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Q2 2026 · read from the 30 June 2026 Call Report · United States · Mountain West · Utah, the state note

Merrick Bank

South Jordan, Utah · $9.13B in assets · beside the 5 other Utah banks between $3B and $10B

The filing

17.6%
Equity / assets
1st of 6
0.0%
CRE / loans
1st of 6
0.0%
CRE / capital
1st of 6

Merrick Bank is the largest of the 6 Utah banks between $3B and $10B, with $9.13B in assets at 30 June 2026. Loans are 117.2% of deposits, 5th of 6 against a median of 102.1%, and equity is 17.6% of assets, the highest in the cohort. Loans grew +1.5% in the year, 5th of 6, and deposits grew 5.7%; the cohort's median loan growth is +5.4%.

Noncurrent loans are 3.52% of the book, 4th of 6 against a median of 2.06%; 3.75% is 30 to 89 days past due, and the allowance covers them 4.4 times. Net charge-offs are 11.62% of loans, 5th of 6. Commercial real estate is 0.0% of loans, the lowest in the cohort against a median of 30.3%, and 0% of capital, below the 300% screen, with construction at 0% against the 100% screen.

Return on assets is 2.53%, 2nd of 6 against a median of 1.81%, on an efficiency ratio of 33.6%, 2nd of 6. Five years ago it was 9.80%. The question is what the capital is for: the balance sheet carries less risk than it could.

Commercial real estate, share of loansUT banks $3B to $10B · 30 June 2026 · lower is stronger, listed first
median 30.3% MB Merrick Bank 0.0% CB Celtic Bank 2.2% GD Green Dot Bank dba Bonneville 17.5% CV Cache Valley Bank 43.1% SB Sunwest Bank 43.3% Bo Bank of Utah 45.5%
Loans, year over yearUT banks $3B to $10B · 30 June 2026 · no better direction, largest first
median +5.4% CB Celtic Bank +37.6% SB Sunwest Bank +14.8% CV Cache Valley Bank +6.5% Bo Bank of Utah +4.3% MB Merrick Bank +1.5% GD Green Dot Bank dba Bonneville -8.0%

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; Tier 1 stands in for the 1 CBLR filer; owner-occupied excluded; bold marks a screen met
Merrick BankRankCohort median
Total CRE against capital, the 300% screen0%1st of 6140%
Construction against capital, the 100% screen0%1st of 624%
Construction and land development, share of loans0.0%1st of 63.6%
Non-owner-occupied nonfarm nonresidential, share of loans0.0%1st of 614.7%
Total CRE, the guidance definition, share of loans0.0%1st of 630.3%
CRE growth over 36 months, the third prongno record+52.4%
Commercial real estate against capital, the 300% screenUT banks $3B to $10B · 30 June 2026 · lower is stronger, listed first
median 140% MB Merrick Bank 0% GD Green Dot Bank dba Bonneville 1% CB Celtic Bank 11% Bo Bank of Utah 270% CV Cache Valley Bank 292% SB Sunwest Bank 327%
CRE growth over 36 months, the guidance's third prongUT banks $3B to $10B · 30 June 2026 · lower is stronger, listed first
median +52.4% CV Cache Valley Bank +29.2% CB Celtic Bank +44.5% Bo Bank of Utah +52.4% GD Green Dot Bank dba Bonneville +62.0% SB Sunwest Bank +66.5%

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
Merrick Bank$9.13B2.5%33.6%3.52%11.62%15.4%117.2%17.6%
Green Dot Bank dba Bonneville$5.44B1.5%92.5%3.56%66.62%17.3%0.8%5.8%
Celtic Bank$5.33B3.3%33.2%3.63%0.46%1.6%117.3%17.4%
Sunwest Bank$4.41B1.6%61.6%0.60%0.00%1.8%103.7%9.3%
Bank of Utah$3.79B1.3%61.6%0.15%0.22%1.2%100.4%12.3%
Cache Valley Bank$3.49B2.0%39.1%0.29%0.09%1.3%87.6%10.5%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Merrick BankCohort median
20212026Change20212026Change
Loans$3.57B$8.68B+143%$1.78B$3.24B+82%
Deposits$3.09B$7.41B+139%$1.97B$3.65B+85%
NPA / loans1.85%3.52%+1.68 pts0.31%2.06%+1.75 pts
Efficiency30.0%33.6%+3.6 pts34.3%50.3%+16.0 pts
ROA9.80%2.53%-7.27 pts2.01%1.81%-0.21 pts

This read was prepared for Merrick Bank'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 Merrick Bank 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 UT banks $3B to $10B
Institution www.merrickbank.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by state and asset band. 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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