UMB FINANCIAL CORP, 10-Q filed on 4/30/2026
Quarterly Report
v3.26.1
Document and Entity Information - shares
3 Months Ended
Mar. 31, 2026
Apr. 27, 2026
Document And Entity Information [Line Items]    
Document Type 10-Q  
Amendment Flag false  
Document Period End Date Mar. 31, 2026  
Document Fiscal Year Focus 2026  
Document Fiscal Period Focus Q1  
Entity Registrant Name UMB FINANCIAL CORP  
Entity Central Index Key 0000101382  
Current Fiscal Year End Date --12-31  
Entity Current Reporting Status Yes  
Entity Interactive Data Current Yes  
Entity Filer Category Large Accelerated Filer  
Entity Small Business false  
Entity Emerging Growth Company false  
Entity Shell Company false  
Entity Common Stock, Shares Outstanding   75,978,727
Entity File Number 001-38481  
Entity Incorporation, State or Country Code MO  
Entity Tax Identification Number 43-0903811  
Entity Address, Address Line One 1010 Grand Boulevard  
Entity Address, City or Town Kansas City  
Entity Address, State or Province MO  
Entity Address, Postal Zip Code 64106  
City Area Code 816  
Local Phone Number 860-7000  
Document Quarterly Report true  
Document Transition Report false  
Common Stock [Member]    
Document And Entity Information [Line Items]    
Trading Symbol UMBF  
Title of 12(b) Security Common Stock, $1.00 Par Value  
Security Exchange Name NASDAQ  
Series B Preferred Stock [Member]    
Document And Entity Information [Line Items]    
Trading Symbol UMBFO  
Title of 12(b) Security Depositary Shares, each representing 1/400th interest in a share of 7.75% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock Series B  
Security Exchange Name NASDAQ  
v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
ASSETS    
Loans $ 40,134,325 $ 38,779,408
Allowance for credit losses on loans (425,876) (419,478)
Net loans 39,708,449 38,359,930
Loans held for sale 4,471 2,030
Securities:    
Available for sale (amortized cost of $14,037,520 and $13,999,900, ( respectively) 13,660,886 13,709,141
Held to maturity, net of allowance for credit losses of $3,357 and $1,684, respectively (fair value of $5,172,564 and $5,250,465, respectively) 5,699,881 5,722,543
Trading securities 24,205 22,331
Other securities 685,590 676,300
Total securities 20,070,562 20,130,315
Federal funds sold and securities purchased under agreements to resell 1,524,669 1,548,093
Interest-bearing due from banks 5,655,290 6,940,535
Cash and due from banks 735,829 952,547
Premises and equipment, net 391,020 398,271
Accrued income 342,685 349,639
Goodwill 1,837,594 1,839,825
Other intangibles, net 463,409 486,869
Other assets 1,940,183 2,086,036
Total assets 72,674,161 73,094,090
Deposits:    
Noninterest-bearing demand 17,041,696 17,143,341
Interest-bearing demand and savings 39,728,542 39,752,587
Time deposits under $250,000 1,823,536 1,934,617
Time deposits of $250,000 or more 1,386,982 1,826,245
Total deposits 59,980,756 60,656,790
Federal funds purchased and repurchase agreements 3,550,738 3,324,938
Long-term debt 477,164 474,229
Accrued expenses and taxes 309,932 435,351
Other liabilities 528,574 509,214
Total liabilities 64,847,164 65,400,522
SHAREHOLDERS' EQUITY    
Series B Fixed-Rate Reset Non-Cumulative Perpetual Preferred stock, $0.01 par value; 30,000 authorized, issued and outstanding 294,066 294,066
Common stock, $1.00 par value; 160,000,000 shares authorized; 78,665,809 shares issued, 75,977,250 and 75,960,675 shares outstanding, respectively 78,666 78,666
Capital surplus 4,006,726 4,011,047
Retained earnings 3,958,611 3,736,413
Accumulated other comprehensive loss, net (331,350) (261,520)
Treasury stock, 2,688,559 and 2,705,134 shares, at cost, respectively (179,722) (165,104)
Total shareholders' equity 7,826,997 7,693,568
Total liabilities and shareholders' equity $ 72,674,161 $ 73,094,090
v3.26.1
Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Available for sale securities, amortized cost $ 14,037,520 $ 13,999,900
Held to maturity securities, allowance for credit losses 3,357 1,684
Held to Maturity, Fair value $ 5,172,564 $ 5,250,465
Preferred stock, par value $ 0.01 $ 0.01
Preferred stock, shares authorized 30,000 30,000
Preferred stock, shares issued 30,000 30,000
Preferred stock, shares outstanding 30,000 30,000
Common stock, par value $ 1.00 $ 1.00
Common stock, shares authorized 160,000,000 160,000,000
Common stock, shares issued 78,665,809 78,665,809
Common stock, shares outstanding 75,977,250 75,960,675
Treasury stock, shares 2,688,559 2,705,134
v3.26.1
Consolidated Statements of Income - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
INTEREST INCOME    
Loans $ 633,078 $ 527,404
Securities:    
Taxable interest 145,299 98,296
Tax-exempt interest 34,454 29,963
Total securities income 179,753 128,259
Federal funds and resell agreements 16,063 6,952
Interest-bearing due from banks 37,902 74,985
Trading securities 271 370
Total interest income 867,067 737,970
INTEREST EXPENSE    
Deposits 292,373 303,406
Federal funds and repurchase agreements 29,698 25,790
Other 10,630 11,135
Total interest expense 332,701 340,331
Net interest income 534,366 397,639
Provision for credit losses 27,000 86,000
Net interest income after provision for credit losses 507,366 311,639
NONINTEREST INCOME    
Trust and securities processing 94,667 79,781
Trading and investment banking 7,740 5,911
Service charges on deposit accounts 29,474 27,457
Insurance fees and commissions 255 178
Brokerage fees 21,089 18,102
Bankcard fees 28,878 26,293
Investment securities gains (losses), net 3,046 (4,782)
Other 19,644 13,258
Total noninterest income 204,793 166,198
NONINTEREST EXPENSE    
Salaries and employee benefits 219,681 221,398
Occupancy, net 19,075 16,069
Equipment 13,320 16,948
Supplies and services 5,604 4,785
Marketing and business development 13,792 7,998
Processing fees 42,059 40,850
Legal and consulting 9,087 28,606
Bankcard 11,841 12,795
Amortization of other intangible assets 23,460 17,482
Regulatory fees 8,270 8,237
Other 14,694 9,619
Total noninterest expense 380,883 384,787
Income before income taxes 331,276 93,050
Income tax expense 69,838 11,717
NET INCOME 261,438 81,333
Less: Preferred dividends 5,813 2,013
NET INCOME AVAILABLE TO COMMON SHAREHOLDERS $ 255,625 $ 79,320
PER SHARE DATA    
Net income per common share - basic $ 3.36 $ 1.22
Net income per common share - diluted 3.35 1.21
Dividends per common share $ 0.43 $ 0.4
Weighted average common shares outstanding -- basic 76,032,620 65,063,262
Weighted average common shares outstanding -- diluted 76,399,233 65,496,058
v3.26.1
Consolidated Statements of Comprehensive Income - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Statement of Comprehensive Income [Abstract]    
Net income $ 261,438 $ 81,333
Unrealized gains and losses on debt securities:    
Change in unrealized holding gains and losses, net (85,472) 76,235
Less: Reclassification adjustment for net gains included in net income (403) (390)
Amortization of net unrealized loss on securities transferred from available-for-sale to held-to-maturity 7,088 8,290
Change in unrealized gains and losses on debt securities (78,787) 84,135
Unrealized gains and losses on derivative hedges:    
Change in unrealized gains and losses on derivative hedges, net (16,053) 22,646
Less: Reclassification adjustment for net gains included in net income (797) (24)
Change in unrealized gains and losses on derivative hedges (16,850) 22,622
Other comprehensive (loss) income, before tax (95,637) 106,757
Income tax benefit (expense) 25,807 (26,405)
Other comprehensive (loss) income (69,830) 80,352
Comprehensive income $ 191,608 $ 161,685
v3.26.1
Consolidated Statements of Changes in Shareholders' Equity - USD ($)
$ in Thousands
Total
Preferred Stock
Common Stock
Capital Surplus
Retained Earnings
Accumulated Other Comprehensive (Loss) Income
Treasury Stock
Beginning Balance at Dec. 31, 2024 $ 3,466,541   $ 55,057 $ 1,145,638 $ 3,174,948 $ (573,050) $ (336,052)
Total comprehensive income 161,685       81,333 80,352  
Preferred dividends (2,013)       (2,013)    
Common dividends (29,402)       (29,402)    
Purchase of treasury stock (15,434)           (15,434)
Issuances of equity awards, net of forfeitures 800     (15,595)     16,395
Recognition of equity-based compensation 32,419     32,419      
Sale of treasury stock 176     116     60
Exercise of stock options 305     126     179
Common stock issuance 235,141     67,056     168,085
Stock issuance for acquisition, net of issuance costs 2,898,216 $ 110,705 23,609 2,763,902      
Ending Balance at Mar. 31, 2025 6,748,434 110,705 78,666 3,993,662 3,224,866 (492,698) (166,767)
Beginning Balance at Dec. 31, 2025 7,693,568 294,066 78,666 4,011,047 3,736,413 (261,520) (165,104)
Total comprehensive income 191,608       261,438 (69,830)  
Preferred dividends (5,813)       (5,813)    
Common dividends (33,427)       (33,427)    
Purchase of treasury stock (32,814)           (32,814)
Issuances of equity awards, net of forfeitures 1,499     (16,311)     17,810
Recognition of equity-based compensation 11,924     11,924      
Sale of treasury stock 169     83     86
Exercise of stock options 283     (17)     300
Ending Balance at Mar. 31, 2026 $ 7,826,997 $ 294,066 $ 78,666 $ 4,006,726 $ 3,958,611 $ (331,350) $ (179,722)
v3.26.1
Consolidated Statements of Changes in Shareholders' Equity (Parenthetical) - $ / shares
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Preferred dividends, per share $ 193.75 $ 175
Dividends per common share $ 0.43 $ 0.4
v3.26.1
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
OPERATING ACTIVITIES    
Net income $ 261,438 $ 81,333
Adjustments to reconcile net income to net cash provided by operating activities:    
Provision for credit losses 27,000 86,000
Net accretion of premiums and discounts from acquisition (45,184) (26,435)
Depreciation and amortization 35,094 29,366
Amortization of debt issuance costs 106 219
Deferred income tax expense 21,123 16,710
Net increase in trading securities and other earning assets (1,874) (6,928)
(Gains) losses on investment securities, net (3,046) 4,782
Losses on sales of assets 919 18
Amortization of securities premiums, net of discount accretion (2,935) 5,126
Originations of loans held for sale (28,967) (18,279)
Gains on sales of loans held for sale, net (706) (453)
Proceeds from sales of loans held for sale 27,232 16,389
Equity-based compensation 13,423 12,830
Changes in:    
Accrued income 6,954 12,271
Accrued expenses and taxes (123,188) (59,461)
Other assets and liabilities, net 173,884 209,533
Net cash provided by operating activities 361,273 363,021
Securities held to maturity:    
Maturities, calls and principal repayments 101,529 115,631
Purchases (74,398) (9,049)
Securities available for sale:    
Sales 51,771 611,423
Maturities, calls and principal repayments 532,468 386,343
Purchases (606,550) (914,361)
Equity securities with readily determinable fair values:    
Sales 20,431  
Purchases (105) (291)
Equity securities without readily determinable fair values:    
Sales 7,708 40
Maturities, calls and principal repayments 9,901 8,210
Purchases (33,956) (62,810)
Payment of tax equity investment commitments (22,684) (21,871)
Net increase in loans (1,346,054) (481,826)
Net decrease (increase) in fed funds sold and resell agreements 23,424 (91,069)
Net cash activity from acquisitions and divestitures   174,985
Net (increase) decrease in interest-bearing balances due from other financial institutions (8,667) 956,440
Net purchases of premises and equipment (4,517) (8,823)
Proceeds from bank-owned and company-owned life insurance death benefit   232
Net cash (used in) provided by investing activities (1,349,699) 663,204
FINANCING ACTIVITIES    
Net (decrease) increase in demand and savings deposits (125,690) 1,533,318
Net decrease in time deposits (550,344) (504,295)
Net increase (decrease) in fed funds purchased and repurchase agreements 225,800 (72,365)
Repayment of long-term debt   (11,055)
Cash dividends paid (39,611) (30,117)
Payment of common stock issuance costs   (524)
Proceeds from exercise of stock options and sales of treasury shares 452 481
Purchases of treasury stock (32,814) (15,434)
Common stock issuance   235,141
Net cash (used in) provided by financing activities (522,207) 1,135,150
(Decrease) increase in cash and cash equivalents (1,510,633) 2,161,375
Cash and cash equivalents at beginning of period 7,771,973 8,448,691
Cash and cash equivalents at end of period 6,261,340 10,610,066
Supplemental disclosures:    
Income tax (refunds) payments (1,370) 1,732
Total interest payments 345,994 326,798
Noncash disclosures:    
Acquisition of tax equity investments   14,036
Commitment to fund tax equity investments   14,036
Transfer of loans to other real estate owned $ 354 486
Transfer of loans to other repossessed assets   10
Stock based compensation as consideration for acquisition   20,389
Common Stock    
Noncash disclosures:    
Issuance of stock as consideration for acquisition   2,783,510
Preferred Stock    
Noncash disclosures:    
Issuance of stock as consideration for acquisition   $ 115,230
v3.26.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Pay vs Performance Disclosure    
Net Income (Loss) $ 261,438 $ 81,333
v3.26.1
Insider Trading Arrangements
3 Months Ended
Mar. 31, 2026
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.26.1
Financial Statement Presentation
3 Months Ended
Mar. 31, 2026
Accounting Policies [Abstract]  
Financial Statement Presentation

1. Financial Statement Presentation

The Consolidated Financial Statements include the accounts of UMB Financial Corporation and its subsidiaries (collectively, the Company) after the elimination of all intercompany transactions. In the opinion of management of the Company, all adjustments relating to items that are of a normal recurring nature and necessary for a fair presentation of the financial position and results of operations have been made. The results of operations and cash flows for the interim periods presented may not be indicative of the results of the full year ending December 31, 2026. The financial statements should be read in conjunction with “Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations” within this Quarterly Report on Form 10-Q (the Form 10-Q) and in conjunction with the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the Securities and Exchange Commission (SEC) on February 26, 2026 (the Form 10-K).

The Company is a financial holding company, which offers a wide range of banking and other financial services to its customers through its branches and offices. The Company’s national bank, UMB Bank, National Association (the Bank), has its principal office in Missouri as well as branches and offices primarily located in the Midwestern, Southwestern, and Western regions of the United States.

v3.26.1
Summary of Significant Accounting Policies
3 Months Ended
Mar. 31, 2026
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies

2. Summary of Significant Accounting Policies

The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America (U.S. GAAP) requires management to make estimates and assumptions that affect the reported amount of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements. These estimates and assumptions also impact reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. A summary of the significant accounting policies to assist the reader in understanding the financial presentation is provided in the Notes to Consolidated Financial Statements in the Form 10-K.

Business Combinations

The Company accounts for business combinations using the purchase method of accounting in accordance with FASB ASC Topic 805, Business Combinations, which requires assets acquired and liabilities assumed to be recognized at fair value as of the acquisition date.

On January 31, 2025 (Acquisition Date), the Company acquired Heartland Financial USA, Inc. (HTLF) pursuant to an Agreement and Plan of Merger, dated as of April 28, 2024. See Note 13, “Acquisition” for additional information.

Cash and cash equivalents

Cash and cash equivalents includes Cash and due from banks and amounts due from the Federal Reserve Bank (FRB). Cash on hand, cash items in the process of collection, and amounts due from correspondent banks are included in Cash and due from banks. Amounts due from the FRB are interest-bearing for all periods presented and are included in the Interest-bearing due from banks line on the Company’s Consolidated Balance Sheets.

This table provides a summary of cash and cash equivalents as presented on the Consolidated Statements of Cash Flows as of March 31, 2026 and March 31, 2025 (in thousands):

 

 

March 31,

 

 

 

2026

 

 

2025

 

Due from the FRB

 

$

5,525,511

 

 

$

9,692,616

 

Cash and due from banks

 

 

735,829

 

 

 

917,450

 

Cash and cash equivalents at end of period

 

$

6,261,340

 

 

$

10,610,066

 

 

Also included in the Interest-bearing due from banks, but not considered cash and cash equivalents, are interest-bearing accounts held at other financial institutions, which totaled $129.8 million and $119.3 million at March 31, 2026 and March 31, 2025, respectively.

Acquired Loans

Acquired loans are initially recorded at fair value. The Company’s accounting methods for acquired loans depends on whether or not the loan reflects more than insignificant credit deterioration since origination at the date of acquisition.

Non-Purchased Credit Deteriorated Loans

Non-purchased credit deteriorated (Non-PCD) loans do not reflect more than insignificant credit deterioration since origination at the date of acquisition. These loans are recorded at fair value and an increase to the allowance for credit losses (ACL) is recorded with a corresponding increase to the provision for credit losses at the date of acquisition. The difference between fair value and the unpaid principal balance at the acquisition date is amortized or accreted to interest income over the contractual life of the loan using the effective interest method.

Purchased Credit Deteriorated Loans

Purchased loans that reflect a more than insignificant credit deterioration since origination at the date of acquisition are classified as purchased credit deteriorated (PCD) loans. PCD loans are recorded at fair value plus the ACL expected at the time of acquisition. Under this method, there is no provision for credit losses on acquisition of PCD loans. The non-credit-related difference between fair value and the unpaid principal balance at the acquisition date is amortized or accreted to interest income over the contractual life of the loan using the effective interest method.

Per Share Data

Basic net income per common share is computed using net income available to common shareholders and the weighted average number of shares of common stock outstanding during each period. Diluted net income per common share is determined using net income available to common shareholders and the weighted average common shares and assumed incremental common shares issued. The following table provides the amounts used in the determination of basic and diluted net income per common share for the three months ended March 31, 2026 and 2025 (in thousands, except share and per share data):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Net income

 

$

261,438

 

 

$

81,333

 

Less: Preferred dividends

 

 

5,813

 

 

 

2,013

 

Net income available to common shareholders

 

$

255,625

 

 

$

79,320

 

 

 

 

 

 

 

 

Weighted average common shares outstanding for basic earnings per share

 

 

76,032,620

 

 

 

65,063,262

 

Assumed incremental common shares issued upon vesting of outstanding restricted stock units

 

 

366,613

 

 

 

432,796

 

Weighted average common shares for diluted earnings per share

 

 

76,399,233

 

 

 

65,496,058

 

Net income per common share – basic

 

$

3.36

 

 

$

1.22

 

Net income per common share – diluted

 

 

3.35

 

 

 

1.21

 

Number of antidilutive restricted stock units excluded from diluted earnings per share computation

 

 

202,485

 

 

 

 

Number of antidilutive stock options excluded from diluted earnings per share computation

 

 

 

 

 

4,962

 

 

Derivatives

The Company records all derivatives on the Consolidated Balance Sheets at fair value. The accounting for changes in the fair value of derivatives depends on the intended use of the derivative, whether the Company has elected to designate a derivative in a hedging relationship and apply hedge accounting and whether the hedging relationship has satisfied the criteria necessary to apply hedge accounting. Currently, 15 of the Company’s derivatives are designated in qualifying hedging relationships. However, the remainder of the Company’s derivatives are not designated in qualifying hedging relationships, as the derivatives are not used to manage risks within the Company’s assets or liabilities. All changes in fair value of the Company’s non-designated derivatives and fair value hedges are recognized directly in earnings. Changes in fair value of the Company’s cash flow hedges are recognized in accumulated other comprehensive income (AOCI) and are reclassified to earnings when the hedged transaction affects earnings.

v3.26.1
New Accounting Pronouncements
3 Months Ended
Mar. 31, 2026
Accounting Changes And Error Corrections [Abstract]  
New Accounting Pronouncements

3. New Accounting Pronouncements

 

Income Statement Reporting In November 2024, the FASB issued Accounting Standards Update (ASU) No. 2024-03, “Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40).” The amendments in this update require additional disclosures providing disaggregated information about prescribed categories underlying relevant income statement expense captions. The amendments in this update are effective for fiscal years beginning January 1, 2027, and interim periods beginning January 1, 2028. Early adoption is permitted and should be applied on a prospective basis. The adoption of this accounting pronouncement will have no impact on the Consolidated Financial Statements aside from additional disclosures.

v3.26.1
Loans and Allowance for Credit Losses
3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Loans and Allowance for Credit Losses

4. Loans and Allowance for Credit Losses

Loan Origination/Risk Management

The Company has certain lending policies and procedures in place that are designed to minimize the level of risk within the loan portfolio. Diversification of the loan portfolio manages the risk associated with fluctuations in economic conditions. Authority levels are established for the extension of credit to ensure consistency throughout the Company. It is necessary that policies, processes, and practices implemented to control the risks of individual credit transactions and portfolio segments are sound and adhered to. The Company maintains an independent loan review department that reviews and validates the risk assessment on a continual basis. Management regularly evaluates the results of the loan reviews. The loan review process complements and reinforces the risk identification and assessment decisions made by lenders and credit personnel, as well as the Company’s policies and procedures.

Commercial and industrial loans are underwritten after evaluating and understanding the borrower’s ability to operate profitably and prudently expand its business. Commercial loans are made based on the identified cash flows of the borrower and on the underlying collateral provided by the borrower. The cash flows of the borrower, however, may not be as expected and the collateral securing these loans may fluctuate in value. Most commercial loans are secured by the assets being financed or other business assets such as accounts receivable or inventory and may incorporate a personal guarantee. In the case of loans secured by accounts receivable, the availability of funds for the repayment of these loans may be substantially dependent on the ability of the borrower to collect amounts from its customers. Beginning with the third quarter 2025, commercial and industrial loans include all loans to Non-Depository Financial Institutions (NDFIs), which includes a wide range of financial entities that provide services similar to those of traditional banks but do not accept deposits from the general public and are not regulated by the same federal banking agencies. Previously reported balances have been reclassified for purposes of comparability.

Specialty lending loans include Asset-based loans, which are offered primarily in the form of revolving lines of credit to commercial borrowers that do not generally qualify for traditional bank financing. Asset-based loans are underwritten based primarily upon the value of the collateral pledged to secure the loan, rather than on the borrower’s general financial condition. The Company utilizes pre-loan due diligence techniques, monitoring disciplines, and loan management practices common within the asset-based lending industry to underwrite loans to these borrowers.

Commercial real estate loans are subject to underwriting standards and processes similar to commercial loans, in addition to those of real estate loans. These loans are viewed primarily as cash flow loans and secondarily as

loans secured by real estate. Commercial real estate lending typically involves higher loan principal amounts, and the repayment of these loans is largely dependent on the successful operation of the property securing the loan or the business conducted on the property securing the loan. The Company requires that an appraisal of the collateral be made at origination and on an as-needed basis, in conformity with current market conditions and regulatory requirements. The underwriting standards address both owner and non-owner-occupied real estate. Also included in Commercial real estate are Construction loans that are underwritten using feasibility studies, independent appraisal reviews, sensitivity analysis or absorption and lease rates, and financial analysis of the developers and property owners. Construction loans are based upon estimates of costs and value associated with the complete project. Construction loans often involve the disbursement of substantial funds with repayment substantially dependent on the success of the ultimate project. Sources of repayment for these types of loans may be pre-committed permanent loans, sales of developed property or an interim loan commitment from the Company until permanent financing is obtained. These loans are closely monitored by on-site inspections and are considered to have higher risks than other real estate loans due to their repayment being sensitive to interest rate changes, governmental regulation of real property, economic conditions, completion of the construction project, and the availability of long-term financing.

Consumer real estate loans, including residential real estate and home equity loans, are underwritten based on the borrower’s loan-to-value percentage, collection remedies, and overall credit history.

Consumer loans are underwritten based on the borrower’s repayment ability. The Company monitors delinquencies on all of its consumer loans and leases. The underwriting and review practices combined with the relatively small loan amounts that are spread across many individual borrowers, minimizes risk. Consumer loans and leases that are 90 days past due or more are considered non-performing.

Credit cards include both commercial and consumer credit cards. Commercial credit cards are generally unsecured and are underwritten with criteria similar to commercial loans, including an analysis of the borrower’s cash flow, available business capital, and overall creditworthiness of the borrower. Consumer credit cards are underwritten based on the borrower’s repayment ability. The Company monitors delinquencies on all of its consumer credit cards and periodically reviews the distribution of credit scores relative to historical periods to monitor credit risk on its consumer credit card loans.

Credit risk is a potential loss resulting from nonpayment of either the primary or secondary exposure. Credit risk is mitigated with formal risk management practices and a thorough initial credit-granting process including consistent underwriting standards and approval process. Control factors or techniques to minimize credit risk include knowing the client, understanding total exposure, analyzing the client and debtor’s financial capacity, and monitoring the client’s activities. Credit risk and portions of the portfolio risk are managed through concentration considerations, average risk ratings, and other aggregate characteristics.

Loan Aging Analysis

The following tables provide a summary of loan classes and an aging of past due loans at March 31, 2026 and December 31, 2025 (in thousands):

 

 

March 31, 2026

 

 

 

30-89
Days Past
Due and
Accruing

 

 

Greater than
90 Days Past
Due and
Accruing

 

 

Nonaccrual
Loans

 

 

Total
Past Due

 

 

Current

 

 

Total Loans

 

Loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial and industrial

 

$

8,811

 

 

$

1

 

 

$

55,975

 

 

$

64,787

 

 

$

17,003,977

 

 

$

17,068,764

 

Specialty lending

 

 

 

 

 

 

 

 

 

 

 

 

 

 

646,027

 

 

 

646,027

 

Commercial real estate

 

 

8,647

 

 

 

959

 

 

 

63,436

 

 

 

73,042

 

 

 

16,554,028

 

 

 

16,627,070

 

Consumer real estate

 

 

11,631

 

 

 

 

 

 

31,103

 

 

 

42,734

 

 

 

4,386,994

 

 

 

4,429,728

 

Consumer

 

 

568

 

 

 

5,182

 

 

 

147

 

 

 

5,897

 

 

 

230,085

 

 

 

235,982

 

Credit cards

 

 

10,603

 

 

 

8,782

 

 

 

589

 

 

 

19,974

 

 

 

697,857

 

 

 

717,831

 

Leases and other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

408,923

 

 

 

408,923

 

Total loans

 

$

40,260

 

 

$

14,924

 

 

$

151,250

 

 

$

206,434

 

 

$

39,927,891

 

 

$

40,134,325

 

 

 

 

December 31, 2025

 

 

 

30-89
Days Past
Due and
Accruing

 

 

Greater than
90 Days Past
Due and
Accruing

 

 

Nonaccrual
Loans

 

 

Total
Past Due

 

 

Current

 

 

Total Loans

 

Loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial and industrial

 

$

36,391

 

 

$

6,417

 

 

$

26,633

 

 

$

69,441

 

 

$

16,201,079

 

 

$

16,270,520

 

Specialty lending

 

 

 

 

 

 

 

 

 

 

 

 

 

 

518,237

 

 

 

518,237

 

Commercial real estate

 

 

24,786

 

 

 

 

 

 

86,838

 

 

 

111,624

 

 

 

16,264,615

 

 

 

16,376,239

 

Consumer real estate

 

 

10,451

 

 

 

244

 

 

 

29,910

 

 

 

40,605

 

 

 

4,395,863

 

 

 

4,436,468

 

Consumer

 

 

689

 

 

 

5,237

 

 

 

777

 

 

 

6,703

 

 

 

232,108

 

 

 

238,811

 

Credit cards

 

 

9,194

 

 

 

6,505

 

 

 

508

 

 

 

16,207

 

 

 

684,526

 

 

 

700,733

 

Leases and other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

238,400

 

 

 

238,400

 

Total loans

 

$

81,511

 

 

$

18,403

 

 

$

144,666

 

 

$

244,580

 

 

$

38,534,828

 

 

$

38,779,408

 

 

The Company sold consumer real estate loans with proceeds of $27.2 million and $16.4 million in the secondary market without recourse during the three months ended March 31, 2026 and 2025, respectively.

The Company has ceased the recognition of interest on loans with a carrying value of $151.3 million and $144.7 million at March 31, 2026 and December 31, 2025, respectively. Restructured loans totaled $163 thousand and $169 thousand at March 31, 2026 and December 31, 2025, respectively. Loans 90 days past due and still accruing interest amounted to $14.9 million and $18.4 million at March 31, 2026 and December 31, 2025, respectively. All interest accrued but not received for loans placed on nonaccrual is reversed against interest income. There was an insignificant amount of interest reversed related to loans on nonaccrual during 2026 and 2025. Nonaccrual loans with no related allowance for credit losses totaled $76.9 million and $76.8 million at March 31, 2026 and December 31, 2025, respectively.

The following tables provide the amortized cost of nonaccrual loans with no related allowance for credit losses by loan class at March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Nonaccrual
Loans

 

 

Amortized Cost of Nonaccrual Loans with no related Allowance

 

Loans

 

 

 

 

 

 

Commercial and industrial

 

$

55,975

 

 

$

12,640

 

Specialty lending

 

 

 

 

 

 

Commercial real estate

 

 

63,436

 

 

 

33,407

 

Consumer real estate

 

 

31,103

 

 

 

30,094

 

Consumer

 

 

147

 

 

 

147

 

Credit cards

 

 

589

 

 

 

589

 

Leases and other

 

 

 

 

 

 

Total loans

 

$

151,250

 

 

$

76,877

 

 

 

 

December 31, 2025

 

 

 

Nonaccrual
Loans

 

 

Amortized Cost of Nonaccrual Loans with no related Allowance

 

Loans

 

 

 

 

 

 

Commercial and industrial

 

$

26,633

 

 

$

10,870

 

Specialty lending

 

 

 

 

 

 

Commercial real estate

 

 

86,838

 

 

 

35,973

 

Consumer real estate

 

 

29,910

 

 

 

28,661

 

Consumer

 

 

777

 

 

 

777

 

Credit cards

 

 

508

 

 

 

508

 

Leases and other

 

 

 

 

 

 

Total loans

 

$

144,666

 

 

$

76,789

 

Amortized Cost

The following tables provide a summary of the amortized cost balance of each of the Company’s loan classes disaggregated by collateral type and origination year as of March 31, 2026 and December 31, 2025, as well as the gross charge-offs by loan class and origination year for the three months ended March 31, 2026 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Loan Segment
and Type

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

944,324

 

 

$

2,793,596

 

 

$

1,811,310

 

 

$

907,969

 

 

$

874,584

 

 

$

762,205

 

 

$

5,791,960

 

 

$

44,961

 

 

$

13,930,909

 

Agriculture

 

 

6,744

 

 

 

26,657

 

 

 

20,970

 

 

 

23,301

 

 

 

6,582

 

 

 

5,492

 

 

 

400,425

 

 

 

479

 

 

 

490,650

 

NDFIs

 

 

39,118

 

 

 

190,987

 

 

 

282,494

 

 

 

360,651

 

 

 

60,399

 

 

 

27,655

 

 

 

1,674,758

 

 

 

 

 

 

2,636,062

 

Overdrafts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11,143

 

 

 

 

 

 

11,143

 

Total Commercial and industrial

 

 

990,186

 

 

 

3,011,240

 

 

 

2,114,774

 

 

 

1,291,921

 

 

 

941,565

 

 

 

795,352

 

 

 

7,878,286

 

 

 

45,440

 

 

 

17,068,764

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

82

 

 

 

117

 

 

 

73

 

 

 

3,077

 

 

 

 

 

 

3,349

 

Specialty lending:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

51,006

 

 

 

45,458

 

 

 

5,528

 

 

 

 

 

 

5,407

 

 

 

46,864

 

 

 

491,764

 

 

 

 

 

 

646,027

 

Total Specialty lending

 

 

51,006

 

 

 

45,458

 

 

 

5,528

 

 

 

 

 

 

5,407

 

 

 

46,864

 

 

 

491,764

 

 

 

 

 

 

646,027

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

272,512

 

 

 

1,130,699

 

 

 

594,932

 

 

 

553,366

 

 

 

938,003

 

 

 

1,396,518

 

 

 

46,285

 

 

 

 

 

 

4,932,315

 

Non-owner-occupied

 

 

486,814

 

 

 

1,629,000

 

 

 

693,463

 

 

 

682,722

 

 

 

994,330

 

 

 

1,310,146

 

 

 

41,608

 

 

 

 

 

 

5,838,083

 

Farmland

 

 

27,169

 

 

 

274,103

 

 

 

72,016

 

 

 

81,613

 

 

 

120,284

 

 

 

230,060

 

 

 

45,813

 

 

 

 

 

 

851,058

 

5+ Multi-family

 

 

175,875

 

 

 

205,422

 

 

 

194,712

 

 

 

169,618

 

 

 

509,376

 

 

 

523,346

 

 

 

10,198

 

 

 

 

 

 

1,788,547

 

1-4 Family construction

 

 

27,446

 

 

 

53,800

 

 

 

2,036

 

 

 

239

 

 

 

518

 

 

 

 

 

 

3,574

 

 

 

 

 

 

87,613

 

General construction

 

 

290,623

 

 

 

909,104

 

 

 

777,647

 

 

 

623,551

 

 

 

383,963

 

 

 

41,025

 

 

 

103,504

 

 

 

37

 

 

 

3,129,454

 

Total Commercial real estate

 

 

1,280,439

 

 

 

4,202,128

 

 

 

2,334,806

 

 

 

2,111,109

 

 

 

2,946,474

 

 

 

3,501,095

 

 

 

250,982

 

 

 

37

 

 

 

16,627,070

 

Current period charge-offs

 

 

 

 

 

 

 

 

403

 

 

 

6,145

 

 

 

3,221

 

 

 

995

 

 

 

 

 

 

 

 

 

10,764

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HELOC

 

 

608

 

 

 

743

 

 

 

393

 

 

 

1,718

 

 

 

2,555

 

 

 

8,562

 

 

 

700,318

 

 

 

4,329

 

 

 

719,226

 

First lien: 1-4 family

 

 

164,414

 

 

 

602,689

 

 

 

341,374

 

 

 

347,866

 

 

 

608,389

 

 

 

1,513,971

 

 

 

6,914

 

 

 

90

 

 

 

3,585,707

 

Junior lien: 1-4 family

 

 

3,985

 

 

 

18,623

 

 

 

28,274

 

 

 

18,352

 

 

 

27,443

 

 

 

22,443

 

 

 

5,675

 

 

 

 

 

 

124,795

 

Total Consumer real estate

 

 

169,007

 

 

 

622,055

 

 

 

370,041

 

 

 

367,936

 

 

 

638,387

 

 

 

1,544,976

 

 

 

712,907

 

 

 

4,419

 

 

 

4,429,728

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

367

 

 

 

64

 

 

 

82

 

 

 

 

 

 

 

 

 

513

 

Consumer:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revolving line

 

 

 

 

 

1,485

 

 

 

34

 

 

 

22

 

 

 

48

 

 

 

595

 

 

 

147,111

 

 

 

2,749

 

 

 

152,044

 

Auto

 

 

2,427

 

 

 

7,166

 

 

 

6,322

 

 

 

8,319

 

 

 

4,283

 

 

 

876

 

 

 

 

 

 

 

 

 

29,393

 

Other

 

 

3,150

 

 

 

10,712

 

 

 

9,891

 

 

 

3,037

 

 

 

5,632

 

 

 

1,796

 

 

 

20,327

 

 

 

 

 

 

54,545

 

Total Consumer

 

 

5,577

 

 

 

19,363

 

 

 

16,247

 

 

 

11,378

 

 

 

9,963

 

 

 

3,267

 

 

 

167,438

 

 

 

2,749

 

 

 

235,982

 

Current period charge-offs

 

 

 

 

 

11

 

 

 

31

 

 

 

45

 

 

 

9

 

 

 

8

 

 

 

981

 

 

 

 

 

 

1,085

 

Credit cards:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consumer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

341,393

 

 

 

 

 

 

341,393

 

Commercial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

376,438

 

 

 

 

 

 

376,438

 

Total Credit cards

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

717,831

 

 

 

 

 

 

717,831

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5,876

 

 

 

 

 

 

5,876

 

Leases and other:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,186

 

 

 

 

 

 

 

 

 

1,186

 

Other

 

 

22,966

 

 

 

166,465

 

 

 

17,497

 

 

 

7,386

 

 

 

7,721

 

 

 

11,716

 

 

 

173,986

 

 

 

 

 

 

407,737

 

Total Leases and other

 

 

22,966

 

 

 

166,465

 

 

 

17,497

 

 

 

7,386

 

 

 

7,721

 

 

 

12,902

 

 

 

173,986

 

 

 

 

 

 

408,923

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total loans

 

$

2,519,181

 

 

$

8,066,709

 

 

$

4,858,893

 

 

$

3,789,730

 

 

$

4,549,517

 

 

$

5,904,456

 

 

$

10,393,194

 

 

$

52,645

 

 

$

40,134,325

 

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Loan Segment
and Type

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

2,989,029

 

 

$

1,901,767

 

 

$

1,039,595

 

 

$

929,230

 

 

$

471,193

 

 

$

321,761

 

 

$

5,636,442

 

 

$

12,186

 

 

$

13,301,203

 

Agriculture

 

 

30,385

 

 

 

22,585

 

 

 

24,980

 

 

 

7,827

 

 

 

3,859

 

 

 

3,180

 

 

 

426,729

 

 

 

2,258

 

 

 

521,803

 

NDFIs

 

 

130,392

 

 

 

286,076

 

 

 

368,137

 

 

 

86,436

 

 

 

12,136

 

 

 

29,406

 

 

 

1,517,283

 

 

 

271

 

 

 

2,430,137

 

Overdrafts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17,377

 

 

 

 

 

 

17,377

 

Total Commercial and industrial

 

 

3,149,806

 

 

 

2,210,428

 

 

 

1,432,712

 

 

 

1,023,493

 

 

 

487,188

 

 

 

354,347

 

 

 

7,597,831

 

 

 

14,715

 

 

 

16,270,520

 

Specialty lending:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

46,480

 

 

 

5,639

 

 

 

 

 

 

5,801

 

 

 

25,763

 

 

 

22,632

 

 

 

411,922

 

 

 

 

 

 

518,237

 

Total Specialty lending

 

 

46,480

 

 

 

5,639

 

 

 

 

 

 

5,801

 

 

 

25,763

 

 

 

22,632

 

 

 

411,922

 

 

 

 

 

 

518,237

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

1,151,075

 

 

 

529,761

 

 

 

599,178

 

 

 

955,385

 

 

 

775,378

 

 

 

724,775

 

 

 

39,505

 

 

 

 

 

 

4,775,057

 

Non-owner-occupied

 

 

1,664,285

 

 

 

656,031

 

 

 

847,458

 

 

 

1,018,831

 

 

 

769,616

 

 

 

736,502

 

 

 

41,093

 

 

 

1,054

 

 

 

5,734,870

 

Farmland

 

 

258,796

 

 

 

74,542

 

 

 

85,814

 

 

 

131,009

 

 

 

83,613

 

 

 

163,318

 

 

 

66,403

 

 

 

75

 

 

 

863,570

 

5+ Multi-family

 

 

329,902

 

 

 

179,107

 

 

 

171,945

 

 

 

554,125

 

 

 

434,660

 

 

 

96,475

 

 

 

10,441

 

 

 

 

 

 

1,776,655

 

1-4 Family construction

 

 

75,849

 

 

 

11,564

 

 

 

240

 

 

 

520

 

 

 

 

 

 

 

 

 

1,301

 

 

 

 

 

 

89,474

 

General construction

 

 

1,099,253

 

 

 

868,115

 

 

 

719,128

 

 

 

373,196

 

 

 

28,313

 

 

 

16,273

 

 

 

32,335

 

 

 

 

 

 

3,136,613

 

Total Commercial real estate

 

 

4,579,160

 

 

 

2,319,120

 

 

 

2,423,763

 

 

 

3,033,066

 

 

 

2,091,580

 

 

 

1,737,343

 

 

 

191,078

 

 

 

1,129

 

 

 

16,376,239

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HELOC

 

 

2,748

 

 

 

399

 

 

 

756

 

 

 

2,075

 

 

 

577

 

 

 

7,784

 

 

 

698,503

 

 

 

5,331

 

 

 

718,173

 

First lien: 1-4 family

 

 

653,333

 

 

 

368,156

 

 

 

364,405

 

 

 

631,555

 

 

 

735,751

 

 

 

830,570

 

 

 

6,864

 

 

 

13

 

 

 

3,590,647

 

Junior lien: 1-4 family

 

 

20,458

 

 

 

31,221

 

 

 

19,212

 

 

 

28,538

 

 

 

17,405

 

 

 

6,048

 

 

 

4,766

 

 

 

 

 

 

127,648

 

Total Consumer real estate

 

 

676,539

 

 

 

399,776

 

 

 

384,373

 

 

 

662,168

 

 

 

753,733

 

 

 

844,402

 

 

 

710,133

 

 

 

5,344

 

 

 

4,436,468

 

Consumer:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revolving line

 

 

1,485

 

 

 

34

 

 

 

23

 

 

 

49

 

 

 

24

 

 

 

526

 

 

 

160,454

 

 

 

102

 

 

 

162,697

 

Auto

 

 

8,179

 

 

 

7,292

 

 

 

9,743

 

 

 

5,307

 

 

 

1,118

 

 

 

248

 

 

 

 

 

 

 

 

 

31,887

 

Other

 

 

12,907

 

 

 

11,197

 

 

 

3,514

 

 

 

5,917

 

 

 

853

 

 

 

1,272

 

 

 

8,567

 

 

 

 

 

 

44,227

 

Total Consumer

 

 

22,571

 

 

 

18,523

 

 

 

13,280

 

 

 

11,273

 

 

 

1,995

 

 

 

2,046

 

 

 

169,021

 

 

 

102

 

 

 

238,811

 

Credit cards:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consumer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

347,749

 

 

 

 

 

 

347,749

 

Commercial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

352,984

 

 

 

 

 

 

352,984

 

Total Credit cards

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

700,733

 

 

 

 

 

 

700,733

 

Leases and other:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,214

 

 

 

 

 

 

 

 

 

1,214

 

Other

 

 

181,160

 

 

 

16,408

 

 

 

8,588

 

 

 

8,713

 

 

 

7,344

 

 

 

1,671

 

 

 

13,302

 

 

 

 

 

 

237,186

 

Total Leases and other

 

 

181,160

 

 

 

16,408

 

 

 

8,588

 

 

 

8,713

 

 

 

7,344

 

 

 

2,885

 

 

 

13,302

 

 

 

 

 

 

238,400

 

Total loans

 

$

8,655,716

 

 

$

4,969,894

 

 

$

4,262,716

 

 

$

4,744,514

 

 

$

3,367,603

 

 

$

2,963,655

 

 

$

9,794,020

 

 

$

21,290

 

 

$

38,779,408

 

 

Accrued interest on loans totaled $180.1 million and $176.1 million as of March 31, 2026 and December 31, 2025, respectively, and is included in the Accrued income line on the Company’s Consolidated Balance Sheets. The total amount of accrued interest is excluded from the amortized cost basis of loans presented above. Further, the Company has elected not to measure an allowance for credit losses for accrued interest receivable.

Credit Quality Indicators

As part of the on-going monitoring of the credit quality of the Company’s loan portfolio, management tracks certain credit quality indicators including trends related to the risk grading of specified classes of loans, net charge-offs, non-performing loans, and general economic conditions.

The Company utilizes a risk grading matrix to assign a rating to each of its commercial, commercial real estate, and construction real estate loans. Changes in credit risk are monitored on a continuous basis and changes in risk ratings are made when identified. The loan ratings are summarized into the following categories: Pass, Special Mention, Substandard, and Doubtful. Any loan not classified in one of the categories described below is considered to be a Pass loan. A description of the general characteristics of the loan rating categories is as follows:

Special Mention – This rating reflects a potential weakness that deserves management’s close attention. If left uncorrected, these potential weaknesses may result in deterioration of the repayment prospects for the asset or the borrower’s credit position at some future date. The rating is not adversely classified and does not expose an institution to sufficient risk to warrant adverse classification.
Substandard – This rating represents an asset inadequately protected by the current sound worth and paying capacity of the borrower or of the collateral pledged, if any. Assets so classified must have a well-defined weakness or weaknesses that jeopardize the liquidation of the debt. Loans in this category are characterized by the distinct possibility that the Company will sustain some loss if the deficiencies are not corrected. Loss potential, while existing in the aggregate amount of substandard assets, does not have to exist in individual assets classified as substandard.
Doubtful – This rating represents an asset that has all the weaknesses inherent in an asset classified as substandard, with the added characteristic that the weaknesses make collection or liquidation in full, based on currently existing facts, conditions and values, highly questionable and improbable. The possibility of loss is extremely high, but because of certain important and reasonably specific pending factors, which may work to the advantage of strengthening the asset, its classification as an estimated loss is deferred until its more exact status may be determined. Pending factors include proposed merger, acquisition, liquidation procedures, capital injection, or perfecting liens.

 

Commercial and industrial

A discussion of the credit quality indicators that impact each type of collateral securing Commercial and industrial loans is included below:

Equipment, accounts receivable, and inventory General commercial and industrial loans are secured by working capital assets and non-real estate assets. The general purpose of these loans is for financing capital expenditures and current operations for commercial and industrial entities. These assets are short-term in nature. In the case of accounts receivable and inventories, the repayment of debt is reliant upon converting assets into cash or through goods and services being sold and collected. Collateral-based risk is due to aged short-term assets, which can be indicative of underlying issues with the borrower and lead to the value of the collateral being overstated.

Agriculture Agricultural loans are secured by non-real estate agricultural assets. These include shorter-term assets such as equipment, crops, and livestock. The risks associated with loans to finance crops or livestock include the borrower’s ability to successfully raise and market the commodity. Adverse weather conditions and other natural perils can dramatically affect farmers’ or ranchers’ production and ability to service debt. Volatile commodity prices present another significant risk for agriculture borrowers. Market price volatility and production cost volatility can affect both revenues and expenses.

Non-Depository Financial Institutions NDFI loans are secured by working capital assets and non-real estate assets. The general purpose of these loans is for financing capital expenditures and current operations. The repayment of debt is reliant upon converting assets into cash or through services being sold and collected. Collateral-based risk is due to aged short-term assets, which can be indicative of underlying issues with the borrower and lead to the value of the collateral being overstated. Other risks consist of collateral that is secured by the stock

of a NDFI, which can be unlisted stock with a limited market for the stock, or volatility of asset values driven by market performance.

Overdrafts Commercial overdrafts are typically short-term and unsecured. Some commercial borrowers tie their overdraft obligation to their line of credit, so any draw on the line of credit will satisfy the overdraft.

Based on the factors noted above for each type of collateral, the Company assigns risk ratings to borrowers based on their most recently assessed financial position.

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Equipment/Accounts Receivable/Inventory

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

896,316

 

 

$

2,765,221

 

 

$

1,765,479

 

 

$

863,551

 

 

$

817,668

 

 

$

746,156

 

 

$

5,567,354

 

 

$

36,429

 

 

$

13,458,174

 

Special Mention

 

 

 

 

 

3,542

 

 

 

34,684

 

 

 

9,158

 

 

 

1,950

 

 

 

5,344

 

 

 

87,796

 

 

 

495

 

 

 

142,969

 

Substandard

 

 

48,008

 

 

 

20,662

 

 

 

7,077

 

 

 

35,179

 

 

 

54,962

 

 

 

10,705

 

 

 

136,347

 

 

 

8,037

 

 

 

320,977

 

Doubtful

 

 

 

 

 

4,171

 

 

 

4,070

 

 

 

81

 

 

 

4

 

 

 

 

 

 

463

 

 

 

 

 

 

8,789

 

Total Equipment/Accounts Receivable/Inventory

 

$

944,324

 

 

$

2,793,596

 

 

$

1,811,310

 

 

$

907,969

 

 

$

874,584

 

 

$

762,205

 

 

$

5,791,960

 

 

$

44,961

 

 

$

13,930,909

 

Agriculture

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

5,737

 

 

$

25,070

 

 

$

20,673

 

 

$

23,022

 

 

$

6,439

 

 

$

4,912

 

 

$

384,267

 

 

$

60

 

 

$

470,180

 

Special Mention

 

 

383

 

 

 

1,413

 

 

 

 

 

 

160

 

 

 

44

 

 

 

52

 

 

 

4,287

 

 

 

 

 

 

6,339

 

Substandard

 

 

124

 

 

 

174

 

 

 

297

 

 

 

119

 

 

 

99

 

 

 

528

 

 

 

11,871

 

 

 

419

 

 

 

13,631

 

Doubtful

 

 

500

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

500

 

Total Agriculture

 

$

6,744

 

 

$

26,657

 

 

$

20,970

 

 

$

23,301

 

 

$

6,582

 

 

$

5,492

 

 

$

400,425

 

 

$

479

 

 

$

490,650

 

NDFIs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

39,118

 

 

$

190,605

 

 

$

274,405

 

 

$

357,842

 

 

$

57,247

 

 

$

27,160

 

 

$

1,642,072

 

 

$

 

 

$

2,588,449

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

32,686

 

 

 

 

 

 

32,686

 

Substandard

 

 

 

 

 

382

 

 

 

8,089

 

 

 

2,809

 

 

 

3,152

 

 

 

495

 

 

 

 

 

 

 

 

 

14,927

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total NDFIs

 

$

39,118

 

 

$

190,987

 

 

$

282,494

 

 

$

360,651

 

 

$

60,399

 

 

$

27,655

 

 

$

1,674,758

 

 

$

 

 

$

2,636,062

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Equipment/Accounts Receivable/Inventory

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

2,958,147

 

 

$

1,842,768

 

 

$

982,320

 

 

$

874,006

 

 

$

462,210

 

 

$

302,753

 

 

$

5,404,325

 

 

$

4,492

 

 

$

12,831,021

 

Special Mention

 

 

4,962

 

 

 

37,671

 

 

 

7,883

 

 

 

6,085

 

 

 

893

 

 

 

9,535

 

 

 

63,256

 

 

 

6,635

 

 

 

136,920

 

Substandard

 

 

21,647

 

 

 

17,207

 

 

 

49,292

 

 

 

49,139

 

 

 

8,090

 

 

 

9,473

 

 

 

168,348

 

 

 

1,059

 

 

 

324,255

 

Doubtful

 

 

4,273

 

 

 

4,121

 

 

 

100

 

 

 

 

 

 

 

 

 

 

 

 

513

 

 

 

 

 

 

9,007

 

Total Equipment/Accounts Receivable/Inventory

 

$

2,989,029

 

 

$

1,901,767

 

 

$

1,039,595

 

 

$

929,230

 

 

$

471,193

 

 

$

321,761

 

 

$

5,636,442

 

 

$

12,186

 

 

$

13,301,203

 

Agriculture

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

26,921

 

 

$

22,252

 

 

$

24,757

 

 

$

7,254

 

 

$

3,824

 

 

$

2,622

 

 

$

406,985

 

 

$

815

 

 

$

495,430

 

Special Mention

 

 

2,464

 

 

 

 

 

 

 

 

 

71

 

 

 

35

 

 

 

 

 

 

5,374

 

 

 

 

 

 

7,944

 

Substandard

 

 

1,000

 

 

 

333

 

 

 

223

 

 

 

502

 

 

 

 

 

 

558

 

 

 

14,370

 

 

 

 

 

 

16,986

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,443

 

 

 

1,443

 

Total Agriculture

 

$

30,385

 

 

$

22,585

 

 

$

24,980

 

 

$

7,827

 

 

$

3,859

 

 

$

3,180

 

 

$

426,729

 

 

$

2,258

 

 

$

521,803

 

NDFIs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

129,859

 

 

$

277,053

 

 

$

364,738

 

 

$

82,934

 

 

$

11,470

 

 

$

29,289

 

 

$

1,489,473

 

 

$

221

 

 

$

2,385,037

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

27,810

 

 

 

50

 

 

 

27,862

 

Substandard

 

 

533

 

 

 

9,023

 

 

 

3,399

 

 

 

3,502

 

 

 

664

 

 

 

117

 

 

 

 

 

 

 

 

 

17,238

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total NDFIs

 

$

130,392

 

 

$

286,076

 

 

$

368,137

 

 

$

86,436

 

 

$

12,136

 

 

$

29,406

 

 

$

1,517,283

 

 

$

271

 

 

$

2,430,137

 

 

Specialty lending

A discussion of the credit quality indicators that impact each type of collateral securing Specialty loans is included below:

Asset-based lending General asset-based loans are secured by accounts receivable, inventory, equipment, and real estate. The purpose of these loans is for financing current operations for commercial customers. The repayment of debt is reliant upon collection of the accounts receivable within 30 to 90 days or converting assets into cash or through goods and services being sold and collected. The Company tracks each individual borrower credit risk based on their loan to collateral position. Any borrower position where the underlying value of collateral is below the fair value of the loan is considered out-of-margin and inherently higher risk.

