Caldwell Bank & Trust Company
Columbia, LA FDIC 11785 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.41% +0.17 1.24%
Return on Equity (%) 14.32% +0.29 14.03%
Net Interest Margin (%) 4.48% -0.31 4.80%
Efficiency Ratio (%) 69.68% -3.92 73.60%
Pre-Provision Profit ($M) $1 +0.23 $1
Cost of Funds (%) 2.25% -0.17 2.41%
Balance Sheet
Total Assets ($M) $293 +2.72 $291
Gross Loans ($M) $217 -8.09 $225
Loan Growth YoY (%) 82.74% -2.94 85.68%
Total Deposits ($M) $260 -0.49 $260
Shareholders Equity ($M) $29 +2.92 $26
Tang. Book Value ($M) $28 +3.01 $25
Loan / Deposit Ratio (%) 82.74% -2.94 85.68%
Credit Quality
NPA / Total Assets (%) 2.91% +0.77 2.14%
Allowance / Loans (%) 1.18% 0.02% 1.15%
Net Charge-Off Ratio (%) 3.58% +1.13 2.45%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.86M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▂▁▂█▇█▇▂ Net Interest Margin (%) 4.51% 4.44% 4.52% 4.80% 4.73% 4.76% 4.73% 4.48%
▇▆▁▆█▇▆█ Return on Assets (%) 1.32% 1.18% 0.78% 1.24% 1.38% 1.30% 1.18% 1.41%
▆██▆▄▅▅▁ Efficiency Ratio (%) 73.3% 75.0% 75.0% 73.6% 71.8% 72.8% 72.9% 69.7%
▁██▂▄▅▃▁ Cost of Funds (%) 2.34% 2.91% 3.00% 2.41% 2.53% 2.70% 2.50% 2.25%
▁▅█▁▁▂▆█ NPA / Assets (%) 2.05% 2.58% 2.90% 2.14% 2.05% 2.19% 2.65% 2.91%
▃▇█▂▁▁▆█ Net Charge-Off Ratio (%) 2.64% 3.39% 3.78% 2.45% 2.17% 2.22% 3.28% 3.58%
▁▂▂▄▆▇▇█ Tang. Book Value ($M) $23 $24 $24 $25 $26 $27 $28 $28
▄▅▂▆█▇▁▄ Gross Loans ($M) $219 $222 $212 $225 $237 $230 $204 $217
▂█▁▆▅▁▂▆ Total Deposits ($M) $251 $264 $248 $260 $258 $250 $252 $260
Portfolio Composition — Q1'26
Loan Mix%
Real Estate71%
C&I / Commercial5%
Agricultural20%
Consumer4%
Deposit Mix%
Nonint.-Bearing Demand16%
Interest-Bearing (core)68%
Brokered / Other17%
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