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First Financial Corporation Reports 2nd Quarter Results


/EINPresswire.com/ -- TERRE HAUTE, IN --(Marketwired - July 25, 2016) - First Financial Corporation (NASDAQ: THFF) today announced results for the second quarter of 2016. Net income increased 18.9% to $8.2 million compared to $6.9 million for the same period of 2015. The increase was primarily driven by lower loan loss provisioning and lower benefits expense. Diluted net income per common share increased 25.9% to $0.68 from $0.54 for the comparable period of 2015.

The Corporation further reported net income of $21.9 million for the six months ended June 30, 2016 versus $14.7 million for the comparable period of 2015, an increase of 49.2%. Diluted net income per common share also increased 54.4% to $1.76 for the six months ended June 30, 2016 versus $1.14 for the comparable period of 2015. This increase included an after-tax gain on the sale of the Corporation's insurance subsidiary of $5.84 million during the first quarter of 2016. Return on assets for the six months ended June 30, 2016 was 1.48% compared to .98% for the six months ended June 30, 2015.

Norman L. Lowery, President and Chief Executive Officer, commented, "We are pleased with our second quarter 2016 results. We continue to see increases in our interest income, have lower credit costs, and increases in most areas of our non-interest income. It was a very well-rounded quarter."

Book value per share was $33.89 at June 30, 2016, a 9.0% increase from the $31.09 at June 30, 2016. Shareholders' equity increased 3.6% to $413.2 million from $399.1 million on June 30, 2015.

On February 3, 2016 the Corporation announced a stock repurchase plan to acquire 5% of the Corporation's outstanding common stock. During the second quarter of 2016 the corporation repurchased 72,174 shares as part of the repurchase plan, bringing the total shares repurchased to date to 558,174.

Average total loans for the second quarter of 2016 were $1.78 billion, an increase of $13.0 million or .7%, versus the $1.77 billion for the comparable period in 2015. Total loans outstanding were $1.80 billion, an increase from $1.78 billion as of June 30, 2015. On a linked quarter basis, average total loans increased $24.0 million, or 1.37%, from $1.76 billion for the quarter ending March 31, 2016.

Average total deposits for the quarter ended June 30, 2016 were $2.42 billion versus $2.46 billion as of June 30, 2015. On a linked quarter basis, average deposits increased $4 million to $2.42 billion for the quarter ending June 30, 2016.

The company's tangible common equity to tangible asset ratio was 12.89% at June 30, 2016, compared to 12.15% at June 30, 2015.

Net interest income for the second quarter of 2016 was $26.1 million compared to the $25.9 million reported for the same period of 2015. The net interest margin for the six months ended June 30, 2016 increased to 4.05% compared to the 4.00% reported at June 30, 2015.

The provision for loan losses for the three months ended June 30, 2016 was $435 thousand compared to $1.15 million for the second quarter of 2015. Net charge-offs were $856 thousand for the second quarter of 2016 compared to $938 thousand in the same period of 2015. The Corporation's allowance for loan losses as of June 30, 2016 was $19.5 million compared to $19.9 million as of June 30, 2015. The allowance for loan losses as a percent of total loans was 1.08% as of June 30, 2016 compared to 1.11% as of June 30, 2015.

Nonperforming loans decreased 23.1% to $27.6 million as of June 30, 2016 versus $35.8 million as of June 30, 2015. The ratio of nonperforming loans to total loans and leases was 1.53% as of June 30, 2016 versus 2.01% as of June 30, 2015.

Non-interest income for the three months ended June 30, 2016 was $8.2 million compared to $9.8 million as of June 30, 2015. The decline was primarily related to the sale of the Corporation's insurance subsidiary, which reduced insurance commissions by $1.9 million quarter-over-quarter.

Non-interest expense for the three months ended June 30, 2016 decreased $2.6 million to $22.8 million compared to $25.3 million in 2015. On a year-over-year basis, salaries and employee benefits decreased $3.4 million, driven by lower health insurance and pension expense. The Corporation's efficiency ratio was 53.69% for the six months ending June 30, 2016 versus 65.84% for the same period in 2015.

First Financial Corporation is the holding company for First Financial Bank N.A. in Indiana and Illinois, and The Morris Plan Company of Terre Haute.

