Home BancShares, Inc. (NYSE:HOMB) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Seven analysts have given Home BancShares, Inc. (NYSE:HOMB) a consensus "Moderate Buy" rating, with an average one-year price target of $32.60. The company recently reported quarterly earnings of $0.60 EPS, meeting estimates, and revenue of $282.09 million, exceeding expectations and showing a 9.2% year-over-year increase. Home BancShares also declared a quarterly dividend of $0.21, translating to an annual yield of 2.9%.
HOMB: Stable Credit Costs And Loan Trends Will Support Future Earnings
Analyst views on Home Bancshares (HOMB) are mixed but generally steady, with analysts adjusting price targets due to updated expectations for regional bank fundamentals and loan trends. Bullish outlooks cite stable regional bank performance and potential for strengthening loan growth, while bearish views express caution regarding upside potential if loan and revenue growth don't meet aggressive forecasts, aligning the bank with regional peers rather than an outperformance. The company recently repurchased shares, reported reduced net loans charged off, and expressed interest in future acquisitions, with its fair value remaining unchanged at $33.14.
3 Reasons to Sell HOMB and 1 Stock to Buy Instead
This article argues against investing in Home Bancshares (HOMB), citing its disappointing long-term revenue growth, soft net interest income, and barely growing EPS. The author suggests that despite a fair valuation, the company lacks strong prospects and recommends considering alternative investments from a curated list of "High Quality" stocks that have shown significant market-beating returns.
(HOMB) Risk Channels and Responsive Allocation
The article analyzes Home Bancshares Inc. (NASDAQ: HOMB), highlighting conflicting sentiment across different time horizons and suggesting choppy market conditions. It details a short setup with a 17.0:1 risk-reward ratio and provides three institutional trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strength, support, and resistance levels for the stock.
This Insider Has Just Sold Shares In Home Bancshares (Conway AR)
An independent director at Home Bancshares (Conway AR), James Hinkle, recently sold shares worth US$908k, though this only represents 5.6% of his total holdings. Over the past year, insiders have shown more selling activity than buying, with the largest sale being by Co-Founder John Allison for US$3.3m. Despite these sales, the company maintains high insider ownership (6.5%), is profitable, and growing, but the pattern of insider selling could be a point of hesitation for investors.
This Insider Has Just Sold Shares In Home Bancshares (Conway AR)
An independent director at Home Bancshares recently sold shares worth US$908k, though this only represents a small portion of their total holdings. While another significant insider sale occurred at a similar price in the last year, the company's high insider ownership, profitability, and profit growth are seen as positive indicators despite the absence of recent insider stock purchases.
Home BancShares’ Capital Discipline Opens the Door to Expansion
John Allison, Chairman and CEO of Home BancShares, is leveraging the bank's significant capital reserves to acquire Mountain Commerce Bancorp Inc., based in Knoxville, Tennessee. This acquisition, valued at $150 million in an all-stock transaction, is set to expand Home BancShares' presence into the high-growth Knoxville market, with Mountain Commerce's seven branches rebranding as Centennial Bank. Allison's strategic decision to prioritize capital preservation in recent years, especially during a period of bank failures, positioned Home BancShares to "play offense" and capitalize on growth opportunities like this triple-accretive deal, which is expected to increase earnings per share and other valuation metrics.
Home BancShares announces merger with Mountain Commerce Bancorp
Home BancShares, the parent company of Centennial Bank, has announced a definitive merger agreement with Mountain Commerce Bancorp, the holding company for Mountain Commerce Bank. This strategic acquisition will expand Centennial Bank's market presence in eastern Tennessee, with Mountain Commerce Bancorp's operations being merged into Centennial Bank. The transaction is valued at approximately $200 million and is expected to close in the second quarter of 2026.
