The First National Bank in Sioux Falls
Sioux Falls, SD FDIC 4016 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.08% +0.29 0.79%
Return on Equity (%) 11.77% +2.85 8.92%
Net Interest Margin (%) 3.52% +0.39 3.14%
Efficiency Ratio (%) 64.42% -6.00 70.42%
Pre-Provision Profit ($M) $8 +2.51 $6
Cost of Funds (%) 1.69% -0.21 1.90%
Balance Sheet
Total Assets ($M) $2,105 +139.87 $1,965
Gross Loans ($M) $1,556 +113.98 $1,442
Loan Growth YoY (%) 87.13% -2.03 89.17%
Total Deposits ($M) $1,759 +165.91 $1,593
Shareholders Equity ($M) $192 +15.62 $176
Tang. Book Value ($M) $192 +15.62 $176
TBV excl. AOCI ($M)** $211 +15.36 $195
Loan / Deposit Ratio (%) 87.13% -2.03 89.17%
Credit Quality
NPA / Total Assets (%) 0.31% +0.14 0.17%
Allowance / Loans (%) 1.48% 0.01% 1.47%
Net Charge-Off Ratio (%) 0.42% +0.19 0.23%
Capital
Tier 1 Capital Ratio (%) 13.99% +0.29 13.71%
Noninterest income ($5.54M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▅▅▆▇█ Net Interest Margin (%) 2.65% 2.67% 2.75% 3.14% 3.19% 3.25% 3.31% 3.52%
▁▁▁▃▄▆▇█ Return on Assets (%) 0.66% 0.65% 0.66% 0.79% 0.87% 0.95% 1.03% 1.08%
██▇▄▃▂▁▁ Efficiency Ratio (%) 78.4% 77.4% 75.2% 70.4% 68.8% 67.2% 64.6% 64.4%
█▆▄▃▄▃▂▁ Cost of Funds (%) 2.48% 2.24% 2.05% 1.90% 2.05% 1.90% 1.88% 1.69%
▁▁▃▂▄█▅▅ NPA / Assets (%) 0.11% 0.07% 0.20% 0.17% 0.28% 0.53% 0.33% 0.31%
▁▁▃▂▄█▅▅ Net Charge-Off Ratio (%) 0.15% 0.11% 0.27% 0.23% 0.38% 0.71% 0.44% 0.42%
▁▄▂▃▄▇██ Tang. Book Value ($M) $167 $178 $170 $176 $180 $187 $193 $192
▁▁▃▄▄▅██ Gross Loans ($M) $1,359 $1,353 $1,417 $1,442 $1,449 $1,473 $1,533 $1,556
▁▁▄▃▃▂▆█ Total Deposits ($M) $1,536 $1,546 $1,638 $1,593 $1,601 $1,579 $1,703 $1,759
Portfolio Composition — Q1'26
Loan Mix%
Real Estate57%
C&I / Commercial17%
Agricultural24%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand23%
Interest-Bearing (core)66%
Brokered / Other12%
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