The Bank of Marion
Marion, VA FDIC 9507 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.31% +0.06 1.26%
Return on Equity (%) 14.73% -1.06 15.79%
Net Interest Margin (%) 4.30% +0.31 4.00%
Efficiency Ratio (%) 64.35% -0.29 64.65%
Pre-Provision Profit ($M) $3 +0.24 $2
Cost of Funds (%) 1.01% -0.17 1.19%
Balance Sheet
Total Assets ($M) $614 +20.98 $593
Gross Loans ($M) $424 +27.93 $396
Loan Growth YoY (%) 76.37% +3.88 72.49%
Total Deposits ($M) $550 +8.78 $541
Shareholders Equity ($M) $55 +7.50 $48
Tang. Book Value ($M) $55 +7.50 $48
TBV excl. AOCI ($M)** $62 +7.41 $55
Loan / Deposit Ratio (%) 76.37% +3.88 72.49%
Credit Quality
NPA / Total Assets (%) 1.02% +0.47 0.55%
Allowance / Loans (%) 1.00% -0.01% 1.01%
Net Charge-Off Ratio (%) 1.47% +0.68 0.79%
Capital
Tier 1 Capital Ratio (%) 18.43% +0.22 18.22%
Noninterest income ($1.29M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▄▄▅█ Net Interest Margin (%) 3.85% 3.83% 3.88% 4.00% 4.06% 4.04% 4.09% 4.30%
▁▂▄▇▇▇██ Return on Assets (%) 0.92% 1.00% 1.09% 1.26% 1.25% 1.25% 1.27% 1.31%
█▇▅▁▁▁▁▁ Efficiency Ratio (%) 71.8% 70.6% 68.8% 64.6% 64.9% 64.8% 64.9% 64.4%
▆█▇▄▃▄▁▁ Cost of Funds (%) 1.24% 1.36% 1.29% 1.19% 1.13% 1.15% 1.04% 1.01%
▁▁▁▁▅▅█▆ NPA / Assets (%) 0.58% 0.57% 0.56% 0.55% 0.96% 0.92% 1.22% 1.02%
▁▁▁▁▅▅█▆ Net Charge-Off Ratio (%) 0.87% 0.84% 0.78% 0.79% 1.35% 1.31% 1.77% 1.47%
▁▄▂▄▃▆██ Tang. Book Value ($M) $43 $48 $46 $48 $47 $52 $54 $55
▁▂▃▃▄▅▇█ Gross Loans ($M) $380 $389 $396 $396 $400 $408 $418 $424
▁▃▆▇▅▅██ Total Deposits ($M) $491 $507 $532 $541 $528 $526 $548 $550
Portfolio Composition — Q1'26
Loan Mix%
Real Estate93%
C&I / Commercial3%
Consumer3%
Other1%
Deposit Mix%
Nonint.-Bearing Demand21%
Interest-Bearing (core)74%
Brokered / Other5%
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