A Look At Home Bancshares (HOMB) Valuation As Recent Share Price Momentum Draws Attention
Home Bancshares (HOMB) has garnered attention due to recent positive trading performance and an indicated intrinsic discount of 41.16%. The company, trading at $30.59, is considered modestly undervalued with a narrative fair value of $33.14, supported by strong credit risk management and asset quality. While its P/E ratio of 12.6x is slightly above its fair ratio and the US Banks industry average, analysts highlight its resilience and potential for future growth.
Home BancShares (NYSE:HOMB) Downgraded to "Sell" Rating by Wall Street Zen
Wall Street Zen has downgraded Home BancShares (NYSE:HOMB) from a "hold" to a "sell" rating, despite the broader analyst consensus typically being more positive with an average "Moderate Buy" rating and a $32.60 target price. The company recently reported quarterly earnings of $0.60 EPS, meeting estimates, and revenue of $282.09 million, exceeding expectations and showing a 9.2% year-over-year increase. Insider activity includes a director selling 5,563 shares, while institutional investors hold approximately 67.3% of the stock.
Insider Selling: Home BancShares (NYSE:HOMB) Director Sells 5,563 Shares of Stock
Donna Townsell, a director at Home BancShares (NYSE:HOMB), sold 5,563 shares of the company's stock on January 28th, reducing her stake by 2.48%. The sale was valued at $157,877.94, with shares trading at an average price of $28.38. This transaction follows the company's Q1 earnings report, where it met EPS estimates and beat revenue forecasts, leading to a slight increase in share price.
Home Bancshares director Townsell sells $157k in stock
Donna Townsell, Director of Investor Relations at Home Bancshares Inc (NYSE:HOMB), sold 5,563 shares of company stock for $157,877 on January 28, 2026. Following the sale, Townsell still directly and indirectly owns a significant number of shares, and the company maintains a strong financial position with a consistent dividend history and positive analyst outlook. Recent Q4 2025 earnings also surpassed revenue forecasts, and Piper Sandler raised its price target for the stock.
Y Intercept Hong Kong Ltd Increases Position in Home BancShares, Inc. $HOMB
Y Intercept Hong Kong Ltd significantly increased its stake in Home BancShares, Inc. by 490.2%, now owning 77,379 shares valued at $2.19 million. This move is part of a broader trend of high institutional ownership in Home BancShares, with firms like American Century and Norges Bank also holding substantial positions. The financial services provider recently reported strong Q3 earnings, meeting EPS estimates and exceeding revenue projections, alongside declaring a quarterly dividend of $0.21 per share.
Home BancShares, Inc. (NYSE:HOMB) Receives Average Rating of "Moderate Buy" from Brokerages
Home BancShares, Inc. (NYSE:HOMB) has received a consensus "Moderate Buy" rating from seven analysts, with an average 12-month price target of $32.60. The company recently reported in-line earnings per share of $0.60 and revenue of $282.1 million, beating estimates, and announced a quarterly dividend of $0.21. Institutional investors have notably increased their stakes in HOMB.
Home BancShares Adds Another Allison to Its Board
Home BancShares Inc. of Conway has appointed John W. Allison II, son of the current chair and CEO John W. Allison, to its board of directors. The younger Allison holds a significant number of shares in the company, valued at approximately $18 million directly and additional shares indirectly. This appointment comes as Home BancShares reported strong financial results for the fourth quarter and full year of 2025, with record net income.
What Home Bancshares (Conway AR) (HOMB)'s Strong Q4, Buybacks and Lower Charge‑Offs Mean For Shareholders
Home BancShares (HOMB) reported strong Q4 2025 results with higher net interest income and net income, significantly reduced net loan charge-offs, and completed a $604.83 million buyback program. These developments support the bank's conservative lending narrative but also raise questions about governance due to a new board appointment. While the stock has seen positive movement, its valuation remains a point of contention among investors, with fair value estimates varying.
What Home Bancshares (Conway AR) (HOMB)'s Strong Q4, Buybacks and Lower Charge‑Offs Mean For Shareholders
Home BancShares, Inc. (HOMB) recently reported strong Q4 2025 results, including higher net interest income and net income, along with a regular dividend. The report also highlighted significantly lower net loan charge-offs and the completion of a substantial buyback program, which are influencing its investment narrative. While the bank is seen as a conservative lender, questions regarding its valuation and governance, particularly a new board appointment, remain relevant for investors.
