SOUTHERN MISSOURI BANCORP, INC., 10-Q filed on 5/12/2025
Quarterly Report
v3.25.1
Document and Entity Information - shares
9 Months Ended
Mar. 31, 2025
May 09, 2025
Cover [Abstract]    
Document Type 10-Q  
Document Quarterly Report true  
Document Period End Date Mar. 31, 2025  
Document Transition Report false  
Entity Central Index Key 0000916907  
Entity File Number 0-23406  
Entity Registrant Name SOUTHERN MISSOURI BANCORP, INC.  
Entity Incorporation, State or Country Code MO  
Entity Tax Identification Number 43-1665523  
Entity Address, Address Line One 2991 Oak Grove Road  
Entity Address, City or Town Poplar Bluff  
Entity Address, State or Province MO  
Entity Address, Postal Zip Code 63901  
City Area Code 573  
Local Phone Number 778-1800  
Title of 12(b) Security Common  
Trading Symbol SMBC  
Security Exchange Name NASDAQ  
Entity Current Reporting Status Yes  
Entity Interactive Data Current Yes  
Entity Filer Category Accelerated Filer  
Entity Small Business false  
Entity Emerging Growth Company false  
Entity Shell Company false  
Entity Common Stock, Shares Outstanding   11,299,962
Current Fiscal Year End Date --06-30  
Document Fiscal Year Focus 2025  
Document Fiscal Period Focus Q3  
Amendment Flag false  
v3.25.1
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Assets    
Cash and cash equivalents $ 226,891 $ 60,904
Interest-bearing time deposits 245 491
Available for sale securities 462,930 427,903
Stock in FHLB of Des Moines 9,157 8,713
Stock in Federal Reserve Bank of St. Louis 9,112 9,089
Loans receivable, net of ACL of $54,940 and $52,516 at March 31, 2025 and June 30, 2024, respectively 3,968,569 3,797,287
Accrued interest receivable 25,783 23,826
Premises and equipment, net 95,987 95,952
Bank owned life insurance - cash surrender value 75,156 73,601
Goodwill 50,727 50,727
Other intangible assets, net 23,950 26,505
Prepaid expenses and other assets 27,989 29,318
Total assets 4,976,496 4,604,316
Liabilities and Stockholders' Equity    
Deposits 4,261,382 3,943,059
Securities sold under agreements to repurchase 15,000 9,398
Advances from FHLB 104,072 102,050
Accounts payable and other liabilities 34,074 25,037
Accrued interest payable 9,983 12,868
Subordinated debt 23,195 23,156
Total liabilities 4,447,706 4,115,568
Common stock, $.01 par value; 25,000,000 shares authorized; 11,981,382 and 11,959,157 shares issued at March 31, 2025 and June 30, 2024, respectively 120 120
Additional paid-in capital 221,250 219,680
Retained earnings 346,385 311,376
Treasury stock of 681,420 and 681,420 shares at March 31, 2025 and June 30, 2024, respectively, at cost (24,973) (24,973)
Accumulated other comprehensive loss (13,992) (17,455)
Total stockholders' equity 528,790 488,748
Total liabilities and stockholders' equity $ 4,976,496 $ 4,604,316
v3.25.1
CONDENSED CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
CONDENSED CONSOLIDATED BALANCE SHEETS    
Loans And Leases Receivable Allowance $ 54,940 $ 52,516
Common Stock, Par or Stated Value Per Share $ 0.01 $ 0.01
Common Stock, Shares Authorized 25,000,000 25,000,000
Common Stock, Shares, Issued 11,981,382 11,959,157
Treasury Stock 681,420 681,420
v3.25.1
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Interest Income        
Loans $ 62,656,000 $ 55,952,000 $ 187,492,000 $ 164,063,000
Investment securities 1,368,000 1,729,000 4,472,000 5,217,000
Mortgage-backed securities 4,316,000 3,757,000 12,317,000 10,614,000
Other interest-earning assets 1,585,000 2,587,000 2,447,000 3,813,000
Total interest income 69,925,000 64,025,000 206,728,000 183,707,000
Interest Expense        
Deposits 28,795,000 27,893,000 87,129,000 73,705,000
Securities sold under agreements to repurchase 189,000 128,000 575,000 327,000
Advances from FHLB 1,076,000 1,060,000 3,501,000 3,978,000
Subordinated debt 386,000 435,000 1,239,000 1,309,000
Total interest expense 30,446,000 29,516,000 92,444,000 79,319,000
Net Interest Income 39,479,000 34,509,000 114,284,000 104,388,000
Provision for Credit Losses 932,000 900,000 4,023,000 2,700,000
Net Interest Income After Provision for Credit Losses 38,547,000 33,609,000 110,261,000 101,688,000
Noninterest Income        
Deposit account charges and related fees 2,048,000 1,847,000 6,469,000 5,421,000
Bank card interchange income 1,341,000 1,301,000 4,142,000 3,974,000
Loan late charges   150,000   409,000
Loan servicing fees 224,000 267,000 741,000 783,000
Other loan fees 843,000 757,000 2,851,000 1,758,000
Net realized gains on sale of loans 114,000 99,000 608,000 616,000
Net realized gains (losses) on sale of AFS securities 48,000 (807,000) 48,000 (1,489,000)
Earnings on bank owned life insurance 512,000 483,000 1,551,000 1,413,000
Insurance brokerage commissions 340,000 312,000 927,000 886,000
Wealth management fees 902,000 866,000 2,475,000 2,329,000
Other income 294,000 309,000 893,000 977,000
Total noninterest income 6,666,000 5,584,000 20,705,000 17,077,000
Noninterest Expense        
Compensation and benefits 13,771,000 13,750,000 41,906,000 39,360,000
Occupancy and equipment, net 3,869,000 3,623,000 11,143,000 10,615,000
Data processing expense 2,359,000 2,349,000 6,754,000 7,039,000
Telecommunications expense 330,000 464,000 1,111,000 1,460,000
Deposit insurance premiums 674,000 677,000 1,734,000 1,824,000
Legal and professional fees 603,000 412,000 2,430,000 1,215,000
Advertising 530,000 622,000 1,518,000 1,479,000
Postage and office supplies 350,000 344,000 939,000 929,000
Intangibles amortization 889,000 1,018,000 2,683,000 3,053,000
Foreclosed property expenses/losses 37,000 60,000 123,000 96,000
Other operating expense 1,979,000 1,730,000 5,768,000 5,546,000
Total noninterest expense 25,391,000 25,049,000 76,109,000 72,616,000
Income Before Income Taxes 19,822,000 14,144,000 54,857,000 46,149,000
Current 4,139,000 2,417,000 12,065,000 9,077,000
Deferred   420,000   420,000
Total Income Taxes 4,139,000 2,837,000 12,065,000 9,497,000
Net Income $ 15,683,000 $ 11,307,000 $ 42,792,000 $ 36,652,000
Basic earnings per share $ 1.39 $ 1 $ 3.79 $ 3.23
Diluted earnings per share 1.39 0.99 3.79 3.22
Dividends paid per share $ 0.23 $ 0.21 $ 0.69 $ 0.63
v3.25.1
CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME        
Net Income $ 15,683 $ 11,307 $ 42,792 $ 36,652
Other comprehensive income (loss):        
Unrealized gains (losses) on securities available-for-sale 3,175 (1,130) 4,488 2,195
Less: reclassification adjustment for realized gains (losses) included in net income 48 (807) 48 (1,489)
Tax (expense) benefit (688) 72 (977) (810)
Total other comprehensive income (loss) 2,439 (251) 3,463 2,874
Comprehensive Income $ 18,122 $ 11,056 $ 46,255 $ 39,526
v3.25.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Common Stock
Additional Paid-In Capital
Retained Earnings
Treasury Stock
Accumulated Other Comprehensive Loss
Total
BEGINNING BALANCE at Jun. 30, 2023 $ 119 $ 218,260 $ 270,720 $ (21,116) $ (21,925) $ 446,058
Net income     36,652     36,652
Change in unrealized loss on available for sale securities         2,874 2,874
Dividends paid on common stock     (7,145)     (7,145)
Stock option expense   283       283
Stock grant expense   657       657
Stock options exercised   391       391
Common stock issued 1         1
Treasury stock purchased       (187)   (187)
ENDING BALANCE at Mar. 31, 2024 120 219,591 300,227 (21,303) (19,051) 479,584
BEGINNING BALANCE at Dec. 31, 2023 119 218,675 291,304 (21,116) (18,800) 470,182
Net income     11,307     11,307
Change in unrealized loss on available for sale securities         (251) (251)
Dividends paid on common stock     (2,384)     (2,384)
Stock option expense   84       84
Stock grant expense   657       657
Stock options exercised   175       175
Common stock issued 1         1
Treasury stock purchased       (187)   (187)
ENDING BALANCE at Mar. 31, 2024 120 219,591 300,227 (21,303) (19,051) 479,584
BEGINNING BALANCE at Jun. 30, 2024 120 219,680 311,376 (24,973) (17,455) 488,748
Net income     42,792     42,792
Change in unrealized loss on available for sale securities         3,463 3,463
Dividends paid on common stock     (7,783)     (7,783)
Stock option expense   272       272
Stock grant expense   1,298       1,298
ENDING BALANCE at Mar. 31, 2025 120 221,250 346,385 (24,973) (13,992) 528,790
BEGINNING BALANCE at Dec. 31, 2024 120 220,358 333,297 (24,973) (16,431) 512,371
Net income     15,683     15,683
Change in unrealized loss on available for sale securities         2,439 2,439
Dividends paid on common stock     (2,595)     (2,595)
Stock option expense   93       93
Stock grant expense   799       799
ENDING BALANCE at Mar. 31, 2025 $ 120 $ 221,250 $ 346,385 $ (24,973) $ (13,992) $ 528,790
v3.25.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Parenthetical) - $ / shares
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY        
Dividends paid on common stock $ 0.23 $ 0.21 $ 0.69 $ 0.63
v3.25.1
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Cash Flows From Operating Activities:    
Net Income $ 42,792,000 $ 36,652,000
Items not requiring (providing) cash:    
Depreciation 4,866,000 4,452,000
Loss (gain) on disposal of fixed assets 72,000 (13,000)
Stock option and stock grant expense 1,570,000 940,000
(Gain) loss on sale/write-down of foreclosed property (29,000) 55,000
Amortization of intangible assets 2,683,000 3,053,000
Accretion of purchase accounting adjustments (3,348,000) (4,277,000)
Increase in cash surrender value of bank owned life insurance (BOLI) (1,551,000) (1,413,000)
Provision for credit losses 4,023,000 2,700,000
(Gain) loss realized on sale of AFS securities (48,000) 1,489,000
Net accretion of premiums and discounts on securities (1,161,000) (500,000)
Originations of loans held for sale (14,131,000) (16,263,000)
Proceeds from sales of loans held for sale 14,815,000 16,021,000
Gain on sales of loans held for sale (608,000) (616,000)
Changes in:    
Accrued interest receivable (1,957,000) (2,936,000)
Prepaid expenses and other assets 465,000 (848,000)
Accounts payable and other liabilities 8,647,000 8,889,000
Deferred income taxes   420,000
Accrued interest payable (2,866,000) 7,242,000
Net cash provided by operating activities 54,234,000 55,047,000
Cash Flows From Investing Activities:    
Net increase in loans (172,472,000) (149,660,000)
Net change in interest-bearing deposits 248,000 744,000
Proceeds from maturities of available for sale securities 49,902,000 28,032,000
Proceeds from sales of available for sale securities 72,000 29,375,000
Net (purchases) redemptions of Federal Home Loan Bank stock (444,000) 2,873,000
Purchases of Federal Reserve Bank of St. Louis stock (23,000) (6,000)
Purchases of available-for-sale securities (79,352,000) (70,848,000)
Purchases of long-term investments and other assets (362,000) (160,000)
Purchases of premises and equipment (4,787,000) (7,125,000)
Investments in state & federal tax credits (1,934,000) (6,494,000)
Proceeds from sale of fixed assets   16,000
Proceeds from sale of foreclosed assets 2,785,000 992,000
Net cash used in investing activities (206,367,000) (172,261,000)
Cash Flows From Financing Activities:    
Net increase (decrease) in demand deposits and savings accounts 47,076,000 (10,304,000)
Net increase in certificates of deposits 271,265,000 280,292,000
Net increase in securities sold under agreements to repurchase 5,602,000  
Proceeds from Federal Home Loan Bank advances 260,000,000 271,000,000
Repayments of Federal Home Loan Bank advances (258,040,000) (302,539,000)
Exercise of stock options   391,000
Purchase of treasury stock   (187,000)
Dividends paid on common stock (7,783,000) (7,145,000)
Net cash provided by financing activities 318,120,000 231,508,000
Increase in cash and cash equivalents 165,987,000 114,294,000
Cash and cash equivalents at beginning of period 60,904,000 53,979,000
Cash and cash equivalents at end of period 226,891,000 168,273,000
Noncash investing and financing activities:    
Conversion of loans to foreclosed real estate 625,000 1,742,000
Conversion of loans to repossessed assets 74,000 191,000
Right of use (ROU) assets obtained in exchange for lease obligations: Operating Leases   734,000
Cash paid during the period for:    
Interest (net of interest credited) 5,978,000 5,984,000
Income taxes $ 4,889,000 $ 1,882,000
v3.25.1
Basis of Presentation
9 Months Ended
Mar. 31, 2025
Basis of Presentation  
Basis of Presentation

Note 1:  Basis of Presentation

The accompanying unaudited interim condensed consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America for interim financial information and with the instructions to Form 10-Q and Rule 10-01 of Securities and Exchange Commission (“SEC”) Regulation SX. Accordingly, they do not include all of the information and footnotes required by accounting principles generally accepted in the United States of America for complete financial statements. In the opinion of management, all material adjustments (consisting only of normal recurring accruals) considered necessary for a fair presentation have been included. The condensed consolidated balance sheet of the Company as of June 30, 2024, has been derived from the audited consolidated balance sheet of the Company as of that date. Operating results for the three- and nine- month periods ended March 31, 2025, are not necessarily indicative of the results that may be expected for the entire fiscal year. For additional information, refer to the audited consolidated financial statements included in the Company’s June 30, 2024, Form 10-K, which was filed with the SEC.

The accompanying condensed consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated in consolidation.

Certain amounts reported in prior periods have been reclassified to conform to the March 31, 2025 presentation. These reclassifications did not materially impact the Company’s consolidated financial statements.

Correction of an Immaterial Error in Prior Period Financial Statements:

Certain prior period amounts in the Consolidated Balance Sheets, Consolidated Statements of Income and Note 12: Fair Value Measurements have been corrected as discussed below. No other financial statements or notes were impacted by these corrections.

The Company has corrected its Consolidated Balance Sheet at June 30, 2024, the Consolidated Statement of Income for the three- and nine- month periods ended March 31, 2024, and the Fair Value of Financial Instruments table at June 30, 2024 in Note 12: Fair Value Measurements, within this Quarterly Report on Form 10-Q for an error in classification between deposits and securities sold under agreements to repurchase.

The balance of securities sold under agreements to repurchase is now being presented as a separate line item on the Consolidated Balance Sheet and Fair Value of Financial Instruments table included in the notes to the financial statements. The Company had previously included the agreements with deposits. The interest expense associated with the securities is now being presented as a separate line on the Consolidated Statements of Income. Previously, the Company included this in deposits interest expense.

The Company assessed the materiality of this change in presentation on prior period consolidated financial statements in accordance with SEC Staff Accounting Bulletin No. 99, “Materiality,” (ASC Topic 250, Accounting Changes and Error Corrections). Based on this assessment, the Company concluded that these error corrections in its Consolidated Balance Sheets, Consolidated Statements of Income, and Notes to the Financial Statements are not material to any previously presented financial statements. The corrections had no impact on the Consolidated Statements of Comprehensive Income, Consolidated Statements of Stockholders’ Equity, or Consolidated Statement of Cash Flow, for any previously presented interim or annual financial statements. Accordingly, the Company corrected the previously reported immaterial errors for the year ended June 30, 2024 and the three- and nine- month periods ended March 31, 2024 in this Quarterly Report on Form 10-Q.

Consolidated Balance Sheet

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Liabilities and Stockholders' Equity:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Consolidated Statement of Income

For the three- month period ended March 31, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

28,021

$

(128)

$

27,893

Securities sold under agreements to repurchase

-

128

128

Consolidated Statement of Income

For the nine- month period ended March 31, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

74,032

$

(327)

$

73,705

Securities sold under agreements to repurchase

-

327

327

Fair Value of Financial Instruments

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Carrying Amount:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Significant Other Observable Inputs (Level 2):

Securities sold under agreements to repurchase

-

9,398

9,398

v3.25.1
Organization and Summary of Significant Accounting Policies
9 Months Ended
Mar. 31, 2025
Organization and Summary of Significant Accounting Policies  
Organization and Summary of Significant Accounting Policies

Note 2:  Organization and Summary of Significant Accounting Policies

Organization. Southern Missouri Bancorp, Inc., a Missouri corporation (the Company) was organized in 1994 and is the parent company of Southern Bank (the Bank). Substantially all of the Company’s consolidated revenues are derived from the operations of the Bank, and the Bank represents substantially all of the Company’s consolidated assets and liabilities. SB Real Estate Investments, LLC is a wholly-owned subsidiary of the Bank formed to hold Southern Bank Real Estate Investments, LLC. Southern Bank Real Estate Investments, LLC is a real estate investment trust (REIT) which is controlled by SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At March 31, 2025, assets of the REIT were approximately $1.3 billion, and consisted primarily of real estate loan participations acquired from the Bank.

The Bank is primarily engaged in providing a full range of banking and financial services to individuals and corporate customers in its market areas. The Bank and Company are subject to competition from other financial institutions. The Bank and Company are subject to the regulation of certain federal and state agencies and undergo periodic examinations by those regulatory authorities.

Basis of Financial Statement Presentation. The condensed consolidated financial statements of the Company have been prepared in conformity with accounting principles generally accepted in the United States of America and general practices within the banking industry. In the normal course of business, the Company encounters two significant types of risk: economic and regulatory. Economic risk is comprised of interest rate risk, credit risk, and market risk. The Company is subject to interest rate risk to the degree that its interest-bearing liabilities reprice on a different basis than its interest-earning assets. Credit risk is the risk of default on the Company’s investment or loan portfolios resulting from the borrowers’ inability or unwillingness to make contractually required payments. Market risk reflects changes in the value of the investment portfolio, collateral underlying loans receivable, and the value of the Company’s investments in real estate.

Principles of Consolidation. The condensed consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated.

Use of Estimates. The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses.

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions, interest-bearing deposits in other depository institutions, and securities purchased under agreements to resell with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $172.7 million and $7.7 million at March 31, 2025 and June 30, 2024, respectively. Securities purchased under agreements to resell totaled $25.3 million and $0 at March 31, 2025 and June 30, 2024, respectively, and are included in these totals. Other correspondent deposits are held in various commercial banks with a total of $1.8 million and $2.3 million exceeding the FDIC’s deposit insurance limits at March 31, 2025 and June 30, 2024, respectively, as well as at the Federal Reserve and the Federal Home Loan Banks of Des Moines and Chicago.

Interest-Bearing Time Deposits. Interest bearing time deposits in banks mature within three years and are carried at cost.

Available for Sale Securities. Available for sale securities (AFS), which include any security for which the Company has no immediate plan to sell but which may be sold in the future, are carried at fair value. Unrealized gains and losses, net of tax, are reported in accumulated other comprehensive loss, a component of stockholders’ equity. All securities have been classified as available for sale.

Premiums and discounts on debt securities are amortized or accreted as adjustments to income over the estimated life of the security using the level yield method. Realized gains or losses on the sale of securities is based on the specific identification method. The fair value of securities is based on quoted market prices or dealer quotes. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities.

The Company does not invest in collateralized mortgage obligations that are considered high risk.

For AFS securities with fair value less than amortized cost that management has no intent to sell and believes that it more likely than not will not be required to sell prior to recovery, only the credit loss component of the impairment is recognized in earnings, while the noncredit loss is recognized in accumulated other comprehensive loss. The credit loss component recognized in earnings is identified as the amount of principal cash flows not expected to be received over the remaining term of the security as projected based on cash flow projections, and is recorded to the Allowance for Credit Losses (ACL), by a charge to provision for credit losses. Accrued interest receivable is excluded from the estimate of credit losses. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired AFS security, or, if it is more likely than not the Company will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount would be

recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation.

The Company evaluates impaired AFS securities at the individual level on a quarterly basis, and considers factors including, but not limited to: the extent to which the fair value of the security is less than the amortized cost basis; adverse conditions specifically related to the security, an industry, or geographic area; the payment structure of the security and likelihood of the issuer to be able to make payments that may increase in the future; failure of the issuer to make scheduled interest or principal payments; any changes to the rating of the security by a rating agency; and the ability and intent to hold the security until maturity. A qualitative determination as to whether any portion of the impairment is attributable to credit risk is acceptable. There were no credit-related factors underlying unrealized losses on AFS securities at March 31, 2025, or June 30, 2024.

Changes in the ACL are recorded as expense. Losses are charged against the ACL when management believes the uncollectability of an AFS debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Federal Reserve Bank and Federal Home Loan Bank Stock. The Bank is a member of the Federal Reserve and the Federal Home Loan Bank (FHLB) systems. Capital stock of the Federal Reserve and the FHLB is a required investment of the Bank based upon a predetermined formula and is carried at cost.

Loans. Loans are generally stated at unpaid principal balances, less the ACL, any net deferred loan origination fees, and unamortized premiums or discounts on purchased loans.

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

The ACL is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans, and is established through a provision for credit losses (PCL) charged to current earnings. The ACL is increased by the provision for credit losses on loans charged to expense and reduced by loans charged off, net of recoveries. Loans are charged off in the period deemed uncollectible, based on management’s analysis of expected cash flows (for non-collateral dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries of loans previously charged off, if any, are credited to the allowance when received.

Management estimates the ACL using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Adjustments may be made to historical loss information for differences identified in current loan-specific risk characteristics, such as differences in underwriting standards or terms; lending review systems; experience, ability, or depth of lending management and staff; portfolio growth and mix; delinquency levels and trends; as well as for changes in environmental conditions, such as changes in economic activity or employment, agricultural economic conditions, property values, or other relevant factors. The Company generally incorporates a reasonable and supportable forecast period of four quarters, and a four-quarter, straight-line reversion period to return to long-term historical averages. Accrued interest receivable is excluded from the estimate of credit losses.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. For loans that do not share general risk characteristics with the collectively evaluated pools, the Company estimates credit losses on an individual loan basis, and these loans are excluded from the collectively evaluated pools. An ACL for an individually evaluated loan is recorded when the amortized cost basis of the loan exceeds the discounted estimated cash flows using the loan’s initial effective interest rate or the fair value, less estimated costs to sell, of the collateral for certain collateral dependent loans. For the collectively evaluated pools, the Company segments the loan portfolio primarily by loan purpose and collateral into 24 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company primarily utilizes the discounted cash flow (DCF) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal, the Company utilizes the remaining life method. The DCF model implements probability of default (PD) and loss given default (LGD) calculations at the instrument level. PD and LGD are determined based on statistical analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default to include an event of charge off, an adverse (substandard or worse) internal credit rating, becoming delinquent 90 days or more, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow, including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag.

Loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination are considered purchased credit deteriorated (PCD) loans. At the acquisition date, an estimate of expected credit losses is made for groups of PCD loans with similar risk characteristics and individual PCD loans without similar risk characteristics. This initial ACL is allocated to individual PCD loans and added to the purchase price or acquisition date fair values to establish the initial amortized cost basis of the PCD loans. As the initial ACL is added to the purchase price, there is no credit loss expense recognized upon acquisition of a PCD loan. Any difference between the unpaid principal balance of PCD loans and the amortized cost basis is considered to relate to non-credit factors and results in a discount or premium. Discounts and premiums are recognized through interest income on a level-yield method over the life of the loans.

Loan fees and certain direct loan origination costs are deferred, and the net fee or cost is recognized as an adjustment to interest income using the interest method over the contractual life of the loans.

Off-Balance Sheet Credit Exposures. Off-balance sheet credit instruments include commitments to make loans, and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of non-performance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The ACL for off-balance sheet credit exposures is estimated by loan pool on a quarterly basis under the current CECL model using the same methodologies as portfolio loans, taking into consideration the likelihood that funding will occur and is included in other liabilities on the Company’s consolidated balance sheets. The Company records an ACL on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancelable.

Foreclosed Real Estate. Real estate acquired by foreclosure or by deed in lieu of foreclosure is initially recorded at fair value less estimated selling costs, establishing a new cost basis. Any costs for development and improvement of the property that are warranted are capitalized.

Valuations are periodically performed by management, and an allowance for losses is established by a charge to operations if the carrying value of a property exceeds its estimated fair value, less estimated selling costs.

Loans to facilitate the sale of real estate acquired in foreclosure are discounted if made at less than market rates. Discounts are amortized over the fixed interest period of each loan using the interest method.

Premises and Equipment. Premises and equipment are stated at cost less accumulated depreciation and include expenditures for major betterments and renewals. Maintenance, repairs, and minor renewals are expensed as incurred. When property is retired or sold, the retired asset and related accumulated depreciation are removed from the accounts and the resulting gain or loss taken into income. The Company reviews property and equipment for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. If

such assets are considered to be impaired, the impairment loss recognized is measured by the amount by which the carrying amount exceeds the fair value of the assets.

Depreciation is computed by use of straight-line and accelerated methods over the estimated useful lives of the assets. Estimated lives are generally seven to forty years for premises, three to seven years for equipment, and three years for software.

Bank Owned Life Insurance. Bank owned life insurance policies are reflected in the condensed consolidated balance sheets at the estimated cash surrender value. Changes in the cash surrender value of these policies, as well as a portion of the insurance proceeds received, are recorded in noninterest income in the condensed consolidated statements of income.

Goodwill. The Company’s goodwill is evaluated annually for impairment or more frequently if impairment indicators are present. A qualitative assessment is performed to determine whether the existence of events or circumstances leads to a determination that it is more likely than not that the fair value is less than the carrying amount, including goodwill. If, based on the evaluation, it is determined to be more likely than not that the fair value is less than the carrying value, then goodwill is tested further for impairment. If the implied fair value of goodwill is lower than its carrying amount, a goodwill impairment is indicated and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the financial statements. As of June 30, 2024, the date of the Company’s annual test, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the market value of the Company’s common stock; concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations. There was no impairment of goodwill at March 31, 2025.

Intangible Assets. The Company’s intangible assets at March 31, 2025 included gross core deposit intangibles of $39.1 million with $20.3 million accumulated amortization, gross other identifiable intangibles of $6.6 million with accumulated amortization of $4.4 million, and mortgage and SBA servicing rights of $3.0 million. At June 30, 2024, the Company’s intangible assets included gross core deposit intangibles of $39.1 million with $17.8 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $4.2 million, and mortgage and SBA servicing rights of $3.0 million. The Company’s core deposit and other intangible assets are being amortized using the straight line method, in accordance with ASC 350, over periods ranging from five to ten years, with amortization expense expected to be approximately $857,000 in the remainder of fiscal 2025, $3.1 million in fiscal 2026, $2.7 million in fiscal 2027, $2.7 million in fiscal 2028, $2.7 million in fiscal 2029, and $8.9 million thereafter. As of March 31, 2025 and June 30, 2024, there was no impairment of other intangible assets indicated.

The Company records mortgage servicing rights (MSR) at fair value for all mortgage loans sold on a servicing retained basis with subsequent adjustments to fair value of MSR in accordance with FASB ASC 860. An estimate of the fair value of the Company’s MSR is determined utilizing assumptions about factors such as mortgage interest rates, discount rates, mortgage loan prepayment speeds, market trends and industry demand. Changes in the fair value of MSR are recorded in loan servicing fees in the consolidated statements of income.

