Dakota Heritage Bank
Hunter, ND FDIC 16231 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 2.02% +0.63 1.39%
Return on Equity (%) 23.33% +6.04 17.29%
Net Interest Margin (%) 4.08% +0.22 3.86%
Efficiency Ratio (%) 46.62% -5.47 52.09%
Pre-Provision Profit ($M) $2 +0.48 $2
Cost of Funds (%) 1.97% -0.14 2.11%
Balance Sheet
Total Assets ($M) $418 +16.23 $402
Gross Loans ($M) $339 +26.08 $313
Loan Growth YoY (%) 88.40% +4.26 84.14%
Total Deposits ($M) $378 +11.59 $367
Shareholders Equity ($M) $37 +4.97 $32
Tang. Book Value ($M) $36 +4.97 $31
TBV excl. AOCI ($M)** $38 +4.84 $33
Loan / Deposit Ratio (%) 88.40% +4.26 84.14%
Credit Quality
NPA / Total Assets (%) 1.36% +0.94 0.42%
Allowance / Loans (%) 1.30% -0.05% 1.35%
Net Charge-Off Ratio (%) 1.67% +1.13 0.54%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▃▁▁▁▃▄▅█ Net Interest Margin (%) 3.90% 3.85% 3.83% 3.86% 3.92% 3.96% 3.97% 4.08%
▂▂▁▁▃▄▄█ Return on Assets (%) 1.54% 1.51% 1.45% 1.39% 1.61% 1.66% 1.68% 2.02%
▇▇█▅▄▄▅▁ Efficiency Ratio (%) 53.7% 54.2% 55.7% 52.1% 51.1% 50.2% 52.0% 46.6%
▂▇█▃▃▅▃▁ Cost of Funds (%) 2.09% 2.35% 2.46% 2.11% 2.15% 2.24% 2.14% 1.97%
▁▁▁▂▂▃▅█ NPA / Assets (%) 0.28% 0.32% 0.37% 0.42% 0.49% 0.57% 0.94% 1.36%
▁▁▁▂▂▃▅█ Net Charge-Off Ratio (%) 0.35% 0.41% 0.46% 0.54% 0.60% 0.69% 1.14% 1.67%
▁▂▁▃▄▆▇█ Tang. Book Value ($M) $29 $31 $30 $31 $32 $34 $35 $36
▁▃▃▄▇██▇ Gross Loans ($M) $287 $306 $308 $313 $335 $343 $350 $339
▁▁▃▇▅▆▆█ Total Deposits ($M) $315 $322 $337 $367 $351 $357 $358 $378
Portfolio Composition — Q1'26
Loan Mix%
Real Estate46%
C&I / Commercial7%
Agricultural41%
Consumer5%
Other1%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)71%
Brokered / Other11%
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