Connection Bank
Fort Madison, IA FDIC 955 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.75% +0.26 1.49%
Return on Equity (%) 17.62% +2.34 15.28%
Net Interest Margin (%) 3.81% +0.32 3.49%
Efficiency Ratio (%) 53.41% -3.90 57.31%
Pre-Provision Profit ($M) $3 +0.59 $2
Cost of Funds (%) 1.88% -0.01 1.89%
Balance Sheet
Total Assets ($M) $544 +25.23 $518
Gross Loans ($M) $477 +26.16 $451
Loan Growth YoY (%) 103.19% +1.71 101.49%
Total Deposits ($M) $457 +17.68 $439
Shareholders Equity ($M) $54 +4.46 $50
Tang. Book Value ($M) $51 +4.55 $47
Loan / Deposit Ratio (%) 103.19% +1.71 101.49%
Credit Quality
NPA / Total Assets (%) 0.36% +0.07 0.28%
Allowance / Loans (%) 1.14% 0.03% 1.11%
Net Charge-Off Ratio (%) 0.37% +0.05 0.33%
Capital
Tier 1 Capital Ratio (%) 11.23% +0.34 10.89%
Noninterest income ($0.77M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▅▆▆▇█ Net Interest Margin (%) 3.04% 3.06% 3.09% 3.49% 3.56% 3.61% 3.64% 3.81%
▁▁▁▅▆▆▅█ Return on Assets (%) 1.11% 1.11% 1.06% 1.49% 1.52% 1.55% 1.49% 1.75%
▇▇█▃▃▂▃▁ Efficiency Ratio (%) 62.5% 62.8% 64.8% 57.3% 56.4% 55.7% 57.2% 53.4%
▅▇█▁▁▁▁▁ Cost of Funds (%) 2.17% 2.31% 2.46% 1.89% 1.92% 1.93% 1.92% 1.88%
▁▇▇▇████ NPA / Assets (%) 0.02% 0.32% 0.28% 0.28% 0.34% 0.35% 0.34% 0.36%
▁█▇▇████ Net Charge-Off Ratio (%) 0.03% 0.38% 0.31% 0.33% 0.38% 0.40% 0.39% 0.37%
▁▂▁▃▅▇██ Tang. Book Value ($M) $44 $46 $45 $47 $48 $50 $51 $51
▁▁▂▄▆▇██ Gross Loans ($M) $432 $430 $441 $451 $461 $468 $474 $477
▂▃▁▆▄▆██ Total Deposits ($M) $416 $424 $409 $439 $431 $445 $453 $457
Portfolio Composition — Q1'26
Loan Mix%
Real Estate82%
C&I / Commercial14%
Agricultural2%
Consumer2%
Other1%
Deposit Mix%
Nonint.-Bearing Demand22%
Interest-Bearing (core)65%
Brokered / Other12%
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