Home BancShares, Inc. filings document the public-company reporting of a bank holding company and its Centennial Bank subsidiary. Form 8-K reports furnish quarterly earnings releases, Regulation FD disclosures, material-event updates, and completed acquisition activity, including merger documentation for bank-holding-company and subsidiary-bank transactions.
Proxy and shareholder-meeting filings cover board elections, advisory compensation votes, director appointments, executive compensation, equity award disclosure, and other governance matters. The company’s filings also address capital-structure items, voting results, operating and financial results, and disclosure controls relevant to a NYSE-listed banking organization.
Home BancShares, Inc. (HOMB) reported third-quarter 2026 net income of $129.5 million, compared with $123.6 million a year earlier, and diluted earnings of $0.65 per share versus $0.63. Net interest income was $242.0 million, compared with $226.2 million. For the first nine months of 2026, operating cash flow was $419.4 million, versus $310.6 million in the same 2025 period.
On April 1, 2026, Home BancShares completed its acquisition of Mountain Commerce Bancorp, issuing approximately 5.4 million common shares valued at approximately $146.0 million; no cash consideration was paid except cash in lieu of fractional shares. At the acquisition date, Mountain Commerce had approximately $1.77 billion in assets, $1.47 billion in loans and $1.54 billion in customer deposits. Nonaccrual loans were $195.8 million as of September 30, 2026, compared with $78.0 million as of December 31, 2025. Available-for-sale securities had $308.4 million in unrealized losses as of September 30, which the company attributed primarily to interest-rate changes; it said it did not intend to sell the investments and was not more likely than not to be required to sell them before recovering their amortized cost.
Home BancShares, Inc. received approximately $80.7 million from the borrower’s sale of part of the collateral securing its previously disclosed $92.1 million non-performing lending relationship in Texas. The payment was applied to loan principal, leaving an approximately $11.4 million carrying amount classified as nonaccrual. As of September 30, 2026, the relationship represented approximately 45.9% of the company’s non-performing loans and 37.5% of its non-performing assets.
Based on September 30 balances, the payment reduces the non-performing-loans-to-total-loans ratio by approximately 48 basis points and the non-performing-assets-to-total-assets ratio by approximately 34 basis points, while increasing the allowance-for-credit-losses-to-non-performing-loans ratio by approximately 109 percentage points. A second phase, involving a sale of the remaining collateral, is anticipated during the fourth quarter of 2026. If completed as anticipated, proceeds are expected to repay the remaining carrying balance and may support recovery of part of the amount charged off in the fourth quarter of 2024. The remaining balance continues as nonaccrual, and repayment is not assured.
Home BancShares, Inc. (HOMB) director John W. Allison II sold 13,500 common shares at $30.0580 per share on October 29, 2026. He reported 636,495 shares held directly after the sale. He also reported 4,296 shares held by his wife and 61,299 shares held as custodian for his children; those holdings include 67 and 952 shares, respectively, acquired through the Home BancShares, Inc. Dividend Reinvestment Plan since the last filing. No Rule 10b5-1 plan is reported.
Home BancShares, Inc. (HOMB) director John W. Allison reported a proposed sale of 13,500 common shares, with an approximate sale date of October 29, 2026 and an aggregate market value of $406,000.00. The notice identifies 427,684 shares as acquired in a pre-IPO private issuance on December 19, 2003; that acquisition amount is adjusted for stock dividends and splits.
Home BancShares, Inc. (HOMB) reported record third-quarter 2026 net income of $129.5 million, compared with $119.3 million in Q2 2026 and $123.6 million in Q3 2025. Adjusted net income, also a company record, was $129.1 million, up 7.9% from $119.7 million a year earlier. Total revenue was $288.4 million, versus $295.1 million in Q2 and $277.7 million in Q3 2025; net interest income after credit loss expense was $242.0 million, up from $222.7 million a year earlier.
At September 30, 2026, loans were $16.91 billion, deposits were $18.76 billion and total assets were $24.15 billion, all below June 30 levels. Non-performing assets were $245.3 million, compared with $228.6 million at June 30, and equaled 1.02% of assets versus 0.93%. Home paid a $0.23 per-share dividend, 9.5% above Q2, and repurchased 1.3 million shares at a total share repurchase cost of $39.638 million.
HOME BANCSHARES INC director Jack Engelkes reported a bona fide gift transfer of 5,000 shares of Common Stock on 2026-08-17, at a stated price of $0.00 per share. After this gift, he holds 210,115.3966 Common shares directly, including 3,165.7365 shares acquired through dividend reinvestment since the prior report.
He also reports 6,000 shares of restricted Common Stock held directly, from grants dated January 19, 2024, January 17, 2025, and January 16, 2026, each vesting in 33 1/3% annual installments over three years beginning on the first anniversary of the grant. Indirect holdings include 215,886.7909 Common shares held by his wife and 461.8720 Common shares held in his wife’s IRA, which together include 3,289.75558 and 7.0510 dividend-reinvestment shares, respectively.
Director Jim Rankin of Home BancShares Inc. reported selling 15,000 shares of common stock on August 11, 2026 at an average price of $30.8644 per share. After this open-market sale, he directly holds 209,617.0017 common shares and 6,000 shares of restricted stock, which vest in equal annual installments over three years from each respective grant date.
A holder of Home BancShares common stock filed a notice of proposed sale of 15,000 shares through MML Investor Services on the NYSE, with a proposed aggregate value of $473,100.00 and a planned sale date of August 10, 2026. The filing also lists a long history of additional common shares acquired over time through a Dividend Reinvestment Plan ("DRIP"), with multiple small purchases such as 585 shares on March 8, 2023 and similar DRIP purchases dating back to 2016.
Home BancShares, Inc. reported Q2 2026 net income of $119.3 million (basic and diluted EPS $0.59), slightly above $118.4 million a year earlier. For the first six months, net income was $237.5 million, with EPS of $1.19. Net interest income rose to $241.6 million in Q2, while total non-interest expense increased to $135.5 million, including $12.7 million of merger and acquisition expenses.
Total assets reached $24.7 billion at June 30 2026, up from $22.9 billion at year-end, driven by loan growth to $17.1 billion and deposits to $19.1 billion. On April 1 2026, the company completed the acquisition of Mountain Commerce Bancorp, issuing approximately 5.4 million shares valued at about $146.0 million for net assets of $1.77 billion, including $1.47 billion of loans and $1.54 billion of deposits, and recorded $11.958 million of goodwill.
The allowance for credit losses on loans increased to $328.4 million, including $31.3 million established at acquisition, with year-to-date provision expense of $6.7 million. Nonaccrual loans rose to $183.2 million. The securities portfolios carried unrealized losses of $226.9 million (available-for-sale) and $106.1 million (held-to-maturity), which management attributes to interest rate movements, with no additional credit loss allowance recorded. Cash and cash equivalents increased to $1.05 billion, while the company returned capital through $83.5 million of common dividends and $54.7 million of share repurchases in the first half of 2026.
Home BancShares executive John Stephen Tipton, Centennial Bank CEO, reported the sale of 12,000 shares of common stock on August 4, 2026 at $31.59 per share. After the sale, he holds 76,308 common shares directly, 28,050.509 shares indirectly via a 401(k) plan, 80,000 restricted shares, and a Performance Stock Option covering 12,000 shares at an exercise price of $23.32 expiring July 19, 2028.