Bank of the Bluegrass and Trust Company
Lexington, KY FDIC 21161 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.31% -0.32 1.63%
Return on Equity (%) 14.86% -5.21 20.07%
Net Interest Margin (%) 3.58% +0.22 3.36%
Efficiency Ratio (%) 61.77% +0.96 60.81%
Pre-Provision Profit ($M) $2 +0.14 $2
Cost of Funds (%) 1.75% -0.10 1.85%
Balance Sheet
Total Assets ($M) $415 +28.66 $387
Gross Loans ($M) $311 +13.71 $297
Loan Growth YoY (%) 87.35% +0.12 87.23%
Total Deposits ($M) $350 +14.85 $335
Shareholders Equity ($M) $35 +4.11 $31
Tang. Book Value ($M) $35 +4.11 $31
TBV excl. AOCI ($M)** $39 +4.41 $34
Loan / Deposit Ratio (%) 87.35% +0.12 87.23%
Credit Quality
NPA / Total Assets (%) 0.02% -0.00 0.02%
Allowance / Loans (%) 1.72% 0.04% 1.68%
Net Charge-Off Ratio (%) 0.03% -0.00 0.03%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.35M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▅▆▇█ Net Interest Margin (%) 3.04% 3.07% 3.12% 3.36% 3.36% 3.40% 3.51% 3.58%
▁▂▂█▆▅▅▅ Return on Assets (%) 0.99% 1.13% 1.15% 1.63% 1.43% 1.33% 1.33% 1.31%
██▇▁▂▂▃▁ Efficiency Ratio (%) 69.0% 68.3% 67.2% 60.8% 62.0% 62.3% 62.9% 61.8%
▆██▄▇▇▅▁ Cost of Funds (%) 1.94% 1.98% 2.01% 1.85% 1.97% 1.96% 1.91% 1.75%
▃█▂▁▁██▁ NPA / Assets (%) 0.03% 0.04% 0.03% 0.02% 0.02% 0.04% 0.04% 0.02%
▃█▂▁▁█▇▁ Net Charge-Off Ratio (%) 0.04% 0.05% 0.03% 0.03% 0.03% 0.05% 0.05% 0.03%
▁▂▁▃▅▆██ Tang. Book Value ($M) $30 $31 $30 $31 $33 $34 $36 $35
▁▁▄▅▅▆██ Gross Loans ($M) $275 $276 $290 $297 $295 $298 $309 $311
▁▃▃▅██▄▇ Total Deposits ($M) $310 $323 $326 $335 $351 $356 $333 $350
Portfolio Composition — Q1'26
Loan Mix%
Real Estate97%
C&I / Commercial3%
Deposit Mix%
Nonint.-Bearing Demand21%
Interest-Bearing (core)73%
Brokered / Other6%
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