Loan Analysis VA 2025 Q4

Navy Federal Credit Union Posts 5.8% Loan Gain, Outperforming Industry

Navy Federal Credit Union (5536) reports +5.8% YoY loan growth in 2025 Q4, with 85.6% loan-to-share ratio and 1.97% delinquency rate.

By Cassandra Troy · Finleet CU Intelligence
2026-03-14

Navy Federal Credit Union (5536) reported $142.62B in total loans and leases at the end of 2025 Q4, an increase of $7.78B (+5.8%) year-over-year. The credit union's delinquency rate stands at 1.97%.

With a 85.6% loan-to-share ratio, Navy Federal Credit Union is deploying member deposits aggressively into loans.

Loan Portfolio Composition

Loan TypeBalance% of PortfolioYoY
Used Vehicle$18.04B12.7%+2.1%
New Vehicle$14.97B10.5%-0.1%

Quarterly Trends

PeriodTotal LoansQoQTotal Assets
2024 Q1$125.52B$178.03B
2024 Q2$128.77B+2.6%$177.69B
2024 Q3$131.92B+2.4%$180.81B
2024 Q4$134.83B+2.2%$180.81B
2025 Q1$135.28B+0.3%$190.24B
2025 Q2$137.81B+1.9%$191.78B
2025 Q3$140.19B+1.7%$194.18B
2025 Q4$142.62B+1.7%$197.17B
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FINLEET VERIFIED Intelligence Standard
Source: NCUA 5300 Call Reports (2025 Q4) · Analysis: Finleet Verified Intelligence · All figures derived from regulatory filings. No estimates or projections.

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