Merchants Bancorp Reports Second Quarter 2025 Results

— Second quarter 2025 net income of $38.0 million, decreased $38.4 million compared to second quarter of 2024 and decreased $20.3 million compared to the first quarter 2025, reflecting an increase in provision for credit losses of $43.1 million and $45.3 million, respectively.

— An increase in provision for credit losses was primarily associated with estimated declines on multi-family property values after receiving new appraisals and the ongoing investigation of borrowers involved in mortgage fraud or suspected fraud.

— Second quarter 2025 diluted earnings per common share of $0.60 decreased 60% compared to the second quarter of 2024 and decreased 35% compared to the first quarter of 2025.

— Tangible book value per common share reached a record-high of $35.42 and increased 13% compared to $31.27 in the second quarter of 2024 and increased 1% compared to $34.90 in the first quarter of 2025.

— As of June 30, 2025, the Company had $5.0 billion in unused borrowing capacity with the Federal Home Loan Bank and the Federal Reserve Discount window, representing 26% of total assets.

— Total assets of $19.1 billion increased 2% compared to March 31, 2025 and December 31, 2024.

— Loans receivable of $10.4 billion, net of allowance for credit losses on loans, increased $88.4 million, or 1%, compared to March 31, 2025, and increased $78.1 million compared to December 31, 2024.

— Core deposits of $11.4 billion increased $744.6 million, or 7%, compared to March 31, 2025 and increased $2.0 billion, or 22%, compared to December 31, 2024. Core deposits now represent 90% of total deposits, reaching the highest level the Company has reported since March 2022.

— Brokered deposits of $1.3 billion decreased $463.9 million, or 27%, compared to March 31, 2025, and decreased $1.3 billion, or 50%, compared to December 31, 2024.

— On June 5, 2025, the Company completed a $373.3 million securitization of 18 multi-family mortgage loans through a Freddie Mac-sponsored Q-Series transaction.

Merchants Bancorp (the “Company” or “Merchants”) (Nasdaq: MBIN), parent company of Merchants Bank, today reported second quarter 2025 net income of $38.0 million, or diluted earnings per common share of $0.60. This compared to $76.4 million, or diluted earnings per common share of $1.49 in the second quarter of 2024, and compared to $58.2 million, or diluted earnings per common share of $0.93 in the first quarter of 2025.

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“Despite a difficult second quarter, marked by an increase in our provision for credit losses and charge-offs largely associated with mortgage fraud or suspected fraud that has also impacted a number of other multi-family lenders, we are encouraged by the resilience of our underlying earnings, the significant increase in gain on sale of loans, and the continued growth in our tangible book value that reached an all-time high of $35.42 per share. We were also pleased to see a 17% reduction in total delinquencies and a 58% decline in loans receivable classified as special mention during the quarter,” said Michael F. Petrie, Chairman and CEO of Merchants.

Michael J. Dunlap, President and Chief Operating Officer of Merchants, added, “We have implemented strategies to address our asset quality issues and to enhance our overall risk management practices to ensure long-term resilience. We are optimistic about our future and confident that our collective efforts will drive the stability and growth of our institution.”

Net income of $38.0 million for the second quarter of 2025 decreased by $38.4 million, or 50%, compared to the second quarter of 2024, reflecting a $43.1 million, or 432%, increase in provision for credit losses. The increase was primarily associated with estimated declines on multi-family property values after receiving new appraisals and the ongoing investigation of borrowers involved in mortgage fraud or suspected fraud. Partiallyoffsetting the higher provision expense was a $19.1 million, or 61%, increase in noninterest income driven by a robust gain on sale of loans that reached $23.3 million, as well as syndication and asset management fees of $9.7 million during the quarter.

Net income of $38.0 million for the second quarter 2025 decreased by $20.3 million, or 35%, compared to the first quarter of 2025, reflecting a $45.3 million, or 586%, increase in provision for credit losses for the second quarter of 2025. Partially offsetting the higher provision expense was a $26.8 million, or 113%, increase in noninterest income that was driven by a 101% increase in gain on sale of loans and a 186% increase in syndication and asset management fees.

Total Assets

Total assets of $19.1 billion at June 30, 2025 increased by $343.4 million, or 2%, compared to March 31, 2025, and $335.5 million compared to December 31, 2024. The increase compared to both periods was primarily driven by higher balances in the mortgage warehouse portfolios. Total loan balances grew by 2% even with two loan sale transactions in the second quarter totaling over $685.4 million related to securitizations.

Return on average assets was 0.80% for the second quarter of 2025 compared to 1.72% for the second quarter of 2024 and 1.31% for the first quarter of 2025.

Asset Quality

The allowance for credit losses on loans of $91.8 million, as of June 30, 2025, increased by $8.4 million, or 10%, compared to March 31, 2025, and increased by $7.4 million, or 9%, compared to December 31, 2024. The $8.4 million increase compared to March 31, 2025 was driven by $54.5 million increase in provision expense that was partially offset by $46.1 million in loan charge-offs. The increases in provision expenses and charge-offs compared to both periods were primarily associated with estimated declines on multi-family property values after receiving new appraisalsand the ongoing investigation of borrowers involved in mortgage fraud or suspected fraud. The increases were also attributable to certain types of subordinated loans that the Company no longer offers to borrowers. These subordinated loans have been largely identified and evaluated for potential losses that have either been included in the provision for credit losses as specific reserves or charged off.

The Company recorded charge-offs for 14 customers, primarily in the multi-family loan portfolio, totaling $46.1 million, and no recoveries during the second quarter of 2025. This compares to $3.5 million in charge-offs and $15,000 in recoveries during the second quarter of 2024 and to $10.5 million in charge-offs and $28,000 of recoveries in the first quarter of 2025.