Income Taxes. The Company accounts for income taxes in accordance with income tax accounting guidance (ASC 740, Income Taxes). The income tax accounting guidance results in two components of income tax expense: current and deferred. Current income tax expense reflects taxes to be paid or refunded for the current period by applying the provisions of the enacted tax law to the taxable income or excess of deductions over revenues. The Company determines deferred income taxes using the liability (or balance sheet) method. Under this method, the net deferred tax asset or liability is based on the tax effects of the differences between the book and tax bases of assets and liabilities, and enacted changes in tax rates and laws are recognized in the period in which they occur.

Deferred income tax expense results from changes in deferred tax assets and liabilities between periods. Deferred tax assets are recognized if it is more likely than not, based on the technical merits, that the tax position will be realized or sustained upon examination. The term more likely than not means a likelihood of more than 50 percent; the terms examined and upon examination also include resolution of the related appeals or litigation processes, if any. A tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing authority that has full knowledge of all relevant information. The determination of whether or not a tax position has met the more-likely-than-not recognition threshold considers the facts, circumstances, and information available at the

reporting date and is subject to management’s judgment. Deferred tax assets are reduced by a valuation allowance if, based on the weight of evidence available, it is more likely than not that some portion or all of a deferred tax asset will not be realized.

The Company recognizes interest and penalties, if any, on income taxes as a component of income tax expense.

The Company files consolidated income tax returns with its subsidiaries, the Bank and SB Real Estate Investments, LLC, with a tax year ended June 30. Southern Bank Real Estate Investments, LLC files a separate REIT return for federal tax purposes, and also files state income tax returns, with a tax year ended December 31.

Derivative Financial Instruments and Hedging Activities. The Company enters into derivative financial instruments, primarily interest rate swaps, to manage interest rate risk, facilitate asset/liability management strategies and manage other exposures. Derivative instruments are accounted pursuant to ASC Topic 815, “Derivatives and Hedging”, which requires companies to recognize derivative instruments as either assets or liabilities in the consolidated balance sheet. All derivative financial instruments are recognized as other assets or other liabilities, as applicable, at estimated fair value. The change in each of these financial statement line items is included as operating cash flows in the accompanying consolidated statements of cash flows. The Company does not speculate using derivative instruments. Derivative financial instruments are more fully described in Note 13.

Incentive Plans. The Company accounts for its Equity Incentive Plan (EIP), and Omnibus Incentive Plan (OIP) in accordance with ASC 718, “Share-Based Payment.” Compensation expense is based on the market price of the Company’s stock on the date the shares are granted and is recorded over the vesting period. The difference between the grant-date fair value and the fair value on the date the shares are considered earned represents a tax benefit to the Company that is recorded as an adjustment to income tax expense.

Non-Employee Directors’ Retirement. The Bank entered into directors’ retirement agreements beginning in April 1994 for non-employee directors and continued to do so for new non-employee directors joining the Bank’s board through December 2014. These directors’ retirement agreements provide that each participating non-employee director (participant) shall receive, upon termination of service on the Board on or after age 60, other than termination for cause, a benefit in equal annual installments over a five year period. The benefit will be based upon the product of the participant’s vesting percentage and the total Board fees paid to the participant during the calendar year preceding termination of service on the Board. The vesting percentage shall be determined based upon the participant’s years of service on the Board.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. Benefits shall not be payable to anyone other than the beneficiary, and shall terminate on the death of the beneficiary.

Stock Options. Compensation cost is measured based on the grant-date fair value of the equity instruments issued, and recognized over the vesting period during which an employee provides service in exchange for the award.

Earnings Per Share. Basic earnings per share available to common stockholders is computed using the weighted-average number of common shares outstanding. Diluted earnings per share available to common stockholders includes the effect of all weighted-average dilutive potential common shares (stock options and restricted stock grants) outstanding during each period.

Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income (loss) includes unrealized appreciation (depreciation) on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a credit loss has been recognized in income, and changes in the funded status of defined benefit pension plans.

Transfers Between Fair Value Hierarchy Levels. Transfers in and out of Level 1 (quoted market prices), Level 2 (other significant observable inputs) and Level 3 (significant unobservable inputs) are recognized on the period ending date.

Wealth Management Assets and Fees. Assets managed in fiduciary or investment management accounts by the Company are not included in the consolidated balance sheets since such items are not assets of the Company or its subsidiaries. Fees from fiduciary or investment management activities are recorded on a cash basis over the period in which the service is provided. Fees are generally a function of the market value of assets managed and administered, the volume of transactions, and fees for other services rendered, as set forth in the agreement between the customer and the Company. This revenue recognition involves the use of estimates and assumptions, including components that are calculated based on asset valuations and transaction volumes. Any out-of-pocket expenses or services not typically covered by the fee schedule for fiduciary activities are charged directly to the account on a gross basis as revenue is incurred. The Southern Wealth Management division, which is a division of the Bank, held fiduciary assets totaling $106.2 million and $100.9 million as of March 31, 2025 and June 30, 2024, respectively, and investment management assets totaling $520.1 million and $474.7 million as of March 31, 2025 and June 30, 2024, respectively.

New Accounting Pronouncements:

In January 2021, the FASB published ASU 2021-01, “Reference Rate Reform. (Topic 848)”. ASU 2021-01 clarified that certain optional expedients and exceptions in Topic 848 for contract modifications and hedge accounting apply to derivatives that are affected by the discounting transition. The ASU also amended the expedients and exceptions in Topic 848 to capture the incremental consequences of the scope clarification and to tailor the existing guidance to derivative instruments affected by the discounting transition. An entity may elect to apply the amendments in this update on a full retrospective basis as of any date from the beginning of an interim period that includes or is subsequent to March 12, 2020, or on a prospective basis to new modifications from any date within an interim period that includes or is subsequent to the date of the issuance of a final update, up to the date that financial statements are available to be issued. If an entity elects to apply any of the amendments in this update for an eligible hedging relationship, any adjustments as a result of those elections must be reflected as of the date the entity applies the election. Originally, the amendments in this update did not apply to contract modifications made after December 31, 2022, new hedging relationships entered into after December 31, 2022, and existing hedging relationships evaluated for effectiveness in periods after December 31, 2022 except for hedging relationships existing as of December 31, 2022, that apply certain optional expedients in which the accounting effects are recorded through the end of the hedging relationship (including periods after December 31, 2022). With the issuance of ASU 2022-06 Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2021-01 was extended from December 31, 2022 to December 31, 2024. The adoption of this ASU did not have a material impact on the Company’s consolidated financial statements.

In November 2023, the FASB issued ASU 2023-07, “Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures.” The amendments in this update improve financial reporting by requiring disclosure of incremental segment information on an annual and interim basis for all public entities to enable investors to develop more decision-useful financial analyses. The amendments in this update do not change how a public entity identifies its operating segments, aggregates those operating segments, or applies the quantitative thresholds to determine its reportable segments. The amendments of this ASU are effective for fiscal years beginning after December 15, 2023 and interim periods within fiscal years beginning after December 15, 2024. The Company is evaluating the accounting and disclosure of this ASU and does not expect it to have a material impact on the consolidated financial statements.

On December 14, 2023, the FASB published ASU 2023-02, “Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method.” This ASU permits reporting entities to elect to account for tax equity investments, regardless of the tax credit program for which the income tax credits are received, using the proportional amortization method if certain conditions are met. Under the proportional amortization method, an entity amortizes the initial cost of the investment in proportion to the income tax credits and other income tax benefits received and recognizes the net amortization and income tax credits and other income tax benefits in the income statement as a component of income tax expense. A reporting entity makes an accounting policy election to apply the proportional amortization method on a tax-credit-program-by-tax-credit-program basis rather than electing to apply the proportional amortization method at the reporting entity level or to individual investments. This ASU also requires specific disclosures of investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method. The ASU was effective for fiscal years beginning after December 15, 2023, and was effective for the Company beginning July 1, 2024. The adoption of ASU 2023-02 did not have a material impact on the Company’s consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes - Improvements to Income Tax Disclosures (Topic 740)”. ASU 2023-09 was issued to address requests by investors and creditors for enhanced transparency and decision usefulness of income tax disclosures. Public business entities (PBEs) would be required to prepare an annual detailed, tabular tax rate reconciliation. All other entities would be required to provide qualitative disclosure on specific categories and individual jurisdictions that result in significant differences between the statutory and effective tax rates. All entities would be required to annually disclose taxes paid disaggregated by federal, state, and foreign taxes, as well as disaggregating taxes by individual jurisdiction if taxes paid exceed 5% of total income taxes paid. The ASU is effective for PBEs for fiscal years beginning after December 15, 2024. The Company is evaluating the accounting and disclosure of this ASU and does not expect it to have a material impact on the consolidated financial statements.

In November 2024, the FASB issued ASU 2024-03, “Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40)”. ASU 2024-03 was issued to improve the disclosures about a public business entity’s expenses and address requests from investors for more detailed information about the types of expenses (including purchases of inventory, employee compensation, depreciation, amortization, and depletion) in commonly presented expense captions (such as cost of sales, SG&A, and research and development). The ASU is effective for PBEs for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. The Company does not expect adoption of ASU 2024-03 to have a material impact on its consolidated financial statements, but will impact disclosures.

v3.25.1
Available for Sale Securities
9 Months Ended
Mar. 31, 2025
Available for Sale Securities  
Available for Sale Securities

Note 3:  Available for Sale Securities

The amortized cost, gross unrealized gains, gross unrealized losses, ACL, and approximate fair value of securities available for sale consisted of the following:

March 31, 2025

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

27,313

$

4

$

(1,918)

$

$

25,399

Corporate obligations

33,119

93

(877)

32,335

Asset-backed securities

38,240

745

(180)

38,805

Other securities

 

4,416

 

15

 

(66)

 

 

4,365

Total debt securities

103,088

857

(3,041)

100,904

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

134,178

1,110

(5,834)

129,454

Commercial MBS issued by GSEs

68,170

362

(4,820)

63,712

CMOs issued by GSEs

175,395

218

(6,753)

168,860

Total MBS and CMOs

 

377,743

 

1,690

 

(17,407)

 

362,026

Total AFS securities

$

480,831

$

2,547

$

(20,448)

$

$

462,930

June 30, 2024

 

 

Gross

 

Gross

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

29,960

$

4

$

(2,211)

$

$

27,753

Corporate obligations

32,998

60

(1,781)

31,277

Asset-backed securities

57,403

1,525

(249)

58,679

Other securities

5,387

 

20

 

(74)

 

5,333

Total debt securities

125,748

1,609

(4,315)

123,042

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

110,918

692

(6,855)

104,755

Commercial MBS issued by GSEs

65,195

297

(5,746)

59,746

CMOs issued by GSEs

148,382

82

(8,104)

140,360

Total MBS and CMOs

 

324,495

 

1,071

 

(20,705)

 

 

304,861

Total AFS securities

$

450,243

$

2,680

$

(25,020)

$

$

427,903

The amortized cost and estimated fair value of available for sale securities, by contractual maturity, are shown below. Expected maturities will differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without penalties.

March 31, 2025

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

81

$

82

After one year but less than five years

 

28,318

 

28,060

After five years but less than ten years

 

44,990

 

43,057

After ten years

 

29,699

 

29,705

Total investment securities

 

103,088

 

100,904

MBS and CMOs

 

377,743

 

362,026

Total AFS securities

$

480,831

$

462,930

The carrying value of marketable securities pledged as collateral to secure public deposits amounted to $291.3 million and $265.5 million at March 31, 2025 and June 30, 2024, respectively. The securities pledged consisted of $148.7 million and $137.0 million of MBS, $107.3 million and $103.5 million of CMOs, $31.7 million and $20.8 million of Obligations of State and Political Subdivisions Obligations, and $3.6 million and $4.3 million of Other Securities at March 31, 2025 and June 30, 2024, respectively.

The following tables show the gross unrealized losses and fair value of the Company’s investments, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position for which an ACL has not been recorded at March 31, 2025 and June 30, 2024:

March 31, 2025

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

(dollars in thousands)

Obligations of state and political subdivisions

$

6,083

$

84

$

15,689

$

1,834

$

21,772

$

1,918

Corporate obligations

2,918

6

18,939

871

21,857

877

Asset-backed securities

2,577

1

803

179

3,380

180

Other securities

19

3,847

66

3,866

66

MBS and CMOs

 

70,505

 

562

 

159,315

 

16,845

 

229,820

 

17,407

Total AFS securities

$

82,102

$

653

$

198,593

$

19,795

$

280,695

$

20,448

June 30, 2024

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

(dollars in thousands)

Obligations of state and political subdivisions

$

3,720

$

38

$

21,762

$

2,173

$

25,482

$

2,211

Corporate obligations

25,295

1,781

25,295

1,781

Asset-backed securities

7,234

249

7,234

249

Other securities

4,404

31

287

43

4,691

74

MBS and CMOs

 

56,820

 

621

 

193,382

 

20,084

 

250,202

 

20,705

Total AFS securities

$

64,944

$

690

$

247,960

$

24,330

$

312,904

$

25,020

The following information pertaining to unrealized losses and ACL on securities, by security type, is presented as of March 31, 2025.

Obligations of state and political subdivisions. The unrealized losses on the Company’s investments in obligations of state and political subdivisions include 10 individual securities which have been in an unrealized loss position for less than 12 months and 35 individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

Corporate and Other Obligations. The unrealized losses on the Company’s investments in corporate obligations include four securities which have been in an unrealized loss position for less than 12 months and 14 individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

Asset-Backed Securities. The unrealized losses on the Company’s investments in asset-backed securities include one individual security which have been in an unrealized loss position for less than 12 months and three individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized loss was caused by variations in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

MBS and CMOs. The unrealized losses on the Company’s investments in MBS and CMOs include 18 individual securities which have been in an unrealized loss position for less than 12 months, and 106 individual securities which have been in an unrealized loss position for 12 months or more. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

The Company does not believe that any individual unrealized loss as of March 31, 2025, is the result of a credit loss. However, the Company could be required to recognize an ACL in future periods with respect to its available for sale investment securities portfolio.

Credit Losses Recognized on Investments.  There were no credit losses recognized in income and other losses or recorded in other comprehensive loss for the three- or nine- month periods ended March 31, 2025 and 2024.

v3.25.1
Loans and Allowance for Credit Losses
9 Months Ended
Mar. 31, 2025
Loans and Allowance for Credit Losses  
Loans and Allowance for Credit Losses

Note 4:  Loans and Allowance for Credit Losses

Classes of loans are summarized as follows:

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

1-4 residential real estate

$

978,908

$

925,397

Non-owner occupied commercial real estate

 

897,125

 

899,770

Owner occupied commercial real estate

 

440,282

 

427,476

Multi-family real estate

 

405,445

 

384,564

Construction and land development

323,499

290,541

Agriculture real estate

 

247,027

 

232,520

Total loans secured by real estate

 

3,292,286

 

3,160,268

Commercial and industrial

488,116

450,147

Agriculture production

186,058

175,968

Consumer

54,022

59,671

All other loans

3,216

3,981

Gross loans

 

4,023,698

 

3,850,035

Deferred loan fees, net

 

(189)

 

(232)

Allowance for credit losses

 

(54,940)

 

(52,516)

Net loans

$

3,968,569

$

3,797,287

The Company’s lending activities consist of originating loans secured by mortgages on one- to four-family residences and commercial and agricultural real estate, construction loans on residential and commercial properties, commercial and agricultural business loans and consumer loans. At March 31, 2025, the Bank had purchased participations in 71 loans totaling $202.3 million, as compared to 71 loans totaling $178.5 million at June 30, 2024.

1-4 Residential Real Estate Lending. The Company actively originates loans for the acquisition or refinance of one- to four-family residences. This category includes both fixed-rate and adjustable-rate mortgage (ARM) loans amortizing over periods of up to 30 years, and the properties securing such loans may be owner-occupied or non-owner-occupied. Single-family residential loans do not generally exceed 90% of the lower of the appraised value or purchase price of the secured property. Substantially all of the one- to four-family residential mortgage originations in the Company’s portfolio are located within the Company’s primary lending area. General risks related to one- to four-family residential lending include stability of borrower income and collateral values.

Home equity lines of credit (HELOCs) are secured with a deed of trust and are generally issued up to 90% of the appraised or estimated value of the property securing the line of credit, less the outstanding balance on the first mortgage and are typically issued for a term of ten years. Interest rates on HELOCs are generally adjustable. Interest rates are based upon the loan-to-value ratio of the property with better rates given to borrowers with more equity. Risks related to HELOC lending generally include the stability of borrower income and collateral values.

Non-Owner Occupied and Owner Occupied Commercial Real Estate Lending. The Company actively originates loans secured by owner- and non-owner-occupied commercial real estate including single- and multi-tenant retail properties, restaurants, hotels, land (improved and unimproved), nursing homes and other healthcare facilities, warehouses and distribution centers, convenience stores, automobile dealerships and other automotive-related services, and other businesses. These properties are typically owned and operated by borrowers headquartered within the Company’s primary lending area; however, the property may be located outside the Company’s primary lending area. Risks to owner-occupied commercial real estate lending generally include the continued profitable operation of the borrower’s enterprise, as well as general collateral values, and may be heightened by unique, specific uses of the property serving as collateral. Non-owner-occupied commercial real estate lending risks include tenant demand and performance, lease rates, and vacancies, as well as collateral values and borrower leverage. These factors may be influenced by general economic conditions in the region, or in the United States generally.

Most commercial real estate loans originated by the Company generally are based on amortization schedules of up to 25 years with monthly principal and interest payments. Generally, the interest rate received on these loans is fixed for a maturity for up to ten years, with a balloon payment due at maturity. Alternatively, for some loans, the interest rate adjusts at least annually after an initial period up to seven years. The Company typically includes an interest rate “floor” in the loan agreement. Generally, improved commercial real estate loan amounts do not exceed 80% of the lower of the appraised value or the purchase price of the secured property.

Multi-Family Real Estate Lending. The Company originates loans secured by multi-family residential properties that are often located outside the Company’s primary lending area but made to borrowers who operate within the Company’s primary market area. The majority of the multi-family residential loans that are originated by the Company are amortized over periods generally up to 25 years, with balloon maturities typically up to ten years. Both fixed and adjustable interest rates are offered and it is typical for the Company to include an interest rate “floor” and “ceiling” in the loan agreement. Generally, multi-family residential loans do not exceed 85% of the lower of the appraised value or purchase price of the secured property. General risks related to multi-family residential lending include rental demand and supply, rental rates, and vacancies, as well as collateral values and borrower leverage.

Construction and Land Development Lending. The Company originates real estate loans secured by property or land that is under construction or development. Construction and land development loans originated by the Company are generally to finance the construction of owner occupied residential real estate, or to finance speculative construction of residential real estate, land development, or owner-operated or non-owner occupied commercial real estate. During construction, these loans typically require monthly interest-only payments, with single-family residential construction loans having maturities ranging from six to twelve months, while multi-family or commercial construction loans typically mature in 12 to 36 months. Once construction is completed, construction loans may be converted to permanent financing with monthly payments using amortization schedules of up to 30 years on residential and generally up to 25

years on commercial real estate. Construction and land development lending risks generally include successful timely and on-budget completion of the project, followed by the sale of the property in the case of land development or non-owner-occupied real estate, or the long-term occupancy of the property by the builder in the case of owner-occupied construction. Changes in real estate values or other economic conditions may impact the ability of a borrower to sell property developed for that purpose.

While the Company typically utilizes relatively short maturity periods to closely monitor the inherent risks associated with construction loans for these loans, weather conditions, change orders, availability of materials and/or labor, and other factors may contribute to the lengthening of a project, thus necessitating the need to renew the construction loan at the balloon maturity. Such extensions are typically executed in incremental three month periods to facilitate project completion. During construction, loans typically require monthly interest only payments which may allow the Company an opportunity to monitor for early signs of financial difficulty should the borrower fail to make a required monthly payment. Additionally, during the construction phase, the Company typically performs interim inspections which further provide the Company an opportunity to assess risk.

Agriculture Production and Agriculture Real Estate Lending. Agriculture production and agriculture real estate loans are generally comprised on seasonal operating lines to farmers to plant crops and term loans to fund the purchase of equipment, farmland, or livestock. This segment of lending includes pastureland and row crop ground. The Company originates substantially all agriculture production and agriculture real estate lending to borrowers headquartered in the Company’s primary lending area. Specific underwriting standards have been established for agricultural-related loans including the establishment of projections for each operating year based on industry developed estimates of farm input costs and expected commodity yields and prices. Agriculture production operating lines are typically written for one year and secured by the crop. Agricultural real estate terms offered usually have amortization schedules of up to 25 years with an 80% loan-to-value ratio, or 30 years with a 75% loan-to-value ratio. Risks to agricultural lending include unique factors such as commodity prices, yields, input costs, and weather, as well as farmland and farm equipment values.

Commercial and Industrial Lending. The Company’s commercial and industrial lending activities encompass loans with a variety of purposes and security, including loans to finance accounts receivable, inventory, equipment and operating lines of credit. The Company offers both fixed and adjustable rate commercial and industrial loans. Generally, commercial loans secured by fixed assets are amortized over periods up to five years. Commercial and industrial lending risk is primarily driven by the borrower’s successful generation of cash flow from their business enterprise sufficient to service debt, and may be influenced by factors specific to the borrower and industry, or by general economic conditions in the region or in the United States generally.

Consumer Lending. The Company offers a variety of secured consumer loans, including home equity, direct and indirect automobile loans, second mortgages, recreational vehicle loans and loans secured by deposits. The Company originates substantially all of its consumer loans in its primary lending area. Usually, consumer loans are originated with fixed rates for terms of up to 66 months, with the exception of home equity lines of credit, which are variable, tied to the prime rate of interest and are for a period of ten years.

Automobile loans originated by the Company include both direct loans and a smaller amount of loans originated by auto dealers. Typically, automobile loans are made for terms of up to 66 months for new and used vehicles. Loans secured by automobiles have fixed rates and are generally made in amounts up to 100% of the purchase price of the vehicle. Risks to automobile and other consumer lending generally include the stability of borrower income and borrower willingness to repay.

Allowance for Credit Losses. The PCL for the three- and nine- month periods ended March 31 2025, was $932,000 and $4.0 million, compared to $900,000 and $2.7 million in the same periods of the prior fiscal year. The PCL for the nine- month period ended March 31, 2025 was the result of a $3.8 million provision attributable to the ACL for loan balances outstanding, combined with a provision of $201,000 attributable to the allowance for off-balance sheet credit exposures, compared to a $4.9 million provision attributable to the ACL for loan balances outstanding, and a $2.2 million benefit attributable to the allowance for off-balance sheet credit exposures for the same period of the prior fiscal year. The Company has estimated its expected credit losses as of March 31, 2025, under ASC 326-20, and management believes the ACL as of that date was adequate based on that estimate. There remains, however, significant uncertainty as the Federal Reserve has tightened monetary policy to address inflation risks. Qualitative adjustments in the Company’s ACL

model were increased compared to June 30, 2024, due to various factors that are relevant to determining expected collectability of credit. The Company decreased the allowance attributable to classified hotel loans that have been slow to recover from the COVID-19 pandemic due to updated collateral appraisals, which provided a more favorable assessment than the Company’s prior period estimates. This was more than offset by a provision for credit loss due to loan net charge offs, specific reserves for individual credits, and to provide reserves for overdrafts. Additionally, PCL was required due to loan growth in the first nine months of fiscal year 2025. As a percentage of average loans outstanding, the Company recorded net charge offs of five basis points (annualized) during the first nine months of fiscal 2025, as compared to five basis points in the same period of the prior fiscal year. Specifically, management considered the following primary qualitative items in its estimate of the ACL:

●  economic conditions and projections as provided by the Federal Open Market Committee (FOMC) were utilized in the Company’s estimate at March 31, 2025. Economic factors considered in the projections included national levels of unemployment using the high bound of the FOMC’s central tendency, and national rates of inflation-adjusted growth in the gross domestic product using the low bound of the FOMC’s central tendency. Economic conditions have modestly declined, relative to June 30, 2024;

● the pace of growth of the Company’s loan portfolio, exclusive of acquisitions, relative to overall economic growth. This measure is considered to be a moderate and slightly decreasing risk factor, relative to June 30, 2024;

● levels and trends for loan delinquencies nationally and in the region. This is considered to be a low and stable risk factor, relative to June 30, 2024;

● quantified supported model adjustments and general imprecision adjustments. This factor was added for the June 30, 2024, ACL estimate as certain model adjustments capture highly specific issues or events that are not adequately captured in model outcomes. General imprecision adjustments address other sources of imprecision that are not specifically identifiable or quantifiable to a particular loan portfolio and have not been captured by the model or by a specific model adjustment. The Company considers general imprecision in three dimensions; economic forecast imprecision, model imprecision, and process imprecision.

PCD Loans. In connection with the acquisition of Citizens Bancshares Co. (Citizens) on January 20, 2023, and Fortune Financial Corporation (Fortune) on February 25, 2022, the Company acquired loans both with and without evidence of credit quality deterioration since origination. Acquired loans are recorded at their fair value at the time of acquisition with no carryover from the acquired institution’s previously recorded allowance for loan and lease losses. Acquired loans are accounted for under ASC 326, Financial Instruments – Credit Losses.

The fair value of acquired loans recorded at the time of acquisition is based upon several factors, including the timing and payment of expected cash flows, as adjusted for estimated credit losses and prepayments, and then discounting these cash flows using comparable market rates. The resulting fair value adjustment is recorded in the form of a premium or discount to the unpaid principal balance of the respective loans. As it relates to acquired loans that, as of the date of acquisition, have experienced a more-than-insignificant deterioration in credit quality since origination, the net premium or net discount is adjusted to reflect the Company’s allowance for credit losses recorded for PCD loans at the time of acquisition, and the remaining fair value adjustment is accreted or amortized into interest income over the remaining life of the respective loans. As it relates to loans not classified as PCD (non-PCD) loans, the credit loss and yield components of their fair value adjustment are aggregated, and the resulting net premium or net discount is accreted or amortized into interest income over the remaining life of the respective loans. The Company records an ACL for non-PCD loans at the time of acquisition through provision expense, and therefore, no further adjustments are made to the net premium or net discount for non-PCD loans.

