Home BancShares Inc. (HOMB) earnings date & stock reaction
HOMB · Home BancShares Inc. · Financials
“Our team delivered a very solid and safe third quarter.”
- ▲Record Net Income Achieved
- Q3 net income was $129.5 million, up from $119.3 million in the previous quarter.
- Diluted EPS reached a company record of $0.65 per share.
- ▲Enhanced Shareholder Returns
- Quarterly dividend was raised to $0.23 per share, a 9.5% increase vs last quarter.
- This represents a 15.0% increase compared to the $0.20 dividend paid in the same period last year.
- ▲Improved Efficiency Ratio
- The efficiency ratio improved to 40.78% from 44.54% in the previous quarter.
- This improvement was primarily driven by the absence of acquisition-related expenses from Q2.
- ▼Decline in Revenue and Loans
- Total revenue was $288.4 million, down 2.3% vs last quarter's $295.1 million.
- Total loans receivable decreased to $16.91 billion from $17.13 billion in the previous quarter.
- ▼Rise in Non-Performing Assets
- Non-performing assets rose to $245.3 million from $228.6 million in the previous quarter.
- The ratio of non-performing assets to total assets increased to 1.02% from 0.93% last quarter.
- ▼Decrease in Non-Interest Income
- Non-interest income fell to $46.4 million, down 13.3% vs last quarter's $53.5 million.
- The decline reflects the normal variability in fee-based revenue categories.
Price after the latest report
Home BancShares Inc. (HOMB) rose the day after earnings in 8 of its last 12 reports (67%), moving ±1.5% on average. It has fallen despite beating the consensus estimate 3 times.
When results drop, check the metric above vs last quarter and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
3/7 beats fell next day · watches Interest margin · provisions · capital return
- Sep 2026 report-0.3%
- Jun 2026 report+1.0%
- Mar 2026 report-1.0%
- Dec 2025 report+2.0%
- Sep 2025 report-3.1%
- Jun 2025 report+0.1%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 9/2026 | 2026-10-14 | +1.9% | -0.3% | — |
| 6/2026 | 2026-07-15 | +5.1% | +1.0% | +4.9% |
| 3/2026 | 2026-04-15 | — | -1.0% | -3.9% |
| 12/2025 | 2026-01-14 | +0.2% | +2.0% | +4.9% |
| 9/2025 | 2025-10-15 | +2.2% | -3.1% | -4.1% |
| 6/2025 | 2025-07-16 | +2.2% | +0.1% | +4.3% |
12 reports, quarters ending 12/2023 to 9/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Home BancShares Inc. earnings date?
The next Home BancShares Inc. (HOMB) earnings report is expected Wed, January 13 (estimated). This is an estimate based on past reporting dates, not a confirmed date.
Does Home BancShares Inc. (HOMB) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±1.5%.
Does Home BancShares Inc. react more to the earnings numbers or to guidance?
In 5 of the last 9 reports (56%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Home BancShares Inc. stock fall even when earnings are good?
Yes. In 4 of the last 12 reports, Home BancShares Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Home BancShares Inc. stock keep moving after the earnings day?
Over the last 11 reports, the move continued in the same direction for the following five trading days 82% of the time. This tendency is known as post-earnings announcement drift.