Headwaters State Bank
Land O' Lakes, WI FDIC 9035 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.90% -0.02 0.92%
Return on Equity (%) 5.60% -0.09 5.69%
Net Interest Margin (%) 3.34% +0.01 3.34%
Efficiency Ratio (%) 58.31% +1.88 56.43%
Pre-Provision Profit ($M) $0 +0.02 $0
Cost of Funds (%) 2.01% -0.06 2.06%
Balance Sheet
Total Assets ($M) $120 +8.29 $111
Gross Loans ($M) $80 +5.73 $75
Loan Growth YoY (%) 79.15% -0.09 79.24%
Total Deposits ($M) $100 +7.24 $93
Shareholders Equity ($M) $19 +1.03 $18
Tang. Book Value ($M) $12 +1.16 $11
TBV excl. AOCI ($M)** $13 +1.32 $12
Loan / Deposit Ratio (%) 79.15% -0.09 79.24%
Credit Quality
NPA / Total Assets (%) 4.25% -0.24 4.49%
Allowance / Loans (%) 1.06% 0.04% 1.02%
Net Charge-Off Ratio (%) 6.33% -0.38 6.71%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
█▇▅▁▁▂▁▁ Net Interest Margin (%) 3.76% 3.70% 3.59% 3.34% 3.38% 3.40% 3.39% 3.34%
▁▄▄█▇███ Return on Assets (%) 0.33% 0.56% 0.59% 0.92% 0.84% 0.88% 0.87% 0.90%
█▆▅▁▅▄▄▂ Efficiency Ratio (%) 65.0% 62.5% 61.1% 56.4% 61.1% 59.9% 59.8% 58.3%
▁▂█████▇ Cost of Funds (%) 1.52% 1.60% 2.03% 2.06% 2.08% 2.06% 2.08% 2.01%
█▆▃▂▂▁▁▁ NPA / Assets (%) 5.54% 5.12% 4.55% 4.49% 4.44% 4.20% 4.16% 4.25%
█▇▄▄▂▁▁▁ Net Charge-Off Ratio (%) 7.53% 7.24% 6.71% 6.71% 6.48% 6.33% 6.19% 6.33%
▁▃▂▄▅▇██ Tang. Book Value ($M) $10 $11 $11 $11 $11 $12 $12 $12
▁▂▅▅▆▇██ Gross Loans ($M) $68 $71 $75 $75 $77 $77 $79 $80
▁▃▆▆▆███ Total Deposits ($M) $75 $82 $92 $93 $94 $98 $98 $100
Portfolio Composition — Q1'26
Loan Mix%
Real Estate86%
C&I / Commercial10%
Consumer2%
Other2%
Deposit Mix%
Nonint.-Bearing Demand16%
Interest-Bearing (core)65%
Brokered / Other20%
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