Waukesha State Bank
Waukesha, WI FDIC 16160 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.03% +0.39 1.63%
Return on Equity (%) 18.67% +3.45 15.22%
Net Interest Margin (%) 4.26% +0.20 4.06%
Efficiency Ratio (%) 60.09% -6.95 67.03%
Pre-Provision Profit ($M) $8 +2.15 $6
Cost of Funds (%) 1.33% -0.02 1.35%
Balance Sheet
Total Assets ($M) $1,634 +100.03 $1,534
Gross Loans ($M) $1,223 +95.21 $1,128
Loan Growth YoY (%) 95.57% +5.63 89.95%
Total Deposits ($M) $1,268 +25.10 $1,243
Shareholders Equity ($M) $169 +5.05 $164
Tang. Book Value ($M) $169 +5.05 $164
TBV excl. AOCI ($M)** $183 +3.91 $179
Loan / Deposit Ratio (%) 95.57% +5.63 89.95%
Credit Quality
NPA / Total Assets (%) 0.43% +0.00 0.43%
Allowance / Loans (%) 0.90% 0.04% 0.86%
Net Charge-Off Ratio (%) 0.58% -0.01 0.59%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($5.18M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▆▇██ Net Interest Margin (%) 3.78% 3.83% 3.89% 4.06% 4.12% 4.17% 4.22% 4.26%
▂▂▁▁█▇▂█ Return on Assets (%) 1.71% 1.70% 1.62% 1.63% 2.08% 1.97% 1.70% 2.03%
▂▃▆█▁▂▆▁ Efficiency Ratio (%) 61.4% 62.2% 64.8% 67.0% 59.9% 61.3% 65.2% 60.1%
█▇▄▅▅▅▁▄ Cost of Funds (%) 1.46% 1.42% 1.33% 1.35% 1.36% 1.33% 1.20% 1.33%
▄▂█▆▁▁▄▆ NPA / Assets (%) 0.37% 0.31% 0.50% 0.43% 0.28% 0.27% 0.38% 0.43%
▄▂█▆▁▁▄▆ Net Charge-Off Ratio (%) 0.50% 0.42% 0.68% 0.59% 0.38% 0.36% 0.51% 0.58%
▁▄▂▃▅▇█▄ Tang. Book Value ($M) $157 $170 $162 $164 $172 $179 $182 $169
▁▂▃▄▄▅▇█ Gross Loans ($M) $1,061 $1,081 $1,106 $1,128 $1,128 $1,151 $1,187 $1,223
▁▄▂▆████ Total Deposits ($M) $1,183 $1,218 $1,197 $1,243 $1,265 $1,268 $1,260 $1,268
Portfolio Composition — Q1'26
Loan Mix%
Real Estate89%
C&I / Commercial9%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand29%
Interest-Bearing (core)66%
Brokered / Other5%
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