Bank of Commerce Holdings(TM) Announces First Quarter 2008 Operating Results

Date : 04/30/2008 @ 11:00AM
Source : PR Newswire
Stock : Bank of Commerce Holdings (CA) (MM) (BOCH)
Quote : 6.5  0.0 (0.00%) @ 4:23PM
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Bank of Commerce Holdings(TM) Announces First Quarter 2008 Operating Results

REDDING, Calif., April 30 /PRNewswire-FirstCall/ -- Patrick J. Moty, President & CEO of Bank of Commerce Holdings (NASDAQ:BOCH), a $651 million financial services holding company, and parent company of Redding Bank of Commerce(TM), Roseville Bank of Commerce(TM), Sutter Bank of Commerce(TM) and Bank of Commerce Mortgage(TM) today announced first quarter 2008 operating results. Bank of Commerce Holdings' net income was $1,229,000 for the first quarter 2008 compared with $1,487,000 for the first quarter of 2007 down $258,000 or 17%.

Diluted earnings per common share was $0.14 for the first quarter 2008 compared to $0.17 for the first quarter of 2007. Return on average assets and return on average common equity were 0.79% and 10.54%, respectively, compared with 1.05% and 13.37%, respectively, for the first quarter 2007. The Company's results for the first quarter of 2008 declined due to compression in the margin and higher provisioning for loan losses.

"During the first quarter 2008, as part of management's ongoing credit practices, a thorough review of the loan portfolio, with special emphasis on construction and development projects was completed. The recent slowdown in residential development and construction markets has led to an increase in nonperforming loans which has made it prudent to strengthen our reserve position at this time. Management has taken prudent steps to ensure the proper funding of loan reserves," said Patrick J. Moty, President and CEO of the Company. "Credit quality, expense control and the bottom line remain top focus."

Total revenues increased to $10.5 million compared to $10.3 million during the same period in 2007, an increase of 2.2%. Noninterest income growth of 13.5% was driven by an increase in FHLB dividends and Goldman Sachs fee income. Sales of available-for-sale investments provided a gain of $242,000 for the period, partially offset by a loss of $225,000 to unwind a SWAP transaction.

Total noninterest expense in the first quarter of 2008 was $3.6 million compared to $3.5 million, relatively flat for the period.

On March 20, 2008, the Company announced a $0.08 quarterly cash dividend payable to shareholders of record as of March 31, 2008 and paid on April 11, 2008.

The Company's allowance for loan losses was 1.14% of total loans at March 31, 2008 and 1.18% at March 31, 2007. Provisions for loan losses for the quarter ended March 2008 were $600,000 compared to $6,000 for the same period in 2007. Management has taken aggressive action by placing two real estate development related loans into nonaccrual status, even though loan payments are current. In addition, an impairment review of one Sacramento development loan has resulted in a $2.9 million write-down. Reserves were previously allocated in anticipation of this impairment review. Non-performing loans and leases were 3.12% of total loans as of March 31, 2008 compared to 2.55% at December 31, 2007 and 0% one year ago. Interest reversed from income during the period due to nonaccrual loans was $84,525.

The Company's OREO remained at $0 through the first quarter of 2008 and 2007.

Average loans for the first quarter 2008 were $96.3 million higher than the first quarter of 2007, a 23.6% increase. Average deposits and borrowings were $54.7 million higher for the first quarter 2008 compared with the first quarter of 2007, a 10.5% increase. Net interest income was $5.4 million during the first quarter 2008 compared with $5.3 million during the first quarter 2007, up $93,000 or 1.7%. Net interest margin declined by 31 basis points to 3.70% from 4.01% a year ago.

At March 31, 2008, Bank of Commerce Holdings' total assets were $651.2 million, an increase of 12.6% or $73.1 million from March 31, 2007.

Provision for income taxes for the first quarter of 2008 resulted in an effective tax rate of 32.5% compared with an effective tax rate of 36.2% in the first quarter of 2007.

The reduction in the effective tax rate from the same quarter of the prior year reflects increased investments in tax-exempt municipal securities, bank- owned life insurance and investments in California Affordable Housing projects which afford federal and state tax credits.

The capital ratios of Redding Bank of Commerce continue to be above the well-capitalized guidelines established by bank regulatory agencies.

Bank of Commerce Holdings, with administrative offices in Redding, California is a financial service holding company that owns Redding Bank of Commerce(TM), Roseville Bank of Commerce(TM), Sutter Bank of Commerce(TM) and Bank of Commerce Mortgage(TM). The Company is a federally insured California banking corporation and opened on October 22, 1982.

