Tearsheet

HomeTrust Bancshares (HTB)


Market Price (5/26/2026): $46.83 | Market Cap: $776.6 Mil
Sector: Financials | Industry: Regional Banks

HomeTrust Bancshares (HTB)


Market Price (5/26/2026): $46.83
Market Cap: $776.6 Mil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.5%, FCF Yield is 11%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -58%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 41%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 39%

Low stock price volatility
Vol 12M is 23%

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Key risks
HTB key risks include [1] financial vulnerability to interest rate fluctuations, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.5%, FCF Yield is 11%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -58%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 41%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 39%
3 Low stock price volatility
Vol 12M is 23%
4 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%
5 Key risks
HTB key risks include [1] financial vulnerability to interest rate fluctuations, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

HomeTrust Bancshares (HTB) stock has gained about 10% since 1/31/2026 because of the following key factors:

1. HomeTrust Bancshares reported a strong earnings beat for the first quarter of 2026. The company posted diluted earnings per share (EPS) of $0.99, significantly exceeding the Zacks Consensus Estimate of $0.82 per share by 21.47%. Revenue for the quarter reached $54.34 million, surpassing the consensus estimate of $52.13 million by 4.24%. This marks the fourth consecutive quarter that HomeTrust Bancshares has surpassed consensus EPS estimates. Furthermore, the net interest margin expanded to a top-quartile 4.31% for the quarter ended March 31, 2026, up from 4.20% in the prior quarter.

2. The company announced a significant increase in its quarterly cash dividend. On April 23, 2026, HomeTrust Bancshares declared a quarterly cash dividend of $0.15 per common share, representing a 15.4% increase ($0.02) over the previous quarter's dividend of $0.13 per share. This marks the eighth dividend increase since the company began issuing cash dividends in November 2018, demonstrating a consistent commitment to shareholder returns.

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Stock Movement Drivers

Fundamental Drivers

The 9.3% change in HTB stock from 1/31/2026 to 5/25/2026 was primarily driven by a 4.1% change in the company's Net Income Margin (%).
(LTM values as of)13120265252026Change
Stock Price ($)42.8546.839.3%
Change Contribution By: 
Total Revenues ($ Mil)2092152.4%
Net Income Margin (%)29.8%31.0%4.1%
P/E Multiple11.711.70.0%
Shares Outstanding (Mil)17172.5%
Cumulative Contribution9.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/25/2026
ReturnCorrelation
HTB9.3% 
Market (SPY)8.1%31.5%
Sector (XLF)-2.3%53.0%

Fundamental Drivers

The 20.3% change in HTB stock from 10/31/2025 to 5/25/2026 was primarily driven by a 8.2% change in the company's Net Income Margin (%).
(LTM values as of)103120255252026Change
Stock Price ($)38.9446.8320.3%
Change Contribution By: 
Total Revenues ($ Mil)2062154.2%
Net Income Margin (%)28.7%31.0%8.2%
P/E Multiple11.211.74.0%
Shares Outstanding (Mil)17172.6%
Cumulative Contribution20.3%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/25/2026
ReturnCorrelation
HTB20.3% 
Market (SPY)9.9%28.5%
Sector (XLF)0.0%52.0%

Fundamental Drivers

The 39.4% change in HTB stock from 4/30/2025 to 5/25/2026 was primarily driven by a 14.8% change in the company's Net Income Margin (%).
(LTM values as of)43020255252026Change
Stock Price ($)33.6146.8339.4%
Change Contribution By: 
Total Revenues ($ Mil)2032155.8%
Net Income Margin (%)27.0%31.0%14.8%
P/E Multiple10.411.712.0%
Shares Outstanding (Mil)17172.4%
Cumulative Contribution39.4%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/25/2026
ReturnCorrelation
HTB39.4% 
Market (SPY)36.0%40.6%
Sector (XLF)8.2%59.9%

