Texas National Bank
Mercedes, TX FDIC 3337 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.13% -0.20 1.33%
Return on Equity (%) 11.87% -2.12 13.99%
Net Interest Margin (%) 4.51% +0.10 4.41%
Efficiency Ratio (%) 64.82% +2.54 62.28%
Pre-Provision Profit ($M) $5 +0.61 $4
Cost of Funds (%) 1.96% -0.17 2.13%
Balance Sheet
Total Assets ($M) $1,173 +203.58 $969
Gross Loans ($M) $742 +97.96 $644
Loan Growth YoY (%) 71.13% -4.12 75.25%
Total Deposits ($M) $1,029 +184.88 $844
Shareholders Equity ($M) $113 +18.84 $94
Tang. Book Value ($M) $112 +17.67 $94
TBV excl. AOCI ($M)** $123 +22.44 $100
Loan / Deposit Ratio (%) 71.13% -4.12 75.25%
Credit Quality
NPA / Total Assets (%) 0.25% -0.11 0.36%
Allowance / Loans (%) 1.43% -0.02% 1.45%
Net Charge-Off Ratio (%) 0.28% +0.15 0.13%
Capital
Tier 1 Capital Ratio (%) 14.93% -0.21 15.13%
Noninterest income ($1.91M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▂▄▆███▇ Net Interest Margin (%) 4.03% 4.14% 4.29% 4.41% 4.55% 4.61% 4.59% 4.51%
▁▂▂▇███▄ Return on Assets (%) 0.85% 0.96% 0.98% 1.33% 1.37% 1.38% 1.41% 1.13%
█▆▇▁▁▁▁▄ Efficiency Ratio (%) 68.5% 66.2% 67.2% 62.3% 62.3% 62.2% 62.9% 64.8%
█▆▄▄▄▃▁▂ Cost of Funds (%) 2.44% 2.29% 2.12% 2.13% 2.10% 2.04% 1.89% 1.96%
██▇▄▃▄▁▁ NPA / Assets (%) 0.50% 0.50% 0.44% 0.36% 0.31% 0.35% 0.25% 0.25%
██▇▁▄▄▃▃ Net Charge-Off Ratio (%) 0.64% 0.61% 0.53% 0.13% 0.35% 0.35% 0.29% 0.28%
▁▂▂▄▅▆██ Tang. Book Value ($M) $82 $89 $89 $94 $97 $102 $109 $112
▁▃▄▄▆▆██ Gross Loans ($M) $547 $620 $628 $644 $671 $689 $736 $742
▁▂▃▄▄▅██ Total Deposits ($M) $728 $767 $804 $844 $851 $910 $1,008 $1,029
Portfolio Composition — Q1'26
Loan Mix%
Real Estate81%
C&I / Commercial17%
Consumer2%
Other1%
Deposit Mix%
Nonint.-Bearing Demand28%
Interest-Bearing (core)52%
Brokered / Other20%
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