A Look At Home Bancshares (HOMB) Valuation After Recent Share Price Softness
Home Bancshares (HOMB) shares recently closed at $28.35, showing a modest loss over the past year despite positive long-term returns. The stock has a value score of 5 and an indicated intrinsic discount of about 44%, with Simply Wall St's model suggesting a fair value of $33.13, indicating it is undervalued. This valuation is supported by consistent investment in specialized lending, increased non-interest income, and enhanced digital banking, though reliance on acquisitions and concentrated loan exposure present potential risks.
Arkansas bank Home BancShares to pay $0.21 a share on Mar. 4
Home BancShares (NYSE: HOMB) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.21 per share. This dividend is payable on March 4, 2026, to shareholders of record as of February 11, 2026, and is consistent with the dividend paid in the fourth quarter of 2025. The announcement saw a mild negative market reaction, with HOMB declining 0.41% on the day it was published.
Vest Financial LLC Has $3.79 Million Stake in Home BancShares, Inc. $HOMB
Vest Financial LLC significantly increased its stake in Home BancShares, Inc. (NYSE:HOMB) by 82.9% in Q3, holding shares valued at $3.79 million. Home BancShares reported Q3 earnings per share of $0.60, meeting estimates, and revenue of $282.09 million, exceeding expectations and showing a 9.2% year-over-year increase. The company plans to pay a quarterly dividend of $0.21, and analysts generally rate the stock a "Moderate Buy" with an average price target of $32.60.
Home BancShares, Inc. Announces First Quarter Dividend
Home BancShares, Inc. (NYSE: HOMB), the parent company of Centennial Bank, has announced a regular quarterly cash dividend of $0.21 per share. This dividend is payable on March 4, 2026, to shareholders of record as of February 11, 2026, consistent with the previous quarter's dividend. Centennial Bank provides banking and financial services across Arkansas, Florida, Texas, South Alabama, and New York City.
Home BancShares, Inc. (NYSE:HOMB) to Issue Quarterly Dividend of $0.21
Home BancShares, Inc. (NYSE:HOMB) has declared a quarterly dividend of $0.21 per share, implying a 2.9% yield. The dividend is well-supported by earnings, with a payout ratio of approximately 36.4% and expectations of $2.23 in EPS next year. The company has a strong track record of increasing its dividend for 15 consecutive years, and recent quarterly results exceeded revenue expectations.
Home BancShares declares $0.21 quarterly dividend By Investing.com
Home BancShares, Inc. (NYSE:HOMB), the parent company of Centennial Bank, announced a regular quarterly cash dividend of $0.21 per share, payable on March 4, 2026, to shareholders of record as of February 11, 2026. This dividend amount is consistent with the previous quarter. The announcement follows the company's Q4 2025 earnings report, which met EPS expectations and surpassed revenue forecasts, leading Piper Sandler to raise its price target for HOMB.
Home BancShares declares $0.21 quarterly dividend By Investing.com
Home BancShares, Inc. (NYSE:HOMB) announced a quarterly cash dividend of $0.21 per share, maintaining the previous quarter's payout. The dividend is payable on March 4, 2026, to shareholders of record as of February 11, 2026. This announcement follows strong fourth-quarter 2025 earnings for the company, with Piper Sandler raising its price target to $35.00 and maintaining an Overweight rating due to "best in class" performance.
Home BancShares, Inc. Announces First Quarter Dividend
Home BancShares, Inc. announced a regular quarterly cash dividend of $0.21 per share, payable on March 4, 2026, to shareholders of record as of February 11, 2026. This dividend is consistent with the amount paid in the fourth quarter of 2025. The company, headquartered in Conway, Arkansas, operates Centennial Bank, providing various financial services across multiple states.
