Union State Bank
Pell City, AL FDIC 5602 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.45% +0.36 0.10%
Return on Equity (%) 8.69% +5.72 2.97%
Net Interest Margin (%) 3.54% +0.81 2.72%
Efficiency Ratio (%) 88.92% -8.29 97.21%
Pre-Provision Profit ($M) $0 +0.19 $0
Cost of Funds (%) 0.92% -0.49 1.41%
Balance Sheet
Total Assets ($M) $205 -12.90 $218
Gross Loans ($M) $90 +12.00 $78
Loan Growth YoY (%) 47.20% +10.46 36.74%
Total Deposits ($M) $189 -20.45 $210
Shareholders Equity ($M) $11 +3.58 $8
Tang. Book Value ($M) $11 +3.58 $8
TBV excl. AOCI ($M)** $15 +3.40 $11
Loan / Deposit Ratio (%) 47.20% +10.46 36.74%
Credit Quality
NPA / Total Assets (%) 0.56% +0.34 0.22%
Allowance / Loans (%) 0.94% -0.49% 1.43%
Net Charge-Off Ratio (%) 1.04% +0.43 0.61%
Capital
Tier 1 Capital Ratio (%) 14.47% +0.63 13.84%
Noninterest income ($0.50M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▃▃▂▁▂▃▄█ Net Interest Margin (%) 2.94% 2.96% 2.92% 2.72% 2.86% 2.99% 3.09% 3.54%
▁▁▁▃▄▄█▆ Return on Assets (%) -0.09% -0.18% -0.08% 0.10% 0.21% 0.16% 0.73% 0.45%
██▇▆▅▅▁▃ Efficiency Ratio (%) 102.7% 105.2% 102.3% 97.2% 94.3% 95.6% 83.0% 88.9%
▇██▇▇▂▁▁ Cost of Funds (%) 1.36% 1.48% 1.47% 1.41% 1.35% 1.04% 0.98% 0.92%
▂▂▁▃▂▃▃█ NPA / Assets (%) 0.18% 0.18% 0.07% 0.22% 0.19% 0.20% 0.25% 0.56%
▃▃▁▄▁▁▂█ Net Charge-Off Ratio (%) 0.51% 0.48% 0.22% 0.61% 0.23% 0.25% 0.38% 1.04%
▁▃▁▃▃▅██ Tang. Book Value ($M) $6 $7 $7 $8 $8 $9 $11 $11
▂▂▁▂▄▅▆█ Gross Loans ($M) $79 $80 $76 $78 $82 $84 $85 $90
▆▄█▆▅▄▅▁ Total Deposits ($M) $210 $203 $218 $210 $207 $202 $205 $189
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial9%
Consumer2%
Other1%
Deposit Mix%
Nonint.-Bearing Demand23%
Interest-Bearing (core)72%
Brokered / Other5%
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