First Merchants Corporation Strategic Asset Allocation Index

Latest as of March 2026: 123.8%

First Merchants Corporation strategic asset allocation index. First Merchants Corporation (FRME) has a Strategic Asset Allocation Index of 123.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $3.31 Billion) total $3.31 Billion, measured against net assets of $2.67 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FRME equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

123.8%
Strategic Assets / Net Assets

Strategic Assets

$3.31 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.67 Billion
USD

Strategic Asset Allocation Index of First Merchants Corporation (2000–2025)

Strategic asset allocation index of First Merchants Corporation from 2000 to 2025. This chart shows how First Merchants Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 123.8%, representing strategic assets of $3.31 Billion against net assets of $2.67 Billion USD. Check First Merchants Corporation tangible book value ratio to evaluate the tangible quality of the company's equity base.

First Merchants Corporation Strategic Asset Allocation Index by Year (2000–2025)

First Merchants Corporation strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for First Merchants Corporation from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see FRME market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 137.0% $3.38 Billion $- $3.38 Billion $2.47 Billion ▼ -13.2 pp
2024 150.1% $3.46 Billion $- $3.46 Billion $2.30 Billion ▼ -19.4 pp
2023 169.6% $3.81 Billion $- $3.81 Billion $2.25 Billion ▼ -46.1 pp
2022 215.6% $4.39 Billion $123.55 Million $4.26 Billion $2.03 Billion ▼ -26.5 pp
2021 242.1% $4.63 Billion $105.66 Million $4.52 Billion $1.91 Billion ▼ -417.7 pp
2020 659.8% $12.38 Billion $112.00 Million $12.26 Billion $1.88 Billion ▲ +38.2 pp
2019 621.6% $11.10 Billion $120.58 Million $10.98 Billion $1.79 Billion ▲ +499.0 pp
2018 122.6% $1.73 Billion $93.42 Million $1.63 Billion $1.41 Billion ▼ -441.3 pp
2017 563.9% $7.35 Billion $106.22 Million $7.24 Billion $1.30 Billion ▼ -78.0 pp
2016 641.9% $5.79 Billion $103.40 Million $5.68 Billion $901.66 Million ▲ +9.9 pp
2015 631.9% $5.37 Billion $114.91 Million $5.26 Billion $850.51 Million ▼ -0.4 pp
2014 632.4% $4.60 Billion $96.98 Million $4.50 Billion $726.83 Million ▼ -33.2 pp
2013 665.6% $4.23 Billion $96.70 Million $4.13 Billion $634.92 Million ▲ +71.2 pp
2012 594.3% $3.28 Billion $66.01 Million $3.22 Billion $552.24 Million ▼ -19.0 pp
2011 613.4% $3.16 Billion $67.30 Million $3.09 Billion $514.47 Million ▲ +601.8 pp
2010 11.5% $52.45 Million $52.45 Million $- $454.41 Million ▼ -0.5 pp
2009 12.0% $55.80 Million $55.80 Million $- $463.79 Million ▼ -3.0 pp
2008 15.1% $59.64 Million $59.64 Million $- $395.90 Million ▲ +2.0 pp
2007 13.1% $44.45 Million $44.45 Million $- $339.94 Million ▲ +0.1 pp
2006 13.0% $42.39 Million $42.39 Million $- $327.32 Million ▲ +0.4 pp
2005 12.6% $39.42 Million $39.42 Million $- $313.40 Million ▲ +0.4 pp
2004 12.2% $38.25 Million $38.25 Million $- $314.60 Million ▼ -0.9 pp
2003 13.0% $39.64 Million $39.64 Million $- $303.96 Million ▼ -1.8 pp
2002 14.8% $38.65 Million $38.65 Million $- $261.13 Million ▼ -0.7 pp
2001 15.5% $27.68 Million $27.68 Million $- $179.13 Million ▲ +0.2 pp
2000 15.3% $23.87 Million $23.87 Million $- $156.06 Million —
pp = percentage points