Fundamental Drivers

The 135.4% change in HTB stock from 4/30/2023 to 5/25/2026 was primarily driven by a 44.0% change in the company's P/E Multiple.
(LTM values as of)43020235252026Change
Stock Price ($)19.8946.83135.4%
Change Contribution By: 
Total Revenues ($ Mil)16121533.0%
Net Income Margin (%)22.9%31.0%35.7%
P/E Multiple8.111.744.0%
Shares Outstanding (Mil)1517-9.4%
Cumulative Contribution135.4%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/25/2026
ReturnCorrelation
HTB135.4% 
Market (SPY)86.3%42.1%
Sector (XLF)64.4%59.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
HTB Return62%-21%13%27%29%9%162%
Peers Return29%-28%25%8%29%-1%61%
S&P 500 Return27%-19%24%23%16%9%98%

Monthly Win Rates [3]
HTB Win Rate75%25%50%58%67%80% 
Peers Win Rate44%50%56%50%65%54% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
HTB Max Drawdown-13%-32%-38%-18%-16%-8% 
Peers Max Drawdown-22%-39%-36%-25%-24%-23% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEWT, ATLO, AGBK, NU, FITB.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/22/2026 (YTD)

How Low Can It Go

EventHTBS&P 500
2025 US Tariff Shock
  % Loss-15.3%-18.8%
  % Gain to Breakeven18.1%23.1%
  Time to Breakeven80 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-16.6%-9.5%
  % Gain to Breakeven19.9%10.5%
  Time to Breakeven36 days24 days
2023 SVB Regional Banking Crisis
  % Loss-34.3%-6.7%
  % Gain to Breakeven52.2%7.1%
  Time to Breakeven224 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-30.3%-24.5%
  % Gain to Breakeven43.4%32.4%
  Time to Breakeven639 days427 days
2020 COVID-19 Crash
  % Loss-53.6%-33.7%
  % Gain to Breakeven115.4%50.9%
  Time to Breakeven402 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-15.5%-19.2%
  % Gain to Breakeven18.4%23.8%
  Time to Breakeven892 days105 days

Compare to NEWT, ATLO, AGBK, NU, FITB

In The Past

HomeTrust Bancshares's stock fell -15.3% during the 2025 US Tariff Shock. Such a loss loss requires a 18.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventHTBS&P 500
2023 SVB Regional Banking Crisis
  % Loss-34.3%-6.7%
  % Gain to Breakeven52.2%7.1%
  Time to Breakeven224 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-30.3%-24.5%
  % Gain to Breakeven43.4%32.4%
  Time to Breakeven639 days427 days
2020 COVID-19 Crash
  % Loss-53.6%-33.7%
  % Gain to Breakeven115.4%50.9%
  Time to Breakeven402 days140 days

Compare to NEWT, ATLO, AGBK, NU, FITB

In The Past

HomeTrust Bancshares's stock fell -15.3% during the 2025 US Tariff Shock. Such a loss loss requires a 18.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About HomeTrust Bancshares (HTB)

HomeTrust Bancshares, Inc. operates as the bank holding company for HomeTrust Bank that provides a range of retail and commercial banking products and services. Its deposit products include savings, money market, and demand accounts, as well as certificates of deposit for individuals, businesses, and nonprofit organizations. The company's loan portfolio comprises retail consumer loans, such as one-to-four-family real estate lending, home equity lines of credit, construction and land/lots, indirect auto finance, and consumer lending; and commercial loans that include commercial real estate, construction and development, and commercial and industrial loans. It also provides small business administration loans, equipment finance leases, indirect automobile loans, and municipal leases; and cash management and online/mobile banking services. As of June 30, 2021, the company operated 41 offices in North Carolina, Upstate South Carolina, East Tennessee, and Southwest Virginia. HomeTrust Bancshares, Inc. was founded in 1926 and is headquartered in Asheville, North Carolina.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe HomeTrust Bancshares (HTB):

  • A community bank version of Bank of America for the Southeast.
  • Truist Bank, but for smaller towns and counties in the Carolinas, Tennessee, and Virginia.
  • The local banking solution, much like a neighborhood Chase Bank, for its Appalachian foothill markets.

