Bank of Monticello
Monticello, MO FDIC 12232 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.22% +0.03 2.19%
Return on Equity (%) 21.86% -1.32 23.18%
Net Interest Margin (%) 4.05% +0.16 3.89%
Efficiency Ratio (%) 43.19% -0.41 43.60%
Pre-Provision Profit ($M) $1 +0.11 $1
Cost of Funds (%) 1.68% -0.22 1.90%
Balance Sheet
Total Assets ($M) $156 +7.52 $149
Gross Loans ($M) $96 +8.60 $87
Loan Growth YoY (%) 68.33% +2.98 65.35%
Total Deposits ($M) $139 +6.66 $132
Shareholders Equity ($M) $16 +1.80 $14
Tang. Book Value ($M) $16 +1.81 $14
TBV excl. AOCI ($M)** $18 +1.82 $16
Loan / Deposit Ratio (%) 68.33% +2.98 65.35%
Credit Quality
NPA / Total Assets (%) 1.30% -0.39 1.70%
Allowance / Loans (%) 1.14% 0.03% 1.11%
Net Charge-Off Ratio (%) 2.12% -0.77 2.89%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅▄▁▂▆██▅ Net Interest Margin (%) 4.01% 3.97% 3.82% 3.89% 4.06% 4.18% 4.15% 4.05%
▆▅▁█▇█▆█ Return on Assets (%) 2.08% 2.01% 1.77% 2.19% 2.11% 2.21% 2.07% 2.22%
▅▅█▁▄▃▅▁ Efficiency Ratio (%) 49.1% 49.8% 54.2% 43.6% 47.5% 46.8% 49.9% 43.2%
▅█▆▄▃▄▁▁ Cost of Funds (%) 2.00% 2.27% 2.05% 1.90% 1.80% 1.88% 1.64% 1.68%
▁▁███▇▆▆ NPA / Assets (%) 0.36% 0.36% 1.70% 1.70% 1.58% 1.51% 1.21% 1.30%
▁▁██▇▇▆▆ Net Charge-Off Ratio (%) 0.50% 0.58% 2.90% 2.89% 2.58% 2.35% 2.12% 2.12%
▁▃▂▂▃▆█▆ Tang. Book Value ($M) $13 $15 $14 $14 $14 $16 $17 $16
▁▂▁▁▆███ Gross Loans ($M) $87 $88 $87 $87 $93 $97 $96 $96
▁▁▃▃▄▃█▅ Total Deposits ($M) $127 $125 $132 $132 $135 $133 $148 $139
Portfolio Composition — Q1'26
Loan Mix%
Real Estate76%
C&I / Commercial9%
Agricultural12%
Consumer4%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)71%
Brokered / Other10%
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