Walden Savings Bank Mutual
Montgomery, NY FDIC 15987 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.10% +0.11 0.99%
Return on Equity (%) 11.96% -0.24 12.20%
Net Interest Margin (%) 3.94% +0.31 3.63%
Efficiency Ratio (%) 65.80% -4.81 70.61%
Pre-Provision Profit ($M) $4 +0.92 $3
Cost of Funds (%) 1.10% -0.12 1.22%
Balance Sheet
Total Assets ($M) $977 +51.63 $926
Gross Loans ($M) $761 +80.75 $681
Loan Growth YoY (%) 93.60% +9.34 84.25%
Total Deposits ($M) $805 +5.98 $799
Shareholders Equity ($M) $91 +13.98 $77
Tang. Book Value ($M) $91 +14.14 $76
TBV excl. AOCI ($M)** $98 +12.77 $86
Loan / Deposit Ratio (%) 93.60% +9.34 84.25%
Credit Quality
NPA / Total Assets (%) 0.46% +0.23 0.23%
Allowance / Loans (%) 1.09% -0.05% 1.14%
Net Charge-Off Ratio (%) 0.54% +0.23 0.31%
Capital
Tier 1 Capital Ratio (%) 14.89% +0.13 14.76%
Noninterest income ($1.58M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▄▅▆▆█ Net Interest Margin (%) 3.40% 3.39% 3.44% 3.63% 3.68% 3.74% 3.79% 3.94%
▂▂▁▇██▇█ Return on Assets (%) 0.71% 0.73% 0.62% 0.99% 1.05% 1.05% 1.01% 1.10%
██▆▅▃▃▂▁ Efficiency Ratio (%) 74.2% 73.4% 72.1% 70.6% 68.9% 68.4% 67.4% 65.8%
▃▄█▄▃▂▁▁ Cost of Funds (%) 1.21% 1.24% 1.41% 1.22% 1.19% 1.16% 1.10% 1.10%
▆▅▁▁▁▅▇█ NPA / Assets (%) 0.39% 0.37% 0.23% 0.23% 0.24% 0.35% 0.43% 0.46%
██▁▁▁▆▇█ Net Charge-Off Ratio (%) 0.55% 0.53% 0.32% 0.31% 0.32% 0.47% 0.51% 0.54%
▁▃▂▄▅▆██ Tang. Book Value ($M) $68 $74 $72 $76 $80 $84 $88 $91
▁▂▃▃▅▆▇█ Gross Loans ($M) $635 $656 $668 $681 $701 $716 $742 $761
▂▁▂▂▃▅█▄ Total Deposits ($M) $797 $793 $799 $799 $803 $808 $820 $805
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial13%
Deposit Mix%
Nonint.-Bearing Demand21%
Interest-Bearing (core)74%
Brokered / Other5%
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