Oak Bank
Fitchburg, WI FDIC 35333 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.26% +0.19 1.07%
Return on Equity (%) 11.61% +0.82 10.79%
Net Interest Margin (%) 3.69% +0.33 3.36%
Efficiency Ratio (%) 57.24% -3.00 60.24%
Pre-Provision Profit ($M) $2 +0.29 $2
Cost of Funds (%) 1.69% -0.44 2.13%
Balance Sheet
Total Assets ($M) $462 -1.93 $464
Gross Loans ($M) $363 -14.20 $377
Loan Growth YoY (%) 89.66% -2.21 91.87%
Total Deposits ($M) $398 -6.17 $404
Shareholders Equity ($M) $51 +3.81 $47
Tang. Book Value ($M) $51 +3.81 $47
TBV excl. AOCI ($M)** $54 +3.86 $50
Loan / Deposit Ratio (%) 89.66% -2.21 91.87%
Credit Quality
NPA / Total Assets (%) 0.00% -0.33 0.33%
Allowance / Loans (%) 1.71% 0.13% 1.58%
Net Charge-Off Ratio (%) 0.00% -0.41 0.41%
Capital
Tier 1 Capital Ratio (%) 15.84% +1.22 14.63%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▅▆▇█ Net Interest Margin (%) 2.91% 2.94% 3.03% 3.36% 3.39% 3.45% 3.52% 3.69%
▁▂▁▃▅▆▄█ Return on Assets (%) 1.01% 1.04% 0.98% 1.07% 1.14% 1.17% 1.11% 1.26%
▅▄█▆▃▂▇▁ Efficiency Ratio (%) 60.0% 59.1% 61.9% 60.2% 58.9% 58.0% 61.0% 57.2%
███▆▅▄▅▁ Cost of Funds (%) 2.23% 2.28% 2.23% 2.13% 2.00% 1.93% 1.99% 1.69%
▁▁████▄▁ NPA / Assets (%) 0.00% 0.00% 0.33% 0.33% 0.33% 0.32% 0.14% 0.00%
▁▁████▄▁ Net Charge-Off Ratio (%) 0.00% 0.00% 0.40% 0.41% 0.40% 0.42% 0.18% 0.00%
▁▅▂▃▆▆██ Tang. Book Value ($M) $45 $48 $46 $47 $49 $49 $51 $51
██▇▅▇▄▂▁ Gross Loans ($M) $388 $390 $386 $377 $383 $374 $369 $363
▄█▄▃▅█▄▁ Total Deposits ($M) $407 $419 $408 $404 $410 $419 $407 $398
Portfolio Composition — Q1'26
Loan Mix%
Real Estate83%
C&I / Commercial16%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)60%
Brokered / Other18%
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