Heritage Bank Minnesota
West Concord, MN FDIC 8865 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.76% -0.04 0.80%
Return on Equity (%) 12.44% -0.32 12.76%
Net Interest Margin (%) 3.68% -0.07 3.74%
Efficiency Ratio (%) 75.62% +0.99 74.63%
Pre-Provision Profit ($M) $0 +0.02 $0
Cost of Funds (%) 2.01% +0.07 1.94%
Balance Sheet
Total Assets ($M) $123 +18.30 $105
Gross Loans ($M) $96 +12.70 $83
Loan Growth YoY (%) 88.12% +1.39 86.73%
Total Deposits ($M) $108 +12.76 $95
Shareholders Equity ($M) $7 +0.79 $7
Tang. Book Value ($M) $7 +0.82 $6
Loan / Deposit Ratio (%) 88.12% +1.39 86.73%
Credit Quality
NPA / Total Assets (%) 0.33% +0.06 0.27%
Allowance / Loans (%) 0.99% 0.01% 0.98%
Net Charge-Off Ratio (%) 0.42% +0.09 0.34%
Capital
Tier 1 Capital Ratio (%) 10.30% -0.22 10.52%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▇▅██▆ Net Interest Margin (%) 3.44% 3.49% 3.57% 3.74% 3.66% 3.77% 3.80% 3.68%
▆▇▁█▆█▄▇ Return on Assets (%) 0.74% 0.76% 0.52% 0.80% 0.74% 0.83% 0.67% 0.76%
▁▁▅▂▃▁█▃ Efficiency Ratio (%) 74.1% 74.0% 76.3% 74.6% 75.6% 74.2% 78.6% 75.6%
█▄▁▂▃▅█▄ Cost of Funds (%) 2.08% 2.00% 1.91% 1.94% 1.97% 2.02% 2.10% 2.01%
▁▁▃▁▄█▁▁ NPA / Assets (%) 0.28% 0.27% 0.47% 0.27% 0.58% 0.96% 0.32% 0.33%
▁▁▃▁▄█▁▁ Net Charge-Off Ratio (%) 0.36% 0.35% 0.60% 0.34% 0.74% 1.17% 0.39% 0.42%
▁▄▁▃▃▇██ Tang. Book Value ($M) $6 $6 $6 $6 $6 $7 $7 $7
▁▁▁▂▄▇██ Gross Loans ($M) $80 $81 $81 $83 $88 $93 $97 $96
▁▂▁▄▇▆██ Total Deposits ($M) $84 $90 $87 $95 $102 $101 $105 $108
Portfolio Composition — Q1'26
Loan Mix%
Real Estate79%
C&I / Commercial10%
Agricultural3%
Consumer7%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)66%
Brokered / Other14%
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