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FIXnotes

Banks with the steepest multi-quarter rise in Consumer charge-offs

Banks whose category-specific charge-off rate is rising fastest over the trailing two years, measured by linear-regression slope of the year-to-date charge-off ratio. Acceleration in charge-offs is a leading indicator of credit-portfolio deterioration that typically precedes nonperforming-loan ratio spikes by one to three quarters.

Q4 202550 institutions
In Q4 2025, 50 institutions reported consumer charge-off velocity metrics. MIDDLESEX FEDERAL SAVINGS FA in MA led at 1000.0%, rising +146.0 per quarter, followed by HIBERNIA BANK in LA at 201.7% and EMIGRANT BANK in FL at 109.9%.
Charge-Off Velocity by Category
Sorted by Charge-Off Trend
Export CSV (Mastermind)
RankInstitutionSourceStateCharge-Off TrendTrend
1MIDDLESEX FEDERAL SAVINGS FABANKMA+146.0
2HIBERNIA BANKBANKLA+18.9
3EMIGRANT BANKBANKFL+18.0
4INDUSTRIAL BANKBANKDC+13.3
5EASTERN NATIONAL BANKBANKFL+12.4
6BANK OF ORRICKBANKMO+7.7
7GREEN DOT BK DBA BONNEVILLEBANKUT+5.2
8BANKWELL BANKBANKCT+5.2
9JEFFERSON BANKBANKMS+5.1
10PEOPLES STATE BANKBANKKS+4.5
40 more institutions match this list. Unlock metric values for every row and column sort with Foundation.
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RankInstitutionSourceStateCharge-Off TrendTrend
11MARQUETTE BANKBANKIL████████
12METABANK NATIONAL ASSNBANKSD████████
13HARLEYSVILLE BANKBANKPA████████
14BANK OF BENNINGTONBANKNE████████
15WINDSOR FS&LABANKCT████████
16UNITED SECURITY BANKBANKCA████████
17BANK OF LOUISIANABANKLA████████
18FIRST FEDERAL BANK A FSBBANKAL████████
19LINCOLN SAVINGS BANKBANKIA████████
20LINDELL BANK&TRUST COBANKMO████████
21FIRST&PEOPLES BANK&TRUST COBANKKY████████
22CALIFORNIA FIRST NBBANKCA████████
23ARTISANS BANKBANKDE████████
24FEDERAL SAVINGS BANKBANKIL████████
25CAPITAL COMMUNITY BANKBANKUT████████
26BRYANT STATE BANKBANKSD████████
27CIBM BANKBANKIL████████
28FIRST FEDERAL BANK&TRUSTBANKWY████████
29FIRST NATIONAL BANKBANKSD████████
30BANK OF SOUTHERN CA N ABANKCA████████
31INTEGRITY BANK PLUSBANKMN████████
32HARBOR BANK OF MARYLANDBANKMD████████
33FULTON SAVINGS BANKBANKNY████████
34VARO BANK NATIONAL ASSNBANKUT████████
35OPTIMUMBANKBANKFL████████
36MANUFACTURERS BANKBANKCA████████
37SUGAR RIVER BANKBANKNH████████
38BANK OF BOURBONNAISBANKIL████████
39FIRST NATIONAL BANKBANKSD████████
40HERITAGE BANK NATIONAL ASSNBANKMN████████
41WEST POINTE BANKBANKWI████████
42BEAL BANKBANKTX████████
43CAMBRIDGE SAVINGS BANKBANKMA████████
44SPRING BANKBANKNY████████
45PRIMIS BANKBANKVA████████
46PATRIOT BANK NATIONAL ASSNBANKCT████████
47FIRST SAVINGS BANKBANKSD████████
48FIRST SECURITY BANK WESTBANKND████████
49COMMUNITY FSBBANKNY████████
50BANK OF ANGUILLABANKMS████████

Methodology

This card ranks banks whose trailing two-year trend slope of category-specific year-to-date charge-off ratio meets or exceeds 0.001 per quarter (approximately 0.4 percentage points per year of rising charge-off velocity). The ratio is computed inline as charge_off_volume_ytd divided by loan_balance per (institution, quarter, category). The slope is then computed via Postgres regr_slope() over up to eight quarter-end observations within the trailing two-year window (t in quarter units; y = decimal charge-off ratio). Banks with fewer than two observations are excluded by regr_slope null-handling. Field sources: FFIEC Call Report Schedule RI-B Part I per-category charge-off codes (RIAD4635 family at the institution-total level; RIADC234, RIADC235, RIAD5411, RIAD3588, RIADC895, RIADC897, RIADC891, RIADC893, RIAD4638, RIADB514 / RIADK129 / RIADK205 for individual leaves; all pinned in lib/call-report/cdr-fields.js). Per-category charge-off volume is stored in call_report_metrics_by_category.charge_off_volume_ytd with source='fdic_cdr'; loan_balance in the same row provides the denominator. Acceleration in charge-offs typically precedes nonperforming-loan ratio spikes by one to three quarters; this card surfaces the leading-edge signal. Categories below ten qualifying banks per quarter render no landing (compute-cards skips snapshot generation; route returns 404 per spec § Empty-category filter).

Learn more about CO Velocity