BOCH is a NASDAQ National Market listed stock. Please contact your local investment advisor for purchases and sales. Investment firms making a market in BOCH stock are:

Howe Barnes Hoefer & Arnett Investment Inc. / John T. Cavender 555 Market Street San Francisco, CA (800) 346-5544

Raymond James Financial/ Geoff Ball 1805 Hilltop Drive, Suite 106 Redding, CA (800) 926-5040

Morgan Stanley/Rick Hill 310 Hemsted Drive, Suite 100 Redding, CA (800) 733-6126

Wachovia Securities/ Ken Myers, Rick Hansen 10466 Brunswick Road Grass Valley, CA (888) 383-3112

This quarterly press release includes forward-looking information, which is subject to the "safe harbor" created by the Securities Act of 1933, and Securities Act of 1934. These forward-looking statements (which involve the Company's plans, beliefs and goals, refer to estimates or use similar terms) involve certain risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Such risks and uncertainties include, but are not limited to, the following factors:

* Competitive pressure in the banking industry and changes in the regulatory environment.

* Changes in the interest rate environment and volatility of rate sensitive assets and liabilities.

* The health of the economy declines nationally or regionally which could reduce the demand for loans or reduce the value of real estate collateral securing most of the Company's loans.

* Credit quality deteriorates which could cause an increase in the provision for loan losses.

* Losses in the Company's merchant credit card processing business.

* Asset/Liability matching risks and liquidity risks.

* Changes in the securities markets.

For additional information concerning risks and uncertainties related to the Company and its operations please refer to the Company's Annual Report on Form 10-K for the year ended December 31, 2007 and under the heading: "Risk factors that may affect results" and subsequent reports on Form 10-Q and current reports on Form 8-K. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. The Company undertakes no obligation to revise or publicly release the results of any revision to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

BANK OF COMMERCE HOLDINGS & SUBSIDIARIES Condensed Consolidated Balance Sheets (Unaudited)

Dollars in thousands ASSETS March 31, 2008 Dec. 31, 2007 March 31, 2007

Cash and due from banks $12,737 $ 13,839 $12,597 Federal funds sold and securities purchased under agreements to resell 25,995 8,395 21,195 Cash and cash equivalents 38,732 22,234 33,792

Securities available-for-sale (including pledged collateral of $57,274 at March 31, 2008, $61,329 at December 31, 2007 and $68,261 at March 31, 2007) 62,090 67,906 93,769 Securities held-to-maturity, at cost (estimated fair value of $10,646 at March 31, 2008, $10,632 at December 31, 2007 and $10,693 at March 31, 2007) 10,421 10,559 10,673 Loans, net of the allowance for loan losses of $5,815 at March 31, 2008, $8,233 at December 31, 2007 and $4,933 at March 31, 2007 506,374 486,283 411,357 Bank premises and equipment, net 11,370 10,964 9,992 Other assets 22,248 20,381 18,513

TOTAL ASSETS $651,235 $618,327 $578,096

LIABILITIES AND STOCKHOLDERS' EQUITY

Demand - noninterest bearing $71,722 $75,718 $70,035 Demand - interest bearing 140,624 142,821 112,550 Savings accounts 42,946 41,376 41,537 Certificates of deposit 229,006 213,716 211,422 Total deposits 484,298 473,631 435,544

Securities sold under agreements to repurchase 12,455 15,513 35,053 Federal Home Loan Bank borrowings 85,000 60,000 40,000 Other liabilities 7,633 7,554 6,646 Junior subordinated debt payable to unconsolidated subsidiary grantor trust 15,465 15,465 15,465 Total Liabilities 604,851 572,163 532,708 Commitments and contingencies Stockholders' Equity: Preferred stock, no par value, 2,000,000 authorized no shares issued and outstanding in 2008 and 2007 - - - Common stock, no par value, 50,000,000 shares authorized; 8,707,745 shares issued and outstanding at March 31, 2008, 8,757,445 at December 31, 2007 and 8,907,680 at March 31, 2007 9,550 9,996 11,940 Retained earnings 37,135 36,605 34,110 Accumulated other comprehensive (loss), net of tax (301) (437) (662) Total stockholders' equity 46,384 46,164 45,388 TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $651,235 $618,327 $578,096