The following table provides a summary of the amortized cost balance by risk rating for asset-based loans as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Asset-based lending

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

In-margin

 

$

646,027

 

 

$

518,237

 

Out-of-margin

 

 

 

 

 

 

Total

 

$

646,027

 

 

$

518,237

 

 

 

Commercial real estate

A discussion of the credit quality indicators that impact each type of collateral securing Commercial real estate loans is included below:

Owner-occupied Owner-occupied loans are secured by commercial real estate. These loans are often longer tenured and susceptible to multiple economic cycles. The loans rely on the owner-occupied operations to service debt which cover a broad spectrum of industries. Real estate debt can carry a significant amount of leverage for a borrower to maintain.

Non-owner-occupied Non-owner-occupied loans are secured by commercial real estate. These loans are often longer tenured and susceptible to multiple economic cycles. The key element of risk in this type of lending is the cyclical nature of real estate markets. Although national conditions affect the overall real estate industry, the effect of national conditions on local markets is equally important. Factors such as unemployment rates, consumer demand, household formation, and the level of economic activity can vary widely from state to state and among metropolitan areas. In addition to geographic considerations, markets can be defined by property type. While all sectors are influenced by economic conditions, some sectors are more sensitive to certain economic factors than others.

Farmland Farmland loans are secured by real estate used for agricultural purposes such as crop and livestock production. Assets used as collateral are long-term assets that carry the ability to have longer amortizations and maturities. Longer terms carry the risk of added susceptibility to market conditions. The limited purpose of some Agriculture-related collateral affects credit risk because such collateral may have limited or no other uses to support values when loan repayment problems emerge.

5+ Multi-family 5+ multi-family loans are secured by a multi-family residential property. The primary risks associated with this type of collateral are largely driven by economic conditions. The national and local market conditions can change with unemployment rates or competing supply of multi-family housing. Tenants may not be able to afford their housing or have better options and this can result in increased vacancy. Rents may need to be lowered to fill apartment units. Increased vacancy and lower rental rates not only drive the borrower’s ability to repay debt but also contribute to how the collateral is valued.

1-4 Family construction 1-4 family construction loans are secured by 1-4 family residential real estate and are in the process of construction or improvements being made. The predominant risk inherent to this portfolio is the risk associated with a borrower’s ability to successfully complete a project on time and within budget. Market conditions also play an important role in understanding the risk profile. Risk from adverse changes in market conditions from the start of development to completion can result in deflated collateral values.

General construction General construction loans are secured by commercial real estate in process of construction or improvements being made and their repayment is dependent on the collateral’s completion. Construction lending presents unique risks not encountered in term financing of existing real estate. The predominant risk inherent to this portfolio is the risk associated with a borrower’s ability to successfully complete a project on time and within budget. Commercial properties under construction are susceptible to market and economic conditions. Demand from prospective customers may erode after construction begins because of a general economic slowdown or an increase in the supply of competing properties.

Based on the factors noted above for each type of collateral, the Company assigns risk ratings to borrowers based on their most recently assessed financial position.

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

219,452

 

 

$

1,109,580

 

 

$

592,413

 

 

$

508,506

 

 

$

886,752

 

 

$

1,328,977

 

 

$

45,920

 

 

$

 

 

$

4,691,600

 

Special Mention

 

 

47,975

 

 

 

4,092

 

 

 

 

 

 

684

 

 

 

28,202

 

 

 

42,032

 

 

 

115

 

 

 

 

 

 

123,100

 

Substandard

 

 

5,085

 

 

 

17,027

 

 

 

2,519

 

 

 

44,176

 

 

 

23,049

 

 

 

25,509

 

 

 

250

 

 

 

 

 

 

117,615

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Owner-occupied

 

$

272,512

 

 

$

1,130,699

 

 

$

594,932

 

 

$

553,366

 

 

$

938,003

 

 

$

1,396,518

 

 

$

46,285

 

 

$

 

 

$

4,932,315

 

Non-owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

476,564

 

 

$

1,593,597

 

 

$

689,553

 

 

$

659,208

 

 

$

957,239

 

 

$

1,273,746

 

 

$

36,646

 

 

$

 

 

$

5,686,553

 

Special Mention

 

 

2,140

 

 

 

23,348

 

 

 

1,924

 

 

 

16,508

 

 

 

7,676

 

 

 

9,284

 

 

 

 

 

 

 

 

 

60,880

 

Substandard

 

 

8,110

 

 

 

12,055

 

 

 

1,986

 

 

 

7,002

 

 

 

29,415

 

 

 

27,116

 

 

 

4,962

 

 

 

 

 

 

90,646

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

Total Non-owner-occupied

 

$

486,814

 

 

$

1,629,000

 

 

$

693,463

 

 

$

682,722

 

 

$

994,330

 

 

$

1,310,146

 

 

$

41,608

 

 

$

 

 

$

5,838,083

 

Farmland

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

24,816

 

 

$

241,285

 

 

$

64,835

 

 

$

61,873

 

 

$

105,761

 

 

$

188,096

 

 

$

44,750

 

 

$

 

 

$

731,416

 

Special Mention

 

 

1,634

 

 

 

23,809

 

 

 

888

 

 

 

 

 

 

113

 

 

 

1,989

 

 

 

 

 

 

 

 

 

28,433

 

Substandard

 

 

719

 

 

 

9,009

 

 

 

6,293

 

 

 

19,740

 

 

 

14,410

 

 

 

39,975

 

 

 

1,063

 

 

 

 

 

 

91,209

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Farmland

 

$

27,169

 

 

$

274,103

 

 

$

72,016

 

 

$

81,613

 

 

$

120,284

 

 

$

230,060

 

 

$

45,813

 

 

$

 

 

$

851,058

 

5+ Multi-family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

175,875

 

 

$

205,422

 

 

$

194,405

 

 

$

113,380

 

 

$

498,243

 

 

$

515,373

 

 

$

10,198

 

 

$

 

 

$

1,712,896

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

38,068

 

 

 

2,178

 

 

 

7,973

 

 

 

 

 

 

 

 

 

48,219

 

Substandard

 

 

 

 

 

 

 

 

307

 

 

 

18,170

 

 

 

8,955

 

 

 

 

 

 

 

 

 

 

 

 

27,432

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 5+ Multi-family

 

$

175,875

 

 

$

205,422

 

 

$

194,712

 

 

$

169,618

 

 

$

509,376

 

 

$

523,346

 

 

$

10,198

 

 

$

 

 

$

1,788,547

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

27,446

 

 

$

52,853

 

 

$

1,578

 

 

$

 

 

$

518

 

 

$

 

 

$

3,574

 

 

$

 

 

$

85,969

 

Special Mention

 

 

 

 

 

947

 

 

 

458

 

 

 

239

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,644

 

Substandard

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 1-4 Family construction

 

$

27,446

 

 

$

53,800

 

 

$

2,036

 

 

$

239

 

 

$

518

 

 

$

 

 

$

3,574

 

 

$

 

 

$

87,613

 

General construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

288,830

 

 

$

893,824

 

 

$

774,737

 

 

$

588,032

 

 

$

345,428

 

 

$

28,037

 

 

$

96,254

 

 

$

37

 

 

$

3,015,179

 

Special Mention

 

 

 

 

 

14,574

 

 

 

2,910

 

 

 

 

 

 

18,916

 

 

 

1,882

 

 

 

 

 

 

 

 

 

38,282

 

Substandard

 

 

1,793

 

 

 

605

 

 

 

 

 

 

35,519

 

 

 

19,619

 

 

 

11,106

 

 

 

7,250

 

 

 

 

 

 

75,892

 

Doubtful

 

 

 

 

 

101

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

101

 

Total General construction

 

$

290,623

 

 

$

909,104

 

 

$

777,647

 

 

$

623,551

 

 

$

383,963

 

 

$

41,025

 

 

$

103,504

 

 

$

37

 

 

$

3,129,454

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

1,135,389

 

 

$

489,616

 

 

$

529,515

 

 

$

904,187

 

 

$

751,944

 

 

$

681,592

 

 

$

39,385

 

 

$

 

 

$

4,531,628

 

Special Mention

 

 

4,148

 

 

 

37,092

 

 

 

19,605

 

 

 

30,991

 

 

 

11,892

 

 

 

27,290

 

 

 

120

 

 

 

 

 

 

131,138

 

Substandard

 

 

11,538

 

 

 

3,053

 

 

 

50,058

 

 

 

20,207

 

 

 

11,542

 

 

 

15,893

 

 

 

 

 

 

 

 

 

112,291

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Owner-occupied

 

$

1,151,075

 

 

$

529,761

 

 

$

599,178

 

 

$

955,385

 

 

$

775,378

 

 

$

724,775

 

 

$

39,505

 

 

$

 

 

$

4,775,057

 

Non-owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

1,619,478

 

 

$

652,107

 

 

$

827,493

 

 

$

974,293

 

 

$

749,272

 

 

$

716,905

 

 

$

36,134

 

 

$

1,054

 

 

$

5,576,736

 

Special Mention

 

 

23,339

 

 

 

1,950

 

 

 

 

 

 

19,994

 

 

 

745

 

 

 

12,307

 

 

 

 

 

 

 

 

 

58,335

 

Substandard

 

 

21,468

 

 

 

1,974

 

 

 

7,013

 

 

 

17,856

 

 

 

19,599

 

 

 

7,290

 

 

 

4,959

 

 

 

 

 

 

80,159

 

Doubtful

 

 

 

 

 

 

 

 

12,952

 

 

 

6,688

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19,640

 

Total Non-owner-occupied

 

$

1,664,285

 

 

$

656,031

 

 

$

847,458

 

 

$

1,018,831

 

 

$

769,616

 

 

$

736,502

 

 

$

41,093

 

 

$

1,054

 

 

$

5,734,870

 

Farmland

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

230,559

 

 

$

67,852

 

 

$

65,697

 

 

$

116,281

 

 

$

80,909

 

 

$

124,702

 

 

$

65,013

 

 

$

75

 

 

$

751,088

 

Special Mention

 

 

18,101

 

 

 

342

 

 

 

 

 

 

115

 

 

 

120

 

 

 

1,869

 

 

 

 

 

 

 

 

 

20,547

 

Substandard

 

 

10,136

 

 

 

6,348

 

 

 

20,117

 

 

 

14,613

 

 

 

2,584

 

 

 

36,747

 

 

 

1,390

 

 

 

 

 

 

91,935

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Farmland

 

$

258,796

 

 

$

74,542

 

 

$

85,814

 

 

$

131,009

 

 

$

83,613

 

 

$

163,318

 

 

$

66,403

 

 

$

75

 

 

$

863,570

 

5+ Multi-family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

329,902

 

 

$

179,107

 

 

$

157,535

 

 

$

543,003

 

 

$

426,213

 

 

$

96,282

 

 

$

10,441

 

 

$

 

 

$

1,742,483

 

Special Mention

 

 

 

 

 

 

 

 

238

 

 

 

2,891

 

 

 

8,447

 

 

 

193

 

 

 

 

 

 

 

 

 

11,769

 

Substandard

 

 

 

 

 

 

 

 

14,172

 

 

 

8,231

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22,403

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 5+ Multi-family

 

$

329,902

 

 

$

179,107

 

 

$

171,945

 

 

$

554,125

 

 

$

434,660

 

 

$

96,475

 

 

$

10,441

 

 

$

 

 

$

1,776,655

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

74,900

 

 

$

11,104

 

 

$

 

 

$

520

 

 

$

 

 

$

 

 

$

1,301

 

 

$

 

 

$

87,825

 

Special Mention

 

 

949

 

 

 

460

 

 

 

240

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,649

 

Substandard

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 1-4 Family construction

 

$

75,849

 

 

$

11,564

 

 

$

240

 

 

$

520

 

 

$

 

 

$

 

 

$

1,301

 

 

$

 

 

$

89,474

 

General construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

1,078,840

 

 

$

865,015

 

 

$

684,507

 

 

$

333,717

 

 

$

23,062

 

 

$

14,951

 

 

$

25,085

 

 

$

 

 

$

3,025,177

 

Special Mention

 

 

14,579

 

 

 

3,100

 

 

 

128

 

 

 

18,919

 

 

 

1,903

 

 

 

29

 

 

 

 

 

 

 

 

 

38,658

 

Substandard

 

 

5,732

 

 

 

 

 

 

34,493

 

 

 

20,560

 

 

 

3,348

 

 

 

1,293

 

 

 

7,250

 

 

 

 

 

 

72,676

 

Doubtful

 

 

102

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

102

 

Total General construction

 

$

1,099,253

 

 

$

868,115

 

 

$

719,128

 

 

$

373,196

 

 

$

28,313

 

 

$

16,273

 

 

$

32,335

 

 

$

 

 

$

3,136,613

 

Consumer real estate

A discussion of the credit quality indicators that impact each type of collateral securing Consumer real estate loans is included below:

HELOC HELOC loans are revolving lines of credit secured by 1-4 family residential property. The primary risk is the borrower’s inability to repay debt. Revolving notes are often associated with HELOCs that can be secured by real estate without a 1st lien priority. Collateral is susceptible to market volatility impacting home values or economic downturns.

First lien: 1-4 family First lien 1-4 family loans are secured by a first lien on 1-4 family residential property. These term loans carry longer maturities and amortizations. The longer tenure exposes the borrower to multiple economic cycles, coupled with longer amortizations that result in smaller principal reduction early in the life of the loan. Collateral is susceptible to market volatility impacting home values.

Junior lien: 1-4 family Junior lien 1-4 family loans are secured by a junior lien on 1-4 family residential property. The Company’s primary risk is the borrower’s inability to repay debt and not being in a first lien position. Collateral is susceptible to market volatility impacting home values or economic downturns.

A borrower is considered non-performing if the Company has ceased the recognition of interest and the loan is placed on non-accrual. Charge-offs and borrower performance are tracked on a loan origination vintage basis. Certain vintages, based on their maturation cycle, could be at higher risk due to collateral-based risk factors.

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

HELOC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

608

 

 

$

731

 

 

$

87

 

 

$

1,006

 

 

$

1,693

 

 

$

6,526

 

 

$

700,053

 

 

$

3,300

 

 

$

714,004

 

Non-performing

 

 

 

 

 

12

 

 

 

306

 

 

 

712

 

 

 

862

 

 

 

2,036

 

 

 

265

 

 

 

1,029

 

 

 

5,222

 

Total HELOC

 

$

608

 

 

$

743

 

 

$

393

 

 

$

1,718

 

 

$

2,555

 

 

$

8,562

 

 

$

700,318

 

 

$

4,329

 

 

$

719,226

 

First lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

164,306

 

 

$

601,150

 

 

$

340,836

 

 

$

342,779

 

 

$

601,532

 

 

$

1,504,128

 

 

$

6,914

 

 

$

90

 

 

$

3,561,735

 

Non-performing

 

 

108

 

 

 

1,539

 

 

 

538

 

 

 

5,087

 

 

 

6,857

 

 

 

9,843

 

 

 

 

 

 

 

 

 

23,972

 

Total First lien: 1-4 family

 

$

164,414

 

 

$

602,689

 

 

$

341,374

 

 

$

347,866

 

 

$

608,389

 

 

$

1,513,971

 

 

$

6,914

 

 

$

90

 

 

$

3,585,707

 

Junior lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

3,985

 

 

$

18,623

 

 

$

27,987

 

 

$

18,291

 

 

$

27,326

 

 

$

22,117

 

 

$

5,675

 

 

$

 

 

$

124,004

 

Non-performing

 

 

 

 

 

 

 

 

287

 

 

 

61

 

 

 

117

 

 

 

326

 

 

 

 

 

 

 

 

 

791

 

Total Junior lien: 1-4 family

 

$

3,985

 

 

$

18,623

 

 

$

28,274

 

 

$

18,352

 

 

$

27,443

 

 

$

22,443

 

 

$

5,675

 

 

$

 

 

$

124,795

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

HELOC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

2,736

 

 

$

87

 

 

$

407

 

 

$

1,343

 

 

$

324

 

 

$

5,979

 

 

$

697,853

 

 

$

4,358

 

 

$

713,087

 

Non-performing

 

 

12

 

 

 

312

 

 

 

349

 

 

 

732

 

 

 

253

 

 

 

1,805

 

 

 

650

 

 

 

973

 

 

 

5,086

 

Total HELOC

 

$

2,748

 

 

$

399

 

 

$

756

 

 

$

2,075

 

 

$

577

 

 

$

7,784

 

 

$

698,503

 

 

$

5,331

 

 

$

718,173

 

First lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

608,545

 

 

$

367,915

 

 

$

359,419

 

 

$

624,670

 

 

$

732,306

 

 

$

824,314

 

 

$

6,864

 

 

$

13

 

 

$

3,524,046

 

Non-performing

 

 

44,788

 

 

 

241

 

 

 

4,986

 

 

 

6,885

 

 

 

3,445

 

 

 

6,256

 

 

 

 

 

 

 

 

 

66,601

 

Total First lien: 1-4 family

 

$

653,333

 

 

$

368,156

 

 

$

364,405

 

 

$

631,555

 

 

$

735,751

 

 

$

830,570

 

 

$

6,864

 

 

$

13

 

 

$

3,590,647

 

Junior lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

20,419

 

 

$

30,975

 

 

$

19,202

 

 

$

28,417

 

 

$

17,324

 

 

$

5,974

 

 

$

4,766

 

 

$

 

 

$

127,077

 

Non-performing

 

 

39

 

 

 

246

 

 

 

10

 

 

 

121

 

 

 

81

 

 

 

74

 

 

 

 

 

 

 

 

 

571

 

Total Junior lien: 1-4 family

 

$

20,458

 

 

$

31,221

 

 

$

19,212

 

 

$

28,538

 

 

$

17,405

 

 

$

6,048

 

 

$

4,766

 

 

$

 

 

$

127,648

 

 

Consumer

A discussion of the credit quality indicators that impact each type of collateral securing Consumer loans is included below:

Revolving line Consumer Revolving lines of credit are secured by consumer assets other than real estate. The primary risk associated with this collateral is related to market volatility and the value of the underlying financial assets.

Auto Direct consumer auto loans are secured by new and used consumer vehicles. The primary risk with this collateral class is the rate at which the collateral depreciates.

Other This category includes Other consumer loans made to an individual. The primary risk for this category is for those loans where the loan is unsecured. This collateral type also includes other unsecured lending such as consumer overdrafts.

A borrower is considered non-performing if the Company has ceased the recognition of interest and the loan is placed on non-accrual. Charge-offs and borrower performance are tracked on a loan origination vintage basis. Certain vintages, based on their maturation cycle, could be at higher risk due to collateral-based risk factors.

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Revolving line

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

 

 

$

1,485

 

 

$

34

 

 

$

22

 

 

$

47

 

 

$

593

 

 

$

147,104

 

 

$

2,732

 

 

$

152,017

 

Non-performing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

2

 

 

 

7

 

 

 

17

 

 

 

27

 

Total Revolving line

 

$

 

 

$

1,485

 

 

$

34

 

 

$

22

 

 

$

48

 

 

$

595

 

 

$

147,111

 

 

$

2,749

 

 

$

152,044

 

Auto

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

2,427

 

 

$

7,166

 

 

$

6,322

 

 

$

8,319

 

 

$

4,245

 

 

$

871

 

 

$

 

 

$

 

 

$

29,350

 

Non-performing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

38

 

 

 

5

 

 

 

 

 

 

 

 

 

43

 

Total Auto

 

$

2,427

 

 

$

7,166

 

 

$

6,322

 

 

$

8,319

 

 

$

4,283

 

 

$

876

 

 

$

 

 

$

 

 

$

29,393

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

3,150

 

 

$

10,709

 

 

$

9,872

 

 

$

3,037

 

 

$

5,613

 

 

$

1,770

 

 

$

20,327

 

 

$

 

 

$

54,478

 

Non-performing

 

 

 

 

 

3

 

 

 

19

 

 

 

 

 

 

19

 

 

 

26

 

 

 

 

 

 

 

 

 

67

 

Total Other

 

$

3,150

 

 

$

10,712

 

 

$

9,891

 

 

$

3,037

 

 

$

5,632

 

 

$

1,796

 

 

$

20,327

 

 

$

 

 

$

54,545

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Revolving line

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

1,485

 

 

$

34

 

 

$

23

 

 

$

47

 

 

$

24

 

 

$

525

 

 

$

159,834

 

 

$

99

 

 

$

162,071

 

Non-performing

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

1

 

 

 

620

 

 

 

3

 

 

 

626

 

Total Revolving line

 

$

1,485

 

 

$

34

 

 

$

23

 

 

$

49

 

 

$

24

 

 

$

526

 

 

$

160,454

 

 

$

102

 

 

$

162,697

 

Auto

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

8,179

 

 

$

7,292

 

 

$

9,725

 

 

$

5,290

 

 

$

1,109

 

 

$

248

 

 

$

 

 

$

 

 

$

31,843

 

Non-performing

 

 

 

 

 

 

 

 

18

 

 

 

17

 

 

 

9

 

 

 

 

 

 

 

 

 

 

 

 

44

 

Total Auto

 

$

8,179

 

 

$

7,292

 

 

$

9,743

 

 

$

5,307

 

 

$

1,118

 

 

$

248

 

 

$

 

 

$

 

 

$

31,887

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

12,905

 

 

$

11,161

 

 

$

3,514

 

 

$

5,893

 

 

$

849

 

 

$

1,245

 

 

$

8,567

 

 

$

 

 

$

44,134

 

Non-performing

 

 

2

 

 

 

36

 

 

 

 

 

 

24

 

 

 

4

 

 

 

27

 

 

 

 

 

 

 

 

 

93

 

Total Other

 

$

12,907

 

 

$

11,197

 

 

$

3,514

 

 

$

5,917

 

 

$

853

 

 

$

1,272

 

 

$

8,567

 

 

$

 

 

$

44,227

 

 

Credit cards

A discussion of the credit quality indicators that impact Credit card loans is included below:

Consumer Consumer credit card loans are revolving loans made to individuals. The primary risk associated with this collateral class is credit card debt which is generally unsecured; therefore, repayment depends primarily on a borrower’s willingness and capacity to repay. The highly competitive environment for credit card lending provides consumers with ample opportunity to hold several credit cards from different issuers and to pay only minimum monthly payments on outstanding balances. In such an environment, borrowers may become over-extended and unable to repay, particularly in times of an economic downturn or a personal catastrophic event.

The consumer credit card portfolio is segmented by borrower payment activity. Transactors are defined as accounts that pay off their balance by the end of each statement cycle. Revolvers are defined as an account that carries a balance from one statement cycle to the next. These accounts incur monthly finance charges, and, sometimes, late fees. Revolvers are inherently higher risk and are tracked by credit score.

A co-branded credit card portfolio is also segmented between current and significantly delinquent loans, with accounts being considered significantly delinquent after 60 days. Current loans are segmented by borrower payment activity as described above. Significantly delinquent loans are tracked by the number of cycles past due.

Commercial Commercial credit card loans are revolving loans made to small and commercial businesses. The primary risk associated with this collateral class is credit card debt which is generally unsecured; therefore, repayment depends primarily on a borrower’s willingness and capacity to repay. Borrowers may become over-extended and unable to repay, particularly in times of an economic downturn or a catastrophic event.

The commercial credit card portfolio is segmented by current and past due payment status. A borrower is past due after 30 days. In general, commercial credit card customers do not have incentive to hold a balance resulting in paying interest on credit card debt as commercial customers will typically have other debt obligations with lower interest rates in which they can utilize for capital.

The following tables provide a summary of the amortized cost balance of consumer credit cards by risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Consumer

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

Transactor accounts

 

$

122,494

 

 

$

123,445

 

Revolver accounts (by credit score):

 

 

 

 

 

 

Less than 600

 

 

12,922

 

 

 

13,123

 

600-619

 

 

6,657

 

 

 

7,127

 

620-639

 

 

11,911

 

 

 

12,243

 

640-659

 

 

19,360

 

 

 

19,679

 

660-679

 

 

20,322

 

 

 

20,261

 

680-699

 

 

22,516

 

 

 

22,814

 

700-719

 

 

24,366

 

 

 

25,385

 

720-739

 

 

21,141

 

 

 

22,547

 

740-759

 

 

20,345

 

 

 

19,838

 

760-779

 

 

19,859

 

 

 

19,864

 

780-799

 

 

18,143

 

 

 

18,774

 

800-819

 

 

11,588

 

 

 

11,782

 

820-839

 

 

5,551

 

 

 

6,151

 

840+

 

 

1,244

 

 

 

1,213

 

Total

 

$

338,419

 

 

$

344,246

 

 

The following table provides a summary of the amortized cost balance of consumer credit cards considered significantly delinquent for a co-branded portfolio by delinquent cycles as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Consumer

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

61-90 Days

 

$

825

 

 

$

1,084

 

91-120 Days

 

 

813

 

 

 

848

 

121-150 Days

 

 

679

 

 

 

805

 

151-180 Days

 

 

657

 

 

 

766

 

Total

 

$

2,974

 

 

$

3,503

 

 

The following table provides a summary of the amortized cost balance of commercial credit cards by risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Commercial

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

Current

 

$

347,195

 

 

$

330,585

 

Past Due

 

 

29,243

 

 

 

22,399

 

Total

 

$

376,438

 

 

$

352,984

 

 

Leases and other

A discussion of the credit quality indicators that impact each type of collateral securing Leases and other loans is included below:

Leases Leases are either loans to individuals for household, family, and other personal expenditures or are loans related to all other direct financing and leveraged leases on property for leasing to lessees other than for household, family and other personal expenditure purposes. All leases are secured by the lease between the lessor and the lessee. These assignments grant the creditor a security interest in the rent stream from any lease, an important source of cash to pay the note in case of the borrower’s default.

Other Other loans are loans that are obligations of states and political subdivisions in the U.S., loans for purchasing or carrying securities, or all other non-consumer loans. Risk associated with other loans is tied to the underlying collateral by each type of loan. Collateral is generally equipment, accounts receivable, inventory, 1-4 family residential construction and is susceptible to the same risks mentioned with those collateral types previously.

Based on the factors noted above for each type of collateral, the Company assigns risk ratings to borrowers based on their most recently assessed financial position.

The following table provides a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Leases

 

 

Other

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

 

March 31, 2026

 

 

December 31, 2025

 

Pass

 

$

1,186

 

 

$

1,214

 

 

$

407,737

 

 

$

237,186

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

Total

 

$

1,186

 

 

$

1,214

 

 

$

407,737

 

 

$

237,186

 

 

Allowance for Credit Losses

The ACL is a valuation account that is deducted from loans’ and held-to-maturity (HTM) securities’ amortized cost bases to present the net amount expected to be collected on the instrument. Loans and HTM securities are charged off against the ACL when management believes the balance has become uncollectible. Expected recoveries are included in the allowance and do not exceed the aggregate of amounts previously charged-off and expected to be charged-off.

Management estimates the allowance balance using relevant available information, from internal and external sources, related to past events, current conditions, and reasonable and supportable economic forecasts. Historical credit loss experience provides the basis for the estimation of expected credit losses and is tracked over an economic cycle to capture a ‘through the cycle’ loss history. Adjustments to historical loss information are made for differences in current loan-specific risk characteristics such as differences in portfolio industry-based segmentation, risk rating and credit score changes, average prepayment rates, changes in environmental conditions, or other relevant factors. For economic forecasts, the Company uses the Moody’s baseline scenario. The Company has developed a dynamic reasonable and supportable forecast period that ranges from one to three years and changes based on economic conditions. The Company’s reasonable and supportable forecast period is one year. After the reasonable and supportable forecast period, the Company reverts to historical losses. The reversion method applied to each portfolio can either be cliff in which the Company reverts immediately to historical losses or straight-line over four quarters.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. The ACL also incorporates qualitative factors which represent adjustments to historical credit loss experience for items such as concentrations of credit and results of internal loan review. The Company has identified the following portfolio segments and measures the allowance for credit losses using the following methods. The Company’s portfolio segmentation consists of Commercial and industrial, Specialty lending, Commercial real estate, Consumer real estate, Consumer, Credit cards, Leases and other, and Held-to-maturity securities. Multiple modeling techniques are used to measure credit losses based on the portfolio.

The ACL for Commercial and industrial and Leases and other segments are measured using a probability of default and loss given default method. Primary risk drivers within the segment are risk ratings of the individual loans along with changes of macro-economic variables. The economic variables utilized are typically comprised of leading and lagging indicators. The ACL for Commercial and industrial loans is calculated by modeling probability of default (PD) over future periods multiplied by historical loss given default rates (LGD) multiplied by contractual exposure at default minus any estimated prepayments and charge offs.

Collateral positions for Specialty lending loans are continuously monitored by the Company and the borrower is required to continually adjust the amount of collateral securing the loan. Credit losses are measured for any position where the amortized cost basis is greater than the fair value of the collateral. The ACL for specialty lending loans is calculated by using a bottom-up approach comparing collateral values to outstanding balances.

The ACL for the Commercial real estate segment is measured using a PD and LGD method. Primary risk characteristics within the segment are risk ratings of the individual loans, along with changes of macro-economic variables, such as interest rates, CRE price index, median household income, construction activity, farm income, and vacancy rates. The ACL for Commercial real estate loans is calculated by modeling PD over future periods based on peer bank data. The PD loss rate is then multiplied by historical LGD multiplied by contractual exposure at default minus any estimated prepayments and charge offs.

The ACL for the Consumer real estate and Consumer segments are measured using an origination vintage loss rate method applied to the loans’ amortized cost balance. The primary risk driver within the segments is year of origination along with changes of macro-economic variables such as unemployment and the home price index.

The Credit card segment contains both consumer and commercial credit cards. The ACL for Consumer credit cards is measured using a PD and LGD method for Revolvers and average historical loss rates across a defined lookback period for Transactors. The PD and LGD method used for Revolvers is similar in nature to the method used in the Commercial and industrial and Commercial real estate segments. Primary risk drivers within the segment are credit ratings of the individual card holders along with changes of macro-economic variables such as

unemployment and retail sales. The ACL for Commercial credit cards is measured using roll-rate loss rate method based on days past due.

The ACL for the State and political HTM securities segment is measured using a loss rate method based on historical bond rating transitions. Primary risk drivers within the segment are bond ratings in the portfolio along with changes of macro-economic conditions. There is no ACL for the U.S. Treasury, U.S. Agency, and GSE mortgage-backed HTM securities portfolios as they are considered to be agency-backed securities with no risk of loss as they are either explicitly or implicitly guaranteed by the U.S. government. For further discussion on these securities, including the aging and amortized cost balance of HTM securities, see Note 5, “Securities.”

See the credit quality indicators presented previously for a summary of current risk in the Company’s portfolio. Changes in economic forecasts will affect all portfolio segments, updated financial records from borrowers will affect portfolio segments by risk rating, updated credit scores will affect consumer credit cards, payment performance will affect consumer and commercial credit card portfolio segments, and updated bond credit ratings will affect held-to-maturity securities. The Company actively monitors all credit quality indicators for risk changes that will influence the current estimate.

Expected credit losses are estimated over the contractual term of the loans, adjusted for prepayments when appropriate. The contractual term excludes expected extensions, renewals, and modifications unless either of the following applies: management has a reasonable expectation at the reporting date that a concessionary loan term has been granted to a borrower experiencing financial difficulty or the extension or renewal options are included in the original or modified contract at the reporting date and are not unconditionally cancelable by the Company.

Credit card receivables do not have stated maturities. In determining the estimated life of a credit card receivable, management first estimates the future cash flows expected to be received and then applies those expected future cash flows to the credit card balance. Expected credit losses for credit cards are determined by estimating the amount and timing of principal payments expected to be received as payment for the balance outstanding as of the reporting period until the expected payments have been fully allocated. The ACL is recorded for the excess of the balance outstanding as of the reporting period over the expected principal payments.

Loans that do not share risk characteristics are evaluated on an individual basis. Loans evaluated individually include loans on nonaccrual, loans that include modifications deemed concessionary made to borrowers experiencing financial difficulty, or any loans specifically identified, and are excluded from the collective evaluation. When it is determined that payment of interest or recovery of all principal is questionable, expected credit losses are based on the fair value of the collateral at the reporting date, adjusted for undiscounted selling costs as appropriate. All loans are classified as collateral dependent if placed on non-accrual or include modifications made to borrowers experiencing financial difficulty.

ALLOWANCE FOR CREDIT LOSSES AND RECORDED INVESTMENT IN LOANS

This table provides a rollforward of the allowance for credit losses by portfolio segment for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

 

Three Months Ended March 31, 2026

 

 

 

Commercial and industrial

 

 

Specialty lending

 

 

Commercial real estate

 

 

Consumer real estate

 

 

Consumer

 

 

Credit cards

 

 

Leases and other

 

 

Total - Loans

 

 

HTM

 

 

Total

 

Allowance for credit losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

240,324

 

 

$

 

 

$

151,060

 

 

$

6,938

 

 

$

1,387

 

 

$

18,042

 

 

$

1,727

 

 

$

419,478

 

 

$

1,684

 

 

$

421,162

 

Charge-offs

 

 

(3,349

)

 

 

 

 

 

(10,764

)

 

 

(513

)

 

 

(1,085

)

 

 

(5,876

)

 

 

 

 

 

(21,587

)

 

 

 

 

 

(21,587

)

Recoveries

 

 

1,090

 

 

 

 

 

 

3

 

 

 

19

 

 

 

299

 

 

 

1,227

 

 

 

20

 

 

 

2,658

 

 

 

 

 

 

2,658

 

Provision

 

 

14,604

 

 

 

 

 

 

6,136

 

 

 

(1,310

)

 

 

718

 

 

 

5,138

 

 

 

41

 

 

 

25,327

 

 

 

1,673

 

 

 

27,000

 

Ending balance - ACL

 

$

252,669

 

 

$

 

 

$

146,435

 

 

$

5,134

 

 

$

1,319

 

 

$

18,531

 

 

$

1,788

 

 

$

425,876

 

 

$

3,357

 

 

$

429,233

 

Allowance for credit losses on off-balance sheet credit exposures:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

2,886

 

 

$

 

 

$

2,548

 

 

$

154

 

 

$

91

 

 

$

 

 

$

27

 

 

$

5,706

 

 

$

15

 

 

$

5,721

 

Provision

 

 

979

 

 

 

 

 

 

(940

)

 

 

(38

)

 

 

(14

)

 

 

 

 

 

4

 

 

 

(9

)

 

 

9

 

 

 

 

Ending balance - ACL on off-balance sheet

 

$

3,865

 

 

$

 

 

$

1,608

 

 

$

116

 

 

$

77

 

 

$

 

 

$

31

 

 

$

5,697

 

 

$

24

 

 

$

5,721

 

 

 

Three Months Ended March 31, 2025

 

 

 

Commercial and industrial

 

 

Specialty lending

 

 

Commercial real estate

 

 

Consumer real estate

 

 

Consumer

 

 

Credit cards

 

 

Leases and other

 

 

Total - Loans

 

 

HTM

 

 

Total

 

Allowance for credit losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

161,553

 

 

$

 

 

$

77,340

 

 

$

4,327

 

 

$

966

 

 

$

14,272

 

 

$

631

 

 

$

259,089

 

 

$

2,645

 

 

$

261,734

 

PCD allowance for credit loss at acquisition

 

 

35,143

 

 

 

 

 

 

26,764

 

 

 

206

 

 

 

13

 

 

 

 

 

 

 

 

 

62,126

 

 

 

 

 

 

62,126

 

Charge-offs

 

 

(25,996

)

 

 

 

 

 

(2,324

)

 

 

(1,229

)

 

 

(742

)

 

 

(6,676

)

 

 

 

 

 

(36,967

)

 

 

 

 

 

(36,967

)

Recoveries

 

 

69

 

 

 

 

 

 

 

 

 

16

 

 

 

119

 

 

 

891

 

 

 

 

 

 

1,095

 

 

 

 

 

 

1,095

 

Provision

 

 

21,986

 

 

 

 

 

 

47,565

 

 

 

1,478

 

 

 

1,132

 

 

 

11,508

 

 

 

(90

)

 

 

83,579

 

 

 

1,921

 

 

 

85,500

 

Ending balance - ACL

 

$

192,755

 

 

$

 

 

$

149,345

 

 

$

4,798

 

 

$

1,488

 

 

$

19,995

 

 

$

541

 

 

$

368,922

 

 

$

4,566

 

 

$

373,488

 

Allowance for credit losses on off-balance sheet credit exposures:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

2,234

 

 

$

 

 

$

1,741

 

 

$

70

 

 

$

16

 

 

$

 

 

$

63

 

 

$

4,124

 

 

$

14

 

 

$

4,138

 

Initial allowance for credit loss at acquisition

 

 

2,166

 

 

 

 

 

 

1,192

 

 

 

63

 

 

 

41

 

 

 

 

 

 

114

 

 

 

3,576

 

 

 

7

 

 

 

3,583

 

Provision

 

 

1,135

 

 

 

 

 

 

(521

)

 

 

5

 

 

 

34

 

 

 

 

 

 

(142

)

 

 

511

 

 

 

(11

)

 

 

500

 

Ending balance - ACL on off-balance sheet

 

$

5,535

 

 

$

 

 

$

2,412

 

 

$

138

 

 

$

91

 

 

$

 

 

$

35

 

 

$

8,211

 

 

$

10

 

 

$

8,221

 

 

 

Purchased loans that reflect a more than insignificant credit deterioration since origination at the date of acquisition are classified as PCD loans. PCD loans are recorded at fair value plus the ACL expected at the time of acquisition. Upon the acquisition of HTLF, the Company recorded $62.1 million to establish the PCD ACL. During the second and third quarters of 2025, the Company recorded an additional $15.2 million and $8.0 million, respectively, to the PCD ACL based on credit factors that were determined to be in existence as of the date of acquisition.

 

The allowance for credit losses on off-balance sheet credit exposures is recorded in the Accrued expenses and taxes line of the Company’s Consolidated Balance Sheets. See Note 10 “Commitments, Contingencies and Guarantees.”

Collateral Dependent Financial Assets

The following tables provide the amortized cost balance of financial assets considered collateral dependent as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

Loan Segment and Type

 

Amortized Cost of Collateral Dependent Assets

 

 

Related Allowance for Credit Losses

 

 

Amortized Cost of Collateral Dependent Assets with no related Allowance

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

53,449

 

 

$

18,535

 

 

$

11,458

 

Agriculture

 

 

1,681

 

 

 

500

 

 

 

1,181

 

NDFIs

 

 

845

 

 

 

844

 

 

 

1

 

Total Commercial and industrial

 

 

55,975

 

 

 

19,879

 

 

 

12,640

 

Specialty lending:

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

 

 

 

 

 

 

 

Total Specialty lending

 

 

 

 

 

 

 

 

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

16,496

 

 

 

6,427

 

 

 

10,069

 

Non-owner-occupied

 

 

28,907

 

 

 

4,486

 

 

 

5,306

 

Farmland

 

 

3,655

 

 

 

 

 

 

3,655

 

5+ Multi-family

 

 

14,324

 

 

 

 

 

 

14,324

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

General construction

 

 

193

 

 

 

 

 

 

193

 

Total Commercial real estate

 

 

63,575

 

 

 

10,913

 

 

 

33,547

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

HELOC

 

 

5,421

 

 

 

 

 

 

5,421

 

First lien: 1-4 family

 

 

24,827

 

 

 

52

 

 

 

23,818

 

Junior lien: 1-4 family

 

 

855

 

 

 

 

 

 

855

 

Total Consumer real estate

 

 

31,103

 

 

 

52

 

 

 

30,094

 

Consumer:

 

 

 

 

 

 

 

 

 

Revolving line

 

 

34

 

 

 

 

 

 

34

 

Auto

 

 

45

 

 

 

 

 

 

45

 

Other

 

 

68

 

 

 

 

 

 

68

 

Total Consumer

 

 

147

 

 

 

 

 

 

147

 

Leases and other:

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

Total Leases and other

 

 

 

 

 

 

 

 

 

Total loans

 

$

150,800

 

 

$

30,844

 

 

$

76,428

 

 

 

 

December 31, 2025

 

Loan Segment and Type

 

Amortized Cost of Collateral Dependent Assets

 

 

Related Allowance for Credit Losses

 

 

Amortized Cost of Collateral Dependent Assets with no related Allowance

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

23,594

 

 

$

10,741

 

 

$

9,274

 

Agriculture

 

 

2,186

 

 

 

687

 

 

 

743

 

NDFIs

 

 

853

 

 

 

 

 

 

853

 

Total Commercial and industrial

 

 

26,633

 

 

 

11,428

 

 

 

10,870

 

Specialty lending:

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

 

 

 

 

 

 

 

Total Specialty lending

 

 

 

 

 

 

 

 

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

10,905

 

 

 

2,240

 

 

 

3,746

 

Non-owner-occupied

 

 

50,955

 

 

 

9,093

 

 

 

8,957

 

Farmland

 

 

3,389

 

 

 

 

 

 

3,389

 

5+ Multi-family

 

 

14,324

 

 

 

 

 

 

14,324

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

General construction

 

 

7,408

 

 

 

161

 

 

 

5,700

 

Total Commercial real estate

 

 

86,981

 

 

 

11,494

 

 

 

36,116

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

HELOC

 

 

5,319

 

 

 

 

 

 

5,319

 

First lien: 1-4 family

 

 

23,969

 

 

 

205

 

 

 

22,720

 

Junior lien: 1-4 family

 

 

622

 

 

 

 

 

 

622

 

Total Consumer real estate

 

 

29,910

 

 

 

205

 

 

 

28,661

 

Consumer:

 

 

 

 

 

 

 

 

 

Revolving line

 

 

633

 

 

 

 

 

 

633

 

Auto

 

 

47

 

 

 

 

 

 

47

 

Other

 

 

97

 

 

 

 

 

 

97

 

Total Consumer

 

 

777

 

 

 

 

 

 

777

 

Leases and other:

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

Total Leases and other

 

 

 

 

 

 

 

 

 

Total loans

 

$

144,301

 

 

$

23,127

 

 

$

76,424

 

 

Modifications made to Borrowers Experiencing Financial Difficulty

In the normal course of business, the Company may execute loan modifications with borrowers. These modifications are analyzed to determine whether the modification is considered concessionary, long term and made to a borrower experiencing financial difficulty. The Company’s modifications generally include interest rate adjustments, principal reductions, and amortization and maturity date extensions. These modifications allow the borrower short-term cash relief to allow them to improve their financial condition. If a loan modification is determined to be made to a borrower experiencing financial difficulty, the loan is considered collateral dependent and evaluated as part of the ACL as described above in the Allowance for Credit Losses section of this note.

For the three months ended March 31, 2026, the Company had three new modifications on residential real estate loans made to borrowers experiencing financial difficulty with a total pre-modification loan balance of $534 thousand and a total post-modification loan balance of $538 thousand. For the three months ended March 31, 2025, the Company had one modifications on residential real estate loans made to a borrower experiencing financial difficulty with a total pre- and post-modification loan balance of $225 thousand.

The Company had no commitments to lend to borrowers experiencing financial difficulty for which the Company has modified an existing loan as of March 31, 2026 and 2025. The Company monitors loan payments on an on-going basis to determine if a loan is considered to have a payment default. Determination of payment default involves analyzing the economic conditions that exist for each customer and their ability to generate positive cash flows during the loan term. For the three months ended March 31, 2026 and 2025, the Company had no loan modifications made to borrowers experiencing financial difficulty for which there was a payment default within the 12 months following the modification date.

v3.26.1
Securities
3 Months Ended
Mar. 31, 2026
Investments, Debt and Equity Securities [Abstract]  
Securities

5. Securities

Securities Available for Sale

This table provides detailed information about securities available for sale at March 31, 2026 and December 31, 2025 (in thousands):

March 31, 2026

 

Amortized
Cost

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Fair
Value

 

U.S. Treasury

 

$

2,252,751

 

 

$

8,082

 

 

$

(3,120

)

 

$

2,257,713

 

U.S. Agencies

 

 

49,834

 

 

 

200

 

 

 

(66

)

 

 

49,968

 

Mortgage-backed

 

 

8,589,349

 

 

 

42,549

 

 

 

(344,025

)

 

 

8,287,873

 

State and political subdivisions

 

 

2,448,080

 

 

 

17,379

 

 

 

(94,003

)

 

 

2,371,456

 

Corporates

 

 

142,631

 

 

 

267

 

 

 

(3,217

)

 

 

139,681

 

Collateralized loan obligations

 

 

554,875

 

 

 

151

 

 

 

(831

)

 

 

554,195

 

Total

 

$

14,037,520

 

 

$

68,628

 

 

$

(445,262

)

 

$

13,660,886

 

December 31, 2025

 

Amortized
Cost

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Fair
Value

 

U.S. Treasury

 

$

2,301,248

 

 

$

20,008

 

 

$

(441

)

 

$

2,320,815

 

U.S. Agencies

 

 

62,069

 

 

 

401

 

 

 

(100

)

 

 

62,370

 

Mortgage-backed

 

 

8,427,197

 

 

 

71,827

 

 

 

(331,151

)

 

 

8,167,873

 

State and political subdivisions

 

 

2,494,537

 

 

 

24,898

 

 

 

(72,847

)

 

 

2,446,588

 

Corporates

 

 

180,854

 

 

 

349

 

 

 

(4,088

)

 

 

177,115

 

Collateralized loan obligations

 

 

533,995

 

 

 

504

 

 

 

(119

)

 

 

534,380

 

Total

 

$

13,999,900

 

 

$

117,987

 

 

$

(408,746

)

 

$

13,709,141

 

 

The following table presents contractual maturity information for securities available for sale at March 31, 2026 (in thousands):

 

 

Amortized

 

 

Fair

 

 

 

Cost

 

 

Value

 

Due in 1 year or less

 

$

776,270

 

 

$

777,228

 

Due after 1 year through 5 years

 

 

2,284,188

 

 

 

2,279,354

 

Due after 5 years through 10 years

 

 

599,727

 

 

 

589,950

 

Due after 10 years

 

 

1,787,986

 

 

 

1,726,481

 

Total

 

 

5,448,171

 

 

 

5,373,013

 

Mortgage-backed securities

 

 

8,589,349

 

 

 

8,287,873

 

Total securities available for sale

 

$

14,037,520

 

 

$

13,660,886

 

 

Securities may be disposed of before contractual maturities due to sales by the Company or because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties.

The following table presents the sales of securities available for sale for the three months ended March 31, 2026 and 2025 (in thousands):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Proceeds from sales

 

$

51,771

 

 

$

611,423

 

Gross realized gains

 

 

403

 

 

 

390

 

Gross realized losses

 

 

 

 

 

 

There were $12.7 billion and $13.4 billion of securities pledged to secure U.S. Government deposits, other public deposits, certain trust deposits, derivative transactions, and repurchase agreements at March 31, 2026 and December 31, 2025, respectively.

Accrued interest on securities available for sale totaled $74.5 million and $82.9 million as of March 31, 2026 and December 31, 2025, respectively, and is included in the Accrued income line on the Company’s Consolidated Balance Sheets. The total amount of accrued interest is excluded from the amortized cost of available-for-sale securities presented above. Further, the Company has elected not to measure an ACL for accrued interest receivable.

The following table shows the Company’s available-for-sale investments’ gross unrealized losses and fair value, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position, at March 31, 2026 and December 31, 2025 (in thousands):

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

March 31, 2026

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

Description of Securities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

 

77

 

 

$

594,413

 

 

$

(2,942

)

 

 

1

 

 

$

14,815

 

 

$

(178

)

 

 

78

 

 

$

609,228

 

 

$

(3,120

)

U.S. Agencies

 

 

1

 

 

 

7,569

 

 

 

(66

)

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

7,569

 

 

 

(66

)

Mortgage-backed

 

 

212

 

 

 

1,987,192

 

 

 

(18,766

)

 

 

798

 

 

 

2,696,163

 

 

 

(325,259

)

 

 

1,010

 

 

 

4,683,355

 

 

 

(344,025

)

State and political subdivisions

 

 

474

 

 

 

631,510

 

 

 

(14,306

)

 

 

837

 

 

 

806,914

 

 

 

(79,697

)

 

 

1,311

 

 

 

1,438,424

 

 

 

(94,003

)

Corporates

 

 

 

 

 

 

 

 

 

 

 

89

 

 

 

120,650

 

 

 

(3,217

)

 

 

89

 

 

 

120,650

 

 

 

(3,217

)

Collateralized loan obligations

 

 

32

 

 

 

317,287

 

 

 

(788

)

 

 

2

 

 

 

12,963

 

 

 

(43

)

 

 

34

 

 

 

330,250

 

 

 

(831

)

Total

 

 

796

 

 

$

3,537,971

 

 

$

(36,868

)

 

 

1,727

 

 

$

3,651,505

 

 

$

(408,394

)

 

 

2,523

 

 

$

7,189,476

 

 

$

(445,262

)

 

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

December 31, 2025

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

Description of Securities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

 

8

 

 

$

72,013

 

 

$

(88

)

 

 

2

 

 

$

30,234

 

 

$

(353

)

 

 

10

 

 

$

102,247

 

 

$

(441

)

U.S. Agencies

 

 

1

 

 

 

7,855

 

 

 

(100

)

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

7,855

 

 

 

(100

)

Mortgage-backed

 

 

82

 

 

 

757,160

 

 

 

(5,682

)

 

 

817

 

 

 

2,871,729

 

 

 

(325,469

)

 

 

899

 

 

 

3,628,889

 

 

 

(331,151

)

State and political subdivisions

 

 

152

 

 

 

515,364

 

 

 

(11,181

)

 

 

1,142

 

 

 

809,113

 

 

 

(61,666

)

 

 

1,294

 

 

 

1,324,477

 

 

 

(72,847

)

Corporates

 

 

1

 

 

 

2,990

 

 

 

(10

)

 

 

134

 

 

 

164,108

 

 

 

(4,078

)

 

 

135

 

 

 

167,098

 

 

 

(4,088

)

Collateralized loan obligations

 

 

20

 

 

 

164,531

 

 

 

(112

)

 

 

1

 

 

 

2,999

 

 

 

(7

)

 

 

21

 

 

 

167,530

 

 

 

(119

)

Total

 

 

264

 

 

$

1,519,913

 

 

$

(17,173

)

 

 

2,096

 

 

$

3,878,183

 

 

$

(391,573

)

 

 

2,360

 

 

$

5,398,096

 

 

$

(408,746

)

The unrealized losses in the Company’s investments were caused by changes in interest rates, and not from a decline in credit of the underlying issuers. The U.S. Treasury, U.S. Agency, and GSE mortgage-backed securities are all considered to be agency-backed securities with no risk of loss as they are either explicitly or implicitly guaranteed by the U.S. government. The changes in fair value in the agency-backed portfolios are solely driven by change in interest rates caused by changing economic conditions. The Company has no knowledge of any underlying credit issues and the cash flows underlying the debt securities have not changed and are not expected to be impacted by changes in interest rates.

For the State and political subdivision portfolio, the majority of the Company’s holdings are in general obligation bonds, which have a very low historical default rate due to issuers generally having unlimited taxing authority to service the debt. For the State and political, Corporates, and Collateralized loan obligations portfolios, the Company has a robust process for monitoring credit risk, including both pre-purchase and ongoing post-purchase credit reviews and analysis. The Company monitors credit ratings of all bond issuers in these segments and reviews available financial data, including market and sector trends.

As of March 31, 2026 and December 31, 2025, there was no ACL related to the Company’s available-for-sale securities as the decline in fair value did not result from credit issues.

