Citizens Bank and Trust
Frostproof, FL FDIC 5673 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.46% +0.47 0.99%
Return on Equity (%) 37.71% -7.57 45.28%
Net Interest Margin (%) 3.22% +0.18 3.03%
Efficiency Ratio (%) 68.04% -1.64 69.68%
Pre-Provision Profit ($M) $5 +0.71 $4
Cost of Funds (%) 1.32% -0.07 1.39%
Balance Sheet
Total Assets ($M) $1,476 +79.74 $1,397
Gross Loans ($M) $853 +54.07 $798
Loan Growth YoY (%) 60.38% +1.19 59.19%
Total Deposits ($M) $1,396 +61.48 $1,335
Shareholders Equity ($M) $58 +21.91 $36
Tang. Book Value ($M) $58 +21.79 $36
TBV excl. AOCI ($M)** $83 +21.87 $61
Loan / Deposit Ratio (%) 60.38% +1.19 59.19%
Credit Quality
NPA / Total Assets (%) 0.22% -0.65 0.86%
Allowance / Loans (%) 1.11% 0.06% 1.05%
Net Charge-Off Ratio (%) 0.37% -1.14 1.51%
Capital
Tier 1 Capital Ratio (%) 12.50% +0.30 12.21%
Noninterest income ($2.90M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▆▇▇██ Net Interest Margin (%) 2.49% 2.49% 2.56% 3.03% 3.10% 3.11% 3.13% 3.22%
▁▁▁▄▄▅▅█ Return on Assets (%) 0.59% 0.59% 0.68% 0.99% 0.99% 1.06% 1.03% 1.46%
██▇▂▁▁▁▁ Efficiency Ratio (%) 79.7% 79.1% 76.6% 69.7% 68.4% 67.6% 67.0% 68.0%
▆█▆▂▄▅▃▁ Cost of Funds (%) 1.60% 1.69% 1.59% 1.39% 1.49% 1.51% 1.45% 1.32%
▇██▇▄▁▂▁ NPA / Assets (%) 0.92% 1.02% 0.93% 0.86% 0.52% 0.18% 0.29% 0.22%
▇█▇▇▃▁▁▁ Net Charge-Off Ratio (%) 1.64% 1.82% 1.61% 1.51% 0.87% 0.32% 0.49% 0.37%
▁▄▂▄▅▇██ Tang. Book Value ($M) $15 $36 $24 $36 $42 $50 $55 $58
▁▂▃▄▇▇██ Gross Loans ($M) $750 $764 $784 $798 $837 $838 $859 $853
▂▁▂▄▄▇▇█ Total Deposits ($M) $1,298 $1,277 $1,302 $1,335 $1,330 $1,377 $1,373 $1,396
Portfolio Composition — Q1'26
Loan Mix%
Real Estate74%
C&I / Commercial12%
Consumer12%
Other2%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)64%
Brokered / Other5%
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