Monitor next quarter for sustained net interest margin expansion and trends in noninterest income; stock buybacks and stable dividend suggest confidence in capital position.
Price Chart
Executive Summary
Hilltop Holdings reported Q1 2026 earnings with diluted EPS of $0.64, down from $0.65 YoY, despite a 7.6% increase in mortgage-related income and a rise in net interest margin to 3.13%. The company maintained its quarterly dividend at $0.20 per share and repurchased $47.5 million in stock.
Key Financial Metrics
Key Facts
- Q1 2026 EPS was $0.64 (diluted), compared to $0.65 in Q1 2025
- Net interest margin increased to 3.13% from 3.02% in the prior quarter
- Noninterest income declined 11.7% YoY to $188.4 million
- Declared quarterly dividend of $0.20 per share
- Repurchased $47.5 million of stock during the quarter
Financial Impact
EPS down slightly YoY, net interest margin expansion offset by lower noninterest income
Risk Factors
- Decline in noninterest income may pressure future earnings
- Economic uncertainty cited in forward-looking statements
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-047734 |
| Document: hth-20260423x8k.htm | 0001104659-26-047734 |
| Document: 0001104659-26-047734-index-headers.html | 0001104659-26-047734 |
| Document: 0001104659-26-047734-index.html | 0001104659-26-047734 |
| Document: 0001104659-26-047734.txt | 0001104659-26-047734 |
| 8-K Data (Synthetic) | 0001104659-26-047734 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $36.36 $36.57 | ▼ −0.58% | ▲ +0.13% | $36.65 (−0.78%) |
Oct 22, 2026 4d ago | 8-K | $36.36 $36.57 | ▼ −0.58% | ▲ +0.13% | $36.65 (−0.78%) |
Oct 16, 2026 10d ago | SC 13D/A | $36.26 $36.71 | ▼ −1.24% | ▼ −0.91% | $36.65 (−1.06%) |
Oct 1, 2026 25d ago | SC 13D/A | $38.45 $38.15 | ▼ −0.78% | ▼ −1.45% | $36.65 (−4.69%) |
Aug 12, 2026 10w ago | Institutional Cluster | $39.36 $39.79 | ▼ −1.09% | ▼ −0.39% | $36.65 (+6.90%) |
Jun 29, 2026 17w ago | Court Ruling | $38.78 $39.37 | ▲ +1.52% | ▲ +1.66% | $36.65 (−5.51%) |
Apr 30, 2026 25w ago | DEFA14A | $37.83 $37.20 | ▼ −1.66% | ▼ −1.32% | $36.65 (−3.14%) |
Apr 23, 2026 26w ago | 8-K | $36.46 $36.80 | ▲ +0.94% | ▲ +0.77% | $36.65 (+0.51%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers