Brookfield, WI · Charter 66751
NCUA · 36 branches
Q2 2026
Return on Assets (YTD, annualized)
Net Interest Margin (YTD, annualized)
Efficiency Ratio (YTD, annualized)
Net Worth / Assets
Year to date, annualized, through each quarter.
| Metric | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | YoY Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|---|
| Earnings | ||||||||||
| Return on Assets | 0.74% | 0.67% | 0.87% | 0.91% | 0.91% | 0.91% | 1.04% | 1.15% | +24 bps | |
| Return on Equity | 6.85% | 6.21% | 8.20% | 8.50% | 8.52% | 8.50% | 9.82% | 10.76% | +226 bps | |
| Net Interest Margin | 2.65% | 2.70% | 2.82% | 2.85% | 2.86% | 2.86% | 2.93% | 2.93% | +8 bps | |
| Efficiency Ratio | 72.49% | 73.15% | 70.84% | 69.48% | 69.49% | 69.39% | 65.65% | 65.11% | -436 bps | |
| Growth | ||||||||||
| Asset Growth (YoY) | 6.77% | 6.41% | 7.37% | 7.79% | 8.86% | 10.49% | 10.22% | 10.78% | +299 bps | |
| Loan Growth (YoY) | 7.88% | 7.86% | 6.04% | 4.58% | 4.95% | 5.91% | 8.64% | 10.08% | +550 bps | |
| Share Growth (YoY) | 3.89% | 6.32% | 7.85% | 8.30% | 9.70% | 11.26% | 10.98% | 11.63% | +333 bps | |
| Asset Quality | ||||||||||
| Delinquent Loans / Loans | 0.63% | 0.58% | 0.43% | 0.49% | 0.52% | 0.52% | 0.38% | 0.42% | -7 bps | |
| Net Charge-Offs / Loans | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Allowance / Loans | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0 bps | |
| Capital | ||||||||||
| Risk-Based Capital | 10.76% | 10.80% | 10.65% | 10.70% | 10.66% | 10.67% | 10.59% | 10.67% | -3 bps | |
| Net Worth / Assets | 10.76% | 10.80% | 10.65% | 10.70% | 10.66% | 10.67% | 10.59% | 10.67% | -3 bps | |
| Liquidity & Funding | ||||||||||
| Loans / Shares | 104.36% | 105.46% | 100.91% | 100.62% | 99.85% | 100.39% | 98.77% | 99.23% | -139 bps | |
| Liquid Assets / Assets | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0 bps | |