Glacier Bancorp Q3 earnings miss estimates despite 33% profit growth

Published 16/10/2025, 21:14
 Glacier Bancorp Q3 earnings miss estimates despite 33% profit growth

KALISPELL, Mont. - Glacier Bancorp, Inc. (NYSE:GBCI) reported third quarter net income of $67.9 million, or $0.57 per diluted share, missing analyst estimates of $0.61 per share despite showing significant year-over-year growth. Revenue slightly exceeded expectations at $260.73 million versus the consensus estimate of $259.83 million.

GBCI shares were trading flat after-hours, following the release

The Montana-based bank holding company saw its quarterly profit increase by 33% compared to the $51.1 million reported in the same quarter last year. Net interest income rose 25% year-over-year to $225 million, driven by higher loan yields and improved funding costs.

"We are pleased with the continuation of very favorable trends across the Company and the strong results we reported this quarter," said Randy Chesler, President and Chief Executive Officer. "We closed our acquisition of Guaranty Bank in Texas on October 1 and look forward to expanding into Texas with the impressive Guaranty team leading the way."

The bank’s loan portfolio grew to $18.79 billion, increasing $258 million or 6% annualized during the quarter. Total deposits rose to $21.87 billion, up $242 million or 4% annualized from the previous quarter.

Glacier’s net interest margin improved significantly to 3.39%, an increase of 18 basis points from the prior quarter and 56 basis points from the same period last year. This improvement was primarily driven by higher loan yields and decreased funding costs.

"The continued remix of lower yield securities cash flow into higher yield loans combined with the continued reduction in the cost of deposits and wholesale funding were a primary driver of the 18 basis points increase in the net interest margin for the current quarter," said Ron Copher, Chief Financial Officer.

Non-performing assets increased to 0.19% of subsidiary assets, up from 0.10% in the prior year third quarter, reflecting some deterioration in credit quality.

The company declared a quarterly dividend of $0.33 per share, marking its 162nd consecutive quarterly dividend.

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