HOME BANCSHARES INC
HOMB · State Commercial Banks · 201.4M shares · +5%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $39M (gross $49M, SBC $9M)
Reference price $26.38 · est. market cap ~$5.3B — last insider sale, 2026-06-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Home BancShares — high-ROA Arkansas bank with disciplined underwriting.
Strengths
- ROA 98th pct, ROE 11.1% (65th), strong FCF (91st) and cash (86th)
- Acquisitive, efficiency-focused model
Risks
- CRE/credit and rate sensitivity
- Acquisition-integration risk
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $667M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$3M, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 5 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$1M, last 6mo) Form 4 ↗
Key metrics
Return on equity
11.1%
Return on assets
2.1%
Net-income growth
18.2%
Free cash flow
$377M
Tangible book value
$2.9B
Cash & investments
$667M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | ALLISON JOHN W | Gift | 30K | — |
| 2026-06-01 | Allison John W II | Sell | 2.0K | $26.38 |
| 2026-05-19 | ALLISON JOHN W | Gift | 100 | — |
| 2026-04-22 | Hester Kevin | Inherited | 1.6K | — |
| 2026-04-21 | FLOYD JENNIFER C. | Sell | 3.0K | $27.11 |
| 2026-04-20 | Hester Kevin | Option exercise | 20K | $21.25 |
| 2026-04-20 | Hester Kevin | Tax withheld | 16K | $27.18 |
| 2026-04-17 | ALLISON JOHN W | Buy | 100K | $26.96 |
| 2026-02-23 | Allison John W II | Sell | 5.0K | $28.19 |
| 2026-02-11 | Hinkle James G | Sell | 30K | $30.27 |
| 2026-01-28 | Townsell Donna | Sell | 5.6K | $28.38 |
| 2026-01-21 | Townsell Donna | Option exercise | 20K | $21.25 |
| 2026-01-21 | Townsell Donna | Tax withheld | 14K | $29.44 |
| 2026-01-16 | ALLISON JOHN W | Grant | 100K | — |
| 2026-01-16 | Engelkes Jack | Grant | 3.0K | — |
| 2026-01-16 | Ross Larry W | Grant | 3.0K | — |
| 2026-01-16 | Garrett Karen | Grant | 3.0K | — |
| 2026-01-16 | Rankin Jim | Grant | 3.0K | — |
| 2026-01-16 | LIEBLONG ALEX R | Grant | 3.0K | — |
| 2026-01-16 | ALLISON JOHN W | Grant | 83K | — |
| 2026-01-16 | Townsell Donna | Grant | 33K | — |
| 2026-01-16 | TIPTON JOHN STEPHEN | Grant | 30K | — |
| 2026-01-16 | Carter Russell Davis III | Grant | 30K | — |
| 2026-01-16 | Adams Milburn | Grant | 3.0K | — |
| 2026-01-16 | Hester Kevin | Grant | 30K | — |
| 2026-01-16 | Adcock Robert H Jr | Grant | 3.0K | — |
| 2026-01-16 | Adcock Robert H Jr | Gift | 3.5K | — |
| 2026-01-16 | Davis Brian | Grant | 3.0K | — |
| 2026-01-16 | Hinkle James G | Grant | 3.0K | — |
| 2026-01-16 | Beebe Mike | Grant | 3.0K | — |
| 2026-01-16 | LONGE THOMAS J | Grant | 3.0K | — |
| 2026-01-08 | LIEBLONG ALEX R | Gift | 883 | — |
| 2025-12-23 | ALLISON JOHN W | Gift | 15K | — |
| 2025-12-18 | Townsell Donna | Gift | 500 | — |
| 2025-12-18 | Townsell Donna | Gift | 500 | — |
