HOMB, US4368932004

Home BancShares reports record third-quarter profit: what it means for Home BancShares stock

Published on 10/16/2026 at 04:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Home BancShares earned USD 129.5 million in the third quarter, a company record. For Home BancShares stock, revenue was USD 288.4 million.

Record earnings and operating metrics

Home BancShares reported USD 129.5 million in net income for the third quarter on October 14, 2026.
Net revenue reached USD 288.4 million in the third quarter, compared with USD 277.7 million a year earlier.
Market capitalization stood at USD 5.8 billion as of October 16, 2026.

HOMB, US4368932004, Illustration mit AI erstellt.

Home BancShares (US4368932004) reported record net income of USD 129.5 million for the third quarter of 2026. The October 14 release from GlobeNewswire said the Arkansas-based bank was moving closer to its USD 500 million annual adjusted earnings goal.

Record profit meets softer revenue

Net income rose from USD 119.3 million in the second quarter and USD 123.6 million in the third quarter of 2025. Diluted earnings per share reached USD 0.65 for the three months ended September 30, 2026, compared with USD 0.59 in the prior quarter and USD 0.63 a year earlier, according to GlobeNewswire.

Revenue was USD 288.4 million in the third quarter, below USD 295.1 million in the second quarter but above USD 277.7 million in the year-earlier period. The result puts profit quality ahead of headline revenue growth in the current investor debate.

What does the profit mean for margins?

Home BancShares posted a 4.53 percent net interest margin for the third quarter, up from 4.51 percent in the second quarter. Its reported efficiency ratio improved to 40.78 percent from 44.54 percent, while return on average assets increased to 2.12 percent from 1.95 percent.

Three results show the pattern

On March 31, 2026, Home BancShares reported USD 118.2 million in first-quarter net income. On June 30, 2026, second-quarter net income reached USD 119.3 million. On October 14, 2026, the company announced third-quarter net income of USD 129.5 million, the latest result in the sequence, according to GlobeNewswire.

Capital returns remain measurable

The bank paid a USD 0.23 dividend per share in the third quarter, up from USD 0.21 in the second quarter. It also repurchased 1.3 million shares during the period, producing a 0.69 percent shareholder buyback yield.

Stock context after results

Home BancShares was last at USD 28.87 on October 15, 2026 at 4:00 p.m. ET on the NYSE. The primary listing is in the United States, while the company operates through Centennial Bank across Arkansas, Florida, Texas, Tennessee, Alabama and New York City.