Home BancShares Inc will release its third quarter earnings report after the closing bell on Wednesday, October 14.

Analysts expect the Conway, Arkansas-based company to report quarterly earnings of 64 cents per share, up from 61 cents per share in the year-ago period. The consensus estimate for quarterly revenue is $294.21 million. It reported $280.59 million last year.

Analyst Revisions

Several analysts updated their ratings and price targets in July and August 2026, reflecting a generally constructive view on the stock ahead of the results.

What the Numbers Show

The divergence in price targets highlights a split in sentiment. While Piper Sandler and Stephens & Co. maintain Overweight ratings with targets of $36 and $35 respectively, Citigroup and Cantor Fitzgerald remain Neutral with lower targets of $32 and $31. This suggests that while some analysts see significant upside potential relative to the current share price of $28.56, others anticipate more modest growth or stability.

Dividend and Market Performance

On July 22, Home BancShares maintained its quarterly dividend at 21 cents per share. Shares of the company rose 1.4% to close at $28.56 on Thursday.

Home BancShares, Inc. (NYSE: HOMB) secured top-tier recognition in two major industry rankings for 2026, highlighting its performance among mid-size U.S. banks. The company placed fifth in Forbes’ World’s Top Performing Banks list for the mid-size segment.

The rankings underscore Home BancShares’ standing in profitability, capital resilience, and asset quality. These recognitions follow a disciplined approach to banking operations across its six-state footprint.

Forbes Ranking Details

Forbes published its "World’s Top Performing Banks" list on September 9, 2026. Home BancShares ranked #5 in the Mid-Size Banks category.

Banks were evaluated across four dimensions:

• Profitability
• Growth & earnings quality
• Capital & funding resilience
• Asset quality & efficiency

Eligible banks were segmented into six tiers based on total assets. Home BancShares falls into Tier 4, which includes banks with $20-$50 billion in assets. The ranking relies on objective financial data from providers such as S&P Capital IQ.

Bank Director Recognition

On August 21, 2026, Bank Director released its annual "RankingBanking" study, sponsored by Crowe LLP. Home BancShares achieved two notable positions:

The analysis covered the 300 largest publicly traded banks using calendar year 2025 results. Data was sourced from S&P Global Market Intelligence and analyzed by Piper Sandler & Co.

Four core metrics determined the rankings:

• Core return on average tangible common equity (Core ROATCE)
• Core return on average total assets
• Tangible common equity ratio
• Nonperforming assets to loans & other real estate owned

Core ROATCE replaced core return on equity as a criterion this year. Lower combined scores indicated higher rankings. The study included over-the-counter banks, with the smallest participant holding approximately $1.9 billion in assets.

What the Numbers Show

The dual recognition highlights a divergence between size-based segmentation and performance-based ranking. While Home BancShares operates in the $20-$50 billion asset tier per Forbes, it competes successfully against a broader peer group in Bank Director’s analysis. The shift to Core ROATCE as a primary metric suggests investors are prioritizing tangible capital efficiency over broader equity returns.

Company Profile

Home BancShares is headquartered in Conway, Arkansas. Its wholly-owned subsidiary, Centennial Bank, provides commercial and retail banking services. Branches operate in Arkansas, Florida, Texas, Tennessee, South Alabama, and New York City.