CZWIMEDIUM SIGNALFINANCIAL10-K

Citizens Community Bancorp showed mixed financial performance with meaningful declines in operating cash flow offset by debt reduction and inclusion in the Russell 3000 Index.

The substantial decline in operating cash flow from $20.2M to $11.7M raises questions about the bank's operational efficiency and earnings quality, which investors should monitor closely. However, the company's inclusion in the Russell 3000 Index in June 2025 represents institutional recognition and could drive increased investment flows.

Comparing 2026-03-05 vs 2025-03-13View on EDGAR →
FINANCIAL ANALYSIS

The bank's financial profile presents a mixed picture with operating cash flow declining meaningfully while the company reduced total debt by 22% from $66.6M to $51.8M, demonstrating improved leverage metrics. Capital expenditures increased notably from $889K to $1.3M, and dividend payments grew modestly by 10% to $3.3M. The balance sheet remained relatively stable with total assets growing slightly to $1.782 billion and deposits expanding to $1.524 billion, though the sharp drop in operating cash generation warrants attention.

FINANCIAL STATEMENT CHANGES
Capital Expenditure
Cash Flow
+47.5%
$889K$1.3M

Capital expenditure jumped 47.5% — major investment cycle underway; assess returns on deployment.

Operating Cash Flow
Cash Flow
-42%
$20.2M$11.7M

Operating cash flow fell 42% — earnings quality concerns; investigate working capital changes and non-cash items.

Total Debt
Balance Sheet
-22.2%
$66.6M$51.8M

Debt reduced 22.2% — deleveraging strengthens balance sheet and reduces financial risk.

Dividends Paid
Cash Flow
+10.1%
$3.0M$3.3M

Dividend payments increased 10.1% — management confidence in sustained cash generation.

LANGUAGE CHANGES
NEW — 2026-03-05
PRIOR — 2025-03-13
ADDED
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 25 ITEM 7A.
At December 31, 2025, we had approximately $1.782 billion in total assets, $1.524 billion in deposits, and $187.9 million in equity.
Our total gross outstanding loans, before net deferred loan costs and unamortized discounts on acquired loans, as of December 31, 2025, were $1.343 billion, consisting of $1.074 billion in commercial/agricultural real estate loans, $139.3 million in C I/agricultural operating loans, $123.8 million in residential mortgage loans and $6.2 million in consumer installment loans.
At December 31, 2025, our total deposits were $1.524 billion including interest bearing deposits of $1.260 billion and non-interest bearing deposits of $0.264 billion.
On June 29, 2025, the FTSE selected Citizens Community Bancorp, Inc.
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REMOVED
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 24 ITEM 7A.
At December 31, 2024, we had approximately $1.749 billion in total assets, $1.488 billion in deposits, and $179.1 million in equity.
Our total gross outstanding loans, before net deferred loan costs and unamortized discounts on acquired loans, as of December 31, 2024, were $1.372 billion, consisting of $1.081 billion in commercial/agricultural real estate loans, $146.7 million in C I/agricultural operating loans, $135.3 million in residential mortgage loans and $9.0 million in consumer installment loans.
At December 31, 2024, our total deposits were $1.488 billion including interest bearing deposits of $1.235 billion and non-interest bearing deposits of $0.253 billion.
In addition, we are currently considered a non-accelerated filer and will maintain that status for so long as the Company s annual revenues are less than $100 million, and its public float is more than $75 million but less than $700 million.
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