PackageTrendsPeer
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Northwestern Mutual

Milwaukee, WI · Charter 66555

NCUA · 3 branches

Q2 2026

$285.6MAssets
$121.4MLoans
$239.8MShares
$31.6MNet Worth

NIM

NIM decomposition not available for credit unions

Non-interest income vs. expense

Non-interest trend not available for credit unions

Executive Summary

  • Earnings: ROA of 0.70%, up 10 bps year over year; NIM at 1.73%.
  • Asset quality: problem loans at 0.00% of loans (0 bps YoY).
  • Capital: net worth / assets of 11.07%, down 55 bps from a year ago.
  • Funding: loans stand at 50.62% of shares as of Q2 2026.

Financial Results

Return on Assets (quarter, annualized)

0.70%+10 bps YoY

Net Interest Margin (quarter, annualized)

1.73%+14 bps YoY

Efficiency Ratio (quarter, annualized)

64.25%-179 bps YoY

Net Worth / Assets

11.07%-55 bps YoY

Discrete quarter, annualized.

MetricQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026YoY ΔTrend
Earnings
Return on Assets0.60%0.66%0.65%0.51%0.70%+10 bps
Return on Equity5.16%5.59%5.59%4.82%6.30%+114 bps
Net Interest Margin1.58%1.64%1.62%1.64%1.73%+14 bps
Efficiency Ratio66.04%63.48%62.64%71.96%64.25%-179 bps
Growth
Asset Growth (YoY)1.54%2.52%7.55%8.92%11.75%+1,021 bps
Loan Growth (YoY)5.34%3.20%3.83%4.42%3.02%-232 bps
Share Growth (YoY)0.35%1.32%6.80%9.32%13.41%+1,306 bps
Asset Quality
Delinquent Loans / Loans0.00%0.02%0.08%0.05%0.00%0 bps
Net Charge-Offs / Loansn/an/an/an/an/an/an/a
Allowance / Loans0.00%0.00%0.00%0.00%0.00%0 bps
Capital
Risk-Based Capital11.62%11.87%11.57%10.60%11.07%-55 bps
Net Worth / Assets11.62%11.87%11.57%10.60%11.07%-55 bps
Liquidity & Funding
Loans / Shares55.73%56.34%56.04%49.11%50.62%-511 bps
Liquid Assets / Assets0.00%0.00%0.00%0.00%0.00%0 bps