Security Bank of the Ozarks
Eminence, MO FDIC 18033 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.79% -0.20 0.99%
Return on Equity (%) 11.60% -4.58 16.18%
Net Interest Margin (%) 4.89% +0.44 4.45%
Efficiency Ratio (%) 78.09% +6.18 71.92%
Pre-Provision Profit ($M) $0 -0.06 $0
Cost of Funds (%) 1.40% -0.24 1.65%
Balance Sheet
Total Assets ($M) $156 +2.12 $154
Gross Loans ($M) $101 +0.25 $101
Loan Growth YoY (%) 68.52% -0.44 68.96%
Total Deposits ($M) $146 +1.25 $144
Shareholders Equity ($M) $10 +0.93 $10
Tang. Book Value ($M) $10 +0.97 $9
TBV excl. AOCI ($M)** $11 +1.11 $10
Loan / Deposit Ratio (%) 68.52% -0.44 68.96%
Credit Quality
NPA / Total Assets (%) 0.80% -1.67 2.47%
Allowance / Loans (%) 1.08% 0.03% 1.06%
Net Charge-Off Ratio (%) 0.68% -2.45 3.13%
Capital
Tier 1 Capital Ratio (%) 10.76% +0.65 10.11%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▆▅▄▁████ Net Interest Margin (%) 4.73% 4.68% 4.64% 4.45% 4.86% 4.88% 4.90% 4.89%
██▇▃▇▇█▁ Return on Assets (%) 1.51% 1.47% 1.40% 0.99% 1.36% 1.40% 1.43% 0.79%
▁▁▁▅▂▁▁█ Efficiency Ratio (%) 64.5% 64.9% 65.8% 71.9% 66.2% 65.7% 64.7% 78.1%
▄▇█▆▅▄▃▁ Cost of Funds (%) 1.54% 1.68% 1.76% 1.65% 1.59% 1.57% 1.50% 1.40%
████▂▂▁▂ NPA / Assets (%) 2.34% 2.36% 2.28% 2.47% 0.89% 0.79% 0.52% 0.80%
████▂▁▁▂ Net Charge-Off Ratio (%) 2.90% 3.06% 2.82% 3.13% 0.74% 0.58% 0.25% 0.68%
▁▄▃▄▅██▇ Tang. Book Value ($M) $8 $9 $8 $9 $9 $10 $10 $10
▁▂▇██▇██ Gross Loans ($M) $94 $95 $100 $101 $100 $100 $100 $101
▁▂▄▅█▆▅▆ Total Deposits ($M) $139 $141 $143 $144 $148 $146 $144 $146
Portfolio Composition — Q1'26
Loan Mix%
Real Estate63%
C&I / Commercial16%
Agricultural3%
Consumer16%
Other2%
Deposit Mix%
Nonint.-Bearing Demand29%
Interest-Bearing (core)62%
Brokered / Other8%
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