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What is the Texas Ratio and how do you read it?

By Editorial team · 2026-06-20

In short: The Texas Ratio = nonperforming assets ÷ (equity + loan-loss reserves). A low number is healthy; a value approaching 100% means problem assets roughly equal the cushion behind them — historically a stress signal, though classification quirks mean it should never be read alone.

The Texas Ratio is one of the oldest and simplest gauges of bank stress. It answers a single question: how big is a bank’s pile of problem assets compared with the capital and reserves it has to absorb them?

The formula

We compute it from public FDIC call-report fields:

Texas Ratio = nonperforming assets ÷ (total equity + loan-loss allowance) × 100

The numerator is loans that are 90+ days past due or in nonaccrual, plus repossessed real estate. The denominator is the equity and loan-loss reserves that stand between those problem assets and depositors. A lower ratio is healthier.

How to read the value

Texas RatioPlain-language read
Under 10%Very low problem-asset load relative to the cushion
10% – 30%Modest; common and usually unremarkable
30% – 70%Elevated — understand why, alongside capital and earnings
70% – 100%+Historically a stress zone

Among the largest US banks on the Q1 2026 FDIC call report, the four biggest all sit comfortably low: JPMorgan Chase at 3.75%, Bank of America at 3.89%, Citibank at 2.88% and Wells Fargo at 6.43%. You can see the full lowest-Texas-Ratio ranking and the highest-Texas-Ratio ranking.

Where it breaks down

The ratio is only as good as the asset classification behind it. Some past-due assets are government-guaranteed or fully collateralised, so a high ratio doesn’t always mean high risk — a bank heavy in guaranteed student or government loans can show an inflated number. It also uses a single quarterly snapshot and treats all problem assets as equally risky.

That’s why our A–F grade blends the Texas Ratio with capital ratios, the nonperforming-asset ratio and return on assets rather than leaning on any one number. Read more in the full Texas Ratio explainer, or check a specific bank.

Informational only — not financial advice or a solvency opinion. FDIC insurance protects deposits up to $250,000 per depositor, per bank, per ownership category. Source: FDIC BankFind Suite, Q1 2026.

Frequently asked questions

What is a bad Texas Ratio?

There's no hard cutoff, but a ratio approaching 100% is the classic danger zone because problem assets then roughly equal the equity and reserves behind them. Most healthy large banks sit in the low single digits to low double digits.

Why is it called the Texas Ratio?

Analysts coined it during the 1980s Texas banking and savings-and-loan crisis, where it reliably flagged institutions that went on to fail.

Does a high Texas Ratio mean my deposits are at risk?

No. Insured deposits are protected by the FDIC up to $250,000 per depositor, per bank, per ownership category regardless of any ratio. The Texas Ratio describes balance-sheet stress, not whether your covered money is safe.

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Last updated: 2026-06-20