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Seacoast Banking Corporation of Florida Revises 2009 Fourth Quarter and Full Year Earnings


News provided by

Seacoast Banking Corporation of Florida

Mar 23, 2010, 05:14 ET

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STUART, Fla., March 23 /PRNewswire-FirstCall/ -- Seacoast Banking Corporation of Florida (Nasdaq-NMS: SBCF) ("the Company") today announced revised earnings for the fourth quarter and full year ended December 31, 2009, resulting from a $2 million increase in the Company's provision for loan losses.  Revised net loss available to common shareholders for the fourth quarter of 2009 was $39.1 million, or $0.73 per share, compared to previously reported net loss available to common shareholders of $37.1 million, or $0.69 per share for the fourth quarter of 2009.  Revised net loss available to common shareholders for the full year 2009 was $150.4 million, or $4.74 per share, compared to previously reported net earnings of $148.4 million, or $4.68 per share for the full year 2009.

Subsequent to the Company's earnings release on January 28, 2010 (the "January Earnings Release") and before the filing of its 2009 annual report on Form 10-K, the Company recorded an additional $2.0 million in provision for loan losses for the fourth quarter and full year ended December 31, 2009.  The increase in the provision for loan losses was related to the Company's consideration of new information that was obtained after the Company was appointed lead bank in February 2010 related to one loan participation.  The prior lead bank could not provide the Company with the appraisal which had purportedly supported the fair value as of December 31, 2009.  Following the January Earnings Release, the Company completed its own analysis of the value of the real estate securing this loan participation.  The Company increased the allowance for loan losses to reflect its updated fair value of the collateral, less estimated selling costs.

As a result of these changes, the Company's total provision for loan losses increased from $39.5 million to $41.5 million for the fourth quarter of 2009 and increased from $122.8 million to $124.8 million for the full year 2009. The Company's allowance for loan losses at December 31, 2009 increased from $43.2 million to $45.2 million.

The Company has included updated financial tables in this press release to reflect the revised financial information described herein.

Seacoast Banking Corporation of Florida has approximately $2.2 billion in assets.  It is one of the largest independent commercial banking organizations in Florida, headquartered on Florida's Treasure Coast, one of the wealthiest and fastest growing areas in the nation.

Cautionary Notice Regarding Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including, without limitation, statements about future financial and operating results, ability to realized deferred tax assets, cost savings, enhanced revenues, economic and seasonal conditions in our markets, and improvements to reported earnings that may be realized from cost controls and for integration of banks that we have acquired, as well as statements with respect to Seacoast's objectives, expectations and intentions and other statements that are not historical facts.  Actual results may differ from those set forth in the forward-looking statements.

Forward-looking statements include statements with respect to our beliefs, plans, objectives, goals, expectations, anticipations, estimates and intentions, and involve known and unknown risks, uncertainties and other factors, which may be beyond our control, and which may cause the actual results, performance or achievements of Seacoast to be materially different from future results, performance or achievements expressed or implied by such forward-looking statements. You should not expect us to update any forward-looking statements.  

You can identify these forward-looking statements through our use of words such as "may," "will," "anticipate," "assume," "should," "support", "indicate," "would," "believe," "contemplate," "expect," "estimate," "continue," "further", "point to," "project," "could," "intend" or other similar words and expressions of the future.  These forward-looking statements may not be realized due to a variety of factors, including, without limitation: the effects of future economic and market conditions, including seasonality; governmental monetary and fiscal policies, as well as legislative, tax and regulatory changes; changes in accounting policies, rules and practices; the risks of changes in interest rates on the level and composition of deposits, loan demand, liquidity and the values of loan collateral, securities, and interest sensitive assets and liabilities; interest rate risks, sensitivities and the shape of the yield curve; the effects of competition from other commercial banks, thrifts, mortgage banking firms, consumer finance companies, credit unions, securities brokerage firms, insurance companies, money market and other mutual funds and other financial institutions operating in our market areas and elsewhere, including institutions operating regionally, nationally and internationally, together with such competitors offering banking products and services by mail, telephone, computer and the Internet; and the failure of assumptions underlying the establishment of reserves for possible loan losses.  The risks of mergers and acquisitions, include, without limitation: unexpected transaction costs, including the costs of integrating operations; the risks that the businesses will not be integrated successfully or that such integration may be more difficult, time-consuming or costly than expected; the potential failure to fully or timely realize expected revenues and revenue synergies, including as the result of revenues following the merger being lower than expected; the risk of deposit and customer attrition; any changes in deposit mix; unexpected operating and other costs, which may differ or change from expectations; the risks of customer and employee loss and business disruption, including, without limitation, as the result of difficulties in maintaining relationships with employees; increased competitive pressures and solicitations of customers by competitors; as well as the difficulties and risks inherent with entering new markets.

All written or oral forward-looking statements attributable to us are expressly qualified in their entirety by this cautionary notice, including, without limitation, those risks and uncertainties described in our annual report on Form 10-K for the year ended December 31, 2008 and in our quarterly report on Form 10-Q/A for the period ending September 30, 2009 under "Special Cautionary Notice Regarding Forward-Looking Statements" and "Risk Factors", and otherwise in our SEC reports and filings.  Such reports are available upon request from the Company, or from the Securities and Exchange Commission, including through the SEC's Internet website at http://www.sec.gov.

