Lake Ridge Bank
Middleton, WI FDIC 15091 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.95% +0.19 0.76%
Return on Equity (%) 9.24% +1.68 7.56%
Net Interest Margin (%) 3.35% +0.40 2.95%
Efficiency Ratio (%) 62.48% -4.27 66.75%
Pre-Provision Profit ($M) $10 +2.83 $7
Cost of Funds (%) 1.96% -0.37 2.33%
Balance Sheet
Total Assets ($M) $3,334 +231.99 $3,102
Gross Loans ($M) $2,443 +44.21 $2,399
Loan Growth YoY (%) 87.47% -5.28 92.75%
Total Deposits ($M) $2,765 +204.82 $2,560
Shareholders Equity ($M) $341 +25.11 $316
Tang. Book Value ($M) $285 +32.02 $253
TBV excl. AOCI ($M)** $307 +37.20 $270
Loan / Deposit Ratio (%) 87.47% -5.28 92.75%
Credit Quality
NPA / Total Assets (%) 0.32% +0.05 0.27%
Allowance / Loans (%) 1.02% -0.01% 1.03%
Net Charge-Off Ratio (%) 0.37% +0.02 0.35%
Capital
Tier 1 Capital Ratio (%) 11.52% +0.38 11.14%
Noninterest income ($4.86M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▆▇██ Net Interest Margin (%) 2.59% 2.64% 2.70% 2.95% 3.10% 3.20% 3.29% 3.35%
▁▁▂▅▆███ Return on Assets (%) 0.48% 0.53% 0.58% 0.76% 0.85% 0.92% 0.98% 0.95%
██▅▃▂▁▁▁ Efficiency Ratio (%) 74.5% 73.3% 69.7% 66.8% 65.1% 63.6% 62.3% 62.5%
█▇▅▅▃▂▁▁ Cost of Funds (%) 2.67% 2.52% 2.36% 2.33% 2.17% 2.12% 1.98% 1.96%
▂█▆▁▅▃▂▃ NPA / Assets (%) 0.30% 0.46% 0.40% 0.27% 0.37% 0.32% 0.29% 0.32%
▁█▆▁▅▃▂▁ Net Charge-Off Ratio (%) 0.36% 0.57% 0.51% 0.35% 0.48% 0.42% 0.39% 0.37%
▁▃▂▃▅▇██ Tang. Book Value ($M) $234 $247 $245 $253 $261 $273 $282 $285
▅█▃▁▁▂▂█ Gross Loans ($M) $2,426 $2,438 $2,414 $2,399 $2,400 $2,408 $2,407 $2,443
▁▁▄▃▃▅▇█ Total Deposits ($M) $2,452 $2,488 $2,598 $2,560 $2,559 $2,615 $2,708 $2,765
Portfolio Composition — Q1'26
Loan Mix%
Real Estate86%
C&I / Commercial9%
Agricultural2%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)78%
Brokered / Other2%
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