VeraBank, National Association
Henderson, TX FDIC 3250 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.57% +0.15 1.42%
Return on Equity (%) 13.72% +0.02 13.70%
Net Interest Margin (%) 4.21% +0.23 3.98%
Efficiency Ratio (%) 57.99% -1.03 59.01%
Pre-Provision Profit ($M) $23 +2.92 $20
Cost of Funds (%) 1.14% -0.28 1.42%
Balance Sheet
Total Assets ($M) $4,531 +179.64 $4,351
Gross Loans ($M) $2,803 -59.84 $2,863
Loan Growth YoY (%) 69.64% -3.59 73.24%
Total Deposits ($M) $3,975 +115.09 $3,860
Shareholders Equity ($M) $520 +64.42 $455
Tang. Book Value ($M) $486 +64.15 $421
TBV excl. AOCI ($M)** $518 +61.77 $456
Loan / Deposit Ratio (%) 69.64% -3.59 73.24%
Credit Quality
NPA / Total Assets (%) 0.58% +0.34 0.23%
Allowance / Loans (%) 1.22% -0.02% 1.24%
Net Charge-Off Ratio (%) 0.87% +0.52 0.34%
Capital
Tier 1 Capital Ratio (%) 17.28% +2.15 15.13%
Noninterest income ($11.18M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▃▄▆▇▇█ Net Interest Margin (%) 3.74% 3.78% 3.89% 3.98% 4.07% 4.13% 4.15% 4.21%
▁▁▄▄█▄▇█ Return on Assets (%) 1.31% 1.30% 1.42% 1.42% 1.55% 1.43% 1.50% 1.57%
██▃▅▂▃▁▃ Efficiency Ratio (%) 60.5% 60.1% 58.1% 59.0% 57.5% 58.2% 57.1% 58.0%
▇██▅▄▃▂▁ Cost of Funds (%) 1.59% 1.66% 1.61% 1.42% 1.37% 1.33% 1.25% 1.14%
▁▁▂▁▅███ NPA / Assets (%) 0.20% 0.20% 0.29% 0.23% 0.43% 0.57% 0.55% 0.58%
▁▁▃▁▅███ Net Charge-Off Ratio (%) 0.29% 0.30% 0.44% 0.34% 0.60% 0.85% 0.84% 0.87%
▁▁▁▃▄▆▇█ Tang. Book Value ($M) $405 $395 $406 $421 $435 $452 $472 $486
▅▆▅█▇▁▁▄ Gross Loans ($M) $2,818 $2,836 $2,825 $2,863 $2,845 $2,771 $2,765 $2,803
▁▄▅▆▄▅▇█ Total Deposits ($M) $3,643 $3,778 $3,818 $3,860 $3,803 $3,817 $3,901 $3,975
Portfolio Composition — Q1'26
Loan Mix%
Real Estate84%
C&I / Commercial12%
Consumer3%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)65%
Brokered / Other5%
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