Bank Five Nine
Oconomowoc, WI FDIC 12517 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.48% +0.26 1.22%
Return on Equity (%) 16.71% +0.98 15.73%
Net Interest Margin (%) 3.36% +0.33 3.03%
Efficiency Ratio (%) 54.41% -6.01 60.42%
Pre-Provision Profit ($M) $12 +3.26 $9
Cost of Funds (%) 2.96% -0.21 3.18%
Balance Sheet
Total Assets ($M) $2,610 +185.50 $2,424
Gross Loans ($M) $2,044 +138.95 $1,905
Loan Growth YoY (%) 93.49% +0.01 93.48%
Total Deposits ($M) $2,174 +145.76 $2,028
Shareholders Equity ($M) $237 +48.78 $188
Tang. Book Value ($M) $221 +48.66 $173
TBV excl. AOCI ($M)** $238 +53.12 $185
Loan / Deposit Ratio (%) 93.49% +0.01 93.48%
Credit Quality
NPA / Total Assets (%) 1.34% +0.80 0.54%
Allowance / Loans (%) 0.58% 0.09% 0.49%
Net Charge-Off Ratio (%) 1.63% +1.00 0.63%
Capital
Tier 1 Capital Ratio (%) 12.02% +1.42 10.60%
Noninterest income ($5.61M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▃▁▃▄▅█ Net Interest Margin (%) 3.00% 3.07% 3.10% 3.03% 3.10% 3.15% 3.22% 3.36%
▁▁▂▆▅▄▃█ Return on Assets (%) 0.70% 0.75% 0.83% 1.22% 1.17% 1.06% 0.96% 1.48%
██▇▂▃▄▅▁ Efficiency Ratio (%) 78.8% 77.7% 75.7% 60.4% 63.2% 66.1% 67.1% 54.4%
▁▃▄▆█▇▄▁ Cost of Funds (%) 2.98% 3.07% 3.12% 3.18% 3.29% 3.24% 3.12% 2.96%
▁▂▃▂▂▃▄█ NPA / Assets (%) 0.33% 0.56% 0.69% 0.54% 0.48% 0.60% 0.73% 1.34%
▁▂▃▂▂▃▄█ Net Charge-Off Ratio (%) 0.39% 0.63% 0.79% 0.63% 0.59% 0.72% 0.89% 1.63%
▁▂▂▃▄▇██ Tang. Book Value ($M) $152 $162 $163 $173 $180 $210 $215 $221
▁▂▄▅▅▇██ Gross Loans ($M) $1,736 $1,801 $1,878 $1,905 $1,907 $1,978 $2,028 $2,044
▁▂▃▅▆██▇ Total Deposits ($M) $1,691 $1,783 $1,895 $2,028 $2,099 $2,215 $2,243 $2,174
Portfolio Composition — Q1'26
Loan Mix%
Real Estate95%
C&I / Commercial4%
Deposit Mix%
Nonint.-Bearing Demand10%
Interest-Bearing (core)66%
Brokered / Other24%
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