{"filings":[{"id":556477,"accession_number":"0001193125-26-232794","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-05-20T21:00:39+00:00","items":["8.01"],"status":"ready","headline":"Stellar discloses three lawsuits and supplemental proxy disclosures for PB merger","event_type":"m_and_a","confidence":"high","bullets":["Three shareholder lawsuits filed in NY Supreme Court challenging merger disclosure adequacy.","Supplemental proxy includes details on talks with Company B, C, D from Sept–Nov 2025.","KBW fee estimated at ~$23.8M; prior $500K from Prosperity for American Bank Holding deal.","Stellar and Prosperity deny claims; supplemental disclosures made to avoid litigation delay.","Proxy amended with selected transaction announcement dates and financial analysis ranges."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":556481,"accession_number":"0001473844-26-000027","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-05-20T21:00:19+00:00","items":["8.01","9.01"],"status":"ready","headline":"Stellar Bancorp declares $0.15 quarterly dividend payable June 26, 2026","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.15 per common share declared on May 20, 2026.","Payable on June 26, 2026 to shareholders of record as of June 15, 2026.","Press release issued on May 20, 2026 announcing the dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93046,"accession_number":"0001473844-26-000023","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stellar Bancorp Q1 net income $27.0M, EPS $0.53; loan growth 16% annualized; merger with Prosperity on track","event_type":"earnings","confidence":"high","bullets":["Net income $27.0M ($0.53 diluted EPS) vs Q4 $26.1M ($0.51); adjusted EPS $0.58 excluding merger costs.","Loans held for investment rose $287.4M (3.94% linked-quarter, 16.0% annualized) to $7.59B.","Net interest margin (tax-equivalent) expanded to 4.24% from 4.21%; net interest income up 2.5% to $105.9M.","Merger with Prosperity: all regulatory approvals received; shareholder vote May 27, 2026; closing expected July 1.","Nonperforming assets increased to $70.1M (0.64% of total assets) from $60.0M; provision for credit losses $2.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1635000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93045,"accession_number":"0001473844-26-000019","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Stellar and Prosperity receive all regulatory approvals for merger; vote May 27, close July 1","event_type":"m_and_a","confidence":"high","bullets":["All regulatory approvals received from Federal Reserve Bank of Dallas, FDIC, and Texas Department of Banking.","Special meeting of Stellar shareholders scheduled for May 27, 2026 to vote on the merger.","Merger expected to close on or about July 1, 2026, subject to shareholder approval and other conditions.","Transaction originally announced January 27, 2026; Prosperity acquiring Stellar."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93044,"accession_number":"0001473844-26-000010","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Stellar Bancorp redeems $30M of 4.70% subordinated notes due 2029","event_type":"debt","confidence":"high","bullets":["Redeemed remaining $30.0M aggregate principal of 4.70% Fixed-to-Floating Rate Subordinated Notes due 2029.","Redemption price at 100% of principal plus accrued interest to April 1, 2026.","All outstanding Notes fully redeemed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104345,"accession_number":"0001473844-26-000003","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Stellar Bancorp Declares $0.15 Quarterly Dividend","event_type":"dividend","confidence":"high","bullets":["Board declared quarterly cash dividend of $0.15 per share on February 25, 2026.","Dividend payable on March 31, 2026 to shareholders of record as of March 16, 2026.","Stellar Bancorp (NYSE: STEL) announced the dividend via press release on February 25, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104344,"accession_number":"0001104659-26-007678","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Stellar Bancorp to be acquired by Prosperity Bancshares in stock-and-cash deal","event_type":"m_and_a","confidence":"high","bullets":["Stellar stockholders to receive 0.3803 Prosperity shares and $11.36 cash per share.","Termination fee of $78 million payable by Stellar under certain conditions.","Directors holding ~8.8% of Stellar shares entered voting agreements to support the merger.","Two Stellar directors to join Prosperity board after closing; Stellar equity awards cashed out.","Closing requires Stellar shareholder vote, regulatory approvals, and no legal restraints."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104343,"accession_number":"0001104659-26-007187","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stellar Bancorp enters merger with Prosperity; Q4 EPS $0.51, NIM expands","event_type":"m_and_a","confidence":"medium","bullets":["Merger agreement with Prosperity Bancshares, Inc. announced; conference call canceled, deal terms undisclosed.","Q4 2025 net income $26.1M ($0.51 diluted EPS); full-year net income $102.9M ($1.99 EPS).","Net interest income $103.4M; tax-equivalent NIM ex-PAA 4.06%, up from 4.00% in Q3.","Nonperforming assets rose to 0.56% of assets; provision for credit losses $5.1M vs $305K in prior quarter.","Repurchased 299,347 shares at avg $30.44; redeemed $30M subordinated debt in October."