Eagle Bancorp reports $69.8 million net loss in Q2 amid office loan issues

Published 23/07/2025, 21:58
Eagle Bancorp reports $69.8 million net loss in Q2 amid office loan issues

BETHESDA, Md. - Eagle Bancorp, Inc. (NASDAQ:EGBN), the parent company of EagleBank with a market capitalization of $653 million, reported a net loss of $69.8 million or $2.30 per share for the second quarter ended June 30, 2025, compared to net income of $1.7 million in the first quarter. According to InvestingPro analysis, while the company is currently trading below its Fair Value, analysts expect a return to profitability this year.

The significant loss was primarily attributed to a $111.9 million increase in provision expense as the bank took decisive action to address risk in its loan portfolio, particularly in its office real estate holdings. InvestingPro data shows the company maintains a FAIR financial health score, with particularly strong cash flow metrics despite recent challenges.

Despite the quarterly loss, the company’s pre-provision net revenue increased to $30.7 million from $28.4 million in the previous quarter, reflecting an expansion of the net interest margin to 2.37% from 2.28%.

The allowance for credit losses as a percentage of total loans rose to 2.38% at quarter-end, up from 1.63% in the prior quarter. Coverage for performing office loans increased substantially to 11.54% from 5.78% in the previous quarter.

Nonperforming assets increased by $26 million to $228.9 million, representing 2.16% of total assets compared to 1.79% at the end of March. Net charge-offs for the quarter were $83.9 million, resulting in an annualized quarterly net charge-off rate of 4.22%.

Total loans decreased 2.8% to $7.7 billion, while total deposits declined 1.7% to $9.1 billion. The bank reduced its reliance on short-term borrowings, which decreased by 89.8% to $50 million.

"Our core profitability improvement this quarter, evident in the growth of pre-provision net revenue, expansion of core deposits, and reduced reliance on wholesale and brokered funding, reflects our disciplined execution of our strategic plan," said Susan G. Riel, Chair, President, and Chief Executive Officer of Eagle Bancorp.

The company maintained strong capital levels with a common equity tier one capital ratio of 14.01% and a tangible common equity ratio exceeding 10%.

Eagle Bancorp also announced a quarterly cash dividend of $0.165 per share, payable on August 29, 2025, to shareholders of record on August 8, 2025.

The information in this article is based on a company press release statement.

In other recent news, Eagle Bancorp reported its first-quarter earnings for 2025, which fell short of expectations. The company’s earnings per share (EPS) was $0.06, significantly below the anticipated $0.49, and its revenue reached $73.86 million, missing the forecasted $77.53 million. Additionally, shareholders have approved the 2025 Eagle Bancorp Equity Incentive Plan during the Annual Meeting of Shareholders. This plan is designed to provide equity-based awards to eligible employees, officers, and directors. During the same meeting, eight directors were elected to serve until the 2026 Annual Meeting, and Crowe LLP was ratified as the independent registered public accounting firm for the fiscal year ending December 31, 2025. In analyst news, Jefferies initiated coverage on Eagle Bancorp with a Hold rating and set a price target of $20.00. The rating reflects concerns about the company’s credit quality, particularly its exposure to commercial real estate, construction, and office loans. These developments highlight ongoing financial challenges for Eagle Bancorp amid economic uncertainty.

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