Credit Union Performance Trends: Q2 FY 2025

“In today’s rapidly evolving financial landscape, staying informed is more critical than ever. This report offers a clear, data-driven view of the trends shaping credit unions of all sizes—from emerging credit unions to those with billions in assets. By analyzing recent performance metrics and providing actionable insights, we aim to empower credit union leaders to make strategic decisions with confidence. Whether you’re navigating growth, managing risk, or planning for the future, this report is a valuable resource to support your journey.”

– Chad Garber, National Credit Union Industry Leader

What You’ll Find in the Q2 FY 2025 Report

• Tailored Benchmarking Data: Gain clarity with data segmented by total asset size so you can benchmark against peers and spot emerging trends specific to your credit union’s size.
• In-Depth Metrics: Understand key metrics for loan growth, loan portfolio composition, loan yields, and more in a last-four-quarters-and-last-four-years format to help better see trends.

Stay Ahead of the Curve

Forvis Mazars understands that credit union professionals need access to relevant peer data to help assess their credit union’s performance. While this quarter’s report includes the data appendix only, stay tuned for a detailed analysis for deeper perspectives on these metrics in our upcoming Q3 FY 2025 report.

We’re pleased to offer you a complimentary, customized report featuring your credit union’s unique performance metrics—allowing you to see how you stack up against credit unions of similar size.

Download your complimentary copy of this appendix-only report today to better understand recent performance trends, the potential effects they may have on your credit union, and how you can receive your own personalized benchmarking report!

In addition, be sure to check the box to receive future notifications on this report, so you don’t miss the next one! To view all of our performance trends reports, click here.