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Barclays Maintains an 'Equalweight' on First Financial Bancorp (FFBC); 3Q11 10-Q Review: Isolated Improvement

November 14, 2011 1:42 PM EST
FFBC Hot Sheet
Rating Summary:
    0 Buy, 9 Hold, 0 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Barclays maintains an 'Equalweight' on First Financial Bancorp (NASDAQ: FFBC) price target of $20.00.

Barclays analyst says, "Outlook: Similar to 2Q11, while FFBC is seeing isolated areas of improvement, overall weakness continues to exist in its strategic markets. Given the challenging environment, it intends to remain proactive in identifying and managing individual credit situations."

"Rates: Rates +100bps, NII +1.49% (+1.17% at 2Q). Unrealized AFS gains were
$27.53mn ($19.2mn at 2Q)...Asset quality: Restructured loans decreased $200k from 2Q11 to $17.283mn (79 loans) and increased $4mn y-o-y...M&A: Its purchase of 16 branches of Liberty Savings Bank in Ohio ($341mn in deposits) and $126.5mn of in-market performing loans closed in 3Q. It also signed a purchase and assumption agreement to acquire 22 Indiana-based retail banking branches from Flagstar Bank, FSB (Flagstar)(NYSE: FBC) and assume approximately $530mn of deposits. Investment Advisor FFCA was dissolved September 1."

For an analyst ratings summary and ratings history on First Financial Bancorp click here. For more ratings news on First Financial Bancorp click here.

Shares of First Financial Bancorp closed at $16.50 yesterday, with a 52 week range of $12.84-$19.57.


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