Regional Banks Show No Turnaround In Sight
21 April 2009 - 7:29PM
Dow Jones News
From Minnesota to Alabama, battered regional banks are warning
that a turnaround from the economic malaise is nowhere in
sight.
A series of large regional banks reported Tuesday that rising
losses from bad loans plagued first-quarter results. And, that's
forced names like U.S. Bancorp (USB), Regions Financial Corp. (RF),
and others to put more money aside to fortify against another wave
of defaults.
It demonstrates not just massive U.S. institutions like Bank of
America Corp. (BAC) are reeling as the industry pays for extending
credit to shaky borrowers. Smaller players scattered across the
country are also feeling the pain, telling investors a protracted
recession means things will get worse before they get better.
"No significant turnaround will occur this year," Huntington
Bancshares Inc. (HBAN) Chief Executive Stephen Steinour said after
the Columbus, Ohio-based bank posted a $2.43 billion quarterly
loss. He announced a nearly $300 million credit loss provision as
the bank faces a stream of potential losses from commercial
loans.
Huntington is just one example of a bank struggling as a
troubled economy and tight credit environment makes it more
difficult for consumer and business borrowers to pay their debt.
Falling stock markets and rising unemployment also illustrate the
breadth and depth of the economic stress, regional bank CEOs
said.
Investors have been paying particular attention to regional
banks after BofA and Citigroup Inc. (C) reported
better-than-expected results through largely one-time gains and
accounting changes. Regionals, which typically focus on
bread-and-butter operations like lending and deposits, offer a
purer snapshot of the industry.
At U.S. Bancorp., the sixth-largest bank by deposits,
charge-offs from delinquent accounts spiked 25%. That caused profit
to slide for the fourth-consecutive quarter, down 51% to $529
million.
Results still beat Wall Street projections, though CEO Richard
Davis sees trouble ahead for areas like construction and
development loans. He boosted the provision for future loan losses
by $530 million on expectations conditions will deteriorate
further.
"There is a slowing down of ... consumer appetite and commercial
appetite in the last couple of weeks, maybe the last half of the
quarter," he told analysts. "I think there is a reason to believe
that as the cycle matures, people are becoming a little more
careful."
Regions, based in Birmingham, Ala., reported defaults by
developers and other bad loans pushed profit down 77% to $77
million. The bank, whose losses more than doubled from a year
earlier, also reported that nonperforming loans increased more than
anticipated.
Buffalo, N.Y.-based M&T Bank Corp. (MTB), which counts
Warren Buffett among its largest shareholders, said profit plunged
68% to $64.2 million. The bank more than doubled its provision for
credit losses to $158 million as charge-offs mount.
KeyCorp (KEY), hit hard by troubled commercial loans, was forced
to slash its quarterly dividend to raise an additional $100 million
in capital each year. The move came after the Cleveland-based bank
lost $536 million during the quarter, and added $857 million to its
provision for future loan losses.
Investors were also worried if banks will need more government
assistance as loan losses increase in the coming quarters. The
Treasury Department said Tuesday that it has about $110 billion
left of its $700 billion financial rescue fund, though that amount
could grow as bigger banks pay back the aid.
However, shares of regional banks recovered from initial steep
losses Tuesday after Treasury Secretary Timothy Geithner said most
U.S. banks have adequate capital and that there are signals credit
markets are on the mend. He made the comments during testimony
before the financial bailout package's congressional oversight
panel.
-By Joe Bel Bruno, Dow Jones Newswires; 201-938-4047;
joe.belbruno@dowjones.com