The First National Bank of Fort Smith
Fort Smith, AR FDIC 3864 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.01% +0.10 1.92%
Return on Equity (%) 16.22% +1.27 14.95%
Net Interest Margin (%) 4.51% +0.28 4.23%
Efficiency Ratio (%) 47.93% -2.44 50.37%
Pre-Provision Profit ($M) $15 +1.70 $14
Cost of Funds (%) 1.33% -0.15 1.48%
Balance Sheet
Total Assets ($M) $2,297 +68.29 $2,229
Gross Loans ($M) $1,596 +56.68 $1,539
Loan Growth YoY (%) 78.96% -0.63 79.59%
Total Deposits ($M) $1,993 +82.86 $1,910
Shareholders Equity ($M) $285 -4.52 $289
Tang. Book Value ($M) $252 -4.18 $256
TBV excl. AOCI ($M)** $273 +0.13 $272
Loan / Deposit Ratio (%) 78.96% -0.63 79.59%
Credit Quality
NPA / Total Assets (%) 0.19% +0.01 0.18%
Allowance / Loans (%) 1.40% 0.16% 1.24%
Net Charge-Off Ratio (%) 0.27% +0.02 0.25%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($6.29M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▃▅▆▆█ Net Interest Margin (%) 4.07% 4.11% 4.15% 4.23% 4.31% 4.38% 4.39% 4.51%
▂▂▁▆▅▅▅█ Return on Assets (%) 1.73% 1.72% 1.67% 1.92% 1.88% 1.85% 1.86% 2.01%
▇██▅▂▂▄▁ Efficiency Ratio (%) 51.9% 52.4% 52.8% 50.4% 48.7% 49.0% 49.8% 47.9%
▆█▇▅▅▅█▁ Cost of Funds (%) 1.51% 1.59% 1.53% 1.48% 1.46% 1.47% 1.56% 1.33%
█▄▄▆▁▆▇█ NPA / Assets (%) 0.19% 0.17% 0.17% 0.18% 0.15% 0.18% 0.19% 0.19%
█▄▅▅▁▆▆▇ Net Charge-Off Ratio (%) 0.28% 0.24% 0.24% 0.25% 0.21% 0.25% 0.26% 0.27%
▁▃▄▆▆█▅▅ Tang. Book Value ($M) $228 $240 $243 $256 $255 $268 $249 $252
▁▂▂▄▇▆██ Gross Loans ($M) $1,502 $1,517 $1,519 $1,539 $1,580 $1,561 $1,594 $1,596
▁▁▂▄▇▅▇█ Total Deposits ($M) $1,854 $1,850 $1,885 $1,910 $1,968 $1,932 $1,969 $1,993
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial10%
Agricultural1%
Consumer1%
Other1%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)65%
Brokered / Other6%
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