SFNCNasdaqNational Commercial BanksFiscal year ends December 31
SIMMONS FIRST NATIONAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$22.22+0.15 (+0.68%)
Close on Oct 19, 2026
- Market cap
- $3.23B
- P/E (TTM)
- –
- Dividend yield
- 3.83%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.8%
118M of 145M shares
Institutional holders
319
46 new, 35 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $203.02K
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 |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,914,004 | 6.15% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 7,643,475 | 5.27% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 7,569,943 | 5.20% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 18,043,806 | – | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFNC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,808,072 | 14.40% | $471.30M | +85,540 | 0.01% |
| Vanguard Portfolio Management LLC | 8,812,134 | 6.10% | $199.59M | +5,238 | 0.01% |
| State Street Corp | 8,137,938 | 5.63% | $186.01M | +500,888 | 0.01% |
| Vanguard Capital Management LLC | 6,613,638 | 4.58% | $149.80M | +67,225 | 0.00% |
| Wellington Management Group Llp | 6,591,542 | 4.56% | $149.30M | +245,024 | 0.03% |
| Dimensional Fund Advisors LP | 6,110,810 | 4.23% | $138.41M | −134,866 | 0.03% |
| Northern Trust Corp | 4,362,714 | 3.02% | $98.82M | −20,254 | 0.01% |
| Geode Capital Management, LLC | 3,906,857 | 2.70% | $88.51M | +246,608 | 0.00% |
| Two Sigma Investments, LP | 3,371,893 | 2.33% | $76.37M | +821,778 | 0.06% |
| Westwood Holdings Group Inc | 3,082,648 | 2.13% | $69.82M | −426,183 | 0.53% |
| Morgan Stanley | 2,503,393 | 1.73% | $56.70M | +898,495 | 0.00% |
| Charles Schwab Investment Management Inc | 2,009,212 | 1.39% | $45.51M | −39,349 | 0.01% |
| JPMorgan Chase & Co | 1,651,811 | 1.14% | $37.60M | +188,926 | 0.00% |
| Frontier Capital Management Co LLC | 1,650,954 | 1.14% | $37.39M | −141,148 | 0.35% |
| Goldman Sachs Group Inc | 1,627,976 | 1.13% | $36.87M | +105,267 | 0.00% |
| Bank of New York Mellon Corp | 1,547,652 | 1.07% | $35.05M | +8,828 | 0.01% |
| Citadel Advisors LLC | 1,476,347 | 1.02% | $33.44M | +241,868 | 0.00% |
| Simmons Bank | 1,290,978 | 0.89% | $29.24M | −36,387 | 1.67% |
| Basswood Capital Management, L.L.C. | 1,285,307 | 0.89% | $29.11M | −166,458 | 1.16% |
| Massachusetts Financial Services Co /Ma/ | 1,234,636 | 0.85% | $27.96M | +377,428 | 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 | 319 | 118M | 81.8% | 46 / 133 | 93 / 35 | 7M | 7M |
| Q1 2026 | 313 | 118M | 82.0% | 51 / 123 | 92 / 34 | 30M | 10M |
| Q4 2025 | 302 | 116M | 80.0% | 34 / 129 | 103 / 52 | 10M | 8M |
| Q3 2025 | 325 | 114M | 79.1% | 60 / 146 | 76 / 23 | 26M | 5M |
| Q2 2025 | 291 | 94M | 64.8% | 37 / 124 | 84 / 21 | 6M | 3M |
| Q1 2025 | 275 | 91M | 63.1% | 30 / 101 | 97 / 17 | 8M | 6M |
| Q4 2024 | 266 | 91M | 62.8% | 40 / 94 | 82 / 17 | 6M | 6M |
| Q3 2024 | 246 | 90M | 62.3% | 33 / 76 | 89 / 18 | 24M | 4M |
| Q2 2024 | 232 | 88M | 60.6% | 24 / 84 | 80 / 23 | 5M | 7M |
| Q1 2024 | 233 | 89M | 61.9% | 31 / 68 | 93 / 23 | 7M | 4M |
| Q4 2023 | 227 | 86M | 59.8% | 30 / 72 | 87 / 20 | 7M | 5M |
