SFNC

SIMMONS FIRST NATIONAL CORP

Nasdaq · National Commercial Banks · Inc. AR · CIK 0000090498
$22.51 +1.44% $3.3B
17 New Institutional Positions7 Institutional Exits
Vol
Market Cap$3.3B
Cap SizeMid Cap
Analyst ConsensusBuy (62%)
Inst. Holders50 funds
Inst. Value$1.6B
Inst. Activity17 buys / 7 sells
Exchange Nasdaq·Sector National Commercial Banks·Inc. AR·CIK 0000090498·Prev Close $22.19

Recent Activity

May 15, 2026 Insider
TEUBNER RUSSELL WILLIAM acquired via exercise 975 shares
Director
May 15, 2026 Insider
TEUBNER RUSSELL WILLIAM was granted 3,901 shares
Director
May 15, 2026 Insider
Shoptaw Robert L acquired via exercise 975 shares
Director
Inst.
FRONTIER CAPITAL MANAGEMENT CO — NEW
1,792,102 shares ($34.9M)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
1,164,479 shares ($22.6M)
Apr 20, 2026 short_volume
Short Volume: SFNC — 60.3% short (0.6M / 1.1M)
Short: 638,841 | Exempt: 0 | TRF Vol: 1,058,644 | Short Ratio: 60.3% | Off-exchange volume (dark poo

Price Targets

$23.57 +4.7% upside Hold
Current $22.51 Low $23.00 Median $23.00 High $25.00 7 analysts
$23.00 $25.00

Analyst Ratings

Buy62% buy · 13 analysts
4Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 20, 2026 Stephens & Co. MAINTAIN Overweight → Overweight
Apr 17, 2026 DA Davidson MAINTAIN Neutral → Neutral
Mar 31, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Jan 22, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Jan 22, 2026 DA Davidson MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.52 ▲ +4.7% $0.51 — $0.53 19% YoY 6
Next Q $0.54 ▲ +4.9% $0.53 — $0.55 17% YoY 6
Current FY $2.07 ▲ +2.7% $2.05 — $2.10 19% YoY 6
Next FY $2.19 ▲ +3.2% $2.15 — $2.24 6% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$403.1M—
VANGUARD PORTFOLIO MANAGEMENT LLC$171.3M—
STATE STREET CORP$150.2M—
VANGUARD CAPITAL MANAGEMENT LLC$127.3M—
WELLINGTON MANAGEMENT GROUP LLP$123.4MNEW

