Lee Bank
Lee, MA FDIC 33645 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.90% +0.48 0.42%
Return on Equity (%) 10.72% +5.22 5.50%
Net Interest Margin (%) 3.53% +0.35 3.18%
Efficiency Ratio (%) 73.40% -10.60 84.00%
Pre-Provision Profit ($M) $2 +0.82 $1
Cost of Funds (%) 1.41% -0.05 1.46%
Balance Sheet
Total Assets ($M) $579 +18.47 $560
Gross Loans ($M) $439 +26.82 $412
Loan Growth YoY (%) 84.95% +0.65 84.30%
Total Deposits ($M) $512 +27.69 $484
Shareholders Equity ($M) $50 +6.47 $44
Tang. Book Value ($M) $49 +6.60 $42
TBV excl. AOCI ($M)** $54 +6.58 $47
Loan / Deposit Ratio (%) 84.95% +0.65 84.30%
Credit Quality
NPA / Total Assets (%) 0.36% -0.20 0.56%
Allowance / Loans (%) 0.95% -0.02% 0.97%
Net Charge-Off Ratio (%) 0.47% -0.29 0.76%
Capital
Tier 1 Capital Ratio (%) 0.00% -13.74 13.74%
Noninterest income ($1.20M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▄▅▅█ Net Interest Margin (%) 3.04% 3.06% 3.07% 3.18% 3.25% 3.32% 3.33% 3.53%
▁▂▁▁▃▄▅█ Return on Assets (%) 0.47% 0.50% 0.48% 0.42% 0.59% 0.65% 0.69% 0.90%
████▅▄▃▁ Efficiency Ratio (%) 84.5% 83.3% 83.5% 84.0% 79.6% 77.7% 76.6% 73.4%
▂▃█▄▅█▅▁ Cost of Funds (%) 1.42% 1.45% 1.53% 1.46% 1.47% 1.51% 1.47% 1.41%
▁▄▅█▄▃▂▂ NPA / Assets (%) 0.31% 0.44% 0.45% 0.56% 0.43% 0.38% 0.37% 0.36%
▁▄▅█▄▁▃▂ Net Charge-Off Ratio (%) 0.43% 0.60% 0.61% 0.76% 0.58% 0.44% 0.51% 0.47%
▁▃▂▄▅▆██ Tang. Book Value ($M) $38 $41 $41 $42 $44 $46 $48 $49
▁▂▄▄▅▆▇█ Gross Loans ($M) $391 $399 $412 $412 $417 $422 $431 $439
▁▁▅▅▃▄██ Total Deposits ($M) $452 $454 $483 $484 $473 $475 $510 $512
Portfolio Composition — Q1'26
Loan Mix%
Real Estate94%
C&I / Commercial6%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)67%
Brokered / Other13%
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