Simmons First National authorizes $175 million stock buyback program
Simmons First National Corporation (NASDAQ:SFNC) has announced a new $175 million stock repurchase program, replacing a previous one that ended in January 2026. This program, representing about 5.7% of the company's market capitalization, allows repurchases through various transactions, with timing and volume determined by management. The company plans to fund this from available liquidity and it will run until January 31, 2028, unless terminated earlier.
Simmons First National authorizes $175 million stock buyback program By Investing.com
Simmons First National Corporation (NASDAQ:SFNC) has authorized a new $175 million stock repurchase program, representing approximately 5.7% of its market capitalization. This program replaces a previous one and allows for repurchases through various transactions until January 31, 2028. The company, which has a long history of dividend payments, is also seeing positive analyst revisions and strategic executive appointments following strong fourth-quarter results.
Simmons First (NASDAQ: SFNC) authorizes new $175 million stock repurchase program
Simmons First National Corporation has announced that its board of directors authorized a new common stock repurchase program, allowing it to buy back up to $175 million of its Class A common stock. This new program replaces a prior authorization that ended on January 31, 2026, and is set to run through January 31, 2028. The company will fund these repurchases from available liquidity, including cash on hand and future cash flow, with the timing, price, and volume determined at management's discretion.
Simmons First National authorizes $175 million stock buyback program
Simmons First National Corporation (NASDAQ:SFNC) has announced a new $175 million stock repurchase program for its Class A common stock, replacing a previous initiative. The program, which represents approximately 5.7% of the company's market capitalization, will allow repurchases through various transactions and is effective until January 31, 2028. This move comes as the company maintains a "FAIR" financial health score and has drawn positive analyst attention following strong fourth-quarter results and recent executive appointments.
Assessing Simmons First National (SFNC) Valuation As Profitability Pressures And EPS Declines Draw Attention
Simmons First National (SFNC) is facing renewed investor focus due to a 6.7% annual decline in EPS over five years and expected higher efficiency ratios, indicating profitability pressures. Despite these concerns, the stock has shown strong short-term momentum with recent share price returns of 13.01% (30 days) and 20.50% (90 days). The company is currently estimated to be undervalued by 4.3% at $21.81 against a fair value of $22.80, with a bullish narrative centered on revenue growth, improved margins, and strategic loan portfolio remixing, although competitive loan pricing and commercial real estate exposure pose potential risks.
Is Simmons First National's (SFNC) NIM-Focused, Buyback-Pausing Strategy Reframing Its Earnings Narrative?
Simmons First National's recent Q4 2025 earnings report reveals increased net interest income and net income, but also a sharp rise in net loan charge-offs. Management is focusing on net interest margin expansion and addressing credit issues, while pausing share buybacks, suggesting a cautious but earnings-focused strategy. This approach is re-shaping the bank's investment narrative, balancing earnings recovery with potential credit risks.
Simmons Bank Announces Key Executive Appointments
Simmons Bank has announced several key executive appointments to bolster its leadership team and drive organic growth. Brian Jackson joins as President, Consumer and Wealth Management, and Jonathan Schneider as President, Commercial Banking. Additionally, an 8-member Private Banking and Wealth Management team, led by Rick Sartori, will be joining the bank to expand wealth management capabilities in Midwestern markets.
Assessing Simmons First National (SFNC) Valuation After Strong Q4 Earnings Momentum And Credit Improvements
Simmons First National (SFNC) is gaining attention after reporting strong Q4 earnings, showing higher net interest income and net income. Despite a 1-year share price decline, recent momentum indicates investor reaction to improved earnings and progress on credit issues. The stock appears undervalued with a fair value of $22.80 compared to its current price of $20.33, though competitive loan pricing and commercial real estate risks remain potential challenges.
Simmons First National Balances Cleaner Credit With Priced-For-Growth Valuation
Simmons First National (SFNC) recently reported strong operational momentum and loan production, with management noting improved net interest margins and resolved legacy credit issues. Despite a mixed return profile, the bank plans for risk-adjusted loan growth. Investors should monitor execution on this disciplined growth plan, alongside loan growth, credit quality, and the forward P/E ratio, while being aware of recent shareholder dilution and the dividend yield not being well covered by earnings.
Will Strong Q4 Results and Surging Charge-Offs Change Simmons First National's (SFNC) Narrative?
