Press Release

Independent Bank Corp. Reports Third Quarter Net Income of $11.1 Million

10/21/2010 4:02 PM ET

Strong Commercial Loan Generation Continues

Solid Credit Quality

ROCKLAND, Mass.--(BUSINESS WIRE)-- Independent Bank Corp., (NASDAQ: INDB), parent of Rockland Trust Company, today announced net income of $11.1 million for the third quarter of 2010 compared to $8.0 million recorded in the second quarter. On a diluted earnings per share basis, the Company reported earnings of $0.53 for the quarter, an increase of 39.5% from $0.38 for the previous quarter.

Christopher Oddleifson, President and Chief Executive Officer, stated, “Our loan portfolios are weathering the difficult economic environment extremely well, leading to a reduction in credit losses. While overall loan growth was a challenge due to heavy commercial real estate paydowns and payoffs, our commercial and industrial and home equity loan portfolios both grew during the third quarter. All our loan origination pipelines remain strong. Another indication of our health is the growth of assets under management in our Investment Management Group, which reached nearly $1.5 billion, 10.4% over the second quarter level. Overall, we are very pleased with Rockland Trust’s third quarter performance.”

BALANCE SHEET

Total assets remained at $4.7 billion at September 30, 2010, consistent with the prior quarter ending June 30, 2010.

Total loans were $3.4 billion at September 30, 2010 and were essentially level with the prior quarter. The Company sustained strong growth in the commercial and industrial portfolio, which increased by $11.5 million, or 2.7%, in the third quarter, as it continued to add high-quality corporate customers. Commercial real estate origination volumes maintained a healthy pace but total outstandings remained flat with the prior quarter at $1.6 billion due to elevated levels of loan payoffs. The Company’s commercial construction portfolio declined by $13.9 million, or 8.8%, as projects transitioned to permanent financing. The home equity portfolio continued its steady upward trend, rising $19.2 million, or 3.8%. Residential real estate loans declined by $21.6 million, or 4.1%, as loans refinanced into longer-term, fixed-rate loans, which are not commonly held in portfolio by the Company.

Total deposits decreased by $62.7 million, or 1.7%, during the quarter ending September 30, 2010, primarily due to decreases in higher-cost time deposits of $58.6 million as a result of the Company’s strategy to create a funding mix that focuses on core deposits. Money market deposits decreased by $29.4 million, mainly due to the seasonal cash needs of municipalities. Partially offsetting those deposit decreases were strong increases in demand deposits of $16.5 million, or 2.1%, and a rise in savings and interest checking accounts of $8.8 million. Core deposits have risen to 78.8% of total deposits at September 30, 2010, while total cost of deposits declined further to 0.53% for the current quarter, down 9 basis points from the prior period.

Securities balances are at $624.9 million, up $31.3 million from the prior quarter, with purchases consisting of conservative, short duration agency mortgage backed securities.

Stockholders’ equity at September 30, 2010 totaled $425.7 million as compared to $422.1 million at June 30, 2010. The Tier 1 leverage capital ratio at September 30, 2010 rose to 8.0% from 7.9% in the prior quarter, maintaining the Company’s well-capitalized position.

NET INTEREST INCOME

Net interest income of $41.2 million was level with the prior quarter as higher average earning asset balances were offset by a lower net interest margin. The net interest margin in the third quarter of 2010 declined to 3.89%, compared to the linked quarter period of 3.96%. The margin in the third quarter declined 7 basis points due to ongoing pressure on asset yields from the low rate environment along with the reinvestment of excess cash into liquid, short-term assets. This was partly mitigated by the continued reduction in overall funding costs.

NON-INTEREST INCOME

The Company recorded non-interest income of $11.7 million during the third quarter of 2010 which represents a $716,000, or 6.6%, increase from the prior quarter. The change in non-interest income is composed of the following:

  • Service charges on deposit accounts decreased by $74,000, or 1.6%.
  • Wealth management revenue decreased by $338,000, mainly due to seasonal revenue associated with tax preparation and estate fees collected during the second quarter of 2010. Assets under management in the wealth management division rose to nearly $1.5 billion at September 30, 2010, an increase of $138.0 million compared to June 30, 2010.
  • Mortgage banking income increased by $847,000, due to increased originations in for sale loans as a result of the low rate environment. The balance of the mortgage servicing asset was $1.7 million and represented 58 basis points of the servicing portfolio at September 30, 2010.
  • Other non-interest income increased by $537,000, or 36.2%, mainly due to market driven unrealized gains on trading assets.