AI Analysis | Feedback

  • Deposit Accounts: Offers various savings, money market, demand accounts, and certificates of deposit for individuals, businesses, and nonprofit organizations.
  • Retail Consumer Loans: Provides financing for one-to-four-family real estate, home equity lines of credit, construction, land/lots, and indirect auto finance.
  • Commercial Loans: Extends loans for commercial real estate, construction and development, and general commercial and industrial purposes.
  • Specialty Lending: Includes Small Business Administration (SBA) loans, equipment finance leases, indirect automobile loans, and municipal leases.
  • Cash Management Services: Offers services to help businesses efficiently manage their cash flow and financial operations.
  • Online/Mobile Banking Services: Provides convenient digital platforms for customers to access and manage their accounts remotely.

AI Analysis | Feedback

HomeTrust Bancshares (HTB) operates as a community bank primarily serving individuals, businesses, and organizations within its operating regions (North Carolina, Upstate South Carolina, East Tennessee, and Southwest Virginia). The company does not have a few major named corporate customers; instead, its customer base is diversified across different segments.

The major customer categories served by HomeTrust Bancshares include:

  • Individuals: Customers seeking personal banking services, including savings, money market, and demand accounts, certificates of deposit, one-to-four-family real estate lending (mortgages), home equity lines of credit, construction and land/lots loans for personal use, indirect auto finance, and other consumer lending products.

  • Businesses: Small to medium-sized enterprises (SMEs) and commercial clients requiring various services such as business deposit accounts (savings, money market, demand accounts, CDs), commercial real estate loans, construction and development loans, commercial and industrial loans, Small Business Administration (SBA) loans, equipment finance leases, and cash management services.

  • Nonprofit Organizations and Municipal Entities: Organizations and local government entities seeking deposit products (savings, money market, demand accounts, CDs) and specialized financial services such as municipal leases.

AI Analysis | Feedback

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AI Analysis | Feedback

C. Hunter Westbrook

President and Chief Executive Officer

Mr. Westbrook is a 30-year banking veteran who assumed the role of Chief Executive Officer of HomeTrust Bancshares, Inc. in September 2022. Prior to joining HomeTrust in June 2012 as Senior Vice President and Chief Banking Officer, he served as President and CEO of two community banks. Mr. Westbrook also held various senior-level positions for nearly 20 years with TCF Bank and its parent, TCF Financial Corporation, and served as President and Chief Executive Officer of First Community Bancshares in Texas from 2006 to 2008. He earned his Master of Business Administration from the University of Minnesota's Carlson School of Management and holds a Bachelor of Science in Accounting and Business from West Virginia University.

Tony J. VunCannon

Executive Vice President, Chief Financial Officer, Corporate Secretary & Treasurer

Mr. VunCannon has served as Executive Vice President, Chief Financial Officer, and Treasurer of HomeTrust Bancshares since HomeTrust Bank's mutual-to-stock conversion and as Corporate Secretary since September 2017. He was previously employed by KPMG in Charlotte, North Carolina. His tenure at HomeTrust Bank dates back to April 1992, where he served as Controller before being promoted to Vice President and Treasurer, and later Executive Vice President, Chief Financial Officer, and Treasurer. Mr. VunCannon is a Certified Public Accountant (CPA).

Megan Pelletier

Executive Vice President, Chief Operations & People Officer

Ms. Pelletier joined HomeTrust Bancshares and HomeTrust Bank in May 2022 as Executive Vice President, Chief People Officer, and was promoted to Executive Vice President, Chief Operations & People Officer in July 2023. Her career spans 20 years in banking and financial services, encompassing both human resources and commercial banking roles. Before joining HomeTrust, she held several key positions at SouthState Bank, including Senior Vice President, Director of Talent Acquisition, and Director of Commercial Operations. She has also worked at CommunityOne Bank, SunTrust Bank (now Truist), and Wellington Management Company.

