SBSI Southside Bancshares, Inc. Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$32.61
Price · Aug 19, 2026
Fundamentals as of Jul 24, 2026
52W Range
$26–$36
64% of range
Analyst Rating
HOLD
10 analysts
Price Target
$35
+7% upside
P/E (TTM)
13.3
ROE
8.4%
Net Profit Margin
29.2%

SBSI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$32.61
Market Cap
—
P/E (TTM)
13.3
EPS (TTM)
$2.29
Revenue (TTM)
—
Div Yield
—
ROE
8.4%
Debt/Equity
—
52W Range
$26 – $36

SBSI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $2.29
10-point trend, +26.5%
2016-12-31 → 2025-12-31
Free Cash Flow $73M
10-point trend, -8.4%
2016-12-31 → 2025-12-31
Margins 29.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SBSI
Peer Median
P/E (TTM)
5-point trend, +10.1%
13.3
13.0

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SBSI
Peer Median
Net Profit Margin
5-point trend, -38.5%
29.2%
30.4%
ROA
5-point trend, -49.1%
0.81%
1.0%
ROE
5-point trend, -33.9%
8.4%
9.2%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SBSI
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SBSI
Peer Median
Revenue YoY
-8.1%
—
Revenue CAGR 3Y
-2.2%
—
Revenue CAGR 5Y
0.00%
—
EPS YoY
5-point trend, -34.0%
-21.3%
—
Net Income YoY
5-point trend, -39.0%
-21.8%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SBSI
Peer Median
EPS (Diluted)
5-point trend, -34.0%
$2.29
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SBSI
Peer Median
Payout Ratio
5-point trend, +59.4%
62.7%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
62.7%
5Y Div CAGR
—
Ex-dateAmount
May 18, 2026$0.3600
Feb. 19, 2026$0.3600
Nov. 20, 2025$0.3600
Aug. 21, 2025$0.3600
May 22, 2025$0.3600
Feb. 20, 2025$0.3600
Nov. 21, 2024$0.3600
Aug. 22, 2024$0.3600
May 22, 2024$0.3600
Feb. 14, 2024$0.3600
Nov. 21, 2023$0.3700
Aug. 16, 2023$0.3500
May 22, 2023$0.3500
Feb. 15, 2023$0.3500
Nov. 22, 2022$0.3800
Aug. 17, 2022$0.3400
May 18, 2022$0.3400
Feb. 16, 2022$0.3400
Nov. 23, 2021$0.3900
Aug. 18, 2021$0.3300

SBSI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

HOLD 10 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 7 70.0%
  • Sell 1 10.0%
  • Strong Sell 2 20.0%

12-Month Price Target

3 analysts · 2026-08-16
Median target $35.00 +7.3%
Mean target $35.00 +7.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.10%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.90 $0.88 0.02%
March 31, 2026 $0.81 $0.78 0.03%
Dec. 31, 2025 $0.70 $0.80 -0.10%
Sept. 30, 2025 $0.16 $0.73 -0.57%
June 30, 2025 $0.72 $0.69 0.03%
March 31, 2025 $0.71 $0.69 0.02%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SBSI — 13.3 -8.1% 29.2% 8.4% —
CPF $822M 10.9 33.8% 149.5% 13.3% —
CAC $734M 11.3 17.0% 156.1% 9.7% —
THFF $718M 9.0 20.2% 30.2% 12.8% —
TRST $745M 12.7 9.4% 32.5% 8.9% —
MPB $715M 12.2 26.1% 24.9% 7.1% —
FMNB — 9.2 3.9% — — —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +753.5% · · $145M $41M $26M $45M $71M $57M $44M $29M $20M $17M
Interest Income 12-point trend, +225.6% $403M $414M $360M $253M $216M $232M $241M $229M $187M $169M $155M $124M
Pretax Income 12-point trend, +342.6% $83M $107M $101M $120M $131M $93M $88M $84M $70M $60M $51M $19M
Income Tax 12-point trend, +719.7% $13M $19M $14M $15M $17M $11M $13M $10M $16M $10M $7M $-2M
Net Income 12-point trend, +232.3% $69M $88M $87M $105M $113M $82M $75M $74M $54M $49M $44M $21M
