Home BancShares, Inc. (HOMB)

Home Bancshares, Inc. reported record third-quarter net income of $123.6 million on October 15, 2025, and record quarterly net income of $118.4 million for the second quarter of 2025 on July 16, 2025. The company announced increases in its quarterly cash dividend to $0.20 per share, payable on June 4, 2025, and on October 22, 2025. On October 24, 2025, a director recorded a Code G transaction involving 7,025 shares of common stock. In October 2025, analysts provided a consensus recommendation of "Moderate Buy" for HOMB shares.

Specific information regarding the demand seasonality for Home Bancshares, Inc.'s products and services is not explicitly detailed in the provided search results. Seeking Alpha indicates potential indirect seasonality in stock performance, but this does not directly detail demand seasonality for its core banking products.

Home Bancshares, Inc. operates in the Financial Services sector, focusing on National and Regional Banks. The company offers various loans, including non-farm/non-residential real estate, construction/land development, residential mortgage, consumer, agricultural, and commercial and industrial loans. Deposit services include checking, savings, money market accounts, and certificates of deposit. Additional financial services are 24-hour internet banking, mobile banking, voice response information, cash management, overdraft protection, direct deposit, safe deposit boxes, and United States savings bonds. Home Bancshares, Inc. also provides commercial and personal lines of business insurance.

Home Bancshares, Inc. operates through branches in Arkansas, Florida, South Alabama, Texas, and New York City.

KBRA affirmed the ratings for Home Bancshares, Inc. and its subsidiary, Centennial Bank, in March 2025, with a Stable Outlook for all long-term ratings. This was supported by the company's strong loss-absorbing capacity, peer-leading earnings, and robust core capital metrics. Centennial Bank was recognized as the top overall Arkansas bank in 2017.

Major institutional owners include Blackrock Inc, Vanguard Group Inc, State Street Corp., and T. Rowe Price Investment Management, Inc. Robert F. Birch Jr. is the largest individual shareholder, owning 31.66% of the company's shares.