Monterey County Bank
Monterey, CA FDIC 22460 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.05% +2.02 -1.97%
Return on Equity (%) 0.42% +16.26 -15.84%
Net Interest Margin (%) 4.03% +0.70 3.34%
Efficiency Ratio (%) 91.37% -56.71 148.08%
Pre-Provision Profit ($M) $0 +1.08 $-1
Cost of Funds (%) 2.12% +0.42 1.70%
Balance Sheet
Total Assets ($M) $298 +54.05 $244
Gross Loans ($M) $151 +49.64 $101
Loan Growth YoY (%) 67.88% +15.03 52.85%
Total Deposits ($M) $219 +30.21 $189
Shareholders Equity ($M) $33 +3.78 $29
Tang. Book Value ($M) $24 +4.15 $20
TBV excl. AOCI ($M)** $28 +4.21 $24
Loan / Deposit Ratio (%) 67.88% +15.03 52.85%
Credit Quality
NPA / Total Assets (%) 1.23% -0.85 2.09%
Allowance / Loans (%) 1.24% 0.11% 1.13%
Net Charge-Off Ratio (%) 0.01% -1.20 1.22%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅▁▃▇▇███ Net Interest Margin (%) 2.48% 0.53% 1.43% 3.34% 3.58% 3.77% 3.75% 4.03%
▄█▅▁▁▂▃█ Return on Assets (%) -1.20% -0.11% -0.74% -1.97% -1.91% -1.66% -1.41% 0.05%
█▅▅█▇▆▅▁ Efficiency Ratio (%) 152.8% 124.7% 129.1% 148.1% 144.3% 135.8% 125.7% 91.4%
█▁██████ Cost of Funds (%) 1.95% -2.36% 1.79% 1.70% 1.93% 1.93% 1.89% 2.12%
█▄▂▁▁▁▁▁ NPA / Assets (%) 8.08% 4.63% 2.38% 2.09% 2.04% 1.42% 1.29% 1.23%
██▂▂▂▁▁▁ Net Charge-Off Ratio (%) 6.15% 5.88% 1.54% 1.22% 1.22% 0.00% 0.00% 0.01%
▁█▅▅▄▅▆▆ Tang. Book Value ($M) $5 $32 $19 $20 $18 $22 $23 $24
▁▁▂▄▅▆██ Gross Loans ($M) $68 $72 $86 $101 $111 $122 $151 $151
▁▂▂▄▅▆▇█ Total Deposits ($M) $165 $172 $172 $189 $193 $201 $208 $219
Portfolio Composition — Q1'26
Loan Mix%
Real Estate93%
C&I / Commercial8%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)72%
Brokered / Other12%
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