The First State Bank of Shelby
Shelby, MT FDIC 11013 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.26% +0.61 0.65%
Return on Equity (%) 8.14% +3.80 4.34%
Net Interest Margin (%) 2.27% +0.32 1.95%
Efficiency Ratio (%) 56.50% -13.47 69.98%
Pre-Provision Profit ($M) $0 +0.19 $0
Cost of Funds (%) 1.14% -0.20 1.34%
Balance Sheet
Total Assets ($M) $169 +9.32 $160
Gross Loans ($M) $23 +0.50 $22
Loan Growth YoY (%) 15.89% -0.52 16.41%
Total Deposits ($M) $142 +7.92 $134
Shareholders Equity ($M) $26 +1.25 $25
Tang. Book Value ($M) $26 +1.25 $25
TBV excl. AOCI ($M)** $32 +1.80 $30
Loan / Deposit Ratio (%) 15.89% -0.52 16.41%
Credit Quality
NPA / Total Assets (%) 0.00% -0.00 0.00%
Allowance / Loans (%) 0.09% -0.27% 0.36%
Net Charge-Off Ratio (%) 0.00% -0.03 0.03%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▅▅▇█ Net Interest Margin (%) 1.73% 1.78% 1.81% 1.95% 2.02% 2.06% 2.14% 2.27%
▁▂▂▆▆▆▆█ Return on Assets (%) -0.57% -0.26% -0.17% 0.65% 0.69% 0.77% 0.73% 1.26%
▇▇█▆▅▄▅▁ Efficiency Ratio (%) 73.6% 74.5% 78.0% 70.0% 68.4% 65.5% 68.4% 56.5%
██▇▅▅▅▄▁ Cost of Funds (%) 1.47% 1.50% 1.41% 1.34% 1.36% 1.32% 1.28% 1.14%
▂▂▁▁▁█▁▁ NPA / Assets (%) 0.01% 0.01% 0.00% 0.00% 0.00% 0.04% 0.00% 0.00%
▂▂▁▁▁█▁▁ Net Charge-Off Ratio (%) 0.04% 0.03% 0.02% 0.03% 0.01% 0.24% 0.02% 0.00%
▄█▁▄▄█▇▇ Tang. Book Value ($M) $25 $27 $23 $25 $25 $26 $26 $26
▆█▅▁▄▆▅▁ Gross Loans ($M) $26 $28 $25 $22 $25 $26 $25 $23
▁▁▅▅▅▇▇█ Total Deposits ($M) $124 $124 $135 $134 $134 $138 $138 $142
Portfolio Composition — Q1'26
Loan Mix%
Real Estate40%
C&I / Commercial19%
Agricultural29%
Consumer4%
Other8%
Deposit Mix%
Nonint.-Bearing Demand40%
Interest-Bearing (core)48%
Brokered / Other12%
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