Kevin M. Nunley

Executive Vice President, Chief Credit Officer

Mr. Nunley became Executive Vice President and Chief Credit Officer of HomeTrust Bank in July 2024. He initially joined HomeTrust Bank in September 2020 as Senior Vice President and Director of Loan Review, subsequently being promoted to Director of Commercial Credit in June 2023. With 20 years of experience prior to HomeTrust, his background includes senior credit officer, portfolio management, and relationship manager roles at First Tennessee Bank, First Horizon Bank, Wachovia, and as a financial analyst at Bayer.

Charles F. Sivley, Jr.

Executive Vice President, Chief Technology Officer

Mr. Sivley joined HomeTrust Bancshares and HomeTrust Bank in June 2024 as Chief Technology Officer, bringing over 30 years of technology experience in various large organizations. Prior to HomeTrust, he served as Chief Information Officer at American National Bank, Highlands Union Bank, and First State Bank of the Southeast. He also has experience from Southern Company Services and the US Army Reserves.

AI Analysis | Feedback

The key risks for HomeTrust Bancshares (HTB) include:

  1. Commercial Real Estate (CRE) Concentration Risk: HomeTrust Bancshares has concentrations in commercial real estate that are significant enough to attract ongoing supervisory focus from regulators. This indicates a heightened level of exposure to potential downturns in the commercial real estate market and associated credit quality issues.
  2. Impact of Broader Banking Industry Issues: The company faces risks stemming from the potential impact of bank failures or adverse developments involving other financial institutions. Negative press or a decline in general sentiment about the banking industry could lead to reduced investor confidence and depositor withdrawals, affecting HomeTrust Bancshares' liquidity and funding.
  3. Forecasted Decline in Earnings: HomeTrust Bancshares' earnings are projected to decline over the next three years at an annual rate of 2.8%. This forecast suggests potential challenges to the company's profitability and future growth, which could stem from various factors such as interest rate fluctuations, increased competition, or economic slowdowns impacting loan demand and asset quality.

AI Analysis | Feedback

The emergence of digital-only banks (neobanks) and financial technology companies (fintechs) represents a clear emerging threat. These agile competitors leverage technology to offer banking products and services, including deposit accounts and various loan types, with significantly lower overhead costs compared to traditional institutions like HomeTrust Bancshares, which operates 41 physical offices. By focusing on mobile-first experiences, streamlined onboarding, and often more competitive rates or lower fees, neobanks and fintechs can attract customers who prioritize digital convenience and may no longer see the value in a physical branch presence. This shift in consumer preference threatens to erode HomeTrust Bancshares' customer base, deposit funding, and loan origination volumes in its operating regions.

AI Analysis | Feedback

HomeTrust Bancshares, Inc. (HTB) offers a variety of banking products and services across North Carolina, Upstate South Carolina, East Tennessee, and Southwest Virginia. Here are the addressable market sizes for its main products and services:

Retail Consumer Loans

  • One-to-four-family real estate lending (Mortgages): The U.S. mortgage market typically sees annual originations between $1.5 trillion and $2.3 trillion. In 2021, originations reached $4.43 trillion. Mortgage debt outstanding in the U.S. was estimated at $13.61 trillion at the end of 2022 and is projected to reach $14.783 trillion by the end of 2026. North America's mortgage loan market share was 30.2% of the global market in 2025.
  • Home Equity Lines of Credit (HELOCs): The total HELOC debt nationwide in the U.S. grew to $359.9 billion in 2024. The average HELOC balance in the U.S. increased to $45,157 in 2024. Tappable home equity in the U.S. approached $12 trillion going into 2025. The global home equity lending market is projected to grow from USD 31.96 billion in 2025 to USD 40.23 billion by 2031.
  • Indirect Auto Finance / Indirect Automobile Loans: The U.S. auto loan market was valued at approximately USD 178.64 billion in 2024 and is projected to reach USD 292.98 billion by 2032. New passenger vehicle loan originations in the U.S. increased to $485 billion in December 2023. The North American auto loan market generated revenue of USD 65.2 billion in 2023.

