Wall Street Zen Downgrades Hilltop (NYSE:HTH) to Sell
Wall Street Zen has downgraded Hilltop (NYSE:HTH) from a "hold" to a "sell" rating, despite a consensus "Moderate Buy" rating among other analysts with an average price target of $37.50. The company recently beat EPS estimates but missed on revenue, and insiders have sold a significant number of shares, reducing their ownership stakes.
Are Investors Undervaluing Hilltop Holdings (HTH) Right Now?
The article suggests that Hilltop Holdings (HTH) might be undervalued based on Zacks' analysis. HTH currently holds a Zacks Rank #1 (Strong Buy) and an "A" grade in the Value category, supported by its P/B ratio of 0.97 and P/S ratio of 1.41, both of which are favorable compared to industry averages. These metrics, combined with its earnings outlook, indicate HTH as a potentially strong value stock.
Did Hilltop’s 10-K and KBW Update Just Reframe HTH’s Bank, Broker-Dealer, and Mortgage Story?
Hilltop Holdings recently presented at the KBW 2026 Winter Financial Services Conference and filed its annual 10-K, detailing performance across its banking, broker-dealer, and mortgage operations. These disclosures, along with acquisition opportunities and analyst coverage, have clarified Hilltop's business mix and long-term position. While banking remains the core earnings engine, the company faces near-term tensions from rising credit costs and mortgage cyclicality.
Hilltop Holdings Q4 Improved Credit Quality Challenges Bearish Narratives On Loan Risk
Hilltop Holdings (HTH) reported Q4 FY 2025 revenues of US$322.1 million and EPS of US$0.69, with net income growing to US$165.6 million over the last year. Despite a five-year earnings decline, recent improvements in credit quality, including a reduction in non-performing loans, challenge bearish narratives, even as analysts predict future earnings declines. The stock's P/E ratio is above the industry average, and its DCF fair value is below the current market price, suggesting potential overvaluation concerns.
Hilltop Holdings Inc. SEC 10-K Report
Hilltop Holdings Inc. has released its 2025 Form 10-K report, detailing robust financial performance with increased total revenue, net interest income, and net income, alongside diluted EPS growth. The company operates through banking, broker-dealer, and mortgage origination segments, and has engaged in strategic initiatives such as debt management, divestitures, and stock repurchases. Hilltop also outlined its future outlook, focusing on organic growth and potential acquisitions, while addressing challenges like credit, cybersecurity, regulatory, and interest rate risks.
(HTH) Volatility Zones as Tactical Triggers
This article analyzes Hilltop Holdings Inc. (NYSE: HTH) using AI models to identify volatility zones and tactical triggers for trading. It highlights weak near-term sentiment and elevated downside risk while providing three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths and support/resistance levels for various holding periods.
Is It Too Late To Consider Hilltop Holdings (HTH) After Its Strong Share Price Run?
This article analyzes whether Hilltop Holdings (HTH) is still fairly priced after its recent share price increase. Using excess returns analysis and price-to-earnings ratios, the article suggests the stock may be overvalued by over 71% according to one model, and also appears overvalued when compared to industry averages and its proprietary "Fair Ratio." It encourages investors to build their own "Narratives" to assess value based on individual assumptions and risk tolerance.
Nearly 40,000 homebuyers rate PrimeLending top lender for satisfaction
PrimeLending has been recognized as the 2025 Best-in-Class Lender for Overall Satisfaction by MortgageCX, based on nearly 40,000 post-closing satisfaction surveys from homebuyers. The company also ranked first in six out of ten customer experience categories, including Loan Originators, Processors, Net Promoter Score, Online Tools, and Application Process. PrimeLending, a PlainsCapital Company, attributes this success to its focus on combining personal expertise with easy-to-use digital tools to simplify the mortgage process.
Hilltop Holdings Inc. (HTH) Hits Fresh High: Is There Still Room to Run?
