Simmons First National (NASDAQ:SFNC) Price Target Raised to $23.00 at Morgan Stanley

22 Jan 2026, 11:36 by Amy Steele · The Cerbat Gem

Simmons First National (NASDAQ:SFNC – Get Free Report) had its price objective upped by Morgan Stanley from $22.00 to $23.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the bank’s stock. Morgan Stanley’s price objective points to a potential upside of 7.83% from the company’s previous close.

Other equities research analysts have also issued research reports about the stock. Keefe, Bruyette & Woods dropped their target price on shares of Simmons First National from $22.00 to $21.00 and set a “market perform” rating for the company in a report on Monday, October 20th. Robert W. Baird upgraded shares of Simmons First National from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, November 19th. Weiss Ratings restated a “sell (d+)” rating on shares of Simmons First National in a report on Monday, December 29th. Piper Sandler upgraded Simmons First National from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, November 19th. Finally, Wall Street Zen cut Simmons First National from a “hold” rating to a “sell” rating in a report on Sunday. Two research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Simmons First National currently has an average rating of “Moderate Buy” and an average target price of $22.43.

View Our Latest Research Report on SFNC

Simmons First National Price Performance

Simmons First National stock traded up $0.33 during trading on Thursday, reaching $21.33. The company had a trading volume of 501,421 shares, compared to its average volume of 1,095,329. The firm has a market capitalization of $3.09 billion, a PE ratio of -7.71 and a beta of 0.89. The firm’s 50-day simple moving average is $18.91 and its 200 day simple moving average is $19.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.88 and a current ratio of 0.88. Simmons First National has a 1-year low of $17.00 and a 1-year high of $23.44.

Simmons First National (NASDAQ:SFNC – Get Free Report) last issued its quarterly earnings results on Tuesday, January 20th. The bank reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.49 by $0.05. Simmons First National had a negative net margin of 27.83% and a positive return on equity of 6.70%. The firm had revenue of $249.00 million for the quarter, compared to analyst estimates of $238.68 million. During the same period last year, the company posted $0.39 EPS. Simmons First National’s quarterly revenue was up 19.4% compared to the same quarter last year. As a group, equities research analysts anticipate that Simmons First National will post 1.66 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Steven A. Cosse purchased 8,603 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The shares were purchased at an average price of $17.44 per share, for a total transaction of $150,036.32. Following the transaction, the director directly owned 113,652 shares of the company’s stock, valued at approximately $1,982,090.88. The trade was a 8.19% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 1.44% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Naviter Wealth LLC grew its holdings in Simmons First National by 238.5% during the 4th quarter. Naviter Wealth LLC now owns 39,461 shares of the bank’s stock valued at $752,000 after purchasing an additional 27,803 shares in the last quarter. Exchange Traded Concepts LLC lifted its position in shares of Simmons First National by 16.6% in the 4th quarter. Exchange Traded Concepts LLC now owns 48,572 shares of the bank’s stock worth $916,000 after buying an additional 6,912 shares during the last quarter. SG Americas Securities LLC increased its position in Simmons First National by 668.3% in the fourth quarter. SG Americas Securities LLC now owns 114,171 shares of the bank’s stock worth $2,152,000 after buying an additional 99,310 shares during the period. Wealth Enhancement Advisory Services LLC boosted its stake in Simmons First National by 24.3% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 24,221 shares of the bank’s stock valued at $468,000 after purchasing an additional 4,738 shares during the period. Finally, JPMorgan Chase & Co. boosted its position in shares of Simmons First National by 19.7% during the third quarter. JPMorgan Chase & Co. now owns 1,008,857 shares of the bank’s stock worth $19,340,000 after buying an additional 166,211 shares during the period. Hedge funds and other institutional investors own 27.58% of the company’s stock.

Trending Headlines about Simmons First National

Here are the key news stories impacting Simmons First National this week:

Positive Sentiment: Q4 results topped estimates — diluted EPS $0.54 vs. $0.49 consensus and revenue $249M vs. $238.7M expected; revenue rose ~19% year-over-year, signaling better-than-expected core performance. PR Newswire Q4 Release
Positive Sentiment: Net interest margin and margins improved — NIM expanded ~31 bps to 3.81% and pre-provision net revenue (PPNR) increased, driven by lower deposit costs and improved efficiency metrics. Margin expansion is a key driver for near-term earnings. Investing.com Margin Story
Positive Sentiment: Loan production and balance-sheet momentum — management highlighted record loan production and reported total loans and deposits up ~7% annualized, supporting future NII growth. Yahoo Finance Earnings Highlights
Neutral Sentiment: 2026 guidance is conservative — management is targeting low- to mid-single-digit loan growth and a stable NIM while prioritizing core deposits, which suggests steady but not aggressive growth assumptions. MSN Guidance Story
Neutral Sentiment: Capital and coverage remain reasonable — CET1 and equity ratios are intact and allowance coverage improved, supporting capital resilience through the cycle. See slides/transcript for details. Earnings Presentation
Negative Sentiment: Credit noise — net charge-offs rose (NCO ratio ~1.12%) driven by two previously disclosed credit relationships and run-off portfolios; this elevated charge-off activity and related provisioning could pressure near-term profitability if trends persist. PR Newswire Q4 Release

About Simmons First National

(Get Free Report)

Simmons First National Corporation (NASDAQ:SFNC) is a bank holding company headquartered in Pine Bluff, Arkansas. Through its primary operating subsidiary, Simmons Bank, the company maintains a network of more than 200 branches across Arkansas, Tennessee, Missouri, Mississippi, Texas, Oklahoma and North Carolina. Simmons First National offers a full suite of financial services to individuals, small businesses and commercial clients, emphasizing relationship-driven community banking.