City Bank
SPFI Lubbock, TX FDIC 25103 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.46% +0.17 1.29%
Return on Equity (%) 14.29% +1.61 12.68%
Net Interest Margin (%) 4.10% +0.10 4.00%
Efficiency Ratio (%) 61.02% -2.88 63.89%
Pre-Provision Profit ($M) $21 +3.17 $18
Cost of Funds (%) 1.63% -0.18 1.80%
Balance Sheet
Total Assets ($M) $4,644 +240.81 $4,403
Gross Loans ($M) $3,121 +30.94 $3,090
Loan Growth YoY (%) 74.72% -3.42 78.15%
Total Deposits ($M) $4,116 +217.62 $3,899
Shareholders Equity ($M) $468 +28.30 $440
Tang. Book Value ($M) $423 +29.15 $394
TBV excl. AOCI ($M)** $454 +30.72 $423
Loan / Deposit Ratio (%) 74.72% -3.42 78.15%
Credit Quality
NPA / Total Assets (%) 0.13% -0.03 0.16%
Allowance / Loans (%) 1.44% 0.05% 1.39%
Net Charge-Off Ratio (%) 0.16% -0.05 0.21%
Capital
Tier 1 Capital Ratio (%) 13.79% +0.30 13.49%
Noninterest income ($11.27M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄███▆ Net Interest Margin (%) 3.82% 3.85% 3.91% 4.00% 4.18% 4.23% 4.23% 4.10%
▁▁▄▃▆███ Return on Assets (%) 1.21% 1.21% 1.34% 1.29% 1.39% 1.47% 1.47% 1.46%
██▄█▃▁▁▃ Efficiency Ratio (%) 63.8% 64.3% 61.8% 63.9% 61.0% 60.1% 59.6% 61.0%
██▇▄▄▃▃▁ Cost of Funds (%) 2.05% 2.09% 2.00% 1.80% 1.84% 1.78% 1.75% 1.63%
███▁▃▃▃▁ NPA / Assets (%) 0.57% 0.58% 0.58% 0.16% 0.25% 0.25% 0.26% 0.13%
███▁▃▂▂▁ Net Charge-Off Ratio (%) 0.75% 0.81% 0.78% 0.21% 0.34% 0.32% 0.32% 0.16%
▁▄▂▃▄▇██ Tang. Book Value ($M) $379 $401 $390 $394 $398 $413 $421 $423
▅▁▃▄▆▂█▆ Gross Loans ($M) $3,111 $3,049 $3,076 $3,090 $3,116 $3,067 $3,154 $3,121
▁▂▁▄▃▅▅█ Total Deposits ($M) $3,720 $3,819 $3,726 $3,899 $3,852 $3,952 $3,954 $4,116
Portfolio Composition — Q1'26
Loan Mix%
Real Estate72%
C&I / Commercial13%
Agricultural2%
Consumer10%
Other3%
Deposit Mix%
Nonint.-Bearing Demand27%
Interest-Bearing (core)63%
Brokered / Other10%
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