HOMBNYSEState Commercial BanksFiscal year ends December 31
HOME BANCSHARES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$29.13−0.07 (-0.24%)
Close on Oct 19, 2026
- Market cap
- $5.87B
- P/E (TTM)
- 12.0
- Dividend yield
- 2.76%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
76.9%
154M of 200M shares
Institutional holders
378
63 new, 40 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
1 buys · 7 sales
Net bought $512.97K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 23,638,717 | 11.70% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 11,029,235 | 5.60% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 10,138,493 | 5.03% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HOMB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,766,839 | 12.88% | $735.64M | +1,894,028 | 0.01% |
| Vanguard Portfolio Management LLC | 11,906,969 | 5.95% | $339.94M | +963,346 | 0.02% |
| State Street Corp | 10,016,469 | 5.01% | $285.98M | +902,674 | 0.01% |
| Vanguard Capital Management LLC | 8,646,530 | 4.32% | $246.86M | +335,124 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 8,613,556 | 4.31% | $245.92K | +567,778 | 0.16% |
| Dimensional Fund Advisors LP | 7,216,830 | 3.61% | $206.05M | +496,339 | 0.04% |
| Capital Research Global Investors | 5,136,606 | 2.57% | $146.65M | −551,916 | 0.02% |
| Geode Capital Management, LLC | 5,069,961 | 2.53% | $144.77M | +308,359 | 0.01% |
| Aqr Capital Management LLC | 4,820,427 | 2.41% | $137.62M | +3,198,474 | 0.05% |
| American Century Companies Inc | 4,451,894 | 2.23% | $127.10M | −207,940 | 0.06% |
| First Trust Advisors LP | 3,757,951 | 1.88% | $107.29M | +286,344 | 0.06% |
| Northern Trust Corp | 2,574,125 | 1.29% | $73.49M | +186,995 | 0.01% |
| Barr E S & Co | 2,458,588 | 1.23% | $70.19M | +12,101 | 3.94% |
| Copeland Capital Management, LLC | 2,445,709 | 1.22% | $69.82M | −116,058 | 1.43% |
| Nuveen, LLC | 2,310,449 | 1.15% | $65.96M | −201,443 | 0.02% |
| Charles Schwab Investment Management Inc | 2,263,704 | 1.13% | $64.63M | +50,934 | 0.01% |
| Azora Capital LP | 2,172,583 | 1.09% | $62.03M | +1,143,241 | 2.61% |
| Norges Bank | 2,057,956 | 1.03% | $58.75M | New | 0.01% |
| Fisher Asset Management, LLC | 1,722,124 | 0.86% | $49.17M | −93,485 | 0.01% |
| Bank of New York Mellon Corp | 1,543,548 | 0.77% | $44.07M | −42,419 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 378 | 154M | 76.9% | 63 / 161 | 105 / 40 | 18M | 8M |
| Q1 2026 | 363 | 145M | 72.4% | 57 / 132 | 125 / 42 | 31M | 11M |
| Q4 2025 | 355 | 146M | 72.9% | 48 / 117 | 133 / 39 | 12M | 5M |
| Q3 2025 | 354 | 140M | 69.8% | 40 / 127 | 121 / 36 | 8M | 9M |
| Q2 2025 | 354 | 141M | 70.4% | 54 / 118 | 127 / 31 | 6M | 6M |
| Q1 2025 | 334 | 141M | 70.6% | 42 / 109 | 125 / 33 | 11M | 8M |
| Q4 2024 | 329 | 140M | 69.8% | 51 / 109 | 116 / 37 | 9M | 7M |
| Q3 2024 | 318 | 138M | 69.1% | 39 / 112 | 110 / 20 | 30M | 5M |
| Q2 2024 | 300 | 137M | 68.6% | 34 / 107 | 111 / 16 | 5M | 6M |
| Q1 2024 | 284 | 138M | 69.1% | 31 / 87 | 114 / 32 | 5M | 5M |
| Q4 2023 | 286 | 138M | 69.1% | 41 / 92 | 103 / 22 | 9M | 5M |
