial Construction 166,040 2,098 5.07 % 171,535 2,076 4.91 % 203,171 2,661 5.25 %
Small Business   81,319   1,202 5.93 %   82,476   1,217 5.98 %   87,200   1,299 5.98 %
Total Commercial 2,294,241 31,865 5.57 % 2,262,810 30,799 5.52 % 2,071,754 30,013 5.81 %
Residential Real Estate 537,475 6,485 4.84 % 548,533 6,765 5.00 % 600,238 7,674 5.13 %
Residential Construction 7,507 95 5.08 % 9,102 118 5.26 % 12,841 234 7.31 %
Consumer - Home Equity   490,197   4,704 3.85 %   478,324   4,522 3.83 %   452,257   4,426 3.93 %
Total Consumer Real Estate 1,035,179 11,284 4.37 % 1,035,959 11,405 4.46 % 1,065,336 12,334 4.64 %
Consumer - Auto 62,932 1,112 7.09 % 73,656 1,278 7.04 % 111,108 1,922 6.94 %
Consumer - Other   29,749   672 9.06 %   31,484   734 9.45 %   36,565   798 8.75 %
Total Other Consumer   92,681   1,784 7.72 %   105,140   2,012 7.76 %   147,673   2,720 7.39 %
Total Loans   3,422,101   44,933 5.27 %   3,403,909   44,216 5.27 %   3,284,763   45,067 5.50 %
Total Interest-Earning Assets $ 4,201,372   $ 51,596   4.93 %   $ 4,028,620   $ 51,157   5.15 %   $ 4,054,554   $ 53,055   5.25 %
Cash and Due from Banks 71,322 66,424 77,263
Federal Home Loan Bank Stock 35,854 35,854 35,065
Other Assets   305,041   304,200   299,108
Total Assets $ 4,613,589 $ 4,435,098 $ 4,465,990
Interest-bearing Liabilities:
Deposits:
Savings and Interest Checking Accounts $ 1,182,343 $ 1,297 0.44 % $ 1,056,156 $ 1,184 0.45 % $ 964,929 $ 1,326 0.55 %
Money Market 760,240 1,320 0.70 % 702,390 1,320 0.76 % 666,232 1,713 1.03 %
Time Deposits   842,539     2,868   1.37 %     889,449     3,435   1.57 %     974,449     5,402   2.22 %
Total interest-bearing deposits: $ 2,785,122 $ 5,485 0.79 % $ 2,647,995 $ 5,939 0.91 % $ 2,605,610 $ 8,441 1.30 %
Borrowings:
Federal Home Loan Bank Borrowings $ 324,168 $ 2,392 2.96 % $ 340,301 $ 2,432 2.90 % $ 449,311 $ 2,972 2.65 %
Federal Funds Purchased and Assets Sold
Under Repurchase Agreement 182,810 821 1.80 % 184,624 830 1.82 % 173,992 812 1.87 %
Junior Subordinated Debentures 61,857 913 5.92 % 61,857 902 5.91 % 61,857 940 6.10 %
Subordinated Debentures 30,000 541 7.23 % 30,000 535 7.23 % 30,000 541 7.23 %
Other Borrowings   3,148     -   0.00 %     2,360     -   0.00 %     2,105     -   0.00 %
Total Borrowings:   601,983     4,667   3.11 %     619,142     4,699   3.08 %     717,265     5,265   2.94 %
Total Interest-Bearing Liabilities $ 3,387,105   $ 10,152   1.20 %   $ 3,267,137   $ 10,638   1.32 %   $ 3,322,875   $ 13,706   1.65 %
Demand Deposits 752,622 702,833 673,448
 
Other Liabilities   49,870   47,020   61,582
Total Liabilities $ 4,189,597 $ 4,016,990 $ 4,057,905
Stockholders' Equity   423,992   418,108   408,085
Total Liabilities and Stockholders' Equity $ 4,613,589 $ 4,435,098 $ 4,465,990
 
Net Interest Income $ 41,444 $ 40,519 $ 39,349
 
Interest Rate Spread (2) 3.72 % 3.83 % 3.59 %
 
Net Interest Margin (3) 3.96 % 4.08 % 3.89 %
 
Supplemental Information:
Total Deposits, including Demand Deposits $ 3,537,744 $ 5,485 $ 3,350,828 $ 5,939 $ 3,279,058 $ 8,441
Cost of Total Deposits 0.62 % 0.72 % 1.03 %
Total Funding Liabilities, including Demand Deposits $ 4,139,727 $ 10,152 $ 3,969,970 $ 10,638 $ 3,996,323 $ 13,706
Cost of Total Funding Liabilities 0.98 % 1.09 % 1.38 %
 
 
(1) The total amount of adjustment to present interest income and yield on a fully tax-equivalent basis is $277, $309, and $249 for the three months ended June 30, 2010, March 31, 2010, and June 30, 2009, respectively.
(2) Interest rate spread represents the difference between the weighted average yield on interest-earning assets and the weighted average cost of interest-bearing liabilities.

(3) Net interest margin represents annualized net interest income as a percentage of average interest-earning assets.

