SFNC
SIMMONS FIRST NATIONAL CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- E Feb 14 Gov. contract: $45M govt contract: FIRST NATION GROUP LLC
- A Sep 4 Piper Sandler upgrades
- A Sep 8 Morgan Stanley downgrades
- A Sep 10 Keefe, Bruyette & Woods upgrades
- R Oct 15 Simmons First National reported Q3 2026 GAAP net income of $47.1M ($…
- E Oct 15 Earnings: SFNC Q3 2026 Earnings: EPS $0.54 (-0.6% vs est)
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since May 15. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 23 added (0 new), 9 trimmed or exited.
- AnalystsBULLISH
10 of 13 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest +2.1% to 6.44M shares. 4.2 days to cover, ≈4.5% of shares.
- TrendRANGE
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | ADD | $56.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | $28.0M |
| MetLife Investment Management, LLC | ADD | $18.7M |
| Nuveen, LLC | DOUBLED | $16.6M |
| UBS Group AG | TRIM | $14.7M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | $11.4M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | $7.7M |
| Quantinno Capital Management LP | ADD | $7.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +7%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | DA Davidson MAINTAIN | Neutral |
| Oct 19, 2026 | Morgan Stanley MAINTAIN | Underweight |
| Oct 19, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Sep 10, 2026 | Keefe, Bruyette & Woods UPGRADE | Outperform |
| Sep 8, 2026 | Morgan Stanley DOWNGRADE | Underweight |
| Sep 4, 2026 | Piper Sandler UPGRADE | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | TEUBNER RUSSELL WILLIAM Director | EXERCISE | 975 sh |
| Oct 1, 2026 | Casteel Marty Director | EXERCISE | 1,215 sh |
| Oct 1, 2026 | Purvis Tom E. Director | EXERCISE | 975 sh |
| Oct 1, 2026 | Casteel Marty Director | EXERCISE | 975 sh |
| Oct 1, 2026 | LANIGAN SUSAN S Director | EXERCISE | 547 sh |
| Oct 1, 2026 | DRILLING EDWARD Director | EXERCISE | 975 sh |
| Oct 1, 2026 | HUNTER JERRY Director | EXERCISE | 975 sh |
| Oct 1, 2026 | COSSE STEVEN A Director | EXERCISE | 975 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | $2.08 | $2.04–$2.11 | +1.3% | $1.0B |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
1 filing · 1 press release · 0 bullish · 0 bearish · 1 mixed- MIXED 8-KOct 15, 2026
Simmons First National reported Q3 2026 GAAP net income of $47.1M ($0.32 diluted EPS), sharply…
The restructuring charges are large and real, but the adjusted operating metrics (NIM +8 bps, adjusted efficiency ratio -95 bps, adjusted PPNR +21% YoY) show the underlying business is improving…
- NEUTRAL PRESS RELEASEAug 20, 2026
Simmons First National Corporation declared a quarterly cash dividend of $0.215 per share, a 1%…
Routine dividend declaration with a minimal 1% increase. No immediate trading implication; monitor next quarterly earnings for any change in fundamentals or payout ratio.
All SFNC filing & press-release reports (2)
- 8-K reportOct 15, 2026
- PRESS-RELEASE reportAug 20, 2026