EPS (Basic) 12-point trend, +132.3% $2.30 $2.92 $2.82 $3.27 $3.48 $2.47 $2.21 $2.12 $1.82 $1.82 $1.61 $0.99
EPS (Diluted) 12-point trend, +131.3% $2.29 $2.91 $2.82 $3.26 $3.47 $2.47 $2.20 $2.11 $1.81 $1.81 $1.61 $0.99
Shares (Basic) 12-point trend, +43.3% 30,137,000 30,293,000 30,704,000 32,120,000 32,558,000 33,201,000 33,747,000 34,951,000 29,841,000 27,118,000 27,291,000 21,033,000
Shares (Diluted) 12-point trend, +43.0% 30,226,000 30,369,000 30,759,000 32,251,000 32,692,000 33,281,000 33,895,000 35,116,000 30,047,000 27,247,000 27,382,000 21,137,000
EBITDA 11-point trend, +23.0% $11M $10M $11M $11M $11M $12M $12M $14M $10M $9M $9M ·
Balance Sheet 18
Annual Balance Sheet data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +360.4% $390M $426M $561M $199M $202M $108M $111M $121M $199M $170M $81M $85M
PP&E (Net) 12-point trend, +34.9% $152M $142M $139M $141M $143M $145M $144M $136M $134M $106M $108M $113M
PP&E (Gross) 12-point trend, +64.5% $260M $244M $234M $230M $224M $220M $222M $208M $199M $165M $160M $158M
Accum. Depreciation 12-point trend, +138.7% $107M $103M $95M $88M $82M $75M $78M $72M $66M $59M $52M $45M
Goodwill 12-point trend, +120.1% $201M $201M $201M $201M $201M $201M $201M $201M $201M $92M $92M $91M
Intangibles 12-point trend, -88.6% $1M $2M $3M $5M $7M $10M $13M $18M $23M $5M $7M $9M
Total Assets 12-point trend, +77.1% $8.51B $8.52B $8.28B $7.56B $7.26B $7.01B $6.75B $6.12B $6.50B $5.56B $5.16B $4.81B
Short-term Debt 3-point trend, +189.7% · · · · · · · · · $874M $648M $302M
Deferred Tax 5-point trend, +0.00 · · · $0 $18M $16M $5M $0 · · · ·
Total Liabilities 12-point trend, +75.0% $7.67B $7.71B $7.51B $6.81B $6.35B $6.13B $5.94B $5.39B $5.74B $5.05B $4.72B $4.38B
Long-term Debt 12-point trend, -54.6% $300M $152M $154M $159M $159M $258M $159M $159M $158M $158M $563M $660M
Total Debt 3-point trend, +189.7% · · · · · · · · · $874M $648M $302M
Common Stock 12-point trend, +43.4% $48M $48M $48M $48M $47M $47M $47M $47M $47M $39M $35M $33M
Retained Earnings 12-point trend, +535.8% $352M $327M $282M $240M $180M $111M $80M $65M $33M $30M $42M $55M
Treasury Stock 12-point trend, +569.5% $252M $231M $232M $188M $155M $124M $94M $93M $47M $48M $38M $38M
AOCI 12-point trend, -514.1% $-96M $-125M $-113M $-137M $60M $69M $4M $-50M $-36M $-38M $-19M $-16M
Stockholders' Equity 12-point trend, +99.3% $848M $812M $773M $746M $912M $875M $805M $731M $754M $518M $444M $425M
Liabilities + Equity 12-point trend, +77.1% $8.51B $8.52B $8.28B $7.56B $7.26B $7.01B $6.75B $6.12B $6.50B $5.56B $5.16B $4.81B
Cash Flow 18
Annual Cash Flow data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +206.8% $11M $10M $11M $11M $11M $12M $12M $14M $10M $9M $9M $3M
Stock-based Comp 12-point trend, +180.5% $3M $4M $4M $3M $3M $3M $2M $2M $2M $2M $1M $1M
Deferred Tax 12-point trend, +62.1% $-351.0K $-1M $-2M $-89.0K $5M $-4M $122.0K $6M $4M $2M $-3M $-925.0K
Amort. of Intangibles 11-point trend, -67.7% $742.0K $1M $2M $2M $3M $4M $4M $5M $2M $2M $2M ·
Other Non-cash 11-point trend, -49.5% $11M $399.0K $-19M $107M $24M $-2M $-9M $26M $22M $25M $22M ·
Operating Cash Flow 12-point trend, +67.4% $94M $102M $80M $227M $156M $91M $81M $122M $92M $87M $73M $56M
CapEx 12-point trend, +294.0% $20M $11M $7M $9M $8M $11M $16M $13M $10M $7M $4M $5M
Investing Cash Flow 12-point trend, +49.1% $-34M $-383M $-327M $-635M $-194M $-224M $-567M $262M $173M $-384M $-384M $-67M
