The Yellowstone Bank
Laurel, MT FDIC 1978 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.99% +0.13 2.86%
Return on Equity (%) 22.88% +2.14 20.74%
Net Interest Margin (%) 4.19% +0.04 4.14%
Efficiency Ratio (%) 30.33% -2.19 32.52%
Pre-Provision Profit ($M) $10 +1.07 $9
Cost of Funds (%) 1.57% -0.07 1.63%
Balance Sheet
Total Assets ($M) $1,343 +76.51 $1,267
Gross Loans ($M) $739 +50.52 $689
Loan Growth YoY (%) 65.10% +0.13 64.97%
Total Deposits ($M) $1,129 +73.96 $1,055
Shareholders Equity ($M) $168 +0.45 $168
Tang. Book Value ($M) $161 +0.45 $161
TBV excl. AOCI ($M)** $186 +3.88 $182
Loan / Deposit Ratio (%) 65.10% +0.13 64.97%
Credit Quality
NPA / Total Assets (%) 0.18% +0.02 0.16%
Allowance / Loans (%) 0.57% 0.11% 0.46%
Net Charge-Off Ratio (%) 0.32% +0.03 0.29%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▃▇███▇ Net Interest Margin (%) 3.30% 3.39% 3.57% 4.14% 4.27% 4.33% 4.33% 4.19%
▁▁▂▇██▇█ Return on Assets (%) 2.10% 2.16% 2.27% 2.86% 2.91% 2.97% 2.85% 2.99%
███▃▃▂▇▁ Efficiency Ratio (%) 37.5% 37.5% 37.6% 32.5% 32.8% 32.0% 36.0% 30.3%
██▄▁▁▁▁▁ Cost of Funds (%) 2.16% 2.10% 1.82% 1.63% 1.63% 1.63% 1.58% 1.57%
▃▃▃▆▁▃█▆ NPA / Assets (%) 0.08% 0.08% 0.08% 0.16% 0.00% 0.08% 0.24% 0.18%
▃▃▃▆▁▃█▆ Net Charge-Off Ratio (%) 0.15% 0.16% 0.14% 0.29% 0.00% 0.14% 0.45% 0.32%
▁▃▇▁▂▅█▁ Tang. Book Value ($M) $161 $166 $175 $161 $164 $170 $179 $161
▁▁▄▁▄▆██ Gross Loans ($M) $683 $684 $707 $689 $706 $723 $738 $739
▁▂▄▅▅▆██ Total Deposits ($M) $975 $1,007 $1,039 $1,055 $1,060 $1,087 $1,129 $1,129
Portfolio Composition — Q1'26
Loan Mix%
Real Estate84%
C&I / Commercial10%
Agricultural6%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand26%
Interest-Bearing (core)68%
Brokered / Other7%
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