The Commercial National Bank of Brady
Brady, TX FDIC 3110 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.93% -0.13 3.06%
Return on Equity (%) 32.22% -6.66 38.88%
Net Interest Margin (%) 6.18% +0.13 6.05%
Efficiency Ratio (%) 53.27% +2.80 50.47%
Pre-Provision Profit ($M) $3 +0.18 $3
Cost of Funds (%) 1.90% +0.28 1.62%
Balance Sheet
Total Assets ($M) $397 +66.87 $330
Gross Loans ($M) $304 +39.00 $265
Loan Growth YoY (%) 88.60% +1.97 86.63%
Total Deposits ($M) $339 +36.77 $302
Shareholders Equity ($M) $37 +9.51 $27
Tang. Book Value ($M) $36 +9.55 $27
TBV excl. AOCI ($M)** $38 +9.39 $29
Loan / Deposit Ratio (%) 88.60% +1.97 86.63%
Credit Quality
NPA / Total Assets (%) 0.03% -2.14 2.17%
Allowance / Loans (%) 1.21% -0.01% 1.21%
Net Charge-Off Ratio (%) 0.02% -2.68 2.70%
Capital
Tier 1 Capital Ratio (%) 13.45% +0.91 12.55%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▃▄▅███▆ Net Interest Margin (%) 5.01% 5.58% 5.78% 6.05% 6.68% 6.84% 6.67% 6.18%
▁▃▅▆▇█▇▆ Return on Assets (%) 1.85% 2.48% 2.77% 3.06% 3.32% 3.53% 3.25% 2.93%
█▄▃▂▂▁▂▄ Efficiency Ratio (%) 61.8% 54.5% 51.5% 50.5% 49.7% 47.4% 50.0% 53.3%
▃▄▁▁▃▇█▄ Cost of Funds (%) 1.85% 1.89% 1.63% 1.62% 1.83% 2.12% 2.25% 1.90%
▁▁▁█▅▁▁▁ NPA / Assets (%) 0.18% 0.00% 0.00% 2.17% 1.10% 0.01% 0.01% 0.03%
▁▁▁█▅▁▁▁ Net Charge-Off Ratio (%) 0.24% 0.00% 0.00% 2.70% 1.39% 0.02% 0.00% 0.02%
▁▂▂▄▅▇▇█ Tang. Book Value ($M) $20 $24 $24 $27 $30 $33 $33 $36
▁▁▃▄▇███ Gross Loans ($M) $228 $236 $252 $265 $293 $305 $308 $304
▁▁▃▃▄▁▄█ Total Deposits ($M) $288 $281 $298 $302 $304 $281 $310 $339
Portfolio Composition — Q1'26
Loan Mix%
Real Estate62%
C&I / Commercial32%
Agricultural4%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)54%
Brokered / Other16%
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