The following tables present the balance in the ACL based on portfolio segment as of March 31, 2025 and 2024, and activity in the ACL for the three- and nine- month periods ended March 31, 2025 and 2024:

At period end and for the nine months ended March 31, 2025

 

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

10,528

$

817

$

(60)

$

46

$

11,331

Non-owner occupied commercial real estate

19,055

(1,483)

17,572

Owner occupied commercial real estate

4,815

387

(122)

5,080

Multi-family real estate

5,447

(254)

47

5,240

Construction and land development

2,901

487

(1)

3,387

Agriculture real estate

2,107

347

2,454

Commercial and industrial

6,233

1,443

(153)

49

7,572

Agriculture production

835

1,330

(976)

2

1,191

Consumer

578

748

(246)

16

1,096

All other loans

17

17

Total

$

52,516

$

3,822

$

(1,558)

$

160

$

54,940

At period end and for the three months ended March 31, 2025

 

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

12,664

$

(1,323)

$

(10)

$

$

11,331

Non-owner occupied commercial real estate

13,660

3,912

17,572

Owner occupied commercial real estate

5,707

(627)

5,080

Multi-family real estate

5,725

(485)

5,240

Construction and land development

4,717

(1,330)

3,387

Agriculture real estate

2,517

(63)

2,454

Commercial and industrial

8,063

(415)

(88)

12

7,572

Agriculture production

1,060

1,105

(976)

2

1,191

Consumer

603

533

(45)

5

1,096

All other loans

24

(7)

17

Total

$

54,740

$

1,300

$

(1,119)

$

19

$

54,940

 

At period end and for the nine months ended March 31, 2024

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

9,474

$

(13)

$

(42)

$

33

$

9,452

Non-owner occupied commercial real estate

13,863

5,389

(496)

18,756

Owner occupied commercial real estate

5,168

(717)

4,451

Multi-family real estate

6,806

(84)

(97)

6,625

Construction and land development

3,414

71

(289)

18

3,214

Agriculture real estate

2,567

(410)

2,157

Commercial and industrial

5,235

549

(249)

8

5,543

Agriculture production

782

(90)

692

Consumer

490

162

(257)

37

432

All other loans

21

(7)

14

Total

$

47,820

$

4,850

$

(1,430)

$

96

$

51,336

 

At period end and for the three months ended March 31, 2024

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

9,574

$

(121)

$

(1)

$

$

9,452

Non-owner occupied commercial real estate

16,599

2,157

18,756

Owner occupied commercial real estate

4,814

(363)

4,451

Multi-family real estate

6,188

437

6,625

Construction and land development

3,639

(425)

3,214

Agriculture real estate

2,379

(222)

2,157

Commercial and industrial

5,850

(245)

(65)

3

5,543

Agriculture production

570

122

692

Consumer

454

21

(48)

5

432

All other loans

17

(3)

14

Total

$

50,084

$

1,358

$

(114)

$

8

$

51,336

The following tables present the balance in the allowance for off-balance sheet credit exposure based on portfolio segment as of March 31, 2025 and 2024, and activity in the allowance for the three- and nine- month periods ended March 31, 2025 and 2024:

At period end and for the nine months ended March 31, 2025

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

140

$

56

$

196

Non-owner occupied commercial real estate

153

15

168

Owner occupied commercial real estate

136

38

174

Multi-family real estate

31

31

62

Construction and land development

1,912

(508)

1,404

Agriculture real estate

60

(30)

30

Commercial and industrial

782

444

1,226

Agriculture production

37

160

197

Consumer

12

(6)

6

All other loans

1

1

Total

$

3,263

$

201

$

3,464

At period end and for the three months ended March 31, 2025

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

229

$

(33)

$

196

Non-owner occupied commercial real estate

185

(17)

168

Owner occupied commercial real estate

169

5

174

Multi-family real estate

65

(3)

62

Construction and land development

1,965

(561)

1,404

Agriculture real estate

54

(24)

30

Commercial and industrial

1,032

194

1,226

Agriculture production

127

70

197

Consumer

6

6

All other loans

1

1

Total

$

3,832

$

(368)

$

3,464

At period end and for the nine months ended March 31, 2024

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

126

$

17

$

143

Non-owner occupied commercial real estate

154

36

190

Owner occupied commercial real estate

182

(18)

164

Multi-family real estate

16

18

34

Construction and land development

4,897

(2,242)

2,655

Agriculture real estate

50

(13)

37

Commercial and industrial

730

19

749

Agriculture production

107

45

152

Consumer

16

(2)

14

All other loans

10

(10)

Total

$

6,288

$

(2,150)

$

4,138

At period end and for the three months ended March 31, 2024

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

136

$

7

$

143

Non-owner occupied commercial real estate

151

39

190

Owner occupied commercial real estate

175

(11)

164

Multi-family real estate

9

25

34

Construction and land development

3,179

(524)

2,655

Agriculture real estate

47

(10)

37

Commercial and industrial

728

21

749

Agriculture production

157

(5)

152

Consumer

14

14

All other loans

Total

$

4,596

$

(458)

$

4,138

The following tables present year-to-date gross charge-offs by loan class and year of origination for the nine-month periods ended March 31, 2025 and 2024:

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

March 31, 2025

1-4 residential real estate

$

$

$

$

$

$

60

$

$

60

Owner occupied commercial real estate

 

 

 

122

 

 

 

 

 

122

Construction and land development

 

 

 

 

 

1

 

 

 

1

Commercial and industrial

 

 

22

 

103

 

 

17

 

11

 

 

153

Agriculture production

 

 

976

 

 

 

 

 

 

976

Consumer

 

3

 

113

 

70

 

38

 

5

 

17

 

 

246

Total gross charge-offs

$

3

$

1,111

$

295

$

38

$

23

$

88

$

$

1,558

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

March 31, 2024

1-4 residential real estate

$

$

$

6

$

$

$

36

$

$

42

Non-owner occupied commercial real estate

 

 

496

 

 

 

 

 

 

496

Multi-family real estate

 

 

 

 

97

 

 

 

 

97

Construction and land development

 

 

100

 

78

 

111

 

 

 

 

289

Commercial and industrial

 

 

59

 

180

 

10

 

 

 

 

249

Consumer

 

7

 

123

 

91

 

29

 

 

7

 

 

257

Total gross charge-offs

$

7

$

778

$

355

$

247

$

$

43

$

$

1,430

Credit Quality Indicators. The Company categorizes loans into risk categories based on relevant information about the ability of borrowers to service their debt such as: current financial information, historical payment experience, credit documentation, public information, and current economic trends among other factors. The Company analyzes loans individually by classifying the loans as to credit risk. This analysis is performed on all loans at origination and is updated on a quarterly basis for loans risk rated Watch, Special Mention, Substandard, or Doubtful. In addition, lending relationships of $4 million or more, exclusive of any consumer or owner-occupied residential loan, are subject to an annual credit analysis which is prepared by the loan administration department and presented to a loan committee with appropriate lending authority. A sample of lending relationships in excess of $1 million (exclusive of single-family residential real estate loans) are subject to an independent loan review annually, in order to verify risk ratings. The Company uses the following definitions for risk ratings:

Watch – Loans classified as watch exhibit weaknesses that require more than usual monitoring. Issues may include deteriorating financial condition, payments made after due date but within 30 days, adverse industry conditions or management problems.

Special Mention – Loans classified as special mention exhibit signs of further deterioration but still generally make payments within 30 days. This is a transitional rating and loans should typically not be rated Special Mention for more than 12 months.

Substandard – Loans classified as substandard possess weaknesses that jeopardize the ultimate collection of the principal and interest outstanding. These loans exhibit continued financial losses, ongoing delinquency, overall poor financial condition, and insufficient collateral. They are characterized by the distinct possibility that the institution will sustain some loss if the deficiencies are not corrected.

Doubtful – Loans classified as doubtful have all the weaknesses of substandard loans, and have deteriorated to the level that there is a high probability of substantial loss.

Loans not meeting the criteria above that are analyzed individually as part of the above described process are considered to be Pass rated loans.

A periodic review of selected credits (based on loan size and type) is conducted to identify loans with heightened risk or probable losses and to assign risk grades. The primary responsibility for this review rests with loan administration personnel. This review is supplemented with periodic examinations of both selected credits and the credit review process by the Company’s internal audit function and applicable regulatory agencies. The information from these reviews assists management in the timely identification of problems and potential problems and provides a basis for deciding whether the credit continues to share similar risk characteristics with collectively evaluated loan pools, or whether credit losses for the loan should be evaluated on an individual loan basis.

The following table presents the credit risk profile of the Company’s loan portfolio (excluding deferred loan fees) based on rating category and fiscal year of origination as of March 31, 2025. This table includes PCD loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

1-4 residential real estate

Pass

$

156,011

$

123,132

$

138,972

$

174,568

$

130,069

$

138,729

$

111,323

$

972,804

Watch

 

84

 

613

 

473

 

347

 

197

 

256

 

 

1,970

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

946

 

992

 

238

 

861

 

33

 

951

 

113

 

4,134

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 residential real estate

$

157,041

$

124,737

$

139,683

$

175,776

$

130,299

$

139,936

$

111,436

$

978,908

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

80,150

$

94,810

$

227,220

$

279,507

$

81,774

$

72,997

$

8,587

$

845,045

Watch

 

 

1,833

 

15,299

 

203

 

 

 

 

17,335

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

4,449

 

 

42

 

30,254

 

 

 

 

34,745

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

84,599

$

96,643

$

242,561

$

309,964

$

81,774

$

72,997

$

8,587

$

897,125

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

52,843

$

57,359

$

91,568

$

82,333

$

76,919

$

50,479

$

20,509

$

432,010

Watch

 

634

 

2,176

 

1,667

 

87

 

145

 

74

 

 

4,783

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

1,000

 

52

 

 

1,762

 

75

 

436

 

164

 

3,489

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

54,477

$

59,587

$

93,235

$

84,182

$

77,139

$

50,989

$

20,673

$

440,282

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

60,554

$

19,320

$

180,393

$

72,546

$

57,025

$

14,284

$

1,323

$

405,445

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

60,554

$

19,320

$

180,393

$

72,546

$

57,025

$

14,284

$

1,323

$

405,445

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

138,904

$

53,742

$

109,496

$

8,083

$

2,136

$

2,298

$

2,088

$

316,747

Watch

 

5,743

 

 

 

 

 

66

 

 

5,809

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

885

 

 

58

 

 

 

 

 

943

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

145,532

$

53,742

$

109,554

$

8,083

$

2,136

$

2,364

$

2,088

$

323,499

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

42,298

$

29,394

$

40,273

$

48,733

$

44,196

$

14,546

$

22,356

$

241,796

Watch

 

296

 

248

 

459

 

1,066

 

 

259

 

 

2,328

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

35

 

2,312

 

281

 

 

275

 

 

 

2,903

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

42,629

$

31,954

$

41,013

$

49,799

$

44,471

$

14,805

$

22,356

$

247,027

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

159,560

$

45,123

$

39,193

$

34,533

$

18,562

$

7,288

$

163,523

$

467,782

Watch

 

4,087

 

5,080

 

2,542

 

414

 

278

 

14

 

5,621

 

18,036

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

591

 

5

 

183

 

940

 

50

 

307

 

222

 

2,298

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

164,238

$

50,208

$

41,918

$

35,887

$

18,890

$

7,609

$

169,366

$

488,116

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

28,680

$

21,510

$

6,832

$

3,109

$

4,890

$

1,818

$

117,063

$

183,902

Watch

 

859

 

831

 

 

19

 

 

 

207

 

1,916

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

41

 

81

 

82

 

7

 

17

 

12

 

 

240

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

29,580

$

22,422

$

6,914

$

3,135

$

4,907

$

1,830

$

117,270

$

186,058

Consumer

 

 

 

 

 

 

 

 

Pass

$

22,717

$

14,061

$

10,284

$

3,872

$

1,153

$

200

$

1,685

$

53,972

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

23

 

3

 

4

 

17

 

3

 

 

 

50

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

22,740

$

14,064

$

10,288

$

3,889

$

1,156

$

200

$

1,685

$

54,022

All other loans

 

 

 

 

 

 

 

 

Pass

$

368

$

903

$

264

$

82

$

159

$

1,440

$

$

3,216

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

368

$

903

$

264

$

82

$

159

$

1,440

$

$

3,216

Total Loans

 

 

 

 

 

 

 

 

Pass

$

742,085

$

459,354

$

844,495

$

707,366

$

416,883

$

304,079

$

448,457

$

3,922,719

Watch

 

11,703

 

10,781

 

20,440

 

2,136

 

620

 

669

 

5,828

 

52,177

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

7,970

 

3,445

 

888

 

33,841

 

453

 

1,706

 

499

 

48,802

Doubtful

 

 

 

 

 

 

 

 

Total

$

761,758

$

473,580

$

865,823

$

743,343

$

417,956

$

306,454

$

454,784

$

4,023,698

The following table presents the credit risk profile of the Company’s loan portfolio (excluding deferred loan fees) based on rating category and fiscal year of origination as of June 30, 2024. This table includes PCD loans, which were reported according to risk categorization after acquisition based on the Company’s standards for such classification:

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

1-4 residential real estate

Pass

$

167,734

$

157,530

$

195,002

$

142,721

$

66,292

$

92,728

$

99,365

$

921,372

Watch

 

877

 

289

 

87

 

396

 

98

 

23

 

 

1,770

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

686

 

797

 

243

 

183

 

30

 

294

 

22

 

2,255

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 residential real estate

$

169,297

$

158,616

$

195,332

$

143,300

$

66,420

$

93,045

$

99,387

$

925,397

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

120,914

$

232,802

$

294,138

$

102,380

$

33,691

$

55,190

$

6,470

$

845,585

Watch

 

4,658

 

16,232

 

209

 

1,513

 

4,443

 

1,404

 

 

28,459

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

43

 

25,683

 

 

 

 

 

25,726

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

125,572

$

249,077

$

320,030

$

103,893

$

38,134

$

56,594

$

6,470

$

899,770

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

63,251

$

98,776

$

89,361

$

86,975

$

25,664

$

26,124

$

20,147

$

410,298

Watch

 

1,252

 

6,492

 

1,178

 

154

 

 

1,181

 

520

 

10,777

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

3,233

 

 

2,199

 

 

 

428

 

541

 

6,401

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

67,736

$

105,268

$

92,738

$

87,129

$

25,664

$

27,733

$

21,208

$

427,476

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

104,162

$

143,538

$

27,524

$

4,379

$

3,887

$

679

$

1,518

$

285,687

Watch

 

652

 

2,906

 

131

 

 

 

 

 

3,689

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

1,129

 

36

 

 

 

 

 

 

1,165

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

105,943

$

146,480

$

27,655

$

4,379

$

3,887

$

679

$

1,518

$

290,541

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

39,491

$

46,387

$

56,407

$

49,334

$

9,947

$

9,238

$

18,003

$

228,807

Watch

 

281

 

100

 

197

 

 

259

 

 

 

837

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

2,265

 

281

 

 

283

 

 

 

47

 

2,876

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

42,037

$

46,768

$

56,604

$

49,617

$

10,206

$

9,238

$

18,050

$

232,520

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

116,173

$

60,404

$

43,205

$

43,879

$

3,145

$

4,863

$

174,181

$

445,850

Watch

 

1,031

 

250

 

43

 

 

 

228

 

404

 

1,956

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

272

 

275

 

859

 

 

116

 

769

 

50

 

2,341

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

117,476

$

60,929

$

44,107

$

43,879

$

3,261

$

5,860

$

174,635

$

450,147

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

40,980

$

11,288

$

4,115

$

6,159

$

1,965

$

229

$

110,396

$

175,132

Watch

 

170

 

37

 

204

 

 

 

127

 

217

 

755

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

5

 

23

 

9

 

17

 

 

27

 

 

81

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

41,155

$

11,348

$

4,328

$

6,176

$

1,965

$

383

$

110,613

$

175,968

Consumer

 

 

 

 

 

 

 

 

Pass

$

30,317

$

17,318

$

6,547

$

2,268

$

467

$

54

$

2,683

$

59,654

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

3

 

11

 

3

 

 

 

 

17

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

30,317

$

17,321

$

6,558

$

2,271

$

467

$

54

$

2,683

$

59,671

All other loans

 

 

 

 

 

 

 

 

Pass

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Total Loans

 

 

 

 

 

 

 

 

Pass

$

720,679

$

926,158

$

802,592

$

515,857

$

166,539

$

196,262

$

432,843

$

3,760,930

Watch

 

8,921

 

26,306

 

2,049

 

2,063

 

4,800

 

2,963

 

1,141

 

48,243

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

7,590

 

1,458

 

29,004

 

486

 

146

 

1,518

 

660

 

40,862

Doubtful

 

 

 

 

 

 

 

 

Total

$

737,190

$

953,922

$

833,645

$

518,406

$

171,485

$

200,743

$

434,644

$

3,850,035

Past-due Loans. The following tables present the Company’s loan portfolio aging analysis (excluding deferred loan fees) as of March 31, 2025 and June 30, 2024. These tables include PCD loans, which are reported according to aging analysis after acquisition based on the Company’s standards for such classification:

March 31, 2025

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

1-4 residential real estate

$

3,340

$

810

$

2,849

$

6,999

$

971,909

$

978,908

$

Non-owner occupied commercial real estate

 

 

5,071

 

64

 

5,135

 

891,990

 

897,125

 

Owner occupied commercial real estate

 

1,043

 

392

 

1,180

 

2,615

 

437,667

 

440,282

 

Multi-family real estate

 

 

 

 

 

405,445

 

405,445

 

Construction and land development

 

355

 

 

 

355

 

323,144

 

323,499

 

Agriculture real estate

 

377

 

162

 

2,593

 

3,132

 

243,895

 

247,027

 

Commercial and industrial

 

986

 

1,864

 

2,442

 

5,292

 

482,824

 

488,116

 

Agriculture production

 

20

 

87

 

188

 

295

 

185,763

 

186,058

 

Consumer

 

490

 

94

 

37

 

621

 

53,401

 

54,022

 

All other loans

 

 

 

 

 

3,216

 

3,216

 

Total loans

$

6,611

$

8,480

$

9,353

$

24,444

$

3,999,254

$

4,023,698

$

June 30, 2024

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

1-4 residential real estate

$

890

$

2,087

$

664

$

3,641

$

921,756

$

925,397

$

Non-owner occupied commercial real estate

 

107

 

 

 

107

 

899,663

 

899,770

 

Owner occupied commercial real estate

 

305

 

 

1,060

 

1,365

 

426,111

 

427,476

 

Multi-family real estate

 

 

 

 

 

384,564

 

384,564

 

Construction and land development

 

251

 

377

 

 

628

 

289,913

 

290,541

 

Agriculture real estate

 

573

 

 

35

 

608

 

231,912

 

232,520

 

Commercial and industrial

 

641

 

83

 

1,335

 

2,059

 

448,088

 

450,147

 

Agriculture production

 

50

 

 

344

 

394

 

175,574

 

175,968

 

Consumer

 

311

 

74

 

14

 

399

 

59,272

 

59,671

 

All other loans

 

 

 

 

 

3,981

 

3,981

 

Total loans

$

3,128

$

2,621

$

3,452

$

9,201

$

3,840,834

$

3,850,035

$

At March 31, 2025, there were two PCD loans totaling $520,000 greater than 90 days past due, compared to one PCD loan totaling $560,000 that was greater than 90 days past due at June 30, 2024.

Loans that experience insignificant payment delays and payment shortfalls generally are not adversely classified or determined to not share similar risk characteristics with collectively evaluated pools of loans for determination of the ACL estimate. Management determines the significance of payment delays and payment shortfalls on a case-by-case basis, taking into consideration all of the circumstances surrounding the loan and the borrower, including the length of the delay, the reasons for the delay, the borrower’s prior payment record and the amount of the shortfall in relation to the principal and interest owed. Significant payment delays or shortfalls may lead to a determination that a loan should be individually evaluated for estimated credit losses.

At March 31, 2025, past due loans totaled $24.4 million or 0.61% of total loans, compared to $9.2 million or 0.24% of total loans at June 30, 2024. The $15.2 million increase compared to June 30, 2024, was primarily attributable to loans totaling $10.0 million, primarily collateralized by two specific-purpose non-owner occupied CRE properties in different states with guarantors in common and originally leased to a single tenant who has since become insolvent. These loans are on nonaccrual status at March 31, 2025. The remaining loans delinquent are a mixture of loans collateralized by Ag real estate, CRE, C&I, and 1-4 family residences.

Collateral Dependent Loans. The following tables present the Company’s collateral dependent loans and related ACL at March 31, 2025, and June 30, 2024:

Allowance on

(dollars in thousands)

Commercial

Residential

Construction and

Collateral

March 31, 2025

Real Estate

Real Estate

Land Development

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

 

  

1-4 residential real estate

 

$

$

777

$

$

$

777

$

96

Non-owner occupied commercial real estate

32,619

32,619

8,805

Owner occupied commercial real estate

542

754

1,296

267

Construction and land development

861

861

161

Commercial and industrial

494

1,674

2,168

977

Total loans

$

33,655

$

1,531

$

861

$

1,674

$

37,721

$

10,306

Allowance on

(dollars in thousands)

Commercial

Residential

Construction and

Collateral

June 30, 2024

Real Estate

Real Estate

Land Development

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

 

  

1-4 residential real estate

 

$

$

797

$

$

$

797

$

116

Non-owner occupied commercial real estate

23,457

23,457

10,175

Commercial and industrial

2,705

2,705

635

Total loans

$

23,457

$

797

$

$

2,705

$

26,959

$

10,926

Nonaccrual Loans. The following table presents the Company’s amortized cost basis of nonaccrual loans segmented by class of loans at March 31, 2025, and June 30, 2024. The table excludes performing modifications to borrowers experiencing financial difficulty.

    

    

(dollars in thousands)

March 31, 2025

June 30, 2024

1-4 residential real estate

$

3,258

$

1,391

Non-owner occupied commercial real estate

 

9,584

 

Owner occupied commercial real estate

 

2,245

 

1,102

Construction and land development

 

148

 

108

Agriculture real estate

 

2,837

 

1,896

Commercial and industrial

 

3,596

 

1,703

Agriculture production

 

262

 

461

Consumer

 

40

 

19

Total loans

$

21,970

$

6,680

At March 31, 2025, there were no nonaccrual loans individually evaluated for which no ACL was recorded. Interest income recognized on nonaccrual loans in the three- and nine- month periods ended March 31, 2025 and 2024, was immaterial.

Modifications to Borrowers Experiencing Financial Difficulty. During the three- and nine- month periods ended March 31, 2025, there were four loan modifications, totaling $22.3 million, made for borrowers experiencing financial difficulty. During the three- and nine- month periods ended March 31, 2024, two loan modifications, totaling $859,000, were made to commercial loans for borrowers experiencing financial difficulty. Loans classified as modifications to borrowers experiencing financial difficulty outstanding at March 31, 2025 and March 31, 2024 are shown in the following tables segregated by portfolio segment and type of modification. The percentage of amortized cost of loans that were modified compared to total outstanding loans is also presented below.

March 31, 2025

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 residential real estate

$

$

$

$

%  

Non-owner occupied commercial real estate

 

 

22,270

 

 

2.48

%  

Owner occupied commercial real estate

 

 

 

 

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

 

 

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

22,270

$

$

0.55

%  

All four loan modifications made during fiscal 2025 changed principal and interest payments to interest only payments and are considered other than insignificant payment delays. None of the modified loans were past due at March 31, 2025.

March 31, 2024

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 residential real estate

$

$

$

$

%  

Non-owner occupied commercial real estate

 

 

 

 

%  

Owner occupied commercial real estate

 

 

 

 

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

859

 

 

0.19

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

859

$

$

0.02

%  

Both loan modifications made during fiscal 2024 were more than 90 days past due, and were classified as substandard, at March 31, 2024. Both of these loans defaulted in fiscal 2024. For modifications to loans made to borrowers experiencing financial difficulty that are adversely classified, the Company determines the allowance for credit losses on an individual basis, using the same process that it utilizes for other adversely classified loans.

Residential Real Estate Foreclosures. The Company may obtain physical possession of real estate collateralizing a residential mortgage loan or home equity loan via foreclosure or in-substance repossession. As of March 31, 2025 and June 30, 2024, the carrying value of foreclosed residential real estate properties as a result of obtaining physical possession was $0 and $74,000, respectively. In addition, as of March 31, 2025, and June 30, 2024, the Company had residential mortgage loans and home equity loans with a carrying value of $1.6 million and $193,000, respectively, collateralized by residential real estate property for which formal foreclosure proceedings were in process.

v3.25.1
Premises and Equipment
9 Months Ended
Mar. 31, 2025
Premises and Equipment  
Premises and Equipment

Note 5:  Premises and Equipment

Following is a summary of premises and equipment:

    

    

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

Land

$

15,389

$

15,376

Buildings and improvements

 

85,959

 

84,474

Construction in progress

 

2,105

 

829

Furniture, fixtures, equipment and software

 

29,119

 

27,850

Automobiles

 

118

 

112

Operating leases ROU asset

 

6,855

 

6,669

 

139,545

 

135,310

Less accumulated depreciation

 

43,558

 

39,358

$

95,987

$

95,952

Leases. The Company elected certain relief options under ASU 2016-02, Leases (Topic 842), including the option not to recognize ROU asset and lease liabilities that arise from short-term leases (leases with terms of twelve months or less). At March 31, 2025, the Company had ten leased properties, which included banking facilities, administrative offices and ground leases, and numerous office equipment lease agreements in which it was the lessee, with lease terms exceeding twelve months.

All of the Company’s leases are classified as operating leases. These operating leases are included as a ROU asset in the premises and equipment line item on the Company’s consolidated balance sheets. The corresponding lease liability is included in the accounts payable and other liabilities line item on the Company’s consolidated balance sheets.

In the February 2022 acquisition of Fortune, the Company assumed a ground lease with an entity that is controlled by a Company insider. This property is in St. Louis County, MO and is in its fourth year of a twenty year term.

ASU 2016-02 also requires certain other accounting elections. The Company elected the short-term lease recognition exemption for all leases that qualify, meaning those with terms under twelve months. ROU assets or lease liabilities are not to be recognized for short-term leases. The calculated amount of the ROU assets and lease liabilities in the table below are impacted by the length of the lease term and the discount rate used to present value the minimum lease payments. The Company’s lease agreements often include one or more options to renew at the Company’s discretion. If at lease inception, the Company considers the exercising of a renewal option to be reasonably certain, the Company will include the extended term in the calculation of the ROU asset and lease liability. Regarding the discount rate, the ASU requires the use of the rate implicit in the lease whenever this rate is readily determinable. As this rate is rarely determinable, the Company utilizes its incremental borrowing rate at lease inception over a similar term. The expected lease terms range from 18 months to 20 years.

    

March 31, 2025

    

June 30, 2024

Consolidated Balance Sheet

 

  

 

  

Operating leases ROU asset

$

6,855

$

6,669

Operating leases liability

$

6,855

$

6,669

    

For the three- month

For the nine- month

periods ended

periods ended

    

March 31, 

March 31, 

(dollars in thousands)

    

2025

    

2024

2025

2024

Consolidated Statement of Income

 

  

 

  

Operating lease costs classified as occupancy and equipment expense

$

291

$

294

$

886

$

880

(includes short-term lease costs)

 

  

 

  

Supplemental disclosures of cash flow information

 

  

 

  

Cash paid for amounts included in the measurement of lease liabilities:

 

  

 

  

Operating cash flows from operating leases

$

174

$

208

$

586

$

623

ROU assets obtained in exchange for operating lease obligations:

$

$

$

$

2,445

At March 31, 2025, future expected lease payments for leases with terms exceeding one year were as follows:

(dollars in thousands)

    

  

2025

$

269

2026

 

720

2027

 

714

2028

 

729

2029

 

748

Thereafter

 

8,298

Future lease payments expected

11,478

Less: present value discount

(4,623)

Total lease liability

$

6,855

The Company leases facilities it owns or portions of facilities it owns to other third parties. The Company has determined that all of these lease agreements, in terms of being the lessor, are classified as operating leases. For the three- and nine- month periods ended March 31, 2025, income recognized from these lessor agreements was $116,000 and $340,000, respectively. For the three- and nine- month periods ended March 31, 2024, income recognized from these lessor agreements was $79,000 and $212,000, respectively.

v3.25.1
Deposits
9 Months Ended
Mar. 31, 2025
Deposits  
Deposits

Note 6:  Deposits

Deposits are summarized as follows:

    

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

    

Non-interest bearing accounts

$

513,418

$

514,107

NOW accounts

 

1,167,296

 

1,239,663

Money market deposit accounts

 

347,823

 

336,799

Savings accounts

 

626,175

 

517,084

Certificates

1,606,670

1,335,406

Total Deposit Accounts

$

4,261,382

$

3,943,059

Brokered certificates totaled $233.6 million at March 31, 2025, compared to $171.8 million at June 30, 2024.

v3.25.1
Repurchase Agreements
9 Months Ended
Mar. 31, 2025
Repurchase Agreements  
Repurchase Agreements

Note 7: Repurchase Agreements

Securities sold under agreements to repurchase totaled $15.0 million at March 31, 2025, an increase of $5.6 million from $9.4 million at June 30, 2024. The following table sets forth the outstanding amounts and interest rates as of March 31, 2025 and June 30, 2024:

March 31, 

June 30, 

 

(dollars in thousands)

2025

2024

 

Period-end balance

$

15,000

$

9,398

Average balance during the period

 

14,107

 

9,398

Maximum month-end balance during the period

 

15,000

 

9,398

Average interest during the period

 

5.43

%

 

5.39

%

Period-end interest rate

 

5.11

%

 

5.39

%

The repurchase agreements mature daily and the following sets forth the collateral pledged by class for repurchase agreements:

March 31, 

June 30, 

(dollars in thousands)

2025

2024

Mortgage-backed securities (MBS)

$

15,538

$

9,981

v3.25.1
Earnings Per Share
9 Months Ended
Mar. 31, 2025
Earnings Per Share  
Earnings Per Share

Note 8:  Earnings Per Share

The following table sets forth the computation of basic and diluted earnings per share:

Three- month periods ended

 

Nine- month periods ended

March 31, 

 

March 31, 

(dollars in thousands except per share data)

    

2025

    

2024

    

2025

    

2024

 

  

 

  

Net income

$

15,683

$

11,307

$

42,792

$

36,652

Less: distributed earnings allocated to participating securities

 

(12)

 

(12)

 

(35)

 

(37)

Less: undistributed earnings allocated to participating securities

 

(59)

 

(46)

 

(158)

 

(151)

Net income available to common shareholders

15,612

11,249

42,599

36,464

Denominator for basic earnings per share

Weighted-average shares outstanding

 

11,237,641

 

11,301,577

 

11,229,733

 

11,298,174

Effect of dilutive securities stock options or awards

 

24,642

 

10,971

 

24,282

 

9,260

Denominator for diluted earnings per share

11,262,283

11,312,548

11,254,015

11,307,434

Basic earnings per share available to common stockholders

$

1.39

$

1.00

$

3.79

$

3.23

Diluted earnings per share available to common stockholders

$

1.39

$

0.99

$

3.79

$

3.22

Certain option and restricted stock awards were excluded from the computation of diluted earnings per share because they were anti-dilutive, based on the average market prices of the Company’s common stock for these periods. Outstanding options and shares of restricted stock totaling 56,000 and 63,500 were excluded from the computation of diluted earnings per share for the three- and nine- month periods ended March 31, 2025, respectively, while outstanding options and shares of restricted stock totaling 75,000 and 79,830 were excluded from the computation of diluted earnings per share for the three- and nine- month periods ended March 31, 2024, respectively.

v3.25.1
Income Taxes
9 Months Ended
Mar. 31, 2025
Income Taxes  
Income Taxes

Note 9: Income Taxes

The Company and its subsidiaries file income tax returns in the U.S. Federal jurisdiction and various states. The Company is no longer subject to federal examinations by tax authorities for tax years ending June 30, 2019 and before. The Company’s Missouri income tax returns for the fiscal years ending June 30, 2016 through 2018 are under audit by the Missouri Department of Revenue. The Company recognized no interest or penalties related to income taxes for the periods presented.

