Home BancShares Q2 adjusted EPS beat estimates

Overview

• Regional lender Home BancShares' Q2 2025 revenue beats analyst expectations, per LSEG data

• Adjusted EPS for Q2 2025 exceeds consensus, per LSEG data

• Co repurchased 1 mln shares, reflecting strong shareholder returns

Outlook

• Company did not provide specific future guidance in the press release.

Result Drivers

• RECORD NET INCOME - Home BancShares achieved record net income of $118.4 million, per CEO John Allison

• INTEREST INCOME GROWTH - A $5.3 million increase in loan income and a $2.3 million rise in income from deposits with other banks drove net interest income growth

• STABLE NIM - Net interest margin remained stable at 4.44%

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the banks peer group is "buy"

• Wall Street's median 12-month price target for Home BancShares Inc is $33.00, about 13.6% above its July 16 closing price of $28.52

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX2jK78g