Debt Issued 3-point trend, +98060000.00 · · · · · · · · · $98M $0 $0
Net Debt Issued · · · · · · · · · $98M · ·
Stock Issued 5-point trend, +0.00 · · · · · · · $0 $0 $76M $0 $0
Stock Repurchased 12-point trend, +23182000.00 $23M $2M $45M $34M $34M $31M $2M $47M $0 $10M $0 $0
Net Stock Activity 12-point trend, -2011.1% $-23M $-2M $-45M $-34M $-34M $-31M $-2M $-47M $0 $66M $1M $1M
Dividends Paid 12-point trend, +142.0% $43M $44M $44M $45M $45M $43M $43M $42M $32M $26M $25M $18M
Financing Cash Flow 12-point trend, -331.4% $-96M $147M $608M $406M $131M $131M $476M $-462M $-235M $386M $308M $41M
Net Change in Cash 12-point trend, -220.4% $-36M $-134M $361M $-3M $93M $-2M $-10M $-78M $29M $89M $-4M $30M
Free Cash Flow 12-point trend, +44.4% $73M $91M $73M $217M $148M $79M $65M $109M $82M $80M $69M $51M
Levered FCF 10-point trend, -259.9% · · $-51M $182M $125M $40M $4M $59M $49M $56M $52M $32M
Profitability 5
Annual Profitability data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +84.0% 29.2% 34.3% 34.6% 41.5% 47.5% 34.7% 35.1% 34.8% 29.9% 27.6% 25.5% 15.9%
Pretax Margin 12-point trend, +145.1% 34.9% 41.6% 40.3% 47.2% 54.8% 39.5% 41.4% 39.6% 38.8% 33.3% 29.7% 14.2%
EBITDA Margin 11-point trend, -10.4% 4.5% 4.1% 4.2% 4.4% 4.8% 5.1% 5.7% 6.6% 5.6% 5.1% 5.0% ·
ROA 12-point trend, +62.0% 0.81% 1.1% 1.1% 1.4% 1.6% 1.2% 1.2% 1.2% 0.90% 0.92% 0.88% 0.50%
ROE 12-point trend, +43.8% 8.4% 10.9% 11.5% 14.4% 12.7% 9.6% 9.2% 10.0% 8.3% 10.0% 9.9% 5.8%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 3-point trend, +137.6% · · · · · · · · · 1.7 1.5 0.7
Efficiency 1
Annual Efficiency data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -12.6% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 5
Annual Per Share data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +14.5% $7.84 $8.49 $8.16 $7.85 $7.31 $7.12 $6.26 $6.06 $6.04 $6.73 $6.78 $6.85
Cash Flow / Share 12-point trend, +6.2% $3.10 $3.35 $2.60 $7.02 $4.78 $2.72 $2.38 $3.49 $3.05 $3.26 $2.87 $2.92
Dividend / Share 3-point trend, +4.2% · · · · · · · · · $1 $1 $1
Dividend Paid / Share 12-point trend, +50.0% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +131.3% $2.29 $2.91 $2.82 $3.26 $3.47 $2.47 $2.20 $2.11 $1.81 $1.81 $1.61 $0.99
Growth Rates 10
Annual Growth Rates data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -1108.8% -8.1% 2.8% -0.92% 6.0% 0.80% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -213.6% -2.2% 2.6% 1.9% · · · · · · · · ·
Revenue CAGR 5Y 0.00% · · · · · · · · · · ·
EPS YoY 5-point trend, -152.6% -21.3% 3.2% -13.5% -6.0% 40.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, -345.8% -11.1% -5.7% 4.5% · · · · · · · · ·
EPS CAGR 5Y -1.5% · · · · · · · · · · ·
Net Income YoY 5-point trend, -157.3% -21.8% 2.1% -17.4% -7.4% 38.0% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -816.6% -13.0% -7.9% 1.8% · · · · · · · · ·
Net Income CAGR 5Y -3.4% · · · · · · · · · · ·
Dividend CAGR 5Y 0.08% · · · · · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for SBSI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +80.5% $237M $258M $251M $253M $239M $237M $212M $213M $181M $179M $173M $131M
Net Income TTM 12-point trend, +232.3% $69M $88M $87M $105M $113M $82M $75M $74M $54M $49M $44M $21M
P/E 12-point trend, -51.1% 13.3 10.9 11.1 11.0 12.1 12.6 16.9 15.0 18.6 20.3 14.6 27.2
Earnings Yield 12-point trend, +104.9% 7.5% 9.2% 9.0% 9.1% 8.3% 8.0% 5.9% 6.7% 5.4% 4.9% 6.9% 3.7%
