Insider Trading January 29, 2026

Home Bancshares IR Director Sells $157,877 in Stock; Company Posts Solid Q4 Results

Donna Townsell reduces holdings as Home Bancshares reports earnings in line with expectations and revenue ahead of forecasts

By Ajmal Hussain HOMB
Home Bancshares IR Director Sells $157,877 in Stock; Company Posts Solid Q4 Results
HOMB

Donna Townsell, Director of Investor Relations at Home Bancshares Inc (HOMB), sold 5,563 shares on January 28, 2026 for $28.38 per share, totaling $157,877. The regional bank reported Q4 2025 EPS of $0.60 and revenue of $282.1 million, a 3.53% beat versus estimates. The company maintains a 21-year dividend streak and a 2.97% yield; analysts' price targets range from $31 to $36.

Key Points

  • Donna Townsell sold 5,563 shares on January 28, 2026 at $28.38 per share, totaling $157,877.
  • Home Bancshares reported Q4 2025 EPS of $0.60 (in line with expectations) and revenue of $282.1 million (3.53% above forecasts); Board declared a $0.21 quarterly dividend.
  • Company metrics: trading below Fair Value per InvestingPro, P/E of 11.91, PEG of 0.59, market cap of $5.67 billion; analyst price targets range from $31 to $36; Piper Sandler raised its target to $35 and maintained an Overweight rating.

Donna Townsell, who serves as Director of Investor Relations at Home Bancshares Inc (NYSE: HOMB), disposed of 5,563 shares of the company's common stock on January 28, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The shares were sold at $28.38 apiece, producing a total transaction value of $157,877.

Home Bancshares shares are currently quoted at $28.81. InvestingPro data cited in the filing indicates the company is trading below its Fair Value and shows a price-to-earnings ratio of 11.91 alongside a PEG ratio of 0.59.

After completing the sale, Townsell directly holds 218,459.51 shares of Home Bancshares common stock. She also retains an indirect interest of 36,843.5874 shares, held in custody for her daughter.

Townsell's reported holdings extend beyond outright shares. The filing lists derivative securities that include performance stock options covering 50,000 shares as well as additional stock options for 10,000 shares.


Recent operating and market data

Home Bancshares reported fourth-quarter 2025 earnings per share of $0.60, matching analyst expectations. Quarterly revenue totaled $282.1 million, which exceeded forecasts by 3.53%. The company’s Board of Directors declared a regular quarterly cash dividend of $0.21 per share, unchanged from the previous quarter.

The bank has sustained dividend payments for 21 consecutive years and currently offers a dividend yield of 2.97%. Market capitalization is reported at $5.67 billion.

Analysts covering the stock have set price targets in a band between $31 and $36. Piper Sandler specifically raised its price target to $35 from $34 and maintained an Overweight rating, calling out a 5 basis point expansion in net interest margin and 10.5% loan growth and describing these results as "best in class."


Context and implications

The transaction and the company’s recent quarterly performance together provide a snapshot of both insider activity and recent operating trends at Home Bancshares. The combination of an insider sale, derivative holdings, recent earnings in line with expectations, a modest revenue beat, and an unchanged quarterly dividend form the factual basis for investor assessment of the company’s near-term profile.

For investors who want a deeper dive into valuation metrics and comprehensive coverage, InvestingPro offers an expanded report that includes Home Bancshares among more than 1,400 other covered stocks.

Risks

  • Insider sale: Townsell's disposition of 5,563 shares is a realized insider transaction that may influence investor sentiment in the banking and financials sectors.
  • Valuation dispersion: InvestingPro labels the stock as trading below Fair Value, and analysts' price targets vary between $31 and $36, indicating differing market expectations for the bank's share price.
  • Operational variability: While Q4 2025 results included a revenue beat and margin expansion, future performance levels such as net interest margin and loan growth remain material drivers for banking sector outcomes.

More from Insider Trading

Elutia director buys $20,800 in Class A shares as company reports revenue gain and Nasdaq notice Feb 2, 2026 Symbotic Accounting Chief Disposes $457,722 in Shares as Company Prices 10M-Share Offering; Goldman Lowers Rating Feb 2, 2026 Wintrust Financial EVP Sells 5,000 Shares as Firm Announces Dividend Hike and Multiple Price-Target Upgrades Jan 30, 2026 Cantor Fitzgerald Affiliates Dispose of Satellogic Shares in $2.94M Transaction Block Jan 30, 2026 Navan Interim CFO Executes $37,044 Sell-to-Cover Transaction Jan 30, 2026