NON-INTEREST EXPENSE

The Company recorded non-interest expense of $34.5 million in the third quarter of 2010, a decrease of $389,000, or 1.1%, when compared to the quarter ended June 30, 2010. Significant changes of non-interest expense included the following:

  • Salaries and Employee Benefits increased by $1.4 million, or 7.5%, mainly due to increases in incentive, sales commissions, pension, and medical expense.
  • Occupancy and equipment decreased by $255,000, or 6.2%, in part due to the timing of building repairs and maintenance.
  • Other non-interest expense decreased by $1.5 million, or 15.6%, which is primarily attributable to the timing of advertising expenses of $320,000, shareholder relations expense of $179,000, exam and audit fees of $161,000, and decreases in legal fees of $333,000 associated with loan work-outs, as well as prior quarter expense of $554,000 that was recognized relating to the change in fair value of an interest rate swap that was previously hedging borrowings.

The Company reported a return on average assets and a return on average common equity in the third quarter of 2010 of 0.95% and 10.38%, respectively, as compared to 0.70% and 7.60% for the quarter ended June 30, 2010.

ASSET QUALITY

Net charge-offs decreased to $3.2 million, or 0.37% on an annualized basis of average loans, for the third quarter compared to $6.9 million, or 0.81% for the quarter ending June 30, 2010. The provision for loan losses was $3.5 million and $6.9 million for the quarters ended September 30, 2010 and June 30, 2010, respectively. Nonperforming loans increased to $24.7 million, or 0.72% of total loans, at September 30, 2010 from $23.7 million, or 0.69% of total loans, at June 30, 2010. Delinquency levels have shown improvement with delinquencies as a percent of loans declining to 1.11% at September 30, 2010 compared to 1.32% at June 30, 2010.

The allowance for loan losses was $45.6 million at September 30, 2010 compared with the prior quarter of $45.3 million. The Company’s allowance for loan losses was 1.34%, as a percentage of total loans at September 30, 2010, compared to 1.32%, at June 30, 2010.

Christopher Oddleifson and Denis K. Sheahan, Chief Financial Officer, of Independent Bank Corp. and Rockland Trust Company, will host a conference call to discuss third quarter earnings at 4:45 p.m. Eastern Time on Thursday, October 21, 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 1-800-860-2442 reference: INDB. A replay of the call will be available by calling 1-877-344-7529, Replay Pass code: 445054. The web cast replay will be available until November 1, 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 September 30,June 30,September 30,Sept. 2010 vs.Sept. 2010 vs.
      2010       2010       2009     June 2010Sept. 2009
 
Assets
Cash and Due From Banks $ 54,207 $ 69,246 $ 65,514 -21.72 % -17.26 %
Interest Earning Deposits with Banks 222,392 268,162 - -17.07 % 100.00 %
Fed Funds Sold and Short Term Investments 526 781 - -32.65 % 100.00 %
Securities
Trading Assets 7,418 7,163 23,090 3.56 % -67.87 %
Securities Available for Sale 436,887 482,989 546,125 -9.55 % -20.00 %
Securities Held to Maturity   180,623     103,463     83,063   74.58 % 117.45 %
Total Securities 624,928 593,615 652,278 5.27 % -4.19 %
 
Loans Held for Sale 21,321 16,365 14,160 30.28 % 50.57 %
Loans
Commercial and Industrial 438,873 427,398 371,092 2.68 % 18.27 %
Commercial Real Estate 1,641,356 1,646,204 1,546,206 -0.29 % 6.15 %
Commercial Construction 144,109 158,036 201,196 -8.81 % -28.37 %
Small Business   79,897     80,965     84,135   -1.32 % -5.04 %
Total Commercial 2,304,235 2,312,603 2,202,629 -0.36 % 4.61 %
Residential Real Estate 503,471 525,062 576,575 -4.11 % -12.68 %
Residential Construction 5,449 4,594 14,783 18.61 % -63.14 %
Consumer - Home Equity   517,962     498,789     467,213   3.84 % 10.86 %
Total Consumer Real Estate   1,026,882     1,028,445     1,058,571   -0.15 % -2.99 %
Total Other Consumer   76,926     87,864     126,339   -12.45 % -39.11 %
Total Loans   3,408,043     3,428,912     3,387,539   -0.61 % 0.61 %
Less - Allowance for Loan Losses   (45,619 )   (45,291 )   (41,357 ) 0.72 % 10.31 %
Net Loans 3,362,424 3,383,621 3,346,182 -0.63 % 0.49 %
Federal Home Loan Bank Stock 35,854 35,854 36,357 0.00 % -1.38 %
Bank Premises and Equipment 45,420 45,089 41,963 0.73 % 8.24 %
Goodwill and Core Deposit Intangible 142,422 142,888 144,152 -0.33 % -1.20 %
Other Assets   194,297     185,354     133,397   4.82 % 45.65 %
Total Assets $ 4,703,791   $ 4,740,975   $ 4,434,003   -0.78 % 6.08 %
 
