United Bank & Trust Co.
Marshalltown, IA FDIC 57391 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.29% +0.35 0.95%
Return on Equity (%) 13.23% +2.05 11.18%
Net Interest Margin (%) 3.39% +0.44 2.94%
Efficiency Ratio (%) 59.50% -2.44 61.94%
Pre-Provision Profit ($M) $0 +0.07 $0
Cost of Funds (%) 1.03% -0.29 1.31%
Balance Sheet
Total Assets ($M) $120 -4.68 $124
Gross Loans ($M) $69 -5.69 $75
Loan Growth YoY (%) 64.39% -2.18 66.57%
Total Deposits ($M) $106 -4.93 $111
Shareholders Equity ($M) $12 +0.84 $11
Tang. Book Value ($M) $12 +0.84 $11
TBV excl. AOCI ($M)** $14 +0.93 $13
Loan / Deposit Ratio (%) 64.39% -2.18 66.57%
Credit Quality
NPA / Total Assets (%) 1.01% +0.11 0.90%
Allowance / Loans (%) 1.29% -0.04% 1.33%
Net Charge-Off Ratio (%) 1.75% +0.26 1.50%
Capital
Tier 1 Capital Ratio (%) 16.39% +1.55 14.84%
Noninterest income ($0.18M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▄▅▆█ Net Interest Margin (%) 2.85% 2.84% 2.85% 2.94% 3.09% 3.15% 3.20% 3.39%
▁▁▂▃▅▇▇█ Return on Assets (%) 0.74% 0.79% 0.88% 0.95% 1.08% 1.18% 1.22% 1.29%
██▇▃▂▁▁▁ Efficiency Ratio (%) 67.8% 68.2% 66.6% 61.9% 60.3% 58.8% 58.6% 59.5%
▇█▇▇▇▆▃▁ Cost of Funds (%) 1.33% 1.40% 1.34% 1.31% 1.32% 1.28% 1.16% 1.03%
█▆▂▃▃▃▁█ NPA / Assets (%) 1.02% 0.96% 0.88% 0.90% 0.89% 0.90% 0.83% 1.01%
▅▄▄▁▁▂▁█ Net Charge-Off Ratio (%) 1.64% 1.60% 1.61% 1.50% 1.48% 1.52% 1.48% 1.75%
▁▄▂▄▆▇██ Tang. Book Value ($M) $10 $11 $11 $11 $11 $12 $12 $12
██▄█▆▃▁▁ Gross Loans ($M) $75 $74 $71 $75 $73 $71 $69 $69
▂▂█▄▂▁▃▁ Total Deposits ($M) $108 $109 $119 $111 $107 $106 $109 $106
Portfolio Composition — Q1'26
Loan Mix%
Real Estate85%
C&I / Commercial6%
Agricultural6%
Consumer1%
Other2%
Deposit Mix%
Nonint.-Bearing Demand15%
Interest-Bearing (core)82%
Brokered / Other3%
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