FIDELITY BANK
New Orleans, LA FDIC 28316 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.11% -0.09 0.20%
Return on Equity (%) 0.56% -0.46 1.02%
Net Interest Margin (%) 4.48% -0.15 4.63%
Efficiency Ratio (%) 92.85% -0.56 93.41%
Pre-Provision Profit ($M) $1 +0.11 $1
Cost of Funds (%) 1.44% +0.11 1.33%
Balance Sheet
Total Assets ($M) $1,266 +27.91 $1,239
Gross Loans ($M) $776 -15.75 $792
Loan Growth YoY (%) 84.50% -1.16 85.66%
Total Deposits ($M) $911 -6.20 $918
Shareholders Equity ($M) $245 +1.85 $243
Tang. Book Value ($M) $244 +1.93 $242
TBV excl. AOCI ($M)** $261 +6.72 $254
Loan / Deposit Ratio (%) 84.50% -1.16 85.66%
Credit Quality
NPA / Total Assets (%) 1.30% -0.00 1.30%
Allowance / Loans (%) 0.82% 0.04% 0.78%
Net Charge-Off Ratio (%) 1.94% -0.01 1.95%
Capital
Tier 1 Capital Ratio (%) 28.70% -0.86 29.56%
Noninterest income ($3.98M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▃▁▃█▆█▇▆ Net Interest Margin (%) 4.29% 4.10% 4.28% 4.63% 4.50% 4.70% 4.62% 4.48%
▆▅▁███▇▇ Return on Assets (%) 0.01% -0.09% -0.52% 0.20% 0.23% 0.27% 0.09% 0.11%
▇█▇▂▁▁▁▁ Efficiency Ratio (%) 99.2% 101.1% 99.2% 93.4% 92.8% 92.2% 92.1% 92.9%
█▆▅▁▂▄▄▃ Cost of Funds (%) 1.69% 1.56% 1.51% 1.33% 1.40% 1.48% 1.49% 1.44%
▂▁▃▆▄▆█▆ NPA / Assets (%) 1.08% 0.96% 1.11% 1.30% 1.18% 1.33% 1.45% 1.30%
▁▂▄▆▃▅█▆ Net Charge-Off Ratio (%) 1.30% 1.46% 1.66% 1.95% 1.63% 1.82% 2.18% 1.94%
▁▁██████ Tang. Book Value ($M) $149 $155 $237 $242 $242 $248 $246 $244
▁▂▅▇██▃▄ Gross Loans ($M) $758 $767 $784 $792 $802 $802 $773 $776
▁█▅▅▅▆▅▅ Total Deposits ($M) $780 $1,013 $901 $918 $919 $937 $915 $911
Portfolio Composition — Q1'26
Loan Mix%
Real Estate89%
C&I / Commercial10%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)60%
Brokered / Other18%
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