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Q2 2026 · read from the 30 June 2026 Call Report · United States · South Central · Kentucky, the state note

Central Bank & Trust Co.

Lexington, Kentucky · $4.01B in assets · beside the 11 other the South Central states banks between $3B and $10B (the state alone holds too few in the band to rank)

The filing

45.8%
CRE / loans
12th of 12
261.2%
CRE / capital
11th of 12
96.6%
Loans / deposits
10th of 12

Central Bank & Trust Co. is the second largest of the 12 the South Central states banks nearest its size between $3B and $10B, with $4.01B in assets at 30 June 2026. Loans are 96.6% of deposits, 10th of 12 against a median of 83.4%, and equity is 12.5% of assets, 3rd of 12. Loans grew +5.3% in the year, 8th of 12, and deposits grew 6.0%; the cohort's median loan growth is +6.9%.

Noncurrent loans are 0.21% of the book, 4th of 12 against a median of 0.56%; 0.08% is 30 to 89 days past due, and the allowance covers them 4.6 times. Commercial real estate is 45.8% of loans, the highest in the cohort against a median of 30.3%, and 261% of capital, below the 300% screen, with construction at 54% against the 100% screen. CRE has grown +51.7% over 36 months, past the guidance's 50% prong.

Return on assets is 1.26%, 5th of 12 against a median of 1.16%, on an efficiency ratio of 69.7%, 9th of 12. Five years ago it was 0.97%. The question is what the concentration does under a commercial real estate stress, and how much of it is owner-occupied (owner-occupied nonresidential is 12.5% of loans).

Commercial real estate, share of loansSouth Central states banks $3B to $10B · 30 June 2026 · lower is stronger, listed first
median 30.3% RB River Bank & Trust 22.3% GC Gulf Coast Bank & Trust Co. 23.2% SB Southeast Bank 24.0% IB Independence Bank of Kentucky 26.4% IB Investar Bank National Association 30.0% RR Red River Bank 30.3% FC First Community Bank 30.3% BF Bankfirst Financial Services 33.7% HB Home Bank National Association 34.3% FG First Guaranty Bank 40.0% EB Encore Bank 40.2% CB Central Bank & Trust Co. 45.8%
Loans, year over yearSouth Central states banks $3B to $10B · 30 June 2026 · no better direction, largest first
median +6.9% IB Investar Bank National Association +45.3% BF Bankfirst Financial Services +23.9% FC First Community Bank +12.4% GC Gulf Coast Bank & Trust Co. +11.4% RB River Bank & Trust +11.3% SB Southeast Bank +8.0% RR Red River Bank +5.7% CB Central Bank & Trust Co. +5.3% IB Independence Bank of Kentucky +1.1% HB Home Bank National Association +0.5% EB Encore Bank -6.9% FG First Guaranty Bank -26.8%

SBA 7(a), FY2008 to FY2026

Central Bank & Trust Co. is the 40th largest 7(a) lender into Kentucky of 267, with $17M across 40 loans, 0.6% of everything approved in the state (The Huntington National Bank leads with $254M). 9 of its 13 markets have had no approvals since before FY2023: an absence in the record, not a stated withdrawal.

Where it lends in Kentucky, and where it has gone quietshare movement, FY2023 to FY2025 against FY2020 to FY2022; outlined counties are on the book
Gaining shareLosing shareFlatGone quiet: nothing since FY2023Too thin to read a directionNo record
Every market on the book, largest firstrank and share among every lender in the county, FY2008 to FY2026
CountyApprovedRankShareTrend
Fayette, KY$11M10th of 853.4%-5.5 pts
Jefferson, KY$2M64th of 1230.2%thin
Jessamine, KY$2M7th of 315.1%thin
Bath, KY$925K3rd of 916.6%thin
Dupage, IL$739K129th of 1880.0%quiet FY2013
Clark, KY$686K13th of 262.6%quiet FY2015
Kenton, KY$673K35th of 520.3%quiet FY2010
Franklin, KY$360K10th of 201.7%quiet FY2021
Hamilton, OH$254K115th of 1220.0%quiet FY2019
Boone, KY$234K50th of 620.2%quiet FY2009
Garrard, KY$138K7th of 122.7%quiet FY2014
Powell, KY$130K5th of 65.2%quiet FY2019
Woodford, KY$64K15th of 180.3%quiet FY2017
What it lends to: the five largest industries on the bookshare of book is concentration; share of sector and rank are position, among every 7(a) lender nationally
IndustryLoansApprovedShare of bookShare of sectorRank
Construction3$4M20.1%0.01%686th of 2,063
Retail trade9$3M17.2%0.01%933rd of 2,589
Accommodation & food services10$3M15.8%0.00%1070th of 2,596
Professional & technical services3$1M7.9%0.00%859th of 1,955
Manufacturing2$1M7.4%0.00%1259th of 2,246
7(a) lenders into Kentucky, share of approvals since FY2008267 lenders on record; the ten largest and Central Bank
TH The Huntington National Bank 8.1% $254M · 1,146 loans SY Stock Yards Bank & Trust Company 7.7% $241M · 552 loans LO Live Oak Banking Company 7.4% $232M · 177 loans UB U.S. Bank, National Association 6.6% $206M · 1,215 loans CT Community Trust Bank, Inc. 5.7% $177M · 1,139 loans RB Republic Bank & Trust Company 4.4% $136M · 414 loans JC JPMorgan Chase Bank, National Ass… 2.1% $67M · 343 loans FF First Financial Bank 2.0% $64M · 158 loans G Gbank 2.0% $61M · 31 loans FT Fifth Third Bank 1.9% $58M · 209 loans CB Central Bank & Trust Co. 0.6% $17M · 40 loans

