Stephens Boosts Home BancShares (NYSE:HOMB) Price Target to $35.00

Home BancShares (NYSE:HOMB) had its price target lifted by equities researchers at Stephens from $32.00 to $35.00 in a report released on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. Stephens’ target price would indicate a potential upside of 13.58% from the stock’s previous close.

A number of other research firms also recently issued reports on HOMB. Cantor Fitzgerald restated a “neutral” rating on shares of Home BancShares in a research note on Thursday. Benchmark assumed coverage on Home BancShares in a research report on Wednesday, June 24th. They set a “hold” rating for the company. Piper Sandler reissued an “overweight” rating and issued a $36.00 target price (up from $33.00) on shares of Home BancShares in a report on Friday. Wall Street Zen cut Home BancShares from a “hold” rating to a “sell” rating in a research report on Saturday, April 18th. Finally, Keefe, Bruyette & Woods boosted their price target on Home BancShares from $30.00 to $32.00 and gave the company a “market perform” rating in a research note on Friday. Three research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $32.80.

Home BancShares Trading Up 0.4%

Shares of HOMB stock opened at $30.82 on Friday. Home BancShares has a 12-month low of $25.50 and a 12-month high of $31.18. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.18. The firm’s 50 day moving average is $27.67 and its 200 day moving average is $27.82. The stock has a market capitalization of $6.21 billion, a P/E ratio of 12.73 and a beta of 0.68.

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

Insider Activity

In other news, CAO Jennifer C. Floyd sold 3,000 shares of the company’s stock in a transaction on Tuesday, April 21st. The stock was 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. This represents a 39.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 6.39% of the stock is currently owned by insiders.

Institutional Trading of Home BancShares

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Root Financial Partners LLC lifted its position in shares of Home BancShares by 76.9% during the 1st quarter. Root Financial Partners LLC now owns 1,090 shares of the financial services provider’s stock valued at $29,000 after buying an additional 474 shares in the last quarter. CIBC Private Wealth Group LLC increased its holdings in Home BancShares by 164.8% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,083 shares of the financial services provider’s stock worth $30,000 after acquiring an additional 674 shares in the last quarter. Kestra Advisory Services LLC bought a new stake in Home BancShares during the 4th quarter worth approximately $36,000. Covestor Ltd raised its stake in Home BancShares by 110.6% during the 4th quarter. Covestor Ltd now owns 1,327 shares of the financial services provider’s stock worth $37,000 after acquiring an additional 697 shares during the period. Finally, Binnacle Investments Inc lifted its holdings in Home BancShares by 76.7% during the second quarter. Binnacle Investments Inc now owns 1,329 shares of the financial services provider’s stock valued at $38,000 after purchasing an additional 577 shares in the last quarter. Hedge funds and other institutional investors own 67.31% of the company’s stock.

Key Home BancShares News

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.