The Company’s income tax provision is comprised of the following components:

    

For the three-month periods ended

    

For the nine-month periods ended

(dollars in thousands)

March 31, 2025

March 31, 2024

March 31, 2025

March 31, 2024

Income taxes

 

  

 

  

  

 

  

Current

$

4,139

$

2,417

$

12,065

$

9,077

Deferred

 

 

420

 

 

420

Total income tax provision

$

4,139

$

2,837

$

12,065

$

9,497

The components of net deferred tax assets (included in other assets on the condensed consolidated balance sheet) are summarized as follows:

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

12,821

$

12,159

Accrued compensation and benefits

 

1,137

 

1,063

NOL carry forwards acquired

 

26

 

30

Low income housing tax credit carry forward

 

99

 

396

Unrealized loss on other real estate

 

140

 

949

Unrealized loss on available for sale securities

3,938

4,915

Other

 

53

 

Total deferred tax assets

 

18,214

 

19,512

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

2,668

 

2,452

Depreciation

 

4,637

 

4,519

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

579

 

705

Other

 

 

529

Total deferred tax liabilities

 

8,004

 

8,325

Net deferred tax asset

$

10,210

$

11,187

As of March 31, 2025, the Company had approximately $117,000 in federal net operating loss carryforwards, which were acquired in the July 2009 Southern Bank of Commerce merger. The amount reported is net of the IRC Sec. 382 limitation, or state equivalent, related to utilization of net operating loss carryforwards of acquired corporations. Unless otherwise utilized, the net operating losses will begin to expire in 2030.

A reconciliation of income tax expense at the statutory rate to the Company’s actual income tax expense is shown below:

    

For the three-month periods ended

    

For the nine-month periods ended

(dollars in thousands)

March 31, 2025

March 31, 2024

March 31, 2025

March 31, 2024

Tax at statutory rate

$

4,163

$

2,970

$

11,520

$

9,692

Increase (reduction) in taxes resulting from:

 

 

 

 

Nontaxable municipal income

 

(74)

 

(124)

 

(256)

 

(349)

State tax, net of Federal benefit

 

196

 

61

 

480

 

356

Cash surrender value of Bank-owned life insurance

 

(108)

 

(101)

 

(326)

 

(297)

Tax credit benefits

 

(2)

 

(3)

 

(29)

 

(10)

Other, net

 

(36)

 

34

 

676

 

105

Actual provision

$

4,139

$

2,837

$

12,065

$

9,497

For the three- and nine- month periods ended March 31, 2025 and 2024, income tax expense at the statutory rate was calculated using a 21% annual effective tax rate (AETR).

Tax credit benefits are recognized under the deferral method of accounting for investments in tax credits.

v3.25.1
401(k) Retirement Plan
9 Months Ended
Mar. 31, 2025
401(k) Retirement Plan  
401(k) Retirement Plan

Note 10:  401(k) Retirement Plan

The Bank has a 401(k) retirement plan that covers substantially all eligible employees. The Bank made “safe harbor” matching contributions to the Plan of up to 4% of eligible compensation, depending upon the percentage of eligible pay deferred into the plan by the employee, and also made additional, discretionary profit-sharing contributions for fiscal 2024. For fiscal 2025, the Bank has maintained the safe harbor matching contribution of up to 4%, and expects to continue to make additional, discretionary profit-sharing contributions. During the three- and nine- month periods ended March 31, 2025, retirement plan expenses recognized for the Plan totaled approximately $521,000 and $1.9 million, as compared to $683,000 and $2.1 million for the same periods of the prior fiscal year. Employee deferrals and safe harbor contributions are fully vested. Profit-sharing or other contributions vest over a period of five years.

v3.25.1
Subordinated Debt
9 Months Ended
Mar. 31, 2025
Subordinated Debt.  
Subordinated Debt

Note 11:  Subordinated Debt

In March 2004, the Company established Southern Missouri Statutory Trust I as a statutory business trust, to issue Floating Rate Capital Securities (the “Trust Preferred Securities”). The securities mature in 2034, became redeemable after five years, and bear interest at a floating rate based on SOFR. The securities represent undivided beneficial interests in the trust, which was established by the Company for the purpose of issuing the securities. The Trust Preferred Securities were sold in a private transaction exempt from registration under the Securities Act of 1933, as amended (the “Act”) and have not been registered under the Act. The securities may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Southern Missouri Statutory Trust I used the proceeds from the sale of the Trust Preferred Securities to purchase Junior Subordinated Debentures (the “Debentures”) of the Company which have terms identical to the Trust Preferred Securities. At March 31, 2025, the Debentures carried an interest rate of 7.31%. The balance of the Debentures outstanding was $7.2 million at both March 31, 2025 and June 30, 2024. The Company used its net proceeds for working capital and investment in its subsidiaries.

In connection with the October 2013 Ozarks Legacy Community Financial, Inc. (OLCF) merger, the Company assumed $3.1 million in floating rate junior subordinated debt securities. The debt securities had been issued in June 2005 by OLCF in connection with the sale of trust preferred securities, bear interest at a floating rate based on SOFR, are now redeemable at par, and mature in 2035. At March 31, 2025, the current rate was 7.01%. The carrying value of the debt securities was approximately $2.8 million at both March 31, 2025 and June 30, 2024.

In connection with the August 2014 Peoples Service Company, Inc. (PSC) merger, the Company assumed $6.5 million in floating rate junior subordinated debt securities. The debt securities had been issued in 2005 by PSC’s subsidiary bank holding company, Peoples Banking Company, in connection with the sale of trust preferred securities, bear interest at a floating rate based on SOFR, are now redeemable at par, and mature in 2035. At March 31, 2025, the current rate was 6.36%. The carrying value of the debt securities was approximately $5.6 million at both March 31, 2025 and June 30, 2024.

The Company’s investment at a face amount of $505,000 in these trusts is included with Prepaid Expenses and Other Assets in the consolidated balance sheets, and is carried at a value of $470,000 and $467,000 at March 31, 2025 and June 30, 2024, respectively.

In connection with the February 2022 Fortune merger, the Company assumed $7.5 million in fixed-to-floating rate subordinated notes. The notes had been issued in May 2021 by Fortune to a multi-lender group, bear interest through May 2026 at a fixed rate of 4.5% and will bear interest thereafter at SOFR plus 3.77%. The notes will be redeemable at par beginning in May 2026, and mature in May 2031. The carrying value of the notes was approximately $7.6 million at both March 31, 2025 and June 30, 2024.

v3.25.1
Fair Value Measurements
9 Months Ended
Mar. 31, 2025
Fair Value Measurements  
Fair Value Measurements

Note 12:  Fair Value Measurements

ASC Topic 820, Fair Value Measurements, defines fair value as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Topic 820 also establishes a fair value hierarchy which requires an entity to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. The standard describes three levels of inputs that may be used to measure fair value:

Level 1 Quoted prices in active markets for identical assets or liabilities

Level 2 Observable inputs other than Level 1 prices, such as quoted prices for similar assets or liabilities; quoted prices in active markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities

Level 3 Unobservable inputs supported by little or no market activity that are significant to the fair value of the assets or liabilities

Recurring Measurements. The following table presents the fair value measurements recognized in the accompanying condensed consolidated balance sheets measured at fair value on a recurring basis and the level within the fair value hierarchy in which the fair value measurements fall at March 31, 2025 and June 30, 2024:

Fair Value Measurements at March 31, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

25,399

$

$

25,399

$

Corporate obligations

32,335

32,335

Asset backed securities

38,805

38,805

Other securities

 

4,365

 

 

4,365

 

MBS and CMOs

 

362,026

 

 

362,026

 

Mortgage servicing rights

2,388

2,388

Derivative financial instruments

605

605

Liabilities:

Derivative financial instruments

578

578

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for 

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

27,753

$

$

27,753

$

Corporate obligations

31,277

31,277

Asset backed securities

58,679

58,679

Other securities

 

5,333

 

 

5,333

 

MBS and CMOs

304,861

304,861

Mortgage servicing rights

2,448

2,448

Derivative financial instruments

20

20

Liabilities:

Derivative financial instruments

 

15

 

 

15

 

Following is a description of the valuation methodologies and inputs used for assets measured at fair value on a recurring basis and recognized in the accompanying consolidated balance sheets, as well as the general classification of such assets pursuant to the valuation hierarchy. There have been no significant changes in the valuation techniques during the nine- month period ended March 31, 2025.

Available-for-sale Securities. When quoted market prices are available in an active market, securities are classified within Level 1. If quoted market prices are not available, then fair values are estimated using pricing models, or quoted prices of securities with similar characteristics. For these securities, the Company obtains fair value measurements from an independent pricing service. The fair value measurements consider observable data that may include dealer quotes, market spreads, cash flows, the U.S. Treasury yield curve, live trading levels, trade execution data, market consensus prepayment speeds, credit information and the bond’s terms and conditions, among other things.  In certain cases where Level 1 or Level 2 inputs are not available, securities are classified within Level 3 of the hierarchy.

Derivative financial instruments. The Company’s derivative financial instruments consist of interest rate swaps on loans accounted for as fair value hedges. The fair value of interest rate swaps was determined by discounting the expected cash flows of the interest rate swaps. This valuation reflects the contractual terms of the interest rate swaps, including the period to maturity, and uses observable market-based inputs. The inputs used to value the Company’s interest rate swaps fall within Level 2 of the fair value hierarchy and, as a result, the interest rate swaps were categorized as Level 2 within the fair value hierarchy. There were no transfers between levels of the fair value hierarchy during the period ended March 31, 2025. See information regarding the Company’s derivative financial agreements in Note 13: Derivative Financial Instruments of these Notes to Consolidated Financial Statements.

Mortgage servicing rights. The Company records MSR at fair value on a recurring basis with subsequent remeasurement of MSR based on change in fair value. An estimate of the fair value of the Company’s MSR is determined by utilizing assumptions about factors such as mortgage interest rates, discount rates, mortgage loan prepayment speeds, market trends and industry demand. All of the Company’s MSR are classified as Level 3.

Nonrecurring Measurements. The following tables present the fair value measurement of assets measured at fair value on a nonrecurring basis and the level within the ASC 820 fair value hierarchy in which the fair value measurements fell at March 31, 2025 and June 30, 2024:

Fair Value Measurements at March 31, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

625

$

$

$

625

Collateral dependent loans

25,288

25,288

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

759

$

$

$

759

Collateral dependent loans

12,994

12,994

The following table presents losses recognized on assets measured on a non-recurring basis for the nine -month periods ended March 31, 2025 and 2024:

    

For the nine months ended

(dollars in thousands)

March 31, 2025

March 31, 2024

Foreclosed and repossessed assets held for sale

$

80

$

687

Total losses on assets measured on a non-recurring basis

$

80

$

687

The following is a description of valuation methodologies and inputs used for assets measured at fair value on a nonrecurring basis and recognized in the accompanying consolidated balance sheets, as well as the general classification of such assets and liabilities pursuant to the valuation hierarchy. For assets classified within Level 3 of fair value hierarchy, the process used to develop the reported fair value process is described below.

Foreclosed and Repossessed Assets Held for Sale. Foreclosed and repossessed assets held for sale are valued at the time the loan is foreclosed upon or collateral is repossessed and the asset is transferred to foreclosed or repossessed assets held for sale. The value of the asset is based on third party or internal appraisals, less estimated costs to sell and appropriate discounts, if any. The appraisals are generally discounted based on current and expected market conditions that may impact the sale or value of the asset and management’s knowledge and experience with similar assets. Such discounts typically may be significant and result in a Level 3 classification of the inputs for determining fair value of these assets. Foreclosed and repossessed assets held for sale are continually evaluated for additional impairment and are adjusted accordingly if impairment is identified.

Collateral-Dependent Loans. The Company records collateral-dependent loans as Nonrecurring Level 3. If a loan’s fair value as estimated by the Company is less than its carrying value, the Company either records a charge-off of the portion of the loan that exceeds the fair value or establishes a reserve within the allowance for credit losses specific to the loan.

Unobservable (Level 3) Inputs. The following tables present quantitative information about unobservable inputs used in nonrecurring Level 3 fair value measurements at March 31, 2025 and June 30, 2024.

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

March 31, 2025

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

625

 

Third party appraisal

 

Marketability discount

 

31.3 - 31.3

%  

31.3

%

Collateral dependent loans

25,288

 

Collateral value

 

Marketability discount

 

12.4 - 60.2

%  

28.0

%

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2024

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

759

 

Third party appraisal

 

Marketability discount

 

17.9 - 44.9

%  

20.3

%

Collateral dependent loans

12,994

 

Collateral value

 

Marketability discount

 

14.5 - 52.3

%  

43.7

%

Fair Value of Financial Instruments. The following table presents estimated fair values of the Company’s financial instruments not reported at fair value and the level within the fair value hierarchy in which the fair value measurements fell at March 31, 2025 and June 30, 2024.

March 31, 2025

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

226,891

$

226,891

$

$

Interest-bearing time deposits

 

245

 

 

245

 

Stock in FHLB

 

9,157

 

 

9,157

 

Stock in Federal Reserve Bank of St. Louis

 

9,112

 

 

9,112

 

Loans receivable, net

 

3,968,569

 

 

 

3,879,402

Accrued interest receivable

 

25,783

 

 

25,783

 

Mortgage servicing assets

2,388

2,388

Derivative financial instruments

605

 

 

605

 

Financial liabilities

 

 

 

 

Deposits

 

4,261,382

 

2,654,297

 

 

1,608,034

Securities sold under agreements to repurchase

15,000

15,000

Advances from FHLB

 

104,072

 

 

104,097

 

Accrued interest payable

 

9,983

 

 

9,983

 

Subordinated debt

 

23,195

 

 

 

21,805

Derivative financial instruments

578

 

 

578

 

June 30, 2024

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

60,904

$

60,904

$

$

Interest-bearing time deposits

 

491

 

 

491

 

Stock in FHLB

 

8,713

 

 

8,713

 

Stock in Federal Reserve Bank of St. Louis

 

9,089

 

 

9,089

 

Loans receivable, net

 

3,797,287

 

 

 

3,639,657

Accrued interest receivable

 

23,826

 

 

23,826

 

Mortgage servicing assets

 

2,448

 

 

2,448

Derivative financial instruments

 

20

 

 

20

 

Financial liabilities

 

 

 

 

Deposits

 

3,943,059

 

2,607,653

 

 

1,338,215

Securities sold under agreements to repurchase

9,398

 

9,398

 

Advances from FHLB

 

102,050

 

 

100,468

 

Accrued interest payable

12,868

 

 

12,868

 

Subordinated debt

23,156

 

 

20,576

Derivative financial instruments

15

 

15

 

v3.25.1
Derivative Financial Instruments
9 Months Ended
Mar. 31, 2025
Derivative Financial Instruments  
Derivative Financial Instruments

Note 13: Derivative Financial Instruments

The Company enters into derivative financial instruments, primarily interest rate swaps, to convert certain long term fixed rate loans to floating rates to manage interest rate risk, facilitate asset/liability management strategies and manage other exposures. The fair value of derivative positions outstanding is included in other assets and other liabilities in the accompanying consolidated balance sheets and in the net change in each of these line items in the operating section of the accompanying consolidated statements of cash flows. The unrealized gains and losses, representing the change in fair value of the derivative, are being recorded in interest income in the consolidated statements of income. The ineffective portions of the unrealized gains or losses, if any, are recorded in interest income and interest expense in the consolidated statements of income.

The Company executed one interest rate swap, with an original notional amount of $10.0 million, during the first quarter of fiscal 2025, and executed two interest rate swaps, with original notional amounts of $20.0 million each, during the fourth quarter of fiscal 2024, for a total of $50.0 million, designated as fair value hedges, to convert certain long-term fixed rate 1-4 family loans to floating rates to hedge interest rate risk exposure. The portfolio layer method is being used, which allows the Company to designate a stated amount of the assets that are not expected to be affected by prepayments, defaults or other factors that could affect the timing and amount of the cash flow, as the hedged item. The effect of the swaps on loan interest income in the income statement during the three- and nine- month periods ended March 31, 2025, totaled $51,000 and $312,000, and none in each of the same periods of the prior year.

The notional amounts and estimated fair values of the Company’s interest rate swaps at March 31, 2025 and June 30, 2024 are presented in the tables below:

March 31, 2025

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

50,000

$

605

$

578

June 30, 2024

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

40,000

$

20

$

15

The carrying amount of the hedged assets, included in loans receivable, net and cumulative amount of fair value hedging adjustment included in the carrying amount of the hedged assets at March 31, 2025 and June 30, 2024 are presented in the tables below:

March 31, 2025

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

495,428

$

27

June 30, 2024

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

553,307

$

5

v3.25.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Pay vs Performance Disclosure        
Net Income (Loss) $ 15,683 $ 11,307 $ 42,792 $ 36,652
v3.25.1
Insider Trading Arrangements
3 Months Ended
Mar. 31, 2025
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
v3.25.1
Organization and Summary of Significant Accounting Policies (Policies)
9 Months Ended
Mar. 31, 2025
Organization and Summary of Significant Accounting Policies  
Organization

Organization. Southern Missouri Bancorp, Inc., a Missouri corporation (the Company) was organized in 1994 and is the parent company of Southern Bank (the Bank). Substantially all of the Company’s consolidated revenues are derived from the operations of the Bank, and the Bank represents substantially all of the Company’s consolidated assets and liabilities. SB Real Estate Investments, LLC is a wholly-owned subsidiary of the Bank formed to hold Southern Bank Real Estate Investments, LLC. Southern Bank Real Estate Investments, LLC is a real estate investment trust (REIT) which is controlled by SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At March 31, 2025, assets of the REIT were approximately $1.3 billion, and consisted primarily of real estate loan participations acquired from the Bank.

The Bank is primarily engaged in providing a full range of banking and financial services to individuals and corporate customers in its market areas. The Bank and Company are subject to competition from other financial institutions. The Bank and Company are subject to the regulation of certain federal and state agencies and undergo periodic examinations by those regulatory authorities.

Basis of Financial Statement Presentation

Basis of Financial Statement Presentation. The condensed consolidated financial statements of the Company have been prepared in conformity with accounting principles generally accepted in the United States of America and general practices within the banking industry. In the normal course of business, the Company encounters two significant types of risk: economic and regulatory. Economic risk is comprised of interest rate risk, credit risk, and market risk. The Company is subject to interest rate risk to the degree that its interest-bearing liabilities reprice on a different basis than its interest-earning assets. Credit risk is the risk of default on the Company’s investment or loan portfolios resulting from the borrowers’ inability or unwillingness to make contractually required payments. Market risk reflects changes in the value of the investment portfolio, collateral underlying loans receivable, and the value of the Company’s investments in real estate.

Principles of Consolidation

Principles of Consolidation. The condensed consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated.

Use of Estimates

Use of Estimates. The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses.

Cash and Cash Equivalents

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions, interest-bearing deposits in other depository institutions, and securities purchased under agreements to resell with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $172.7 million and $7.7 million at March 31, 2025 and June 30, 2024, respectively. Securities purchased under agreements to resell totaled $25.3 million and $0 at March 31, 2025 and June 30, 2024, respectively, and are included in these totals. Other correspondent deposits are held in various commercial banks with a total of $1.8 million and $2.3 million exceeding the FDIC’s deposit insurance limits at March 31, 2025 and June 30, 2024, respectively, as well as at the Federal Reserve and the Federal Home Loan Banks of Des Moines and Chicago.

Interest-Bearing Time Deposits

Interest-Bearing Time Deposits. Interest bearing time deposits in banks mature within three years and are carried at cost.

Available for Sale Securities

Available for Sale Securities. Available for sale securities (AFS), which include any security for which the Company has no immediate plan to sell but which may be sold in the future, are carried at fair value. Unrealized gains and losses, net of tax, are reported in accumulated other comprehensive loss, a component of stockholders’ equity. All securities have been classified as available for sale.

Premiums and discounts on debt securities are amortized or accreted as adjustments to income over the estimated life of the security using the level yield method. Realized gains or losses on the sale of securities is based on the specific identification method. The fair value of securities is based on quoted market prices or dealer quotes. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities.

The Company does not invest in collateralized mortgage obligations that are considered high risk.

For AFS securities with fair value less than amortized cost that management has no intent to sell and believes that it more likely than not will not be required to sell prior to recovery, only the credit loss component of the impairment is recognized in earnings, while the noncredit loss is recognized in accumulated other comprehensive loss. The credit loss component recognized in earnings is identified as the amount of principal cash flows not expected to be received over the remaining term of the security as projected based on cash flow projections, and is recorded to the Allowance for Credit Losses (ACL), by a charge to provision for credit losses. Accrued interest receivable is excluded from the estimate of credit losses. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired AFS security, or, if it is more likely than not the Company will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount would be

recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation.

The Company evaluates impaired AFS securities at the individual level on a quarterly basis, and considers factors including, but not limited to: the extent to which the fair value of the security is less than the amortized cost basis; adverse conditions specifically related to the security, an industry, or geographic area; the payment structure of the security and likelihood of the issuer to be able to make payments that may increase in the future; failure of the issuer to make scheduled interest or principal payments; any changes to the rating of the security by a rating agency; and the ability and intent to hold the security until maturity. A qualitative determination as to whether any portion of the impairment is attributable to credit risk is acceptable. There were no credit-related factors underlying unrealized losses on AFS securities at March 31, 2025, or June 30, 2024.

Changes in the ACL are recorded as expense. Losses are charged against the ACL when management believes the uncollectability of an AFS debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Federal Reserve Bank and Federal Home Loan Bank Stock

Federal Reserve Bank and Federal Home Loan Bank Stock. The Bank is a member of the Federal Reserve and the Federal Home Loan Bank (FHLB) systems. Capital stock of the Federal Reserve and the FHLB is a required investment of the Bank based upon a predetermined formula and is carried at cost.

Loans

Loans. Loans are generally stated at unpaid principal balances, less the ACL, any net deferred loan origination fees, and unamortized premiums or discounts on purchased loans.

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

The ACL is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans, and is established through a provision for credit losses (PCL) charged to current earnings. The ACL is increased by the provision for credit losses on loans charged to expense and reduced by loans charged off, net of recoveries. Loans are charged off in the period deemed uncollectible, based on management’s analysis of expected cash flows (for non-collateral dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries of loans previously charged off, if any, are credited to the allowance when received.

Management estimates the ACL using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Adjustments may be made to historical loss information for differences identified in current loan-specific risk characteristics, such as differences in underwriting standards or terms; lending review systems; experience, ability, or depth of lending management and staff; portfolio growth and mix; delinquency levels and trends; as well as for changes in environmental conditions, such as changes in economic activity or employment, agricultural economic conditions, property values, or other relevant factors. The Company generally incorporates a reasonable and supportable forecast period of four quarters, and a four-quarter, straight-line reversion period to return to long-term historical averages. Accrued interest receivable is excluded from the estimate of credit losses.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. For loans that do not share general risk characteristics with the collectively evaluated pools, the Company estimates credit losses on an individual loan basis, and these loans are excluded from the collectively evaluated pools. An ACL for an individually evaluated loan is recorded when the amortized cost basis of the loan exceeds the discounted estimated cash flows using the loan’s initial effective interest rate or the fair value, less estimated costs to sell, of the collateral for certain collateral dependent loans. For the collectively evaluated pools, the Company segments the loan portfolio primarily by loan purpose and collateral into 24 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company primarily utilizes the discounted cash flow (DCF) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal, the Company utilizes the remaining life method. The DCF model implements probability of default (PD) and loss given default (LGD) calculations at the instrument level. PD and LGD are determined based on statistical analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default to include an event of charge off, an adverse (substandard or worse) internal credit rating, becoming delinquent 90 days or more, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow, including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag.

Loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination are considered purchased credit deteriorated (PCD) loans. At the acquisition date, an estimate of expected credit losses is made for groups of PCD loans with similar risk characteristics and individual PCD loans without similar risk characteristics. This initial ACL is allocated to individual PCD loans and added to the purchase price or acquisition date fair values to establish the initial amortized cost basis of the PCD loans. As the initial ACL is added to the purchase price, there is no credit loss expense recognized upon acquisition of a PCD loan. Any difference between the unpaid principal balance of PCD loans and the amortized cost basis is considered to relate to non-credit factors and results in a discount or premium. Discounts and premiums are recognized through interest income on a level-yield method over the life of the loans.

Loan fees and certain direct loan origination costs are deferred, and the net fee or cost is recognized as an adjustment to interest income using the interest method over the contractual life of the loans.

Off-Balance Sheet Credit Exposures

Off-Balance Sheet Credit Exposures. Off-balance sheet credit instruments include commitments to make loans, and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of non-performance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The ACL for off-balance sheet credit exposures is estimated by loan pool on a quarterly basis under the current CECL model using the same methodologies as portfolio loans, taking into consideration the likelihood that funding will occur and is included in other liabilities on the Company’s consolidated balance sheets. The Company records an ACL on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancelable.

Foreclosed Real Estate

Foreclosed Real Estate. Real estate acquired by foreclosure or by deed in lieu of foreclosure is initially recorded at fair value less estimated selling costs, establishing a new cost basis. Any costs for development and improvement of the property that are warranted are capitalized.

Valuations are periodically performed by management, and an allowance for losses is established by a charge to operations if the carrying value of a property exceeds its estimated fair value, less estimated selling costs.

Loans to facilitate the sale of real estate acquired in foreclosure are discounted if made at less than market rates. Discounts are amortized over the fixed interest period of each loan using the interest method.

