PROVIDENT FINANCIAL SERVICES INC (PFS) FY2025 10-K Annual Report

Filed: Feb 27, 2026
Financials
Savings Institution, Federally CharteredSEC EDGAR

PROVIDENT FINANCIAL SERVICES INC (PFS) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

PROVIDENT FINANCIAL SERVICES INC FY2025 10-K Analysis

Business Overview

  • Merger with Lakeland Bancorp added $10.59B assets, $7.91B loans, $8.62B deposits, and 68 branches, total consideration $876.8M including $180.4M goodwill
  • Emphasis on commercial real estate loans: 38.3% of portfolio, with largest commercial mortgage loan $70.7M secured by 29 properties in 16 states
  • Non-interest income grew to $109.8M in 2025 from $94.1M in 2024; wealth management fees remain stable around $29M
  • Core deposits $15.99B, 82.9% of total deposits as of 12/31/2025, stable versus 2024
  • Bank operates 141 branches after closing 22 overlapping branches post-merger, covering NJ, PA, and NY markets with 4.70% NJ deposit market share

Management Discussion & Analysis

  • Revenue: Net interest income $760.6M in 2025, up $160.0M YoY from $600.6M in 2024
  • Profitability: Net interest margin 3.39% in 2025 vs 3.26% in 2024; net interest rate spread 2.77% vs 2.63%
  • Best performing segment: Commercial loans grew $395.8M to $5.20B; worst performing: Construction loans decreased $161.4M to $662.1M
  • Cash flow & capital allocation: $876.8M spent on Lakeland Bancorp acquisition completed May 2024; no dividend/buyback data provided
  • Forward outlook: Risk from economic decline, real estate market values, unemployment, rising interest rates highlighted as key risks affecting loan portfolio and credit losses

Risk Factors

  • DOJ Consent Order requiring $12M loan subsidy fund investment and two branches in majority-Black and Hispanic Newark area, impacting costs and management focus
  • Exposure to New York CRE office loans of $775.5M (~15% of CRE portfolio), sensitive to real estate market conditions and potential losses
  • CRE loan concentration at 432.1% of risk-based capital, exceeding FDIC guidance, leading to elevated regulatory scrutiny and potential operational constraints
  • Interest rate risk with $3.16B available-for-sale securities portfolio could reduce equity via unrealized losses in rising interest rate environment
  • Total assets $24.98B subject to enhanced regulatory scrutiny under Dodd-Frank, increasing compliance costs and operational complexity

PROVIDENT FINANCIAL SERVICES INC FY2025 Key Financial Metrics
XBRL

Revenue

$73M

+7.1% YoY

Net Income

$291M

+152.0% YoY

Net Margin

398.3%

+22908bp YoY

ROE

10.3%

+584bp YoY

Total Assets

$25.0B

+3.9% YoY

EPS (Diluted)

$2.23

+112.4% YoY

Operating Cash Flow

$442M

+3.7% YoY

Source: XBRL data from PROVIDENT FINANCIAL SERVICES INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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