v3.25.4
LOANS AND ALLOWANCE FOR CREDIT LOSSES
12 Months Ended
Dec. 31, 2025
LOANS AND ALLOWANCE FOR CREDIT LOSSES  
LOANS AND ALLOWANCE FOR CREDIT LOSSES

8. LOANS AND ALLOWANCE FOR CREDIT LOSSES

Loans receivable at December 31, 2025 and 2024 are summarized as follows:

Summary of Loans by Type

(In Thousands)

 

December 31, 

  ​ ​ ​

December 31, 

 

2025

2024

Commercial real estate - non-owner occupied

$

927,738

$

739,565

Commercial real estate - owner occupied

311,792

261,071

All other commercial loans

560,537

423,277

Residential mortgage loans

443,950

408,009

Consumer loans

110,348

63,926

Total

2,354,365

1,895,848

Less: allowance for credit losses on loans

(31,048)

(20,035)

Loans, net

$

2,323,317

$

1,875,813

In the table above, outstanding loan balances are presented net of deferred loan origination fees of $4,074,000 at December 31, 2025 and $4,136,000 at December 31, 2024.

The Corporation grants loans to individuals as well as commercial and tax-exempt entities. Commercial, residential and personal loans are made to customers geographically concentrated in Northcentral Pennsylvania, the Southern tier of New York State, Southeastern Pennsylvania and Southcentral Pennsylvania. Although the Corporation has a diversified loan portfolio, a significant portion of its debtors’ ability to honor their contracts is dependent on the local economic conditions within the region.

The following table presents an analysis of past due loans as of December 31, 2025 and 2024:

(In Thousands)

As of December 31, 2025

Past Due

Past Due

30-89

90+ Days

Nonaccrual

Current

Total

Days

Still Accruing

Loans

Loans

Loans

Commercial real estate - non-owner occupied

$

2,619

$

0

$

10,766

$

914,353

$

927,738

Commercial real estate - owner occupied

 

2,453

 

0

 

5,955

 

303,384

 

311,792

All other commercial loans

6,287

54

11,102

543,094

560,537

Residential mortgage loans

6,365

0

4,324

433,261

443,950

Consumer loans

 

585

 

34

 

689

 

109,040

 

110,348

Total

$

18,309

$

88

$

32,836

$

2,303,132

$

2,354,365

(In Thousands)

As of December 31, 2024

Past Due

Past Due

30-89

90+ Days

Nonaccrual

Current

Total

Days

Still Accruing

Loans

Loans

Loans

Commercial real estate - non-owner occupied

$

266

$

0

$

7,370

$

731,929

$

739,565

Commercial real estate - owner occupied

 

0

 

62

 

1,725

 

259,284

 

261,071

All other commercial loans

296

0

10,006

412,975

423,277

Residential mortgage loans

4,934

0

4,310

398,765

408,009

Consumer loans

162

 

57

 

431

 

63,276

 

63,926

Total

$

5,658

$

119

$

23,842

$

1,866,229

$

1,895,848

The Corporation uses an internal risk rating system. Under the risk rating system, the Corporation classifies problem or potential problem loans as “Special Mention,” “Substandard,” or “Doubtful” on the basis of currently existing facts, conditions and values. Loans that do not currently expose the Corporation to sufficient risk to warrant classification as Substandard or Doubtful, but possess weaknesses that deserve management’s close attention, are deemed to be Special Mention. Substandard loans include those characterized by the distinct possibility that the Corporation will sustain some loss if the deficiencies are not corrected. Loans classified as Doubtful have all the weaknesses inherent in those classified as Substandard with the added characteristic that the weaknesses present make collection or liquidation in full, on the basis of currently existing facts, conditions and values, highly questionable and improbable. Risk ratings are updated any time that conditions or the situation warrants. Loans not classified are included in the “Pass” rows in the table that follows.

Residential mortgage and consumer loans are classified as Pass unless they become 90 days delinquent at which time their classification is changed to Substandard. Such loans are classified as Substandard until six consecutive on-time payments are made at which time their classification is changed back to Pass.

