The Monticello Banking Company
Monticello, KY FDIC 292 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.95% +0.06 0.90%
Return on Equity (%) 11.02% -0.61 11.63%
Net Interest Margin (%) 3.62% +0.37 3.25%
Efficiency Ratio (%) 69.71% +1.05 68.66%
Pre-Provision Profit ($M) $3 +0.07 $3
Cost of Funds (%) 1.72% -0.16 1.88%
Balance Sheet
Total Assets ($M) $1,094 -75.23 $1,169
Gross Loans ($M) $788 -61.22 $849
Loan Growth YoY (%) 82.04% -6.94 88.98%
Total Deposits ($M) $949 +5.65 $944
Shareholders Equity ($M) $98 +7.90 $90
Tang. Book Value ($M) $98 +7.99 $90
TBV excl. AOCI ($M)** $108 +7.16 $101
Loan / Deposit Ratio (%) 82.04% -6.94 88.98%
Credit Quality
NPA / Total Assets (%) 0.11% +0.01 0.09%
Allowance / Loans (%) 1.17% 0.05% 1.13%
Net Charge-Off Ratio (%) 0.15% +0.02 0.13%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.44M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▆▇▇█ Net Interest Margin (%) 2.68% 2.76% 2.85% 3.25% 3.34% 3.39% 3.45% 3.62%
▁▁▃▆▇▇█▇ Return on Assets (%) 0.57% 0.61% 0.72% 0.90% 0.98% 1.00% 1.08% 0.95%
██▇▃▁▁▁▄ Efficiency Ratio (%) 76.2% 75.5% 74.0% 68.7% 66.4% 66.4% 65.1% 69.7%
██▆▄▄▄▂▁ Cost of Funds (%) 2.13% 2.13% 2.01% 1.88% 1.90% 1.90% 1.82% 1.72%
▁▂▁▁▁█▆▂ NPA / Assets (%) 0.09% 0.11% 0.08% 0.09% 0.07% 0.29% 0.23% 0.11%
▁▂▁▁▁█▆▂ Net Charge-Off Ratio (%) 0.12% 0.15% 0.11% 0.13% 0.10% 0.40% 0.32% 0.15%
▁▄▃▄▄▄▇█ Tang. Book Value ($M) $84 $90 $89 $90 $90 $90 $95 $98
█▇▆█▇▇▄▁ Gross Loans ($M) $852 $841 $829 $849 $842 $842 $819 $788
▁▁▂▅█▅▄▆ Total Deposits ($M) $918 $916 $927 $944 $963 $943 $939 $949
Portfolio Composition — Q1'26
Loan Mix%
Real Estate90%
C&I / Commercial4%
Consumer2%
Other3%
Deposit Mix%
Nonint.-Bearing Demand6%
Interest-Bearing (core)77%
Brokered / Other16%
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