Quarterlytics / Financial Services / Banks - Regional / Hingham Institution for Savings

Hingham Institution for Savings

hifs · NASDAQ Financial Services
Claim this profile
Ticker hifs
Exchange NASDAQ
Sector Financial Services
Industry Banks - Regional
Employees 87
← All annual reports
FY2016 Annual Report · Hingham Institution for Savings
Sign in to download
Loading PDF…
BOSTON

Beacon Hill

South End

COHASSET

HINGHAM

Hingham Square 

South Hingham

Linden Ponds

HULL

NANTUCKET

NORWELL/HANOVER 

SCITUATE 

WEYMOUTH

HINGHAM

INSTITUTION FOR

SAVINGS

ESTABLISHED 1834

www.hinghamsavings.com

Member FDIC/Member DIF    |    Equal Housing Lender           

HINGHAM

INSTITUTION FOR

SAVINGS

ESTABLISHED 1834

2016 Annual Report

1

F i n a n c i a l   H i g h l i g h t s

F r o m   t h e   P r e s i d e n t

13.3

13.4

 22.3

    19.3            

23.4

1.30           1.34          2.10           1.46         1.56

43.65        48.49      57.08         64.83       75.50        

 16.5

1.24

1.16

1.10

1.03

1.06

12            13           14            15           16
Net Income*
($ in millions)

12            13           14            15           16
Dividends Declared**
($ per share)

12            13           14            15           16
Book Value
($ per share)

1,205.9   1,356.4   1,552.2    1,768.5     2,014.6  

869.9      940.9     1,089.2     1,217.0     1,366.1  

949.7     1,078.9    1,238.7     1,405.5     1,605.6 

To Our Business Partners:

2016 was another outstanding year for Hingham Institution for Savings.  
Since the present management group became associated with the Bank 
twenty  four  years  ago,  it  has  been  our  objective  to  build  a  great  bank, 
characterized  by  superior  long-term  financial  results,  a  fortress  balance 
sheet  that  provides  unquestionable  assurance  to  our  depositors,  and  an 
enduring culture of growth and success. In 2016, we continued to expand 
on this vision - a vision that attracts the best associates, customers, and 
shareholders to our company.

Last year, we produced earnings of $23.4 million dollars for our owners, a 
21.1% increase from 2015. Our return on average equity of 15.59% and re-
turn on average assets of 1.22% place us among the most profitable banks 
in the country. Net loans increased by 14.2% to $1.606 billion, deposits in-
creased  by  12.2%  to  $1.366  billion,  and  total  assets  increased  by  13.9%  to 
$2.015 billion.  Book value per share rose 16.5% in 2016 to $75.50 per share. This excludes capital returned 
to the shareholders through regular and special dividends - we declared $1.56 in dividends per share in 
2016.  The trailing five year compound annual growth rate in book value per share, an important mea-
sure of long-term value creation, rose to 14.3%. The efficiency ratio fell to a record low of 32.15%, a reflec-
tion of our disciplined cost control.

Although our financial results in 2016 were strong, the Bank’s long-term success is a reflection of the 
fact that banking is a long-term business. Our relationships with customers, their businesses, and their 
families span generations. Investments we made a decade ago continue to bear fruit today and invest-
ments we make today will dictate our returns and our competitive position many years from now. As a 
publicly-traded, closely-held business, we are corporate in form but a partnership in spirit. Our partner-
ship will always lend and invest with long-term performance in mind.

This means that we must balance improving near-term efficiency with ensuring that we have the peo-
ple, products, and technology necessary to serve our customers and manage risk as we grow. We are 
committed to investing in a high-performance team and we continue to attract some of the best bank-
ing and commercial real estate talent in our industry. We significantly expanded our benefits program in 
2016 with extended fully paid parental leave for new mothers and fathers and began sponsoring key staff 
for  advanced  degrees.  Our  culture  of  performance,  innovation,  and  deliberate  development,  coupled 
with our commitment to independence and our increasing geographic reach, make Hingham a great 
place to build a career.

As one of the oldest continuously operating banks in the United States, we enjoy deep relationships with 
many of our customers - we are quite literally invested in their success. Many are also long-term share-
holders of the Bank and we know them from our active participation in the civic life of the communities 
in which we operate. You are our neighbors and friends, as well as our partners and customers. In our 
183rd year, we have every intention of continuing to earn the trust you have placed in us.

Very truly yours,

12            13           14            15           16

12            13           14            15           16

12            13           14            15           16

Assets
($ in millions)

Deposits
($ in millions)

Loans, net
($ in millions)

*Net Income: 2014 includes a one-time net gain of $5.7 million related to a non-taxable life insurance death benefit 
(light shading reflects this one-time gain).

**Dividends Declared: Dividends declared table includes the total regular dividends declared (dark shading) and the total dividends declared 
2
including any special dividends (light shading).