Payout Ratio 12-point trend, -27.1% 62.7% 49.3% 50.3% 42.8% 39.3% 52.6% 57.0% 56.6% 59.3% 52.6% 57.0% 86.0%
Annual Payout 12-point trend, +142.0% $43M $44M $44M $45M $45M $43M $43M $42M $32M $26M $25M $18M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $69M$88M$87M$105M$113M
Diluted EPS $2.29$2.91$2.82$3.26$3.47
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $73M$91M$73M$217M$148M

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Institutional owners (13F) 205 filers · $380.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
30 (+8 vs prior Q) 7 (-7 vs prior Q) 70 (+12 vs prior Q) 50 (-6 vs prior Q) +1.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
DIMENSIONAL FUND ADVISORS LP $46,898,951 1,332,735 12.32% Shares
STATE STREET CORP $46,738,725 1,328,182 12.28% Shares
VANGUARD CAPITAL MANAGEMENT LLC $43,923,912 1,248,193 11.54% Shares
GEODE CAPITAL MANAGEMENT, LLC $22,235,997 631,775 5.84% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $22,183,213 630,384 5.83% Shares
RENAISSANCE TECHNOLOGIES LLC $14,749,748 419,146 3.87% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12,681,948 360,385 3.33% Shares
TWO SIGMA INVESTMENTS, LP $12,262,343 348,461 3.22% Shares
AMERICAN CENTURY COMPANIES INC $11,925,398 338,886 3.13% Shares
JANE STREET GROUP, LLC $11,630,295 330,500 3.06% Put option
TWO SIGMA ADVISERS, LP $7,424,277 244,300 1.95% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,254,419 206,150 1.91% Shares
VANGUARD FIDUCIARY TRUST CO $6,624,693 188,255 1.74% Shares
Bank of New York Mellon Corp $6,483,019 184,229 1.70% Shares
GOLDMAN SACHS GROUP INC $5,406,451 153,636 1.42% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $5,337,056 151,664 1.40% Shares
MACKENZIE FINANCIAL CORP $5,197,563 147,700 1.37% Shares
PRINCIPAL FINANCIAL GROUP INC $4,735,553 134,571 1.24% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,244,935 120,629 1.12% Shares
THIRD AVENUE MANAGEMENT LLC $4,112,972 116,879 1.08% Shares
Public Sector Pension Investment Board $3,372,117 95,826 0.89% Shares
BANK OF AMERICA CORP /DE/ $3,365,607 95,641 0.88% Shares
State of New Jersey Common Pension Fund D $3,251,134 92,388 0.85% Shares
Parkway Wealth Management Group, LLC $2,607,904 74,109 0.69% Shares
AMERIPRISE FINANCIAL INC $2,544,519 72,308 0.67% Shares
RHUMBLINE ADVISERS $2,483,871 70,585 0.65% Shares
Polaris Capital Management, LLC $2,468,860 70,158 0.65% Shares
KESTREL INVESTMENT MANAGEMENT CORP $2,428,110 69,000 0.64% Shares
MILLENNIUM MANAGEMENT LLC $2,402,421 68,270 0.63% Shares
Pingora Partners LLC $2,054,216 58,375 0.54% Shares
Swiss National Bank $1,995,906 56,718 0.52% Shares
Fisher Asset Management, LLC $1,887,239 53,630 0.50% Shares
Quantinno Capital Management LP $1,683,676 47,845 0.44% Shares
ROYCE & ASSOCIATES LP $1,529,639 43,468 0.40% Shares
Legal & General Group Plc $1,512,994 42,995 0.40% Shares
PRUDENTIAL FINANCIAL INC $1,468,760 41,738 0.39% Shares
PINNACLE ASSOCIATES LTD $1,462,989 41,574 0.38% Shares
Campbell & CO Investment Adviser LLC $1,442,157 40,982 0.38% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $1,401,195 39,818 0.37% Shares
CITADEL ADVISORS LLC $1,249,245 35,500 0.33% Put option
CAPTRUST FINANCIAL ADVISORS $1,116,403 31,725 0.29% Shares
