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Carter Bankshares Q1 Net Income Soars to $85.8M

Carter Bankshares reported first-quarter 2026 net income of $85.8 million, or $3.88 diluted earnings per share, up sharply from $8.5 million, or $0.38 per share, in the fourth quarter of 2025 and $9.0 million, or $0.39 per share, in the first quarter of 2025.

The jump was driven largely by the March 26 sale of a large nonperforming loan relationship, which brought in $289.5 million in cash. Immediately before the sale, the loans carried an aggregate principal balance of $209.5 million, were all nonperforming and on nonaccrual status, and had $18.0 million of specific reserves attached. The company booked an $80.0 million net gain tied to the transaction, consisting of a $65.0 million gain and a $15.0 million net recovery. Management said the deal added $3.50 to diluted EPS and lifted both book value per share and tangible book value per share by $3.49.

Net interest income rose to $35.9 million from $34.6 million in the prior quarter and $30.1 million a year earlier. On an FTE basis, net interest income was $36.1 million, up 3.8% from the fourth quarter and 19.0% from the first quarter of 2025. Net interest margin improved to 3.07% from 2.92% in the prior quarter and 2.68% a year earlier.

Noninterest income surged to $71.0 million from $5.3 million in the fourth quarter and $6.9 million in the first quarter of 2025, almost entirely because of the $65.0 million gain on the loan sale.

Noninterest expense was $31.0 million, essentially flat with the prior quarter, but up from $28.0 million a year earlier.

Credit metrics moved dramatically lower after the transaction. Nonperforming loans fell to $24.0 million at March 31, 2026 from $244.0 million at December 31, 2025 and $261.4 million a year earlier. Nonperforming assets dropped to $27.4 million from $244.1 million and $262.0 million, respectively. Nonperforming loans as a share of total portfolio loans fell to 0.64% from 6.29% in the prior quarter and 7.09% a year earlier.

The allowance for credit losses to total portfolio loans declined to 1.41% from 1.84% at year-end and 1.99% a year earlier. The allowance for credit losses to nonperforming loans jumped to 219.03% from 29.30% in the prior quarter and 28.12% a year earlier, reflecting the steep drop in nonperforming loans.

The company recorded net recoveries of $14.9 million in the quarter, compared with net charge-offs of $0.1 million in both the fourth quarter of 2025 and the first quarter of 2025.

Total portfolio loans fell $151.1 million from December 31, 2025, but still increased $41.0 million, or 1.1%, from March 31, 2025. Excluding the transaction, first-quarter net loan growth was $58.4 million, or 6.1% annualized.

Total assets declined $52.7 million to $4.8 billion from year-end, as the $151.1 million drop in loans was partly offset by a $123.2 million increase in cash and due from banks. Available-for-sale securities fell $29.5 million, and FHLB stock declined $8.4 million.

On the funding side, FHLB borrowings were cut by $178.5 million during the quarter. Total deposits rose $24.4 million to $4.2 billion, led by a $63.2 million increase in interest-bearing demand deposits and a $17.5 million increase in noninterest-bearing demand deposits, partly offset by declines of $39.6 million in money market accounts and $17.5 million in CDs.

Capital ratios improved materially. Tier 1 capital rose to 13.52% from 10.70% at December 31, 2025. The leverage ratio increased to 11.10% from 9.43%, and total risk-based capital climbed to 14.78% from 11.95%.

Efficiency improved as well. The efficiency ratio fell to 29.01% from 77.84% in the prior quarter and 75.71% a year earlier, while the adjusted efficiency ratio was 72.66%, down from 76.85% and 78.67%. Following these announcements, the company's shares moved 7.5%, and are now trading at a price of $21.94. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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