Every material Form 8-K Hilltop Holdings 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.
Hilltop Holdings furnished its third-quarter 2026 earnings presentation in a Form 8-K dated October 22, 2026, ahead of a webcast on October 23, 2026 at 8:00 a.m. central time. Income attributable to Hilltop fell 46% year over year to $24.9 million, and total revenue declined 6% to $309.5 million, which lowers earnings for shareholders compared with the prior year. The presentation also sets out 2026 outlook items, including net interest income expected to rise 5% to 6%.
Income attributable to Hilltop was $24.9 million in Q3 2026, versus $45.8 million in Q3 2025; diluted EPS was $0.44 versus $0.74
Total revenue was $309.5 million, down 6% from $330.2 million in Q3 2025
PrimeLending reported a $10.8 million pre-tax loss in Q3 2026
2026 outlook: net interest income up 5% to 6%, broker dealer fees down 3% to 4%, mortgage origination volume $8 billion to $9 billion
Hilltop Holdings reported third-quarter 2026 income attributable to common stockholders of $24.9 million, or $0.44 per diluted share, down from $45.8 million, or $0.74 per share, a year earlier. The company said economic conditions will continue to have an adverse impact on its operating results for the rest of 2026, and its board declared a $0.22 quarterly dividend.
Q3 2026 diluted EPS was $0.44, versus $0.63 in Q2 2026 and $0.74 in Q3 2025
Noninterest income fell 14.1% year over year to $187.1 million; provision for credit losses was $10.2 million
Quarterly dividend of $0.22 per share is payable November 20, 2026, to holders of record on November 6, 2026
Company repurchased 512,075 shares for $20.0 million in Q3 and has about $86 million of repurchase capacity left through January 2027
Hilltop Holdings reported second-quarter 2026 income attributable to common stockholders of $36.5 million, or $0.63 per diluted share, up from $0.57 a year earlier but down from $0.64 in the first quarter of 2026. The board also declared a $0.22 quarterly dividend and raised its stock repurchase authorization to $200.0 million, while the company said economic conditions will continue to have an adverse impact on operating results for the rest of 2026.
Q2 2026 income attributable to common stockholders was $36.5 million, or $0.63 per diluted share, versus $36.1 million, or $0.57, in Q2 2025.
Noninterest income rose 3.8% to $200.0 million, and noninterest expense rose 2.1% to $266.7 million, compared with the second quarter of 2025.
Quarterly dividend of $0.22 per share is payable August 21, 2026, to holders of record on August 7, 2026.
Repurchase program authorization increased by $75.0 million to $200.0 million, with about $106 million of capacity remaining through the January 2027 expiration.
Hilltop Holdings' board appointed Dana Bober and Stephen Haworth as independent directors on April 23, 2026, and Ms. Bober was also named to the Audit Committee. Mr. Haworth was named to the Audit and Compensation Committees, and each will receive restricted stock units valued at $200,000 that cliff vest on April 23, 2029. The filing does not describe a change in company performance, though the appointments add board members with accounting and financial backgrounds.
Dana Bober, age 56, appointed independent director; joins Audit Committee; former EY partner, retired June 2025
Stephen Haworth, age 64, appointed independent director; joins Audit and Compensation Committees; Vice Chairman of Flexpoint Ford LLC
Each director to receive restricted stock units valued at $200,000 at grant, cliff vesting April 23, 2029
Hilltop Holdings reported first-quarter 2026 income attributable to common stockholders of $37.8 million, or $0.64 per diluted share, down from $42.1 million, or $0.65 per diluted share, a year earlier. The board declared a $0.20 quarterly cash dividend, up from $0.18 in the prior-year quarter, and the company said uncertain economic conditions are expected to continue to adversely affect its operating results for the rest of 2026.
Income attributable to common stockholders was $37.8 million, or $0.64 per diluted share, versus $42.1 million, or $0.65, in Q1 2025.
Total noninterest income was $188.4 million, down 11.7% from $213.3 million in Q1 2025.
Net interest margin rose to 3.13% from 3.02% in Q4 2025.
The $0.20 dividend is payable May 22, 2026, to holders of record on May 8, 2026; the company repurchased shares for $47.5 million in the quarter.
Hilltop Holdings extended Steve Thompson's employment agreement to December 31, 2028, after it expired on December 31, 2025. Separately, CEO Jeremy Ford told the compensation committee he will not take his 2025 annual cash incentive bonus, citing the say-on-pay vote results at the 2025 annual meeting of stockholders.
Steve Thompson's Second Amendment to Employment Agreement was signed February 2, 2026, effective December 31, 2025, and runs the term to December 31, 2028.
Jeremy B. Ford, Chairman, CEO and President, elected not to receive his 2025 annual cash incentive bonus due to the say-on-pay vote results.
The Board recognized Mr. Ford's decision to forgo the compensation and his commitment to the Company and stockholders.
Hilltop Holdings reported fourth-quarter 2025 income attributable to common stockholders of $41.6 million, or $0.69 per diluted share, up from $35.5 million, or $0.55, a year earlier. For full-year 2025, income was $165.6 million, or $2.64 per diluted share, compared with $113.2 million, or $1.74, in 2024. The board also declared a $0.20 quarterly dividend and authorized a new repurchase program of up to $125.0 million through January 2027.
Q4 2025 income attributable to common stockholders was $41.6 million ($0.69 per diluted share), versus $35.5 million ($0.55) in Q4 2024.
Full-year 2025 income was $165.6 million ($2.64 per diluted share), versus $113.2 million ($1.74) in 2024.
Quarterly cash dividend of $0.20 per share, payable February 27, 2026, to holders of record on February 13, 2026.
New stock repurchase program authorizes up to $125.0 million of common stock through January 2027, funded from available cash.
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