During the quarter, after months of seeking legal remedies, the Company obtained additional access and information, such as through court appointed receivers, to assess the collateral supporting its challenged loans. The evaluation of this information contributed to an increase in loans classified as substandard, bringing the total to $417.7 million compared to $323.6 million as of March 31, 2025. However, during the same period, loans classified as special mention declined by $236.4 million, or 58%, falling to $171.5 million. This decline reinforces the view that the frequency of migration to criticized status has subsided. Overall, criticized loans of $589.2 million declined by $142.4 million, or 19%, compared to March 31, 2025. Furthermore, total delinquencies declined by 17% compared to March 31, 2025.

As of June 30, 2025, all substandard loans have been evaluated for impairment and these loans have specific reserves of $30.8 million, of which $9.9 million was added during the second quarter of 2025, net of charge-offs. The Company believes that its loan portfolio remains well collateralized.

Non-performing loans also declined during the quarter, largely attributable to charge-offs. As of June 30, 2025, non-performing loans were $251.5 million, or 2.39% of loans receivable, compared to $284.6 million, or 2.73%, as of March 31, 2025, and $279.7 million, or 2.68%, as of December 31, 2024.

The Company has been making additional efforts to reduce its credit risk through loan sale and securitization activities since 2019. In 2023 and 2024, the Company strategically executed credit protection arrangements through a credit linked note and credit default swaps. The Company also upsized an existing credit default swap in June 2025. These credit protection arrangements totaled $3.7 billion in loans to reduce risk of losses, with incremental coverage ranging from 13-14% of the unpaid principal balances for each arrangement. Despite having credit protection on these loans, the Company also continues to carry an allowance for credit losses on loans held for investment. As of June 30, 2025, the balance of loans subject to credit protection arrangements was $2.8 billion.

Total Deposits

Total deposits of $12.7 billion at June 30, 2025 increased by $280.7 million, or 2%, compared to March 31, 2025, and increased by $766.9 million, or 6%, compared to December 31, 2024. The increase compared to both periods was primarily due to growth in core demand deposits and savings.

Core deposits of $11.4 billion at June 30, 2025 increased by $744.6 million, or 7%, from March 31, 2025 and increased by $2.0 billion, or 22%, from December 31, 2024. The increases were attributable primarily to growth in custodial deposits from warehouse customers. Core deposits represented 90% of total deposits at June 30, 2025, 86% of total deposits at March 31, 2025, and 79% of total deposits at December 31, 2024.

Total brokered deposits of $1.3 billion at June 30, 2025 decreased $463.9 million, or 27%, from March 31, 2025 and decreased $1.3 billion, or 50%, from December 31, 2024. As of June 30, 2025, brokered certificates of deposit had a weighted average remaining duration of 48 days.

Liquidity

Cash balances of $647.2 million as of June 30, 2025 increased by $125.9 million, or 24%, compared to March 31, 2025 and increased by $170.6 million, or 36%, compared to December 31, 2024. The Company continues to have significant borrowing capacity available, with unused lines of credit totaling $5.0 billion as of June 30, 2025 compared to $4.7 billion at March 31, 2025 and $4.3 billion at December 31, 2024.

The Company's most liquid assets are in cash, short-term investments, including interest-bearing demand deposits, mortgage loans in process of securitization, loans held for sale, and warehouse lines of credit included in loans receivable. Taken together with its unused borrowing capacity of $5.0 billion described above, these totaled $11.9 billion, or 62%, of its $19.1 billion total assets at June 30, 2025. Furthermore, its $3.3 billion line of credit availability with the Federal Reserve Bank of Chicago alone could fund 106% of its uninsured deposits, which represented approximately 24% of total bank deposits as of June 30, 2025.

This liquidity enhances the Company's ability to effectively manage interest expense and asset levels in the future. Additionally, the Company's business model is designed to continuously sell or securitize a significant portion of its loans, which provides flexibility in managing its liquidity.

Comparison of Operating Results for the Three Months Ended

June 30, 2025 and 2024

Net Interest Income of $128.7 million remained essentially unchanged, compared to $128.1 million, reflecting lower interest expense on deposits that was partially offset by lower interest income and higher interest expense on borrowings.

— Net interest margin of 2.83% decreased 16 basis points compared to 2.99%. The margin was negatively impacted by a significant shift in business mix, as highly profitable but lower-margin loans held for sale balances, consisting of primarily warehouse loans, grew by $622.7 million, or 18%, and warehouse repurchase agreements grew by $473.8 million, or 35%, while other higher-margin loans receivable balances contracted by a net of $964.1 million.

— Interest rate spread of 2.33% decreased 12 basis points compared to 2.45%.

Interest Income of $304.4 million decreased $23.9 million, or 7%, compared to $328.3 million. The decrease primarily reflected lower average yields on higher average balances on loans and loans held for sale.

— Average yields on loans and loans held for sale of 6.92% decreased 105 basis points compared to 7.97%.

— Average balances of $14.8 billion for loans and loans held for sale increased $479.0 million, or 3% compared to $14.3 billion.

Interest Expense of $175.7 million decreased $24.5 million, or 12%, compared to $200.2 million. The decrease reflected lower average balances at lower average rates on certificates of deposit that were partially offset by higher average balances at lower average rates on borrowings.

— Average interest rates on total interest-bearing liabilities of 4.35% decreased by 87 basis points compared to 5.22%.

— Average balances of $3.1 billion for certificates of deposit decreased by $3.4 billion, or 53%, compared to $6.5 billion.

— Average interest rates of 4.59% for certificates of deposit decreased by 84 basis points compared to 5.43%.

— Average balances of $3.5 billion for borrowings increased by 235%, compared to $1.0 billion.

— Average interest rates of 5.15% for borrowings decreased by 285 basis points compared to 8.00%.

