The National Grand Bank of Marblehead
Marblehead, MA FDIC 2608 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.61% +0.20 0.41%
Return on Equity (%) 6.61% +1.86 4.75%
Net Interest Margin (%) 2.43% +0.26 2.17%
Efficiency Ratio (%) 71.34% -9.43 80.77%
Pre-Provision Profit ($M) $1 +0.33 $1
Cost of Funds (%) 1.69% -0.15 1.84%
Balance Sheet
Total Assets ($M) $442 -2.72 $445
Gross Loans ($M) $324 +1.24 $323
Loan Growth YoY (%) 88.53% +2.56 85.97%
Total Deposits ($M) $364 -9.34 $374
Shareholders Equity ($M) $41 +2.46 $39
Tang. Book Value ($M) $41 +2.46 $39
TBV excl. AOCI ($M)** $45 +2.29 $43
Loan / Deposit Ratio (%) 88.53% +2.56 85.97%
Credit Quality
NPA / Total Assets (%) 0.00% 0.00 0.00%
Allowance / Loans (%) 0.36% -0.02% 0.38%
Net Charge-Off Ratio (%) 0.00% 0.00 0.00%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▅▅▆█ Net Interest Margin (%) 2.03% 2.04% 2.04% 2.17% 2.24% 2.25% 2.30% 2.43%
▁▁▁▃▄▅▆█ Return on Assets (%) 0.33% 0.34% 0.36% 0.41% 0.46% 0.49% 0.54% 0.61%
██▇▆▄▃▂▁ Efficiency Ratio (%) 84.5% 83.0% 82.5% 80.8% 76.7% 75.8% 74.0% 71.3%
▆██▅▅▇▂▁ Cost of Funds (%) 1.87% 1.94% 1.96% 1.84% 1.84% 1.89% 1.74% 1.69%
▁█▁▁▁▁▁▁ NPA / Assets (%) 0.00% 0.04% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▁█▁▁▁▁▁▁ Net Charge-Off Ratio (%) 0.00% 0.06% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▁▅▂▃▄▆██ Tang. Book Value ($M) $37 $39 $38 $39 $39 $40 $41 $41
▁▁▃▇▆███ Gross Loans ($M) $316 $317 $319 $323 $321 $324 $324 $324
▁▃██▆█▇▅ Total Deposits ($M) $353 $361 $372 $374 $367 $374 $370 $364
Portfolio Composition — Q1'26
Loan Mix%
Real Estate98%
C&I / Commercial1%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand28%
Interest-Bearing (core)56%
Brokered / Other15%
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