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10-QPeriod: Q1 FY2014

PNC FINANCIAL SERVICES GROUP, INC. Quarterly Report for Q1 Ended Mar 31, 2014

Filed May 8, 2014For Securities:PNC

Summary

PNC Financial Services Group, Inc. reported net income attributable to common shareholders of $992 million, or $1.82 per diluted share, for the first quarter of 2014, a rise from $928 million, or $1.74 per diluted share, in the prior year period. This increase was driven by a lower provision for credit losses and a reduction in noninterest expenses, which more than offset a 5% decline in total revenue. The revenue decrease was primarily due to lower net interest income, although noninterest income saw a slight increase. The bank's balance sheet strengthened, with total assets growing 1% to $323.4 billion, supported by higher interest-earning deposits and loan growth. Total deposits also increased, reflecting growth in transaction deposits. PNC demonstrated a strong capital position, with its Transitional Basel III Common Equity Tier 1 capital ratio at 10.8% and its pro forma fully phased-in Basel III Common Equity Tier 1 capital ratio increasing to 9.7%. The company also returned capital to shareholders through a 9% increase in its quarterly common stock dividend to $0.48 per share and announced a $1.5 billion share repurchase program. Credit quality improved, evidenced by a decrease in nonperforming assets and net charge-offs.

Financial Statements
Beta
Revenue$3.78B
Interest Expense$215.00M
Net Income$1.06B
EPS (Basic)$1.86
EPS (Diluted)$1.82
Shares Outstanding (Basic)532.00M
Shares Outstanding (Diluted)539.00M

Key Highlights

  • 1Net income attributable to common shareholders increased to $992 million ($1.82/share) from $928 million ($1.74/share) year-over-year.
  • 2Total revenue decreased by 5% to $3.8 billion, primarily due to a 8% decline in net interest income to $2.2 billion, partly offset by a slight increase in noninterest income to $1.6 billion.
  • 3Provision for credit losses significantly decreased by 60% to $94 million, reflecting improved credit quality.
  • 4Noninterest expense decreased by 4% to $2.3 billion, attributed to disciplined expense management and lower personnel costs.
  • 5Total loans grew 1% to $198.2 billion, driven by commercial lending, while total deposits increased 1% to $222.4 billion.
  • 6PNC's Transitional Basel III Common Equity Tier 1 capital ratio stood at 10.8% at quarter-end.
  • 7The company's Board of Directors approved a 9% increase in the quarterly common stock dividend to $0.48 per share and announced a share repurchase program of up to $1.5 billion for the subsequent four quarters.

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