Simmons First National (SFNC) reported stronger-than-expected Q4 2025 results with increased revenue and net interest margin, alongside record loan production. However, these positive indicators were accompanied by a significant surge in net loan charge-offs to US$48,745,000, keeping capital preservation and asset quality in sharp focus. The article questions how this mix of strong growth and elevated credit costs will impact the bank's investment narrative, noting potential undervaluation despite rising charge-offs.
Simmons First National Corp. beats analysts’ expectations with $78 million fourth quarter profit
Simmons First National Corp. reported a strong fourth quarter for 2025, with a net income of $78.1 million and earnings per share of 54 cents, surpassing analyst expectations. This performance follows strategic balance sheet repositioning in the third quarter and reflects improved credit quality and capital metrics. The bank aims for continued profitable growth and efficiency into 2026.
Simmons First National Corporation Reports Fourth Quarter EPS of $0.54
Simmons First National Corporation (NASDAQ: SFNC) reported net income of $78.1 million and diluted EPS of $0.54 for the fourth quarter of 2025, a significant improvement from a net loss in the previous quarter. The company achieved strong revenue growth, with net interest margin expanding to 3.81%, alongside disciplined expense management. Simmons also noted solid balance sheet growth, with total loans and deposits both increasing by 7% and 8% annualized, respectively, and improved credit quality.
Earnings Flash (SFNC) Simmons First National Posts Q4 Revenue $249M, vs. FactSet Est of $238.7M
Simmons First National (SFNC) reported Q4 revenue of $249 million, surpassing FactSet's estimate of $238.7 million. This announcement was part of their Q4 2025 earnings call, which also included an EPS of $0.54, beating the FactSet estimate of $0.48. Raymond James subsequently upgraded the company's stock to Outperform.
Simmons First National Corp. beats analysts’ expectations with $78 million fourth quarter profit
Simmons First National Corp. reported a fourth-quarter 2025 net income of $78.1 million, surpassing analyst expectations with earnings per share of 54 cents. This strong performance, up from $48.3 million in Q4 2024, was attributed to balance sheet repositioning and disciplined strategy execution. Despite a decrease in total assets, the bank saw increased loans and net interest income, signaling positive momentum for 2026.
Simmons First National prices $300.1M public offering at $18.50 per share
Simmons First National has priced its public offering of 16,220,000 shares of its Class A common stock at $18.50 per share, aiming to raise $300.1 million. The offering is expected to close on January 23, 2026, with proceeds intended for general corporate purposes, including supporting potential acquisitions or other investments. Goldman Sachs & Co. LLC and Stephens Inc. are acting as joint book-running managers.
Assessing Simmons First National (SFNC) Valuation After Recent Share Price Momentum
Simmons First National (SFNC) has shown recent short-term momentum with a 1.6% gain over the past day and positive movement over the past three months, despite a year-to-date decline. The stock, currently trading at US$19.04, is considered to be undervalued with a fair value of US$22.80, based on anticipated earnings and margin growth. This valuation depends on healthy loan growth and stable credit quality, with potential risks from commercial real estate setbacks or higher expenses.
Squarepoint Ops LLC Buys 106,986 Shares of Simmons First National Corporation $SFNC
Squarepoint Ops LLC significantly increased its stake in Simmons First National Corporation (NASDAQ:SFNC) during Q2, purchasing 106,986 additional shares. This acquisition boosts their total holdings to 122,145 shares, valued at $2.316 million, representing approximately 0.08% of the company's stock. The article also details other institutional investor activity, insider purchases by David W. Garner and Steven A. Cosse, analyst ratings, and the company's financial performance and dividend announcement.
Assessing Simmons First National’s (SFNC) Valuation After Mendon Capital’s New 406,570-Share Investment
Mendon Capital Advisors has acquired a significant stake in Simmons First National (SFNC), indicating a vote of confidence in the U.S. regional bank. Despite recent weak returns, SFNC is trading below analyst targets and intrinsic value estimates, suggesting it might be undervalued. The article explores whether this institutional interest signals a mispriced turnaround opportunity.
A Fresh Look at Simmons First National (SFNC) Valuation Following Fed Rate Cut Signals
Simmons First National (SFNC) shares recently rose after New York Fed President John Williams signaled a potential rate cut, increasing optimism for regional banks. The company, which saw a tough past year with a 24% decline in total shareholder return, is now showing tentative signs of recovery with this hawkish shift and a modest dividend hike. Despite remaining undervalued according to analysts who project strong growth drivers from investments in technology and automation, ongoing competition and real estate unpredictability pose risks.