BANK OF COMMERCE HOLDINGS & SUBSIDIARIES Condensed Consolidated Statements of Income (Unaudited) Three months ended March 31, 2008 and 2007 Dollars in thousands, except for per share data Three Months Ended March 31, March 31, 2008 2007 Interest income: Interest and fees on loans $9,131 $8,464 Interest on tax-exempt securities 274 278 Interest on U.S. government securities 481 832 Interest on federal funds sold and securities purchased under agreements to resell 58 200 Interest on other securities 22 36 Total interest income 9,966 9,810 Interest expense: Interest on demand deposits 750 557 Interest on savings deposits 290 171 Interest on certificates of deposit 2,376 2,605 Securities sold under repurchase agreements 84 342 Interest on FHLB and other borrowings 731 539 Interest on junior subordinated debt payable to unconsolidated subsidiary grantor trust 315 269 Total interest expense 4,546 4,483 Net interest income 5,420 5,327 Provision for loan and lease losses 600 6 Net interest income after provision for loan and lease losses 4,820 5,321 Noninterest income: Service charges on deposit accounts 62 69 Payroll and benefit processing fees 129 108 Earnings on cash surrender value - Bank owned life insurance 83 95 Net gain (loss) on sale of securities available-for-sale 242 46 Net (loss) on derivative (225) 0 Merchant credit card service income, net 83 92 Mortgage brokerage fee income 10 6 Other income 181 82 Total noninterest income 565 498 Noninterest expense: Salaries and related benefits 1,949 2,097 Occupancy and equipment expense 644 458 FDIC insurance premium 58 13 Data processing fees 78 55 Professional service fees 118 195 Payroll processing fees 33 31 Deferred compensation expense 111 97 Stationery and supplies 62 61 Postage 34 33 Directors' expense 48 45 Other expenses 430 403 Total noninterest expense 3,565 3,488 Income before provision for income taxes 1,820 2,331 Provision for income taxes 591 844 Net income $1,229 $1,487 Basic earnings per share $0.14 $0.17 Weighted average shares - basic 8,719 8,864 Diluted earnings per share $0.14 $0.17 Weighted average shares - diluted 8,748 8,976 Cash dividends per share $0.08 $0.08

Average Balances, Interest Income/Expense and Yields/Rates Paid (Unaudited, Dollars in thousands)

Three Months Ended Three Months Ended March 31, 2008 March 31, 2007 Average Yield/ Average Yield/ Balance Interest Rate Balance Interest Rate Earning Assets Portfolio Loans $504,091 $9,131 7.25% $407,758 $8,464 8.30% Tax-exempt Securities 27,901 274 3.93% 29,712 278 3.74% US Government Securities 15,272 142 3.72% 33,722 356 4.22% Mortgage backed Securities 29,055 339 4.67% 41,919 476 4.54% Federal Funds Sold 8,014 58 2.89% 15,540 200 5.15% Other Securities 2,000 22 4.40% 2,302 36 6.26% Average Earning Assets $586,333 $9,966 6.80% $530,953 $9,810 7.39% Cash & Due From Banks $12,708 $12,939 Bank Premises 11,303 9,288 Allowance for Loan Losses (8,441) (4,892) Other Assets 20,116 17,226 Average Total Assets $622,019 $565,514 Interest Bearing Liabilities Demand Interest Bearing $141,709 $750 2.12% $112,910 $557 1.97% Savings Deposits 41,195 290 2.82% 28,864 171 2.37% Certificates of Deposit 216,051 2,376 4.40% 214,094 2,605 4.87% Repurchase Agreements 13,052 84 2.57% 34,860 342 3.92% FHLB Borrowings 80,569 731 3.63% 40,000 539 5.39% Trust Preferred Borrowings 15,000 315 8.40% 15,000 269 7.17% 507,576 $4,546 3.58% 445,728 $4,483 4.02% Noninterest bearing demand 66,825 73,977 Other Liabilities 995 1,333 Stockholders' Equity 46,623 44,476 Average Liabilities and Stockholders' Equity $622,019 $565,514 Net Interest Income and Net Interest Margin $5,420 3.70% $5,327 4.01%

Net interest income was $5.4 million for the first three-months of 2008 compared with $5.3 million for the same period in 2007, a 1.7% increase. The increase in net interest income is primarily attributed to the increase in earning assets during the period. Average earning assets for the first three- months of 2008 were $586.3 million compared with $530.9 million for the same period in 2007, an increase of $55.4 million or 10.4%. The single largest component of increased earning assets was in the loan portfolio. Average loans increased $96.3 million or 23.6% over the same three-month period in 2007. Coupled with the asset growth, yields on earning assets decreased to 6.80% compared with 7.39% over the same three-month period in 2007, a loss of 59 basis points.

