Recent discussions on X about Simmons First National Corporation (SFNC) have centered around the company's significant financial moves, particularly its sale of $3.2 billion in investment securities to a major financial institution for approximately $2.4 billion, resulting in a substantial after-tax loss. This transaction has sparked a flurry of reactions, with many questioning the long-term implications for the bank's balance sheet and strategic direction.
Additionally, the company's recent equity raises, totaling over $550 million, have drawn attention as a potential catalyst for growth, though some express skepticism about the dilution impact on existing shareholders. The conversation remains dynamic, as participants weigh the benefits of increased financial flexibility against the immediate financial hit from the securities sale. This mix of concern and cautious optimism keeps the dialogue engaging and multifaceted.
Note: This discussion summary was generated from an AI condensation of post data.
Simmons First National Corporation Congressional Stock Trading
Members of Congress have traded $SFNC stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SFNC stock by members of Congress over the last 6 months:
- REPRESENTATIVE J. FRENCH HILL sold up to $250,000 on 06/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Simmons First National Corporation Insider Trading Activity
Simmons First National Corporation insiders have traded $SFNC stock on the open market 15 times in the past 6 months. Of those trades, 15 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SFNC stock by insiders over the last 6 months:
- GEORGE JR MAKRIS (Chairman & CEO) has made 5 purchases buying 45,625 shares for an estimated $844,062 and 0 sales.
- STEVEN A COSSE purchased 13,500 shares for an estimated $249,750
- STEENBERG CHRISTOPHER J VAN (EVP & Chief Operating Officer) purchased 13,500 shares for an estimated $249,750
- JAMES M BROGDON (President) purchased 7,550 shares for an estimated $139,675
- MARTY CASTEEL purchased 5,400 shares for an estimated $99,900
- CHARLES DANIEL HOBBS (EVP & CFO) purchased 5,400 shares for an estimated $99,900
- RUSSELL WILLIAM TEUBNER purchased 4,050 shares for an estimated $74,925
- JENNIFER BRYNN COMPTON (EVP) purchased 2,700 shares for an estimated $49,950
- JULIE L STACKHOUSE purchased 1,080 shares for an estimated $19,980
- JERRY HUNTER purchased 1,000 shares for an estimated $18,500
- SUSAN S LANIGAN purchased 540 shares for an estimated $9,990
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Simmons First National Corporation Hedge Fund Activity
We have seen 130 institutional investors add shares of Simmons First National Corporation stock to their portfolio, and 112 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WESTWOOD HOLDINGS GROUP INC added 1,899,407 shares (+119.9%) to their portfolio in Q1 2025, for an estimated $38,994,825
- FJ CAPITAL MANAGEMENT LLC removed 1,104,008 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $22,665,284
- METLIFE INVESTMENT MANAGEMENT, LLC added 893,298 shares (+1179.6%) to their portfolio in Q1 2025, for an estimated $18,339,407
- INVESCO LTD. added 887,603 shares (+140.6%) to their portfolio in Q1 2025, for an estimated $18,222,489
- STATE STREET CORP removed 558,649 shares (-8.0%) from their portfolio in Q1 2025, for an estimated $11,469,063
- QUBE RESEARCH & TECHNOLOGIES LTD added 510,221 shares (+362.4%) to their portfolio in Q1 2025, for an estimated $10,474,837
- GOLDMAN SACHS GROUP INC removed 498,906 shares (-41.6%) from their portfolio in Q1 2025, for an estimated $10,242,540
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Simmons First National Corporation Analyst Ratings
Wall Street analysts have issued reports on $SFNC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stephens & Co. issued a "Overweight" rating on 04/21/2025
To track analyst ratings and price targets for Simmons First National Corporation, check out Quiver Quantitative's $SFNC forecast page.
Simmons First National Corporation Price Targets
Multiple analysts have issued price targets for $SFNC recently. We have seen 3 analysts offer price targets for $SFNC in the last 6 months, with a median target of $23.0.
Here are some recent targets:
- Gary Tenner from DA Davidson set a target price of $23.0 on 07/23/2025
- Wood Lay from Keefe, Bruyette & Woods set a target price of $22.0 on 07/21/2025
- Matt Olney from Stephens & Co. set a target price of $25.0 on 04/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