Premises and Equipment

Premises and Equipment. Premises and equipment are stated at cost less accumulated depreciation and include expenditures for major betterments and renewals. Maintenance, repairs, and minor renewals are expensed as incurred. When property is retired or sold, the retired asset and related accumulated depreciation are removed from the accounts and the resulting gain or loss taken into income. The Company reviews property and equipment for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. If

such assets are considered to be impaired, the impairment loss recognized is measured by the amount by which the carrying amount exceeds the fair value of the assets.

Depreciation is computed by use of straight-line and accelerated methods over the estimated useful lives of the assets. Estimated lives are generally seven to forty years for premises, three to seven years for equipment, and three years for software.

Bank Owned Life Insurance

Bank Owned Life Insurance. Bank owned life insurance policies are reflected in the condensed consolidated balance sheets at the estimated cash surrender value. Changes in the cash surrender value of these policies, as well as a portion of the insurance proceeds received, are recorded in noninterest income in the condensed consolidated statements of income.

Goodwill

Goodwill. The Company’s goodwill is evaluated annually for impairment or more frequently if impairment indicators are present. A qualitative assessment is performed to determine whether the existence of events or circumstances leads to a determination that it is more likely than not that the fair value is less than the carrying amount, including goodwill. If, based on the evaluation, it is determined to be more likely than not that the fair value is less than the carrying value, then goodwill is tested further for impairment. If the implied fair value of goodwill is lower than its carrying amount, a goodwill impairment is indicated and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the financial statements. As of June 30, 2024, the date of the Company’s annual test, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the market value of the Company’s common stock; concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations. There was no impairment of goodwill at March 31, 2025.

Intangible Assets

Intangible Assets. The Company’s intangible assets at March 31, 2025 included gross core deposit intangibles of $39.1 million with $20.3 million accumulated amortization, gross other identifiable intangibles of $6.6 million with accumulated amortization of $4.4 million, and mortgage and SBA servicing rights of $3.0 million. At June 30, 2024, the Company’s intangible assets included gross core deposit intangibles of $39.1 million with $17.8 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $4.2 million, and mortgage and SBA servicing rights of $3.0 million. The Company’s core deposit and other intangible assets are being amortized using the straight line method, in accordance with ASC 350, over periods ranging from five to ten years, with amortization expense expected to be approximately $857,000 in the remainder of fiscal 2025, $3.1 million in fiscal 2026, $2.7 million in fiscal 2027, $2.7 million in fiscal 2028, $2.7 million in fiscal 2029, and $8.9 million thereafter. As of March 31, 2025 and June 30, 2024, there was no impairment of other intangible assets indicated.

The Company records mortgage servicing rights (MSR) at fair value for all mortgage loans sold on a servicing retained basis with subsequent adjustments to fair value of MSR in accordance with FASB ASC 860. An estimate of the fair value of the Company’s MSR is determined utilizing assumptions about factors such as mortgage interest rates, discount rates, mortgage loan prepayment speeds, market trends and industry demand. Changes in the fair value of MSR are recorded in loan servicing fees in the consolidated statements of income.

Income Taxes

Income Taxes. The Company accounts for income taxes in accordance with income tax accounting guidance (ASC 740, Income Taxes). The income tax accounting guidance results in two components of income tax expense: current and deferred. Current income tax expense reflects taxes to be paid or refunded for the current period by applying the provisions of the enacted tax law to the taxable income or excess of deductions over revenues. The Company determines deferred income taxes using the liability (or balance sheet) method. Under this method, the net deferred tax asset or liability is based on the tax effects of the differences between the book and tax bases of assets and liabilities, and enacted changes in tax rates and laws are recognized in the period in which they occur.

Deferred income tax expense results from changes in deferred tax assets and liabilities between periods. Deferred tax assets are recognized if it is more likely than not, based on the technical merits, that the tax position will be realized or sustained upon examination. The term more likely than not means a likelihood of more than 50 percent; the terms examined and upon examination also include resolution of the related appeals or litigation processes, if any. A tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing authority that has full knowledge of all relevant information. The determination of whether or not a tax position has met the more-likely-than-not recognition threshold considers the facts, circumstances, and information available at the

reporting date and is subject to management’s judgment. Deferred tax assets are reduced by a valuation allowance if, based on the weight of evidence available, it is more likely than not that some portion or all of a deferred tax asset will not be realized.

The Company recognizes interest and penalties, if any, on income taxes as a component of income tax expense.

The Company files consolidated income tax returns with its subsidiaries, the Bank and SB Real Estate Investments, LLC, with a tax year ended June 30. Southern Bank Real Estate Investments, LLC files a separate REIT return for federal tax purposes, and also files state income tax returns, with a tax year ended December 31.

Derivative Financial Instruments and Hedging Activities

Derivative Financial Instruments and Hedging Activities. The Company enters into derivative financial instruments, primarily interest rate swaps, to manage interest rate risk, facilitate asset/liability management strategies and manage other exposures. Derivative instruments are accounted pursuant to ASC Topic 815, “Derivatives and Hedging”, which requires companies to recognize derivative instruments as either assets or liabilities in the consolidated balance sheet. All derivative financial instruments are recognized as other assets or other liabilities, as applicable, at estimated fair value. The change in each of these financial statement line items is included as operating cash flows in the accompanying consolidated statements of cash flows. The Company does not speculate using derivative instruments. Derivative financial instruments are more fully described in Note 13.

Incentive Plans Incentive Plans. The Company accounts for its Equity Incentive Plan (EIP), and Omnibus Incentive Plan (OIP) in accordance with ASC 718, “Share-Based Payment.” Compensation expense is based on the market price of the Company’s stock on the date the shares are granted and is recorded over the vesting period. The difference between the grant-date fair value and the fair value on the date the shares are considered earned represents a tax benefit to the Company that is recorded as an adjustment to income tax expense.
Non-Employee Directors' Retirement

Non-Employee Directors’ Retirement. The Bank entered into directors’ retirement agreements beginning in April 1994 for non-employee directors and continued to do so for new non-employee directors joining the Bank’s board through December 2014. These directors’ retirement agreements provide that each participating non-employee director (participant) shall receive, upon termination of service on the Board on or after age 60, other than termination for cause, a benefit in equal annual installments over a five year period. The benefit will be based upon the product of the participant’s vesting percentage and the total Board fees paid to the participant during the calendar year preceding termination of service on the Board. The vesting percentage shall be determined based upon the participant’s years of service on the Board.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. Benefits shall not be payable to anyone other than the beneficiary, and shall terminate on the death of the beneficiary.

Stock Options

Stock Options. Compensation cost is measured based on the grant-date fair value of the equity instruments issued, and recognized over the vesting period during which an employee provides service in exchange for the award.

Earnings Per Share

Earnings Per Share. Basic earnings per share available to common stockholders is computed using the weighted-average number of common shares outstanding. Diluted earnings per share available to common stockholders includes the effect of all weighted-average dilutive potential common shares (stock options and restricted stock grants) outstanding during each period.

Comprehensive Income

Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income (loss) includes unrealized appreciation (depreciation) on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a credit loss has been recognized in income, and changes in the funded status of defined benefit pension plans.

Transfers Between Fair Value Hierarchy Levels

Transfers Between Fair Value Hierarchy Levels. Transfers in and out of Level 1 (quoted market prices), Level 2 (other significant observable inputs) and Level 3 (significant unobservable inputs) are recognized on the period ending date.

Wealth Management Assets and Fees Wealth Management Assets and Fees. Assets managed in fiduciary or investment management accounts by the Company are not included in the consolidated balance sheets since such items are not assets of the Company or its subsidiaries. Fees from fiduciary or investment management activities are recorded on a cash basis over the period in which the service is provided. Fees are generally a function of the market value of assets managed and administered, the volume of transactions, and fees for other services rendered, as set forth in the agreement between the customer and the Company. This revenue recognition involves the use of estimates and assumptions, including components that are calculated based on asset valuations and transaction volumes. Any out-of-pocket expenses or services not typically covered by the fee schedule for fiduciary activities are charged directly to the account on a gross basis as revenue is incurred. The Southern Wealth Management division, which is a division of the Bank, held fiduciary assets totaling $106.2 million and $100.9 million as of March 31, 2025 and June 30, 2024, respectively, and investment management assets totaling $520.1 million and $474.7 million as of March 31, 2025 and June 30, 2024, respectively.
New Accounting Pronouncements

New Accounting Pronouncements:

In January 2021, the FASB published ASU 2021-01, “Reference Rate Reform. (Topic 848)”. ASU 2021-01 clarified that certain optional expedients and exceptions in Topic 848 for contract modifications and hedge accounting apply to derivatives that are affected by the discounting transition. The ASU also amended the expedients and exceptions in Topic 848 to capture the incremental consequences of the scope clarification and to tailor the existing guidance to derivative instruments affected by the discounting transition. An entity may elect to apply the amendments in this update on a full retrospective basis as of any date from the beginning of an interim period that includes or is subsequent to March 12, 2020, or on a prospective basis to new modifications from any date within an interim period that includes or is subsequent to the date of the issuance of a final update, up to the date that financial statements are available to be issued. If an entity elects to apply any of the amendments in this update for an eligible hedging relationship, any adjustments as a result of those elections must be reflected as of the date the entity applies the election. Originally, the amendments in this update did not apply to contract modifications made after December 31, 2022, new hedging relationships entered into after December 31, 2022, and existing hedging relationships evaluated for effectiveness in periods after December 31, 2022 except for hedging relationships existing as of December 31, 2022, that apply certain optional expedients in which the accounting effects are recorded through the end of the hedging relationship (including periods after December 31, 2022). With the issuance of ASU 2022-06 Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2021-01 was extended from December 31, 2022 to December 31, 2024. The adoption of this ASU did not have a material impact on the Company’s consolidated financial statements.

In November 2023, the FASB issued ASU 2023-07, “Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures.” The amendments in this update improve financial reporting by requiring disclosure of incremental segment information on an annual and interim basis for all public entities to enable investors to develop more decision-useful financial analyses. The amendments in this update do not change how a public entity identifies its operating segments, aggregates those operating segments, or applies the quantitative thresholds to determine its reportable segments. The amendments of this ASU are effective for fiscal years beginning after December 15, 2023 and interim periods within fiscal years beginning after December 15, 2024. The Company is evaluating the accounting and disclosure of this ASU and does not expect it to have a material impact on the consolidated financial statements.

On December 14, 2023, the FASB published ASU 2023-02, “Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method.” This ASU permits reporting entities to elect to account for tax equity investments, regardless of the tax credit program for which the income tax credits are received, using the proportional amortization method if certain conditions are met. Under the proportional amortization method, an entity amortizes the initial cost of the investment in proportion to the income tax credits and other income tax benefits received and recognizes the net amortization and income tax credits and other income tax benefits in the income statement as a component of income tax expense. A reporting entity makes an accounting policy election to apply the proportional amortization method on a tax-credit-program-by-tax-credit-program basis rather than electing to apply the proportional amortization method at the reporting entity level or to individual investments. This ASU also requires specific disclosures of investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method. The ASU was effective for fiscal years beginning after December 15, 2023, and was effective for the Company beginning July 1, 2024. The adoption of ASU 2023-02 did not have a material impact on the Company’s consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes - Improvements to Income Tax Disclosures (Topic 740)”. ASU 2023-09 was issued to address requests by investors and creditors for enhanced transparency and decision usefulness of income tax disclosures. Public business entities (PBEs) would be required to prepare an annual detailed, tabular tax rate reconciliation. All other entities would be required to provide qualitative disclosure on specific categories and individual jurisdictions that result in significant differences between the statutory and effective tax rates. All entities would be required to annually disclose taxes paid disaggregated by federal, state, and foreign taxes, as well as disaggregating taxes by individual jurisdiction if taxes paid exceed 5% of total income taxes paid. The ASU is effective for PBEs for fiscal years beginning after December 15, 2024. The Company is evaluating the accounting and disclosure of this ASU and does not expect it to have a material impact on the consolidated financial statements.

In November 2024, the FASB issued ASU 2024-03, “Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40)”. ASU 2024-03 was issued to improve the disclosures about a public business entity’s expenses and address requests from investors for more detailed information about the types of expenses (including purchases of inventory, employee compensation, depreciation, amortization, and depletion) in commonly presented expense captions (such as cost of sales, SG&A, and research and development). The ASU is effective for PBEs for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. The Company does not expect adoption of ASU 2024-03 to have a material impact on its consolidated financial statements, but will impact disclosures.

v3.25.1
Basis of Presentation (Tables)
9 Months Ended
Mar. 31, 2025
Basis of Presentation  
Correction of an Immaterial Error in Prior Period Financial Statements

Consolidated Balance Sheet

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Liabilities and Stockholders' Equity:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Consolidated Statement of Income

For the three- month period ended March 31, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

28,021

$

(128)

$

27,893

Securities sold under agreements to repurchase

-

128

128

Consolidated Statement of Income

For the nine- month period ended March 31, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

74,032

$

(327)

$

73,705

Securities sold under agreements to repurchase

-

327

327

Fair Value of Financial Instruments

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Carrying Amount:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Significant Other Observable Inputs (Level 2):

Securities sold under agreements to repurchase

-

9,398

9,398

v3.25.1
Available for Sale Securities (Tables)
9 Months Ended
Mar. 31, 2025
Available for Sale Securities  
Schedule of available for sale securities

March 31, 2025

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

27,313

$

4

$

(1,918)

$

$

25,399

Corporate obligations

33,119

93

(877)

32,335

Asset-backed securities

38,240

745

(180)

38,805

Other securities

 

4,416

 

15

 

(66)

 

 

4,365

Total debt securities

103,088

857

(3,041)

100,904

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

134,178

1,110

(5,834)

129,454

Commercial MBS issued by GSEs

68,170

362

(4,820)

63,712

CMOs issued by GSEs

175,395

218

(6,753)

168,860

Total MBS and CMOs

 

377,743

 

1,690

 

(17,407)

 

362,026

Total AFS securities

$

480,831

$

2,547

$

(20,448)

$

$

462,930

June 30, 2024

 

 

Gross

 

Gross

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

29,960

$

4

$

(2,211)

$

$

27,753

Corporate obligations

32,998

60

(1,781)

31,277

Asset-backed securities

57,403

1,525

(249)

58,679

Other securities

5,387

 

20

 

(74)

 

5,333

Total debt securities

125,748

1,609

(4,315)

123,042

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

110,918

692

(6,855)

104,755

Commercial MBS issued by GSEs

65,195

297

(5,746)

59,746

CMOs issued by GSEs

148,382

82

(8,104)

140,360

Total MBS and CMOs

 

324,495

 

1,071

 

(20,705)

 

 

304,861

Total AFS securities

$

450,243

$

2,680

$

(25,020)

$

$

427,903

Schedule of amortized cost and fair value of available-for-sale securities, by contractual maturity

March 31, 2025

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

81

$

82

After one year but less than five years

 

28,318

 

28,060

After five years but less than ten years

 

44,990

 

43,057

After ten years

 

29,699

 

29,705

Total investment securities

 

103,088

 

100,904

MBS and CMOs

 

377,743

 

362,026

Total AFS securities

$

480,831

$

462,930

Schedule of available-for-sale securities, continuous unrealized loss position and fair Value

March 31, 2025

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

(dollars in thousands)

Obligations of state and political subdivisions

$

6,083

$

84

$

15,689

$

1,834

$

21,772

$

1,918

Corporate obligations

2,918

6

18,939

871

21,857

877

Asset-backed securities

2,577

1

803

179

3,380

180

Other securities

19

3,847

66

3,866

66

MBS and CMOs

 

70,505

 

562

 

159,315

 

16,845

 

229,820

 

17,407

Total AFS securities

$

82,102

$

653

$

198,593

$

19,795

$

280,695

$

20,448

June 30, 2024

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

(dollars in thousands)

Obligations of state and political subdivisions

$

3,720

$

38

$

21,762

$

2,173

$

25,482

$

2,211

Corporate obligations

25,295

1,781

25,295

1,781

Asset-backed securities

7,234

249

7,234

249

Other securities

4,404

31

287

43

4,691

74

MBS and CMOs

 

56,820

 

621

 

193,382

 

20,084

 

250,202

 

20,705

Total AFS securities

$

64,944

$

690

$

247,960

$

24,330

$

312,904

$

25,020

v3.25.1
Loans and Allowance for Credit Losses (Tables)
9 Months Ended
Mar. 31, 2025
Loans and Allowance for Credit Losses  
Schedule of classes of loans

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

1-4 residential real estate

$

978,908

$

925,397

Non-owner occupied commercial real estate

 

897,125

 

899,770

Owner occupied commercial real estate

 

440,282

 

427,476

Multi-family real estate

 

405,445

 

384,564

Construction and land development

323,499

290,541

Agriculture real estate

 

247,027

 

232,520

Total loans secured by real estate

 

3,292,286

 

3,160,268

Commercial and industrial

488,116

450,147

Agriculture production

186,058

175,968

Consumer

54,022

59,671

All other loans

3,216

3,981

Gross loans

 

4,023,698

 

3,850,035

Deferred loan fees, net

 

(189)

 

(232)

Allowance for credit losses

 

(54,940)

 

(52,516)

Net loans

$

3,968,569

$

3,797,287

Schedule of balance in the allowance for loan losses and the recorded investment in loans based on portfolio segment and impairment methods

At period end and for the nine months ended March 31, 2025

 

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

10,528

$

817

$

(60)

$

46

$

11,331

Non-owner occupied commercial real estate

19,055

(1,483)

17,572

Owner occupied commercial real estate

4,815

387

(122)

5,080

Multi-family real estate

5,447

(254)

47

5,240

Construction and land development

2,901

487

(1)

3,387

Agriculture real estate

2,107

347

2,454

Commercial and industrial

6,233

1,443

(153)

49

7,572

Agriculture production

835

1,330

(976)

2

1,191

Consumer

578

748

(246)

16

1,096

All other loans

17

17

Total

$

52,516

$

3,822

$

(1,558)

$

160

$

54,940

At period end and for the three months ended March 31, 2025

 

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

12,664

$

(1,323)

$

(10)

$

$

11,331

Non-owner occupied commercial real estate

13,660

3,912

17,572

Owner occupied commercial real estate

5,707

(627)

5,080

Multi-family real estate

5,725

(485)

5,240

Construction and land development

4,717

(1,330)

3,387

Agriculture real estate

2,517

(63)

2,454

Commercial and industrial

8,063

(415)

(88)

12

7,572

Agriculture production

1,060

1,105

(976)

2

1,191

Consumer

603

533

(45)

5

1,096

All other loans

24

(7)

17

Total

$

54,740

$

1,300

$

(1,119)

$

19

$

54,940

 

At period end and for the nine months ended March 31, 2024

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

9,474

$

(13)

$

(42)

$

33

$

9,452

Non-owner occupied commercial real estate

13,863

5,389

(496)

18,756

Owner occupied commercial real estate

5,168

(717)

4,451

Multi-family real estate

6,806

(84)

(97)

6,625

Construction and land development

3,414

71

(289)

18

3,214

Agriculture real estate

2,567

(410)

2,157

Commercial and industrial

5,235

549

(249)

8

5,543

Agriculture production

782

(90)

692

Consumer

490

162

(257)

37

432

All other loans

21

(7)

14

Total

$

47,820

$

4,850

$

(1,430)

$

96

$

51,336

 

At period end and for the three months ended March 31, 2024

Balance

 

Provision

 

Balance

beginning

(benefit) charged

Losses

end

(dollars in thousands)

    

of period

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 residential real estate

$

9,574

$

(121)

$

(1)

$

$

9,452

Non-owner occupied commercial real estate

16,599

2,157

18,756

Owner occupied commercial real estate

4,814

(363)

4,451

Multi-family real estate

6,188

437

6,625

Construction and land development

3,639

(425)

3,214

Agriculture real estate

2,379

(222)

2,157

Commercial and industrial

5,850

(245)

(65)

3

5,543

Agriculture production

570

122

692

Consumer

454

21

(48)

5

432

All other loans

17

(3)

14

Total

$

50,084

$

1,358

$

(114)

$

8

$

51,336

Schedule of allowance for off-balance credit exposure

At period end and for the nine months ended March 31, 2025

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

140

$

56

$

196

Non-owner occupied commercial real estate

153

15

168

Owner occupied commercial real estate

136

38

174

Multi-family real estate

31

31

62

Construction and land development

1,912

(508)

1,404

Agriculture real estate

60

(30)

30

Commercial and industrial

782

444

1,226

Agriculture production

37

160

197

Consumer

12

(6)

6

All other loans

1

1

Total

$

3,263

$

201

$

3,464

At period end and for the three months ended March 31, 2025

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

229

$

(33)

$

196

Non-owner occupied commercial real estate

185

(17)

168

Owner occupied commercial real estate

169

5

174

Multi-family real estate

65

(3)

62

Construction and land development

1,965

(561)

1,404

Agriculture real estate

54

(24)

30

Commercial and industrial

1,032

194

1,226

Agriculture production

127

70

197

Consumer

6

6

All other loans

1

1

Total

$

3,832

$

(368)

$

3,464

At period end and for the nine months ended March 31, 2024

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

126

$

17

$

143

Non-owner occupied commercial real estate

154

36

190

Owner occupied commercial real estate

182

(18)

164

Multi-family real estate

16

18

34

Construction and land development

4,897

(2,242)

2,655

Agriculture real estate

50

(13)

37

Commercial and industrial

730

19

749

Agriculture production

107

45

152

Consumer

16

(2)

14

All other loans

10

(10)

Total

$

6,288

$

(2,150)

$

4,138

At period end and for the three months ended March 31, 2024

 

Balance

Provision

 

Balance

beginning

(benefit) charged

end

(dollars in thousands)

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 residential real estate

$

136

$

7

$

143

Non-owner occupied commercial real estate

151

39

190

Owner occupied commercial real estate

175

(11)

164

Multi-family real estate

9

25

34

Construction and land development

3,179

(524)

2,655

Agriculture real estate

47

(10)

37

Commercial and industrial

728

21

749

Agriculture production

157

(5)

152

Consumer

14

14

All other loans

Total

$

4,596

$

(458)

$

4,138

Schedule of Gross charge-offs by loan class and year of origination

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

March 31, 2025

1-4 residential real estate

$

$

$

$

$

$

60

$

$

60

Owner occupied commercial real estate

 

 

 

122

 

 

 

 

 

122

Construction and land development

 

 

 

 

 

1

 

 

 

1

Commercial and industrial

 

 

22

 

103

 

 

17

 

11

 

 

153

Agriculture production

 

 

976

 

 

 

 

 

 

976

Consumer

 

3

 

113

 

70

 

38

 

5

 

17

 

 

246

Total gross charge-offs

$

3

$

1,111

$

295

$

38

$

23

$

88

$

$

1,558

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

March 31, 2024

1-4 residential real estate

$

$

$

6

$

$

$

36

$

$

42

Non-owner occupied commercial real estate

 

 

496

 

 

 

 

 

 

496

Multi-family real estate

 

 

 

 

97

 

 

 

 

97

Construction and land development

 

 

100

 

78

 

111

 

 

 

 

289

Commercial and industrial

 

 

59

 

180

 

10

 

 

 

 

249

Consumer

 

7

 

123

 

91

 

29

 

 

7

 

 

257

Total gross charge-offs

$

7

$

778

$

355

$

247

$

$

43

$

$

1,430

Schedule of credit risk profile of the Company's loan portfolio based on rating category and payment activity

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

1-4 residential real estate

Pass

$

156,011

$

123,132

$

138,972

$

174,568

$

130,069

$

138,729

$

111,323

$

972,804

Watch

 

84

 

613

 

473

 

347

 

197

 

256

 

 

1,970

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

946

 

992

 

238

 

861

 

33

 

951

 

113

 

4,134

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 residential real estate

$

157,041

$

124,737

$

139,683

$

175,776

$

130,299

$

139,936

$

111,436

$

978,908

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

80,150

$

94,810

$

227,220

$

279,507

$

81,774

$

72,997

$

8,587

$

845,045

Watch

 

 

1,833

 

15,299

 

203

 

 

 

 

17,335

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

4,449

 

 

42

 

30,254

 

 

 

 

34,745

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

84,599

$

96,643

$

242,561

$

309,964

$

81,774

$

72,997

$

8,587

$

897,125

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

52,843

$

57,359

$

91,568

$

82,333

$

76,919

$

50,479

$

20,509

$

432,010

Watch

 

634

 

2,176

 

1,667

 

87

 

145

 

74

 

 

4,783

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

1,000

 

52

 

 

1,762

 

75

 

436

 

164

 

3,489

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

54,477

$

59,587

$

93,235

$

84,182

$

77,139

$

50,989

$

20,673

$

440,282

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

60,554

$

19,320

$

180,393

$

72,546

$

57,025

$

14,284

$

1,323

$

405,445

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

60,554

$

19,320

$

180,393

$

72,546

$

57,025

$

14,284

$

1,323

$

405,445

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

138,904

$

53,742

$

109,496

$

8,083

$

2,136

$

2,298

$

2,088

$

316,747

Watch

 

5,743

 

 

 

 

 

66

 

 

5,809

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

885

 

 

58

 

 

 

 

 

943

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

145,532

$

53,742

$

109,554

$

8,083

$

2,136

$

2,364

$

2,088

$

323,499

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

42,298

$

29,394

$

40,273

$

48,733

$

44,196

$

14,546

$

22,356

$

241,796

Watch

 

296

 

248

 

459

 

1,066

 

 

259

 

 

2,328

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

35

 

2,312

 

281

 

 

275

 

 

 

2,903

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

42,629

$

31,954

$

41,013

$

49,799

$

44,471

$

14,805

$

22,356

$

247,027

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

159,560

$

45,123

$

39,193

$

34,533

$

18,562

$

7,288

$

163,523

$

467,782

Watch

 

4,087

 

5,080

 

2,542

 

414

 

278

 

14

 

5,621

 

18,036

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

591

 

5

 

183

 

940

 

50

 

307

 

222

 

2,298

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

164,238

$

50,208

$

41,918

$

35,887

$

18,890

$

7,609

$

169,366

$

488,116

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

28,680

$

21,510

$

6,832

$

3,109

$

4,890

$

1,818

$

117,063

$

183,902

Watch

 

859

 

831

 

 

19

 

 

 

207

 

1,916

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

41

 

81

 

82

 

7

 

17

 

12

 

 

240

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

29,580

$

22,422

$

6,914

$

3,135

$

4,907

$

1,830

$

117,270

$

186,058

Consumer

 

 

 

 

 

 

 

 

Pass

$

22,717

$

14,061

$

10,284

$

3,872

$

1,153

$

200

$

1,685

$

53,972

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

23

 

3

 

4

 

17

 

3

 

 

 

50

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

22,740

$

14,064

$

10,288

$

3,889

$

1,156

$

200

$

1,685

$

54,022

All other loans

 

 

 

 

 

 

 

 

Pass

$

368

$

903

$

264

$

82

$

159

$

1,440

$

$

3,216

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

368

$

903

$

264

$

82

$

159

$

1,440

$

$

3,216

Total Loans

 

 

 

 

 

 

 

 

Pass

$

742,085

$

459,354

$

844,495

$

707,366

$

416,883

$

304,079

$

448,457

$

3,922,719

Watch

 

11,703

 

10,781

 

20,440

 

2,136

 

620

 

669

 

5,828

 

52,177

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

7,970

 

3,445

 

888

 

33,841

 

453

 

1,706

 

499

 

48,802

Doubtful

 

 

 

 

 

 

 

 

Total

$

761,758

$

473,580

$

865,823

$

743,343

$

417,956

$

306,454

$

454,784

$

4,023,698

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

1-4 residential real estate

Pass

$

167,734

$

157,530

$

195,002

$

142,721

$

66,292

$

92,728

$

99,365

$

921,372

Watch

 

877

 

289

 

87

 

396

 

98

 

23

 

 

1,770

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

686

 

797

 

243

 

183

 