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026TEUBNER RUSSELLM$0.00
May 15, 2026TEUBNER RUSSELLA$0.00
May 15, 2026Shoptaw RobertM$0.00
May 15, 2026Shoptaw RobertA$0.00
May 15, 2026Casteel MartyA$0.00
50 institutional holders with $1.6B total value (82,944,370 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 17 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.20,722,532$403.1M25.0%—
2VANGUARD PORTFOLIO MANAGEMENT LLC8,806,896$171.3M10.6%—
3STATE STREET CORP7,637,050$150.2M9.3%—
4VANGUARD CAPITAL MANAGEMENT LLC6,546,413$127.3M7.9%—
5WELLINGTON MANAGEMENT GROUP LLP6,346,518$123.4M7.6%NEW
6DIMENSIONAL FUND ADVISORS LP6,245,676$121.5M7.5%—
7TWO SIGMA INVESTMENTS, LP2,550,115$49.6M3.1%DOUBLED +156.8%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,048,561$39.8M2.5%—
9FRONTIER CAPITAL MANAGEMENT CO LLC1,792,102$34.9M2.2%NEW
10MORGAN STANLEY1,604,898$31.2M1.9%—
11GOLDMAN SACHS GROUP INC1,522,709$29.6M1.8%—
12FULLER & THALER ASSET MANAGEMENT, INC.1,333,734$25.9M1.6%—
13CITADEL ADVISORS LLC1,234,479$24.0M1.5%—
14Invesco Ltd.1,221,327$23.8M1.5%—
15BALYASNY ASSET MANAGEMENT L.P.1,164,479$22.6M1.4%DOUBLED +261.8%
16FMR LLC1,104,887$21.5M1.3%ADD +67.4%
17VANGUARD FIDUCIARY TRUST CO937,387$18.2M1.1%—
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/857,208$16.7M1.0%—
19Trexquant Investment LP749,706$14.6M0.9%ADD +87.2%
20BANK OF AMERICA CORP /DE/624,613$12.1M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRONTIER CAPITAL MANAGEMENT CO LLCNEW—1,792,102—$34.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED321,8891,164,479+261.8%$22.6M2026-Q1
FMR LLCADD660,2041,104,887+67.4%$21.5M2026-Q1
Trexquant Investment LPADD400,457749,706+87.2%$14.6M2026-Q1
MetLife Investment Management, LLCDOUBLED78,816623,480+691.1%$12.1M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM656,587477,439-27.3%$9.3M2026-Q1
SEI INVESTMENTS CODOUBLED161,116405,336+151.6%$7.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM556,320357,270-35.8%$6.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD199,257304,657+52.9%$5.9M2026-Q1
Mariner, LLCADD162,800273,107+67.8%$5.3M2026-Q1
FRANKLIN RESOURCES INCDOUBLED109,892229,562+108.9%$4.5M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM593,202195,722-67.0%$3.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED732125,294+17016.7%$2.4M2026-Q1
FIRST TRUST ADVISORS LPTRIM143,223101,673-29.0%$2.0M2026-Q1
State of Tennessee, Department of TreasuryADD56,92496,647+69.8%$1.9M2026-Q1
Tweedy, Browne Co LLCADD48,57277,193+58.9%$1.5M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD48,57277,193+58.9%$1.5M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD24,22137,009+52.8%$722.4K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM25,09914,204-43.4%$276.3K2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORPTRIM33,52813,528-59.7%$263.1K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD1,4401,875+30.2%$36.5K2026-Q1
Allworth Financial LPDOUBLED3921,066+171.9%$20.7K2026-Q1
Rockefeller Capital Management L.P.ADD421755+79.3%$14.7K2026-Q1
DANSKE BANK A/SNEAR_EXIT7,000400-94.3%$7.8K2026-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED394,1861,012,205+156.8%$19.1M2025-Q4
21 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026TEUBNER RUSSELL WILLIAMDirectorEXERCISE975——
May 15, 2026TEUBNER RUSSELL WILLIAMDirectorAWARD3,901——
May 15, 2026Shoptaw Robert LDirectorEXERCISE975——
May 15, 2026Shoptaw Robert LDirectorAWARD3,901——
May 15, 2026Casteel MartyDirectorAWARD3,901——
May 15, 2026LANIGAN SUSAN SDirectorEXERCISE975——
May 15, 2026COSSE STEVEN ADirectorEXERCISE975——
May 15, 2026COSSE STEVEN ADirectorAWARD3,901——
May 15, 2026Purvis Tom E.DirectorEXERCISE975——
May 15, 2026Purvis Tom E.DirectorAWARD3,901——
May 15, 2026CLARK WILLIAM E IIDirectorEXERCISE975——
May 15, 2026CLARK WILLIAM E IIDirectorAWARD3,901——
May 15, 2026Casteel MartyDirectorEXERCISE975——
May 15, 2026West Malynda KDirectorEXERCISE975——
May 15, 2026HUNT EUGENEDirectorEXERCISE975——
May 15, 2026West Malynda KDirectorAWARD3,901——
