Southern Heritage Bank
Jonesville, LA FDIC 20698 $100M-$500M
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.77% +0.55 1.22%
Return on Equity (%) 18.95% +4.57 14.38%
Net Interest Margin (%) 4.52% +0.41 4.11%
Efficiency Ratio (%) 62.71% -8.81 71.52%
Pre-Provision Profit ($M) $2 +0.61 $1
Cost of Funds (%) 1.43% -0.25 1.67%
Balance Sheet
Total Assets ($M) $403 +12.04 $391
Gross Loans ($M) $283 +4.85 $278
Loan Growth YoY (%) 77.60% -1.57 79.17%
Total Deposits ($M) $360 +12.06 $348
Shareholders Equity ($M) $38 +4.32 $34
Tang. Book Value ($M) $38 +4.32 $34
TBV excl. AOCI ($M)** $43 +4.89 $38
Loan / Deposit Ratio (%) 77.60% -1.57 79.17%
Credit Quality
NPA / Total Assets (%) 0.86% -0.14 1.00%
Allowance / Loans (%) 1.02% 0.33% 0.69%
Net Charge-Off Ratio (%) 0.85% -0.04 0.89%
Capital
Tier 1 Capital Ratio (%) 0.00% 0.00 0.00%
Noninterest income ($0.65M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▃▄▆▇█ Net Interest Margin (%) 3.92% 3.99% 4.00% 4.11% 4.21% 4.36% 4.42% 4.52%
▁▁▁▁▃▅▇█ Return on Assets (%) 1.25% 1.20% 1.27% 1.22% 1.36% 1.52% 1.68% 1.77%
██▇█▅▃▁▁ Efficiency Ratio (%) 71.1% 70.8% 70.3% 71.5% 67.7% 65.2% 63.4% 62.7%
▆█▇▆▆▄▃▁ Cost of Funds (%) 1.66% 1.76% 1.68% 1.67% 1.67% 1.58% 1.52% 1.43%
▁▃▇▇█▅▆▅ NPA / Assets (%) 0.56% 0.75% 1.04% 1.00% 1.11% 0.89% 0.91% 0.86%
▁▃▆▆█▆▆▅ Net Charge-Off Ratio (%) 0.42% 0.63% 0.94% 0.89% 1.13% 0.87% 0.92% 0.85%
▁▄▂▄▄▇██ Tang. Book Value ($M) $31 $34 $32 $34 $35 $37 $37 $38
▁▆▅▆█▇▇█ Gross Loans ($M) $266 $278 $276 $278 $281 $279 $279 $283
▃▁▄▅▇███ Total Deposits ($M) $342 $332 $345 $348 $357 $360 $363 $360
Portfolio Composition — Q1'26
Loan Mix%
Real Estate86%
C&I / Commercial9%
Consumer4%
Deposit Mix%
Nonint.-Bearing Demand30%
Interest-Bearing (core)63%
Brokered / Other8%
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