Wellworth Bank
Lafayette, TN FDIC 1711 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.30% +0.25 1.05%
Return on Equity (%) 13.09% +1.53 11.56%
Net Interest Margin (%) 3.82% +0.32 3.50%
Efficiency Ratio (%) 58.22% -4.10 62.32%
Pre-Provision Profit ($M) $8 +1.65 $6
Cost of Funds (%) 2.02% -0.14 2.16%
Balance Sheet
Total Assets ($M) $1,776 +77.52 $1,699
Gross Loans ($M) $1,240 +66.95 $1,173
Loan Growth YoY (%) 81.62% -1.29 82.91%
Total Deposits ($M) $1,502 +103.06 $1,399
Shareholders Equity ($M) $177 +20.58 $156
Tang. Book Value ($M) $157 +20.59 $137
TBV excl. AOCI ($M)** $177 +20.41 $156
Loan / Deposit Ratio (%) 81.62% -1.29 82.91%
Credit Quality
NPA / Total Assets (%) 0.96% +0.55 0.41%
Allowance / Loans (%) 1.11% 0.01% 1.10%
Net Charge-Off Ratio (%) 1.37% +0.78 0.59%
Capital
Tier 1 Capital Ratio (%) 13.81% +0.53 13.28%
Noninterest income ($2.65M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▄▇███ Net Interest Margin (%) 3.23% 3.24% 3.31% 3.50% 3.70% 3.77% 3.80% 3.82%
▁▁▂▂▅▆██ Return on Assets (%) 0.97% 0.98% 1.04% 1.05% 1.17% 1.22% 1.27% 1.30%
██▇█▂▁▁▁ Efficiency Ratio (%) 62.2% 62.0% 61.3% 62.3% 58.5% 58.0% 58.2% 58.2%
▅▇█▅▃▂▁▁ Cost of Funds (%) 2.16% 2.24% 2.28% 2.16% 2.11% 2.08% 2.04% 2.02%
▂▁▁▂▂▁██ NPA / Assets (%) 0.39% 0.30% 0.29% 0.41% 0.38% 0.34% 0.90% 0.96%
▁▁▁▂▂▁██ Net Charge-Off Ratio (%) 0.46% 0.43% 0.41% 0.59% 0.55% 0.48% 1.29% 1.37%
▁▃▂▄▅▇██ Tang. Book Value ($M) $124 $135 $130 $137 $142 $150 $156 $157
▁▃▄▅▆▇██ Gross Loans ($M) $1,100 $1,140 $1,166 $1,173 $1,197 $1,221 $1,232 $1,240
▁▁▁▃▄▅▆█ Total Deposits ($M) $1,360 $1,363 $1,374 $1,399 $1,422 $1,434 $1,451 $1,502
Portfolio Composition — Q1'26
Loan Mix%
Real Estate89%
C&I / Commercial6%
Consumer3%
Other1%
Deposit Mix%
Nonint.-Bearing Demand15%
Interest-Bearing (core)66%
Brokered / Other19%
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