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    CIVB
    Earnings call· Jun 2026(Q2 FY26)

    CIVISTA BANCSHARES, INC. CIVB

    Jul 23, 2026 Source

    Executive summary

    Civista Bancshares Q2 FY26 — Strong PPNR Growth and NIM Expansion

    Civista Bancshares delivered a strong Q2 FY26, marked by significant year-over-year growth in net income and pre-provision net revenue, alongside continued net interest margin expansion. The company demonstrated disciplined funding management, reducing brokered deposits and managing costs, while also achieving solid loan growth despite elevated payoffs. Management is focused on internal investments in technology and talent to drive future organic growth, with a leadership transition planned for the upcoming quarter.

    Highlights

    5
    • Net income increased by $3.3 million or 30% YoY to $14.3 million.

    • Pre-provision net revenue (PPNR) increased by $5 million or 36% YoY.

    • Net interest margin (NIM) expanded by 4 basis points to 3.89%.

    • Tangible book value per share grew for the seventh consecutive quarter to $20.43.

    • Efficiency ratio improved to 58.2% from 60.1% linked quarter and 64.5% prior year.

    Concerns

    4
    • Net income declined by $674,000 QoQ.

    • Noninterest income declined by $424,000 QoQ due to non-recurring items.

    • Total deposits declined $44 million or 1.2% QoQ.

    • Cost of core deposits increased by 4 basis points QoQ to 1.59%.

    Guidance & targets

    9
    CategoryTargetConfidence
    Loan portfolio growth rate
    Mid-single-digit rate
    high materiality
    High
    Noninterest expense
    $29.6 million to $30 million
    medium materiality
    High
    Noninterest expense
    $29.6 million to $30 million
    medium materiality
    High
    Net Interest Margin (NIM)
    Flat from Q2, plus or minus 1 to 2 basis points
    high materiality
    Medium
    Net Interest Margin (NIM)
    Another 1 to 2 basis points of expansion (ending in upper 3.80s to low 3.90s)
    high materiality
    Medium
    Brokered deposit reduction
    $25 million
    medium materiality
    High
    Brokered deposit reduction
    $25 million
    medium materiality
    High
    Noninterest income
    $9 million to $9.3 million
    medium materiality
    Medium
    Noninterest income
    Flat (relative to Q3 guidance)
    medium materiality
    Medium

    Operational metrics

    39
    Pre-provision net revenue
    $18.9 million+36% YoY, +9% QoQ
    Q2 FY26
    Cost of funds
    1.94%-37 bps YoY, -2 bps QoQ
    Q2 FY26
    Cost of deposits
    1.83%-13 bps YoY, +2 bps QoQ
    Q2 FY26
    Cost of core deposits
    1.59%+4 bps QoQ
    Q2 FY26
    Brokered funding reduction
    $276 million-44%
    Last 8 quarters
    Brokered CDs repriced
    $150 million
    Q2 FY26

    Replaced with $125 million of CDs laddered over the next 9 months.

    New organic loan production
    $351 million
    Q2 FY26
    Loan payoffs
    $68 million
    Q2 FY26

    Partially offset loan growth.

    Year-to-date organic loan production
    $565 millionvs $405 million prior year
    YTD FY26
    Year-to-date loan payoffs
    $151 millionvs $46 million prior year
    YTD FY26

    Described as 'good payoffs' from successful real estate projects or acquired operating companies.

    Undrawn construction lines
    $250 millionvs $175 million (March 31), vs $161 million (December 31)
    As of June 30, 2026
    New/renewed commercial loan average rate
    6.68%
    Q2 FY26
    Residential real estate loan average rate
    6.32%
    Q2 FY26
    Leasing division loan/lease average rate
    9.05%
    Q2 FY26
    Loans secured by office buildings
    4.6%
    As of June 30, 2026

    Predominantly single or two-story offices located outside central business districts.

    CRE to risk-based capital ratio
    262%
    As of June 30, 2026

    Company remains mindful of nonowner-occupied CRE concentration and focuses on diversification.

    Residential mortgage loan pipeline growth
    +14%YoY
    As of June 30, 2026
    Commercial loan pipeline growth
    +42%YoY
    As of June 30, 2026
    Total deposits decline
    $44 million-1.2% QoQ
    Q2 FY26

    Partially due to $25 million reduction in brokered deposits and tax payments/municipal fund collections.

