Somerset Trust Company
Somerset, PA FDIC 11112 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.10% +0.21 0.89%
Return on Equity (%) 14.37% +0.80 13.57%
Net Interest Margin (%) 4.12% +0.32 3.80%
Efficiency Ratio (%) 69.71% -0.31 70.02%
Pre-Provision Profit ($M) $9 +1.01 $8
Cost of Funds (%) 1.62% -0.21 1.84%
Balance Sheet
Total Assets ($M) $2,460 +65.03 $2,395
Gross Loans ($M) $1,628 +58.09 $1,570
Loan Growth YoY (%) 79.68% -0.03 79.71%
Total Deposits ($M) $2,016 +71.42 $1,945
Shareholders Equity ($M) $188 +28.67 $159
Tang. Book Value ($M) $186 +28.70 $157
TBV excl. AOCI ($M)** $217 +29.60 $187
Loan / Deposit Ratio (%) 79.68% -0.03 79.71%
Credit Quality
NPA / Total Assets (%) 0.99% +0.04 0.95%
Allowance / Loans (%) 1.31% 0.06% 1.24%
Net Charge-Off Ratio (%) 1.49% +0.08 1.41%
Capital
Tier 1 Capital Ratio (%) 12.27% +0.88 11.38%
Noninterest income ($4.94M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▁▃▄▆█ Net Interest Margin (%) 3.79% 3.80% 3.80% 3.80% 3.91% 3.92% 4.01% 4.12%
▄▇▇▁▄▆▆█ Return on Assets (%) 0.98% 1.06% 1.07% 0.89% 0.99% 1.04% 1.04% 1.10%
█▄▄▅▂▁▁▄ Efficiency Ratio (%) 72.1% 69.8% 69.8% 70.0% 68.3% 67.7% 67.9% 69.7%
▆██▆▆▆▅▁ Cost of Funds (%) 1.84% 1.93% 1.95% 1.84% 1.84% 1.86% 1.80% 1.62%
▁▂▃▃█▅▇▃ NPA / Assets (%) 0.66% 0.83% 0.93% 0.95% 1.57% 1.21% 1.39% 0.99%
▁▂▃▃█▅▇▃ Net Charge-Off Ratio (%) 1.02% 1.27% 1.38% 1.41% 2.34% 1.84% 2.11% 1.49%
▁▃▂▃▃▇██ Tang. Book Value ($M) $140 $158 $149 $157 $156 $176 $187 $186
▁▂▃▅██▇█ Gross Loans ($M) $1,489 $1,519 $1,543 $1,570 $1,641 $1,644 $1,611 $1,628
▁▂▁▄▆█▆▇ Total Deposits ($M) $1,870 $1,904 $1,881 $1,945 $2,012 $2,061 $2,007 $2,016
Portfolio Composition — Q1'26
Loan Mix%
Real Estate74%
C&I / Commercial19%
Consumer3%
Other3%
Deposit Mix%
Nonint.-Bearing Demand23%
Interest-Bearing (core)69%
Brokered / Other8%
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