Financial

    First Internet Bancorp shares drop on Q1 profit miss driven by credit weakness

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    Shares of community lender First Internet Bancorp (NASDAQ:INBK) experienced a significant decline, falling as much as 22.1% on Thursday and hitting their lowest level since November 2023.

    The sharp drop followed the bank's late Wednesday report of first-quarter profit that fell substantially short of Wall Street's expectations, primarily due to a deterioration in credit quality.

    As of late morning trading, the stock was down 18.7% at $20.90.

    This marks the fourth consecutive quarter that First Internet Bancorp has missed profit expectations, according to data compiled by LSEG.

    The bank's first-quarter results indicated that nonperforming loans and net charge-offs – debts deemed unlikely to be recovered – remained elevated.

    The challenging quarter prompted commentary from analysts.

    Brett Rabatin, an analyst at Hovde Group, suggested that the bank's current valuation indicates a potential need for a capital raise.

    According to LSEG data, out of five brokerages covering the stock, two currently rate it a "buy" and three recommend "hold."

    The median price target among these analysts is $37.

    Year-to-date, as of its last close, First Internet Bancorp's stock had already declined by 28.6%, highlighting existing pressures prior to the latest earnings release.

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