Liabilities and Stockholders' Equity
Deposits
Demand Deposits $ 805,491 $ 789,019 $ 702,159 2.09 % 14.72 %
Savings and Interest Checking Accounts 1,314,273 1,305,515 965,694 0.67 % 36.10 %
Money Market 731,091 760,471 675,269 -3.86 % 8.27 %
Time Certificates of Deposit   766,303     824,868     937,854   -7.10 % -18.29 %
Total Deposits 3,617,158 3,679,873 3,280,976 -1.70 % 10.25 %
Borrowings
Federal Home Loan Bank Borrowings 302,545 302,677 396,218 -0.04 % -23.64 %

Fed Funds Purchased and Assets Sold Under Repurchase Agreements

180,326 178,476 188,707 1.04 % -4.44 %
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   2,701     3,136     2,418   -13.87 % 11.70 %
Total Borrowings 577,429 576,146 679,200 0.22 % -14.98 %
Total Deposits and Borrowings 4,194,587 4,256,019 3,960,176 -1.44 % 5.92 %
Other Liabilities 83,543 62,894 67,252 32.83 % 24.22 %
Stockholders' Equity
Common Stock 210 210 209 0.00 % 0.48 %
Additional Paid in Capital 226,255 225,792 224,848 0.21 % 0.63 %
Retained Earnings 201,950 194,587 179,245 3.78 % 12.67 %
Accumulated Other Comprehensive Income/(Loss), Net of Tax   (2,754 )   1,473     2,273   -286.97 % -221.16 %
Total Stockholders' Equity   425,661     422,062     406,575   0.85 % 4.69 %
Total Liabilities and Stockholders' Equity $ 4,703,791   $ 4,740,975   $ 4,434,003   -0.78 % 6.08 %

 

INDEPENDENT BANK CORP. FINANCIAL SUMMARY

(Unaudited - Dollars in Thousands, Except Per Share Data)
         
 
 
CONSOLIDATED STATEMENTS OF INCOME Three Months Ended
% Change% Change
September 30,June 30,September 30,Sept. 2010 vs.Sept. 2010 vs.
  2010     2010     2009   June 2010Sept. 2009
 
INTEREST INCOME
Interest on Fed Funds Sold and Short Term Investments $ 135 $ 108 $ 4 25.00 % 3275.00 %
Interest and Dividends on Securities 5,843 6,316 7,644 -7.49 % -23.56 %
Interest on Loans 44,436 44,785 45,773 -0.78 % -2.92 %
Interest on Loans Held for Sale   174     110     169   58.18 % 2.96 %
Total Interest Income 50,588 51,319 53,590 -1.42 % -5.60 %
INTEREST EXPENSE
Interest on Deposits 4,801 5,485 7,446 -12.47 % -35.52 %
Interest on Borrowed Funds   4,590     4,667     5,236   -1.65 % -12.34 %
Total Interest Expense   9,391     10,152     12,682   -7.50 % -25.95 %
Net Interest Income 41,197 41,167 40,908 0.07 % 0.71 %
Less - Provision for Loan Losses   3,500     6,931     4,443   -49.50 % -21.22 %
Net Interest Income after Provision for Loan Losses 37,697 34,236 36,465 10.11 % 3.38 %
NON-INTEREST INCOME
Service Charges on Deposit Accounts 4,441 4,515 4,613 -1.64 % -3.73 %
Wealth Management 2,851 3,189 2,278 -10.60 % 25.15 %
Mortgage Banking Income 1,469 622 425 136.17 % 245.65 %
BOLI Income 901 731 713 23.26 % 26.37 %
Net Gain/(Loss) on Sale of Securities (22 ) 481 - -104.57 % n/a
Gain Resulting From Early Termination of Hedging Relationship - - - n/a n/a

Other-Than-Temporary Impairment Losses on Available-for-Sale Debt Securities:

