Baird has upgraded Simmons First National Corp (SFNC) from Neutral to Outperform, signaling a more optimistic view on the bank's future. The change, effective November 18, 2025, comes as the company navigates its operations in the competitive banking industry, where it serves individual and corporate customers across several states, including Arkansas, Kansas, and Texas.
Headquartered in Pine Bluff, Arkansas, Simmons First National Corp is a holding company that provides a range of financial products and services through its subsidiary, Simmons Bank. With a market cap of $2.5 billion, the bank employs nearly 3,000 people and operates over 222 financial centers. The company offers comprehensive banking solutions, including commercial loans and treasury management services, tailored to meet the needs of its diverse clientele.
Currently priced at $17.38 per share, Simmons First National Corp has seen a mixed earnings performance recently. In Q3 2025, it reported an EPS of $0.46, slightly below the estimate of $0.48. However, previous quarters showed some positive surprises, reflecting fluctuations in its earnings trajectory.
Analyst ratings serve as valuable insights based on extensive research and financial modeling. While Baird's upgrade indicates increased confidence in Simmons First's strategic direction, investors should consider a range of factors, including company fundamentals and market conditions, when making decisions. Analyst opinions can evolve as new information emerges, and they may vary among different firms.
Upcoming earnings reports are also on the horizon, with estimates of $0.49 EPS and $246.7 million in revenue expected on July 14, 2026. This update provides insight into how analysts view the company's potential moving forward.