Monson Savings Bank
Monson, MA FDIC 90245 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.93% +0.27 0.66%
Return on Equity (%) 10.14% +2.71 7.43%
Net Interest Margin (%) 3.40% +0.32 3.07%
Efficiency Ratio (%) 67.40% -7.18 74.58%
Pre-Provision Profit ($M) $2 +0.80 $2
Cost of Funds (%) 1.59% -0.09 1.68%
Balance Sheet
Total Assets ($M) $814 +72.50 $741
Gross Loans ($M) $637 +65.53 $572
Loan Growth YoY (%) 86.30% +1.34 84.96%
Total Deposits ($M) $733 +65.25 $668
Shareholders Equity ($M) $73 +7.27 $65
Tang. Book Value ($M) $72 +7.34 $64
TBV excl. AOCI ($M)** $75 +7.38 $67
Loan / Deposit Ratio (%) 86.30% +1.34 84.96%
Credit Quality
NPA / Total Assets (%) 0.08% -0.00 0.08%
Allowance / Loans (%) 0.67% -0.03% 0.70%
Net Charge-Off Ratio (%) 0.10% -0.01 0.10%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.96M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▂▅▆██ Net Interest Margin (%) 2.98% 2.98% 3.04% 3.07% 3.21% 3.29% 3.36% 3.40%
▃▁▃▁▄▆▆█ Return on Assets (%) 0.74% 0.69% 0.73% 0.66% 0.79% 0.84% 0.85% 0.93%
██▇█▄▂▁▁ Efficiency Ratio (%) 74.5% 74.4% 73.2% 74.6% 70.7% 68.9% 67.9% 67.4%
▆██▃▂▂▁▁ Cost of Funds (%) 1.77% 1.88% 1.86% 1.68% 1.64% 1.62% 1.58% 1.59%
▁█▅▅█▄▂▄ NPA / Assets (%) 0.05% 0.10% 0.08% 0.08% 0.10% 0.08% 0.06% 0.08%
▁█▆▅█▄▂▅ Net Charge-Off Ratio (%) 0.07% 0.13% 0.11% 0.10% 0.13% 0.09% 0.08% 0.10%
▁▂▂▃▄▆██ Tang. Book Value ($M) $60 $63 $63 $64 $65 $68 $70 $72
▁▁▁▂▄▅▇█ Gross Loans ($M) $561 $565 $562 $572 $595 $607 $627 $637
▁▁▁▃▄▃▁█ Total Deposits ($M) $644 $649 $641 $668 $675 $671 $652 $733
Portfolio Composition — Q1'26
Loan Mix%
Real Estate93%
C&I / Commercial6%
Deposit Mix%
Nonint.-Bearing Demand20%
Interest-Bearing (core)62%
Brokered / Other18%
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