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LISTERHILL

Charter #63057 · AL

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 10 in AL
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LISTERHILL has 3 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 69.4% in tier
  • + Organic Growth Leader: Top 69.4% in tier
  • + Net Interest Margin 0.18% above tier average

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 14.7% in tier
  • - Credit Quality Pressure: Bottom 21.0% in tier
  • - Credit Risk Growth: Bottom 58.6% in tier
  • - ROA 0.06% below tier average
  • - Efficiency ratio 8.75% 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 10 that size in Alabama.
  • Shares and deposits +2.3% year over year ($1.31B in shares and deposits).
  • Membership: 91,900 members, +0.5% vs a year ago.
  • Delinquency rate 0.62%.
  • Return on assets 0.75%.
  • Efficiency ratio 81.77% vs a 73.02% peer average.
  • Loan-to-share ratio 83.27% 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 (AL) National Avg Tier Percentile
Members 91,900
+0.5% YoY+0.1% QoQ
-5.0K 96,861
-1.9% YoY
28,281
-1.7% YoY
34,678
+6.6% YoY
55%
Assets $1.5B
+3.1% YoY+1.1% QoQ
$-250.7M $1.7B
+0.4% YoY
$459.0M
+7.0% YoY
$593.1M
+10.2% YoY
45%
Loans $1.1B
+4.5% YoY+2.1% QoQ
$-142.8M $1.2B
+0.7% YoY
$266.3M
+5.7% YoY
$418.6M
+10.1% YoY
47%
Deposits $1.3B
+2.3% YoY+0.7% QoQ
$-152.6M $1.5B
+0.5% YoY
$400.1M
+6.1% YoY
$504.8M
+10.3% YoY
51%

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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 0.8%
+95.4% YoY+76.0% QoQ
-0.1% 0.8%
+27.6% YoY
1.1%
+39.6% YoY
1.2%
+121.4% YoY
48%
NIM 3.6%
+15.6% YoY+4.4% QoQ
+0.2% 3.4%
+6.6% YoY
3.7%
+1.1% YoY
3.8%
+2.3% YoY
61%
Efficiency Ratio 81.8%
-5.6% YoY-3.4% QoQ
+8.7% 73.0%
-2.7% YoY
82.1%
+5.7% YoY
83.0%
-5.3% YoY
84%
Delinquency Rate 0.6%
+48.4% YoY-9.9% QoQ
-0.2 0.9%
+7.3% YoY
1.4%
-5.8% YoY
1.3%
+2.6% YoY
43%
Loan To Share 83.3%
+2.1% YoY+1.4% QoQ
-1.4% 84.7%
+0.1% YoY
59.3%
-1.7% YoY
66.4%
-1.4% YoY
39%
AMR $26,140
+2.8% YoY+1.2% QoQ
$-3K $29,575
+1.5% YoY
$17,701
+4.0% YoY
$20,028
-0.9% YoY
38%
CD Concentration 30.8%
+2.1% YoY+2.9% QoQ
+1.8% 29.1% 21.8% 20.0% 60%
Indirect Auto % 7.6%
+1.4% YoY+0.1% QoQ
-10.5% 18.1% 5.2% 7.7% 32%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#108 of 113 • Top 69.4% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 0.51%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.75%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 7.55%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | New qualifier

Organic Growth Leader

growth
#112 of 112 • Top 69.4% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 0.51%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 7.55%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | New qualifier

Concerns (3)

Credit Quality Pressure

risk
#78 of 215 • Bottom 21.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.20% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | New qualifier

Credit Risk Growth

risk
#89 of 170 • Bottom 58.6% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 4.45%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.20% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | New qualifier

Efficiency Drag

risk
#54 of 71 • Bottom 14.7% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 81.77%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.37% points
(Tier: 0.18% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): 0.51%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 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)

52
Fee Income Per Member
profitability
Value: $283.94
Peer Median: $204.73
#52 of 300 Top 17.0% in 1B-3B tier
73
Net Charge-Off Rate
risk
Value: 0.32%
Peer Median: 0.52%
#73 of 300 Top 24.0% in 1B-3B tier

Top Weaknesses (2 metrics)

254
Efficiency Ratio
profitability
Value: 81.77%
Peer Median: 73.62%
#254 of 300 Bottom 15.7% in 1B-3B tier
239
Members Per Employee (MPE)
engagement
Value: 290.823
Peer Median: 346.173
#239 of 300 Bottom 20.7% in 1B-3B tier
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