Heritage Bank, Inc.
Burlington, KY FDIC 33119 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.00% +0.11 0.89%
Return on Equity (%) 15.11% -0.42 15.53%
Net Interest Margin (%) 3.46% +0.24 3.21%
Efficiency Ratio (%) 61.46% -4.30 65.76%
Pre-Provision Profit ($M) $8 +1.47 $6
Cost of Funds (%) 1.91% -0.16 2.07%
Balance Sheet
Total Assets ($M) $2,004 +182.99 $1,821
Gross Loans ($M) $1,273 +109.54 $1,163
Loan Growth YoY (%) 68.21% +0.01 68.20%
Total Deposits ($M) $1,844 +157.42 $1,687
Shareholders Equity ($M) $136 +27.64 $109
Tang. Book Value ($M) $135 +27.13 $107
TBV excl. AOCI ($M)** $156 +24.71 $131
Loan / Deposit Ratio (%) 68.21% +0.01 68.20%
Credit Quality
NPA / Total Assets (%) 0.17% +0.03 0.14%
Allowance / Loans (%) 1.15% 0.06% 1.09%
Net Charge-Off Ratio (%) 0.27% +0.05 0.21%
Capital
Tier 1 Capital Ratio (%) 11.50% +0.64 10.86%
Noninterest income ($3.78M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▆▇███ Net Interest Margin (%) 2.49% 2.60% 2.71% 3.21% 3.32% 3.38% 3.42% 3.46%
▁▁▄▃▅▆█▆ Return on Assets (%) 0.79% 0.80% 0.94% 0.89% 0.96% 1.00% 1.08% 1.00%
█▇▄▄▃▃▂▁ Efficiency Ratio (%) 72.6% 70.0% 65.9% 65.8% 64.7% 65.0% 63.7% 61.5%
██▅▃▃▂▁▁ Cost of Funds (%) 2.53% 2.46% 2.22% 2.07% 2.07% 2.04% 1.90% 1.91%
▁██▁▇▄▄▃ NPA / Assets (%) 0.13% 0.26% 0.26% 0.14% 0.24% 0.19% 0.19% 0.17%
▁▇█▁▆▄▄▃ Net Charge-Off Ratio (%) 0.20% 0.40% 0.43% 0.21% 0.36% 0.29% 0.31% 0.27%
▁▄▂▃▄▆██ Tang. Book Value ($M) $94 $110 $102 $107 $112 $123 $132 $135
▁▂▃▄▆███ Gross Loans ($M) $1,091 $1,125 $1,148 $1,163 $1,205 $1,262 $1,272 $1,273
▁▁▄▂▂▃█▆ Total Deposits ($M) $1,607 $1,611 $1,735 $1,687 $1,688 $1,720 $1,932 $1,844
Portfolio Composition — Q1'26
Loan Mix%
Real Estate82%
C&I / Commercial15%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)72%
Brokered / Other9%
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