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FIXnotes

Bank Insights

Quarter-over-quarter rankings sourced from FDIC call-report data.

Texas Ratio Watch

Institutions where (NPLs + OREO) exceed 20% of tangible equity plus loan-loss reserves — the classic distress indicator.

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Rising NPLs by Category — CRE — commercial

Banks whose nonperforming-loan ratio for a specific CRE or 1-4 family residential category rose quarter-over-quarter.

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Rising NPLs by Category — CRE — construction

Banks whose nonperforming-loan ratio for a specific CRE or 1-4 family residential category rose quarter-over-quarter.

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Rising NPLs by Category — CRE — multifamily

Banks whose nonperforming-loan ratio for a specific CRE or 1-4 family residential category rose quarter-over-quarter.

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Rising NPLs by Category — CRE — non-residential

Banks whose nonperforming-loan ratio for a specific CRE or 1-4 family residential category rose quarter-over-quarter.

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Rising NPLs by Category — 1-4 family residential

Banks whose nonperforming-loan ratio for a specific CRE or 1-4 family residential category rose quarter-over-quarter.

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OREO Accumulators

Institutions whose Other Real Estate Owned (OREO) balance — foreclosed property held on the books — grew the most this quarter relative to total assets. A rising OREO balance signals the back-end of the credit-loss cycle, where workouts have converted to property held for sale.

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Under-Reserved Lenders

Institutions whose loss allowance is small relative to the nonperforming-loan balance they are carrying. Low coverage means future write-downs will erode capital directly rather than being absorbed by the allowance buffer.

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Capital-Pressured Institutions

Institutions that tripped a regulatory capital-pressure flag this quarter. Banks raise the flag when Tier 1 leverage drops below 5% or total risk-based capital drops below 10%; credit unions raise it when the net worth ratio drops below 7%. Within flagged institutions, those running well above their size-cohort peer median on nonperforming loans surface first.

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Hotspot Geographies

U.S. states whose institution-weighted nonperforming-loan ratio grew the most quarter-over-quarter — surfaces regions where stress is building across the local banking landscape.

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Outliers vs Peer Cohort

Institutions whose nonperforming-loan ratio is at least twice the median for their size cohort — surfaces outliers that are running well above peers regardless of absolute level.

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