Keefe, Bruyette & Woods Issues Positive Forecast for Home BancShares (NYSE:HOMB) Stock Price

Home BancShares (NYSE:HOMB) had its target price upped by Keefe, Bruyette & Woods from $30.00 to $32.00 in a research note released on Friday morning,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the financial services provider’s stock.

HOMB has been the topic of a number of other reports. Piper Sandler reaffirmed an “overweight” rating and issued a $36.00 target price (up from $33.00) on shares of Home BancShares in a report on Friday. Wall Street Zen downgraded Home BancShares from a “hold” rating to a “sell” rating in a research report on Saturday, April 18th. Cantor Fitzgerald restated a “neutral” rating on shares of Home BancShares in a research note on Thursday. Weiss Ratings cut Home BancShares from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, May 26th. Finally, Stephens reduced their target price on Home BancShares from $34.00 to $32.00 and set an “overweight” rating for the company in a research note on Friday, April 17th. Three analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $32.80.

Home BancShares Price Performance

NYSE:HOMB opened at $30.82 on Friday. Home BancShares has a 1-year low of $25.50 and a 1-year high of $31.18. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.18. The firm has a fifty day simple moving average of $27.67 and a 200 day simple moving average of $27.82. The stock has a market capitalization of $6.21 billion, a PE ratio of 12.73 and a beta of 0.68.

Home BancShares (NYSE:HOMB) last issued its earnings results on Wednesday, July 15th. The financial services provider reported $0.64 earnings per share for the quarter, topping analysts’ consensus estimates of $0.62 by $0.02. The business had revenue of $295.10 million for the quarter, compared to the consensus estimate of $288.70 million. Home BancShares had a net margin of 32.10% and a return on equity of 11.25%. The firm’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.58 earnings per share. On average, research analysts expect that Home BancShares will post 2.48 EPS for the current fiscal year.

Home BancShares Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 3rd. Investors of record on Wednesday, May 13th were paid a $0.21 dividend. The ex-dividend date was Wednesday, May 13th. This represents a $0.84 annualized dividend and a yield of 2.7%. Home BancShares’s payout ratio is 34.71%.

Insider Activity

In other Home BancShares news, CAO Jennifer C. Floyd sold 3,000 shares of the business’s stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $27.11, for a total value of $81,330.00. Following the completion of the sale, the chief accounting officer owned 4,635 shares of the company’s stock, valued at $125,654.85. The trade was a 39.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 6.39% of the company’s stock.

Institutional Trading of Home BancShares

Several large investors have recently modified their holdings of the stock. Trust Point Inc. bought a new stake in Home BancShares during the second quarter worth about $205,000. Kwmg LLC increased its stake in shares of Home BancShares by 2.6% in the 2nd quarter. Kwmg LLC now owns 266,746 shares of the financial services provider’s stock valued at $7,616,000 after purchasing an additional 6,820 shares during the last quarter. Apella Capital LLC raised its holdings in shares of Home BancShares by 41.6% during the 2nd quarter. Apella Capital LLC now owns 14,534 shares of the financial services provider’s stock worth $417,000 after buying an additional 4,273 shares in the last quarter. Versant Capital Management Inc raised its holdings in shares of Home BancShares by 153.3% during the 2nd quarter. Versant Capital Management Inc now owns 1,857 shares of the financial services provider’s stock worth $53,000 after buying an additional 1,124 shares in the last quarter. Finally, Cim Investment Management Inc. lifted its position in shares of Home BancShares by 41.3% during the 1st quarter. Cim Investment Management Inc. now owns 11,999 shares of the financial services provider’s stock worth $323,000 after buying an additional 3,508 shares during the last quarter. 67.31% of the stock is owned by institutional investors and hedge funds.

Home BancShares News Roundup

Here are the key news stories impacting Home BancShares this week:

• Positive Sentiment: Stephens raised its price target on Home BancShares from $32 to $35 and reiterated an overweight rating, signaling the strongest upside view among the latest analyst notes. Stephens raises HOMB price target
• Positive Sentiment: Keefe, Bruyette & Woods also lifted its target, moving from $30 to $32, while keeping a market perform rating, which adds to the constructive tone around the stock. KBW raises HOMB price target
• Positive Sentiment: Home BancShares reported Q2 2026 earnings of $0.64 per share, topping estimates, alongside record net income and record revenue, reinforcing investor confidence in earnings momentum. Q2 2026 earnings highlights
• Positive Sentiment: The company said it expects roughly $5.5 million in annual cost savings from the upcoming Mountain Commerce conversion and is stepping up buybacks, both of which can support future earnings per share. Mountain Commerce conversion and buybacks
• Neutral Sentiment: The recent earnings transcript and related commentary are likely keeping attention on management’s outlook, but they mainly reinforce the same positive operating themes rather than adding a new catalyst. Q2 2026 earnings call transcript
• Neutral Sentiment: Some post-earnings coverage described the results as sparking “fresh debate,” but the underlying takeaway remains that HOMB delivered solid fundamentals and stronger-than-expected results. Earnings spark fresh debate

About Home BancShares

Home BancShares, Inc is a bank holding company based in Conway, Arkansas, operating through its primary subsidiary, Home Bank, National Association. Founded in March 1999, the company provides a comprehensive suite of banking services to individuals, small and middle-market businesses, and public entities. These services encompass deposit accounts, consumer and commercial lending, mortgage origination and servicing, treasury management, and wealth management solutions.

The company’s core products include checking and savings accounts, certificates of deposit, and money market accounts, as well as a variety of loan offerings such as commercial real estate financing, equipment loans, agricultural lending, and residential mortgages.