Robert H. Gaughen Jr.  

President and Chairman of the Board  

       
  
 
 
 
 
 
 
Nino, Marcello and Giancarlo Micozzi
Owners, The Micozzi Companies

The Micozzi Companies are leaders in commercial property management, 

with current holdings of more than 2,000 apartments and a half million 

square feet of retail properties across New England.  Nino Micozzi is one 

of the original founders of Dellaria Salons, and established The Micozzi 

Companies  in  1979.  Nino  and  his  sons  Marcello  and  Giancarlo  have 

worked  with  Hingham  on  several  real  estate  investment  projects.  They 

came  to  Hingham  because  of  our  strong  reputation  among  real  estate 

investors for speed, streamlined processing, and flexible terms.

“Hingham is a bank that stands out and takes great care of 

their clients. They are there whenever we need them.”     

NINO MICOZZI

4

5

C h r i s   P e r r y   &   T i m   V i e t h
Owners, White Hart Development

Tim  Vieth  and  Chris  Perry  are  partners  in  White  Hart  Development,  a 

full-service design/build firm that specializes in luxury construction and 

renovation projects on Nantucket.  As the leading construction lender on 

Nantucket, Hingham has financed several successful White Hart projects.  

The  Bank  also  supports  the  personal  banking  needs  of  Tim,  Chris,  and 

their families, a hallmark of the deep, long-term relationships Hingham 

enjoys with its customers and a marker of the trust they have placed in us.

“Hingham is a relationship-based bank, with new 

technology and efficiency in mind.” 

TIM  VIETH

6

7

R u b y   S t e e l e - M o r r i s
Commercial Real Estate Investor

“I take pride in my relationship with Hingham and the 

Gaughens, and I see them as family. Hingham’s focus on 

client service is extraordinary.”

RUBY STEELE-MORRIS

A seasoned commercial real estate investor, Ruby Steele-Morris purchased 

her  first  house  when  she  was  21.  Ruby’s  objective  is  to  provide  high 

quality affordable housing in Boston and her daughter Brittany helps her 

mother manage the family business. Hingham has provided a full range 

of banking services and real estate financing for Ruby and her family.

8

9

M a r c e l   S a f a r
Founder, Chevron Partners

“Hingham shares our commitment to excellence and 

that is at the heart of our strong relationship.” 

MARCEL SAFAR

Marcel  Safar  is  the  founder  of  Chevron  Partners,  a  privately-held  and 

integrated  real  estate  development  firm.  He  was  previously  the  General 

Manager  of  Daniel  Rene  Boston,  a  family-owned  real  estate  company. 

Marcel  and  his  family  have  a  longstanding  banking  relationship  with 

Hingham.  Marcel chose Hingham for the financing of the Sears Crescent 

building, a historic landmark in the heart of Boston, because of Hingham’s 

experienced lenders, certainty of execution, and a commitment to service.

10

11

 
 
S t e v e   E l b a z   &   A n d r e w   T e r r a t
Principals, Mitchell Gold + Bob Williams, Boston

Steve  Elbaz  and  Andrew  Terrat  are  principals  at  Mitchell  Gold  +  Bob 

Williams,  an  American  home  furnishings  company  respected  for  its 

stylish,  high-end  furniture  as  well  as  its  commitment  to  social  justice. 

They  came  to  Hingham  on  the  recommendation  of  Dennis  Kanin  and 

David Goldman of New Boston Ventures, long-time business and personal 

clients of the Bank. The Bank moved quickly to provide Steve and Andrew 

financing  on  a  complicated  transaction,  and  they  were  impressed  with 

their banker’s guidance throughout the process. We now handle Steve’s 

personal banking needs at our South End office.

“We knew we had come to the right place when we 

came to Hingham. Our banker was fast and transparent 

and ensured the entire process went very smoothly.”

STEVE ELBAZ

12

13

T o w n   o f   P l y m o u t h 
Pamela L. Borgatti, Treasurer

“Hingham understands the unique banking needs of 

cities and towns.  They have gone above and beyond to 

make sure we get what we need.”

PAMELA L. BORGATTI, Town Treasurer

Established in 1620 by the Pilgrims, Plymouth is one of America’s oldest 

towns. It relies on Hingham, one of America’s oldest banks, to provide a 

full suite of cash management and banking services. Like many cities and 

towns  across  Massachusetts,  Plymouth  has  entrusted  significant  sums 

to our safekeeping, monies earmarked for schools, emergency services, 

and payroll. Town Treasurer Pamela L. Borgatti and Assistant Treasurer 

Patricia  Meachen,  long-time  residents  of  Plymouth  and  dedicated  civil 

servants,  appreciate  the  speed  and  customer  focus  of  our  Specialized 

Deposit Group that serves our municipal and institutional clients.

