Heartland Bank
Geneva, NE FDIC 18740 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.84% +0.26 1.58%
Return on Equity (%) 16.49% +1.03 15.46%
Net Interest Margin (%) 4.08% +0.27 3.81%
Efficiency Ratio (%) 50.31% -2.47 52.78%
Pre-Provision Profit ($M) $5 +0.68 $5
Cost of Funds (%) 1.51% -0.26 1.77%
Balance Sheet
Total Assets ($M) $901 -6.74 $908
Gross Loans ($M) $642 +22.13 $620
Loan Growth YoY (%) 82.58% -6.22 88.80%
Total Deposits ($M) $769 +78.50 $690
Shareholders Equity ($M) $104 +8.48 $96
Tang. Book Value ($M) $84 +8.81 $75
TBV excl. AOCI ($M)** $93 +7.74 $86
Loan / Deposit Ratio (%) 82.58% -6.22 88.80%
Credit Quality
NPA / Total Assets (%) 0.31% +0.19 0.12%
Allowance / Loans (%) 1.11% -0.01% 1.12%
Net Charge-Off Ratio (%) 0.26% +0.08 0.18%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($2.28M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▄▅▅▅█ Net Interest Margin (%) 3.66% 3.65% 3.64% 3.81% 3.86% 3.89% 3.90% 4.08%
▁▁▁▄▅▅▅█ Return on Assets (%) 1.34% 1.35% 1.38% 1.58% 1.60% 1.65% 1.64% 1.84%
██▇▃▃▂▃▁ Efficiency Ratio (%) 57.6% 56.9% 56.2% 52.8% 52.5% 51.4% 52.8% 50.3%
▇█▇▆▆▇▅▁ Cost of Funds (%) 1.82% 1.92% 1.83% 1.77% 1.78% 1.83% 1.76% 1.51%
▁▁▁▃▄▃██ NPA / Assets (%) 0.01% 0.04% 0.03% 0.12% 0.14% 0.10% 0.29% 0.31%
▁▂▂▆▇▅██ Net Charge-Off Ratio (%) 0.02% 0.06% 0.05% 0.18% 0.20% 0.14% 0.23% 0.26%
▁▃▂▄▅█▇█ Tang. Book Value ($M) $68 $73 $71 $75 $78 $84 $81 $84
▁▂▅▅▆██▇ Gross Loans ($M) $560 $575 $619 $620 $635 $664 $666 $642
▂▁▁▃▅▃▄█ Total Deposits ($M) $680 $659 $667 $690 $717 $697 $713 $769
Portfolio Composition — Q1'26
Loan Mix%
Real Estate61%
C&I / Commercial8%
Agricultural28%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)70%
Brokered / Other12%
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