| 2025-12-11 | Adcock Robert H Jr | Gift | 3.5K | — |
| 2025-12-08 | ALLISON JOHN W | Gift | 30K | — |
| 2025-10-24 | LIEBLONG ALEX R | Gift | 7.0K | — |
| 2025-08-26 | ALLISON JOHN W | Sell | 110K | $30.02 |
| 2025-08-22 | ALLISON JOHN W | Gift | 39K | — |
| 2025-07-28 | ALLISON JOHN W | Gift | 3.5K | — |
| 2025-07-28 | ALLISON JOHN W | Grant | 3.5K | — |
| 2025-06-20 | TIPTON JOHN STEPHEN | Sell | 24K | $27.52 |
| 2025-05-21 | Adams Milburn | Gift | 522 | — |
| 2025-05-20 | TIPTON JOHN STEPHEN | Tax withheld | 25K | $29.10 |
| 2025-05-20 | TIPTON JOHN STEPHEN | Option exercise | 48K | $23.32 |
| 2025-05-20 | TIPTON JOHN STEPHEN | Tax withheld | 38K | $29.10 |
| 2025-05-20 | TIPTON JOHN STEPHEN | Option exercise | 40K | $18.46 |
| 2025-05-09 | Hester Kevin | Sell | 6.3K | $29.71 |
| 2025-05-08 | Hester Kevin | Sell | 7.1K | $28.67 |
| 2025-04-23 | FLOYD JENNIFER C. | Sell | 2.5K | $27.45 |
| 2025-03-13 | Adams Milburn | Gift | 522 | — |
| 2025-02-21 | ALLISON JOHN W | Gift | 250 | — |
| 2025-02-07 | French Tracy | Option exercise | 90K | $23.32 |
| 2025-02-07 | French Tracy | Tax withheld | 68K | $30.84 |
| 2025-01-21 | ALLISON JOHN W | Buy | 10K | $30.76 |
| 2025-01-17 | French Tracy | Grant | 3.0K | — |
| 2025-01-17 | Ross Larry W | Grant | 3.0K | — |
| 2025-01-17 | LONGE THOMAS J | Grant | 3.0K | — |
| 2025-01-17 | Townsell Donna | Grant | 3.0K | — |
| 2025-01-17 | Engelkes Jack | Grant | 3.0K | — |
| 2025-01-17 | Rankin Jim | Grant | 3.0K | — |
| 2025-01-17 | Garrett Karen | Grant | 3.0K | — |
| 2025-01-17 | Hickman James Pat | Grant | 3.0K | — |
| 2025-01-17 | Hinkle James G | Grant | 3.0K | — |
| 2025-01-17 | Adcock Robert H Jr | Grant | 3.0K | — |
| 2025-01-17 | Davis Brian | Grant | 3.0K | — |
| 2025-01-17 | LIEBLONG ALEX R | Grant | 3.0K | — |
| 2025-01-17 | ALLISON JOHN W | Grant | 3.0K | — |
| 2025-01-17 | ALLISON JOHN W | Grant | 50K | — |
| 2025-01-17 | ALLISON JOHN W | Grant | 100K | — |
| 2025-01-17 | Adams Milburn | Grant | 3.0K | — |
| 2025-01-17 | Beebe Mike | Grant | 3.0K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-05-05 | 2026-03-31 | 0001331520-26-000095 ↗ |
| 8-K | 2026-04-17 | 2026-04-16 | 0001331520-26-000092 ↗ |
| 8-K | 2026-04-15 | 2026-04-15 | 0001331520-26-000088 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001331520-26-000082 ↗ |
| 8-K | 2026-03-24 | 2026-03-24 | 0001331520-26-000078 ↗ |
| 8-K | 2026-03-02 | 2026-03-02 | 0001331520-26-000059 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001331520-26-000051 ↗ |
| 8-K | 2026-01-20 | 2026-01-16 | 0001331520-26-000021 ↗ |
| 8-K | 2026-01-14 | 2026-01-14 | 0001331520-26-000014 ↗ |
| 8-K | 2025-12-08 | 2025-12-07 | 0001331520-25-000155 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001331520-25-000148 ↗ |
| 8-K | 2025-10-15 | 2025-10-15 | 0001331520-25-000142 ↗ |