SMBK

SMARTFINANCIAL INC.

NYSE · National Commercial Banks · Inc. TN · CIK 0001038773
$45.46 +1.38% $777.3M
Insider Buying Cluster (3 insiders)7 New Institutional Positions
Vol
Market Cap$777.3M
Cap SizeSmall Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$249.8M
Inst. Activity7 buys / 2 sells
Insider Activity4B / 2S
Insider Net $$266.8K
SEC Reports5
Exchange NYSE·Sector National Commercial Banks·Inc. TN·CIK 0001038773·Prev Close $44.84

Recent Activity

Jun 12, 2026 Insider
Jordan Rhett D. sold 400 shares
EVP & CHIEF CREDIT OFFICER @ $45.00 ($18.0K)
Jun 10, 2026 SEC
Two directors at SmartFinancial Inc. (SMBK) made open-market stock purchases totaling $258K over a 7-day window in early
CLUSTER — Impact 3/10
Jun 10, 2026 Insider
Barrett Victor Lynn bought 3,000 shares
Director @ $43.78 ($131.3K)
Jun 4, 2026 Insider
Ackermann Cathy G bought 3,000 shares
Director @ $42.12 ($126.4K)
May 14, 2026 SEC
SmartFinancial's $100M universal shelf registration (S-3) became effective on May 13, 2026, enabling the company to offe
EFFECT — Impact 4/10
May 1, 2026 SEC
SmartFinancial filed a $100M universal shelf registration (S-3) on May 1, 2026, allowing it to offer common stock, prefe
S-3 — Impact 3/10
Inst.
STATE STREET CORP — ADD
440,532 shares ($17.2M)
Inst.
First Eagle Investment Management, — ADD
224,039 shares ($8.8M)

Price Targets

$46.15 +1.5% upside Hold
Current $45.46 Low $42.00 Median $46.00 High $50.00 5 analysts
$42.00 $50.00

