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HOMB

HOME BANCSHARES, INC.

At today's price, HOME BANCSHARES, INC. (HOMB) is priced for 12.2% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
12.2% return on equity
Priced In
within-range

Key Takeaways

• Home BancShares, parent of Centennial Bank, is one of the most profitable banks of its size, posting a Q1 2026 return on average assets of 2.09% and an efficiency ratio of 41.6%, meaning it spends less than 42 cents to earn a dollar of revenue. [Source: Q1 2026 earnings release] • The biggest specific risk is credit concentration: non-performing loans jumped to $182.1 million in the quarter, driven mostly by a single relationship of $92.1 million placed on non-accrual. [Source: Q1 2026 earning

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Institutional ownership

344 institutional managers reported holding HOMB in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 46%. 47 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 10.7M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (7.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

HOMB's share count grew 19.3% over the past five years even with $320.99M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 14 years straight; the current rate is $0.81 a share annually. Cash returned over the past three years: $422.98M in dividends and $206.03M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at HOMB over the trailing three years: 2023: 2 buys totaling $99k; 2024: 1 buy totaling $455k; 2025: 1 buy totaling $308k. 20 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

HOMB's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2022-02-25-3.8%-8.5%
2022-05-10-2.1%+4.2%
2022-08-10-0.9%-2.5%
2022-11-05-4.7%-9.6%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

HOMB's latest 8-K filings: 2026-07-15 (items 2.02, 7.01, 9.01); 2026-04-17 (items 5.07); 2026-04-15 (items 2.02, 7.01, 9.01); 2026-04-01 (items 7.01, 8.01, 9.01); 2026-03-24 (items 8.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.