Mercantile Bank Reports Strong Q2 Earnings and Plans Acquisition

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News Summary

Mercantile Bank Corp. has reported a net income of $22.6 million for the second quarter of 2025, exceeding Wall Street expectations. The bank plans to acquire Eastern Michigan Financial Corp. for $95.8 million, which will bolster its total assets to $6.7 billion. This strategic move is expected to yield an 11% earnings accretion for the bank. Additionally, the Board declared a quarterly cash dividend of $0.38 per common share, reflecting a growth strategy aimed at future expansions.

Grand Rapids, Michigan — Mercantile Bank Corp. (MBWM) has reported impressive earnings for the second quarter of 2025, posting net income of $22.6 million, or $1.39 per share. This performance has surpassed Wall Street expectations, with analysts predicting earnings of $1.23 per share according to a survey by Zacks Investment Research. Total revenue for the quarter reached $93.4 million, with revenue net of interest expense at $60.9 million, exceeding the projected figure of $60.4 million.

In a move to expand its reach, Mercantile Bank announced its plan to acquire Eastern Michigan Financial Corp. for $95.8 million in a combination of cash and stock. Eastern Michigan Financial, the parent company of Eastern Michigan Bank, operates 12 offices across Sanilac, Huron, and St. Clair counties. The acquisition will significantly enhance Mercantile Bank’s total assets, which are set to rise to $6.7 billion, and total deposits will increase to $5.2 billion.

As part of the merger agreement, Mercantile Bank will provide $32.32 in cash and issue 0.7116 shares for each outstanding share of Eastern Michigan Financial. This strategic acquisition is anticipated to deliver an 11% earnings accretion for Mercantile Bank, with an expected earn-back period of approximately three and a half years. The deal is projected to close in the fourth quarter of 2025, contingent upon the necessary shareholder and regulatory approvals.

Mercantile Bank has engaged Stephens Inc. for financial advisory services and Dickinson Wright PLLC for legal assistance during this acquisition process. After the completion of the acquisition, William Oldford, CEO of Eastern Michigan Bank, will transition to serve as the regional market president for Mercantile Bank.

Furthermore, the Board of Directors declared a quarterly cash dividend of $0.38 per common share, which is payable on September 17, 2025. This dividend signifies a nearly 3% increase compared to Q2 2025 and a 6% increase from Q3 2024.

For the first half of 2025, Mercantile Bank reported net income totaling $42.1 million. As of June 30, the bank had total assets of $6.18 billion and total deposits of $4.71 billion. Notably, the bank’s commercial loans grew by $114 million, leading to a total of $3.82 billion for the first half of the year. Looking ahead, the bank anticipates loan growth of between 1% and 2% in the third quarter and between 3% and 5% in the fourth quarter of 2025.

Mercantile Bank’s management has indicated a commitment to strategic growth through further acquisitions in the future and has expressed an emphasis on finding the right partners that align with the bank’s long-term objectives.

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