Noninterest Income of $50.5 million increased $19.1 million, or 61%, compared to $31.4 million. The $19.1 increase reflected a $12.2 million, or 109%, increase in gain on sale of loans, a $6.5 million, or 200%, increase in syndication and asset management fees, and a $4.7 million, or 101%, increase in other income, partially offset by a $4.7 million, or 43%, decrease in loan servicing fees.

— Gain on sale of loans increased $12.2 million, or 109%, reflecting higher volume in the multi-family loan portfolio, including a securitization through a Freddie Mac-sponsored Q-Series transaction.

— Other income included a $4.3 million positive fair market value adjustment to the floor derivatives compared to a $215,000 positive fair market value adjustment in the prior period.

— Loan servicing fees included a $258,000 positive fair market value adjustment to servicing rights, with a $487,000 negative adjustment in the Banking segment and a $745,000 positive adjustment in the Multi-family Mortgage Banking segment. This compared to a $5.1 million positive fair market value adjustment to servicing rights in the prior period with a $551,000 positive adjustment in the Banking segment and a $4.5 million positive adjustment in the Multi-family Mortgage Banking segment. The value of servicing rights generally increases in rising 10-year interest rate environments and declines in falling interest rate environments due to expected prepayments and earning rates on escrow deposits.

Noninterest Expenseof $77.3 million increased $27.0 million, or 54%, compared to $50.4 million, primarily due to a $15.2 million, or 54%, increase in salaries and employee benefits to support business growth, including $5.8 million for expenses associated with the addition of production staff, which is expected to continue to elevate production, gain on sale, and expenses in future quarters as well. Also contributing to the higher expenses during the quarter, was a $7.1 million increase in other expenses primarily associated with taxes, insurance, receiver expenses, and legal fees for collateral preservation of nonperforming loans, a $2.5 million increase in credit risk transfer premium expense associated with ongoing credit default swaps that were executed in 2024, in addition to a swap upsize in June 2025, as well as a $1.6 million, or 28%, increase in deposit insurance expense, reflecting an increase in underperforming assets, coupled with an increase in total assets.

Comparison of Operating Results for the Three Months Ended

June 30, 2025 and March 31, 2025

Net Interest Income of $128.7 million increased $6.5 million, or 5%, compared to $122.2 million, primarily due to higher average balances on loans and loans held for sale, partially offset by higher average balances on interest-bearing checking accounts and borrowings.

— Net interest margin of 2.83% decreased 6 basis points compared to 2.89%. The margin was negatively impacted by a shift in business mix, as highly profitable but lower-margin loans held for sale balances, consisting of primarily warehouse loans, grew by $122.3 million, or 3%, and warehouse repurchase agreements grew by $435.5 million, or 31%, while higher-margin loans receivable balances contracted by a net of $338.7 million during the quarter.

— Interest rate spread of 2.33% decreased 5 basis points compared to 2.38%.

Interest Income of $304.4 million increased $17.2 million, or 6%, compared to $287.2 million, primarily reflecting an increase in average balances at lower yields on loans and loans held for sale.

— Average balances of $14.8 billion for loans and loans held for sale increased 8%, compared to $13.8 billion.

— Average yields on loans and loans held for sale of 6.92% decreased 14 basis points compared to 7.06%.

Interest Expense of $175.7 million increased $10.7 million, or 6% compared to $165.0 million. The increase was primarily driven by higher average balances on interest-bearing checking accounts, and higher average balances at lower rates on borrowings.

— Average balances of $6.2 billion for interest-bearing checking accounts increased 20%, compared to $5.1 billion.

— Average interest rates of 3.96% on interest-bearing checking accounts decreased 5 basis points compared to 4.01%.

— Average balances of $3.5 billion for borrowings increased $328.0 million, or 10%, compared to $3.1 billion.

— Average interest rates of 5.15% borrowings decreased 18 basis points compared to 5.33%.

Noninterest Income of $50.5 million increased $26.8 million, or 113%, compared to $23.7 million. The increase was primarily due to an $11.7 million, or 101%, increase in gain on sale of loans, a $6.3 million, or 186%, increase in syndication and asset management fees, a $6.1 million, or 193%, increase in other income, and a $2.1 million, or 53%, increase in loan servicing fees.

— Gain on sale of loans increased $11.7 million, reflecting higher volume in the multi-family loan portfolio, including a securitization through a Freddie Mac-sponsored Q-Series transaction.

— Other income included a $4.3 million positive fair market value adjustment to floor derivatives compared to a $2.3 million negative fair market value adjustment to derivatives in the prior period.

— Loan servicing fees included a $258,000 positive fair market value adjustment to servicing rights, with a $487,000 negative adjustment in the Banking segment and a $745,000 positive adjustment in the Multi-family Mortgage Banking segment. This compared to a $754,000 negative fair market value adjustment to servicing rights in the prior period, with a $1.2 million negative adjustment in the Banking segment and a $449,000 positive adjustment in the Multi-family Mortgage Banking segment. The value of servicing rights generally increases in rising 10-year interest rate environments and declines in falling interest rate environments due to expected prepayments and earning rates on escrow deposits.

Noninterest Expenseof $77.3 million increased $15.7 million, or 25%, compared to $61.7 million, primarily driven by a $7.1 million increase in salaries and employee benefits associated with the addition of production staff, which is expected to continue to elevate production, gain on sale, and expenses in future quarters as well. The increase also reflects a $6.9 million increase in other expenses primarily associated with taxes, insurance, receiver expenses, and legal fees for the collateral preservation of nonperforming loans, as well as an increase in credit risk transfer premium expense.

About Merchants Bancorp

Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that primarily offers multi-family housing and healthcare facility financing and servicing (through this segment it also serves as a syndicator of low-income housing tax credit and debt funds); Mortgage Warehousing that offers mortgage warehouse financing, commercial loans, and deposit services; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $19.1 billion in assets and $12.7 billion in deposits as of June 30, 2025, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. For more information and financial data, please visit Merchants' Investor Relations page atinvestors.merchantsbancorp.com.