The following table presents the amortized cost of loans by credit quality indicators by year of origination as of December 31, 2025:

(In Thousands)

Term Loans by Year of Origination

2025

2024

2023

2022

2021

Prior

Revolving

Total

Commercial real estate - non-owner occupied

 

 

 

 

 

  ​

 

  ​

 

  ​

 

  ​

Pass

$

82,832

$

84,330

$

149,720

$

171,419

$

90,420

$

295,369

$

0

$

874,090

Special Mention

 

77

 

30

 

1,942

 

15,920

 

2,073

 

8,045

 

0

 

28,087

Substandard

0

102

838

10,459

1,980

12,182

0

25,561

Doubtful

0

0

0

0

0

0

0

0

Total commercial real estate - non-owner occupied

$

82,909

$

84,462

$

152,500

$

197,798

$

94,473

$

315,596

$

0

$

927,738

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

0

$

807

$

0

$

807

Commercial real estate - owner occupied

 

 

 

 

 

 

 

 

Pass

$

34,602

$

36,786

$

35,411

$

53,260

$

51,396

$

80,809

$

0

$

292,264

Special Mention

0

 

357

 

2,406

 

1,159

 

805

 

5,127

 

0

 

9,854

Substandard

0

0

354

131

2,167

7,022

0

9,674

Doubtful

0

0

0

0

0

0

0

0

Total commercial real estate - owner occupied

$

34,602

$

37,143

$

38,171

$

54,550

$

54,368

$

92,958

$

0

$

311,792

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

0

$

0

$

0

$

0

All other commercial loans

 

 

 

 

 

 

 

 

Pass

$

123,534

$

45,148

$

64,103

$

46,670

$

44,056

$

64,539

$

134,404

$

522,454

Special Mention

 

1,380

 

522

 

32

 

100

 

4,443

 

732

 

2,028

 

9,237

Substandard

470

12,932

0

1,471

6,933

3,748

3,292

28,846

Doubtful

0

0

0

0

0

0

0

0

Total all other commercial loans

$

125,384

$

58,602

$

64,135

$

48,241

$

55,432

$

69,019

$

139,724

$

560,537

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

333

$

0

$

263

$

596

Residential mortgage loans

Pass

$

46,534

$

45,988

$

53,163

$

83,848

$

45,494

$

164,033

$

0

$

439,060

Special Mention

 

0

 

0

 

0

 

0

 

0

 

0

 

0

 

0

Substandard

0

22

901

424

200

3,343

0

4,890

Doubtful

0

0

0

0

0

0

0

0

Total residential mortgage loans

$

46,534

$

46,010

$

54,064

$

84,272

$

45,694

$

167,376

$

0

$

443,950

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

0

$

5

$

0

$

5

Consumer loans

Pass

$

2,751

$

2,062

$

1,780

$

1,850

$

506

$

2,460

$

97,976

$

109,385

Special Mention

 

0

 

0

 

0

 

0

 

0

 

0

 

0

 

0

Substandard

1

7

6

0

2

170

777

963

Doubtful

0

0

0

0

0

0

0

0

Total consumer loans

$

2,752

$

2,069

$

1,786

$

1,850

$

508

$

2,630

$

98,753

$

110,348

Year-to-date gross charge-offs

$

0

$

0

$

33

$

40

$

3

$

0

$

242

$

318

Total Loans

Pass

$

290,253

$

214,314

$

304,177

$

357,047

$

231,872

$

607,210

$

232,380

$

2,237,253

Special Mention

 

1,457

 

909

 

4,380

 

17,179

 

7,321

 

13,904

 

2,028

 

47,178

Substandard

471

13,063

2,099

12,485

11,282

26,465

4,069

69,934

Doubtful

0

0

0

0

0

0

0

0

Total

$

292,181

$

228,286

$

310,656

$

386,711

$

250,475

$

647,579

$

238,477

$

2,354,365

Year-to-date gross charge-offs

$

0

$

0

$

33

$

40

$

336

$

812

$

505

$

1,726

The following table presents the amortized cost of loans by credit quality indicators by year of origination as of December 31, 2024.

