Mercantile Bank
MBWM Grand Rapids, MI FDIC 34598 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.51% +0.04 1.48%
Return on Equity (%) 13.13% +0.26 12.87%
Net Interest Margin (%) 3.51% -0.05 3.56%
Efficiency Ratio (%) 56.19% +4.99 51.20%
Pre-Provision Profit ($M) $28 -1.16 $29
Cost of Funds (%) 1.73% -0.25 1.98%
Balance Sheet
Total Assets ($M) $6,356 +282.78 $6,074
Gross Loans ($M) $4,640 -11.41 $4,652
Loan Growth YoY (%) 91.02% -6.76 97.77%
Total Deposits ($M) $5,039 +338.95 $4,700
Shareholders Equity ($M) $726 +29.14 $697
Tang. Book Value ($M) $680 +28.45 $652
TBV excl. AOCI ($M)** $727 +35.70 $691
Loan / Deposit Ratio (%) 91.02% -6.76 97.77%
Credit Quality
NPA / Total Assets (%) 0.11% +0.02 0.09%
Allowance / Loans (%) 1.17% -0.05% 1.22%
Net Charge-Off Ratio (%) 0.15% +0.03 0.12%
Capital
Tier 1 Capital Ratio (%) 12.78% -0.17 12.94%
Noninterest income ($11.01M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
█▇▆▂▂▃▃▁ Net Interest Margin (%) 3.87% 3.82% 3.77% 3.56% 3.58% 3.62% 3.62% 3.51%
█▇▅▁▄▆▆▂ Return on Assets (%) 1.69% 1.64% 1.59% 1.48% 1.57% 1.62% 1.61% 1.51%
▁▂▃▄▃▃▃█ Efficiency Ratio (%) 48.1% 49.2% 50.3% 51.2% 50.5% 50.4% 50.7% 56.2%
▇█▇▄▅▅▃▁ Cost of Funds (%) 2.16% 2.27% 2.16% 1.98% 2.01% 2.05% 1.89% 1.73%
██▁▁█▇▃▂ NPA / Assets (%) 0.16% 0.17% 0.10% 0.09% 0.16% 0.16% 0.11% 0.11%
██▁▁██▃▃ Net Charge-Off Ratio (%) 0.20% 0.22% 0.12% 0.12% 0.21% 0.21% 0.15% 0.15%
▁▄▄▅▇█▇▇ Tang. Book Value ($M) $609 $641 $641 $652 $670 $690 $680 $680
▁▄▅▆█▆▆▆ Gross Loans ($M) $4,460 $4,582 $4,617 $4,652 $4,726 $4,633 $4,635 $4,640
▁▃▆▅▆▇▇█ Total Deposits ($M) $4,164 $4,473 $4,716 $4,700 $4,730 $4,837 $4,896 $5,039
Portfolio Composition — Q1'26
Loan Mix%
Real Estate71%
C&I / Commercial23%
Other5%
Deposit Mix%
Nonint.-Bearing Demand24%
Interest-Bearing (core)66%
Brokered / Other10%
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