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Southside Bancshares Inc (SBSI) stock

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NYSE: SBSI NYSE Regional Banks Next results ~January 28, 2027

B+ Fundamentals grade

Southside Bancshares Inc is a US-listed company in the regional banks industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 1 selling2 purchases and 2 sales by directors and officers, last 12 monthsInsider trades
  • Funds102 adding, 62 cuttingOf 19 active managers that changed their stake, 11 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Southside Bancshares files

10-Q filed October 29: Southside Bancshares

Southside Bancshares reported revenue of $278m for the twelve months to September 2026, a rise of 15.9% on the prior year. That marks a sharp turnaround from the previous quarter, when revenue had fallen 4.6%. Alongside this, the fundamentals grade has improved from C+ to B, pointing to a broader strengthening in the underlying business. Our model value remains largely unchanged at $39.30 a share, comfortably above the current share price of $32.72. Given this gap between value and price, combined with the improved fundamentals, the rating stays at Buy.

Our model value for Southside Bancshares is under review, so past values are not shown until it is resolved.

Source: 10-Q filed October 29, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Southside Bancshares stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $248m, down 4.6% on a year earlier, a smaller fall than the 6.0% decline a quarter earlier. That puts it 182 of 190 for growth among the regional banks companies we cover.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 28, 2027 (estimated)

Southside Bancshares Inc's trailing-twelve-month revenue grew 15.9% year on year, with a free-cash-flow margin of 55.5%. Where it stands out: change in growth rate of +20.5pp ranks 5 of 244 regional banks companies we cover.

Current signal Revenue growth accelerating: TTM revenue growth rose to 15.9% (+20.5pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 15.9% over the last 12 months, against a median of 12.5% for regional banks companies we cover.
  • Growth speeding up. The growth rate is 20.5 points higher than a quarter earlier.
  • Strong cash generation. 55.5% of revenue turned into free cash flow.
  • Shrinking share count. Diluted shares fell 1.5% in a year, so each share owns more of the business.
  • Net cash. Cash exceeds long-term debt by $0.2bn.

Things to watch

  • Missing expectations. Earnings per share fell short of the consensus estimate in 2 of the last four quarters.
  • Earnings expected to fall. The consensus expects earnings per share to fall 4% next year.

Latest results: FY2026 Q3

Filed October 29, 2026
Earnings per share
$0.94 against an average estimate of $0.79: beat by 19.6%
Revenue
$74m, up 69.3% on a year earlier
Share reaction
+6.4% in the first session after the results on October 29, 2026, against -2.1% for the S&P 500
Next report
January 28, 2027; average EPS estimate $0.90

Southside Bancshares' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+5.3%
  • 1 week+11.4%
  • 1 month+15.3%
  • This year+20.6%
  • 1 year+32.0%
  • 5 years+3.5%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$278M
Net margin
35.6%
EPS (TTM, diluted)
$3.31

Growth

Revenue growth
+15.9%
Change in growth rate
+20.5 pts
Share count change
−1.5%

Earnings

Last results
October 29, 2026
Next results (est.)
January 28, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Southside Bancshares Inc valuation models and calculator

No model value for Southside Bancshares Inc at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Southside Bancshares Inc as a bank or lender, with every model that fits that kind of business. Cost of equity 8.2%: the 10-year Treasury yield (4.9%) plus a beta of 0.72 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$41 ~$30–$58 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$47 ~$39–$58 Included
Price-to-book vs return on equity (peers) The price-to-book that peers with this return on equity trade on, from a line fitted across peers. ~$40 ~$25–$55 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$23 ~$29–$44 Included
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$33 ~$31–$39 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$48 ~$40–$61 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Southside Bancshares Inc with banks and lenders in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

84 /100

Strong moat

How hard Southside Bancshares's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 14 / 20

    Net income has been a median 1.1% of total assets over 10 years.

  • Durability 20 / 20

    Net margin has been a median 34.6%; its worst year was 29.2%.

  • Discipline 20 / 20

    The diluted share count fell 9.0% over five years; stock-based pay has been a median 1.3% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (89 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: January 28, 2027, before the open. Analysts expect revenue of $74m and EPS of $0.90 (range $0.90 to $0.90) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $3.51 +159% $291m +5%
Next $3.37 −4% $300m +3%

Next year's EPS estimate has moved +2.2% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +7.0% on 90 days ago. In the last 30 days, 0 analysts raised Southside Bancshares Inc's forecast and 4 cut it.

