SFNCFinancial Services · Banks - RegionalThe 7 Wall Street analysts covering Simmons First National Corp. hold a median 12-month price target of $26 — +16.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 23 of 100 as at 14 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Simmons First National Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (77): Reported profit is backed by cash, and the company is not expanding recklessly.
Quality (8): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SFNC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +16.8% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Sept 2026 | Keefe, Bruyette & Woods | Upgrade | Outperform | $26 |
| 8 Sept 2026 | Morgan Stanley | Downgrade | Underweight | $24 → $26 |
| 4 Sept 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $25 → $26 |
| 4 Sept 2026 | Piper Sandler | Upgrade | Overweight | $26 → $28 |
| 20 July 2026 | DA Davidson | Maintains | Neutral | — |
| 20 July 2026 | DA Davidson | Maintains | Neutral | $23 → $24 |
| 20 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $24 → $25 |
| 20 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 17 July 2026 | DA Davidson | Maintains | Neutral | $23 |
| 17 July 2026 | DA Davidson | Maintains | Neutral | — |
| 29 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 20 Apr 2026 | Stephens & Co. | Maintains | Overweight | — |
| 17 Apr 2026 | DA Davidson | Maintains | Neutral | — |
| 31 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 22 Jan 2026 | DA Davidson | Maintains | Neutral | — |
| 22 Jan 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 22 Jan 2026 | Raymond James | Upgrade | Outperform | — |
| 19 Nov 2025 | Baird | Upgrade | Outperform | — |
| 20 Oct 2025 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 23 July 2025 | DA Davidson | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SFNC appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 15 Oct 2026, Simmons First National Corp. returned +22.2% against +16.9% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 48% of US stocks
Cheaper than 7% of US stocks
Cheaper than 73% of US stocks
Higher than 61% of US stocks
Higher than 60% of US stocks
Higher than 91% of US stocks
Higher than 30% of US stocks
Higher than 36% of US stocks
Higher than 39% of US stocks
Higher than 90% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Simmons First National Corp. has a market value of $3.2B and an enterprise value of $3.9B.
Revenue in the twelve months to 30 June 2026: $160.2M. The latest quarter grew 14.3% year on year.
Net income over the same four quarters: −$349.5M, a −218.1% net margin.
Diluted earnings per share, trailing twelve months: $−2.54.
Free cash flow in the twelve months to 30 June 2026: $482.0M.
Simmons First National Corp. spent $123.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 14.1×; forward P/E: 9.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.88%, paying out 67% of earnings.
Simmons First National Corp. employs 2,909 people — $55K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Simmons First National Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Simmons First National reported quarterly earnings of $0.54 per share, above the Zacks Consensus Estimate of $0.53. Earnings were $0.46 per share a year earlier.
Why it matters — SFNC watchers may note that quarterly earnings exceeded the estimate and were higher than a year ago.
Simmons First National reported third-quarter 2026 net income of $47.1 million and diluted EPS of $0.32, with adjusted net income of $79.0 million and adjusted diluted EPS of $0.54. Net interest margin rose to 3.92% from 3.84% in the prior quarter, while total loans and deposits declined quarter over quarter.
Why it matters — The results provide SFNC watchers with updates on quarterly profitability, margins, balances, and credit quality, including a 0.27% net charge-off ratio and a 1.37% allowance for credit losses to loans.
Zacks Investment Research previewed Simmons First National’s quarter ended September 2026, focusing on Wall Street estimates for key metrics beyond conventional revenue and earnings estimates.
Why it matters — SFNC watchers can use the preview to see which additional performance measures are expected to provide insight into the quarter.
Zacks Investment Research says Simmons First National has two key ingredients associated with a likely earnings beat in its upcoming report. The item highlights key expectations ahead of the report.
Why it matters — SFNC watchers may find the report’s earnings expectations relevant as the company’s upcoming results approach.
Simmons First National Corporation is scheduled to release its third-quarter earnings report after the closing bell on Thursday, Oct. 15.
Why it matters — SFNC watchers may be interested in the timing of the company's upcoming quarterly earnings release.
The 7 Wall Street analysts covering Simmons First National Corp. have a median 12-month price target of $26, with estimates ranging from $24 to $28. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Simmons First National Corp., 5 rate it a Buy, 1 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Simmons First National Corp. 23 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Simmons First National Corp. ranks 23 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (77 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +16.8% from the last close, and Ticker Nerd's factor model ranks Simmons First National Corp. 23 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Simmons First National Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SFNC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $24 to $28 over the next 12 months.
Simmons First National Corp. returned +22.2% over the 12 months to 15 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Simmons First National Corporation Class A Common Stock represents the equity of Simmons First National Corporation, a bank holding company headquartered in Pine Bluff, Arkansas. The company operates through Simmons Bank and focuses on commercial banking and related financial services for individuals, businesses, and public institutions.
The most recent item we track (Zacks Investment Research, 15 Oct 2026): "Simmons First National (SFNC) Q3 Earnings Beat Estimates". Simmons First National reported quarterly earnings of $0.54 per share, above the Zacks Consensus Estimate of $0.53. Earnings were $0.46 per share a year earlier.
Simmons First National Corporation Class A Common Stock represents the equity of Simmons First National Corporation, a bank holding company headquartered in Pine Bluff, Arkansas. The company operates through Simmons Bank and focuses on commercial banking and related financial services for individuals, businesses, and public institutions. Its core offerings include deposit accounts, consumer and commercial lending, treasury management, mortgage services, trust and fiduciary solutions, card services, and insurance products. Simmons First National serves customers across a regional footprint in the Mid-South and neighboring states, supporting community-based banking with a broad mix of retail and business banking capabilities. The stock is used by investors to gain exposure to a diversified regional banking franchise with recurring income from lending, deposits, and fee-based financial services.
CEO Mr. James M. Brogdon CPA · 2,909 employees · United States · https://www.simmonsbank.com