Securities Held to Maturity

The following table provides detailed information about securities held to maturity at March 31, 2026 and December 31, 2025, respectively (in thousands):

March 31, 2026

 

Amortized Cost

 

 

Gross Unrealized Gains

 

 

Gross Unrealized Losses

 

 

Fair Value

 

 

Allowance for Credit Losses

 

 

Net Carrying Amount

 

U.S. Treasury

 

$

38,256

 

 

$

 

 

$

(298

)

 

$

37,958

 

 

$

 

 

$

38,256

 

Mortgage-backed

 

 

2,463,304

 

 

 

87

 

 

 

(307,694

)

 

 

2,155,697

 

 

 

 

 

 

2,463,304

 

State and political subdivisions

 

 

3,201,678

 

 

 

12,919

 

 

 

(235,688

)

 

 

2,978,909

 

 

 

(3,357

)

 

 

3,198,321

 

Total

 

$

5,703,238

 

 

$

13,006

 

 

$

(543,680

)

 

$

5,172,564

 

 

$

(3,357

)

 

$

5,699,881

 

December 31, 2025

 

Amortized Cost

 

 

Gross Unrealized Gains

 

 

Gross Unrealized Losses

 

 

Fair Value

 

 

Allowance for Credit Losses

 

 

Net Carrying Amount

 

U.S. Treasury

 

$

38,253

 

 

$

27

 

 

$

(37

)

 

$

38,243

 

 

$

 

 

$

38,253

 

Mortgage-backed

 

 

2,513,667

 

 

 

335

 

 

 

(305,040

)

 

 

2,208,962

 

 

 

 

 

 

2,513,667

 

State and political subdivisions

 

 

3,172,307

 

 

 

26,713

 

 

 

(195,760

)

 

 

3,003,260

 

 

 

(1,684

)

 

 

3,170,623

 

Total

 

$

5,724,227

 

 

$

27,075

 

 

$

(500,837

)

 

$

5,250,465

 

 

$

(1,684

)

 

$

5,722,543

 

The following table presents contractual maturity information for securities held to maturity at March 31, 2026 (in thousands):

 

 

 

Amortized

 

 

Fair

 

 

 

Cost

 

 

Value

 

Due in 1 year or less

 

$

124,608

 

 

$

124,506

 

Due after 1 year through 5 years

 

 

420,999

 

 

 

410,094

 

Due after 5 years through 10 years

 

 

862,412

 

 

 

823,822

 

Due after 10 years

 

 

1,831,915

 

 

 

1,658,445

 

Total

 

 

3,239,934

 

 

 

3,016,867

 

Mortgage-backed securities

 

 

2,463,304

 

 

 

2,155,697

 

Total securities held to maturity

 

$

5,703,238

 

 

$

5,172,564

 

 

Expected maturities will differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties.

There were no sales of securities held to maturity during three months ended March 31, 2026 or 2025.

During the year ended December 31, 2022, securities with an amortized cost of $4.1 billion and a fair value of $3.8 billion were transferred from the available-for-sale classification to the held-to-maturity classification as the Company has the positive intent and ability to hold these securities to maturity. The transfers of securities were made at fair value at the time of transfer. The unrealized holding gain or loss at the time of transfer is retained in AOCI and will be amortized over the remaining life of the securities, offsetting the related amortization of discount or premium on the transferred securities. No gains or losses were recognized at the time of the transfers. The amortized cost balance of securities held to maturity in the tables above includes a net unamortized unrealized loss of $132.1 million and $139.2 million at March 31, 2026 and December 31, 2025, respectively.

Accrued interest on securities held to maturity totaled $25.2 million and $28.0 million as of March 31, 2026 and December 31, 2025, respectively, and is included in the Accrued income line on the Company’s Consolidated Balance Sheets. The total amount of accrued interest is excluded from the amortized cost of held-to-maturity securities presented above. Further, the Company has elected not to measure an ACL for accrued interest receivable.

The following table shows the Company’s held-to-maturity investments’ gross unrealized losses and fair value, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position, at March 31, 2026 and December 31, 2025, respectively (in thousands):

 

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

March 31, 2026

 

Count

 

 

Fair Value

 

 

Unrealized Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized Losses

 

U.S. Treasury

 

 

7

 

 

$

37,958

 

 

$

(298

)

 

 

 

 

$

 

 

$

 

 

 

7

 

 

$

37,958

 

 

$

(298

)

Mortgage-backed

 

 

14

 

 

 

172,121

 

 

 

(1,682

)

 

 

262

 

 

 

1,951,706

 

 

 

(306,012

)

 

 

276

 

 

 

2,123,827

 

 

 

(307,694

)

State and political subdivisions

 

 

260

 

 

 

949,911

 

 

 

(55,117

)

 

 

1,353

 

 

 

1,493,930

 

 

 

(180,571

)

 

 

1,613

 

 

 

2,443,841

 

 

 

(235,688

)

Total

 

 

281

 

 

$

1,159,990

 

 

$

(57,097

)

 

 

1,615

 

 

$

3,445,636

 

 

$

(486,583

)

 

 

1,896

 

 

$

4,605,626

 

 

$

(543,680

)

 

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

December 31, 2025

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

U.S. Treasury

 

 

3

 

 

$

15,913

 

 

$

(37

)

 

 

 

 

$

 

 

$

 

 

 

3

 

 

$

15,913

 

 

$

(37

)

Mortgage-backed

 

 

10

 

 

 

147,066

 

 

 

(918

)

 

 

262

 

 

 

1,998,984

 

 

 

(304,122

)

 

 

272

 

 

 

2,146,050

 

 

 

(305,040

)

State and political subdivisions

 

 

146

 

 

 

687,180

 

 

 

(41,122

)

 

 

1,354

 

 

 

1,480,709

 

 

 

(154,638

)

 

 

1,500

 

 

 

2,167,889

 

 

 

(195,760

)

Total

 

 

159

 

 

$

850,159

 

 

$

(42,077

)

 

 

1,616

 

 

$

3,479,693

 

 

$

(458,760

)

 

 

1,775

 

 

$

4,329,852

 

 

$

(500,837

)

 

The unrealized losses in the Company’s held-to-maturity portfolio were caused by changes in the interest rate environment. The U.S. Treasury and GSE mortgage-backed securities are considered to be agency-backed securities with no risk of loss as they are either explicitly or implicitly guaranteed by the U.S. government. Therefore, the Company’s expected lifetime loss for these portfolios is zero and there is no ACL recorded for these portfolios. The Company has no knowledge of any underlying credit issues and the cash flows underlying the debt securities have not changed and are not expected to be impacted by changes in interest rates.

For the State and political subdivision portfolio, the Company’s holdings are in general obligation bonds as well as private placement bonds, which have very low historical default rates due to issuers generally having unlimited taxing authority to service the debt. The Company has a robust process for monitoring credit risk, including both pre-purchase and ongoing post-purchase credit reviews and analysis. The Company monitors credit ratings of all bond issuers in these segments and reviews available financial data, including market and sector trends. The underlying bonds are evaluated for credit losses in conjunction with management’s estimate of the ACL based on credit rating.

The following tables show the amortized cost basis by credit rating of the Company’s held-to-maturity State and political subdivisions bond investments at March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Amortized Cost Basis by Credit Rating - HTM Debt Securities

 

March 31, 2026

 

AAA

 

 

AA

 

 

A

 

 

BBB

 

 

BB

 

 

B

 

 

CCC-C

 

 

Total

 

State and political subdivisions:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Competitive

 

$

47,376

 

 

$

51,712

 

 

$

372,892

 

 

$

804,924

 

 

$

30,295

 

 

$

23,100

 

 

$

13,604

 

 

$

1,343,903

 

Utilities

 

 

827,336

 

 

 

902,260

 

 

 

110,407

 

 

 

15,316

 

 

 

2,456

 

 

 

 

 

 

 

 

 

1,857,775

 

Total state and political subdivisions

 

$

874,712

 

 

$

953,972

 

 

$

483,299

 

 

$

820,240

 

 

$

32,751

 

 

$

23,100

 

 

$

13,604

 

 

$

3,201,678

 

 

 

 

Amortized Cost Basis by Credit Rating - HTM Debt Securities

 

December 31, 2025

 

AAA

 

 

AA

 

 

A

 

 

BBB

 

 

BB

 

 

B

 

 

CCC-C

 

 

Total

 

State and political subdivisions:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Competitive

 

$

46,933

 

 

$

51,390

 

 

$

379,973

 

 

$

812,061

 

 

$

34,105

 

 

$

23,326

 

 

$

14,424

 

 

$

1,362,212

 

Utilities

 

 

899,088

 

 

 

777,880

 

 

 

114,845

 

 

 

15,824

 

 

 

2,458

 

 

 

 

 

 

 

 

 

1,810,095

 

Total state and political subdivisions

 

$

946,021

 

 

$

829,270

 

 

$

494,818

 

 

$

827,885

 

 

$

36,563

 

 

$

23,326

 

 

$

14,424

 

 

$

3,172,307

 

 

Competitive held-to-maturity securities include not-for-profit enterprises that provide public functions such as housing, higher education or healthcare, but do so in a competitive environment. It also includes project financings that can have relatively high enterprise risk, such as deals backed by revenues from sports or convention facilities or start-up transportation revenues.

Utilities are public enterprises providing essential services with a monopoly or near-monopoly over the service area. This includes environmental utilities (water, sewer, solid waste), power utilities (electric distribution and generation, gas), and transportation utilities (airports, parking, toll roads, mass transit, ports).
 

The following table presents the aging of past due held-to-maturity securities at March 31, 2026 (in thousands):

 

March 31, 2026

 

30-89
Days Past
Due and
Accruing

 

 

Greater than
90 Days Past
Due and
Accruing

 

 

Non-
Accrual

 

 

Total
Past Due

 

 

Current

 

 

Total

 

State and political subdivisions:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Competitive

 

$

131

 

 

$

16,470

 

 

$

 

 

$

16,601

 

 

$

1,327,302

 

 

$

1,343,903

 

Utilities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,857,775

 

 

 

1,857,775

 

Total state and political subdivisions

 

$

131

 

 

$

16,470

 

 

$

 

 

$

16,601

 

 

$

3,185,077

 

 

$

3,201,678

 

All held-to-maturity securities were current and not past due at December 31, 2025.

Trading Securities

There were net unrealized losses of $6 thousand and $15 thousand on trading securities at March 31, 2026 and 2025, respectively. Net unrealized gains and losses are included in trading and investment banking income on the Company’s Consolidated Statements of Income. Securities sold not yet purchased totaled $8.3 million and $4.1

million at March 31, 2026 and December 31, 2025, respectively, and are classified within the Other liabilities line of the Company’s Consolidated Balance Sheets.

Other Securities

The table below provides detailed information for Other securities at March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

December 31, 2025

 

FRB and FHLB stock

 

$

137,660

 

 

$

137,498

 

Equity securities with readily determinable fair values

 

 

12,604

 

 

 

14,690

 

Equity securities without readily determinable fair values

 

 

535,326

 

 

 

524,112

 

Total

 

$

685,590

 

 

$

676,300

 

Investment in FRB stock is based on the capital structure of the investing bank, and investment in FHLB stock is mainly tied to the level of borrowings from the FHLB. These holdings are carried at cost. Equity securities with readily determinable fair values are generally traded on an exchange and market prices are readily available. Equity securities without readily determinable fair values include equity investments which are held by a subsidiary qualified as a Small Business Investment Company, as well as investments in low-income housing partnerships within the areas the Company serves. Unrealized gains or losses on equity securities with and without readily determinable fair values are recognized in the Investment securities gains, net line of the Company’s Consolidated Statements of Income.

 

The table below presents the changes in equity securities without readily determinable fair values for the three months ended March 31, 2026 and 2025 (in thousands):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Beginning balance

 

$

524,112

 

 

$

416,750

 

Acquisition of HTLF

 

 

 

 

 

121,769

 

Purchases of securities

 

 

33,664

 

 

 

24,003

 

Observable upward price adjustments

 

 

3,568

 

 

 

1,022

 

Observable downward price adjustments

 

 

(636

)

 

 

(6,273

)

Sales of securities and other activity

 

 

(25,382

)

 

 

(17,341

)

Ending balance

 

$

535,326

 

 

$

539,930

 

 

Investment Securities Gains, Net

The following table presents the components of Investment securities gains (losses), net for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Investment securities gains (losses), net

 

 

 

 

 

 

Available-for-sale debt securities:

 

 

 

 

 

 

Gains realized on sales

 

$

403

 

 

$

390

 

Equity securities with readily determinable fair values:

 

 

 

 

 

 

Fair value adjustments, net

 

 

(287

)

 

 

144

 

Equity securities without readily determinable fair values:

 

 

 

 

 

 

Fair value adjustments, net

 

 

315

 

 

 

(5,243

)

Sales

 

 

2,615

 

 

 

(73

)

Total investment securities gains (losses), net

 

$

3,046

 

 

$

(4,782

)

v3.26.1
Goodwill and Other Intangibles
3 Months Ended
Mar. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Other Intangibles

6. Goodwill and Other Intangibles

Changes in the carrying amount of goodwill for the periods ended March 31, 2026 and December 31, 2025 by reportable segment are as follows (in thousands):

 

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Total

 

Balances as of January 1, 2026

 

$

1,042,577

 

 

$

76,492

 

 

$

720,756

 

 

$

1,839,825

 

Acquisition of HTLF

 

 

(1,339

)

 

 

 

 

 

(892

)

 

 

(2,231

)

Balances as of March 31, 2026

 

$

1,041,238

 

 

$

76,492

 

 

$

719,864

 

 

$

1,837,594

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Balances as of January 1, 2025

 

$

63,113

 

 

$

76,492

 

 

$

67,780

 

 

$

207,385

 

Acquisition of HTLF

 

 

979,464

 

 

 

 

 

 

652,976

 

 

 

1,632,440

 

Balances as of December 31, 2025

 

$

1,042,577

 

 

$

76,492

 

 

$

720,756

 

 

$

1,839,825

 

 

The following table lists the finite-lived intangible assets that continue to be subject to amortization as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

As of March 31, 2026

 

 

 

Core Deposit Intangible Assets

 

 

Customer Relationships

 

 

Total

 

Gross carrying amount

 

$

481,294

 

 

$

124,085

 

 

$

605,379

 

Accumulated amortization

 

 

101,011

 

 

 

40,959

 

 

 

141,970

 

Net carrying amount

 

$

380,283

 

 

$

83,126

 

 

$

463,409

 

 

 

As of December 31, 2025

 

 

 

Core Deposit Intangible Assets

 

 

Customer Relationships

 

 

Total

 

Gross carrying amount

 

$

481,294

 

 

$

124,085

 

 

$

605,379

 

Accumulated amortization

 

 

81,203

 

 

 

37,307

 

 

 

118,510

 

Net carrying amount

 

$

400,091

 

 

$

86,778

 

 

$

486,869

 

Related to the acquisition of HTLF, the Company recognized an adjustment of $2.2 million to goodwill during the period ended March 31, 2026. During 2025, the Company recognized $1.6 billion of goodwill, a $474.1 million core deposit intangible asset, wealth customer list of $26.0 million, and purchased credit card relationships of $10.9 million. See Note 13, “Acquisition” for additional information.

On September 2, 2025, the Company acquired a healthcare savings account business, which included $32.5 million of deposits. The purchase resulted in recognition of a $4.8 million core deposit intangible asset.

The following table has the aggregate amortization expense recognized in each period (in thousands):

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Aggregate amortization expense

 

$

23,460

 

 

$

17,482

 

 

The following table discloses the estimated amortization expense of intangible assets in future periods (in thousands):

For the nine months ending December 31, 2026

 

$

69,660

 

For the year ending December 31, 2027

 

 

82,528

 

For the year ending December 31, 2028

 

 

70,461

 

For the year ending December 31, 2029

 

 

61,515

 

For the year ending December 31, 2030

 

 

52,901

 

v3.26.1
Borrowed Funds
3 Months Ended
Mar. 31, 2026
Debt Disclosure [Abstract]  
Borrowed Funds

7. Borrowed Funds

The components of the Company’s borrowed funds are as follows (in thousands):

 

 

 

March 31, 2026

 

 

December 31, 2025

 

Long-term debt:

 

 

 

 

 

 

Trust preferred securities

 

$

221,176

 

 

$

220,034

 

Subordinated notes 6.25%, net of issuance costs

 

 

109,361

 

 

 

109,255

 

Subordinated notes 2.75%

 

 

146,627

 

 

 

144,940

 

Total long-term debt

 

 

477,164

 

 

 

474,229

 

Total borrowed funds

 

$

477,164

 

 

$

474,229

 

 

The following table presents details of outstanding trust preferred securities as of March 31, 2026 (in thousands):

 

 

 

Amount Outstanding

 

 

Issuance Date

 

Interest Rate

 

Interest Rate as of March 31, 2026

 

 

Maturity Date

Marquette Capital Trust I

 

$

19,410

 

 

12/28/2005

 

1.33% over 3-month term SOFR

 

 

5.26

%

 

1/7/2036

Marquette Capital Trust II

 

 

19,876

 

 

12/28/2005

 

1.33% over 3-month term SOFR

 

 

5.26

 

 

1/7/2036

Marquette Capital Trust III

 

 

7,803

 

 

5/30/2006

 

1.50% over 3-month term SOFR

 

 

5.45

 

 

6/23/2036

Marquette Capital Trust IV

 

 

31,468

 

 

6/30/2006

 

1.60% over 3-month term SOFR

 

 

5.54

 

 

9/15/2036

Heartland Financial Statutory Trust IV

 

 

9,709

 

 

3/17/2004

 

2.75% over 3-month term SOFR

 

 

6.69

 

 

3/17/2034

Heartland Financial Statutory Trust V

 

 

17,596

 

 

1/27/2006

 

1.33% over 3-month term SOFR

 

 

5.26

 

 

4/7/2036

Heartland Financial Statutory Trust VI

 

 

17,048

 

 

6/21/2007

 

1.48% over 3-month term SOFR

 

 

5.42

 

 

9/15/2037

Heartland Financial Statutory Trust VII

 

 

14,917

 

 

6/26/2007

 

1.48% over 3-month term SOFR

 

 

5.41

 

 

9/1/2037

Morrill Statutory Trust I

 

 

10,012

 

 

12/19/2002

 

3.25% over 3-month term SOFR

 

 

7.22

 

 

12/26/2032

Morrill Statutory Trust II

 

 

9,774

 

 

12/17/2003

 

2.85% over 3-month term SOFR

 

 

6.79

 

 

12/17/2033

Sheboygan Statutory Trust I

 

 

7,378

 

 

9/17/2003

 

2.95% over 3-month term SOFR

 

 

6.89

 

 

9/17/2033

CBNM Capital Trust I

 

 

4,866

 

 

9/10/2004

 

3.25% over 3-month term SOFR

 

 

7.19

 

 

12/15/2034

Citywide Capital Trust III

 

 

6,829

 

 

12/19/2003

 

2.80% over 3-month term SOFR

 

 

6.73

 

 

12/19/2033

Citywide Capital Trust IV

 

 

4,721

 

 

9/30/2004

 

2.20% over 3-month term SOFR

 

 

6.13

 

 

9/30/2034

Citywide Capital Trust V

 

 

13,200

 

 

5/31/2006

 

1.54% over 3-month term SOFR

 

 

5.48

 

 

7/25/2036

OCGI Statutory Trust III

 

 

3,030

 

 

6/27/2002

 

3.65% over 3-month term SOFR

 

 

7.58

 

 

9/30/2032

OCGI Statutory Trust IV

 

 

5,693

 

 

9/23/2004

 

2.50% over 3-month term SOFR

 

 

6.44

 

 

12/15/2034

BVBC Capital Trust II

 

 

7,477

 

 

4/10/2003

 

3.25% over 3-month term SOFR

 

 

7.18

 

 

4/24/2033

BVBC Capital Trust III

 

 

10,369

 

 

7/29/2005

 

1.60% over 3-month term SOFR

 

 

5.56

 

 

9/30/2035

Total trust preferred securities

 

$

221,176

 

 

 

 

 

 

 

 

 

 

In September 2022, the Company issued $110.0 million of 6.25% fixed-to-fixed rate subordinated notes that mature on September 28, 2032. The notes bear interest at the rate of 6.25% per annum, payable semi-annually on each March 28 and September 28. The Company may redeem the notes, in whole or in part, on September 28, 2027, or on any interest payment date thereafter. Unamortized debt issuance costs related to these notes totaled $0.6 million and $0.7 million as of March 31, 2026 and December 31, 2025, respectively. Proceeds from the issuance of the notes were used for general corporate purposes, including contributing Tier 1 capital into the Bank.

As part of the acquisition of HTLF, the Company acquired $150.0 million of 2.75% fixed-to-fixed rate subordinated notes that mature on September 15, 2031. The notes bear interest at the rate of 2.75% per annum, payable semi-annually on each March 15 and September 15. The Company may redeem the notes, in whole or in part, on September 15, 2026, or on any interest payment date thereafter.

The remainder of the Company’s long-term debt was assumed from the acquisitions of Marquette Financial Companies in 2015 and HTLF in 2025 and consists of debt obligations payable to 19 unconsolidated trusts that previously issued trust preferred securities, as summarized in the table above. These long-term debt obligations had an aggregate contractual balance of $262.9 million and a carrying value of $221.2 million as of March 31, 2026. As of December 31, 2025, these debt obligations had an aggregate contractual balance of $262.9 million and had a carrying value of $220.0 million.

The Company is a member bank of the FHLB and through this relationship, the Company owns FHLB stock and has access to additional liquidity and funding sources through FHLB advances. The Company’s borrowing capacity is dependent upon the amount of collateral the Company places at the FHLB. As of both March 31, 2026 and December 31, 2025, the Company owned $10.3 million of FHLB stock. The Company had no outstanding advances at the FHLB Des Moines as of March 31, 2026 or December 31, 2025. As of March 31, 2026, the Company had four letters of credit outstanding with the FHLB of Des Moines to secure deposits. These letters of credit have an aggregate amount of $210.0 million and have various maturity dates through August 31, 2026. The Company’s remaining borrowing capacity with the FHLB was $2.3 billion as of March 31, 2026.

The Company utilizes repurchase agreements to facilitate the needs of customers and to facilitate secured short-term funding needs. Repurchase agreements are stated at the amount of cash received in connection with the transaction. The Company monitors collateral levels on a continuous basis and may be required to provide additional collateral based on the fair value of the underlying securities. Securities pledged as collateral under repurchase agreements are maintained with the Company’s safekeeping agents.

The table below presents the remaining contractual maturities of repurchase agreements outstanding at March 31, 2026 and December 31, 2025, in addition to the various types of marketable securities that have been pledged as collateral for these borrowings (in thousands):

 

 

 

As of March 31, 2026

 

 

 

Remaining Contractual Maturities of the Agreements

 

 

 

Overnight

 

 

30-90 Days

 

 

Over 90 Days

 

 

Total

 

Repurchase agreements, secured by:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

1,152,251

 

 

$

 

 

$

 

 

$

1,152,251

 

U.S. Agencies

 

 

1,594,690

 

 

 

761,715

 

 

 

3,000

 

 

 

2,359,405

 

Total repurchase agreements

 

$

2,746,941

 

 

$

761,715

 

 

$

3,000

 

 

$

3,511,656

 

 

 

 

As of December 31, 2025

 

 

 

Remaining Contractual Maturities of the Agreements

 

 

 

2-29 Days

 

 

30-90 Days

 

 

Over 90 Days

 

 

Total

 

Repurchase agreements, secured by:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

1,355,233

 

 

$

 

 

$

 

 

$

1,355,233

 

U.S. Agencies

 

 

1,177,072

 

 

 

759,500

 

 

 

1,000

 

 

 

1,937,572

 

Total repurchase agreements

 

$

2,532,305

 

 

$

759,500

 

 

$

1,000

 

 

$

3,292,805

 

v3.26.1
Business Segment Reporting
3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Business Segment Reporting

8. Business Segment Reporting

The Company has strategically aligned its operations into the following three reportable segments: Commercial Banking, Institutional Banking, and Personal Banking (collectively, the Business Segments, and each, a Business Segment). These segments reflect the type of customer served, how products and services are provided, how executive management responsibilities are assigned, and reflect the manner in which financial information is evaluated by the chief operating decision maker (CODM). The Company’s CODM is comprised of a group of senior executive officers led by the Company’s chief executive officer, chief administrative officer, chief financial officer, and the Bank’s chief executive officer.

Business Segment financial information is produced using an internal reporting system which is based on a series of management estimates for funds transfer pricing (FTP), and allocations of noninterest expense and income taxes. The process for determining FTP is based on a number of factors and assumptions, including prevailing market interest rates, the expected lives of various assets and liabilities, and the Company’s broader funding profile. These estimates and allocations are periodically reviewed and refined. The CODM uses the Business Segment net income in deciding how to allocate resources and assess performance for individual Business Segments, including evaluating the cost or opportunity value of funds within each Business Segment and identifying areas of focus for organic growth or acquisition. For comparability purposes, amounts in all periods are based on methodologies in effect at March 31, 2026. Previously reported results have been reclassified in this filing to conform to the current organizational structure.

The following summaries provide information about the activities of each Business Segment:

Commercial Banking serves the commercial banking and treasury management needs of the Company’s small to middle-market businesses through a variety of products and services. Such services include commercial loans, commercial real estate financing, commercial credit cards, letters of credit, loan syndication services, and consultative services. In addition, the Company’s specialty lending group offers a variety of business solutions including asset-based lending, mezzanine debt and minority equity investments. Treasury management services include depository services, account reconciliation and cash management tools such as, accounts payable and receivable solutions, electronic fund transfer and automated payments, controlled disbursements, lockbox services and remote deposit capture services.

Institutional Banking is a combination of banking services, fund services, asset management services and healthcare services provided to institutional clients. This segment also provides fixed income sales, trading and underwriting, corporate trust and escrow services, as well as institutional custody. Institutional Banking includes UMB Fund Services, which provides fund administration and accounting, investor services and transfer agency, and other services to mutual funds and alternative investment groups. Healthcare services provides healthcare payment solutions including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers, and financial institutions.

Personal Banking combines consumer banking and wealth management services offered to clients and delivered through personal relationships and the Company’s bank branches, ATM network and internet banking. Products offered include deposit accounts, retail credit cards, private banking, installment loans, home equity lines of credit, and residential mortgages. The range of client services extends from a basic checking account to estate planning and trust services and includes private banking, brokerage services, and insurance services in addition to a full spectrum of investment advisory, trust, and custody services.

Business Segment Information

Business Segment financial results for the three months ended March 31, 2026 and March 31, 2025 were as follows (in thousands):

 

 

 

Three Months Ended March 31, 2026

 

 

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Total

 

Net interest income

 

$

365,342

 

 

$

77,287

 

 

$

91,737

 

 

$

534,366

 

Provision for credit losses

 

 

23,777

 

 

 

497

 

 

 

2,726

 

 

 

27,000

 

Noninterest income

 

 

46,289

 

 

 

121,829

 

 

 

36,675

 

 

 

204,793

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Salaries and employee benefits

 

 

56,426

 

 

 

50,637

 

 

 

39,924

 

 

 

146,987

 

Processing fees

 

 

4,028

 

 

 

10,670

 

 

 

4,382

 

 

 

19,080

 

Bankcard

 

 

2,848

 

 

 

6,512

 

 

 

2,510

 

 

 

11,870

 

Amortization of other intangible assets

 

 

 

 

 

1,972

 

 

 

75

 

 

 

2,047

 

Allocated technology, service, overhead

 

 

85,636

 

 

 

33,876

 

 

 

44,404

 

 

 

163,916

 

Other segment items*

 

 

16,514

 

 

 

9,264

 

 

 

11,205

 

 

 

36,983

 

Noninterest expense

 

 

165,452

 

 

 

112,931

 

 

 

102,500

 

 

 

380,883

 

Income before taxes

 

 

222,402

 

 

 

85,688

 

 

 

23,186

 

 

 

331,276

 

Income tax expense

 

 

46,886

 

 

 

18,064

 

 

 

4,888

 

 

 

69,838

 

Net income

 

$

175,516

 

 

$

67,624

 

 

$

18,298

 

 

$

261,438

 

Average assets

 

$

34,938,000

 

 

$

21,498,000

 

 

$

13,992,000

 

 

$

70,428,000

 

*Other segment items include occupancy, equipment, supplies and services, marketing and business development costs, legal and consulting, and regulatory fees.

 

 

 

Three Months Ended March 31, 2025

 

 

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Total

 

Net interest income

 

$

273,916

 

 

$

61,159

 

 

$

62,564

 

 

$

397,639

 

Provision for credit losses

 

 

66,751

 

 

 

435

 

 

 

18,814

 

 

 

86,000

 

Noninterest income

 

 

37,218

 

 

 

103,797

 

 

 

25,183

 

 

 

166,198

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Salaries and employee benefits

 

 

53,586

 

 

 

47,186

 

 

 

35,999

 

 

 

136,771

 

Processing fees

 

 

3,664

 

 

 

10,649

 

 

 

4,443

 

 

 

18,756

 

Bankcard

 

 

3,173

 

 

 

6,037

 

 

 

3,585

 

 

 

12,795

 

Amortization of other intangible assets

 

 

 

 

 

1,786

 

 

 

103

 

 

 

1,889

 

Allocated technology, service, overhead

 

 

101,125

 

 

 

32,245

 

 

 

52,464

 

 

 

185,834

 

Other segment items*

 

 

11,463

 

 

 

9,365

 

 

 

7,914

 

 

 

28,742

 

Noninterest expense

 

 

173,011

 

 

 

107,268

 

 

 

104,508

 

 

 

384,787

 

Income (loss) before taxes

 

 

71,372

 

 

 

57,253

 

 

 

(35,575

)

 

 

93,050

 

Income tax expense (benefit)

 

 

8,987

 

 

 

7,210

 

 

 

(4,480

)

 

 

11,717

 

Net income (loss)

 

$

62,385

 

 

$

50,043

 

 

$

(31,095

)

 

$

81,333

 

Average assets

 

$

30,029,000

 

 

$

18,324,000

 

 

$

11,624,000

 

 

$

59,977,000

 

 

 

v3.26.1
Revenue Recognition
3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Recognition

9. Revenue Recognition

The following is a description of the principal activities from which the Company generates revenue that are within the scope of ASC 606, Revenue from Contracts with Customers:

 

Trust and securities processing – Trust and securities processing income consists of fees earned on personal and corporate trust accounts, custody of securities services, trust investments and wealth management services, and

mutual fund and alternative asset servicing. The performance obligations related to this revenue include items such as performing full bond trustee service administration, investment advisory services, custody and record-keeping services, and fund administrative and accounting services. These fees are part of long-term contractual agreements and the performance obligations are satisfied upon completion of service and fees are generally a fixed flat monthly rate or based on a percentage of the account’s market value per the contract with the customer. These fees are primarily recorded within the Company’s Institutional and Personal Banking segments.

Trading and investment banking – Trading and investment banking income consists of income earned related to the Company’s trading securities portfolio, including futures hedging, dividends, bond underwriting, and other securities incomes. The vast majority of this revenue is recognized in accordance with ASC 320, Investments–Debt Securities, and ASC 321, Investments–Equity Securities, and is out of the scope of ASC 606. A portion of trading and investment banking represents fees earned for management fees, commissions, and underwriting of corporate bond issuances. The performance obligations related to these fees include reviewing the credit worthiness of the customer, ensuring appropriate regulatory approval and participating in due diligence. The fees are fixed per the bond prospectus and the performance obligations are satisfied upon registration approval of the bonds by the applicable regulatory agencies. Revenue is recognized at the point in time upon completion of service and when approval is granted by the regulators.

Service charges on deposits – Service charges on deposit accounts represent monthly analysis fees recognized for the services related to customer deposit accounts, including account maintenance and depository transactions processing fees. Commercial Banking and Institutional Banking depository accounts charge fees in accordance with the customer’s pricing schedule while Personal Banking account holders are generally charged a flat service fee per month. Deposit service charges for the healthcare accounts included in the Institutional Banking segment are priced according to either standard pricing schedules with individual account holders or according to service agreements between the Company and employer groups or third-party administrators. The Company satisfies the performance obligation related to providing depository accounts monthly as transactions are processed and deposit service charge revenue is recorded monthly. These fees are recognized within all Business Segments.

Insurance fees and commissions – Insurance fees and commissions includes all insurance-related fees earned, including commissions for individual life, variable life, group life, health, group health, fixed annuity, and variable annuity insurance contracts. The performance obligations related to these revenues primarily represent the placement of insurance policies with the insurance company partners. The fees are based on the contracts with insurance company partners and the performance obligations are satisfied when the terms of the policy have been agreed to and the insurance policy becomes effective.

Brokerage fees – Brokerage fees represent income earned related to providing brokerage transaction services, including commissions on equity and commodity trades, and fees for investment management, advisory and administration. The performance obligations related to transaction services are executing the specified trade and are priced according to the customer’s fee schedule. Such income is recognized at a point in time as the trade occurs and the performance obligation is fulfilled. The performance obligations related to investment management, advisory and administration include allocating customer assets across a wide range of mutual funds and other investments, on-going account monitoring and re-balancing of the portfolio. These performance obligations are satisfied over time and the related revenue is calculated monthly based on the assets under management of each customer. All material performance obligations are satisfied as of the end of each accounting period.

Bankcard fees – Bankcard fees primarily represent income earned from interchange revenue from MasterCard and Visa for the Company’s processing of debit, credit, HSA, and flexible spending account transactions. Additionally, the Company earns income and incentives related to various referrals of customers to card programs. The performance obligation for interchange revenue is the processing of each transaction through the Company’s access to the banking system. This performance obligation is completed for each individual transaction and income is recognized per transaction in accordance with interchange rates established by MasterCard and Visa. The performance obligations for various referral and incentive programs include either referring customers to certain card products or issuing exclusively branded cards for certain customer segments. The pricing of these incentive and referral programs are in accordance with the agreement with the individual card partner. These performance obligations are completed as the referrals are made or over a period of time when the Company is exclusively issuing branded cards. For the three months ended March 31, 2026 and March 31, 2025, the Company had $12.2 million and $11.8 million of expense, respectively, recorded within the Bankcard fees line on the Company’s

Consolidated Statements of Income related to rebates and rewards programs that are outside of the scope of ASC 606. All material performance obligations are satisfied as of the end of each accounting period.

Investment securities gains, net – In the regular course of business, the Company recognizes gains and losses on the sale of available-for-sale securities. Additionally, the Company recognizes gains and losses on equity securities with readily determinable fair values and equity securities without readily determinable fair values. These gains and losses are recognized in accordance with ASC 320, Investments–Debt Securities, and ASC 321, Investments–Equity Securities, and are outside of the scope of ASC 606.

Other income – The Company recognizes other miscellaneous income through a variety of other revenue streams, the most material of which include letter of credit fees, certain loan origination fees, gains on the sale of assets, derivative income, and bank-owned and company-owned life insurance income. These revenue streams are outside of the scope of ASC 606 and are recognized in accordance with the applicable U.S. GAAP. The remainder of Other income is primarily earned through transactions with personal banking customers, including wire transfer service charges, stop payment charges, and fees for items like money orders and cashier’s checks. The performance obligations of these types of fees are satisfied as transactions are completed and revenue is recognized upon transaction execution according to established fee schedules with the customers.

The Company had no material contract assets, contract liabilities, or remaining performance obligations as of March 31, 2026. Total receivables from revenue recognized under the scope of ASC 606 were $113.2 million and $116.1 million as of March 31, 2026 and December 31, 2025, respectively. These receivables are included as part of the Other assets line on the Company’s Consolidated Balance Sheets.

The following tables depict the disaggregation of revenue according to revenue stream and Business Segment for the three months ended March 31, 2026 and March 31, 2025. As stated in Note 8, “Business Segment Reporting,” for comparability purposes, amounts in all periods are based on methodologies in effect at March 31, 2026 and previously reported results have been reclassified in this Form 10-Q to conform to the Company’s current organizational structure.

Disaggregated revenue is as follows (in thousands):

 

 

 

Three Months Ended March 31, 2026

 

NONINTEREST INCOME

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Revenue (Expense) out of Scope of ASC 606

 

 

Total

 

Trust and securities processing

 

$

761

 

 

$

73,325

 

 

$

20,581

 

 

$

 

 

$

94,667

 

Trading and investment banking

 

 

 

 

 

122

 

 

 

 

 

 

7,618

 

 

 

7,740

 

Service charges on deposit accounts

 

 

16,144

 

 

 

10,857

 

 

 

2,441

 

 

 

32

 

 

 

29,474

 

Insurance fees and commissions

 

 

 

 

 

 

 

 

255

 

 

 

 

 

 

255

 

Brokerage fees

 

 

87

 

 

 

18,365

 

 

 

2,637

 

 

 

 

 

 

21,089

 

Bankcard fees

 

 

26,086

 

 

 

7,894

 

 

 

7,071

 

 

 

(12,173

)

 

 

28,878

 

Investment securities gains, net

 

 

 

 

 

 

 

 

 

 

 

3,046

 

 

 

3,046

 

Other

 

 

1,164

 

 

 

738

 

 

 

842

 

 

 

16,900

 

 

 

19,644

 

Total Noninterest income

 

$

44,242

 

 

$

111,301

 

 

$

33,827

 

 

$

15,423

 

 

$

204,793

 

 

 

 

 

Three Months Ended March 31, 2025

 

NONINTEREST INCOME

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Revenue (Expense) out of Scope of ASC 606

 

 

Total

 

Trust and securities processing

 

$

479

 

 

$

61,248

 

 

$

18,054

 

 

$

 

 

$

79,781

 

Trading and investment banking

 

 

 

 

 

329

 

 

 

 

 

 

5,582

 

 

 

5,911

 

Service charges on deposit accounts

 

 

14,581

 

 

 

10,859

 

 

 

1,978

 

 

 

39

 

 

 

27,457

 

Insurance fees and commissions

 

 

 

 

 

 

 

 

178

 

 

 

 

 

 

178

 

Brokerage fees

 

 

67

 

 

 

15,372

 

 

 

2,663

 

 

 

 

 

 

18,102

 

Bankcard fees

 

 

24,164

 

 

 

7,242

 

 

 

6,683

 

 

 

(11,796

)

 

 

26,293

 

Investment securities losses, net

 

 

 

 

 

 

 

 

 

 

 

(4,782

)

 

 

(4,782

)

Other

 

 

1,279

 

 

 

682

 

 

 

782

 

 

 

10,515

 

 

 

13,258

 

Total Noninterest income

 

$

40,570

 

 

$

95,732

 

 

$

30,338

 

 

$

(442

)

 

$

166,198

 

 

 

v3.26.1
Commitments, Contingencies and Guarantees
3 Months Ended
Mar. 31, 2026
Commitments And Contingencies Disclosure [Abstract]  
Commitments, Contingencies and Guarantees

10. Commitments, Contingencies and Guarantees

In the normal course of business, the Company is a party to financial instruments with off-balance-sheet risk in order to meet the financing needs of its customers and to reduce its own exposure to fluctuations in interest rates. These financial instruments include commitments to extend credit, commercial letters of credit, standby letters of credit, and futures contracts. These instruments involve, to varying degrees, elements of credit and interest rate risk in excess of the amount recognized in the Consolidated Balance Sheets. The contractual or notional amount of those instruments reflects the extent of involvement the Company has in particular classes of financial instruments. Many of the commitments expire without being drawn upon; therefore, the total amount of these commitments does not necessarily represent the future cash requirements of the Company.

The Company’s exposure to credit loss in the event of nonperformance by the counterparty to the financial instruments for commitments to extend credit, commercial letters of credit, and standby letters of credit is represented by the contractual or notional amount of those instruments. The Company uses the same credit policies in making commitments and conditional obligations as it does for on-balance sheet instruments.

The following table summarizes the Company’s off-balance sheet financial instruments as described above (in thousands):

 

 

 

Contractual or Notional Amount

 

 

 

March 31,

 

 

December 31,

 

 

 

2026

 

 

2025

 

Commitments to extend credit for loans (excluding credit card loans)

 

$

18,049,199

 

 

$

17,819,711

 

Commitments to extend credit under credit card loans

 

 

5,163,320

 

 

 

5,994,640

 

Commercial letters of credit

 

 

2,144

 

 

 

217

 

Standby letters of credit

 

 

483,578

 

 

 

468,384

 

Forward contracts

 

 

151,279

 

 

 

119,978

 

Spot foreign exchange contracts

 

 

67,479

 

 

 

34,233

 

Commitments to extend credit for securities purchased under agreements to resell

 

 

876,000

 

 

 

191,000

 

 

Allowance for Credit Losses on Off-Balance Sheet Credit Exposure

The Company estimates expected credit losses over the contractual period in which the Company is exposed to credit risk via a contractual obligation to extend credit, unless that obligation is unconditionally cancelable by the Company. The estimate includes consideration of the likelihood that funding will occur and an estimate of expected credit losses on commitments expected to be funded over its estimated life. The estimate is based on expected

utilization rates by portfolio segment. Utilization rates are influenced by historical trends and current conditions. The expected utilization rates are applied to the total commitment to determine the expected amount to be funded. The allowance for off-balance sheet credit exposure is calculated by applying portfolio segment expected credit loss rates to the expected amount to be funded.

The following categories of off-balance sheet credit exposures have been identified:

Revolving Lines of Credit: includes commercial, construction, agricultural, personal, and home-equity. Risks inherent to revolving lines of credit often are related to the susceptibility of an individual or business experiencing unpredictable cash flow or financial troubles, thus leading to payment default. During these financial troubles, the borrower could have less than desirable assets collateralizing the revolving line of credit. The financial strain the borrower is experiencing could lead to drawing against the line without the ability to pay the line down.

Non-Revolving Lines of Credit: includes commercial and personal. Lines that do not carry a revolving feature are generally associated with a specific expenditure or project, such as to purchase equipment or the construction of real estate. The predominate risk associated with non-revolving lines is the diversion of funds for other expenditures. If the funds get diverted, the contributory value to collateral suffers.

Letters of Credit: includes standby letters of credit. Generally, a standby letter of credit is established to provide assurance to the beneficiary that the applicant will perform certain obligations arising out of a separate transaction between the beneficiary and the applicant. These obligations might be the performance of a service or delivery of a product. If the obligations are not met, it gives the beneficiary, the right to draw on the letter of credit.

The ACL for off-balance sheet credit exposures was $5.7 million at both March 31, 2026 and December 31, 2025, and was recorded in the Accrued expenses and taxes line of the Company’s Consolidated Balance Sheets. For the three months ended March 31, 2026, there was no provision recorded for off-balance sheet credit exposures. As part of the acquisition of HTLF, the Company recorded an ACL of $3.6 million related to acquired off-balance sheet credit exposures as of the Acquisition Date. Additionally, provision for off-balance sheet credit exposures of $500 thousand was recorded for the three months ended March 31, 2025. Provision for off-balance sheet credit exposures is recorded in the Provision for credit losses line of the Company’s Consolidated Statements of Income.

v3.26.1
Derivatives and Hedging Activities
3 Months Ended
Mar. 31, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivatives and Hedging Activities

11. Derivatives and Hedging Activities

Risk Management Objective of Using Derivatives

The Company is exposed to certain risks arising from both its business operations and economic conditions. The Company principally manages its exposures to a wide variety of business and operational risks through management of its core business activities. The Company manages economic risks, including interest rate, liquidity, and credit risk, primarily by managing the amount, sources, and duration of its assets and liabilities. Specifically, the Company enters into derivative financial instruments to manage exposures that arise from business activities that result in the receipt or payment of future known and uncertain cash amounts, the value of which are determined by interest rates. The Company’s derivative financial instruments are used to manage differences in the amount, timing, and duration of the Company’s known or expected cash receipts and its known or expected cash payments principally related to the Company’s loans and borrowings. The Company also has interest rate and commodity derivatives that result from a service provided to certain qualifying customers and, therefore, are not used to manage interest rate risk of the Company’s assets or liabilities. The Company has entered into an offsetting position for each of these derivative instruments with a matching instrument from another financial institution in order to minimize its net risk exposure resulting from such transactions.

Fair Values of Derivative Instruments on the Consolidated Balance Sheets

The table below presents the fair value of the Company’s derivative financial instruments as of March 31, 2026 and December 31, 2025. The Company’s derivative assets and derivative liabilities are located within Other assets and Other liabilities, respectively, on the Company’s Consolidated Balance Sheets.

Derivative fair values are determined using valuation techniques including discounted cash flow analysis on the expected cash flows from each derivative. This analysis reflects the contractual terms of the derivatives,

including the period to maturity, and uses observable market-based inputs, including interest rate curves, foreign exchange rates, and implied volatilities. The Company incorporates credit valuation adjustments to appropriately reflect both its own nonperformance risk and the respective counterparty’s nonperformance risk in the fair value measurements. In adjusting the fair value of its derivative contracts for the effect of nonperformance risk, the Company has considered the impact of netting and any applicable credit enhancements, such as collateral postings, thresholds, mutual puts, and guarantees.

This table provides a summary of the fair value of the Company’s derivative assets and liabilities as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

Derivative Assets

 

 

Derivative Liabilities

 

 

 

March 31,

 

 

December 31,

 

 

March 31,

 

 

December 31,

 

Fair Value

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Interest Rate Derivatives:

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

$

114,918

 

 

$

126,423

 

 

$

118,641

 

 

$

130,122

 

Derivatives designated as hedging instruments

 

 

123,773

 

 

 

148,550

 

 

 

 

 

 

36

 

Total interest rate derivatives

 

 

238,691

 

 

 

274,973

 

 

 

118,641

 

 

 

130,158

 

Commodity Derivatives:

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

 

27,908

 

 

 

6,356

 

 

 

27,788

 

 

 

6,294

 

Total commodity derivatives

 

 

27,908

 

 

 

6,356

 

 

 

27,788

 

 

 

6,294

 

Total

 

$

266,599

 

 

$

281,329

 

 

$

146,429

 

 

$

136,452

 

 

Fair Value Hedges of Interest Rate Risk

The Company is exposed to changes in the fair value of certain of its fixed-rate assets and liabilities due to changes in interest rates. Interest rate swaps designated as fair value hedges involve making fixed rate payments to a counterparty in exchange for the Company receiving variable rate payments over the life of the agreements without the exchange of the underlying notional amount. As of both March 31, 2026 and December 31, 2025, the Company did not have any interest rate swaps that were designated as fair value hedges of interest rate risk.

During 2022 and 2023, the Company terminated 10 fair value hedges of interest rate risk associated with the Company's municipal bond securities. For the three months ended March 31, 2026 and 2025 the Company reclassified $1.7 million and $1.2 million, respectively, from AOCI to Interest income in connection with these terminated hedges. The unrealized gain on the terminated fair value hedges remaining in AOCI was $45.1 million net of tax, and $46.7 million net of tax, as of March 31, 2026 and December 31, 2025, respectively. The hedging adjustments will be amortized through the contractual maturity date of each respective hedged item.

For derivatives designated and that qualify as fair value hedges, the gain or loss on the derivative as well as the offsetting loss or gain on the hedged item attributable to the hedged risk are recognized in Interest income in the Consolidated Statements of Income.

Cash Flow Hedges of Interest Rate Risk

The Company’s objective in using interest rate derivatives is to manage its exposure to interest rate movements. To accomplish this objective, the Company primarily uses interest rate swaps, floors, and floor spreads as part of its interest rate risk management strategy. Interest rate swaps designated as cash flow hedges involve the receipt of variable amounts from a counterparty in exchange for the Company making fixed-rate payments over the life of the agreements without exchange of the underlying notional amount. As of March 31, 2026 and December 31, 2025, the Company had two interest rate swaps that were designated as cash flow hedges of interest rate risk associated with the Company’s variable-rate subordinated debentures issued by Marquette Capital Trusts III and IV. These swaps had an aggregate notional amount of $51.5 million at both March 31, 2026 and December 31, 2025.

Interest rate floors designated as cash flow hedges involve the receipt of variable-rate amounts from a counterparty if interest rates fall below the strike rate on the contract in exchange for an upfront premium. Interest

rate floor spreads designated as cash flow hedges involve the receipt of variable-rate amounts from a counterparty if interest rates fall below the purchased floor rate on the contract in exchange for an upfront premium, and involve payment of variable-rate amounts to the counterparty if interest rates fall below the sold floor rate on the contract. As of both March 31, 2026 and December 31, 2025, the Company had 13 interest rate floors and floor spreads with an aggregate notional amount of $3.0 billion that were designated as cash flow hedges of interest rate risk.

For derivatives designated and that qualify as cash flow hedges of interest rate risk, the gain or loss on the derivative is recorded in AOCI and is subsequently reclassified into interest expense and interest income in the period during which the hedged forecasted transaction affects earnings. Amounts reported in AOCI related to interest rate swap derivatives will be reclassified to Interest expense as interest payments are received or paid on the Company’s hedged items. Amounts reported in AOCI related to interest rate floor and floor spread derivatives will be reclassified to Interest income as interest payments are received or paid on the Company’s hedged items. The Company expects to reclassify $0.6 million from AOCI as a reduction to Interest expense and $3.7 million from AOCI as a reduction to Interest income during the next 12 months. As of March 31, 2026, the Company is hedging its exposure to the variability in future cash flows for forecasted transactions over a maximum period of 10.5 years.

Non-designated Hedges

The remainder of the Company’s derivatives are not designated in qualifying hedging relationships. Derivatives not designated as hedges are not speculative and result from a service the Company provides to certain customers.

Interest Rate Derivatives

The Company executes interest rate swaps with commercial banking customers to facilitate their respective risk management strategies. Those interest rate swaps are simultaneously offset by interest rate swaps that the Company executes with a third party, such that the Company minimizes its net risk exposure resulting from such transactions. As the interest rate swaps associated with this program do not meet the strict hedge accounting requirements, changes in the fair value of both the customer swaps and the offsetting swaps are recognized directly in earnings. The changes in the fair value of both the customer swaps and the offsetting swaps are recognized in Other noninterest income in the Consolidated Statements of Income. As of March 31, 2026, the Company had 836 interest rate swaps with an aggregate notional amount of $12.0 billion related to this program. As of December 31, 2025, the Company had 830 interest rate swaps with an aggregate notional amount of $11.7 billion.

Commodity Derivatives

The Company executes commodity swap and option contracts with commercial banking customers to facilitate their respective risk management strategies. The Company simultaneously enters into an offsetting contract with a third party, such that the Company minimizes its net risk exposure resulting from such transactions. As the commodity swaps and option contracts associated with this program do not meet the strict hedge accounting requirements, changes in the fair value of both the customer swaps and the offsetting swaps are recognized directly in earnings. The changes in the fair value of both the customer swaps and the offsetting swaps are recognized in Other noninterest income in the Consolidated Statements of Income. As of March 31, 2026, the Company had 164 commodity swaps and option contracts with an aggregate remaining volume of 4.4 million oil barrels and 31.9 million British Thermal Units related to this program. As of December 31, 2025, the Company had 26 commodity swaps and option contracts with an aggregate remaining volume of 2.1 million oil barrels and 3.6 million British Thermal Units.

Effect of Derivative Instruments on the Consolidated Statements of Income and Accumulated Other Comprehensive Income

This table provides a summary of the amount of gain or loss recognized in Other noninterest income in the Consolidated Statements of Income related to the Company’s derivative assets and liabilities for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

Amount of (Loss) Gain Recognized

 

 

 

For the Three Months Ended

 

 

 

March 31,

 

 

March 31,

 

 

 

2026

 

 

2025

 

Interest Rate Derivatives

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

$

(29

)

 

$

(90

)

Total

 

$

(29

)

 

$

(90

)

Commodity Derivatives

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

$

76

 

 

$

 

Total

 

$

76

 

 

$

 

 

These tables provide a summary of the effect of hedges on AOCI in the Consolidated Statements of Comprehensive Income related to the Company’s derivative assets and liabilities for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

 

For the Three Months Ended March 31, 2026

 

Derivatives in Cash Flow Hedging Relationships

 

(Loss) Gain Recognized in OCI on Derivative

 

 

(Loss) Gain Recognized in OCI Included Component

 

 

Gain Recognized in OCI Excluded Component

 

 

(Loss) Gain Reclassified from AOCI into Earnings

 

 

(Loss) Gain Reclassified from AOCI into Earnings Included Component

 

 

Loss Reclassified from AOCI into Earnings Excluded Component

 

Interest rate floors and floor spreads

 

$

(16,250

)

 

$

(20,686

)

 

$

4,436

 

 

$

(1,109

)

 

$

(531

)

 

$

(578

)

Interest rate swaps

 

 

197

 

 

 

197

 

 

 

 

 

 

155

 

 

 

155

 

 

 

 

Total

 

$

(16,053

)

 

$

(20,489

)

 

$

4,436

 

 

$

(954

)

 

$

(376

)

 

$

(578

)

 

 

 

For the Three Months Ended March 31, 2025

 

Derivatives in Cash Flow Hedging Relationships

 

Gain (Loss) Recognized in OCI on Derivative

 

 

Gain (Loss) Recognized in OCI Included Component

 

 

Loss Recognized in OCI Excluded Component

 

 

(Loss) Gain Reclassified from AOCI into Earnings

 

 

(Loss) Gain Reclassified from AOCI into Earnings Included Component

 

 

Loss Reclassified from AOCI into Earnings Excluded Component

 

Interest rate floors and floor spreads

 

$

23,735

 

 

$

45,152

 

 

$

(21,417

)

 

$

(1,395

)

 

$

(817

)

 

$

(578

)

Interest rate swaps

 

 

(1,089

)

 

 

(1,089

)

 

 

 

 

 

243

 

 

 

243

 

 

 

 

Total

 

$

22,646

 

 

$

44,063

 

 

$

(21,417

)

 

$

(1,152

)

 

$

(574

)

 

$

(578

)

 

 

Credit-risk-related Contingent Features

The Company has agreements with certain of its derivative counterparties that contain a provision that if the Company defaults on any of its indebtedness, including default where repayment of the indebtedness has not been accelerated by the lender, then the Company could also be declared in default on its derivative obligations.

