The First National Bank of Grayson
Grayson, KY FDIC 2695 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.91% +0.33 1.58%
Return on Equity (%) 16.34% +0.83 15.51%
Net Interest Margin (%) 4.65% +0.43 4.22%
Efficiency Ratio (%) 50.92% -3.16 54.08%
Pre-Provision Profit ($M) $2 +0.32 $2
Cost of Funds (%) 0.79% -0.29 1.08%
Balance Sheet
Total Assets ($M) $364 -4.67 $369
Gross Loans ($M) $230 +14.13 $216
Loan Growth YoY (%) 71.21% +6.23 64.99%
Total Deposits ($M) $319 -9.12 $328
Shareholders Equity ($M) $43 +4.80 $38
Tang. Book Value ($M) $43 +4.82 $38
TBV excl. AOCI ($M)** $47 +3.95 $43
Loan / Deposit Ratio (%) 71.21% +6.23 64.99%
Credit Quality
NPA / Total Assets (%) 0.88% +0.18 0.70%
Allowance / Loans (%) 1.15% 0.01% 1.14%
Net Charge-Off Ratio (%) 1.29% +0.13 1.16%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.77M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▂▁▁▂▄▅▇█ Net Interest Margin (%) 4.17% 4.09% 4.13% 4.22% 4.34% 4.44% 4.51% 4.65%
▁▁▂▃▃▆▆█ Return on Assets (%) 1.43% 1.44% 1.53% 1.58% 1.61% 1.73% 1.79% 1.91%
██▆▄▅▃▂▁ Efficiency Ratio (%) 58.8% 57.8% 56.6% 54.1% 55.1% 53.2% 52.4% 50.9%
▆▆█▆▅▄▂▁ Cost of Funds (%) 1.07% 1.08% 1.23% 1.08% 1.05% 0.97% 0.85% 0.79%
▁▂▃▁███▆ NPA / Assets (%) 0.69% 0.74% 0.77% 0.70% 0.93% 0.94% 0.94% 0.88%
▁▄▅▂███▄ Net Charge-Off Ratio (%) 1.09% 1.31% 1.31% 1.16% 1.52% 1.52% 1.49% 1.29%
▁▃▂▄▆█▇█ Tang. Book Value ($M) $34 $37 $36 $38 $40 $42 $41 $43
▁▁▃▄▅▆██ Gross Loans ($M) $203 $205 $211 $216 $219 $222 $227 $230
▁█▇█▆▆▆▇ Total Deposits ($M) $290 $325 $321 $328 $318 $317 $316 $319
Portfolio Composition — Q1'26
Loan Mix%
Real Estate76%
C&I / Commercial8%
Agricultural1%
Consumer14%
Deposit Mix%
Nonint.-Bearing Demand39%
Interest-Bearing (core)56%
Brokered / Other4%
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