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Hanmi Financial Corp's Steady Growth Trajectory

Hanmi Financial’s second-quarter 2026 presentation showed a bank that has kept growing its balance sheet while holding credit costs and problem assets near low levels.

Total loans reached $7.0 billion at June 30, 2026, up from $6.54 billion in the loan composition slide and $6.67 billion in average loans for 2025. Average loans were $6.44 billion in 2Q26, compared with $6.31 billion in 2025 and $2.16 billion in 2013, a 9% compound annual growth rate since 2013.

Deposits also rose over the longer term. Average deposits were $6.67 billion in 2Q26, versus $6.57 billion in 2025 and $2.39 billion in 2013. Average noninterest-bearing deposits were $1.95 billion in 2Q26, equal to 29% of average deposits, compared with 27% in 2013. The bank said average deposits have grown at a 9% CAGR since 2013, while average noninterest-bearing deposits have grown at an 8% CAGR.

Net income for 2Q26 year-to-date was $46 million, down from $76 million in 2025 and $62 million in 2024. Earnings had been $80 million in 2023, $101 million in 2022, and $99 million in 2021. Earnings per share were $1.54 for 2Q26 YTD, versus $2.51 in 2025 and $2.05 in 2024.

Net interest income was $127 million in 2Q26 YTD, down from $236 million in 2025 and $203 million in 2024. Net interest margin was 3.37% in 2Q26 YTD, up from 3.15% in 2025 and 2.78% in 2024, but below 3.50% in 2022. In the earlier years shown, NII was $109 million in 2013, $123 million in 2014, and $238 million in 2022.

Noninterest income was $17 million in 2Q26 YTD, down from $34 million in 2025 and $32 million in 2024. The slide showed this category at $48 million in 2013, $43 million in 2019, and $34 million in 2021. Noninterest expense was $77 million in 2Q26 YTD, below $148 million in 2025 and $141 million in 2024, but above $78 million in 2013.

Credit metrics remained tight. The allowance for credit losses was $70 million in 2Q26, unchanged from 2024 and 2025, while the allowance-to-total-loans ratio was 1.08%, up slightly from 1.07% in 2025 and 1.08% in 2024, but well below 2.58% in 2013. Nonperforming assets were $7.5 million in 2Q26, down from $25.9 million in 2025 and $19.1 million in 2024. As a share of total assets, nonperforming assets were 0.12% in 2Q26, compared with 0.26% in 2025 and 0.19% in 2024.

Charge-offs were also limited. Net charge-offs were $0.7 million in 2Q26, compared with $1.0 million in 2025 and $2.7 million in 2024. The ratio of net charge-offs to average loans was 0.02% in 2Q26, versus 0.05% in 2025 and 0.07% in 2024.

On capital, tangible common equity to tangible assets was 10.03% at June 30, 2026. Common equity tier 1 capital was 12.28%, and total capital was 15.29%. The company also reported a quarterly cash dividend of $0.28 per share. The market has reacted to these announcements by moving the company's shares 0.63% to a price of $31.88. For the full picture, make sure to review HANMI FINANCIAL CORP's 8-K report.

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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