v3.26.1
Note 4 - Mortgage Servicing Rights
6 Months Ended
Jun. 30, 2026
Notes to Financial Statements  
Transfers and Servicing of Financial Assets [Text Block]

NOTE 4 MORTGAGE SERVICING RIGHTS

 

Loans serviced for others are not included on the Consolidated Balance Sheets. The unpaid principal balance of residential mortgage loans serviced for others was $1.71 billion and $1.67 billion at  June 30, 2026 and  December 31, 2025, respectively. Custodial escrow balances maintained in connection with loans serviced for others were $12.1 million and $10.9 million at  June 30, 2026 and  December 31, 2025, respectively.

 

The following table summarizes MSRs activity at or for the dates indicated:

 

 

 

At or For the Three Months Ended

 

 

 

June 30,

 

 

 

2026

 

 

2025

 

Beginning balance, at the lower of cost or fair value

 

$8,676

 

 

$8,926

 

Additions

 

 

949

 

 

 

424

 

MSRs amortized

 

 

(717)

 

 

 

(660)

Recovery of MSRs

 

 

4

 

 

 

(38)

Ending balance, at the lower of cost or fair value

 

$8,912

 

 

$8,652

 

 

 

 

At or For the Six Months Ended

 

 

 

June 30,

 

 

 

2026

 

 

2025

 

Beginning balance, at the lower of cost or fair value

 

$8,608

 

 

$9,204

 

Additions

 

 

1,815

 

 

 

732

 

MSRs amortized

 

 

(1,570)

 

 

 

(1,255)

Recovery (impairment) of MSRs

 

 

59

 

 

 

(29)

Ending balance, at the lower of cost or fair value

 

$8,912

 

 

$8,652

 

 

The fair value of the MSRs assets was $23.2 million and $21.8 million at  June 30, 2026 and  December 31, 2025, respectively.  Fair value adjustments to MSRs are mainly due to market-based assumptions associated with discounted cash flows, loan prepayment speeds, and changes in interest rates.  A significant change in prepayments of the loans in the MSRs portfolio could result in significant changes in the valuation adjustments, thus creating potential volatility in the carrying amount of MSRs.

 

Key economic assumptions used in estimating the current fair value of single-family MSRs are presented in the table below. The table also presents the sensitivity of the fair value of the MSR portfolio to adverse changes in key valuation assumptions. Two sets of sensitivities are provided: (i) prepayment sensitivity, reflecting the impact of 10% and 20% adverse changes in prepayment speeds while holding the discount rate constant; and (ii) discount rate sensitivity, reflecting the impact of 10% and 20% adverse changes in the discount rate while holding the prepayment assumption constant.

 

 

 

June 30,

 

 

December 31,

 

 

 

2026

 

 

2025

 

Aggregate portfolio principal balance

 

$

1,706,939

 

 

$

1,673,501

 

Weighted average rate of loans in MSRs portfolio

 

 

4.5

%

 

 

4.4

%

Fair value MSRs

 

$

23,202

 

 

$

21,800

 

Weighted average life in years

 

 

7.9

 

 

 

7.7

 

Weighted average constant prepayment rate

 

 

7.9

%

 

 

8.5

%

Decline in fair value from 10% adverse change (prepayment)

 

$

761

 

 

$

736

 

Decline in fair value from 20% adverse change (prepayment)

 

$

1,185

 

 

$

1,253

 

Effective discount rate

 

 

9.1

%

 

 

9.1

%

Decline in fair value from 10% adverse change (discount rate)

 

$

970

 

 

$

899

 

Decline in fair value from 20% adverse change (discount rate)

 

$

1,868

 

 

$

1,730

 

 

These sensitivities are hypothetical and should be used with caution, as the table above demonstrates that the estimated fair value of MSRs is highly sensitive to changes in key assumptions. For example, actual prepayment experience may differ and any difference may have a material effect on the fair value of MSRs. Changes in fair value resulting from changes in assumptions generally cannot be extrapolated because the relationship of the change in the assumption to the change in fair value may not be linear. Also, in this table, the effects of a variation in a particular assumption on the fair value of MSRs are calculated without changing any other assumption; in reality, changes in one factor may be associated with changes in another (for example, decreases in market interest rates may provide an incentive to refinance, however, this may also indicate a slowing economy and an increase in the unemployment rate, which reduces the number of borrowers who qualify for refinancing), which may magnify or counteract the sensitivities. Thus, any measurement of the fair value of MSRs is limited by the conditions existing and assumptions made at a particular point in time. Those assumptions may not be appropriate if they are applied to a different time.

 

The Company recorded $1.1 million for gross contractually specified servicing fees, late fees, and other ancillary fees resulting from servicing of loans for both the three months ended  June 30, 2026 and 2025, and $2.3 million and $2.2 million for the six months ended  June 30, 2026 and 2025, respectively. The related income, net of amortization of MSRs, is reported in “Service charges and fee income” on the Consolidated Statements of Income.