SmartBank
Pigeon Forge, TN FDIC 58463 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.04% +0.14 0.90%
Return on Equity (%) 9.60% +0.48 9.12%
Net Interest Margin (%) 3.52% +0.31 3.21%
Efficiency Ratio (%) 57.81% -8.18 65.99%
Pre-Provision Profit ($M) $23 +7.41 $16
Cost of Funds (%) 1.80% -0.22 2.02%
Balance Sheet
Total Assets ($M) $5,900 +492.80 $5,407
Gross Loans ($M) $4,526 +529.62 $3,996
Loan Growth YoY (%) 86.17% +3.97 82.20%
Total Deposits ($M) $5,201 +386.23 $4,815
Shareholders Equity ($M) $645 +107.78 $537
Tang. Book Value ($M) $550 +117.06 $433
TBV excl. AOCI ($M)** $583 +119.47 $464
Loan / Deposit Ratio (%) 86.17% +3.97 82.20%
Credit Quality
NPA / Total Assets (%) 0.21% +0.06 0.15%
Allowance / Loans (%) 0.97% 0.02% 0.96%
Net Charge-Off Ratio (%) 0.27% +0.08 0.20%
Capital
Tier 1 Capital Ratio (%) 11.47% +0.96 10.51%
Noninterest income ($7.93M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▃▄▅▅▆█ Net Interest Margin (%) 2.99% 3.07% 3.13% 3.21% 3.27% 3.30% 3.36% 3.52%
▁▁▁▄▄▆▇█ Return on Assets (%) 0.79% 0.80% 0.80% 0.90% 0.91% 0.97% 1.00% 1.04%
███▇▆▄▃▁ Efficiency Ratio (%) 67.9% 67.4% 67.0% 66.0% 64.6% 62.2% 60.9% 57.8%
██▅▄▅▆▃▁ Cost of Funds (%) 2.25% 2.28% 2.08% 2.02% 2.06% 2.11% 1.96% 1.80%
▁▇▁▁▁▄▃█ NPA / Assets (%) 0.15% 0.20% 0.15% 0.15% 0.15% 0.17% 0.16% 0.21%
▁▇▂▁▁▅▄█ Net Charge-Off Ratio (%) 0.19% 0.25% 0.20% 0.20% 0.19% 0.24% 0.22% 0.27%
▁▁▁▂▃▇██ Tang. Book Value ($M) $404 $418 $418 $433 $449 $519 $536 $550
▁▂▃▄▅▆▇█ Gross Loans ($M) $3,577 $3,723 $3,912 $3,996 $4,130 $4,232 $4,374 $4,526
▁▁▄▅▆███ Total Deposits ($M) $4,324 $4,329 $4,691 $4,815 $4,876 $5,105 $5,162 $5,201
Portfolio Composition — Q1'26
Loan Mix%
Real Estate80%
C&I / Commercial18%
Other2%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)73%
Brokered / Other9%
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