Skip to main content
SBSI logo

SBSI · Southside Bancshares Inc

Track SBSI — free
$33.08 +0.06 (+0.18%) At close · Aug 14
Market Cap
$986.05M
Shares
29.81M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$33.08 Open$32.97 Day$32.85–33.24 52W close$26.44–35.74 Avg vol 30d137K Short int740K · 2.5% float · 4.3d Short vol77% Last earningsJul 24, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 24

Up next

Next earnings call
Oct 23, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 24, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Weak Quant / Vol Low
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +3%
      above
      Price vs 50-day avg −2%
      below
      RSI (14) 49
      neutral
      MACD trend Positive
      52-week position 71%
      mid-range
      Momentum
      relative strength
      Neutral
      1-month return −5%
      trailing
      6-month return +5%
      trailing
      YTD return +9%
      this year
      Relative strength −9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $34 › 200d $32 — 50d above 200d
      Institutional flow Accumulating
      +5% holders QoQ · +24 funds added
      Insider flow Distributing
      Net -$16.2K over 90 days · 100% sells
      Short interest Rising
      2.48% of float · ▲ +1.5% MoM · 4.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      193 holders — near 3-yr high, broad support
      Squeeze score 49
      elevated · 0–100
      Fundamentals
      Weak
      Revenue growth −3%
      Y/Y
      EPS growth −21%
      Y/Y
      Free cash flow $73.5M
      Valuation P/E 13
      in line
      Balance sheet $783.8M
      net debt
      Quant / Vol
      risk profile
      Low
      Volatility 24%
      annualized · 1-yr
      Max drawdown −16%
      past year
      ATR 2.1%
      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 8-K filed Jul 24, 2026
      Loan growth · for the year 5%
      Prior guidance period ended · from the Earnings Call filed Dec 31, 2024
      Wealth management revenue increases · 2025 at least 16%
      Effective tax rate · 2025 17.7%
      Noninterest expense increase · 2025 5.7%

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +3% Bullish
      Price vs 50-day avg
      −2% Neutral
      RSI (14)
      49 Neutral
      MACD trend
      Positive Bullish
      52-week position
      71% Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $34 › 200d $32 — 50d above 200d
      Institutional flow Accumulating
      +5% holders QoQ · +24 funds added
      Insider flow Distributing
      Net -$16.2K over 90 days · 100% sells
      Short interest Rising
      2.48% of float · ▲ +1.5% MoM · 4.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      193 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $26 Now $33 · 71% Range high $36
      vs 200-day avg +3% vs 50-day avg -2%

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

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Annualized return on second quarter average assets 1.23% Q2 2026
      Annualized return on second quarter average shareholders' equity 12.33% Q2 2026
      Annualized return on second quarter average tangible common equity non-GAAP 16.09% Q2 2026
      Effective tax rate 17.6% Q2 2026
      Nonperforming assets to total assets 0.11% Q2 2026
      Annualized return on first quarter average shareholders' equity 10.96% first quarter ended March 31, 2026
      Nonperforming assets 0.11% first quarter ended March 31, 2026
      Total deposit accounts 178,823 first quarter ended March 31, 2026
      Annualized return on fourth quarter average assets 0.99% three months ended December 31, 2025
      Net interest margin 2.81% year ended December 31, 2025
      Return on average assets 0.83% year ended December 31, 2025
      Tax-equivalent net interest margin non-GAAP 2.93% year ended December 31, 2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      $986.05M +8.9% -2.9% 13.0 2.5%
      MFG
      Mizuho Financial Group Inc
      $132.42B +48.5% 0.1%
      HDB
      Hdfc Bank Ltd
      $120.05B -36.0% +15.2% 0.5%
      IBN
      Icici Bank Ltd
      $108.39B -0.2% 0.5%
      PNC
      Pnc Financial Services Group, Inc.
      $102.52B +23.1% +7.2% 14.1 1.8%

      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 Reducing
      Holders
      193
      % held
      58.0%
      Net QoQ
      -84.0K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      236
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      740.2K
      Days to cover
      4.3d
      Change
      +10.8K sh
      View
      Short Volume
      Short vol %
      77%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      29
      Value
      $983
      As of
      Jun 17, 2026
      View
      Off-Exchange
      Off-exchange %
      33.4%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$16.2K
      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 +2.0% -5.1% +5.2% +1.8% +8.9%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +1.6% -9.5% -8.6% -2.2% -5.0%

      Capital returns

      Latest dividend
      $0.36 / share · ex May 18, 2026
      Declared · upcoming
      $0.37 / share · ex Aug 20, 2026
      Cut 2.7%
      Paid (TTM)
      $1.44 / share · 4 payouts
      Dividend yield (TTM, derived)
      4.35%

      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) 178 filings 178 filers Visit website Investor relations