UNB UNION BANKSHARES INC

FY2024 10-K
Filed: Mar 25, 2025
Financials
State Commercial BanksSEC EDGAR

UNION BANKSHARES INC (UNB) filed its fiscal year 2024 10-K annual report with the SEC on Mar 25, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2024 10-K

Business Overview

  • Core business: Community banking through Union Bank providing retail, commercial, municipal banking, wealth management across 18 branches in northern VT and NH
  • Emphasis on digital delivery channels including mobile banking, online mortgage applications, and remote deposit capture expanded in 2024
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Management Discussion & Analysis

  • Revenue $48.1M net interest and $9.7M noninterest income, slight 1.4% net interest income growth, total net income $8.8M vs $11.3M in 2023
  • Operating margin (net interest margin) 2.77% vs 2.88%, net interest spread 2.30% vs 2.50%, efficiency ratio 77.62% vs 72.83%
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Risk Factors

  • Regulatory risk from CFPB's QM Rule under Dodd-Frank Act may limit loan types or increase costs, constraining growth and profitability
  • Geographic concentration with 41% commercial loans and real estate collateral in Vermont and New Hampshire exposes to regional economic and natural hazard risks
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Financial Summary
XBRL

Revenue

$68M

Net Income

$9M

Net Margin

12.9%

ROE

13.2%

Total Assets

$1.5B

EPS (Diluted)

$1.92

Operating Cash Flow

$12M

Source: XBRL data from UNION BANKSHARES INC FY2024 10-K filing on SEC EDGAR. All figures in USD.

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