Zacks Research Weighs in on Hilltop’s Q1 Earnings (NYSE:HTH)

Hilltop Holdings Inc. (NYSE:HTH) – Analysts at Zacks Research lifted their Q1 2026 earnings estimates for shares of Hilltop in a research report issued to clients and investors on Monday, January 19th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $0.38 per share for the quarter, up from their previous estimate of $0.36. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Hilltop’s current full-year earnings is $1.51 per share. Zacks Research also issued estimates for Hilltop’s Q4 2026 earnings at $0.57 EPS and FY2026 earnings at $1.82 EPS.

Other research analysts have also recently issued reports about the company. Stephens upped their price target on Hilltop from $35.00 to $36.00 and gave the stock an “equal weight” rating in a research note on Monday, October 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Hilltop in a report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $34.00.

Hilltop Stock Performance

Shares of HTH stock opened at $36.84 on Wednesday. Hilltop has a one year low of $27.35 and a one year high of $37.04. The firm’s 50 day moving average price is $34.55 and its 200-day moving average price is $33.34. The firm has a market cap of $2.26 billion, a P/E ratio of 14.68 and a beta of 0.91.

Hilltop (NYSE:HTH) last announced its quarterly earnings results on Thursday, October 23rd. The financial services provider reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.49 by $0.25. The business had revenue of $330.20 million during the quarter, compared to analysts’ expectations of $309.68 million. Hilltop had a net margin of 9.86% and a return on equity of 7.18%. During the same period last year, the business earned $0.46 earnings per share.

Insider Activity at Hilltop

In other news, CAO Keith E. Bornemann sold 2,200 shares of the business’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $35.00, for a total value of $77,000.00. Following the completion of the transaction, the chief accounting officer owned 8,692 shares of the company’s stock, valued at $304,220. The trade was a 20.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 29.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Hantz Financial Services Inc. acquired a new stake in shares of Hilltop in the second quarter worth $27,000. EverSource Wealth Advisors LLC boosted its position in Hilltop by 584.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,075 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 918 shares during the period. GAMMA Investing LLC increased its holdings in Hilltop by 141.8% in the 2nd quarter. GAMMA Investing LLC now owns 1,400 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 821 shares in the last quarter. Danske Bank A S acquired a new stake in Hilltop in the 3rd quarter valued at $43,000. Finally, Smartleaf Asset Management LLC raised its position in Hilltop by 42.7% in the third quarter. Smartleaf Asset Management LLC now owns 1,334 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 399 shares during the period. 57.13% of the stock is currently owned by hedge funds and other institutional investors.

More Hilltop News

Here are the key news stories impacting Hilltop this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year EPS estimates (including FY2026/FY2027) and keeps a “Strong‑Buy” rating — supportive for valuation and investor sentiment. Are You Looking for a Top Momentum Pick?
• Positive Sentiment: HTH was highlighted among “5 Stocks With Strong Relative Price Strength” by Zacks — technical and earnings momentum can attract momentum/quant flows. 5 Stocks With Strong Relative Price Strength to Start 2026
• Neutral Sentiment: Hilltop scheduled its Q4 and full‑year 2025 earnings conference call/webcast for Jan. 30 (management and CFO presenting). This is a near‑term catalyst where guidance, margin commentary and capital allocation updates could move the stock. Earnings Conference Call and Webcast
• Neutral Sentiment: Hilltop appeared in a Zacks roundup featured on Sharewise — additional media mentions can amplify investor attention but are not direct fundamental drivers. Zacks.com featured highlights include … Hilltop Holdings

About Hilltop

Hilltop Holdings, Inc (NYSE: HTH) is a Dallas, Texas–based financial holding company offering commercial banking, mortgage lending and capital markets services through its three primary subsidiaries: PlainsCapital Corporation, PrimeLending and HilltopSecurities. PlainsCapital provides deposit, lending and treasury management solutions to small and mid-sized businesses, professionals and individuals. PrimeLending specializes in home purchase and refinance loans, serving retail, wholesale and correspondent channels.