Ballston Spa National Bank
Ballston Spa, NY FDIC 6959 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.18% -0.45 0.63%
Return on Equity (%) 1.92% -5.65 7.57%
Net Interest Margin (%) 3.12% +0.06 3.06%
Efficiency Ratio (%) 89.44% +14.77 74.66%
Pre-Provision Profit ($M) $1 -1.03 $2
Cost of Funds (%) 1.70% -0.01 1.71%
Balance Sheet
Total Assets ($M) $942 +42.91 $899
Gross Loans ($M) $801 +29.10 $772
Loan Growth YoY (%) 97.36% -5.65 103.01%
Total Deposits ($M) $814 +72.63 $741
Shareholders Equity ($M) $98 +22.33 $76
Tang. Book Value ($M) $96 +22.25 $74
TBV excl. AOCI ($M)** $100 +21.73 $78
Loan / Deposit Ratio (%) 97.36% -5.65 103.01%
Credit Quality
NPA / Total Assets (%) 0.08% -0.04 0.12%
Allowance / Loans (%) 1.11% -0.01% 1.12%
Net Charge-Off Ratio (%) 0.10% -0.05 0.15%
Capital
Tier 1 Capital Ratio (%) 13.46% +2.61 10.86%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▂▁▁▆▃▄▆█ Net Interest Margin (%) 2.99% 2.97% 2.96% 3.06% 3.02% 3.04% 3.06% 3.12%
▇█████▇▁ Return on Assets (%) 0.57% 0.60% 0.60% 0.63% 0.61% 0.60% 0.55% 0.18%
▁▁▁▁▁▁▂█ Efficiency Ratio (%) 76.0% 75.1% 75.3% 74.7% 75.2% 75.8% 78.2% 89.4%
▄▆▆▁▃█▂▁ Cost of Funds (%) 1.80% 1.88% 1.89% 1.71% 1.79% 1.95% 1.76% 1.70%
█▆▄▃▁▂▅▁ NPA / Assets (%) 0.23% 0.17% 0.13% 0.12% 0.06% 0.10% 0.15% 0.08%
█▅▄▃▁▂▅▁ Net Charge-Off Ratio (%) 0.26% 0.19% 0.15% 0.15% 0.07% 0.12% 0.17% 0.10%
▁▁▂▃▃▃▃█ Tang. Book Value ($M) $66 $68 $72 $74 $76 $76 $77 $96
▁▂▃▄▆▇██ Gross Loans ($M) $741 $757 $764 $772 $781 $793 $803 $801
▁▅▁▄▂█▅█ Total Deposits ($M) $703 $767 $696 $741 $714 $808 $766 $814
Portfolio Composition — Q1'26
Loan Mix%
Real Estate88%
C&I / Commercial3%
Consumer8%
Deposit Mix%
Nonint.-Bearing Demand19%
Interest-Bearing (core)63%
Brokered / Other19%
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