Charter Bank
Corpus Christi, TX FDIC 18660 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.41% -0.15 2.55%
Return on Equity (%) 30.30% -6.41 36.71%
Net Interest Margin (%) 5.62% +0.13 5.49%
Efficiency Ratio (%) 39.62% -17.75 57.38%
Pre-Provision Profit ($M) $3 +0.77 $2
Cost of Funds (%) 1.30% -0.29 1.58%
Balance Sheet
Total Assets ($M) $293 +0.49 $292
Gross Loans ($M) $176 -5.80 $182
Loan Growth YoY (%) 64.92% -6.77 71.69%
Total Deposits ($M) $266 +16.05 $250
Shareholders Equity ($M) $23 +2.22 $21
Tang. Book Value ($M) $23 +2.22 $21
TBV excl. AOCI ($M)** $28 +2.71 $25
Loan / Deposit Ratio (%) 64.92% -6.77 71.69%
Credit Quality
NPA / Total Assets (%) 1.11% +0.91 0.20%
Allowance / Loans (%) 1.87% 0.44% 1.43%
Net Charge-Off Ratio (%) 1.84% +1.52 0.31%
Capital
Tier 1 Capital Ratio (%) 16.98% +0.73 16.25%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▃▆▁▁▃▆█ Net Interest Margin (%) 5.48% 5.53% 5.59% 5.49% 5.50% 5.53% 5.58% 5.62%
███▄▆█▇▁ Return on Assets (%) 2.75% 2.79% 2.78% 2.55% 2.68% 2.76% 2.74% 2.41%
▇▇▇██▇▇▁ Efficiency Ratio (%) 53.5% 53.3% 53.9% 57.4% 55.2% 53.9% 54.6% 39.6%
██▆▇▅█▁▁ Cost of Funds (%) 1.64% 1.61% 1.52% 1.58% 1.48% 1.61% 1.32% 1.30%
▃▁▁▂▃▇██ NPA / Assets (%) 0.34% 0.02% 0.06% 0.20% 0.34% 0.84% 1.08% 1.11%
▃▁▁▂▃▇██ Net Charge-Off Ratio (%) 0.55% 0.04% 0.09% 0.31% 0.57% 1.43% 1.73% 1.84%
▃█▃▂▁▆▇▆ Tang. Book Value ($M) $21 $24 $21 $21 $20 $23 $24 $23
▆██▄▅▃▁▂ Gross Loans ($M) $185 $191 $190 $182 $183 $177 $172 $176
▃▅▁▂▄█▅▆ Total Deposits ($M) $254 $261 $246 $250 $258 $274 $262 $266
Portfolio Composition — Q1'26
Loan Mix%
Real Estate75%
C&I / Commercial19%
Other6%
Deposit Mix%
Nonint.-Bearing Demand44%
Interest-Bearing (core)42%
Brokered / Other14%
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