Forward-Looking Statements

This press release contains forward-looking statements which reflect management's current views with respect to, among other things, future events and financial performance. These statements are often, but not always, made through the use of words or phrases such as “may,” “might,” “should,” “could,” “predict,” “potential,” “believe,” “expect,” “continue,” “will,” “anticipate,” “seek,” “estimate,” “intend,” “plan,” “projection,” “goal,” “target,” “outlook,” “aim,” “would,” “annualized” and “outlook,” or the negative version of those words or other comparable words or phrases of a future or forward-looking nature. These forward-looking statements are not historical facts, and are based on current expectations, estimates and projections about the industry, management's beliefs and certain assumptions made by management, many of which, by their nature, are inherently uncertain and beyond our control. Accordingly, management cautions that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions, estimates and uncertainties that are difficult to predict. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable as of the date made, actual results may prove to be materially different from the results expressed or implied by the forward-looking statements. A number of important factors could cause actual results to differ materially from those indicated in these forward-looking statements, including the impacts of factors identified in “Risk Factors” or “Management's Discussion and Analysis of Financial Condition and Results of Operations” in the Company's Annual Report on Form 10-K and other periodic filings with the Securities and Exchange Commission. Any forward-looking statements presented herein are made only as of the date of this press release, and the Company does not undertake any obligation to update or revise any forward-looking statements to reflect changes in assumptions, the occurrence of unanticipated events, or otherwise.

