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ISS backs Territorial-Hope Bancorp merger amid Blue Hill concerns

Published 10/21/2024, 07:22 PM
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HONOLULU - Institutional Shareholder Services (ISS), a leading proxy advisory firm, has endorsed the proposed merger between Territorial Bancorp Inc. (NASDAQ: NASDAQ:TBNK) and Hope Bancorp, Inc. (NASDAQ: HOPE), recommending that Territorial shareholders vote in favor of the agreement. The Territorial Board of Directors unanimously supports this merger, set for a vote at the Special Meeting on November 6, 2024.

ISS's endorsement comes amidst scrutiny of a preliminary indication of interest from Blue Hill, which has been deemed uncertain due to a lack of financing, unclear backing entities, and questionable execution capability. In contrast, ISS acknowledges the strategic rationale for the Territorial-Hope Bancorp merger, suggesting it offers a more secure outcome than Territorial remaining standalone.

Territorial's statement highlighted the merger's benefits, including a significant dividend increase for its shareholders and a tax-free transaction structure. The company has urged shareholders to vote for the transaction, citing the potential for realizable value and substantial upside.

This merger is expected to diversify loan portfolios, expand market share, and provide capital to support growth, aiming to enhance value for shareholders. However, the completion of the proposed transaction is subject to regulatory approvals, the approval of Territorial Bancorp stockholders, and other customary closing conditions.

The ISS report, dated October 18, 2024, raised concerns over Blue Hill's failure to provide necessary details, such as committed financing and increased disclosure, which could address the board's concerns and protect shareholders' interests.

Territorial Bancorp Inc., based in Honolulu, Hawai'i, is the holding company for Territorial Savings Bank, which operates 28 branches across the state. The company has encouraged its shareholders to vote well in advance of the Special Meeting to ensure their voices are heard.

This news article is based on a press release statement from Territorial Bancorp Inc. Investors and stockholders are advised to read the proxy prospectus and other relevant documents filed with the U.S. Securities and Exchange Commission for a comprehensive understanding of the proposed transaction and related matters.

In other recent news, Territorial Bancorp Inc. has been actively pushing for a merger with Hope Bancorp, Inc. amidst a bid from Blue Hill Advisors LLC. The company has consistently urged its shareholders to vote in favor of the proposed merger, highlighting the potential value creation from the all-stock transaction. Benefits of the merger include anticipated annual cost savings and synergies of $10.5 million, a substantial dividend increase, and strategic advantages from becoming part of a larger, more diversified regional bank.

In contrast, Territorial Bancorp has repeatedly rejected Blue Hill Advisors LLC's merger proposal, despite an increased offer. The company's board deemed the Blue Hill offer inferior, citing concerns about the lack of committed financing, reliance on regulatory approvals, and potential negative impacts on local communities.

These are recent developments following Hope Bancorp's filing of a Registration Statement on Form S-4 with the U.S. Securities and Exchange Commission (SEC). The board of Territorial Bancorp continues to recommend that shareholders support the Hope Bancorp merger, considering it the best path forward for value creation and growth. The merger is expected to be completed by the end of 2024, subject to regulatory approvals and stockholder consent.

InvestingPro Insights

As Territorial Bancorp Inc. (NASDAQ: TBNK) approaches its crucial merger vote, recent InvestingPro data provides additional context to the company's financial position. TBNK's market capitalization stands at $94.23 million, reflecting its current market valuation. The company's Price to Book ratio of 0.38 as of Q2 2024 indicates that the stock is trading below its book value, which aligns with an InvestingPro Tip highlighting TBNK's low Price / Book multiple.

Despite the positive merger news, InvestingPro Tips suggest some challenges for TBNK. Analysts anticipate a sales decline in the current year, with revenue growth showing a negative 27.52% in the last twelve months as of Q2 2024. This decline in revenue may be a factor driving the merger strategy to enhance growth prospects.

On a more positive note, TBNK has maintained dividend payments for 15 consecutive years, demonstrating a commitment to shareholder returns. This track record could be appealing to Hope Bancorp investors. Additionally, TBNK has experienced a significant price uptick over the last six months, with a 52.44% total return, possibly reflecting market optimism about the merger.

For investors seeking a deeper analysis, InvestingPro offers 7 additional tips for TBNK, providing a more comprehensive view of the company's financial health and prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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