Isabella Bank
Mount Pleasant, MI FDIC 1005 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.05% +0.15 0.91%
Return on Equity (%) 12.69% +1.11 11.58%
Net Interest Margin (%) 3.34% +0.26 3.08%
Efficiency Ratio (%) 65.21% -4.39 69.60%
Pre-Provision Profit ($M) $8 +1.93 $6
Cost of Funds (%) 1.47% -0.08 1.55%
Balance Sheet
Total Assets ($M) $2,204 +149.44 $2,054
Gross Loans ($M) $1,559 +191.45 $1,368
Loan Growth YoY (%) 81.73% +7.71 74.02%
Total Deposits ($M) $1,891 +59.88 $1,831
Shareholders Equity ($M) $184 +19.99 $164
Tang. Book Value ($M) $177 +20.22 $157
TBV excl. AOCI ($M)** $202 +19.21 $183
Loan / Deposit Ratio (%) 81.73% +7.71 74.02%
Credit Quality
NPA / Total Assets (%) 0.20% +0.16 0.04%
Allowance / Loans (%) 0.90% -0.03% 0.93%
Net Charge-Off Ratio (%) 0.28% +0.27 0.01%
Capital
Tier 1 Capital Ratio (%) 11.36% -0.72 12.08%
Noninterest income ($4.62M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂▄▄▅▆█ Net Interest Margin (%) 2.90% 2.96% 2.99% 3.08% 3.12% 3.16% 3.21% 3.34%
▁▁▁▄▇█▇█ Return on Assets (%) 0.78% 0.77% 0.80% 0.91% 1.00% 1.03% 1.02% 1.05%
██▇▆▆▄▂▁ Efficiency Ratio (%) 71.6% 71.1% 70.5% 69.6% 69.4% 68.0% 66.5% 65.2%
███▄▂▃▃▁ Cost of Funds (%) 1.67% 1.69% 1.67% 1.55% 1.51% 1.55% 1.55% 1.47%
▂▁▁▁▂▆█▇ NPA / Assets (%) 0.08% 0.06% 0.04% 0.04% 0.09% 0.18% 0.23% 0.20%
▂▁▁▁▃▇██ Net Charge-Off Ratio (%) 0.07% 0.04% 0.02% 0.01% 0.09% 0.24% 0.30% 0.28%
▁▃▂▄▆█▇█ Tang. Book Value ($M) $144 $154 $149 $157 $166 $175 $172 $177
▁▃▃▁▂▃██ Gross Loans ($M) $1,382 $1,425 $1,424 $1,368 $1,398 $1,433 $1,537 $1,559
▁▃▂▄▆█▄▆ Total Deposits ($M) $1,754 $1,816 $1,782 $1,831 $1,878 $1,950 $1,851 $1,891
Portfolio Composition — Q1'26
Loan Mix%
Real Estate76%
C&I / Commercial11%
Agricultural2%
Consumer4%
Other7%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)71%
Brokered / Other7%
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