 

 

(Unaudited - Dollars in Thousands)            
 
Six Months Ended
June 30, 2010June 30, 2009
InterestInterest
AverageEarned/Yield/AverageEarned/Yield/
Balance   Paid   Rate   Balance   Paid   Rate
 
 
Interest-Earning Assets:
Interest Earning Deposits with Banks, Federal Funds Sold, and Short Term Investments $ 106,509 $ 132 0.25 % $ 104,043 $ 268 0.52 %
Securities:
Trading Assets 7,085 122 3.47 % 8,367 69 1.66 %
Taxable Investment Securities 563,021 12,476 4.47 % 599,376 14,307 4.81 %
Non-taxable Investment Securities (1)   18,411     658   7.21 %     25,530     809   6.39 %
Total Securities:   588,517     13,256   4.54 %     633,273     15,185   4.84 %
Loans Held for Sale 7,392 216 5.89 % 15,260 328 4.33 %
Loans
Commercial and Industrial 389,708 9,291 4.81 % 306,060 7,276 4.79 %
Commercial Real Estate 1,638,238 46,780 5.76 % 1,287,427 39,147 6.13 %
Commercial Construction 168,773 4,174 4.99 % 188,918 4,577 4.89 %
Small Business   81,894   2,419 5.96 %   87,191   2,588 5.99 %
Total Commercial 2,278,613 62,664 5.55 % 1,869,596 53,588 5.78 %
Residential Real Estate 542,974 13,250 4.92 % 504,774 12,970 5.18 %
Residential Construction 8,300 213 5.18 % 11,888 406 6.89 %
Consumer - Home Equity   484,293   9,226 3.84 %   430,181   8,436 3.95 %
Total Consumer Real Estate 1,035,567 22,689 4.42 % 946,843 21,812 4.65 %
Consumer - Auto 68,264 2,390 7.06 % 116,647 3,966 6.86 %
Consumer - Other   30,611   1,406 9.26 %   37,024   1,600 8.71 %
Total Other Consumer   98,875   3,796 7.74 %   153,671   5,566 7.30 %
Total Loans   3,413,055   89,149 5.27 %   2,970,110   80,966 5.50 %
Total Interest-Earning Assets $ 4,115,473   $ 102,753   5.03 %   $ 3,722,686   $ 96,747   5.24 %
Cash and Due from Banks 68,887 68,718
Federal Home Loan Bank Stock 35,854 29,863
Other Assets   304,622   275,340
Total Assets $ 4,524,836 $ 4,096,607
Interest-bearing Liabilities:
Deposits:
Savings and Interest Checking Accounts $ 1,119,598 $ 2,481 0.45 % $ 853,096 $ 2,322 0.55 %
Money Market 731,475 2,641 0.73 % 592,743 3,409 1.16 %
Time Deposits   865,864     6,302   1.47 %     903,218     11,117   2.48 %
Total interest-bearing deposits: $ 2,716,937 $ 11,424 0.85 % $ 2,349,057 $ 16,848 1.45 %
Borrowings:
Federal Home Loan Bank Borrowings $ 332,190 $ 4,823 2.93 % $ 429,827 $ 5,647 2.65 %
Federal Funds Purchased and Assets Sold
Under Repurchase Agreement 183,712 1,651 1.81 % 173,441 1,668 1.94 %
Junior Subordinated Debentures 61,857 1,815 5.92 % 61,857 1,887 6.15 %
Subordinated Debentures 30,000 1,077 7.24 % 30,000 1,078 7.25 %
Other Borrowings   2,756     -   0.00 %     1,939     -   0.00 %
Total Borrowings:   610,515     9,366   3.09 %     697,064     10,280   2.97 %
Total Interest-Bearing Liabilities $ 3,327,452   $ 20,790   1.26 %   $ 3,046,121   $ 27,128   1.80 %
Demand Deposits 727,865 602,331
 
Other Liabilities   48,453   52,048
Total Liabilities $ 4,103,770 $ 3,700,500
Stockholders' Equity   421,066   396,107
Total Liabilities and Stockholders' Equity $ 4,524,836 $ 4,096,607
 
Net Interest Income $ 81,963 $ 69,619
 
Interest Rate Spread (2) 3.77 % 3.44 %
 
Net Interest Margin (3) 4.02 % 3.77 %
 
Supplemental Information:
Total Deposits, including Demand Deposits $ 3,444,802 $ 11,424 $ 2,951,388 $ 16,848
Cost of Total Deposits 0.67 % 1.15 %
Total Funding Liabilities, including Demand Deposits $ 4,055,317 $ 20,790 $ 3,648,452 $ 27,128
Cost of Total Funding Liabilities 1.03 % 1.50 %
 
(1) The total amount of adjustment to present interest income and yield on a fully tax-equivalent basis is $586 and $531 for the six months ended June 30, 2010, and June 30, 2009, respectively.
(2) Interest rate spread represents the difference between the weighted average yield on interest-earning assets and the weighted average cost of interest-bearing liabilities.
(3) Net interest margin represents annualized net interest income as a percentage of average interest-earning assets.
 
Certain amounts in prior year financial statement have been reclassified to conform to the current year's presentation.

Source: Independent Bank Corp.

Contact:

Independent Bank Corp.

Chris Oddleifson, 781-982-6660

President and

Chief Executive Officer

or

Denis K. Sheahan, 781-982-6341

Chief Financial Officer