Forward Bank
Marshfield, WI FDIC 28530 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.92% +0.08 0.85%
Return on Equity (%) 9.93% -0.01 9.94%
Net Interest Margin (%) 4.43% +0.39 4.05%
Efficiency Ratio (%) 71.25% -0.03 71.28%
Pre-Provision Profit ($M) $4 +0.50 $4
Cost of Funds (%) 1.38% -0.13 1.50%
Balance Sheet
Total Assets ($M) $1,206 +102.10 $1,104
Gross Loans ($M) $893 +77.79 $815
Loan Growth YoY (%) 88.26% +3.14 85.12%
Total Deposits ($M) $1,002 +53.69 $948
Shareholders Equity ($M) $116 +19.14 $97
Tang. Book Value ($M) $97 +19.48 $78
TBV excl. AOCI ($M)** $108 +20.66 $87
Loan / Deposit Ratio (%) 88.26% +3.14 85.12%
Credit Quality
NPA / Total Assets (%) 0.24% -0.02 0.26%
Allowance / Loans (%) 0.96% -0.01% 0.98%
Net Charge-Off Ratio (%) 0.33% -0.00 0.33%
Capital
Tier 1 Capital Ratio (%) 12.24% +1.02 11.22%
Noninterest income ($2.98M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂▅▆▇▇█ Net Interest Margin (%) 3.53% 3.64% 3.74% 4.05% 4.14% 4.21% 4.27% 4.43%
█▇▁▁▂▄▃▃ Return on Assets (%) 1.11% 1.07% 0.86% 0.85% 0.89% 0.95% 0.94% 0.92%
▃▁█▆▇▇█▆ Efficiency Ratio (%) 69.7% 68.0% 73.1% 71.3% 71.8% 71.9% 72.8% 71.3%
▇█▄▃▃▃▁▁ Cost of Funds (%) 1.69% 1.75% 1.56% 1.50% 1.49% 1.49% 1.40% 1.38%
▁▃█▇███▆ NPA / Assets (%) 0.15% 0.19% 0.30% 0.26% 0.29% 0.29% 0.29% 0.24%
▁▃█▅███▅ Net Charge-Off Ratio (%) 0.20% 0.26% 0.41% 0.33% 0.39% 0.39% 0.39% 0.33%
▁▃▂▃▄▅▅█ Tang. Book Value ($M) $69 $77 $73 $78 $81 $85 $86 $97
▁▁▂▃▄▅▇█ Gross Loans ($M) $786 $797 $810 $815 $831 $841 $870 $893
▁▄▅▄▄▅██ Total Deposits ($M) $903 $941 $958 $948 $947 $962 $1,000 $1,002
Portfolio Composition — Q1'26
Loan Mix%
Real Estate74%
C&I / Commercial15%
Agricultural6%
Consumer3%
Other2%
Deposit Mix%
Nonint.-Bearing Demand24%
Interest-Bearing (core)70%
Brokered / Other6%
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