ALLIANCEBERNSTEIN L.P. $1,075,403 34,590 0.28% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $1,021,214 29,020 0.27% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $880,158 28,310 0.23% Shares
Solutions 4 Wealth, Ltd $853,076 24,242 0.22% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $818,569 26,329 0.22% Shares
LPL Financial LLC $799,776 22,727 0.21% Shares
BlackRock, Inc. $775,306 22,032 0.20% Shares
Vanguard Global Advisers, LLC $763,764 21,704 0.20% Shares
Y-Intercept (Hong Kong) Ltd $748,526 21,271 0.20% Shares
Squarepoint Ops LLC $746,415 21,211 0.20% Shares
IEQ CAPITAL, LLC $705,330 20,043 0.19% Shares
FRANKLIN RESOURCES INC $658,651 18,717 0.17% Shares
VANGUARD ASSET MANAGEMENT, Ltd $641,866 18,240 0.17% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $618,042 17,563 0.16% Shares
MetLife Investment Management, LLC $598,863 17,018 0.16% Shares
CITADEL ADVISORS LLC $573,949 16,310 0.15% Shares
State of Tennessee, Department of Treasury $561,844 15,966 0.15% Shares
HighTower Advisors, LLC $554,669 15,762 0.15% Shares
Brandywine Global Investment Management, LLC $547,537 18,017 0.14% Shares
Russell Investments Group, Ltd. $540,096 15,348 0.14% Shares
Mariner, LLC $539,845 15,341 0.14% Shares
FIFTH THIRD BANCORP $532,776 15,140 0.14% Shares
Illinois Municipal Retirement Fund $531,545 15,105 0.14% Shares
UBS Group AG $529,504 15,047 0.14% Shares
BAYVIEW ASSET MANAGEMENT, LLC $527,850 15,000 0.14% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $472,144 13,417 0.12% Shares
Toroso Investments, LLC $449,620 14,795 0.12% Shares
Louisiana State Employees Retirement System $432,837 12,300 0.11% Shares
Lion Street Advisors, LLC $424,629 10,276 0.11% Shares
JANUS HENDERSON GROUP PLC $420,439 13,532 0.11% Shares
NewEdge Advisors, LLC $419,394 11,918 0.11% Shares
Invesco Ltd. $402,292 11,432 0.11% Shares
Redwood Family Wealth LLC $393,498 11,182 0.10% Shares
Focus Partners Wealth $381,744 10,848 0.10% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $379,243 10,777 0.10% Shares
MERCER GLOBAL ADVISORS INC /ADV $378,526 10,757 0.10% Shares
Bill Few Associates, Inc. $367,518 10,444 0.10% Shares
VANGUARD GROUP INC $361,702 11,902 0.10% Shares
NAPLES GLOBAL ADVISORS, LLC $359,255 10,209 0.09% Shares
Vanguard Investments Australia, Ltd. $356,017 10,117 0.09% Shares
Quantbot Technologies LP $348,205 9,895 0.09% Shares
Gibson Wealth Advisors LLC $346,833 9,856 0.09% Shares
NEW YORK STATE COMMON RETIREMENT FUND $331,982 9,434 0.09% Shares
BARCLAYS PLC $331,595 9,423 0.09% Shares
WELLS FARGO & COMPANY/MN $324,939 9,234 0.09% Shares
Odyssean, LLC $324,663 9,226 0.09% Shares
Ameritas Advisory Services, LLC $323,255 9,186 0.08% Shares
XTX Topco Ltd $319,947 9,092 0.08% Shares
JAMISON PRIVATE WEALTH MANAGEMENT, INC. $319,620 9,083 0.08% Shares
PNC Financial Services Group, Inc. $314,000 8,923 0.08% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $310,446 8,822 0.08% Shares
Steward Partners Investment Advisory, LLC $308,632 8,770 0.08% Shares
Pinnacle Wealth Management Advisory Group, LLC $306,786 8,718 0.08% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $295,702 8,403 0.08% Shares
&PARTNERS $286,575 8,144 0.08% Shares
Rafferty Asset Management, LLC $286,271 8,135 0.08% Shares
Police & Firemen's Retirement System of New Jersey $281,414 7,997 0.07% Shares
CWM, LLC $280,991 9,038 0.07% Shares
ARIZONA STATE RETIREMENT SYSTEM $274,376 7,797 0.07% Shares