Home BancShares, Inc. Announces First Quarter Dividend
Home BancShares, Inc. (NYSE: HOMB) has announced a regular quarterly cash dividend of $0.21 per share. This dividend is payable on March 4, 2026, to shareholders of record as of February 11, 2026, and is consistent with the dividend paid in the fourth quarter of 2025. The company's subsidiary, Centennial Bank, operates in multiple states and New York City.
Home BancShares, Inc. Announces First Quarter Dividend
Home BancShares, Inc. declared a regular quarterly cash dividend of $0.21 per share, payable on March 4, 2026, to shareholders of record as of February 11, 2026. This dividend is consistent with the previous quarter. The company, headquartered in Conway, Arkansas, operates Centennial Bank, offering various financial services across multiple states.
Home BancShares (NYSE:HOMB) Upgraded to "Strong-Buy" at Zacks Research
Zacks Research has upgraded Home BancShares (NYSE:HOMB) to a "Strong-Buy" rating. The company received an overall "Moderate Buy" consensus from analysts, with an average target price of $32.60. Home BancShares recently met EPS estimates and exceeded revenue estimates, with strong profitability metrics, and institutional investors have significantly increased their holdings.
Home BancShares appoints John W. Allison II to board
Home BancShares (HOMB) has announced the appointment of John W. Allison II to its Board of Directors, effective January 16, 2026. John W. Allison II is the son of the current CEO and Chairman, John W. Allison. The board currently holds a "Buy" rating with a $35.00 price target from analysts, and TipRanks’ AI Analyst, Spark, rates HOMB as "Outperform" due to its solid financial performance and supportive valuation.
Home BancShares (NYSE:HOMB) Rating Increased to Hold at Wall Street Zen
Wall Street Zen has upgraded Home BancShares (NYSE:HOMB) from a "sell" to a "hold" rating, aligning it more closely with MarketBeat's consensus of "Moderate Buy" and a target price of $32.60. The company recently reported quarterly earnings of $0.60 EPS, meeting estimates, and revenue of $282.1M, exceeding expectations with a 9.2% year-over-year increase. Multiple analysts have reiterated ratings on HOMB, with price targets ranging up to $35.00, and institutional investors have adjusted their holdings.
Home Bancshares, Inc. (Conway, AR) (NYSE:HOMB) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Home Bancshares, Inc. (NYSE:HOMB) recently released its full-year results, showing revenues of US$1.1 billion and EPS of US$2.41, aligning with analyst estimates. However, analysts have slightly downgraded their 2026 EPS forecasts to US$2.37, while revenue forecasts remain at US$1.15 billion. The consensus price target for HOMB remains stable at US$33.25, but the projected revenue growth rate of 7.1% for 2026 is lower than the industry average of 8.9% and the company's historical 10% annual growth.
Home BancShares (HOMB) Sees Price Target Increase by Piper Sandl
Piper Sandler has increased its price target for Home BancShares (HOMB) from $34.00 to $35.00, while maintaining an "Overweight" rating. This decision was made by analyst Stephen Scouten on January 16, 2026. Home BancShares, operating through Centennial Bank, focuses on commercial and retail banking with an emphasis on growth through acquisitions and organic expansion, maintaining a strong position in commercial real estate loans.
Home Bancshares, Inc. (Conway, AR) (NYSE:HOMB) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Home Bancshares, Inc. (Conway, AR) released its latest annual results, showing revenues and EPS in line with analyst estimates. However, analysts have slightly downgraded their earnings per share forecasts for 2026, leading to a minor revision of future expectations despite the consensus price target remaining stable. The company's projected revenue growth is also expected to slow compared to its historical performance and the wider industry.
Home BancShares outlines triple-accretive Tennessee entry and targets further M&A in 2026
Home BancShares is planning to make a "triple-accretive" entry into the Tennessee market and aims for additional mergers and acquisitions (M&A) by 2026. This strategic move suggests a focus on expansion and growth through both organic means and external deals in the coming years.
