v3.26.1
Segment Information
3 Months Ended
Mar. 31, 2026
Segment Information  
Segment Information

Note 17:   Segment Information

The Company’s three reportable business segments are defined as Multi-family Mortgage Banking, Mortgage Warehousing, and Banking. The reportable business segments are consistent with the internal reporting and evaluation of the principal lines of business of the Company. The Multi-family Mortgage Banking segment originates and services government sponsored mortgages for multi-family and healthcare facilities. It is also a fully integrated syndicator of low-income housing tax credit and debt funds. The Mortgage Warehousing segment funds agency eligible residential loans from the date of origination or purchase, until the date of sale in the secondary market, as well as commercial loans to non-depository financial institutions. The Banking segment provides a wide range of financial products and services to consumers and businesses, including retail banking, commercial, jumbo, and agricultural lending, retail and correspondent residential mortgage banking, and SBA lending. The Other segment includes general and administrative expenses that provide services to all segments; internal funds transfer pricing offsets resulting from allocations to/from the other segments, certain elimination entries and investments in qualified affordable housing limited partnerships or LLCs and certain debt funds. All operations are domestic.

Transactions between segments consist primarily of borrowed funds and overhead expense sharing. Intersegment interest expense is allocated to the Mortgage Warehousing and Banking segments based on Merchants Bank’s cost of funds. The provision for credit losses is allocated based on information included in our ACL-Loans analysis and specific loan data for each segment.

The Company’s segments diversify the net income of Merchants Bank and provide synergies across the segments. Strategic opportunities come from MCC and MCS, where loans are funded by the Banking segment and the Banking segment provides Ginnie Mae custodial services to MCC and MCS. Low-income tax credit syndication and debt fund offerings complement the lending activities of new and existing multi-family mortgage customers. The securities available for sale and held to maturity funded by MCC custodial deposits or purchases of securitized loans originated by MCC are pledged to the FHLB to provide borrowing capacity during periods of high residential loan volume for Mortgage Warehousing. Mortgage Warehousing provides leads to Correspondent Lending in the Banking segment. Retail and commercial customers provide cross selling opportunities within the Banking segment. Merchants Mortgage is a risk mitigant to Mortgage Warehousing because it provides the Company with a ready platform to sell or

refinance the underlying collateral to secure repayment. These and other synergies form a part of the Company’s strategic plan.

The reportable business segments are strategic business units that offer distinct, but complimentary, products and services. Due to the specialized nature of each segment and different resource requirements, they are managed separately. The accounting policies of the segments are the same as those described in the summary of significant accounting policies. See Note 1: Basis of Presentation.

The Company’s CODM is the president and chief operating officer. The CODM evaluates performance for all reportable segments based on net interest income, noninterest income, noninterest expense, salary and employee benefits, and net income (loss). The CODM uses the above-mentioned metrics, along with total assets, in deciding how to allocate capital as well as human and financial resources among the segments. Major decisions are also made with input from segment leadership, the Board, and various management committees, as appropriate.

The tables below present selected business segment financial information for the three months ended March 31, 2026 and 2025.

Multi-family

  ​ ​ ​

 

Mortgage 

Mortgage

 

  ​ ​ ​

Banking

  ​ ​ ​

Warehousing

  ​ ​ ​

Banking

  ​ ​ ​

Other

  ​ ​ ​

Total

(In thousands)

Three Months Ended March 31, 2026

Interest income

$

1,062

$

100,646

$

165,158

$

3,645

 

$

270,511

Interest expense

 

20

 

62,079

 

80,526

 

(762)

 

 

141,863

Net interest income

 

1,042

 

38,567

 

84,632

 

4,407

 

 

128,648

Provision for credit losses

 

(7)

 

(707)

 

16,013

 

 

 

15,299

Net interest income after provision for credit losses

 

1,049

 

39,274

 

68,619

 

4,407

 

 

113,349

Noninterest income

 

39,089

 

4,321

 

6,282

 

(3,093)

 

 

46,599

Noninterest expense

Salaries and employee benefits

 

20,976

 

1,968

6,753

 

8,868

 

 

38,565

Other noninterest expense

 

4,652

 

5,918

 

20,996

 

5,511

 

 

37,077

Total noninterest expense

 

25,628

 

7,886

 

27,749

 

14,379

 

 

75,642

Income (loss) before income taxes

 

14,510

 

35,709

 

47,152

 

(13,065)

 

 

84,306

Income taxes

 

3,496

 

7,061

 

9,172

 

(3,155)

 

 

16,574

Net income (loss)

$

11,014

$

28,648

$

37,980

$

(9,910)

 

$

67,732

Total assets

$

522,976

$

8,544,107

$

10,850,657

$

404,042

 

$

20,321,782

Significant non-cash items:

Included in other noninterest income:

Servicing rights fair value adjustments

$

7,379

$

$

1,559

$

 

$

8,938

Derivative fair value adjustments

2,696

2,696

Multi-family

 

Mortgage 

Mortgage

 

  ​ ​ ​

Banking

  ​ ​ ​

Warehousing

  ​ ​ ​

Banking

  ​ ​ ​

Other

  ​ ​ ​

Total

(In thousands)

Three Months Ended March 31, 2025

Interest income

$

1,180

$

86,117

$

196,044

$

3,863

 

$

287,204

Interest expense

 

20

 

57,669

 

108,107

 

(788)

 

 

165,008

Net interest income

 

1,160

 

28,448

 

87,937

 

4,651

 

 

122,196

Provision for credit losses

 

(48)

 

(426)

 

8,201

 

 

 

7,727

Net interest income after provision for credit losses

 

1,208

 

28,874

 

79,736

 

4,651

 

 

114,469

Noninterest income

 

28,896

 

(740)

 

(1,067)

 

(3,396)

 

 

23,693

Noninterest expense

Salaries and employee benefits

 

20,928

 

1,977

 

6,479

 

7,035

 

 

36,419

Other noninterest expense

 

3,632

 

6,044

 

10,831

 

4,738

 

 

25,245

Total noninterest expense

 

24,560

 

8,021

 

17,310

 

11,773

 

 

61,664

Income (loss) before income taxes

 

5,544

 

20,113

 

61,359

 

(10,518)

 

 

76,498

Income taxes

 

2,131

 

4,715

 

14,252

 

(2,839)

 

 

18,259

Net income (loss)

$

3,413

$

15,398

$

47,107

$

(7,679)

 

$

58,239

Total assets

$

460,441

$

5,902,165

$

12,002,564

$

432,630

 

$

18,797,800

Significant non-cash items:

Included in other noninterest income:

Servicing rights fair value adjustments

$

449

$

$

(1,203)

$

 

$

(754)

Derivative fair value adjustments

(2,258)

(2,258)