Home BancShares Q3 revenue rises on net interest income strength

Home BancShares

14/10/2026 22:31

Overview
U.S. bank holding company's Q3 revenue rose but missed analyst expectations
Adjusted EPS for Q3 beat analyst expectations
Company repurchased 1.3 mln shares in Q3 and raised dividend

Outlook
Company did not provide specific guidance for future quarters or the full year

Result Drivers
NET INTEREST INCOME - Co said strong net interest income generation and lower credit loss expense drove results
REVENUE GROWTH - Q3 revenue growth reflected continued strength in net interest income and the company's banking operations 
FUNDING COSTS - Co said decreased interest expense reflected improved funding costs

Company press release: ID:nGNX7bZv6f

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$288.4 mln
$294.27 mln (7 Analysts)
Q3 Adjusted EPS
Beat
$0.65
$0.64 (7 Analysts)
Q3 EPS
 
$0.65
 
Q3 Adjusted Net Income
Beat
$129.1 mln
$126.58 mln (7 Analysts)
Q3 Net Income
 
$129.5 mln
 
Q3 ROE
 
11.24%
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the banks peer group is "buy."
Wall Street's median 12-month price target for Home BancShares Inc is $32.00, about 13.1% above its October 14 closing price of $28.29
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 11 three months ago

Reuters Recommended Reads
Oct 14 - US banks post solid third-quarter loan growth, but face more competition for deposits
Oct 13 - Citigroup Q3 revenue rises, partly on strength in services, wealth segments
Oct 14 - Equity Bancshares Q3 core EPS rises on loan growth, lifts dividend

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)