Hilltop Holdings Inc. (HTH) recently hit a new 52-week high, with shares up 13.3% over the past month and 16.9% year-to-date. The company has consistently beaten earnings estimates, reporting $0.69 EPS against a $0.46 consensus in its last report. With a Zacks Rank of #1 (Strong Buy) and favorable style scores, HTH appears to have further room for growth, alongside industry peer Third Coast Bancshares, Inc. (TCBX).
Hilltop Holdings PrimeLending president sells $359k in stock By Investing.com
Steve B. Thompson, President and CEO of PrimeLending (a Hilltop Holdings Inc. NYSE:HTH subsidiary), sold 9,025 shares of common stock for $359,562 on February 6, 2026. This transaction follows strong financial results reported by Hilltop Holdings for Q4 2025, which surpassed analyst expectations, leading Keefe, Bruyette & Woods to raise its price target for the company.
Hilltop (NYSE:HTH) CEO Steve Thompson Sells 9,025 Shares
Hilltop (NYSE:HTH) CEO Steve Thompson sold 9,025 shares of the company's stock on February 6th, decreasing his stake by 8.95%. The sale was valued at $359,556.00 and occurred at an average price of $39.84 per share. The company recently reported better-than-expected Q4 EPS but missed revenue estimates, and also increased its quarterly dividend.
Hilltop Holdings PrimeLending president sells $359k in stock By Investing.com
Steve B. Thompson, President and CEO of Hilltop Holdings' PrimeLending, sold 9,025 shares of company stock for $359,562 on February 6, 2026. This transaction occurred after Hilltop Holdings reported strong financial results for Q4 2025, surpassing analyst expectations for EPS and revenue, leading to an increased price target from Keefe, Bruyette & Woods. Following the sale, Thompson still directly owns over 91,800 shares of the company.
Hilltop Holdings PrimeLending president sells $359k in stock
Steve B Thompson, President and CEO of Hilltop Holdings' PrimeLending, sold 9,025 shares of company stock for $359,562 on February 6, 2026. This transaction occurred after Hilltop Holdings reported strong fourth-quarter 2025 financial results, exceeding analyst expectations in EPS and revenue, leading to a raised price target from Keefe, Bruyette & Woods.
The Truth About Hilltop Holdings Inc: Is This Quiet Stock the Next Big Money Move?
This article examines Hilltop Holdings Inc (HTH), a regional financial holding company, questioning if its quiet nature makes it a significant investment opportunity or just background noise. It highlights HTH's "old school" business model, stable price performance, and regional banking risk profile as key factors for investors. The piece concludes that while HTH lacks the viral hype of meme stocks, its fundamentals might appeal to long-term value investors seeking a consistent financial anchor.
Hilltop Holdings (HTH) Lifts Dividend and Buybacks Is This Capital Return Mix Truly Investor Friendly?
Hilltop Holdings (HTH) recently reported strong Q4 and full-year 2025 results, with increased net interest income and net income, despite a jump in net charge-offs. The company announced an 11% dividend increase and a new US$125 million share repurchase program, reinforcing its commitment to capital returns. While these actions support its conservative investment narrative, the article emphasizes monitoring credit risk and asset quality trends, as rising charge-offs could impact future performance.
Hilltop Holdings extends executive contract, CEO declines bonus
Hilltop Holdings (HTH) announced the extension of Steve Thompson's employment agreement until December 31, 2028. Additionally, Chairman and CEO Jeremy B. Ford declined his 2025 annual cash incentive bonus following shareholder feedback on the say-on-pay proposal, a move recognized by the board as a sign of commitment. Analysts currently rate HTH stock as a Hold with a $39.00 price target, while TipRanks' AI Analyst suggests an Outperform rating due to improving financial performance and bullish technical momentum.
Hilltop Holdings (HTH) Lifts Dividend and Buybacks Is This Capital Return Mix Truly Investor Friendly?
Hilltop Holdings (HTH) recently announced an 11% increase in its quarterly dividend to US$0.20 per share and authorized a new US$125 million share repurchase program, following strong financial results in Q4 and full-year 2025, despite increased net charge-offs. This capital return strategy reinforces management's commitment to shareholders, though investors are advised to consider the balance between income appeal and credit risk, especially given the rising charge-offs. Simply Wall St encourages investors to conduct their own research and consider divergent fair value estimates for HTH.
