Simmons First National Corporation

NasdaqGS:SFNC Stock Report

Market Cap: US$3.2b

Simmons First National Management

Management criteria checks 3/4

Simmons First National's CEO is Jay Brogdon, appointed in Jan 2023, has a tenure of 3.42 years. total yearly compensation is $3.37M, comprised of 21.1% salary and 78.9% bonuses, including company stock and options. directly owns 0.049% of the company’s shares, worth $1.56M. The average tenure of the management team and the board of directors is 3.4 years and 10.3 years respectively.

Key information

Jay Brogdon

Chief executive officer

US$3.4m

Total compensation

CEO salary percentage21.05%
CEO tenure3.4yrs
CEO ownership0.05%
Management average tenure3.4yrs
Board average tenure10.3yrs

Recent management updates

Recent updates

Narrative Update Jun 02

SFNC: Future Earnings Potential Will Outweigh Credit And Execution Risks

Analysts have updated their price target on Simmons First National by $1, reflecting recent mixed research views that incorporate adjustments to discount rates and future price-to-earnings (P/E) expectations. Analyst Commentary Recent research on Simmons First National reflects a mixed set of views, with one firm lifting its price target by US$1 and another trimming its target by US$2.
Narrative Update May 03

SFNC: Future Earnings Power And Credit Costs Guide Balanced Outlook

Analysts have nudged their average price target on Simmons First National higher by $1, reflecting updated views on fair value, revenue growth, profit margin, and future P/E after reviewing the latest research from firms that recently raised and lowered their targets. Analyst Commentary Recent price target changes reflect a mix of optimism and caution around Simmons First National, with analysts weighing the balance between potential earnings power, valuation, and execution risk.
Narrative Update Apr 19

SFNC: Profitability Shift And Credit Costs Shape Balanced Forward Outlook

Analysts have adjusted their price target on Simmons First National by about $0.49 to $23.29. This reflects updated views on fair value, discount rates, revenue growth, profitability and future P/E expectations following recent research actions from several firms.
Analysis Article Nov 14

Simmons First National (NASDAQ:SFNC) Has Announced A Dividend Of $0.2125

The board of Simmons First National Corporation ( NASDAQ:SFNC ) has announced that it will pay a dividend on the 2nd of...
Seeking Alpha Nov 11

Simmons First National Remains Underwhelming

Summary Simmons First National Corporation remains rated 'sell' due to ongoing weak fundamentals, despite some operational improvements and relative valuation appeal. SFNC continues to struggle with declining deposits, low asset quality, and significant net losses, outweighing positive trends in net interest margin and debt reduction. While SFNC is cheap on price-to-book and forward earnings metrics, its return on assets and equity remain below industry standards, signaling ongoing performance issues. Progress is noted, but not enough to warrant an upgrade; I maintain a bearish outlook and 'sell' rating on SFNC until fundamentals improve further. Read the full article on Seeking Alpha
Analysis Article May 13

Simmons First National (NASDAQ:SFNC) Has Announced A Dividend Of $0.2125

The board of Simmons First National Corporation ( NASDAQ:SFNC ) has announced that it will pay a dividend of $0.2125...
Seeking Alpha Feb 25

Simmons First National: Earnings Likely To Rebound, But Stock Seems Fairly Valued

Summary Simmons First National's loan pipelines are in an enviable position, so the near-term loan growth outlook is positive. Upcoming maturities of costly certificates of deposits will provide an opportunity to lower funding costs. More CDs than fixed-rate loans are scheduled to re-price this year. I’m now expecting a higher non-interest expense for this year. Therefore, I’ve reduced my EPS estimate to $1.55 from my previous estimate of $1.66. I’m maintaining a hold rating on SFNC stock because my year-end target price is close to the current market price and the dividend yield is moderate at 3.9%. Read the full article on Seeking Alpha
Analysis Article Feb 04

Simmons First National's (NASDAQ:SFNC) Upcoming Dividend Will Be Larger Than Last Year's

The board of Simmons First National Corporation ( NASDAQ:SFNC ) has announced that the dividend on 1st of April will be...
Seeking Alpha Nov 22

Simmons First National: Downgraded To Hold, Loan Growth To Push Up Earnings Next Year

Summary Loan growth will likely continue at the current rate as the local economies of SFNC’s markets continue to be strong. Rate cuts will slightly increase the margin. I haven’t incorporated upcoming tariffs in my interest rate outlook. The December 2025 target price suggests a small price downside. SFNC is offering a moderate dividend yield of 3.5% at an implied payout ratio of 51%. Read the full article on Seeking Alpha
Analysis Article Nov 17

Simmons First National (NASDAQ:SFNC) Will Pay A Dividend Of $0.21

The board of Simmons First National Corporation ( NASDAQ:SFNC ) has announced that it will pay a dividend of $0.21 per...
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New Narrative Sep 24

Navigating Rising Rates And Deposit Dynamics To Fuel Growth And Margin Expansion

Anticipation of improved net interest margin and earnings due to favorable asset repricing and competitive macro backdrop suggests potential revenue growth.
Seeking Alpha Sep 04

Simmons First National: A Big Step Back After A Solid Run (Rating Downgrade)

