John W. Allison II, a member of the board of Home Bancshares Inc. (NASDAQ: HOMB), completed a sale of 5,000 common shares on February 23, 2026. The shares were disposed of at $28.19 apiece, producing total gross proceeds of $140,950.
Following the disposition, Allison’s direct stake in Home Bancshares stands at 651,994.9955 shares. In addition to his directly held shares, Allison has indirect holdings: 4,198.0068 shares held through his wife and 59,897.5058 shares held as custodian on behalf of his children.
Market data cited by InvestingPro frames the stock’s valuation as relatively inexpensive by some measures, with a price-to-earnings ratio of 11.73 and a dividend yield of 2.97%. InvestingPro also notes that Home Bancshares has increased its dividend for 12 consecutive years; that service flags several subscription-only tips, including six additional exclusive tips, and includes the company in a broader Pro Research Report collection among 1,400-plus US equity reports.
Operationally, Home Bancshares released fourth-quarter 2025 results that showed earnings per share of $0.60, matching analyst expectations. Revenue for the quarter was $282.1 million, exceeding consensus forecasts by 3.53%.
The company’s board declared a regular quarterly cash dividend of $0.21 per share, the same amount distributed in the prior quarter.
On the equity research front, Piper Sandler raised its price target for Home Bancshares to $35.00 from $34.00 and maintained an Overweight rating. The firm attributed the change in part to improvements in core operating metrics, including a 5 basis point expansion in net interest margin and a 10.5% increase in loan growth, metrics described by Piper Sandler as "best in class." Piper Sandler’s commentary and the company’s reported results were cited as complementary indicators of Home Bancshares’ recent performance and strategic positioning.
The insider sale, company financials, dividend continuity, and analyst action together provide multiple data points for investors assessing Home Bancshares’ near-term outlook. The reported valuation metrics from InvestingPro and the analyst-led price-target adjustment are both elements market participants may weigh alongside the director’s share disposition and the firm’s quarter-to-quarter operating trends.