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MID-HUDSON VALLEY

Charter #15766 · NY

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 12 in NY
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MID-HUDSON VALLEY has 2 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 30.9% in tier
  • + Net Interest Margin 0.19% above tier average

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 61.3% in tier
  • - ROA 0.10% below tier average
  • - Efficiency ratio 5.69% above tier (higher cost structure)

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 300 credit unions with $1B-$3B in assets nationally, and 1 of 12 that size in New York.
  • Shares and deposits +3.7% year over year ($1.52B in shares and deposits).
  • Membership: 95,219 members, +0.8% vs a year ago.
  • Delinquency rate 0.36%.
  • Return on assets 0.71%.
  • Efficiency ratio 78.71% vs a 73.02% peer average.
  • Loan-to-share ratio 75.59% vs a 84.71% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 95,219
+0.8% YoY+0.2% QoQ
-1.6K 96,861
-1.9% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
57%
Assets $1.7B
+4.0% YoY+1.5% QoQ
$-22.6M $1.7B
+0.4% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
58%
Loans $1.1B
+10.2% YoY+6.1% QoQ
$-85.1M $1.2B
+0.7% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
51%
Deposits $1.5B
+3.7% YoY+1.1% QoQ
+$56.8M $1.5B
+0.5% YoY
$431.4M
+8.2% YoY
$504.8M
+10.3% YoY
61%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.7%
+55.9% YoY+72.9% QoQ
-0.1% 0.8%
+27.6% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
44%
NIM 3.6%
+12.8% YoY+1.9% QoQ
+0.2% 3.4%
+6.6% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
62%
Efficiency Ratio 78.7%
-3.2% YoY-2.7% QoQ
+5.7% 73.0%
-2.7% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
73%
Delinquency Rate 0.4%
-17.7% YoY-29.4% QoQ
-0.5 0.9%
+7.3% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
16%
Loan To Share 75.6%
+6.2% YoY+4.9% QoQ
-9.1% 84.7%
+0.1% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
22%
AMR $28,034
+5.6% YoY+3.0% QoQ
$-2K $29,575
+1.5% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
49%
CD Concentration 31.1%
-0.9% YoY-0.2% QoQ
+2.0% 29.1% 16.4% 20.0% 61%
Indirect Auto % 24.1%
-8.7% YoY-5.1% QoQ
+6.0% 18.1% 2.7% 7.7% 68%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#115 of 125 • Top 30.9% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 5.59%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank worsening

Concerns (1)

Indirect Auto Dependency

risk
#121 of 193 • Bottom 61.3% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 3.95%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 24.10%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 0.78%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 300 peers in tier

Top Strengths (2 metrics)

49
Total Delinquency Rate (60+ days)
risk
Value: 0.36%
Peer Median: 0.70%
#49 of 300 Top 16.0% in 1B-3B tier
71
Loan Growth Rate
growth
Value: 10.17%
Peer Median: 5.71%
#71 of 300 Top 23.3% in 1B-3B tier

Top Weaknesses (2 metrics)

235
Loan-to-Share Ratio
balance_sheet
Value: 75.59%
Peer Median: 87.07%
#235 of 300 Bottom 22.0% in 1B-3B tier
230
Fee Income Per Member
profitability
Value: $163.83
Peer Median: $204.73
#230 of 300 Bottom 23.7% in 1B-3B tier
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