Texas National Bank
Sweetwater, TX FDIC 34014 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.35% +0.15 0.20%
Return on Equity (%) 4.88% +0.75 4.13%
Net Interest Margin (%) 2.94% +0.47 2.47%
Efficiency Ratio (%) 89.51% -8.73 98.24%
Pre-Provision Profit ($M) $0 +0.10 $0
Cost of Funds (%) 0.87% -0.36 1.23%
Balance Sheet
Total Assets ($M) $141 +0.85 $140
Gross Loans ($M) $37 +2.46 $35
Loan Growth YoY (%) 28.18% +2.20 25.97%
Total Deposits ($M) $131 -1.61 $132
Shareholders Equity ($M) $10 +2.48 $7
Tang. Book Value ($M) $9 +2.48 $7
TBV excl. AOCI ($M)** $13 +2.33 $11
Loan / Deposit Ratio (%) 28.18% +2.20 25.97%
Credit Quality
NPA / Total Assets (%) 0.00% 0.00 0.00%
Allowance / Loans (%) 1.61% -0.10% 1.71%
Net Charge-Off Ratio (%) 0.00% 0.00 0.00%
Capital
Tier 1 Capital Ratio (%) 28.44% +0.84 27.61%
Noninterest income ($0.22M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▄▅▆▇█ Net Interest Margin (%) 2.00% 2.02% 2.08% 2.47% 2.55% 2.63% 2.71% 2.94%
▁▁▁▃▄██▅ Return on Assets (%) 0.09% 0.06% 0.07% 0.20% 0.27% 0.53% 0.56% 0.35%
▇███▆▁▁▄ Efficiency Ratio (%) 96.2% 97.7% 97.1% 98.2% 93.3% 83.1% 82.6% 89.5%
█▆▅▃▁▁▁▁ Cost of Funds (%) 2.01% 1.62% 1.49% 1.23% 1.00% 0.95% 0.87% 0.87%
▄▄▄▄▄▄▄▄ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▄▄▄▄▄▄▄▄ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
▁▅▁▃▃██▇ Tang. Book Value ($M) $5 $8 $5 $7 $7 $9 $10 $9
█▆▆▁▃▃▃▅ Gross Loans ($M) $40 $38 $38 $35 $36 $36 $37 $37
▁▁▂█▆▅▄▇ Total Deposits ($M) $126 $125 $127 $132 $130 $129 $129 $131
Portfolio Composition — Q1'26
Loan Mix%
Real Estate63%
C&I / Commercial23%
Agricultural9%
Consumer5%
Deposit Mix%
Nonint.-Bearing Demand37%
Interest-Bearing (core)57%
Brokered / Other6%
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