Bank of Monticello
Monticello, GA FDIC 2145 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 3.14% +0.30 2.84%
Return on Equity (%) 23.37% +0.16 23.21%
Net Interest Margin (%) 5.65% +0.23 5.42%
Efficiency Ratio (%) 43.28% -2.39 45.68%
Pre-Provision Profit ($M) $1 +0.16 $1
Cost of Funds (%) 1.07% -0.00 1.08%
Balance Sheet
Total Assets ($M) $160 +5.19 $155
Gross Loans ($M) $111 +2.76 $109
Loan Growth YoY (%) 79.61% +0.22 79.39%
Total Deposits ($M) $138 +2.72 $135
Shareholders Equity ($M) $22 +2.53 $20
Tang. Book Value ($M) $22 +2.53 $20
Loan / Deposit Ratio (%) 79.61% +0.22 79.39%
Credit Quality
NPA / Total Assets (%) 1.09% -0.10 1.19%
Allowance / Loans (%) 1.63% 0.23% 1.40%
Net Charge-Off Ratio (%) 1.44% -0.26 1.70%
Capital
Tier 1 Capital Ratio (%) 20.18% +1.06 19.12%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▃▂▅██▇ Net Interest Margin (%) 5.36% 5.38% 5.46% 5.42% 5.55% 5.71% 5.70% 5.65%
▁▂▁▁▅█▃█ Return on Assets (%) 2.84% 2.86% 2.80% 2.84% 2.98% 3.12% 2.93% 3.14%
▆▆█▆▄▁▂▁ Efficiency Ratio (%) 45.7% 45.6% 46.5% 45.7% 44.6% 43.5% 44.0% 43.3%
▁▃▇█▇▇▁█ Cost of Funds (%) 0.97% 1.00% 1.06% 1.08% 1.06% 1.06% 0.98% 1.07%
▁▆▇▇██▇▆ NPA / Assets (%) 0.47% 1.04% 1.20% 1.19% 1.34% 1.37% 1.16% 1.09%
▁▆████▅▆ Net Charge-Off Ratio (%) 0.69% 1.47% 1.75% 1.70% 1.84% 1.76% 1.38% 1.44%
▁▃▂▄▄▇▇█ Tang. Book Value ($M) $17 $18 $18 $20 $19 $21 $21 $22
▁▄▁▄▇▆█▇ Gross Loans ($M) $105 $108 $105 $109 $112 $111 $113 $111
▅▅▅▆▄▁██ Total Deposits ($M) $133 $134 $134 $135 $133 $129 $137 $138
Portfolio Composition — Q1'26
Loan Mix%
Real Estate82%
C&I / Commercial10%
Consumer8%
Deposit Mix%
Nonint.-Bearing Demand31%
Interest-Bearing (core)68%
Brokered / Other1%
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