Term Loans by Year of Origination

(In Thousands)

2024

2023

2022

2021

2020

Prior

Revolving

Total

Commercial real estate - non-owner occupied

Pass

$

59,708

$

99,900

$

161,497

$

78,884

$

51,851

$

243,578

$

0

$

695,418

Special Mention

0

 

0

 

16,233

 

1,371

 

0

 

8,188

 

0

 

25,792

Substandard

116

0

9,928

0

0

8,311

0

18,355

Doubtful

0

0

0

0

0

0

0

0

Total commercial real estate - non-owner occupied

$

59,824

$

99,900

$

187,658

$

80,255

$

51,851

$

260,077

$

0

$

739,565

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

0

$

757

$

0

$

757

Commercial real estate - owner occupied

 

 

 

 

 

 

 

Pass

$

25,552

$

33,533

$

52,207

$

49,410

$

11,444

$

76,558

$

0

$

248,704

Special Mention

0

 

0

 

0

 

0

 

0

 

961

 

0

 

961

Substandard

 

0

5,125

729

2,367

0

3,185

0

11,406

Doubtful

0

0

0

0

0

0

0

0

Total commercial real estate - owner occupied

$

25,552

$

38,658

$

52,936

$

51,777

$

11,444

$

80,704

$

0

$

261,071

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

0

$

0

$

0

$

0

All other commercial loans

 

 

 

 

 

 

 

Pass

$

73,812

$

74,301

$

44,245

$

44,367

$

23,084

$

30,656

$

109,121

$

399,586

Special Mention

533

 

0

 

2,306

 

2

 

0

 

0

 

2,147

 

4,988

Substandard

44

0

3,478

5,229

109

1,078

8,765

18,703

Doubtful

0

0

0

0

0

0

0

0

Total all other commercial loans

$

74,389

$

74,301

$

50,029

$

49,598

$

23,193

$

31,734

$

120,033

$

423,277

Year-to-date gross charge-offs

$

0

$

0

$

427

$

60

$

21

$

122

$

0

$

630

Residential mortgage loans

Pass

$

41,450

$

48,937

$

80,789

$

50,108

$

35,601

$

146,231

$

0

$

403,116

Special Mention

0

 

0

 

0

 

0

 

0

 

0

 

0

 

0

Substandard

0

380

0

85

82

4,346

0

4,893

Doubtful

0

0

0

0

0

0

0

0

Total residential mortgage loans

$

41,450

$

49,317

$

80,789

$

50,193

$

35,683

$

150,577

$

0

$

408,009

Year-to-date gross charge-offs

$

0

$

0

$

0

$

0

$

0

$

0

$

0

$

0

Consumer loans

Pass

$

3,859

$

3,441

$

2,848

$

1,013

$

599

$

679

$

50,860

$

63,299

Special Mention

0

 

0

 

0

 

0

 

0

 

0

 

0

 

0

Substandard

0

8

4

0

0

71

544

627

Doubtful

0

0

0

0

0

0

0

0

Total consumer loans

$

3,859

$

3,449

$

2,852

$

1,013

$

599

$

750

$

51,404

$

63,926

Year-to-date gross charge-offs

$

0

$

69

$

130

$

7

$

8

$

1

$

114

$

329

Total Loans

Pass

$

204,381

$

260,112

$

341,586

$

223,782

$

122,579

$

497,702

$

159,981

$

1,810,123

Special Mention

 

533

 

0

 

18,539

 

1,373

 

0

 

9,149

 

2,147

 

31,741

Substandard

160

5,513

14,139

7,681

191

16,991

9,309

53,984

Doubtful

0

0

0

0

0

0

0

0

Total

$

205,074

$

265,625

$

374,264

$

232,836

$

122,770

$

523,842

$

171,437

$

1,895,848

Year-to-date gross charge-offs

$

0

$

69

$

557

$

67

$

29

$

880

$

114

$

1,716

The following table is a summary of the Corporation’s nonaccrual loans by major categories for the periods indicated.

