Middlesex Federal Savings, F.A. Mutual
Somerville, MA FDIC 28368 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.10% -0.65 0.75%
Return on Equity (%) 1.12% -8.41 9.53%
Net Interest Margin (%) 2.67% -1.19 3.86%
Efficiency Ratio (%) 92.25% +15.47 76.78%
Pre-Provision Profit ($M) $0 -1.02 $1
Cost of Funds (%) 2.15% +1.39 0.76%
Balance Sheet
Total Assets ($M) $642 -3.19 $645
Gross Loans ($M) $535 +22.57 $512
Loan Growth YoY (%) 91.76% +5.27 86.49%
Total Deposits ($M) $576 -9.47 $585
Shareholders Equity ($M) $57 +5.00 $52
Tang. Book Value ($M) $57 +5.00 $52
TBV excl. AOCI ($M)** $60 +4.13 $56
Loan / Deposit Ratio (%) 91.76% +5.27 86.49%
Credit Quality
NPA / Total Assets (%) 0.00% -0.04 0.04%
Allowance / Loans (%) 1.22% 0.03% 1.19%
Net Charge-Off Ratio (%) 0.00% -0.05 0.05%
Capital
Tier 1 Capital Ratio (%) 0.00% -12.95 12.95%
Noninterest income ($1.40M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▇▇▇████▁ Net Interest Margin (%) 3.72% 3.71% 3.75% 3.86% 3.86% 3.94% 4.00% 2.67%
▆▇▇█▇█▇▁ Return on Assets (%) 0.63% 0.66% 0.67% 0.75% 0.71% 0.82% 0.69% 0.10%
▂▂▁▂▁▁▁█ Efficiency Ratio (%) 76.2% 76.5% 75.6% 76.8% 75.3% 73.6% 73.7% 92.3%
▁▁▁▁▁▁▁█ Cost of Funds (%) 0.75% 0.84% 0.87% 0.76% 0.82% 0.82% 0.78% 2.15%
▁█▂▂▃▁▁▁ NPA / Assets (%) 0.01% 0.21% 0.05% 0.04% 0.08% 0.00% 0.00% 0.00%
▁█▂▂▃▁▁▁ Net Charge-Off Ratio (%) 0.01% 0.27% 0.06% 0.05% 0.09% 0.00% 0.00% 0.00%
▁▃▃▅▆███ Tang. Book Value ($M) $46 $49 $49 $52 $53 $56 $57 $57
▁▃▂▄█▇▅█ Gross Loans ($M) $494 $505 $502 $512 $533 $529 $517 $535
▆▄▁▆█▃▁▁ Total Deposits ($M) $585 $582 $575 $585 $590 $580 $576 $576
Portfolio Composition — Q1'26
Loan Mix%
Real Estate97%
C&I / Commercial3%
Deposit Mix%
Nonint.-Bearing Demand7%
Interest-Bearing (core)88%
Brokered / Other5%
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