                                                                            
                             Three Months Ended           Six Months Ended  
                        June 30,  March 31,   June 30,   June 30,   June 30,
                            2016       2016       2015       2016       2015
END OF PERIOD                                                               
 BALANCES                                                                   
  Assets              $2,958,016 $2,939,240 $2,973,821 $2,958,016 $2,973,821
  Deposits            $2,394,334 $2,400,655 $2,398,574 $2,394,334 $2,398,574
  Loans               $1,802,810 $1,763,659 $1,783,788 $1,802,810 $1,783,788
  Allowance for Loan                                                        
   Losses             $   19,504 $   19,926 $   19,861 $   19,504 $   19,861
  Total Equity        $  413,224 $  411,912 $  399,058 $  413,224 $  399,058
  Tangible Common                                                           
   Equity             $  376,472 $  375,000 $  355,997 $  376,472 $  355,997
                                                                            
AVERAGE BALANCES                                                            
  Total Assets        $2,947,153 $2,959,007 $2,990,020 $2,953,080 $2,989,087
  Earning Assets      $2,747,214 $2,724,926 $2,760,188 $2,736,070 $2,754,459
  Investments         $  945,948 $  955,996 $  977,537 $  950,972 $  973,426
  Loans               $1,781,201 $1,757,811 $1,768,758 $1,769,506 $1,764,641
  Total Deposits      $2,422,302 $2,418,668 $2,462,284 $2,420,485 $2,461,842
  Interest-Bearing                                                          
   Deposits           $1,877,092 $1,873,070 $1,915,213 $1,875,081 $1,916,361
  Interest-Bearing                                                          
   Liabilities        $   44,852 $   46,026 $   43,413 $   45,439 $   44,101
  Total Equity        $  406,382 $  414,974 $  407,387 $  410,678 $  404,405
                                                                            
INCOME STATEMENT DATA                                                       
  Net Interest Income $   26,059 $   26,157 $   25,924 $   52,216 $   51,919
  Net Interest Income                                                       
   Fully Tax                                                                
   Equivalent         $   27,602 $   27,692 $   27,491 $   55,293 $   55,050
  Provision for Loan                                                        
   Losses             $      435 $      835 $    1,150 $    1,270 $    2,600
  Non-interest Income $    8,214 $   21,484 $    9,778 $   30,580 $   19,839
  Non-interest                                                              
   Expense            $   22,760 $   22,465 $   25,310 $   46,107 $   49,303
  Net Income          $    8,232 $   13,675 $    6,923 $   21,907 $   14,684
                                                                            
PER SHARE DATA                                                              
  Basic and Diluted                                                         
   Net Income Per                                                           
   Common Share       $     0.68 $     1.08 $     0.54 $     1.76 $     1.14
  Cash Dividends                                                            
   Declared Per                                                             
   Common Share       $     0.50 $        - $     0.49 $     0.50 $     0.49
  Book Value Per                                                            
   Common Share       $    33.89 $    33.58 $    31.09 $    33.89 $    31.09
  Tangible Book Value                                                       
   Per Common Share   $    30.88 $    30.57 $    28.23 $    30.91 $    27.74
  Basic Weighted                                                            
   Average Common                                                           
   Shares Outstanding     12,236     12,646     12,903     12,441     12,925
                                                                            
Key Ratios                      Three Months Ended        Six Months Ended  
                          June 30,  March 31,  June 30,  June 30,  June 30, 
                            2016       2016      2015      2016      2015   
Return on average assets      1.12%      1.85%     0.93%     1.48%     0.98%
Return on average common                                                    
 shareholder's equity         8.04%     13.28%     6.80%    10.67%     7.26%
Efficiency ratio             63.55%     45.68%    67.91%    53.69%    65.84%
Average equity to average                                                   
 assets                      13.89%     13.92%    13.62%    13.91%    13.53%
Net interest margin           4.04%      4.06%     3.99%     4.05%     4.00%
Net charge-offs to                                                          
 average loans and leases     0.19%      0.19%     0.14%     0.19%     0.18%
Loan and lease loss                                                         
 reserve to loans and                                                       
 leases                       1.08%      1.13%     1.11%     1.08%     1.11%
Loan and lease loss                                                         
 reserve to nonperforming                                                   
 loans and other real                                                       
 estate                      70.76%     84.38%    55.45%    70.76%    55.45%
Nonperforming loans to                                                      
 loans                        1.53%      1.50%     2.01%     1.53%     2.01%
Tier 1 leverage              13.08%     13.05%    12.62%    13.08%    12.62%
Risk-based capital - Tier                                                   
 1                           17.46%     17.81%    17.30%    17.46%    17.30%
                                                                            
