Heartland Bank and Trust Company
Bloomington, IL FDIC 20369 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.08% -0.54 1.62%
Return on Equity (%) 8.47% -4.58 13.05%
Net Interest Margin (%) 4.12% -0.07 4.19%
Efficiency Ratio (%) 70.15% +19.15 51.00%
Pre-Provision Profit ($M) $20 -8.81 $28
Cost of Funds (%) 0.85% -0.18 1.03%
Balance Sheet
Total Assets ($M) $6,770 +1680.40 $5,089
Gross Loans ($M) $4,690 +1225.70 $3,464
Loan Growth YoY (%) 79.38% +1.57 77.81%
Total Deposits ($M) $5,832 +1433.66 $4,399
Shareholders Equity ($M) $854 +213.93 $640
Tang. Book Value ($M) $706 +160.86 $545
TBV excl. AOCI ($M)** $780 +175.03 $605
Loan / Deposit Ratio (%) 79.38% +1.57 77.81%
Credit Quality
NPA / Total Assets (%) 0.21% +0.10 0.11%
Allowance / Loans (%) 1.29% 0.07% 1.22%
Net Charge-Off Ratio (%) 0.28% +0.13 0.15%
Capital
Tier 1 Capital Ratio (%) 14.44% -0.94 15.38%
Noninterest income ($11.06M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂▅▇██▂ Net Interest Margin (%) 4.07% 4.11% 4.11% 4.19% 4.25% 4.27% 4.27% 4.12%
▆▆▇████▁ Return on Assets (%) 1.46% 1.50% 1.57% 1.62% 1.65% 1.68% 1.67% 1.08%
▁▁▁▁▁▁▁█ Efficiency Ratio (%) 50.6% 50.8% 50.1% 51.0% 50.5% 50.1% 50.1% 70.2%
▇█▇▅▅▅▅▁ Cost of Funds (%) 1.15% 1.19% 1.11% 1.03% 1.03% 1.04% 1.02% 0.85%
▆▅▅▁▂▅▅█ NPA / Assets (%) 0.17% 0.17% 0.16% 0.11% 0.13% 0.17% 0.17% 0.21%
▇▆▅▁▂▅▅█ Net Charge-Off Ratio (%) 0.25% 0.24% 0.22% 0.15% 0.17% 0.22% 0.22% 0.28%
▁▂▂▃▃▃▃█ Tang. Book Value ($M) $487 $517 $522 $545 $543 $546 $562 $706
▁▁▁▁▁▁▁█ Gross Loans ($M) $3,386 $3,373 $3,468 $3,464 $3,351 $3,401 $3,457 $4,690
▁▁▁▁▁▁▁█ Total Deposits ($M) $4,335 $4,299 $4,334 $4,399 $4,342 $4,358 $4,371 $5,832
Portfolio Composition — Q1'26
Loan Mix%
Real Estate79%
C&I / Commercial11%
Agricultural4%
Consumer1%
Other5%
Deposit Mix%
Nonint.-Bearing Demand24%
Interest-Bearing (core)70%
Brokered / Other6%
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