Gross Change on Write-Down of Certain Investments to Fair Value 207 (63 ) (5,108 ) -428.57 % -104.05 %
Less: Portion of Other-Than-Temporary Impairment Recognized in Other Comprehensive Income   (214 )   (21 )   (33 ) 919.05 % 548.48 %
Net Impairment Losses Recognized in Earnings on Available-for-Sale Debt Securities (7 ) (84 ) (5,141 ) -91.67 % -99.86 %
Other Non-Interest /Income   2,021     1,484     1,578   36.19 % 28.07 %
Total Non-Interest Income 11,654 10,938 4,466 6.55 % 160.95 %
NON-INTEREST EXPENSE
Salaries and Employee Benefits 19,792 18,406 17,727 7.53 % 11.65 %
Occupancy and Equipment Expenses 3,839 4,094 3,985 -6.23 % -3.66 %
Data Processing and Facilities Management 1,404 1,497 1,580 -6.21 % -11.14 %
Merger & Acquisition Expense - - 41 n/a n/a
FDIC Assessment 1,352 1,271 1,267 6.37 % 6.71 %
Other Non-Interest Expense   8,153     9,661     7,704   -15.61 % 5.83 %
Total Non-Interest Expense 34,540 34,929 32,304 -1.11 % 6.92 %
INCOME BEFORE INCOME TAXES   14,811     10,245     8,627   44.57 % 71.68 %
PROVISION FOR INCOME TAXES   3,666     2,215     1,786   65.51 % 105.26 %
NET INCOME $ 11,145   $ 8,030   $ 6,841   38.79 % 62.91 %
 
PREFERRED STOCK DIVIDEND $ - $ - $ -
 
NET INCOME AVAILABLE TO COMMON SHAREHOLDERS $ 11,145   $ 8,030   $ 6,841   38.79 % 62.91 %
 
BASIC EARNINGS PER SHARE $ 0.53 $ 0.38 $ 0.33 39.47 % 60.61 %
DILUTED EARNINGS PER SHARE $ 0.53 $ 0.38 $ 0.33 39.47 % 60.61 %
BASIC AVERAGE SHARES 20,981,372 20,964,706 20,921,635
DILUTED AVERAGE SHARES 21,034,165 21,055,645 20,969,889
 

PERFORMANCE RATIOS:

Net Interest Margin (FTE) 3.89 % 3.96 % 4.02 %
Return on Average Assets 0.95 % 0.70 % 0.61 %
Return on Average Common Equity 10.38 % 7.60 % 6.68 %
 

RECONCILIATION TABLE - NON-GAAP FINANCIAL INFORMATION

NET INCOME AVAILABLE TO COMMON SHAREHOLDERS (GAAP) $ 11,145 $ 8,030 $ 6,841 38.79 % 62.91 %
Non-Interest Income Components
(Less)/Add - Net (Gain)/Loss on Sale of Securities, net of tax 13 (285 ) -
Less - Gain Resulting From early Termination of Hedging Relationship - - -
Non-Interest Expense Components
Add - Merger and Acquisition Expenses, net of tax - - 27
Add - Fair Value Mark on a Terminated Hedging Relationship - 328 -
Deemed Preferred Stock Dividend   -     -     -      
NET OPERATING EARNINGS $ 11,158   $ 8,073   $ 6,868   38.21 % 62.47 %
 
 
Diluted Earnings Per Share, on an Operating Basis $ 0.53   $ 0.38   $ 0.33   39.47 % 60.61 %

 
CONSOLIDATED STATEMENTS OF INCOME
  Nine Months   % Change
September 30,   September 30,Sept. 2010 vs.
  2010     2009   Sept. 2009
 
INTEREST INCOME
Interest on Fed Funds Sold and Short Term Investments $ 267 $ 272 -1.84 %
Interest and Dividends on Securities 18,830 22,546 -16.48 %
Interest on Loans 133,267 126,491 5.36 %
Interest on Loans Held for Sale   390     497   -21.53 %
Total Interest Income 152,754 149,806 1.97 %
INTEREST EXPENSE
Interest on Deposits 16,225 24,293 -33.21 %
Interest on Borrowed Funds   13,955     15,517   -10.07 %
Total Interest Expense   30,180     39,810   -24.19 %
Net Interest Income 122,574 109,996 11.43 %
Less - Provision for Loan Losses   15,081     12,911   16.81 %
Net Interest Income after Provision for Loan Losses 107,493 97,085 10.72 %
NON-INTEREST INCOME
Service Charges on Deposit Accounts 13,177 12,518 5.26 %
Wealth Management 8,768 7,318 19.81 %
Mortgage Banking Income 3,091 3,578 -13.61 %
BOLI Income 2,353 2,126 10.68 %
Net Gain on Sale of Securities 458 1,355 -66.20 %
Gain Resulting From early Termination of Hedging Relationship - 3,778 -100.00 %
Gross Change on Write-Down of Certain Investments to Fair Value 325 (7,384 ) -104.40 %
Less: Non-Credit Related Other-Than-Temporary Impairment   (594 )   590   -200.68 %
Net Loss on Write-Down of Certain Investments to Fair Value (269 ) (6,794 ) -96.04 %
Other Non-Interest Income   5,065     4,283   18.26 %
Total Non-Interest Income 32,643 28,162 15.91 %
NON-INTEREST EXPENSE
Salaries and Employee Benefits 56,662 49,720 13.96 %
Occupancy and Equipment Expenses 12,068 11,826 2.05 %
Data Processing and Facilities Management 4,195 4,600 -8.80 %
Merger & Acquisition Expense - 12,423 -100.00 %
FDIC assessment 3,944 5,655 -30.26 %
Other Non-Interest Expense   26,189     22,943   14.15 %
Total Non-Interest Expense 103,058 107,167 -3.83 %
INCOME BEFORE INCOME TAXES   37,078     18,080   105.08 %
PROVISION FOR INCOME TAXES   8,676     4,192   106.97 %
NET INCOME $ 28,402   $ 13,888   104.51 %
 
