Five Star Bank
Rochester, NY FDIC 659 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.42% +0.24 1.18%
Return on Equity (%) 13.32% +1.27 12.05%
Net Interest Margin (%) 3.79% +0.33 3.47%
Efficiency Ratio (%) 52.82% -1.86 54.67%
Pre-Provision Profit ($M) $29 +3.64 $25
Cost of Funds (%) 1.79% -0.31 2.10%
Balance Sheet
Total Assets ($M) $6,255 -47.65 $6,303
Gross Loans ($M) $4,629 +74.96 $4,554
Loan Growth YoY (%) 85.70% +2.64 83.05%
Total Deposits ($M) $5,349 -74.81 $5,424
Shareholders Equity ($M) $670 +53.80 $616
Tang. Book Value ($M) $620 +53.54 $566
TBV excl. AOCI ($M)** $674 +55.82 $618
Loan / Deposit Ratio (%) 85.70% +2.64 83.05%
Credit Quality
NPA / Total Assets (%) 0.62% -0.01 0.64%
Allowance / Loans (%) 0.96% -0.11% 1.08%
Net Charge-Off Ratio (%) 0.83% -0.05 0.88%
Capital
Tier 1 Capital Ratio (%) 12.71% +1.25 11.46%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▅▆▇▇█ Net Interest Margin (%) 3.03% 3.04% 3.06% 3.47% 3.56% 3.63% 3.68% 3.79%
▅▆▁▇████ Return on Assets (%) 0.63% 0.73% -0.50% 1.18% 1.20% 1.26% 1.28% 1.42%
█▇▆▁▁▁▁▁ Efficiency Ratio (%) 81.9% 75.1% 73.3% 54.7% 55.3% 54.7% 54.5% 52.8%
███▅▅▄▃▁ Cost of Funds (%) 2.39% 2.36% 2.33% 2.10% 2.14% 2.02% 1.98% 1.79%
▁██▇▄▄▅▇ NPA / Assets (%) 0.41% 0.67% 0.68% 0.64% 0.53% 0.55% 0.57% 0.62%
▁██▇▄▄▅▆ Net Charge-Off Ratio (%) 0.56% 0.92% 0.92% 0.88% 0.71% 0.74% 0.77% 0.83%
▁▂▅▆▆▇██ Tang. Book Value ($M) $462 $493 $545 $566 $577 $595 $612 $620
▂▁▃▅▅▆█▇ Gross Loans ($M) $4,464 $4,405 $4,481 $4,554 $4,538 $4,593 $4,661 $4,629
▁▆▁█▂▇▅▆ Total Deposits ($M) $5,150 $5,325 $5,155 $5,424 $5,197 $5,371 $5,290 $5,349
Portfolio Composition — Q1'26
Loan Mix%
Real Estate68%
C&I / Commercial13%
Consumer18%
Other1%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)70%
Brokered / Other12%
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