Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for Home BancShares (NYSE:HOMB) Stock

Home BancShares (NYSE:HOMB) had its price objective lifted by analysts at Keefe, Bruyette & Woods from $30.00 to $32.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “market perform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price objective indicates a potential upside of 3.84% from the stock’s previous close.

HOMB has been the subject of several other reports. Weiss Ratings lowered shares of Home BancShares from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, May 26th. Wall Street Zen lowered shares of Home BancShares from a “hold” rating to a “sell” rating in a research report on Saturday, April 18th. Benchmark initiated coverage on Home BancShares in a report on Wednesday, June 24th. They issued a “hold” rating on the stock. Piper Sandler reaffirmed an “overweight” rating and issued a $36.00 price target (up from $33.00) on shares of Home BancShares in a report on Friday. Finally, Stephens cut their price objective on Home BancShares from $34.00 to $32.00 and set an “overweight” rating for the company in a research report on Friday, April 17th. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $32.80.

Home BancShares Price Performance

NYSE:HOMB opened at $30.82 on Friday. The business’s 50-day moving average price is $27.67 and its 200 day moving average price is $27.82. The firm has a market cap of $6.21 billion, a P/E ratio of 12.73 and a beta of 0.68. Home BancShares has a 52-week low of $25.50 and a 52-week high of $31.18. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.18.

Home BancShares (NYSE:HOMB) last issued its quarterly earnings results on Wednesday, July 15th. The financial services provider reported $0.64 EPS for the quarter, topping the consensus estimate of $0.62 by $0.02. The firm had revenue of $295.10 million for the quarter, compared to analysts’ expectations of $288.70 million. Home BancShares had a net margin of 32.10% and a return on equity of 11.25%. Home BancShares’s revenue for the quarter was up 8.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.58 earnings per share. As a group, sell-side analysts predict that Home BancShares will post 2.48 earnings per share for the current fiscal year.

Insider Activity at Home BancShares

In other Home BancShares news, CAO Jennifer C. Floyd sold 3,000 shares of Home BancShares stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $27.11, for a total value of $81,330.00. Following the completion of the sale, the chief accounting officer directly owned 4,635 shares in the company, valued at $125,654.85. The trade was a 39.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 6.39% of the company’s stock.

Hedge Funds Weigh In On Home BancShares

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Police & Firemen s Retirement System of New Jersey raised its stake in Home BancShares by 0.8% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 52,582 shares of the financial services provider’s stock worth $1,461,000 after buying an additional 410 shares during the period. Quadrant Capital Group LLC grew its stake in Home BancShares by 4.3% in the third quarter. Quadrant Capital Group LLC now owns 10,360 shares of the financial services provider’s stock valued at $293,000 after acquiring an additional 425 shares during the period. Villanova Investment Management Co LLC increased its holdings in shares of Home BancShares by 0.4% in the fourth quarter. Villanova Investment Management Co LLC now owns 114,093 shares of the financial services provider’s stock worth $3,170,000 after acquiring an additional 468 shares in the last quarter. Root Financial Partners LLC increased its holdings in shares of Home BancShares by 76.9% in the first quarter. Root Financial Partners LLC now owns 1,090 shares of the financial services provider’s stock worth $29,000 after acquiring an additional 474 shares in the last quarter. Finally, DRW Securities LLC raised its position in shares of Home BancShares by 2.8% during the fourth quarter. DRW Securities LLC now owns 19,495 shares of the financial services provider’s stock worth $542,000 after purchasing an additional 524 shares during the period. Institutional investors and hedge funds own 67.31% of the company’s stock.

Key Stories Impacting Home BancShares

Here are the key news stories impacting Home BancShares this week:

• Positive Sentiment: Stephens raised its price target on Home BancShares from $32 to $35 and reiterated an overweight rating, signaling the strongest upside view among the latest analyst notes. Stephens raises HOMB price target
• Positive Sentiment: Keefe, Bruyette & Woods also lifted its target, moving from $30 to $32, while keeping a market perform rating, which adds to the constructive tone around the stock. KBW raises HOMB price target
• Positive Sentiment: Home BancShares reported Q2 2026 earnings of $0.64 per share, topping estimates, alongside record net income and record revenue, reinforcing investor confidence in earnings momentum. Q2 2026 earnings highlights
• Positive Sentiment: The company said it expects roughly $5.5 million in annual cost savings from the upcoming Mountain Commerce conversion and is stepping up buybacks, both of which can support future earnings per share. Mountain Commerce conversion and buybacks
• Neutral Sentiment: The recent earnings transcript and related commentary are likely keeping attention on management’s outlook, but they mainly reinforce the same positive operating themes rather than adding a new catalyst. Q2 2026 earnings call transcript
• Neutral Sentiment: Some post-earnings coverage described the results as sparking “fresh debate,” but the underlying takeaway remains that HOMB delivered solid fundamentals and stronger-than-expected results. Earnings spark fresh debate

Home BancShares Company Profile

Home BancShares, Inc is a bank holding company based in Conway, Arkansas, operating through its primary subsidiary, Home Bank, National Association. Founded in March 1999, the company provides a comprehensive suite of banking services to individuals, small and middle-market businesses, and public entities. These services encompass deposit accounts, consumer and commercial lending, mortgage origination and servicing, treasury management, and wealth management solutions.

The company’s core products include checking and savings accounts, certificates of deposit, and money market accounts, as well as a variety of loan offerings such as commercial real estate financing, equipment loans, agricultural lending, and residential mortgages.