The CEO's significant open-market purchase signals confidence after a challenging earnings print, but the simultaneous sell by the Chief Accounting Officer raises questions about internal sentiment. Monitor upcoming credit quality disclosures and whether other insiders follow with buying.
Price Chart
Executive Summary
Home BancShares CEO John W. Allison purchased $2.7M in shares days after Q1 earnings, while Chief Accounting Officer Jennifer Floyd sold $81K. The contrasting moves follow a mixed earnings report featuring a large non-performing loan but solid EPS.
Key Financial Metrics
Key Facts
- CEO John W. Allison bought 100,000 shares in open-market transaction for $2.70M on April 17, 2026.
- Chief Accounting Officer Jennifer Floyd sold 3,000 shares for $81K on April 21, 2026.
- Total insider cluster value: $2.78M over 7 days, representing 0.05% of $5.3B market cap.
- Trades occurred within one week of Q1 2026 earnings release that showed $118.2M net income and $0.60 EPS, but also a $92.1M non-accrual loan.
- Net direction is mixed due to large CEO buy offset by smaller executive sell.
Financial Impact
$2.78M total insider activity, with $2.70M in buying and $81K in selling; CEO purchase represents 0.05% of market cap.
Risk Factors
- Divergent insider behavior may signal disagreement on risk exposure or strategy.
- Elevated non-performing assets from the $92.1M loan could lead to future provisions or losses.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-HOMB-1776864736518 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | Press Release | $30.15 | awaiting T+60 | — | $30.08 (−0.23%) |
Oct 21, 2026 4d ago | Institutional Cluster | $30.15 | awaiting T+60 | — | $30.08 (−0.23%) |
Oct 14, 2026 11d ago | 8-K | $28.87 | awaiting T+60 | — | $30.08 (+4.19%) |
Oct 14, 2026 11d ago | Press Release | $28.87 | awaiting T+60 | — | $30.08 (+4.19%) |
Aug 12, 2026 10w ago | Insider Cluster | $31.12 | awaiting T+60 | — | $30.08 (−3.34%) |
Jul 22, 2026 13w ago | Press Release | $30.73 $28.87 | ▼ −6.05% | ▼ −10.61% | $30.08 (−2.12%) |
Jul 15, 2026 14w ago | Press Release | $30.69 $28.25 | ▼ −7.95% | ▼ −11.66% | $30.08 (−1.99%) |
Jun 15, 2026 18w ago | Press Release | $28.00 $29.77 | ▲ +6.32% | ▲ +5.32% | $30.08 (+7.43%) |
Apr 17, 2026 27w ago | Insider Cluster | $26.89 $29.00 | ▲ +7.85% | ▲ +1.70% | $30.08 (+11.86%) |
Apr 17, 2026 27w ago | Insider Cluster | $26.89 $29.00 | ▲ +7.85% | ▲ +1.70% | $30.08 (+11.86%) |
US Market Status
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