| Q3 2023 | 270 | 133M | 66.7% | 35 / 85 | 107 / 20 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HOMB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 6,413,260 | 3.21% | $183.10M | 0.15% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,070,311 | 3.03% | $173.31M | 0.01% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 5,001,886 | 2.50% | $142.80M | 0.15% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,853,239 | 2.43% | $138.56M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,389,586 | 2.19% | $125.32M | 0.07% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 3,313,935 | 1.66% | $94.61M | 0.83% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 2,958,261 | 1.48% | $84.46M | 0.80% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,779,783 | 1.39% | $79.36M | 0.12% | Jun 30, 2026 |
| Small Cap Value Fund | 2,295,000 | 1.15% | $65.52M | 2.16% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 2,169,978 | 1.08% | $61.95M | 1.31% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,146,116 | 1.07% | $61.27M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,064,992 | 1.03% | $64.16M | 0.19% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,786,109 | 0.89% | $50.99M | 0.35% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 1,059,885 | 0.53% | $32.93M | 0.03% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 1,048,804 | 0.52% | $29.94M | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John W. Allison | Chairman & CEO, Director | 6,703,119 | 3.35% | Jun 4, 2026 |
| Donna Townsell | Director of Investor Relations | 255,303 | 0.13% | Jan 29, 2026 |
| Brian Davis | Chief Financial Officer, Director | 8,888 | 0.00% | Jan 20, 2026 |
| Tracy French | Centennial Bank Chairman, Director | 344,295 | 0.17% | Feb 10, 2025 |
| John Stephen Tipton | Centennial Bank CEO | 104,359 | 0.05% | Aug 5, 2026 |
| Kevin Hester | President and CLO | 165,903 | 0.08% | Apr 22, 2026 |
| Jennifer C. Floyd | Chief Accounting Officer | 4,635 | 0.00% | Apr 22, 2026 |
| Russell Davis Carter III | Centennial Bank Regional Pres. | 46,967 | 0.02% | Jan 20, 2026 |
| Jack Engelkes | Director | 426,464 | 0.21% | Aug 17, 2026 |
| Jim Rankin | Director | 209,617 | 0.10% | Aug 12, 2026 |
| John W. Allison II | Director | 714,571 | 0.36% | Jun 2, 2026 |
| James G. Hinkle | Director | 463,127 | 0.23% | Feb 11, 2026 |
| Thomas J. Longe | Director | 15,500 | 0.01% | Jan 20, 2026 |
| Robert H. Adcock Jr | Director | 1,362,841 | 0.68% | Jan 20, 2026 |
| Alex R. Lieblong | Director | 6,000 | 0.00% | Jan 20, 2026 |
| Milburn Adams | Director | 6,000 | 0.00% | Jan 20, 2026 |
| Karen Garrett | Director | 10,500 | 0.01% | Jan 20, 2026 |
| Larry W. Ross | Director | 6,000 | 0.00% | Jan 20, 2026 |
| Mike Beebe | Director | 6,000 | 0.00% | Jan 20, 2026 |
| James Pat Hickman | Director | 138,620 | 0.07% | Jan 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jack Engelkes Director | Aug 17, 2026 | Gift | −5,000 | – | – | 210,115 |
| Jim Rankin Director | Aug 11, 2026 | Sale | −15,000 | $30.86 | $462.90K | 209,617 |
| John Stephen Tipton Centennial Bank CEO | Aug 4, 2026 | Sale | −12,000 | $31.59 | $379.08K | 76,308 |
| John W. Allison Chairman & CEO, Director | Jun 3, 2026 | Gift | −30,000 | – | – | 5,768,826 |
| John W. Allison II Director | Jun 1, 2026 | Sale | −2,000 | $26.38 | $52.76K | 649,995 |
| John W. Allison Chairman & CEO, Director | May 19, 2026 | Gift | −100 | – | – | 5,798,826 |