30

 

294

 

22

 

2,255

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 residential real estate

$

169,297

$

158,616

$

195,332

$

143,300

$

66,420

$

93,045

$

99,387

$

925,397

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

120,914

$

232,802

$

294,138

$

102,380

$

33,691

$

55,190

$

6,470

$

845,585

Watch

 

4,658

 

16,232

 

209

 

1,513

 

4,443

 

1,404

 

 

28,459

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

43

 

25,683

 

 

 

 

 

25,726

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

125,572

$

249,077

$

320,030

$

103,893

$

38,134

$

56,594

$

6,470

$

899,770

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

63,251

$

98,776

$

89,361

$

86,975

$

25,664

$

26,124

$

20,147

$

410,298

Watch

 

1,252

 

6,492

 

1,178

 

154

 

 

1,181

 

520

 

10,777

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

3,233

 

 

2,199

 

 

 

428

 

541

 

6,401

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

67,736

$

105,268

$

92,738

$

87,129

$

25,664

$

27,733

$

21,208

$

427,476

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

104,162

$

143,538

$

27,524

$

4,379

$

3,887

$

679

$

1,518

$

285,687

Watch

 

652

 

2,906

 

131

 

 

 

 

 

3,689

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

1,129

 

36

 

 

 

 

 

 

1,165

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

105,943

$

146,480

$

27,655

$

4,379

$

3,887

$

679

$

1,518

$

290,541

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

39,491

$

46,387

$

56,407

$

49,334

$

9,947

$

9,238

$

18,003

$

228,807

Watch

 

281

 

100

 

197

 

 

259

 

 

 

837

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

2,265

 

281

 

 

283

 

 

 

47

 

2,876

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

42,037

$

46,768

$

56,604

$

49,617

$

10,206

$

9,238

$

18,050

$

232,520

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

116,173

$

60,404

$

43,205

$

43,879

$

3,145

$

4,863

$

174,181

$

445,850

Watch

 

1,031

 

250

 

43

 

 

 

228

 

404

 

1,956

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

272

 

275

 

859

 

 

116

 

769

 

50

 

2,341

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

117,476

$

60,929

$

44,107

$

43,879

$

3,261

$

5,860

$

174,635

$

450,147

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

40,980

$

11,288

$

4,115

$

6,159

$

1,965

$

229

$

110,396

$

175,132

Watch

 

170

 

37

 

204

 

 

 

127

 

217

 

755

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

5

 

23

 

9

 

17

 

 

27

 

 

81

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

41,155

$

11,348

$

4,328

$

6,176

$

1,965

$

383

$

110,613

$

175,968

Consumer

 

 

 

 

 

 

 

 

Pass

$

30,317

$

17,318

$

6,547

$

2,268

$

467

$

54

$

2,683

$

59,654

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

3

 

11

 

3

 

 

 

 

17

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

30,317

$

17,321

$

6,558

$

2,271

$

467

$

54

$

2,683

$

59,671

All other loans

 

 

 

 

 

 

 

 

Pass

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Total Loans

 

 

 

 

 

 

 

 

Pass

$

720,679

$

926,158

$

802,592

$

515,857

$

166,539

$

196,262

$

432,843

$

3,760,930

Watch

 

8,921

 

26,306

 

2,049

 

2,063

 

4,800

 

2,963

 

1,141

 

48,243

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

7,590

 

1,458

 

29,004

 

486

 

146

 

1,518

 

660

 

40,862

Doubtful

 

 

 

 

 

 

 

 

Total

$

737,190

$

953,922

$

833,645

$

518,406

$

171,485

$

200,743

$

434,644

$

3,850,035

Schedule of company's loan portfolio aging analysis

March 31, 2025

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

1-4 residential real estate

$

3,340

$

810

$

2,849

$

6,999

$

971,909

$

978,908

$

Non-owner occupied commercial real estate

 

 

5,071

 

64

 

5,135

 

891,990

 

897,125

 

Owner occupied commercial real estate

 

1,043

 

392

 

1,180

 

2,615

 

437,667

 

440,282

 

Multi-family real estate

 

 

 

 

 

405,445

 

405,445

 

Construction and land development

 

355

 

 

 

355

 

323,144

 

323,499

 

Agriculture real estate

 

377

 

162

 

2,593

 

3,132

 

243,895

 

247,027

 

Commercial and industrial

 

986

 

1,864

 

2,442

 

5,292

 

482,824

 

488,116

 

Agriculture production

 

20

 

87

 

188

 

295

 

185,763

 

186,058

 

Consumer

 

490

 

94

 

37

 

621

 

53,401

 

54,022

 

All other loans

 

 

 

 

 

3,216

 

3,216

 

Total loans

$

6,611

$

8,480

$

9,353

$

24,444

$

3,999,254

$

4,023,698

$

June 30, 2024

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

1-4 residential real estate

$

890

$

2,087

$

664

$

3,641

$

921,756

$

925,397

$

Non-owner occupied commercial real estate

 

107

 

 

 

107

 

899,663

 

899,770

 

Owner occupied commercial real estate

 

305

 

 

1,060

 

1,365

 

426,111

 

427,476

 

Multi-family real estate

 

 

 

 

 

384,564

 

384,564

 

Construction and land development

 

251

 

377

 

 

628

 

289,913

 

290,541

 

Agriculture real estate

 

573

 

 

35

 

608

 

231,912

 

232,520

 

Commercial and industrial

 

641

 

83

 

1,335

 

2,059

 

448,088

 

450,147

 

Agriculture production

 

50

 

 

344

 

394

 

175,574

 

175,968

 

Consumer

 

311

 

74

 

14

 

399

 

59,272

 

59,671

 

All other loans

 

 

 

 

 

3,981

 

3,981

 

Total loans

$

3,128

$

2,621

$

3,452

$

9,201

$

3,840,834

$

3,850,035

$

Schedule of company's collateral dependent loans and related ACL

Allowance on

(dollars in thousands)

Commercial

Residential

Construction and

Collateral

March 31, 2025

Real Estate

Real Estate

Land Development

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

 

  

1-4 residential real estate

 

$

$

777

$

$

$

777

$

96

Non-owner occupied commercial real estate

32,619

32,619

8,805

Owner occupied commercial real estate

542

754

1,296

267

Construction and land development

861

861

161

Commercial and industrial

494

1,674

2,168

977

Total loans

$

33,655

$

1,531

$

861

$

1,674

$

37,721

$

10,306

Allowance on

(dollars in thousands)

Commercial

Residential

Construction and

Collateral

June 30, 2024

Real Estate

Real Estate

Land Development

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

 

  

1-4 residential real estate

 

$

$

797

$

$

$

797

$

116

Non-owner occupied commercial real estate

23,457

23,457

10,175

Commercial and industrial

2,705

2,705

635

Total loans

$

23,457

$

797

$

$

2,705

$

26,959

$

10,926

Schedule of company's nonaccrual loans

    

    

(dollars in thousands)

March 31, 2025

June 30, 2024

1-4 residential real estate

$

3,258

$

1,391

Non-owner occupied commercial real estate

 

9,584

 

Owner occupied commercial real estate

 

2,245

 

1,102

Construction and land development

 

148

 

108

Agriculture real estate

 

2,837

 

1,896

Commercial and industrial

 

3,596

 

1,703

Agriculture production

 

262

 

461

Consumer

 

40

 

19

Total loans

$

21,970

$

6,680

Schedule of performing loans classified as modifications to borrowers experiencing financial difficulty

March 31, 2025

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 residential real estate

$

$

$

$

%  

Non-owner occupied commercial real estate

 

 

22,270

 

 

2.48

%  

Owner occupied commercial real estate

 

 

 

 

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

 

 

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

22,270

$

$

0.55

%  

March 31, 2024

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 residential real estate

$

$

$

$

%  

Non-owner occupied commercial real estate

 

 

 

 

%  

Owner occupied commercial real estate

 

 

 

 

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

859

 

 

0.19

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

859

$

$

0.02

%  

v3.25.1
Premises and Equipment (Tables)
9 Months Ended
Mar. 31, 2025
Premises and Equipment  
Schedule of summary of premises and equipment

    

    

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

Land

$

15,389

$

15,376

Buildings and improvements

 

85,959

 

84,474

Construction in progress

 

2,105

 

829

Furniture, fixtures, equipment and software

 

29,119

 

27,850

Automobiles

 

118

 

112

Operating leases ROU asset

 

6,855

 

6,669

 

139,545

 

135,310

Less accumulated depreciation

 

43,558

 

39,358

$

95,987

$

95,952

Schedule of calculated amount of right of use assets and lease liabilities

    

March 31, 2025

    

June 30, 2024

Consolidated Balance Sheet

 

  

 

  

Operating leases ROU asset

$

6,855

$

6,669

Operating leases liability

$

6,855

$

6,669

    

For the three- month

For the nine- month

periods ended

periods ended

    

March 31, 

March 31, 

(dollars in thousands)

    

2025

    

2024

2025

2024

Consolidated Statement of Income

 

  

 

  

Operating lease costs classified as occupancy and equipment expense

$

291

$

294

$

886

$

880

(includes short-term lease costs)

 

  

 

  

Supplemental disclosures of cash flow information

 

  

 

  

Cash paid for amounts included in the measurement of lease liabilities:

 

  

 

  

Operating cash flows from operating leases

$

174

$

208

$

586

$

623

ROU assets obtained in exchange for operating lease obligations:

$

$

$

$

2,445

Schedule of Future Minimum Rental Payments for Operating Leases

(dollars in thousands)

    

  

2025

$

269

2026

 

720

2027

 

714

2028

 

729

2029

 

748

Thereafter

 

8,298

Future lease payments expected

11,478

Less: present value discount

(4,623)

Total lease liability

$

6,855

v3.25.1
Deposits (Tables)
9 Months Ended
Mar. 31, 2025
Deposits  
Schedule of deposits

    

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

    

Non-interest bearing accounts

$

513,418

$

514,107

NOW accounts

 

1,167,296

 

1,239,663

Money market deposit accounts

 

347,823

 

336,799

Savings accounts

 

626,175

 

517,084

Certificates

1,606,670

1,335,406

Total Deposit Accounts

$

4,261,382

$

3,943,059

v3.25.1
Repurchase Agreements (Tables)
9 Months Ended
Mar. 31, 2025
Repurchase Agreements  
Schedule of repurchase agreements

March 31, 

June 30, 

 

(dollars in thousands)

2025

2024

 

Period-end balance

$

15,000

$

9,398

Average balance during the period

 

14,107

 

9,398

Maximum month-end balance during the period

 

15,000

 

9,398

Average interest during the period

 

5.43

%

 

5.39

%

Period-end interest rate

 

5.11

%

 

5.39

%

Schedule of collateral pledged by class for repurchase agreements

March 31, 

June 30, 

(dollars in thousands)

2025

2024

Mortgage-backed securities (MBS)

$

15,538

$

9,981

v3.25.1
Earnings Per Share (Tables)
9 Months Ended
Mar. 31, 2025
Earnings Per Share  
Schedule of earnings per share, basic and diluted

Three- month periods ended

 

Nine- month periods ended

March 31, 

 

March 31, 

(dollars in thousands except per share data)

    

2025

    

2024

    

2025

    

2024

 

  

 

  

Net income

$

15,683

$

11,307

$

42,792

$

36,652

Less: distributed earnings allocated to participating securities

 

(12)

 

(12)

 

(35)

 

(37)

Less: undistributed earnings allocated to participating securities

 

(59)

 

(46)

 

(158)

 

(151)

Net income available to common shareholders

15,612

11,249

42,599

36,464

Denominator for basic earnings per share

Weighted-average shares outstanding

 

11,237,641

 

11,301,577

 

11,229,733

 

11,298,174

Effect of dilutive securities stock options or awards

 

24,642

 

10,971

 

24,282

 

9,260

Denominator for diluted earnings per share

11,262,283

11,312,548

11,254,015

11,307,434

Basic earnings per share available to common stockholders

$

1.39

$

1.00

$

3.79

$

3.23

Diluted earnings per share available to common stockholders

$

1.39

$

0.99

$

3.79

$

3.22

v3.25.1
Income Taxes (Tables)
9 Months Ended
Mar. 31, 2025
Income Taxes  
Schedule of income tax provision

    

For the three-month periods ended

    

For the nine-month periods ended

(dollars in thousands)

March 31, 2025

March 31, 2024

March 31, 2025

March 31, 2024

Income taxes

 

  

 

  

  

 

  

Current

$

4,139

$

2,417

$

12,065

$

9,077

Deferred

 

 

420

 

 

420

Total income tax provision

$

4,139

$

2,837

$

12,065

$

9,497

Schedule of components of net deferred tax assets

(dollars in thousands)

    

March 31, 2025

    

June 30, 2024

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

12,821

$

12,159

Accrued compensation and benefits

 

1,137

 

1,063

NOL carry forwards acquired

 

26

 

30

Low income housing tax credit carry forward

 

99

 

396

Unrealized loss on other real estate

 

140

 

949

Unrealized loss on available for sale securities

3,938

4,915

Other

 

53

 

Total deferred tax assets

 

18,214

 

19,512

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

2,668

 

2,452

Depreciation

 

4,637

 

4,519

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

579

 

705

Other

 

 

529

Total deferred tax liabilities

 

8,004

 

8,325

Net deferred tax asset

$

10,210

$

11,187

Schedule of reconciliation of income tax expense at the statutory rate

    

For the three-month periods ended

    

For the nine-month periods ended

(dollars in thousands)

March 31, 2025

March 31, 2024

March 31, 2025

March 31, 2024

Tax at statutory rate

$

4,163

$

2,970

$

11,520

$

9,692

Increase (reduction) in taxes resulting from:

 

 

 

 

Nontaxable municipal income

 

(74)

 

(124)

 

(256)

 

(349)

State tax, net of Federal benefit

 

196

 

61

 

480

 

356

Cash surrender value of Bank-owned life insurance

 

(108)

 

(101)

 

(326)

 

(297)

Tax credit benefits

 

(2)

 

(3)

 

(29)

 

(10)

Other, net

 

(36)

 

34

 

676

 

105

Actual provision

$

4,139

$

2,837

$

12,065

$

9,497

v3.25.1
Fair Value Measurements (Tables)
9 Months Ended
Mar. 31, 2025
Fair Value Measurements  
Schedule of fair value assets measured on recurring basis

Fair Value Measurements at March 31, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

25,399

$

$

25,399

$

Corporate obligations

32,335

32,335

Asset backed securities

38,805

38,805

Other securities

 

4,365

 

 

4,365

 

MBS and CMOs

 

362,026

 

 

362,026

 

Mortgage servicing rights

2,388

2,388

Derivative financial instruments

605

605

Liabilities:

Derivative financial instruments

578

578

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for 

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

27,753

$

$

27,753

$

Corporate obligations

31,277

31,277

Asset backed securities

58,679

58,679

Other securities

 

5,333

 

 

5,333

 

MBS and CMOs

304,861

304,861

Mortgage servicing rights

2,448

2,448

Derivative financial instruments

20

20

Liabilities:

Derivative financial instruments

 

15

 

 

15

 

Schedule of fair value of nonrecurring measurements

Fair Value Measurements at March 31, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

625

$

$

$

625

Collateral dependent loans

25,288

25,288

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

759

$

$

$

759

Collateral dependent loans

12,994

12,994

Schedule of losses recognized on assets measured on a nonrecurring basis

    

For the nine months ended

(dollars in thousands)

March 31, 2025

March 31, 2024

Foreclosed and repossessed assets held for sale

$

80

$

687

Total losses on assets measured on a non-recurring basis

$

80

$

687

Fair Value Option, Disclosures [Table Text Block]

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

March 31, 2025

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

625

 

Third party appraisal

 

Marketability discount

 

31.3 - 31.3

%  

31.3

%

Collateral dependent loans

25,288

 

Collateral value

 

Marketability discount

 

12.4 - 60.2

%  

28.0

%

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2024

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

759

 

Third party appraisal

 

Marketability discount

 

17.9 - 44.9

%  

20.3

%

Collateral dependent loans

12,994

 

Collateral value

 

Marketability discount

 

14.5 - 52.3

%  

43.7

%

Schedule of financial instruments

March 31, 2025

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

226,891

$

226,891

$

$

Interest-bearing time deposits

 

245

 

 

245

 

Stock in FHLB

 

9,157

 

 

9,157

 

Stock in Federal Reserve Bank of St. Louis

 

9,112

 

 

9,112

 

Loans receivable, net

 

3,968,569

 

 

 

3,879,402

Accrued interest receivable

 

25,783

 

 

25,783

 

Mortgage servicing assets

2,388

2,388

Derivative financial instruments

605

 

 

605

 

Financial liabilities

 

 

 

 

Deposits

 

4,261,382

 

2,654,297

 

 

1,608,034

Securities sold under agreements to repurchase

15,000

15,000

Advances from FHLB

 

104,072

 

 

104,097

 

Accrued interest payable

 

9,983

 

 

9,983

 

Subordinated debt

 

23,195

 

 

 

21,805

Derivative financial instruments

578

 

 

578

 

June 30, 2024

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

60,904

$

60,904

$

$

Interest-bearing time deposits

 

491

 

 

491

 

Stock in FHLB

 

8,713

 

 

8,713

 

Stock in Federal Reserve Bank of St. Louis

 

9,089

 

 

9,089

 

Loans receivable, net

 

3,797,287

 

 

 

3,639,657

Accrued interest receivable

 

23,826

 

 

23,826

 

Mortgage servicing assets

 

2,448

 

 

2,448

Derivative financial instruments

 

20

 

 

20

 

Financial liabilities

 

 

 

 

Deposits

 

3,943,059

 

2,607,653

 

 

1,338,215

Securities sold under agreements to repurchase

9,398

 

9,398

 

Advances from FHLB

 

102,050

 

 

100,468

 

Accrued interest payable

12,868

 

 

12,868

 

Subordinated debt

23,156

 

 

20,576

Derivative financial instruments

15

 

15

 

v3.25.1
Derivative Financial Instruments (Tables)
9 Months Ended
Mar. 31, 2025
Derivative Financial Instruments  
Notional amounts and estimated fair values of interest rate swaps

