Blue Foundry Bank
Rutherford, NJ FDIC 30052 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) -0.96% -0.54 -0.43%
Return on Equity (%) -7.52% -4.25 -3.27%
Net Interest Margin (%) 2.34% +0.17 2.18%
Efficiency Ratio (%) 132.33% +14.51 117.82%
Pre-Provision Profit ($M) $-4 -1.98 $-2
Cost of Funds (%) 2.30% -0.03 2.32%
Balance Sheet
Total Assets ($M) $2,134 +45.65 $2,088
Gross Loans ($M) $1,691 +65.30 $1,626
Loan Growth YoY (%) 108.54% -4.29 112.83%
Total Deposits ($M) $1,545 +115.41 $1,429
Shareholders Equity ($M) $280 +10.73 $270
Tang. Book Value ($M) $280 +10.92 $269
TBV excl. AOCI ($M)** $292 +6.39 $285
Loan / Deposit Ratio (%) 108.54% -4.29 112.83%
Credit Quality
NPA / Total Assets (%) 0.55% +0.28 0.27%
Allowance / Loans (%) 0.85% 0.04% 0.81%
Net Charge-Off Ratio (%) 0.44% +0.09 0.35%
Capital
Tier 1 Capital Ratio (%) 18.46% -0.12 18.58%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▅▇███ Net Interest Margin (%) 1.98% 1.94% 1.94% 2.18% 2.25% 2.29% 2.34% 2.34%
▇▆▇▇███▁ Return on Assets (%) -0.38% -0.47% -0.45% -0.43% -0.34% -0.29% -0.29% -0.96%
▆▇▇▄▂▁▁█ Efficiency Ratio (%) 125.2% 127.5% 126.3% 117.8% 112.0% 109.0% 107.9% 132.3%
▄█▇▃▁▁▂▂ Cost of Funds (%) 2.33% 2.46% 2.43% 2.32% 2.25% 2.25% 2.29% 2.30%
▂▁▁▁▂███ NPA / Assets (%) 0.30% 0.25% 0.25% 0.27% 0.30% 0.53% 0.53% 0.55%
▂▁▁▁▂██▃ Net Charge-Off Ratio (%) 0.40% 0.33% 0.32% 0.35% 0.38% 0.66% 0.67% 0.44%
▃▃▂▁▁▁▁█ Tang. Book Value ($M) $273 $272 $271 $269 $268 $270 $270 $280
▁▁▂▄▆█▇▇ Gross Loans ($M) $1,547 $1,551 $1,583 $1,626 $1,673 $1,715 $1,691 $1,691
▁▁▁▃▄▇██ Total Deposits ($M) $1,369 $1,371 $1,390 $1,429 $1,454 $1,522 $1,536 $1,545
Portfolio Composition — Q1'26
Loan Mix%
Real Estate92%
C&I / Commercial1%
Consumer7%
Deposit Mix%
Nonint.-Bearing Demand3%
Interest-Bearing (core)70%
Brokered / Other26%
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