PREFERRED STOCK DIVIDEND $ -   $ 5,698   -  
 
NET INCOME AVAILABLE TO COMMON SHAREHOLDERS $ 28,402   $ 8,190   246.79 %
 
BASIC EARNINGS PER SHARE $ 1.35 $ 0.43 213.95 %
DILUTED EARNINGS PER SHARE $ 1.35 $ 0.43 213.95 %
BASIC AVERAGE SHARES 20,961,378 19,210,431
DILUTED AVERAGE SHARES 21,035,914 19,236,612
 

PERFORMANCE RATIOS:

Net Interest Margin (FTE) 3.97 % 3.86 %
Return on Average Assets 0.83 % 0.26 %
Return on Average Common Equity 8.98 % 2.74 %
 

RECONCILIATION TABLE - NON-GAAP FINANCIAL INFORMATION

NET INCOME AVAILABLE TO COMMON SHAREHOLDERS (GAAP) $ 28,402 $ 8,190 246.79 %
Non-Interest Income Components
Less - Net Gain on Sale of Securities, net of tax (271 ) (880 )
Less - Gain Resulting From early Termination of Hedging Relationship - (2,456 )
Non-Interest Expense Components
Add - Merger and Acquisition Expenses, net of tax - 9,706
Add - Fair Value Mark on a Terminated Hedging Relationship 328 -
Deemed Preferred Stock Dividend   -     4,384    
NET OPERATING EARNINGS $ 28,459   $ 18,944   50.22 %
 
 
Diluted Earnings Per Share, on an Operating Basis $ 1.35   $ 0.98   37.76 %

 

INDEPENDENT BANK CORP. FINANCIAL SUMMARY

(Unaudited - Dollars in Thousands, Except Per Share Data)
               
RECONCILIATION TABLE - NON-GAAP FINANCIAL INFORMATION
Three Months EndedNine Months Ended
% Change% Change% Change
September 30,June 30,September 30,Sept. 2010 vs.Sept. 2010 vs.September 30,September 30,Sept. 2010 vs.
  2010   2010     2009   June 2010   Sept. 2009   2010     2009   Sept. 2009
 
Non-Interest Income GAAP $ 11,654 $ 10,938 $ 4,466 6.55 % 160.95 % $ 32,643 $ 28,162 15.91 %
Add/(less) - Net Loss/(Gain) on Sale of Securities 22 (481 ) - -104.57 % n/a (458 ) (1,355 ) -66.20 %
Less - Gain Resulting From Early Termination of Hedging Relationship - - - n/a n/a - (3,778 ) -100.00 %
Add - Other-Than-Temporary-Impairment on Securities   7   84     5,141   -91.67 % -99.86 %   269     6,794   -96.04 %
Non-Interest Income as Adjusted $ 11,683 $ 10,541   $ 9,607   10.83 % 21.61 % $ 32,454   $ 29,823   8.82 %
 
Non-Interest Expense GAAP $ 34,540 $ 34,929 $ 32,304 -1.11 % 6.92 % $ 103,058 $ 107,167 -3.83 %
Less - Merger & Acquisition Expenses - - (41 ) n/a -100.00 % - (12,423 ) -100.00 %
Less - Fair Value Mark on a Terminated Hedging Relationship   -   (554 )   -   100.00 % n/a     (554 )   -   100.00 %
Non-Interest Expense as Adjusted $ 34,540 $ 34,375   $ 32,263   0.48 % 7.06 % $ 102,504   $ 94,744   8.19 %
 

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 Nine Months Ending
September 30,   June 30,   September 30,September 30,   June 30,   September 30,September 30,   September 30,
  2010     2010     2009     2010     2010     2009     2010     2009  
 