Consensus EPS forecast Southside Bancshares Inc, last 90 days
$3.20 $3.30 $3.40 $3.50 $3.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $3.28 Current fiscal year, 60 days ago: $3.28 Current fiscal year, 30 days ago: $3.28 Current fiscal year, 7 days ago: $3.28 Current fiscal year, Now: $3.51 $3.51 Next fiscal year, 90 days ago: $3.29 Next fiscal year, 60 days ago: $3.24 Next fiscal year, 30 days ago: $3.23 Next fiscal year, 7 days ago: $3.24 Next fiscal year, Now: $3.37 $3.37

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $3.28$3.29
60 days ago $3.28$3.24
30 days ago $3.28$3.23
7 days ago $3.28$3.24
Now $3.51$3.37

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.79 $0.94 +19.6%
Jun 2026 $0.86 $0.91 +6.1%
Mar 2026 $0.76 $0.76 −0.8%
Dec 2025 $0.79 $0.51 −35.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

5 analysts, Oct 2026
Buy00%
Hold5100%
Sell00%

Monthly trend

  1. Oct 202655
  2. Sep 202655
  3. Aug 202655
  4. Jul 202655

Counts of recommendations published by analysts covering Southside Bancshares Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.0%
of tradable shares
Days to cover
6.32
at average volume
Short interest, 1 month
+11%
to October 15, 2026
Held by institutions
59%
of shares
Held by insiders
4.6%
of shares
Employees
781
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +32.0%

$26.84 on October 31, 2025 to $35.44

ThenNowEffect
Revenue (last 12 months) $260m $248m −4.6%
Net margin 32.9% 30.6% −7.0%
P/E multiple 9.5x 14.0x +46.5%
Share count 30m 30m +1.5%

Biggest factor: p/e multiple.

Last 3 years +38.8%

$25.54 on November 3, 2023 to $35.44

ThenNowEffect
Revenue (last 12 months) $263m $248m −5.7%
Net margin 40.1% 30.6% −23.7%
P/E multiple 7.6x 14.0x +82.7%
Share count 32m 30m +5.5%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
SBSI+40%−11%−9%+6%+1%+21%
Industry peers (median)+34%−4%−2%+16%+10%+24%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SBSI75%42%42%42%50%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SBSI−19%−26%−35%−21%−18%−15%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 39% from January 14, 2022 to July 6, 2023. Getting back needed a 64% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$26.81 – $35.44
From 52-week high
0.0%
vs 50-day average
+12.8%
vs 200-day average
+10.9%
Volatility (1 year)
23%
Beta vs S&P 500
0.38

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±3.6%
After a week
4 up, 7 down
typical move ±3.3%
After a month
6 up, 5 down
typical move ±4.4%
Results releasedNext dayS&P 500 next day5 days21 days
October 29, 2026 +6.4% −2.1% — —
July 24, 2026 −4.8% +0.1% −4.6% −4.9%
April 30, 2026 +5.4% +1.3% +3.2% +1.1%
January 29, 2026 −0.3% −0.5% +3.7% −0.5%
October 24, 2025 +1.2% +2.0% +1.8% +6.3%
July 25, 2025 −0.2% +0.4% −6.4% +2.0%
April 29, 2025 −1.2% +0.7% −0.7% +0.9%
January 29, 2025 −3.9% +0.1% −1.6% −4.8%
October 24, 2024 −3.2% +0.2% −3.5% +8.3%
July 25, 2024 +7.6% +0.6% +5.3% +8.2%
April 25, 2024 −3.9% +0.6% −2.9% −5.1%
January 26, 2024 +5.7% +0.7% −2.1% −6.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Southside Bancshares Inc in five measures

Fundamentals grade B+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Southside Bancshares Inc
$220M $240M $260M $280M FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $250.9M Revenue (TTM), FY24 Q1: $248.5M Revenue (TTM), FY24 Q2: $249.3M Revenue (TTM), FY24 Q3: $248.9M Revenue (TTM), FY24 Q4: $257.9M Revenue (TTM), FY25 Q1: $258.9M Revenue (TTM), FY25 Q2: $260.1M Revenue (TTM), FY25 Q3: $240.2M Revenue (TTM), FY25 Q4: $237M Revenue (TTM), FY26 Q1: $243.3M Revenue (TTM), FY26 Q2: $248.2M Revenue (TTM), FY26 Q3: $278.5M $278.5M