Campbell & CO Investment Adviser LLC Decreases Stock Holdings in Home BancShares, Inc. $HOMB
Campbell & CO Investment Adviser LLC significantly reduced its stake in Home BancShares by 46% in Q3, selling 94,064 shares and ending with 110,616 shares valued at $3.13 million. Despite this, Home BancShares reported strong Q4 and record full-year results with increased revenue, improved margins, a raised dividend, and share repurchases. While the company faces increased credit provisions and a mixed analyst outlook, its consensus rating is a "Moderate Buy" with a target price of $32.83.
Earnings call transcript: Home BancShares Q4 2025 revenue beats forecast
Home BancShares reported strong Q4 2025 results, with EPS meeting expectations and revenue exceeding forecasts by 3.53%, reaching a record $1.09 billion for the full year. Despite an 18% increase in net profit, the stock saw a pre-market decline. The company also announced the acquisition of Mountain Commerce Bank, aiming for mid-single-digit loan growth and maintaining a net interest margin around 4.5% in 2026.
Home BancShares Inc (HOMB) Q4 2025 Earnings Call Highlights: Record Profits and Strategic Growth
Home BancShares Inc (HOMB) reported record net profits of over $475 million for 2025, an 18.2% increase from the previous year, with EPS up 20% to $2.41. The company achieved record revenue of $1.9 billion and a strong return on assets of 2.05%, alongside an efficiency ratio of 41.29%. Strategic moves include significant share repurchases and the promising acquisition of Mountain Commerce Bank, expected to be immediately accretive.
Earnings call transcript: Home BancShares Q4 2025 revenue beats forecast
Home BancShares reported strong Q4 2025 results, with EPS meeting expectations and revenue exceeding forecasts by 3.53%. Despite an 18% YoY increase in net profit and record annual revenue of $1.09 billion, the stock experienced a pre-market decline. The company also announced the upcoming acquisition of Mountain Commerce Bank and emphasized a disciplined growth strategy focused on shareholder value without dilution.
HOMB Delivers Another Strong Quarter: $400 Million Loan Growth, Sub-40% Efficiency Ratio & Robust Margin Drive 18% Year-Over-Year Income Increase and Annual ROA of 2.10%
Home BancShares, Inc. (HOMB) announced strong fourth-quarter and full-year 2025 results, reporting a record $475.4 million in annual income, an 18% increase year-over-year. Key drivers include a sub-40% efficiency ratio, $400.2 million in loan growth, and a robust net interest margin of 4.61%. The company also saw significant growth in diluted earnings per share (DEPS) and a reduction in shares outstanding, enhancing shareholder value.
Home Bancshares Inc (NYSE:HOMB) Posts Strong Sales
Home Bancshares Inc (NYSE:HOMB) reported strong fourth-quarter earnings, meeting expectations despite higher-than-anticipated revenue. The company achieved record annual income of $475.4 million, driven by significant loan growth of $400.2 million and an improved net interest margin of 4.61%. HOMB's stock rose 2.83% following the announcement, which also highlighted strong cost management, maintained credit quality, and a 5% dividend increase.
Home BancShares Reports Rising Q4 Income on Loan Growth, Lower Interest Expense
Home BancShares Inc. reported rising fourth-quarter and full-year net income for 2025, driven by significant loan growth and lower interest expenses. The company's net income for Q4 2025 was $118.2 million, up 17.5% from the previous year, with full-year net income reaching a record $475.4 million. Total loans receivable hit a record $15.69 billion, and total revenue exceeded analyst expectations.
Home BancShares posts record year after strong fourth quarter
Home BancShares Inc. achieved a record annual income of $475.4 million in 2025, an 18% increase from the previous year, driven by a strong fourth-quarter performance. The company reported a net income of $118.2 million for Q4 2025, exceeding analyst revenue estimates and meeting earnings per share expectations. Key factors contributing to this success include a low efficiency ratio, significant loan growth, and the resolution of a Texas lawsuit, with total assets and deposits also showing an increase.
