North Star Bank
Roseville, MN FDIC 16733 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.52% +2.26 -0.73%
Return on Equity (%) 17.33% +26.95 -9.62%
Net Interest Margin (%) 3.64% +0.23 3.41%
Efficiency Ratio (%) 59.35% -14.07 73.42%
Pre-Provision Profit ($M) $2 +0.65 $1
Cost of Funds (%) 1.68% -0.18 1.86%
Balance Sheet
Total Assets ($M) $394 +13.66 $380
Gross Loans ($M) $249 -9.12 $258
Loan Growth YoY (%) 68.86% -3.96 72.82%
Total Deposits ($M) $356 +7.89 $348
Shareholders Equity ($M) $36 +6.91 $29
Tang. Book Value ($M) $36 +6.91 $29
TBV excl. AOCI ($M)** $40 +7.26 $33
Loan / Deposit Ratio (%) 68.86% -3.96 72.82%
Credit Quality
NPA / Total Assets (%) 0.88% +0.88 0.00%
Allowance / Loans (%) 1.56% -0.24% 1.80%
Net Charge-Off Ratio (%) 1.39% +1.39 0.00%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▃▅▅▅█ Net Interest Margin (%) 3.33% 3.29% 3.35% 3.41% 3.48% 3.49% 3.49% 3.64%
▅▅▆▁▇▇▇█ Return on Assets (%) 0.49% 0.60% 0.77% -0.73% 1.05% 1.11% 1.07% 1.52%
█▇▆▆▁▁▂▁ Efficiency Ratio (%) 80.0% 77.0% 72.9% 73.4% 57.5% 59.5% 61.7% 59.3%
███▅▃▃▅▁ Cost of Funds (%) 1.97% 1.99% 2.00% 1.86% 1.80% 1.78% 1.84% 1.68%
▁▁▁▁▁█▆▇ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.00% 1.16% 0.86% 0.88%
▁▁▁▁▁█▇▇ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.00% 1.81% 1.40% 1.39%
▁▃▃▂▅▇██ Tang. Book Value ($M) $27 $30 $29 $29 $31 $34 $35 $36
▆▄▆▆█▅▂▁ Gross Loans ($M) $258 $255 $258 $258 $262 $256 $251 $249
▁▅▁▂▃▇█▄ Total Deposits ($M) $343 $359 $345 $348 $352 $366 $370 $356
Portfolio Composition — Q1'26
Loan Mix%
Real Estate78%
C&I / Commercial20%
Other2%
Deposit Mix%
Nonint.-Bearing Demand14%
Interest-Bearing (core)78%
Brokered / Other7%
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