Bank of Ann Arbor
Ann Arbor, MI FDIC 34120 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.91% +0.22 1.69%
Return on Equity (%) 13.28% +0.81 12.47%
Net Interest Margin (%) 4.41% +0.21 4.21%
Efficiency Ratio (%) 44.49% -2.95 47.44%
Pre-Provision Profit ($M) $22 +2.91 $19
Cost of Funds (%) 1.35% -0.19 1.54%
Balance Sheet
Total Assets ($M) $3,329 +85.19 $3,244
Gross Loans ($M) $2,700 +138.50 $2,561
Loan Growth YoY (%) 97.40% +3.68 93.72%
Total Deposits ($M) $2,738 +37.22 $2,701
Shareholders Equity ($M) $481 +43.72 $437
Tang. Book Value ($M) $409 +44.03 $365
TBV excl. AOCI ($M)** $422 +43.35 $379
Loan / Deposit Ratio (%) 97.40% +3.68 93.72%
Credit Quality
NPA / Total Assets (%) 0.32% +0.10 0.22%
Allowance / Loans (%) 1.22% 0.05% 1.18%
Net Charge-Off Ratio (%) 0.35% +0.17 0.18%
Capital
Tier 1 Capital Ratio (%) 13.54% +1.00 12.54%
Noninterest income ($5.44M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▃▄▅▆▇█ Net Interest Margin (%) 4.02% 4.10% 4.14% 4.21% 4.23% 4.31% 4.34% 4.41%
▁▃▁▃▄▆▄█ Return on Assets (%) 1.61% 1.69% 1.58% 1.69% 1.73% 1.79% 1.72% 1.91%
▇▆█▃▃▂▇▁ Efficiency Ratio (%) 50.7% 49.8% 52.7% 47.4% 46.8% 46.4% 50.9% 44.5%
▇█▆▅▆▆▂▁ Cost of Funds (%) 1.63% 1.70% 1.57% 1.54% 1.58% 1.61% 1.41% 1.35%
▁▂▄▃▂▅▅█ NPA / Assets (%) 0.16% 0.18% 0.24% 0.22% 0.19% 0.25% 0.24% 0.32%
▄▁▄▄▃▆▆█ Net Charge-Off Ratio (%) 0.19% 0.07% 0.20% 0.18% 0.16% 0.25% 0.26% 0.35%
▁▂▃▃▅▆██ Tang. Book Value ($M) $339 $350 $360 $365 $381 $391 $404 $409
▂▁▁▂▇▆██ Gross Loans ($M) $2,551 $2,517 $2,531 $2,561 $2,698 $2,662 $2,724 $2,700
▁▅▄▇▆███ Total Deposits ($M) $2,459 $2,635 $2,599 $2,701 $2,660 $2,773 $2,741 $2,738
Portfolio Composition — Q1'26
Loan Mix%
Real Estate64%
C&I / Commercial25%
Consumer1%
Other11%
Deposit Mix%
Nonint.-Bearing Demand32%
Interest-Bearing (core)63%
Brokered / Other6%
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