The Canandaigua National Bank and Trust Company
Canandaigua, NY FDIC 6985 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.34% +0.21 1.13%
Return on Equity (%) 15.62% +1.68 13.94%
Net Interest Margin (%) 3.50% +0.33 3.17%
Efficiency Ratio (%) 58.30% -2.72 61.01%
Pre-Provision Profit ($M) $24 +4.35 $20
Cost of Funds (%) 1.86% -0.07 1.93%
Balance Sheet
Total Assets ($M) $5,457 +309.58 $5,147
Gross Loans ($M) $3,979 +180.43 $3,798
Loan Growth YoY (%) 87.20% -3.23 90.44%
Total Deposits ($M) $4,521 +361.48 $4,159
Shareholders Equity ($M) $464 +48.91 $415
Tang. Book Value ($M) $453 +49.13 $404
TBV excl. AOCI ($M)** $502 +52.09 $450
Loan / Deposit Ratio (%) 87.20% -3.23 90.44%
Credit Quality
NPA / Total Assets (%) 0.65% -0.11 0.76%
Allowance / Loans (%) 0.93% -0.05% 0.98%
Net Charge-Off Ratio (%) 0.88% -0.15 1.03%
Capital
Tier 1 Capital Ratio (%) 12.36% +0.88 11.48%
Noninterest income ($13.08M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▂▅▅▆▇█ Net Interest Margin (%) 2.80% 2.88% 2.95% 3.17% 3.22% 3.28% 3.33% 3.50%
▁▁▂▅▅▆▅█ Return on Assets (%) 0.87% 0.91% 0.94% 1.13% 1.11% 1.17% 1.15% 1.34%
█▇▆▃▂▂▃▁ Efficiency Ratio (%) 66.1% 65.0% 64.0% 61.0% 59.8% 59.5% 60.3% 58.3%
██▅▂▄▄▃▁ Cost of Funds (%) 2.23% 2.21% 2.07% 1.93% 2.01% 2.02% 1.96% 1.86%
▁██▆▇█▄▃ NPA / Assets (%) 0.59% 0.80% 0.82% 0.76% 0.77% 0.81% 0.70% 0.65%
▁▇█▇▇█▅▃ Net Charge-Off Ratio (%) 0.77% 1.04% 1.08% 1.03% 1.01% 1.08% 0.93% 0.88%
▁▁▃▃▅▆██ Tang. Book Value ($M) $379 $387 $398 $404 $421 $431 $447 $453
▁▁▃▂▆▅▇█ Gross Loans ($M) $3,748 $3,758 $3,810 $3,798 $3,900 $3,889 $3,926 $3,979
▁▁▃▅▅▆▇█ Total Deposits ($M) $3,709 $3,722 $4,011 $4,159 $4,175 $4,242 $4,384 $4,521
Portfolio Composition — Q1'26
Loan Mix%
Real Estate70%
C&I / Commercial11%
Consumer19%
Deposit Mix%
Nonint.-Bearing Demand19%
Interest-Bearing (core)56%
Brokered / Other25%
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