Home BancShares posts record year after strong fourth quarter
Home BancShares Inc. concluded 2025 with record annual income of $475.4 million, an 18% increase from the previous year, driven by a strong fourth quarter performance. The Conway-based company reported a net income of $118.2 million for the quarter, surpassing analyst predictions for revenue and meeting earnings per share estimates. This financial success was attributed to operational excellence, loan growth, and the resolution of a Texas lawsuit, with total assets reaching $22.88 billion by year-end.
Home Bancshares (NYSE:HOMB) Surprises With Q4 CY2025 Sales
Home Bancshares (NYSE:HOMB) reported better-than-expected Q4 CY2025 revenue, which increased 7.6% year-on-year to $282.1 million, while its non-GAAP EPS was in line with analyst estimates at $0.60 per share. The company achieved record annual income of $475.4 million, driven by strong fourth-quarter results including a sub-40% efficiency ratio and significant loan growth. Despite strong recent performance, the article notes that the company's long-term sales growth and projected tangible book value per share growth are considered mediocre compared to benchmarks.
Home BancShares: Fourth Quarter Earnings Overview
Home BancShares Inc. has announced its financial results for the fourth quarter, reporting a net income of $118.2 million and earnings of $0.60 per share, which met analyst expectations. The total revenue for the quarter was $374.1 million, with net revenue after interest expenses reaching $282.1 million, surpassing analyst projections. For the full year, the company achieved a profit of $475.4 million on revenues of $1.09 billion.
Home BancShares (NYSE:HOMB) Posts Earnings Results, Meets Estimates
Home BancShares (NYSE:HOMB) reported quarterly earnings per share of $0.60, matching analyst consensus estimates. The company also announced an increase in its quarterly dividend to $0.21, resulting in an annualized dividend of $0.84 and a 2.9% yield. Following the earnings release, shares of HOMB rose by 1.9% to $28.61, and analysts maintain a "Moderate Buy" rating with a consensus price target of $32.83.
HOMB Delivers Another Strong Quarter: $400 Million Loan Growth, Sub-40% Efficiency Ratio & Robust Margin Drive 18% Year-Over-Year Income Increase and Annual ROA of 2.10%
Home BancShares, Inc. (HOMB) reported a strong fourth quarter and record annual income of $475.4 million for 2025, an 18% year-over-year increase. Key drivers included $400.2 million in loan growth, a sub-40% efficiency ratio, and a robust net interest margin, alongside the resolution of a Texas lawsuit. The company also saw significant improvements in diluted earnings per share and announced an upcoming acquisition of Mountain Commerce Bancshares, Inc.
Earnings Flash (HOMB) Home BancShares, Inc. Posts Q4 Adjusted EPS $0.60 per Share, vs. FactSet Est of $0.60
Home BancShares, Inc. (HOMB) reported Q4 adjusted earnings per share of $0.60, matching the FactSet estimate. This announcement signals a consistent financial performance for the company in the last quarter of the year. The article, primarily an earnings flash, provides a concise update on the company's recent financial results.
Home BancShares Inc (HOMB) Q4 2025 Earnings Report Preview: What To Expect
Home BancShares Inc (HOMB) is slated to release its Q4 2025 earnings on January 14, 2026, with consensus estimates predicting revenues of $272.73 million and earnings of $0.60 per share. Over the past 90 days, both revenue and earnings estimates for 2025 and 2026 have seen an upward revision. Analysts have set an average one-year price target of $33.25 for HOMB, indicating a potential 17.57% upside from its current price.
What To Expect From Home Bancshares's (HOMB) Q4 Earnings
Home Bancshares (HOMB) is set to release its Q4 earnings on Wednesday, with analysts expecting a 4.5% year-on-year revenue growth to $274 million and adjusted earnings of $0.60 per share. The company beat revenue expectations last quarter but has missed Wall Street's revenue estimates twice in the last two years. Investors are heading into earnings with a flat share price over the last month, and an average analyst price target of $33.13 against a current share price of $28.29.