| Kevin Hester President and CLO | Apr 22, 2026 | Inheritance | +1,628 | – | – | 165,903 |
| Jennifer C. Floyd Chief Accounting Officer | Apr 21, 2026 | Sale | −3,000 | $27.12 | $81.36K | 4,635 |
| Kevin Hester President and CLO | Apr 20, 2026 | Option exercise | +20,000 | $21.25 | $425.00K | 179,912 |
| Kevin Hester President and CLO | Apr 20, 2026 | Tax withholding | −15,637 | $27.18 | $425.01K | 164,275 |
| John W. Allison Chairman & CEO, Director | Apr 17, 2026 | Buy | +100,000 | $26.96 | $2.70M | 5,798,926 |
| John W. Allison II Director | Feb 23, 2026 | Sale | −5,000 | $28.19 | $140.95K | 651,995 |
| James G. Hinkle Director | Feb 11, 2026 | Sale | −30,000 | $30.27 | $908.10K | 457,127 |
| Donna Townsell Director of Investor Relations | Jan 28, 2026 | Sale | −5,563 | $28.38 | $157.88K | 218,460 |
| Donna Townsell Director of Investor Relations | Jan 21, 2026 | Tax withholding | −14,437 | $29.44 | $425.03K | 224,023 |
| Donna Townsell Director of Investor Relations | Jan 21, 2026 | Option exercise | +20,000 | $21.25 | $425.00K | 238,460 |
| Jack Engelkes Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Mike Beebe Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| John W. Allison Chairman & CEO, Director | Jan 16, 2026 | Award | +83,000 | – | – | 169,333 |
| John W. Allison Chairman & CEO, Director | Jan 16, 2026 | Award | +100,000 | – | – | 266,667 |
| John Stephen Tipton Centennial Bank CEO | Jan 16, 2026 | Award | +30,000 | – | – | 105,000 |
| Milburn Adams Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Jim Rankin Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Robert H. Adcock Jr Director | Jan 16, 2026 | Gift | −3,461 | – | – | 209,871 |
| Robert H. Adcock Jr Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Brian Davis Chief Financial Officer, Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Thomas J. Longe Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Kevin Hester President and CLO | Jan 16, 2026 | Award | +30,000 | – | – | 105,000 |
| Larry W. Ross Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Alex R. Lieblong Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| James G. Hinkle Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Karen Garrett Director | Jan 16, 2026 | Award | +3,000 | – | – | 6,000 |
| Russell Davis Carter III Centennial Bank Regional Pres. | Jan 16, 2026 | Award | +30,000 | – | – | 30,000 |
| Donna Townsell Director of Investor Relations | Jan 16, 2026 | Award | +33,000 | – | – | 36,000 |
| Alex R. Lieblong Director | Jan 8, 2026 | Gift | −883 | – | – | 560,645 |
| John W. Allison Chairman & CEO, Director | Dec 23, 2025 | Gift | −14,850 | – | – | 5,495,926 |
| Donna Townsell Director of Investor Relations | Dec 18, 2025 | Gift | +500 | – | – | 218,460 |
| Donna Townsell Director of Investor Relations | Dec 18, 2025 | Gift | +500 | – | – | 36,844 |
| Robert H. Adcock Jr Director | Dec 11, 2025 | Gift | −3,478 | – | – | 213,332 |
| John W. Allison Chairman & CEO, Director | Dec 8, 2025 | Gift | −30,000 | – | – | 5,510,776 |
| Alex R. Lieblong Director | Oct 24, 2025 | Gift | −7,025 | – | – | 561,528 |
| John W. Allison Chairman & CEO, Director | Aug 26, 2025 | Sale | −110,000 | $30.02 | $3.30M | 5,540,776 |
| John W. Allison Chairman & CEO, Director | Aug 22, 2025 | Gift | −38,648 | – | – | 5,650,776 |