Consolidated Balance Sheets(Unaudited)(In thousands, except share data) June 30, March 31, December 31, September 30, June 30, 2025 2025 2024 2024 2024AssetsCash and due from banks $ 15,419 $ 15,609 $ 10,989 $ 12,214 $ 10,242Interest-earning demand accounts 631,746 505,687 465,621 589,692 530,640Cash and cash equivalents 647,165 521,296 476,610 601,906 540,882Securities purchased under agreements to resell 1,539 1,550 1,559 3,279 3,304Mortgage loans in process of securitization 402,427 389,797 428,206 430,966 209,244Securities available for sale ($602,962, $626,271, $635,946, 936,343 961,183 980,050 953,063 1,017,019$682,975 and $682,774 utilizing fair value option, respectively)Securities held to maturity ($1,547,525, $1,605,151, $1,664,674, 1,548,211 1,606,286 1,664,686 1,755,047 1,291,110$1,756,203 and $1,291,960 at fair value, respectively)Federal Home Loan Bank (FHLB) stock and other equity securities 217,850 217,850 217,804 184,050 67,499Loans held for sale (includes $91,930, $75,920, $78,170, $91,084 4,105,765 3,983,452 3,771,510 3,808,234 3,483,076and $102,873 at fair value, respectively)Loans receivable, net of allowance for credit losses on loans 10,432,117 10,343,724 10,354,002 10,261,890 10,933,189of $91,811, $83,413, $84,386, $84,549 and $81,028, respectivelyPremises and equipment, net 71,050 67,787 58,617 53,161 46,833Servicing rights 193,037 189,711 189,935 177,327 178,776Interest receivable 82,391 82,811 83,409 86,612 90,360Goodwill 8,014 8,014 8,014 8,014 8,014Other assets and receivables 495,295 424,339 571,330 329,427 343,116Total assets $ 19,141,204 $ 18,797,800 $ 18,805,732 $ 18,652,976 $ 18,212,422Liabilities and Shareholders' EquityLiabilitiesDepositsNoninterest-bearing $ 315,523 $ 313,296 $ 239,005 $ 311,386 $ 383,260Interest-bearing 12,371,312 12,092,869 11,680,971 12,580,501 14,533,807Total deposits 12,686,835 12,406,165 11,919,976 12,891,887 14,917,067Borrowings 4,009,474 4,001,744 4,386,122 3,568,721 1,159,206Deferred tax liabilities 29,228 35,740 25,289 19,530 25,098Other liabilities 231,035 193,416 231,035 233,731 222,904Total liabilities 16,956,572 16,637,065 16,562,422 16,713,869 16,324,275Commitments and ContingenciesShareholders' EquityCommon stock, without par valueAuthorized – 75,000,000 sharesIssued and outstanding – 45,885,458 shares, 45,881,706 241,452 240,512 240,313 239,448 238,492shares, 45,767,166 shares, 45,764,023 shares and 45,757,567sharesPreferred stock, without par value – 5,000,000 total sharesauthorized6% Series B Preferred stock – $1,000 per share liquidationpreferenceAuthorized – no shares at June 30, 2025 and March 31,2025, and 125,000 shares for all prior periodsIssued and outstanding – no shares at June 30, 2025 and – – 120,844 120,844 120,844March 31, 2025, and 125,000 shares for all prior periodspresented (equivalent to 5,000,000 depositary shares)6% Series C Preferred stock – $1,000 per share liquidationpreferenceAuthorized – 200,000 sharesIssued and outstanding – 196,181 shares (equivalent to 191,084 191,084 191,084 191,084 191,0847,847,233 depositary shares)8.25% Series D Preferred stock – $1,000 per shareliquidationpreferenceAuthorized – 300,000 sharesIssued and outstanding – 142,500 shares (equivalent to 137,459 137,459 137,459 137,459 137,4595,700,000 depositary shares)7.625% Series E Preferred stock – $1,000 per shareliquidation preferenceAuthorized – 230,000 sharesIssued and outstanding – 230,000 shares (equivalent to 222,748 222,748 222,748 – -9,200,000 depositary shares) at June 30, 2025, March 31,2025, December 31, 2024, and no shares for all priorperiods.Retained earnings 1,392,136 1,369,009 1,330,995 1,250,176 1,200,778Accumulated other comprehensive (loss) income (247) (77) (133) 96 (510)Total shareholders' equity 2,184,632 2,160,735 2,243,310 1,939,107 1,888,147Total liabilities and shareholders' equity $ 19,141,204 $ 18,797,800 $ 18,805,732 $ 18,652,976 $ 18,212,422
Consolidated Statement of Income(Unaudited)(In thousands, except share data) Three Months Ended Change June 30, March 31, June 30, 2Q25 2Q25 2025 2025 2024 vs. 1Q25 vs. 2Q24Interest IncomeLoans $ 255,641 $ 239,280 $ 284,421 7% -10%Mortgage loans in process of securitization 5,304 3,743 3,044 42% 74%Investment securities:Available for sale 12,095 12,358 14,784 -2% -18%Held to maturity 23,166 24,358 19,799 -5% 17%FHLB stock and other equity securities (dividends) 4,641 4,372 1,277 6% 263%Other 3,552 3,093 4,948 15% -28%Total interest income 304,399 287,204 328,273 6% -7%Interest ExpenseDeposits 131,375 123,941 179,651 6% -27%Short-term borrowings 36,981 33,364 11,612 11% 218%Long-term borrowings 7,324 7,703 8,891 -5% -18%Total interest expense 175,680 165,008 200,154 6% -12%Net Interest Income 128,719 122,196 128,119 5% -Provision for credit losses 53,027 7,727 9,965 586% 432%Net Interest Income After Provision for Credit 75,692 114,469 118,154 -34% -36%LossesNoninterest IncomeGain on sale of loans 23,342 11,619 11,168 101% 109%Loan servicing fees, net 6,138 4,010 10,827 53% -43%Mortgage warehouse fees 2,039 1,513 1,524 35% 34%Syndication and asset management fees 9,707 3,389 3,233 186% 200%Other income 9,254 3,162 4,599 193% 101%Total noninterest income 50,480 23,693 31,351 113% 61%Noninterest ExpenseSalaries and employee benefits 43,566 36,419 28,373 20% 54%Loan expense 1,142 798 993 43% 15%Occupancy and equipment 2,494 2,351 2,239 6% 11%Professional fees 3,159 2,894 3,556 9% -11%Deposit insurance expense 7,152 7,228 5,579 -1% 28%Technology expense 2,446 2,374 1,859 3% 32%Credit risk transfer premium expense 4,767 3,862 2,294 23% 108%Other expense 12,611 5,738 5,487 120% 130%Total noninterest expense 77,337 61,664 50,380 25% 54%Income Before Income Taxes 48,835 76,498 99,125 -36% -51%Provision for income taxes 10,854 18,259 22,732 -41% -52%Net Income $ 37,981 $ 58,239 $ 76,393 -35% -50%Dividends on preferred stock (10,266) (10,265) (7,757) – 32%Impact of preferred stock redemption – (5,371) (1,823) -100% -100%Net Income Available to Common $ 27,715 $ 42,603 $ 66,813 -35% -59%ShareholdersBasic Earnings Per Share $ 0.60 $ 0.93 $ 1.50 -35% -60%Diluted Earnings Per Share $ 0.60 $ 0.93 $ 1.49 -35% -60%Weighted-Average Shares OutstandingBasic 45,883,644 45,824,022 44,569,345Diluted 45,929,563 45,914,083 44,698,324