March 31, 2025

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

50,000

$

605

$

578

June 30, 2024

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

40,000

$

20

$

15

Carrying amount of the hedged assets, located in loans receivable, net

March 31, 2025

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

495,428

$

27

June 30, 2024

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

553,307

$

5

v3.25.1
Basis of Presentation - Correction of an Immaterial Error in Prior Period Financial Statements (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Jun. 30, 2024
Error Corrections and Prior Period Adjustments Restatement [Line Items]          
Error Correction, Previously Immaterial false   false    
Liabilities and Stockholders' Equity          
Deposits $ 4,261,382   $ 4,261,382   $ 3,943,059
Securities sold under agreements to repurchase 15,000   15,000   9,398
Interest Expense          
Deposits 28,795 $ 27,893 87,129 $ 73,705  
Securities sold under agreements to repurchase 189 128 575 327  
Financial liabilities          
Deposits 4,261,382   4,261,382   3,943,059
Securities sold under agreements to repurchase 15,000   15,000   9,398
Fair Value, Inputs, Level 2          
Financial liabilities          
Securities sold under agreements to repurchase $ 15,000   $ 15,000   9,398
Previously Reported          
Liabilities and Stockholders' Equity          
Deposits         3,952,457
Securities sold under agreements to repurchase         0
Interest Expense          
Deposits   28,021   74,032  
Securities sold under agreements to repurchase   0   0  
Financial liabilities          
Deposits         3,952,457
Securities sold under agreements to repurchase         0
Previously Reported | Fair Value, Inputs, Level 2          
Financial liabilities          
Securities sold under agreements to repurchase         0
Revision of Prior Period, Adjustment          
Liabilities and Stockholders' Equity          
Deposits         (9,398)
Securities sold under agreements to repurchase         9,398
Interest Expense          
Deposits   (128)   (327)  
Securities sold under agreements to repurchase   $ 128   $ 327  
Financial liabilities          
Deposits         (9,398)
Securities sold under agreements to repurchase         9,398
Revision of Prior Period, Adjustment | Fair Value, Inputs, Level 2          
Financial liabilities          
Securities sold under agreements to repurchase         $ 9,398
v3.25.1
Organization and Summary of Significant Accounting Policies - Organization (Details)
$ in Billions
9 Months Ended
Mar. 31, 2025
USD ($)
Organization and Summary of Significant Accounting Policies  
Assets of the REIT $ 1.3
Non-Employee directors' retirement, payments in equal annual installments, period 5 years
v3.25.1
Organization and Summary of Significant Accounting Policies - Cash and Cash Equivalents (Details) - USD ($)
$ in Millions
9 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Cash and Cash Equivalents [Line Items]    
Securities purchased under agreements to resell $ 25.3 $ 0.0
Term of interest bearing deposits 3 years  
Interest-bearing deposits in other depository institutions    
Cash and Cash Equivalents [Line Items]    
Cash $ 172.7 7.7
Deposits are held in various commercial banks    
Cash and Cash Equivalents [Line Items]    
Cash $ 1.8 $ 2.3
v3.25.1
Organization and Summary of Significant Accounting Policies - Loans (Details)
9 Months Ended
Mar. 31, 2025
item
Organization and Summary of Significant Accounting Policies  
Number of loan portfolio pools 24
v3.25.1
Organization and Summary of Significant Accounting Policies - Premises and Equipment (Details)
Mar. 31, 2025
Software  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 3 years
Minimum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 7 years
Minimum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 3 years
Maximum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 40 years
Maximum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 7 years
v3.25.1
Organization and Summary of Significant Accounting Policies - Goodwill and Intangible Assets (Details) - USD ($)
9 Months Ended 12 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Finite-Lived Intangible Assets [Line Items]    
Impairment loss on goodwill $ 0 $ 0
Core deposit intangible assets, amortization method using the straight line method  
Impairment of intangible assets $ 0 0
Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, gross 39,100,000 39,100,000
Intangibles assets, accumulated amortization 20,300,000 17,800,000
Remainder of fiscal 2025 857,000  
2026 3,100,000  
2027 2,700,000  
2028 2,700,000  
2029 2,700,000  
Thereafter 8,900,000  
Other identifiable intangibles    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, gross 6,600,000 6,400,000
Intangibles assets, accumulated amortization 4,400,000 4,200,000
Mortgage and SBA servicing rights    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, net $ 3,000,000 $ 3,000,000
Minimum | Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, amortization period 5 years  
Maximum | Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, amortization period 10 years  
v3.25.1
Organization and Summary of Significant Accounting Policies - Wealth Management Assets and Fees (Details) - USD ($)
$ in Millions
Mar. 31, 2025
Jun. 30, 2024
Organization and Summary of Significant Accounting Policies    
Fiduciary assets $ 106.2 $ 100.9
Investment management assets $ 520.1 $ 474.7
v3.25.1
Available for Sale Securities - Amortized cost, gross unrealized gains, gross unrealized losses, ACL, and approximate fair value of securities available for sale (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost $ 480,831 $ 450,243
Gross Unrealized Gains 2,547 2,680
Gross Unrealized Losses (20,448) (25,020)
Allowance for Credit Losses 0 0
Estimated Fair Value 462,930 427,903
Obligations of states and political subdivisions    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 27,313 29,960
Gross Unrealized Gains 4 4
Gross Unrealized Losses (1,918) (2,211)
Allowance for Credit Losses 0 0
Estimated Fair Value 25,399 27,753
Corporate obligations    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 33,119 32,998
Gross Unrealized Gains 93 60
Gross Unrealized Losses (877) (1,781)
Allowance for Credit Losses 0 0
Estimated Fair Value 32,335 31,277
Asset backed securities    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 38,240 57,403
Gross Unrealized Gains 745 1,525
Gross Unrealized Losses (180) (249)
Allowance for Credit Losses 0 0
Estimated Fair Value 38,805 58,679
Other securities    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 4,416 5,387
Gross Unrealized Gains 15 20
Gross Unrealized Losses (66) (74)
Allowance for Credit Losses 0 0
Estimated Fair Value 4,365 5,333
Debt securities    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 103,088 125,748
Gross Unrealized Gains 857 1,609
Gross Unrealized Losses (3,041) (4,315)
Allowance for Credit Losses 0 0
Estimated Fair Value 100,904 123,042
Residential MBS issued by governmental sponsored enterprises (GSEs)    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 134,178 110,918
Gross Unrealized Gains 1,110 692
Gross Unrealized Losses (5,834) (6,855)
Allowance for Credit Losses 0 0
Estimated Fair Value 129,454 104,755
Commercial MBS issued by GSEs    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 68,170 65,195
Gross Unrealized Gains 362 297
Gross Unrealized Losses (4,820) (5,746)
Allowance for Credit Losses 0 0
Estimated Fair Value 63,712 59,746
CMOs issued by GSEs    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 175,395 148,382
Gross Unrealized Gains 218 82
Gross Unrealized Losses (6,753) (8,104)
Allowance for Credit Losses 0 0
Estimated Fair Value 168,860 140,360
MBS and CMOs    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 377,743 324,495
Gross Unrealized Gains 1,690 1,071
Gross Unrealized Losses (17,407) (20,705)
Allowance for Credit Losses 0 0
Estimated Fair Value $ 362,026 $ 304,861
v3.25.1
Available for Sale Securities - Amortized Cost and Fair Value of Available-for-sale Securities, by Contractual Maturity (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Amortized Cost    
Within one year $ 81  
After one year but less than five years 28,318  
After five years but less than ten years 44,990  
After ten years 29,699  
Total investment securities 103,088  
Total AFS securities, Amortized Cost 480,831 $ 450,243
Estimated Fair Value    
Within one year 82  
After one year but less than five years 28,060  
After five years but less than ten years 43,057  
After ten years 29,705  
Total investment securities 100,904  
Total AFS securities 462,930 427,903
MBS and CMOs    
Amortized Cost    
Total AFS securities, Amortized Cost 377,743 324,495
Estimated Fair Value    
Total AFS securities $ 362,026 $ 304,861
v3.25.1
Available for Sale Securities - Investments Pledged as Collateral to Secure Public Deposits and Securities Sold Under Agreements to Repurchase (Details) - Pledged as collateral - Public deposits - USD ($)
$ in Millions
Mar. 31, 2025
Jun. 30, 2024
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral $ 291.3 $ 265.5
MBS    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 148.7 137.0
CMOs    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 107.3 103.5
Obligations of states and political subdivisions    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 31.7 20.8
Other securities    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral $ 3.6 $ 4.3
v3.25.1
Available for Sale Securities - Gross Unrealized Losses and Fair Value, Continuous Unrealized Loss Position (Details)
$ in Thousands
Mar. 31, 2025
USD ($)
security
Jun. 30, 2024
USD ($)
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 months, Fair Value $ 82,102 $ 64,944
Less than 12 months, Unrealized Losses 653 690
12 months or more, Fair Value 198,593 247,960
12 months or more, Unrealized Losses 19,795 24,330
Total Fair Value 280,695 312,904
Total Unrealized Losses 20,448 25,020
Obligations of states and political subdivisions    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 months, Fair Value 6,083 3,720
Less than 12 months, Unrealized Losses 84 38
12 months or more, Fair Value 15,689 21,762
12 months or more, Unrealized Losses 1,834 2,173
Total Fair Value 21,772 25,482
Total Unrealized Losses $ 1,918 2,211
Number of individual securities in an unrealized loss position for less than 12 months | security 10  
Number of individual securities in an unrealized loss position for more than 12 months | security 35  
Corporate obligations    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 months, Fair Value $ 2,918  
Less than 12 months, Unrealized Losses 6  
12 months or more, Fair Value 18,939 25,295
12 months or more, Unrealized Losses 871 1,781
Total Fair Value 21,857 25,295
Total Unrealized Losses $ 877 1,781
Number of individual securities in an unrealized loss position for less than 12 months | security 4  
Number of individual securities in an unrealized loss position for more than 12 months | security 14  
Asset backed securities    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 months, Fair Value $ 2,577  
Less than 12 months, Unrealized Losses 1  
12 months or more, Fair Value 803 7,234
12 months or more, Unrealized Losses 179 249
Total Fair Value 3,380 7,234
Total Unrealized Losses $ 180 249
Number of individual securities in an unrealized loss position for less than 12 months | security 1  
Number of individual securities in an unrealized loss position for more than 12 months | security 3  
Other securities    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 months, Fair Value $ 19 4,404
Less than 12 months, Unrealized Losses   31
12 months or more, Fair Value 3,847 287
12 months or more, Unrealized Losses 66 43
Total Fair Value 3,866 4,691
Total Unrealized Losses 66 74
MBS and CMOs    
Debt Securities, Available-for-Sale [Line Items]    
Less than 12 months, Fair Value 70,505 56,820
Less than 12 months, Unrealized Losses 562 621
12 months or more, Fair Value 159,315 193,382
12 months or more, Unrealized Losses 16,845 20,084
Total Fair Value 229,820 250,202
Total Unrealized Losses $ 17,407 $ 20,705
Number of individual securities in an unrealized loss position for less than 12 months | security 18  
Number of individual securities in an unrealized loss position for more than 12 months | security 106  
v3.25.1
Available for Sale Securities - Other Securities Policy: Pooled Trust Preferred Securities (Details) - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Available for Sale Securities        
Credit losses recognized on investments $ 0 $ 0 $ 0 $ 0
v3.25.1
Loans and Allowance for Credit Losses - Classes of loans (Details)
$ in Thousands
9 Months Ended 12 Months Ended
Mar. 31, 2025
USD ($)
loan
Jun. 30, 2024
USD ($)
loan
Dec. 31, 2024
USD ($)
Mar. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Jun. 30, 2023
USD ($)
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) $ 4,023,698 $ 3,850,035        
Deferred loan fees, net (189) (232)        
Allowance for credit losses (54,940) (52,516) $ (54,740) $ (51,336) $ (50,084) $ (47,820)
Net loans $ 3,968,569 $ 3,797,287        
Number of purchased participation loans | loan 71 71        
Purchased participation loans $ 202,300 $ 178,500        
Commercial and industrial            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 488,116 450,147        
Allowance for credit losses (7,572) (6,233) (8,063) (5,543) (5,850) (5,235)
Agriculture production            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 186,058 175,968        
Allowance for credit losses (1,191) (835) (1,060) (692) (570) (782)
Consumer            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 54,022 59,671        
Allowance for credit losses (1,096) (578) (603) (432) (454) (490)
All other loans            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 3,216 3,981        
Allowance for credit losses (17) (17) (24) (14) (17) (21)
Secured by real estate            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 3,292,286 3,160,268        
Secured by real estate | 1-4 residential real estate            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 978,908 925,397        
Allowance for credit losses (11,331) (10,528) (12,664) (9,452) (9,574) (9,474)
Secured by real estate | Commercial Real Estate | Non-owner occupied            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 897,125 899,770        
Allowance for credit losses (17,572) (19,055) (13,660) (18,756) (16,599) (13,863)
Secured by real estate | Commercial Real Estate | Owner occupied            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 440,282 427,476        
Allowance for credit losses (5,080) (4,815) (5,707) (4,451) (4,814) (5,168)
Secured by real estate | Multi-family real estate            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 405,445 384,564        
Allowance for credit losses (5,240) (5,447) (5,725) (6,625) (6,188) (6,806)
Secured by real estate | Construction and land development            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 323,499 290,541        
Allowance for credit losses (3,387) (2,901) (4,717) (3,214) (3,639) (3,414)
Secured by real estate | Agriculture real estate            
Accounts, Notes, Loans and Financing Receivable [Line Items]            
Total loans (before deferred loan fees, net) 247,027 232,520        
Allowance for credit losses $ (2,454) $ (2,107) $ (2,517) $ (2,157) $ (2,379) $ (2,567)
v3.25.1
Loans and Allowance for Credit Losses - Classes of loans information (Details) - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Jun. 30, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Total loans (before deferred loan fees, net) $ 4,023,698,000   $ 4,023,698,000   $ 3,850,035,000
Provision for credit losses 932,000 $ 900,000 4,023,000 $ 2,700,000  
Allowance for credit losses, loans 1,300,000 1,358,000 3,822,000 4,850,000  
Provision (recovery) for off balance sheet credit exposure (368,000) (458,000) $ 201,000 $ (2,150,000)  
Net charge offs on average loans outstanding (as percentage)     0.05% 5.00%  
Commercial and industrial          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     5 years    
Total loans (before deferred loan fees, net) 488,116,000   $ 488,116,000   450,147,000
Allowance for credit losses, loans (415,000) (245,000) 1,443,000 $ 549,000  
Provision (recovery) for off balance sheet credit exposure 194,000 21,000 444,000 19,000  
Agriculture production          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Total loans (before deferred loan fees, net) 186,058,000   186,058,000   175,968,000
Allowance for credit losses, loans 1,105,000 122,000 1,330,000 (90,000)  
Provision (recovery) for off balance sheet credit exposure 70,000 (5,000) 160,000 45,000  
Consumer          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Total loans (before deferred loan fees, net) 54,022,000   54,022,000   59,671,000
Allowance for credit losses, loans 533,000 21,000 748,000 162,000  
Provision (recovery) for off balance sheet credit exposure     $ (6,000) (2,000)  
Consumer | Automobile loans          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Maximum percentage of appraised value or purchase price that loans cannot exceed     100.00%    
Amortization period of loans     66 months    
Consumer | Maximum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     66 months    
Consumer | Maximum | Home Equity Loan          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     10 years    
All other loans          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Total loans (before deferred loan fees, net) 3,216,000   $ 3,216,000   3,981,000
Allowance for credit losses, loans (7,000) (3,000)   (7,000)  
Provision (recovery) for off balance sheet credit exposure 1,000   1,000 (10,000)  
Secured by real estate          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Total loans (before deferred loan fees, net) 3,292,286,000   $ 3,292,286,000   3,160,268,000
Secured by real estate | 1-4 residential real estate          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Maximum percentage of appraised value or purchase price that loans cannot exceed     90.00%    
Total loans (before deferred loan fees, net) 978,908,000   $ 978,908,000   925,397,000
Allowance for credit losses, loans (1,323,000) (121,000) 817,000 (13,000)  
Provision (recovery) for off balance sheet credit exposure (33,000) 7,000 $ 56,000 17,000  
Secured by real estate | 1-4 residential real estate | Home Equity Loan          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Percentage of appraised value or estimated value of property     90.00%    
Term of loan     10 years    
Secured by real estate | 1-4 residential real estate | Maximum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Fixed-rate and adjustable-rate mortgage (ARM) loans amortization period (in years)     30 years    
Secured by real estate | Commercial Real Estate | Non-owner occupied          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Maximum percentage of appraised value or purchase price that loans cannot exceed     80.00%    
Total loans (before deferred loan fees, net) 897,125,000   $ 897,125,000   899,770,000
Term of variable interest applicability on loans     7 years    
Allowance for credit losses, loans 3,912,000 2,157,000 $ (1,483,000) 5,389,000  
Provision (recovery) for off balance sheet credit exposure (17,000) 39,000 $ 15,000 36,000  
Secured by real estate | Commercial Real Estate | Non-owner occupied | Maximum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     25 years    
Term of fixed interest applicability on loans     10 years    
Secured by real estate | Commercial Real Estate | Owner occupied          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Total loans (before deferred loan fees, net) 440,282,000   $ 440,282,000   427,476,000
Allowance for credit losses, loans (627,000) (363,000) 387,000 (717,000)  
Provision (recovery) for off balance sheet credit exposure 5,000 (11,000) $ 38,000 (18,000)  
Secured by real estate | Multi-family real estate          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Maximum percentage of appraised value or purchase price that loans cannot exceed     85.00%    
Total loans (before deferred loan fees, net) 405,445,000   $ 405,445,000   384,564,000
Allowance for credit losses, loans (485,000) 437,000 (254,000) (84,000)  
Provision (recovery) for off balance sheet credit exposure (3,000) 25,000 $ 31,000 18,000  
Secured by real estate | Multi-family real estate | Maximum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     25 years    
Amortization term of ballon maturity     10 years    
Secured by real estate | Construction and land development          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     25 years    
Total loans (before deferred loan fees, net) 323,499,000   $ 323,499,000   290,541,000
Incremental period that the loan maturity can be extended to     3 months    
Allowance for credit losses, loans (1,330,000) (425,000) $ 487,000 71,000  
Provision (recovery) for off balance sheet credit exposure (561,000) (524,000) $ (508,000) (2,242,000)  
Secured by real estate | Construction and land development | Minimum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Maturities of single-family residential construction loans     6 months    
Maturities of multifamily or commercial construction loans     12 months    
Secured by real estate | Construction and land development | Maximum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     30 years    
Maturities of single-family residential construction loans     12 months    
Maturities of multifamily or commercial construction loans     36 months    
Secured by real estate | Agriculture real estate          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Amortization period of loans     1 year    
Total loans (before deferred loan fees, net) 247,027,000   $ 247,027,000   $ 232,520,000
Agricultural real estate terms if 75% loan-to-value ratio     30 years    
Allowance for credit losses, loans (63,000) (222,000) $ 347,000 (410,000)  
Provision (recovery) for off balance sheet credit exposure $ (24,000) $ (10,000) $ (30,000) $ (13,000)  
Secured by real estate | Agriculture real estate | Scenario one          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Loan to value percentage     80.00%    
Secured by real estate | Agriculture real estate | Scenario two          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Loan to value percentage     75.00%    
Secured by real estate | Agriculture real estate | Maximum          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Agricultural real estate terms if 80% loan-to-value ratio     25 years    
v3.25.1
Loans and Allowance for Credit Losses - PCD Loans Acquired (Details) - USD ($)
9 Months Ended 12 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Loans and Allowance for Credit Losses    
Fair value of PCD loans at acquisition $ 520,000 $ 560,000
v3.25.1
Loans and Allowance for Credit Losses - Balance and activity in the Allowance for credit losses (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Allowance for credit losses:        
Balance, beginning of period $ 54,740 $ 50,084 $ 52,516 $ 47,820
Provision (benefit) charged to expense 1,300 1,358 3,822 4,850
Losses charged off (1,119) (114) (1,558) (1,430)
Recoveries 19 8 160 96
Balance, end of period 54,940 51,336 54,940 51,336
Commercial and industrial        
Allowance for credit losses:        
Balance, beginning of period 8,063 5,850 6,233 5,235
Provision (benefit) charged to expense (415) (245) 1,443 549
Losses charged off (88) (65) (153) (249)
Recoveries 12 3 49 8
Balance, end of period 7,572 5,543 7,572 5,543
Agriculture production        
Allowance for credit losses:        
Balance, beginning of period 1,060 570 835 782
Provision (benefit) charged to expense 1,105 122 1,330 (90)
Losses charged off (976)   (976)  
Recoveries 2   2  
Balance, end of period 1,191 692 1,191 692
Consumer        
Allowance for credit losses:        
Balance, beginning of period 603 454 578 490
Provision (benefit) charged to expense 533 21 748 162
Losses charged off (45) (48) (246) (257)
Recoveries 5 5 16 37
Balance, end of period 1,096 432 1,096 432
All other loans        
Allowance for credit losses:        
Balance, beginning of period 24 17 17 21
Provision (benefit) charged to expense (7) (3)   (7)
Balance, end of period 17 14 17 14
Secured by real estate | 1-4 residential real estate        
Allowance for credit losses:        
Balance, beginning of period 12,664 9,574 10,528 9,474
Provision (benefit) charged to expense (1,323) (121) 817 (13)
Losses charged off (10) (1) (60) (42)
Recoveries     46 33
Balance, end of period 11,331 9,452 11,331 9,452
Secured by real estate | Commercial Real Estate | Non-owner occupied        
Allowance for credit losses:        
Balance, beginning of period 13,660 16,599 19,055 13,863
Provision (benefit) charged to expense 3,912 2,157 (1,483) 5,389
Losses charged off       (496)
Balance, end of period 17,572 18,756 17,572 18,756
Secured by real estate | Commercial Real Estate | Owner occupied        
Allowance for credit losses:        
Balance, beginning of period 5,707 4,814 4,815 5,168
Provision (benefit) charged to expense (627) (363) 387 (717)
Losses charged off     (122)  
Balance, end of period 5,080 4,451 5,080 4,451
Secured by real estate | Multi-family real estate        
Allowance for credit losses:        
Balance, beginning of period 5,725 6,188 5,447 6,806
Provision (benefit) charged to expense (485) 437 (254) (84)
Losses charged off       (97)
Recoveries     47  
Balance, end of period 5,240 6,625 5,240 6,625
Secured by real estate | Construction and land development        
Allowance for credit losses:        
Balance, beginning of period 4,717 3,639 2,901 3,414
Provision (benefit) charged to expense (1,330) (425) 487 71
Losses charged off     (1) (289)
Recoveries       18
Balance, end of period 3,387 3,214 3,387 3,214
Secured by real estate | Agriculture real estate        
Allowance for credit losses:        
Balance, beginning of period 2,517 2,379 2,107 2,567
Provision (benefit) charged to expense (63) (222) 347 (410)
Balance, end of period $ 2,454 $ 2,157 $ 2,454 $ 2,157
v3.25.1
Loans and Allowance for Credit Losses - Allowance for off-balance credit exposure (Details) - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period $ 3,832,000 $ 4,596,000 $ 3,263,000 $ 6,288,000
Provision (benefit) charged to expense (368,000) (458,000) 201,000 (2,150,000)
Balance, end of period 3,464,000 4,138,000 3,464,000 4,138,000
Commercial and industrial        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 1,032,000 728,000 782,000 730,000
Provision (benefit) charged to expense 194,000 21,000 444,000 19,000
Balance, end of period 1,226,000 749,000 1,226,000 749,000
Agriculture production        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 127,000 157,000 37,000 107,000
Provision (benefit) charged to expense 70,000 (5,000) 160,000 45,000
Balance, end of period 197,000 152,000 197,000 152,000
Consumer        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 6,000 14,000 12,000 16,000
Provision (benefit) charged to expense     (6,000) (2,000)
Balance, end of period 6,000 14,000 6,000 14,000
All other loans        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period       10,000
Provision (benefit) charged to expense 1,000   1,000 (10,000)
Balance, end of period 1,000   1,000  
Secured by real estate | 1-4 residential real estate        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 229,000 136,000 140,000 126,000
Provision (benefit) charged to expense (33,000) 7,000 56,000 17,000
Balance, end of period 196,000 143,000 196,000 143,000
Secured by real estate | Commercial Real Estate | Non-owner occupied        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 185,000 151,000 153,000 154,000
Provision (benefit) charged to expense (17,000) 39,000 15,000 36,000
Balance, end of period 168,000 190,000 168,000 190,000
Secured by real estate | Commercial Real Estate | Owner occupied        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 169,000 175,000 136,000 182,000
Provision (benefit) charged to expense 5,000 (11,000) 38,000 (18,000)
Balance, end of period 174,000 164,000 174,000 164,000
Secured by real estate | Multi-family real estate        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 65,000 9,000 31,000 16,000
Provision (benefit) charged to expense (3,000) 25,000 31,000 18,000
Balance, end of period 62,000 34,000 62,000 34,000
Secured by real estate | Construction and land development        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 1,965,000 3,179,000 1,912,000 4,897,000
Provision (benefit) charged to expense (561,000) (524,000) (508,000) (2,242,000)
Balance, end of period 1,404,000 2,655,000 1,404,000 2,655,000
Secured by real estate | Agriculture real estate        
Allowance for off-balance sheet credit exposure:        
Balance, beginning of period 54,000 47,000 60,000 50,000
Provision (benefit) charged to expense (24,000) (10,000) (30,000) (13,000)
Balance, end of period $ 30,000 $ 37,000 $ 30,000 $ 37,000
v3.25.1
Loans and Allowance for Credit Losses - Gross Charge-offs by Loan Class and Year of Origination (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Financing Receivable, Credit Quality Indicator [Line Items]        
2025     $ 3 $ 7
2024     1,111 778
2023     295 355
2022     38 247
2021     23  
Prior     88 43
Financing Receivable, Allowance for Credit Loss, Writeoff, Total $ 1,119 $ 114 1,558 1,430
Commercial and industrial        
Financing Receivable, Credit Quality Indicator [Line Items]        
2024     22 59
2023     103 180
2022       10
2021     17  
Prior     11  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 88 65 153 249
Agriculture production        
Financing Receivable, Credit Quality Indicator [Line Items]        
2024     976  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 976   976  
Consumer        
Financing Receivable, Credit Quality Indicator [Line Items]        
2025     3 7
2024     113 123
2023     70 91
2022     38 29
2021     5  
Prior     17 7
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 45 48 246 257
Secured by real estate | 1-4 residential real estate        
Financing Receivable, Credit Quality Indicator [Line Items]        
2023       6
Prior     60 36
Financing Receivable, Allowance for Credit Loss, Writeoff, Total $ 10 $ 1 60 42
Secured by real estate | Commercial Real Estate | Non-owner occupied        
Financing Receivable, Credit Quality Indicator [Line Items]        
2024       496
Financing Receivable, Allowance for Credit Loss, Writeoff, Total       496
Secured by real estate | Commercial Real Estate | Owner occupied        
Financing Receivable, Credit Quality Indicator [Line Items]        
2023     122  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total     122  
Secured by real estate | Multi-family real estate        
Financing Receivable, Credit Quality Indicator [Line Items]        
2022       97
Financing Receivable, Allowance for Credit Loss, Writeoff, Total       97
Secured by real estate | Construction and land development        
Financing Receivable, Credit Quality Indicator [Line Items]        
2024       100
2023       78
2022       111
2021     1  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total     $ 1 $ 289
v3.25.1
Loans and Allowance for Credit Losses - Credit risk profile based on rating category and year of origination (Details) - USD ($)
$ in Thousands
9 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Financing Receivable, Credit Quality Indicator [Line Items]    
Amount of loan relationships subject to annual credit analysis $ 4,000  
Loan relationships that are subject to independent annual review 1,000  
2025 / 2024 761,758 $ 737,190
2024 / 2023 473,580 953,922
2023 / 2022 865,823 833,645
2022 / 2021 743,343 518,406
2021 / 2020 417,956 171,485
Prior 306,454 200,743
Revolving loans 454,784 434,644
Total 4,023,698 3,850,035
Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 742,085 720,679
2024 / 2023 459,354 926,158
2023 / 2022 844,495 802,592
2022 / 2021 707,366 515,857
2021 / 2020 416,883 166,539
Prior 304,079 196,262
Revolving loans 448,457 432,843
Total 3,922,719 3,760,930
Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 11,703 8,921
2024 / 2023 10,781 26,306
2023 / 2022 20,440 2,049
2022 / 2021 2,136 2,063
2021 / 2020 620 4,800
Prior 669 2,963
Revolving loans 5,828 1,141
Total 52,177 48,243
Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 7,970 7,590
2024 / 2023 3,445 1,458
2023 / 2022 888 29,004
2022 / 2021 33,841 486
2021 / 2020 453 146
Prior 1,706 1,518
Revolving loans 499 660
Total 48,802 40,862
Construction and land development    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 145,532  
2024 / 2023 53,742  
2023 / 2022 109,554  
2022 / 2021 8,083  
2021 / 2020 2,136  
Prior 2,364  
Revolving loans 2,088  
Total 323,499  
Construction and land development | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 138,904  
2024 / 2023 53,742  
2023 / 2022 109,496  
2022 / 2021 8,083  
2021 / 2020 2,136  
Prior 2,298  
Revolving loans 2,088  
Total 316,747  
Construction and land development | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 5,743  
Prior 66  
Total 5,809  
Construction and land development | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 885  
2023 / 2022 58  
Total 943  
Agriculture real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 42,629  
2024 / 2023 31,954  
2023 / 2022 41,013  
2022 / 2021 49,799  
2021 / 2020 44,471  
Prior 14,805  
Revolving loans 22,356  
Total 247,027  
Agriculture real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 42,298  
2024 / 2023 29,394  
2023 / 2022 40,273  
2022 / 2021 48,733  
2021 / 2020 44,196  
Prior 14,546  
Revolving loans 22,356  
Total 241,796  
Agriculture real estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 296  
2024 / 2023 248  
2023 / 2022 459  
2022 / 2021 1,066  
Prior 259  
Total 2,328  
Agriculture real estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 35  
2024 / 2023 2,312  
2023 / 2022 281  
2021 / 2020 275  
Total 2,903  
Commercial and industrial    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 164,238 117,476
2024 / 2023 50,208 60,929
2023 / 2022 41,918 44,107
2022 / 2021 35,887 43,879
2021 / 2020 18,890 3,261
Prior 7,609 5,860
Revolving loans 169,366 174,635
Total 488,116 450,147
Commercial and industrial | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 159,560 116,173
2024 / 2023 45,123 60,404
2023 / 2022 39,193 43,205
2022 / 2021 34,533 43,879
2021 / 2020 18,562 3,145
Prior 7,288 4,863
Revolving loans 163,523 174,181
Total 467,782 445,850
Commercial and industrial | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 4,087 1,031
2024 / 2023 5,080 250
2023 / 2022 2,542 43
2022 / 2021 414  
2021 / 2020 278  
Prior 14 228
Revolving loans 5,621 404
Total 18,036 1,956
Commercial and industrial | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 591 272
2024 / 2023 5 275
2023 / 2022 183 859
2022 / 2021 940  
2021 / 2020 50 116
Prior 307 769
Revolving loans 222 50
Total 2,298 2,341
Agriculture production    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 29,580 41,155
2024 / 2023 22,422 11,348
2023 / 2022 6,914 4,328
2022 / 2021 3,135 6,176
2021 / 2020 4,907 1,965
Prior 1,830 383
Revolving loans 117,270 110,613
Total 186,058 175,968
Agriculture production | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 28,680 40,980
2024 / 2023 21,510 11,288
2023 / 2022 6,832 4,115
2022 / 2021 3,109 6,159
2021 / 2020 4,890 1,965
Prior 1,818 229
Revolving loans 117,063 110,396
Total 183,902 175,132
Agriculture production | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 859 170
2024 / 2023 831 37
2023 / 2022   204
2022 / 2021 19  
Prior   127
Revolving loans 207 217
Total 1,916 755
Agriculture production | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 41 5
2024 / 2023 81 23
2023 / 2022 82 9
2022 / 2021 7 17
2021 / 2020 17  
Prior 12 27
Total 240 81
Consumer    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 22,740 30,317
2024 / 2023 14,064 17,321
2023 / 2022 10,288 6,558
2022 / 2021 3,889 2,271
2021 / 2020 1,156 467
Prior 200 54
Revolving loans 1,685 2,683
Total 54,022 59,671
Consumer | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 22,717 30,317
2024 / 2023 14,061 17,318
2023 / 2022 10,284 6,547
2022 / 2021 3,872 2,268
2021 / 2020 1,153 467
Prior 200 54
Revolving loans 1,685 2,683
Total 53,972 59,654
Consumer | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 23  
2024 / 2023 3 3
2023 / 2022 4 11
2022 / 2021 17 3
2021 / 2020 3  
Total 50 17
All other loans    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 368 1,139
2024 / 2023 903 644
2023 / 2022 264 122
2022 / 2021 82 217
2021 / 2020 159 43
Prior 1,440 1,816
Total 3,216 3,981
All other loans | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 368 1,139
2024 / 2023 903 644
2023 / 2022 264 122
2022 / 2021 82 217
2021 / 2020 159 43
Prior 1,440 1,816
Total 3,216 3,981
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 157,041 169,297
2024 / 2023 124,737 158,616
2023 / 2022 139,683 195,332
2022 / 2021 175,776 143,300
2021 / 2020 130,299 66,420
Prior 139,936 93,045
Revolving loans 111,436 99,387
Total 978,908 925,397
Secured by real estate | 1-4 residential real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 156,011 167,734
2024 / 2023 123,132 157,530
2023 / 2022 138,972 195,002
2022 / 2021 174,568 142,721
2021 / 2020 130,069 66,292
Prior 138,729 92,728
Revolving loans 111,323 99,365
Total 972,804 921,372
Secured by real estate | 1-4 residential real estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 84 877
2024 / 2023 613 289
2023 / 2022 473 87
2022 / 2021 347 396
2021 / 2020 197 98
Prior 256 23
Total 1,970 1,770
