Bank of the James
Lynchburg, VA FDIC 35207 $500M-$2B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.91% +0.68 0.23%
Return on Equity (%) 12.04% +8.74 3.30%
Net Interest Margin (%) 3.74% +0.25 3.49%
Efficiency Ratio (%) 75.61% -16.27 91.88%
Pre-Provision Profit ($M) $3 +1.98 $1
Cost of Funds (%) 1.13% -0.19 1.33%
Balance Sheet
Total Assets ($M) $1,053 +50.30 $1,003
Gross Loans ($M) $658 +4.06 $654
Loan Growth YoY (%) 67.97% -2.45 70.42%
Total Deposits ($M) $959 +40.27 $919
Shareholders Equity ($M) $80 +8.39 $71
Tang. Book Value ($M) $80 +8.39 $71
TBV excl. AOCI ($M)** $92 +10.99 $81
Loan / Deposit Ratio (%) 67.97% -2.45 70.42%
Credit Quality
NPA / Total Assets (%) 0.14% -0.04 0.18%
Allowance / Loans (%) 0.94% -0.13% 1.07%
Net Charge-Off Ratio (%) 0.22% -0.05 0.27%
Capital
Tier 1 Capital Ratio (%) 12.12% +0.27 11.84%
Noninterest income ($2.45M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▃▅▆▇█ Net Interest Margin (%) 3.38% 3.38% 3.45% 3.49% 3.59% 3.64% 3.68% 3.74%
▇▇▆▁▅▆▇█ Return on Assets (%) 0.78% 0.75% 0.72% 0.23% 0.60% 0.70% 0.78% 0.91%
▃▂▃█▅▃▂▁ Efficiency Ratio (%) 79.9% 79.6% 80.5% 91.9% 84.7% 81.6% 78.8% 75.6%
███▄▃▄▃▁ Cost of Funds (%) 1.51% 1.55% 1.55% 1.33% 1.28% 1.34% 1.28% 1.13%
▁▄▇███▇▅ NPA / Assets (%) 0.08% 0.13% 0.17% 0.18% 0.18% 0.19% 0.17% 0.14%
▁▄▇███▇▅ Net Charge-Off Ratio (%) 0.13% 0.20% 0.25% 0.27% 0.28% 0.29% 0.25% 0.22%
▁▆▁▃▂▅██ Tang. Book Value ($M) $69 $76 $68 $71 $70 $75 $78 $80
▁▂▄▅▆▇█▆ Gross Loans ($M) $628 $637 $647 $654 $660 $663 $671 $658
▁▃▁▄▄▄▆█ Total Deposits ($M) $888 $910 $890 $919 $918 $922 $941 $959
Portfolio Composition — Q1'26
Loan Mix%
Real Estate88%
C&I / Commercial9%
Agricultural1%
Consumer2%
Deposit Mix%
Nonint.-Bearing Demand15%
Interest-Bearing (core)80%
Brokered / Other5%
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