| John W. Allison Chairman & CEO, Director | Jul 28, 2025 | Gift | −3,508 | – | – | 5,689,424 |
| John W. Allison Chairman & CEO, Director | Jul 28, 2025 | Award | −3,508 | – | – | 5,689,424 |
| John Stephen Tipton Centennial Bank CEO | Jun 20, 2025 | Sale | −24,159 | $27.52 | $664.86K | 53,308 |
| Milburn Adams Director | May 21, 2025 | Gift | −522 | – | – | 144,006 |
| John Stephen Tipton Centennial Bank CEO | May 20, 2025 | Tax withholding | −38,466 | $29.10 | $1.12M | 77,467 |
| John Stephen Tipton Centennial Bank CEO | May 20, 2025 | Option exercise | +40,000 | $18.46 | $738.40K | 93,308 |
| John Stephen Tipton Centennial Bank CEO | May 20, 2025 | Tax withholding | −25,375 | $29.10 | $738.41K | 67,933 |
| John Stephen Tipton Centennial Bank CEO | May 20, 2025 | Option exercise | +48,000 | $23.32 | $1.12M | 115,933 |
| Kevin Hester President and CLO | May 9, 2025 | Sale | −6,345.08 | $29.71 | $188.51K | 0 |
| Kevin Hester President and CLO | May 8, 2025 | Sale | −7,128 | $28.67 | $204.36K | 0 |
| Jennifer C. Floyd Chief Accounting Officer | Apr 23, 2025 | Sale | −2,500 | $27.45 | $68.63K | 4,301 |
| Milburn Adams Director | Mar 13, 2025 | Gift | −522 | – | – | 144,528 |
| John W. Allison Chairman & CEO, Director | Feb 21, 2025 | Gift | −250 | – | – | 5,692,932 |
| Tracy French Centennial Bank Chairman, Director | Feb 7, 2025 | Option exercise | +90,000 | $23.32 | $2.10M | 293,949 |
| Tracy French Centennial Bank Chairman, Director | Feb 7, 2025 | Tax withholding | −68,055 | $30.84 | $2.10M | 225,894 |
| John W. Allison Chairman & CEO, Director | Jan 21, 2025 | Buy | +10,000 | $30.76 | $307.60K | 5,693,182 |
| Donna Townsell Director of Investor Relations | Jan 17, 2025 | Award | +3,000 | – | – | 6,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jim Rankin Director | Aug 10, 2026 | 15,000 | $473.10K | Aug 10, 2026 | DRIP |
| John Stephen Tipton Officer | Aug 4, 2026 | 12,000 | $380.00K | Aug 4, 2026 | Restricted Stock Vesting |
| John W. Allison II Director | Jun 2, 2026 | 2,000 | $52.75K | Jun 1, 2026 | Pre-IPO private issuance |
| Jennifer C. Floyd Officer | Apr 21, 2026 | 3,000 | $80.23K | Apr 21, 2026 | Restricted Stock Vesting |
| John W. Allison II Director | Feb 23, 2026 | 5,000 | $140.10K | Feb 23, 2026 | Pre-IPO private issuance |
| James G. Hinkle Director | Feb 10, 2026 | 30,000 | $904.80K | Feb 10, 2026 | Bank Merger |
| Donna Townsell Officer | Jan 22, 2026 | 5,563 | $163.77K | Jan 22, 2026 | Stock Option Exercise |
| John W. Allison Officer, Director | Aug 26, 2025 | 110,000 | $3.30M | Aug 26, 2025 | Open Market Purchase |
| John Stephen Tipton Officer | Jun 20, 2025 | 24,159 | $664.91K | Jun 20, 2025 | Stock Option Exercise |
| John Stephen Tipton Officer | May 22, 2025 | 24,159 | $681.53K | May 23, 2025 | Stock Option Exercise |
| Kevin Hester Officer | May 8, 2025 | 13,474 | $388.36K | May 8, 2025 | Purchase |
| Jennifer C. Floyd Officer | Apr 23, 2025 | 2,500 | $68.62K | Apr 23, 2025 | Restricted Stock Vesting |
| Colony Fund Lp Key Director | Nov 27, 2024 | 55,000 | $1.71M | Nov 26, 2024 | Open market |
| James Pat Hickman Director | Nov 18, 2024 | 99,997 | $3.07M | Nov 18, 2024 | Acquisition |
| Jennifer C. Floyd Officer | Nov 7, 2024 | 2,000 | $61.55K | Nov 7, 2024 | Stock Option Exercise |