secwatch.observer — SEC 8-K summary
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Issuer:     HOME BANCSHARES INC (HOMB)
CIK:        0001331520
Form:       8-K
Filed at:   2026-10-14T21:18:36+00:00
Accession:  0001331520-26-000117
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Home BancShares posts record Q3 2026 net income of $129.5M ($0.65 EPS); dividend raised 9.5% to $0.23
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1331520/000133152026000117/0001331520-26-000117-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1331520/000133152026000117/homb-20261014.htm
  HTML page:      https://secwatch.observer/filing/0001331520-26-000117

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer