BankSouth
Dothan, AL FDIC 77 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.27% +0.07 1.20%
Return on Equity (%) 6.63% +0.30 6.33%
Net Interest Margin (%) 3.79% +0.30 3.50%
Efficiency Ratio (%) 63.16% +0.82 62.34%
Pre-Provision Profit ($M) $1 +0.05 $1
Cost of Funds (%) 1.56% -0.10 1.66%
Balance Sheet
Total Assets ($M) $218 +6.45 $211
Gross Loans ($M) $173 +9.04 $164
Loan Growth YoY (%) 97.19% +2.25 94.93%
Total Deposits ($M) $175 +5.36 $170
Shareholders Equity ($M) $41 +1.03 $40
Tang. Book Value ($M) $41 +1.03 $40
TBV excl. AOCI ($M)** $43 +1.16 $42
Loan / Deposit Ratio (%) 97.19% +2.25 94.93%
Credit Quality
NPA / Total Assets (%) 0.02% 0.00 0.02%
Allowance / Loans (%) 1.62% -0.09% 1.71%
Net Charge-Off Ratio (%) 0.02% -0.00 0.02%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▂▄▇██ Net Interest Margin (%) 3.41% 3.45% 3.50% 3.50% 3.60% 3.72% 3.77% 3.79%
▁▃▄▂▅██▄ Return on Assets (%) 1.13% 1.21% 1.28% 1.20% 1.31% 1.43% 1.44% 1.27%
█▆▄▇▄▁▁█ Efficiency Ratio (%) 63.1% 61.4% 60.3% 62.3% 60.2% 58.3% 58.6% 63.2%
██▃▃▂▂▁▁ Cost of Funds (%) 1.89% 1.86% 1.64% 1.66% 1.63% 1.64% 1.56% 1.56%
██▅▄▄▅▄▁ NPA / Assets (%) 0.02% 0.02% 0.02% 0.02% 0.02% 0.02% 0.02% 0.02%
▅███▃▂▁▁ Net Charge-Off Ratio (%) 0.02% 0.02% 0.02% 0.02% 0.02% 0.02% 0.02% 0.02%
▁▄▁▄▅█▆█ Tang. Book Value ($M) $39 $40 $40 $40 $41 $41 $41 $41
▄▁▁▁▆▇██ Gross Loans ($M) $168 $164 $164 $164 $170 $171 $173 $173
▁▁▅▆▅▄▅█ Total Deposits ($M) $161 $162 $169 $170 $169 $167 $169 $175
Portfolio Composition — Q1'26
Loan Mix%
Real Estate88%
C&I / Commercial10%
Consumer1%
Other1%
Deposit Mix%
Nonint.-Bearing Demand15%
Interest-Bearing (core)75%
Brokered / Other10%
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