Company insiders 53 insiders · 23 officers · 32 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Keith Donahoe President and CEO June 1, 2026 A 20,535 0 0 $0
Charles E Dawson CEO Sept. 1, 2016 J 26,115 0 0 $0
Julie Shamburger CFO June 1, 2026 A 32,674 0 0 $0
Jared C. Green Regional President, ETX June 1, 2026 A 5,432 0 0 $0
Mark W Drennan Regional President, NTX Dec. 6, 2024 A 6,252 0 0 $0
John Mitchell Craddock Jr. Chief Operating Officer June 9, 2026 S 4,871 0 1 $-16,223
Brian K Mccabe COO Sept. 4, 2025 A 17,500 0 0 $0
Curtis Burchard CHIEF LENDING OFFICER July 18, 2026 F 8,488 0 0 $0
Anne Martinez CRO June 20, 2026 F 8,372 0 0 $0
Sherri Anthony Chief Banking Officer June 20, 2026 F 4,263 0 0 $0
April Pinkley CAO June 20, 2026 F 4,289 0 0 $0
Suni M Davis CHIEF TREASURY OFFICER June 1, 2026 A 13,808 0 0 $0
T L Arnold Jr CCO June 1, 2026 A 22,570 0 0 $0
Timothy F Alexander CLO Feb. 29, 2024 A 11,210 0 0 $0
Emily S Moore HR DIRECTOR Sept. 1, 2023 A 3,217 0 0 $0
Cindy Blackstone Chief Retail Officer June 29, 2023 F 2,862 0 0 $0
James D Alfred RP CTX March 3, 2022 A 14,496 0 0 $0
Clawater W Earl III SEVP & CCO March 31, 2019 F 6,686 0 0 $0
Peter M Boyd SEVP Dec. 15, 2017 S 3,563 0 0 $0
Tim Carter RP NTX Aug. 31, 2017 J 33,807 0 0 $0
Jeryl W Story SR EVP Sept. 5, 2013 A 83,759 0 0 $0
Michael L Coogan EVP & Treasurer Jan. 2, 2013 J 359 0 0 $0
Tonya Boyd Sr VP & Asst Controller Aug. 2, 2012 A — 0 0 $0
Hilliard J Shands Director June 24, 2026 W 42,166 0 0 $0
Jeb Weldon Jones Director June 1, 2026 A 2,260 0 0 $0
Raymond C Mckinney Director June 1, 2026 A 1,260 0 0 $0
Kirk A. Calhoun Director June 1, 2026 A 18,912 0 0 $0
Alton L. Frailey Director June 1, 2026 A 13,505 0 0 $0
Shannon Dacus Director June 1, 2026 A 9,749 0 0 $0
Patricia Ann Callan Director June 1, 2026 A 7,150 0 0 $0
Susan Elaine Anderson Director June 1, 2026 A 12,762 0 0 $0
Lawrence Lazelle Anderson Director June 1, 2026 A 5,493 0 0 $0
Preston L Smith Director June 1, 2026 A 23,092 0 0 $0
John Robert Garrett Director June 1, 2026 A 26,942 0 0 $0
Lee R Gibson Director June 1, 2026 A 58,812 0 0 $0
Michael J Bosworth Director March 5, 2026 A 82,900 0 0 $0
Herbert C Buie Director Dec. 4, 2025 P 389,288 1 0 $55,439
George H Henderson III Director March 6, 2025 A 48,830 0 0 $0
Tony K Morgan Director March 6, 2025 A 32,520 0 0 $0
John F Sammons Jr Director March 6, 2025 A 33,100 0 0 $0
Donald W Thedford Director March 6, 2025 A 17,908 0 0 $0
William Sheehy Director Dec. 7, 2021 P 137,352 0 0 $0
Melvin B Lovelady Director March 12, 2020 P 2,000 0 0 $0
Richard M Warner Director Nov. 30, 2017 A 161,798 0 0 $0
Joe Norton Director Sept. 7, 2017 G 0 0 0 $0
Alton Cade JR Director June 15, 2017 S 29,260 0 0 $0
Bg Hartley Director Sept. 9, 2015 S 0 0 0 $0
POWELL PAUL Director Aug. 27, 2015 P 75,000 0 0 $0
Pierre J Dewet Director May 6, 2014 P 34,958 0 0 $0
Robbie N Edmonson Director Dec. 10, 2012 S 40,823 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 2 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
IRS IDENTIFICATION NO. OF REPORTING PERSON (ENTITIES ONLY): First National Bank Group, Inc. TIN ×2 filings May 23, 2008 — Initial filing — SEC
First National Bank Group, Inc., First National Bank Group, Inc. Employee Stock Ownership Plan, Trustees of the First National Bank Group, Inc. Employee Stock Ownership Plan: · David O. Rogers, Jr. · Robert Gandy, III · Saul Ortega ×3 filings May 21, 2008 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 65 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SMDV · ProShares Trust 1.02% 204,370 NS May 31, 2026 N-PORT