Baird upgrades Simmons First National stock to Outperform on improved profitability
Baird upgraded Simmons First National (NASDAQ:SFNC) from Neutral to Outperform with a $22.00 price target, citing improved profitability and balance sheet health. The upgrade follows a $327 million secondary offering that led to a $626 million loss from securities repositioning, which is expected to significantly improve net interest margin. The bank, which has maintained dividends for 52 years, is now poised for balance sheet growth and business investment in 2026 and 2027.
Simmons First National (NASDAQ: SFNC) declares $0.2125 dividend; 14th consecutive increase
Simmons First National Corporation (NASDAQ: SFNC) has declared a quarterly cash dividend of $0.2125 per share, payable on January 2, 2026, to shareholders of record as of December 15, 2025. This marks a 1% increase over the previous year's dividend and represents the company's 14th consecutive dividend increase, maintaining a 116-year history of uninterrupted dividend payments. The annualized dividend for 2025 will be $0.85 per share, though future dividends are subject to board approval and other risks.
Baird upgrades Simmons First National stock to Outperform on improved profitability
Baird upgraded Simmons First National (NASDAQ:SFNC) from Neutral to Outperform with a price target of $22.00, citing improved profitability and balance sheet health. The upgrade follows a recent secondary offering and securities repositioning aimed at enhancing net interest margin. Despite recent challenges, the bank has a strong dividend history and potential for growth in 2026 and 2027.
Simmons First National (NASDAQ:SFNC) Has Announced A Dividend Of $0.2125
Simmons First National Corporation (NASDAQ:SFNC) has declared a dividend of $0.2125 per share, resulting in a 4.8% dividend yield. While the company has a long history of dividend payments, its last earnings report showed that the dividend distribution exceeded net earnings, raising concerns about sustainability. Analysts project higher EPS and a more comfortable payout ratio in the next three years, but past earnings per share have declined, and the company has issued new shares.
Simmons First National declares $0.2125 per share quarterly dividend
Simmons First National Corporation (NASDAQ:SFNC) announced a quarterly cash dividend of $0.2125 per share on its Class A common stock, a 1% increase from the previous year, marking its 116th consecutive year of paying cash dividends and 14th consecutive year of dividend increases. The dividend is payable on January 2, 2026, to shareholders of record as of December 15, 2025. This declaration follows recent Q3 2025 earnings that slightly missed analyst expectations and a new "Equalweight" rating from Morgan Stanley with a $22.00 price target.
Simmons First National Corporation Declares $0.2125 Per Share Dividend
Simmons First National Corporation announced a quarterly cash dividend of $0.2125 per share on its Class A common stock, payable January 2, 2026. This marks the 116th consecutive year the company has paid cash dividends and the 14th consecutive year it has increased its dividend, earning it a "Dividend Contender" designation. The annualized dividend rate of $0.85 for 2025 represents a 6 percent compound annual growth rate over ten years.
Simmons First National Reports Q3 2025 Financial Results - TipRanks
Simmons First National (SFNC) reported a Q3 2025 net loss of $562.8 million due to a strategic balance sheet repositioning involving the sale of low-yielding investment securities. Despite this, the company achieved an adjusted net income of $64.9 million, an adjusted diluted EPS of $0.46, and a 9% increase in net interest income, signaling optimism for future growth. The strategic move, supported by $327 million in equity capital, is intended to enhance future earnings, although total deposits saw a decrease.
Simmons First National Corp (SFNC) Q3 2025 Earnings Call Highlights: Strategic Transformations ... By GuruFocus - Investing.com Canada
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Simmons First National stock rating reiterated as Buy by DA Davidson - Investing.com Canada
This article reports that DA Davidson has reiterated its Buy rating for Simmons First National stock. It also mentions a critical earnings alert for Q3.
Earnings call transcript: Simmons First National Q3 2025 earnings fall short By Investing.com - Investing.com Canada
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Simmons First National: Q3 Earnings Snapshot - Chron
Simmons First National reported third-quarter net income of $38.9 million, or 36 cents per share. This performance fell short of analyst expectations of 42 cents per share. The bank operating in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas posted revenue of $169.5 million.