As of March 31, 2026, the termination value of derivatives in a net liability position, which includes accrued interest, related to these agreements was $11.3 million. The Company has minimum collateral posting thresholds with certain of its derivative counterparties. At March 31, 2026, the Company had posted $10.6 million of collateral. If the Company had breached any of these provisions at March 31, 2026, it could have been required to settle its obligations under the agreements at the termination value.

v3.26.1
Fair Value Measurements
3 Months Ended
Mar. 31, 2026
Fair Value Disclosures [Abstract]  
Fair Value Measurements

12. Fair Value Measurements

The following table presents information about the Company’s assets and liabilities measured at fair value on a recurring basis as of March 31, 2026, and December 31, 2025, and indicates the fair value hierarchy of the valuation techniques utilized by the Company to determine such fair value.

Fair values determined by Level 1 inputs utilize quoted prices in active markets for identical assets and liabilities that the Company has the ability to access. Fair values determined by Level 2 inputs utilize inputs other than quoted prices included in Level 1 that are observable for the asset or liability, either directly or indirectly. Level 2 inputs include quoted prices for similar assets or liabilities in active markets, and inputs other than quoted prices that are observable for the asset or liability, such as interest rates and yield curves that are observable at commonly quoted intervals. Level 3 inputs are unobservable inputs for the asset or liability, and include situations where there is little, if any, market activity for the asset or liability. In certain cases, the inputs used to measure fair value may fall into different levels of the hierarchy. In such cases, the fair value is determined based on the lowest level input that is significant to the fair value measurement in its entirety.

Assets and liabilities measured at fair value on a recurring basis as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

Fair Value Measurement at March 31, 2026

 

Description

 

March 31, 2026

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

Assets

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

 

 

$

 

 

$

 

 

$

 

U.S. Agencies

 

 

5,397

 

 

 

 

 

 

5,397

 

 

 

 

Mortgage-backed

 

 

5,172

 

 

 

 

 

 

5,172

 

 

 

 

State and political subdivisions

 

 

6,123

 

 

 

 

 

 

6,123

 

 

 

 

Corporates

 

 

7,086

 

 

 

7,086

 

 

 

 

 

 

 

Trading – other

 

 

427

 

 

 

427

 

 

 

 

 

 

 

Trading securities

 

 

24,205

 

 

 

7,513

 

 

 

16,692

 

 

 

 

U.S. Treasury

 

 

2,257,713

 

 

 

2,257,713

 

 

 

 

 

 

 

U.S. Agencies

 

 

49,968

 

 

 

 

 

 

49,968

 

 

 

 

Mortgage-backed

 

 

8,287,873

 

 

 

 

 

 

8,287,873

 

 

 

 

State and political subdivisions

 

 

2,371,456

 

 

 

 

 

 

2,371,456

 

 

 

 

Corporates

 

 

139,681

 

 

 

139,681

 

 

 

 

 

 

 

Collateralized loan obligations

 

 

554,195

 

 

 

 

 

 

554,195

 

 

 

 

Available-for-sale securities

 

 

13,660,886

 

 

 

2,397,394

 

 

 

11,263,492

 

 

 

 

Equity securities with readily determinable fair values

 

 

12,604

 

 

 

12,604

 

 

 

 

 

 

 

Derivatives

 

 

266,599

 

 

 

 

 

 

266,599

 

 

 

 

Total

 

$

13,964,294

 

 

$

2,417,511

 

 

$

11,546,783

 

 

$

 

Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives

 

$

146,429

 

 

$

 

 

$

146,429

 

 

$

 

Securities sold not yet purchased

 

 

8,290

 

 

 

 

 

 

8,290

 

 

 

 

Total

 

$

154,719

 

 

$

 

 

$

154,719

 

 

$

 

 

 

 

Fair Value Measurement at December 31, 2025

 

Description

 

December 31, 2025

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

Assets

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

2,636

 

 

$

2,636

 

 

$

 

 

$

 

U.S. Agencies

 

 

13,489

 

 

 

 

 

 

13,489

 

 

 

 

State and political subdivisions

 

 

3,697

 

 

 

 

 

 

3,697

 

 

 

 

Corporates

 

 

2,192

 

 

 

2,192

 

 

 

 

 

 

 

Trading – other

 

 

317

 

 

 

317

 

 

 

 

 

 

 

Trading securities

 

 

22,331

 

 

 

5,145

 

 

 

17,186

 

 

 

 

U.S. Treasury

 

 

2,320,815

 

 

 

2,320,815

 

 

 

 

 

 

 

U.S. Agencies

 

 

62,370

 

 

 

 

 

 

62,370

 

 

 

 

Mortgage-backed

 

 

8,167,873

 

 

 

 

 

 

8,167,873

 

 

 

 

State and political subdivisions

 

 

2,446,588

 

 

 

 

 

 

2,446,588

 

 

 

 

Corporates

 

 

177,115

 

 

 

177,115

 

 

 

 

 

 

 

Collateralized loan obligations

 

 

534,380

 

 

 

 

 

 

534,380

 

 

 

 

Available for sale securities

 

 

13,709,141

 

 

 

2,497,930

 

 

 

11,211,211

 

 

 

 

Equity securities with readily determinable fair values

 

 

14,690

 

 

 

14,690

 

 

 

 

 

 

 

Derivatives

 

 

281,329

 

 

 

 

 

 

281,329

 

 

 

 

Total

 

$

14,027,491

 

 

$

2,517,765

 

 

$

11,509,726

 

 

$

 

Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives

 

$

136,452

 

 

$

 

 

$

136,452

 

 

$

 

Securities sold not yet purchased

 

 

4,052

 

 

 

 

 

 

4,052

 

 

 

 

Total

 

$

140,504

 

 

$

 

 

$

140,504

 

 

$

 

Valuation methods for instruments measured at fair value on a recurring basis

The following methods and assumptions were used to estimate the fair value of each class of financial instruments measured on a recurring basis:

Trading Securities Fair values for trading securities (including financial futures), are based on quoted market prices where available. If quoted market prices are not available, fair values are based on quoted market prices for similar securities.

Securities Available for Sale Fair values are based on quoted market prices or dealer quotes, if available. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities. Prices are provided by third-party pricing services and are based on observable market inputs. On an annual basis, the Company compares a sample of these prices to other independent sources for the same securities. Additionally, throughout the year, if securities are sold, comparisons are made between the pricing services prices and the market prices at which the securities were sold. Variances are analyzed, and, if appropriate, additional research is conducted with the third-party pricing services. Based on this research, the pricing services may affirm or revise their quoted price. No significant adjustments have been made to the prices provided by the pricing services. The pricing services also provide documentation on an ongoing basis that includes reference data, inputs and methodology by asset class, which is reviewed to ensure that security placement within the fair value hierarchy is appropriate.

Equity securities with readily determinable fair values Fair values are based on quoted market prices.

Derivatives Fair values are determined using valuation techniques including discounted cash flow analysis on the expected cash flows from each derivative. This analysis reflects the contractual terms of the derivatives, including the period to maturity, and uses observable market-based inputs, including interest rate curves, foreign

exchange rates, and implied volatilities. The Company incorporates credit valuation adjustments to appropriately reflect both its own nonperformance risk and the respective counterparty’s nonperformance risk in the fair value measurements. In adjusting the fair value of its derivative contracts for the effect of nonperformance risk, the Company has considered the impact of netting and any applicable credit enhancements, such as collateral postings, thresholds, mutual puts, and guarantees.

Securities sold not yet purchased Fair values are based on quoted market prices or dealer quotes, if available. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities. Prices are provided by third-party pricing services and are based on observable market inputs.

Assets measured at fair value on a non-recurring basis as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Fair Value Measurement at March 31, 2026 Using

 

Description

 

March 31, 2026

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

 

Total (Losses) Gains Recognized During the Three Months Ended March 31

 

Collateral dependent assets

 

$

56,390

 

 

$

 

 

$

 

 

$

56,390

 

 

$

(17,333

)

Other real estate owned

 

 

354

 

 

 

 

 

 

 

 

 

354

 

 

 

8

 

Total

 

$

56,744

 

 

$

 

 

$

 

 

$

56,744

 

 

$

(17,325

)

 

 

Fair Value Measurement at December 31, 2025 Using

 

Description

 

December 31, 2025

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

 

Total (Losses) Gains Recognized During the Twelve Months Ended December 31

 

Collateral dependent assets

 

$

70,012

 

 

$

 

 

$

 

 

$

70,012

 

 

$

(29,420

)

Other real estate owned

 

 

3,009

 

 

 

 

 

 

 

 

 

3,009

 

 

 

178

 

Total

 

$

73,021

 

 

$

 

 

$

 

 

$

73,021

 

 

$

(29,242

)

Valuation methods for instruments measured at fair value on a non-recurring basis

The following methods and assumptions were used to estimate the fair value of each class of financial instruments measured on a non-recurring basis:

Collateral Dependent Assets Collateral dependent assets are assets evaluated as part of the ACL on an individual basis. Those assets for which there is an associated allowance are considered financial assets measured at fair value on a non-recurring basis. Adjustments are recorded on certain assets to reflect write-downs that are based on the external appraised value of the underlying collateral. The external appraisals are generally based on recent sales of comparable properties which are then adjusted for the unique characteristics of the property being valued. In the case of non-real estate collateral, reliance is placed on a variety of sources, including external estimates of value and judgments based on the experience and expertise of internal specialists within the Company’s property management group and the Company’s credit department. The valuation of collateral dependent assets are reviewed on a quarterly basis. Because many of these inputs are not observable, the measurements are classified as Level 3.

Other real estate owned Other real estate owned consists of loan collateral which has been repossessed through foreclosure. This collateral is comprised of commercial and residential real estate and other non-real estate

property, including auto, recreational and marine vehicles. Other real estate owned is recorded as held for sale initially at the fair value of the collateral less estimated selling costs. The initial valuation of the foreclosed property is obtained through an appraisal process similar to the process described in the collateral dependent assets paragraph above. Subsequent to foreclosure, valuations are reviewed quarterly and updated periodically, and the assets may be marked down further, reflecting a new cost basis. Fair value measurements may be based upon appraisals, third-party price opinions, or internally developed pricing methods and those measurements are classified as Level 3.

Fair value disclosures require disclosure of the fair value of financial assets and financial liabilities, including those financial assets and financial liabilities that are not measured and reported at fair value on a recurring basis or non-recurring basis.

The estimated fair value of the Company’s financial instruments at March 31, 2026 and December 31, 2025 are as follows (in thousands):

 

 

 

Fair Value Measurement at March 31, 2026 Using

 

 

 

Carrying Amount

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

 

Total
Estimated
Fair Value

 

FINANCIAL ASSETS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash and short-term investments

 

$

7,915,788

 

 

$

6,391,119

 

 

$

1,524,669

 

 

$

 

 

$

7,915,788

 

Securities available for sale

 

 

13,660,886

 

 

 

2,397,394

 

 

 

11,263,492

 

 

 

 

 

 

13,660,886

 

Securities held to maturity (exclusive of allowance for credit losses)

 

 

5,703,238

 

 

 

 

 

 

5,172,564

 

 

 

 

 

 

5,172,564

 

Trading securities

 

 

24,205

 

 

 

7,513

 

 

 

16,692

 

 

 

 

 

 

24,205

 

Other securities

 

 

685,590

 

 

 

12,604

 

 

 

672,986

 

 

 

 

 

 

685,590

 

Loans (exclusive of allowance for credit losses)

 

 

40,138,796

 

 

 

 

 

 

40,652,688

 

 

 

 

 

 

40,652,688

 

Derivatives

 

 

266,599

 

 

 

 

 

 

266,599

 

 

 

 

 

 

266,599

 

FINANCIAL LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Time deposits

 

 

3,210,518

 

 

 

 

 

 

3,210,518

 

 

 

 

 

 

3,210,518

 

Other borrowings

 

 

3,550,738

 

 

 

39,082

 

 

 

3,511,656

 

 

 

 

 

 

3,550,738

 

Long-term debt

 

 

477,164

 

 

 

 

 

 

526,828

 

 

 

 

 

 

526,828

 

Derivatives

 

 

146,429

 

 

 

 

 

 

146,429

 

 

 

 

 

 

146,429

 

OFF-BALANCE SHEET ARRANGEMENTS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commitments to extend credit for loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4,631

 

Commitments to extend resell agreements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

104

 

Commercial letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16

 

Standby letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,330

 

 

 

 

Fair Value Measurement at December 31, 2025 Using

 

 

 

Carrying Amount

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

 

Total
Estimated
Fair Value

 

FINANCIAL ASSETS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash and short-term investments

 

$

9,441,175

 

 

$

7,893,082

 

 

$

1,548,093

 

 

$

 

 

$

9,441,175

 

Securities available for sale

 

 

13,709,141

 

 

 

2,497,930

 

 

 

11,211,211

 

 

 

 

 

 

13,709,141

 

Securities held to maturity (exclusive of allowance for credit losses)

 

 

5,724,227

 

 

 

 

 

 

5,250,465

 

 

 

 

 

 

5,250,465

 

Trading securities

 

 

22,331

 

 

 

5,145

 

 

 

17,186

 

 

 

 

 

 

22,331

 

Other securities

 

 

676,300

 

 

 

14,690

 

 

 

661,610

 

 

 

 

 

 

676,300

 

Loans (exclusive of allowance for credit losses)

 

 

38,781,438

 

 

 

 

 

 

39,041,201

 

 

 

 

 

 

39,041,201

 

Derivatives

 

 

281,329

 

 

 

 

 

 

281,329

 

 

 

 

 

 

281,329

 

FINANCIAL LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Time deposits

 

 

3,760,862

 

 

 

 

 

 

3,760,862

 

 

 

 

 

 

3,760,862

 

Other borrowings

 

 

3,324,938

 

 

 

32,133

 

 

 

3,292,805

 

 

 

 

 

 

3,324,938

 

Long-term debt

 

 

474,229

 

 

 

 

 

 

523,545

 

 

 

 

 

 

523,545

 

Derivatives

 

 

136,452

 

 

 

 

 

 

136,452

 

 

 

 

 

 

136,452

 

OFF-BALANCE SHEET ARRANGEMENTS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commitments to extend credit for loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14,972

 

Commitments to extend resell agreements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

106

 

Commercial letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

130

 

Standby letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4,483

 

Cash and short-term investments The carrying amounts of cash and due from banks, federal funds sold and resell agreements are reasonable estimates of their fair values.

Securities held to maturity For U.S. Treasury and mortgage-backed securities, as well as general obligation bonds in the State and political subdivision portfolio, fair values are based on quoted market prices or dealer quotes, if available. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities. Prices are provided by third-party pricing services and are based on observable market inputs. On an annual basis, the Company compares a sample of these prices to other independent sources for the same securities. Variances are analyzed, and, if appropriate, additional research is conducted with the third-party pricing services. Based on this research, the pricing services may affirm or revise their quoted price. No significant adjustments have been made to the prices provided by the pricing services. The pricing services also provide documentation on an ongoing basis that includes reference data, inputs and methodology by asset class, which is reviewed to ensure that security placement within the fair value hierarchy is appropriate. For private placement bonds in the State and political subdivision portfolio, fair values are estimated by discounting the future cash flows using current market rates.

Other securities Amount consists of FRB and FHLB stock held by the Company, equity securities with readily determinable fair values, and equity securities without readily determinable fair values, including equity-method investments and other miscellaneous investments. The carrying amount of the FRB and FHLB stock equals its fair value because the shares can only be redeemed by the FRB and FHLB at their carrying amount. Equity securities with readily determinable fair values are measured at fair value using quoted market prices. Equity securities without readily determinable fair values are carried at cost, which approximates fair value.

Loans Fair values are estimated for portfolios with similar financial characteristics. Loans are segregated by type, such as commercial, real estate, consumer, and credit card. Each loan category is further segmented into fixed and variable interest rate categories. The fair value of loans is estimated by discounting the future cash flows. The discount rates used are estimated using comparable market rates for similar types of instruments adjusted to be commensurate with the credit risk, overhead costs, and optionality of such instruments.

Time deposits The fair value of fixed-maturity certificates of deposit is estimated by discounting the future cash flows using the rates that are currently offered for deposits of similar remaining maturities.

Other borrowings The carrying amounts of federal funds purchased, repurchase agreements and other short-term debt are reasonable estimates of their fair value because of the short-term nature of their maturities. Federal funds purchased are classified as Level 1 based on availability of quoted market prices and repurchase agreements and other short-term debt are classified as Level 2.

Long-term debt Rates currently available to the Company for debt with similar terms and remaining maturities are used to estimate fair value of existing debt.

Other off-balance sheet instruments The fair value of loan commitments and letters of credit are determined based on the fees currently charged to enter into similar agreements, taking into account the remaining terms of the agreement and the present creditworthiness of the counterparties. Neither the fees earned during the year on these instruments nor their fair value at period-end are significant to the Company’s consolidated financial position.

v3.26.1
Acquisition
3 Months Ended
Mar. 31, 2026
Business Combination, Asset Acquisition, Transaction between Entities under Common Control, and Joint Venture Formation [Abstract]  
Acquisition

13. Acquisition

On January 31, 2025 (Acquisition Date), the Company acquired all of the outstanding stock of Heartland Financial USA, Inc., a Delaware corporation (HTLF), in an all-stock transaction, issuing a total of 23.6 million shares of the Company’s common stock and 4.6 million depositary shares, each representing a 1/400th interest in a share of the Company’s 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A (the Series A preferred stock). Pursuant to the Agreement and Plan of Merger, dated as of April 28, 2024, (i) HTLF merged with and into the Company, with the Company continuing as the surviving corporation and (ii) one day after the closing date of the acquisition of HTLF by the Company, HTLF’s wholly owned bank subsidiary, a Colorado-chartered bank (HTLF Bank), merged with and into UMB Bank, National Association, the Company’s national bank subsidiary (the Bank), with the Bank continuing as the surviving bank.

Total consideration for the acquisition was $2.9 billion, consisting of the Company’s common stock valued at $2.8 billion (based on the Company’s common stock price of $117.90) and the Company’s Series A preferred stock valued at $115.2 million (based on the Company’s Series A preferred stock price of $25.05) as of close of business on the Acquisition Date. Each HTLF common stock share was converted into 0.55 shares of the Company’s common stock. Each HTLF preferred stock share was converted into a share of the Company’s Series A preferred stock.

The acquisition of HTLF was accounted for as a business combination using the purchase method of accounting in accordance with FASB ASC Topic 805, Business Combinations. Accordingly, the purchase price was allocated based on the estimated fair market values of the assets and liabilities acquired.

The following table summarizes the net assets acquired (at fair value) and consideration transferred for HTLF as of January 31, 2025 (in thousands, except for per share data):

 

 

Fair Value
January 31, 2025

 

Assets

 

 

Loans, net of allowance for credit losses on loans

$

9,734,711

 

Investment securities

 

3,648,445

 

Interest-bearing due from banks

 

965,003

 

Cash and due from banks

 

174,985

 

Premises and equipment, net

 

174,579

 

Identifiable intangible assets

 

511,021

 

Other assets

 

906,712

 

Total assets acquired

$

16,115,456

 

 

 

 

Liabilities

 

 

Noninterest-bearing deposits

$

3,761,997

 

Interest-bearing deposits

 

10,586,989

 

Long-term debt

 

278,018

 

Other liabilities

 

199,532

 

Total liabilities assumed

$

14,826,536

 

 

 

 

Net identifiable assets acquired

$

1,288,920

 

Preliminary goodwill

 

1,630,209

 

Net assets acquired

$

2,919,129

 

 

 

 

Consideration

 

 

Common stock consideration:

 

 

Company's common shares issued

 

23,609

 

Purchase price per share of the Company's common stock

$

117.90

 

Fair value of common stock consideration

$

2,783,510

 

Preferred stock consideration

 

115,230

 

Stock-based compensation consideration

 

20,389

 

Fair value of total consideration transferred

$

2,919,129

 

The Company finalized its review of the fair value of the acquired assets and liabilities noted in the table above as of January 31, 2026. After December 31, 2025 but before the end of the preliminary measurement period, the Company recorded an adjustment of $2.2 million to the valuation allowance against certain state deferred tax assets.

 

The amount of goodwill arising from the acquisition reflects the Company’s increased market share and related synergies that are expected to result from combining the operations of UMB and HTLF. In accordance with ASC 350, Intangibles-Goodwill and Other, goodwill will not be amortized, but will be subject to at least an annual impairment test. The Company has approximately $44.0 million of tax-deductible goodwill that arose in previous transactions completed by HTLF which carries over. The remaining goodwill related to the acquisition is not expected to be deductible for tax purposes. Of the $1.6 billion in goodwill arising from the acquisition, $978.1 million was assigned to the Commercial Banking segment and $652.1 million was assigned to the Personal Banking segment. The fair value of the acquired identifiable intangible assets of $511.0 million is comprised of a core deposit intangible of $474.1 million, a customer list of $26.0 million and purchased credit card relationships of $10.9 million.

 

The following is a description of the methods used to determine the fair values of significant assets and liabilities presented above.

 

Loans A valuation of the loans was performed by a third party as of the Acquisition Date to assess the fair value. The fair value of loans was based on a discounted cash flow method that considered the loans’ underlying characteristics including account type, remaining terms of loan, annual interest rates or coupon, fixed or variable interest rate, past delinquencies, risk rating, timing of principal and interest payments, current market rates, loan to value ratios, loss exposure, more specifically the probability of default and loss given default, and remaining balance. Loans were aggregated according to similar characteristics when applying the valuation method.

 

The Company's accounting methods for acquired Non-PCD and PCD loans are discussed in Note 1, "Summary of Significant Accounting Policies". At the Acquisition Date, the fair value of Non-PCD loans was $6.7 billion, compared to the unpaid principal balance of $7.1 billion.

 

The following table presents the unpaid principal balance and fair value of the loans acquired in the HTLF acquisition as of the Acquisition Date (in thousands):

 

 

Unpaid Principal Balance

 

Fair Value

 

Non-PCD loans

$

7,067,238

 

$

6,688,190

 

PCD loans

 

3,237,332

 

 

3,046,521

 

Total loans

$

10,304,570

 

$

9,734,711

 

At the Acquisition Date, of the $9.7 billion of loans acquired from HTLF, $3.0 billion were accounted for as PCD loans.

The following table provides a summary of PCD loans purchased as part of the HTLF acquisition as of the Acquisition Date (in thousands):

 

 

January 31, 2025

 

Principal of PCD loans acquired

$

3,237,332

 

PCD ACL at acquisition

 

(85,299

)

Non-credit discount on PCD loans

 

(105,512

)

Fair value of PCD Loans

$

3,046,521

 

Investment securities The portion of the investment securities portfolio that was classified as available-for-sale was valued utilizing third-party pricing services for those securities retained and valued using the actual sales prices for those securities that were sold shortly after the close of the acquisition. The portion of the investment securities portfolio that was classified as held-to-maturity as of the Acquisition Date were priced by a third party using a discounted cash flow methodology similar to the methodology described above for the valuation of loans.

Interest-bearing due from banks and Cash and due from banks The carrying amount of these assets is a reasonable estimate of fair value based on the short-term nature of these assets.

 

Core deposit intangible Core deposit intangibles represent the value of relationships with deposit clients and the cost savings derived from available core deposits relative to an alternative funding source. The fair value of the core deposit intangible was estimated using a net cost savings method, a variation of the income approach. This approach considers expected client attrition rates, average life and balance inflation, alternative cost of funds, the interest cost and net maintenance cost associated with the client deposit base, and a discount rate used to discount the future economic benefits of the core deposit intangible asset to present value.

Deposits The fair value for demand and savings deposits is the amount payable on demand at the Acquisition Date. The fair value for time deposits was valued by a third party using a discounted cash flow calculation that applied interest rates currently being offered to the contractual interest rates on such time deposits.

Long-term debt The fair value of long-term debt instruments was valued by a third party based on quoted market prices for the instrument if available, or for similar instruments if not available, or by using discounted cash flow analyses, based on current incremental borrowing rates for similar types of instruments.

 

The Company assumed long-term debt obligations with an aggregate balance of $159.8 million and an aggregate fair value of $139.3 million as of the Acquisition Date payable to fifteen unconsolidated trusts that have issued trust preferred securities. The interest rates on the acquired trust preferred securities ranged from 5.89% to 8.21% as of the Acquisition Date and reset quarterly. The acquired trust preferred securities have maturity dates ranging from September 2032 to September 2037.

 

The Company assumed $150.0 million in aggregate subordinated notes due September 2031. The subordinated notes have a fixed interest rate of 2.75% until September 2026, at which time the interest rate will reset quarterly. The subordinated notes had an acquired fair value of $138.8 million as of January 31, 2025.

The results of HTLF are included in the results of the Company subsequent to the Acquisition Date. Transaction costs incurred after the Acquisition Date totaled $140.1 million, primarily in Salaries and employee benefits and Legal and consulting in the Consolidated Statements of Income, as well as $62.0 million in Provision expense to establish an ACL on the HTLF loans designated as non-PCD as of the Acquisition Date (Day 1 Provision expense). Additional transaction and integration costs will be expensed in future periods as incurred.

The following unaudited pro forma information combines the historical results of HTLF and the Company. The unaudited pro forma financial information does not include the potential impacts of possible business model changes, current market conditions, revenue enhancements, expense efficiencies, or other factors. If the HTLF acquisition had been completed on January 1, 2024, total revenue would have been approximately $2.7 billion and $2.5 billion for the years ended December 31, 2025 and December 31, 2024, respectively. Net income available to common shareholders would have been approximately $843.3 million and $504.0 million, respectively, for the same periods. Basic earnings per share would have been $11.20 and $6.96 for the same periods, respectively.

The unaudited pro forma information above reflects adjustments made to exclude the impact of acquisition-related expenses of $142.0 million for the year ended December 31, 2025 and include such expenses in the year ended December 31, 2024. Day 1 provision expense of $62.0 million was included in 2024 to reflect the assumption of the acquisition timing noted above. Adjustments also included adjusting net interest income by the estimated net accretion of fair value marks on acquired loans, HTM securities, time deposits and long-term debt of $12.8 million and $153.1 million for the years ended December 31, 2025 and December 31, 2024, respectively, and adjusting noninterest expense for the estimated net amortization of intangibles and fair value marks on premises and equipment of $8.0 million and $96.0 million for the years ended December 31, 2025 and December 31, 2024, respectively.

The unaudited pro forma information is theoretical in nature and not necessarily indicative of future consolidated results of operations of the Company or the consolidated results of operations which would have resulted had the Company acquired HTLF during the periods presented.

The Company has determined that it is impractical to report the amounts of revenue and earnings of legacy HTLF since the Acquisition Date due to the integration of operations shortly after the Acquisition Date. Accordingly, reliable and separate complete revenue and earnings information is no longer available. In addition, such amounts would require significant estimates related to the proper allocation of merger cost savings that cannot be objectively made.

v3.26.1
Summary of Significant Accounting Policies (Policies)
3 Months Ended
Mar. 31, 2026
Accounting Policies [Abstract]  
Nature Of Operations

The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America (U.S. GAAP) requires management to make estimates and assumptions that affect the reported amount of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements. These estimates and assumptions also impact reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. A summary of the significant accounting policies to assist the reader in understanding the financial presentation is provided in the Notes to Consolidated Financial Statements in the Form 10-K.

Business Combinations

Business Combinations

The Company accounts for business combinations using the purchase method of accounting in accordance with FASB ASC Topic 805, Business Combinations, which requires assets acquired and liabilities assumed to be recognized at fair value as of the acquisition date.

On January 31, 2025 (Acquisition Date), the Company acquired Heartland Financial USA, Inc. (HTLF) pursuant to an Agreement and Plan of Merger, dated as of April 28, 2024. See Note 13, “Acquisition” for additional information.

Cash and cash equivalents

Cash and cash equivalents

Cash and cash equivalents includes Cash and due from banks and amounts due from the Federal Reserve Bank (FRB). Cash on hand, cash items in the process of collection, and amounts due from correspondent banks are included in Cash and due from banks. Amounts due from the FRB are interest-bearing for all periods presented and are included in the Interest-bearing due from banks line on the Company’s Consolidated Balance Sheets.

This table provides a summary of cash and cash equivalents as presented on the Consolidated Statements of Cash Flows as of March 31, 2026 and March 31, 2025 (in thousands):

 

 

March 31,

 

 

 

2026

 

 

2025

 

Due from the FRB

 

$

5,525,511

 

 

$

9,692,616

 

Cash and due from banks

 

 

735,829

 

 

 

917,450

 

Cash and cash equivalents at end of period

 

$

6,261,340

 

 

$

10,610,066

 

 

Also included in the Interest-bearing due from banks, but not considered cash and cash equivalents, are interest-bearing accounts held at other financial institutions, which totaled $129.8 million and $119.3 million at March 31, 2026 and March 31, 2025, respectively.

Acquired Loans

Acquired Loans

Acquired loans are initially recorded at fair value. The Company’s accounting methods for acquired loans depends on whether or not the loan reflects more than insignificant credit deterioration since origination at the date of acquisition.

Non-Purchased Credit Deteriorated Loans

Non-purchased credit deteriorated (Non-PCD) loans do not reflect more than insignificant credit deterioration since origination at the date of acquisition. These loans are recorded at fair value and an increase to the allowance for credit losses (ACL) is recorded with a corresponding increase to the provision for credit losses at the date of acquisition. The difference between fair value and the unpaid principal balance at the acquisition date is amortized or accreted to interest income over the contractual life of the loan using the effective interest method.

Purchased Credit Deteriorated Loans

Purchased loans that reflect a more than insignificant credit deterioration since origination at the date of acquisition are classified as purchased credit deteriorated (PCD) loans. PCD loans are recorded at fair value plus the ACL expected at the time of acquisition. Under this method, there is no provision for credit losses on acquisition of PCD loans. The non-credit-related difference between fair value and the unpaid principal balance at the acquisition date is amortized or accreted to interest income over the contractual life of the loan using the effective interest method.

Per Share Data

Per Share Data

Basic net income per common share is computed using net income available to common shareholders and the weighted average number of shares of common stock outstanding during each period. Diluted net income per common share is determined using net income available to common shareholders and the weighted average common shares and assumed incremental common shares issued. The following table provides the amounts used in the determination of basic and diluted net income per common share for the three months ended March 31, 2026 and 2025 (in thousands, except share and per share data):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Net income

 

$

261,438

 

 

$

81,333

 

Less: Preferred dividends

 

 

5,813

 

 

 

2,013

 

Net income available to common shareholders

 

$

255,625

 

 

$

79,320

 

 

 

 

 

 

 

 

Weighted average common shares outstanding for basic earnings per share

 

 

76,032,620

 

 

 

65,063,262

 

Assumed incremental common shares issued upon vesting of outstanding restricted stock units

 

 

366,613

 

 

 

432,796

 

Weighted average common shares for diluted earnings per share

 

 

76,399,233

 

 

 

65,496,058

 

Net income per common share – basic

 

$

3.36

 

 

$

1.22

 

Net income per common share – diluted

 

 

3.35

 

 

 

1.21

 

Number of antidilutive restricted stock units excluded from diluted earnings per share computation

 

 

202,485

 

 

 

 

Number of antidilutive stock options excluded from diluted earnings per share computation

 

 

 

 

 

4,962

 

 

Derivatives

Derivatives

The Company records all derivatives on the Consolidated Balance Sheets at fair value. The accounting for changes in the fair value of derivatives depends on the intended use of the derivative, whether the Company has elected to designate a derivative in a hedging relationship and apply hedge accounting and whether the hedging relationship has satisfied the criteria necessary to apply hedge accounting. Currently, 15 of the Company’s derivatives are designated in qualifying hedging relationships. However, the remainder of the Company’s derivatives are not designated in qualifying hedging relationships, as the derivatives are not used to manage risks within the Company’s assets or liabilities. All changes in fair value of the Company’s non-designated derivatives and fair value hedges are recognized directly in earnings. Changes in fair value of the Company’s cash flow hedges are recognized in accumulated other comprehensive income (AOCI) and are reclassified to earnings when the hedged transaction affects earnings.

v3.26.1
Summary of Significant Accounting Policies (Tables)
3 Months Ended
Mar. 31, 2026
Accounting Policies [Abstract]  
Summary of Cash and Cash Equivalents

This table provides a summary of cash and cash equivalents as presented on the Consolidated Statements of Cash Flows as of March 31, 2026 and March 31, 2025 (in thousands):

 

 

March 31,

 

 

 

2026

 

 

2025

 

Due from the FRB

 

$

5,525,511

 

 

$

9,692,616

 

Cash and due from banks

 

 

735,829

 

 

 

917,450

 

Cash and cash equivalents at end of period

 

$

6,261,340

 

 

$

10,610,066

 

 

Summary of Amounts Used in Determination of Basic and Diluted Net Income Per Common Share The following table provides the amounts used in the determination of basic and diluted net income per common share for the three months ended March 31, 2026 and 2025 (in thousands, except share and per share data):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Net income

 

$

261,438

 

 

$

81,333

 

Less: Preferred dividends

 

 

5,813

 

 

 

2,013

 

Net income available to common shareholders

 

$

255,625

 

 

$

79,320

 

 

 

 

 

 

 

 

Weighted average common shares outstanding for basic earnings per share

 

 

76,032,620

 

 

 

65,063,262

 

Assumed incremental common shares issued upon vesting of outstanding restricted stock units

 

 

366,613

 

 

 

432,796

 

Weighted average common shares for diluted earnings per share

 

 

76,399,233

 

 

 

65,496,058

 

Net income per common share – basic

 

$

3.36

 

 

$

1.22

 

Net income per common share – diluted

 

 

3.35

 

 

 

1.21

 

Number of antidilutive restricted stock units excluded from diluted earnings per share computation

 

 

202,485

 

 

 

 

Number of antidilutive stock options excluded from diluted earnings per share computation

 

 

 

 

 

4,962

 

 

v3.26.1
Loans and Allowance for Credit Losses (Tables)
3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Summary of Loan Classes and Aging of Past Due Loans

The following tables provide a summary of loan classes and an aging of past due loans at March 31, 2026 and December 31, 2025 (in thousands):

 

 

March 31, 2026

 

 

 

30-89
Days Past
Due and
Accruing

 

 

Greater than
90 Days Past
Due and
Accruing

 

 

Nonaccrual
Loans

 

 

Total
Past Due

 

 

Current

 

 

Total Loans

 

Loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial and industrial

 

$

8,811

 

 

$

1

 

 

$

55,975

 

 

$

64,787

 

 

$

17,003,977

 

 

$

17,068,764

 

Specialty lending

 

 

 

 

 

 

 

 

 

 

 

 

 

 

646,027

 

 

 

646,027

 

Commercial real estate

 

 

8,647

 

 

 

959

 

 

 

63,436

 

 

 

73,042

 

 

 

16,554,028

 

 

 

16,627,070

 

Consumer real estate

 

 

11,631

 

 

 

 

 

 

31,103

 

 

 

42,734

 

 

 

4,386,994

 

 

 

4,429,728

 

Consumer

 

 

568

 

 

 

5,182

 

 

 

147

 

 

 

5,897

 

 

 

230,085

 

 

 

235,982

 

Credit cards

 

 

10,603

 

 

 

8,782

 

 

 

589

 

 

 

19,974

 

 

 

697,857

 

 

 

717,831

 

Leases and other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

408,923

 

 

 

408,923

 

Total loans

 

$

40,260

 

 

$

14,924

 

 

$

151,250

 

 

$

206,434

 

 

$

39,927,891

 

 

$

40,134,325

 

 

 

 

December 31, 2025

 

 

 

30-89
Days Past
Due and
Accruing

 

 

Greater than
90 Days Past
Due and
Accruing

 

 

Nonaccrual
Loans

 

 

Total
Past Due

 

 

Current

 

 

Total Loans

 

Loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial and industrial

 

$

36,391

 

 

$

6,417

 

 

$

26,633

 

 

$

69,441

 

 

$

16,201,079

 

 

$

16,270,520

 

Specialty lending

 

 

 

 

 

 

 

 

 

 

 

 

 

 

518,237

 

 

 

518,237

 

Commercial real estate

 

 

24,786

 

 

 

 

 

 

86,838

 

 

 

111,624

 

 

 

16,264,615

 

 

 

16,376,239

 

Consumer real estate

 

 

10,451

 

 

 

244

 

 

 

29,910

 

 

 

40,605

 

 

 

4,395,863

 

 

 

4,436,468

 

Consumer

 

 

689

 

 

 

5,237

 

 

 

777

 

 

 

6,703

 

 

 

232,108

 

 

 

238,811

 

Credit cards

 

 

9,194

 

 

 

6,505

 

 

 

508

 

 

 

16,207

 

 

 

684,526

 

 

 

700,733

 

Leases and other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

238,400

 

 

 

238,400

 

Total loans

 

$

81,511

 

 

$

18,403

 

 

$

144,666

 

 

$

244,580

 

 

$

38,534,828

 

 

$

38,779,408

 

Summary of Amortized Cost of Nonaccrual Loans with No Related Allowance

The following tables provide the amortized cost of nonaccrual loans with no related allowance for credit losses by loan class at March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Nonaccrual
Loans

 

 

Amortized Cost of Nonaccrual Loans with no related Allowance

 

Loans

 

 

 

 

 

 

Commercial and industrial

 

$

55,975

 

 

$

12,640

 

Specialty lending

 

 

 

 

 

 

Commercial real estate

 

 

63,436

 

 

 

33,407

 

Consumer real estate

 

 

31,103

 

 

 

30,094

 

Consumer

 

 

147

 

 

 

147

 

Credit cards

 

 

589

 

 

 

589

 

Leases and other

 

 

 

 

 

 

Total loans

 

$

151,250

 

 

$

76,877

 

 

 

 

December 31, 2025

 

 

 

Nonaccrual
Loans

 

 

Amortized Cost of Nonaccrual Loans with no related Allowance

 

Loans

 

 

 

 

 

 

Commercial and industrial

 

$

26,633

 

 

$

10,870

 

Specialty lending

 

 

 

 

 

 

Commercial real estate

 

 

86,838

 

 

 

35,973

 

Consumer real estate

 

 

29,910

 

 

 

28,661

 

Consumer

 

 

777

 

 

 

777

 

Credit cards

 

 

508

 

 

 

508

 

Leases and other

 

 

 

 

 

 

Total loans

 

$

144,666

 

 

$

76,789

 

Summary of Amortized Cost Balance of Each of Loan Classes Disaggregated by Collateral Type and Origination Year

The following tables provide a summary of the amortized cost balance of each of the Company’s loan classes disaggregated by collateral type and origination year as of March 31, 2026 and December 31, 2025, as well as the gross charge-offs by loan class and origination year for the three months ended March 31, 2026 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Loan Segment
and Type

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

944,324

 

 

$

2,793,596

 

 

$

1,811,310

 

 

$

907,969

 

 

$

874,584

 

 

$

762,205

 

 

$

5,791,960

 

 

$

44,961

 

 

$

13,930,909

 

Agriculture

 

 

6,744

 

 

 

26,657

 

 

 

20,970

 

 

 

23,301

 

 

 

6,582

 

 

 

5,492

 

 

 

400,425

 

 

 

479

 

 

 

490,650

 

NDFIs

 

 

39,118

 

 

 

190,987

 

 

 

282,494

 

 

 

360,651

 

 

 

60,399

 

 

 

27,655

 

 

 

1,674,758

 

 

 

 

 

 

2,636,062

 

Overdrafts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11,143

 

 

 

 

 

 

11,143

 

Total Commercial and industrial

 

 

990,186

 

 

 

3,011,240

 

 

 

2,114,774

 

 

 

1,291,921

 

 

 

941,565

 

 

 

795,352

 

 

 

7,878,286

 

 

 

45,440

 

 

 

17,068,764

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

82

 

 

 

117

 

 

 

73

 

 

 

3,077

 

 

 

 

 

 

3,349

 

Specialty lending:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

51,006

 

 

 

45,458

 

 

 

5,528

 

 

 

 

 

 

5,407

 

 

 

46,864

 

 

 

491,764

 

 

 

 

 

 

646,027

 

Total Specialty lending

 

 

51,006

 

 

 

45,458

 

 

 

5,528

 

 

 

 

 

 

5,407

 

 

 

46,864

 

 

 

491,764

 

 

 

 

 

 

646,027

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

272,512

 

 

 

1,130,699

 

 

 

594,932

 

 

 

553,366

 

 

 

938,003

 

 

 

1,396,518

 

 

 

46,285

 

 

 

 

 

 

4,932,315

 

Non-owner-occupied

 

 

486,814

 

 

 

1,629,000

 

 

 

693,463

 

 

 

682,722

 

 

 

994,330

 

 

 

1,310,146

 

 

 

41,608

 

 

 

 

 

 

5,838,083

 

Farmland

 

 

27,169

 

 

 

274,103

 

 

 

72,016

 

 

 

81,613

 

 

 

120,284

 

 

 

230,060

 

 

 

45,813

 

 

 

 

 

 

851,058

 

5+ Multi-family

 

 

175,875

 

 

 

205,422

 

 

 

194,712

 

 

 

169,618

 

 

 

509,376

 

 

 

523,346

 

 

 

10,198

 

 

 

 

 

 

1,788,547

 

1-4 Family construction

 

 

27,446

 

 

 

53,800

 

 

 

2,036

 

 

 

239

 

 

 

518

 

 

 

 

 

 

3,574

 

 

 

 

 

 

87,613

 

General construction

 

 

290,623

 

 

 

909,104

 

 

 

777,647

 

 

 

623,551

 

 

 

383,963

 

 

 

41,025

 

 

 

103,504

 

 

 

37

 

 

 

3,129,454

 

Total Commercial real estate

 

 

1,280,439

 

 

 

4,202,128

 

 

 

2,334,806

 

 

 

2,111,109

 

 

 

2,946,474

 

 

 

3,501,095

 

 

 

250,982

 

 

 

37

 

 

 

16,627,070

 

Current period charge-offs

 

 

 

 

 

 

 

 

403

 

 

 

6,145

 

 

 

3,221

 

 

 

995

 

 

 

 

 

 

 

 

 

10,764

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HELOC

 

 

608

 

 

 

743

 

 

 

393

 

 

 

1,718

 

 

 

2,555

 

 

 

8,562

 

 

 

700,318

 

 

 

4,329

 

 

 

719,226

 

First lien: 1-4 family

 

 

164,414

 

 

 

602,689

 

 

 

341,374

 

 

 

347,866

 

 

 

608,389

 

 

 

1,513,971

 

 

 

6,914

 

 

 

90

 

 

 

3,585,707

 

Junior lien: 1-4 family

 

 

3,985

 

 

 

18,623

 

 

 

28,274

 

 

 

18,352

 

 

 

27,443

 

 

 

22,443

 

 

 

5,675

 

 

 

 

 

 

124,795

 

Total Consumer real estate

 

 

169,007

 

 

 

622,055

 

 

 

370,041

 

 

 

367,936

 

 

 

638,387

 

 

 

1,544,976

 

 

 

712,907

 

 

 

4,419

 

 

 

4,429,728

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

367

 

 

 

64

 

 

 

82

 

 

 

 

 

 

 

 

 

513

 

Consumer:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revolving line

 

 

 

 

 

1,485

 

 

 

34

 

 

 

22

 

 

 

48

 

 

 

595

 

 

 

147,111

 

 

 

2,749

 

 

 

152,044

 

Auto

 

 

2,427

 

 

 

7,166

 

 

 

6,322

 

 

 

8,319

 

 

 

4,283

 

 

 

876

 

 

 

 

 

 

 

 

 

29,393

 

Other

 

 

3,150

 

 

 

10,712

 

 

 

9,891

 

 

 

3,037

 

 

 

5,632

 

 

 

1,796

 

 

 

20,327

 

 

 

 

 

 

54,545

 

Total Consumer

 

 

5,577

 

 

 

19,363

 

 

 

16,247

 

 

 

11,378

 

 

 

9,963

 

 

 

3,267

 

 

 

167,438

 

 

 

2,749

 

 

 

235,982

 

Current period charge-offs

 

 

 

 

 

11

 

 

 

31

 

 

 

45

 

 

 

9

 

 

 

8

 

 

 

981

 

 

 

 

 

 

1,085

 

Credit cards:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consumer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

341,393

 

 

 

 

 

 

341,393

 

Commercial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

376,438

 

 

 

 

 

 

376,438

 

Total Credit cards

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

717,831

 

 

 

 

 

 

717,831

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5,876

 

 

 

 

 

 

5,876

 

Leases and other:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,186

 

 

 

 

 

 

 

 

 

1,186

 

Other

 

 

22,966

 

 

 

166,465

 

 

 

17,497

 

 

 

7,386

 

 

 

7,721

 

 

 

11,716

 

 

 

173,986

 

 

 

 

 

 

407,737

 

Total Leases and other

 

 

22,966

 

 

 

166,465

 

 

 

17,497

 

 

 

7,386

 

 

 

7,721

 

 

 

12,902

 

 

 

173,986

 

 

 

 

 

 

408,923

 

Current period charge-offs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total loans

 

$

2,519,181

 

 

$

8,066,709

 

 

$

4,858,893

 

 

$

3,789,730

 

 

$

4,549,517

 

 

$

5,904,456

 

 

$

10,393,194

 

 

$

52,645

 

 

$

40,134,325

 

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Loan Segment
and Type

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

2,989,029

 

 

$

1,901,767

 

 

$

1,039,595

 

 

$

929,230

 

 

$

471,193

 

 

$

321,761

 

 

$

5,636,442

 

 

$

12,186

 

 

$

13,301,203

 

Agriculture

 

 

30,385

 

 

 

22,585

 

 

 

24,980

 

 

 

7,827

 

 

 

3,859

 

 

 

3,180

 

 

 

426,729

 

 

 

2,258

 

 

 

521,803

 

NDFIs

 

 

130,392

 

 

 

286,076

 

 

 

368,137

 

 

 

86,436

 

 

 

12,136

 

 

 

29,406

 

 

 

1,517,283

 

 

 

271

 

 

 

2,430,137

 

Overdrafts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17,377

 

 

 

 

 

 

17,377

 

Total Commercial and industrial

 

 

3,149,806

 

 

 

2,210,428

 

 

 

1,432,712

 

 

 

1,023,493

 

 

 

487,188

 

 

 

354,347

 

 

 

7,597,831

 

 

 

14,715

 

 

 

16,270,520

 

Specialty lending:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

46,480

 

 

 

5,639

 

 

 

 

 

 

5,801

 

 

 

25,763

 

 

 

22,632

 

 

 

411,922

 

 

 

 

 

 

518,237

 

Total Specialty lending

 

 

46,480

 

 

 

5,639

 

 

 

 

 

 

5,801

 

 

 

25,763

 

 

 

22,632

 

 

 

411,922

 

 

 

 

 

 

518,237

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

1,151,075

 

 

 

529,761

 

 

 

599,178

 

 

 

955,385

 

 

 

775,378

 

 

 

724,775

 

 

 

39,505

 

 

 

 

 

 

4,775,057

 

Non-owner-occupied

 

 

1,664,285

 

 

 

656,031

 

 

 

847,458

 

 

 

1,018,831

 

 

 

769,616

 

 

 

736,502

 

 

 

41,093

 

 

 

1,054

 

 

 

5,734,870

 

Farmland

 

 

258,796

 

 

 

74,542

 

 

 

85,814

 

 

 

131,009

 

 

 

83,613

 

 

 

163,318

 

 

 

66,403

 

 

 

75

 

 

 

863,570

 

5+ Multi-family

 

 

329,902

 

 

 

179,107

 

 

 

171,945

 

 

 

554,125

 

 

 

434,660

 

 

 

96,475

 

 

 

10,441

 

 

 

 

 

 

1,776,655

 

1-4 Family construction

 

 

75,849

 

 

 

11,564

 

 

 

240

 

 

 

520

 

 

 

 

 

 

 

 

 

1,301

 

 

 

 

 

 

89,474

 

General construction

 

 

1,099,253

 

 

 

868,115

 

 

 

719,128

 

 

 

373,196

 

 

 

28,313

 

 

 

16,273

 

 

 

32,335

 

 

 

 

 

 

3,136,613

 

Total Commercial real estate

 

 

4,579,160

 

 

 

2,319,120

 

 

 

2,423,763

 

 

 

3,033,066

 

 

 

2,091,580

 

 

 

1,737,343

 

 

 

191,078

 

 

 

1,129

 

 

 

16,376,239

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HELOC

 

 

2,748

 

 

 

399

 

 

 

756

 

 

 

2,075

 

 

 

577

 

 

 

7,784

 

 

 

698,503

 

 

 

5,331

 

 

 

718,173

 

First lien: 1-4 family

 

 

653,333

 

 

 

368,156

 

 

 

364,405

 

 

 

631,555

 

 

 

735,751

 

 

 

830,570

 

 

 

6,864

 

 

 

13

 

 

 

3,590,647

 

Junior lien: 1-4 family

 

 

20,458

 

 

 

31,221

 

 

 

19,212

 

 

 

28,538

 

 

 

17,405

 

 

 

6,048

 

 

 

4,766

 

 

 

 

 

 

127,648

 

Total Consumer real estate

 

 

676,539

 

 

 

399,776

 

 

 

384,373

 

 

 

662,168

 

 

 

753,733

 

 

 

844,402

 

 

 

710,133

 

 

 

5,344

 

 

 

4,436,468

 

Consumer:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revolving line

 

 

1,485

 

 

 

34

 

 

 

23

 

 

 

49

 

 

 

24

 

 

 

526

 

 

 

160,454

 

 

 

102

 

 

 

162,697

 

Auto

 

 

8,179

 

 

 

7,292

 

 

 

9,743

 

 

 

5,307

 

 

 

1,118

 

 

 

248

 

 

 

 

 

 

 

 

 

31,887

 

Other

 

 

12,907

 

 

 

11,197

 

 

 

3,514

 

 

 

5,917

 

 

 

853

 

 

 

1,272

 

 

 

8,567

 

 

 

 

 

 

44,227

 

Total Consumer

 

 

22,571

 

 

 

18,523

 

 

 

13,280

 

 

 

11,273

 

 

 

1,995

 

 

 

2,046

 

 

 

169,021

 

 

 

102

 

 

 

238,811

 

Credit cards:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consumer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

347,749

 

 

 

 

 

 

347,749

 

Commercial

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

352,984

 

 

 

 

 

 

352,984

 

Total Credit cards

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

700,733

 

 

 

 

 

 

700,733

 

Leases and other:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,214

 

 

 

 

 

 

 

 

 

1,214

 

Other

 

 

181,160

 

 

 

16,408

 

 

 

8,588

 

 

 

8,713

 

 

 

7,344

 

 

 

1,671

 

 

 

13,302

 

 

 

 

 

 

237,186

 

Total Leases and other

 

 

181,160

 

 

 

16,408

 

 

 

8,588

 

 

 

8,713

 

 

 

7,344

 

 

 

2,885

 

 

 

13,302

 

 

 

 

 

 

238,400

 

Total loans

 

$

8,655,716

 

 

$

4,969,894

 

 

$

4,262,716

 

 

$

4,744,514

 

 

$

3,367,603

 

 

$

2,963,655

 

 

$

9,794,020

 

 

$

21,290

 

 

$

38,779,408

 

Summary of Amortized Cost Balance by Collateral Type and Risk Rating

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Equipment/Accounts Receivable/Inventory

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

896,316

 

 

$

2,765,221

 

 

$

1,765,479

 

 

$

863,551

 

 

$

817,668

 

 

$

746,156

 

 

$

5,567,354

 

 

$

36,429

 

 

$

13,458,174

 

Special Mention

 

 

 

 

 

3,542

 

 

 

34,684

 

 

 

9,158

 

 

 

1,950

 

 

 

5,344

 

 

 

87,796

 

 

 

495

 

 

 

142,969

 

Substandard

 

 

48,008

 

 

 

20,662

 

 

 

7,077

 

 

 

35,179

 

 

 

54,962

 

 

 

10,705

 

 

 

136,347

 

 

 

8,037

 

 

 

320,977

 

Doubtful

 

 

 

 

 

4,171

 

 

 

4,070

 

 

 

81

 

 

 

4

 

 

 

 

 

 

463

 

 

 

 

 

 

8,789

 

Total Equipment/Accounts Receivable/Inventory

 

$

944,324

 

 

$

2,793,596

 

 

$

1,811,310

 

 

$

907,969

 

 

$

874,584

 

 

$

762,205

 

 

$

5,791,960

 

 

$

44,961

 

 

$

13,930,909

 

Agriculture

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

5,737

 

 

$

25,070

 

 

$

20,673

 

 

$

23,022

 

 

$

6,439

 

 

$

4,912

 

 

$

384,267

 

 

$

60

 

 

$

470,180

 

Special Mention

 

 

383

 

 

 

1,413

 

 

 

 

 

 

160

 

 

 

44

 

 

 

52

 

 

 

4,287

 

 

 

 

 

 

6,339

 

Substandard

 

 

124

 

 

 

174

 

 

 