Hilltop Holdings (HTH) Lifts Dividend and Buybacks Is This Capital Return Mix Truly Investor Friendly?
Hilltop Holdings (HTH) recently announced an 11% dividend increase and a new $125 million share repurchase program following its Q4 and full-year 2025 results, which showed higher net interest income and net income. While these capital returns support the company's conservative banking narrative, rising net charge-offs in Q4 highlight ongoing credit quality concerns. Investors are encouraged to weigh the income appeal against the credit risk before making investment decisions.
Hilltop Holdings extends executive contract, CEO declines bonus
Hilltop Holdings extended Steve Thompson's employment agreement through December 31, 2028, ensuring leadership stability. CEO Jeremy Ford declined his 2025 cash incentive bonus following a "say-on-pay" vote, demonstrating responsiveness to shareholders. TipRanks' AI Analyst, Spark, rates HTH as Outperform, citing improving financials, bullish technical momentum, and reasonable valuation.
Hilltop Holdings Inc. (NYSE:HTH) Receives Consensus Rating of "Moderate Buy" from Brokerages
Hilltop Holdings Inc. (NYSE:HTH) has received a "Moderate Buy" consensus rating from five analysts, with an average 12-month price target of $37.50. The company recently reported Q4 EPS of $0.69, beating estimates, but revenue missed expectations. Hilltop also increased its quarterly dividend to $0.20 per share, yielding approximately 2.1%.
Hilltop Holdings CEO Winges sells $999k in shares By Investing.com
Hilltop Holdings CEO Winges sold 25,900 shares of the company's common stock for nearly $1 million. The sales occurred while HTH was trading near its 52-week high, following a 30.7% price rally. Despite the sell-off, InvestingPro analysis suggests the stock remains slightly undervalued.
Hilltop Holdings CEO Winges sells $999k in shares
Hilltop Holdings CEO Martin Bradley Winges sold 25,900 shares of company stock for a total of $999,939, with prices ranging from $38.4387 to $38.66. This sale occurred while HTH's stock was near its 52-week high, despite InvestingPro analysis suggesting it remains slightly undervalued. The company recently reported strong Q4 2025 financial results, exceeding analysts' expectations for both EPS and revenue, and received a raised price target from Keefe, Bruyette & Woods.
Insider Selling: Hilltop (NYSE:HTH) CEO Sells 26,000 Shares of Stock
Hilltop Holdings, Inc. CEO Martin Bradley Winges sold 26,000 shares of company stock, valued at nearly $1 million, representing a 28.31% reduction in his holdings. This sale occurred shortly after the company reported strong quarterly earnings of $0.69 EPS (beating estimates) but missed on revenue, and announced an increased quarterly dividend of $0.20 per share. Insiders now own 5.3% of the stock, while institutional investors hold 57.13%.
Hilltop Holdings Shatters Forecasts with Stellar Q4 Performance
Hilltop Holdings Inc. significantly surpassed Wall Street's fourth-quarter projections for 2025, driven by strong banking margins and a robust capital markets performance. The company reported a net income of $41.6 million and an EPS of $0.69, leading to an 11% increase in its quarterly dividend to $0.20 per share and a new $125 million share repurchase program. Despite challenges in the mortgage origination business, Hilltop maintains a solid financial foundation and projects 4% to 6% loan growth for 2026.
Keefe, Bruyette & Woods raises Hilltop Holdings price target to $39 from $34 By Investing.com
Keefe, Bruyette & Woods increased its price target for Hilltop Holdings (NYSE:HTH) to $39 from $34, while maintaining a Market Perform rating. The adjustment follows Hilltop's strong fourth-quarter performance in 2025, driven by higher broker-dealer fees, share repurchases, and an increased dividend. The firm also raised its 2026 and 2027 EPS estimates for the company.