| Q3 2023 | 218 | 85M | 58.5% | 27 / 72 | 84 / 14 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SFNC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,717,601 | 6.03% | $197.45M | 0.18% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,604,738 | 3.19% | $104.30M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,775,390 | 2.61% | $85.51M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,330,418 | 2.30% | $75.43M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,107,453 | 1.46% | $47.73M | 0.07% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,757,048 | 1.22% | $41.45M | 0.21% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,684,425 | 1.17% | $38.15M | 0.80% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,666,576 | 1.15% | $37.75M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,611,324 | 1.11% | $38.01M | 0.11% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,324,236 | 0.92% | $29.99M | 0.18% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,261,674 | 0.87% | $28.58M | 0.20% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,247,661 | 0.86% | $28.26M | 0.35% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 973,523 | 0.67% | $22.05M | 0.38% | Jun 30, 2026 |
| Invesco High Yield Equity Dividend AchieversTM ETF | 795,132 | 0.55% | $18.76M | 1.66% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 762,044 | 0.53% | $16.35M | 0.04% | May 31, 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 |
|---|---|---|---|---|
| James M. Brogdon | President & CEO, Director | 70,993 | 0.05% | Apr 27, 2026 |
| George Makris Jr | Chairman & CEO, Director | 722,038 | 0.50% | Jul 24, 2025 |
| Jonathan G. Schneider | EVP | 5,556 | 0.00% | Mar 10, 2026 |
| Brian J. Jackson | EVP | 0 | – | Mar 10, 2026 |
| George A. Makris Iii | EVP, Gen. Counsel & Corp. Sec | 50,804 | 0.04% | Mar 6, 2026 |
| David W. Garner | EVP, Chief Accounting Officer | 81,730 | 0.06% | Mar 6, 2026 |
| Steenberg Christopher J. Van | EVP & Chief Operating Officer | 18,134 | 0.01% | Mar 6, 2026 |
| Charles Daniel Hobbs | EVP & CFO | 17,107 | 0.01% | Mar 6, 2026 |
| Stewart Bradley Yaney | EVP, Chief Credit Risk Officer | 20,276 | 0.01% | Mar 6, 2026 |
| Jennifer Brynn Compton | EVP | 50,675 | 0.04% | Mar 6, 2026 |
| Tina M. Groves | Chief Risk Officer | 35,047 | 0.02% | Mar 6, 2026 |
| Stephen C. Massanelli | SEVP | 93,806 | 0.06% | Jan 31, 2025 |
| Ann Madea | EVP & CIO | 5,983 | 0.00% | Jan 22, 2025 |
| Robert A. Fehlman | CEO | 157,857 | 0.11% | Nov 21, 2024 |
| Eugene Hunt | Director | 37,511 | 0.03% | Jul 2, 2026 |
| William E. Clark Ii | Director | 38,765 | 0.03% | Jul 2, 2026 |
| Julie L. Stackhouse | Director | 19,018 | 0.01% | Jul 2, 2026 |
| Steven A. Cosse | Director | 116,530 | 0.08% | Jul 2, 2026 |
| Russell William Teubner | Director | 68,475 | 0.05% | Jul 2, 2026 |
| Jerry Hunter | Director | 27,125 | 0.02% | Jul 2, 2026 |
| Susan S. Lanigan | Director | 35,825 | 0.02% | Jul 2, 2026 |
| Robert L. Shoptaw | Director | 93,181 | 0.06% | Jul 2, 2026 |
| Edward Drilling | Director | 40,471 | 0.03% | Jul 2, 2026 |
| Mark C. Doramus | Director | 62,330 | 0.04% | Jul 2, 2026 |
| Tom E. Purvis | Director | 41,405 | 0.03% | Jul 2, 2026 |
| Marty Casteel | Director | 222,113 | 0.15% | Jul 2, 2026 |
| Malynda K. West | Director | 26,799 | 0.02% | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William E. Clark Ii Director | Jul 1, 2026 | Option exercise | +975 | – | – | 38,765 |
| Julie L. Stackhouse Director | Jul 1, 2026 | Option exercise | +975 | – | – | 19,018 |
