Home State Bank, National Association
Crystal Lake, IL FDIC 12815 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.47% +0.58 0.89%
Return on Equity (%) 13.77% +4.77 9.00%
Net Interest Margin (%) 3.99% +0.49 3.50%
Efficiency Ratio (%) 68.11% -10.04 78.16%
Pre-Provision Profit ($M) $3 +1.27 $2
Cost of Funds (%) 1.13% -0.21 1.34%
Balance Sheet
Total Assets ($M) $778 +31.25 $747
Gross Loans ($M) $499 +13.94 $485
Loan Growth YoY (%) 71.67% -0.37 72.04%
Total Deposits ($M) $687 +22.54 $665
Shareholders Equity ($M) $83 +7.59 $76
Tang. Book Value ($M) $80 +7.50 $72
TBV excl. AOCI ($M)** $88 +7.77 $81
Loan / Deposit Ratio (%) 71.67% -0.37 72.04%
Credit Quality
NPA / Total Assets (%) 0.05% 0.00 0.05%
Allowance / Loans (%) 1.26% 0.01% 1.25%
Net Charge-Off Ratio (%) 0.08% 0.00 0.08%
Capital
Tier 1 Capital Ratio (%) 18.71% -0.33 19.04%
Noninterest income ($1.95M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▁▃▅▆█ Net Interest Margin (%) 3.44% 3.48% 3.51% 3.50% 3.62% 3.73% 3.82% 3.99%
▃▃▂▁▃▄▅█ Return on Assets (%) 1.08% 1.08% 1.04% 0.89% 1.04% 1.13% 1.21% 1.47%
▅▅▆█▇▅▄▁ Efficiency Ratio (%) 73.6% 73.9% 75.3% 78.2% 75.9% 74.2% 72.1% 68.1%
▇█▇▄▄▄▂▁ Cost of Funds (%) 1.51% 1.59% 1.52% 1.34% 1.34% 1.34% 1.23% 1.13%
▆█▅▅▄█▁▄ NPA / Assets (%) 0.06% 0.07% 0.05% 0.05% 0.05% 0.07% 0.03% 0.05%
▅█▅▅▅█▁▅ Net Charge-Off Ratio (%) 0.08% 0.10% 0.08% 0.08% 0.08% 0.11% 0.05% 0.08%
▁▄▃▅▄▇██ Tang. Book Value ($M) $64 $71 $68 $72 $72 $76 $79 $80
▁▂▁▁▄█▆▇ Gross Loans ($M) $486 $488 $486 $485 $494 $503 $498 $499
▂▁▂▅▇▆▇█ Total Deposits ($M) $642 $635 $648 $665 $679 $674 $677 $687
Portfolio Composition — Q1'26
Loan Mix%
Real Estate94%
C&I / Commercial6%
Deposit Mix%
Nonint.-Bearing Demand31%
Interest-Bearing (core)65%
Brokered / Other4%
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