Union Bank
Morrisville, VT FDIC 14158 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.80% +0.09 0.71%
Return on Equity (%) 13.40% +0.48 12.92%
Net Interest Margin (%) 3.02% +0.09 2.93%
Efficiency Ratio (%) 75.94% +0.91 75.03%
Pre-Provision Profit ($M) $3 +0.14 $3
Cost of Funds (%) 1.99% -0.08 2.07%
Balance Sheet
Total Assets ($M) $1,625 +100.51 $1,524
Gross Loans ($M) $1,183 +15.79 $1,167
Loan Growth YoY (%) 97.56% -0.24 97.80%
Total Deposits ($M) $1,204 +19.13 $1,185
Shareholders Equity ($M) $96 +10.74 $86
Tang. Book Value ($M) $92 +10.64 $82
TBV excl. AOCI ($M)** $108 +13.94 $94
Loan / Deposit Ratio (%) 97.56% -0.24 97.80%
Credit Quality
NPA / Total Assets (%) 0.82% -0.16 0.98%
Allowance / Loans (%) 0.68% -0.01% 0.69%
Net Charge-Off Ratio (%) 1.13% -0.16 1.28%
Capital
Tier 1 Capital Ratio (%) 12.03% +0.38 11.66%
Noninterest income ($2.49M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▂▁▂▅▇███ Net Interest Margin (%) 2.84% 2.81% 2.86% 2.93% 3.00% 3.04% 3.04% 3.02%
▄▁▃▅▅█▇█ Return on Assets (%) 0.69% 0.59% 0.66% 0.71% 0.70% 0.78% 0.77% 0.80%
█▆▃▂▆▁▂▄ Efficiency Ratio (%) 77.8% 76.9% 75.3% 75.0% 76.6% 74.3% 75.0% 75.9%
▁▁▅▄█▂▃▁ Cost of Funds (%) 1.98% 2.01% 2.10% 2.07% 2.20% 2.01% 2.05% 1.99%
▁▁▁██▇▇▇ NPA / Assets (%) 0.14% 0.13% 0.12% 0.98% 1.03% 0.86% 0.85% 0.82%
▁▁▁██▇▇▇ Net Charge-Off Ratio (%) 0.19% 0.17% 0.16% 1.28% 1.37% 1.14% 1.17% 1.13%
▁▄▂▃▄▇██ Tang. Book Value ($M) $76 $84 $79 $82 $83 $89 $93 $92
▁▆██▅███ Gross Loans ($M) $1,014 $1,128 $1,163 $1,167 $1,114 $1,181 $1,181 $1,183
▁▆▆▇▃▇██ Total Deposits ($M) $1,057 $1,177 $1,171 $1,185 $1,108 $1,194 $1,218 $1,204
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial3%
Other10%
Deposit Mix%
Nonint.-Bearing Demand19%
Interest-Bearing (core)73%
Brokered / Other8%
← PreviousThe National Bank of Middlebury
Next →Wells River Savings Bank

Help us improve this data

Is this useful? What would you add, remove, or change?