First National Bank North
Walker, MN FDIC 5269 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.51% +0.18 2.32%
Return on Equity (%) 21.43% +0.95 20.48%
Net Interest Margin (%) 4.44% +0.12 4.32%
Efficiency Ratio (%) 48.82% -2.40 51.22%
Pre-Provision Profit ($M) $5 +0.80 $5
Cost of Funds (%) 1.74% -0.01 1.75%
Balance Sheet
Total Assets ($M) $840 +63.75 $776
Gross Loans ($M) $623 +49.53 $574
Loan Growth YoY (%) 83.48% +0.57 82.91%
Total Deposits ($M) $735 +54.08 $681
Shareholders Equity ($M) $101 +9.53 $91
Tang. Book Value ($M) $99 +9.55 $89
TBV excl. AOCI ($M)** $102 +8.23 $93
Loan / Deposit Ratio (%) 83.48% +0.57 82.91%
Credit Quality
NPA / Total Assets (%) 0.15% +0.10 0.06%
Allowance / Loans (%) 1.57% -0.05% 1.62%
Net Charge-Off Ratio (%) 0.20% +0.12 0.08%
Capital
Tier 1 Capital Ratio (%) 18.50% +0.10 18.40%
Noninterest income ($1.66M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▃▆██▆ Net Interest Margin (%) 4.20% 4.26% 4.38% 4.32% 4.46% 4.53% 4.57% 4.44%
▁▃▄▄▆███ Return on Assets (%) 2.21% 2.29% 2.33% 2.32% 2.42% 2.49% 2.50% 2.51%
█▆▇▇▅▃▂▁ Efficiency Ratio (%) 51.6% 50.6% 50.9% 51.2% 50.5% 49.6% 49.4% 48.8%
▄▁█▇▄▃▄▆ Cost of Funds (%) 1.71% 1.65% 1.77% 1.75% 1.70% 1.69% 1.71% 1.74%
▄▃▃▁▃▂▃█ NPA / Assets (%) 0.09% 0.08% 0.08% 0.06% 0.09% 0.07% 0.08% 0.15%
▁▁▁▁▄▃▃█ Net Charge-Off Ratio (%) 0.08% 0.07% 0.07% 0.08% 0.12% 0.10% 0.11% 0.20%
▁▃▂▄▆▇▆█ Tang. Book Value ($M) $80 $85 $84 $89 $92 $96 $94 $99
▁▁▁▃▄▆██ Gross Loans ($M) $554 $553 $557 $574 $585 $600 $616 $623
▁▄▄▃▅▇██ Total Deposits ($M) $651 $693 $698 $681 $701 $724 $746 $735
Portfolio Composition — Q1'26
Loan Mix%
Real Estate82%
C&I / Commercial8%
Consumer9%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)71%
Brokered / Other12%
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