Zacks Research Has Weak Outlook for Hilltop FY2026 Earnings

Hilltop Holdings Inc. (NYSE:HTH) – Analysts at Zacks Research decreased their FY2026 earnings per share estimates for Hilltop in a research report issued on Thursday, November 12th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings per share of $2.25 for the year, down from their prior forecast of $2.42. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Hilltop’s current full-year earnings is $2.49 per share. Zacks Research also issued estimates for Hilltop’s Q4 2026 earnings at $0.54 EPS, Q1 2027 earnings at $0.39 EPS, Q2 2027 earnings at $0.46 EPS, Q4 2027 earnings at $0.79 EPS, FY2027 earnings at $2.30 EPS and FY2028 earnings at $2.51 EPS.

Hilltop (NYSE:HTH) last announced its quarterly earnings results on Thursday, October 22nd. The financial services provider reported $0.44 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.64 by ($0.20). The company had revenue of $309.51 million for the quarter, compared to the consensus estimate of $320.37 million. Hilltop had a return on equity of 6.51% and a net margin of 9.08%. During the same quarter last year, the company posted $0.74 EPS.

HTH has been the topic of a number of other reports. Raymond James Financial lowered shares of Hilltop from a “market perform” rating to an “underperform” rating in a research report on Tuesday, October 6th. Keefe, Bruyette & Woods upped their price objective on shares of Hilltop from $40.00 to $42.00 and gave the stock a “market perform” rating in a research report on Wednesday, August 5th. Weiss Ratings lowered shares of Hilltop from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday, November 4th. Wall Street Zen upgraded Hilltop from a “strong sell” rating to a “sell” rating in a research note on Sunday, November 1st. Finally, Piper Sandler cut their target price on Hilltop from $42.00 to $36.00 and set a “neutral” rating on the stock in a research note on Wednesday. One equities research analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $39.00.

Hilltop Price Performance

Shares of HTH stock opened at $36.11 on Friday. The firm has a 50-day moving average of $37.52 and a 200-day moving average of $37.74. The company has a market cap of $2.05 billion, a P/E ratio of 15.20 and a beta of 0.88. Hilltop has a one year low of $32.17 and a one year high of $40.41.

Institutional Trading of Hilltop

Hedge funds have recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new stake in shares of Hilltop during the 2nd quarter worth approximately $256,179,000. Bank of New York Mellon Corp purchased a new position in Hilltop in the second quarter valued at approximately $13,091,000. Empowered Funds LLC purchased a new position in Hilltop in the second quarter valued at approximately $10,357,000. Freestone Grove Partners LP bought a new position in Hilltop during the second quarter valued at $9,573,000. Finally, Bank of America Corp DE grew its holdings in Hilltop by 159.3% during the first quarter. Bank of America Corp DE now owns 211,095 shares of the financial services provider’s stock valued at $7,561,000 after purchasing an additional 129,683 shares during the period. Institutional investors own 57.13% of the company’s stock.

Insider Buying and Selling at Hilltop

In related news, Director Rhodes Bobbitt sold 5,000 shares of the stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $38.80, for a total transaction of $194,000.00. Following the completion of the transaction, the director owned 25,641 shares in the company, valued at approximately $994,870.80. This represents a 16.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 5.40% of the company’s stock.

Hilltop Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 20th. Investors of record on Friday, November 6th will be issued a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Friday, November 6th. Hilltop’s payout ratio is 36.67%.

Hilltop Company Profile

Hilltop Holdings Inc. is a Dallas-based financial holding company with businesses in banking, mortgage lending and securities. Its operations primarily serve customers in Texas and other U.S. markets. Through PlainsCapital Bank, Hilltop provides commercial and consumer banking services, including deposit accounts, loans and treasury management. PrimeLending originates residential mortgages, while HilltopSecurities offers investment banking, municipal finance, brokerage and wealth management services.