    Average deposit account size (excluding CDs)
    ~$29,000
    Q2 FY26

    Reflects fairly granular deposit base.

    Public funds
    $519 million
    Q2 FY26

    Primarily operating accounts with various municipalities.

    Securities portfolio
    $670 million
    Q2 FY26

    Classified as available for sale.

    Cash balances + securities
    21%
    Q2 FY26

    Represents a significant source of liquidity.

    Unrealized losses on securities
    $34.9 million
    Q2 FY26

    Associated with available-for-sale securities.

    Dividend per share
    $0.18Consistent with prior quarter
    Q2 FY26
    Noninterest income QoQ decline
    $424,000
    Q2 FY26

    Primary driver was $444,000 in other income recognized in Q1 from captive insurance claims that did not materialize.

    Noninterest income YTD increase
    $4 million+27.6% YoY
    YTD FY26

    Drivers include increased fees from business customers, overdraft fees, sales volume on loans/leases, and nonrecurring adjustments from leasing division's core system conversion.

    Noninterest expense QoQ decrease
    $1.2 million-4.1% QoQ
    Q2 FY26

    Attributable to reductions in compensation, contracted data processing, professional services, and equipment expense associated with Farmers Savings Bank.

    Noninterest expense YoY increase
    $1.2 million+4.3% YoY
    Q2 FY26

    Attributable to increases in compensation, marketing, amortization on core deposit intangible, and software maintenance, partially offset by reductions in FDIC assessment and professional services.

    Effective tax rate
    16.66%
    Q2 FY26
    Effective tax rate YTD
    16.72%
    YTD FY26
    Commercial loan portfolio repricing
    $880 million
    Next 30 days

    Most of this is floating rate.

    Commercial loan portfolio repricing
    ~$1 billion
    Next 6 months
    Commercial loan portfolio repricing
    ~$1.14 billion
    Next 12 months

    Represents about 50% of the commercial portfolio.

    Purely floating rate loans
    ~$900 million to $1 billion
    Q2 FY26

    Reprices in 30 days or less.

    AI investments
    Q2 FY26

    Minor investments made. No real efficiencies gained at this time.

    Robotics process automation (RPA)
    Q2 FY26

    Seeing good results.

    Sub-debt maturity
    December

    The company is analyzing how to handle the sub-debt coming due in December as part of capital allocation.

    Non-depository financial institution financing exposure
    Q2 FY26

    The company has no exposure in this area.

    Industry KPIs

    12
    MetricValueDetails
    Loans$25 millionUSD
    Deposits$44 millionUSD
    Rotce ROE10.23%%
    Capital returns$0.18USD per share
    Fee income lines$9 millionUSD
    Allowance reserves1.28%%
    Net interest income$38.6 millionUSD
    Net interest margin3.89%%
    Net charge offs npls$74,000USD
    Total operating expenses$28.7 millionUSD
    Provision for credit losses$1.3 millionUSD
    Efficiency ratio operating leverage58.2%%

    Risks & headwinds

    4
    Macroeconomic uncertaintiesOngoing

    Unquantified

    Mitigation: Maintaining strong capital levels, disciplined credit underwriting.

    Competitive deposit pricingOngoing

    Described as "very competitive" with "irrational rates" in all markets.

    Mitigation: Focus on core operating accounts, leveraging new hires in treasury management and private banking to attract deposits, reducing brokered funding.

    Elevated loan payoffsH1 FY26

    $68 million in Q2 FY26, $151 million YTD FY26.

    Mitigation: Anticipate payoffs to subside in H2, strong loan pipelines. Payoffs described as 'good payoffs' from successful projects.

    Nonowner-occupied CRE concentrationOngoing

    CRE to risk-based capital ratio of 262%.

    Mitigation: Focus on diversifying loan portfolio; office building loans are only 4.6% of total and are generally single/two-story outside CBDs.

    What to watch in Q3 FY26

    5

    Net Interest Margin (NIM) trajectory

    Q3 FY26, Q4 FY26
    Current3.89% (Q2 FY26)
    TargetFlat to +1-2 bps in Q3, +1-2 bps in Q4 (upper 3.80s to low 3.90s)

    Why it matters

    NIM expansion is a key driver of profitability for banks, and management has provided specific guidance for the next two quarters.