December 31, 2025

Nonaccrual Loans with

Nonaccrual Loans

Total Nonaccrual

(In Thousands)

No Allowance

with an Allowance

Loans

Commercial real estate - non-owner occupied

$

9,343

$

1,423

$

10,766

Commercial real estate - owner occupied

 

5,470

 

485

 

5,955

All other commercial loans

7,609

3,493

11,102

Residential mortgage loans

4,324

0

4,324

Consumer loans

 

689

 

0

 

689

Total

$

27,435

$

5,401

$

32,836

December 31, 2024

  ​ ​ ​

Nonaccrual Loans with

Nonaccrual Loans

Total Nonaccrual

(In Thousands)

 

No Allowance

with an Allowance

Loans

Commercial real estate - non-owner occupied

$

7,370

$

0

$

7,370

Commercial real estate - owner occupied

 

1,467

 

258

 

1,725

All other commercial loans

10,006

0

10,006

Residential mortgage loans

4,310

0

4,310

Consumer loans

 

431

 

0

 

431

Total

$

23,584

$

258

$

23,842

The Corporation recognized $815,000 and $1,042,000 of interest income on nonaccrual loans during the years ended December 31, 2025 and 2024.

The following table presents the accrued interest receivable written off by reversing interest income during the years ended December 31, 2025 and 2024:

Year Ended

Year Ended

(In Thousands)

December 31, 2025

December 31, 2024

Commercial real estate - non-owner occupied

$

12

$

22

Commercial real estate - owner occupied

 

51

 

10

All other commercial loans

6

198

Residential mortgage loans

17

29

Consumer loans

 

0

 

10

Total

$

86

$

269

The Corporation has certain loans for which repayment is dependent upon the operation or sale of collateral, as the borrower is experiencing financial difficulty. The underlying collateral can vary based upon the type of loan. The following provides more detail about the types of collateral that secure collateral dependent loans:

Commercial real estate loans can be secured by either owner occupied commercial real estate or non-owner occupied investment commercial real estate. Typically, owner occupied commercial real estate loans are secured by office buildings, warehouses, manufacturing facilities and other commercial and industrial properties occupied by operating companies. Non-owner occupied commercial real estate loans are generally secured by office buildings and complexes, retail facilities, multifamily complexes, land under development, industrial properties, as well as other commercial or industrial real estate.
All other commercial loans include loans typically secured by business assets including inventory, equipment and receivables. Also within this category, commercial construction and land loans and some commercial lines of credit are secured by real estate.
Residential mortgage loans are typically secured by first mortgages, and in some cases could be secured by a second mortgage.
Consumer loans are generally secured by automobiles, motorcycles, recreational vehicles and other personal property. Some consumer loans are unsecured and have no underlying collateral.

The following table details the amortized cost of collateral dependent loans, which are individually evaluated to determine expected credit losses, and the related allowance for credit losses on these loans:

December 31, 2025

December 31, 2024

Amortized

Amortized

(In Thousands)

Cost

Allowance

Cost

Allowance

Commercial real estate - non-owner occupied

$

10,876

$

140

$

7,370

$

0

Commercial real estate - owner occupied

 

6,325

266

 

6,749

 

122

All other commercial loans

14,551

2,366

16,006

0

Residential mortgage loans

350

0

0

0

Consumer loans

 

326

 

0

 

0

 

0

Total

$

32,428

$

2,772

$

30,125

$

122

The following tables summarize the activity related to the ACL on loans for the years ended December 31, 2025, 2024 and 2023:

Commercial

Commercial

All

real estate -

real estate -

other

Residential

nonowner

owner

commercial

mortgage

Consumer

(In Thousands)

occupied

occupied

loans

loans

loans

Total

Balance, December 31, 2024

$

11,964

$

2,844

$

3,361

$

1,356

$

510

$

20,035

Allowance recorded in business combination - PCD loans

2,151

271

215

0

0

2,637

Allowance recorded in business combination - non-PCD loans

2,681

601

818

303

34

4,437

Charge-offs

(807)

0

(596)

(5)

(318)

(1,726)

Recoveries

0

0

1

4

104

109

Provision (credit) for credit losses on loans

 

3,473

 

