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HTH: Ongoing Buybacks And Steady Margins Will Likely Shape Future Performance

Share Repurchases And Margin Expansion Will Strengthen Performance Amid Adjusted Expectations

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HTH
AnalystConsensusTarget
Not Invested
Published 24 Sep 2024

Update shared on 14 Dec 2025

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1Y
20.9%
7D
-0.7%

Analysts have modestly raised their price target on Hilltop Holdings, now seeing fair value at approximately $35.33 per share, citing slightly higher required returns and stable long term growth and profitability expectations.

What's in the News

  • Completed repurchase of 3,905,210 shares, equal to about 6.12% of shares outstanding, for $123.15 million under the buyback program announced January 30, 2025 (company filing)
  • From July 1, 2025 to September 30, 2025, repurchased 1,701,274 shares, or roughly 2.7% of shares, for $55 million as part of the same buyback program (company filing)
  • In October 2025, increased equity repurchase authorization by $50 million, raising total buyback capacity to $185 million (company announcement)

Valuation Changes

  • Fair Value Estimate is unchanged at approximately $35.33 per share, indicating no revision to the intrinsic value assessment.
  • The Discount Rate has risen slightly from about 7.85% to roughly 7.88%, reflecting a modest increase in the required return.
  • Revenue Growth is effectively unchanged at around 2.12% annually, signaling stable top line growth expectations.
  • Net Profit Margin is effectively unchanged at about 8.32%, indicating steady long term profitability assumptions.
  • Future P/E has risen slightly from approximately 20.26x to about 20.28x, suggesting a marginally higher valuation multiple on forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.