Bank of the West
Grapevine, TX FDIC 26627 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.58% +0.03 1.54%
Return on Equity (%) 17.07% -1.03 18.10%
Net Interest Margin (%) 4.27% -0.03 4.31%
Efficiency Ratio (%) 61.92% -0.77 62.69%
Pre-Provision Profit ($M) $3 +0.12 $3
Cost of Funds (%) 1.51% +0.06 1.45%
Balance Sheet
Total Assets ($M) $804 +9.78 $794
Gross Loans ($M) $498 +1.33 $497
Loan Growth YoY (%) 68.32% -0.02 68.34%
Total Deposits ($M) $721 +1.57 $719
Shareholders Equity ($M) $76 +7.26 $69
Tang. Book Value ($M) $76 +7.26 $68
TBV excl. AOCI ($M)** $80 +7.33 $72
Loan / Deposit Ratio (%) 68.32% -0.02 68.34%
Credit Quality
NPA / Total Assets (%) 0.08% -0.39 0.47%
Allowance / Loans (%) 1.11% 0.08% 1.03%
Net Charge-Off Ratio (%) 0.14% -0.62 0.76%
Capital
Tier 1 Capital Ratio (%) 15.36% +0.98 14.37%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▆███▅ Net Interest Margin (%) 4.01% 4.11% 4.20% 4.31% 4.45% 4.47% 4.47% 4.27%
▁▄▃▂▇█▆▃ Return on Assets (%) 1.48% 1.60% 1.59% 1.54% 1.72% 1.78% 1.70% 1.58%
█▅▇▆▂▁▃▅ Efficiency Ratio (%) 64.3% 62.4% 63.3% 62.7% 60.0% 59.3% 61.2% 61.9%
█▇▂▁▆▂▂▃ Cost of Funds (%) 1.66% 1.63% 1.49% 1.45% 1.58% 1.48% 1.49% 1.51%
██▆█▅▃▁▂ NPA / Assets (%) 0.50% 0.44% 0.34% 0.47% 0.30% 0.15% 0.00% 0.08%
█▇▆█▁▁▁▂ Net Charge-Off Ratio (%) 0.69% 0.61% 0.56% 0.76% 0.00% 0.00% 0.00% 0.14%
▁▃▃▄▄▇██ Tang. Book Value ($M) $63 $67 $67 $68 $69 $73 $74 $76
▁▁▄▅██▇▆ Gross Loans ($M) $465 $469 $485 $497 $514 $517 $509 $498
▄▆▆▅▁▆█▅ Total Deposits ($M) $710 $727 $729 $719 $687 $731 $748 $721
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial8%
Consumer1%
Other4%
Deposit Mix%
Nonint.-Bearing Demand38%
Interest-Bearing (core)54%
Brokered / Other8%
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