SFNC

Simmons First National Corporation reported a net income of $78.1 million in Q4 2025, leading to an analyst upgrade. The Board authorized a $175 million stock repurchase program and declared a quarterly cash dividend of $0.215 per share. In Q1 2026, net income was $68.5 million, meeting analyst estimates, but revenue fell slightly short, causing a premarket stock decline. The company announced a strategic shift towards organic loan growth and raised its 2026 outlook for net interest income and margin expansion. Analyst sentiment has been mixed, with rating changes from Raymond James Financial, Wall Street Zen, Zacks Research, and Morgan Stanley. SFNC's stock has shown positive performance, being up 22.06% in the past six months.