Southwestern National Bank
Houston, TX FDIC 34319 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.30% +0.13 1.17%
Return on Equity (%) 11.34% +0.81 10.53%
Net Interest Margin (%) 3.85% +0.30 3.55%
Efficiency Ratio (%) 55.06% -5.04 60.10%
Pre-Provision Profit ($M) $7 +1.86 $5
Cost of Funds (%) 2.67% -0.21 2.88%
Balance Sheet
Total Assets ($M) $1,387 +119.23 $1,268
Gross Loans ($M) $1,126 +64.05 $1,062
Loan Growth YoY (%) 91.67% -3.65 95.33%
Total Deposits ($M) $1,213 +112.47 $1,100
Shareholders Equity ($M) $165 +25.67 $139
Tang. Book Value ($M) $165 +25.67 $139
TBV excl. AOCI ($M)** $167 +25.79 $141
Loan / Deposit Ratio (%) 91.67% -3.65 95.33%
Credit Quality
NPA / Total Assets (%) 0.35% +0.33 0.02%
Allowance / Loans (%) 1.23% 0.03% 1.19%
Net Charge-Off Ratio (%) 0.43% +0.41 0.02%
Capital
Tier 1 Capital Ratio (%) 14.80% +1.62 13.17%
Noninterest income ($2.51M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▇▇██ Net Interest Margin (%) 3.06% 3.08% 3.20% 3.55% 3.66% 3.74% 3.76% 3.85%
▁▂▃▅▇███ Return on Assets (%) 0.97% 1.04% 1.08% 1.17% 1.26% 1.29% 1.33% 1.30%
█▇▇▅▄▅▄▁ Efficiency Ratio (%) 64.0% 62.3% 62.4% 60.1% 59.4% 60.2% 59.1% 55.1%
▇█▆▃▄▄▂▁ Cost of Funds (%) 3.28% 3.38% 3.15% 2.88% 2.98% 3.01% 2.79% 2.67%
▂▃▁▁▃▄██ NPA / Assets (%) 0.08% 0.11% 0.04% 0.02% 0.14% 0.17% 0.32% 0.35%
▂▃▁▁▃▄██ Net Charge-Off Ratio (%) 0.10% 0.14% 0.04% 0.02% 0.16% 0.20% 0.40% 0.43%
▁▂▂▂▃▅▆█ Tang. Book Value ($M) $131 $135 $137 $139 $143 $148 $153 $165
▁▁▃▅▇███ Gross Loans ($M) $990 $984 $1,027 $1,062 $1,102 $1,116 $1,129 $1,126
▁▂▁▃▅▄██ Total Deposits ($M) $1,066 $1,078 $1,047 $1,100 $1,136 $1,128 $1,215 $1,213
Portfolio Composition — Q1'26
Loan Mix%
Real Estate93%
C&I / Commercial7%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)58%
Brokered / Other26%
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