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; Tier 1 stands in for the 2 CBLR filers; owner-occupied excluded; bold marks a screen met
Central BankRankCohort median
Total CRE against capital, the 300% screen261%11th of 12213%
Construction against capital, the 100% screen54%5th of 1260%
Construction and land development, share of loans9.5%7th of 129.3%
Non-owner-occupied nonfarm nonresidential, share of loans24.9%10th of 1216.4%
Total CRE, the guidance definition, share of loans45.8%12th of 1230.3%
CRE growth over 36 months, the third prong+51.7%10th of 12+25.6%

Among its peers

Where it sits among its peersnavy: the stronger half of each column; amber: the weaker; darker at the ends
InstitutionAssetsROAEfficiencyNPA / loansNet charge-offsAllowance / loansLoans / depositsEquity / assets
River Bank & Trust$4.02B1.5%47.4%0.48%0.02%1.4%81.6%8.8%
Central Bank & Trust Co.$4.01B1.3%69.7%0.21%-0.03%1.0%96.6%12.5%
First Guaranty Bank$3.89B0.4%68.9%2.30%1.33%1.9%50.9%6.7%
Gulf Coast Bank & Trust Co.$3.86B1.1%74.0%1.60%0.42%1.8%85.2%8.4%
Investar Bank National Association$3.85B1.2%63.3%0.63%0.02%1.2%95.2%11.5%
Independence Bank of Kentucky$3.83B1.1%64.1%0.12%0.00%1.0%70.5%8.3%
Encore Bank$3.70B0.4%85.2%0.17%0.14%1.3%81.2%8.4%
First Community Bank$3.63B1.3%56.2%0.31%0.14%1.0%102.8%7.8%
Home Bank National Association$3.60B1.4%59.3%0.95%0.06%1.2%90.3%13.6%
Southeast Bank$3.58B0.7%71.4%2.66%0.09%0.6%96.6%8.6%
Red River Bank$3.31B1.5%53.7%0.11%0.01%1.1%77.8%11.3%
Bankfirst Financial Services$3.31B1.1%65.3%0.77%0.10%1.3%80.3%13.3%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Central BankCohort median
20212026Change20212026Change
Loans$2.40B$3.01B+26%$1.74B$2.80B+61%
Deposits$2.86B$3.12B+9%$2.30B$3.17B+38%
NPA / loans0.58%0.21%-0.37 pts0.65%0.56%-0.09 pts
Efficiency72.1%69.7%-2.4 pts63.8%64.7%+1.0 pts
ROA0.97%1.26%+0.29 pts1.09%1.16%+0.07 pts

This read was prepared for Central Bank & Trust Co.'s board and management from the public record, and is one slice of what Lynx builds for any bank from its own filing: the peer cohort, the capital, liquidity and rate models with the assumptions the institution sets, and a summary report of twenty sections for the board.

The full pack on Central Bank & Trust Co. is prepared on request, and thirty days on the institution's own numbers are open to anyone at the bank.

Ask for the pack

Prepared 7 September 2026
Filing 30 June 2026
Cohort South Central states banks $3B to $10B
Institution www.centralbank.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by New England and asset band; SBA 7(a) FOIA release as of the 2026 file, loans credited to the institution holding them today. Computed from the institution's own Call Report and its peers' as published; no estimate, no adjustment; not a rating, not an audited statement and not a supervisory judgement.

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