Bank of Commerce
Duncan, OK FDIC 57491 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.10% -0.03 0.13%
Return on Equity (%) 1.00% -0.40 1.40%
Net Interest Margin (%) 3.57% +0.19 3.38%
Efficiency Ratio (%) 94.98% +0.65 94.33%
Pre-Provision Profit ($M) $0 -0.13 $0
Cost of Funds (%) 2.57% -0.40 2.97%
Balance Sheet
Total Assets ($M) $341 -20.66 $361
Gross Loans ($M) $228 -37.80 $266
Loan Growth YoY (%) 75.31% -10.17 85.48%
Total Deposits ($M) $300 -8.27 $308
Shareholders Equity ($M) $35 +1.58 $33
Tang. Book Value ($M) $32 +1.59 $31
TBV excl. AOCI ($M)** $34 +1.99 $32
Loan / Deposit Ratio (%) 75.31% -10.17 85.48%
Credit Quality
NPA / Total Assets (%) 1.47% -0.99 2.47%
Allowance / Loans (%) 1.22% 0.07% 1.14%
Net Charge-Off Ratio (%) 1.71% -1.23 2.94%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.77M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▂▁▂▁▁▂█▄ Net Interest Margin (%) 3.42% 3.34% 3.47% 3.38% 3.36% 3.46% 3.84% 3.57%
█▇▆▁▃▅▃▁ Return on Assets (%) 1.28% 1.13% 0.89% 0.13% 0.54% 0.74% 0.53% 0.10%
▁▂▄█▆▅▃█ Efficiency Ratio (%) 76.4% 80.0% 83.9% 94.3% 88.3% 85.9% 83.2% 95.0%
█▇▆▅█▇▄▁ Cost of Funds (%) 3.27% 3.12% 3.08% 2.97% 3.27% 3.12% 2.88% 2.57%
▁▁▇█▇▇▃▃ NPA / Assets (%) 1.20% 1.13% 2.17% 2.47% 2.20% 2.27% 1.51% 1.47%
▁▁▇█▇█▃▃ Net Charge-Off Ratio (%) 1.20% 1.16% 2.50% 2.94% 2.56% 2.76% 1.72% 1.71%
▁█▂▂▄▇▇▇ Tang. Book Value ($M) $30 $33 $31 $31 $32 $33 $32 $32
▇██▆▆▅▃▁ Gross Loans ($M) $274 $281 $278 $266 $265 $257 $244 $228
▃█▆▃▂▃▂▁ Total Deposits ($M) $309 $326 $318 $308 $306 $308 $306 $300
Portfolio Composition — Q1'26
Loan Mix%
Real Estate60%
C&I / Commercial21%
Agricultural14%
Consumer1%
Other3%
Deposit Mix%
Nonint.-Bearing Demand12%
Interest-Bearing (core)70%
Brokered / Other19%
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