(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 $ 4,417 $ 5,083 $ 3,744 $ 1,429 $ 1,816 $ 1,241 $ 3,772 $ 1,284
Small Business Loans 909 728 969 515 801 762 1,567 1,517
Commercial Real Estate Loans 8,966 8,007 18,511 851 3,520 - 4,569 2,131
Residential Real Estate Loans 7,863 8,012 11,625 24 293 379 452 575
Installment Loans - Home Equity 1,881 1,218 1,237 (38 ) 234 298 430 1,158
Installment Loans - Other   651     630     851     391     254     474     1,033     1,938  
Total Nonperforming Loans / Total Net Charge-offs $ 24,687   $ 23,678   $ 36,937   $ 3,172   $ 6,918   $ 3,154   $ 11,823   $ 8,603  
Non-Accrual Securities 1,017 969 1,134
Other Assets in Possession 74 79 255
Other Real Estate Owned   9,011     7,357     6,491  
Nonperforming Assets $ 34,789   $ 32,083   $ 44,817  
 
Nonperforming Loans/Gross Loans 0.72 % 0.69 % 1.09 %
Allowance for Loan Losses/Nonperforming Loans 184.79 % 191.28 % 111.97 %
Gross Loans/Total Deposits 94.22 % 93.18 % 103.25 %
Allowance for Loan Losses/Total Loans 1.34 % 1.32 % 1.22 %
 
 
Net charge-offs to average loans (quarter annualized) 0.37 % 0.81 % 0.37 %
Net charge-offs to average loans (year-to-date annualized) 0.46 % 0.37 %
 
QTDYTD
September 30,September 30,

Nonperforming Loans Reconciliation

  2010     2010  
Nonperforming Loans Beginning Balance $ 23,678 $ 36,183
New to Nonperforming 12,910 36,130
Loans Charged-Off (3,172 ) (11,823 )
Loans Paid-Off (3,803 ) (17,749 )
Loans Transferred to Other Real Estate Owned/Other Assets (2,514 ) (9,979 )
Loans Restored to Accrual Status (2,496 ) (8,003 )
Other   84     (72 )
Nonperforming Loans Ending Balance $ 24,687   $ 24,687  
 
 
 
September 30,June 30,September 30,

Financial Ratios

  2010     2010     2009  
Book Value per Common Share $ 20.08 $ 19.91 $ 19.43

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

$ 14.34 $ 14.14 $ 13.56
Tangible Common Capital/Tangible Assets 6.21 % 6.07 % 6.12 %

Tangible Common Capital/Tangible Asset (proforma to include the tax deductibility of goodwill and exclude impact of CPP) - Non-GAAP

6.64 % 6.49 % 6.58 %
 

Capital Adequacy

Tier one leverage capital ratio (1) 7.96 % 7.86 % 7.74 %
Tier one common ratio (1) 8.55 % 8.15 % 7.90 %
(1) Estimated number for September 30, 2010

 
INDEPENDENT BANK CORP.
SUPPLEMENTAL FINANCIAL INFORMATION
CONSOLIDATED AVERAGE BALANCE SHEETS AND AVERAGE RATE DATA   Three Months Ended
September 30, 2010   June 30, 2010

 

September 30, 2009

  Interest       Interest     Interest  
AverageEarned/Yield/AverageEarned/Yield/AverageEarned/Yield/
Balance   Paid   Rate   Balance   Paid   Rate   Balance   Paid   Rate
(Unaudited - Dollars in Thousands)
 