Analyst Ratings

Hold55% buy · 11 analysts
3Strong Buy
3Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 21, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.90 ▲ +6.5% $0.88 — $0.93 30% YoY 5
Next Q $0.95 ▲ +3.5% $0.94 — $0.97 11% YoY 5
Current FY $3.67 ▲ +4.1% $3.60 — $3.75 21% YoY 5
Next FY $4.20 ▲ +3.3% $4.00 — $4.40 14% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$50.2M
DIMENSIONAL FUND ADVISORS LP$32.7M
VANGUARD CAPITAL MANAGEMENT LLC$26.6M
WELLINGTON MANAGEMENT GROUP LLP$26.4MADD
STATE STREET CORP$17.2MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 12, 2026Jordan RhettSELL$18.0K
Jun 10, 2026Barrett VictorBUY$131.3K
Jun 4, 2026Ackermann CathyBUY$126.4K
May 19, 2026Wolpert GeoffreyG$0.00
May 18, 2026Wolpert GeoffreyG$0.00
50 institutional holders with $249.8M total value (6,399,258 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 7 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,284,557$50.2M20.1%
2DIMENSIONAL FUND ADVISORS LP836,388$32.7M13.1%
3VANGUARD CAPITAL MANAGEMENT LLC680,417$26.6M10.6%
4WELLINGTON MANAGEMENT GROUP LLP675,347$26.4M10.6%ADD +38.4%
5STATE STREET CORP440,532$17.2M6.9%ADD +33.6%
6First Eagle Investment Management, LLC224,039$8.8M3.5%ADD +47.2%
7MORGAN STANLEY170,955$6.7M2.7%ADD +45.3%
8TWO SIGMA INVESTMENTS, LP169,884$6.6M2.7%ADD +80.0%
9RENAISSANCE TECHNOLOGIES LLC152,274$6.0M2.4%ADD +38.6%
10ALLIANCEBERNSTEIN L.P.150,854$5.6M2.2%
11GOLDMAN SACHS GROUP INC129,873$5.1M2.0%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC121,655$4.8M1.9%DOUBLED +180.7%
13VANGUARD PORTFOLIO MANAGEMENT LLC112,174$4.4M1.8%
14Russell Investments Group, Ltd.102,844$4.0M1.6%
15Nuveen, LLC96,934$3.8M1.5%ADD +25.9%
16VANGUARD FIDUCIARY TRUST CO94,534$3.7M1.5%
17Connor, Clark & Lunn Investment Management Ltd.93,597$3.7M1.5%ADD +45.9%
18ZACKS INVESTMENT MANAGEMENT84,989$3.3M1.3%
19PANAGORA ASSET MANAGEMENT INC64,053$2.5M1.0%ADD +51.8%
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP50,381$2.0M0.8%DOUBLED +173.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
STATE STREET CORPADD329,811440,532+33.6%$17.2M2026-Q1
First Eagle Investment Management, LLCADD152,167224,039+47.2%$8.8M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED19,16347,443+147.6%$1.9M2026-Q1
FRANKLIN RESOURCES INCADD16,26731,368+92.8%$1.2M2026-Q1
Point72 Asset Management, L.P.TRIM16,10210,766-33.1%$420.7K2026-Q1
FMR LLCADD4,6395,821+25.5%$227.5K2026-Q1
FEDERATED HERMES, INC.NEAR_EXIT9,010509-94.4%$19.9K2026-Q1
Allworth Financial LPADD79114+44.3%$4.5K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD8,67411,297+30.2%$442.002026-Q1
MORGAN STANLEYADD116,288169,012+45.3%$6.3M2025-Q4
First Eagle Investment Management, LLCDOUBLED32,000152,167+375.5%$5.6M2025-Q4
Nuveen, LLCADD99,316125,081+25.9%$4.6M2025-Q4
TWO SIGMA INVESTMENTS, LPADD69,261124,658+80.0%$4.6M2025-Q4
D. E. Shaw & Co., Inc.DOUBLED22,65749,730+119.5%$1.8M2025-Q4
TUDOR INVESTMENT CORP ET ALDOUBLED20,26746,075+127.3%$1.7M2025-Q4
MARSHALL WACE, LLPDOUBLED5,73830,786+436.5%$1.1M2025-Q4
HSBC HOLDINGS PLCDOUBLED8,08522,325+176.1%$824.7K2025-Q4
BANK OF AMERICA CORP /DE/ADD15,14219,163+26.6%$708.8K2025-Q4
FRANKLIN RESOURCES INCADD9,90016,267+64.3%$601.7K2025-Q4
WELLS FARGO & COMPANY/MNADD10,76716,236+50.8%$600.6K2025-Q4
FMR LLCDOUBLED1,4054,639+230.2%$171.6K2025-Q4
HRT FINANCIAL LPADD12,00719,566+63.0%$723.002025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED42,813120,160+180.7%$4.3M2025-Q3
Nuveen, LLCADD73,72199,316+34.7%$3.5M2025-Q3
Invesco Ltd.ADD20,97826,301+25.4%$939.7K2025-Q3
15 unique insiders with 24 transactions. Net insider value: $266.8K ($305.7K bought, $38.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 12, 2026Jordan Rhett D.EVP & CHIEF CREDIT OFFICERSELL400$45.00$18.0K
Jun 10, 2026Barrett Victor LynnDirectorBUY3,000$43.78$131.3K
Jun 4, 2026Ackermann Cathy GDirectorBUY3,000$42.12$126.4K
May 19, 2026Wolpert Geoffrey AlanDirectorGIFT31,118
May 18, 2026Wolpert Geoffrey AlanDirectorGIFT24,849
May 4, 2026Shomaker Kelli DDirectorBUY290$41.30$12.0K
May 1, 2026Wolpert Geoffrey AlanDirectorGIFT23,721
Apr 24, 2026Jordan Rhett D.EVP & CHIEF CREDIT OFFICERSELL500$41.85$20.9K
Mar 10, 2026Cain Cynthia ACAO - CHIEF ACCOUNTING OFFICERAWARD2,052
Mar 10, 2026Welborn Wesley MillerCHAIRMAN OF THE BOARDAWARD3,542
Mar 10, 2026Schrodt Martin EEVP, Chief Banking OfficerAWARD1,998
Mar 10, 2026Carroll William Young Jr.PRESIDENT AND CEOAWARD9,450
Mar 10, 2026Jordan Rhett D.EVP & CHIEF CREDIT OFFICERAWARD3,414
Mar 10, 2026Boyd Rebecca CCPO - CHIEF PEOPLE OFFICERAWARD1,913
Mar 10, 2026Gorczynski Ronald JEVP & CHIEF FINANCIAL OFFICERAWARD3,752
Mar 10, 2026Trumpp Jarrod MChief Risk OfficerAWARD990
Feb 9, 2026Welborn Wesley MillerCHAIRMAN OF THE BOARDBUY835$43.13$36.0K
Jan 29, 2026Barrett Victor LynnDirectorAWARD808
Jan 29, 2026Wolpert Geoffrey AlanDirectorAWARD808
Jan 29, 2026Shomaker Kelli DDirectorAWARD808
Jan 29, 2026Ogle David AustinDirectorAWARD808
Jan 29, 2026Tucker Steven B.DirectorAWARD808
Jan 29, 2026Whaley Keith EdwardDirectorAWARD808
Jan 29, 2026Ackermann Cathy GDirectorAWARD808

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

Current analyst consensus: Hold (55% buy). Based on 11 analysts: 3 strong buy, 3 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$46.15 mean target +1.5% upside Hold (3.00)
$42.00 Low $50.00 High
MetricValue
Current Price$45.46
Target Low$42.00
Target Mean$46.15
Target Median$46.00
Target High$50.00
# Analysts5
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.90 $0.88 $0.93 30.4% +6.5% 5↑ 0↓ $0.1B 12.1% 5
Next Q
2026-09-30
$0.95 $0.94 $0.97 10.9% +3.5% 4↑ 1↓ $0.1B 11.9% 5
Current FY
2026-12-31
$3.67 $3.60 $3.75 21.1% +4.1% 5↑ 0↓ $0.2B 12.1% 5
Next FY
2027-12-31
$4.20 $4.00 $4.40 14.4% +3.3% 3↑ 1↓ $0.2B 9.7% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.900
7d ago$0.855+0.045
30d ago$0.845+0.055
60d ago$0.845+0.055
90d ago$0.802+0.098
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 21, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263350055%
May 1, 20263350055%
Apr 1, 20263450058%
Mar 1, 20263450058%
Feb 1, 20263450058%
Jan 1, 20263360050%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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

Apr 20, 2026
earnings_calendar
SMBK Q1 2026 Earnings Scheduled — 2026-04-20