Black Friday Sale! Save huge on InvestingProGet up to 60% off

Regional lender Bank OZK plunges as Citi turns bearish over loan concerns

Published 05/29/2024, 12:11 PM
Updated 05/29/2024, 12:15 PM
© Reuters.
OZK
-
BKX
-

(Reuters) - Regional lender Bank OZK (NASDAQ:OZK)'s shares fell to their lowest in over six months on Wednesday after analysts at Citigroup double downgraded the stock, citing "substantial concern" over two individual loans tied to the commercial real estate sector.

The brokerage expressed worries that the bank's loans for a life science construction lending project in San Diego and a multi-use project in Atlanta, together estimated to be worth $1.05 billion, could see some deterioration in the coming quarters.

The commercial real estate (CRE) sector, which has been roiled by higher borrowing costs and lower occupancy, has become a key cause of concern for investors and lenders.

Citi said the San Diego property "has been rejected numerous times by sizable pharmaceutical companies" and has no known leases.

The loan to the Atlanta-based project could also see some deterioration owing to "the lack of interest in office leasing, largely due to lackluster location and very open floor plan forcing large-scale leases," the brokerage added.

The two projects together account for 3.8% of Bank OZK's non-purchased loans and are more than 8.1 times larger than its allowance for credit losses for construction loans, Citi said.

A spokesperson for the bank did not immediately respond to a request for comment.

The bank has sizable exposure to CRE. Real estate loans accounted for nearly 77% of its total loan book, as of March 31.

The company's shares were last down 16% at $38.59 in late morning trading. If the losses hold, the stock will wipe roughly $800 million from its total market cap of $5.22 billion.

Other regional lenders also fell in a broadly weak market. The KBW Regional Banking Index, considered a barometer of investor sentiment towards the industry, was last down 2.7% on Wednesday. The index is down 13.7% so far in 2024.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.