earnings
confidence high
sentiment neutral
materiality 0.75
Home BancShares Q1 net income $118.2M, EPS $0.60; NPAs jump to 0.97%; acquired MCBI
HOME BANCSHARES INC
2026-Q1 EPS reported
$0.60
- Net income flat at $118.2M sequentially, up from $115.2M YoY; diluted EPS $0.60.
- ROA 2.09%; NIM 4.51% (down from 4.61% Q4) on lower event income and purchase accretion.
- NPAs rose to 0.97% from 0.55% due to one $92.1M non-accrual loan relationship.
- Book value per share $22.15 and tangible book $14.87, both records; dividend $0.21.
- Completed acquisition of Mountain Commerce Bancorp on Apr 1, issuing ~5.4M shares valued at ~$146M.