The Lamesa National Bank
Lamesa, TX FDIC 3292 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.15% +0.19 1.96%
Return on Equity (%) 18.90% +0.08 18.82%
Net Interest Margin (%) 3.16% +0.18 2.98%
Efficiency Ratio (%) 30.87% -1.74 32.61%
Pre-Provision Profit ($M) $2 +0.32 $2
Cost of Funds (%) 1.10% -0.19 1.29%
Balance Sheet
Total Assets ($M) $441 +26.40 $415
Gross Loans ($M) $58 -16.49 $75
Loan Growth YoY (%) 14.48% -5.27 19.75%
Total Deposits ($M) $390 +20.50 $369
Shareholders Equity ($M) $51 +5.90 $45
Tang. Book Value ($M) $51 +5.90 $45
TBV excl. AOCI ($M)** $66 +8.18 $58
Loan / Deposit Ratio (%) 14.48% -5.27 19.75%
Credit Quality
NPA / Total Assets (%) 0.26% -0.03 0.29%
Allowance / Loans (%) 2.95% 0.68% 2.27%
Net Charge-Off Ratio (%) 1.98% +0.39 1.60%
Capital
Tier 1 Capital Ratio (%) 41.37% +16.94 24.43%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▇████ Net Interest Margin (%) 2.01% 2.06% 2.25% 2.98% 3.03% 3.09% 3.14% 3.16%
▁▁▂▇▇▇▇█ Return on Assets (%) 1.15% 1.19% 1.29% 1.96% 2.02% 1.98% 1.99% 2.15%
███▂▁▃▃▁ Efficiency Ratio (%) 42.0% 42.5% 42.6% 32.6% 32.3% 33.9% 35.0% 30.9%
███▆▅▃▃▁ Cost of Funds (%) 1.36% 1.38% 1.36% 1.29% 1.25% 1.21% 1.18% 1.10%
█▆▆█▃▁▁▄ NPA / Assets (%) 0.29% 0.27% 0.28% 0.29% 0.26% 0.25% 0.24% 0.26%
▂▁▁▅▃▂▂█ Net Charge-Off Ratio (%) 1.37% 1.20% 1.27% 1.60% 1.45% 1.37% 1.34% 1.98%
▁▄▃▅▆▇██ Tang. Book Value ($M) $38 $43 $41 $45 $46 $49 $49 $51
▆██▅▅▅▆▁ Gross Loans ($M) $80 $90 $89 $75 $75 $78 $79 $58
▁▂▅▅▅▆██ Total Deposits ($M) $346 $352 $369 $369 $371 $378 $386 $390
Portfolio Composition — Q1'26
Loan Mix%
Real Estate22%
C&I / Commercial15%
Agricultural62%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand44%
Interest-Bearing (core)43%
Brokered / Other14%
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