Keefe, Bruyette & Woods raises Hilltop Holdings price target to $39 from $34
Keefe, Bruyette & Woods has increased its price target for Hilltop Holdings (NYSE:HTH) to $39 from $34, while maintaining a Market Perform rating. This adjustment follows Hilltop's strong quarterly performance, driven by higher-than-expected broker-dealer fees, significant share repurchases, and an 11% dividend increase. The firm also raised its 2026 and 2027 earnings per share estimates for the company.
Keefe, Bruyette & Woods raises Hilltop Holdings price target to $39 from $34
Keefe, Bruyette & Woods (KBW) has increased its price target for Hilltop Holdings (NYSE:HTH) to $39 from $34, while maintaining a Market Perform rating. This adjustment follows Hilltop's strong quarterly performance, driven by higher broker-dealer fees, significant share repurchases, and an increased dividend. KBW also raised its 2026 and 2027 earnings per share estimates for the company.
Hilltop Holdings (NYSE:HTH) Is Increasing Its Dividend To $0.20
Hilltop Holdings (NYSE:HTH) has announced an increase in its dividend to $0.20 per share, payable on February 27th, though the resulting 2.1% dividend yield is considered modest. While the company has a 9-year history of dividend payments and a decent payout ratio of 28%, future earnings per share are forecast to decline, raising concerns about the long-term sustainability of dividend growth despite a projected future payout ratio of 35%. Investors are cautioned that declining earnings could lead to dividend reductions, making it potentially not a strong income stock.
Hilltop Holdings outlines 2026 loan growth target of 4%–6% as net interest margin expands
Hilltop Holdings announced a 2026 loan growth target of 4%-6%, signaling controlled yet steady expansion. The company also indicated an expectation for its net interest margin to expand, which could positively impact its profitability. This outlook was shared during a recent presentation, providing insights into its future financial strategy.
Y Intercept Hong Kong Ltd Takes $1.06 Million Position in Hilltop Holdings Inc. $HTH
Y Intercept Hong Kong Ltd recently acquired a new position of 31,847 shares, valued at approximately $1.06 million, in Hilltop Holdings Inc. Hilltop Holdings reported a Q4 EPS beat but missed revenue expectations, while announcing an increased quarterly dividend and a $125 million share buyback program. The company also anticipates 4-6% loan growth and net interest margin expansion in 2026.
Hilltop Holdings Ups Dividend And Buybacks As Earnings Strengthen
Hilltop Holdings (NYSE:HTH) has increased its quarterly dividend by 11% to US$0.20 per share and authorized a new US$125 million share repurchase program, following a year of improved profitability with net income reaching US$165.6 million. These capital allocation decisions signal management's confidence in financial performance and come as analysts forecast a potential earnings decline of 11.4% annually over the next three years, juxtaposed with rising net charge-offs in Q4. Investors will be watching how the company executes the buyback and how credit metrics evolve.
Hilltop Holdings Inc. (NYSE:HTH) Q4 2025 Earnings Call Transcript
Hilltop Holdings Inc. reported net income of $41.6 million, or $0.69 per diluted share, for Q4 2025, and $165.6 million, or $2.64 per diluted share, for the full year 2025, representing a 46% increase over the prior year. The company returned $229 million to stockholders in 2025 through share repurchases and dividends. Key drivers included strong net interest income at PlainsCapital Bank, expense optimization at PrimeLending despite market headwinds, and solid performance from Hilltop Securities' wealth management and public finance divisions.
Hilltop Holdings stock hits 52-week high at $37.50 By Investing.com
Hilltop Holdings Inc. (HTH) stock reached a 52-week high of $37.50, demonstrating a 26.33% appreciation over the past year. The company's P/E ratio is 14.67 with a low PEG ratio of 0.27, suggesting potential undervaluation. This growth is supported by aggressive share buybacks, a 1.96% dividend yield with 10 consecutive years of dividend increases, and strong fourth-quarter earnings that surpassed analyst expectations.