297

 

 

 

119

 

 

 

99

 

 

 

528

 

 

 

11,871

 

 

 

419

 

 

 

13,631

 

Doubtful

 

 

500

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

500

 

Total Agriculture

 

$

6,744

 

 

$

26,657

 

 

$

20,970

 

 

$

23,301

 

 

$

6,582

 

 

$

5,492

 

 

$

400,425

 

 

$

479

 

 

$

490,650

 

NDFIs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

39,118

 

 

$

190,605

 

 

$

274,405

 

 

$

357,842

 

 

$

57,247

 

 

$

27,160

 

 

$

1,642,072

 

 

$

 

 

$

2,588,449

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

32,686

 

 

 

 

 

 

32,686

 

Substandard

 

 

 

 

 

382

 

 

 

8,089

 

 

 

2,809

 

 

 

3,152

 

 

 

495

 

 

 

 

 

 

 

 

 

14,927

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total NDFIs

 

$

39,118

 

 

$

190,987

 

 

$

282,494

 

 

$

360,651

 

 

$

60,399

 

 

$

27,655

 

 

$

1,674,758

 

 

$

 

 

$

2,636,062

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Equipment/Accounts Receivable/Inventory

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

2,958,147

 

 

$

1,842,768

 

 

$

982,320

 

 

$

874,006

 

 

$

462,210

 

 

$

302,753

 

 

$

5,404,325

 

 

$

4,492

 

 

$

12,831,021

 

Special Mention

 

 

4,962

 

 

 

37,671

 

 

 

7,883

 

 

 

6,085

 

 

 

893

 

 

 

9,535

 

 

 

63,256

 

 

 

6,635

 

 

 

136,920

 

Substandard

 

 

21,647

 

 

 

17,207

 

 

 

49,292

 

 

 

49,139

 

 

 

8,090

 

 

 

9,473

 

 

 

168,348

 

 

 

1,059

 

 

 

324,255

 

Doubtful

 

 

4,273

 

 

 

4,121

 

 

 

100

 

 

 

 

 

 

 

 

 

 

 

 

513

 

 

 

 

 

 

9,007

 

Total Equipment/Accounts Receivable/Inventory

 

$

2,989,029

 

 

$

1,901,767

 

 

$

1,039,595

 

 

$

929,230

 

 

$

471,193

 

 

$

321,761

 

 

$

5,636,442

 

 

$

12,186

 

 

$

13,301,203

 

Agriculture

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

26,921

 

 

$

22,252

 

 

$

24,757

 

 

$

7,254

 

 

$

3,824

 

 

$

2,622

 

 

$

406,985

 

 

$

815

 

 

$

495,430

 

Special Mention

 

 

2,464

 

 

 

 

 

 

 

 

 

71

 

 

 

35

 

 

 

 

 

 

5,374

 

 

 

 

 

 

7,944

 

Substandard

 

 

1,000

 

 

 

333

 

 

 

223

 

 

 

502

 

 

 

 

 

 

558

 

 

 

14,370

 

 

 

 

 

 

16,986

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,443

 

 

 

1,443

 

Total Agriculture

 

$

30,385

 

 

$

22,585

 

 

$

24,980

 

 

$

7,827

 

 

$

3,859

 

 

$

3,180

 

 

$

426,729

 

 

$

2,258

 

 

$

521,803

 

NDFIs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

129,859

 

 

$

277,053

 

 

$

364,738

 

 

$

82,934

 

 

$

11,470

 

 

$

29,289

 

 

$

1,489,473

 

 

$

221

 

 

$

2,385,037

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

27,810

 

 

 

50

 

 

 

27,862

 

Substandard

 

 

533

 

 

 

9,023

 

 

 

3,399

 

 

 

3,502

 

 

 

664

 

 

 

117

 

 

 

 

 

 

 

 

 

17,238

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total NDFIs

 

$

130,392

 

 

$

286,076

 

 

$

368,137

 

 

$

86,436

 

 

$

12,136

 

 

$

29,406

 

 

$

1,517,283

 

 

$

271

 

 

$

2,430,137

 

The following table provides a summary of the amortized cost balance by risk rating for asset-based loans as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Asset-based lending

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

In-margin

 

$

646,027

 

 

$

518,237

 

Out-of-margin

 

 

 

 

 

 

Total

 

$

646,027

 

 

$

518,237

 

 

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

219,452

 

 

$

1,109,580

 

 

$

592,413

 

 

$

508,506

 

 

$

886,752

 

 

$

1,328,977

 

 

$

45,920

 

 

$

 

 

$

4,691,600

 

Special Mention

 

 

47,975

 

 

 

4,092

 

 

 

 

 

 

684

 

 

 

28,202

 

 

 

42,032

 

 

 

115

 

 

 

 

 

 

123,100

 

Substandard

 

 

5,085

 

 

 

17,027

 

 

 

2,519

 

 

 

44,176

 

 

 

23,049

 

 

 

25,509

 

 

 

250

 

 

 

 

 

 

117,615

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Owner-occupied

 

$

272,512

 

 

$

1,130,699

 

 

$

594,932

 

 

$

553,366

 

 

$

938,003

 

 

$

1,396,518

 

 

$

46,285

 

 

$

 

 

$

4,932,315

 

Non-owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

476,564

 

 

$

1,593,597

 

 

$

689,553

 

 

$

659,208

 

 

$

957,239

 

 

$

1,273,746

 

 

$

36,646

 

 

$

 

 

$

5,686,553

 

Special Mention

 

 

2,140

 

 

 

23,348

 

 

 

1,924

 

 

 

16,508

 

 

 

7,676

 

 

 

9,284

 

 

 

 

 

 

 

 

 

60,880

 

Substandard

 

 

8,110

 

 

 

12,055

 

 

 

1,986

 

 

 

7,002

 

 

 

29,415

 

 

 

27,116

 

 

 

4,962

 

 

 

 

 

 

90,646

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

Total Non-owner-occupied

 

$

486,814

 

 

$

1,629,000

 

 

$

693,463

 

 

$

682,722

 

 

$

994,330

 

 

$

1,310,146

 

 

$

41,608

 

 

$

 

 

$

5,838,083

 

Farmland

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

24,816

 

 

$

241,285

 

 

$

64,835

 

 

$

61,873

 

 

$

105,761

 

 

$

188,096

 

 

$

44,750

 

 

$

 

 

$

731,416

 

Special Mention

 

 

1,634

 

 

 

23,809

 

 

 

888

 

 

 

 

 

 

113

 

 

 

1,989

 

 

 

 

 

 

 

 

 

28,433

 

Substandard

 

 

719

 

 

 

9,009

 

 

 

6,293

 

 

 

19,740

 

 

 

14,410

 

 

 

39,975

 

 

 

1,063

 

 

 

 

 

 

91,209

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Farmland

 

$

27,169

 

 

$

274,103

 

 

$

72,016

 

 

$

81,613

 

 

$

120,284

 

 

$

230,060

 

 

$

45,813

 

 

$

 

 

$

851,058

 

5+ Multi-family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

175,875

 

 

$

205,422

 

 

$

194,405

 

 

$

113,380

 

 

$

498,243

 

 

$

515,373

 

 

$

10,198

 

 

$

 

 

$

1,712,896

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

38,068

 

 

 

2,178

 

 

 

7,973

 

 

 

 

 

 

 

 

 

48,219

 

Substandard

 

 

 

 

 

 

 

 

307

 

 

 

18,170

 

 

 

8,955

 

 

 

 

 

 

 

 

 

 

 

 

27,432

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 5+ Multi-family

 

$

175,875

 

 

$

205,422

 

 

$

194,712

 

 

$

169,618

 

 

$

509,376

 

 

$

523,346

 

 

$

10,198

 

 

$

 

 

$

1,788,547

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

27,446

 

 

$

52,853

 

 

$

1,578

 

 

$

 

 

$

518

 

 

$

 

 

$

3,574

 

 

$

 

 

$

85,969

 

Special Mention

 

 

 

 

 

947

 

 

 

458

 

 

 

239

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,644

 

Substandard

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 1-4 Family construction

 

$

27,446

 

 

$

53,800

 

 

$

2,036

 

 

$

239

 

 

$

518

 

 

$

 

 

$

3,574

 

 

$

 

 

$

87,613

 

General construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

288,830

 

 

$

893,824

 

 

$

774,737

 

 

$

588,032

 

 

$

345,428

 

 

$

28,037

 

 

$

96,254

 

 

$

37

 

 

$

3,015,179

 

Special Mention

 

 

 

 

 

14,574

 

 

 

2,910

 

 

 

 

 

 

18,916

 

 

 

1,882

 

 

 

 

 

 

 

 

 

38,282

 

Substandard

 

 

1,793

 

 

 

605

 

 

 

 

 

 

35,519

 

 

 

19,619

 

 

 

11,106

 

 

 

7,250

 

 

 

 

 

 

75,892

 

Doubtful

 

 

 

 

 

101

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

101

 

Total General construction

 

$

290,623

 

 

$

909,104

 

 

$

777,647

 

 

$

623,551

 

 

$

383,963

 

 

$

41,025

 

 

$

103,504

 

 

$

37

 

 

$

3,129,454

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

1,135,389

 

 

$

489,616

 

 

$

529,515

 

 

$

904,187

 

 

$

751,944

 

 

$

681,592

 

 

$

39,385

 

 

$

 

 

$

4,531,628

 

Special Mention

 

 

4,148

 

 

 

37,092

 

 

 

19,605

 

 

 

30,991

 

 

 

11,892

 

 

 

27,290

 

 

 

120

 

 

 

 

 

 

131,138

 

Substandard

 

 

11,538

 

 

 

3,053

 

 

 

50,058

 

 

 

20,207

 

 

 

11,542

 

 

 

15,893

 

 

 

 

 

 

 

 

 

112,291

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Owner-occupied

 

$

1,151,075

 

 

$

529,761

 

 

$

599,178

 

 

$

955,385

 

 

$

775,378

 

 

$

724,775

 

 

$

39,505

 

 

$

 

 

$

4,775,057

 

Non-owner-occupied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

1,619,478

 

 

$

652,107

 

 

$

827,493

 

 

$

974,293

 

 

$

749,272

 

 

$

716,905

 

 

$

36,134

 

 

$

1,054

 

 

$

5,576,736

 

Special Mention

 

 

23,339

 

 

 

1,950

 

 

 

 

 

 

19,994

 

 

 

745

 

 

 

12,307

 

 

 

 

 

 

 

 

 

58,335

 

Substandard

 

 

21,468

 

 

 

1,974

 

 

 

7,013

 

 

 

17,856

 

 

 

19,599

 

 

 

7,290

 

 

 

4,959

 

 

 

 

 

 

80,159

 

Doubtful

 

 

 

 

 

 

 

 

12,952

 

 

 

6,688

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19,640

 

Total Non-owner-occupied

 

$

1,664,285

 

 

$

656,031

 

 

$

847,458

 

 

$

1,018,831

 

 

$

769,616

 

 

$

736,502

 

 

$

41,093

 

 

$

1,054

 

 

$

5,734,870

 

Farmland

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

230,559

 

 

$

67,852

 

 

$

65,697

 

 

$

116,281

 

 

$

80,909

 

 

$

124,702

 

 

$

65,013

 

 

$

75

 

 

$

751,088

 

Special Mention

 

 

18,101

 

 

 

342

 

 

 

 

 

 

115

 

 

 

120

 

 

 

1,869

 

 

 

 

 

 

 

 

 

20,547

 

Substandard

 

 

10,136

 

 

 

6,348

 

 

 

20,117

 

 

 

14,613

 

 

 

2,584

 

 

 

36,747

 

 

 

1,390

 

 

 

 

 

 

91,935

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Farmland

 

$

258,796

 

 

$

74,542

 

 

$

85,814

 

 

$

131,009

 

 

$

83,613

 

 

$

163,318

 

 

$

66,403

 

 

$

75

 

 

$

863,570

 

5+ Multi-family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

329,902

 

 

$

179,107

 

 

$

157,535

 

 

$

543,003

 

 

$

426,213

 

 

$

96,282

 

 

$

10,441

 

 

$

 

 

$

1,742,483

 

Special Mention

 

 

 

 

 

 

 

 

238

 

 

 

2,891

 

 

 

8,447

 

 

 

193

 

 

 

 

 

 

 

 

 

11,769

 

Substandard

 

 

 

 

 

 

 

 

14,172

 

 

 

8,231

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22,403

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 5+ Multi-family

 

$

329,902

 

 

$

179,107

 

 

$

171,945

 

 

$

554,125

 

 

$

434,660

 

 

$

96,475

 

 

$

10,441

 

 

$

 

 

$

1,776,655

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

74,900

 

 

$

11,104

 

 

$

 

 

$

520

 

 

$

 

 

$

 

 

$

1,301

 

 

$

 

 

$

87,825

 

Special Mention

 

 

949

 

 

 

460

 

 

 

240

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,649

 

Substandard

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total 1-4 Family construction

 

$

75,849

 

 

$

11,564

 

 

$

240

 

 

$

520

 

 

$

 

 

$

 

 

$

1,301

 

 

$

 

 

$

89,474

 

General construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pass

 

$

1,078,840

 

 

$

865,015

 

 

$

684,507

 

 

$

333,717

 

 

$

23,062

 

 

$

14,951

 

 

$

25,085

 

 

$

 

 

$

3,025,177

 

Special Mention

 

 

14,579

 

 

 

3,100

 

 

 

128

 

 

 

18,919

 

 

 

1,903

 

 

 

29

 

 

 

 

 

 

 

 

 

38,658

 

Substandard

 

 

5,732

 

 

 

 

 

 

34,493

 

 

 

20,560

 

 

 

3,348

 

 

 

1,293

 

 

 

7,250

 

 

 

 

 

 

72,676

 

Doubtful

 

 

102

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

102

 

Total General construction

 

$

1,099,253

 

 

$

868,115

 

 

$

719,128

 

 

$

373,196

 

 

$

28,313

 

 

$

16,273

 

 

$

32,335

 

 

$

 

 

$

3,136,613

 

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

HELOC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

608

 

 

$

731

 

 

$

87

 

 

$

1,006

 

 

$

1,693

 

 

$

6,526

 

 

$

700,053

 

 

$

3,300

 

 

$

714,004

 

Non-performing

 

 

 

 

 

12

 

 

 

306

 

 

 

712

 

 

 

862

 

 

 

2,036

 

 

 

265

 

 

 

1,029

 

 

 

5,222

 

Total HELOC

 

$

608

 

 

$

743

 

 

$

393

 

 

$

1,718

 

 

$

2,555

 

 

$

8,562

 

 

$

700,318

 

 

$

4,329

 

 

$

719,226

 

First lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

164,306

 

 

$

601,150

 

 

$

340,836

 

 

$

342,779

 

 

$

601,532

 

 

$

1,504,128

 

 

$

6,914

 

 

$

90

 

 

$

3,561,735

 

Non-performing

 

 

108

 

 

 

1,539

 

 

 

538

 

 

 

5,087

 

 

 

6,857

 

 

 

9,843

 

 

 

 

 

 

 

 

 

23,972

 

Total First lien: 1-4 family

 

$

164,414

 

 

$

602,689

 

 

$

341,374

 

 

$

347,866

 

 

$

608,389

 

 

$

1,513,971

 

 

$

6,914

 

 

$

90

 

 

$

3,585,707

 

Junior lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

3,985

 

 

$

18,623

 

 

$

27,987

 

 

$

18,291

 

 

$

27,326

 

 

$

22,117

 

 

$

5,675

 

 

$

 

 

$

124,004

 

Non-performing

 

 

 

 

 

 

 

 

287

 

 

 

61

 

 

 

117

 

 

 

326

 

 

 

 

 

 

 

 

 

791

 

Total Junior lien: 1-4 family

 

$

3,985

 

 

$

18,623

 

 

$

28,274

 

 

$

18,352

 

 

$

27,443

 

 

$

22,443

 

 

$

5,675

 

 

$

 

 

$

124,795

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

HELOC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

2,736

 

 

$

87

 

 

$

407

 

 

$

1,343

 

 

$

324

 

 

$

5,979

 

 

$

697,853

 

 

$

4,358

 

 

$

713,087

 

Non-performing

 

 

12

 

 

 

312

 

 

 

349

 

 

 

732

 

 

 

253

 

 

 

1,805

 

 

 

650

 

 

 

973

 

 

 

5,086

 

Total HELOC

 

$

2,748

 

 

$

399

 

 

$

756

 

 

$

2,075

 

 

$

577

 

 

$

7,784

 

 

$

698,503

 

 

$

5,331

 

 

$

718,173

 

First lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

608,545

 

 

$

367,915

 

 

$

359,419

 

 

$

624,670

 

 

$

732,306

 

 

$

824,314

 

 

$

6,864

 

 

$

13

 

 

$

3,524,046

 

Non-performing

 

 

44,788

 

 

 

241

 

 

 

4,986

 

 

 

6,885

 

 

 

3,445

 

 

 

6,256

 

 

 

 

 

 

 

 

 

66,601

 

Total First lien: 1-4 family

 

$

653,333

 

 

$

368,156

 

 

$

364,405

 

 

$

631,555

 

 

$

735,751

 

 

$

830,570

 

 

$

6,864

 

 

$

13

 

 

$

3,590,647

 

Junior lien: 1-4 family

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

20,419

 

 

$

30,975

 

 

$

19,202

 

 

$

28,417

 

 

$

17,324

 

 

$

5,974

 

 

$

4,766

 

 

$

 

 

$

127,077

 

Non-performing

 

 

39

 

 

 

246

 

 

 

10

 

 

 

121

 

 

 

81

 

 

 

74

 

 

 

 

 

 

 

 

 

571

 

Total Junior lien: 1-4 family

 

$

20,458

 

 

$

31,221

 

 

$

19,212

 

 

$

28,538

 

 

$

17,405

 

 

$

6,048

 

 

$

4,766

 

 

$

 

 

$

127,648

 

The following tables provide a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2026

 

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Revolving line

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

 

 

$

1,485

 

 

$

34

 

 

$

22

 

 

$

47

 

 

$

593

 

 

$

147,104

 

 

$

2,732

 

 

$

152,017

 

Non-performing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

2

 

 

 

7

 

 

 

17

 

 

 

27

 

Total Revolving line

 

$

 

 

$

1,485

 

 

$

34

 

 

$

22

 

 

$

48

 

 

$

595

 

 

$

147,111

 

 

$

2,749

 

 

$

152,044

 

Auto

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

2,427

 

 

$

7,166

 

 

$

6,322

 

 

$

8,319

 

 

$

4,245

 

 

$

871

 

 

$

 

 

$

 

 

$

29,350

 

Non-performing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

38

 

 

 

5

 

 

 

 

 

 

 

 

 

43

 

Total Auto

 

$

2,427

 

 

$

7,166

 

 

$

6,322

 

 

$

8,319

 

 

$

4,283

 

 

$

876

 

 

$

 

 

$

 

 

$

29,393

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

3,150

 

 

$

10,709

 

 

$

9,872

 

 

$

3,037

 

 

$

5,613

 

 

$

1,770

 

 

$

20,327

 

 

$

 

 

$

54,478

 

Non-performing

 

 

 

 

 

3

 

 

 

19

 

 

 

 

 

 

19

 

 

 

26

 

 

 

 

 

 

 

 

 

67

 

Total Other

 

$

3,150

 

 

$

10,712

 

 

$

9,891

 

 

$

3,037

 

 

$

5,632

 

 

$

1,796

 

 

$

20,327

 

 

$

 

 

$

54,545

 

 

 

 

December 31, 2025

 

 

 

Amortized Cost Basis by Origination Year - Term Loans

 

 

 

 

 

 

 

 

 

 

Risk by Collateral

 

2025

 

 

2024

 

 

2023

 

 

2022

 

 

2021

 

 

Prior

 

 

Amortized Cost - Revolving Loans

 

 

Amortized Cost - Revolving Loans Converted to Term Loans

 

 

Total

 

Revolving line

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

1,485

 

 

$

34

 

 

$

23

 

 

$

47

 

 

$

24

 

 

$

525

 

 

$

159,834

 

 

$

99

 

 

$

162,071

 

Non-performing

 

 

 

 

 

 

 

 

 

 

 

2

 

 

 

 

 

 

1

 

 

 

620

 

 

 

3

 

 

 

626

 

Total Revolving line

 

$

1,485

 

 

$

34

 

 

$

23

 

 

$

49

 

 

$

24

 

 

$

526

 

 

$

160,454

 

 

$

102

 

 

$

162,697

 

Auto

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

8,179

 

 

$

7,292

 

 

$

9,725

 

 

$

5,290

 

 

$

1,109

 

 

$

248

 

 

$

 

 

$

 

 

$

31,843

 

Non-performing

 

 

 

 

 

 

 

 

18

 

 

 

17

 

 

 

9

 

 

 

 

 

 

 

 

 

 

 

 

44

 

Total Auto

 

$

8,179

 

 

$

7,292

 

 

$

9,743

 

 

$

5,307

 

 

$

1,118

 

 

$

248

 

 

$

 

 

$

 

 

$

31,887

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performing

 

$

12,905

 

 

$

11,161

 

 

$

3,514

 

 

$

5,893

 

 

$

849

 

 

$

1,245

 

 

$

8,567

 

 

$

 

 

$

44,134

 

Non-performing

 

 

2

 

 

 

36

 

 

 

 

 

 

24

 

 

 

4

 

 

 

27

 

 

 

 

 

 

 

 

 

93

 

Total Other

 

$

12,907

 

 

$

11,197

 

 

$

3,514

 

 

$

5,917

 

 

$

853

 

 

$

1,272

 

 

$

8,567

 

 

$

 

 

$

44,227

 

The following tables provide a summary of the amortized cost balance of consumer credit cards by risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Consumer

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

Transactor accounts

 

$

122,494

 

 

$

123,445

 

Revolver accounts (by credit score):

 

 

 

 

 

 

Less than 600

 

 

12,922

 

 

 

13,123

 

600-619

 

 

6,657

 

 

 

7,127

 

620-639

 

 

11,911

 

 

 

12,243

 

640-659

 

 

19,360

 

 

 

19,679

 

660-679

 

 

20,322

 

 

 

20,261

 

680-699

 

 

22,516

 

 

 

22,814

 

700-719

 

 

24,366

 

 

 

25,385

 

720-739

 

 

21,141

 

 

 

22,547

 

740-759

 

 

20,345

 

 

 

19,838

 

760-779

 

 

19,859

 

 

 

19,864

 

780-799

 

 

18,143

 

 

 

18,774

 

800-819

 

 

11,588

 

 

 

11,782

 

820-839

 

 

5,551

 

 

 

6,151

 

840+

 

 

1,244

 

 

 

1,213

 

Total

 

$

338,419

 

 

$

344,246

 

 

The following table provides a summary of the amortized cost balance of consumer credit cards considered significantly delinquent for a co-branded portfolio by delinquent cycles as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Consumer

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

61-90 Days

 

$

825

 

 

$

1,084

 

91-120 Days

 

 

813

 

 

 

848

 

121-150 Days

 

 

679

 

 

 

805

 

151-180 Days

 

 

657

 

 

 

766

 

Total

 

$

2,974

 

 

$

3,503

 

 

The following table provides a summary of the amortized cost balance of commercial credit cards by risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Commercial

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

Current

 

$

347,195

 

 

$

330,585

 

Past Due

 

 

29,243

 

 

 

22,399

 

Total

 

$

376,438

 

 

$

352,984

 

The following table provides a summary of the amortized cost balance by collateral type and risk rating as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Leases

 

 

Other

 

Risk

 

March 31, 2026

 

 

December 31, 2025

 

 

March 31, 2026

 

 

December 31, 2025

 

Pass

 

$

1,186

 

 

$

1,214

 

 

$

407,737

 

 

$

237,186

 

Special Mention

 

 

 

 

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

 

 

 

 

Total

 

$

1,186

 

 

$

1,214

 

 

$

407,737

 

 

$

237,186

 

Rollforward of Allowance for Credit/Loan Losses by Portfolio Segment

This table provides a rollforward of the allowance for credit losses by portfolio segment for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

 

Three Months Ended March 31, 2026

 

 

 

Commercial and industrial

 

 

Specialty lending

 

 

Commercial real estate

 

 

Consumer real estate

 

 

Consumer

 

 

Credit cards

 

 

Leases and other

 

 

Total - Loans

 

 

HTM

 

 

Total

 

Allowance for credit losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

240,324

 

 

$

 

 

$

151,060

 

 

$

6,938

 

 

$

1,387

 

 

$

18,042

 

 

$

1,727

 

 

$

419,478

 

 

$

1,684

 

 

$

421,162

 

Charge-offs

 

 

(3,349

)

 

 

 

 

 

(10,764

)

 

 

(513

)

 

 

(1,085

)

 

 

(5,876

)

 

 

 

 

 

(21,587

)

 

 

 

 

 

(21,587

)

Recoveries

 

 

1,090

 

 

 

 

 

 

3

 

 

 

19

 

 

 

299

 

 

 

1,227

 

 

 

20

 

 

 

2,658

 

 

 

 

 

 

2,658

 

Provision

 

 

14,604

 

 

 

 

 

 

6,136

 

 

 

(1,310

)

 

 

718

 

 

 

5,138

 

 

 

41

 

 

 

25,327

 

 

 

1,673

 

 

 

27,000

 

Ending balance - ACL

 

$

252,669

 

 

$

 

 

$

146,435

 

 

$

5,134

 

 

$

1,319

 

 

$

18,531

 

 

$

1,788

 

 

$

425,876

 

 

$

3,357

 

 

$

429,233

 

Allowance for credit losses on off-balance sheet credit exposures:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

2,886

 

 

$

 

 

$

2,548

 

 

$

154

 

 

$

91

 

 

$

 

 

$

27

 

 

$

5,706

 

 

$

15

 

 

$

5,721

 

Provision

 

 

979

 

 

 

 

 

 

(940

)

 

 

(38

)

 

 

(14

)

 

 

 

 

 

4

 

 

 

(9

)

 

 

9

 

 

 

 

Ending balance - ACL on off-balance sheet

 

$

3,865

 

 

$

 

 

$

1,608

 

 

$

116

 

 

$

77

 

 

$

 

 

$

31

 

 

$

5,697

 

 

$

24

 

 

$

5,721

 

 

 

Three Months Ended March 31, 2025

 

 

 

Commercial and industrial

 

 

Specialty lending

 

 

Commercial real estate

 

 

Consumer real estate

 

 

Consumer

 

 

Credit cards

 

 

Leases and other

 

 

Total - Loans

 

 

HTM

 

 

Total

 

Allowance for credit losses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

161,553

 

 

$

 

 

$

77,340

 

 

$

4,327

 

 

$

966

 

 

$

14,272

 

 

$

631

 

 

$

259,089

 

 

$

2,645

 

 

$

261,734

 

PCD allowance for credit loss at acquisition

 

 

35,143

 

 

 

 

 

 

26,764

 

 

 

206

 

 

 

13

 

 

 

 

 

 

 

 

 

62,126

 

 

 

 

 

 

62,126

 

Charge-offs

 

 

(25,996

)

 

 

 

 

 

(2,324

)

 

 

(1,229

)

 

 

(742

)

 

 

(6,676

)

 

 

 

 

 

(36,967

)

 

 

 

 

 

(36,967

)

Recoveries

 

 

69

 

 

 

 

 

 

 

 

 

16

 

 

 

119

 

 

 

891

 

 

 

 

 

 

1,095

 

 

 

 

 

 

1,095

 

Provision

 

 

21,986

 

 

 

 

 

 

47,565

 

 

 

1,478

 

 

 

1,132

 

 

 

11,508

 

 

 

(90

)

 

 

83,579

 

 

 

1,921

 

 

 

85,500

 

Ending balance - ACL

 

$

192,755

 

 

$

 

 

$

149,345

 

 

$

4,798

 

 

$

1,488

 

 

$

19,995

 

 

$

541

 

 

$

368,922

 

 

$

4,566

 

 

$

373,488

 

Allowance for credit losses on off-balance sheet credit exposures:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning balance

 

$

2,234

 

 

$

 

 

$

1,741

 

 

$

70

 

 

$

16

 

 

$

 

 

$

63

 

 

$

4,124

 

 

$

14

 

 

$

4,138

 

Initial allowance for credit loss at acquisition

 

 

2,166

 

 

 

 

 

 

1,192

 

 

 

63

 

 

 

41

 

 

 

 

 

 

114

 

 

 

3,576

 

 

 

7

 

 

 

3,583

 

Provision

 

 

1,135

 

 

 

 

 

 

(521

)

 

 

5

 

 

 

34

 

 

 

 

 

 

(142

)

 

 

511

 

 

 

(11

)

 

 

500

 

Ending balance - ACL on off-balance sheet

 

$

5,535

 

 

$

 

 

$

2,412

 

 

$

138

 

 

$

91

 

 

$

 

 

$

35

 

 

$

8,211

 

 

$

10

 

 

$

8,221

 

 

Summary of Amortized Cost Balance of Financial Assets Considered Collateral Dependent

The following tables provide the amortized cost balance of financial assets considered collateral dependent as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

Loan Segment and Type

 

Amortized Cost of Collateral Dependent Assets

 

 

Related Allowance for Credit Losses

 

 

Amortized Cost of Collateral Dependent Assets with no related Allowance

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

53,449

 

 

$

18,535

 

 

$

11,458

 

Agriculture

 

 

1,681

 

 

 

500

 

 

 

1,181

 

NDFIs

 

 

845

 

 

 

844

 

 

 

1

 

Total Commercial and industrial

 

 

55,975

 

 

 

19,879

 

 

 

12,640

 

Specialty lending:

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

 

 

 

 

 

 

 

Total Specialty lending

 

 

 

 

 

 

 

 

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

16,496

 

 

 

6,427

 

 

 

10,069

 

Non-owner-occupied

 

 

28,907

 

 

 

4,486

 

 

 

5,306

 

Farmland

 

 

3,655

 

 

 

 

 

 

3,655

 

5+ Multi-family

 

 

14,324

 

 

 

 

 

 

14,324

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

General construction

 

 

193

 

 

 

 

 

 

193

 

Total Commercial real estate

 

 

63,575

 

 

 

10,913

 

 

 

33,547

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

HELOC

 

 

5,421

 

 

 

 

 

 

5,421

 

First lien: 1-4 family

 

 

24,827

 

 

 

52

 

 

 

23,818

 

Junior lien: 1-4 family

 

 

855

 

 

 

 

 

 

855

 

Total Consumer real estate

 

 

31,103

 

 

 

52

 

 

 

30,094

 

Consumer:

 

 

 

 

 

 

 

 

 

Revolving line

 

 

34

 

 

 

 

 

 

34

 

Auto

 

 

45

 

 

 

 

 

 

45

 

Other

 

 

68

 

 

 

 

 

 

68

 

Total Consumer

 

 

147

 

 

 

 

 

 

147

 

Leases and other:

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

Total Leases and other

 

 

 

 

 

 

 

 

 

Total loans

 

$

150,800

 

 

$

30,844

 

 

$

76,428

 

 

 

 

December 31, 2025

 

Loan Segment and Type

 

Amortized Cost of Collateral Dependent Assets

 

 

Related Allowance for Credit Losses

 

 

Amortized Cost of Collateral Dependent Assets with no related Allowance

 

Commercial and industrial:

 

 

 

 

 

 

 

 

 

Equipment/Accounts Receivable/Inventory

 

$

23,594

 

 

$

10,741

 

 

$

9,274

 

Agriculture

 

 

2,186

 

 

 

687

 

 

 

743

 

NDFIs

 

 

853

 

 

 

 

 

 

853

 

Total Commercial and industrial

 

 

26,633

 

 

 

11,428

 

 

 

10,870

 

Specialty lending:

 

 

 

 

 

 

 

 

 

Asset-based lending

 

 

 

 

 

 

 

 

 

Total Specialty lending

 

 

 

 

 

 

 

 

 

Commercial real estate:

 

 

 

 

 

 

 

 

 

Owner-occupied

 

 

10,905

 

 

 

2,240

 

 

 

3,746

 

Non-owner-occupied

 

 

50,955

 

 

 

9,093

 

 

 

8,957

 

Farmland

 

 

3,389

 

 

 

 

 

 

3,389

 

5+ Multi-family

 

 

14,324

 

 

 

 

 

 

14,324

 

1-4 Family construction

 

 

 

 

 

 

 

 

 

General construction

 

 

7,408

 

 

 

161

 

 

 

5,700

 

Total Commercial real estate

 

 

86,981

 

 

 

11,494

 

 

 

36,116

 

Consumer real estate:

 

 

 

 

 

 

 

 

 

HELOC

 

 

5,319

 

 

 

 

 

 

5,319

 

First lien: 1-4 family

 

 

23,969

 

 

 

205

 

 

 

22,720

 

Junior lien: 1-4 family

 

 

622

 

 

 

 

 

 

622

 

Total Consumer real estate

 

 

29,910

 

 

 

205

 

 

 

28,661

 

Consumer:

 

 

 

 

 

 

 

 

 

Revolving line

 

 

633

 

 

 

 

 

 

633

 

Auto

 

 

47

 

 

 

 

 

 

47

 

Other

 

 

97

 

 

 

 

 

 

97

 

Total Consumer

 

 

777

 

 

 

 

 

 

777

 

Leases and other:

 

 

 

 

 

 

 

 

 

Leases

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

Total Leases and other

 

 

 

 

 

 

 

 

 

Total loans

 

$

144,301

 

 

$

23,127

 

 

$

76,424

 

v3.26.1
Securities (Tables)
3 Months Ended
Mar. 31, 2026
Securities Available for Sale

This table provides detailed information about securities available for sale at March 31, 2026 and December 31, 2025 (in thousands):

March 31, 2026

 

Amortized
Cost

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Fair
Value

 

U.S. Treasury

 

$

2,252,751

 

 

$

8,082

 

 

$

(3,120

)

 

$

2,257,713

 

U.S. Agencies

 

 

49,834

 

 

 

200

 

 

 

(66

)

 

 

49,968

 

Mortgage-backed

 

 

8,589,349

 

 

 

42,549

 

 

 

(344,025

)

 

 

8,287,873

 

State and political subdivisions

 

 

2,448,080

 

 

 

17,379

 

 

 

(94,003

)

 

 

2,371,456

 

Corporates

 

 

142,631

 

 

 

267

 

 

 

(3,217

)

 

 

139,681

 

Collateralized loan obligations

 

 

554,875

 

 

 

151

 

 

 

(831

)

 

 

554,195

 

Total

 

$

14,037,520

 

 

$

68,628

 

 

$

(445,262

)

 

$

13,660,886

 

December 31, 2025

 

Amortized
Cost

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Fair
Value

 

U.S. Treasury

 

$

2,301,248

 

 

$

20,008

 

 

$

(441

)

 

$

2,320,815

 

U.S. Agencies

 

 

62,069

 

 

 

401

 

 

 

(100

)

 

 

62,370

 

Mortgage-backed

 

 

8,427,197

 

 

 

71,827

 

 

 

(331,151

)

 

 

8,167,873

 

State and political subdivisions

 

 

2,494,537

 

 

 

24,898

 

 

 

(72,847

)

 

 

2,446,588

 

Corporates

 

 

180,854

 

 

 

349

 

 

 

(4,088

)

 

 

177,115

 

Collateralized loan obligations

 

 

533,995

 

 

 

504

 

 

 

(119

)

 

 

534,380

 

Total

 

$

13,999,900

 

 

$

117,987

 

 

$

(408,746

)

 

$

13,709,141

 

Schedule of Sales of Securities Available for Sale

The following table presents the sales of securities available for sale for the three months ended March 31, 2026 and 2025 (in thousands):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Proceeds from sales

 

$

51,771

 

 

$

611,423

 

Gross realized gains

 

 

403

 

 

 

390

 

Gross realized losses

 

 

 

 

 

 

Gross Unrealized Losses and Fair Value of Investment Securities Available for Sale

The following table shows the Company’s available-for-sale investments’ gross unrealized losses and fair value, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position, at March 31, 2026 and December 31, 2025 (in thousands):

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

March 31, 2026

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

Description of Securities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

 

77

 

 

$

594,413

 

 

$

(2,942

)

 

 

1

 

 

$

14,815

 

 

$

(178

)

 

 

78

 

 

$

609,228

 

 

$

(3,120

)

U.S. Agencies

 

 

1

 

 

 

7,569

 

 

 

(66

)

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

7,569

 

 

 

(66

)

Mortgage-backed

 

 

212

 

 

 

1,987,192

 

 

 

(18,766

)

 

 

798

 

 

 

2,696,163

 

 

 

(325,259

)

 

 

1,010

 

 

 

4,683,355

 

 

 

(344,025

)

State and political subdivisions

 

 

474

 

 

 

631,510

 

 

 

(14,306

)

 

 

837

 

 

 

806,914

 

 

 

(79,697

)

 

 

1,311

 

 

 

1,438,424

 

 

 

(94,003

)

Corporates

 

 

 

 

 

 

 

 

 

 

 

89

 

 

 

120,650

 

 

 

(3,217

)

 

 

89

 

 

 

120,650

 

 

 

(3,217

)

Collateralized loan obligations

 

 

32

 

 

 

317,287

 

 

 

(788

)

 

 

2

 

 

 

12,963

 

 

 

(43

)

 

 

34

 

 

 

330,250

 

 

 

(831

)

Total

 

 

796

 

 

$

3,537,971

 

 

$

(36,868

)

 

 

1,727

 

 

$

3,651,505

 

 

$

(408,394

)

 

 

2,523

 

 

$

7,189,476

 

 

$

(445,262

)

 

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

December 31, 2025

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

Description of Securities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

 

8

 

 

$

72,013

 

 

$

(88

)

 

 

2

 

 

$

30,234

 

 

$

(353

)

 

 

10

 

 

$

102,247

 

 

$

(441

)

U.S. Agencies

 

 

1

 

 

 

7,855

 

 

 

(100

)

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

7,855

 

 

 

(100

)

Mortgage-backed

 

 

82

 

 

 

757,160

 

 

 

(5,682

)

 

 

817

 

 

 

2,871,729

 

 

 

(325,469

)

 

 

899

 

 

 

3,628,889

 

 

 

(331,151

)

State and political subdivisions

 

 

152

 

 

 

515,364

 

 

 

(11,181

)

 

 

1,142

 

 

 

809,113

 

 

 

(61,666

)

 

 

1,294

 

 

 

1,324,477

 

 

 

(72,847

)

Corporates

 

 

1

 

 

 

2,990

 

 

 

(10

)

 

 

134

 

 

 

164,108

 

 

 

(4,078

)

 

 

135

 

 

 

167,098

 

 

 

(4,088

)

Collateralized loan obligations

 

 

20

 

 

 

164,531

 

 

 

(112

)

 

 

1

 

 

 

2,999

 

 

 

(7

)

 

 

21

 

 

 

167,530

 

 

 

(119

)

Total

 

 

264

 

 

$

1,519,913

 

 

$

(17,173

)

 

 

2,096

 

 

$

3,878,183

 

 

$

(391,573

)

 

 

2,360

 

 

$

5,398,096

 

 

$

(408,746

)

Gross Unrealized Losses and Fair Value of Investment Securities Held to Maturity

The following table shows the Company’s held-to-maturity investments’ gross unrealized losses and fair value, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position, at March 31, 2026 and December 31, 2025, respectively (in thousands):

 

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

March 31, 2026

 

Count

 

 

Fair Value

 

 

Unrealized Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized Losses

 

U.S. Treasury

 

 

7

 

 

$

37,958

 

 

$

(298

)

 

 

 

 

$

 

 

$

 

 

 

7

 

 

$

37,958

 

 

$

(298

)

Mortgage-backed

 

 

14

 

 

 

172,121

 

 

 

(1,682

)

 

 

262

 

 

 

1,951,706

 

 

 

(306,012

)

 

 

276

 

 

 

2,123,827

 

 

 

(307,694

)

State and political subdivisions

 

 

260

 

 

 

949,911

 

 

 

(55,117

)

 

 

1,353

 

 

 

1,493,930

 

 

 

(180,571

)

 

 

1,613

 

 

 

2,443,841

 

 

 

(235,688

)

Total

 

 

281

 

 

$

1,159,990

 

 

$

(57,097

)

 

 

1,615

 

 

$

3,445,636

 

 

$

(486,583

)

 

 

1,896

 

 

$

4,605,626

 

 

$

(543,680

)

 

 

 

Less than 12 months

 

 

12 months or more

 

 

Total

 

December 31, 2025

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

 

Count

 

 

Fair Value

 

 

Unrealized
Losses

 

U.S. Treasury

 

 

3

 

 

$

15,913

 

 

$

(37

)

 

 

 

 

$

 

 

$

 

 

 

3

 

 

$

15,913

 

 

$

(37

)

Mortgage-backed

 

 

10

 

 

 

147,066

 

 

 

(918

)

 

 

262

 

 

 

1,998,984

 

 

 

(304,122

)

 

 

272

 

 

 

2,146,050

 

 

 

(305,040

)

State and political subdivisions

 

 

146

 

 

 

687,180

 

 

 

(41,122

)

 

 

1,354

 

 

 

1,480,709

 

 

 

(154,638

)

 

 

1,500

 

 

 

2,167,889

 

 

 

(195,760

)

Total

 

 

159

 

 

$

850,159

 

 

$

(42,077

)

 

 

1,616

 

 

$

3,479,693

 

 

$

(458,760

)

 

 

1,775

 

 

$

4,329,852

 

 

$

(500,837

)

 

Schedule of Amortized Cost Basis by Credit Rating of Held to Maturity Investment

The following tables show the amortized cost basis by credit rating of the Company’s held-to-maturity State and political subdivisions bond investments at March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Amortized Cost Basis by Credit Rating - HTM Debt Securities

 

March 31, 2026

 

AAA

 

 

AA

 

 

A

 

 

BBB

 

 

BB

 

 

B

 

 

CCC-C

 

 

Total

 

State and political subdivisions:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Competitive

 

$

47,376

 

 

$

51,712

 

 

$

372,892

 

 

$

804,924

 

 

$

30,295

 

 

$

23,100

 

 

$

13,604

 

 

$

1,343,903

 

Utilities

 

 

827,336

 

 

 

902,260

 

 

 

110,407

 

 

 

15,316

 

 

 

2,456

 

 

 

 

 

 

 

 

 

1,857,775

 

Total state and political subdivisions

 

$

874,712

 

 

$

953,972

 

 

$

483,299

 

 

$

820,240

 

 

$

32,751

 

 

$

23,100

 

 

$

13,604

 

 

$

3,201,678

 

 

 

 

Amortized Cost Basis by Credit Rating - HTM Debt Securities

 

December 31, 2025

 

AAA

 

 

AA

 

 

A

 

 

BBB

 

 

BB

 

 

B

 

 

CCC-C

 

 

Total

 

State and political subdivisions:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Competitive

 

$

46,933

 

 

$

51,390

 

 

$

379,973

 

 

$

812,061

 

 

$

34,105

 

 

$

23,326

 

 

$

14,424

 

 

$

1,362,212

 

Utilities

 

 

899,088

 

 

 

777,880

 

 

 

114,845

 

 

 

15,824

 

 

 

2,458

 

 

 

 

 

 

 

 

 

1,810,095

 

Total state and political subdivisions

 

$

946,021

 

 

$

829,270

 

 

$

494,818

 

 

$

827,885

 

 

$

36,563

 

 

$

23,326

 

 

$

14,424

 

 

$

3,172,307

 

Schedule of Aging of Past due Held to Maturity Securities

The following table presents the aging of past due held-to-maturity securities at March 31, 2026 (in thousands):

 

March 31, 2026

 

30-89
Days Past
Due and
Accruing

 

 

Greater than
90 Days Past
Due and
Accruing

 

 

Non-
Accrual

 

 

Total
Past Due

 

 

Current

 

 

Total

 

State and political subdivisions:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Competitive

 

$

131

 

 

$

16,470

 

 

$

 

 

$

16,601

 

 

$

1,327,302

 

 

$

1,343,903

 

Utilities

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,857,775

 

 

 

1,857,775

 

Total state and political subdivisions

 

$

131

 

 

$

16,470

 

 

$

 

 

$

16,601

 

 

$

3,185,077

 

 

$

3,201,678

 

Schedule of Changes in Equity Securities Without Readily Determinable Fair Values

The table below presents the changes in equity securities without readily determinable fair values for the three months ended March 31, 2026 and 2025 (in thousands):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Beginning balance

 

$

524,112

 

 

$

416,750

 

Acquisition of HTLF

 

 

 

 

 

121,769

 

Purchases of securities

 

 

33,664

 

 

 

24,003

 

Observable upward price adjustments

 

 

3,568

 

 

 

1,022

 

Observable downward price adjustments

 

 

(636

)

 

 

(6,273

)

Sales of securities and other activity

 

 

(25,382

)

 

 

(17,341

)

Ending balance

 

$

535,326

 

 

$

539,930

 

Schedule of Other Securities

The table below provides detailed information for Other securities at March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

March 31, 2026

 

 

December 31, 2025

 

FRB and FHLB stock

 

$

137,660

 

 

$

137,498

 

Equity securities with readily determinable fair values

 

 

12,604

 

 

 

14,690

 

Equity securities without readily determinable fair values

 

 

535,326

 

 

 

524,112

 

Total

 

$

685,590

 

 

$

676,300

 

Schedule of Components of Investment Securities Gains (Losses), Net

The following table presents the components of Investment securities gains (losses), net for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Investment securities gains (losses), net

 

 

 

 

 

 

Available-for-sale debt securities:

 

 

 

 

 

 

Gains realized on sales

 

$

403

 

 

$

390

 

Equity securities with readily determinable fair values:

 

 

 

 

 

 

Fair value adjustments, net

 

 

(287

)

 

 

144

 

Equity securities without readily determinable fair values:

 

 

 

 

 

 

Fair value adjustments, net

 

 

315

 

 

 

(5,243

)

Sales

 

 

2,615

 

 

 

(73

)

Total investment securities gains (losses), net

 

$

3,046

 

 

$

(4,782

)

Available-for-sale Securities [Member]  
Contractual Maturity Information

The following table presents contractual maturity information for securities available for sale at March 31, 2026 (in thousands):

 

 

Amortized

 

 

Fair

 

 

 

Cost

 

 

Value

 

Due in 1 year or less

 

$

776,270

 

 

$

777,228

 

Due after 1 year through 5 years

 

 

2,284,188

 

 

 

2,279,354

 

Due after 5 years through 10 years

 

 

599,727

 

 

 

589,950

 

Due after 10 years

 

 

1,787,986

 

 

 

1,726,481

 

Total

 

 

5,448,171

 

 

 

5,373,013

 

Mortgage-backed securities

 

 

8,589,349

 

 

 

8,287,873

 

Total securities available for sale

 

$

14,037,520

 

 

$

13,660,886

 

Held-to-maturity Securities [Member]  
Contractual Maturity Information

The following table provides detailed information about securities held to maturity at March 31, 2026 and December 31, 2025, respectively (in thousands):

March 31, 2026

 

Amortized Cost

 

 

Gross Unrealized Gains

 

 

Gross Unrealized Losses

 

 

Fair Value

 

 

Allowance for Credit Losses

 

 

Net Carrying Amount

 

U.S. Treasury

 

$

38,256

 

 

$

 

 

$

(298

)

 

$

37,958

 

 

$

 

 

$

38,256

 

Mortgage-backed

 

 

2,463,304

 

 

 

87

 

 

 

(307,694

)

 

 

2,155,697

 

 

 

 

 

 

2,463,304

 

State and political subdivisions

 

 

3,201,678

 

 

 

12,919

 

 

 

(235,688

)

 

 

2,978,909

 

 

 

(3,357

)

 

 

3,198,321

 

Total

 

$

5,703,238

 

 

$

13,006

 

 

$

(543,680

)

 

$

5,172,564

 

 

$

(3,357

)

 

$

5,699,881

 

December 31, 2025

 

Amortized Cost

 

 

Gross Unrealized Gains

 

 

Gross Unrealized Losses

 

 

Fair Value

 

 

Allowance for Credit Losses

 

 

Net Carrying Amount

 

U.S. Treasury

 

$

38,253

 

 

$

27

 

 

$

(37

)

 

$

38,243

 

 

$

 

 

$

38,253

 

Mortgage-backed

 

 

2,513,667

 

 

 

335

 

 

 

(305,040

)

 

 

2,208,962

 

 

 

 

 

 

2,513,667

 

State and political subdivisions

 

 

3,172,307

 

 

 

26,713

 

 

 

(195,760

)

 

 

3,003,260

 

 

 

(1,684

)

 

 

3,170,623

 

Total

 

$

5,724,227

 

 

$

27,075

 

 

$

(500,837

)

 

$

5,250,465

 

 

$

(1,684

)

 

$

5,722,543

 

The following table presents contractual maturity information for securities held to maturity at March 31, 2026 (in thousands):

 

 

 

Amortized

 

 

Fair

 

 

 

Cost

 

 

Value

 

Due in 1 year or less

 

$

124,608

 

 

$

124,506

 

Due after 1 year through 5 years

 

 

420,999

 

 

 

410,094

 

Due after 5 years through 10 years

 

 

862,412

 

 

 

823,822

 

Due after 10 years

 

 

1,831,915

 

 

 

1,658,445

 

Total

 

 

3,239,934

 

 

 

3,016,867

 

Mortgage-backed securities

 

 

2,463,304

 

 

 

2,155,697

 

Total securities held to maturity

 

$

5,703,238

 

 

$

5,172,564

 

v3.26.1
Goodwill and Other Intangibles (Tables)
3 Months Ended
Mar. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Changes in Carrying Amount of Goodwill

Changes in the carrying amount of goodwill for the periods ended March 31, 2026 and December 31, 2025 by reportable segment are as follows (in thousands):

 

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Total

 

Balances as of January 1, 2026

 

$

1,042,577

 

 

$

76,492

 

 

$

720,756

 

 

$

1,839,825

 

Acquisition of HTLF

 

 

(1,339

)

 

 

 

 

 

(892

)

 

 

(2,231

)

Balances as of March 31, 2026

 

$

1,041,238

 

 

$

76,492

 

 

$

719,864

 

 

$

1,837,594

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Balances as of January 1, 2025

 

$

63,113

 

 

$

76,492

 

 

$

67,780

 

 

$

207,385

 

Acquisition of HTLF

 

 

979,464

 

 

 

 

 

 

652,976

 

 

 

1,632,440

 

Balances as of December 31, 2025

 

$

1,042,577

 

 

$

76,492

 

 

$

720,756

 

 

$

1,839,825

 

Changes in Intangible Assets

The following table lists the finite-lived intangible assets that continue to be subject to amortization as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

As of March 31, 2026

 

 

 

Core Deposit Intangible Assets

 

 

Customer Relationships

 

 

Total

 

Gross carrying amount

 

$

481,294

 

 

$

124,085

 

 

$

605,379

 

Accumulated amortization

 

 

101,011

 

 

 

40,959

 

 

 

141,970

 

Net carrying amount

 

$

380,283

 

 

$

83,126

 

 

$

463,409

 

 

 

As of December 31, 2025

 

 

 

Core Deposit Intangible Assets

 

 

Customer Relationships

 

 

Total

 

Gross carrying amount

 

$

481,294

 

 

$

124,085

 

 

$

605,379

 

Accumulated amortization

 

 

81,203

 

 

 

37,307

 

 

 

118,510

 

Net carrying amount

 

$

400,091

 

 

$

86,778

 

 

$

486,869

 

Aggregate Amortization Expense Recognized

The following table has the aggregate amortization expense recognized in each period (in thousands):

 

 

Three Months Ended March 31,

 

 

 

2026

 

 

2025

 

Aggregate amortization expense

 

$

23,460

 

 

$

17,482

 

Estimated Amortization Expense of Intangible Assets

The following table discloses the estimated amortization expense of intangible assets in future periods (in thousands):

For the nine months ending December 31, 2026

 

$

69,660

 

For the year ending December 31, 2027

 

 

82,528

 

For the year ending December 31, 2028

 

 

70,461

 

For the year ending December 31, 2029

 

 

61,515

 

For the year ending December 31, 2030

 

 

52,901

 

v3.26.1
Borrowed Funds (Tables)
3 Months Ended
Mar. 31, 2026
Components of Borrowed Funds

The components of the Company’s borrowed funds are as follows (in thousands):

 

 

 

March 31, 2026

 

 

December 31, 2025

 

Long-term debt:

 

 

 

 

 

 

Trust preferred securities

 

$

221,176

 

 

$

220,034

 

Subordinated notes 6.25%, net of issuance costs

 

 

109,361

 

 

 

109,255

 

Subordinated notes 2.75%

 

 

146,627

 

 

 

144,940

 

Total long-term debt

 

 

477,164

 

 

 

474,229

 

Total borrowed funds

 

$

477,164

 

 

$

474,229

 

 

Trust Preferred Securities [Member]  
Components of Borrowed Funds

The following table presents details of outstanding trust preferred securities as of March 31, 2026 (in thousands):

 

 

 

Amount Outstanding

 

 

Issuance Date

 

Interest Rate

 

Interest Rate as of March 31, 2026

 

 

Maturity Date

Marquette Capital Trust I

 

$

19,410

 

 

12/28/2005

 

1.33% over 3-month term SOFR

 

 

5.26

%

 

1/7/2036

Marquette Capital Trust II

 

 

19,876

 

 

12/28/2005

 

1.33% over 3-month term SOFR

 

 

5.26

 

 

1/7/2036

Marquette Capital Trust III

 

 

7,803

 

 

5/30/2006

 

1.50% over 3-month term SOFR

 

 

5.45

 

 

6/23/2036

Marquette Capital Trust IV

 

 

31,468

 

 

6/30/2006

 

1.60% over 3-month term SOFR

 

 

5.54

 

 

9/15/2036

Heartland Financial Statutory Trust IV

 

 

9,709

 

 

3/17/2004

 

2.75% over 3-month term SOFR

 

 

6.69

 

 

3/17/2034

Heartland Financial Statutory Trust V

 

 

17,596

 

 

1/27/2006

 

1.33% over 3-month term SOFR

 

 

5.26

 

 

4/7/2036

Heartland Financial Statutory Trust VI

 

 

17,048

 

 

6/21/2007

 

1.48% over 3-month term SOFR

 

 

5.42

 

 

9/15/2037

Heartland Financial Statutory Trust VII

 

 

14,917

 

 

6/26/2007

 

1.48% over 3-month term SOFR

 

 

5.41

 

 

9/1/2037

Morrill Statutory Trust I

 

 

10,012

 

 

12/19/2002

 

3.25% over 3-month term SOFR

 

 

7.22

 

 

12/26/2032

Morrill Statutory Trust II

 

 

9,774

 

 

12/17/2003

 

2.85% over 3-month term SOFR

 

 

6.79

 

 

12/17/2033

Sheboygan Statutory Trust I

 

 

7,378

 

 

9/17/2003

 

2.95% over 3-month term SOFR

 

 

6.89

 

 

9/17/2033

CBNM Capital Trust I

 

 

4,866

 

 

9/10/2004

 

3.25% over 3-month term SOFR

 

 

7.19

 

 

12/15/2034

Citywide Capital Trust III

 

 

6,829

 

 

12/19/2003

 

2.80% over 3-month term SOFR

 

 

6.73

 

 

12/19/2033

Citywide Capital Trust IV

 

 

4,721

 

 

9/30/2004

 

2.20% over 3-month term SOFR

 

 

6.13

 

 

9/30/2034

Citywide Capital Trust V

 

 

13,200

 

 

5/31/2006

 

1.54% over 3-month term SOFR

 

 

5.48

 

 

7/25/2036

OCGI Statutory Trust III

 

 

3,030

 

 

6/27/2002

 

3.65% over 3-month term SOFR

 

 

7.58

 

 

9/30/2032

OCGI Statutory Trust IV

 

 

5,693

 

 

9/23/2004

 

2.50% over 3-month term SOFR

 

 

6.44

 

 

12/15/2034

BVBC Capital Trust II

 

 

7,477

 

 

4/10/2003

 

3.25% over 3-month term SOFR

 

 

7.18

 

 

4/24/2033

BVBC Capital Trust III

 

 

10,369

 

 

7/29/2005

 

1.60% over 3-month term SOFR

 

 

5.56

 

 

9/30/2035

Total trust preferred securities

 

$

221,176

 

 

 

 

 

 

 

 

 

 

Repurchase Agreements  
Remaining Contractual Maturities Of Repurchase Agreements

The table below presents the remaining contractual maturities of repurchase agreements outstanding at March 31, 2026 and December 31, 2025, in addition to the various types of marketable securities that have been pledged as collateral for these borrowings (in thousands):

 

 

 

As of March 31, 2026

 

 

 

Remaining Contractual Maturities of the Agreements

 

 

 

Overnight

 

 

30-90 Days

 

 

Over 90 Days

 

 

Total

 

Repurchase agreements, secured by:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

1,152,251

 

 

$

 

 

$

 

 

$

1,152,251

 

U.S. Agencies

 

 

1,594,690

 

 

 

761,715

 

 

 

3,000

 

 

 

2,359,405

 

Total repurchase agreements

 

$

2,746,941

 

 

$

761,715

 

 

$

3,000

 

 

$

3,511,656

 

 

 

 

As of December 31, 2025

 

 

 

Remaining Contractual Maturities of the Agreements

 

 

 

2-29 Days

 

 

30-90 Days

 

 

Over 90 Days

 

 

Total

 

Repurchase agreements, secured by:

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

1,355,233

 

 

$

 

 

$

 

 

$

1,355,233

 

U.S. Agencies

 

 

1,177,072

 

 

 

759,500

 

 

 

1,000

 

 

 

1,937,572

 

Total repurchase agreements

 

$

2,532,305

 

 

$

759,500

 

 

$

1,000

 

 

$

3,292,805

 

v3.26.1
Business Segment Reporting (Tables)
3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Schedule of Business Segment Financial Results

Business Segment financial results for the three months ended March 31, 2026 and March 31, 2025 were as follows (in thousands):

 

 

 

Three Months Ended March 31, 2026

 

 

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Total

 

Net interest income

 

$

365,342

 

 

$

77,287

 

 

$

91,737

 

 

$

534,366

 

Provision for credit losses

 

 

23,777

 

 

 

497

 

 

 

2,726

 

 

 

27,000

 

Noninterest income

 

 

46,289

 

 

 

121,829

 

 

 

36,675

 

 

 

204,793

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Salaries and employee benefits

 

 

56,426

 

 

 

50,637

 

 

 

39,924

 

 

 

146,987

 

Processing fees

 

 

4,028

 

 

 

10,670

 

 

 

4,382

 

 

 

19,080

 

Bankcard

 

 

2,848

 

 

 

6,512

 

 

 

2,510

 

 

 

11,870

 

Amortization of other intangible assets

 

 

 

 

 

1,972

 

 

 

75

 

 

 

2,047

 

Allocated technology, service, overhead

 

 

85,636

 

 

 

33,876

 

 

 

44,404

 

 

 

163,916

 

Other segment items*

 

 

16,514

 

 

 

9,264

 

 

 

11,205

 

 

 

36,983

 

Noninterest expense

 

 

165,452

 

 

 

112,931

 

 

 

102,500

 

 

 

380,883

 

Income before taxes

 

 

222,402

 

 

 

85,688

 

 

 

23,186

 

 

 

331,276

 

Income tax expense

 

 

46,886

 

 

 

18,064

 

 

 

4,888

 

 

 

69,838

 

Net income

 

$

175,516

 

 

$

67,624

 

 

$

18,298

 

 

$

261,438

 

Average assets

 

$

34,938,000

 

 

$

21,498,000

 

 

$

13,992,000

 

 

$

70,428,000

 

*Other segment items include occupancy, equipment, supplies and services, marketing and business development costs, legal and consulting, and regulatory fees.

