Union Bank
Grand Rapids, MI FDIC 14722 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.23% -0.13 0.36%
Return on Equity (%) 2.81% -1.89 4.70%
Net Interest Margin (%) 4.29% +0.40 3.88%
Efficiency Ratio (%) 78.52% -9.02 87.54%
Pre-Provision Profit ($M) $1 +0.48 $1
Cost of Funds (%) 1.50% -0.09 1.59%
Balance Sheet
Total Assets ($M) $381 +14.37 $367
Gross Loans ($M) $315 +29.88 $285
Loan Growth YoY (%) 102.06% +7.36 94.70%
Total Deposits ($M) $304 +7.36 $297
Shareholders Equity ($M) $32 +3.12 $29
Tang. Book Value ($M) $31 +3.13 $28
TBV excl. AOCI ($M)** $33 +2.59 $30
Loan / Deposit Ratio (%) 102.06% +7.36 94.70%
Credit Quality
NPA / Total Assets (%) 0.90% -0.58 1.48%
Allowance / Loans (%) 1.36% 0.04% 1.32%
Net Charge-Off Ratio (%) 1.09% -0.82 1.91%
Capital
Tier 1 Capital Ratio (%) 9.53% -0.15 9.69%
Noninterest income ($1.00M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▃▄▄█ Net Interest Margin (%) 3.76% 3.76% 3.74% 3.88% 3.93% 3.96% 4.00% 4.29%
▅▃▃▃▇██▁ Return on Assets (%) 0.45% 0.38% 0.37% 0.36% 0.53% 0.63% 0.63% 0.23%
████▆▅▄▁ Efficiency Ratio (%) 88.5% 88.5% 87.9% 87.5% 84.8% 83.7% 82.9% 78.5%
▄█▄▂▂▇▄▁ Cost of Funds (%) 1.66% 1.89% 1.68% 1.59% 1.57% 1.84% 1.66% 1.50%
▁▅███▇▃▃ NPA / Assets (%) 0.55% 1.19% 1.55% 1.48% 1.58% 1.35% 0.88% 0.90%
▁▅█▇█▆▃▃ Net Charge-Off Ratio (%) 0.73% 1.56% 2.10% 1.91% 2.03% 1.70% 1.13% 1.09%
▁▂▂▄▅▇██ Tang. Book Value ($M) $26 $27 $27 $28 $29 $30 $31 $31
▁▂▂▃▅▆▇█ Gross Loans ($M) $268 $278 $280 $285 $297 $301 $306 $315
▁▃▆▃▄▅█▅ Total Deposits ($M) $287 $297 $310 $297 $300 $306 $319 $304
Portfolio Composition — Q1'26
Loan Mix%
Real Estate83%
C&I / Commercial10%
Agricultural5%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand27%
Interest-Bearing (core)62%
Brokered / Other11%
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