Heartland Bank
Somers, IA FDIC 14809 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.41% +0.21 2.20%
Return on Equity (%) 19.21% +0.41 18.80%
Net Interest Margin (%) 5.10% +0.30 4.80%
Efficiency Ratio (%) 49.36% -1.62 50.98%
Pre-Provision Profit ($M) $2 +0.21 $2
Cost of Funds (%) 1.73% -0.23 1.96%
Balance Sheet
Total Assets ($M) $265 +18.38 $246
Gross Loans ($M) $220 +14.83 $205
Loan Growth YoY (%) 103.45% +5.13 98.33%
Total Deposits ($M) $209 +3.62 $205
Shareholders Equity ($M) $34 +4.67 $29
Tang. Book Value ($M) $33 +4.67 $29
TBV excl. AOCI ($M)** $35 +4.60 $30
Loan / Deposit Ratio (%) 103.45% +5.13 98.33%
Credit Quality
NPA / Total Assets (%) 0.76% +0.34 0.42%
Allowance / Loans (%) 1.67% 0.16% 1.51%
Net Charge-Off Ratio (%) 0.91% +0.41 0.50%
Capital
Tier 1 Capital Ratio (%) 13.98% +0.63 13.35%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▆▇▇█ Net Interest Margin (%) 4.39% 4.45% 4.51% 4.80% 4.89% 4.94% 4.93% 5.10%
▁▁▁▅▇▅▅█ Return on Assets (%) 1.88% 1.86% 1.91% 2.20% 2.29% 2.20% 2.18% 2.41%
██▇▃▁▁▂▁ Efficiency Ratio (%) 54.3% 54.9% 54.0% 51.0% 50.0% 49.9% 50.2% 49.4%
██▅▃▃▃▂▁ Cost of Funds (%) 2.47% 2.40% 2.16% 1.96% 1.98% 1.96% 1.91% 1.73%
▂▄▁▁▂▄█▄ NPA / Assets (%) 0.51% 0.88% 0.28% 0.42% 0.44% 0.76% 1.54% 0.76%
▂▄▁▁▁▃█▄ Net Charge-Off Ratio (%) 0.62% 1.08% 0.33% 0.50% 0.52% 0.91% 1.88% 0.91%
▁▂▃▃▄▆▇█ Tang. Book Value ($M) $26 $27 $28 $29 $30 $31 $32 $33
▁▁▄▂▃███ Gross Loans ($M) $200 $200 $209 $205 $207 $221 $219 $220
▃▁▆▆▃▆▄█ Total Deposits ($M) $200 $195 $205 $205 $199 $204 $201 $209
Portfolio Composition — Q1'26
Loan Mix%
Real Estate56%
C&I / Commercial14%
Agricultural28%
Consumer1%
Other1%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)61%
Brokered / Other17%
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