 

 

 

Three Months Ended March 31, 2025

 

 

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Total

 

Net interest income

 

$

273,916

 

 

$

61,159

 

 

$

62,564

 

 

$

397,639

 

Provision for credit losses

 

 

66,751

 

 

 

435

 

 

 

18,814

 

 

 

86,000

 

Noninterest income

 

 

37,218

 

 

 

103,797

 

 

 

25,183

 

 

 

166,198

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Salaries and employee benefits

 

 

53,586

 

 

 

47,186

 

 

 

35,999

 

 

 

136,771

 

Processing fees

 

 

3,664

 

 

 

10,649

 

 

 

4,443

 

 

 

18,756

 

Bankcard

 

 

3,173

 

 

 

6,037

 

 

 

3,585

 

 

 

12,795

 

Amortization of other intangible assets

 

 

 

 

 

1,786

 

 

 

103

 

 

 

1,889

 

Allocated technology, service, overhead

 

 

101,125

 

 

 

32,245

 

 

 

52,464

 

 

 

185,834

 

Other segment items*

 

 

11,463

 

 

 

9,365

 

 

 

7,914

 

 

 

28,742

 

Noninterest expense

 

 

173,011

 

 

 

107,268

 

 

 

104,508

 

 

 

384,787

 

Income (loss) before taxes

 

 

71,372

 

 

 

57,253

 

 

 

(35,575

)

 

 

93,050

 

Income tax expense (benefit)

 

 

8,987

 

 

 

7,210

 

 

 

(4,480

)

 

 

11,717

 

Net income (loss)

 

$

62,385

 

 

$

50,043

 

 

$

(31,095

)

 

$

81,333

 

Average assets

 

$

30,029,000

 

 

$

18,324,000

 

 

$

11,624,000

 

 

$

59,977,000

 

 

 

v3.26.1
Revenue Recognition (Tables)
3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Summary of Disaggregation of Revenue According to Revenue Stream and Business Segment

The following tables depict the disaggregation of revenue according to revenue stream and Business Segment for the three months ended March 31, 2026 and March 31, 2025. As stated in Note 8, “Business Segment Reporting,” for comparability purposes, amounts in all periods are based on methodologies in effect at March 31, 2026 and previously reported results have been reclassified in this Form 10-Q to conform to the Company’s current organizational structure.

Disaggregated revenue is as follows (in thousands):

 

 

 

Three Months Ended March 31, 2026

 

NONINTEREST INCOME

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Revenue (Expense) out of Scope of ASC 606

 

 

Total

 

Trust and securities processing

 

$

761

 

 

$

73,325

 

 

$

20,581

 

 

$

 

 

$

94,667

 

Trading and investment banking

 

 

 

 

 

122

 

 

 

 

 

 

7,618

 

 

 

7,740

 

Service charges on deposit accounts

 

 

16,144

 

 

 

10,857

 

 

 

2,441

 

 

 

32

 

 

 

29,474

 

Insurance fees and commissions

 

 

 

 

 

 

 

 

255

 

 

 

 

 

 

255

 

Brokerage fees

 

 

87

 

 

 

18,365

 

 

 

2,637

 

 

 

 

 

 

21,089

 

Bankcard fees

 

 

26,086

 

 

 

7,894

 

 

 

7,071

 

 

 

(12,173

)

 

 

28,878

 

Investment securities gains, net

 

 

 

 

 

 

 

 

 

 

 

3,046

 

 

 

3,046

 

Other

 

 

1,164

 

 

 

738

 

 

 

842

 

 

 

16,900

 

 

 

19,644

 

Total Noninterest income

 

$

44,242

 

 

$

111,301

 

 

$

33,827

 

 

$

15,423

 

 

$

204,793

 

 

 

 

 

Three Months Ended March 31, 2025

 

NONINTEREST INCOME

 

Commercial Banking

 

 

Institutional Banking

 

 

Personal Banking

 

 

Revenue (Expense) out of Scope of ASC 606

 

 

Total

 

Trust and securities processing

 

$

479

 

 

$

61,248

 

 

$

18,054

 

 

$

 

 

$

79,781

 

Trading and investment banking

 

 

 

 

 

329

 

 

 

 

 

 

5,582

 

 

 

5,911

 

Service charges on deposit accounts

 

 

14,581

 

 

 

10,859

 

 

 

1,978

 

 

 

39

 

 

 

27,457

 

Insurance fees and commissions

 

 

 

 

 

 

 

 

178

 

 

 

 

 

 

178

 

Brokerage fees

 

 

67

 

 

 

15,372

 

 

 

2,663

 

 

 

 

 

 

18,102

 

Bankcard fees

 

 

24,164

 

 

 

7,242

 

 

 

6,683

 

 

 

(11,796

)

 

 

26,293

 

Investment securities losses, net

 

 

 

 

 

 

 

 

 

 

 

(4,782

)

 

 

(4,782

)

Other

 

 

1,279

 

 

 

682

 

 

 

782

 

 

 

10,515

 

 

 

13,258

 

Total Noninterest income

 

$

40,570

 

 

$

95,732

 

 

$

30,338

 

 

$

(442

)

 

$

166,198

 

 

 

v3.26.1
Commitments, Contingencies and Guarantees (Tables)
3 Months Ended
Mar. 31, 2026
Commitments And Contingencies Disclosure [Abstract]  
Notional Amount of Off-Balance Sheet Financial Instruments

The following table summarizes the Company’s off-balance sheet financial instruments as described above (in thousands):

 

 

 

Contractual or Notional Amount

 

 

 

March 31,

 

 

December 31,

 

 

 

2026

 

 

2025

 

Commitments to extend credit for loans (excluding credit card loans)

 

$

18,049,199

 

 

$

17,819,711

 

Commitments to extend credit under credit card loans

 

 

5,163,320

 

 

 

5,994,640

 

Commercial letters of credit

 

 

2,144

 

 

 

217

 

Standby letters of credit

 

 

483,578

 

 

 

468,384

 

Forward contracts

 

 

151,279

 

 

 

119,978

 

Spot foreign exchange contracts

 

 

67,479

 

 

 

34,233

 

Commitments to extend credit for securities purchased under agreements to resell

 

 

876,000

 

 

 

191,000

 

v3.26.1
Derivatives and Hedging Activities (Tables)
3 Months Ended
Mar. 31, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Summary of Fair Value of Derivative Assets and Liabilities

This table provides a summary of the fair value of the Company’s derivative assets and liabilities as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

Derivative Assets

 

 

Derivative Liabilities

 

 

 

March 31,

 

 

December 31,

 

 

March 31,

 

 

December 31,

 

Fair Value

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Interest Rate Derivatives:

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

$

114,918

 

 

$

126,423

 

 

$

118,641

 

 

$

130,122

 

Derivatives designated as hedging instruments

 

 

123,773

 

 

 

148,550

 

 

 

 

 

 

36

 

Total interest rate derivatives

 

 

238,691

 

 

 

274,973

 

 

 

118,641

 

 

 

130,158

 

Commodity Derivatives:

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

 

27,908

 

 

 

6,356

 

 

 

27,788

 

 

 

6,294

 

Total commodity derivatives

 

 

27,908

 

 

 

6,356

 

 

 

27,788

 

 

 

6,294

 

Total

 

$

266,599

 

 

$

281,329

 

 

$

146,429

 

 

$

136,452

 

Summary of Amount of Gain (Loss) Recognized in Other Noninterest Income in Consolidated Statements of Income Related to Derivative Assets and Liabilities

This table provides a summary of the amount of gain or loss recognized in Other noninterest income in the Consolidated Statements of Income related to the Company’s derivative assets and liabilities for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

Amount of (Loss) Gain Recognized

 

 

 

For the Three Months Ended

 

 

 

March 31,

 

 

March 31,

 

 

 

2026

 

 

2025

 

Interest Rate Derivatives

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

$

(29

)

 

$

(90

)

Total

 

$

(29

)

 

$

(90

)

Commodity Derivatives

 

 

 

 

 

 

Derivatives not designated as hedging instruments

 

$

76

 

 

$

 

Total

 

$

76

 

 

$

 

Summary of Effect of Hedges on AOCI in Consolidated Statements of Comprehensive Income Related to Company's Derivative Assets and Liabilities

These tables provide a summary of the effect of hedges on AOCI in the Consolidated Statements of Comprehensive Income related to the Company’s derivative assets and liabilities for the three months ended March 31, 2026 and March 31, 2025 (in thousands):

 

 

 

For the Three Months Ended March 31, 2026

 

Derivatives in Cash Flow Hedging Relationships

 

(Loss) Gain Recognized in OCI on Derivative

 

 

(Loss) Gain Recognized in OCI Included Component

 

 

Gain Recognized in OCI Excluded Component

 

 

(Loss) Gain Reclassified from AOCI into Earnings

 

 

(Loss) Gain Reclassified from AOCI into Earnings Included Component

 

 

Loss Reclassified from AOCI into Earnings Excluded Component

 

Interest rate floors and floor spreads

 

$

(16,250

)

 

$

(20,686

)

 

$

4,436

 

 

$

(1,109

)

 

$

(531

)

 

$

(578

)

Interest rate swaps

 

 

197

 

 

 

197

 

 

 

 

 

 

155

 

 

 

155

 

 

 

 

Total

 

$

(16,053

)

 

$

(20,489

)

 

$

4,436

 

 

$

(954

)

 

$

(376

)

 

$

(578

)

 

 

 

For the Three Months Ended March 31, 2025

 

Derivatives in Cash Flow Hedging Relationships

 

Gain (Loss) Recognized in OCI on Derivative

 

 

Gain (Loss) Recognized in OCI Included Component

 

 

Loss Recognized in OCI Excluded Component

 

 

(Loss) Gain Reclassified from AOCI into Earnings

 

 

(Loss) Gain Reclassified from AOCI into Earnings Included Component

 

 

Loss Reclassified from AOCI into Earnings Excluded Component

 

Interest rate floors and floor spreads

 

$

23,735

 

 

$

45,152

 

 

$

(21,417

)

 

$

(1,395

)

 

$

(817

)

 

$

(578

)

Interest rate swaps

 

 

(1,089

)

 

 

(1,089

)

 

 

 

 

 

243

 

 

 

243

 

 

 

 

Total

 

$

22,646

 

 

$

44,063

 

 

$

(21,417

)

 

$

(1,152

)

 

$

(574

)

 

$

(578

)

 

 

v3.26.1
Fair Value Measurements (Tables)
3 Months Ended
Mar. 31, 2026
Fair Value Disclosures [Abstract]  
Assets and Liabilities Measured at Fair Value on Recurring Basis

Assets and liabilities measured at fair value on a recurring basis as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

Fair Value Measurement at March 31, 2026

 

Description

 

March 31, 2026

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

Assets

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

 

 

$

 

 

$

 

 

$

 

U.S. Agencies

 

 

5,397

 

 

 

 

 

 

5,397

 

 

 

 

Mortgage-backed

 

 

5,172

 

 

 

 

 

 

5,172

 

 

 

 

State and political subdivisions

 

 

6,123

 

 

 

 

 

 

6,123

 

 

 

 

Corporates

 

 

7,086

 

 

 

7,086

 

 

 

 

 

 

 

Trading – other

 

 

427

 

 

 

427

 

 

 

 

 

 

 

Trading securities

 

 

24,205

 

 

 

7,513

 

 

 

16,692

 

 

 

 

U.S. Treasury

 

 

2,257,713

 

 

 

2,257,713

 

 

 

 

 

 

 

U.S. Agencies

 

 

49,968

 

 

 

 

 

 

49,968

 

 

 

 

Mortgage-backed

 

 

8,287,873

 

 

 

 

 

 

8,287,873

 

 

 

 

State and political subdivisions

 

 

2,371,456

 

 

 

 

 

 

2,371,456

 

 

 

 

Corporates

 

 

139,681

 

 

 

139,681

 

 

 

 

 

 

 

Collateralized loan obligations

 

 

554,195

 

 

 

 

 

 

554,195

 

 

 

 

Available-for-sale securities

 

 

13,660,886

 

 

 

2,397,394

 

 

 

11,263,492

 

 

 

 

Equity securities with readily determinable fair values

 

 

12,604

 

 

 

12,604

 

 

 

 

 

 

 

Derivatives

 

 

266,599

 

 

 

 

 

 

266,599

 

 

 

 

Total

 

$

13,964,294

 

 

$

2,417,511

 

 

$

11,546,783

 

 

$

 

Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives

 

$

146,429

 

 

$

 

 

$

146,429

 

 

$

 

Securities sold not yet purchased

 

 

8,290

 

 

 

 

 

 

8,290

 

 

 

 

Total

 

$

154,719

 

 

$

 

 

$

154,719

 

 

$

 

 

 

 

Fair Value Measurement at December 31, 2025

 

Description

 

December 31, 2025

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

Assets

 

 

 

 

 

 

 

 

 

 

 

 

U.S. Treasury

 

$

2,636

 

 

$

2,636

 

 

$

 

 

$

 

U.S. Agencies

 

 

13,489

 

 

 

 

 

 

13,489

 

 

 

 

State and political subdivisions

 

 

3,697

 

 

 

 

 

 

3,697

 

 

 

 

Corporates

 

 

2,192

 

 

 

2,192

 

 

 

 

 

 

 

Trading – other

 

 

317

 

 

 

317

 

 

 

 

 

 

 

Trading securities

 

 

22,331

 

 

 

5,145

 

 

 

17,186

 

 

 

 

U.S. Treasury

 

 

2,320,815

 

 

 

2,320,815

 

 

 

 

 

 

 

U.S. Agencies

 

 

62,370

 

 

 

 

 

 

62,370

 

 

 

 

Mortgage-backed

 

 

8,167,873

 

 

 

 

 

 

8,167,873

 

 

 

 

State and political subdivisions

 

 

2,446,588

 

 

 

 

 

 

2,446,588

 

 

 

 

Corporates

 

 

177,115

 

 

 

177,115

 

 

 

 

 

 

 

Collateralized loan obligations

 

 

534,380

 

 

 

 

 

 

534,380

 

 

 

 

Available for sale securities

 

 

13,709,141

 

 

 

2,497,930

 

 

 

11,211,211

 

 

 

 

Equity securities with readily determinable fair values

 

 

14,690

 

 

 

14,690

 

 

 

 

 

 

 

Derivatives

 

 

281,329

 

 

 

 

 

 

281,329

 

 

 

 

Total

 

$

14,027,491

 

 

$

2,517,765

 

 

$

11,509,726

 

 

$

 

Liabilities

 

 

 

 

 

 

 

 

 

 

 

 

Derivatives

 

$

136,452

 

 

$

 

 

$

136,452

 

 

$

 

Securities sold not yet purchased

 

 

4,052

 

 

 

 

 

 

4,052

 

 

 

 

Total

 

$

140,504

 

 

$

 

 

$

140,504

 

 

$

 

Assets Measured at Fair Value on Non-Recurring Basis

Assets measured at fair value on a non-recurring basis as of March 31, 2026 and December 31, 2025 (in thousands):

 

 

 

Fair Value Measurement at March 31, 2026 Using

 

Description

 

March 31, 2026

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

 

Total (Losses) Gains Recognized During the Three Months Ended March 31

 

Collateral dependent assets

 

$

56,390

 

 

$

 

 

$

 

 

$

56,390

 

 

$

(17,333

)

Other real estate owned

 

 

354

 

 

 

 

 

 

 

 

 

354

 

 

 

8

 

Total

 

$

56,744

 

 

$

 

 

$

 

 

$

56,744

 

 

$

(17,325

)

 

 

Fair Value Measurement at December 31, 2025 Using

 

Description

 

December 31, 2025

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant Unobservable Inputs (Level 3)

 

 

Total (Losses) Gains Recognized During the Twelve Months Ended December 31

 

Collateral dependent assets

 

$

70,012

 

 

$

 

 

$

 

 

$

70,012

 

 

$

(29,420

)

Other real estate owned

 

 

3,009

 

 

 

 

 

 

 

 

 

3,009

 

 

 

178

 

Total

 

$

73,021

 

 

$

 

 

$

 

 

$

73,021

 

 

$

(29,242

)

Estimated Fair Value of Financial Instruments

The estimated fair value of the Company’s financial instruments at March 31, 2026 and December 31, 2025 are as follows (in thousands):

 

 

 

Fair Value Measurement at March 31, 2026 Using

 

 

 

Carrying Amount

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

 

Total
Estimated
Fair Value

 

FINANCIAL ASSETS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash and short-term investments

 

$

7,915,788

 

 

$

6,391,119

 

 

$

1,524,669

 

 

$

 

 

$

7,915,788

 

Securities available for sale

 

 

13,660,886

 

 

 

2,397,394

 

 

 

11,263,492

 

 

 

 

 

 

13,660,886

 

Securities held to maturity (exclusive of allowance for credit losses)

 

 

5,703,238

 

 

 

 

 

 

5,172,564

 

 

 

 

 

 

5,172,564

 

Trading securities

 

 

24,205

 

 

 

7,513

 

 

 

16,692

 

 

 

 

 

 

24,205

 

Other securities

 

 

685,590

 

 

 

12,604

 

 

 

672,986

 

 

 

 

 

 

685,590

 

Loans (exclusive of allowance for credit losses)

 

 

40,138,796

 

 

 

 

 

 

40,652,688

 

 

 

 

 

 

40,652,688

 

Derivatives

 

 

266,599

 

 

 

 

 

 

266,599

 

 

 

 

 

 

266,599

 

FINANCIAL LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Time deposits

 

 

3,210,518

 

 

 

 

 

 

3,210,518

 

 

 

 

 

 

3,210,518

 

Other borrowings

 

 

3,550,738

 

 

 

39,082

 

 

 

3,511,656

 

 

 

 

 

 

3,550,738

 

Long-term debt

 

 

477,164

 

 

 

 

 

 

526,828

 

 

 

 

 

 

526,828

 

Derivatives

 

 

146,429

 

 

 

 

 

 

146,429

 

 

 

 

 

 

146,429

 

OFF-BALANCE SHEET ARRANGEMENTS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commitments to extend credit for loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4,631

 

Commitments to extend resell agreements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

104

 

Commercial letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16

 

Standby letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1,330

 

 

 

 

Fair Value Measurement at December 31, 2025 Using

 

 

 

Carrying Amount

 

 

Quoted Prices in Active Markets for Identical Assets (Level 1)

 

 

Significant Other Observable Inputs (Level 2)

 

 

Significant
Unobservable
Inputs
(Level 3)

 

 

Total
Estimated
Fair Value

 

FINANCIAL ASSETS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash and short-term investments

 

$

9,441,175

 

 

$

7,893,082

 

 

$

1,548,093

 

 

$

 

 

$

9,441,175

 

Securities available for sale

 

 

13,709,141

 

 

 

2,497,930

 

 

 

11,211,211

 

 

 

 

 

 

13,709,141

 

Securities held to maturity (exclusive of allowance for credit losses)

 

 

5,724,227

 

 

 

 

 

 

5,250,465

 

 

 

 

 

 

5,250,465

 

Trading securities

 

 

22,331

 

 

 

5,145

 

 

 

17,186

 

 

 

 

 

 

22,331

 

Other securities

 

 

676,300

 

 

 

14,690

 

 

 

661,610

 

 

 

 

 

 

676,300

 

Loans (exclusive of allowance for credit losses)

 

 

38,781,438

 

 

 

 

 

 

39,041,201

 

 

 

 

 

 

39,041,201

 

Derivatives

 

 

281,329

 

 

 

 

 

 

281,329

 

 

 

 

 

 

281,329

 

FINANCIAL LIABILITIES

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Time deposits

 

 

3,760,862

 

 

 

 

 

 

3,760,862

 

 

 

 

 

 

3,760,862

 

Other borrowings

 

 

3,324,938

 

 

 

32,133

 

 

 

3,292,805

 

 

 

 

 

 

3,324,938

 

Long-term debt

 

 

474,229

 

 

 

 

 

 

523,545

 

 

 

 

 

 

523,545

 

Derivatives

 

 

136,452

 

 

 

 

 

 

136,452

 

 

 

 

 

 

136,452

 

OFF-BALANCE SHEET ARRANGEMENTS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commitments to extend credit for loans

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14,972

 

Commitments to extend resell agreements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

106

 

Commercial letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

130

 

Standby letters of credit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4,483

 

v3.26.1
Acquisition (Tables)
3 Months Ended
Mar. 31, 2026
Business Combination, Asset Acquisition, Transaction between Entities under Common Control, and Joint Venture Formation [Abstract]  
Schedule of Recognized Identified Assets Acquired and Liabilities Assumed

The following table summarizes the net assets acquired (at fair value) and consideration transferred for HTLF as of January 31, 2025 (in thousands, except for per share data):

 

 

Fair Value
January 31, 2025

 

Assets

 

 

Loans, net of allowance for credit losses on loans

$

9,734,711

 

Investment securities

 

3,648,445

 

Interest-bearing due from banks

 

965,003

 

Cash and due from banks

 

174,985

 

Premises and equipment, net

 

174,579

 

Identifiable intangible assets

 

511,021

 

Other assets

 

906,712

 

Total assets acquired

$

16,115,456

 

 

 

 

Liabilities

 

 

Noninterest-bearing deposits

$

3,761,997

 

Interest-bearing deposits

 

10,586,989

 

Long-term debt

 

278,018

 

Other liabilities

 

199,532

 

Total liabilities assumed

$

14,826,536

 

 

 

 

Net identifiable assets acquired

$

1,288,920

 

Preliminary goodwill

 

1,630,209

 

Net assets acquired

$

2,919,129

 

 

 

 

Consideration

 

 

Common stock consideration:

 

 

Company's common shares issued

 

23,609

 

Purchase price per share of the Company's common stock

$

117.90

 

Fair value of common stock consideration

$

2,783,510

 

Preferred stock consideration

 

115,230

 

Stock-based compensation consideration

 

20,389

 

Fair value of total consideration transferred

$

2,919,129

 

Schedule of Unpaid Principal Balance and Fair Value of Loans Acquired in the HTLF Acquisitions

The following table presents the unpaid principal balance and fair value of the loans acquired in the HTLF acquisition as of the Acquisition Date (in thousands):

 

 

Unpaid Principal Balance

 

Fair Value

 

Non-PCD loans

$

7,067,238

 

$

6,688,190

 

PCD loans

 

3,237,332

 

 

3,046,521

 

Total loans

$

10,304,570

 

$

9,734,711

 

Summary of PCD Loans Purchased

The following table provides a summary of PCD loans purchased as part of the HTLF acquisition as of the Acquisition Date (in thousands):

 

 

January 31, 2025

 

Principal of PCD loans acquired

$

3,237,332

 

PCD ACL at acquisition

 

(85,299

)

Non-credit discount on PCD loans

 

(105,512

)

Fair value of PCD Loans

$

3,046,521

 