Average interest bearing liabilities also increased by $61.9 million or 13.9% for the first three-months of 2008 to $507.6 million in 2008 compared with $445.7 million for the same period in 2007. The cost of interest bearing liabilities or funding decreased to 3.58% in 2008 compared to 4.02% in 2007, a decrease in interest expense of $62,000 or 1.4%. The increase in interest expense is primarily due to increased volume in core deposit relationships.

As a result of these changes, the interest spread (the difference between the yield on earning assets and the cost of interest bearing liabilities) decreased 31 basis points to 3.70% for the three-months ended March 31, 2008 compared with 4.01% for the same three-month period in the prior year.

BANK OF COMMERCE HOLDINGS & SUBSIDIARIES Quarterly Financial Condition Data (Unaudited) For the Quarter Ended

March 31, Dec. 31, Sept. 30, June 30, March 31, Dec. 31, 2008 2007 2007 2007 2007 2006 Cash and due from banks $12,737 $13,839 $12,366 $18,206 $12,597 $14,661 Federal funds sold and securities purchased under agreements to resell 25,995 8,395 7,980 14,115 21,195 24,605 Total Cash & Equivalents 38,732 22,234 20,346 32,321 33,792 39,266 Securities available-for- sale 62,090 67,906 93,423 94,029 93,769 95,601 Securities held to maturity, at cost 10,421 10,559 10,592 10,637 10,673 10,810 Loans, net of allowance for loan losses 506,374 486,283 461,171 437,821 411,357 408,990 Bank premises and equipment, net 11,370 10,964 10,464 10,329 9,992 8,595 Other assets 22,248 20,381 19,979 20,440 18,513 20,180 TOTAL ASSETS $651,235 $618,327 $615,975 $605,577 $578,096 $583,442

Liabilities: Demand - noninterest bearing $71,722 $75,718 $70,809 $69,842 $70,035 $84,779 Demand - interest bearing 140,624 142,821 136,219 114,530 112,550 119,437 Savings 42,946 41,376 44,406 45,082 41,537 22,749 Certificates of deposit 229,006 213,716 220,803 211,794 211,422 212,442 Total deposits 484,298 473,631 472,237 441,248 435,544 439,407

Securities sold under agreements to repurchase 12,455 15,513 26,755 46,655 35,053 37,117 Federal Home Loan Bank borrowings 85,000 60,000 50,000 50,000 40,000 40,000 Other liabilities 7,633 7,554 6,734 7,114 6,646 7,537 Junior subordinated debt payable to subsidiary grantor trust 15,465 15,465 15,465 15,465 15,465 15,465 Total liabilities 604,851 572,163 571,191 560,482 532,708 539,526 Stockholders' equity: Common stock 9,550 9,996 10,252 11,966 11,940 11,517 Retained earnings 37,135 36,605 35,617 34,997 34,110 33,336 Accumulated other comprehensive (loss), net (301) (437) (1,085) (1,868) (662) (937) Total stockholders' equity 46,384 46,164 44,784 45,095 45,388 43,916 TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $651,235 $618,327 $615,975 $605,577 $578,096 $583,442

Interest Income: Net interest income 5,420 5,585 5,641 5,461 $5,327 $5,418 Provision for loan losses 600 3,170 115 0 6 0 Net interest income after provision for loan losses 4,820 2,415 5,526 5,461 5,321 5,418 Noninterest Income: Service charges 62 63 70 76 69 91 Merchant credit card service income, net 83 91 109 89 92 100 Net gain on sale of securities available- for-sale 242 0 0 0 46 0 Net (loss) on sale of derivatives (225) 0 0 0 0 0 Mortgage brokerage fee income 10 (6) 21 29 6 (13) Other income 393 2,745 326 424 285 363 Total noninterest income 565 2,893 526 618 498 541 Noninterest Expense: Salaries and related benefits 1,949 2,208 2,402 1,959 2,097 2,150 Net Occupancy and equipment expense 644 737 635 543 458 496 Professional service fees 118 365 216 252 195 181 Other expenses 854 1,218 775 947 738 659 Total noninterest expense 3,565 4,528 4,028 3,701 3,488 3,486

Income before income taxes 1,820 780 2,024 2,378 2,331 2,473 Provision for income taxes 591 (910) 693 778 844 858 Net Income $1,229 $1,690 $1,331 $1 600 $1,487 $1,615

DATASOURCE: Bank of Commerce Holdings

CONTACT: Patrick J. Moty, President & CEO, +1-530-722-3953, or Linda J.

Miles, Chief Financial Officer, +1-530-722-3955, both of Bank of Commerce

Holdings

Web site: http://reddingbankofcommerce.com/

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