    
    
    FINANCIAL  HIGHLIGHTS                                      (Unaudited)
    -------------------------------------------------------------------------
    SEACOAST  BANKING  CORPORATION OF
     FLORIDA AND SUBSIDIARIES
    
                             Three Months Ended          Twelve Months Ended
                                December 31,                 December 31,
    (Dollars in thousands,  --------------------         --------------------
    except share data)         2009         2008             2009        2008
    -------------------------------------------------------------------------
    Results of Operations
    Net interest income     $17,444      $17,467          $73,589     $77,231
    Provision for loan
     losses                  41,514       30,656          124,767      88,634
    Noninterest income:
       Securities gains       2,188            -            5,399         355
       Other                  4,601        4,830           19,015      22,241
    Noninterest expenses     20,868       20,733          131,747      78,890
    Loss before income
     taxes                 (38,149)     (29,092)        (158,511)    (67,697)
    Income tax benefit            -      (6,496)         (11,825)    (22,100)
    Net loss               (38,149)     (22,596)        (146,686)    (45,597)
    Net loss available
     to common
     shareholders          (39,086)     (22,679)        (150,434)    (45,712)
    
    Net interest
     income (1)              17,518       17,535           73,847      77,517
    
    Performance Ratios
    Return on average
     assets-GAAP
     basis (2), (3)         (6.91)%      (3.99)%          (6.58)%     (1.97)%
    Return on average
     tangible assets
     (2), (3), (4)           (6.89)       (4.05)           (4.37)      (1.99)
    
    Return on average
     shareholders'
     equity-GAAP
     basis (2), (3)         (84.51)      (45.92)          (73.79)     (22.25)
    
    Net interest
     margin (1), (2)           3.37         3.32             3.55        3.58
    
    Per Share Data
    Net loss diluted-GAAP
     basis                  $(0.73)      $(1.19)          $(4.74)     $(2.41)
    Net loss basic-GAAP
     basis                   (0.73)       (1.19)           (4.74)      (2.41)
    Cash dividends
     declared                     -         0.01             0.01        0.34
    Weighted average
     shares
     outstanding  - 
     diluted and basic   53,790,905   19,044,853       31,733,260  18,997,757
    Shares outstanding
     at period end       58,867,229   19,171,779       58,867,229  19,171,779
    
    
    FINANCIAL  HIGHLIGHTS (cont'd)                                (Unaudited)
    -------------------------------------------------------------------------
    SEACOAST  BANKING  CORPORATION
     OF FLORIDA AND SUBSIDIARIES
    
                               Quarter Ended                                
                               December 31,           Year Ended December 31,
    (Dollars in thousands, ------------------------   -----------------------
    except share data)         2009         2008            2009         2008
    -------------------------------------------------------------------------
    Credit Analysis
    Net charge-offs         $45,172      $33,916        $108,963      $81,148
    Net charge-offs to
     average loans           12.12%        7.76%            6.86%       4.45%
    Loan loss provision     $41,514      $30,656        $124,767      $88,634
    Allowance to loans at
     end of period            3.23%        1.75%            3.23%       1.75%
    
    Nonperforming loans     $97,876      $86,970         $97,876      $86,970
    OREO                     25,385        5,035          25,385        5,035
                           --------      -------        --------      -------
    Total non-
     performing assets     $123,261      $92,005        $123,261      $92,005
                           --------      -------        --------      -------
    
    Restructured loans
     (accruing)             $57,433      $12,616         $57,433      $12,616
    
    Nonperforming assets
     to loans and other
     real estate owned at
     end of period            8.66%        5.47%           8.66%        5.47%
    
    Nonperforming assets
     to total assets           5.73         3.97            5.73         3.97
    
    Selected Financial
     Data
    Total assets         $2,151,315   $2,314,436      $2,151,315   $2,314,436
    Securities available
     for sale (at fair
     value)                 393,648      318,030         393,648      318,030
    Securities held for
     investment (at
     amortized cost)         17,087       27,871          17,087       27,871
    Net loans             1,354,311    1,647,340       1,354,311    1,647,340
    Allowance for loan
     losses                  45,192       29,388          45,192       29,388
    Deposits              1,779,434    1,810,441       1,779,434    1,810,441
    Total shareholders'
     equity                 151,935      216,001         151,935      216,001
    Common shareholders'
     equity                 106,936      172,214         106,936      172,214
    Book value per share
     common                    1.82        11.27            1.82        11.27
    Tangible book value
     per share                 2.51         8.39            2.51         8.39
    Tangible common book
     value per share (5)       1.75         6.10            1.75         6.10
    Average shareholders'
     equity to average
     assets                   8.18%        8.68%            8.92%       8.87%
    Tangible common equity
     to tangible
     assets (5), (6)           4.79         5.18            4.79         5.18
    
    Average Balances
    Total assets         $2,189,699   $2,255,036      $2,228,418   $2,311,052
    Less: intangible
     assets                   4,274       55,346          29,446       55,817
                         ----------   ----------      ----------   ----------
    Total average
     tangible assets     $2,185,425   $2,199,690      $2,198,972   $2,255,235
                         ----------   ----------      ----------   ----------
    
    Total equity           $179,093     $195,770        $198,798     $204,933
    Less: intangible
     assets                   4,274       55,346          29,446       55,817
    Total average
     tangible equity        $174,819    $140,424        $169,352     $149,116
                            --------    --------        --------     --------
    
    
    (1)  Calculated on a fully taxable equivalent basis using amortized cost.
    (2)  These ratios are stated on an annualized basis and are not
    necessarily indicative of future periods.
    (3)  The calculation of ROA and ROE do not include the mark-to-market
    unrealized gains (losses) because the unrealized gains (losses) are not
    included in net income (loss).
    (4)  The Company believes that return on average assets and equity
    excluding the impacts of noncash amortization expense on intangible 
    assets is a better measurement of the Company's trend in earnings growth.
    (5)  The Company defines tangible common equity as total shareholders
    equity less preferred stock and intangible assets.
    (6)  The ratio of tangible common equity to tangible assets is a non-
    GAAP ratio used by the investment community to measure capital adequacy.

SOURCE Seacoast Banking Corporation of Florida

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