May 15, 2026DRILLING EDWARDDirectorEXERCISE975——
May 15, 2026STACKHOUSE JULIE LDirectorEXERCISE975——
May 15, 2026DRILLING EDWARDDirectorAWARD3,901——
May 15, 2026LANIGAN SUSAN SDirectorAWARD3,901——
May 15, 2026HUNTER JERRYDirectorAWARD3,901——
May 15, 2026HUNT EUGENEDirectorAWARD3,901——
May 15, 2026DORAMUS MARK CDirectorEXERCISE975——
May 15, 2026DORAMUS MARK CDirectorAWARD3,901——
May 15, 2026STACKHOUSE JULIE LDirectorAWARD3,901——
May 15, 2026HUNTER JERRYDirectorEXERCISE975——
Apr 26, 2026Brogdon James MPresident & CEOEXERCISE4,000——
Apr 26, 2026Brogdon James MPresident & CEOTAX W/H1,131$21.02$23.8K
Apr 1, 2026Casteel MartyDirectorEXERCISE1,215——
Apr 1, 2026DORAMUS MARK CDirectorEXERCISE1,033——
Apr 1, 2026LANIGAN SUSAN SDirectorEXERCISE547——
Mar 4, 2026MAKRIS GEORGE A IIIEVP, Gen. Counsel & Corp. SecEXERCISE1,913——
Mar 4, 2026Groves Tina MChief Risk OfficerEXERCISE2,927——
Mar 4, 2026Garner David WEVP, Chief Accounting OfficerEXERCISE1,225——
Mar 4, 2026Brogdon James MPresident & CEOEXERCISE8,183——
Mar 4, 2026Van Steenberg Christopher JEVP & Chief Operating OfficerEXERCISE1,729——
Mar 4, 2026YANEY STEWART BRADLEYEVP, Chief Credit Risk OfficerEXERCISE1,275——
Mar 4, 2026COMPTON JENNIFER BRYNNEVPEXERCISE1,771——
Mar 4, 2026Hobbs Charles DanielEVP & CFOEXERCISE3,548——
Feb 28, 2026Hobbs Charles DanielEVP & CFOEXERCISE3,794——
Feb 28, 2026Garner David WEVP, Chief Accounting OfficerEXERCISE1,374——
Feb 28, 2026Groves Tina MChief Risk OfficerEXERCISE3,133——
Feb 28, 2026MAKRIS GEORGE A IIIEVP, Gen. Counsel & Corp. SecEXERCISE2,130——
Feb 28, 2026YANEY STEWART BRADLEYEVP, Chief Credit Risk OfficerEXERCISE1,294——
Feb 28, 2026COMPTON JENNIFER BRYNNEVPEXERCISE1,986——
Feb 28, 2026Brogdon James MPresident & CEOEXERCISE7,455——
Feb 2, 2026LANIGAN SUSAN SDirectorEXERCISE546——
Feb 2, 2026LANIGAN SUSAN SDirectorAWARD2,187——
Feb 2, 2026DORAMUS MARK CDirectorEXERCISE1,032——
Feb 2, 2026DORAMUS MARK CDirectorAWARD4,131——
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No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (62% buy). Based on 13 analysts: 4 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$23.57 mean target +4.7% upside Hold (3.00)
$23.00 Low $25.00 High
MetricValue
Current Price$22.51
Target Low$23.00
Target Mean$23.57
Target Median$23.00
Target High$25.00
# Analysts7
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.52 $0.51 $0.53 18.9% +4.7% 6↑ 0↓ $0.3B 17.1% 6
Next Q
2026-09-30
 $0.54 $0.53 $0.55 17.0% +4.9% 6↑ 0↓ $0.3B 10.1% 6
Current FY
2026-12-31
 $2.07 $2.05 $2.10 19.5% +2.7% 6↑ 0↓ $1.0B 11.3% 6
Next FY
2027-12-31
 $2.19 $2.15 $2.24 6.1% +3.2% 4↑ 1↓ $1.1B 4.7% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.523
7d ago$0.503+0.020
30d ago$0.500+0.023
60d ago$0.500+0.023
90d ago$0.478+0.045
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 20, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Apr 17, 2026 DA Davidson MAINTAIN Neutral Neutral
Mar 31, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 DA Davidson MAINTAIN Neutral Neutral
Jan 22, 2026 Raymond James UPGRADE Market Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264450062%
May 1, 20264450062%
Apr 1, 20264450062%
Mar 1, 20264450062%
Feb 1, 20264450062%
Jan 1, 20264360054%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 20, 2026
short_volume
Short Volume: SFNC — 60.3% short (0.6M / 1.1M)
Short: 638,841 | Exempt: 0 | TRF Vol: 1,058,644 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
earnings_calendar
SFNC Q1 2026 Earnings Scheduled — 2026-04-16
Apr 9, 2026
short_volume
Short Volume: SFNC — 63.6% short (0.4M / 0.6M)
Short: 388,823 | Exempt: 1 | TRF Vol: 611,698 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: SFNC — 75.6% short (0.4M / 0.6M)
Short: 437,474 | Exempt: 1,962 | TRF Vol: 578,310 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Feb 14, 2026
government_contract
$45M govt contract: FIRST NATION GROUP LLC
Agency: Department of Veterans Affairs. POSITIVE AIRWAY PRESSURE DEVICES 90 DAY DELIVERY.