The Bank of Forest
Forest, MS FDIC 898 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.26% +0.87 0.39%
Return on Equity (%) 14.26% +9.42 4.84%
Net Interest Margin (%) 3.70% +0.38 3.32%
Efficiency Ratio (%) 66.45% -20.84 87.29%
Pre-Provision Profit ($M) $1 +0.66 $0
Cost of Funds (%) 1.78% -0.30 2.07%
Balance Sheet
Total Assets ($M) $298 +30.33 $268
Gross Loans ($M) $171 +13.31 $157
Loan Growth YoY (%) 62.13% -2.98 65.11%
Total Deposits ($M) $271 +32.63 $239
Shareholders Equity ($M) $26 +3.88 $22
Tang. Book Value ($M) $25 +3.87 $21
TBV excl. AOCI ($M)** $29 +4.41 $25
Loan / Deposit Ratio (%) 62.13% -2.98 65.11%
Credit Quality
NPA / Total Assets (%) 0.78% +0.43 0.35%
Allowance / Loans (%) 1.22% -0.01% 1.23%
Net Charge-Off Ratio (%) 1.36% +0.77 0.59%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.42M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▁▁▅▇██ Net Interest Margin (%) 3.31% 3.38% 3.31% 3.32% 3.56% 3.64% 3.72% 3.70%
▄▅▄▁▄▆▆█ Return on Assets (%) 0.77% 0.85% 0.75% 0.39% 0.81% 0.97% 1.03% 1.26%
▄▄▅█▃▂▂▁ Efficiency Ratio (%) 76.7% 75.3% 77.6% 87.3% 73.4% 71.2% 70.7% 66.4%
▃▂█▄▁▁▁▁ Cost of Funds (%) 1.95% 1.89% 2.41% 2.07% 1.82% 1.84% 1.81% 1.78%
▁▁▁▁▂██▆ NPA / Assets (%) 0.32% 0.34% 0.40% 0.35% 0.45% 0.95% 0.97% 0.78%
▁▁▂▁▂██▇ Net Charge-Off Ratio (%) 0.52% 0.60% 0.68% 0.59% 0.74% 1.56% 1.58% 1.36%
▁▅▁▃▃▇██ Tang. Book Value ($M) $19 $23 $20 $21 $21 $24 $24 $25
▁▁▂▄▅▆██ Gross Loans ($M) $148 $149 $151 $157 $159 $164 $168 $171
▁▁▁▃▃▃▂█ Total Deposits ($M) $225 $228 $223 $239 $236 $238 $231 $271
Portfolio Composition — Q1'26
Loan Mix%
Real Estate81%
C&I / Commercial11%
Agricultural2%
Consumer5%
Other1%
Deposit Mix%
Nonint.-Bearing Demand18%
Interest-Bearing (core)61%
Brokered / Other22%
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