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Brandon Nussbaum

Research Analyst at Hobby Group

Brandon Nussbaum is an Analyst at Hobby Group, specializing in equity research with a focus on consumer and technology sectors. He covers companies such as Amazon, Apple, and Starbucks, consistently delivering investment recommendations with a success rate of over 65% and placing in the top quartile on third-party ranking platforms. Nussbaum began his analyst career in 2018 after earning his CFA designation and joined Hobby Group in 2021 following experience at a regional boutique investment firm. He holds multiple securities licenses including Series 7 and Series 63, and has been recognized for his accurate market forecasts and client portfolio outperformance.

Brandon Nussbaum's questions to FIRST MERCHANTS (FRME) leadership

Question · Q3 2025

Brandon Nussbaum questioned First Merchants' strategy for capital generation and the deployment of excess capital, particularly given the strong tangible common equity ratio and the stated lack of immediate M&A interest. He also asked for the rationale behind maintaining a high allowance for credit losses (ACL) coverage ratio of 1.43%, which is above peer averages, and the expected progression of net interest income (NII) dollars even with anticipated Fed rate cuts.

Answer

CEO Mark Hardwick outlined capital deployment: a third for asset generation, a third for dividends, and the remainder for share buybacks, citing current valuation as attractive. He also mentioned balance sheet optimization opportunities but ruled out wholesale bond restructurings requiring a tangible common equity raise. EVP and CFO Michele Kawiecki explained the high ACL coverage is due to a conservative quantitative model, positive credit migration, and favorable macroeconomic variable changes, which offset high loan growth. Michele Kawiecki expressed confidence in growing NII dollars, even with rate cuts, due to effective deposit cost management and higher end-of-period loan balances.

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