FIRST BANCORP /NC/ (FBNC) Q3 2025 10-Q Quarterly Report

Filed: Nov 7, 2025Period ending Sep 30, 2025
Financials
State Commercial BanksSEC EDGAR

FIRST BANCORP /NC/ (FBNC) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

FIRST BANCORP /NC/ Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Noninterest income Q3 2025 negative $12.9M including $27.9M securities loss; excluding loss, up 10.7% YoY to $15.0M from $13.6M
  • Noninterest expense $60.2M Q3 2025, +0.6% YoY from $59.9M; personnel expense increase offset by decreases in professional fees, amortization
  • Loans $8.4B at Sept 30, 2025, +4.0% from Dec 31, 2024; Deposits $10.9B, +3.3% with customer deposits growth and brokered deposits decline
  • Effective tax rate Q3 2025 21.6% vs 17.2% YoY; Income tax expense $5.6M vs $3.9M
  • ACL $120.9M at Sept 30, 2025, 1.44% of loans vs 1.51% at Dec 31, 2024; nonperforming assets $39.0M, 0.46% of loans vs 0.45%
  • Capital ratios stable: Common equity Tier 1 14.35%, Tier 1 15.14%, leverage 11.18% at Sept 30, 2025
  • Management notes ongoing evaluation and reserves for Hurricane Helene impacts; cautious outlook due to severe economic factors affecting loans in impacted regions

Risk Factors

  • No material changes in Risk Factors since 2024 Annual Report on Form 10-K
  • Economic uncertainty impacting loan performance and interest rate risk exposures remain significant operational risks
  • Regulatory compliance risk heightened by ongoing government regulatory actions and potential changes in banking laws
  • Competitive pressure from fintech and larger banks impacting near-term deposit growth and lending margins
  • Credit risk concentration in commercial real estate loans requires ongoing monitoring given market volatility

FIRST BANCORP /NC/ Q3 2025 Quarterly Financials
XBRL

Revenue

$144M

+9.7% YoY +5.5% QoQ

Net Income

$20M

+9.0% YoY -47.2% QoQ

Net Margin

14.1%

-8bp YoY -1408bp QoQ

ROE

1.3%

Total Assets

$12.8B

EPS (Diluted)

$0.49

+8.9% YoY -47.3% QoQ

Operating Cash Flow

$50M

+29.3% YoY +8.7% QoQ

Source: XBRL data from FIRST BANCORP /NC/ Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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