Home BancShares Q1 adjusted EPS beats on expense management

Home BancShares

15/04/2026 22:33

Overview

U.S. regional bank's Q1 revenue rose 2.5% yr/yr but missed analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company completed previously announced Mountain Commerce Bancorp acquisition after quarter end

Outlook

Company did not provide specific guidance for the current qtr or full yr

Result Drivers

BALANCE SHEET MANAGEMENT - Co said effective balance sheet management and stable credit performance supported results

EXPENSE CONTROL - Co highlighted disciplined expense management and cost efficiency as supporting profitability

INTEREST EXPENSE DECLINE - Lower interest expense driven by declining rate environment aided results

Company press release: ID:nGNX1mhLw3

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$266.70 mln
$273.14 mln (7 Analysts)
Q1 Adjusted EPS
Beat
$0.60
$0.59 (9 Analysts)
Q1 EPS
$0.60
Q1 Adjusted Net Income
Beat
$118.20 mln
$116.37 mln (8 Analysts)
Q1 Net Income
$118.20 mln
Q1 ROE
11.09%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "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 15.6% above its April 15 closing price of $27.67

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 11 three months ago

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.)