Lake Forest Bank & Trust Company, National Association
Lake Forest, IL FDIC 27589 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.74% -0.24 1.99%
Return on Equity (%) 18.59% -2.81 21.40%
Net Interest Margin (%) 3.38% -0.16 3.54%
Efficiency Ratio (%) 43.46% +0.30 43.15%
Pre-Provision Profit ($M) $67 +2.40 $65
Cost of Funds (%) 2.05% -0.13 2.18%
Balance Sheet
Total Assets ($M) $8,998 +273.55 $8,724
Gross Loans ($M) $6,806 +723.15 $6,083
Loan Growth YoY (%) 96.63% +7.96 88.67%
Total Deposits ($M) $6,987 +180.27 $6,807
Shareholders Equity ($M) $863 +49.23 $814
Tang. Book Value ($M) $822 +48.54 $773
TBV excl. AOCI ($M)** $876 +53.28 $822
Loan / Deposit Ratio (%) 96.63% +7.96 88.67%
Credit Quality
NPA / Total Assets (%) 0.27% +0.04 0.23%
Allowance / Loans (%) 0.79% 0.02% 0.78%
Net Charge-Off Ratio (%) 0.35% +0.02 0.33%
Capital
Tier 1 Capital Ratio (%) 11.04% -0.49 11.54%
Noninterest income ($46.72M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
██▇▃▃▂▂▁ Net Interest Margin (%) 3.85% 3.80% 3.75% 3.54% 3.51% 3.48% 3.49% 3.38%
███▄███▁ Return on Assets (%) 2.23% 2.22% 2.18% 1.99% 2.21% 2.22% 2.20% 1.74%
▃▅▆▇▁▂▁█ Efficiency Ratio (%) 42.0% 42.5% 42.8% 43.2% 41.4% 41.7% 41.3% 43.5%
▅█▅▂▁▄▁▁ Cost of Funds (%) 2.39% 2.61% 2.35% 2.18% 2.09% 2.27% 2.12% 2.05%
▁██▇▆▇██ NPA / Assets (%) 0.09% 0.27% 0.26% 0.23% 0.21% 0.24% 0.26% 0.27%
▁██▇▆▇██ Net Charge-Off Ratio (%) 0.12% 0.37% 0.34% 0.33% 0.30% 0.33% 0.35% 0.35%
▁▆▂▅▇▆██ Tang. Book Value ($M) $719 $784 $740 $773 $801 $793 $820 $822
▁▁▂▂▆▆██ Gross Loans ($M) $5,942 $6,031 $6,139 $6,083 $6,509 $6,545 $6,816 $6,806
▂▁▂▄█▇█▅ Total Deposits ($M) $6,501 $6,181 $6,451 $6,807 $7,481 $7,243 $7,366 $6,987
Portfolio Composition — Q1'26
Loan Mix%
Real Estate24%
C&I / Commercial60%
Consumer10%
Other6%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)56%
Brokered / Other20%
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