Bank of Milton
Milton, WI FDIC 11232 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.47% -0.04 1.51%
Return on Equity (%) 18.74% -1.81 20.55%
Net Interest Margin (%) 4.13% +0.04 4.10%
Efficiency Ratio (%) 52.60% +1.05 51.55%
Pre-Provision Profit ($M) $1 +0.10 $1
Cost of Funds (%) 1.78% +0.07 1.71%
Balance Sheet
Total Assets ($M) $222 +15.65 $207
Gross Loans ($M) $167 +22.55 $145
Loan Growth YoY (%) 85.22% +8.37 76.86%
Total Deposits ($M) $193 +7.25 $186
Shareholders Equity ($M) $18 +1.83 $16
Tang. Book Value ($M) $18 +1.83 $16
TBV excl. AOCI ($M)** $19 +1.82 $18
Loan / Deposit Ratio (%) 85.22% +8.37 76.86%
Credit Quality
NPA / Total Assets (%) 1.81% +1.68 0.13%
Allowance / Loans (%) 1.64% 0.32% 1.33%
Net Charge-Off Ratio (%) 2.41% +2.37 0.04%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅█▇▁▅██▂ Net Interest Margin (%) 4.21% 4.27% 4.24% 4.10% 4.20% 4.29% 4.27% 4.13%
█▄▅▂▆█▁▁ Return on Assets (%) 1.70% 1.59% 1.62% 1.51% 1.63% 1.72% 1.47% 1.47%
▃▁▁▇▃▁▁█ Efficiency Ratio (%) 48.8% 47.6% 47.3% 51.6% 49.0% 47.6% 47.1% 52.6%
▁▂▃▇▃▆██ Cost of Funds (%) 1.44% 1.52% 1.53% 1.71% 1.56% 1.65% 1.78% 1.78%
▂▂▂▁▁▁██ NPA / Assets (%) 0.33% 0.29% 0.25% 0.13% 0.17% 0.02% 1.73% 1.81%
▁▁▁▁▁▁██ Net Charge-Off Ratio (%) 0.13% 0.08% 0.03% 0.04% 0.03% 0.02% 2.36% 2.41%
▁▅▁▃▇██▇ Tang. Book Value ($M) $14 $16 $15 $16 $17 $18 $18 $18
▁▁▂▂▆███ Gross Loans ($M) $137 $140 $144 $145 $162 $167 $170 $167
▁▁▅▄▃▅█▇ Total Deposits ($M) $176 $174 $187 $186 $182 $189 $199 $193
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial8%
Agricultural1%
Consumer2%
Other3%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)66%
Brokered / Other17%
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