Interest-Earning Assets:
Interest Earning Deposits with Banks, Federal Funds Sold, and Short Term Investments $ 200,862 $ 135 0.27 % $ 188,976 $ 108 0.23 % $ 4,060 $ 4 0.39 %
Securities:
Trading Assets 7,257 61 3.33 % 7,367 62 3.38 % 22,941 109 1.89 %
Taxable Investment Securities 561,240 5,618 3.97 % 557,554 6,067 4.36 % 620,183 7,317 4.68 %
Non-taxable Investment Securities (1)   15,953     277   6.89 %   17,718     316   7.15 %   20,373     336   6.54 %
Total Securities:   584,450     5,956   4.04 %   582,639     6,445   4.44 %   663,497     7,762   4.64 %
Loans Held for Sale 15,738 174 4.39 % 7,656 110 5.76 % 15,831 169 4.24 %
Loans
Commercial and Industrial 440,539 5,211 4.69 % 401,430 4,874 4.87 % 361,809 4,395 4.82 %
Commercial Real Estate 1,641,627 23,602 5.70 % 1,645,452 23,691 5.77 % 1,524,246 23,083 6.01 %
Commercial Construction 148,151 1,792 4.80 % 166,040 2,098 5.07 % 205,653 2,537 4.89 %
Small Business   80,740   1,221 6.00 %   81,319   1,202 5.93 %   85,370   1,305 6.06 %
Total Commercial 2,311,057 31,826 5.46 % 2,294,241 31,865 5.57 % 2,177,078 31,320 5.71 %
Residential Real Estate 525,003 6,174 4.67 % 537,475 6,485 4.84 % 589,702 7,319 4.92 %
Residential Construction 4,874 63 5.13 % 7,507 95 5.08 % 15,077 228 6.00 %
Consumer - Home Equity   507,308   4,914 3.84 %   490,197   4,704 3.85 %   460,500   4,510 3.89 %
Total Consumer Real Estate   1,037,185   11,151 4.27 %   1,035,179   11,284 4.37 %   1,065,279 12,057 4.49 %
Total Other Consumer   82,130   1,593 7.70 %   92,681   1,784 7.72 %   133,224   2,513 7.48 %
Total Loans   3,430,372   44,570 5.15 %   3,422,101   44,933 5.27 %   3,375,581   45,890 5.39 %
Total Interest-Earning Assets $ 4,231,422   $ 50,835   4.77 % $ 4,201,372   $ 51,596   4.93 % $ 4,058,969   $ 53,825   5.26 %
Cash and Due from Banks 55,357 71,322 67,156
Federal Home Loan Bank Stock 35,854 35,854 36,357
Other Assets   323,523   305,041   280,147
Total Assets $ 4,646,156 $ 4,613,589 $ 4,442,629
Interest-bearing Liabilities:
Deposits:
Savings and Interest Checking Accounts $ 1,220,073 $ 1,040 0.34 % $ 1,182,343 $ 1,297 0.44 % $ 969,676 $ 1,246 0.51 %
Money Market 757,154 1,058 0.55 % 760,240 1,320 0.70 % 677,851 1,597 0.93 %
Time Deposits   805,825     2,703   1.33 %   842,539     2,868   1.37 %   948,596     4,603   1.93 %
Total interest-bearing deposits: $ 2,783,052 $ 4,801 0.68 % $ 2,785,122 $ 5,485 0.79 % $ 2,596,123 $ 7,446 1.14 %
Borrowings:
Federal Home Loan Bank Borrowings $ 302,610 $ 2,372 3.11 % $ 324,168 $ 2,392 2.96 % $ 395,878 $ 2,901 2.91 %

Federal Funds Purchased and Assets Sold Under Repurchase Agreement

179,983 740 1.63 % 182,810 821 1.80 % 184,181 857 1.85 %
Junior Subordinated Debentures 61,857 931 5.97 % 61,857 913 5.92 % 61,857 931 5.97 %
Subordinated Debentures 30,000 547 7.23 % 30,000 541 7.23 % 30,000 547 7.23 %
Other Borrowings   2,602     -   0.00 %   3,148     -   0.00 %   2,108     -   0.00 %
Total Borrowings:   577,052     4,590   3.16 %   601,983     4,667   3.11 %   674,024     5,236   3.08 %
Total Interest-Bearing Liabilities $ 3,360,104   $ 9,391   1.11 % $ 3,387,105   $ 10,152   1.20 % $ 3,270,147   $ 12,682   1.54 %
Demand Deposits 796,205 752,622 702,071
 
Other Liabilities   63,790   49,870   63,821
Total Liabilities $ 4,220,099 $ 4,189,597 $ 4,036,039
Stockholders' Equity   426,057   423,992   406,590
Total Liabilities and Stockholders' Equity $ 4,646,156 $ 4,613,589 $ 4,442,629
 
Net Interest Income $ 41,444 $ 41,444 $ 41,143
 
Interest Rate Spread (2) 3.66 % 3.72 % 3.72 %
 
Net Interest Margin (3) 3.89 % 3.96 % 4.02 %
 
Supplemental Information:
Total Deposits, including Demand Deposits $ 3,579,257 $ 4,801 $ 3,537,744 $ 5,485 $ 3,298,194 $ 7,446
Cost of Total Deposits 0.53 % 0.62 % 0.90 %
Total Funding Liabilities, including Demand Deposits $ 4,156,309 $ 9,391 $ 4,139,727 $ 10,152 $ 3,972,218 $ 12,682
Cost of Total Funding Liabilities 0.90 % 0.98 % 1.27 %
 
 
(1) The total amount of adjustment to present interest income and yield on a fully tax-equivalent basis is $247, $277, and $235 for the three months ended September 30, 2010, June 30, 2010, and September 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.