v3.26.1
Summary of Significant Accounting Policies - Summary of Cash and Cash Equivalents (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Accounting Policies [Abstract]      
Due from the FRB $ 5,525,511   $ 9,692,616
Cash and due from banks 735,829 $ 952,547 917,450
Cash and cash equivalents at end of period $ 6,261,340   $ 10,610,066
v3.26.1
Summary of Significant Accounting Policies - Additional Information (Detail) - USD ($)
$ in Millions
Jan. 31, 2025
Mar. 31, 2026
Mar. 31, 2025
Summary Of Significant Accounting Policies [Line Items]      
Interest bearing amounts held at other financial institutions   $ 129.8 $ 119.3
Heartland Financial USA Inc [Member]      
Summary Of Significant Accounting Policies [Line Items]      
Description of acquired entity On January 31, 2025 (Acquisition Date), the Company acquired Heartland Financial USA, Inc. (HTLF) pursuant to an Agreement and Plan of Merger, dated as of April 28, 2024.    
Acquisition date Jan. 31, 2025    
Name of acquired entity Heartland Financial USA, Inc. (HTLF)    
Date of merger Apr. 28, 2024    
v3.26.1
Summary of Significant Accounting Policies - Summary of Amounts Used in Determination of Basic and Diluted Net Income Per Common Share (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Summary Of Significant Accounting Policies [Line Items]    
Net income $ 261,438 $ 81,333
Less: Preferred dividends 5,813 2,013
NET INCOME AVAILABLE TO COMMON SHAREHOLDERS $ 255,625 $ 79,320
Weighted average common shares outstanding for basic earnings per share 76,032,620 65,063,262
Assumed incremental common shares issued upon vesting of outstanding restricted stock units 366,613 432,796
Weighted average common shares for diluted earnings per share 76,399,233 65,496,058
Net income per common share - basic $ 3.36 $ 1.22
Net income per common share - diluted $ 3.35 $ 1.21
Restricted Stock Units [Member]    
Summary Of Significant Accounting Policies [Line Items]    
Number of antidilutive securities excluded from diluted earnings per share computation 202,485  
Stock Options [Member]    
Summary Of Significant Accounting Policies [Line Items]    
Number of antidilutive securities excluded from diluted earnings per share computation   4,962
v3.26.1
Loans and Allowance for Credit Losses - Additional Information (Detail)
3 Months Ended
Jan. 31, 2025
USD ($)
Mar. 31, 2026
USD ($)
Loan
Sep. 30, 2025
USD ($)
Jun. 30, 2025
USD ($)
Mar. 31, 2025
USD ($)
Loan
Dec. 31, 2025
USD ($)
Financing Receivable Allowance For Credit Losses [Line Items]            
Proceeds from sales of loans held for sale   $ 27,232,000     $ 16,389,000  
Nonaccrual Loans   151,250,000       $ 144,666,000
Restructured loans   163,000       169,000
Total Past Due   40,134,325,000       38,779,408,000
Non accrual loans with no related allowance for credit losses   76,877,000       76,789,000
Accrued interest on loans   $ 180,100,000       176,100,000
Credit card payments delinquency period beyond which payments considered significantly delinquent   60 days        
Number of reasonable and supportable forecast period   1 year        
Modifications made to borrowers experiencing financial difficulty commitment to lend   $ 0     $ 0  
Loan modifications made to borrowers experiencing financial difficulty | Loan   0     0  
PCD ACL at acquisition $ 85,299,000       $ 62,126,000  
Heartland Financial USA Inc [Member]            
Financing Receivable Allowance For Credit Losses [Line Items]            
PCD ACL at acquisition   $ 62,100,000 $ 8,000,000 $ 15,200,000    
Consumer Real Estate [Member]            
Financing Receivable Allowance For Credit Losses [Line Items]            
Proceeds from sales of loans held for sale   $ 27,200,000     $ 16,400,000  
Residential Real Estate [Member]            
Financing Receivable Allowance For Credit Losses [Line Items]            
Number of Contracts | Loan   3     1  
Pre-modification loan balance   $ 534,000     $ 225,000  
Post-modification loan balance   $ 538,000     $ 225,000  
Minimum [Member]            
Financing Receivable Allowance For Credit Losses [Line Items]            
Number of reasonable and supportable forecast period   1 year        
Maximum [Member]            
Financing Receivable Allowance For Credit Losses [Line Items]            
Number of reasonable and supportable forecast period   3 years        
Greater than 90 days Past Due and Accruing [Member]            
Financing Receivable Allowance For Credit Losses [Line Items]            
Total Past Due   $ 14,924,000       $ 18,403,000
v3.26.1
Loans and Allowance for Credit Losses - Summary of Loan Classes and Aging of Past Due Loans (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans $ 40,134,325 $ 38,779,408
Nonaccrual Loans 151,250 144,666
30-89 Days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 40,260 81,511
Greater than 90 days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 14,924 18,403
Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 206,434 244,580
Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 39,927,891 38,534,828
Commercial and Industrial Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 17,068,764 16,270,520
Nonaccrual Loans 55,975 26,633
Commercial and Industrial Portfolio [Member] | 30-89 Days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 8,811 36,391
Commercial and Industrial Portfolio [Member] | Greater than 90 days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 1 6,417
Commercial and Industrial Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 64,787 69,441
Commercial and Industrial Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 17,003,977 16,201,079
Specialty Lending Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 646,027 518,237
Specialty Lending Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 646,027 518,237
Commercial Real Estate Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 16,627,070 16,376,239
Nonaccrual Loans 63,436 86,838
Commercial Real Estate Portfolio [Member] | 30-89 Days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 8,647 24,786
Commercial Real Estate Portfolio [Member] | Greater than 90 days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 959  
Commercial Real Estate Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 73,042 111,624
Commercial Real Estate Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 16,554,028 16,264,615
Consumer Real Estate Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 4,429,728 4,436,468
Nonaccrual Loans 31,103 29,910
Consumer Real Estate Portfolio [Member] | 30-89 Days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 11,631 10,451
Consumer Real Estate Portfolio [Member] | Greater than 90 days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans   244
Consumer Real Estate Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 42,734 40,605
Consumer Real Estate Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 4,386,994 4,395,863
Consumer Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 235,982 238,811
Nonaccrual Loans 147 777
Consumer Portfolio [Member] | 30-89 Days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 568 689
Consumer Portfolio [Member] | Greater than 90 days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 5,182 5,237
Consumer Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 5,897 6,703
Consumer Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 230,085 232,108
Credit Cards Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 717,831 700,733
Nonaccrual Loans 589 508
Credit Cards Portfolio [Member] | 30-89 Days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 10,603 9,194
Credit Cards Portfolio [Member] | Greater than 90 days Past Due and Accruing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 8,782 6,505
Credit Cards Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 19,974 16,207
Credit Cards Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 697,857 684,526
Leases and Other Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 408,923 238,400
Leases and Other Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans $ 408,923 $ 238,400
v3.26.1
Loans and Allowance for Credit Losses - Summary of Amortized Cost of Nonaccrual Loans with No Related Allowance (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual Loans $ 151,250 $ 144,666
Amortized Cost of Nonaccrual Loans with no related Allowance 76,877 76,789
Commercial and Industrial Portfolio [Member]    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual Loans 55,975 26,633
Amortized Cost of Nonaccrual Loans with no related Allowance 12,640 10,870
Commercial Real Estate Portfolio [Member]    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual Loans 63,436 86,838
Amortized Cost of Nonaccrual Loans with no related Allowance 33,407 35,973
Consumer Real Estate Portfolio [Member]    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual Loans 31,103 29,910
Amortized Cost of Nonaccrual Loans with no related Allowance 30,094 28,661
Consumer Portfolio [Member]    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual Loans 147 777
Amortized Cost of Nonaccrual Loans with no related Allowance 147 777
Credit Cards Portfolio [Member]    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual Loans 589 508
Amortized Cost of Nonaccrual Loans with no related Allowance $ 589 $ 508
v3.26.1
Loans and Allowance for Credit Losses - Summary of Amortized Cost Balance of Each of Loan Classes Disaggregated by Collateral Type and Origination Year (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 $ 2,519,181 $ 8,655,716
Amortized Cost Basis by Origination Year 2025 8,066,709 4,969,894
Amortized Cost Basis by Origination Year 2024 4,858,893 4,262,716
Amortized Cost Basis by Origination Year 2023 3,789,730 4,744,514
Amortized Cost Basis by Origination Year 2022 4,549,517 3,367,603
Amortized Cost Basis by Origination Year Prior to 2022 5,904,456 2,963,655
Amortized Cost - Revolving Loans 10,393,194 9,794,020
Amortized Cost - Revolving Loans Converted to Term Loans 52,645 21,290
Total Loans 40,134,325 38,779,408
Commercial and Industrial Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 990,186 3,149,806
Amortized Cost Basis by Origination Year 2025 3,011,240 2,210,428
Amortized Cost Basis by Origination Year 2024 2,114,774 1,432,712
Amortized Cost Basis by Origination Year 2023 1,291,921 1,023,493
Amortized Cost Basis by Origination Year 2023, Current period charge-offs 82  
Amortized Cost Basis by Origination Year 2022 941,565 487,188
Amortized Cost Basis by Origination Year 2022, Current period charge-offs 117  
Amortized Cost Basis by Origination Year Prior to 2022 795,352 354,347
Amortized Cost Basis by Origination Year Prior to 2022, Current period charge-offs 73  
Amortized Cost - Revolving Loans 7,878,286 7,597,831
Amortized Cost - Revolving Loans, Current period charge-offs 3,077  
Amortized Cost - Revolving Loans Converted to Term Loans 45,440 14,715
Total Loans 17,068,764 16,270,520
Total Loans, Current period charge-offs 3,349  
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 944,324 2,989,029
Amortized Cost Basis by Origination Year 2025 2,793,596 1,901,767
Amortized Cost Basis by Origination Year 2024 1,811,310 1,039,595
Amortized Cost Basis by Origination Year 2023 907,969 929,230
Amortized Cost Basis by Origination Year 2022 874,584 471,193
Amortized Cost Basis by Origination Year Prior to 2022 762,205 321,761
Amortized Cost - Revolving Loans 5,791,960 5,636,442
Amortized Cost - Revolving Loans Converted to Term Loans 44,961 12,186
Total Loans 13,930,909 13,301,203
Commercial and Industrial Portfolio [Member] | Agriculture [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 6,744 30,385
Amortized Cost Basis by Origination Year 2025 26,657 22,585
Amortized Cost Basis by Origination Year 2024 20,970 24,980
Amortized Cost Basis by Origination Year 2023 23,301 7,827
Amortized Cost Basis by Origination Year 2022 6,582 3,859
Amortized Cost Basis by Origination Year Prior to 2022 5,492 3,180
Amortized Cost - Revolving Loans 400,425 426,729
Amortized Cost - Revolving Loans Converted to Term Loans 479 2,258
Total Loans 490,650 521,803
Commercial and Industrial Portfolio [Member] | NDFIs [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 39,118 130,392
Amortized Cost Basis by Origination Year 2025 190,987 286,076
Amortized Cost Basis by Origination Year 2024 282,494 368,137
Amortized Cost Basis by Origination Year 2023 360,651 86,436
Amortized Cost Basis by Origination Year 2022 60,399 12,136
Amortized Cost Basis by Origination Year Prior to 2022 27,655 29,406
Amortized Cost - Revolving Loans 1,674,758 1,517,283
Amortized Cost - Revolving Loans Converted to Term Loans   271
Total Loans 2,636,062 2,430,137
Commercial and Industrial Portfolio [Member] | Overdrafts [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 11,143 17,377
Total Loans 11,143 17,377
Specialty Lending Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 51,006 46,480
Amortized Cost Basis by Origination Year 2025 45,458 5,639
Amortized Cost Basis by Origination Year 2024 5,528  
Amortized Cost Basis by Origination Year 2023   5,801
Amortized Cost Basis by Origination Year 2022 5,407 25,763
Amortized Cost Basis by Origination Year Prior to 2022 46,864 22,632
Amortized Cost - Revolving Loans 491,764 411,922
Total Loans 646,027 518,237
Specialty Lending Portfolio [Member] | Asset-based Lending [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 51,006 46,480
Amortized Cost Basis by Origination Year 2025 45,458 5,639
Amortized Cost Basis by Origination Year 2024 5,528  
Amortized Cost Basis by Origination Year 2023   5,801
Amortized Cost Basis by Origination Year 2022 5,407 25,763
Amortized Cost Basis by Origination Year Prior to 2022 46,864 22,632
Amortized Cost - Revolving Loans 491,764 411,922
Total Loans 646,027 518,237
Commercial Real Estate Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 1,280,439 4,579,160
Amortized Cost Basis by Origination Year 2025 4,202,128 2,319,120
Amortized Cost Basis by Origination Year 2024 2,334,806 2,423,763
Amortized Cost Basis by Origination Year 2024, Current period charge-offs 403  
Amortized Cost Basis by Origination Year 2023 2,111,109 3,033,066
Amortized Cost Basis by Origination Year 2023, Current period charge-offs 6,145  
Amortized Cost Basis by Origination Year 2022 2,946,474 2,091,580
Amortized Cost Basis by Origination Year 2022, Current period charge-offs 3,221  
Amortized Cost Basis by Origination Year Prior to 2022 3,501,095 1,737,343
Amortized Cost Basis by Origination Year Prior to 2022, Current period charge-offs 995  
Amortized Cost - Revolving Loans 250,982 191,078
Amortized Cost - Revolving Loans Converted to Term Loans 37 1,129
Total Loans 16,627,070 16,376,239
Total Loans, Current period charge-offs 10,764  
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 272,512 1,151,075
Amortized Cost Basis by Origination Year 2025 1,130,699 529,761
Amortized Cost Basis by Origination Year 2024 594,932 599,178
Amortized Cost Basis by Origination Year 2023 553,366 955,385
Amortized Cost Basis by Origination Year 2022 938,003 775,378
Amortized Cost Basis by Origination Year Prior to 2022 1,396,518 724,775
Amortized Cost - Revolving Loans 46,285 39,505
Total Loans 4,932,315 4,775,057
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 486,814 1,664,285
Amortized Cost Basis by Origination Year 2025 1,629,000 656,031
Amortized Cost Basis by Origination Year 2024 693,463 847,458
Amortized Cost Basis by Origination Year 2023 682,722 1,018,831
Amortized Cost Basis by Origination Year 2022 994,330 769,616
Amortized Cost Basis by Origination Year Prior to 2022 1,310,146 736,502
Amortized Cost - Revolving Loans 41,608 41,093
Amortized Cost - Revolving Loans Converted to Term Loans   1,054
Total Loans 5,838,083 5,734,870
Commercial Real Estate Portfolio [Member] | Farmland [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 27,169 258,796
Amortized Cost Basis by Origination Year 2025 274,103 74,542
Amortized Cost Basis by Origination Year 2024 72,016 85,814
Amortized Cost Basis by Origination Year 2023 81,613 131,009
Amortized Cost Basis by Origination Year 2022 120,284 83,613
Amortized Cost Basis by Origination Year Prior to 2022 230,060 163,318
Amortized Cost - Revolving Loans 45,813 66,403
Amortized Cost - Revolving Loans Converted to Term Loans   75
Total Loans 851,058 863,570
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 175,875 329,902
Amortized Cost Basis by Origination Year 2025 205,422 179,107
Amortized Cost Basis by Origination Year 2024 194,712 171,945
Amortized Cost Basis by Origination Year 2023 169,618 554,125
Amortized Cost Basis by Origination Year 2022 509,376 434,660
Amortized Cost Basis by Origination Year Prior to 2022 523,346 96,475
Amortized Cost - Revolving Loans 10,198 10,441
Total Loans 1,788,547 1,776,655
Commercial Real Estate Portfolio [Member] | 1-4 Family Construction [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 27,446 75,849
Amortized Cost Basis by Origination Year 2025 53,800 11,564
Amortized Cost Basis by Origination Year 2024 2,036 240
Amortized Cost Basis by Origination Year 2023 239 520
Amortized Cost Basis by Origination Year 2022 518  
Amortized Cost - Revolving Loans 3,574 1,301
Total Loans 87,613 89,474
Commercial Real Estate Portfolio [Member] | General Construction [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 290,623 1,099,253
Amortized Cost Basis by Origination Year 2025 909,104 868,115
Amortized Cost Basis by Origination Year 2024 777,647 719,128
Amortized Cost Basis by Origination Year 2023 623,551 373,196
Amortized Cost Basis by Origination Year 2022 383,963 28,313
Amortized Cost Basis by Origination Year Prior to 2022 41,025 16,273
Amortized Cost - Revolving Loans 103,504 32,335
Amortized Cost - Revolving Loans Converted to Term Loans 37  
Total Loans 3,129,454 3,136,613
Consumer Real Estate Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 169,007 676,539
Amortized Cost Basis by Origination Year 2025 622,055 399,776
Amortized Cost Basis by Origination Year 2024 370,041 384,373
Amortized Cost Basis by Origination Year 2023 367,936 662,168
Amortized Cost Basis by Origination Year 2023, Current period charge-offs 367  
Amortized Cost Basis by Origination Year 2022 638,387 753,733
Amortized Cost Basis by Origination Year 2022, Current period charge-offs 64  
Amortized Cost Basis by Origination Year Prior to 2022 1,544,976 844,402
Amortized Cost Basis by Origination Year Prior to 2022, Current period charge-offs 82  
Amortized Cost - Revolving Loans 712,907 710,133
Amortized Cost - Revolving Loans Converted to Term Loans 4,419 5,344
Total Loans 4,429,728 4,436,468
Total Loans, Current period charge-offs 513  
Consumer Real Estate Portfolio [Member] | HELOC [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 608 2,748
Amortized Cost Basis by Origination Year 2025 743 399
Amortized Cost Basis by Origination Year 2024 393 756
Amortized Cost Basis by Origination Year 2023 1,718 2,075
Amortized Cost Basis by Origination Year 2022 2,555 577
Amortized Cost Basis by Origination Year Prior to 2022 8,562 7,784
Amortized Cost - Revolving Loans 700,318 698,503
Amortized Cost - Revolving Loans Converted to Term Loans 4,329 5,331
Total Loans 719,226 718,173
Consumer Real Estate Portfolio [Member] | First Lien: 1-4 Family [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 164,414 653,333
Amortized Cost Basis by Origination Year 2025 602,689 368,156
Amortized Cost Basis by Origination Year 2024 341,374 364,405
Amortized Cost Basis by Origination Year 2023 347,866 631,555
Amortized Cost Basis by Origination Year 2022 608,389 735,751
Amortized Cost Basis by Origination Year Prior to 2022 1,513,971 830,570
Amortized Cost - Revolving Loans 6,914 6,864
Amortized Cost - Revolving Loans Converted to Term Loans 90 13
Total Loans 3,585,707 3,590,647
Consumer Real Estate Portfolio [Member] | Junior Lien: 1-4 Family [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 3,985 20,458
Amortized Cost Basis by Origination Year 2025 18,623 31,221
Amortized Cost Basis by Origination Year 2024 28,274 19,212
Amortized Cost Basis by Origination Year 2023 18,352 28,538
Amortized Cost Basis by Origination Year 2022 27,443 17,405
Amortized Cost Basis by Origination Year Prior to 2022 22,443 6,048
Amortized Cost - Revolving Loans 5,675 4,766
Total Loans 124,795 127,648
Consumer Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 5,577 22,571
Amortized Cost Basis by Origination Year 2025 19,363 18,523
Amortized Cost Basis by Origination Year 2025, Current period charge-offs 11  
Amortized Cost Basis by Origination Year 2024 16,247 13,280
Amortized Cost Basis by Origination Year 2024, Current period charge-offs 31  
Amortized Cost Basis by Origination Year 2023 11,378 11,273
Amortized Cost Basis by Origination Year 2023, Current period charge-offs 45  
Amortized Cost Basis by Origination Year 2022 9,963 1,995
Amortized Cost Basis by Origination Year 2022, Current period charge-offs 9  
Amortized Cost Basis by Origination Year Prior to 2022 3,267 2,046
Amortized Cost Basis by Origination Year Prior to 2022, Current period charge-offs 8  
Amortized Cost - Revolving Loans 167,438 169,021
Amortized Cost - Revolving Loans, Current period charge-offs 981  
Amortized Cost - Revolving Loans Converted to Term Loans 2,749 102
Total Loans 235,982 238,811
Total Loans, Current period charge-offs 1,085  
Consumer Portfolio [Member] | Revolving Line [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   1,485
Amortized Cost Basis by Origination Year 2025 1,485 34
Amortized Cost Basis by Origination Year 2024 34 23
Amortized Cost Basis by Origination Year 2023 22 49
Amortized Cost Basis by Origination Year 2022 48 24
Amortized Cost Basis by Origination Year Prior to 2022 595 526
Amortized Cost - Revolving Loans 147,111 160,454
Amortized Cost - Revolving Loans Converted to Term Loans 2,749 102
Total Loans 152,044 162,697
Consumer Portfolio [Member] | Auto [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 2,427 8,179
Amortized Cost Basis by Origination Year 2025 7,166 7,292
Amortized Cost Basis by Origination Year 2024 6,322 9,743
Amortized Cost Basis by Origination Year 2023 8,319 5,307
Amortized Cost Basis by Origination Year 2022 4,283 1,118
Amortized Cost Basis by Origination Year Prior to 2022 876 248
Total Loans 29,393 31,887
Consumer Portfolio [Member] | Other [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 3,150 12,907
Amortized Cost Basis by Origination Year 2025 10,712 11,197
Amortized Cost Basis by Origination Year 2024 9,891 3,514
Amortized Cost Basis by Origination Year 2023 3,037 5,917
Amortized Cost Basis by Origination Year 2022 5,632 853
Amortized Cost Basis by Origination Year Prior to 2022 1,796 1,272
Amortized Cost - Revolving Loans 20,327 8,567
Total Loans 54,545 44,227
Credit Cards Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 717,831 700,733
Amortized Cost - Revolving Loans, Current period charge-offs 5,876  
Total Loans 717,831 700,733
Total Loans, Current period charge-offs 5,876  
Credit Cards Portfolio [Member] | Consumer [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 341,393 347,749
Total Loans 341,393 347,749
Credit Cards Portfolio [Member] | Commercial [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 376,438 352,984
Total Loans 376,438 352,984
Leases and Other Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 22,966 181,160
Amortized Cost Basis by Origination Year 2025 166,465 16,408
Amortized Cost Basis by Origination Year 2024 17,497 8,588
Amortized Cost Basis by Origination Year 2023 7,386 8,713
Amortized Cost Basis by Origination Year 2022 7,721 7,344
Amortized Cost Basis by Origination Year Prior to 2022 12,902 2,885
Amortized Cost - Revolving Loans 173,986 13,302
Total Loans 408,923 238,400
Leases and Other Portfolio [Member] | Leases [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year Prior to 2022 1,186 1,214
Total Loans 1,186 1,214
Leases and Other Portfolio [Member] | Other [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 22,966 181,160
Amortized Cost Basis by Origination Year 2025 166,465 16,408
Amortized Cost Basis by Origination Year 2024 17,497 8,588
Amortized Cost Basis by Origination Year 2023 7,386 8,713
Amortized Cost Basis by Origination Year 2022 7,721 7,344
Amortized Cost Basis by Origination Year Prior to 2022 11,716 1,671
Amortized Cost - Revolving Loans 173,986 13,302
Total Loans $ 407,737 $ 237,186
v3.26.1
Loans and Allowance for Credit Losses - Summary of Amortized Cost Balance by Collateral Type and Risk Rating (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 $ 2,519,181 $ 8,655,716
Amortized Cost Basis by Origination Year 2025 8,066,709 4,969,894
Amortized Cost Basis by Origination Year 2024 4,858,893 4,262,716
Amortized Cost Basis by Origination Year 2023 3,789,730 4,744,514
Amortized Cost Basis by Origination Year 2022 4,549,517 3,367,603
Amortized Cost Basis by Origination Year Prior to 2022 5,904,456 2,963,655
Amortized Cost - Revolving Loans 10,393,194 9,794,020
Amortized Cost - Revolving Loans Converted to Term Loans 52,645 21,290
Total Loans 40,134,325 38,779,408
Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 39,927,891 38,534,828
Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 206,434 244,580
Commercial and Industrial Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 990,186 3,149,806
Amortized Cost Basis by Origination Year 2025 3,011,240 2,210,428
Amortized Cost Basis by Origination Year 2024 2,114,774 1,432,712
Amortized Cost Basis by Origination Year 2023 1,291,921 1,023,493
Amortized Cost Basis by Origination Year 2022 941,565 487,188
Amortized Cost Basis by Origination Year Prior to 2022 795,352 354,347
Amortized Cost - Revolving Loans 7,878,286 7,597,831
Amortized Cost - Revolving Loans Converted to Term Loans 45,440 14,715
Total Loans 17,068,764 16,270,520
Commercial and Industrial Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 17,003,977 16,201,079
Commercial and Industrial Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 64,787 69,441
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 944,324 2,989,029
Amortized Cost Basis by Origination Year 2025 2,793,596 1,901,767
Amortized Cost Basis by Origination Year 2024 1,811,310 1,039,595
Amortized Cost Basis by Origination Year 2023 907,969 929,230
Amortized Cost Basis by Origination Year 2022 874,584 471,193
Amortized Cost Basis by Origination Year Prior to 2022 762,205 321,761
Amortized Cost - Revolving Loans 5,791,960 5,636,442
Amortized Cost - Revolving Loans Converted to Term Loans 44,961 12,186
Total Loans 13,930,909 13,301,203
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 896,316 2,958,147
Amortized Cost Basis by Origination Year 2025 2,765,221 1,842,768
Amortized Cost Basis by Origination Year 2024 1,765,479 982,320
Amortized Cost Basis by Origination Year 2023 863,551 874,006
Amortized Cost Basis by Origination Year 2022 817,668 462,210
Amortized Cost Basis by Origination Year Prior to 2022 746,156 302,753
Amortized Cost - Revolving Loans 5,567,354 5,404,325
Amortized Cost - Revolving Loans Converted to Term Loans 36,429 4,492
Total Loans 13,458,174 12,831,021
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   4,962
Amortized Cost Basis by Origination Year 2025 3,542 37,671
Amortized Cost Basis by Origination Year 2024 34,684 7,883
Amortized Cost Basis by Origination Year 2023 9,158 6,085
Amortized Cost Basis by Origination Year 2022 1,950 893
Amortized Cost Basis by Origination Year Prior to 2022 5,344 9,535
Amortized Cost - Revolving Loans 87,796 63,256
Amortized Cost - Revolving Loans Converted to Term Loans 495 6,635
Total Loans 142,969 136,920
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 48,008 21,647
Amortized Cost Basis by Origination Year 2025 20,662 17,207
Amortized Cost Basis by Origination Year 2024 7,077 49,292
Amortized Cost Basis by Origination Year 2023 35,179 49,139
Amortized Cost Basis by Origination Year 2022 54,962 8,090
Amortized Cost Basis by Origination Year Prior to 2022 10,705 9,473
Amortized Cost - Revolving Loans 136,347 168,348
Amortized Cost - Revolving Loans Converted to Term Loans 8,037 1,059
Total Loans 320,977 324,255
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member] | Doubtful [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   4,273
Amortized Cost Basis by Origination Year 2025 4,171 4,121
Amortized Cost Basis by Origination Year 2024 4,070 100
Amortized Cost Basis by Origination Year 2023 81  
Amortized Cost Basis by Origination Year 2022 4  
Amortized Cost - Revolving Loans 463 513
Total Loans 8,789 9,007
Commercial and Industrial Portfolio [Member] | Agriculture [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 6,744 30,385
Amortized Cost Basis by Origination Year 2025 26,657 22,585
Amortized Cost Basis by Origination Year 2024 20,970 24,980
Amortized Cost Basis by Origination Year 2023 23,301 7,827
Amortized Cost Basis by Origination Year 2022 6,582 3,859
Amortized Cost Basis by Origination Year Prior to 2022 5,492 3,180
Amortized Cost - Revolving Loans 400,425 426,729
Amortized Cost - Revolving Loans Converted to Term Loans 479 2,258
Total Loans 490,650 521,803
Commercial and Industrial Portfolio [Member] | Agriculture [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 5,737 26,921
Amortized Cost Basis by Origination Year 2025 25,070 22,252
Amortized Cost Basis by Origination Year 2024 20,673 24,757
Amortized Cost Basis by Origination Year 2023 23,022 7,254
Amortized Cost Basis by Origination Year 2022 6,439 3,824
Amortized Cost Basis by Origination Year Prior to 2022 4,912 2,622
Amortized Cost - Revolving Loans 384,267 406,985
Amortized Cost - Revolving Loans Converted to Term Loans 60 815
Total Loans 470,180 495,430
Commercial and Industrial Portfolio [Member] | Agriculture [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 383 2,464
Amortized Cost Basis by Origination Year 2025 1,413  
Amortized Cost Basis by Origination Year 2023 160 71
Amortized Cost Basis by Origination Year 2022 44 35
Amortized Cost Basis by Origination Year Prior to 2022 52  
Amortized Cost - Revolving Loans 4,287 5,374
Total Loans 6,339 7,944
Commercial and Industrial Portfolio [Member] | Agriculture [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 124 1,000
Amortized Cost Basis by Origination Year 2025 174 333
Amortized Cost Basis by Origination Year 2024 297 223
Amortized Cost Basis by Origination Year 2023 119 502
Amortized Cost Basis by Origination Year 2022 99  
Amortized Cost Basis by Origination Year Prior to 2022 528 558
Amortized Cost - Revolving Loans 11,871 14,370
Amortized Cost - Revolving Loans Converted to Term Loans 419  
Total Loans 13,631 16,986
Commercial and Industrial Portfolio [Member] | Agriculture [Member] | Doubtful [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 500  
Amortized Cost - Revolving Loans Converted to Term Loans   1,443
Total Loans 500 1,443
Commercial and Industrial Portfolio [Member] | NDFIs [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 39,118 130,392
Amortized Cost Basis by Origination Year 2025 190,987 286,076
Amortized Cost Basis by Origination Year 2024 282,494 368,137
Amortized Cost Basis by Origination Year 2023 360,651 86,436
Amortized Cost Basis by Origination Year 2022 60,399 12,136
Amortized Cost Basis by Origination Year Prior to 2022 27,655 29,406
Amortized Cost - Revolving Loans 1,674,758 1,517,283
Amortized Cost - Revolving Loans Converted to Term Loans   271
Total Loans 2,636,062 2,430,137
Commercial and Industrial Portfolio [Member] | NDFIs [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 39,118 129,859
Amortized Cost Basis by Origination Year 2025 190,605 277,053
Amortized Cost Basis by Origination Year 2024 274,405 364,738
Amortized Cost Basis by Origination Year 2023 357,842 82,934
Amortized Cost Basis by Origination Year 2022 57,247 11,470
Amortized Cost Basis by Origination Year Prior to 2022 27,160 29,289
Amortized Cost - Revolving Loans 1,642,072 1,489,473
Amortized Cost - Revolving Loans Converted to Term Loans   221
Total Loans 2,588,449 2,385,037
Commercial and Industrial Portfolio [Member] | NDFIs [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2022   2
Amortized Cost - Revolving Loans 32,686 27,810
Amortized Cost - Revolving Loans Converted to Term Loans   50
Total Loans 32,686 27,862
Commercial and Industrial Portfolio [Member] | NDFIs [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   533
Amortized Cost Basis by Origination Year 2025 382 9,023
Amortized Cost Basis by Origination Year 2024 8,089 3,399
Amortized Cost Basis by Origination Year 2023 2,809 3,502
Amortized Cost Basis by Origination Year 2022 3,152 664
Amortized Cost Basis by Origination Year Prior to 2022 495 117
Total Loans 14,927 17,238
Specialty Lending Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 51,006 46,480
Amortized Cost Basis by Origination Year 2025 45,458 5,639
Amortized Cost Basis by Origination Year 2024 5,528  
Amortized Cost Basis by Origination Year 2023   5,801
Amortized Cost Basis by Origination Year 2022 5,407 25,763
Amortized Cost Basis by Origination Year Prior to 2022 46,864 22,632
Amortized Cost - Revolving Loans 491,764 411,922
Total Loans 646,027 518,237
Specialty Lending Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 646,027 518,237
Specialty Lending Portfolio [Member] | Asset-based Lending [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 51,006 46,480
Amortized Cost Basis by Origination Year 2025 45,458 5,639
Amortized Cost Basis by Origination Year 2024 5,528  
Amortized Cost Basis by Origination Year 2023   5,801
Amortized Cost Basis by Origination Year 2022 5,407 25,763
Amortized Cost Basis by Origination Year Prior to 2022 46,864 22,632
Amortized Cost - Revolving Loans 491,764 411,922
Total Loans 646,027 518,237
Specialty Lending Portfolio [Member] | Asset-based Lending [Member] | In Margin    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 646,027 518,237
Commercial Real Estate Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 1,280,439 4,579,160
Amortized Cost Basis by Origination Year 2025 4,202,128 2,319,120
Amortized Cost Basis by Origination Year 2024 2,334,806 2,423,763
Amortized Cost Basis by Origination Year 2023 2,111,109 3,033,066
Amortized Cost Basis by Origination Year 2022 2,946,474 2,091,580
Amortized Cost Basis by Origination Year Prior to 2022 3,501,095 1,737,343
Amortized Cost - Revolving Loans 250,982 191,078
Amortized Cost - Revolving Loans Converted to Term Loans 37 1,129
Total Loans 16,627,070 16,376,239
Commercial Real Estate Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 16,554,028 16,264,615
Commercial Real Estate Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 73,042 111,624
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 272,512 1,151,075
Amortized Cost Basis by Origination Year 2025 1,130,699 529,761
Amortized Cost Basis by Origination Year 2024 594,932 599,178
Amortized Cost Basis by Origination Year 2023 553,366 955,385
Amortized Cost Basis by Origination Year 2022 938,003 775,378
Amortized Cost Basis by Origination Year Prior to 2022 1,396,518 724,775
Amortized Cost - Revolving Loans 46,285 39,505
Total Loans 4,932,315 4,775,057
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 219,452 1,135,389
Amortized Cost Basis by Origination Year 2025 1,109,580 489,616
Amortized Cost Basis by Origination Year 2024 592,413 529,515
Amortized Cost Basis by Origination Year 2023 508,506 904,187
Amortized Cost Basis by Origination Year 2022 886,752 751,944
Amortized Cost Basis by Origination Year Prior to 2022 1,328,977 681,592
Amortized Cost - Revolving Loans 45,920 39,385
Total Loans 4,691,600 4,531,628
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 47,975 4,148
Amortized Cost Basis by Origination Year 2025 4,092 37,092
Amortized Cost Basis by Origination Year 2024   19,605
Amortized Cost Basis by Origination Year 2023 684 30,991
Amortized Cost Basis by Origination Year 2022 28,202 11,892
Amortized Cost Basis by Origination Year Prior to 2022 42,032 27,290
Amortized Cost - Revolving Loans 115 120
Total Loans 123,100 131,138
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 5,085 11,538
Amortized Cost Basis by Origination Year 2025 17,027 3,053
Amortized Cost Basis by Origination Year 2024 2,519 50,058
Amortized Cost Basis by Origination Year 2023 44,176 20,207
Amortized Cost Basis by Origination Year 2022 23,049 11,542
Amortized Cost Basis by Origination Year Prior to 2022 25,509 15,893
Amortized Cost - Revolving Loans 250  
Total Loans 117,615 112,291
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 486,814 1,664,285
Amortized Cost Basis by Origination Year 2025 1,629,000 656,031
Amortized Cost Basis by Origination Year 2024 693,463 847,458
Amortized Cost Basis by Origination Year 2023 682,722 1,018,831
Amortized Cost Basis by Origination Year 2022 994,330 769,616
Amortized Cost Basis by Origination Year Prior to 2022 1,310,146 736,502
Amortized Cost - Revolving Loans 41,608 41,093
Amortized Cost - Revolving Loans Converted to Term Loans   1,054
Total Loans 5,838,083 5,734,870
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 476,564 1,619,478
Amortized Cost Basis by Origination Year 2025 1,593,597 652,107
Amortized Cost Basis by Origination Year 2024 689,553 827,493
Amortized Cost Basis by Origination Year 2023 659,208 974,293
Amortized Cost Basis by Origination Year 2022 957,239 749,272
Amortized Cost Basis by Origination Year Prior to 2022 1,273,746 716,905
Amortized Cost - Revolving Loans 36,646 36,134
Amortized Cost - Revolving Loans Converted to Term Loans   1,054
Total Loans 5,686,553 5,576,736
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 2,140 23,339
Amortized Cost Basis by Origination Year 2025 23,348 1,950
Amortized Cost Basis by Origination Year 2024 1,924  
Amortized Cost Basis by Origination Year 2023 16,508 19,994
Amortized Cost Basis by Origination Year 2022 7,676 745
Amortized Cost Basis by Origination Year Prior to 2022 9,284 12,307
Total Loans 60,880 58,335
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 8,110 21,468
Amortized Cost Basis by Origination Year 2025 12,055 1,974
Amortized Cost Basis by Origination Year 2024 1,986 7,013
Amortized Cost Basis by Origination Year 2023 7,002 17,856
Amortized Cost Basis by Origination Year 2022 29,415 19,599
Amortized Cost Basis by Origination Year Prior to 2022 27,116 7,290
Amortized Cost - Revolving Loans 4,962 4,959
Total Loans 90,646 80,159
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member] | Doubtful [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2024   12,952
Amortized Cost Basis by Origination Year 2023 4 6,688
Total Loans 4 19,640
Commercial Real Estate Portfolio [Member] | Farmland [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 27,169 258,796
Amortized Cost Basis by Origination Year 2025 274,103 74,542
Amortized Cost Basis by Origination Year 2024 72,016 85,814
Amortized Cost Basis by Origination Year 2023 81,613 131,009
Amortized Cost Basis by Origination Year 2022 120,284 83,613
Amortized Cost Basis by Origination Year Prior to 2022 230,060 163,318
Amortized Cost - Revolving Loans 45,813 66,403
Amortized Cost - Revolving Loans Converted to Term Loans   75
Total Loans 851,058 863,570
Commercial Real Estate Portfolio [Member] | Farmland [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 24,816 230,559
Amortized Cost Basis by Origination Year 2025 241,285 67,852
Amortized Cost Basis by Origination Year 2024 64,835 65,697
Amortized Cost Basis by Origination Year 2023 61,873 116,281
Amortized Cost Basis by Origination Year 2022 105,761 80,909
Amortized Cost Basis by Origination Year Prior to 2022 188,096 124,702
Amortized Cost - Revolving Loans 44,750 65,013
Amortized Cost - Revolving Loans Converted to Term Loans   75
Total Loans 731,416 751,088
Commercial Real Estate Portfolio [Member] | Farmland [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 1,634 18,101
Amortized Cost Basis by Origination Year 2025 23,809 342
Amortized Cost Basis by Origination Year 2024 888  
Amortized Cost Basis by Origination Year 2023   115
Amortized Cost Basis by Origination Year 2022 113 120
Amortized Cost Basis by Origination Year Prior to 2022 1,989 1,869
Total Loans 28,433 20,547
Commercial Real Estate Portfolio [Member] | Farmland [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 719 10,136
Amortized Cost Basis by Origination Year 2025 9,009 6,348
Amortized Cost Basis by Origination Year 2024 6,293 20,117
Amortized Cost Basis by Origination Year 2023 19,740 14,613
Amortized Cost Basis by Origination Year 2022 14,410 2,584
Amortized Cost Basis by Origination Year Prior to 2022 39,975 36,747
Amortized Cost - Revolving Loans 1,063 1,390
Total Loans 91,209 91,935
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 175,875 329,902
Amortized Cost Basis by Origination Year 2025 205,422 179,107
Amortized Cost Basis by Origination Year 2024 194,712 171,945
Amortized Cost Basis by Origination Year 2023 169,618 554,125
Amortized Cost Basis by Origination Year 2022 509,376 434,660
Amortized Cost Basis by Origination Year Prior to 2022 523,346 96,475
Amortized Cost - Revolving Loans 10,198 10,441
Total Loans 1,788,547 1,776,655
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 175,875 329,902
Amortized Cost Basis by Origination Year 2025 205,422 179,107
Amortized Cost Basis by Origination Year 2024 194,405 157,535
Amortized Cost Basis by Origination Year 2023 113,380 543,003
Amortized Cost Basis by Origination Year 2022 498,243 426,213
Amortized Cost Basis by Origination Year Prior to 2022 515,373 96,282
Amortized Cost - Revolving Loans 10,198 10,441
Total Loans 1,712,896 1,742,483
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2024   238
Amortized Cost Basis by Origination Year 2023 38,068 2,891
Amortized Cost Basis by Origination Year 2022 2,178 8,447
Amortized Cost Basis by Origination Year Prior to 2022 7,973 193
Total Loans 48,219 11,769
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2024 307 14,172
Amortized Cost Basis by Origination Year 2023 18,170 8,231
Amortized Cost Basis by Origination Year 2022 8,955  
Total Loans 27,432 22,403
Commercial Real Estate Portfolio [Member] | 1-4 Family Construction [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 27,446 75,849
Amortized Cost Basis by Origination Year 2025 53,800 11,564
Amortized Cost Basis by Origination Year 2024 2,036 240
Amortized Cost Basis by Origination Year 2023 239 520
Amortized Cost Basis by Origination Year 2022 518  
Amortized Cost - Revolving Loans 3,574 1,301
Total Loans 87,613 89,474
Commercial Real Estate Portfolio [Member] | 1-4 Family Construction [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 27,446 74,900
Amortized Cost Basis by Origination Year 2025 52,853 11,104
Amortized Cost Basis by Origination Year 2024 1,578  
Amortized Cost Basis by Origination Year 2023   520
Amortized Cost Basis by Origination Year 2022 518  
Amortized Cost - Revolving Loans 3,574 1,301
Total Loans 85,969 87,825
Commercial Real Estate Portfolio [Member] | 1-4 Family Construction [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   949
Amortized Cost Basis by Origination Year 2025 947 460
Amortized Cost Basis by Origination Year 2024 458 240
Amortized Cost Basis by Origination Year 2023 239  
Total Loans 1,644 1,649
Commercial Real Estate Portfolio [Member] | General Construction [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 290,623 1,099,253
Amortized Cost Basis by Origination Year 2025 909,104 868,115
Amortized Cost Basis by Origination Year 2024 777,647 719,128
Amortized Cost Basis by Origination Year 2023 623,551 373,196
Amortized Cost Basis by Origination Year 2022 383,963 28,313
Amortized Cost Basis by Origination Year Prior to 2022 41,025 16,273
Amortized Cost - Revolving Loans 103,504 32,335
Amortized Cost - Revolving Loans Converted to Term Loans 37  
Total Loans 3,129,454 3,136,613
Commercial Real Estate Portfolio [Member] | General Construction [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 288,830 1,078,840
Amortized Cost Basis by Origination Year 2025 893,824 865,015
Amortized Cost Basis by Origination Year 2024 774,737 684,507
Amortized Cost Basis by Origination Year 2023 588,032 333,717
Amortized Cost Basis by Origination Year 2022 345,428 23,062
Amortized Cost Basis by Origination Year Prior to 2022 28,037 14,951
Amortized Cost - Revolving Loans 96,254 25,085
Amortized Cost - Revolving Loans Converted to Term Loans 37  
Total Loans 3,015,179 3,025,177
Commercial Real Estate Portfolio [Member] | General Construction [Member] | Special Mention [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   14,579
Amortized Cost Basis by Origination Year 2025 14,574 3,100
Amortized Cost Basis by Origination Year 2024 2,910 128
Amortized Cost Basis by Origination Year 2023   18,919
Amortized Cost Basis by Origination Year 2022 18,916 1,903
Amortized Cost Basis by Origination Year Prior to 2022 1,882 29
Total Loans 38,282 38,658
Commercial Real Estate Portfolio [Member] | General Construction [Member] | Substandard [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 1,793 5,732
Amortized Cost Basis by Origination Year 2025 605  
Amortized Cost Basis by Origination Year 2024   34,493
Amortized Cost Basis by Origination Year 2023 35,519 20,560
Amortized Cost Basis by Origination Year 2022 19,619 3,348
Amortized Cost Basis by Origination Year Prior to 2022 11,106 1,293
Amortized Cost - Revolving Loans 7,250 7,250
Total Loans 75,892 72,676
Commercial Real Estate Portfolio [Member] | General Construction [Member] | Doubtful [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   102
Amortized Cost Basis by Origination Year 2025 101  
Total Loans 101 102
Consumer Real Estate Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 169,007 676,539
Amortized Cost Basis by Origination Year 2025 622,055 399,776
Amortized Cost Basis by Origination Year 2024 370,041 384,373
Amortized Cost Basis by Origination Year 2023 367,936 662,168
Amortized Cost Basis by Origination Year 2022 638,387 753,733
Amortized Cost Basis by Origination Year Prior to 2022 1,544,976 844,402
Amortized Cost - Revolving Loans 712,907 710,133
Amortized Cost - Revolving Loans Converted to Term Loans 4,419 5,344
Total Loans 4,429,728 4,436,468
Consumer Real Estate Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 4,386,994 4,395,863
Consumer Real Estate Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 42,734 40,605
Consumer Real Estate Portfolio [Member] | HELOC [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 608 2,748
Amortized Cost Basis by Origination Year 2025 743 399
Amortized Cost Basis by Origination Year 2024 393 756
Amortized Cost Basis by Origination Year 2023 1,718 2,075
Amortized Cost Basis by Origination Year 2022 2,555 577
Amortized Cost Basis by Origination Year Prior to 2022 8,562 7,784
Amortized Cost - Revolving Loans 700,318 698,503
Amortized Cost - Revolving Loans Converted to Term Loans 4,329 5,331
Total Loans 719,226 718,173
Consumer Real Estate Portfolio [Member] | HELOC [Member] | Performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 608 2,736
Amortized Cost Basis by Origination Year 2025 731 87
Amortized Cost Basis by Origination Year 2024 87 407
Amortized Cost Basis by Origination Year 2023 1,006 1,343
Amortized Cost Basis by Origination Year 2022 1,693 324
Amortized Cost Basis by Origination Year Prior to 2022 6,526 5,979
Amortized Cost - Revolving Loans 700,053 697,853
Amortized Cost - Revolving Loans Converted to Term Loans 3,300 4,358
Total Loans 714,004 713,087
Consumer Real Estate Portfolio [Member] | HELOC [Member] | Non-performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   12
Amortized Cost Basis by Origination Year 2025 12 312
Amortized Cost Basis by Origination Year 2024 306 349
Amortized Cost Basis by Origination Year 2023 712 732
Amortized Cost Basis by Origination Year 2022 862 253
Amortized Cost Basis by Origination Year Prior to 2022 2,036 1,805
Amortized Cost - Revolving Loans 265 650
Amortized Cost - Revolving Loans Converted to Term Loans 1,029 973
Total Loans 5,222 5,086
Consumer Real Estate Portfolio [Member] | First Lien: 1-4 Family [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 164,414 653,333
Amortized Cost Basis by Origination Year 2025 602,689 368,156
Amortized Cost Basis by Origination Year 2024 341,374 364,405
Amortized Cost Basis by Origination Year 2023 347,866 631,555
Amortized Cost Basis by Origination Year 2022 608,389 735,751
Amortized Cost Basis by Origination Year Prior to 2022 1,513,971 830,570
Amortized Cost - Revolving Loans 6,914 6,864
Amortized Cost - Revolving Loans Converted to Term Loans 90 13
Total Loans 3,585,707 3,590,647
Consumer Real Estate Portfolio [Member] | First Lien: 1-4 Family [Member] | Performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 164,306 608,545
Amortized Cost Basis by Origination Year 2025 601,150 367,915
Amortized Cost Basis by Origination Year 2024 340,836 359,419
Amortized Cost Basis by Origination Year 2023 342,779 624,670
Amortized Cost Basis by Origination Year 2022 601,532 732,306
Amortized Cost Basis by Origination Year Prior to 2022 1,504,128 824,314
Amortized Cost - Revolving Loans 6,914 6,864
Amortized Cost - Revolving Loans Converted to Term Loans 90 13
Total Loans 3,561,735 3,524,046
Consumer Real Estate Portfolio [Member] | First Lien: 1-4 Family [Member] | Non-performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 108 44,788
Amortized Cost Basis by Origination Year 2025 1,539 241
Amortized Cost Basis by Origination Year 2024 538 4,986
Amortized Cost Basis by Origination Year 2023 5,087 6,885
Amortized Cost Basis by Origination Year 2022 6,857 3,445
Amortized Cost Basis by Origination Year Prior to 2022 9,843 6,256
Total Loans 23,972 66,601
Consumer Real Estate Portfolio [Member] | Junior Lien: 1-4 Family [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 3,985 20,458
Amortized Cost Basis by Origination Year 2025 18,623 31,221
Amortized Cost Basis by Origination Year 2024 28,274 19,212
Amortized Cost Basis by Origination Year 2023 18,352 28,538
Amortized Cost Basis by Origination Year 2022 27,443 17,405
Amortized Cost Basis by Origination Year Prior to 2022 22,443 6,048
Amortized Cost - Revolving Loans 5,675 4,766
Total Loans 124,795 127,648
Consumer Real Estate Portfolio [Member] | Junior Lien: 1-4 Family [Member] | Performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 3,985 20,419
Amortized Cost Basis by Origination Year 2025 18,623 30,975
Amortized Cost Basis by Origination Year 2024 27,987 19,202
Amortized Cost Basis by Origination Year 2023 18,291 28,417
Amortized Cost Basis by Origination Year 2022 27,326 17,324
Amortized Cost Basis by Origination Year Prior to 2022 22,117 5,974
Amortized Cost - Revolving Loans 5,675 4,766
Total Loans 124,004 127,077
Consumer Real Estate Portfolio [Member] | Junior Lien: 1-4 Family [Member] | Non-performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   39
Amortized Cost Basis by Origination Year 2025   246
Amortized Cost Basis by Origination Year 2024 287 10
Amortized Cost Basis by Origination Year 2023 61 121
Amortized Cost Basis by Origination Year 2022 117 81
Amortized Cost Basis by Origination Year Prior to 2022 326 74
Total Loans 791 571
Consumer Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 5,577 22,571
Amortized Cost Basis by Origination Year 2025 19,363 18,523
Amortized Cost Basis by Origination Year 2024 16,247 13,280
Amortized Cost Basis by Origination Year 2023 11,378 11,273
Amortized Cost Basis by Origination Year 2022 9,963 1,995
Amortized Cost Basis by Origination Year Prior to 2022 3,267 2,046
Amortized Cost - Revolving Loans 167,438 169,021
Amortized Cost - Revolving Loans Converted to Term Loans 2,749 102
Total Loans 235,982 238,811
Consumer Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 230,085 232,108
Consumer Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 5,897 6,703
Consumer Portfolio [Member] | Revolving Line [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   1,485
Amortized Cost Basis by Origination Year 2025 1,485 34
Amortized Cost Basis by Origination Year 2024 34 23
Amortized Cost Basis by Origination Year 2023 22 49
Amortized Cost Basis by Origination Year 2022 48 24
Amortized Cost Basis by Origination Year Prior to 2022 595 526
Amortized Cost - Revolving Loans 147,111 160,454
Amortized Cost - Revolving Loans Converted to Term Loans 2,749 102
Total Loans 152,044 162,697
Consumer Portfolio [Member] | Revolving Line [Member] | Performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   1,485
Amortized Cost Basis by Origination Year 2025 1,485 34
Amortized Cost Basis by Origination Year 2024 34 23
Amortized Cost Basis by Origination Year 2023 22 47
Amortized Cost Basis by Origination Year 2022 47 24
Amortized Cost Basis by Origination Year Prior to 2022 593 525
Amortized Cost - Revolving Loans 147,104 159,834
Amortized Cost - Revolving Loans Converted to Term Loans 2,732 99
Total Loans 152,017 162,071
Consumer Portfolio [Member] | Revolving Line [Member] | Non-performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2023   2
Amortized Cost Basis by Origination Year 2022 1  
Amortized Cost Basis by Origination Year Prior to 2022 2 1
Amortized Cost - Revolving Loans 7 620
Amortized Cost - Revolving Loans Converted to Term Loans 17 3
Total Loans 27 626
Consumer Portfolio [Member] | Auto [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 2,427 8,179
Amortized Cost Basis by Origination Year 2025 7,166 7,292
Amortized Cost Basis by Origination Year 2024 6,322 9,743
Amortized Cost Basis by Origination Year 2023 8,319 5,307
Amortized Cost Basis by Origination Year 2022 4,283 1,118
Amortized Cost Basis by Origination Year Prior to 2022 876 248
Total Loans 29,393 31,887
Consumer Portfolio [Member] | Auto [Member] | Performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 2,427 8,179
Amortized Cost Basis by Origination Year 2025 7,166 7,292
Amortized Cost Basis by Origination Year 2024 6,322 9,725
Amortized Cost Basis by Origination Year 2023 8,319 5,290
Amortized Cost Basis by Origination Year 2022 4,245 1,109
Amortized Cost Basis by Origination Year Prior to 2022 871 248
Total Loans 29,350 31,843
Consumer Portfolio [Member] | Auto [Member] | Non-performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2024   18
Amortized Cost Basis by Origination Year 2023   17
Amortized Cost Basis by Origination Year 2022 38 9
Amortized Cost Basis by Origination Year Prior to 2022 5  
Total Loans 43 44
Consumer Portfolio [Member] | Other [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 3,150 12,907
Amortized Cost Basis by Origination Year 2025 10,712 11,197
Amortized Cost Basis by Origination Year 2024 9,891 3,514
Amortized Cost Basis by Origination Year 2023 3,037 5,917
Amortized Cost Basis by Origination Year 2022 5,632 853
Amortized Cost Basis by Origination Year Prior to 2022 1,796 1,272
Amortized Cost - Revolving Loans 20,327 8,567
Total Loans 54,545 44,227
Consumer Portfolio [Member] | Other [Member] | Performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 3,150 12,905
Amortized Cost Basis by Origination Year 2025 10,709 11,161
Amortized Cost Basis by Origination Year 2024 9,872 3,514
Amortized Cost Basis by Origination Year 2023 3,037 5,893
Amortized Cost Basis by Origination Year 2022 5,613 849
Amortized Cost Basis by Origination Year Prior to 2022 1,770 1,245
Amortized Cost - Revolving Loans 20,327 8,567
Total Loans 54,478 44,134
Consumer Portfolio [Member] | Other [Member] | Non-performing [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026   2
Amortized Cost Basis by Origination Year 2025 3 36
Amortized Cost Basis by Origination Year 2024 19  
Amortized Cost Basis by Origination Year 2023   24
Amortized Cost Basis by Origination Year 2022 19 4
Amortized Cost Basis by Origination Year Prior to 2022 26 27
Total Loans 67 93
Credit Cards Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 717,831 700,733
Total Loans 717,831 700,733
Credit Cards Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 697,857 684,526
Credit Cards Portfolio [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 19,974 16,207
Credit Cards Portfolio [Member] | Consumer [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 341,393 347,749
Total Loans 341,393 347,749
Credit Cards Portfolio [Member] | Consumer [Member] | Cycle Past Due 61 to 90 Days [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 825 1,084
Credit Cards Portfolio [Member] | Consumer [Member] | Cycle Past Due 91 to 120 Days [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 813 848
Credit Cards Portfolio [Member] | Consumer [Member] | Cycle Past Due 121 to 150 Days [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 679 805
Credit Cards Portfolio [Member] | Consumer [Member] | Cycle Past Due 151 to 180 Days [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 657 766
Credit Cards Portfolio [Member] | Consumer [Member] | Transactor Accounts [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 122,494 123,445
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, Less than 600 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 12,922 13,123
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 600-619 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 6,657 7,127
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 620-639 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 11,911 12,243
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 640-659 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 19,360 19,679
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 660-679 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 20,322 20,261
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 680-699 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 22,516 22,814
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 700-719 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 24,366 25,385
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 720-739 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 21,141 22,547
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 740-759 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 20,345 19,838
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 760-779 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 19,859 19,864
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 780-799 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 18,143 18,774
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 800-819 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 11,588 11,782
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 820-839 [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 5,551 6,151
Credit Cards Portfolio [Member] | Consumer [Member] | Revolver Accounts | Credit Score, 840+ [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 1,244 1,213
Credit Cards Portfolio [Member] | Commercial [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost - Revolving Loans 376,438 352,984
Total Loans 376,438 352,984
Credit Cards Portfolio [Member] | Commercial [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 347,195 330,585
Credit Cards Portfolio [Member] | Commercial [Member] | Total Past Due [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 29,243 22,399
Leases and Other Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 22,966 181,160
Amortized Cost Basis by Origination Year 2025 166,465 16,408
Amortized Cost Basis by Origination Year 2024 17,497 8,588
Amortized Cost Basis by Origination Year 2023 7,386 8,713
Amortized Cost Basis by Origination Year 2022 7,721 7,344
Amortized Cost Basis by Origination Year Prior to 2022 12,902 2,885
Amortized Cost - Revolving Loans 173,986 13,302
Total Loans 408,923 238,400
Leases and Other Portfolio [Member] | Current [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 408,923 238,400
Leases and Other Portfolio [Member] | Leases [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year Prior to 2022 1,186 1,214
Total Loans 1,186 1,214
Leases and Other Portfolio [Member] | Leases [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 1,186 1,214
Leases and Other Portfolio [Member] | Other [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Amortized Cost Basis by Origination Year 2026 22,966 181,160
Amortized Cost Basis by Origination Year 2025 166,465 16,408
Amortized Cost Basis by Origination Year 2024 17,497 8,588
Amortized Cost Basis by Origination Year 2023 7,386 8,713
Amortized Cost Basis by Origination Year 2022 7,721 7,344
Amortized Cost Basis by Origination Year Prior to 2022 11,716 1,671
Amortized Cost - Revolving Loans 173,986 13,302
Total Loans 407,737 237,186
Leases and Other Portfolio [Member] | Other [Member] | Pass [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 407,737 237,186
Consumer Cycle Delinquency [Member] | Credit Cards Portfolio [Member] | Consumer [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans 2,974 3,503
Consumer Credit Score [Member] | Credit Cards Portfolio [Member]    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans $ 338,419 $ 344,246
v3.26.1
Loans and Allowance for Credit Losses - Rollforward of Allowance for Credit/Loan Losses by Portfolio Segment (Detail) - USD ($)
3 Months Ended
Jan. 31, 2025
Mar. 31, 2026
Mar. 31, 2025
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   $ 421,162,000 $ 261,734,000
PCD allowance for credit loss at acquisition $ 85,299,000   62,126,000
Charge-offs   (21,587,000) (36,967,000)
Recoveries   2,658,000 1,095,000
Provision   27,000,000 85,500,000
Ending balance - ACL   429,233,000 373,488,000
Beginning balance - ACL on off-balance sheet   5,721,000 4,138,000
Initial allowance for credit loss at acquisition     3,583,000
Provision   0 500,000
Ending balance - ACL on off-balance sheet   5,721,000 8,221,000
Commercial and Industrial Portfolio [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   240,324,000 161,553,000
PCD allowance for credit loss at acquisition     35,143,000
Charge-offs   (3,349,000) (25,996,000)
Recoveries   1,090,000 69,000
Provision   14,604,000 21,986,000
Ending balance - ACL   252,669,000 192,755,000
Beginning balance - ACL on off-balance sheet   2,886,000 2,234,000
Initial allowance for credit loss at acquisition     2,166,000
Provision   979,000 1,135,000
Ending balance - ACL on off-balance sheet   3,865,000 5,535,000
Commercial Real Estate Portfolio [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   151,060,000 77,340,000
PCD allowance for credit loss at acquisition     26,764,000
Charge-offs   (10,764,000) (2,324,000)
Recoveries   3,000  
Provision   6,136,000 47,565,000
Ending balance - ACL   146,435,000 149,345,000
Beginning balance - ACL on off-balance sheet   2,548,000 1,741,000
Initial allowance for credit loss at acquisition     1,192,000
Provision   (940,000) (521,000)
Ending balance - ACL on off-balance sheet   1,608,000 2,412,000
Consumer Real Estate Portfolio [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   6,938,000 4,327,000
PCD allowance for credit loss at acquisition     206,000
Charge-offs   (513,000) (1,229,000)
Recoveries   19,000 16,000
Provision   (1,310,000) 1,478,000
Ending balance - ACL   5,134,000 4,798,000
Beginning balance - ACL on off-balance sheet   154,000 70,000
Initial allowance for credit loss at acquisition     63,000
Provision   (38,000) 5,000
Ending balance - ACL on off-balance sheet   116,000 138,000
Consumer Portfolio [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   1,387,000 966,000
PCD allowance for credit loss at acquisition     13,000
Charge-offs   (1,085,000) (742,000)
Recoveries   299,000 119,000
Provision   718,000 1,132,000
Ending balance - ACL   1,319,000 1,488,000
Beginning balance - ACL on off-balance sheet   91,000 16,000
Initial allowance for credit loss at acquisition     41,000
Provision   (14,000) 34,000
Ending balance - ACL on off-balance sheet   77,000 91,000
Credit Cards Portfolio [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   18,042,000 14,272,000
Charge-offs   (5,876,000) (6,676,000)
Recoveries   1,227,000 891,000
Provision   5,138,000 11,508,000
Ending balance - ACL   18,531,000 19,995,000
Leases and Other Portfolio [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   1,727,000 631,000
Recoveries   20,000  
Provision   41,000 (90,000)
Ending balance - ACL   1,788,000 541,000
Beginning balance - ACL on off-balance sheet   27,000 63,000
Initial allowance for credit loss at acquisition     114,000
Provision   4,000 (142,000)
Ending balance - ACL on off-balance sheet   31,000 35,000
Total - Loans [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   419,478,000 259,089,000
PCD allowance for credit loss at acquisition     62,126,000
Charge-offs   (21,587,000) (36,967,000)
Recoveries   2,658,000 1,095,000
Provision   25,327,000 83,579,000
Ending balance - ACL   425,876,000 368,922,000
Beginning balance - ACL on off-balance sheet   5,706,000 4,124,000
Initial allowance for credit loss at acquisition     3,576,000
Provision   (9,000) 511,000
Ending balance - ACL on off-balance sheet   5,697,000 8,211,000
HTM [Member]      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Beginning balance   1,684,000 2,645,000
Provision   1,673,000 1,921,000
Ending balance - ACL   3,357,000 4,566,000
Beginning balance - ACL on off-balance sheet   15,000 14,000
Initial allowance for credit loss at acquisition     7,000
Provision   9,000 (11,000)
Ending balance - ACL on off-balance sheet   $ 24,000 $ 10,000
v3.26.1
Loans and Allowance for Credit Losses - Summary of Amortized Cost Balance of Financial Assets (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans $ 40,134,325 $ 38,779,408    
Related Allowance for Credit Losses 429,233 421,162 $ 373,488 $ 261,734
Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 150,800 144,301    
Related Allowance for Credit Losses 30,844 23,127    
Amortized Cost of Collateral Dependent Assets with no related Allowance 76,428 76,424    
Commercial and Industrial Portfolio [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 17,068,764 16,270,520    
Related Allowance for Credit Losses 252,669 240,324 192,755 161,553
Commercial and Industrial Portfolio [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 55,975 26,633    
Related Allowance for Credit Losses 19,879 11,428    
Amortized Cost of Collateral Dependent Assets with no related Allowance 12,640 10,870    
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 13,930,909 13,301,203    
Commercial and Industrial Portfolio [Member] | Equipment/Accounts Receivable/Inventory [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 53,449 23,594    
Related Allowance for Credit Losses 18,535 10,741    
Amortized Cost of Collateral Dependent Assets with no related Allowance 11,458 9,274    
Commercial and Industrial Portfolio [Member] | Agriculture [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 490,650 521,803    
Commercial and Industrial Portfolio [Member] | Agriculture [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 1,681 2,186    
Related Allowance for Credit Losses 500 687    
Amortized Cost of Collateral Dependent Assets with no related Allowance 1,181 743    
Commercial and Industrial Portfolio [Member] | NDFIs [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 2,636,062 2,430,137    
Commercial and Industrial Portfolio [Member] | NDFIs [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 845 853    
Related Allowance for Credit Losses 844      
Amortized Cost of Collateral Dependent Assets with no related Allowance 1 853    
Specialty Lending Portfolio [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 646,027 518,237    
Specialty Lending Portfolio [Member] | Asset-based Lending [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 646,027 518,237    
Commercial Real Estate Portfolio [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 16,627,070 16,376,239    
Related Allowance for Credit Losses 146,435 151,060 149,345 77,340
Commercial Real Estate Portfolio [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 63,575 86,981    
Related Allowance for Credit Losses 10,913 11,494    
Amortized Cost of Collateral Dependent Assets with no related Allowance 33,547 36,116    
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 4,932,315 4,775,057    
Commercial Real Estate Portfolio [Member] | Owner-occupied [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 16,496 10,905    
Related Allowance for Credit Losses 6,427 2,240    
Amortized Cost of Collateral Dependent Assets with no related Allowance 10,069 3,746    
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 5,838,083 5,734,870    
Commercial Real Estate Portfolio [Member] | Non-owner-occupied [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 28,907 50,955    
Related Allowance for Credit Losses 4,486 9,093    
Amortized Cost of Collateral Dependent Assets with no related Allowance 5,306 8,957    
Commercial Real Estate Portfolio [Member] | Farmland [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 851,058 863,570    
Commercial Real Estate Portfolio [Member] | Farmland [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 3,655 3,389    
Amortized Cost of Collateral Dependent Assets with no related Allowance 3,655 3,389    
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 1,788,547 1,776,655    
Commercial Real Estate Portfolio [Member] | 5+ Multi-family [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 14,324 14,324    
Amortized Cost of Collateral Dependent Assets with no related Allowance 14,324 14,324    
Commercial Real Estate Portfolio [Member] | 1-4 Family Construction [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 87,613 89,474    
Commercial Real Estate Portfolio [Member] | General Construction [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 3,129,454 3,136,613    
