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Forest, VA FDIC 58563 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.19% +0.40 0.79%
Return on Equity (%) 14.79% +3.79 11.00%
Net Interest Margin (%) 3.55% +0.66 2.89%
Efficiency Ratio (%) 54.05% -12.34 66.39%
Pre-Provision Profit ($M) $2 +0.90 $1
Cost of Funds (%) 2.45% -0.22 2.67%
Balance Sheet
Total Assets ($M) $500 +5.91 $494
Gross Loans ($M) $442 +12.69 $430
Loan Growth YoY (%) 96.08% +0.59 95.50%
Total Deposits ($M) $457 +10.47 $446
Shareholders Equity ($M) $41 +5.70 $36
Tang. Book Value ($M) $41 +5.70 $36
TBV excl. AOCI ($M)** $43 +5.44 $38
Loan / Deposit Ratio (%) 96.08% +0.59 95.50%
Credit Quality
NPA / Total Assets (%) 0.48% -0.34 0.81%
Allowance / Loans (%) 0.81% -0.02% 0.83%
Net Charge-Off Ratio (%) 0.54% -0.40 0.93%
Capital
Tier 1 Capital Ratio (%) 11.88% +0.78 11.10%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▄▅▆█ Net Interest Margin (%) 2.61% 2.61% 2.63% 2.89% 3.03% 3.13% 3.22% 3.55%
▁▁▁▃▄▅▅█ Return on Assets (%) 0.59% 0.61% 0.59% 0.79% 0.87% 0.94% 0.95% 1.19%
███▆▆▅▆▁ Efficiency Ratio (%) 71.2% 71.5% 70.4% 66.4% 65.1% 63.2% 65.4% 54.0%
██▆▄▄▃▁▁ Cost of Funds (%) 3.01% 3.02% 2.82% 2.67% 2.68% 2.66% 2.52% 2.45%
▁▁▁█▇▇█▃ NPA / Assets (%) 0.34% 0.40% 0.36% 0.81% 0.78% 0.75% 0.86% 0.48%
▁▁▁█▇▇█▂ Net Charge-Off Ratio (%) 0.40% 0.47% 0.42% 0.93% 0.89% 0.86% 0.99% 0.54%
▁▂▁▂▃▆▇█ Tang. Book Value ($M) $34 $36 $35 $36 $36 $39 $40 $41
▁▂▄▆▇███ Gross Loans ($M) $393 $401 $415 $430 $437 $444 $444 $442
▁▂▂▄▄▆█▇ Total Deposits ($M) $429 $435 $434 $446 $447 $456 $465 $457
Portfolio Composition — Q1'26
Loan Mix%
Real Estate87%
C&I / Commercial12%
Consumer1%
Deposit Mix%
Nonint.-Bearing Demand14%
Interest-Bearing (core)75%
Brokered / Other12%
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