 
  Nine Months Ended
September 30, 2010   September 30, 2009
  Interest     Interest  
AverageEarned/Yield/AverageEarned/Yield/
Balance   Paid   RateBalance   Paid   Rate
(Unaudited - Dollars in Thousands)
 
Interest-Earning Assets:
Interest Earning Deposits with Banks, Federal Funds Sold, and Short Term Investments $ 138,319 $ 267 0.26 % $ 70,349 $ 272 0.52 %
Securities:
Trading Assets 7,143 183 3.43 % 13,278 178 1.79 %
Taxable Investment Securities 562,422 18,093 4.30 % 606,388 21,624 4.77 %
Non-taxable Investment Securities (1)   17,582     936   7.12 %   23,792     1,145   6.43 %
Total Securities:   587,147     19,212   4.37 %   643,458     22,947   4.77 %
Loans Held for Sale 10,204 390 5.11 % 15,453 497 4.30 %
Loans
Commercial and Industrial 406,838 14,502 4.77 % 324,847 11,673 4.80 %
Commercial Real Estate 1,639,380 70,382 5.74 % 1,367,234 62,230 6.09 %
Commercial Construction 161,823 5,967 4.93 % 194,558 7,113 4.89 %
Small Business   81,506   3,639 5.97 %   86,577   3,893   6.01 %
Total Commercial 2,289,547 94,490 5.52 % 1,973,216 84,909 5.75 %
Residential Real Estate 536,918 19,424 4.84 % 533,394 20,288 5.09 %
Residential Construction 7,146 276 5.16 % 12,963 633 6.53 %
Consumer - Home Equity   492,048   14,140 3.84 %   440,398   12,947   3.93 %
Total Consumer Real Estate   1,036,112   33,840 4.37 %   986,755   33,868   4.59 %
Total Other Consumer   93,232   5,388 7.73 %   146,781   8,079   7.36 %
Total Loans   3,418,891   133,718 5.23 %   3,106,752   126,856   5.46 %
Total Interest-Earning Assets $ 4,154,561   $ 153,587   4.94 % $ 3,836,012   $ 150,572   5.25 %
Cash and Due from Banks 64,314 68,192
Federal Home Loan Bank Stock 35,854 32,051
Other Assets   310,992   276,960
Total Assets $ 4,565,721 $ 4,213,215
Interest-bearing Liabilities:
Deposits:
Savings and Interest Checking Accounts $ 1,153,459 $ 3,521 0.41 % $ 892,383 $ 3,567 0.53 %
Money Market 740,128 3,699 0.67 % 621,424 5,006 1.08 %
Time Deposits   845,631     9,005   1.42 %   918,510     15,720   2.29 %
Total interest-bearing deposits: $ 2,739,218 $ 16,225 0.79 % $ 2,432,317 $ 24,293 1.34 %
Borrowings:
Federal Home Loan Bank Borrowings $ 322,221 $ 7,196 2.99 % $ 418,386 $ 8,548 2.73 %

Federal Funds Purchased and Assets Sold Under Repurchase Agreement

182,456 2,391 1.75 % 177,061 2,525 1.91 %
Junior Subordinated Debentures 61,857 2,744 5.93 % 61,857 2,819 6.09 %
Subordinated Debentures 30,000 1,624 7.24 % 30,000 1,625 7.24 %
Other Borrowings   2,704     -   0.00 %   1,996     -   0.00 %
Total Borrowings:   599,238     13,955   3.11 %   689,300     15,517   3.01 %
Total Interest-Bearing Liabilities $ 3,338,456   $ 30,180   1.21 % $ 3,121,617   $ 39,810   1.71 %
Demand Deposits 750,895 635,943
 
Other Liabilities   53,622   56,015
Total Liabilities $ 4,142,973 $ 3,813,575
Stockholders' Equity   422,748   399,640
Total Liabilities and Stockholders' Equity $ 4,565,721 $ 4,213,215
 
Net Interest Income $ 123,407 $ 110,762
 
Interest Rate Spread (2) 3.73 % 3.54 %
 
Net Interest Margin (3) 3.97 % 3.86 %
 
Supplemental Information:
Total Deposits, including Demand Deposits $ 3,490,113 $ 16,225 $ 3,068,260 $ 24,293
Cost of Total Deposits 0.62 % 1.06 %
Total Funding Liabilities, including Demand Deposits $ 4,089,351 $ 30,180 $ 3,757,560 $ 39,810
Cost of Total Funding Liabilities 0.99 % 1.42 %
 
(1) The total amount of adjustment to present interest income and yield on a fully tax-equivalent basis is $833 and $766 for the nine months ended September 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