Commercial Loans

  • Commercial Real Estate, Construction and Development, and Commercial and Industrial Loans (Commercial Lending): The U.S. commercial banking market size was valued at USD 229 billion in 2023 and is expected to reach USD 339 billion by 2032. Another estimate places the U.S. commercial banking market size at USD 226.44 billion in 2024, expected to reach USD 269.28 billion by 2029. In North Carolina, the Real Estate Loans & Collateralized Debt industry (which includes commercial real estate) is estimated at $6.4 billion in 2026. The global commercial banking market size was valued at USD 3.78 trillion in 2024.

Small Business Administration Loans

  • Small Business Loans: The U.S. small business loan market was valued at $245.39 billion in 2023 and is projected to reach $349.64 billion by 2033. In North Carolina, reporting banks issued $13.7 billion in loans to businesses with revenues of $1 million or less in 2020.

Deposit Products

  • Savings, Money Market, Demand Accounts, and Certificates of Deposit: The U.S. retail banking market, which encompasses deposit products, generated an estimated revenue of USD 454.3 billion in 2024 and is expected to reach USD 678.3 billion by 2033. The North America retail banking market accounted for approximately 25% of the global retail banking market in 2022. In North Carolina, total bank deposits from branches for 2025 show Bank of America with $333.2 billion, Truist Bank with $125.3 billion, and First-Citizens Bank & Trust Company with $85.4 billion.

AI Analysis | Feedback

HomeTrust Bancshares (HTB) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Enhanced Loan Growth: The company is strategically positioned to enhance its loan growth in 2026. This focus on expanding its loan portfolio, which includes various retail consumer loans and commercial loans, is supported by a resilient loan portfolio and a solid capital foundation.
  2. Growth in Non-Interest Income: HomeTrust Bancshares anticipates a 12% increase in non-interest income, primarily driven by expanded service offerings in treasury management and wealth management. This diversification aims to broaden revenue streams beyond traditional lending activities.
  3. Strategic Focus on Customer-Centric Initiatives and Digital Transformation: The company's leadership emphasizes a strategic focus on customer-centric initiatives. HomeTrust Bank is also investing approximately $25 million annually in innovation and technology to enhance commercial banking capabilities and improve the customer experience, which is expected to support future growth and market position.
  4. Maintenance of a Strong Net Interest Margin (NIM): While not a direct growth driver, the company's ability to maintain a robust net interest margin is crucial for revenue. HomeTrust Bancshares reported a leading net interest margin of 4.25% for fiscal year 2025 and saw an improvement to 4.37% in the second quarter of 2025, which contributes significantly to its strong financial performance and positive outlook. The company targets total revenue growth supported by a stabilized net interest margin.
  5. Strong Deposit Growth: Strong deposit growth is cited by the CEO as a key driver for future performance. A growing and stable deposit base provides a cost-effective source of funds for lending activities, directly supporting the expansion of the loan portfolio and overall revenue.

AI Analysis | Feedback

Share Repurchases

  • HomeTrust Bancshares completed a 5% stock repurchase program that commenced in March 2022, repurchasing a total of 806,000 shares of its common stock at an average price of $31.84 per share.
  • The company's Board of Directors authorized a new repurchase program for up to an additional 870,000 shares of common stock, representing approximately 5% of the company's currently outstanding shares.

Share Issuance

  • A shareholder filed to sell 2,000 shares of HomeTrust Bancshares common stock under Rule 144, acquired through a stock option exercise on February 4, 2026, with an aggregate market value of $88,840.

