Merchants Bank, National Association
Winona, MN FDIC 8866 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.22% +0.21 1.01%
Return on Equity (%) 10.54% +1.38 9.16%
Net Interest Margin (%) 3.55% +0.20 3.35%
Efficiency Ratio (%) 62.49% -3.74 66.23%
Pre-Provision Profit ($M) $12 +2.25 $10
Cost of Funds (%) 1.56% -0.21 1.78%
Balance Sheet
Total Assets ($M) $2,930 +119.98 $2,810
Gross Loans ($M) $2,038 -41.79 $2,080
Loan Growth YoY (%) 78.75% -5.02 83.77%
Total Deposits ($M) $2,554 +105.70 $2,449
Shareholders Equity ($M) $341 +25.89 $315
Tang. Book Value ($M) $291 +26.70 $264
TBV excl. AOCI ($M)** $316 +35.13 $281
Loan / Deposit Ratio (%) 78.75% -5.02 83.77%
Credit Quality
NPA / Total Assets (%) 0.66% +0.20 0.46%
Allowance / Loans (%) 1.30% -0.08% 1.38%
Net Charge-Off Ratio (%) 0.91% +0.55 0.36%
Capital
Tier 1 Capital Ratio (%) 13.29% +1.03 12.26%
Noninterest income ($7.87M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅▆▇▃▁▃▄█ Net Interest Margin (%) 3.42% 3.46% 3.48% 3.35% 3.27% 3.35% 3.40% 3.55%
▂▁▁▅▆███ Return on Assets (%) 0.88% 0.82% 0.78% 1.01% 1.11% 1.20% 1.23% 1.22%
█▅▅▅█▃▃▁ Efficiency Ratio (%) 68.7% 66.0% 66.3% 66.2% 67.9% 64.8% 64.8% 62.5%
▅▆▆▅█▃▁▁ Cost of Funds (%) 1.79% 1.85% 1.84% 1.78% 1.99% 1.70% 1.59% 1.56%
▂▆▁▁██▅▆ NPA / Assets (%) 0.50% 0.67% 0.48% 0.46% 0.75% 0.73% 0.62% 0.66%
▄▇▁▁▇█▇█ Net Charge-Off Ratio (%) 0.56% 0.79% 0.33% 0.36% 0.78% 0.90% 0.83% 0.91%
▁▂▁▃▄▆██ Tang. Book Value ($M) $250 $257 $252 $264 $269 $280 $286 $291
█▆▄▂▃▂▁▁ Gross Loans ($M) $2,211 $2,167 $2,116 $2,080 $2,093 $2,065 $2,051 $2,038
▁▃▅▆▅▆██ Total Deposits ($M) $2,255 $2,330 $2,426 $2,449 $2,409 $2,452 $2,523 $2,554
Portfolio Composition — Q1'26
Loan Mix%
Real Estate75%
C&I / Commercial16%
Agricultural2%
Consumer2%
Other5%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)77%
Brokered / Other5%
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