Consolidated Statement of Income(Unaudited)(In thousands, except share data) Six Months Ended June 30, June 30, 2025 2024 ChangeInterest IncomeLoans $ 494,921 $ 556,419 -11%Mortgage loans in process of securitization 9,047 4,764 90%Investment securities:Available for sale 24,453 29,172 -16%Held to maturity 47,524 40,321 18%FHLB stock and other equity securities (dividends) 9,013 2,121 325%Other 6,645 9,649 -31%Total interest income 591,603 642,446 -8%Interest ExpenseDeposits 255,316 350,673 -27%Short-term borrowings 70,345 18,834 274%Long-term borrowings 15,027 17,764 -15%Total interest expense 340,688 387,271 -12%Net Interest Income 250,915 255,175 -2%Provision for credit losses 60,754 14,691 314%Net Interest Income After Provision for Credit Losses 190,161 240,484 -21%Noninterest IncomeGain on sale of loans 34,961 20,524 70%Loan servicing fees, net 10,148 30,229 -66%Mortgage warehouse fees 3,552 2,506 42%Loss on sale of investments available for sale (1) – (108) 100%Syndication and asset management fees 13,096 8,536 53%Other income 12,416 10,538 18%Total noninterest income 74,173 72,225 3%Noninterest ExpenseSalaries and employee benefits 79,985 57,969 38%Loan expense 1,940 1,949 -Occupancy and equipment 4,845 4,476 8%Professional fees 6,053 7,655 -21%Deposit insurance expense 14,380 10,704 34%Technology expense 4,820 3,713 30%Credit risk transfer premium expense 8,629 2,294 276%Other expense 18,349 10,532 74%Total noninterest expense 139,001 99,292 40%Income Before Income Taxes 125,333 213,417 -41%Provision for income taxes (2) 29,113 49,970 -42%Net Income $ 96,220 $ 163,447 -41%Dividends on preferred stock (20,531) (16,424) 25%Impact of preferred stock redemption (5,371) (1,823) 195%Net Income Available to Common Shareholders $ 70,318 $ 145,200 -52%Basic Earnings Per Share $ 1.53 $ 3.30 -54%Diluted Earnings Per Share $ 1.53 $ 3.29 -53%Weighted-Average Shares OutstandingBasic 45,853,998 43,937,665Diluted 45,921,988 44,082,485(1) Includes $0 and $(108) respectively, related to accumulated other comprehensive earnings reclassifications.(2) Includes $0 and $26 respectively, related to income tax benefit for reclassification items.
Key Operating Results(Unaudited)($ in thousands, except share data) Three Months Ended Change June 30, March 31, June 30, 2Q25 2Q25 2025 2025 2024 vs. 1Q25 vs. 2Q24Noninterest expense $ 77,337 $ 61,664 $ 50,380 25% 54%Net interest income (before provision for credit losses) 128,719 122,196 128,119 5% -Noninterest income 50,480 23,693 31,351 113% 61%Total income $ 179,199 $ 145,889 $ 159,470 23% 12%Efficiency ratio 43.16% 42.27% 31.59% 89 bps 1,157 bpsAverage assets $ 18,984,925 $ 17,831,950 $ 17,814,191 6% 7%Net income 37,981 58,239 76,393 -35% -50%Return on average assets before annualizing 0.20% 0.33% 0.43%Annualization factor 4.00 4.00 4.00Return on average assets 0.80% 1.31% 1.72% (51) bps (92) bpsReturn on average tangible common shareholders' equity (1) 6.75% 10.65% 19.55% (390) bps (1,280) bpsTangible book value per common share (1) $ 35.42 $ 34.90 $ 31.27 1% 13%Tangible common shareholders' equity/tangible assets (1) 8.49% 8.52% 7.86% (3) bps 63 bpsConsolidated ratiosTotal capital/risk-weighted assets(2) 13.4 % 13.0 % 12.0 %TierI capital/risk-weighted assets(2) 12.8 % 12.4 % 11.4 %Common Equity TierI capital/risk-weighted assets(2) 9.5 % 9.2 % 8.7 %TierI capital/average assets(2) 11.5 % 12.1 % 10.6 %(1) Non-GAAP financial measure – see “Reconciliation of Non-GAAP Measures” below:(2) As defined by regulatory agencies; June 30, 2025 shown as estimates and prior periods shown as reported.
Certain non-GAAP financial measures provide useful information to management and investors that is supplementary to the Company'sfinancial condition, results of operations and cash flows computed in accordance with GAAP; however, they do have a number oflimitations. As such, the reader should not view these disclosures as a substitute for results determined in accordance with GAAP, and they are not necessarily comparable to non-GAAP financial measures that other companies use. A reconciliation of GAAP to non-GAAP financial measures is below. Net Income Available to Common Shareholders excludes preferred stock dividends. Tangible common shareholders' equity is calculated by excluding the balance of goodwill and other intangible assets and preferred stock from the calculationof total equity. Tangible Assets is calculated by excluding the balance of goodwill and intangible assets. Tangible book value per share is calculated by dividing tangible common shareholders' equity by the number of shares outstanding.