Secured by real estate | 1-4 residential real estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 946 686
2024 / 2023 992 797
2023 / 2022 238 243
2022 / 2021 861 183
2021 / 2020 33 30
Prior 951 294
Revolving loans 113 22
Total 4,134 2,255
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 84,599 125,572
2024 / 2023 96,643 249,077
2023 / 2022 242,561 320,030
2022 / 2021 309,964 103,893
2021 / 2020 81,774 38,134
Prior 72,997 56,594
Revolving loans 8,587 6,470
Total 897,125 899,770
Secured by real estate | Commercial Real Estate | Non-owner occupied | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 80,150 120,914
2024 / 2023 94,810 232,802
2023 / 2022 227,220 294,138
2022 / 2021 279,507 102,380
2021 / 2020 81,774 33,691
Prior 72,997 55,190
Revolving loans 8,587 6,470
Total 845,045 845,585
Secured by real estate | Commercial Real Estate | Non-owner occupied | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   4,658
2024 / 2023 1,833 16,232
2023 / 2022 15,299 209
2022 / 2021 203 1,513
2021 / 2020   4,443
Prior   1,404
Total 17,335 28,459
Secured by real estate | Commercial Real Estate | Non-owner occupied | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 4,449  
2024 / 2023   43
2023 / 2022 42 25,683
2022 / 2021 30,254  
Total 34,745 25,726
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 54,477 67,736
2024 / 2023 59,587 105,268
2023 / 2022 93,235 92,738
2022 / 2021 84,182 87,129
2021 / 2020 77,139 25,664
Prior 50,989 27,733
Revolving loans 20,673 21,208
Total 440,282 427,476
Secured by real estate | Commercial Real Estate | Owner occupied | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 52,843 63,251
2024 / 2023 57,359 98,776
2023 / 2022 91,568 89,361
2022 / 2021 82,333 86,975
2021 / 2020 76,919 25,664
Prior 50,479 26,124
Revolving loans 20,509 20,147
Total 432,010 410,298
Secured by real estate | Commercial Real Estate | Owner occupied | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 634 1,252
2024 / 2023 2,176 6,492
2023 / 2022 1,667 1,178
2022 / 2021 87 154
2021 / 2020 145  
Prior 74 1,181
Revolving loans   520
Total 4,783 10,777
Secured by real estate | Commercial Real Estate | Owner occupied | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 1,000 3,233
2024 / 2023 52  
2023 / 2022   2,199
2022 / 2021 1,762  
2021 / 2020 75  
Prior 436 428
Revolving loans 164 541
Total 3,489 6,401
Secured by real estate | Multi-family real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 60,554 36,518
2024 / 2023 19,320 157,471
2023 / 2022 180,393 86,171
2022 / 2021 72,546 77,545
2021 / 2020 57,025 21,438
Prior 14,284 5,341
Revolving loans 1,323 80
Total 405,445 384,564
Secured by real estate | Multi-family real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 60,554 36,518
2024 / 2023 19,320 157,471
2023 / 2022 180,393 86,171
2022 / 2021 72,546 77,545
2021 / 2020 57,025 21,438
Prior 14,284 5,341
Revolving loans 1,323 80
Total 405,445 384,564
Secured by real estate | Construction and land development    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   105,943
2024 / 2023   146,480
2023 / 2022   27,655
2022 / 2021   4,379
2021 / 2020   3,887
Prior   679
Revolving loans   1,518
Total 323,499 290,541
Secured by real estate | Construction and land development | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   104,162
2024 / 2023   143,538
2023 / 2022   27,524
2022 / 2021   4,379
2021 / 2020   3,887
Prior   679
Revolving loans   1,518
Total   285,687
Secured by real estate | Construction and land development | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   652
2024 / 2023   2,906
2023 / 2022   131
Total   3,689
Secured by real estate | Construction and land development | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   1,129
2024 / 2023   36
Total   1,165
Secured by real estate | Agriculture real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   42,037
2024 / 2023   46,768
2023 / 2022   56,604
2022 / 2021   49,617
2021 / 2020   10,206
Prior   9,238
Revolving loans   18,050
Total $ 247,027 232,520
Secured by real estate | Agriculture real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   39,491
2024 / 2023   46,387
2023 / 2022   56,407
2022 / 2021   49,334
2021 / 2020   9,947
Prior   9,238
Revolving loans   18,003
Total   228,807
Secured by real estate | Agriculture real estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   281
2024 / 2023   100
2023 / 2022   197
2021 / 2020   259
Total   837
Secured by real estate | Agriculture real estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   2,265
2024 / 2023   281
2022 / 2021   283
Revolving loans   47
Total   $ 2,876
v3.25.1
Loans and Allowance for Credit Losses - Credit risk profile based on rating and payment activity (Details) - USD ($)
9 Months Ended 12 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Loans and Allowance for Credit Losses    
PCD loans receivable, net of ACL $ 520,000 $ 560,000
v3.25.1
Loans and Allowance for Credit Losses - Loan portfolio aging analysis (Details)
9 Months Ended 12 Months Ended
Mar. 31, 2025
USD ($)
loan
Jun. 30, 2024
USD ($)
loan
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable $ 4,023,698,000 $ 3,850,035,000
Number of PCD loans greater than 90 days past due | loan 2 1
Purchased credit-impaired loans $ 520,000 $ 560,000
Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 24,444,000 9,201,000
30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 6,611,000 3,128,000
60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 8,480,000 2,621,000
Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 9,353,000 3,452,000
Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,999,254,000 3,840,834,000
Construction and land development    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 323,499,000  
Agriculture real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 247,027,000  
Commercial and industrial    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 488,116,000 450,147,000
Commercial and industrial | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,292,000 2,059,000
Commercial and industrial | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 986,000 641,000
Commercial and industrial | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,864,000 83,000
Commercial and industrial | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,442,000 1,335,000
Commercial and industrial | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 482,824,000 448,088,000
Agriculture production    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 186,058,000 175,968,000
Agriculture production | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 295,000 394,000
Agriculture production | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 20,000 50,000
Agriculture production | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 87,000  
Agriculture production | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 188,000 344,000
Agriculture production | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 185,763,000 175,574,000
Consumer    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 54,022,000 59,671,000
Consumer | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 621,000 399,000
Consumer | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 490,000 311,000
Consumer | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 94,000 74,000
Consumer | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 37,000 14,000
Consumer | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 53,401,000 59,272,000
All other loans    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,216,000 3,981,000
All other loans | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,216,000 3,981,000
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 978,908,000 925,397,000
Secured by real estate | 1-4 residential real estate | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 6,999,000 3,641,000
Secured by real estate | 1-4 residential real estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,340,000 890,000
Secured by real estate | 1-4 residential real estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 810,000 2,087,000
Secured by real estate | 1-4 residential real estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,849,000 664,000
Secured by real estate | 1-4 residential real estate | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 971,909,000 921,756,000
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 897,125,000 899,770,000
Secured by real estate | Commercial Real Estate | Non-owner occupied | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,135,000 107,000
Secured by real estate | Commercial Real Estate | Non-owner occupied | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable   107,000
Secured by real estate | Commercial Real Estate | Non-owner occupied | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,071,000  
Secured by real estate | Commercial Real Estate | Non-owner occupied | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 64,000  
Secured by real estate | Commercial Real Estate | Non-owner occupied | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 891,990,000 899,663,000
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 440,282,000 427,476,000
Secured by real estate | Commercial Real Estate | Owner occupied | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,615,000 1,365,000
Secured by real estate | Commercial Real Estate | Owner occupied | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,043,000 305,000
Secured by real estate | Commercial Real Estate | Owner occupied | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 392,000  
Secured by real estate | Commercial Real Estate | Owner occupied | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,180,000 1,060,000
Secured by real estate | Commercial Real Estate | Owner occupied | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 437,667,000 426,111,000
Secured by real estate | Multi-family real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 405,445,000 384,564,000
Secured by real estate | Multi-family real estate | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 405,445,000 384,564,000
Secured by real estate | Construction and land development    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 323,499,000 290,541,000
Secured by real estate | Construction and land development | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 355,000 628,000
Secured by real estate | Construction and land development | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 355,000 251,000
Secured by real estate | Construction and land development | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable   377,000
Secured by real estate | Construction and land development | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 323,144,000 289,913,000
Secured by real estate | Agriculture real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 247,027,000 232,520,000
Secured by real estate | Agriculture real estate | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,132,000 608,000
Secured by real estate | Agriculture real estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 377,000 573,000
Secured by real estate | Agriculture real estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 162,000  
Secured by real estate | Agriculture real estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,593,000 35,000
Secured by real estate | Agriculture real estate | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable $ 243,895,000 $ 231,912,000
v3.25.1
Loans and Allowance for Credit Losses - Nonaccrual status (Details) - USD ($)
$ in Thousands
9 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Financing Receivable, Nonaccrual [Line Items]    
Total Loans Receivable $ 4,023,698 $ 3,850,035
Nonaccrual loans 21,970 6,680
Past Due    
Financing Receivable, Nonaccrual [Line Items]    
Total Loans Receivable $ 24,444 $ 9,201
Percentage of total loans that are past due 61.00% 24.00%
Past Due | Insolvent    
Financing Receivable, Nonaccrual [Line Items]    
Financing Receivable, Modified, Increase (Decrease) from Modification $ 15,200  
Commercial Real Estate    
Financing Receivable, Nonaccrual [Line Items]    
Net Investment in Lease, Nonaccrual $ 10,000  
v3.25.1
Loans and Allowance for Credit Losses - Collateral dependent loans and related ACL (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Dec. 31, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Jun. 30, 2023
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable $ 4,023,698   $ 3,850,035      
Related allowance for credit losses 54,940 $ 54,740 52,516 $ 51,336 $ 50,084 $ 47,820
Construction and land development            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 323,499          
Agriculture real estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 247,027          
Commercial and industrial            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 488,116   450,147      
Related allowance for credit losses 7,572 8,063 6,233 5,543 5,850 5,235
Agriculture production            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 186,058   175,968      
Related allowance for credit losses 1,191 1,060 835 692 570 782
Consumer            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 54,022   59,671      
Related allowance for credit losses 1,096 603 578 432 454 490
All other loans            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 3,216   3,981      
Related allowance for credit losses 17 24 17 14 17 21
Secured by real estate | 1-4 residential real estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 978,908   925,397      
Related allowance for credit losses 11,331 12,664 10,528 9,452 9,574 9,474
Secured by real estate | Commercial Real Estate | Non-owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 897,125   899,770      
Related allowance for credit losses 17,572 13,660 19,055 18,756 16,599 13,863
Secured by real estate | Commercial Real Estate | Owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 440,282   427,476      
Related allowance for credit losses 5,080 5,707 4,815 4,451 4,814 5,168
Secured by real estate | Multi-family real estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 405,445   384,564      
Related allowance for credit losses 5,240 5,725 5,447 6,625 6,188 6,806
Secured by real estate | Construction and land development            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 323,499   290,541      
Related allowance for credit losses 3,387 4,717 2,901 3,214 3,639 3,414
Secured by real estate | Agriculture real estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 247,027   232,520      
Related allowance for credit losses 2,454 $ 2,517 2,107 $ 2,157 $ 2,379 $ 2,567
Commercial Real Estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 33,655   23,457      
Commercial Real Estate | Commercial Real Estate | Non-owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 32,619   23,457      
Commercial Real Estate | Commercial Real Estate | Owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 542          
Commercial Real Estate | Commercial and industrial            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 494          
Residential Real Estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 1,531   797      
Residential Real Estate | 1-4 residential real estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 777   797      
Residential Real Estate | Commercial Real Estate | Owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 754          
Construction and Land Development            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 861          
Construction and Land Development | Construction and land development            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 861          
Other            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 1,674   2,705      
Other | Commercial and industrial            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 1,674   2,705      
Collateral Pledged            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 37,721   26,959      
Related allowance for credit losses 10,306   10,926      
Collateral Pledged | 1-4 residential real estate            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 777   797      
Related allowance for credit losses 96   116      
Collateral Pledged | Commercial Real Estate | Non-owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 32,619   23,457      
Related allowance for credit losses 8,805   10,175      
Collateral Pledged | Commercial Real Estate | Owner occupied            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 1,296          
Related allowance for credit losses 267          
Collateral Pledged | Construction and land development            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 861          
Related allowance for credit losses 161          
Collateral Pledged | Commercial and industrial            
Financing Receivable, Past Due [Line Items]            
Total Loans Receivable 2,168   2,705      
Related allowance for credit losses $ 977   $ 635      
v3.25.1
Loans and Allowance for Credit Losses - Nonaccrual Loans (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans $ 21,970 $ 6,680
Nonaccrual loans individually evaluated for which no ACL was recorded 0  
Commercial and industrial    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 3,596 1,703
Agriculture production    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 262 461
Consumer    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 40 19
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 3,258 1,391
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 9,584  
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 2,245 1,102
Secured by real estate | Construction and land development    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 148 108
Secured by real estate | Agriculture real estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans $ 2,837 $ 1,896
v3.25.1
Loans and Allowance for Credit Losses - Performing Loans Classified as Modifications to Borrowers Experiencing Financial Difficulty (Details)
3 Months Ended 9 Months Ended
Mar. 31, 2025
USD ($)
loan
Mar. 31, 2024
loan
Mar. 31, 2025
USD ($)
loan
Mar. 31, 2024
USD ($)
loan
Financing Receivable, Modified [Line Items]        
Number of modifications | loan 4   4  
Total Class of Financing Receivable     0.55%  
Commercial Real Estate        
Financing Receivable, Modified [Line Items]        
Number of modifications | loan   2   2
Modifications made to loans for borrowers experiencing financial difficulty       $ 859,000
Secured by real estate | Commercial Real Estate | Non-owner occupied        
Financing Receivable, Modified [Line Items]        
Total Class of Financing Receivable     2.48%  
Payment Delays        
Financing Receivable, Modified [Line Items]        
Number of modifications | loan     4  
Modifications made to loans for borrowers experiencing financial difficulty $ 22,300,000   $ 22,270,000 859,000
Payment Delays | Commercial and industrial        
Financing Receivable, Modified [Line Items]        
Modifications made to loans for borrowers experiencing financial difficulty       859,000
Payment Delays | Secured by real estate | Commercial Real Estate | Non-owner occupied        
Financing Receivable, Modified [Line Items]        
Modifications made to loans for borrowers experiencing financial difficulty     $ 22,270,000  
Interest Rate Reduction        
Financing Receivable, Modified [Line Items]        
Modifications made to loans for borrowers experiencing financial difficulty       0.002
Interest Rate Reduction | Commercial and industrial        
Financing Receivable, Modified [Line Items]        
Modifications made to loans for borrowers experiencing financial difficulty       $ 0.19
v3.25.1
Loans and Allowance for Credit Losses - Real Estate Foreclosures (Details) - USD ($)
Mar. 31, 2025
Jun. 30, 2024
Financing Receivable, Modified [Line Items]    
Repossessed assets $ 0 $ 74,000
1- to 4-family residential real estate | Home Equity Loan    
Financing Receivable, Modified [Line Items]    
Foreclosure proceedings in process $ 1,600,000 $ 193,000
v3.25.1
Premises and Equipment - Summary of premises and equipment (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Premises and Equipment    
Land $ 15,389 $ 15,376
Buildings and improvements 85,959 84,474
Construction in progress 2,105 829
Furniture, fixtures, equipment and software 29,119 27,850
Automobiles 118 112
Operating leases right of use asset 6,855 6,669
Property, Plant and Equipment, Gross 139,545 135,310
Less accumulated depreciation 43,558 39,358
Premises and equipment, net $ 95,987 $ 95,952
v3.25.1
Premises and Equipment - Additional Information (Details)
3 Months Ended 9 Months Ended
Mar. 31, 2025
USD ($)
property
Mar. 31, 2024
USD ($)
Mar. 31, 2025
USD ($)
property
Mar. 31, 2024
USD ($)
Feb. 28, 2022
Number of leased properties | property 10   10    
Income recognized from lessor agreements | $ $ 116,000 $ 79,000 $ 340,000 $ 212,000  
Minimum          
Term of contract 18 months   18 months    
Maximum          
Term of contract 20 years   20 years    
Property in ST. Louis Company          
Term of contract         20 years
v3.25.1
Premises and Equipment - ROU Assets and Lease liabilities (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Jun. 30, 2024
Operating leases right of use asset $ 6,855   $ 6,855   $ 6,669
ROU assets obtained in exchange for operating lease obligations:       $ 734  
Consolidated Balance Sheet [Member]          
Operating leases right of use asset 6,855   6,855   $ 6,669
Consolidated Statement Of Income [Member]          
Operating lease costs classified as occupancy and equipment expense (includes short-term lease costs) $ 291 $ 294 $ 886 880  
Cash Paid For Amounts Included In The Measurement Of Lease Liabilities [Member] | Supplemental Disclosures Of Cash Flow Information [Member]          
ROU assets obtained in exchange for operating lease obligations:       $ 2,445  
v3.25.1
Premises and Equipment - Calculated amount of right of use assets and lease liabilities (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Jun. 30, 2024
Operating leases right of use asset $ 6,855   $ 6,855   $ 6,669
Operating leases liability 6,855   6,855    
Consolidated Balance Sheet          
Operating leases right of use asset $ 6,855   $ 6,855   $ 6,669
Operating Lease, Right-of-Use Asset, Statement of Financial Position [Extensible Enumeration] Property, Plant and Equipment, Net   Property, Plant and Equipment, Net   Property, Plant and Equipment, Net
Operating leases liability $ 6,855   $ 6,855   $ 6,669
Operating Lease, Liability, Statement of Financial Position [Extensible Enumeration] Accounts Payable and Other Accrued Liabilities   Accounts Payable and Other Accrued Liabilities   Accounts Payable and Other Accrued Liabilities
Consolidated Statement Of Income          
Operating lease costs classified as occupancy and equipment expense (includes short-term lease costs) $ 291 $ 294 $ 886 $ 880  
Supplemental Disclosures Of Cash Flow Information | Cash paid for amounts included in the measurement of lease liabilities          
Operating cash flows from operating leases $ 174 $ 208 $ 586 $ 623  
v3.25.1
Premises and Equipment - Future expected lease payments for leases (Details)
$ in Thousands
Mar. 31, 2025
USD ($)
Premises and Equipment  
2025 $ 269
2026 720
2027 714
2028 729
2029 748
Thereafter 8,298
Future lease payments expected 11,478
Less: present value discount (4,623)
Total lease liability $ 6,855
v3.25.1
Deposits (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Deposits    
Non-interest bearing accounts $ 513,418 $ 514,107
NOW accounts 1,167,296 1,239,663
Money market deposit accounts 347,823 336,799
Savings accounts 626,175 517,084
Certificates 1,606,670 1,335,406
Total Deposit Accounts $ 4,261,382 $ 3,943,059
v3.25.1
Deposits - Additional Information (Details) - USD ($)
$ in Millions
Mar. 31, 2025
Jun. 30, 2024
Deposits    
Brokered certificates $ 233.6 $ 171.8
v3.25.1
Repurchase Agreements (Details) - USD ($)
$ in Thousands
9 Months Ended 12 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Repurchase Agreements    
Increase in securities sold under agreements to repurchase $ 5,600  
Period-end balance 15,000 $ 9,398
Average balance during the period 14,107 9,398
Maximum month-end balance during the period $ 15,000 $ 9,398
Average interest during the period 5.43% 5.39%
Period-end interest rate 5.11% 5.39%
v3.25.1
Repurchase Agreements - Additional Information (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Repurchase Agreements    
Mortgage-backed securities (MBS) $ 15,538 $ 9,981
v3.25.1
Earnings Per Share - Schedule of computation of basic and diluted earnings per share (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Earnings Per Share        
Net income $ 15,683 $ 11,307 $ 42,792 $ 36,652
Less: distributed earnings allocated to participating securities (12) (12) (35) (37)
Less: undistributed earnings allocated to participating securities (59) (46) (158) (151)
Net income available to common shareholders $ 15,612 $ 11,249 $ 42,599 $ 36,464
Weighted-average shares outstanding 11,237,641 11,301,577 11,229,733 11,298,174
Effect of dilutive securities stock options or awards 24,642 10,971 24,282 9,260
Denominator for diluted earnings per share 11,262,283 11,312,548 11,254,015 11,307,434
Basic earnings per share available to common stockholders $ 1.39 $ 1 $ 3.79 $ 3.23
Diluted earnings per share available to common stockholders $ 1.39 $ 0.99 $ 3.79 $ 3.22
v3.25.1
Earnings Per Share - Additional information (Details) - shares
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Employee Stock Option        
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]        
Antidilutive securities excluded from the computation of diluted earnings per share 56,000 75,000 56,000 75,000
Restricted Stock        
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]        
Antidilutive securities excluded from the computation of diluted earnings per share 63,500 79,830 63,500 79,830
v3.25.1
Income Taxes - Income tax provision (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Income Taxes        
Current $ 4,139 $ 2,417 $ 12,065 $ 9,077
Deferred   420   420
Total Income Taxes $ 4,139 $ 2,837 $ 12,065 $ 9,497
v3.25.1
Income Taxes - Schedule of net deferred tax assets (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Deferred tax assets:    
Provision for losses on loans $ 12,821 $ 12,159
Accrued compensation and benefits 1,137 1,063
NOL carry forwards acquired 26 30
Low income housing tax credit carry forward 99 396
Unrealized loss on other real estate 140 949
Unrealized loss on available for sale securities 3,938 4,915
Other 53  
Total deferred tax assets 18,214 19,512
Deferred tax liabilities:    
Purchase accounting adjustments 2,668 2,452
Depreciation 4,637 4,519
FHLB stock dividends 120 120
Prepaid expenses 579 705
Other 0 529
Total deferred tax liabilities 8,004 8,325
Net deferred tax asset $ 10,210 $ 11,187
v3.25.1
Income Taxes - Reconciliation of income tax expense at statutory rate (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Income Tax Expense (Benefit), Effective Income Tax Rate Reconciliation, Amount [Abstract]        
Tax at statutory rate $ 4,163 $ 2,970 $ 11,520 $ 9,692
Nontaxable municipal income (74) (124) (256) (349)
State tax, net of Federal benefit 196 61 480 356
Cash surrender value of Bank-owned life insurance (108) (101) (326) (297)
Tax credit benefits (2) (3) (29) (10)
Other, net (36) 34 676 105
Total Income Taxes $ 4,139 $ 2,837 $ 12,065 $ 9,497
v3.25.1
Income Taxes - Additional Information (Details) - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Income Taxes        
Interest or penalties on income taxes     $ 0  
Net operating loss carryforwards $ 117,000   $ 117,000  
Effective tax rate (as a percent) 21.00% 21.00% 21.00% 21.00%
v3.25.1
401(k) Retirement Plan (Details) - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Mar. 31, 2025
Mar. 31, 2024
Defined Contribution Plan Disclosure [Line Items]        
Retirement plan expenses $ 521,000 $ 683,000 $ 1,900,000 $ 2,100,000
Vesting period     5 years  
Maximum        
Defined Contribution Plan Disclosure [Line Items]        
Matching contributions of eligible compensation     4.00%  
v3.25.1
Subordinated Debt (Details) - USD ($)
1 Months Ended 9 Months Ended 12 Months Ended
May 31, 2021
Aug. 31, 2014
Oct. 31, 2013
Mar. 31, 2025
Jun. 30, 2024
Feb. 28, 2022
Subordinated debt       $ 23,195,000 $ 23,156,000  
Investment, carrying value       520,100,000 474,700,000  
Prepaid Expenses and Other Current Assets            
Investment, face amount       505,000    
Investment, carrying value       $ 470,000 467,000  
Trust Preferred Securities            
Number of years after securities became redeemable       5 years    
Interest rate (as a percent)       7.31%    
Subordinated debt       $ 7,200,000 7,200,000  
Ozarks Legacy Community Financial, Inc.            
Interest rate (as a percent)       7.01%    
Less: common stock issued     $ 3,100,000      
Ozarks Legacy Community Financial, Inc. | Reported Value Measurement            
Floating rate       $ 2,800,000 2,800,000  
Peoples Service Company, Inc.            
Interest rate (as a percent)       6.36%    
Floating rate   $ 6,500,000        
Peoples Service Company, Inc. | Reported Value Measurement            
Floating rate       $ 5,600,000 5,600,000  
Fortune | Subordinated notes Issued in May 2021            
Interest rate (as a percent) 4.50%          
Subordinated debt       $ 7,600,000 $ 7,600,000  
Instrument face amount           $ 7,500,000
Variable rate (as a percent) 3.77%          
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember          
v3.25.1
Fair Value Measurements - Fair value of Assets Measured on a Recurring Basis and Nonrecurring Basis (Details) - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments (Assets) $ 605 $ 20
Derivative Asset, Statement of Financial Position [Extensible Enumeration] Prepaid Expense and Other Assets Prepaid Expense and Other Assets
Derivative financial instruments (Liabilities) $ 578 $ 15
Derivative Liability, Statement of Financial Position [Extensible Enumeration] Accounts Payable and Other Accrued Liabilities Accounts Payable and Other Accrued Liabilities
Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments (Assets) $ 605 $ 20
Derivative financial instruments (Liabilities) 578 15
Fair Value, Inputs, Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments (Assets) 605 20
Derivative financial instruments (Liabilities) 578 15
Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments (Assets) 605 20
Derivative financial instruments (Liabilities) 578 15
Obligations of states and political subdivisions | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 25,399 27,753
Obligations of states and political subdivisions | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 25,399 27,753
Corporate obligations | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 32,335 31,277
Corporate obligations | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 32,335 31,277
Asset backed securities | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 38,805 58,679
Asset backed securities | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 38,805 58,679
Other securities | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 4,365 5,333
Other securities | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 4,365 5,333
MBS and CMOs | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 362,026 304,861
MBS and CMOs | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 362,026 304,861
Mortgage servicing assets | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 2,388 2,448
Mortgage servicing assets | Fair Value, Inputs, Level 3 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 2,388 2,448
Foreclosed and repossessed assets held for sale | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale 625 759
Foreclosed and repossessed assets held for sale | Fair Value, Inputs, Level 3 | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale 625 759
Collateral dependent Loans | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale 25,288 12,994
Collateral dependent Loans | Fair Value, Inputs, Level 3 | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale $ 25,288 $ 12,994
v3.25.1
Fair Value Measurements - Losses Recognized on Assets Measured on a Nonrecurring Basis (Details) - Fair Value, Nonrecurring - USD ($)
$ in Thousands
9 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total losses on assets measured on a non-recurring basis $ 80 $ 687
Foreclosed and repossessed assets held for sale    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total losses on assets measured on a non-recurring basis $ 80 $ 687
v3.25.1
Fair Value Measurements - Unobservable (Level 3) inputs (Details) - Fair Value, Nonrecurring - Fair Value, Inputs, Level 3 - USD ($)
$ in Thousands
9 Months Ended 12 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Investment, Type [Extensible Enumeration] Foreclosed and repossessed assets Foreclosed and repossessed assets
Foreclosed and repossessed assets    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs $ 625 $ 759
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 31.3 20.3
Foreclosed and repossessed assets | Third party appraisal    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Valuation Technique Third party appraisal Third party appraisal
Foreclosed and repossessed assets | Third party appraisal | Measurement Input, Discount Rate    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs Marketability discount Marketability discount
Foreclosed and repossessed assets | Third party appraisal | Measurement Input, Discount Rate | Minimum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 31.30% 17.90%
Foreclosed and repossessed assets | Third party appraisal | Measurement Input, Discount Rate | Maximum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 31.30% 44.90%
Collateral dependent Loans    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs $ 25,288 $ 12,994
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 28.0 43.7
Collateral dependent Loans | Collateral value    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Valuation Technique Collateral value Collateral value
Collateral dependent Loans | Collateral value | Measurement Input, Discount Rate    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs Marketability discount Marketability discount
Collateral dependent Loans | Collateral value | Measurement Input, Discount Rate | Minimum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 12.40% 14.50%
Collateral dependent Loans | Collateral value | Measurement Input, Discount Rate | Maximum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 60.20% 52.30%
v3.25.1
Fair Value Measurements - Schedule of financial instruments (Details) - USD ($)
$ in Thousands
9 Months Ended 12 Months Ended
Mar. 31, 2025
Jun. 30, 2024
Financial assets    
Cash and cash equivalents $ 226,891 $ 60,904
Interest-bearing time deposits 245 491
Stock in FHLB 9,157 8,713
Stock in Federal Reserve Bank of St. Louis 9,112 9,089
Loans receivable, net 3,968,569 3,797,287
Accrued interest receivable 25,783 23,826
Mortgage servicing assets 2,388 2,448
Derivative financial instruments 605 20
Financial liabilities    
Deposits 4,261,382 3,943,059
Securities sold under agreements to repurchase 15,000 9,398
Advances from FHLB 104,072 102,050
Accrued interest payable 9,983 12,868
Subordinated debt 23,195 23,156
Derivative financial instruments 578 15
Fair Value, Inputs, Level 1    
Financial assets    
Cash and cash equivalents 226,891 60,904
Financial liabilities    
Deposits 2,654,297 2,607,653
Fair Value, Inputs, Level 2    
Financial assets    
Interest-bearing time deposits 245 491
Stock in FHLB 9,157 8,713
Stock in Federal Reserve Bank of St. Louis 9,112 9,089
Accrued interest receivable 25,783 23,826
Derivative financial instruments 605 20
Financial liabilities    
Securities sold under agreements to repurchase 15,000 9,398
Advances from FHLB 104,097 100,468
Accrued interest payable 9,983 12,868
Derivative financial instruments 578 15
Fair Value, Inputs, Level 3    
Financial assets    
Loans receivable, net 3,879,402 3,639,657
Mortgage servicing assets 2,388 2,448
Financial liabilities    
Deposits 1,608,034 1,338,215
Subordinated debt $ 21,805 $ 20,576
v3.25.1
Derivative Financial Instruments - Additional Information (Details)
3 Months Ended 9 Months Ended
Mar. 31, 2025
USD ($)
Mar. 31, 2024
USD ($)
Mar. 31, 2025
USD ($)
Mar. 31, 2024
USD ($)
Sep. 30, 2024
USD ($)
DerivativeInstrument
Jun. 30, 2024
USD ($)
DerivativeInstrument
1-4 Family interest rate swaps            
Derivative [Line Items]            
Notional Amount $ 50,000,000   $ 50,000,000     $ 40,000,000
Interest Income $ 51,000 $ 0 $ 312,000 $ 0    
1-4 Family interest rate swaps (1)            
Derivative [Line Items]            
Notional Amount         $ 10,000,000  
Number of derivative instruments executed | DerivativeInstrument         1  
1-4 Family interest rate swaps (2)            
Derivative [Line Items]            
Notional Amount           $ 20,000,000
Number of derivative instruments executed | DerivativeInstrument           2
v3.25.1
Derivative Financial Instruments - Notional amounts and estimated fair values of interest rate swaps (Details) - 1-4 Family interest rate swaps - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Derivative [Line Items]    
Notional Amount $ 50,000 $ 40,000
Other Assets 605 20
Other Liabilities $ 578 $ 15
v3.25.1
Derivative Financial Instruments - Carrying amount of the hedged assets, located in loans receivable, net (Details) - 1-4 Family interest rate swaps - USD ($)
$ in Thousands
Mar. 31, 2025
Jun. 30, 2024
Derivative [Line Items]    
Carrying Amount of Hedged Assets $ 495,428 $ 553,307
Cumulative Amount of Fair Value Hedging Adj Included in Carrying Amount of Hedged assets $ 27 $ 5