Liberty Bank and Trust Company
New Orleans, LA FDIC 20856 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.90% -0.24 1.14%
Return on Equity (%) 8.06% -2.78 10.84%
Net Interest Margin (%) 4.08% +0.07 4.01%
Efficiency Ratio (%) 70.66% -3.04 73.69%
Pre-Provision Profit ($M) $4 +0.43 $3
Cost of Funds (%) 1.07% -0.09 1.16%
Balance Sheet
Total Assets ($M) $1,107 +0.31 $1,106
Gross Loans ($M) $626 -2.21 $628
Loan Growth YoY (%) 64.20% +0.12 64.08%
Total Deposits ($M) $964 -5.53 $969
Shareholders Equity ($M) $124 +5.66 $118
Tang. Book Value ($M) $123 +5.72 $117
TBV excl. AOCI ($M)** $139 +6.91 $132
Loan / Deposit Ratio (%) 64.20% +0.12 64.08%
Credit Quality
NPA / Total Assets (%) 0.84% +0.23 0.61%
Allowance / Loans (%) 1.21% 0.04% 1.17%
Net Charge-Off Ratio (%) 1.11% +0.29 0.82%
Capital
Tier 1 Capital Ratio (%) 19.23% -0.05 19.29%
Noninterest income ($1.64M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▂███▅ Net Interest Margin (%) 3.98% 4.02% 4.06% 4.01% 4.14% 4.14% 4.15% 4.08%
▇██▆▅▄▁▁ Return on Assets (%) 1.20% 1.25% 1.22% 1.14% 1.07% 1.03% 0.86% 0.90%
▂▁▁█▄▄█▄ Efficiency Ratio (%) 69.3% 68.3% 68.2% 73.7% 71.0% 70.4% 74.0% 70.7%
▁▆█▇▇▇▅▄ Cost of Funds (%) 0.94% 1.15% 1.22% 1.16% 1.15% 1.17% 1.10% 1.07%
▆█▁▁▁▁▃▇ NPA / Assets (%) 0.80% 0.89% 0.58% 0.61% 0.60% 0.57% 0.67% 0.84%
▇█▁▂▁▁▃▆ Net Charge-Off Ratio (%) 1.22% 1.28% 0.76% 0.82% 0.81% 0.74% 0.90% 1.11%
▁▅▂▅▇█▇▇ Tang. Book Value ($M) $108 $118 $111 $117 $122 $126 $122 $123
▁█▅▅▃▃▃▄ Gross Loans ($M) $612 $643 $630 $628 $620 $621 $622 $626
▁▄▂███▅▇ Total Deposits ($M) $934 $949 $940 $969 $969 $971 $957 $964
Portfolio Composition — Q1'26
Loan Mix%
Real Estate81%
C&I / Commercial11%
Consumer2%
Other5%
Deposit Mix%
Nonint.-Bearing Demand23%
Interest-Bearing (core)58%
Brokered / Other19%
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