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1How Low Can HomeTrust Bancshares Stock Really Go?10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to HTB.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
EEFT_4302026_Dip_Buyer_ValueBuy04302026EEFTEuronet WorldwideDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
0.0%0.0%0.0%
HOMB_4242026_Insider_Buying_GTE_1Mil_EBITp+DE_V204242026HOMBHome BancSharesInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
1.5%1.5%0.0%
HBAN_3312026_Insider_Buying_45D_2Buy_200K03312026HBANHuntington BancsharesInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
7.1%7.1%0.0%
NP_3312026_Insider_Buying_45D_2Buy_200K03312026NPNeptune InsuranceInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
3.9%3.9%0.0%
JKHY_3272026_Monopoly_xInd_xCD_Getting_Cheaper03272026JKHYJack Henry & AssociatesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.3%0.3%-4.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

HTBNEWTATLOAGBKNUFITBMedian
NameHomeTrus.NewtekOneAmes Nat.AGI Nu Fifth Th. 
Mkt Price46.8313.3828.797.1112.7349.4821.09
Mkt Cap0.80.40.31.061.840.80.9
Rev LTM215272705,86111,9159,4613,066
Op Inc LTM-------
FCF LTM84-776221368681,437110
FCF 3Y Avg24-34817-1,7122,58324
CFO LTM89-776233441,2012,175216
CFO 3Y Avg37-34819-1,9523,14037

Growth & Margins

HTBNEWTATLOAGBKNUFITBMedian
NameHomeTrus.NewtekOneAmes Nat.AGI Nu Fifth Th. 
Rev Chg LTM5.4%10.5%21.7%-39.5%13.9%13.9%
Rev Chg 3Y Avg10.4%32.1%5.4%-51.8%3.9%10.4%
Rev Chg Q5.9%8.0%17.8%-57.2%30.3%17.8%
QoQ Delta Rev Chg LTM1.4%1.9%4.1%-12.1%7.3%4.1%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM41.3%-285.4%32.5%5.9%10.1%23.0%16.5%
CFO/Rev 3Y Avg17.0%-134.4%31.4%-22.3%36.7%22.3%
FCF/Rev LTM39.3%-285.4%31.2%2.3%7.3%15.2%11.2%
FCF/Rev 3Y Avg10.7%-134.5%28.6%-19.6%30.4%19.6%

Valuation

HTBNEWTATLOAGBKNUFITBMedian
NameHomeTrus.NewtekOneAmes Nat.AGI Nu Fifth Th. 
Mkt Cap0.80.40.31.061.840.80.9
P/S3.61.43.70.25.24.33.6
P/Op Inc-------
P/EBIT-------
P/E11.75.911.81.019.418.811.7
P/CFO8.8-0.511.32.851.518.810.0
Total Yield9.7%16.9%11.4%99.2%5.2%5.3%10.5%
Dividend Yield1.1%0.0%2.9%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg1.4%-113.9%9.0%-3.3%9.4%3.3%
D/E0.01.50.12.00.00.50.3
Net D/E-0.60.5-1.90.2-0.5-1.2-0.5

Returns

HTBNEWTATLOAGBKNUFITBMedian
NameHomeTrus.NewtekOneAmes Nat.AGI Nu Fifth Th. 
1M Rtn5.3%5.0%2.6%-6.2%-12.3%-0.4%1.1%
3M Rtn10.6%10.3%6.5%-40.5%-21.4%-1.5%2.5%
6M Rtn17.3%34.8%36.8%-33.9%-20.0%18.9%18.1%
12M Rtn34.3%32.8%72.0%-33.9%6.2%37.8%33.5%
3Y Rtn141.7%29.0%80.8%-33.9%87.5%120.5%84.1%
1M Excs Rtn-3.6%1.6%-2.9%-9.7%-17.1%-7.9%-5.8%
3M Excs Rtn1.3%1.0%-2.8%-49.8%-30.7%-10.8%-6.8%
6M Excs Rtn6.5%29.8%27.4%-46.4%-31.2%8.9%7.7%
12M Excs Rtn6.5%4.7%39.4%-61.7%-21.7%8.5%5.6%
3Y Excs Rtn65.7%-39.3%2.5%-113.6%26.3%40.8%14.4%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Single Segment203   
Banking 186143134
Total203186143134