14

15

S e l e c t e d   F i n a n c i a l   D a t a

B o a r d   o f   D i r e c t o r s

Balance Sheet Data: 
Total assets   
Cash & cash equivalents 
Securities available for sale 
Loans: 
   Residential loans       
   Commercial mortgage 
   Construction    
   Other 
Allowance for loan losses 
Deposits    
Federal Home Loan Bank advances 
Stockholders’ equity  

At December 31, 

2012 

2013 

2014 

2015 

2016 

(In Thousands) 

$ 

1,205,884 
87,334 
102,866 

$ 

1,356,441 
102,847 
106,369 

$ 

457,217 
438,037 
60,390 
869 
7,999 
869,886 
234,355 
92,799 

532,845 
498,592 
53,520 
913 
8,509 
940,906 
302,732 
103,217 

1,552,205 
177,222 
70,570 

576,665 
607,851 
60,371 
996 
9,108 
1,089,217 
329,602 
121,515 

$ 

1,768,528 
261,013 
40,603 

$  2,014,599 
322,932 
27,168 

635,522 
681,601 
95,433 
644 
9,905 
1,217,027 
402,464 
138,015 

685,674 
796,063 
131,778 
678 
11,030 
1,366,109 
475,318 
161,024 

At or For the Years Ended December 31, 

2012 

2013 

2014 

2015 

2016 

(Dollars in Thousands, Except Per Share Amounts) 

$ 

$ 

$ 

$ 

$ 
$ 

48,831 
10,937 
37,894 
725 
1,580 
16,348 
22,401 
9,111 
13,290 

6.25 

6.25 

$ 

$ 

$ 

$ 

49,342 
10,502 
38,840 
380 
1,604 
17,453 
22,611 
9,240 
13,371 

6.28 

6.28 

1.15 % 
15.05 
7.62 
3.25 
3.38 
41.41 
1.30 
43.65 
2,125,750 

1.07 % 

13.52 
7.89 
3.07 
3.19 
43.15 
1.34 
48.49 
2,128,750 

$ 
$ 

$ 

$ 

$ 

$ 

$ 
$ 

56,193 
9,936 
46,257 
625 
7,863 
20,089 
33,406 
11,142 
22,264 

10.46 

10.44 

$ 

$ 

$ 

$ 

61,859 
10,910 
50,949 
625 
1,483 
19,031 
32,776 
13,430 
19,346 

9.09 

9.02 

1.52 % 
19.30 
7.87 
3.13 
3.23 
37.12 
2.10 
57.08 
2,128,750 

1.18 % 

14.81 
7.97 
3.06 
3.17 
36.32 
1.46 
64.83 
2,128,750 

$ 
$ 

$ 

$ 

$ 

$ 

$ 
$ 

71,769 
13,385 
58,384 
1,135 
1,735 
19,215 
39,769 
16,346 
23,423 

10.99 

10.89 

1.22 % 
15.59 
7.85 
2.99 
3.10 
32.15 
1.56 
75.50 
2,132,750 

Income Statement Data: 

Total interest and dividend income 
Total interest expense   
     Net interest income  
Provision for loan losses 
Other income   
Operating expenses   
     Income before income taxes 
Income tax provision  
     Net Income 

Earnings per common share: 

Basic  

Diluted 

Financial Ratios: 

Return on average assets    
Return on average equity   
Average equity to average assets    
Interest rate spread   
Net interest margin   
Efficiency ratio     
Cash dividends declared per common share 
Book value per common share   
Shares outstanding, at year end   

16

Standing (left to right): 

Seated (left to right): 

Edward L. Sparda

Scott L. Moser

Michael J. Desmond

Robert A. Lane, Esq.

Brian T. Kenner, Esq. 

Kara Gaughen Smith 

Robert H. Gaughen, Jr., Esq.

Jacqueline M. Youngworth 

Robert K. Sheridan, Esq.

Patrick R. Gaughen

Julio R. Hernando, Esq.

Kevin W. Gaughen, Esq.

Stacey M. Page
Ronald D. Falcione

Geoffrey C. Wilkinson, Sr.

Howard M. Berger, Esq. 

17

2 4   Ye a r s   o f   P e r f o r m a n c e   –   B o o k   Va l u e   P e r   S h a r e

$75.50

$80

$70

$60

$50

$40

$30

$20

$10

$7.35

(dollars in thousands, 
except per share data)

Total Assets 
Total Net Loans
Book Value Per Share
Return on Equity
Earnings Per Share

(Basic)

