AMG National Trust Bank
Boulder, CO FDIC 57295 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.36% +0.28 2.08%
Return on Equity (%) 15.39% +0.42 14.97%
Net Interest Margin (%) 2.50% -0.00 2.50%
Efficiency Ratio (%) 63.74% -4.30 68.03%
Pre-Provision Profit ($M) $6 +1.13 $5
Cost of Funds (%) 2.15% -0.47 2.63%
Balance Sheet
Total Assets ($M) $792 +60.19 $732
Gross Loans ($M) $288 +20.74 $267
Loan Growth YoY (%) 42.80% +0.33 42.47%
Total Deposits ($M) $667 +44.15 $623
Shareholders Equity ($M) $119 +15.99 $103
Tang. Book Value ($M) $108 +16.58 $91
TBV excl. AOCI ($M)** $121 +17.03 $104
Loan / Deposit Ratio (%) 42.80% +0.33 42.47%
Credit Quality
NPA / Total Assets (%) 0.01% -0.00 0.02%
Allowance / Loans (%) 0.95% -0.16% 1.12%
Net Charge-Off Ratio (%) 0.03% -0.01 0.04%
Capital
Tier 1 Capital Ratio (%) 21.69% +3.84 17.85%
Noninterest income ($12.38M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂█▇▆▆█ Net Interest Margin (%) 2.36% 2.39% 2.39% 2.50% 2.47% 2.45% 2.46% 2.50%
▁▄▆▁▄▅▃█ Return on Assets (%) 2.06% 2.19% 2.28% 2.08% 2.20% 2.21% 2.14% 2.36%
▃▂▁█▅▃▅▁ Efficiency Ratio (%) 64.7% 64.5% 63.5% 68.0% 66.0% 65.2% 65.8% 63.7%
██▄▄▅▇▃▁ Cost of Funds (%) 3.13% 3.14% 2.53% 2.63% 2.67% 2.95% 2.48% 2.15%
▁▃▅▃▄▃█▁ NPA / Assets (%) 0.01% 0.01% 0.02% 0.02% 0.02% 0.02% 0.02% 0.01%
▁▃▅▄▄▄█▂ Net Charge-Off Ratio (%) 0.03% 0.04% 0.05% 0.04% 0.04% 0.04% 0.06% 0.03%
▁▃▁▂▄▆▇█ Tang. Book Value ($M) $89 $94 $87 $91 $96 $101 $104 $108
▁▁▄▃▅▄▇█ Gross Loans ($M) $259 $261 $273 $267 $277 $273 $284 $288
▂▁▅▆▇▅▆█ Total Deposits ($M) $551 $531 $616 $623 $635 $613 $617 $667
Portfolio Composition — Q1'26
Loan Mix%
Real Estate80%
C&I / Commercial2%
Consumer14%
Other5%
Deposit Mix%
Nonint.-Bearing Demand1%
Interest-Bearing (core)99%
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