The First National Bank of Monterey
Monterey, IN FDIC 4364 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.09% +0.40 0.69%
Return on Equity (%) 9.68% +2.62 7.06%
Net Interest Margin (%) 2.99% +0.38 2.61%
Efficiency Ratio (%) 56.15% -12.84 68.99%
Pre-Provision Profit ($M) $1 +0.59 $1
Cost of Funds (%) 1.90% -0.29 2.20%
Balance Sheet
Total Assets ($M) $430 +18.74 $411
Gross Loans ($M) $237 +15.21 $222
Loan Growth YoY (%) 61.41% +2.40 59.01%
Total Deposits ($M) $378 +10.41 $368
Shareholders Equity ($M) $48 +7.09 $41
Tang. Book Value ($M) $48 +7.09 $41
TBV excl. AOCI ($M)** $56 +7.13 $48
Loan / Deposit Ratio (%) 61.41% +2.40 59.01%
Credit Quality
NPA / Total Assets (%) 0.30% +0.18 0.12%
Allowance / Loans (%) 1.99% -0.14% 2.13%
Net Charge-Off Ratio (%) 0.53% +0.31 0.23%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▄▅▆▇█ Net Interest Margin (%) 2.23% 2.25% 2.31% 2.61% 2.69% 2.73% 2.80% 2.99%
▁▁▁▃▅▅▆█ Return on Assets (%) 0.45% 0.49% 0.51% 0.69% 0.78% 0.80% 0.87% 1.09%
██▇▅▄▄▃▁ Efficiency Ratio (%) 78.4% 76.5% 75.6% 69.0% 65.3% 65.1% 62.6% 56.1%
▇█▇▅▅▄▃▁ Cost of Funds (%) 2.35% 2.49% 2.41% 2.20% 2.20% 2.18% 2.09% 1.90%
▂▁▆▂▂▆▆█ NPA / Assets (%) 0.11% 0.07% 0.24% 0.12% 0.12% 0.22% 0.22% 0.30%
▂▁▆▂▂▅▅█ Net Charge-Off Ratio (%) 0.20% 0.13% 0.43% 0.23% 0.22% 0.38% 0.34% 0.53%
▁▄▁▃▃▇██ Tang. Book Value ($M) $38 $42 $38 $41 $42 $46 $47 $48
▁▃▄▁▄▇█▆ Gross Loans ($M) $224 $229 $231 $222 $232 $240 $244 $237
▂▁▄▄▆▁▃█ Total Deposits ($M) $363 $361 $367 $368 $372 $361 $367 $378
Portfolio Composition — Q1'26
Loan Mix%
Real Estate75%
C&I / Commercial6%
Agricultural16%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand15%
Interest-Bearing (core)79%
Brokered / Other6%
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