Price Behavior

Price Behavior
Market Price$46.83 
Market Cap ($ Bil)0.8 
First Trading Date07/11/2012 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$44.41$42.21
DMA Trendupup
Distance from DMA5.4%10.9%
 3M1YR
Volatility21.7%23.4%
Downside Capture40.0262.77
Upside Capture63.5777.74
Correlation (SPY)32.7%38.4%
HTB Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta0.390.350.440.480.780.85
Up Beta0.370.300.300.600.890.86
Down Beta0.520.230.330.530.710.78
Up Capture51%57%65%52%74%84%
Bmk +ve Days15223166141428
Stock +ve Days13243463130374
Down Capture-9%20%37%30%73%93%
Bmk -ve Days4183056108321
Stock -ve Days9182859118371

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with HTB
HTB34.5%23.4%1.20-
Sector ETF (XLF)4.9%14.5%0.1158.5%
Equity (SPY)29.5%12.0%1.8638.2%
Gold (GLD)35.5%26.8%1.11-3.9%
Commodities (DBC)42.9%18.7%1.77-19.4%
Real Estate (VNQ)15.2%13.1%0.8243.3%
Bitcoin (BTCUSD)-31.3%41.8%-0.7818.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with HTB
HTB11.6%28.2%0.40-
Sector ETF (XLF)8.4%18.6%0.3356.1%
Equity (SPY)14.0%17.0%0.6441.0%
Gold (GLD)18.8%18.0%0.85-1.5%
Commodities (DBC)10.4%19.4%0.425.3%
Real Estate (VNQ)3.8%18.8%0.1041.1%
Bitcoin (BTCUSD)11.6%55.3%0.4114.5%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with HTB
HTB11.2%31.6%0.41-
Sector ETF (XLF)12.9%22.1%0.5361.5%
Equity (SPY)15.7%17.9%0.7545.8%
Gold (GLD)13.0%16.0%0.67-4.3%
Commodities (DBC)7.8%17.9%0.3515.4%
Real Estate (VNQ)5.5%20.7%0.2345.4%
Bitcoin (BTCUSD)66.7%66.9%1.0612.7%

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Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity0.3 Mil
Short Interest: % Change Since 41520260.7%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest5.2 days
Basic Shares Quantity16.6 Mil
Short % of Basic Shares1.9%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/23/20263.6%2.0%5.0%
1/22/2026-2.4%-7.3%-2.9%
10/22/20251.6%1.8%-0.7%
7/22/20253.6%4.4%0.8%
4/24/2025-0.9%-2.2%1.8%
1/23/20254.1%9.2%6.3%
10/24/2024-0.1%-0.2%11.9%
7/24/2024-4.2%-1.6%-4.2%
...
SUMMARY STATS   
# Positive151416
# Negative9108
Median Positive2.0%4.6%6.9%
Median Negative-2.4%-1.5%-2.9%
Max Positive6.2%11.4%19.8%
Max Negative-4.2%-7.3%-8.5%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/06/202610-Q
12/31/202503/13/202610-K
09/30/202511/06/202510-Q
06/30/202508/08/202510-Q
03/31/202505/08/202510-Q
12/31/202403/13/202510-K
09/30/202411/08/202410-Q
06/30/202408/09/202410-Q
03/31/202405/08/202410-Q
12/31/202303/12/202410-KT
09/30/202311/08/202310-Q
06/30/202309/11/202310-K
03/31/202305/09/202310-Q
12/31/202202/07/202310-Q
09/30/202211/09/202210-Q
06/30/202209/12/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Westbrook, HunterPresident, CEODirectSell507202646.005,074233,4284,868,596Form
2Westbrook, HunterPresident, CEODirectSell507202645.8131,0221,420,9914,847,547Form
3Westbrook, HunterPresident, CEODirectSell504202645.6520,000912,9104,830,572Form
4Sprink, John Francis IIEVPDirectSell206202645.002,00090,000605,925Form
5Powell, Kristin YEVPDirectSell825202541.182,00082,354776,183Form