UPDATE: Regional Banks Show No Turnaround In Sight
21 April 2009 - 9:10PM
Dow Jones News
From Minnesota to Alabama, battered regional banks are warning 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 make 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.
"We're now dealing with an extreme recession, and the continued
resolution of the over-indebted consumer," said Nancy Bush, an
independent bank analyst. "This is not a 2009 phenomenon, but
something we'll possibly deal with into 2011 to 2012."
There was evidence of recession-minded consumers in the latest
batch of earnings, she said. The banks reported a surge in deposits
as Americans saved more, and there was a stream of refinancings due
to decade-low interest rates.
For instance, U.S. Bancorp posted record revenue from mortgage
income during the quarter and an influx of new deposits. But the
sixth-largest bank by deposits still reported charge-offs from
delinquent accounts spiked higher by 25%. That rise caused profit
to slide for the fourth-consecutive quarter, down 51% to $529
million.
CEO Richard Davis sees trouble ahead for areas like construction
and development loans. He boosted U.S. Bancorp's 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 $488 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 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 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