Arrow Bank
AROW Glens Falls, NY FDIC 7074 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.22% +0.63 0.58%
Return on Equity (%) 12.53% +6.19 6.34%
Net Interest Margin (%) 3.45% +0.39 3.06%
Efficiency Ratio (%) 59.76% -6.77 66.53%
Pre-Provision Profit ($M) $18 +4.96 $13
Cost of Funds (%) 1.55% -0.14 1.70%
Balance Sheet
Total Assets ($M) $4,501 +60.59 $4,440
Gross Loans ($M) $3,439 +22.10 $3,417
Loan Growth YoY (%) 84.82% -0.34 85.15%
Total Deposits ($M) $4,015 +46.31 $3,968
Shareholders Equity ($M) $438 +32.99 $405
Tang. Book Value ($M) $412 +33.25 $379
TBV excl. AOCI ($M)** $441 +35.32 $406
Loan / Deposit Ratio (%) 84.82% -0.34 85.15%
Credit Quality
NPA / Total Assets (%) 0.10% -0.33 0.43%
Allowance / Loans (%) 0.99% -0.12% 1.11%
Net Charge-Off Ratio (%) 0.13% -0.43 0.56%
Capital
Tier 1 Capital Ratio (%) 13.41% +0.66 12.75%
Noninterest income ($8.48M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▄▅▅▆█ Net Interest Margin (%) 2.70% 2.71% 2.67% 3.06% 3.11% 3.15% 3.21% 3.45%
▂▃▂▁▃▅▆█ Return on Assets (%) 0.74% 0.75% 0.68% 0.58% 0.79% 0.91% 1.00% 1.22%
██▆▅▄▂▂▁ Efficiency Ratio (%) 73.1% 71.9% 68.1% 66.5% 64.9% 62.9% 61.8% 59.8%
▂▂█▁▁▁▁▁ Cost of Funds (%) 1.93% 1.86% 3.25% 1.70% 1.71% 1.69% 1.75% 1.55%
██▇▆▁▁▂▁ NPA / Assets (%) 0.58% 0.57% 0.49% 0.43% 0.14% 0.14% 0.19% 0.10%
██▆▅▁▁▂▁ Net Charge-Off Ratio (%) 0.81% 0.85% 0.61% 0.56% 0.18% 0.18% 0.24% 0.13%
▁▁▆▇▇▇██ Tang. Book Value ($M) $266 $268 $375 $379 $383 $390 $404 $412
▁▁██████ Gross Loans ($M) $2,386 $2,366 $3,395 $3,417 $3,425 $3,442 $3,453 $3,439
▁▂▇█▇█▇█ Total Deposits ($M) $2,944 $3,118 $3,828 $3,968 $3,930 $4,100 $3,940 $4,015
Portfolio Composition — Q1'26
Loan Mix%
Real Estate64%
C&I / Commercial4%
Consumer31%
Other1%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)71%
Brokered / Other11%
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