Sep 2026 (Q3 FY26) — Oct 15, 2026
Home BancShares Q3 FY26 — Record Earnings, Strong Capital Returns, and Credit Resolution Progress
Read the full callHome BancShares (HOMB) earnings
- Jun 2026
- Sep 2026 (Q3 FY26)
- Dec 2025
Home BancShares earnings: last reported Thu, 15 Oct 2026, for the quarter ended Sep 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 119 | +0.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$29.13 −0.24% · −$0.07
Performance +7.3% 1Y
1Y: $27.15 on 17 Oct 2025 → $29.13. High $31.48 (28 Jul 2026), low $25.68 (15 May 2026).
- Previous close
- $29.2
- 52-week range
- $25.68 – $31.48
- One year
- +6.51%
Overview
- Symbol
- HOMB
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Jun 2026 (Q2 FY26) — Jul 16, 2026
Home BancShares, Inc. Q2 FY26 — Record Adjusted Net Income and Strong Balance Sheet Growth
Read the full callMar 2026 (Q1 FY26) — Apr 16, 2026
Home BancShares, Inc. Q1 FY26 — Strong Capital and Returns Amidst Credit Headwinds
Read the full callEvery analysed call
Home BancShares earnings calls (HOMB)
Financials
What the filings say
Net profit, year on year: +1% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Profit before tax | 129 | 129 | 147 | 152 | 159 | 153 | 152 | 154 |
| Tax rate | 22.5% | 22.3% | 21.7% | 22.1% | 22.4% | 22.9% | 22.4% | 22.7% |
| Net profit | 100 | 101 | 115 | 118 | 124 | 118 | 118 | 119 |
| EPS ($ per share) | 0.50 | — | 0.58 | 0.60 | 0.63 | — | 0.60 | 0.59 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 752 | 957 | 1,039 | 1,266 | 1,443 | 1,690 | 1,942 | 2,259 |
| Total liabilities | 12,953 | 12,521 | 13,793 | 15,286 | 19,357 | 18,866 | 18,530 | 18,585 |
| Fixed assets | 233 | 280 | 279 | 276 | 405 | 393 | 386 | 369 |
| Total assets | 15,302 | 15,032 | 16,399 | 18,052 | 22,884 | 22,657 | 22,491 | 22,882 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 304 | 247 | 292 | 389 | 413 | 380 | 461 | 399 |
| Cash from investing | -780 | 222 | -652 | 625 | -1,024 | 578 | 6 | -470 |
| Cash from financing | 498 | -636 | 1,133 | 1,372 | -2,314 | -683 | -556 | -172 |
| Net cash flow | 22 | -167 | 773 | 2,387 | -2,926 | 275 | -90 | -243 |
| Capital expenditure | -8 | -15 | -12 | -10 | -20 | -22 | -39 | -22 |
| Free cash flow | 296 | 233 | 280 | 379 | 394 | 357 | 422 | 377 |
HOMB operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Common equity tier 1 ratio (CET1) | 16.7%And Results demonstrate sound expense control, consistent operating performance and attractive returns, including record-setting metrics of book value per share of $22.15, tangible book value per share of $14.87, which is $1.72 per share increase year-over-year for a 13% increase, by the way, CET1 at 16.7%, leverage of 14.3% and and Tier 1 capital of 16.7%.Source: earnings call transcript | 16.4%Capital levels remain extremely strong with common equity Tier 1 capital ending at 16.4% and total risk-based capital at 19%.Source: earnings call transcript | 16.7%Capital levels remain extremely strong with common equity Tier 1 capital ending at 16.7% and total risk-based capital at 19.4% and reserve to total loans of 1.93%.Source: earnings call transcript | +0.3 pt |
| Return on tangible common equity (ROTCE) | 16.56%As Johnny mentioned, the first quarter of 2026 was a good start to the year with $118.2 million in net income a 2.09% return on assets and 16.56% return on tangible common equity.Source: earnings call transcript | — | 16.54%Performance metrics are again top tier with a 2.11% return on assets at a 16.54% return on tangible common equity, which is on a TCE ratio of 13.48%.Source: earnings call transcript | — |
| Net interest margin | 4.51%The reported net interest margin was 4.51%, down 10 basis points from Q4 and as there was 0 event income in Q1 and up 7 basis points from the same period a year ago.Source: earnings call transcript | 4.51%The reported net interest margin was 4.51% in line with Q1, all while adding $1.5 billion in loans and deposits from Tennessee.Source: earnings call transcript | 4.53%The reported net interest margin was 4.53%, an increase of 2 basis points from Q2.Source: earnings call transcript | 0 pt |
| Net interest margin Core | 4.51%The core margin, having no event income was 4.51% versus 4.56% in Q4.Source: earnings call transcript | 4.47%The core margin, excluding event income, was 4.47% and in line with where we guided to on the call in April.Source: earnings call transcript | 4.5%The core margin, excluding event income, was 4.50%, up 3 basis points from the prior quarter, and up 4 basis points year-over-year.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
41 filings between Oct 24, 2025 and Aug 17, 2026.