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $250.9M
FY24 Q1 $248.5M
FY24 Q2 $249.3M
FY24 Q3 $248.9M
FY24 Q4 $257.9M
FY25 Q1 $258.9M
FY25 Q2 $260.1M
FY25 Q3 $240.2M
FY25 Q4 $237M
FY26 Q1 $243.3M
FY26 Q2 $248.2M
FY26 Q3 $278.5M
Revenue growth, TTM YoY Southside Bancshares Inc
-10% 0% 10% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -0.9% Revenue growth, TTM YoY, FY24 Q1: -4.0% Revenue growth, TTM YoY, FY24 Q2: -5.3% Revenue growth, TTM YoY, FY24 Q3: -4.8% Revenue growth, TTM YoY, FY24 Q4: 2.8% Revenue growth, TTM YoY, FY25 Q1: 4.2% Revenue growth, TTM YoY, FY25 Q2: 4.3% Revenue growth, TTM YoY, FY25 Q3: -3.5% Revenue growth, TTM YoY, FY25 Q4: -8.1% Revenue growth, TTM YoY, FY26 Q1: -6.0% Revenue growth, TTM YoY, FY26 Q2: -4.6% Revenue growth, TTM YoY, FY26 Q3: 15.9% 15.9%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -0.9%
FY24 Q1 -4.0%
FY24 Q2 -5.3%
FY24 Q3 -4.8%
FY24 Q4 2.8%
FY25 Q1 4.2%
FY25 Q2 4.3%
FY25 Q3 -3.5%
FY25 Q4 -8.1%
FY26 Q1 -6.0%
FY26 Q2 -4.6%
FY26 Q3 15.9%
FCF margin (TTM) Southside Bancshares Inc
-20% 0% 20% 40% 60% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 29.1% FCF margin (TTM), FY24 Q1: 43.1% FCF margin (TTM), FY24 Q2: 35.8% FCF margin (TTM), FY24 Q3: -0.6% FCF margin (TTM), FY24 Q4: 35.2% FCF margin (TTM), FY25 Q1: 21.8% FCF margin (TTM), FY25 Q2: 15.0% FCF margin (TTM), FY25 Q3: 37.7% FCF margin (TTM), FY25 Q4: 31.0% FCF margin (TTM), FY26 Q1: 39.9% FCF margin (TTM), FY26 Q2: 51.0% FCF margin (TTM), FY26 Q3: 55.5% 55.5%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 29.1%
FY24 Q1 43.1%
FY24 Q2 35.8%
FY24 Q3 -0.6%
FY24 Q4 35.2%
FY25 Q1 21.8%
FY25 Q2 15.0%
FY25 Q3 37.7%
FY25 Q4 31.0%
FY26 Q1 39.9%
FY26 Q2 51.0%
FY26 Q3 55.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

What Southside Bancshares earned on its loans and securities in FY2025, what it paid depositors and lenders, and how its revenue split between running costs, credit losses, tax and profit.

  1. Interest income $403M
  2. Fee and other income $16M · 6.7%
  3. Interest paid $182M
  4. Net interest income $221M · 93.3%
  5. Revenue $237M
  6. Non-interest expense $151M · 63.9%
  7. Credit-loss provisions $3.1M · 1.3%
  8. Pre-tax profit $82.6M · 34.9%
  9. Income tax $13.4M · 5.7%
  10. Net income $69.2M · 29.2%

