Bank of The Rockies
Helena, MT FDIC 2205 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.01% +0.14 1.87%
Return on Equity (%) 21.24% +1.14 20.10%
Net Interest Margin (%) 4.91% +0.10 4.81%
Efficiency Ratio (%) 61.93% -0.72 62.64%
Pre-Provision Profit ($M) $1 +0.13 $1
Cost of Funds (%) 1.39% -0.18 1.57%
Balance Sheet
Total Assets ($M) $261 +2.15 $259
Gross Loans ($M) $199 +4.92 $194
Loan Growth YoY (%) 84.59% -2.67 87.26%
Total Deposits ($M) $232 +12.50 $219
Shareholders Equity ($M) $26 +1.59 $24
Tang. Book Value ($M) $24 +1.60 $23
TBV excl. AOCI ($M)** $27 +1.62 $25
Loan / Deposit Ratio (%) 84.59% -2.67 87.26%
Credit Quality
NPA / Total Assets (%) 1.62% +1.40 0.21%
Allowance / Loans (%) 1.20% 0.07% 1.12%
Net Charge-Off Ratio (%) 1.98% +1.84 0.14%
Capital
Tier 1 Capital Ratio (%) 11.89% +0.42 11.47%
Noninterest income ($0.60M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▂▃▄▄▃▁▇█ Net Interest Margin (%) 4.77% 4.78% 4.81% 4.81% 4.80% 4.74% 4.88% 4.91%
▁▁▁▇▃▄▄█ Return on Assets (%) 1.38% 1.40% 1.44% 1.87% 1.55% 1.63% 1.67% 2.01%
██▇▁▄▄▄▁ Efficiency Ratio (%) 70.4% 70.0% 69.1% 62.6% 66.1% 65.4% 65.6% 61.9%
▇█▇▆▆▆▃▁ Cost of Funds (%) 1.59% 1.65% 1.60% 1.57% 1.57% 1.57% 1.48% 1.39%
▁▁▁▁▃▃▁█ NPA / Assets (%) 0.17% 0.14% 0.19% 0.21% 0.63% 0.68% 0.14% 1.62%
▁▁▁▁▃▃▁█ Net Charge-Off Ratio (%) 0.22% 0.19% 0.25% 0.14% 0.70% 0.77% 0.05% 1.98%
▁▄▂▂▄▄▅█ Tang. Book Value ($M) $22 $23 $22 $23 $23 $23 $23 $24
▃▁▄▆▇▇▅█ Gross Loans ($M) $188 $183 $189 $194 $195 $196 $191 $199
▁▂▃▄▅▆█▇ Total Deposits ($M) $203 $209 $213 $219 $222 $226 $237 $232
Portfolio Composition — Q1'26
Loan Mix%
Real Estate74%
C&I / Commercial19%
Agricultural5%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand6%
Interest-Bearing (core)88%
Brokered / Other6%
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