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SBSI · Southside Bancshares Inc

Track SBSI — free
Market Cap
$955.94M
Shares
29.81M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$32.07 Open$32.44 Day$31.75–32.65 52W close$26.44–35.74 Avg vol 30d114K Short int865K · 2.9% float · 7.6d Short vol53% Last earningsJul 24, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 24

Up next

Next earnings call
Oct 23, 2026 Est · unconfirmed · in 6 wks
filed Jul 24, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$248.18M
Trailing 12 months
Net income (TTM)
$76.00M
Trailing 12 months
Revenue growth YoY
+7.4%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
12.6
Trailing earnings · reciprocal yield 7.9%
FCF yield
13.2%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
4.5%
Trailing 12 months
Shares change YoY
-1.4%
Year over year · fewer shares
Price change (1Y)
+4.1%
Trailing year
Short interest
2.9%
Latest settlement · 7.6 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 24, 2026
Q2 FY26

TL;DR. Southside reported Q2 EPS of $0.90 on a 15.4% linked-quarter net income increase to $26.8 million, but net interest margin compressed 11 bps to 2.90%, deposits fell $705.1 million (10.3%), and management flagged continued funding-cost pressure while reaffirming mid-single-digit 2026 loan growth.

Bullish
  • + Noninterest income increased 11.2% linked quarter driven by trust, BOLI and deposit services
  • + Fort Worth wealth team built out faster than expected, driving trust fees 8.4% over budget and 26.4% year-over-year
  • + Classified assets declined $31 million and additional reductions are expected in Q3
Bearish
  • Total deposits fell $705.1 million (10.3%) linked quarter driven by a $777.9 million drop in brokered deposits
  • Loans were essentially flat as $297 million in payoffs offset strong $487 million in new production
  • Management acknowledged continued margin pressure ahead absent a Fed rate move
  • New deposit pricing is materially above existing book rates, signaling higher future funding costs
  • Cost of total deposits linked quarter remains elevated and CD repricing pressure is expected

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Neutral Fundamentals Weak Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −1%
below
Price vs 50-day avg −3%
below
RSI (14) 46
neutral
MACD trend Positive
52-week position 61%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −3%
trailing
6-month return +7%
trailing
YTD return +6%
this year
Relative strength −11%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $33 › 200d $32 — 50d above 200d
Institutional flow Accumulating
+7% holders QoQ · +23 funds added
Insider flow Distributing
Net -$13.3K over 90 days · 100% sells
Short interest Rising
2.90% of float · ▲ +4.1% MoM · 7.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
196 holders — near 3-yr high, broad support
Squeeze score 52
elevated · 0–100
Fundamentals
Weak
Revenue growth −3%
Y/Y
EPS growth −21%
Y/Y
Free cash flow $73.5M
Valuation P/E 12.6
in line
Balance sheet $747.3M
net debt
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −14%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Jun 30, 2026
Non-interest expense · remaining quarters $40.5M
Prior guidance period ended · from the Earnings Call filed Oct 26, 2021
Loan growth, net of PPP loans · for 2021 5%
Non-interest expense · For the fourth quarter of 2021 $31M
Loan growth, net of PPP loans · for 2022 9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
0 · 6 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−1% Neutral
Price vs 50-day avg
−3% Neutral
RSI (14)
46 Neutral
MACD trend
Positive Bullish
52-week position
61% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $33 › 200d $32 — 50d above 200d
Institutional flow Accumulating
+7% holders QoQ · +23 funds added
Insider flow Distributing
Net -$13.3K over 90 days · 100% sells
Short interest Rising
2.90% of float · ▲ +4.1% MoM · 7.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
196 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $26 Now $32 · 61% Range high $36
vs 200-day avg -1% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SBSI
Southside Bancshares Inc
this stock
$955.94M +5.5% -2.9% 12.6 2.9%
MFG
Mizuho Financial Group Inc
$138.58B +56.4% 0.1%
HDB
Hdfc Bank Ltd
$119.92B -36.1% -3.2% 0.7%
CIXPF
CaixaBank/ADR
$107.26B +26.7% 0.1%
IBN
Icici Bank Ltd
$105.48B -1.4% 0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
196
% held
58.5%
Net QoQ
+55.7K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
241
View
Short & Settlement
Short Interest Rising
Shares short
864.6K
Days to cover
7.6d
Change
+34.4K sh
View
Short Volume
Short vol %
53%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
888
Value
$29.0K
As of
Aug 7, 2026
View
Off-Exchange
Off-exchange %
40.4%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$13.3K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Lisa McClain
Amount
$1.0K–$15.0K
Traded
Jun 17, 2025
View
Financials
Financials
Net income (FY)
$69.2M
EPS diluted
$2.29
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 24, 2026
This year
11
View
Proposed Sales
Value
$531.7K
Shares
14.6K
Filed
Nov 25, 2024
View
Exempt Offerings
Offering
$100.0M
Filed
Nov 18, 2020
View
Earnings & Events
Earnings Calls
Last call
Jul 24, 2026
View
Investor Relations
Latest news
Southside Bancshares, Inc. Increa…
Published
Aug 6, 2026
View

Performance

5D 20D 120D MTD YTD
SBSI -1.1% -2.9% +6.5% +1.6% +5.5%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY +0.0% -1.1% -11.3% +2.0% -6.6%

Capital returns

Latest dividend
$0.37 / share · ex Aug 20, 2026
Raised 2.8%
Paid (TTM)
$1.45 / share · 4 payouts
Dividend yield (TTM, derived)
4.52%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 705432 CUSIP 84470P109 13F (30d) 50 filings 50 filers Visit website Investor relations