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Kelly Ann Motta

Managing Director and Senior Equity Analyst at Keefe, Bruyette & Woods

Kelly Ann Motta is a Managing Director and Senior Equity Analyst at Keefe, Bruyette & Woods, specializing in research on SMID-cap banks across the United States. She has covered companies including OFG Bancorp and is recognized for her in-depth sector analysis and consistent ratings, maintaining a reputable track record within the financial sector. Motta began her career at KBW in 2011, initially working in the quantitative research group before joining the banks team in 2015, and previously served as a Research Associate at Coleman Research Group. She holds an undergraduate degree in Mathematical Economics from Colgate University, has 14 years of experience as confirmed by FINRA, and is state-licensed with a clean disclosure record.

Kelly Ann Motta's questions to OFG BANCORP (OFG) leadership

Question · Q3 2025

Kelly Ann Motta asked for clarification on the Q4 margin guidance of $5.10-$5.20, specifically inquiring about the underlying Fed funds assumption and any deviations from prior margin expansion expectations. She also questioned the strategic approach and cadence of AI investments aimed at driving efficiencies, and sought an update on capital priorities, including the outlook for buybacks and M&A.

Answer

Maritza Arizmendi, Chief Financial Officer, attributed Q3 margin deviation to better-than-expected savings account inflows. For Q4, she noted the impact of the late September 25 basis point Fed cut. José Rafael Fernández, Chief Executive Officer and Chairman of the Board of Directors, clarified that they are modeling a 50 basis point reduction in Fed funds for Q4 and mentioned deposit volatility. Mr. Fernández emphasized that AI investments are delivering unique customer insights and are also starting to yield efficiencies in banking operations, particularly in people, with 2026 expense guidance to follow in Q4. On capital, Mr. Fernández stated that strong capital supports loan growth as the top priority, with more active buybacks expected in Q4 and 2026 due to strong earnings, followed by dividends, citing a robust Puerto Rico economy and onshoring benefits.

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