Home State Bank
Jefferson, IA FDIC 14867 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) -1.27% -2.45 1.19%
Return on Equity (%) -14.57% -28.37 13.80%
Net Interest Margin (%) 3.69% +0.03 3.66%
Efficiency Ratio (%) 60.13% -6.77 66.91%
Pre-Provision Profit ($M) $2 +0.49 $2
Cost of Funds (%) 2.28% -0.13 2.41%
Balance Sheet
Total Assets ($M) $486 +41.61 $444
Gross Loans ($M) $385 +34.12 $351
Loan Growth YoY (%) 85.06% -0.74 85.80%
Total Deposits ($M) $442 +37.99 $404
Shareholders Equity ($M) $42 +3.68 $38
Tang. Book Value ($M) $41 +3.77 $37
TBV excl. AOCI ($M)** $43 +3.97 $39
Loan / Deposit Ratio (%) 85.06% -0.74 85.80%
Credit Quality
NPA / Total Assets (%) 2.26% +1.78 0.48%
Allowance / Loans (%) 2.42% 1.13% 1.29%
Net Charge-Off Ratio (%) 2.58% +2.18 0.40%
Capital
Tier 1 Capital Ratio (%) 10.14% -0.08 10.22%
Noninterest income ($0.90M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▃▆██▇▆ Net Interest Margin (%) 3.40% 3.47% 3.52% 3.66% 3.77% 3.80% 3.73% 3.69%
███████▁ Return on Assets (%) 0.94% 1.09% 1.12% 1.19% 1.22% 1.24% 1.12% -1.27%
█▅▆▇▆▅▄▁ Efficiency Ratio (%) 68.4% 65.3% 65.9% 66.9% 66.2% 64.9% 63.4% 60.1%
▆▇█▃▅▂▃▁ Cost of Funds (%) 2.64% 2.70% 2.79% 2.41% 2.54% 2.40% 2.45% 2.28%
▂▂▁▂▁▁▇█ NPA / Assets (%) 0.35% 0.34% 0.25% 0.48% 0.00% 0.26% 1.78% 2.26%
▂▂▁▂▁▂▇█ Net Charge-Off Ratio (%) 0.44% 0.42% 0.09% 0.40% 0.00% 0.32% 2.21% 2.58%
▁▃▂▃▄▇▇█ Tang. Book Value ($M) $35 $37 $36 $37 $37 $39 $40 $41
▁▂▂▃▄▆▆█ Gross Loans ($M) $334 $343 $344 $351 $355 $370 $371 $385
▁▁▂▃▃▆▅█ Total Deposits ($M) $382 $387 $391 $404 $403 $420 $418 $442
Portfolio Composition — Q1'26
Loan Mix%
Real Estate70%
C&I / Commercial18%
Agricultural10%
Consumer1%
Other1%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)34%
Brokered / Other46%
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