Heritage Bank
Wood River, NE FDIC 17145 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.49% +0.04 2.45%
Return on Equity (%) 11.25% -0.81 12.06%
Net Interest Margin (%) 4.27% +0.06 4.21%
Efficiency Ratio (%) 32.46% +1.02 31.44%
Pre-Provision Profit ($M) $5 +0.19 $5
Cost of Funds (%) 0.84% -0.09 0.93%
Balance Sheet
Total Assets ($M) $613 +12.82 $600
Gross Loans ($M) $274 +48.44 $225
Loan Growth YoY (%) 64.31% +11.87 52.43%
Total Deposits ($M) $422 -4.01 $426
Shareholders Equity ($M) $135 +12.84 $122
Tang. Book Value ($M) $135 +12.84 $122
TBV excl. AOCI ($M)** $148 +10.11 $137
Loan / Deposit Ratio (%) 64.31% +11.87 52.43%
Credit Quality
NPA / Total Assets (%) 0.62% +0.24 0.38%
Allowance / Loans (%) 1.00% -0.00% 1.00%
Net Charge-Off Ratio (%) 1.39% +0.37 1.01%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.02M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▆█▇█▆ Net Interest Margin (%) 3.87% 3.91% 3.97% 4.21% 4.41% 4.31% 4.35% 4.27%
▃▁▄▇███▇ Return on Assets (%) 2.21% 2.08% 2.31% 2.45% 2.55% 2.53% 2.57% 2.49%
▇▆█▁▁▁▁▃ Efficiency Ratio (%) 34.3% 33.9% 34.8% 31.4% 31.7% 31.8% 31.6% 32.5%
▆█▇▃▃▃▁▁ Cost of Funds (%) 1.09% 1.19% 1.14% 0.93% 0.96% 0.94% 0.88% 0.84%
▁▁▁▅▁▁▁█ NPA / Assets (%) 0.00% 0.07% 0.04% 0.38% 0.00% 0.04% 0.07% 0.62%
▁▂▁▆▁▁▁█ Net Charge-Off Ratio (%) 0.00% 0.20% 0.10% 1.01% 0.00% 0.10% 0.15% 1.39%
▁▁▃▄▅▇██ Tang. Book Value ($M) $112 $115 $118 $122 $126 $129 $133 $135
▁▂▄▄▅▆██ Gross Loans ($M) $188 $206 $224 $225 $237 $252 $268 $274
▇▂▃█▅▁▁▇ Total Deposits ($M) $420 $404 $408 $426 $414 $399 $399 $422
Portfolio Composition — Q1'26
Loan Mix%
Real Estate62%
C&I / Commercial10%
Agricultural27%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand19%
Interest-Bearing (core)77%
Brokered / Other4%
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