The Bank of the West
Thomas, OK FDIC 25703 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.18% -0.29 2.48%
Return on Equity (%) 18.85% -0.97 19.82%
Net Interest Margin (%) 4.84% -0.27 5.11%
Efficiency Ratio (%) 54.75% +3.56 51.19%
Pre-Provision Profit ($M) $1 -0.09 $1
Cost of Funds (%) 1.94% -0.34 2.27%
Balance Sheet
Total Assets ($M) $185 +10.41 $174
Gross Loans ($M) $146 +5.06 $141
Loan Growth YoY (%) 87.80% -3.84 91.64%
Total Deposits ($M) $164 +12.38 $151
Shareholders Equity ($M) $20 -1.96 $22
Tang. Book Value ($M) $20 -1.96 $22
Loan / Deposit Ratio (%) 87.80% -3.84 91.64%
Credit Quality
NPA / Total Assets (%) 1.63% +1.21 0.41%
Allowance / Loans (%) 1.61% -0.06% 1.67%
Net Charge-Off Ratio (%) 2.06% +1.55 0.51%
Capital
Tier 1 Capital Ratio (%) 11.97% -1.51 13.47%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
███▃▃▃▃▁ Net Interest Margin (%) 5.60% 5.61% 5.54% 5.11% 5.11% 5.12% 5.10% 4.84%
██▄▄▃▄▃▁ Return on Assets (%) 2.77% 2.77% 2.42% 2.48% 2.40% 2.42% 2.39% 2.18%
▁▁▁▄▆▅▆█ Efficiency Ratio (%) 49.0% 49.1% 49.7% 51.2% 52.8% 52.6% 53.1% 54.8%
▆██▅▄▄▄▁ Cost of Funds (%) 2.34% 2.49% 2.49% 2.27% 2.18% 2.16% 2.21% 1.94%
▁▁▂▁▁█▇▆ NPA / Assets (%) 0.46% 0.45% 0.65% 0.41% 0.40% 2.06% 1.72% 1.63%
▁▁▁▁▁█▆▇ Net Charge-Off Ratio (%) 0.57% 0.52% 0.76% 0.51% 0.53% 2.52% 1.93% 2.06%
▆▇▇████▁ Tang. Book Value ($M) $21 $21 $22 $22 $22 $22 $22 $20
▃▅▆▃▁▅█▅ Gross Loans ($M) $140 $147 $148 $141 $133 $147 $156 $146
▂▁▁▃▅▅▃█ Total Deposits ($M) $149 $146 $146 $151 $155 $156 $152 $164
Portfolio Composition — Q1'26
Loan Mix%
Real Estate59%
C&I / Commercial11%
Agricultural28%
Other2%
Deposit Mix%
Nonint.-Bearing Demand24%
Interest-Bearing (core)67%
Brokered / Other10%
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