The Impact of CCAR Participation on Bank Profitability

Presenter and Advisor Information

Justin King, Illinois Wesleyan University

Major

Economics

Second Major

Finance

Submission Type

Poster

Area of Study or Work

Economics, Finance

Faculty Advisor

Bryan McCannon

Location

CNS Atrium

Start Date

4-12-2025 8:30 AM

End Date

4-12-2025 9:30 AM

Abstract

This study examines the impact of the Comprehensive Capital Analysis and Review (CCAR) program on bank profitability, focusing on three key metrics: Return on Assets (ROA), Return on Equity (ROE), and Net Profit Margin (NPM). Using annual data from U.S. banks between 2011 and 2023, the analysis employs regression models with year-fixed and bank-fixed effects to isolate the effects of CCAR participation. The findings reveal a marginally significant negative impact on ROA and a statistically significant negative effect on ROE, suggesting that compliance requirements constrain equity-level profitability. In contrast, the impact on NPM is not statistically significant, providing limited evidence of cost efficiency strain directly attributable to CCAR. These results highlight the complex trade-offs between regulatory oversight and financial performance. By identifying specific profitability challenges posed by CCAR, this study offers actionable insights for policymakers aiming to balance regulatory rigor with operational efficiency and for bank managers seeking strategies to mitigate compliance costs while sustaining financial performance. The findings contribute to a broader understanding of how regulatory frameworks shape bank performance and provide a foundation for further research on optimizing regulatory policies.

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Apr 12th, 8:30 AM Apr 12th, 9:30 AM

The Impact of CCAR Participation on Bank Profitability

CNS Atrium

This study examines the impact of the Comprehensive Capital Analysis and Review (CCAR) program on bank profitability, focusing on three key metrics: Return on Assets (ROA), Return on Equity (ROE), and Net Profit Margin (NPM). Using annual data from U.S. banks between 2011 and 2023, the analysis employs regression models with year-fixed and bank-fixed effects to isolate the effects of CCAR participation. The findings reveal a marginally significant negative impact on ROA and a statistically significant negative effect on ROE, suggesting that compliance requirements constrain equity-level profitability. In contrast, the impact on NPM is not statistically significant, providing limited evidence of cost efficiency strain directly attributable to CCAR. These results highlight the complex trade-offs between regulatory oversight and financial performance. By identifying specific profitability challenges posed by CCAR, this study offers actionable insights for policymakers aiming to balance regulatory rigor with operational efficiency and for bank managers seeking strategies to mitigate compliance costs while sustaining financial performance. The findings contribute to a broader understanding of how regulatory frameworks shape bank performance and provide a foundation for further research on optimizing regulatory policies.