earnings
confidence high
sentiment positive
materiality 0.65
Home BancShares posts record Q3 2026 net income of $129.5M ($0.65 EPS); dividend raised 9.5% to $0.23
HOME BANCSHARES INC
- Record Q3 net income $129.5M, or $0.65 diluted EPS, vs $123.6M/$0.63 a year earlier; adjusted net income a record $129.1M, up 7.9% YoY.
- Total revenue (net) $288.4M vs $295.1M in Q2 2026 but up from $277.7M in Q3 2025; NIM 4.53%; efficiency ratio 40.78%.
- Dividend of $0.23/share paid in Q3, up $0.02 (9.5%) from Q2's $0.21 and 15.0% above Q3 2025's $0.20; 1.3M shares repurchased for $39.6M.
- Non-performing assets rose to 1.02% of total assets from 0.93%; NPAs $245.3M and non-performing loans $200.8M; net charge-offs fell to $2.1M from $5.8M.
- Loans $16.91B, down $216.6M, and deposits $18.76B vs $19.11B; book value/share $22.74 and tangible book value $15.35, both records.