Zacks Research Issues Positive Estimate for Hilltop Earnings

Hilltop Holdings Inc. (NYSE:HTH) – Stock analysts at Zacks Research upped their Q1 2026 EPS estimates for Hilltop in a research report issued to clients and investors on Monday, January 19th. Zacks Research analyst Team now anticipates that the financial services provider will earn $0.38 per share for the quarter, up from their previous forecast of $0.36. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Hilltop’s current full-year earnings is $1.51 per share. Zacks Research also issued estimates for Hilltop’s Q4 2026 earnings at $0.57 EPS and FY2026 earnings at $1.82 EPS.

Hilltop (NYSE:HTH) last announced its quarterly earnings data on Thursday, October 23rd. The financial services provider reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.49 by $0.25. The company had revenue of $330.20 million for the quarter, compared to analyst estimates of $309.68 million. Hilltop had a return on equity of 7.18% and a net margin of 9.86%.During the same quarter in the previous year, the company earned $0.46 EPS.

Several other research firms have also recently issued reports on HTH. Stephens increased their price objective on Hilltop from $35.00 to $36.00 and gave the stock an “equal weight” rating in a research report on Monday, October 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Hilltop in a report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $34.00.

Hilltop Price Performance

HTH opened at $36.86 on Wednesday. Hilltop has a 12 month low of $27.35 and a 12 month high of $37.30. The stock has a market capitalization of $2.26 billion, a P/E ratio of 14.69 and a beta of 0.91. The business has a 50 day simple moving average of $34.61 and a 200-day simple moving average of $33.36.

Insider Buying and Selling at Hilltop

In other news, CAO Keith E. Bornemann sold 2,200 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $35.00, for a total transaction of $77,000.00. Following the completion of the transaction, the chief accounting officer directly owned 8,692 shares of the company’s stock, valued at $304,220. This trade represents a 20.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 29.90% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Hilltop

Several hedge funds have recently bought and sold shares of HTH. Royal Bank of Canada lifted its position in shares of Hilltop by 41.9% in the first quarter. Royal Bank of Canada now owns 10,818 shares of the financial services provider’s stock valued at $330,000 after acquiring an additional 3,192 shares in the last quarter. AQR Capital Management LLC raised its stake in Hilltop by 623.7% in the 1st quarter. AQR Capital Management LLC now owns 79,654 shares of the financial services provider’s stock valued at $2,425,000 after purchasing an additional 68,648 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Hilltop by 5.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 27,846 shares of the financial services provider’s stock valued at $848,000 after purchasing an additional 1,362 shares in the last quarter. Millennium Management LLC boosted its stake in shares of Hilltop by 236.4% during the 1st quarter. Millennium Management LLC now owns 461,206 shares of the financial services provider’s stock worth $14,044,000 after purchasing an additional 324,108 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Hilltop by 32.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 796,277 shares of the financial services provider’s stock worth $24,247,000 after purchasing an additional 192,991 shares during the last quarter. Hedge funds and other institutional investors own 57.13% of the company’s stock.

More Hilltop News

Here are the key news stories impacting Hilltop this week:

• Positive Sentiment: Zacks Research raised near‑term and full‑year 2026 EPS forecasts and carries a “Strong‑Buy” view, lifting Q1 and Q4 estimates and forecasting FY2026 EPS of $1.82 — a clear bullish catalyst supporting higher prices. Zacks Research estimate lift
• Positive Sentiment: Coverage calling HTH a top momentum pick is drawing investor interest and likely amplifying flows into the stock as traders chase momentum. Are You Looking for a Top Momentum Pick?
• Positive Sentiment: The stock reached a 52‑week high, a technical trigger that can attract momentum and momentum‑focused funds; analysts are parsing fundamentals to judge sustainability. 52 Week High
• Neutral Sentiment: Hilltop was featured in a Zacks highlights roundup, which raises visibility but is unlikely by itself to move fundamentals. Zacks.com featured highlights
• Negative Sentiment: A separate Zacks piece cautions Hilltop lacks the two key ingredients that typically signal an earnings beat, and analysts expect a decline in upcoming reported earnings — a near‑term risk that could cap gains if the company misses. Analysts Estimate Decline

Hilltop Company Profile

Hilltop Holdings, Inc (NYSE: HTH) is a Dallas, Texas–based financial holding company offering commercial banking, mortgage lending and capital markets services through its three primary subsidiaries: PlainsCapital Corporation, PrimeLending and HilltopSecurities. PlainsCapital provides deposit, lending and treasury management solutions to small and mid-sized businesses, professionals and individuals. PrimeLending specializes in home purchase and refinance loans, serving retail, wholesale and correspondent channels.