Northstar Bank
Bad Axe, MI FDIC 57097 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.28% -0.09 1.38%
Return on Equity (%) 15.04% -0.86 15.90%
Net Interest Margin (%) 3.91% -0.11 4.02%
Efficiency Ratio (%) 61.21% +0.29 60.92%
Pre-Provision Profit ($M) $5 +0.36 $5
Cost of Funds (%) 1.76% +0.18 1.58%
Balance Sheet
Total Assets ($M) $1,135 +108.60 $1,026
Gross Loans ($M) $974 +104.38 $870
Loan Growth YoY (%) 98.12% +3.36 94.76%
Total Deposits ($M) $980 +73.32 $907
Shareholders Equity ($M) $99 +8.11 $91
Tang. Book Value ($M) $96 +8.11 $88
TBV excl. AOCI ($M)** $100 +8.43 $92
Loan / Deposit Ratio (%) 98.12% +3.36 94.76%
Credit Quality
NPA / Total Assets (%) 1.11% -0.37 1.48%
Allowance / Loans (%) 1.33% 0.07% 1.26%
Net Charge-Off Ratio (%) 0.65% -0.66 1.31%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($2.33M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▅▇██▂ Net Interest Margin (%) 3.83% 3.89% 3.97% 4.02% 4.10% 4.14% 4.11% 3.91%
▁▃▆█▁▄▇▆ Return on Assets (%) 1.11% 1.19% 1.28% 1.38% 1.13% 1.23% 1.31% 1.28%
█▇▅█▃▁▁█ Efficiency Ratio (%) 61.2% 60.5% 59.7% 60.9% 59.0% 58.2% 57.9% 61.2%
█▅▁▁▃▄▇▇ Cost of Funds (%) 1.79% 1.70% 1.60% 1.58% 1.65% 1.68% 1.75% 1.76%
▁▅▆█▆▇▆▁ NPA / Assets (%) 1.16% 1.33% 1.35% 1.48% 1.35% 1.40% 1.36% 1.11%
▄▇▇█▆▇▄▁ Net Charge-Off Ratio (%) 0.93% 1.15% 1.16% 1.31% 1.06% 1.15% 0.95% 0.65%
▁▄▁▄▄▇▆█ Tang. Book Value ($M) $82 $88 $83 $88 $89 $94 $91 $96
▁▃▃▄▅███ Gross Loans ($M) $804 $852 $865 $870 $890 $956 $965 $974
▂▅▄▄▁▆▆█ Total Deposits ($M) $878 $921 $907 $907 $861 $937 $944 $980
Portfolio Composition — Q1'26
Loan Mix%
Real Estate77%
C&I / Commercial16%
Agricultural3%
Consumer1%
Other3%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)66%
Brokered / Other14%
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