XSLV · Invesco Exchange-Traded Fund Trust … 0.81% 62,167 SH Aug. 8, 2026 Daily
XSVM · Invesco Exchange-Traded Fund Trust 0.65% 133,769 SH Aug. 8, 2026 Daily
ESSC · Strategy Shares 0.58% 4,553 NS April 30, 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0.19% 1,638 SH Aug. 8, 2026 Daily
EBIT · Harbor ETF Trust 0.17% 604 NS April 30, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.11% 59,344 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.10% 19,929 SH Aug. 8, 2026 Daily
IJS · iShares Trust 0.10% 248,320 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.09% 13,614 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.08% 18,066 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.07% 62,084 NS May 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.06% 21,649 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.06% 3,286 SH Aug. 8, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.05% 4,310 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.05% 238,298 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.05% 97,462 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.05% 1,706,441 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.05% 102,921 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.04% 335 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.04% 167,722 NS April 30, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.04% 5,835 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.04% 95,792 NS May 31, 2026 N-PORT
IWM · iShares Trust 0.03% 743,919 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.03% 167,481 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.03% 12,503 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.03% 236,997 NS May 31, 2026 N-PORT
ISCV · iShares Trust 0.03% 6,135 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 2,443 SH Aug. 8, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.02% 15,937 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.02% 1,361 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.02% 97,847 NS April 30, 2026 N-PORT
SFGV · EA Series Trust 0.02% 5,552 NS May 29, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 17,361 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.02% 134,457 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.01% 1,305 SH Aug. 8, 2026 Daily
TEXN · iShares Trust 0.01% 73 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.01% 1,065 NS May 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.01% 7,600 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.01% 1,081 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 323,022 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 4,628 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.01% 46,021 SH Aug. 8, 2026 Daily
TILT · FlexShares Trust 0.01% 5,852 NS April 30, 2026 N-PORT
IWO · iShares Trust 0.01% 39,468 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.01% 1,722 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.01% 2,321 NS May 31, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.01% 930 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 69,975 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 1,156 NS May 31, 2026 N-PORT