City State Bank
Norwalk, IA FDIC 14410 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.95% +0.58 1.37%
Return on Equity (%) 20.87% +4.75 16.12%
Net Interest Margin (%) 3.12% +0.36 2.76%
Efficiency Ratio (%) 56.50% -2.94 59.45%
Pre-Provision Profit ($M) $4 +0.85 $3
Cost of Funds (%) 2.11% -0.09 2.19%
Balance Sheet
Total Assets ($M) $792 +17.67 $774
Gross Loans ($M) $583 +25.85 $557
Loan Growth YoY (%) 82.59% +2.71 79.87%
Total Deposits ($M) $697 +7.39 $690
Shareholders Equity ($M) $75 +8.86 $66
Tang. Book Value ($M) $74 +8.95 $65
TBV excl. AOCI ($M)** $78 +7.61 $70
Loan / Deposit Ratio (%) 82.59% +2.71 79.87%
Credit Quality
NPA / Total Assets (%) 0.27% +0.17 0.10%
Allowance / Loans (%) 1.24% 0.13% 1.11%
Net Charge-Off Ratio (%) 0.36% +0.23 0.14%
Capital
Tier 1 Capital Ratio (%) 0.00% -11.87 11.87%
Noninterest income ($3.20M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▆▇██ Net Interest Margin (%) 2.54% 2.59% 2.67% 2.76% 2.91% 3.03% 3.06% 3.12%
▁▁▁▃▄▄▄█ Return on Assets (%) 1.07% 1.11% 1.16% 1.37% 1.47% 1.49% 1.51% 1.95%
█▇▇▃▃▄▄▁ Efficiency Ratio (%) 66.7% 65.3% 65.1% 59.4% 59.3% 61.0% 61.5% 56.5%
██▄▂▃▄▂▁ Cost of Funds (%) 2.50% 2.50% 2.30% 2.19% 2.25% 2.28% 2.19% 2.11%
▃▁▃▃▅█▇█ NPA / Assets (%) 0.11% 0.03% 0.10% 0.10% 0.18% 0.30% 0.25% 0.27%
▃▁▃▃▅███ Net Charge-Off Ratio (%) 0.14% 0.04% 0.14% 0.14% 0.23% 0.37% 0.34% 0.36%
▁▂▃▄▅▆▇█ Tang. Book Value ($M) $59 $63 $64 $65 $68 $70 $71 $74
▁▃▄▂▅█▇▇ Gross Loans ($M) $552 $562 $568 $557 $572 $591 $582 $583
▁▃▇█▄▁▇█ Total Deposits ($M) $635 $651 $682 $690 $661 $642 $684 $697
Portfolio Composition — Q1'26
Loan Mix%
Real Estate84%
C&I / Commercial12%
Agricultural4%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand19%
Interest-Bearing (core)71%
Brokered / Other9%
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