Simmons First reports half-billion-dollar loss in third quarter, cites sale of $2.4 billion in securities - The Arkansas Democrat-Gazette
Simmons First National Corp. reported a significant third-quarter loss of $562.8 million, or $4 per share, a sharp contrast to the previous year's profit. This loss was primarily attributed to a balance sheet restructuring, including the sale of $2.4 billion in low-yielding investment securities which resulted in an after-tax loss of approximately $626 million. Despite the substantial one-time loss, bank officials, including Chairman and CEO George Makris Jr., expressed optimism that this repositioning would lead to stronger organic growth and improved profitability in future quarters.
Simmons First reports half-billion-dollar loss in third quarter, cites sale of $2.4 billion in securities - Northwest Arkansas Democrat-Gazette
Simmons First National Corp. reported a significant third-quarter loss of $562.8 million, or $4 per share, primarily due to the sale of $2.4 billion in low-yielding investment securities, resulting in an after-tax loss of approximately $626 million. Despite the substantial one-time loss, company officials view this balance sheet restructuring as transformative, positioning Simmons for stronger organic growth and improved profitability in future quarters. The bank's total assets decreased by 12.9% to $24.2 billion from $27.3 billion in 2024.
Simmons First reports half-billion-dollar loss in third quarter, cites sale of $2.4 billion in securities - Northwest Arkansas Democrat-Gazette
Simmons First National Corp. reported a significant third-quarter loss of $562.8 million, a sharp contrast to its profit a year prior, primarily due to a balance sheet restructuring involving the sale of $2.4 billion in low-yielding investment securities. This sale resulted in an after-tax loss of approximately $626 million. Despite the substantial one-time loss, bank officials, including Chairman and CEO George Makris Jr., expressed optimism that this "transformative" move positions the company for stronger organic growth and improved profitability in future quarters.
Simmons First reports half-billion-dollar loss in third quarter, cites sale of $2.4 billion in securities - Northwest Arkansas Democrat-Gazette
Simmons First National Corp. reported a significant third-quarter loss of $562.8 million, or $4 per share, primarily due to the sale of $2.4 billion in low-yielding investment securities, which resulted in a $626 million after-tax loss. Despite the substantial one-time loss, the bank's CEO, George Makris Jr., expressed optimism about the company's future growth after this "transformative" balance sheet restructuring. The company also announced a publicly-offered Class A common stock in July, generating $327 million in net proceeds to assist in this restructuring.
Simmons First National earnings missed, revenue fell short of estimates By Investing.com - Investing.com Canada
This article reports that Simmons First National's earnings missed expectations, and its revenue fell short of estimates. However, the article content appears to be an error message rather than the full financial report.
Simmons First National Q3 Adjusted Earnings, Revenue Rise - MarketScreener
Simmons First National Corporation (SFNC) reported rising adjusted earnings and revenue for Q3 2025. This news was published on October 16, 2025, after the company had previously announced a subordinated notes offering and maintained its quarterly dividend. The article also provides essential corporate information, financial data, and analyst consensus for Simmons First National.
Simmons First National reports Q3 adjusted EPS 46c, consensus 47c - TipRanks
Simmons First National reported Q3 adjusted EPS of 46c, slightly below the consensus of 47c. Chairman and CEO George Makris, Jr. highlighted that the third quarter was transformative, involving a successful $327 million equity capital raise to reposition the balance sheet and address negative arbitrage. Despite a one-time loss from bond sales, the company achieved significant improvements in profitability, especially noted in September, and is optimistic about future organic growth.
Simmons First National: Q3 Earnings Snapshot - MarketScreener
Simmons First National Corp. reported a Q3 loss of $562.8 million, or $4 per share, with adjusted earnings of 46 cents per share, falling short of analyst expectations of 48 cents. The bank holding company posted revenue of $357.7 million, with revenue net of interest expense at $232 million, surpassing Street forecasts. The results indicate a significant net loss despite adjusted earnings and revenue beating some estimates for this quarter.
Simmons First National: Q3 Earnings Snapshot - Manistee News Advocate
Simmons First National reported third-quarter earnings of $47.3 million, or 37 cents per share, which fell short of analyst expectations. The regional bank's revenue also missed forecasts, coming in at $207.2 million.
Earnings Flash (SFNC) Simmons First National Corporation Posts Q3 Adjusted EPS $0.46 per Share, vs. FactSet Est of $0.47 - MarketScreener
Simmons First National Corporation (SFNC) reported adjusted earnings per share of $0.46 for Q3, falling short of FactSet's estimate of $0.47. This earnings flash provides key financial data for the company's third quarter.