    So right now, if we think of no rate movement, we would expect Q3 to be flat from where we are, plus or minus 1 to 2 basis points. And then in Q4, we could see another 1 to 2 basis points of expansion. So we could end up in the upper 380s to low 3.90s.

    Q&A highlights

    8

    Inquired about the sustainability of the lower expense level and future growth expectations.

    Management expects Q3 and Q4 expenses to be in the $29.6 million to $30 million range, up from Q2's $28.7 million, due to reinvestments in revenue-producing colleagues, marketing, and technology.

    I think we expect our expenses to be in that $29.6 million to $30 million in Q3 and probably Q4 about the same.

    asked by Jeff Rulis · answered by Ian Whinnem

    3 min read7 chapters

    Detailed Narrative

    01

    Financial Performance Overview

    Civista Bancshares reported Q2 FY26 net income of $14.3 million, or $0.69 per diluted share, marking a 30% increase year-over-year. Pre-provision net revenue (PPNR) saw a substantial 36% year-over-year increase, reaching $18.9 million. The company's ROA stood at 1.34% and ROE at 10.23% for the quarter, reflecting strong profitability. Tangible book value per share continued its growth trend, reaching $20.43, representing an average return of 15.5% over the last eight quarters.

    02

    Net Interest Margin Expansion & Funding Strategy

    Net interest income was $38.6 million, up 2% linked quarter, driven by a 1 basis point increase in earning asset yield to 5.67% and a 2 basis point decline in overall funding cost to 1.94%. This resulted in a 4 basis point NIM expansion to 3.89%. The cost of funds decreased by 37 basis points YoY and 2 basis points QoQ. The company successfully reduced brokered funding by $276 million (44%) over the last eight quarters, including a $25 million reduction this quarter, replacing $150 million of maturing brokered CDs with new CDs at a 12 basis point lower rate.

    03

    Loan Growth & Portfolio Quality

    Total loans and leases grew by $25 million, an annualized rate of 3.1%, despite $68 million in early payoffs. Organic loan production was $351 million for the quarter, with year-to-date production at $565 million. The residential mortgage loan pipeline was up 14% and the commercial loan pipeline up 42% over the prior year. New commercial loans were originated at an average rate of 6.68%, residential at 6.32%, and leases at 9.05%. Loans secured by office buildings constitute only 4.6% of the total portfolio, and the CRE to risk-based capital ratio was 262%.

    04

    Capital Management & Allocation

    Civista maintains strong regulatory capital and tangible common equity ratios, which continue to grow. The company declared a quarterly dividend of $0.18 per share, representing a 2.55% yield and a 26.14% payout ratio. While no shares were repurchased this quarter, management continues to evaluate buyback opportunities. The focus for capital deployment is currently on internal investments in technology, people (including new producers in lending, treasury management, and private banking), and infrastructure, with a view that these generate higher long-term returns.

    05

    Noninterest Income & Expense Management

    Noninterest income was $9 million, a $424,000 decline QoQ due to non-recurring📎 items from Q1, but up $4 million or 27.6% YoY to $18.4 million year-to-date, driven by service charges, net gains on mortgage loan/lease sales, and lease revenue adjustments. Noninterest expense decreased $1.2 million or 4.1% QoQ to $28.7 million, attributed to reductions in compensation, data processing, and professional services. The efficiency ratio improved significantly to 58.2% for the quarter.

    06

    Leadership Transition

    President and CEO Dennis Shaffer announced this would be his final earnings call in that role, transitioning to Chairman of the Board. Chuck Parcher will assume the role of President and CEO next month, with Shaffer expressing confidence in Parcher and the leadership team for continued success.

    07

    Credit Quality

    The company made a $1.3 million provision to the allowance for loan losses and a $519,000 provision for undrawn construction lines. Net charge-offs were $74,000. The allowance for credit losses to total loans remained consistent at 1.28%, and the allowance to nonperforming loans improved slightly to almost 137%. Management noted no systemic credit issues and strong credit quality across Ohio and Southeastern Indiana.

    AI-generated summary of the company’s earnings call. Not investment advice.