| Steven A. Cosse Director | Jul 1, 2026 | Option exercise | +975 | – | – | 116,530 |
| Russell William Teubner Director | Jul 1, 2026 | Option exercise | +975 | – | – | 24,499 |
| Jerry Hunter Director | Jul 1, 2026 | Option exercise | +975 | – | – | 27,125 |
| Susan S. Lanigan Director | Jul 1, 2026 | Option exercise | +547 | – | – | 35,825 |
| Susan S. Lanigan Director | Jul 1, 2026 | Option exercise | +975 | – | – | 36,800 |
| Robert L. Shoptaw Director | Jul 1, 2026 | Option exercise | +975 | – | – | 88,381 |
| Edward Drilling Director | Jul 1, 2026 | Option exercise | +975 | – | – | 40,471 |
| Mark C. Doramus Director | Jul 1, 2026 | Option exercise | +975 | – | – | 61,520 |
| Mark C. Doramus Director | Jul 1, 2026 | Option exercise | +1,033 | – | – | 60,545 |
| Tom E. Purvis Director | Jul 1, 2026 | Option exercise | +975 | – | – | 41,405 |
| Marty Casteel Director | Jul 1, 2026 | Option exercise | +975 | – | – | 221,913 |
| Marty Casteel Director | Jul 1, 2026 | Option exercise | +1,215 | – | – | 220,938 |
| Malynda K. West Director | Jul 1, 2026 | Option exercise | +975 | – | – | 26,799 |
| Eugene Hunt Director | Jul 1, 2026 | Option exercise | +975 | – | – | 37,095 |
| Robert L. Shoptaw Director | May 15, 2026 | Option exercise | +975 | – | – | 87,406 |
| Mark C. Doramus Director | May 15, 2026 | Option exercise | +975 | – | – | 59,512 |
| Malynda K. West Director | May 15, 2026 | Option exercise | +975 | – | – | 25,824 |
| Edward Drilling Director | May 15, 2026 | Option exercise | +975 | – | – | 39,496 |
| Julie L. Stackhouse Director | May 15, 2026 | Option exercise | +975 | – | – | 18,043 |
| Marty Casteel Director | May 15, 2026 | Option exercise | +975 | – | – | 219,723 |
| Russell William Teubner Director | May 15, 2026 | Option exercise | +975 | – | – | 23,524 |
| Jerry Hunter Director | May 15, 2026 | Option exercise | +975 | – | – | 26,150 |
| Steven A. Cosse Director | May 15, 2026 | Option exercise | +975 | – | – | 115,555 |
| William E. Clark Ii Director | May 15, 2026 | Option exercise | +975 | – | – | 37,790 |
| Susan S. Lanigan Director | May 15, 2026 | Option exercise | +975 | – | – | 35,278 |
| Eugene Hunt Director | May 15, 2026 | Option exercise | +975 | – | – | 36,120 |
| Tom E. Purvis Director | May 15, 2026 | Option exercise | +975 | – | – | 40,430 |
| James M. Brogdon President & CEO, Director | Apr 26, 2026 | Tax withholding | −1,131 | $21.02 | $23.77K | 70,993 |
| James M. Brogdon President & CEO, Director | Apr 26, 2026 | Option exercise | +4,000 | – | – | 72,124 |
| Mark C. Doramus Director | Apr 1, 2026 | Option exercise | +1,033 | – | – | 58,537 |
| Susan S. Lanigan Director | Apr 1, 2026 | Option exercise | +547 | – | – | 34,303 |
| Marty Casteel Director | Apr 1, 2026 | Option exercise | +1,215 | – | – | 218,748 |
| Steenberg Christopher J. Van EVP & Chief Operating Officer | Mar 4, 2026 | Option exercise | +1,729 | – | – | 18,134 |
| Steenberg Christopher J. Van EVP & Chief Operating Officer | Mar 4, 2026 | Tax withholding | −489 | $20.21 | $9.88K | 17,645 |
| George A. Makris Iii EVP, Gen. Counsel & Corp. Sec | Mar 4, 2026 | Option exercise | +1,913 | – | – | 49,024 |
| George A. Makris Iii EVP, Gen. Counsel & Corp. Sec | Mar 4, 2026 | Tax withholding | −541 | $20.21 | $10.93K | 48,483 |
