Stone Bank
Mountain View, AR FDIC 17431 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.86% +0.83 1.03%
Return on Equity (%) 23.09% +9.57 13.52%
Net Interest Margin (%) 3.08% +0.41 2.67%
Efficiency Ratio (%) 50.55% -8.71 59.26%
Pre-Provision Profit ($M) $6 +2.94 $3
Cost of Funds (%) 2.97% -0.16 3.13%
Balance Sheet
Total Assets ($M) $895 +42.92 $852
Gross Loans ($M) $698 +30.71 $667
Loan Growth YoY (%) 96.08% -4.04 100.12%
Total Deposits ($M) $715 +58.61 $657
Shareholders Equity ($M) $73 +6.98 $66
Tang. Book Value ($M) $71 +7.18 $64
TBV excl. AOCI ($M)** $76 +7.55 $68
Loan / Deposit Ratio (%) 96.08% -4.04 100.12%
Credit Quality
NPA / Total Assets (%) 1.83% +0.75 1.07%
Allowance / Loans (%) 1.51% 0.07% 1.44%
Net Charge-Off Ratio (%) 1.45% +0.08 1.37%
Capital
Tier 1 Capital Ratio (%) 10.62% -0.22 10.84%
Noninterest income ($6.24M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▄▃▂▁▁▄▅█ Net Interest Margin (%) 2.82% 2.80% 2.75% 2.67% 2.64% 2.82% 2.92% 3.08%
▁▁▂▂▂▄▃█ Return on Assets (%) 0.86% 0.94% 1.00% 1.03% 1.04% 1.30% 1.22% 1.86%
██▇▆▇▅▆▁ Efficiency Ratio (%) 64.2% 63.1% 62.4% 59.3% 61.0% 57.4% 59.8% 50.5%
▅█▇▃▄▃▅▁ Cost of Funds (%) 3.30% 3.51% 3.41% 3.13% 3.17% 3.13% 3.27% 2.97%
▅▇▅▃▄▁▅█ NPA / Assets (%) 1.31% 1.61% 1.42% 1.07% 1.17% 0.75% 1.32% 1.83%
▃██▇█▁▇█ Net Charge-Off Ratio (%) 1.05% 1.44% 1.41% 1.37% 1.49% 0.81% 1.36% 1.45%
▁▃▂▄▄▇▇█ Tang. Book Value ($M) $59 $62 $62 $64 $64 $68 $69 $71
▁▁▁▃▄█▅▆ Gross Loans ($M) $649 $653 $646 $667 $684 $727 $691 $698
▁▂▃▃▆▇▇█ Total Deposits ($M) $635 $648 $660 $657 $691 $696 $704 $715
Portfolio Composition — Q1'26
Loan Mix%
Real Estate80%
C&I / Commercial11%
Agricultural7%
Consumer1%
Other1%
Deposit Mix%
Nonint.-Bearing Demand4%
Interest-Bearing (core)81%
Brokered / Other15%
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