Hilltop Shares Rise Following Full Year 2025 Results
Hilltop Holdings Inc. (NYSE: HTH) shares rose 1.73% after the company released its fourth-quarter and full-year 2025 financial results. The company reported a 46% increase in annual net income for 2025, reaching $165.6 million, and consolidated Q4 revenue increased by 9.6% to $329.89 million. Hilltop also announced a new $125 million share repurchase program and an 11% increase in its quarterly dividend to $0.20 per share, with projected bank loan growth of 4% to 6% for fiscal year 2026.
Earnings call transcript: Hilltop Holdings Q4 2025 earnings beat expectations
Hilltop Holdings (HTH) reported strong Q4 2025 financial results, with EPS of $0.69 and revenue of $329.89 million, significantly exceeding analyst expectations. The company's net income for the full year 2025 increased by 46% to $165.6 million. Following the announcement, Hilltop's stock price rose by 2.61% in premarket trading, reflecting investor confidence in its diverse business model and strategic growth initiatives.
Hilltop Holdings (HTH) stock climbs after dividend hike, new $125 mln buyback and Q4 profit lift
Hilltop Holdings (HTH) saw its stock climb by nearly 3% after announcing stronger-than-expected Q4 profits of $41.6 million, a dividend hike to $0.20 per share, and a new $125 million share buyback program. The company outperformed the general trend in U.S. financials, returning $231 million to shareholders in 2025. Investors are now focusing on Hilltop's 2026 loan pipeline and potential credit costs, as the company navigates shifting interest rates and funding costs.
Hilltop Holdings Inc. (NYSE:HTH) Raises Dividend to $0.20 Per Share
Hilltop Holdings Inc. (NYSE:HTH) has increased its quarterly dividend to $0.20 per share, marking an 11.1% rise from its previous dividend and continuing an eight-year streak of increases. The company also announced a $125 million share buyback plan and reported Q4 EPS of $0.69, beating analyst estimates, though revenue of $217.4 million fell short of expectations. Following the news, HTH shares saw a 3% increase to $37.90.
Hilltop Holdings stock hits 52-week high at $37.50
Hilltop Holdings Inc. (HTH) reached a 52-week high of $37.50, driven by a 26.33% stock appreciation over the past year and strong fourth-quarter earnings that surpassed analyst expectations. The financial services company has also demonstrated investor confidence through aggressive share buybacks and 10 consecutive years of dividend increases, maintaining a 1.96% dividend yield. Its financial health is rated "GOOD" by InvestingPro, with a low PEG ratio suggesting it may be undervalued.
Does Hilltop’s Strong 2025, Higher Dividend, and New Buyback Shift the Bull Case for HTH?
Hilltop Holdings Inc. reported strong Q4 and full-year 2025 results, with increased net income, EPS, and net interest income. The company's board also raised the quarterly dividend to US$0.20 per share and authorized a new US$125 million share buyback program. These positive developments, alongside an increase in net charge-offs, are shaping the investment narrative for HTH, emphasizing capital returns but also flagging higher credit risk.
Hilltop Holdings: Q4 Earnings Snapshot
Hilltop Holdings (HTH) reported strong fourth-quarter results, with net income of $41.6 million and earnings of 69 cents per share, exceeding analyst expectations of 46 cents per share. The company's revenue net of interest expense was $329.9 million, also surpassing Street forecasts. For the full year, Hilltop Holdings achieved a profit of $165.6 million, or $2.64 per share.
Hilltop Holdings (NYSE:HTH) Beats Expectations in Strong Q4 CY2025
Hilltop Holdings (NYSE:HTH) reported strong Q4 CY2025 results that exceeded market expectations, with revenue up 9.3% year-on-year to $329.9 million and GAAP EPS of $0.69, nearly double analyst estimates. The company showed a significant beat in its efficiency ratio and tangible book value per share, though its long-term revenue growth has been weak. Despite the strong quarterly performance, the report suggests further analysis of long-term fundamentals and valuation is needed to determine if the stock is an attractive investment.
