Think Mutual Bank
Rochester, MN FDIC 58536 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.55% +0.03 0.52%
Return on Equity (%) 3.58% +0.10 3.48%
Net Interest Margin (%) 2.76% +0.09 2.67%
Efficiency Ratio (%) 78.48% -1.16 79.64%
Pre-Provision Profit ($M) $4 +0.53 $4
Cost of Funds (%) 1.04% +0.00 1.04%
Balance Sheet
Total Assets ($M) $2,273 +130.45 $2,142
Gross Loans ($M) $1,194 -29.44 $1,224
Loan Growth YoY (%) 62.29% -5.13 67.42%
Total Deposits ($M) $1,907 +101.35 $1,805
Shareholders Equity ($M) $340 +20.97 $319
Tang. Book Value ($M) $338 +21.45 $316
TBV excl. AOCI ($M)** $368 +27.21 $341
Loan / Deposit Ratio (%) 62.29% -5.13 67.42%
Credit Quality
NPA / Total Assets (%) 0.12% +0.05 0.06%
Allowance / Loans (%) 0.53% 0.02% 0.51%
Net Charge-Off Ratio (%) 0.22% +0.11 0.11%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($5.10M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▆▇███ Net Interest Margin (%) 2.44% 2.47% 2.51% 2.67% 2.71% 2.74% 2.74% 2.76%
█▁▁▂▃▃▄▂ Return on Assets (%) 0.81% 0.47% 0.50% 0.52% 0.56% 0.59% 0.61% 0.55%
█▇▆▄▃▁▁▂ Efficiency Ratio (%) 82.6% 81.5% 80.7% 79.6% 78.5% 77.1% 77.2% 78.5%
▁▇▇▁▅██▁ Cost of Funds (%) 1.05% 1.12% 1.12% 1.04% 1.10% 1.14% 1.13% 1.04%
▁▂▁▂████ NPA / Assets (%) 0.05% 0.06% 0.05% 0.06% 0.12% 0.12% 0.12% 0.12%
▁▂▁▂▇███ Net Charge-Off Ratio (%) 0.08% 0.10% 0.08% 0.11% 0.20% 0.21% 0.21% 0.22%
▁▃▃▄▆▇██ Tang. Book Value ($M) $296 $311 $306 $316 $323 $330 $336 $338
█▇▆▅▆▄▂▁ Gross Loans ($M) $1,248 $1,240 $1,229 $1,224 $1,230 $1,217 $1,206 $1,194
▁▁▁▄▃▄▅█ Total Deposits ($M) $1,721 $1,711 $1,729 $1,805 $1,775 $1,786 $1,816 $1,907
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial2%
Consumer12%
Deposit Mix%
Nonint.-Bearing Demand10%
Interest-Bearing (core)87%
Brokered / Other3%
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