Phoenixville Federal Bank and Trust Mutual
Phoenixville, PA FDIC 29995 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.71% +0.18 0.53%
Return on Equity (%) 6.12% +1.07 5.05%
Net Interest Margin (%) 3.16% +0.26 2.90%
Efficiency Ratio (%) 73.37% -5.54 78.91%
Pre-Provision Profit ($M) $2 +0.41 $1
Cost of Funds (%) 1.34% -0.24 1.58%
Balance Sheet
Total Assets ($M) $654 +2.53 $652
Gross Loans ($M) $493 -15.61 $509
Loan Growth YoY (%) 87.23% -5.42 92.66%
Total Deposits ($M) $559 +16.22 $543
Shareholders Equity ($M) $76 +5.65 $70
Tang. Book Value ($M) $76 +5.65 $70
TBV excl. AOCI ($M)** $79 +5.23 $74
Loan / Deposit Ratio (%) 87.23% -5.42 92.66%
Credit Quality
NPA / Total Assets (%) 0.94% +0.32 0.62%
Allowance / Loans (%) 1.13% -0.03% 1.16%
Net Charge-Off Ratio (%) 1.25% +0.45 0.80%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.02M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▄▆▆█ Net Interest Margin (%) 2.82% 2.84% 2.85% 2.90% 2.99% 3.04% 3.07% 3.16%
▁▁▂▄▅███ Return on Assets (%) 0.43% 0.46% 0.49% 0.53% 0.58% 0.69% 0.69% 0.71%
▇▆▆█▆▃▃▁ Efficiency Ratio (%) 77.6% 77.2% 76.9% 78.9% 77.4% 75.3% 75.1% 73.4%
▇██▆▃▃▂▁ Cost of Funds (%) 1.62% 1.70% 1.69% 1.58% 1.47% 1.47% 1.41% 1.34%
▂▁▁▂▁▁█▆ NPA / Assets (%) 0.63% 0.55% 0.60% 0.62% 0.60% 0.61% 1.09% 0.94%
▂▁▁▂▁▁█▇ Net Charge-Off Ratio (%) 0.80% 0.69% 0.77% 0.80% 0.75% 0.77% 1.40% 1.25%
▁▃▂▄▄▆██ Tang. Book Value ($M) $66 $69 $68 $70 $71 $73 $75 $76
██▆▅▆▄▃▁ Gross Loans ($M) $519 $516 $513 $509 $511 $505 $500 $493
▂▁▂▄▃▃▄█ Total Deposits ($M) $536 $532 $536 $543 $541 $539 $545 $559
Portfolio Composition — Q1'26
Loan Mix%
Real Estate94%
C&I / Commercial2%
Other4%
Deposit Mix%
Nonint.-Bearing Demand14%
Interest-Bearing (core)80%
Brokered / Other6%
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