Commerce Bank & Trust
Winter Park, FL FDIC 57429 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.86% +0.03 0.83%
Return on Equity (%) 11.43% -1.17 12.60%
Net Interest Margin (%) 3.34% -0.15 3.49%
Efficiency Ratio (%) 73.02% -1.42 74.45%
Pre-Provision Profit ($M) $0 +0.03 $0
Cost of Funds (%) 1.70% +0.02 1.67%
Balance Sheet
Total Assets ($M) $179 +9.06 $170
Gross Loans ($M) $131 +4.39 $126
Loan Growth YoY (%) 84.06% +1.99 82.07%
Total Deposits ($M) $153 +1.32 $152
Shareholders Equity ($M) $14 +1.89 $12
Tang. Book Value ($M) $14 +1.89 $12
TBV excl. AOCI ($M)** $15 +1.78 $13
Loan / Deposit Ratio (%) 84.06% +1.99 82.07%
Credit Quality
NPA / Total Assets (%) 1.60% +1.60 0.00%
Allowance / Loans (%) 1.58% 0.15% 1.42%
Net Charge-Off Ratio (%) 2.19% +2.19 0.00%
Capital
Tier 1 Capital Ratio (%) 13.58% +0.82 12.76%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▇█▇▆▅ Net Interest Margin (%) 2.98% 3.01% 3.08% 3.49% 3.58% 3.47% 3.40% 3.34%
▁▃▃██▆▃█ Return on Assets (%) 0.57% 0.64% 0.65% 0.83% 0.84% 0.76% 0.65% 0.86%
█▆▇▂▂▄▄▁ Efficiency Ratio (%) 80.8% 78.6% 78.9% 74.4% 74.7% 76.4% 76.1% 73.0%
██▅▁▁▄▁▁ Cost of Funds (%) 2.21% 2.16% 1.98% 1.67% 1.69% 1.86% 1.64% 1.70%
▁▁▁▁▇███ NPA / Assets (%) 0.00% 0.00% 0.00% 0.00% 1.39% 1.43% 1.52% 1.60%
▁▁▁▁▇▇██ Net Charge-Off Ratio (%) 0.00% 0.00% 0.00% 0.00% 1.84% 1.99% 2.31% 2.19%
▁▃▂▅▅▇██ Tang. Book Value ($M) $10 $11 $11 $12 $12 $13 $14 $14
▁▅▁▃▄▃▁█ Gross Loans ($M) $124 $128 $124 $126 $127 $126 $124 $131
▅▆▅▄▁▃█▄ Total Deposits ($M) $155 $156 $154 $152 $143 $149 $164 $153
Portfolio Composition — Q1'26
Loan Mix%
Real Estate89%
C&I / Commercial7%
Consumer4%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)55%
Brokered / Other16%
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