| David W. Garner EVP, Chief Accounting Officer | Mar 4, 2026 | Tax withholding | −347 | $20.21 | $7.01K | 75,730 |
| David W. Garner EVP, Chief Accounting Officer | Mar 4, 2026 | Option exercise | −1,225 | – | – | 76,077 |
| Tina M. Groves Chief Risk Officer | Mar 4, 2026 | Tax withholding | −1,237 | $20.21 | $25.00K | 35,047 |
| Tina M. Groves Chief Risk Officer | Mar 4, 2026 | Option exercise | +2,927 | – | – | 36,284 |
| Jennifer Brynn Compton EVP | Mar 4, 2026 | Tax withholding | −749 | $20.21 | $15.14K | 50,675 |
| Jennifer Brynn Compton EVP | Mar 4, 2026 | Option exercise | +1,771 | – | – | 51,424 |
| Stewart Bradley Yaney EVP, Chief Credit Risk Officer | Mar 4, 2026 | Tax withholding | −361 | $20.21 | $7.30K | 20,276 |
| Stewart Bradley Yaney EVP, Chief Credit Risk Officer | Mar 4, 2026 | Option exercise | +1,275 | – | – | 20,637 |
| James M. Brogdon President & CEO, Director | Mar 4, 2026 | Option exercise | +8,183 | – | – | 70,436 |
| James M. Brogdon President & CEO, Director | Mar 4, 2026 | Tax withholding | −2,312 | $20.21 | $46.73K | 68,124 |
| Charles Daniel Hobbs EVP & CFO | Mar 4, 2026 | Tax withholding | −1,429 | $20.21 | $28.88K | 17,107 |
| Charles Daniel Hobbs EVP & CFO | Mar 4, 2026 | Option exercise | +3,548 | – | – | 18,536 |
| Charles Daniel Hobbs EVP & CFO | Feb 28, 2026 | Tax withholding | −1,528 | $19.91 | $30.42K | 14,988 |
| Charles Daniel Hobbs EVP & CFO | Feb 28, 2026 | Option exercise | +3,794 | – | – | 16,516 |
| George A. Makris Iii EVP, Gen. Counsel & Corp. Sec | Feb 28, 2026 | Option exercise | +2,130 | – | – | 47,913 |
| George A. Makris Iii EVP, Gen. Counsel & Corp. Sec | Feb 28, 2026 | Tax withholding | −602 | $19.91 | $11.99K | 47,311 |
| James M. Brogdon President & CEO, Director | Feb 28, 2026 | Tax withholding | −2,107 | $19.91 | $41.95K | 62,253 |
| James M. Brogdon President & CEO, Director | Feb 28, 2026 | Option exercise | +7,455 | – | – | 64,360 |
| Tina M. Groves Chief Risk Officer | Feb 28, 2026 | Option exercise | +3,133 | – | – | 34,681 |
| Tina M. Groves Chief Risk Officer | Feb 28, 2026 | Tax withholding | −1,324 | $19.91 | $26.36K | 33,357 |
| David W. Garner EVP, Chief Accounting Officer | Feb 28, 2026 | Tax withholding | −389 | $19.91 | $7.74K | 74,852 |
| David W. Garner EVP, Chief Accounting Officer | Feb 28, 2026 | Option exercise | +1,374 | – | – | 75,241 |
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 |
|---|---|---|---|---|---|
| Robert A. Fehlman Officer | Nov 20, 2024 | 15,270 | $371.06K | Nov 20, 2024 | STOCK OPTION EXERCISE |
| David W. Garner Officer | Nov 13, 2024 | 5,090 | $128.53K | Nov 13, 2024 | STOCK OPTION EXERCISE |
| George Makris Jr Officer | Nov 13, 2024 | 25,440 | $641.42K | Nov 13, 2024 | STOCK OPTION EXERCISE |
| David W. Garner Officer | Aug 23, 2024 | 3,600 | $76.36K | Aug 23, 2024 | STOCK OPTION EXERCISE |
| Stephen C. Massanelli Officer | Jul 31, 2024 | 5,000 | $108.51K | Jul 31, 2024 | STOCK OPTION EXERCISE |
| Robert A. Fehlman Officer | Jul 26, 2024 | 8,680 | $190.37K | Jul 26, 2024 | STOCK OPTION EXERCISE |
| George Makris Jr Officer | Jul 26, 2024 | 21,420 | $462.32K | Jul 26, 2024 | STOCK OPTION EXERCISE |
| George A. Makris Iii Officer | Apr 30, 2024 | 15,626 | $273.60K | Apr 30, 2024 | Open Market purchases, forward stock split, dividend reinvestment |
| Dean O. Bass Director | Aug 1, 2023 | 50,000 | $1.00M | Aug 1, 2023 | Merger/Acquisition |