The Fidelity Bank
Fuquay Varina, NC FDIC 11507 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.72% +0.13 1.59%
Return on Equity (%) 17.34% -2.16 19.50%
Net Interest Margin (%) 4.04% +0.16 3.88%
Efficiency Ratio (%) 51.92% +0.03 51.90%
Pre-Provision Profit ($M) $25 +2.83 $22
Cost of Funds (%) 0.83% -0.10 0.93%
Balance Sheet
Total Assets ($M) $4,499 +343.80 $4,155
Gross Loans ($M) $2,880 +202.08 $2,678
Loan Growth YoY (%) 70.61% +0.77 69.84%
Total Deposits ($M) $4,028 +240.24 $3,788
Shareholders Equity ($M) $449 +100.30 $349
Tang. Book Value ($M) $428 +100.14 $328
TBV excl. AOCI ($M)** $481 +99.99 $381
Loan / Deposit Ratio (%) 70.61% +0.77 69.84%
Credit Quality
NPA / Total Assets (%) 0.28% -0.01 0.29%
Allowance / Loans (%) 1.26% 0.02% 1.23%
Net Charge-Off Ratio (%) 0.38% -0.06 0.44%
Capital
Tier 1 Capital Ratio (%) 16.25% +1.58 14.67%
Noninterest income ($9.04M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▅▆▇█ Net Interest Margin (%) 3.76% 3.78% 3.82% 3.88% 3.92% 3.94% 3.99% 4.04%
▁▂▃▃▄▇██ Return on Assets (%) 1.53% 1.58% 1.60% 1.59% 1.63% 1.69% 1.74% 1.72%
█▇▆▄▃▂▁▄ Efficiency Ratio (%) 54.8% 53.8% 53.0% 51.9% 51.5% 50.5% 49.6% 51.9%
▁▄█▅▄▄▄▁ Cost of Funds (%) 0.84% 0.91% 1.00% 0.93% 0.91% 0.90% 0.90% 0.83%
███▄▇█▁▄ NPA / Assets (%) 0.42% 0.42% 0.39% 0.29% 0.38% 0.41% 0.17% 0.28%
██▇▄▇█▁▃ Net Charge-Off Ratio (%) 0.64% 0.65% 0.59% 0.44% 0.56% 0.64% 0.27% 0.38%
▁▃▂▄▅▆██ Tang. Book Value ($M) $257 $306 $295 $328 $354 $383 $412 $428
▁▂▃▄▆▇██ Gross Loans ($M) $2,528 $2,582 $2,640 $2,678 $2,764 $2,803 $2,849 $2,880
▁▂▂▄▅█▇█ Total Deposits ($M) $3,568 $3,670 $3,653 $3,788 $3,871 $4,059 $3,940 $4,028
Portfolio Composition — Q1'26
Loan Mix%
Real Estate90%
C&I / Commercial8%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand43%
Interest-Bearing (core)52%
Brokered / Other5%
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