Commercial Real Estate Portfolio [Member] | General Construction [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 193 7,408    
Related Allowance for Credit Losses   161    
Amortized Cost of Collateral Dependent Assets with no related Allowance 193 5,700    
Consumer Real Estate Portfolio [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 4,429,728 4,436,468    
Related Allowance for Credit Losses 5,134 6,938 4,798 4,327
Consumer Real Estate Portfolio [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 31,103 29,910    
Related Allowance for Credit Losses 52 205    
Amortized Cost of Collateral Dependent Assets with no related Allowance 30,094 28,661    
Consumer Real Estate Portfolio [Member] | HELOC [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 719,226 718,173    
Consumer Real Estate Portfolio [Member] | HELOC [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 5,421 5,319    
Amortized Cost of Collateral Dependent Assets with no related Allowance 5,421 5,319    
Consumer Real Estate Portfolio [Member] | First Lien: 1-4 Family [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 3,585,707 3,590,647    
Consumer Real Estate Portfolio [Member] | First Lien: 1-4 Family [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 24,827 23,969    
Related Allowance for Credit Losses 52 205    
Amortized Cost of Collateral Dependent Assets with no related Allowance 23,818 22,720    
Consumer Real Estate Portfolio [Member] | Junior Lien: 1-4 Family [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 124,795 127,648    
Consumer Real Estate Portfolio [Member] | Junior Lien: 1-4 Family [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 855 622    
Amortized Cost of Collateral Dependent Assets with no related Allowance 855 622    
Consumer Portfolio [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 235,982 238,811    
Related Allowance for Credit Losses 1,319 1,387 1,488 966
Consumer Portfolio [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 147 777    
Amortized Cost of Collateral Dependent Assets with no related Allowance 147 777    
Consumer Portfolio [Member] | Revolving Line [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 152,044 162,697    
Consumer Portfolio [Member] | Revolving Line [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 34 633    
Amortized Cost of Collateral Dependent Assets with no related Allowance 34 633    
Consumer Portfolio [Member] | Auto [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 29,393 31,887    
Consumer Portfolio [Member] | Auto [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 45 47    
Amortized Cost of Collateral Dependent Assets with no related Allowance 45 47    
Consumer Portfolio [Member] | Other [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 54,545 44,227    
Consumer Portfolio [Member] | Other [Member] | Collateral Dependent Assets [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 68 97    
Amortized Cost of Collateral Dependent Assets with no related Allowance 68 97    
Leases and Other Portfolio [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 408,923 238,400    
Related Allowance for Credit Losses 1,788 1,727 $ 541 $ 631
Leases and Other Portfolio [Member] | Leases [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans 1,186 1,214    
Leases and Other Portfolio [Member] | Other [Member]        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total Loans $ 407,737 $ 237,186    
v3.26.1
Securities - Securities Available for Sale (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost $ 14,037,520 $ 13,999,900
Gross Unrealized Gains 68,628 117,987
Gross Unrealized Losses (445,262) (408,746)
Fair Value 13,660,886 13,709,141
U.S. Treasury [Member]    
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost 2,252,751 2,301,248
Gross Unrealized Gains 8,082 20,008
Gross Unrealized Losses (3,120) (441)
Fair Value 2,257,713 2,320,815
U.S. Agencies [Member]    
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost 49,834 62,069
Gross Unrealized Gains 200 401
Gross Unrealized Losses (66) (100)
Fair Value 49,968 62,370
Mortgage-backed [Member]    
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost 8,589,349 8,427,197
Gross Unrealized Gains 42,549 71,827
Gross Unrealized Losses (344,025) (331,151)
Fair Value 8,287,873 8,167,873
State and political subdivisions [Member]    
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost 2,448,080 2,494,537
Gross Unrealized Gains 17,379 24,898
Gross Unrealized Losses (94,003) (72,847)
Fair Value 2,371,456 2,446,588
Corporates [Member]    
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost 142,631 180,854
Gross Unrealized Gains 267 349
Gross Unrealized Losses (3,217) (4,088)
Fair Value 139,681 177,115
Collateralized loan obligations [Member]    
Schedule of Available-for-sale Securities [Line Items]    
Amortized Cost 554,875 533,995
Gross Unrealized Gains 151 504
Gross Unrealized Losses (831) (119)
Fair Value $ 554,195 $ 534,380
v3.26.1
Securities - Summary of Contractual Maturity Information for Securities Available for Sale (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Investments, Debt and Equity Securities [Abstract]    
Due in 1 year or less, Amortized Cost $ 776,270  
Due after 1 year through 5 years, Amortized Cost 2,284,188  
Due after 5 years through 10 years, Amortized Cost 599,727  
Due after 10 years, Amortized Cost 1,787,986  
Total, Amortized Cost 5,448,171  
Mortgage-backed securities, Amortized Cost 8,589,349  
Amortized Cost 14,037,520 $ 13,999,900
Due in 1 year or less, Fair Value 777,228  
Due after 1 year through 5 years, Fair Value 2,279,354  
Due after 5 years through 10 years, Fair Value 589,950  
Due after 10 years, Fair Value 1,726,481  
Total, Fair Value 5,373,013  
Mortgage-backed securities, Fair Value 8,287,873  
Total securities available for sale, Fair Value $ 13,660,886 $ 13,709,141
v3.26.1
Securities - Additional Information (Detail) - USD ($)
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2022
Schedule of Trading Securities and Other Trading Assets [Line Items]        
Proceeds from sales of securities available for sale $ 51,771,000 $ 611,423,000    
Fair Value 13,660,886,000   $ 13,709,141,000  
Gross realized gains from securities 403,000 390,000    
Accrued interest on securities available for sale 74,500,000   82,900,000  
ACL related to AFS Securities 0   0  
Sales of securities held to maturity 0 0    
Amortized cost of available for sale securities transferred to held to maturity       $ 4,100,000,000
Fair value of available for sale securities transferred to held to maturity       $ 3,800,000,000
Gain (loss) on transfer of securities 0      
Unamortized unrealized loss 132,100,000   139,200,000  
Accrued interest on securities held to maturity 25,200,000   28,000,000  
Unrealized gain (loss) on trading securities (6,000) $ (15,000)    
Securities sold not yet purchased 8,300,000   4,100,000  
Securities held to maturity with an acquired fair value 5,172,564,000   5,250,465,000  
Other securities 685,590,000   676,300,000  
Collateral Pledged [Member] | U.S. Government and Other Public Deposit [Member]        
Schedule of Trading Securities and Other Trading Assets [Line Items]        
Pledged securities for deposits $ 12,700,000,000   $ 13,400,000,000  
v3.26.1
Securities - Schedule of Sales of Securities Available for Sale (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Investments, Debt and Equity Securities [Abstract]    
Proceeds from sales $ 51,771 $ 611,423
Gross realized gains $ 403 $ 390
v3.26.1
Securities - Gross Unrealized Losses and Fair Value of Investment Securities Available for Sale (Detail)
$ in Thousands
Mar. 31, 2026
USD ($)
Security
Dec. 31, 2025
USD ($)
Security
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security 796 264
Less than 12 months, Fair Value $ 3,537,971 $ 1,519,913
Less than 12 months, Unrealized Losses $ (36,868) $ (17,173)
12 months or more, Count | Security 1,727 2,096
12 months or more, Fair Value $ 3,651,505 $ 3,878,183
12 months or more, Unrealized Losses $ (408,394) $ (391,573)
Total Count | Security 2,523 2,360
Total Fair Value $ 7,189,476 $ 5,398,096
Total Unrealized Losses $ (445,262) $ (408,746)
U.S. Treasury [Member]    
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security 77 8
Less than 12 months, Fair Value $ 594,413 $ 72,013
Less than 12 months, Unrealized Losses $ (2,942) $ (88)
12 months or more, Count | Security 1 2
12 months or more, Fair Value $ 14,815 $ 30,234
12 months or more, Unrealized Losses $ (178) $ (353)
Total Count | Security 78 10
Total Fair Value $ 609,228 $ 102,247
Total Unrealized Losses $ (3,120) $ (441)
U.S. Agencies [Member]    
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security 1 1
Less than 12 months, Fair Value $ 7,569 $ 7,855
Less than 12 months, Unrealized Losses $ (66) $ (100)
Total Count | Security 1 1
Total Fair Value $ 7,569 $ 7,855
Total Unrealized Losses $ (66) $ (100)
Mortgage-backed [Member]    
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security 212 82
Less than 12 months, Fair Value $ 1,987,192 $ 757,160
Less than 12 months, Unrealized Losses $ (18,766) $ (5,682)
12 months or more, Count | Security 798 817
12 months or more, Fair Value $ 2,696,163 $ 2,871,729
12 months or more, Unrealized Losses $ (325,259) $ (325,469)
Total Count | Security 1,010 899
Total Fair Value $ 4,683,355 $ 3,628,889
Total Unrealized Losses $ (344,025) $ (331,151)
State and political subdivisions [Member]    
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security 474 152
Less than 12 months, Fair Value $ 631,510 $ 515,364
Less than 12 months, Unrealized Losses $ (14,306) $ (11,181)
12 months or more, Count | Security 837 1,142
12 months or more, Fair Value $ 806,914 $ 809,113
12 months or more, Unrealized Losses $ (79,697) $ (61,666)
Total Count | Security 1,311 1,294
Total Fair Value $ 1,438,424 $ 1,324,477
Total Unrealized Losses $ (94,003) $ (72,847)
Corporates [Member]    
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security   1
Less than 12 months, Fair Value   $ 2,990
Less than 12 months, Unrealized Losses   $ (10)
12 months or more, Count | Security 89 134
12 months or more, Fair Value $ 120,650 $ 164,108
12 months or more, Unrealized Losses $ (3,217) $ (4,078)
Total Count | Security 89 135
Total Fair Value $ 120,650 $ 167,098
Total Unrealized Losses $ (3,217) $ (4,088)
Collateralized loan obligations [Member]    
Gain (Loss) on Investments [Line Items]    
Less than 12 months, Count | Security 32 20
Less than 12 months, Fair Value $ 317,287 $ 164,531
Less than 12 months, Unrealized Losses $ (788) $ (112)
12 months or more, Count | Security 2 1
12 months or more, Fair Value $ 12,963 $ 2,999
12 months or more, Unrealized Losses $ (43) $ (7)
Total Count | Security 34 21
Total Fair Value $ 330,250 $ 167,530
Total Unrealized Losses $ (831) $ (119)
v3.26.1
Securities - Schedule of Amortized Cost, Fair Value and Gross Unrealized Gains and Losses for Securities Held to Maturity (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Schedule Of Held To Maturity Securities [Line Items]    
Amortized Cost $ 5,703,238 $ 5,724,227
Gross Unrealized Gains 13,006 27,075
Gross Unrealized Losses (543,680) (500,837)
Held to Maturity, Fair value 5,172,564 5,250,465
Allowance for Credit Losses (3,357) (1,684)
Net Carrying Amount 5,699,881 5,722,543
U.S. Treasury [Member]    
Schedule Of Held To Maturity Securities [Line Items]    
Amortized Cost 38,256 38,253
Gross Unrealized Gains   27
Gross Unrealized Losses (298) (37)
Held to Maturity, Fair value 37,958 38,243
Net Carrying Amount 38,256 38,253
Mortgage-backed [Member]    
Schedule Of Held To Maturity Securities [Line Items]    
Amortized Cost 2,463,304 2,513,667
Gross Unrealized Gains 87 335
Gross Unrealized Losses (307,694) (305,040)
Held to Maturity, Fair value 2,155,697 2,208,962
Net Carrying Amount 2,463,304 2,513,667
State and political subdivisions [Member]    
Schedule Of Held To Maturity Securities [Line Items]    
Amortized Cost 3,201,678 3,172,307
Gross Unrealized Gains 12,919 26,713
Gross Unrealized Losses (235,688) (195,760)
Held to Maturity, Fair value 2,978,909 3,003,260
Allowance for Credit Losses (3,357) (1,684)
Net Carrying Amount $ 3,198,321 $ 3,170,623
v3.26.1
Securities - Contractual Maturity Information for Securities Held to Maturity (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Investments, Debt and Equity Securities [Abstract]    
Due in 1 year or less, Amortized Cost $ 124,608  
Due after 1 year through 5 years, Amortized Cost 420,999  
Due after 5 years through 10 years, Amortized Cost 862,412  
Due after 10 years, Amortized Cost 1,831,915  
Total, Amortized cost 3,239,934  
Mortgage-backed securities, Amortized cost 2,463,304  
Amortized Cost 5,703,238 $ 5,724,227
Due in 1 year or less, Fair Value 124,506  
Due after 1 year through 5 years, Fair Value 410,094  
Due after 5 years through 10 years, Fair Value 823,822  
Due after 10 years, Fair Value 1,658,445  
Total, Fair value 3,016,867  
Mortgage-backed securities, Fair value 2,155,697  
Total securities held to maturity, Fair value $ 5,172,564 $ 5,250,465
v3.26.1
Securities - Gross Unrealized Losses and Fair Value of Investment Securities Held to Maturity (Detail)
$ in Thousands
Mar. 31, 2026
USD ($)
Security
Dec. 31, 2025
USD ($)
Security
Schedule Of Held To Maturity Securities [Line Items]    
Less than 12 months, Count | Security 281 159
Less than 12 months, Fair Value $ 1,159,990 $ 850,159
Less than 12 months,Unrealized Losses $ (57,097) $ (42,077)
12 months or more, Count | Security 1,615 1,616
12 months or more, Fair Value $ 3,445,636 $ 3,479,693
12 months or more, Unrealized Losses $ (486,583) $ (458,760)
Total Count | Security 1,896 1,775
Total Fair Value $ 4,605,626 $ 4,329,852
Total Unrealized Losses $ (543,680) $ (500,837)
U.S. Treasury [Member]    
Schedule Of Held To Maturity Securities [Line Items]    
Less than 12 months, Count | Security 7 3
Less than 12 months, Fair Value $ 37,958 $ 15,913
Less than 12 months,Unrealized Losses $ (298) $ (37)
Total Count | Security 7 3
Total Fair Value $ 37,958 $ 15,913
Total Unrealized Losses $ (298) $ (37)
Mortgage-backed [Member]    
Schedule Of Held To Maturity Securities [Line Items]    
Less than 12 months, Count | Security 14 10
Less than 12 months, Fair Value $ 172,121 $ 147,066
Less than 12 months,Unrealized Losses $ (1,682) $ (918)
12 months or more, Count | Security 262 262
12 months or more, Fair Value $ 1,951,706 $ 1,998,984
12 months or more, Unrealized Losses $ (306,012) $ (304,122)
Total Count | Security 276 272
Total Fair Value $ 2,123,827 $ 2,146,050
Total Unrealized Losses $ (307,694) $ (305,040)
State and political subdivisions [Member]    
Schedule Of Held To Maturity Securities [Line Items]    
Less than 12 months, Count | Security 260 146
Less than 12 months, Fair Value $ 949,911 $ 687,180
Less than 12 months,Unrealized Losses $ (55,117) $ (41,122)
12 months or more, Count | Security 1,353 1,354
12 months or more, Fair Value $ 1,493,930 $ 1,480,709
12 months or more, Unrealized Losses $ (180,571) $ (154,638)
Total Count | Security 1,613 1,500
Total Fair Value $ 2,443,841 $ 2,167,889
Total Unrealized Losses $ (235,688) $ (195,760)
v3.26.1
Securities - Schedule of Amortized Cost Basis by Credit Rating of Held to Maturity Investment (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities $ 5,703,238 $ 5,724,227
Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 1,343,903 1,362,212
Utilities [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 1,857,775 1,810,095
State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 3,201,678 3,172,307
Credit Rating, AAA [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 47,376 46,933
Credit Rating, AAA [Member] | Utilities [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 827,336 899,088
Credit Rating, AAA [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 874,712 946,021
Credit Rating, AA [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 51,712 51,390
Credit Rating, AA [Member] | Utilities [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 902,260 777,880
Credit Rating, AA [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 953,972 829,270
Credit Rating, A [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 372,892 379,973
Credit Rating, A [Member] | Utilities [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 110,407 114,845
Credit Rating, A [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 483,299 494,818
Credit Rating, BBB [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 804,924 812,061
Credit Rating, BBB [Member] | Utilities [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 15,316 15,824
Credit Rating, BBB [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 820,240 827,885
Credit Rating, BB [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 30,295 34,105
Credit Rating, BB [Member] | Utilities [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 2,456 2,458
Credit Rating, BB [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 32,751 36,563
Credit Rating, B [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 23,100 23,326
Credit Rating, B [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 23,100 23,326
Credit Rating, CCC-C [Member] | Competitive [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities 13,604 14,424
Credit Rating, CCC-C [Member] | State and political subdivisions [Member]    
Debt Securities Held To Maturity Credit Quality Indicator [Line Items]    
Held to maturity securities $ 13,604 $ 14,424
v3.26.1
Securities - Shedule of Aging of Past due Held to Maturity Securities (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities $ 5,703,238 $ 5,724,227
Competitive [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 1,343,903 1,362,212
Competitive [Member] | 30-89 Days Past Due and Accruing [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 131  
Competitive [Member] | Greater than 90 days Past Due and Accruing [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 16,470  
Competitive [Member] | Total Past Due [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 16,601  
Competitive [Member] | Current [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 1,327,302  
Utilities [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 1,857,775 1,810,095
Utilities [Member] | Current [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 1,857,775  
State and political subdivisions [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 3,201,678 $ 3,172,307
State and political subdivisions [Member] | 30-89 Days Past Due and Accruing [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 131  
State and political subdivisions [Member] | Greater than 90 days Past Due and Accruing [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 16,470  
State and political subdivisions [Member] | Total Past Due [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities 16,601  
State and political subdivisions [Member] | Current [Member]    
Debt Securities, Held-to-Maturity, Credit Quality Indicator [Line Items]    
Held to maturity securities $ 3,185,077  
v3.26.1
Securities - Schedule of Other Securities (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Schedule of Other Securities [Line Items]    
Other securities $ 685,590 $ 676,300
FRB and FHLB stock [Member]    
Schedule of Other Securities [Line Items]    
Other securities 137,660 137,498
Equity Securities With Readily Determinable Fair Values [Member]    
Schedule of Other Securities [Line Items]    
Other securities 12,604 14,690
Equity Securities Without Readily Determinable Fair Values [Member]    
Schedule of Other Securities [Line Items]    
Other securities $ 535,326 $ 524,112
v3.26.1
Securities - Schedule of Changes in Equity Securities Without Readily Determinable Fair Values (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Equity Securities, FV-NI and without Readily Determinable Fair Value [Abstract]    
Beginning balance $ 524,112 $ 416,750
Acquisition of HTLF   121,769
Purchases of securities 33,664 24,003
Observable upward price adjustments 3,568 1,022
Observable downward price adjustments (636) (6,273)
Sales of securities and other activity (25,382) (17,341)
Ending balance $ 535,326 $ 539,930
v3.26.1
Securities - Schedule of Components of Investment Securities Gains (Losses), Net (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Available-for-sale debt securities:    
Gains realized on sales $ 403 $ 390
Equity securities with readily determinable fair values:    
Fair value adjustments, net (287) 144
Equity securities without readily determinable fair values:    
Fair value adjustments, net 315 (5,243)
Sales 2,615 (73)
Total investment securities gains (losses), net $ 3,046 $ (4,782)
v3.26.1
Goodwill and Other Intangibles - Changes in Carrying Amount of Goodwill (Detail) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Goodwill And Other Intangible Assets [Line Items]    
Goodwill $ 1,839,825 $ 207,385
Acquisition of HTLF (2,231) 1,632,440
Goodwill 1,837,594 1,839,825
Commercial Banking [Member]    
Goodwill And Other Intangible Assets [Line Items]    
Goodwill 1,042,577 63,113
Acquisition of HTLF (1,339) 979,464
Goodwill 1,041,238 1,042,577
Institutional Banking [Member]    
Goodwill And Other Intangible Assets [Line Items]    
Goodwill 76,492 76,492
Goodwill 76,492 76,492
Personal Banking [Member]    
Goodwill And Other Intangible Assets [Line Items]    
Goodwill 720,756 67,780
Acquisition of HTLF (892) 652,976
Goodwill $ 719,864 $ 720,756
v3.26.1
Goodwill and Other Intangibles - Changes In Intangible Assets (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Finite Lived Intangible Assets [Line Items]    
Gross carrying amount $ 605,379 $ 605,379
Accumulated amortization 141,970 118,510
Net carrying amount 463,409 486,869
Core Deposit Intangible Assets [Member]    
Finite Lived Intangible Assets [Line Items]    
Gross carrying amount 481,294 481,294
Accumulated amortization 101,011 81,203
Net carrying amount 380,283 400,091
Customer Relationships [Member]    
Finite Lived Intangible Assets [Line Items]    
Gross carrying amount 124,085 124,085
Accumulated amortization 40,959 37,307
Net carrying amount $ 83,126 $ 86,778
v3.26.1
Goodwill and Other Intangibles - Additional Information (Detail) - USD ($)
$ in Thousands
3 Months Ended
Sep. 02, 2025
Jan. 31, 2025
Mar. 31, 2026
Dec. 31, 2025
Dec. 31, 2024
Finite Lived Intangible Assets [Line Items]          
Goodwill     $ 1,837,594 $ 1,839,825 $ 207,385
Heartland Financial USA, Inc [Member]          
Finite Lived Intangible Assets [Line Items]          
Goodwill   $ 1,630,209      
Core deposit intangible asset   474,100      
Wealth customer list   26,000      
Purchased credit card relationships   $ 10,900      
Adjustment to goodwill     $ 2,200    
Healthcare Savings Account Business [Member]          
Finite Lived Intangible Assets [Line Items]          
Deposit acquired $ 32,500        
Core deposit intangible asset $ 4,800        
v3.26.1
Goodwill and Other Intangibles - Aggregate Amortization Expense Recognized (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]    
Aggregate amortization expense $ 23,460 $ 17,482
v3.26.1
Goodwill and Other Intangibles - Estimated Amortization Expense of Intangible Assets (Detail)
$ in Thousands
Mar. 31, 2026
USD ($)
Goodwill and Intangible Assets Disclosure [Abstract]  
For the nine months ending December 31, 2026 $ 69,660
For the year ending December 31, 2027 82,528
For the year ending December 31, 2028 70,461
For the year ending December 31, 2029 61,515
For the year ending December 31, 2030 $ 52,901
v3.26.1
Borrowed Funds - Components of Borrowed Funds (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Debt Instrument [Line Items]    
Long-term debt $ 477,164 $ 474,229
Total borrowed funds 477,164 474,229
Trust Preferred Securities [Member]    
Debt Instrument [Line Items]    
Long-term debt 221,176 220,034
Subordinated notes 6.25%, net of issuance costs [Member]    
Debt Instrument [Line Items]    
Long-term debt 109,361 109,255
Subordinated notes 2.75% [Member]    
Debt Instrument [Line Items]    
Long-term debt $ 146,627 $ 144,940
v3.26.1
Borrowed Funds - Components of Borrowed Funds (Parenthetical) (Detail)
Mar. 31, 2026
Dec. 31, 2025
Subordinated notes 6.25%, net of issuance costs [Member]    
Debt Instrument [Line Items]    
Debt instrument, interest rate 6.25% 6.25%
Subordinated notes 2.75% [Member]    
Debt Instrument [Line Items]    
Debt instrument, interest rate 2.75% 2.75%
v3.26.1
Borrowed Funds - Summary of Outstanding Trust Preferred Securities (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Debt Instrument [Line Items]    
Amount Outstanding $ 477,164 $ 474,229
Trust Preferred Securities [Member]    
Debt Instrument [Line Items]    
Amount Outstanding 221,176 $ 220,034
Trust Preferred Securities [Member] | Marquette Capital Trust I [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 19,410  
Issuance Date Dec. 28, 2005  
Interest Rate 1.33% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.26%  
Maturity Date Jan. 07, 2036  
Trust Preferred Securities [Member] | Marquette Capital Trust II [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 19,876  
Issuance Date Dec. 28, 2005  
Interest Rate 1.33% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.26%  
Maturity Date Jan. 07, 2036  
Trust Preferred Securities [Member] | Marquette Capital Trust III [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 7,803  
Issuance Date May 30, 2006  
Interest Rate 1.50% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.45%  
Maturity Date Jun. 23, 2036  
Trust Preferred Securities [Member] | Marquette Capital Trust IV [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 31,468  
Issuance Date Jun. 30, 2006  
Interest Rate 1.60% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.54%  
Maturity Date Sep. 15, 2036  
Trust Preferred Securities [Member] | Heartland Financial Statutory Trust IV [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 9,709  
Issuance Date Mar. 17, 2004  
Interest Rate 2.75% over 3-month term SOFR  
Interest Rate as of March 31, 2026 6.69%  
Maturity Date Mar. 17, 2034  
Trust Preferred Securities [Member] | Heartland Financial Statutory Trust V [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 17,596  
Issuance Date Jan. 27, 2006  
Interest Rate 1.33% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.26%  
Maturity Date Apr. 07, 2036  
Trust Preferred Securities [Member] | Heartland Financial Statutory Trust VI [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 17,048  
Issuance Date Jun. 21, 2007  
Interest Rate 1.48% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.42%  
Maturity Date Sep. 15, 2037  
Trust Preferred Securities [Member] | Heartland Financial Statutory Trust VII [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 14,917  
Issuance Date Jun. 26, 2007  
Interest Rate 1.48% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.41%  
Maturity Date Sep. 01, 2037  
Trust Preferred Securities [Member] | Morrill Statutory Trust I [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 10,012  
Issuance Date Dec. 19, 2002  
Interest Rate 3.25% over 3-month term SOFR  
Interest Rate as of March 31, 2026 7.22%  
Maturity Date Dec. 26, 2032  
Trust Preferred Securities [Member] | Morrill Statutory Trust II [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 9,774  
Issuance Date Dec. 17, 2003  
Interest Rate 2.85% over 3-month term SOFR  
Interest Rate as of March 31, 2026 6.79%  
Maturity Date Dec. 17, 2033  
Trust Preferred Securities [Member] | Sheboygan Statutory Trust I [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 7,378  
Issuance Date Sep. 17, 2003  
Interest Rate 2.95% over 3-month term SOFR  
Interest Rate as of March 31, 2026 6.89%  
Maturity Date Sep. 17, 2033  
Trust Preferred Securities [Member] | CBNM Capital Trust I [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 4,866  
Issuance Date Sep. 10, 2004  
Interest Rate 3.25% over 3-month term SOFR  
Interest Rate as of March 31, 2026 7.19%  
Maturity Date Dec. 15, 2034  
Trust Preferred Securities [Member] | Citywide Capital Trust III [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 6,829  
Issuance Date Dec. 19, 2003  
Interest Rate 2.80% over 3-month term SOFR  
Interest Rate as of March 31, 2026 6.73%  
Maturity Date Dec. 19, 2033  
Trust Preferred Securities [Member] | Citywide Capital Trust IV [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 4,721  
Issuance Date Sep. 30, 2004  
Interest Rate 2.20% over 3-month term SOFR  
Interest Rate as of March 31, 2026 6.13%  
Maturity Date Sep. 30, 2034  
Trust Preferred Securities [Member] | Citywide Capital Trust V [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 13,200  
Issuance Date May 31, 2006  
Interest Rate 1.54% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.48%  
Maturity Date Jul. 25, 2036  
Trust Preferred Securities [Member] | OCGI Statutory Trust III [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 3,030  
Issuance Date Jun. 27, 2002  
Interest Rate 3.65% over 3-month term SOFR  
Interest Rate as of March 31, 2026 7.58%  
Maturity Date Sep. 30, 2032  
Trust Preferred Securities [Member] | OCGI Statutory Trust IV [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 5,693  
Issuance Date Sep. 23, 2004  
Interest Rate 2.50% over 3-month term SOFR  
Interest Rate as of March 31, 2026 6.44%  
Maturity Date Dec. 15, 2034  
Trust Preferred Securities [Member] | BVBC Capital Trust II [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 7,477  
Issuance Date Apr. 10, 2003  
Interest Rate 3.25% over 3-month term SOFR  
Interest Rate as of March 31, 2026 7.18%  
Maturity Date Apr. 24, 2033  
Trust Preferred Securities [Member] | BVBC Capital Trust III [Member]    
Debt Instrument [Line Items]    
Amount Outstanding $ 10,369  
Issuance Date Jul. 29, 2005  
Interest Rate 1.60% over 3-month term SOFR  
Interest Rate as of March 31, 2026 5.56%  
Maturity Date Sep. 30, 2035  
v3.26.1
Borrowed Funds - Summary of Outstanding Trust Preferred Securities (Parenthetical) (Detail) - Trust Preferred Securities [Member]
3 Months Ended
Mar. 31, 2026
Marquette Capital Trust I [Member]  
Debt Instrument [Line Items]  
Interest rate 1.33%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Marquette Capital Trust II [Member]  
Debt Instrument [Line Items]  
Interest rate 1.33%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Marquette Capital Trust III [Member]  
Debt Instrument [Line Items]  
Interest rate 1.50%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Marquette Capital Trust IV [Member]  
Debt Instrument [Line Items]  
Interest rate 1.60%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Heartland Financial Statutory Trust IV [Member]  
Debt Instrument [Line Items]  
Interest rate 2.75%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Heartland Financial Statutory Trust V [Member]  
Debt Instrument [Line Items]  
Interest rate 1.33%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Heartland Financial Statutory Trust VI [Member]  
Debt Instrument [Line Items]  
Interest rate 1.48%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Heartland Financial Statutory Trust VII [Member]  
Debt Instrument [Line Items]  
Interest rate 1.48%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Morrill Statutory Trust I [Member]  
Debt Instrument [Line Items]  
Interest rate 3.25%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Morrill Statutory Trust II [Member]  
Debt Instrument [Line Items]  
Interest rate 2.85%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Sheboygan Statutory Trust I [Member]  
Debt Instrument [Line Items]  
Interest rate 2.95%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
CBNM Capital Trust I [Member]  
Debt Instrument [Line Items]  
Interest rate 3.25%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Citywide Capital Trust III [Member]  
Debt Instrument [Line Items]  
Interest rate 2.80%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Citywide Capital Trust IV [Member]  
Debt Instrument [Line Items]  
Interest rate 2.20%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
Citywide Capital Trust V [Member]  
Debt Instrument [Line Items]  
Interest rate 1.54%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
OCGI Statutory Trust III [Member]  
Debt Instrument [Line Items]  
Interest rate 3.65%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
OCGI Statutory Trust IV [Member]  
Debt Instrument [Line Items]  
Interest rate 2.50%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
BVBC Capital Trust II [Member]  
Debt Instrument [Line Items]  
Interest rate 3.25%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
BVBC Capital Trust III [Member]  
Debt Instrument [Line Items]  
Interest rate 1.60%
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember
v3.26.1
Borrowed Funds - Additional Information (Detail)
1 Months Ended 3 Months Ended
Jan. 31, 2025
USD ($)
Sep. 30, 2022
USD ($)
Mar. 31, 2026
USD ($)
LettersOfCredit
Mar. 31, 2025
USD ($)
Dec. 31, 2025
USD ($)
Debt Instrument [Line Items]          
Retired subordinated notes       $ 11,055,000  
Long-term debt     $ 477,164,000   $ 474,229,000
FHLB Stock owned     10,300,000   10,300,000
Federal Home Loan Bank [Member]          
Debt Instrument [Line Items]          
Short-term borrowing outstanding     0   0
Letter of Credit [Member] | Federal Home Loan Bank [Member]          
Debt Instrument [Line Items]          
Letter of credit     $ 210,000,000    
Letter of credit, expiration date     Aug. 31, 2026    
Remaining borrowing capacity     $ 2,300,000,000    
Number of letters of credit outstanding | LettersOfCredit     4    
Subordinated notes 6.25%, net of issuance costs [Member]          
Debt Instrument [Line Items]          
Subordinated notes, issued   $ 110,000,000      
Debt instrument, interest rate   6.25%      
Debt instrument, maturity date   Sep. 28, 2032      
Debt instrument, frequency of periodic payment     semi-annually    
Debt instrument, redemption, description     The Company may redeem the notes, in whole or in part, on September 28, 2027, or on any interest payment date thereafter.    
Debt instrument, redemption period, start date   Sep. 28, 2027      
Unamortized debt issuance costs     $ 600,000   700,000
Trust Preferred Securities [Member]          
Debt Instrument [Line Items]          
Long-term debt obligations aggregate contractual balance     262,900,000   262,900,000
Long-term debt     $ 221,176,000   $ 220,034,000
Heartland Financial USA Inc [Member]          
Debt Instrument [Line Items]          
Long-term debt $ 278,018,000        
Heartland Financial USA Inc [Member] | Subordinated notes 2.75% [Member]          
Debt Instrument [Line Items]          
Subordinated notes, issued 150,000,000        
Fair value of subordinated notes $ 138,800,000        
Debt instrument, interest rate 2.75%        
Debt instrument, maturity date Sep. 15, 2031        
Debt instrument, frequency of periodic payment     semi-annually    
Debt instrument, redemption, description     The Company may redeem the notes, in whole or in part, on September 15, 2026, or on any interest payment date thereafter.    
v3.26.1
Borrowed Funds - Remaining Contractual Maturities Of Repurchase Agreements (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements $ 3,511,656 $ 3,292,805
Overnight [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 2,746,941  
2 to 29 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements   2,532,305
30 to 90 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 761,715 759,500
Over 90 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 3,000 1,000
U.S. Treasury [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 1,152,251 1,355,233
U.S. Treasury [Member] | Overnight [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 1,152,251  
U.S. Treasury [Member] | 2 to 29 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements   1,355,233
U.S. Agencies [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 2,359,405 1,937,572
U.S. Agencies [Member] | Overnight [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 1,594,690  
U.S. Agencies [Member] | 2 to 29 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements   1,177,072
U.S. Agencies [Member] | 30 to 90 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements 761,715 759,500
U.S. Agencies [Member] | Over 90 Days [Member]    
Assets Sold under Agreements to Repurchase [Line Items]    
Total repurchase agreements $ 3,000 $ 1,000
v3.26.1
Business Segment Reporting - Additional Information (Detail)
3 Months Ended
Mar. 31, 2026
Segment
Segment Reporting [Abstract]  
Number of reportable segments 3
Segment Reporting, CODM, Individual Title and Position or Group Name [Extensible Enumeration] srt:ChiefExecutiveOfficerMember, srt:ChiefFinancialOfficerMember, Bank's Chief Executive Officer Member, Chief Administrative Officer Member
Segment Reporting, CODM, Profit (Loss) Measure, How Used, Description The CODM uses the Business Segment net income in deciding how to allocate resources and assess performance for individual Business Segments, including evaluating the cost or opportunity value of funds within each Business Segment and identifying areas of focus for organic growth or acquisition.
v3.26.1
Business Segment Reporting - Schedule of Business Segment Financial Results (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Segment Reporting Information [Line Items]    
Net interest income $ 534,366 $ 397,639
Provision for credit losses 27,000 86,000
Noninterest income 204,793 166,198
Salaries and employee benefits 219,681 221,398
Processing fees 42,059 40,850
Bankcard 11,841 12,795
Amortization of other intangible assets 23,460 17,482
Noninterest expense 380,883 384,787
Income before income taxes 331,276 93,050
Income tax expense (benefit) 69,838 11,717
Net Income (Loss) 261,438 81,333
Operating Segments [Member]    
Segment Reporting Information [Line Items]    
Net interest income 534,366 397,639
Provision for credit losses 27,000 86,000
Noninterest income 204,793 166,198
Salaries and employee benefits 146,987 136,771
Processing fees 19,080 18,756
Bankcard 11,870 12,795
Amortization of other intangible assets 2,047 1,889
Allocated technology, service, overhead 163,916 185,834
Other segment items 36,983 28,742
Noninterest expense 380,883 384,787
Income before income taxes 331,276 93,050
Income tax expense (benefit) 69,838 11,717
Net Income (Loss) 261,438 81,333
Average assets 70,428,000 59,977,000
Commercial Banking [Member] | Operating Segments [Member]    
Segment Reporting Information [Line Items]    
Net interest income 365,342 273,916
Provision for credit losses 23,777 66,751
Noninterest income 46,289 37,218
Salaries and employee benefits 56,426 53,586
Processing fees 4,028 3,664
Bankcard 2,848 3,173
Allocated technology, service, overhead 85,636 101,125
Other segment items 16,514 11,463
Noninterest expense 165,452 173,011
Income before income taxes 222,402 71,372
Income tax expense (benefit) 46,886 8,987
Net Income (Loss) 175,516 62,385
Average assets 34,938,000 30,029,000
Institutional Banking [Member] | Operating Segments [Member]    
Segment Reporting Information [Line Items]    
Net interest income 77,287 61,159
Provision for credit losses 497 435
Noninterest income 121,829 103,797
Salaries and employee benefits 50,637 47,186
Processing fees 10,670 10,649
Bankcard 6,512 6,037
Amortization of other intangible assets 1,972 1,786
Allocated technology, service, overhead 33,876 32,245
Other segment items 9,264 9,365
Noninterest expense 112,931 107,268
Income before income taxes 85,688 57,253
Income tax expense (benefit) 18,064 7,210
Net Income (Loss) 67,624 50,043
Average assets 21,498,000 18,324,000
Personal Banking [Member] | Operating Segments [Member]    
Segment Reporting Information [Line Items]    
Net interest income 91,737 62,564
Provision for credit losses 2,726 18,814
Noninterest income 36,675 25,183
Salaries and employee benefits 39,924 35,999
Processing fees 4,382 4,443
Bankcard 2,510 3,585
Amortization of other intangible assets 75 103
Allocated technology, service, overhead 44,404 52,464
Other segment items 11,205 7,914
Noninterest expense 102,500 104,508
Income before income taxes 23,186 (35,575)
Income tax expense (benefit) 4,888 (4,480)
Net Income (Loss) 18,298 (31,095)
Average assets $ 13,992,000 $ 11,624,000
v3.26.1
Revenue Recognition - Additional Information (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Disaggregation Of Revenue [Line Items]      
Bankcard expenses $ 15,423 $ (442)  
Total receivables of revenue recognized 113,200   $ 116,100
Bankcard Fees [Member]      
Disaggregation Of Revenue [Line Items]      
Bankcard expenses $ 12,200 $ 11,800  
v3.26.1
Revenue Recognition - Summary of Disaggregation of Revenue According to Revenue Stream and Business Segment (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Disaggregation Of Revenue [Line Items]    
Revenue (Expense) out of Scope of ASC 606 $ 15,423 $ (442)
Noninterest income 204,793 166,198
Trust and Securities Processing [Member]    
Disaggregation Of Revenue [Line Items]    
Noninterest income 94,667 79,781
Trading and Investment Banking [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue (Expense) out of Scope of ASC 606 7,618 5,582
Noninterest income 7,740 5,911
Service Charges On Deposit Accounts [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue (Expense) out of Scope of ASC 606 32 39
Noninterest income 29,474 27,457
Insurance Fees and Commissions [Member]    
Disaggregation Of Revenue [Line Items]    
Noninterest income 255 178
Brokerage Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Noninterest income 21,089 18,102
Bankcard Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue (Expense) out of Scope of ASC 606 (12,173) (11,796)
Noninterest income 28,878 26,293
Investment Securities Gains (Losses), Net [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue (Expense) out of Scope of ASC 606 3,046 (4,782)
Noninterest income 3,046 (4,782)
Other [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue (Expense) out of Scope of ASC 606 16,900 10,515
Noninterest income 19,644 13,258
Commercial Banking [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 44,242 40,570
Commercial Banking [Member] | Trust and Securities Processing [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 761 479
Commercial Banking [Member] | Service Charges On Deposit Accounts [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 16,144 14,581
Commercial Banking [Member] | Brokerage Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 87 67
Commercial Banking [Member] | Bankcard Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 26,086 24,164
Commercial Banking [Member] | Other [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 1,164 1,279
Institutional Banking [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 111,301 95,732
Institutional Banking [Member] | Trust and Securities Processing [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 73,325 61,248
Institutional Banking [Member] | Trading and Investment Banking [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 122 329
Institutional Banking [Member] | Service Charges On Deposit Accounts [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 10,857 10,859
Institutional Banking [Member] | Brokerage Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 18,365 15,372
Institutional Banking [Member] | Bankcard Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 7,894 7,242
Institutional Banking [Member] | Other [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 738 682
Personal Banking [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 33,827 30,338
Personal Banking [Member] | Trust and Securities Processing [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 20,581 18,054
Personal Banking [Member] | Service Charges On Deposit Accounts [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 2,441 1,978
Personal Banking [Member] | Insurance Fees and Commissions [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 255 178
Personal Banking [Member] | Brokerage Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 2,637 2,663
Personal Banking [Member] | Bankcard Fees [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 7,071 6,683
Personal Banking [Member] | Other [Member]    
Disaggregation Of Revenue [Line Items]    
Revenue Scope of ASC 606 $ 842 $ 782
v3.26.1
Commitments, Contingencies and Guarantees - Notional Amount of Off-Balance Sheet Financial Instruments (Detail) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Commitments to extend credit for loans (excluding credit card loans) [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments $ 18,049,199 $ 17,819,711
Commitments to extend credit under credit card loans [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments 5,163,320 5,994,640
Commercial letters of credit [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments 2,144 217
Standby letters of credit [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments 483,578 468,384
Forward contracts [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments 151,279 119,978
Spot foreign exchange contracts [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments 67,479 34,233
Commitments to extend credit for securities purchased under agreements to resell [Member]    
Commitments and Contingencies Disclosure [Line Items]    
Contractual or notional amount of off-balance sheet financial instruments $ 876,000 $ 191,000
v3.26.1
Commitments, Contingencies and Guarantees - Additional Information (Detail) - USD ($)
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Jan. 31, 2025
Dec. 31, 2024
Commitments and Contingencies Disclosure [Line Items]          
ACL for off-balance sheet credit exposures $ 5,721,000 $ 8,221,000 $ 5,721,000   $ 4,138,000
Provision for off-balance sheet credit exposures 0 $ 500,000      
Heartland Financial USA, Inc [Member]          
Commitments and Contingencies Disclosure [Line Items]          
ACL for off-balance sheet credit exposures       $ 3,600,000  
Accrued Expenses and Taxes [Member]          
Commitments and Contingencies Disclosure [Line Items]          
ACL for off-balance sheet credit exposures $ 5,700,000   $ 5,700,000    
v3.26.1
Derivatives and Hedging Activities - Summary of Fair Value of Derivative Assets and Liabilities (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Derivatives, Fair Value [Line Items]    
Derivative Assets, Fair Value $ 266,599 $ 281,329
Derivative Liabilities, Fair Value 146,429 136,452
Interest Rate Derivatives [Member]    
Derivatives, Fair Value [Line Items]    
Derivative Assets, Fair Value 238,691 274,973
Derivative Liabilities, Fair Value 118,641 130,158
Commodity Derivatives [Member]    
Derivatives, Fair Value [Line Items]    
Derivative Assets, Fair Value 27,908 6,356
Derivative Liabilities, Fair Value 27,788 6,294
Derivatives not Designated as Hedging Instruments [Member] | Interest Rate Derivatives [Member]    
Derivatives, Fair Value [Line Items]    
Derivative Assets, Fair Value 114,918 126,423
Derivative Liabilities, Fair Value 118,641 130,122
Derivatives not Designated as Hedging Instruments [Member] | Commodity Derivatives [Member]    
Derivatives, Fair Value [Line Items]    
Derivative Assets, Fair Value 27,908 6,356
Derivative Liabilities, Fair Value 27,788 6,294
Derivatives Designated as Hedging Instruments [Member] | Interest Rate Derivatives [Member]    
Derivatives, Fair Value [Line Items]    
Derivative Assets, Fair Value $ 123,773 148,550
Derivative Liabilities, Fair Value   $ 36
v3.26.1
Derivatives and Hedging Activities - Additional Information (Detail)
bbl in Millions, BTU in Millions
3 Months Ended 12 Months Ended
Mar. 31, 2026
USD ($)
BTU
Derivative
bbl
Mar. 31, 2025
USD ($)
Dec. 31, 2025
USD ($)
BTU
Derivative
bbl
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Termination value of derivatives in net liability position $ 11,300,000    
Collateral posted for derivative instruments $ 10,600,000    
Derivatives Designated as Hedging Instruments [Member] | Cash Flow Hedging [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Interest rate hedging exposure to variability in future cash flows for forecasted transactions, maximum period 10 years 6 months    
Interest Rate Swap [Member] | Derivatives Designated as Hedging Instruments [Member] | Fair Value Hedging [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Unrealized gain on terminated fair value hedges in AOCI $ 45,100,000   $ 46,700,000
Number of interest rate swaps | Derivative 0   0
Interest Rate Swap [Member] | Derivatives Designated as Hedging Instruments [Member] | Fair Value Hedging [Member] | Increase To Interest Income [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Fair value hedges reclassification from AOCI to interest $ 1,700,000 $ 1,200,000  
Interest Rate Swap [Member] | Derivatives Designated as Hedging Instruments [Member] | Cash Flow Hedging [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Derivative, notional amount $ 51,500,000   $ 51,500,000
Number of interest rate swaps | Derivative 2   2
Reclassification from AOCI to interest $ 600,000    
Interest Rate Swap [Member] | Derivatives not Designated as Hedging Instruments [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Derivative, notional amount $ 12,000,000,000   $ 11,700,000,000
Number of interest rate swaps | Derivative 836   830
Interest Rate Floor [Member] | Derivatives Designated as Hedging Instruments [Member] | Cash Flow Hedging [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Derivative, notional amount $ 3,000,000,000   $ 3,000,000,000
Number of interest rate swaps | Derivative 13   13
Reclassification from AOCI to interest $ 3,700,000    
Commodity Derivatives [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Derivative number of commodity swaps and option contracts | Derivative 164   26
Commodity Derivatives [Member] | Derivatives not Designated as Hedging Instruments [Member]      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Aggregate remaining volume | bbl 4.4   2.1
Aggregate remaining volume | BTU 31.9   3.6
v3.26.1
Derivatives and Hedging Activities - Summary of Amount of Gain (Loss) Recognized in Other Noninterest Income in Consolidated Statements of Income Related to Derivative Assets and Liabilities (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Interest Rate Derivatives [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Amount of (Loss) Gain Recognized $ (29) $ (90)
Commodity Derivatives [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Amount of (Loss) Gain Recognized 76  
Derivatives not Designated as Hedging Instruments [Member] | Interest Rate Derivatives [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Amount of (Loss) Gain Recognized (29) $ (90)
Derivatives not Designated as Hedging Instruments [Member] | Commodity Derivatives [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Amount of (Loss) Gain Recognized $ 76  
v3.26.1
Derivatives and Hedging Activities - Summary of Effect of Hedges on AOCI in Consolidated Statements of Comprehensive Income Related to Company's Derivative Assets and Liabilities (Detail) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Derivative Instruments, Gain (Loss) [Line Items]    
Gain (Loss) Recognized in OCI on Derivative $ (16,053) $ 22,646
Gain (Loss) Reclassified from AOCI into Earnings 797 24
Derivatives Designated as Hedging Instruments [Member] | Cash Flow Hedging [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Gain (Loss) Recognized in OCI on Derivative (16,053) 22,646
Gain (Loss) Recognized in OCI Included Component (20,489) 44,063
Gain (Loss) Recognized in OCI Excluded Component 4,436 (21,417)
Gain (Loss) Reclassified from AOCI into Earnings (954) (1,152)
(Loss) Gain Reclassified from AOCI into Earnings Included Component (376) (574)
Loss Reclassified from AOCI into Earnings Excluded Component (578) (578)
Derivatives Designated as Hedging Instruments [Member] | Interest Rate Floors and Floor Spreads [Member] | Cash Flow Hedging [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Gain (Loss) Recognized in OCI on Derivative (16,250) 23,735
Gain (Loss) Recognized in OCI Included Component (20,686) 45,152
Gain (Loss) Recognized in OCI Excluded Component 4,436 (21,417)
Gain (Loss) Reclassified from AOCI into Earnings (1,109) (1,395)
(Loss) Gain Reclassified from AOCI into Earnings Included Component (531) (817)
Loss Reclassified from AOCI into Earnings Excluded Component (578) (578)
Derivatives Designated as Hedging Instruments [Member] | Interest Rate Swap [Member] | Cash Flow Hedging [Member]    
Derivative Instruments, Gain (Loss) [Line Items]    
Gain (Loss) Recognized in OCI on Derivative 197 (1,089)
Gain (Loss) Recognized in OCI Included Component 197 (1,089)
Gain (Loss) Reclassified from AOCI into Earnings 155 243
(Loss) Gain Reclassified from AOCI into Earnings Included Component $ 155 $ 243
v3.26.1
Fair Value Measurements - Assets and Liabilities Measured at Fair Value on Recurring Basis (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities $ 24,205 $ 22,331
Available-for-sale securities 13,660,886 13,709,141
Derivative Assets, Fair Value 266,599 281,329
Derivative Liabilities, Fair Value 146,429 136,452
Securities sold not yet purchased 8,300 4,100
Quoted Prices in Active Markets for Identical Assets (Level 1) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 7,513 5,145
Available-for-sale securities 2,397,394 2,497,930
Significant Other Observable Inputs (Level 2) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 16,692 17,186
Available-for-sale securities 11,263,492 11,211,211
U.S. Treasury [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 2,257,713 2,320,815
U.S. Agencies [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 49,968 62,370
Mortgage-backed [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 8,287,873 8,167,873
State and political subdivisions [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 2,371,456 2,446,588
Corporates [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 139,681 177,115
Fair Value Measurement, Recurring [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 24,205 22,331
Available-for-sale securities 13,660,886 13,709,141
Equity securities with readily determinable fair values 12,604 14,690
Derivative Assets, Fair Value 266,599 281,329
Total 13,964,294 14,027,491
Derivative Liabilities, Fair Value 146,429 136,452
Securities sold not yet purchased 8,290 4,052
Total 154,719 140,504
Fair Value Measurement, Recurring [Member] | Collateralized loan obligations [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 554,195 534,380
Fair Value Measurement, Recurring [Member] | Trading - other [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 427 317
Fair Value Measurement, Recurring [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 7,513 5,145
Available-for-sale securities 2,397,394 2,497,930
Equity securities with readily determinable fair values 12,604 14,690
Total 2,417,511 2,517,765
Fair Value Measurement, Recurring [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1) [Member] | Trading - other [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 427 317
Fair Value Measurement, Recurring [Member] | Significant Other Observable Inputs (Level 2) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 16,692 17,186
Available-for-sale securities 11,263,492 11,211,211
Derivative Assets, Fair Value 266,599 281,329
Total 11,546,783 11,509,726
Derivative Liabilities, Fair Value 146,429 136,452
Securities sold not yet purchased 8,290 4,052
Total 154,719 140,504
Fair Value Measurement, Recurring [Member] | Significant Other Observable Inputs (Level 2) [Member] | Collateralized loan obligations [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale securities 554,195 534,380
Fair Value Measurement, Recurring [Member] | U.S. Treasury [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities   2,636
Available-for-sale securities 2,257,713 2,320,815
Fair Value Measurement, Recurring [Member] | U.S. Treasury [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities   2,636
Available-for-sale securities 2,257,713 2,320,815
Fair Value Measurement, Recurring [Member] | U.S. Agencies [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 5,397 62,370
Available-for-sale securities 49,968 13,489
Fair Value Measurement, Recurring [Member] | U.S. Agencies [Member] | Significant Other Observable Inputs (Level 2) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 5,397 62,370
Available-for-sale securities 49,968 13,489
Fair Value Measurement, Recurring [Member] | Mortgage-backed [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 5,172  
Available-for-sale securities 8,287,873 8,167,873
Fair Value Measurement, Recurring [Member] | Mortgage-backed [Member] | Significant Other Observable Inputs (Level 2) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 5,172  
Available-for-sale securities 8,287,873 8,167,873
Fair Value Measurement, Recurring [Member] | State and political subdivisions [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 6,123 3,697
Available-for-sale securities 2,371,456 2,446,588
Fair Value Measurement, Recurring [Member] | State and political subdivisions [Member] | Significant Other Observable Inputs (Level 2) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 6,123 3,697
Available-for-sale securities 2,371,456 2,446,588
Fair Value Measurement, Recurring [Member] | Corporates [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 7,086 2,192
Available-for-sale securities 139,681 177,115
Fair Value Measurement, Recurring [Member] | Corporates [Member] | Quoted Prices in Active Markets for Identical Assets (Level 1) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Trading securities 7,086 2,192
Available-for-sale securities $ 139,681 $ 177,115
v3.26.1
Fair Value Measurements - Assets Measured at Fair Value on Non-Recurring Basis (Detail) - Fair Value, Measurements, Non-Recurring [Member] - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets measured at fair value $ 56,744 $ 73,021
Total (Losses) Gains Recognized (17,325) (29,242)
Significant Unobservable Inputs (Level 3) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets measured at fair value 56,744 73,021
Collateral dependent assets [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets measured at fair value 56,390 70,012
Total (Losses) Gains Recognized (17,333) (29,420)
Collateral dependent assets [Member] | Significant Unobservable Inputs (Level 3) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets measured at fair value 56,390 70,012
Other real estate owned [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets measured at fair value 354 3,009
Total (Losses) Gains Recognized 8 178
Other real estate owned [Member] | Significant Unobservable Inputs (Level 3) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets measured at fair value $ 354 $ 3,009
v3.26.1
Fair Value Measurements - Estimated Fair Value of Financial Instruments (Detail) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Cash and short-term investments $ 7,915,788 $ 9,441,175
Securities available for sale 13,660,886 13,709,141
Securities held to maturity (exclusive of allowance for credit losses) 5,703,238 5,724,227
Trading securities 24,205 22,331
Other securities 685,590 676,300
Loans (exclusive of allowance for credit losses) 40,138,796 38,781,438
Derivatives $ 266,599 $ 281,329
Derivative Asset, Current, Statement of Financial Position [Extensible Enumeration] Other Assets Other Assets
Time deposits $ 3,210,518 $ 3,760,862
Other borrowings 3,550,738 3,324,938
Long-term debt 477,164 474,229
Derivatives $ 146,429 $ 136,452
Derivative Liability, Current, Statement of Financial Position [Extensible Enumeration] Other Liabilities Other Liabilities
Estimate of Fair Value Measurement [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Cash and short-term investments $ 7,915,788 $ 9,441,175
Securities available for sale 13,660,886 13,709,141
Securities held to maturity (exclusive of allowance for credit losses) 5,172,564 5,250,465
Trading securities 24,205 22,331
Other securities 685,590 676,300
Loans (exclusive of allowance for credit losses) 40,652,688 39,041,201
Derivatives 266,599 281,329
Time deposits 3,210,518 3,760,862
Other borrowings 3,550,738 3,324,938
Long-term debt 526,828 523,545
Derivatives 146,429 136,452
Commitments to extend credit for loans 4,631 14,972
Commitments to extend resell agreements 104 106
Commercial letters of credit 16 130
Standby letters of credit 1,330 4,483
Quoted Prices in Active Markets for Identical Assets (Level 1) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Cash and short-term investments 6,391,119 7,893,082
Securities available for sale 2,397,394 2,497,930
Trading securities 7,513 5,145
Other securities 12,604 14,690
Other borrowings 39,082 32,133
Significant Other Observable Inputs (Level 2) [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Cash and short-term investments 1,524,669 1,548,093
Securities available for sale 11,263,492 11,211,211
Securities held to maturity (exclusive of allowance for credit losses) 5,172,564 5,250,465
Trading securities 16,692 17,186
Other securities 672,986 661,610
Loans (exclusive of allowance for credit losses) 40,652,688 39,041,201
Derivatives 266,599 281,329
Time deposits 3,210,518 3,760,862
Other borrowings 3,511,656 3,292,805
Long-term debt 526,828 523,545
Derivatives $ 146,429 $ 136,452
v3.26.1
Acquisition - Summary of PCD Loans Purchased (Detail) - USD ($)
$ in Thousands
3 Months Ended
Jan. 31, 2025
Mar. 31, 2025
Purchased Financial Assets with Credit Deterioration [Abstract]    
Principal of PCD loans acquired $ 3,237,332  
PCD ACL at acquisition (85,299) $ (62,126)
Non-credit discount on PCD loans (105,512)  
Fair value of PCD Loans $ 3,046,521  
v3.26.1
Acquisition - Additional Information (Detail) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 12 Months Ended
Jan. 31, 2025
Mar. 31, 2026
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Jan. 01, 2026
Business Combination [Line Items]                
Preferred stock, shares issued   30,000       30,000    
Goodwill   $ 1,837,594       $ 1,839,825 $ 207,385  
Fair value of PCD Loans $ 3,046,521              
Fair value of Non-PCD 9,734,711              
Unpaid principal balance 10,304,570              
Long-term debt   477,164       474,229    
Net income available to common shareholders   $ 255,625     $ 79,320      
Basic earnings per share   $ 3.36     $ 1.22      
PCD ACL at acquisition 85,299       $ 62,126      
PCD                
Business Combination [Line Items]                
Fair value of Non-PCD 3,046,521              
Unpaid principal balance 3,237,332              
Non-PCD                
Business Combination [Line Items]                
Fair value of Non-PCD 6,688,190              
Unpaid principal balance $ 7,067,238              
Commercial Banking [Member]                
Business Combination [Line Items]                
Goodwill   $ 1,041,238       1,042,577 63,113  
Personal Banking [Member]                
Business Combination [Line Items]                
Goodwill   719,864       720,756 67,780  
Preferred Stock [Member]                
Business Combination [Line Items]                
Business combination, consideration shares value         115,230      
Common Stock [Member]                
Business Combination [Line Items]                
Business combination, consideration shares value         $ 2,783,510      
Heartland Financial USA Inc [Member]                
Business Combination [Line Items]                
Acquisition date Jan. 31, 2025              
Business acquisition, all-stock transaction shares issued 23,600,000              
Preferred stock, shares issued 4,600,000              
Date of merger Apr. 28, 2024              
Business combination, consideration shares value $ 2,919,129              
Business acquisition exchange ratio on common stock 0.55              
Tax deductible goodwill $ 44,000              
Goodwill 1,630,209              
Identifiable intangible assets 511,021              
Loans acquired from HTLF 9,734,711              
Fair value of PCD Loans 3,000,000              
Core deposit intangible asset 474,100              
Customer lists 26,000              
Purchased credit card relationships 10,900              
Business acquisition transaction costs 140,100         142,000    
Provision expense related to acquisition 62,000              
Net accretion of fair value marks           12,800 153,100  
Net amortization of intangibles and fair value marks           8,000 96,000  
Revenues           2,700,000 2,500,000  
Net income available to common shareholders           $ 843,300 $ 504,000  
Basic earnings per share           $ 11.2 $ 6.96  
Valuation allowance               $ 2,200
Net assets acquired 2,919,129              
PCD ACL at acquisition   $ 62,100 $ 8,000 $ 15,200        
Heartland Financial USA Inc [Member] | Subordinated notes 2.75% [Member]                
Business Combination [Line Items]                
Subordinated notes, issued $ 150,000              
Debt instrument, interest rate 2.75%              
Fair value of subordinated notes $ 138,800              
Maturity Date Sep. 15, 2031              
Heartland Financial USA Inc [Member] | Trust Preferred Securities [Member]                
Business Combination [Line Items]                
Long-term debt $ 159,800              
Long-term debt, fair value $ 139,300              
Heartland Financial USA Inc [Member] | Trust Preferred Securities [Member] | Maximum [Member]                
Business Combination [Line Items]                
Interest rates 8.21%              
Maturity Date   Sep. 30, 2037            
Heartland Financial USA Inc [Member] | Trust Preferred Securities [Member] | Minimum [Member]                
Business Combination [Line Items]                
Interest rates 5.89%              
Maturity Date   Sep. 30, 2032            
Heartland Financial USA Inc [Member] | Commercial Banking [Member]                
Business Combination [Line Items]                
Goodwill $ 978,100              
Heartland Financial USA Inc [Member] | Personal Banking [Member]                
Business Combination [Line Items]                
Goodwill $ 652,100              
Heartland Financial USA Inc [Member] | Preferred Stock [Member]                
Business Combination [Line Items]                
Preferred stock, fixed rate percentage 7.00%              
Business combination, consideration shares value $ 115,230              
Business acquisition, share price $ 25.05              
Heartland Financial USA Inc [Member] | Common Stock [Member]                
Business Combination [Line Items]                
Business combination, consideration shares value $ 2,783,510              
Business acquisition, share price $ 117.9              
v3.26.1
Acquisition - Schedule of Unpaid Principal Balance and Fair Value of Loans Acquired in HTLF Acquisition (Details)
$ in Thousands
Jan. 31, 2025
USD ($)
Financing Receivable, Allowance for Credit Loss [Line Items]  
Unpaid Principal Balance $ 10,304,570
Fair Value 9,734,711
Non-PCD  
Financing Receivable, Allowance for Credit Loss [Line Items]  
Unpaid Principal Balance 7,067,238
Fair Value 6,688,190
PCD  
Financing Receivable, Allowance for Credit Loss [Line Items]  
Unpaid Principal Balance 3,237,332
Fair Value $ 3,046,521
v3.26.1
Acquisition - Schedule of Recognized Identified Assets Acquired and Liabilities Assumed (Detail) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended
Jan. 31, 2025
Mar. 31, 2025
Mar. 31, 2026
Dec. 31, 2025
Dec. 31, 2024
Liabilities          
Preliminary goodwill     $ 1,837,594 $ 1,839,825 $ 207,385
Consideration          
Stock based compensation as consideration for acquisition   $ 20,389      
Heartland Financial USA Inc [Member]          
Assets          
Loans, net of allowance for credit losses on loans $ 9,734,711        
Investment securities 3,648,445        
Interest-bearing due from banks 965,003        
Cash and due from banks 174,985        
Premises and equipment, net 174,579        
Identifiable intangible assets 511,021        
Other assets 906,712        
Total assets acquired 16,115,456        
Liabilities          
Noninterest-bearing deposits 3,761,997        
Interest-bearing deposits 10,586,989        
Long-term debt 278,018        
Other liabilities 199,532        
Total liabilities assumed 14,826,536        
Net identifiable assets acquired 1,288,920        
Preliminary goodwill 1,630,209        
Net assets acquired 2,919,129        
Consideration          
Stock based compensation as consideration for acquisition 20,389        
Fair value of total consideration transferred 2,919,129        
Common Stock [Member]          
Consideration          
Fair value of total consideration transferred   2,783,510      
Common Stock [Member] | Heartland Financial USA Inc [Member]          
Consideration          
Company's common shares issued $ 23,609        
Purchase price per share of the Company's common stock $ 117.9        
Fair value of total consideration transferred $ 2,783,510        
Preferred Stock [Member]          
Consideration          
Fair value of total consideration transferred   $ 115,230      
Preferred Stock [Member] | Heartland Financial USA Inc [Member]          
Consideration          
Purchase price per share of the Company's common stock $ 25.05        
Fair value of total consideration transferred $ 115,230