370

 

1,706

 

(29)

 

36

 

5,556

Balance, December 31, 2025

$

19,462

$

4,086

$

5,505

$

1,629

$

366

$

31,048

Commercial

Commercial

All

real estate -

real estate -

other

Residential

nonowner

owner

commercial

mortgage

Consumer

(In Thousands)

occupied

occupied

loans

loans

loans

Total

Balance, December 31, 2023

$

12,010

$

2,116

$

2,918

$

1,764

$

400

$

19,208

Charge-offs

(757)

0

(630)

0

(329)

(1,716)

Recoveries

0

0

40

6

67

113

Provision (credit) for credit losses on loans

 

711

728

1,033

(414)

372

 

2,430

Balance, December 31, 2024

$

11,964

$

2,844

$

3,361

$

1,356

$

510

$

20,035

Commercial

Commercial

All

real estate -

real estate -

other

Residential

nonowner

owner

commercial

mortgage

Consumer

(In Thousands)

occupied

occupied

loans

loans

loans

Unallocated

Total

Balance, December 31, 2022

$

6,305

$

1,942

$

4,142

$

2,751

$

475

$

1,000

$

16,615

Adoption of ASU 2016-13 (CECL)

3,763

7

(88)

(344)

(234)

(1,000)

2,104

Charge-offs

0

0

(12)

(33)

(311)

0

(356)

Recoveries

0

0

44

11

37

0

92

Provision (credit) for credit losses on loans

 

1,942

167

(1,168)

(621)

433

0

 

753

Balance, December 31, 2023

$

12,010

$

2,116

$

2,918

$

1,764

$

400

$

0

$

19,208

The ACL on loans individually evaluated increased to $2,772,000 at December 31, 2025 from $122,000 at December 31, 2024, including an ACL of $2,632,000 at December 31, 2025 on acquired PCD loans as part of the Susquehanna acquisition.

The ACL on loans collectively evaluated increased to $28,276,000 at December 31, 2025 from $19,913,000 at December 31, 2024. The increase included the impact of growth in the portfolio, mainly from the Susquehanna acquisition, as well as a net increase related to changes in qualitative factors.

The ACL on loans individually evaluated decreased to $122,000 at December 31, 2024 from $743,000 at December 31, 2023, primarily from partial charge-offs including two loans with individual ACLs at December 31, 2023. The increase in the ACL at December 31, 2024 as compared to December 31, 2023 included a net increase related to changes in qualitative adjustments and the net impact of an increase in loans receivable, partially offset by a decrease in the WARM method estimate and a decrease related to the economic forecast.

The ACL on loans individually evaluated was $743,000 at December 31, 2023 compared to $751,000 at January 1, 2023, upon the initial adoption of CECL. The decrease in the ACL at December 31, 2023 from January 1, 2023 included a net increase related to changes in qualitative adjustments, an increase related to the economic forecast and the net impact of an increase in loans receivable, partially offset by a decrease in the WARM method estimate.

Modifications Made to Borrowers Experiencing Financial Difficulty

The following table summarizes the amortized cost basis of loans modified during the years ended December 31, 2025 and 2024:

  ​ ​ ​

Year Ended December 31, 2025

(Dollars in Thousands)

Term Extension

Amortized Cost

% of Total

 

Basis

Loan Type

 

Financial Effect

Commercial Real Estate - Non-owner Occupied

$

1,717

0.30

%

Extended the maturity of one loan for 4 months

  ​ ​ ​

Year Ended December 31, 2024

(Dollars in Thousands)

Term Extension

Amortized Cost

% of Total

 

Basis

Loan Type

 

Financial Effect

Commercial Real Estate - Non-owner Occupied

$

2,625

0.35

%

Extended the maturity of one loan for 6 months and one loan for 5 years

Commercial Real Estate - Owner Occupied

218

0.08

%

Extended the maturity of one loan for 12 months

Total

$

2,843

The Corporation closely monitors the performance of the loans that are modified to borrowers experiencing financial difficulty to understand the effectiveness of its modification efforts. Because the effect of most modifications made to borrowers experiencing financial difficulty is already included in the allowance for credit losses because of the measurement methodologies used to estimate the allowance, a change to the allowance for credit losses is generally not recorded upon modification.

