North Shore Bank Mutual
Brookfield, WI FDIC 28679 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.98% +0.08 0.90%
Return on Equity (%) 6.52% +0.24 6.28%
Net Interest Margin (%) 3.88% +0.21 3.67%
Efficiency Ratio (%) 70.34% -1.91 72.25%
Pre-Provision Profit ($M) $8 +1.00 $7
Cost of Funds (%) 1.19% -0.07 1.26%
Balance Sheet
Total Assets ($M) $2,591 +104.75 $2,486
Gross Loans ($M) $2,015 +79.11 $1,936
Loan Growth YoY (%) 92.53% +0.49 92.04%
Total Deposits ($M) $2,163 +74.08 $2,089
Shareholders Equity ($M) $393 +22.65 $370
Tang. Book Value ($M) $365 +23.06 $342
TBV excl. AOCI ($M)** $377 +24.01 $353
Loan / Deposit Ratio (%) 92.53% +0.49 92.04%
Credit Quality
NPA / Total Assets (%) 0.07% -0.05 0.12%
Allowance / Loans (%) 0.69% -0.01% 0.70%
Net Charge-Off Ratio (%) 0.09% -0.07 0.16%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($4.55M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▃▅▇█ Net Interest Margin (%) 3.64% 3.63% 3.65% 3.67% 3.72% 3.77% 3.83% 3.88%
▃▃▄▅▆▁▃█ Return on Assets (%) 0.86% 0.86% 0.87% 0.90% 0.92% 0.80% 0.87% 0.98%
▃▃▃▃▂█▆▁ Efficiency Ratio (%) 72.0% 72.3% 72.1% 72.3% 72.0% 77.0% 74.8% 70.3%
▃██▅▂▄▄▁ Cost of Funds (%) 1.22% 1.30% 1.31% 1.26% 1.21% 1.24% 1.25% 1.19%
██▇▇▆▁▁▁ NPA / Assets (%) 0.14% 0.13% 0.12% 0.12% 0.12% 0.07% 0.07% 0.07%
██▇▆▆▁▁▁ Net Charge-Off Ratio (%) 0.18% 0.17% 0.17% 0.16% 0.15% 0.10% 0.09% 0.09%
▁▂▃▄▅▆▇█ Tang. Book Value ($M) $322 $330 $336 $342 $348 $351 $358 $365
▁▂▁▂▂▂▄█ Gross Loans ($M) $1,925 $1,939 $1,916 $1,936 $1,929 $1,935 $1,964 $2,015
▁▂▃▃▃▆▇█ Total Deposits ($M) $2,059 $2,084 $2,093 $2,089 $2,094 $2,136 $2,143 $2,163
Portfolio Composition — Q1'26
Loan Mix%
Real Estate65%
C&I / Commercial3%
Consumer32%
Deposit Mix%
Nonint.-Bearing Demand12%
Interest-Bearing (core)84%
Brokered / Other4%
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