HOMB HOME BANCSHARES INC Insider Trading

HOMB Chairman & CEO Allison John W buys 100,000 shares at $26.96; price now $27.18. Holdings rise to 5.80M shares.

Chairman & CEO John W. Allison purchased 100,000 shares at $26.96 on 2026-04-17, increasing his holdings from 5.70M to 5.80M shares. The stock has appreciated 4.1% in the 30 days since the purchase and currently trades at $27.18, near the midpoint of its 52-week range ($25.98–$30.59). His prior same-ticker history at HOME BANCSHARES shows a mixed record: the last buy on 2025-01-21 was poorly timed (90d return -14.4%), but an earlier buy on 2024-02-05 was well-timed (90d return +8.3%). The company trades at a P/E of 10.70 with net income of $123.6M and a $5.3B market cap. This purchase occurs in the context of a relatively steady valuation multiple and continued insider accumulation, though recent same-ticker results provide no clear directional signal.

HOMB CEO ALLISON sold 110,000 shares at $30.02; remains major holder with 5,540,776 shares. Stock up 5.5% in 90 days.

ALLISON JOHN W, as Chairman & CEO, sold 110,000 shares at $30.02 on 2025-08-26, generating $3,302,200.00 in proceeds while retaining 5,540,776 shares. The sale represents a -1.9% reduction in his pre-transaction holdings, indicating this is not a material liquidation of his position. The stock has appreciated 5.5% over the trailing 90 days and currently trades at $30.05, near the transaction price. His prior two trades at HOMB showed mixed results: a January 2025 buy that declined 14.4% over 90 days and a February 2024 buy that gained 8.3%, yielding a 50% success rate on same-ticker timing. The context—elevated P/E of 45.53 and substantial net income of $118,403,000.00—suggests the business is generating significant earnings, though valuation is at a premium to historical levels.

Centennial Bank CEO John Tipton sold 24,159 shares of HOMB at $27.52; holdings drop to 53,308 shares (-31.2%).

CEO John Tipton executed a substantial reduction in his HOMB position, selling 24,159 shares for $664,855.68 and cutting his holdings by 31.2% to 53,308 shares. The sale occurred at $27.52, approximately 0.4% below the current price of $27.63, in a stock trading 13.9% below its 52-week high of $32.09 and down 2.0% over the past 30 days. With a P/E ratio of 46.83 on $31.1M in net income, the stock carries a notably elevated valuation multiple. This transaction represents a material reduction in the CEO's personal stake in the company; given the magnitude of the reduction and the current valuation context, the market should monitor whether this signals a shift in the executive's assessment of HOMB's near-term prospects.

HOMB Chair & CEO John Allison buys 10,000 shares at $30.76; holdings reach 5.69M shares. Repeats prior buy pattern with 100% 90-day win rate.

John Allison, Chairman & CEO, purchased 10,000 shares at $30.76 on 2025-01-21, bringing total holdings to 5.69M shares. This marks his second open-market purchase of HOMB stock: his prior buy on 2024-02-05 delivered +8.3% over 90 days, and his cross-ticker track record shows 1 prior buy with an average 90-day return of +8.3% at a 100% win rate. Current price of $29.84 sits 7.0% below the 52-week high of $32.09, while the stock has appreciated +9.9% over the past 90 days. The trading pattern mirrors prior success—Allison's previous acquisition was similarly well-timed at the 90-day mark—suggesting consistent execution around entry points that preceded favorable returns.

Director Lieblong sold all 55,000 HOMB shares at $32.75; complete exit after price rose 19.4% in 30 days.

Director Alex R. Lieblong liquidated his entire position of 55,000 shares (55.0K shares) on 2024-11-25 at $32.75, totaling $1,801,250.00 ($1.8M), leaving zero shares held post-transaction. The sale occurred as the stock rallied sharply—up 19.4% over the prior 30 days and 16.0% over 90 days, reaching its 52-week high of $32.09 (the transaction price of $32.75 slightly exceeded the current high). A complete exit by a director merits investor attention, particularly given the company's elevated P/E of 54.39 relative to net income of $31.1M on a $6.4B market cap. The timing—liquidating after a sustained rally—suggests the director did not view further upside as compelling at current valuations.

Director James Pat Hickman sells 99,997 shares of HOMB at blended avg $30.79 for $3.1M on 2024-11-18, reducing stake 36.3%.

James Pat Hickman, a director at Home Bancshares, executed 5 separate sales totaling 99,997 shares for $3,078,577.63, reducing his stake by 36.3% from 275,497 to 175,500 shares. The sales occurred at prices ranging from $30.76 to $30.84, near the stock's 52-week high of $31.25, and the 30-day and 90-day price momentum both show +15.2% gains year-to-date. Notably, across Hickman's cross-ticker track record, his prior 3 sells were well-timed at the 90-day mark with a 100% well-timed rate, and his same-ticker history at HOMB shows all 3 prior sales (December 2023) were similarly well-timed, with 90-day negative returns of -6.5%, -6.5%, and -6.6%. This consistent pattern of well-timed exits warrants attention, though the timing characterization applies only to historical precedent and not a pre-arranged plan.

HOMB President Kevin Hester sold 25,263 shares at $27.00 on 2024-07-19; retains 114,912 shares

Kevin Hester, President and CLO of Home Bancshares, sold 25,263 shares for $682,101.00, reducing his holdings by 18.0% to 114,912 shares. The sale occurred at $27.00 per share, matching the 52-week high of $27.66, while the stock has gained 19.5% over the preceding 30 days and 12.0% over 90 days. With a P/E ratio of 47.69 against net income of $31,119,000.00, the valuation is notably elevated relative to earnings quality. The sale represents a discrete reduction in Hester's concentrated position at peak price levels within the recent run-up.