The following tables present the performance of such loans that have been modified in the twelve-month period preceding December 31, 2025 and 2024 (in thousands):

(In Thousands)

Payment Status (Amortized Cost Basis)

December 31, 2025

  ​ ​ ​

Current or Past Due Less than 30 Days

  ​ ​ ​

30-89 Days Past Due

90+ Days Past Due

  ​ ​ ​

Total

Commercial real estate - non-owner occupied

$

0

$

1,717

$

0

$

1,717

(In Thousands)

Payment Status (Amortized Cost Basis)

December 31, 2024

  ​ ​ ​

Current or Past Due Less than 30 Days

30-89 Days Past Due

  ​ ​ ​

90+ Days Past Due

  ​ ​ ​

Total

Commercial real estate - non-owner occupied

$

2,572

$

0

$

0

$

2,572

Commercial real estate - owner occupied

217

0

0

217

Total

$

2,789

$

0

$

0

$

2,789

In the table immediately above, at December 31, 2024 the loan secured by owner occupied commercial real estate of $218,000 and one of the loans secured by non-owner occupied commercial real estate with an amortized cost basis of $1,814,000 were in nonaccrual status.

For the loan secured by non-owner occupied real estate with an amortized cost basis of $1,814,000 at December 31, 2024, the Corporation had extended the maturity for 12 months in the fourth quarter 2023. In 2024, the borrower continued to experience financial difficulty, and the Corporation provided another six-month extension of the maturity. The Corporation recorded a partial charge-off of $640,000 on this loan in 2024. In 2025, the Corporation provided another four-month extension of the maturity and recorded a partial charge-off of $35,000 on this loan. The amortized cost basis of the loan was $1,717,000 at December 31, 2025. There was no specific allowance on this loan at December 31, 2025 and 2024.

The Corporation had no commitments to lend any additional funds on modified loans during the year ended December 31, 2025 and 2024, the Corporation had no loans that defaulted during the year ended December 31, 2025 and 2024 and had been modified preceding the payment default when the borrower was experiencing financial difficulty at the time of modification.

The carrying amount of foreclosed residential real estate properties held as a result of obtaining physical possession (included in Foreclosed assets held for sale in the consolidated balance sheets) is as follows:

(In Thousands)

  ​ ​ ​

December 31, 

  ​ ​ ​

December 31,

2025

2024

Foreclosed residential real estate

$

33

$

25

The amortized cost of consumer mortgage loans secured by residential real properties for which formal foreclosure proceedings were in process is as follows:

(In Thousands)

  ​ ​ ​

December 31, 

  ​ ​ ​

December 31,

2025

2024

Residential real estate in process of foreclosure

$

433

$

717

The Corporation maintains an allowance for off-balance sheet credit exposures such as unfunded balances for existing lines of credit, commitments to extend future credit, commercial letters of credit and credit enhancement obligations related to residential mortgage loans sold with recourse, when there is a contractual obligation to extend credit and when this extension of credit is not unconditionally cancellable (i.e. commitment cannot be canceled at any time). Additional information related to commitments to extend credit and standby letter of credits is provided in Note 16. The allowance for off-balance sheet credit exposures is adjusted as a provision for credit loss expense. The estimate includes consideration of the likelihood that funding will occur and an estimate of expected credit losses on commitments expected to be funded over their estimated lives. The allowance for credit losses for off-balance sheet exposures of $1,029,000 at December 31, 2025 and $455,000 at December 31, 2024, is included in accrued interest and other liabilities on the  consolidated balance sheets.

The following table presents the balance and activity in the allowance for credit losses for off-balance sheet exposures for the years ended December 31, 2025 and 2024.

Year Ended

Year Ended

(In Thousands)

December 31, 2025

December 31, 2024

Balance, Beginning of Period

$

455

$

690

Allowance recorded in business combination

57

0

Provision (credit) for unfunded commitments

517

(235)

Balance, End of Period

$

1,029

$

455