Three Months Ended Change June 30, March 31, June 30, 2Q25 2Q25 2025 2025 2024 vs. 1Q25 vs. 2Q24Net income $ 37,981 $ 58,239 $ 76,393 -35% -50%Less: preferred stock dividends (10,266) (10,265) (7,757) – 32%Less: impact of preferred stock redemption – (5,371) (1,823) -100% -100%Net income available to common shareholders $ 27,715 $ 42,603 $ 66,813 -35% -59%Average shareholders' equity $ 2,201,836 $ 2,160,169 $ 1,824,730 2% 21%Less: average goodwill & intangibles (8,065) (8,070) (8,140) – -1%Less: average preferred stock (551,290) (552,633) (449,387) – 23%Average tangible common shareholders' equity $ 1,642,481 $ 1,599,466 $ 1,367,203 3% 20%Annualization factor 4.00 4.00 4.00Return on average tangible common shareholders' equity 6.75% 10.65% 19.55% (390) bps (1,280) bpsTotal equity $ 2,184,632 $ 2,160,735 $ 1,888,147 1% 16%Less: goodwill and intangibles (8,062) (8,068) (8,108) – -1%Less: preferred stock (551,291) (551,291) (449,387) – 23%Tangible common shareholders' equity $ 1,625,279 $ 1,601,376 $ 1,430,652 1% 14%Assets $ 19,141,204 $ 18,797,800 $ 18,212,422 2% 5%Less: goodwill and intangibles (8,062) (8,068) (8,108) – -1%Tangible assets $ 19,133,142 $ 18,789,732 $ 18,204,314 2% 5%Ending common shares 45,885,458 45,881,706 45,757,567Tangible book value per common share $ 35.42 $ 34.90 $ 31.27 1% 13%Tangible common shareholders' equity/tangible assets 8.49% 8.52% 7.86% (3) bps 63 bps
Key Operating Results(Unaudited)($ in thousands, except share data) Six Months Ended June 30, June 30, 2025 2024 ChangeNoninterest expense $ 139,001 $ 99,292 40%Net interest income (before provision for credit losses) 250,915 255,175 -2%Noninterest income 74,173 72,225 3%Total income $ 325,088 $ 327,400 -1%Efficiency ratio 42.76% 30.33% 1,243 bpsAverage assets $ 18,411,623 $ 17,303,632 6%Net income 96,220 163,447 -41%Return on average assets before annualizing 0.52% 0.94%Annualization factor 2.00 2.00Return on average assets 1.05% 1.89% (84) bpsReturn on average tangible common shareholders' equity (1) 8.68% 22.30% (1,362) bpsTangible book value per common share (1) $ 35.42 $ 31.27 13%Tangible common shareholders' equity/tangible assets (1) 8.49% 7.86% 63 bps(1) Non-GAAP financial measure – see “Reconciliation of Non-GAAP Measures” below:
Certain non-GAAP financial measures provide useful information to management and investors that is supplementary to the Company's financial condition, results of operations and cash flows computed in accordance with GAAP; however, they do have a number of limitations. As such, the reader should not view these disclosures as a substitute for results determined in accordance with GAAP, and they are not necessarily comparable to non-GAAP financial measures that other companies use. A reconciliation of GAAP to non-GAAP financial measures is below. Net Income Available to Common Shareholders excludes preferred stock dividends. Tangible common equity is calculated by excluding the balance of goodwill and other intangible assets and preferred stock from the calculation of total assets. Tangible Assets is calculated by excluding the balance of goodwill and intangible assets. Tangible book value per share is calculated by dividing tangible common equity by the number of shares outstanding.
Six Months Ended June 30, June 30, 2025 2024 ChangeNet income $ 96,220 $ 163,447 -41%Less: preferred stock dividends (20,531) (16,424) 25%Less: impact of preferred stock redemption (5,371) (1,823) 195%Net income available to common shareholders $ 70,318 $ 145,200 -52%Average shareholders' equity $ 2,181,117 $ 1,786,195 22%Less: average goodwill & intangibles (8,067) (9,317) -13%Less: average preferred stock (551,958) (474,497) 16%Average tangible common shareholders' equity $ 1,621,092 $ 1,302,381 24%Annualization factor 2.00 2.00Return on average tangible common shareholders' equity 8.68% 22.30% (1,362) bpsTotal equity $ 2,184,632 $ 1,888,147 16%Less: goodwill and intangibles (8,062) (8,108) -1%Less: preferred stock (551,291) (449,387) 23%Tangible common shareholders' equity $ 1,625,279 $ 1,430,652 14%Assets $ 19,141,204 $ 18,212,422 5%Less: goodwill and intangibles (8,062) (8,108) -1%Tangible assets $ 19,133,142 $ 18,204,314 5%Ending common shares 45,885,458 45,757,567Tangible book value per common share $ 35.42 $ 31.27 13%Tangible common shareholders' equity/tangible assets 8.49% 7.86% 63 bps
Merchants BancorpAverage Balance Analysis($ in thousands)(Unaudited) Three Months Ended June 30, 2025 March 31, 2025 June 30, 2024 Average Yield/ Average Yield/ Average Yield/ Balance Interest Rate Balance Interest Rate Balance Interest RateAssets:Interest-earning deposits, and other interest or $ 539,357 $ 8,193 6.09% $ 511,077 $ 7,465 5.92% $ 438,445 $ 6,225 5.71%dividendsSecurities available for sale 955,186 12,095 5.08% 961,065 12,358 5.21% 1,039,388 14,784 5.72%Securities held to maturity 1,572,186 23,166 5.91% 1,643,703 24,358 6.01% 1,160,170 19,799 6.86%Mortgage loans in process of securitization 376,904 5,304 5.64% 277,426 3,743 5.47% 234,706 3,044 5.22%Loans and loans held for sale 14,826,151 255,641 6.92% 13,751,197 239,280 7.06% 14,347,165 284,421 7.97%Total interest-earning assets 18,269,784 304,399 6.68% 17,144,468 287,204 6.79% 17,219,874 328,273 7.67%Allowance for credit losses on loans (90,860) (86,711) (76,456)Noninterest-earning assets 806,001 774,193 670,773Total assets $ 18,984,925 $ 17,831,950 $ 17,814,191Liabilities & Shareholders' Equity:Interest-bearing checking $ 6,161,736 60,845 3.96% $ 5,121,343 50,609 4.01% 4,935,123 58,128 4.74%Savings deposits 145,162 8 0.02% 146,359 15 0.04% 145,262 19 0.05%Money market 3,354,820 35,137 4.20% 3,398,469 34,506 4.12% 2,788,335 33,207 4.79%Certificates of deposit 3,090,250 35,385 4.59% 3,369,269 38,811 4.67% 6,535,651 88,297 5.43%Total interest-bearing deposits 12,751,968 131,375 4.13% 12,035,440 123,941 4.18% 14,404,371 179,651 5.02%Borrowings 3,453,960 44,305 5.15% 3,125,935 41,067 5.33% 1,031,180 20,503 8.00%Total interest-bearing liabilities 16,205,928 175,680 4.35% 15,161,375 165,008 4.41% 15,435,551 200,154 5.22%Noninterest-bearing deposits 376,217 294,248 331,246Noninterest-bearing liabilities 200,944 216,158 222,664Total liabilities 16,783,089 15,671,781 15,989,461Shareholders' equity 2,201,836 2,160,169 1,824,730Total liabilities and shareholders' equity $ 18,984,925 $ 17,831,950 $ 17,814,191Net interest income $ 128,719 $ 122,196 $ 128,119Net interest spread 2.33% 2.38% 2.45%Net interest-earning assets $ 2,063,856 $ 1,983,093 $ 1,784,323Net interest margin 2.83% 2.89% 2.99%Average interest-earning assets to 112.74% 113.08% 111.56%average interest-bearing liabilities
