Finvest
IBOC Banks · Regional bank · Border economy · Deposit funded · Thesis updated July 3, 2026

Funding costs are finally turning for IBOC

01 Running thesis

The rate headwind is easing

The case for IBOC has turned more positive. The key reason is simple: the bank is paying less to fund itself. Interest expense fell to $49.0 million in Q1 2026, down for the third quarter in a row from a Q3 2025 peak of $54.5 million.

That matters because banks live on spread. Net interest margin means the gap between what a bank earns on loans and securities and what it pays for deposits and other funding. When funding costs fall, that spread can improve, which can lift earnings even without fast loan growth.

The bull case is now cleaner. Q1 2026 net income was $102.2 million, up 5.5% from $96.9 million in the same quarter of 2025. If the Federal Reserve cuts rates, and if deposit costs keep falling, IBOC could see a stronger earnings tailwind.

The bear case has not gone away. A new jump in deposit competition could push interest expense back up. A weak economy in IBOC's border markets could also hurt loan quality. The page view is positive, but not priced as a free win.

May 2026Q1 2026 strengthened the bull case. Net income rose 5.5% year over year, and interest expense fell to $49.0 million for the third straight quarterly decline.
Feb 2026The 2025 10-K did not change the core view. It kept the same business mix and repeated the key fintech, AI, and digital asset risks.
Nov 2025Q3 2025 showed earnings growth despite high funding costs. Interest expense remained high but started to ease sequentially.
Aug 2025Q2 2025 showed that the earlier hope for a funding cost peak was early. Management said higher deposit rates were still hurting net interest income.
May 2025Q1 2025 gave the first sign that interest expense might be stabilizing. Net income and revenue were down sequentially but still grew year over year.
Feb 2025The 2024 10-K added clearer long-term technology risks. Management named AI, fintech, cryptocurrency, and blockchain as competitive threats.
Nov 2024Q3 2024 confirmed pressure on net interest income. Rising deposit costs and lower average balances in loans and securities hurt revenue.
Aug 2024The initial view framed IBOC as a traditional deposit-funded bank. The main risks were rate changes and the health of the U.S.-Mexico border economy.
02 Business model

A spread bank with fee add-ons

IBOC is a bank holding company. It takes deposits from customers, then uses that money to make loans and buy investment securities. The bank earns interest on those assets and pays interest on many deposits.

Most revenue comes from interest income. For the six months ended June 30, 2024, interest income made up about 87% of total revenue, while non-interest income made up about 13%. That mix shows how much the business depends on rates, deposit costs, and loan demand.

The funding base is central. As of June 30, 2024, total deposits were $12.0 billion, including non-interest-bearing demand deposits, savings and interest-bearing demand accounts, and time deposits. Cheap and sticky deposits are a major advantage when rates move lower.

The model breaks when depositors demand higher rates faster than asset yields rise, or when borrowers stop paying. That is why the current fall in interest expense is so important to the thesis.

03 Product portfolio

Loans, securities, deposits, fees

Cash cow

Loan portfolio

Loans are the largest earning asset class. They produce interest income, but they also carry credit risk if borrowers weaken.

Steady

Investment securities

The securities portfolio is mainly debt securities. It adds interest income and liquidity, but its value and yield move with rates.

Cash cow

Non-interest-bearing demand deposits

These deposits are valuable because the bank does not pay interest on them. They help protect margins when funding costs rise elsewhere.

Steady

Savings, interest-bearing demand, and time deposits

These accounts fund loans and securities, but they can become more expensive when customers shop for higher rates.

Steady

Service fees and financial product income

Fees are a smaller revenue stream than interest income. They still help diversify the bank away from pure spread income.

04 Business segments

No formal segment split

Interest income87%modest
Non-interest income13%flat

IBOC reports consolidated results rather than formal operating segments. The mix shown uses the six months ended June 30, 2024, when interest income was about 87% of total revenue and non-interest income was about 13%.

05 Risk factors

What could still break

Deposit costs rise again

High impact · Medium odds

The bull case depends on lower funding costs. Interest expense has fallen for three straight quarters, but that can reverse if depositors demand higher rates or competitors bid hard for money.

We watchQuarterly interest expense and management comments on deposit pricing.

Border economy credit shock

High impact · Medium odds

IBOC has meaningful exposure to the U.S.-Mexico border economy. A local slowdown, trade shock, or borrower stress could raise credit losses and slow loan growth.

We watchNet charge-offs, nonperforming loans, and commentary about border market conditions.

Loan growth stays soft

Medium impact · Medium odds

Lower deposit costs help margins, but earnings can still stall if loan balances do not grow. The best version of the bull case needs cheaper funding to support more profitable lending.

We watchQuarter-over-quarter loan balances and loan yield trends.

AI and fintech gap

Medium impact · Medium odds

IBOC says it could fall behind if it cannot adopt AI-driven technology as fast as peers, larger banks, or fintech companies. That risk matters because customers may expect faster, smarter digital banking tools.

We watchTechnology spending, digital banking updates, and customer growth in younger accounts.

Crypto and blockchain disruption

Medium impact · Low odds

The company warns that friendlier rules for digital assets could reduce demand for some traditional banking services. This is a longer-term risk, but it is now named by management.

We watchRegulatory changes for digital assets and any shift in deposit or payment behavior.

Price outruns earnings

Medium impact · Medium odds

The thesis has improved, but growth is still not explosive. If investors price in a full margin recovery before earnings prove it, the stock could disappoint even if the bank performs reasonably well.

We watchWhether net income growth stays above the Q1 2026 year-over-year pace of 5.5%.
06 Quick answers

In one breath

What does International Bancshares Corporation do?

IBOC owns banks that take deposits, make loans, buy securities, and collect service fees. Most of its revenue comes from interest earned on loans and securities.

Why does interest expense matter so much for IBOC?

Interest expense is what the bank pays to fund itself, mainly through deposits. When that cost falls, the bank can keep more of the interest it earns on loans and securities.

What is the main bull case for IBOC?

The bull case is that funding costs have peaked and are now falling. If that trend continues, IBOC's net interest margin and earnings power could improve.

What is the biggest risk for IBOC?

The biggest near-term risk is a reversal in deposit costs or a credit shock in its U.S.-Mexico border markets. Longer term, the bank also faces technology, fintech, and digital asset competition.