Home BancShares (NYSE: HOMB) reported record net income of $129.5 million, or $0.65 per diluted share, for the third quarter ended September 30, 2026. Total revenue (net) was $288.4 million.
Third-quarter net income increased from $119.3 million in the second quarter of 2026 and $123.6 million in the third quarter of 2025. The company reported total assets of $24.15 billion and total deposits of $18.76 billion at September 30.
- GAAP diluted and basic earnings per common share were both $0.65.
- Net interest income after credit loss expense was $242.0 million, compared with $236.4 million in the prior quarter.
- Non-interest expense was $121.5 million, down from $135.5 million in the second quarter.
- Return on average assets was 2.12%, while net interest margin was 4.53%.
- The company repurchased 1.3 million shares and paid a quarterly dividend of $0.23 per share.
- Book value per common share was a record $22.74 at September 30, 2026.
$HOMB Insider Trading Activity
$HOMB insiders have traded $HOMB stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $HOMB stock by insiders over the last 6 months:
- JOHN W ALLISON (Chairman & CEO) purchased 100,000 shares for an estimated $2,696,210
- JIM RANKIN sold 15,000 shares for an estimated $462,966
- JOHN STEPHEN TIPTON (Centennial Bank CEO) sold 12,000 shares for an estimated $379,080
- JENNIFER C. FLOYD (Chief Accounting Officer) sold 3,000 shares for an estimated $81,345
- JOHN W II ALLISON sold 2,000 shares for an estimated $52,750
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HOMB Hedge Fund Activity
We have seen 214 institutional investors add shares of $HOMB stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 6,007,797 shares (+230.6%) to their portfolio in Q2 2026, for an estimated $171,522,604
- AQR CAPITAL MANAGEMENT LLC added 3,198,474 shares (+197.2%) to their portfolio in Q2 2026, for an estimated $91,316,432
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,263,704 shares (+inf%) to their portfolio in Q2 2026, for an estimated $64,628,749
- BLACKROCK, INC. added 1,894,028 shares (+7.9%) to their portfolio in Q2 2026, for an estimated $54,074,499
- AZORA CAPITAL LP added 1,143,241 shares (+111.1%) to their portfolio in Q2 2026, for an estimated $32,639,530
- NFJ INVESTMENT GROUP, LLC removed 774,061 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $22,099,441
- JPMORGAN CHASE & CO added 636,869 shares (+inf%) to their portfolio in Q2 2026, for an estimated $18,182,609
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
