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BANK INTELLIGENCEFDIC · 051

Neuberger Berman Trust Company N.A.

New York, NY·RSSD 4149037·FDIC 59046·bank:4149037·Risk-based ratios where reported

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FDIC 051 · Q2 2026Public source
Total assets
$32.51M
17.2%vs. same quarter last year
Gross loans & leases
$0
—vs. same quarter last year
Deposits / shares
$0
—vs. same quarter last year
Return on assets · quarter
5.14%
Quarterly FORFI estimate
THE DIRECTION OF TRAVEL

Performance over time

$32.51MQ2 2026·FDIC
Neuberger Berman Trust Company N.A.

23 available quarters · Gaps indicate missing data · Reported period-end total assets; consolidated for FFIEC 031.

AT A GLANCE

Inside the balance sheet

Portfolio detail unavailable

This source does not provide mapped loan categories for this filing.

FDIC reported categories · Shares of reported gross loans. Missing components are not treated as zero.

WHAT CHANGED · Q2 2026

What stands out at Neuberger Berman Trust Company N.A.

3 of 14 FORFI signals stand out against 583 similar banks, based on FDIC data for the quarter.

Fee and other noninterest income among the highest of similar banksStrength: Earnings 2nd quarter217.66%peers 0.27%+21739 bps

Neuberger Berman Trust Company N.A.'s noninterest income relative to average assets was 217.66%, compared with a median of 0.27% among 576 similar banks: the highest of them.

This institutionPeer medianDifference
Noninterest income relative to average assets
217.66%0.27%+21739 bps

FORFI flags a change when an institution sits in the outer tail of similar institutions and the gap is large enough to matter. Peers: 583 banks with under $100 million in assets that filed FDIC data for the same quarter. Neuberger Berman Trust Company N.A. itself is left out of every peer median and percentile. How signals work

Leverage capital ratio falling while the peer median risesWorth a look: Capital74.03%peers 13.04%+61.0 pp

Neuberger Berman Trust Company N.A.'s leverage ratio fell 4.6 percentage points over the past year to 74.03%. Among 575 similar banks, the median rose 0.1 percentage points.

This institutionPeer medianDifference
Leverage ratio
74.03%13.04%+61.0 pp
12-month change
-4.6 pp+0.1 pp-4.7 pp

FORFI flags a change when an institution sits in the outer tail of similar institutions and the gap is large enough to matter. Peers: 583 banks with under $100 million in assets that filed FDIC data for the same quarter. Neuberger Berman Trust Company N.A. itself is left out of every peer median and percentile. How signals work

Where Neuberger Berman Trust Company N.A. differs most from peers

Total assets growing faster than peersContext: Growth+17.2%peers +3.2%+14.0 pp

Neuberger Berman Trust Company N.A.'s total assets grew 17.2% over the past year to $32.5 million. The median among 575 similar banks was +3.2%.

This institutionPeer medianDifference
Total assets, 12-month growth
+17.2%+3.2%+14.0 pp
Total assets
$32.5 million

Not a flagged change: this is where the institution sits furthest from similar institutions this quarter. Peers: 583 banks with under $100 million in assets that filed FDIC data for the same quarter. Neuberger Berman Trust Company N.A. itself is left out of every peer median and percentile. How signals work

1 more observation
  • Net interest margin narrowing while the peer median widensEarnings
IN BRIEF

Key facts

  • Neuberger Berman Trust Company N.A. is a bank headquartered in New York, New York. It reported $32.5 million in total assets for the quarter ended June 30, 2026.
  • Deposits totaled $0, and loans totaled $0.
  • Its net interest margin was 3.29% and its annualized return on assets was 5.14% for the quarter.
Bank summary

Scorecard against peers

514 peers · same-source medians

Capitalization

MeasureValuePeer medianvs peers

Liquidity & funding

MeasureValuePeer medianvs peers

Margin & yield

MeasureValuePeer medianvs peers

Income & expense

MeasureValuePeer medianvs peers

Asset quality

MeasureValuePeer medianvs peers

Charge-offs & allowance

MeasureValuePeer medianvs peers

Arrows show whether the value sits above or below the peer median. Colour shows whether that side is favourable for the measure: green favourable, red unfavourable, grey where neither side is (for example, a lower loan-to-core-deposit ratio is favourable, so a negative gap is green). Peer medians cover the same source, form, period, institution type and asset band, and count this institution in its own cohort. The peer line on every chart reads the same cohort. Regulatory definitions differ from FORFI quarterly estimates.

Threshold review

Watch items

7 of 13 rules evaluated

Screening prompts computed from this filing only. Thresholds follow common review conventions and interagency concentration references; they are not supervisory ratings or predictions.

BEYOND PUBLIC DATA

Public filings show what changed. Internal data shows why.

With Neuberger Berman Trust Company N.A.'s own data, FORFI would look at: Which relationships and products drive the change in earnings, and where pricing has drifted.

See how FORFI works
Go deeper

Analysis workspaces

ABOUT THIS DATA

Sources and identifiers

Institution
Neuberger Berman Trust Company N.A. · Bank
Federal Reserve RSSD
4149037
FDIC certificate
59046
Reporting period
Peer group
583 banks with under $100 million in assets that filed FDIC data for the same quarter. Neuberger Berman Trust Company N.A. itself is left out of every peer median and percentile.

Figures are FORFI calculations from public regulatory filings, shown as reported. Signals are descriptive screening rules, not supervisory ratings, credit opinions or forecasts. Methodology

COMPARE LIKE FOR LIKE

Income & calculation basis

FDIC · 2026-04-01 through 2026-06-30 · Annualization factor 4.010989 applies to ROA and margin only.

MeasureFORFI calculationFDIC published reference
$406K—
$145K—
$0—
$145K—
$17.2M—
$16.73M—
$0—
$0—
5.14%5.12%ROAQ · Quarter
3.29%3.28%NIMYQ · Quarter
96.49%96.49%EEFFQR · adjusted · Quarter

Credit-quality reconciliation · Source components agree. NALNLS (nonaccrual) + P9LNLS (90+ days accruing) = NCLNLS (noncurrent).

How to interpret differences

Flows cover the selected income window. Balance-sheet amounts, members and staffing are as of the filing date.

Published FDIC references use the regulator's own averaging, annualization and adjustments; the convention selector changes FORFI calculations only. Source-provided averages are used when available; endpoint fallbacks are labeled estimates.

Missing inputs remain unavailable. Credit-union margins use average assets and are not comparable with bank margins over earning assets.

AFS + HTM securities exclude deposits at other institutions. Broader investment totals may overlap cash; do not add them to cash without reconciling components.

Regulatory source definitions

Filing imported 2026-09-25T00:32:31.073937+00:00. Separate reference provenance is included in the export.

FDIC public data · Q2 2026 · Monetary values normalized to USD · View provider