Heritage Bank & Trust
Columbia, TN FDIC 58220 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.55% +0.92 0.63%
Return on Equity (%) 19.84% +11.01 8.83%
Net Interest Margin (%) 4.14% +0.44 3.69%
Efficiency Ratio (%) 60.99% -14.30 75.29%
Pre-Provision Profit ($M) $2 +1.19 $1
Cost of Funds (%) 2.06% +0.13 1.93%
Balance Sheet
Total Assets ($M) $418 +14.97 $403
Gross Loans ($M) $353 +48.41 $305
Loan Growth YoY (%) 92.89% +11.94 80.95%
Total Deposits ($M) $374 +4.38 $369
Shareholders Equity ($M) $33 +3.97 $29
Tang. Book Value ($M) $33 +3.97 $29
TBV excl. AOCI ($M)** $34 +3.54 $31
Loan / Deposit Ratio (%) 92.89% +11.94 80.95%
Credit Quality
NPA / Total Assets (%) 0.34% -0.68 1.02%
Allowance / Loans (%) 1.66% -0.19% 1.84%
Net Charge-Off Ratio (%) 0.40% -0.32 0.73%
Capital
Tier 1 Capital Ratio (%) 10.12% -0.16 10.28%
Noninterest income ($1.57M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▄▆▆█ Net Interest Margin (%) 3.62% 3.67% 3.68% 3.69% 3.85% 3.95% 4.00% 4.14%
▁▁▂▁▁▂▃█ Return on Assets (%) 0.74% 0.72% 0.78% 0.63% 0.66% 0.79% 0.87% 1.55%
█████▇▆▁ Efficiency Ratio (%) 74.4% 73.9% 73.7% 75.3% 75.2% 71.9% 70.8% 61.0%
█▇▆▁▄▇█▆ Cost of Funds (%) 2.11% 2.09% 2.05% 1.93% 2.01% 2.08% 2.12% 2.06%
▁▁▇█▇▄▄▂ NPA / Assets (%) 0.22% 0.17% 0.88% 1.02% 0.82% 0.60% 0.59% 0.34%
▁▁█▆▄▃▃▃ Net Charge-Off Ratio (%) 0.16% 0.10% 1.01% 0.73% 0.52% 0.44% 0.41% 0.40%
▁▁▁▃▃▅▇█ Tang. Book Value ($M) $27 $28 $27 $29 $29 $30 $32 $33
▁▁▃▃▃▅██ Gross Loans ($M) $282 $286 $302 $305 $307 $321 $345 $353
▁▂▄█▅▆▆█ Total Deposits ($M) $337 $344 $354 $369 $356 $360 $364 $374
Portfolio Composition — Q1'26
Loan Mix%
Real Estate97%
C&I / Commercial2%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand14%
Interest-Bearing (core)76%
Brokered / Other10%
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