Westamerica Bank
San Rafael, CA FDIC 3430 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.82% -0.23 2.06%
Return on Equity (%) 17.23% -3.19 20.42%
Net Interest Margin (%) 3.84% -0.21 4.05%
Efficiency Ratio (%) 42.41% +4.13 38.28%
Pre-Provision Profit ($M) $36 -4.98 $41
Cost of Funds (%) 0.23% -0.00 0.23%
Balance Sheet
Total Assets ($M) $5,827 -102.71 $5,930
Gross Loans ($M) $696 -74.83 $771
Loan Growth YoY (%) 14.31% -1.21 15.52%
Total Deposits ($M) $4,788 -89.91 $4,878
Shareholders Equity ($M) $615 +1.56 $613
Tang. Book Value ($M) $493 +1.63 $491
TBV excl. AOCI ($M)** $713 +17.68 $695
Loan / Deposit Ratio (%) 14.31% -1.21 15.52%
Credit Quality
NPA / Total Assets (%) 0.02% +0.02 0.00%
Allowance / Loans (%) 1.60% -0.20% 1.80%
Net Charge-Off Ratio (%) 0.21% +0.17 0.04%
Capital
Tier 1 Capital Ratio (%) 15.13% -0.53 15.66%
Noninterest income ($10.18M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
██▇▃▃▃▂▁ Net Interest Margin (%) 4.42% 4.39% 4.34% 4.05% 4.02% 3.99% 3.96% 3.84%
██▇▅▄▃▃▁ Return on Assets (%) 2.24% 2.21% 2.18% 2.06% 2.02% 1.97% 1.95% 1.82%
▁▁▂▄▄▅▆█ Efficiency Ratio (%) 35.8% 36.3% 36.7% 38.3% 39.0% 39.8% 40.2% 42.4%
▇█▁▁▁▂▁▁ Cost of Funds (%) 0.34% 0.37% 0.23% 0.23% 0.22% 0.25% 0.24% 0.23%
▂▂▁▁█▄▃▂ NPA / Assets (%) 0.02% 0.02% 0.01% 0.00% 0.09% 0.04% 0.03% 0.02%
▂▁▁▁█▅▃▃ Net Charge-Off Ratio (%) 0.19% 0.11% 0.09% 0.04% 0.66% 0.36% 0.25% 0.21%
▁█▃▅▆▇▇▅ Tang. Book Value ($M) $451 $521 $470 $491 $502 $509 $508 $493
███▅▄▃▂▁ Gross Loans ($M) $832 $834 $820 $771 $748 $742 $726 $696
█▇▆▃▁▁▂▁ Total Deposits ($M) $5,134 $5,069 $5,015 $4,878 $4,750 $4,796 $4,843 $4,788
Portfolio Composition — Q1'26
Loan Mix%
Real Estate70%
C&I / Commercial11%
Consumer15%
Other4%
Deposit Mix%
Nonint.-Bearing Demand45%
Interest-Bearing (core)55%
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