Simmons First National Q2 2025 slides: NIM exceeds 3%, expenses decline - Investing.com Canada
This article provides an update on Simmons First National's Q2 2025 performance, highlighting that its Net Interest Margin (NIM) has exceeded 3%. The company also reported a decline in expenses. This suggests positive financial trends for Simmons First National leading into the second quarter of 2025.
Jay Brogdon to Lead Simmons Bank Into Next Era of Growth
Jay Brogdon is set to become the 14th CEO of Simmons Bank on January 1, succeeding George Makris Jr. Brogdon, 45, who joined Simmons in 2021 and became president in 2023, plans to focus on organic growth and increasing market share within the bank's current footprint, signaling an end to the previous era of aggressive acquisitions. His vision includes investing in infrastructure, technology, and customer efficiency, while maintaining the bank's conservative banking philosophy.
George Makris Jr. Recalls Mistaken Billionaire Mix-Up
Former Simmons Bank CEO George Makris Jr. recounted a humorous incident involving a potential acquisition. An out-of-state bank owner mistakenly believed Makris or his executive team were billionaires, confusing them with another entity that had recently purchased a bank in the region. The deal consequently did not materialize.
One on One: Former Basketballer Jay Brogdon Ready to Run Simmons Bank
Jay Brogdon, a former basketball player and CFO, is set to take over as CEO of Simmons Bank. This article details his journey from Stephens investment bank to Simmons, highlighting how his career experiences and the bank's culture of talent development prepared him for this leadership role. Brogdon plans to focus on leveraging technology and strategic talent acquisition to ensure continued growth for the regional banking powerhouse.
Simmons First National Corporation Declares $0.2125 Per Share Dividend
Simmons First National Corporation announced a quarterly cash dividend of $0.2125 per share, payable on October 1, 2025, to shareholders of record as of September 15, 2025. This marks the 14th consecutive year the company has increased its dividend, earning it a "Dividend Contender" designation by Dividend Power. Simmons Bank, the principal subsidiary, operates over 220 branches and has paid dividends for 116 consecutive years.
116 Years of Consecutive Dividends: Simmons First National Joins Elite Group of 25 U.S. Companies
Simmons First National Corporation (NASDAQ: SFNC) has declared a quarterly cash dividend of $0.2125 per share, marking its 116th consecutive year of dividend payments and a 1% increase from the previous year. This places Simmons among only 25 U.S. public companies with over a century of uninterrupted dividends, and it has increased its dividend for 14 consecutive years. The indicated annualized cash dividend rate for 2025 is $0.85, reflecting a ten-year compound annual growth rate of 6%.
Simmons First National declares $0.2125 per share quarterly dividend
Simmons First National Corporation announced a quarterly cash dividend of $0.2125 per share on its Class A common stock, marking a 1% increase from the previous year. This dividend, payable on October 1, 2025, extends the company's 116-year streak of paying cash dividends and its 14th consecutive year of dividend increases. The regional bank's financial recent performance included exceeding EPS expectations in Q2 2025 and a successful public offering of its common stock.
Leadership change-up ahead at Simmons Bank, parent company
Simmons Bank is preparing for a significant leadership transition as its long-serving CEO is set to retire. The article by Diana Barr for the St. Louis Business Journal will announce who will take over the leadership roles at Simmons Bank and its parent company, Simmons First National Corp.
Simmons Names Jay Brogdon Next CEO as George Makris Announces Retirement
Simmons First National Corp. has announced that George Makris Jr. will retire as chairman and CEO of Simmons First and Simmons Bank at the end of 2025. Jay Brogdon, currently president, is set to succeed Makris as CEO and join the boards of directors on January 1, 2026. Marty Casteel will take over as chairman, reflecting a strategic and planned leadership transition for the company.
Simmons First National Corporation Stock (SFNC) Opinions on Recent Securities Sale and Equity Raise
Discussions about Simmons First National Corporation (SFNC) focus on its recent sale of $3.2 billion in securities for $2.4 billion, incurring a substantial after-tax loss, and over $550 million in equity raises. While some question the balance sheet impact and dilution, others see increased financial flexibility. The article also details recent congressional and insider trading activity, institutional investor moves, analyst ratings, and price targets for SFNC.