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104342,"accession_number":"0001104659-26-007183","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Stellar Bancorp to be acquired by Prosperity Bancshares in ~$2B stock-and-cash deal","event_type":"m_and_a","confidence":"high","bullets":["Prosperity to issue 0.3803 shares + $11.36 cash per Stellar share; total consideration ~$2B based on Jan 27 closing.","Stellar has $10.8B assets, $7.3B loans, $9.0B deposits, and 52 Texas banking offices as of Dec 31, 2025.","Transaction expected to close in Q2 2026, subject to Stellar shareholder and regulatory approvals.","Stellar CEO Robert Franklin to join Prosperity Bank as Vice Chairman; President Ramon Vitulli as Houston Area Chairman.","Combination creates second-largest Texas bank by deposits with over 330 branches."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120642,"accession_number":"0001473844-25-000069","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Stellar Bancorp increases quarterly dividend to $0.15 per share, up $0.01","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.15 per share declared, payable Dec 31, 2025 to holders of record Dec 15, 2025.","Dividend increased by $0.01 per share from the prior $0.14 quarterly dividend.","New dividend represents a 7.1% increase from the previous rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120641,"accession_number":"0001473844-25-000062","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stellar Bancorp Q3 net income $25.7M ($0.50 EPS); NIM expands to 4.20%, deposits grow $144M","event_type":"earnings","confidence":"high","bullets":["Net income $25.7M, diluted EPS $0.50 vs $26.4M ($0.51) in Q2 2025.","Net interest margin (tax-equivalent) 4.20%, up 2 bps QoQ; excluding PAA, NIM 4.00%.","Deposits increased $143.8M to $8.82B; loans decreased $119.5M to $7.17B.","On Oct 1, 2025, redeemed $30M of subordinated debt (half of outstanding $60M).","Noninterest expense rose to $73.1M (up $3.1M); efficiency ratio 63.69% vs 61.87%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":4690000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137231,"accession_number":"0001473844-25-000057","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Stellar Bancorp redeems $30M of $60M subordinated notes due 2029","event_type":"debt","confidence":"high","bullets":["Redeems $30M aggregate principal of its 4.70% Fixed-to-Floating Rate Subordinated Notes due 2029.","Redemption price is 100% of principal plus accrued interest to the redemption date of October 1, 2025.","Original issuance was $60M; partial redemption reduces outstanding to $30M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137230,"accession_number":"0001473844-25-000055","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Stellar Bancorp declares $0.14 quarterly dividend payable Sept 30, 2025","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.14 per common share declared.","Payable on September 30, 2025 to shareholders of record on September 15, 2025.","Declaration approved by Board of Directors on August 27, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137229,"accession_number":"0001473844-25-000047","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Stellar Bancorp Q2 net income $26.4M ($0.51 EPS); net interest margin 4.18%, nonperforming assets down","event_type":"earnings","confidence":"high","bullets":["Net income $26.4M ($0.51 diluted EPS) vs Q1 $24.7M ($0.46); annualized ROAA 1.01%, ROTCE 12.16%.","Net interest margin (tax-equivalent) 4.18%; NII $98.3M, down 0.9% QoQ with $5.3M purchase accounting accretion.","Total deposits up $110.9M QoQ to $8.67B; loans up $4.2M to $7.29B; core deposit growth funded asset increase.","Nonperforming assets $58.2M (0.55% of assets) vs $59.7M (0.57%); net charge-offs $206K or 0.01% annualized.","Repurchased 791K shares at weighted avg $26.08; book value per share $31.20, tangible book $19.94."],"consensus_eps_estimate":null,"consensus_eps_actual":0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":3145000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154534,"accession_number":"0001473844-25-000043","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stellar Bancorp director William E. Wilson Jr. resigns from board effective June 12, 2025","event_type":"leadership","confidence":"high","bullets":["William E. Wilson Jr. resigned from Stellar Bancorp's board on June 12, 2025, after serving since 2017.","Wilson was a member of the Audit Committee; resignation not due to any disagreement with the company.","No successor named; the company expressed appreciation for his service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154533,"accession_number":"0001473844-25-000038","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["8.02","9.01"],"status":"ready","headline":"Stellar Bancorp shareholders approve amended omnibus incentive plan, adding 1.1M shares","event_type":"other","confidence":"high","bullets":["Shareholders approved Amended and Restated 2022 Omnibus Incentive Plan at May 21, 2025 annual meeting.","Authorized share pool increased by 1,100,000 shares to a total of 3,100,000 shares.","Plan includes administrative changes; material terms described in April 10, 2025 proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154532,"accession_number":"0001473844-25-000035","cik":1473844,"company_name":"Stellar Bancorp, Inc.","ticker":"STEL","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"Stellar Bancorp declares $0.14 quarterly dividend, an increase; shareholders reject board declassification","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend raised to $0.14/share, payable June 30, 2025 to holders of record June 16, 2025.","Shareholders voted against declassifying the board (34.3M for, 670K against; did not pass).","Say-on-pay and 2022 Omnibus Incentive Plan amendments approved with over 92% of votes cast.","New Executive Severance Plan provides up to 200% base salary continuation for named executive officers upon qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}