Every material Form 8-K Home BancShares filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Home BancShares said it received about $80.7 million from the borrower's sale of part of the collateral securing a $92.1 million non-performing loan relationship in its Texas market, completing the first phase of resolving the credit. The payment lowers the company's non-performing loan and asset ratios and leaves about $11.4 million in carrying amount, with a second phase expected in the fourth quarter of 2026 that could recover part of an amount charged off in 2024.
Payment of about $80.7 million received; proceeds were about 95% of the appraised value of the collateral sold
Remaining carrying amount of about $11.4 million, still classified as nonaccrual pending the second phase
Based on September 30, 2026 balances, non-performing loans to total loans fall about 48 basis points and non-performing assets to total assets fall about 34 basis points
Second phase expected to complete in the fourth quarter of 2026, but the company gives no assurance the remaining balance will be repaid as expected
Home BancShares reported record third-quarter 2026 net income of $129.5 million, or $0.65 per diluted share, up from $119.3 million and $0.59 in the second quarter. Total revenue fell to $288.4 million from $295.1 million in the prior quarter, though it rose from $277.7 million a year earlier, and non-performing assets increased to $245.3 million.
Net income of $129.5 million and diluted EPS of $0.65 for Q3 2026, versus $119.3 million and $0.59 in Q2 2026 and $123.6 million and $0.63 in Q3 2025
Total revenue (net) of $288.4 million, down from $295.1 million in Q2 2026 and up from $277.7 million in Q3 2025
Non-performing assets rose to $245.3 million, or 1.02% of total assets, from 0.93% at June 30, 2026
Management conference call set for 1:00 p.m. CT (2:00 p.m. ET) on October 15, 2026
Home BancShares reported second quarter 2026 results that include its completed acquisition of Mountain Commerce Bancorp. Net income was $119.3 million and total revenue reached a company-record $295.1 million, up 10.6% from the first quarter. GAAP diluted EPS was $0.59, down from $0.60 in the prior quarter, while adjusted EPS was $0.64 after $12.7 million of merger-related expenses.
Net income of $119.3 million versus $118.2 million in Q1 2026 and $118.4 million in Q2 2025
Adjusted net income of $128.1 million, a company record, excluding merger expenses and certain other items
Total revenue (net) of $295.1 million, up 10.6% from $266.7 million; GAAP diluted EPS of $0.59 versus $0.60 in Q1 2026
Quarter-end total deposits of $19.11 billion, up from $17.74 billion at March 31, 2026, including the Mountain Commerce acquisition
Home BancShares reported first quarter 2026 net income of $118.2 million, or $0.60 per diluted share, up from $115.2 million a year earlier but flat with the prior quarter. Revenue fell from $282.1 million in the fourth quarter to $266.7 million, and nonperforming assets rose to $224.1 million from $124.8 million, mainly because one $92.1 million loan relationship was placed on non-accrual status.
Net income $118.2 million and diluted EPS $0.60 for Q1 2026, versus $115.2 million net income in Q1 2025
Total revenue (net) $266.7 million, up 2.5% year over year but down from $282.1 million in Q4 2025
Non-performing loans rose to $182.1 million at March 31, 2026, from $85.0 million at December 31, 2025, mainly due to one $92.1 million loan on non-accrual
Mountain Commerce Bancorp acquisition completed effective April 1, 2026, with about 5.4 million shares issued valued at about $146 million
Home BancShares' Board approved the appointment of John W. Allison II as a director on January 16, 2026, effective immediately, with his term running until the next annual meeting or until a successor is elected and qualified. He has not been named to any Board committees, and he is the son of Chairman and CEO John W. Allison.
Board approved the appointment on January 16, 2026; effective immediately
Term runs until the next annual meeting or until a successor is duly elected and qualified
No Board committee assignments named at this time
Mr. Allison is the son of Chairman and CEO John W. Allison
Home BancShares reported fourth-quarter 2025 net income of $118.2 million, or $0.60 per diluted share, down from $123.6 million and $0.63 in the third quarter but up from $100.6 million a year earlier. Total revenue rose to $282.1 million, while the company recorded $14.4 million in provision for credit losses tied to $400.2 million of loan growth. Full-year 2025 net income was a record $475.4 million, up 18% from 2024.
Q4 2025 net income $118.2 million and diluted EPS $0.60, versus $123.6 million and $0.63 in Q3 2025
Total revenue (net) $282.1 million, up from $277.7 million in Q3 2025
Provision for credit losses $14.4 million; loans increased $400.2 million during the quarter
Quarterly dividend $0.21 per share; the MCBI acquisition is expected to close in the first half of 2026
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Home BancShares filing is on SEC EDGAR ↗. 8-K briefs of other companies →