Shares of revenue. Source: Southside Bancshares's 10-K for FY2025, as filed with the SEC.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 149 137 131 129 137 131 173 179 181 213 212 237 239 253 251 258 237 278
Net income 44 39 39 35 41 21 44 49 54 74 75 82 113 105 87 88 69 99
Diluted EPS $2.68 $1.94 $1.96 $1.82 $2.09 $0.99 $1.61 $1.81 $1.81 $2.11 $2.20 $2.47 $3.47 $3.26 $2.82 $2.91 $2.29 $3.31
Growth (year on year)
Revenue — −8.3% −4.5% −1.2% +6.0% −4.1% +31.4% +3.7% +1.4% +17.3% −0.3% +11.7% +0.8% +6.0% −0.9% +2.8% −8.1% +15.9%
Net income — −11.9% +0.1% −11.3% +18.7% −49.4% +111.2% +12.2% +10.1% +36.5% +0.6% +10.2% +38.0% −7.4% −17.5% +2.1% −21.8% +41.5%
Diluted EPS — −27.5% +0.8% −7.1% +14.8% −52.6% +62.6% +12.4% 0.0% +16.6% +4.3% +12.3% +40.5% −6.1% −13.5% +3.2% −21.3% +43.6%
Margins
Net margin 29.8% 28.6% 29.9% 26.9% 30.1% 15.9% 25.5% 27.6% 29.9% 34.8% 35.1% 34.7% 47.5% 41.5% 34.6% 34.3% 29.2% 35.6%
Free-cash-flow margin 12.1% 33.4% 53.3% 51.5% 39.3% 38.7% 40.1% 44.8% 45.2% 51.2% 30.5% 33.4% 61.8% 85.8% 29.1% 35.2% 31.0% 55.5%
Cash flow
Cash from operations 25 53 74 70 60 56 73 87 92 122 81 91 156 227 80 102 94 172
Capital spending 7 7 4 3 6 5 4 7 10 13 16 11 8 9 7 11 20 18
Free cash flow 18 46 70 66 54 51 69 80 82 109 65 79 148 217 73 91 73 155
Stock-based pay 0 0 0 1 1 1 1 2 2 2 2 3 3 3 4 4 3 4
Free cash flow after stock pay 18 46 69 66 53 50 68 79 80 107 62 76 145 214 69 87 70 150
Balance sheet
Cash 52 79 43 151 54 85 81 170 199 121 111 108 202 199 561 426 390 436
Total debt 0 629 686 582 634 962 1,210 1,032 1,185 756 1,001 856 159 159 154 152 300 208
Net debt (negative = net cash) −52 550 643 431 580 877 1,129 862 987 635 890 747 −43 −40 −406 −274 −90 −228
Diluted shares — 20m 20m 20m 20m 21m 27m 27m 30m 35m 34m 33m 33m 32m 31m 30m 30m 30m
Returned to shareholders
Dividends 11 13 15 19 16 18 25 26 32 42 43 43 45 45 44 44 43 43
Buybacks 0 5 0 7 2 0 0 10 0 47 2 31 34 34 45 2 23 —
Total returned 12 18 15 27 18 18 25 36 32 89 45 74 79 79 88 45 67 43

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$43.2M
Buybacks, last 3 fiscal years
$69.5M
Diluted share count
−1.5%
year over year
Total shareholder yield
4.1%
dividends 4.1% + buybacks 0.0% of market value
Dividend payout ratio
44%
of net income paid out

Competitors: side by side with peers

Closest by revenue in regional banks
Last 12 months unless stated SBSI THFF LKFN MBWM HAFC HBT Median
Revenue, last 12 months $278m $276m $283m $272m $286m $269m $255m
Revenue growth, last 12 months 15.9% 12.4% 7.8% 13.6% 15.7% 15.6% 12.5%
Revenue growth, 3-year average 2.1% 8.6% 4.5% 6.1% 1.5% 8.8% 6.0%
Revenue growth, latest quarter 69.3% 14.0% 5.7% 17.3% 10.7% 37.6% 10.7%
Net margin 35.6% 30.7% 40.1% 35.2% 31.2% 29.0% 28.7%
Cash from operations / revenue 61.9% 35.2% 47.4% 35.5% 74.5% 32.3% 34.3%
Free-cash-flow margin 55.5% 33.7% 42.6% 33.2% 73.4% 30.9% 31.4%
Free-cash-flow margin, 3-year average 30.9% 31.1% 38.8% 23.9% 37.6% 33.3% 29.9%
Stock pay / revenue 1.5% 0.0% 3.4% 1.4% 1.2% 0.9% 1.2%
Change in share count −1.5% 0.4% −1.4% 5.0% −0.6% 4.9% 0.4%

Median of all 245 companies we cover in regional banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

245 regional banks companies
Measure Company Peer median Rank
Revenue growth Growth 15.9% 12.5% 89 of 245
Change in growth rate Growth +20.5pp +0.0pp 5 of 244
Net margin Profitability 35.6% 28.7% 35 of 245
Stock pay as % of revenue Cash generation 1.5% 1.3% 132 of 206
Change in share count Balance sheet -1.5% 0.4% 59 of 230

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$600M
Institutions reporting
193
Shares held vs prior quarter
▲ 0.1%
Positions opened / closed
21 / 9

