The Lyons National Bank
Lyons, NY FDIC 7151 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.05% +0.19 0.86%
Return on Equity (%) 13.82% +1.49 12.33%
Net Interest Margin (%) 3.18% +0.39 2.80%
Efficiency Ratio (%) 60.84% -3.52 64.36%
Pre-Provision Profit ($M) $8 +1.94 $6
Cost of Funds (%) 1.66% -0.15 1.81%
Balance Sheet
Total Assets ($M) $2,110 +81.72 $2,029
Gross Loans ($M) $1,555 +75.36 $1,480
Loan Growth YoY (%) 79.67% +1.57 78.10%
Total Deposits ($M) $1,923 +55.77 $1,867
Shareholders Equity ($M) $160 +22.27 $138
Tang. Book Value ($M) $154 +21.16 $133
TBV excl. AOCI ($M)** $170 +20.46 $149
Loan / Deposit Ratio (%) 79.67% +1.57 78.10%
Credit Quality
NPA / Total Assets (%) 0.36% +0.18 0.18%
Allowance / Loans (%) 1.50% 0.04% 1.46%
Net Charge-Off Ratio (%) 0.49% +0.25 0.24%
Capital
Tier 1 Capital Ratio (%) 12.33% +0.44 11.89%
Noninterest income ($4.42M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▃▅▆██ Net Interest Margin (%) 2.57% 2.61% 2.70% 2.80% 2.89% 2.98% 3.11% 3.18%
▁▁▂▂▄▆██ Return on Assets (%) 0.81% 0.81% 0.85% 0.86% 0.94% 0.98% 1.08% 1.05%
████▅▃▁▃ Efficiency Ratio (%) 63.9% 64.2% 64.3% 64.4% 62.2% 61.1% 59.3% 60.8%
▆▇█▄▄▂▃▁ Cost of Funds (%) 1.91% 1.94% 2.00% 1.81% 1.79% 1.74% 1.74% 1.66%
▁▁▁▁▄▃▇█ NPA / Assets (%) 0.19% 0.18% 0.20% 0.18% 0.27% 0.23% 0.32% 0.36%
▁▁▁▁▄▃▇█ Net Charge-Off Ratio (%) 0.26% 0.25% 0.25% 0.24% 0.34% 0.31% 0.43% 0.49%
▁▃▃▃▄▆██ Tang. Book Value ($M) $124 $135 $133 $133 $139 $147 $152 $154
▁▁▃▄▆▇██ Gross Loans ($M) $1,432 $1,444 $1,468 $1,480 $1,510 $1,536 $1,553 $1,555
▁▂▂▆▇█▇█ Total Deposits ($M) $1,740 $1,782 $1,767 $1,867 $1,879 $1,906 $1,888 $1,923
Portfolio Composition — Q1'26
Loan Mix%
Real Estate86%
C&I / Commercial9%
Agricultural3%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand28%
Interest-Bearing (core)60%
Brokered / Other12%
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