Asset Quality                  Three Months Ended         Six Months Ended  
                          June 30,  March 31,  June 30,  March 31,  June 30,
                            2016      2016       2015      2016       2015  
Accruing loans and                                                          
 leases past due 30-89                                                      
 days                    $   7,435 $    7,292 $   5,193 $    7,435 $   5,193
Accruing loans and                                                          
 leases past due 90 days                                                    
 or more                 $   1,044 $      858 $     690 $    1,044 $     690
Nonaccrual loans and                                                        
 leases                  $  14,526 $   13,248 $  16,553 $   14,526 $  16,553
Nonperforming loans      $  27,562 $   23,615 $  35,819 $   27,562 $  35,819
Other real estate owned  $   2,837 $    2,850 $   3,625 $    2,837 $   3,625
Total nonperforming                                                         
 assets                  $  38,998 $   39,617 $  50,630 $   38,998 $  50,630
Total troubled debt                                                         
 restructurings          $   9,155 $    9,509 $  14,951 $    9,155 $  14,951
Gross charge-offs        $   1,842 $    1,640 $   1,823 $    3,482 $   3,302
Recoveries               $     986 $      785 $     885 $    1,771 $   1,724
Net charge-                                                                 
 offs/(recoveries)       $     856 $      855 $     938 $    1,711 $   1,578
                                                                            
                         CONSOLIDATED BALANCE SHEETS                        
            (Dollar amounts in thousands, except per share data)            
                                                    June 30,   December 31, 
                                                      2016         2015     
                                                   ---------- --------------
                                                          (unaudited)       
                                                   -------------------------
ASSETS                                                                      
Cash and due from banks                            $  55,438  $      88,695 
Federal funds sold                                     5,500          9,815 
Securities available-for-sale                        876,538        891,082 
Loans:                                                                      
                                                    1,082,46                
Commercial                                                 1      1,043,980 
Residential                                          430,082        444,447 
Consumer                                             287,308        272,896 
                                                   ---------- --------------
                                                    1,799,85                
                                                           1      1,761,323 
(Less) plus:                                                                
Net deferred loan costs                                2,959          2,485 
Allowance for loan losses                            (19,504)       (19,946)
                                                   ---------- --------------
                                                    1,783,30                
                                                           6      1,743,862 
Restricted stock                                      10,848         10,838 
Accrued interest receivable                           10,869         11,733 
Premises and equipment, net                           49,353         50,531 
Bank-owned life insurance                             83,023         82,323 
Goodwill                                              34,355         39,489 
Other intangible assets                                2,397          3,178 
Other real estate owned                                2,837          3,466 
Other assets                                          43,552         44,573 
                                                   ---------- --------------
                                                    2,958,01                
TOTAL ASSETS                                       $       6  $   2,979,585 
                                                   ========== ==============
                                                                            
LIABILITIES AND SHAREHOLDERS' EQUITY                                        
Deposits:                                                                   
Non-interest-bearing                               $ 527,461  $     563,302 
Interest-bearing:                                                           
Certificates of deposit exceeding the FDIC                                  
 insurance limits                                     44,664         46,753 
                                                    1,822,20                
Other interest-bearing deposits                            9      1,832,314 
                                                   ---------- --------------
                                                    2,394,33                
                                                           4      2,442,369 
Short-term borrowings                                 62,247         33,831 
FHLB advances                                         10,828         12,677 
Other liabilities                                     77,383         80,392 
                                                   ---------- --------------
                                                    2,544,79                
TOTAL LIABILITIES                                          2      2,569,269 
                                                                            
Shareholders' equity                                                        
Common stock, $.125 stated value per share;                                 
Authorized shares-40,000,000                                                
Issued shares-14,578,758 in 2016 and 14,557,815 in                          
 2015                                                                       
Outstanding shares-12,193,181 in 2016 and                                   
 12,740,018 in 2015                                    1,818          1,817 
Additional paid-in capital                            73,737         73,396 
Retained earnings                                    411,423        395,633 
Accumulated other comprehensive loss                  (3,493)        (9,401)
Less: Treasury shares at cost-2,385,577 in 2016                             
 and 1,817,797 in 2015                               (70,261)       (51,129)
                                                   ---------- --------------
TOTAL SHAREHOLDERS' EQUITY                           413,224        410,316 
                                                   ---------- --------------
                                                    2,958,01                
TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY         $       6  $   2,979,585 
                                                   ========== ==============
                                                                            
         CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME         
            (Dollar amounts in thousands, except per share data)            
                        Three Months Ended June                             
                                  30,             Six Months Ended June 30, 
                           2016         2015          2016         2015     
                       ------------ ------------- ------------ -------------
                        (unaudited)  (unaudited)   (unaudited)  (unaudited) 
                       ------------ ------------- ------------ -------------
INTEREST INCOME:                                                            
Loans, including                                                            
 related fees          $     21,271 $     20,763  $     42,455 $     41,570 
Securities:                                                                 
Taxable                       3,694        3,991         7,525        8,052 
Tax-exempt                    1,818        1,790         3,640        3,569 
Other                           367          433           731          864 
TOTAL INTEREST INCOME        27,150       26,977        54,351       54,055 
                       ------------ ------------- ------------ -------------
INTEREST EXPENSE:                                                           
Deposits                      1,030          997         2,017        2,017 
Short-term borrowings            26           19            49           32 
Other borrowings                 35           37            69           87 
                       ------------ ------------- ------------ -------------
TOTAL INTEREST EXPENSE        1,091        1,053         2,135        2,136 
                       ------------ ------------- ------------ -------------
NET INTEREST INCOME          26,059       25,924        52,216       51,919 
Provision for loan                                                          
 losses                         435        1,150         1,270        2,600 
                       ------------ ------------- ------------ -------------
NET INTEREST INCOME                                                         
 AFTER PROVISION                                                            
FOR LOAN LOSSES              25,624       24,774        50,946       49,319 
NON-INTEREST INCOME:                                                        
Trust and financial                                                         
 services                     1,292        1,253         2,626        2,745 
Service charges and                                                         
 fees on deposit                                                            
 accounts                     2,601        2,543         5,105        4,869 
Other service charges                                                       
 and fees                     3,149        3,000         6,149        5,838 
Securities                                                                  
 gains/(losses), net             10           10            13           14 
Insurance commissions            33        1,956         2,305        3,509 
Gain on sale of                                                             
 certain assets and                                                         
 liabilities of                                                             
 insurance brokerage                                                        
 operation                        -            -        13,021            - 
Gain on sales of                                                            
 mortgage loans                 481          542           885          901 
Other                           648          474           476        1,963 
                       ------------ ------------- ------------ -------------
TOTAL NON-INTEREST                                                          
 INCOME                       8,214        9,778        30,580       19,839 
                       ------------ ------------- ------------ -------------
NON-INTEREST EXPENSE:                                                       
Salaries and employee                                                       
 benefits                    13,142       15,084        26,737       30,142 
Occupancy expense             1,722        1,702         3,453        3,566 
Equipment expense             1,808        1,702         3,645        3,474 
FDIC Expense                    403          450           854          880 
Other                         5,685        6,372        11,418       11,241 
                       ------------ ------------- ------------ -------------
TOTAL NON-INTEREST                                                          
 EXPENSE                     22,760       25,310        46,107       49,303 
                       ------------ ------------- ------------ -------------
INCOME BEFORE INCOME                                                        
 TAXES                       11,078        9,242        35,419       19,855 
Provision for income                                                        
 taxes                        2,846        2,319        13,512        5,171 
                       ------------ ------------  ------------ -------------
NET INCOME                    8,232        6,923        21,907       14,684 
OTHER COMPREHENSIVE                                                         
 INCOME                                                                     
Change in unrealized                                                        
 gains/losses on                                                            
 securities, net of                                                         
 reclassifications and                                                      
 taxes                        1,262       (7,564)        5,300       (2,802)
Change in funded                                                            
 status of post                                                             
 retirement benefits,                                                       
 net of taxes                   304          819           608        3,283 
                       ------------ ------------- ------------ -------------
COMPREHENSIVE INCOME   $      9,798 $        178  $     27,815 $     15,165 
                       ============ ============= ============ =============
PER SHARE DATA                                                              
Basic and Diluted                                                           
 Earnings per Share    $       0.68 $       0.54  $       1.76 $       1.14 
                       ============ ============= ============ =============
Weighted average                                                            
 number of shares                                                           
 outstanding (in                                                            
 thousands)                  12,236       12,903        12,441       12,925 
                       ============ ============= ============ =============

FIRST FINANCIAL CORPORATION
One First Financial Plaza
Terre Haute, Indiana 47807
(812) 238-6000


For more information contact:
Rodger A. McHargue at (812) 238-6334


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