Open market
decisions to buy or sellPurchases
$2.70M
1 purchase by 1 insider
Sales
$2.18M
7 sales by 6 insiders
Compensation
not trading decisions- 17
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 2
- Tax withheld — shares kept back by the company to cover tax
Also filed: 11 gifts, 1 code w.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ALLISON JOHN W | $2.70M | — | Apr 17, 2026 |
| Hinkle James G | — | $908.2K | Feb 11, 2026 |
| Rankin Jim | — | $463.0K | Aug 11, 2026 |
| TIPTON JOHN STEPHEN | — | $379.1K | Aug 4, 2026 |
| Allison John W II | — | $193.7K | Jun 1, 2026 |
| Townsell Donna | — | $157.9K | Jan 28, 2026 |
| FLOYD JENNIFER C. | — | $81.3K | Apr 21, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Engelkes Jack Director | Gift | 5,000 | $0 |
| Aug 11, 2026 | Rankin Jim Director | Sale | 15,000 | $463.0K |
| Aug 4, 2026 | TIPTON JOHN STEPHEN Centennial Bank CEO | Sale | 12,000 | $379.1K |
| Jun 3, 2026 | ALLISON JOHN W Chairman & CEO | Gift | 30,000 | $0 |
| Jun 1, 2026 | Allison John W II Director | Sale | 2,000 | $52.8K |
| May 19, 2026 | ALLISON JOHN W Chairman & CEO | Gift | 100 | $0 |
| Apr 22, 2026 | Hester Kevin President and CLO | Code W | 1,628 | $0 |
| Apr 21, 2026 | FLOYD JENNIFER C. Chief Accounting Officer | Sale | 3,000 | $81.3K |
| Apr 20, 2026 | Hester Kevin President and CLO | Option exercise | 20,000 | $425.0K |
| Apr 20, 2026 | Hester Kevin President and CLO | Tax withheld | 15,637 | $425.0K |
| Apr 17, 2026 | ALLISON JOHN W Chairman & CEO | Purchase | 100,000 | $2.70M |
| Feb 23, 2026 | Allison John W II Director | Sale | 5,000 | $140.9K |
| Feb 11, 2026 | Hinkle James G Director | Sale | 30,000 | $908.2K |
| Jan 28, 2026 | Townsell Donna Director of Investor Relations | Sale | 5,563 | $157.9K |
| Jan 21, 2026 | Townsell Donna Director of Investor Relations | Option exercise | 20,000 | $425.0K |
| Jan 21, 2026 | Townsell Donna Director of Investor Relations | Tax withheld | 14,437 | $425.0K |
| Jan 16, 2026 | Engelkes Jack Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Ross Larry W Director | Award | 3,000 | $0 |
| Jan 16, 2026 | ALLISON JOHN W Chairman & CEO | Award | 83,000 | $0 |
| Jan 16, 2026 | ALLISON JOHN W Chairman & CEO | Award | 100,000 | $0 |
| Jan 16, 2026 | LIEBLONG ALEX R Director | Award | 3,000 | $0 |
| Jan 16, 2026 | LONGE THOMAS J Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Beebe Mike Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Hinkle James G Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Davis Brian Chief Financial Officer | Award | 3,000 | $0 |
| Jan 16, 2026 | Adcock Robert H Jr Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Adcock Robert H Jr Director | Gift | 3,461 | $0 |
| Jan 16, 2026 | Hester Kevin President and CLO | Award | 30,000 | $0 |
| Jan 16, 2026 | Adams Milburn Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Carter Russell Davis III Centennial Bank Regional Pres. | Award | 30,000 | $0 |
| Jan 16, 2026 | TIPTON JOHN STEPHEN Centennial Bank CEO | Award | 30,000 | $0 |
| Jan 16, 2026 | Townsell Donna Director of Investor Relations | Award | 33,000 | $0 |
| Jan 16, 2026 | Rankin Jim Director | Award | 3,000 | $0 |
| Jan 16, 2026 | Garrett Karen Director | Award | 3,000 | $0 |
| Jan 8, 2026 | LIEBLONG ALEX R Director | Gift | 883 | $0 |
| Dec 23, 2025 | ALLISON JOHN W Chairman & CEO | Gift | 14,850 | $0 |
| Dec 18, 2025 | Townsell Donna Director of Investor Relations | Gift | 500 | $0 |
| Dec 18, 2025 | Townsell Donna Director of Investor Relations | Gift | 500 | $0 |
| Dec 11, 2025 | Adcock Robert H Jr Director | Gift | 3,478 | $0 |
| Dec 8, 2025 | ALLISON JOHN W Chairman & CEO | Gift | 30,000 | $0 |
| Oct 24, 2025 | LIEBLONG ALEX R Director | Gift | 7,025 | $0 |
| Aug 26, 2025 | ALLISON JOHN W Chairman & CEO | Sale | 110,000 | $3.30M |
| Aug 22, 2025 | ALLISON JOHN W Chairman & CEO | Gift | 38,648 | $0 |
| Jul 28, 2025 | ALLISON JOHN W Chairman & CEO | Gift | 3,508 | $0 |
| Jun 20, 2025 | TIPTON JOHN STEPHEN Centennial Bank CEO | Sale | 24,159 | $664.9K |
| May 21, 2025 | Adams Milburn Director | Gift | 522 | $0 |
| May 20, 2025 | TIPTON JOHN STEPHEN Centennial Bank CEO | Tax withheld | 25,375 | $738.4K |
| May 20, 2025 | TIPTON JOHN STEPHEN Centennial Bank CEO | Option exercise | 40,000 | $738.4K |
| May 20, 2025 | TIPTON JOHN STEPHEN Centennial Bank CEO | Option exercise | 48,000 | $1.12M |
| May 20, 2025 | TIPTON JOHN STEPHEN Centennial Bank CEO | Tax withheld | 38,466 | $1.12M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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