Supplemental Results(Unaudited)($ in thousands) Net Income Net Income Three Months Ended Six Months Ended June 30, March 31, June 30, June 30, 2025 2025 2024 2025 2024SegmentMulti-family Mortgage Banking $ 9,269 $ 3,413 $ 9,037 $ 12,682 $ 25,646Mortgage Warehousing 22,986 15,398 22,270 38,384 42,460Banking 14,574 47,107 52,378 61,681 108,803Other (8,848) (7,679) (7,292) (16,527) (13,462)Total $ 37,981 $ 58,239 $ 76,393 $ 96,220 $ 163,447 Total Assets June 30, 2025 March 31, 2025 December 31, 2024 Amount % Amount % Amount %SegmentMulti-family Mortgage Banking $ 487,853 2% $ 460,441 3% $ 479,099 2%Mortgage Warehousing 6,999,701 37% 5,902,165 31% 6,000,624 32%Banking 11,404,488 60% 12,002,564 64% 11,761,202 63%Other 249,162 1% 432,630 2% 564,807 3%Total $ 19,141,204 100% $ 18,797,800 100% $ 18,805,732 100% Gain on Sale of Loans Gain on Sale of Loans Three Months Ended Six Months Ended June 30, March 31, June 30, June 30, 2025 2025 2024 2025 2024Loan TypeMulti-family $ 19,815 $ 10,125 $ 9,083 $ 29,940 $ 17,506Single-family 2,428 206 524 2,634 804Small Business Association (SBA) 1,099 1,288 1,561 2,387 2,214Total $ 23,342 $ 11,619 $ 11,168 $ 34,961 $ 20,524 Servicing Rights Servicing Rights Three Months Ended Six Months Ended June 30, March 31, June 30, June 30, 2025 2025 2024 2025 2024Balance, beginning of period $ 189,711 $ 189,935 $ 172,200 $ 189,935 $ 158,457AdditionsPurchased servicing 70 – – 70 -Originated servicing 5,244 3,338 3,761 8,582 5,927SubtractionsPaydowns (2,246) (2,808) (2,252) (5,054) (4,639)Changes in fair value 258 (754) 5,067 (496) 19,031Balance, end of period $ 193,037 $ 189,711 $ 178,776 $ 193,037 $ 178,776
Supplemental Results(Unaudited)($ in thousands) Loans Receivable and Loans Held for Sale June 30, March 31, December 31, 2025 2025 2024Mortgage warehouse repurchase agreements $ 1,843,742 $ 1,408,239 $ 1,446,068Residential real estate (1) 988,783 1,332,601 1,322,853Multi-family financing 4,833,548 4,600,117 4,624,299Healthcare financing 1,442,095 1,583,290 1,484,483Commercial and commercial real estate (2)(3) 1,328,765 1,418,741 1,476,211Agricultural production and real estate 82,425 79,190 77,631Consumer and margin loans 4,570 4,959 6,843Loans receivable 10,523,928 10,427,137 10,438,388Less: Allowance for credit losses on loans 91,811 83,413 84,386Loans receivable, net $ 10,432,117 $ 10,343,724 $ 10,354,002Loans held for sale 4,105,765 3,983,452 3,771,510Total loans, net of allowance $ 14,537,882 $ 14,327,176 $ 14,125,512(1) Includes $0.8 billion, $1.2 billion and $1.2 billion of All-In-One © first-lien home equity lines of credit as of June 30, 2025, March 31,2025 and December 31, 2024, respectively.(2) Includes $0.8 billion, $0.8 billion and $0.9 billion of revolving lines of credit collateralized primarily by mortgage servicing rights as ofJune 30, 2025, March 31, 2025 and December 31, 2024, respectively.(3) Includes only $19.8 million, $19.5 million and $18.7 million of non-owner occupied commercial real estate as of June 30, 2025,March 31, 2025 and December 31, 2024, respectively. Loan Credit Risk Profile June 30, 2025 March 31, 2025 December 31, 2024 Amount % Amount % Amount %Pass $ 9,934,759 94.4% $ 9,695,595 93.0% $ 9,741,087 93.3%Special mention 171,512 1.6% 407,895 3.9% 379,969 3.6%Substandard 417,657 4.0% 323,647 3.1% 317,332 3.0%Doubtful – – – – – -Loans receivable $ 10,523,928 100.0% $ 10,427,137 100.0% $ 10,438,388 100.0%Charge-offs (year-to-date) $ 56,570 $ 10,507 $ 10,587Recoveries (year-to-date) $ 28 $ 28 $ 136 Nonperforming Loans June 30, March 31, December 31, 2025 2025 2024Nonaccrual loans $ 250,818 $ 284,019 $ 279,71690 days past due and still accruing 714 585 6Total nonperforming loans $ 251,532 $ 284,604 $ 279,722Other real estate owned $ 7,049 $ 7,049 $ 8,209Total nonperforming assets $ 258,581 $ 291,653 $ 287,931Nonperforming loans to total loans receivable 2.39% 2.73% 2.68%Nonperforming assets to total assets 1.35% 1.55% 1.53% Delinquent Loans June 30, March 31, December 31, 2025 2025 2024Delinquent loans:Loans receivable $ 279,009 $ 304,560 $ 292,263Loans held for sale – 30,103 32,343Total delinquent loans $ 279,009 $ 334,663 $ 324,606Total loans receivable and loans held for sale $ 14,629,693 $ 14,410,589 $ 14,209,898Delinquent loans to total loans 1.91% 2.32% 2.28%
Supplemental Results(Unaudited)($ in thousands) Deposits June 30, March 31, December 31, 2025 2025 2024Noninterest-bearing depositsCore demand deposits $ 315,523 $ 313,296 $ 239,005Interest-bearing depositsDemand deposits:Core demand deposits $ 6,066,933 $ 5,432,133 $ 4,319,512Brokered demand deposits 250,000 – -Total interest-bearing demand deposits 6,316,933 5,432,133 4,319,512Savings deposits:Core savings deposits 3,703,270 3,618,210 3,442,111Brokered savings deposits 358 353 859Total savings deposits 3,703,628 3,618,563 3,442,970Certificates of deposit:Core certificates of deposits 1,346,630 1,324,126 1,385,270Brokered certificates of deposits 1,004,121 1,718,047 2,533,219Total certificates of deposits 2,350,751 3,042,173 3,918,489Total interest-bearing deposits 12,371,312 12,092,869 11,680,971Total deposits $ 12,686,835 $ 12,406,165 $ 11,919,976Total core deposits $ 11,432,356 $ 10,687,765 $ 9,385,898Total brokered deposits $ 1,254,479 $ 1,718,400 $ 2,534,078Total deposits $ 12,686,835 $ 12,406,165 $ 11,919,976

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