Bank Midwest
Spirit Lake, IA FDIC 5170 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.00% +0.21 0.79%
Return on Equity (%) 10.23% +1.00 9.23%
Net Interest Margin (%) 3.92% +0.42 3.50%
Efficiency Ratio (%) 63.91% -6.66 70.57%
Pre-Provision Profit ($M) $6 +1.34 $4
Cost of Funds (%) 1.92% -0.39 2.31%
Balance Sheet
Total Assets ($M) $1,317 -31.39 $1,349
Gross Loans ($M) $1,045 -23.28 $1,068
Loan Growth YoY (%) 91.99% +0.79 91.20%
Total Deposits ($M) $1,122 -37.01 $1,159
Shareholders Equity ($M) $131 +12.85 $118
Tang. Book Value ($M) $125 +12.91 $112
TBV excl. AOCI ($M)** $134 +13.33 $121
Loan / Deposit Ratio (%) 91.99% +0.79 91.20%
Credit Quality
NPA / Total Assets (%) 0.34% -0.10 0.44%
Allowance / Loans (%) 1.22% 0.18% 1.04%
Net Charge-Off Ratio (%) 0.43% +0.02 0.42%
Capital
Tier 1 Capital Ratio (%) 11.85% +0.84 11.00%
Noninterest income ($3.37M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▄▅▆█ Net Interest Margin (%) 3.30% 3.32% 3.33% 3.50% 3.59% 3.63% 3.71% 3.92%
▃▁▁▅▄▅▆█ Return on Assets (%) 0.70% 0.60% 0.55% 0.79% 0.74% 0.82% 0.85% 1.00%
█▇█▇█▆▄▁ Efficiency Ratio (%) 71.0% 70.5% 71.5% 70.6% 71.9% 69.0% 67.3% 63.9%
██▇▆▆▆▃▁ Cost of Funds (%) 2.48% 2.54% 2.41% 2.31% 2.32% 2.31% 2.12% 1.92%
▃█▇▃▃▁▃▁ NPA / Assets (%) 0.45% 0.71% 0.66% 0.44% 0.46% 0.37% 0.45% 0.34%
▄█▇▁▄▂▄▁ Net Charge-Off Ratio (%) 0.57% 0.77% 0.71% 0.42% 0.59% 0.47% 0.59% 0.43%
▁▃▂▃▄▆▇█ Tang. Book Value ($M) $105 $110 $109 $112 $114 $119 $122 $125
█▅█▇▅▃▁▂ Gross Loans ($M) $1,075 $1,061 $1,078 $1,068 $1,061 $1,047 $1,035 $1,045
▃▇█▅▅▆▅▁ Total Deposits ($M) $1,139 $1,174 $1,186 $1,159 $1,160 $1,165 $1,159 $1,122
Portfolio Composition — Q1'26
Loan Mix%
Real Estate57%
C&I / Commercial27%
Agricultural11%
Consumer3%
Other2%
Deposit Mix%
Nonint.-Bearing Demand14%
Interest-Bearing (core)70%
Brokered / Other16%
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