Bank of Millbrook
Millbrook, NY FDIC 618 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.46% +0.71 1.75%
Return on Equity (%) 20.56% +5.05 15.51%
Net Interest Margin (%) 4.49% +0.31 4.18%
Efficiency Ratio (%) 49.46% -1.37 50.83%
Pre-Provision Profit ($M) $2 +0.42 $2
Cost of Funds (%) 0.14% -0.01 0.15%
Balance Sheet
Total Assets ($M) $322 +38.31 $284
Gross Loans ($M) $134 +3.60 $131
Loan Growth YoY (%) 46.81% -4.56 51.37%
Total Deposits ($M) $281 +31.59 $250
Shareholders Equity ($M) $38 +5.70 $33
Tang. Book Value ($M) $36 +5.70 $30
TBV excl. AOCI ($M)** $42 +6.21 $36
Loan / Deposit Ratio (%) 46.81% -4.56 51.37%
Credit Quality
NPA / Total Assets (%) 0.34% +0.06 0.27%
Allowance / Loans (%) 1.92% 0.11% 1.81%
Net Charge-Off Ratio (%) 0.81% +0.22 0.60%
Capital
Tier 1 Capital Ratio (%) 25.26% -0.32 25.58%
Noninterest income ($0.81M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▆▆▇█ Net Interest Margin (%) 3.71% 3.75% 3.87% 4.18% 4.29% 4.28% 4.36% 4.49%
▁▁▁▃▄▃▄█ Return on Assets (%) 1.40% 1.44% 1.53% 1.75% 1.86% 1.79% 1.84% 2.46%
█▇▇▂▁▂▃▁ Efficiency Ratio (%) 57.2% 56.2% 55.6% 50.8% 49.4% 50.6% 51.4% 49.5%
▇▃█▆▄▁▄▂ Cost of Funds (%) 0.15% 0.14% 0.16% 0.15% 0.14% 0.13% 0.14% 0.14%
▁▃▁▃▅▇█▄ NPA / Assets (%) 0.17% 0.28% 0.21% 0.27% 0.38% 0.44% 0.52% 0.34%
▁▃▁▂▅▇█▅ Net Charge-Off Ratio (%) 0.42% 0.69% 0.47% 0.60% 0.81% 1.03% 1.17% 0.81%
▁▃▂▄▅▇▇█ Tang. Book Value ($M) $25 $29 $28 $30 $32 $34 $35 $36
▁▁▃▆█▇██ Gross Loans ($M) $118 $120 $124 $131 $134 $133 $136 $134
▃▅▁▂▁▆▆█ Total Deposits ($M) $258 $265 $245 $250 $249 $268 $268 $281
Portfolio Composition — Q1'26
Loan Mix%
Real Estate91%
C&I / Commercial6%
Consumer3%
Other1%
Deposit Mix%
Nonint.-Bearing Demand51%
Interest-Bearing (core)48%
Brokered / Other1%
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