1993*

1994*

1995*

1996*

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

$    
$      
$   

147,889
76,936
        7.35
1.34%
0.10

$          

$    
$    
$     

153,192
100,398
8.24
17.09%
1.33

$          

$    
$    
$    

175,409
119,472
9.17
11.11%
0.98

$          

$  
$  
$         

201,586
151,166
9.87
11.06%
1.05

$         

$  
$  
$       

222,584
172,839
10.93
13.00%
1.36

$         

$  
$  
$       

260,076
204,774
12.05
13.18%
1.53

$         

$  
$  
$       

291,183
229,687
12.83
13.07%
1.65

$         

$  
$  
$       

337,881
266,568
14.46
15.17%
2.07

$         

$  
$  
$       

386,181
282,386
16.38
15.95%
2.49

$         

$  
$  
$       

426,430
320,692
18.48
16.58%
2.91

$         

$  
$  
$       

483,954
358,778
19.68
13.53%
2.58

$         

$  
$  
$       

547,051
415,538
21.29
13.56%
2.80

$         

$  
$  
$       

628,251
488,126
23.01
13.20%
2.95

$         

$  
$  
$       

691,652
539,104
24.47
9.18%
2.19

$         

$  
$  
$       

744,602
593,915
25.85
8.40%
2.12

$         

$  
$  
$       

806,193
647,255
28.20
11.08%
2.96

$         

$  
$  
$       

925,560
718,242
30.74
12.78%
3.79

$         

$   
$      
$          

1,017,845
792,910
34.24
14.67%
4.81

$            

$   
$      
$          

1,127,276
849,776
38.70
15.34%
5.68

$            

$   
$      
$          

1,205,884
949,662
43.65
15.05%
6.25

$            

$   
$   
$          

1,356,441
1,078,879
48.49
13.52%
6.28

$            

$   
$   
$          

1,552,205
1,238,656
57.08
19.30%
10.46

$          

$   
$   
$          

1,768,528
1,405,533
64.83
14.81%
9.09

$            

$   
$   
$          

2,014,599
1,605,647
75.50
15.59%
10.99

$          

* per share data for 1993, 1994, 1995 and 1996 adjusted for the 3 for 2 stock split 

18

$80

$70

$60

$50

$40

$30

$20

$10

19

S t o c k h o l d e r   I n f o r m a t i o n

Stock Data
Hingham  Institution  for  Savings’  common  shares  are 

listed and traded on The NASDAQ Stock Market under the 

symbol HIFS.

As  of  December  31,  2016,  there  were  approximately  260 

stockholders  of  record,  holding  232,825  outstanding 

shares of common stock. These shares do not include the 

number of persons who hold their shares in nominee or 

street name through various brokerage firms.

The  following  table  presents  the  quarterly  high  and  low 

bid  prices  for  the  Bank’s  common  stock  reported  by 

NASDAQ.

High 

Low

2016 
First Quarter  

Second Quarter  

Third Quarter  

Fourth Quarter  

2015
First Quarter  

Second Quarter  

Third Quarter  

Fourth Quarter  

$ 127.71  

137.45 

139.90 

203.01  

$   103.75 

116.84  

126.15  

135.03 

$   115.80

118.00

120.25

132.00

$   82.24

98.00

104.25

112.39

The  closing  sale  price  of  the  Bank’s  common  stock  at 

December 31, 2016 was $196.78 per share.

Hingham Institution for Savings
55 Main Street

Hingham, MA 02043

(781) 749-2200

President and 

Chief Executive Officer
Robert H. Gaughen, Jr.

Investor Inquiries
Patrick R. Gaughen

Executive Vice President

TransferAgent and Registrar
Computershare

P.O. Box 30170

College Station, TX 77842-3170

(800) 288-9541

Online Registered Shareholder Access
www.computershare.com/investor

Independent Registered Public Accounting Firm
Wolf & Company, P.C.

99 High Street

Boston, MA 02110

Special Counsel
WilmerHale

1875 Pennsylvania Ave. NW

Washington, DC 20006

Form 10-K and Proxy Statement
A  copy  of  the  Bank’s  Annual  Report  on  Form  10-K  and 

Proxy  Statement  for  the  fiscal  year  ended  December 

31,  2016,  as  filed  with  the  Federal  Deposit  Insurance 

Corporation,  may  be  obtained  without  charge  by 

any  stockholder  of  the  Bank  upon  written  request 

addressed 

to 

the 

Investor  Relations  Department. 

Additionally,  the  Bank’s  Annual  Report  on  Form  10-K 

and  the  Proxy  Statement  are  available  electronically  at   

www.hinghamsavings.com.

20

 
 
BOSTON

Beacon Hill

South End

COHASSET

HINGHAM

Hingham Square 

South Hingham

Linden Ponds

HULL

NANTUCKET

NORWELL/HANOVER 

SCITUATE 

WEYMOUTH

HINGHAM

INSTITUTION FOR

SAVINGS

ESTABLISHED 1834

www.hinghamsavings.com

Member FDIC/Member DIF    |    Equal Housing Lender           

HINGHAM

INSTITUTION FOR

SAVINGS

ESTABLISHED 1834

2016 Annual Report