Hawthorn Bank
Jefferson City, MO FDIC 10619 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.39% +0.03 1.36%
Return on Equity (%) 14.07% -0.18 14.25%
Net Interest Margin (%) 4.09% +0.34 3.75%
Efficiency Ratio (%) 60.39% -1.68 62.07%
Pre-Provision Profit ($M) $8 +0.84 $7
Cost of Funds (%) 1.42% -0.15 1.56%
Balance Sheet
Total Assets ($M) $1,843 -28.49 $1,871
Gross Loans ($M) $1,454 -16.38 $1,471
Loan Growth YoY (%) 92.66% -0.31 92.97%
Total Deposits ($M) $1,547 -11.53 $1,558
Shareholders Equity ($M) $183 +3.52 $180
Tang. Book Value ($M) $183 +3.52 $180
TBV excl. AOCI ($M)** $193 +2.80 $191
Loan / Deposit Ratio (%) 92.66% -0.31 92.97%
Credit Quality
NPA / Total Assets (%) 0.37% +0.23 0.14%
Allowance / Loans (%) 1.44% -0.04% 1.48%
Net Charge-Off Ratio (%) 0.47% +0.30 0.17%
Capital
Tier 1 Capital Ratio (%) 12.94% -0.22 13.16%
Noninterest income ($2.68M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▃▅▅▇█ Net Interest Margin (%) 3.55% 3.57% 3.63% 3.75% 3.83% 3.89% 3.96% 4.09%
▂▁▁▆███▇ Return on Assets (%) 1.21% 1.17% 1.20% 1.36% 1.42% 1.43% 1.42% 1.39%
█▇▇▇▂▁▂▃ Efficiency Ratio (%) 62.6% 62.0% 62.1% 62.1% 60.1% 59.5% 60.0% 60.4%
▇█▅▃▂▂▁▁ Cost of Funds (%) 1.83% 1.89% 1.69% 1.56% 1.48% 1.52% 1.46% 1.42%
██▂▁▄▇▇▇ NPA / Assets (%) 0.39% 0.42% 0.20% 0.14% 0.28% 0.38% 0.37% 0.37%
▄▃▁▁▁▅██ Net Charge-Off Ratio (%) 0.30% 0.28% 0.19% 0.17% 0.19% 0.32% 0.46% 0.47%
▁▄▁▅▄▆█▇ Tang. Book Value ($M) $172 $177 $173 $180 $177 $182 $185 $183
▆▂▂▃▂█▅▁ Gross Loans ($M) $1,500 $1,467 $1,466 $1,471 $1,463 $1,515 $1,487 $1,454
▆▁▄▆▃▄█▄ Total Deposits ($M) $1,557 $1,517 $1,548 $1,558 $1,539 $1,548 $1,580 $1,547
Portfolio Composition — Q1'26
Loan Mix%
Real Estate84%
C&I / Commercial12%
Agricultural1%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)64%
Brokered / Other6%
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