Bank of the Mountains, Inc.
West Liberty, KY FDIC 21219 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.40% -0.68 1.08%
Return on Equity (%) 4.26% -6.88 11.14%
Net Interest Margin (%) 4.63% -0.42 5.05%
Efficiency Ratio (%) 90.16% +18.07 72.08%
Pre-Provision Profit ($M) $0 -0.22 $0
Cost of Funds (%) 0.99% -0.04 1.03%
Balance Sheet
Total Assets ($M) $100 +5.16 $95
Gross Loans ($M) $70 +5.12 $65
Loan Growth YoY (%) 78.01% +1.75 76.26%
Total Deposits ($M) $88 +4.62 $84
Shareholders Equity ($M) $9 +0.06 $9
Tang. Book Value ($M) $9 +0.06 $9
Loan / Deposit Ratio (%) 78.01% +1.75 76.26%
Credit Quality
NPA / Total Assets (%) 0.38% -0.38 0.76%
Allowance / Loans (%) 1.38% -0.03% 1.41%
Net Charge-Off Ratio (%) 0.55% -0.50 1.05%
Capital
Tier 1 Capital Ratio (%) 15.09% +0.69 14.40%
Noninterest income ($0.29M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▄▅▅▆███▁ Net Interest Margin (%) 4.84% 4.93% 4.97% 5.05% 5.15% 5.17% 5.20% 4.63%
▆▆▆███▇▁ Return on Assets (%) 0.91% 0.87% 0.90% 1.08% 1.03% 1.02% 0.92% 0.40%
▂▂▁▁▁▁▂█ Efficiency Ratio (%) 75.8% 76.1% 73.1% 72.1% 74.3% 74.2% 75.1% 90.2%
▁▂▄▆▇▇█▅ Cost of Funds (%) 0.80% 0.88% 0.94% 1.03% 1.08% 1.09% 1.16% 0.99%
█▇▆▅▁▁▂▁ NPA / Assets (%) 1.02% 0.92% 0.82% 0.76% 0.37% 0.41% 0.46% 0.38%
█▇▆▅▁▁▂▁ Net Charge-Off Ratio (%) 1.40% 1.27% 1.16% 1.05% 0.51% 0.60% 0.65% 0.55%
▁▂▅▇████ Tang. Book Value ($M) $9 $9 $9 $9 $9 $9 $9 $9
▁▁▂▄▅▆▇█ Gross Loans ($M) $61 $62 $62 $65 $66 $67 $69 $70
▁▁▃▅▇▇▆█ Total Deposits ($M) $79 $79 $82 $84 $86 $86 $86 $88
Portfolio Composition — Q1'26
Loan Mix%
Real Estate69%
C&I / Commercial5%
Agricultural2%
Consumer24%
Deposit Mix%
Nonint.-Bearing Demand34%
Interest-Bearing (core)57%
Brokered / Other9%
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