The Brady National Bank
Brady, TX FDIC 3109 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.26% +0.04 1.22%
Return on Equity (%) 15.40% -1.53 16.93%
Net Interest Margin (%) 3.13% +0.02 3.11%
Efficiency Ratio (%) 63.02% -1.64 64.66%
Pre-Provision Profit ($M) $1 +0.05 $0
Cost of Funds (%) 1.56% -0.21 1.77%
Balance Sheet
Total Assets ($M) $161 +14.19 $147
Gross Loans ($M) $81 -2.21 $83
Loan Growth YoY (%) 54.01% -6.33 60.34%
Total Deposits ($M) $147 +11.81 $135
Shareholders Equity ($M) $13 +2.27 $11
Tang. Book Value ($M) $13 +2.27 $11
TBV excl. AOCI ($M)** $16 +2.21 $14
Loan / Deposit Ratio (%) 54.01% -6.33 60.34%
Credit Quality
NPA / Total Assets (%) 0.04% +0.04 0.00%
Allowance / Loans (%) 1.57% 0.02% 1.55%
Net Charge-Off Ratio (%) 0.00% 0.00 0.00%
Capital
Tier 1 Capital Ratio (%) 18.42% +0.94 17.49%
Noninterest income ($0.20M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▁▆███▇ Net Interest Margin (%) 2.94% 2.98% 2.97% 3.11% 3.17% 3.19% 3.16% 3.13%
▁▁▁▇▇███ Return on Assets (%) 1.07% 1.07% 1.08% 1.22% 1.23% 1.24% 1.25% 1.26%
▇██▄▅▄▃▁ Efficiency Ratio (%) 66.7% 67.4% 67.2% 64.7% 65.5% 64.9% 64.6% 63.0%
▄▆▁█▃▁▂▁ Cost of Funds (%) 1.66% 1.71% 1.57% 1.77% 1.64% 1.58% 1.60% 1.56%
▁▁▁▁▁▁██ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.04% 0.04%
▄▄▄▄▄▄▄▄ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▁▄▂▄▄▇██ Tang. Book Value ($M) $10 $11 $11 $11 $11 $13 $13 $13
▁▅██▇▅▅▆ Gross Loans ($M) $74 $79 $82 $83 $81 $80 $80 $81
▁▂▇▃▂▅██ Total Deposits ($M) $127 $131 $146 $135 $132 $139 $150 $147
Portfolio Composition — Q1'26
Loan Mix%
Real Estate70%
C&I / Commercial25%
Agricultural1%
Consumer3%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)60%
Brokered / Other18%
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