American Heritage Bank
Sapulpa, OK FDIC 4190 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.92% +0.12 0.80%
Return on Equity (%) 10.26% +0.61 9.65%
Net Interest Margin (%) 2.69% +0.18 2.51%
Efficiency Ratio (%) 68.40% -2.46 70.86%
Pre-Provision Profit ($M) $4 +0.41 $3
Cost of Funds (%) 1.46% -0.12 1.58%
Balance Sheet
Total Assets ($M) $1,495 -35.39 $1,530
Gross Loans ($M) $503 +0.30 $502
Loan Growth YoY (%) 42.45% +1.31 41.14%
Total Deposits ($M) $1,167 -36.92 $1,204
Shareholders Equity ($M) $134 +7.36 $126
Tang. Book Value ($M) $121 +7.48 $114
TBV excl. AOCI ($M)** $160 +8.03 $152
Loan / Deposit Ratio (%) 42.45% +1.31 41.14%
Credit Quality
NPA / Total Assets (%) 0.03% 0.00 0.03%
Allowance / Loans (%) 1.47% 0.04% 1.42%
Net Charge-Off Ratio (%) 0.09% -0.00 0.10%
Capital
Tier 1 Capital Ratio (%) 23.52% -0.36 23.87%
Noninterest income ($2.25M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▇███ Net Interest Margin (%) 2.33% 2.36% 2.39% 2.51% 2.62% 2.68% 2.70% 2.69%
▁▂▁▂▆██▇ Return on Assets (%) 0.76% 0.79% 0.78% 0.80% 0.90% 0.94% 0.96% 0.92%
▄▄▆█▃▁▁▂ Efficiency Ratio (%) 69.1% 69.3% 70.1% 70.9% 69.0% 68.3% 68.0% 68.4%
██▆▅▄▄▂▁ Cost of Funds (%) 1.66% 1.69% 1.61% 1.58% 1.56% 1.56% 1.50% 1.46%
▁▁▂▄█▇▆▄ NPA / Assets (%) 0.01% 0.02% 0.02% 0.03% 0.05% 0.05% 0.04% 0.03%
▁▁▂▄█▇▆▄ Net Charge-Off Ratio (%) 0.04% 0.04% 0.06% 0.10% 0.16% 0.13% 0.12% 0.09%
▁▅▃▃▂█▇█ Tang. Book Value ($M) $109 $116 $113 $114 $111 $121 $118 $121
▁▃▄▅██▆▅ Gross Loans ($M) $488 $495 $500 $502 $512 $510 $506 $503
█▆██▅▁▂▃ Total Deposits ($M) $1,204 $1,190 $1,211 $1,204 $1,185 $1,151 $1,164 $1,167
Portfolio Composition — Q1'26
Loan Mix%
Real Estate80%
C&I / Commercial10%
Consumer4%
Other6%
Deposit Mix%
Nonint.-Bearing Demand26%
Interest-Bearing (core)62%
Brokered / Other12%
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