Clear Fork Bank, National Association
Albany, TX FDIC 3067 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.28% +0.61 1.67%
Return on Equity (%) 22.41% +5.49 16.92%
Net Interest Margin (%) 4.90% +0.42 4.47%
Efficiency Ratio (%) 53.65% -8.77 62.42%
Pre-Provision Profit ($M) $6 +1.84 $4
Cost of Funds (%) 2.12% -0.29 2.41%
Balance Sheet
Total Assets ($M) $1,016 +95.14 $921
Gross Loans ($M) $784 +93.07 $691
Loan Growth YoY (%) 85.64% +2.74 82.89%
Total Deposits ($M) $905 +82.29 $823
Shareholders Equity ($M) $102 +11.41 $91
Tang. Book Value ($M) $102 +11.41 $91
TBV excl. AOCI ($M)** $107 +11.49 $95
Loan / Deposit Ratio (%) 85.64% +2.74 82.89%
Credit Quality
NPA / Total Assets (%) 0.38% +0.24 0.14%
Allowance / Loans (%) 1.12% -0.15% 1.27%
Net Charge-Off Ratio (%) 0.49% +0.31 0.18%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂▁▄▇██ Net Interest Margin (%) 4.52% 4.56% 4.55% 4.47% 4.65% 4.79% 4.89% 4.90%
▁▂▂▁▁▄▅█ Return on Assets (%) 1.62% 1.78% 1.78% 1.67% 1.67% 1.87% 2.00% 2.28%
▅▄▅██▆▄▁ Efficiency Ratio (%) 59.0% 57.6% 58.3% 62.4% 62.5% 59.8% 58.0% 53.7%
▅██▅▆▃▁▁ Cost of Funds (%) 2.43% 2.63% 2.59% 2.41% 2.46% 2.31% 2.18% 2.12%
▂▂▁▁███▄ NPA / Assets (%) 0.20% 0.22% 0.12% 0.14% 0.63% 0.69% 0.70% 0.38%
▂▂▁▁▇██▄ Net Charge-Off Ratio (%) 0.26% 0.28% 0.16% 0.18% 0.79% 0.90% 0.87% 0.49%
▁▂▄▃▄▆██ Tang. Book Value ($M) $85 $88 $91 $91 $91 $96 $101 $102
▁▁▂▃▄▆██ Gross Loans ($M) $644 $659 $665 $691 $710 $744 $777 $784
▁▁▅▅▃▅▇█ Total Deposits ($M) $733 $749 $824 $823 $784 $834 $872 $905
Portfolio Composition — Q1'26
Loan Mix%
Real Estate72%
C&I / Commercial21%
Agricultural2%
Consumer3%
Other2%
Deposit Mix%
Nonint.-Bearing Demand23%
Interest-Bearing (core)52%
Brokered / Other25%
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