CharterBench

Beacon Bank and Trust

BankStateBoston, MA·Est. 1871·www.beaconbank.com·FDIC #17798Compare ⇄
Total assets
$22.20B
+260.3% YoY
Deposits
$18.65B
+302.0% YoY
Loans
$17.58B
+230.0% YoY
Offices
151
BEACON FINANCIAL CORP
ROA (annualized)
1.05%
peers 1.23%
ROE (annualized)
9.41%
peers 11.23%

Peer comparison 160 banks with 10B+ in assets

MetricBeacon Bank and TrustPeer medianΔ
Asset growth (YoY)+260.3%+5.9%+254.4 pts
Deposit growth (YoY)+302.0%+5.7%+296.3 pts
Loan growth (YoY)+230.0%+6.9%+223.0 pts
ROA1.05%1.23%-0.2 pts
ROE9.4%11.2%-1.8 pts

ROA ranks in the 31st percentile of its peer group · Q2 2026

Profile

Established
1871
Charter
State
Primary regulator
FED
Holding company
BEACON FINANCIAL CORP
Specialization
Commercial Lending Specialization
Address
131 Clarendon St, Boston, MA, 02116
County
Suffolk
Metro area
Boston-Cambridge-Newton, MA-NH
Offices
151
FDIC cert #
17798
RSSD ID
782306
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$22.20B$18.65B$17.58B$2.54B$118.5M1.05%3.79%0.72%
Q1 2026$22.18B$18.44B$17.68B$2.51B$50.9M0.90%3.74%0.70%
Q4 2025$23.18B$19.71B$17.78B$2.51B$102.4M0.63%3.40%0.66%
Q3 2025$22.78B$19.09B$18.07B$2.40B$-4.8M-0.04%3.09%0.54%
Q2 2025$6.16B$4.64B$5.33B$602.3M$22.8M0.73%3.36%1.12%
Q1 2025$6.23B$4.74B$5.35B$598.4M$11.4M0.72%3.29%0.89%
Q4 2024$6.41B$4.71B$5.49B$592.1M$39.1M0.62%3.19%0.71%
Q3 2024$6.32B$4.58B$5.49B$594.8M$25.7M0.54%3.17%1.00%

Loan mix (Q2 2026): real estate $13.41B · commercial $3.69B · consumer $139.9M · securities $1.76B

Ratio pack Q2 2026 · peer medians from 160 institutions

Profitability
RatioBeacon Bank and TrustTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.05%Q3 2024 → Q2 20261.23%
31th
Return on equity
Annualized net income ÷ equity or net worth
9.4%Q3 2024 → Q2 202611.3%
32th
Net interest margin
Interest income − interest expense, ÷ assets
3.79%Q3 2024 → Q2 20263.55%
64th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
56.1%Q3 2024 → Q2 202654.9%
59th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioBeacon Bank and TrustTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioBeacon Bank and TrustTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioBeacon Bank and TrustTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioBeacon Bank and TrustTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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