The Equitable Bank, S.S.B.
Wauwatosa, WI FDIC 28614 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.45% +1.20 -0.75%
Return on Equity (%) 5.11% +13.80 -8.69%
Net Interest Margin (%) 3.02% +0.49 2.53%
Efficiency Ratio (%) 104.47% -21.40 125.87%
Pre-Provision Profit ($M) $-0 +0.47 $-1
Cost of Funds (%) 1.79% -0.19 1.99%
Balance Sheet
Total Assets ($M) $327 +9.48 $317
Gross Loans ($M) $287 +8.64 $279
Loan Growth YoY (%) 96.27% -1.67 97.94%
Total Deposits ($M) $296 +14.45 $282
Shareholders Equity ($M) $29 +1.43 $28
Tang. Book Value ($M) $29 +1.43 $28
TBV excl. AOCI ($M)** $30 +1.35 $29
Loan / Deposit Ratio (%) 96.27% -1.67 97.94%
Credit Quality
NPA / Total Assets (%) 0.09% -0.13 0.22%
Allowance / Loans (%) 0.73% -0.22% 0.96%
Net Charge-Off Ratio (%) 0.10% -0.15 0.25%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.57M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▃▅▆▇█ Net Interest Margin (%) 2.27% 2.30% 2.38% 2.53% 2.72% 2.80% 2.89% 3.02%
▁▂▂▁▃▄▅█ Return on Assets (%) -0.72% -0.59% -0.53% -0.75% -0.45% -0.29% -0.14% 0.45%
█▆▅▇▃▂▁▁ Efficiency Ratio (%) 131.2% 123.5% 120.1% 125.9% 114.2% 109.0% 104.2% 104.5%
██▆▅▁▂▁▁ Cost of Funds (%) 2.17% 2.14% 2.06% 1.99% 1.78% 1.82% 1.76% 1.79%
▁▂▄▆▄█▁▂ NPA / Assets (%) 0.05% 0.10% 0.14% 0.22% 0.16% 0.29% 0.08% 0.09%
▁▂▄▆▃█▁▂ Net Charge-Off Ratio (%) 0.06% 0.11% 0.16% 0.25% 0.14% 0.33% 0.09% 0.10%
▄█▁▁▂▅▇█ Tang. Book Value ($M) $28 $29 $28 $28 $28 $28 $29 $29
██▁▁▄▇▇▅ Gross Loans ($M) $293 $291 $278 $279 $284 $289 $290 $287
█▆▃▁▄▂▂▅ Total Deposits ($M) $307 $298 $290 $282 $291 $287 $287 $296
Portfolio Composition — Q1'26
Loan Mix%
Real Estate99%
C&I / Commercial1%
Deposit Mix%
Nonint.-Bearing Demand11%
Interest-Bearing (core)78%
Brokered / Other10%
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