Jefferson Bank
San Antonio, TX FDIC 16470 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.06% +0.14 0.92%
Return on Equity (%) 12.77% -0.19 12.96%
Net Interest Margin (%) 3.57% +0.44 3.13%
Efficiency Ratio (%) 74.64% -3.92 78.55%
Pre-Provision Profit ($M) $8 +2.24 $6
Cost of Funds (%) 1.45% -0.23 1.68%
Balance Sheet
Total Assets ($M) $2,795 -44.34 $2,839
Gross Loans ($M) $1,916 +23.54 $1,892
Loan Growth YoY (%) 75.07% +2.47 72.60%
Total Deposits ($M) $2,531 -54.27 $2,585
Shareholders Equity ($M) $240 +34.44 $206
Tang. Book Value ($M) $238 +34.44 $204
TBV excl. AOCI ($M)** $262 +29.58 $233
Loan / Deposit Ratio (%) 75.07% +2.47 72.60%
Credit Quality
NPA / Total Assets (%) 0.57% +0.19 0.38%
Allowance / Loans (%) 0.82% 0.01% 0.82%
Net Charge-Off Ratio (%) 0.82% +0.26 0.56%
Capital
Tier 1 Capital Ratio (%) 12.64% +0.70 11.93%
Noninterest income ($8.97M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▆▇▇█ Net Interest Margin (%) 2.48% 2.55% 2.67% 3.13% 3.28% 3.37% 3.40% 3.57%
▁▁▁▇▆███ Return on Assets (%) 0.49% 0.54% 0.55% 0.92% 0.91% 1.03% 0.99% 1.06%
█▇▇▃▃▂▂▁ Efficiency Ratio (%) 87.9% 85.8% 85.0% 78.6% 78.6% 76.4% 77.1% 74.6%
██▆▃▂▃▁▁ Cost of Funds (%) 2.17% 2.18% 1.96% 1.68% 1.62% 1.65% 1.51% 1.45%
▃▃▆▅▃▁▁█ NPA / Assets (%) 0.23% 0.25% 0.41% 0.38% 0.24% 0.08% 0.09% 0.57%
▃▄▆▆▃▁▁█ Net Charge-Off Ratio (%) 0.37% 0.39% 0.61% 0.56% 0.32% 0.10% 0.14% 0.82%
▁▃▃▄▅▇██ Tang. Book Value ($M) $172 $195 $195 $204 $209 $225 $236 $238
▁▂▅▆▅█▇█ Gross Loans ($M) $1,846 $1,862 $1,889 $1,892 $1,883 $1,911 $1,904 $1,916
▄▃▅▃▂▁█▁ Total Deposits ($M) $2,611 $2,593 $2,645 $2,585 $2,563 $2,532 $2,724 $2,531
Portfolio Composition — Q1'26
Loan Mix%
Real Estate88%
C&I / Commercial10%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand32%
Interest-Bearing (core)46%
Brokered / Other22%
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