Southside Bank
Tyler, TX FDIC 18297 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.30% +0.17 1.13%
Return on Equity (%) 10.66% +0.50 10.16%
Net Interest Margin (%) 3.13% +0.23 2.90%
Efficiency Ratio (%) 51.70% -2.29 53.99%
Pre-Provision Profit ($M) $36 +5.61 $30
Cost of Funds (%) 1.82% -0.31 2.13%
Balance Sheet
Total Assets ($M) $8,798 +459.03 $8,339
Gross Loans ($M) $4,948 +379.50 $4,568
Loan Growth YoY (%) 71.25% +2.94 68.31%
Total Deposits ($M) $6,879 +257.29 $6,622
Shareholders Equity ($M) $1,052 +118.37 $934
Tang. Book Value ($M) $851 +119.16 $732
TBV excl. AOCI ($M)** $994 +125.75 $869
Loan / Deposit Ratio (%) 71.25% +2.94 68.31%
Credit Quality
NPA / Total Assets (%) 0.11% +0.05 0.06%
Allowance / Loans (%) 0.93% -0.05% 0.98%
Net Charge-Off Ratio (%) 0.19% +0.10 0.09%
Capital
Tier 1 Capital Ratio (%) 16.01% +0.43 15.58%
Noninterest income ($12.61M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▃▂▁▁▃▅█ Net Interest Margin (%) 2.93% 2.96% 2.94% 2.90% 2.93% 2.98% 3.04% 3.13%
▇▆▆▅▅▁▂█ Return on Assets (%) 1.22% 1.17% 1.16% 1.13% 1.14% 0.89% 0.97% 1.30%
▄▃▄▇█▅▂▁ Efficiency Ratio (%) 52.9% 52.7% 53.1% 54.0% 54.5% 53.4% 52.1% 51.7%
██▆▅▄▄▁▁ Cost of Funds (%) 2.32% 2.30% 2.16% 2.13% 2.03% 2.05% 1.88% 1.82%
▄▅▁▂▃▆█▇ NPA / Assets (%) 0.08% 0.09% 0.04% 0.06% 0.06% 0.10% 0.13% 0.11%
▄▅▁▂▃▆█▇ Net Charge-Off Ratio (%) 0.13% 0.16% 0.07% 0.09% 0.11% 0.17% 0.22% 0.19%
▁▁▁▁▁▆██ Tang. Book Value ($M) $738 $740 $739 $732 $747 $824 $863 $851
▁▁▃▁▁▅▆█ Gross Loans ($M) $4,591 $4,579 $4,664 $4,568 $4,602 $4,766 $4,819 $4,948
▁▁▃▃▃█▇▆ Total Deposits ($M) $6,502 $6,446 $6,672 $6,622 $6,638 $7,067 $6,943 $6,879
Portfolio Composition — Q1'26
Loan Mix%
Real Estate83%
C&I / Commercial8%
Consumer1%
Other7%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)59%
Brokered / Other21%
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