The Bank Slate

INSIGHTS INTO THE BANKING INDUSTRY

First Interstate in Montana to record larger-than-expected 4Q provision

First Interstate BancSystem in Billings, Mont., warned it will record a larger-than-expected loan-loss provision in the fourth quarter after recording a $49.3 million charge-off tied to a commercial-and-industrial loan.

The company disclosed in a regulatory filing that it already had a $26.5 million specific reserve set up on Sept. 30 tied to the loan. The loan had an aggregate outstanding balance of $62.8 million on Dec. 31, and the bank’s remaining exposure is $13.5 million.

The loan relationship has been on non-accrual status for nearly a year. The latest charge-off reflects “continued deterioration of the borrower’s financial performance in the fourth quarter,” the filing said.

First Interstate said a receiver was recently appointed over the borrower on an emergency basis to enforce its rights. The borrower then agreed to sell substantially all of its assets in a deal set to close later this month. The proceeds are expected to be applied to resolve the C&I Loan.

Separately, First Interstate disclosed that it had successfully resolved an agricultural loan with a $22.2 million outstanding nonperforming balance after the loan was paid off. Though the loan had been nonperforming since late 2023, no specific reserve was applied to the loan.

First Interstate, as a result, expects nonperforming loans to fall during last year’s fourth quarter.

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