Welch State Bank of Welch, Okla.
Welch, OK FDIC 9472 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.67% +0.23 1.43%
Return on Equity (%) 17.98% +2.06 15.92%
Net Interest Margin (%) 4.83% +0.46 4.37%
Efficiency Ratio (%) 67.13% -1.93 69.06%
Pre-Provision Profit ($M) $2 +0.30 $2
Cost of Funds (%) 1.81% +0.01 1.79%
Balance Sheet
Total Assets ($M) $442 +18.88 $424
Gross Loans ($M) $312 +27.84 $284
Loan Growth YoY (%) 80.54% +4.78 75.76%
Total Deposits ($M) $381 +12.61 $368
Shareholders Equity ($M) $40 +2.81 $37
Tang. Book Value ($M) $40 +2.90 $37
TBV excl. AOCI ($M)** $44 +2.85 $41
Loan / Deposit Ratio (%) 80.54% +4.78 75.76%
Credit Quality
NPA / Total Assets (%) 0.15% -0.32 0.46%
Allowance / Loans (%) 1.58% -0.13% 1.71%
Net Charge-Off Ratio (%) 0.21% -0.48 0.69%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($1.07M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▅▆▆█ Net Interest Margin (%) 3.94% 4.03% 4.14% 4.37% 4.40% 4.51% 4.58% 4.83%
▁▁▂▅▂▄▅█ Return on Assets (%) 1.16% 1.20% 1.26% 1.43% 1.27% 1.38% 1.44% 1.67%
██▇▄█▄▄▁ Efficiency Ratio (%) 71.5% 71.1% 70.6% 69.1% 71.1% 69.1% 68.8% 67.1%
▂█▄▁▅█▇▁ Cost of Funds (%) 1.82% 1.93% 1.85% 1.79% 1.87% 1.93% 1.90% 1.81%
▄▂▄█▆▂▁▁ NPA / Assets (%) 0.29% 0.20% 0.27% 0.46% 0.38% 0.21% 0.15% 0.15%
▄▂▄█▆▂▁▁ Net Charge-Off Ratio (%) 0.44% 0.30% 0.40% 0.69% 0.54% 0.30% 0.21% 0.21%
▂▆▃▂▁▆█▇ Tang. Book Value ($M) $36 $39 $37 $37 $36 $39 $41 $40
▁▁▂▃▅▇▇█ Gross Loans ($M) $277 $274 $281 $284 $293 $303 $305 $312
▁▁▁▄▃▄▅█ Total Deposits ($M) $357 $358 $356 $368 $364 $368 $370 $381
Portfolio Composition — Q1'26
Loan Mix%
Real Estate63%
C&I / Commercial12%
Agricultural6%
Consumer8%
Other12%
Deposit Mix%
Nonint.-Bearing Demand7%
Interest-Bearing (core)74%
Brokered / Other19%
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