First Bank, Upper Michigan
Gladstone, MI FDIC 14276 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.95% +0.28 1.67%
Return on Equity (%) 14.93% +0.69 14.24%
Net Interest Margin (%) 4.32% +0.30 4.02%
Efficiency Ratio (%) 59.15% -2.00 61.15%
Pre-Provision Profit ($M) $3 +0.49 $3
Cost of Funds (%) 1.46% -0.02 1.48%
Balance Sheet
Total Assets ($M) $632 +17.79 $614
Gross Loans ($M) $446 +17.56 $428
Loan Growth YoY (%) 82.81% +0.58 82.23%
Total Deposits ($M) $532 +17.41 $515
Shareholders Equity ($M) $83 +9.26 $74
Tang. Book Value ($M) $71 +9.81 $61
TBV excl. AOCI ($M)** $77 +9.32 $67
Loan / Deposit Ratio (%) 82.81% +0.58 82.23%
Credit Quality
NPA / Total Assets (%) 0.37% -0.12 0.49%
Allowance / Loans (%) 1.16% -0.01% 1.16%
Net Charge-Off Ratio (%) 0.52% -0.17 0.68%
Capital
Tier 1 Capital Ratio (%) 16.11% +0.93 15.18%
Noninterest income ($1.90M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▂▆▆▇▇█ Net Interest Margin (%) 3.49% 3.63% 3.70% 4.02% 4.08% 4.12% 4.18% 4.32%
▁▂▄▅▆▇██ Return on Assets (%) 1.27% 1.44% 1.53% 1.67% 1.73% 1.81% 1.89% 1.95%
█▆▄▃▃▁▁▁ Efficiency Ratio (%) 66.1% 63.5% 62.2% 61.2% 60.8% 59.7% 58.8% 59.2%
██▇▂▁▂▅▁ Cost of Funds (%) 1.58% 1.59% 1.57% 1.48% 1.47% 1.48% 1.53% 1.46%
█▃▃▅▂▃▁▁ NPA / Assets (%) 0.59% 0.44% 0.43% 0.49% 0.41% 0.44% 0.39% 0.37%
█▃▃▆▂▄▂▁ Net Charge-Off Ratio (%) 0.76% 0.59% 0.59% 0.68% 0.56% 0.63% 0.55% 0.52%
▁▃▃▄▅▆██ Tang. Book Value ($M) $52 $58 $58 $61 $63 $66 $70 $71
▂▃▁▂▆███ Gross Loans ($M) $428 $431 $425 $428 $439 $443 $446 $446
▁▄▄▃▄█▅▇ Total Deposits ($M) $502 $518 $516 $515 $518 $538 $524 $532
Portfolio Composition — Q1'26
Loan Mix%
Real Estate73%
C&I / Commercial17%
Consumer10%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)72%
Brokered / Other11%
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