Top buyers and sellers, Q2 2026: 102 institutions bought and 62 sold ; the biggest buyer was Mackenzie Financial Corp (+75K shares) and the biggest seller Proshare Advisors LLC (−207K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $150M 4.3M 25.0% ▲ 1.7%
Dimensional Fund Advisors LP $49.5M 1.4M 8.2% ▲ 1.6%
State Street Corp $46.7M 1.3M 7.8% ▲ 2.7%
Vanguard Capital Management LLC $43.9M 1.2M 7.3% ▲ 0.9%
Geode Capital Management, LLC $26M 738K 4.3% ▲ 2.3%
Vanguard Portfolio Management LLC $22.2M 630K 3.7% ▲ 7.0%
Renaissance Technologies LLC $14.7M 419K 2.5% ▼ 4.8%
Charles Schwab Investment Management Inc $12.7M 360K 2.1% ▼ 7.6%
Two Sigma Investments, LP $12.3M 348K 2.0% ▼ 11.7%
Northern Trust Corp $12.1M 343K 2.0% ▲ 7.4%
American Century Companies Inc $11.9M 339K 2.0% ▼ 1.3%
Bank Of New York Mellon Corp $9.2M 262K 1.5% ▲ 4.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Southside Bancshares Inc's complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $65,384 2 trades by 2 insiders, last 12 months Insider sales History → $29,507 2 trades by 1 insider · 0% under pre-set plans
Net ▲ $35,877 net buying
Insider Date Trade Shares Price Value
Craddock John Mitchell Jr. Chief Operating Officer September 11, 2026 Sell 415 $32.01 $13,284
Craddock John Mitchell Jr. Chief Operating Officer June 9, 2026 Sell 486 $33.38 $16,223
Calhoun Kirk A. Director February 3, 2026 Buy 300 $33.15 $9,945
Buie Herbert C Director December 4, 2025 Buy 1,807 $30.68 $55,439

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 2 trades and filings

No trades in Southside Bancshares Inc disclosed in the last 12 months; 2 earlier trades on record.

  • Lisa C. McClain(R-MI 9):Sale (full), $1,001 - $15,000, traded June 17, 2025, filed August 13, 2025
  • Lisa C. McClain(R-MI 9):Purchase, $1,001 - $15,000, traded June 9, 2025, filed August 13, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 28, 2027 estimated from the company's past filing pattern, not announced

  • October 29, 2026
  • July 24, 2026
  • April 30, 2026
  • January 29, 2026
  • October 24, 2025
  • July 25, 2025

Recent SEC filings

Data status

When each part of this page on Southside Bancshares Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Southside Bancshares Inc in brief

What does Southside Bancshares Inc do?
Southside Bancshares Inc is a US-listed company in the regional banks industry. Its financial year ends in December.
What is Southside Bancshares Inc's stock ticker?
Southside Bancshares Inc trades under the ticker SBSI on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Southside Bancshares Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Southside Bancshares Inc reported revenue of $278M, 15.9% higher than a year earlier, according to its SEC filings.
What is Southside Bancshares Inc's free cash flow?
Southside Bancshares Inc's free-cash-flow margin is 55.5% of revenue over the trailing twelve months.
Who are Southside Bancshares Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP and State Street Corp. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Southside Bancshares Inc's market cap?
On November 2, 2026, Southside Bancshares Inc's market capitalisation was about $1.1B, with a price-to-earnings ratio of 10.7 and net debt of -$228M. Market figures come from third-party market data and may be delayed.
Does Southside Bancshares Inc pay a dividend?
Yes: Southside Bancshares Inc paid $43.2M in dividends over the trailing twelve months, a dividend yield of 4.07% and a payout ratio of 43.6%.
Who are Southside Bancshares Inc's competitors?
In our Regional Banks peer group, the companies closest to Southside Bancshares Inc are First Financial Corp, Lakeland Financial Corp, Mercantile Bank Corp, Hanmi Financial Corp and HBT Financial, Inc. The side-by-side comparison below sets their revenue, margins and growth against Southside Bancshares Inc's.
Are insiders buying or selling Southside Bancshares Inc stock?
Over the last 12 months, Southside Bancshares Inc's directors and officers reported 2 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is Southside Bancshares Inc's next earnings date?
Around January 28, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Southside Bancshares Inc announces its own schedule.