The Farmers Bank
Portland, TN FDIC 1696 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.68% +0.09 1.59%
Return on Equity (%) 12.51% -0.58 13.09%
Net Interest Margin (%) 4.67% -0.05 4.72%
Efficiency Ratio (%) 55.64% +1.33 54.31%
Pre-Provision Profit ($M) $5 +0.06 $5
Cost of Funds (%) 1.41% -0.20 1.61%
Balance Sheet
Total Assets ($M) $951 +57.61 $893
Gross Loans ($M) $626 +40.44 $585
Loan Growth YoY (%) 76.15% +0.96 75.18%
Total Deposits ($M) $811 +42.06 $769
Shareholders Equity ($M) $127 +16.53 $110
Tang. Book Value ($M) $124 +16.53 $108
TBV excl. AOCI ($M)** $136 +17.00 $119
Loan / Deposit Ratio (%) 76.15% +0.96 75.18%
Credit Quality
NPA / Total Assets (%) 0.38% -0.36 0.74%
Allowance / Loans (%) 1.25% 0.08% 1.17%
Net Charge-Off Ratio (%) 0.58% -0.55 1.13%
Capital
Tier 1 Capital Ratio (%) 20.18% +0.96 19.22%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▆▆██▄ Net Interest Margin (%) 4.54% 4.57% 4.57% 4.72% 4.73% 4.81% 4.80% 4.67%
▁▃▃▅▇███ Return on Assets (%) 1.45% 1.53% 1.54% 1.59% 1.64% 1.66% 1.66% 1.68%
█▄▅▁▂▃▃▃ Efficiency Ratio (%) 58.8% 56.4% 56.7% 54.3% 55.3% 55.6% 55.6% 55.6%
▂▅█▇▅▁▁▁ Cost of Funds (%) 1.44% 1.55% 1.65% 1.61% 1.54% 1.44% 1.44% 1.41%
█▇▆▆▄▁▃▃ NPA / Assets (%) 1.10% 0.84% 0.80% 0.74% 0.46% 0.05% 0.32% 0.38%
█▇▇▆▄▁▃▃ Net Charge-Off Ratio (%) 1.60% 1.29% 1.25% 1.13% 0.69% 0.07% 0.49% 0.58%
▁▃▂▃▄▇██ Tang. Book Value ($M) $99 $107 $103 $108 $111 $118 $123 $124
▁▁▂▄▅▆▇█ Gross Loans ($M) $559 $565 $569 $585 $597 $608 $613 $626
▁▂▄▄▃▃▇█ Total Deposits ($M) $735 $746 $768 $769 $760 $761 $797 $811
Portfolio Composition — Q1'26
Loan Mix%
Real Estate90%
C&I / Commercial8%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand26%
Interest-Bearing (core)56%
Brokered / Other18%
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