Sunflower Bank, National Association
Dallas, TX FDIC 4767 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.11% -0.14 1.24%
Return on Equity (%) 8.38% -1.64 10.02%
Net Interest Margin (%) 4.26% +0.20 4.06%
Efficiency Ratio (%) 65.94% +3.34 62.60%
Pre-Provision Profit ($M) $37 +1.32 $36
Cost of Funds (%) 1.53% -0.16 1.70%
Balance Sheet
Total Assets ($M) $8,553 +348.47 $8,205
Gross Loans ($M) $7,084 +534.77 $6,550
Loan Growth YoY (%) 97.91% +5.39 92.51%
Total Deposits ($M) $7,151 +170.70 $6,980
Shareholders Equity ($M) $1,135 +109.25 $1,026
Tang. Book Value ($M) $948 +105.59 $843
TBV excl. AOCI ($M)** $973 +104.42 $868
Loan / Deposit Ratio (%) 97.91% +5.39 92.51%
Credit Quality
NPA / Total Assets (%) 0.83% -0.19 1.02%
Allowance / Loans (%) 1.17% -0.23% 1.40%
Net Charge-Off Ratio (%) 0.85% -0.36 1.21%
Capital
Tier 1 Capital Ratio (%) 13.42% +0.56 12.85%
Noninterest income ($27.17M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▁▃▅▇█ Net Interest Margin (%) 4.05% 4.09% 4.13% 4.06% 4.12% 4.17% 4.21% 4.26%
▁▂▁▇█▇█▂ Return on Assets (%) 1.06% 1.11% 1.06% 1.24% 1.30% 1.26% 1.29% 1.11%
▂▂▆▂▁▁▁█ Efficiency Ratio (%) 62.7% 62.8% 64.7% 62.6% 62.4% 62.1% 61.9% 65.9%
██▆▃▄▅▃▁ Cost of Funds (%) 2.02% 2.04% 1.87% 1.70% 1.77% 1.82% 1.67% 1.53%
▂▂▄█▁▇▂▁ NPA / Assets (%) 0.86% 0.87% 0.93% 1.02% 0.85% 1.00% 0.86% 0.83%
▄▄▆█▁▅▂▁ Net Charge-Off Ratio (%) 1.00% 1.02% 1.08% 1.21% 0.88% 1.05% 0.91% 0.85%
▁▂▂▄▅▇██ Tang. Book Value ($M) $767 $805 $812 $843 $871 $905 $926 $948
▁▂▁▂▃▅▅█ Gross Loans ($M) $6,404 $6,516 $6,438 $6,550 $6,598 $6,767 $6,774 $7,084
▁▁▁▅████ Total Deposits ($M) $6,730 $6,761 $6,782 $6,980 $7,205 $7,208 $7,174 $7,151
Portfolio Composition — Q1'26
Loan Mix%
Real Estate47%
C&I / Commercial38%
Other14%
Deposit Mix%
Nonint.-Bearing Demand23%
Interest-Bearing (core)67%
Brokered / Other10%
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