Hilltop Holdings: Q4 Earnings Snapshot
Hilltop Holdings Inc. (HTH) reported strong fourth-quarter results, with net income of $41.6 million and earnings of 69 cents per share, surpassing analyst expectations. The Dallas-based bank's revenue, net of interest expense, also exceeded Street forecasts at $329.9 million. For the full year, Hilltop Holdings posted a profit of $165.6 million on $1.28 billion in revenue.
Hilltop Holdings: Q4 Earnings Snapshot
Hilltop Holdings Inc. (HTH) reported strong fourth-quarter results, with net income of $41.6 million and earnings of 69 cents per share, surpassing Wall Street expectations of 46 cents per share. The company’s revenue, net of interest expense, was $329.9 million, also beating analyst forecasts. For the full year, Hilltop Holdings posted a profit of $165.6 million on revenue of $1.28 billion.
Hilltop Holdings Q4 income rises, sets new $125 mln buyback program
Hilltop Holdings reported an increase in its Q4 income and announced a new $125 million share buyback program. This news highlights the financial company's strong performance and its commitment to returning value to shareholders through buybacks.
Hilltop returns $231M to shareholders with higher dividend and new buyback
Hilltop Holdings (NYSE: HTH) reported strong financial results for Q4 and full year 2025, with income attributable to common stockholders increasing to $41.6 million ($0.69 per diluted share) for Q4 2025. The company announced an 11% increase in its quarterly cash dividend to $0.20 per common share and authorized a new $125 million stock repurchase program. Hilltop returned a total of $231 million to stockholders in 2025 through dividends and share repurchases, highlighting a successful year for financial, operational, and capital management.
Hilltop Holdings: Q4 Earnings Snapshot
Hilltop Holdings Inc. reported strong fourth-quarter results, with net income of $41.6 million and earnings of 69 cents per share, exceeding analyst expectations. The company also surpassed revenue forecasts, recording $411.2 million in total revenue and $329.9 million in revenue net of interest expense. For the full year, Hilltop Holdings reported a profit of $165.6 million and revenue of $1.28 billion.
Hilltop Holdings (HTH) Q4 Earnings: What To Expect
Hilltop Holdings (HTH) is scheduled to report its Q4 earnings after market hours this Thursday. Analysts expect the company's revenue to remain flat year-on-year at $301.5 million, with adjusted earnings projected at $0.35 per share. The company has a history of missing Wall Street's revenue estimates, and observers will be watching to see how it performs relative to competitors in the regional banks segment.
QRG Capital Management Inc. Sells 61,149 Shares of Hilltop Holdings Inc. $HTH
QRG Capital Management Inc. significantly reduced its stake in Hilltop Holdings Inc. (NYSE:HTH) by 88.1% in Q3, selling 61,149 shares and retaining 8,233 shares valued at approximately $275,000. Despite this, other institutions like Goldman Sachs and Invesco increased their holdings, and the company reported strong Q3 earnings, beating analyst expectations. Hilltop Holdings has a "Moderate Buy" consensus rating from analysts with an average price target of $34.00.
Hilltop Holdings stock hits 52-week high at 36.24 USD By Investing.com
Hilltop Holdings Inc. stock has reached a new 52-week high of $36.24 USD, marking a significant performance milestone with a 24.27% increase over the past year. This achievement is further supported by strong third-quarter 2025 earnings, which surpassed analyst expectations, and a recent amendment to an executive's employment agreement. The stock's robust performance reflects strong investor confidence and the company's solid market position.
Hilltop Holdings Inc. (HTH) Hit a 52 Week High, Can the Run Continue?
Hilltop Holdings (HTH) recently reached a 52-week high, with its stock up 6.3% over the past month and 8.6% year-to-date. The company consistently beats earnings estimates and holds a Zacks Rank of #2 (Buy), indicating potential for further growth. While its valuation metrics suggest it trades at a premium compared to its peers, its strong style scores (Value A, Growth C, Momentum A, VGM A) and positive earnings outlook make it an attractive option, especially for value investors.
