CAREHIGH SIGNALFINANCIAL10-K

Carter Bankshares experienced a massive 266% surge in interest expense while simultaneously reducing share count and improving profitability, indicating significant balance sheet transformation amid a challenging rate environment.

The dramatic increase in interest expense suggests the bank is facing substantial funding cost pressures, likely from rising deposit rates or increased reliance on wholesale funding, yet management has maintained profitability growth through effective asset repricing or cost management. The 4.2% reduction in outstanding shares combined with higher net income demonstrates strong capital allocation and earnings power despite margin pressure.

Comparing 2026-03-05 vs 2025-03-07View on EDGAR →
FINANCIAL ANALYSIS

Carter Bankshares delivered a paradoxical performance with interest expense exploding 266% to $74.1M while net income still grew 28% to $31.4M, suggesting robust asset yields are offsetting funding cost pressures. Cash and equivalents increased 15% to $277.8M, providing liquidity cushion amid the challenging operating environment, while the company reduced its share count by nearly 1 million shares. This financial profile indicates a bank successfully navigating interest rate headwinds through disciplined pricing and capital management, though the magnitude of expense growth warrants close monitoring of net interest margin trends.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+265.9%
$20.3M$74.1M

Interest expense surged 265.9% — significant debt increase or rising rates materially impacting earnings.

Net Income
P&L
+27.9%
$24.5M$31.4M

Net income grew 27.9% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+14.8%
$241.9M$277.8M

Cash grew 14.8% — improving liquidity position supports investment and shareholder returns.

LANGUAGE CHANGES
NEW — 2026-03-05
PRIOR — 2025-03-07
ADDED
There were 22,164,453 shares of common stock of Carter Bankshares, Inc.
Forward-looking statements may include statements relating to our financial condition, market conditions, results of operations, plans, including our strategic plan, brand strategy, and guiding principles and the anticipated results of the foregoing, objectives, outlook for earnings, revenues, expenses, capital and liquidity levels and ratios, asset levels, asset quality, loan pipeline and nonaccrual and nonperforming loans ( NPL ).
Although the Company believes the assumptions upon which these forward-looking statements are based are reasonable, any of these assumptions could prove to be inaccurate and the forward-looking statements based on these assumptions could be incorrect.
Actual results may differ significantly from those expressed in or implied by these forward-looking statements.
government and the related impacts on economic conditions and financial markets, and changes in policies of the Federal Reserve, FDIC and U.S.
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REMOVED
There were 23,130,924 shares of common stock of Carter Bankshares, Inc.
Forward-looking statements include statements that relate to our financial condition, market conditions, results of operations, plans, objectives, outlook for earnings, revenues, expenses, capital and liquidity levels and ratios, asset levels, asset quality and nonaccrual and nonperforming loans.
Although we believe the assumptions upon which these forward-looking statements are based are reasonable, any of these assumptions could prove to be inaccurate and the forward-looking statements based on these assumptions could be incorrect.
Many of these factors, as well as other factors, are described throughout this Annual Report on Form 10-K, including Part I, Item 1A, Risk Factors and any of our subsequent filings with the Securities and Exchange Commission ( SEC ).
Any forward-looking statement speaks only as to the date on which it is made, and we undertake no obligation to update, revise or clarify any forward-looking statement to reflect developments occurring after the statement is made.
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