Summary After a 29.1% stock rise, I am downgrading Simmons First National stock from a 'buy' to a 'sell' due to deteriorating financials. Declining deposits, rising debt, and reduced net interest income signal financial weakness. The bank's high price-to-earnings multiple and poor asset quality make it less attractive compared to peers. Given these factors, I expect Simmons First National to underperform the broader market moving forward. Read the full article on Seeking Alpha
Analysis Article Jul 27

Simmons First National's (NASDAQ:SFNC) Dividend Will Be $0.21

The board of Simmons First National Corporation ( NASDAQ:SFNC ) has announced that it will pay a dividend of $0.21 per...
Seeking Alpha May 29

Simmons First National: Attractively Valued But Earnings Are Likely To Decline

Summary Margin recovery will likely be slow this year; therefore, the average margin for 2024 will be lower than the average for 2023. The recent network expansion will support loan growth. I’ve reduced my earnings estimate because I’ve decreased my margin estimate. The December 2024 target price suggests a moderate upside from the current market price. Further, Simmons First National is offering a high dividend yield. Read the full article on Seeking Alpha
Analysis Article May 11

Simmons First National (NASDAQ:SFNC) Has Announced A Dividend Of $0.21

Simmons First National Corporation ( NASDAQ:SFNC ) has announced that it will pay a dividend of $0.21 per share on the...
Analysis Article Apr 27

Simmons First National (NASDAQ:SFNC) Is Due To Pay A Dividend Of $0.21

Simmons First National Corporation ( NASDAQ:SFNC ) has announced that it will pay a dividend of $0.21 per share on the...

CEO Compensation Analysis

How has Jay Brogdon's remuneration changed compared to Simmons First National's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$361m

Dec 31 2025US$3mUS$710k

-US$398m

Sep 30 2025n/an/a

-US$427m

Jun 30 2025n/an/a

US$160m

Mar 31 2025n/an/a

US$146m

Dec 31 2024US$2mUS$673k

US$153m

Sep 30 2024n/an/a

US$128m

Jun 30 2024n/an/a

US$151m

Mar 31 2024n/an/a

US$168m

Dec 31 2023US$2mUS$550k

US$175m

Sep 30 2023n/an/a

US$234m

Jun 30 2023n/an/a

US$268m

Mar 31 2023n/an/a

US$237m

Dec 31 2022US$1mUS$465k

US$256m

Sep 30 2022n/an/a

US$221m

Jun 30 2022n/an/a

US$221m

Mar 31 2022n/an/a

US$269m

Dec 31 2021US$2mUS$312k

US$271m

Compensation vs Market: Jay's total compensation ($USD3.37M) is below average for companies of similar size in the US market ($USD7.00M).

Compensation vs Earnings: Jay's compensation has increased whilst the company is unprofitable.


CEO

Jay Brogdon (45 yo)

3.4yrs
Tenure
US$3,370,037
Compensation

Mr. James M. Brogdon, also known as Jay, CPA, has been CEO and Non-Independent Director of Simmons First National Corporation since January 1, 2026 and serves as its President since January 1, 2023. He ser...


Leadership Team

NamePositionTenureCompensationOwnership
James Brogdon
President3.4yrsUS$3.37m0.049%
$ 1.6m
Charles Hobbs
Executive VP & CFO2.5yrsUS$1.95m0.012%
$ 375.4k
Christopher J. Steenberg
Executive VP & COO1.6yrsUS$1.60m0.012%
$ 387.2k
George Makris
Executive VP6.2yrsUS$1.16m0.035%
$ 1.1m
David Garner
Executive VP & Chief Accounting Officer13.4yrsno data0.056%
$ 1.8m
David Kennedy
Executive VP & Chief Information Officerless than a yearno datano data
Edward Bilek
Executive VP & Director of Investor and Media Relations5.2yrsno datano data
Elizabeth Machen
Executive Vice President of Marketing & Communicationsno datano datano data
Jennifer Compton
Executive VP & Chief People Officer10.8yrsUS$1.19m0.035%
$ 1.1m
Tina Groves
EVP & Chief Risk Officerno datano data0.024%
$ 769.3k
Lisa Hunter
Executive VP & Chief Data Officerno datano datano data
Ann Madea
Executive Vice Presidentless than a yearno data0.0038%
$ 122.0k
3.4yrs
Average Tenure
54yo
Average Age

Experienced Management: SFNC's management team is considered experienced (3.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
James Brogdon
Presidentless than a yearUS$3.37m0.049%
$ 1.6m
Steven Cosse
Lead Independent Director22.4yrsUS$185.01k0.080%
$ 2.5m
Jerry Hunter
Independent Director9.4yrsUS$145.01k0.018%
$ 574.1k
Mark Doramus
Non Independent Director11.3yrsUS$160.07k0.041%
$ 1.3m
Susan Lanigan
Independent Director9.1yrsUS$160.13k0.024%
$ 774.4k
Marty Casteel
Independent Chairman6.4yrsUS$175.03k0.15%
$ 4.8m
Robert Shoptaw
Independent Director19.8yrsUS$165.01k0.064%
$ 2.0m
Malynda West
Independent Director9.4yrsUS$150.11k0.018%
$ 566.8k
Edward Drilling
Independent Director18.4yrsUS$160.06k0.027%
$ 867.0k
William Clark
Independent Director18.4yrsUS$145.11k0.026%
$ 829.5k
Eugene Hunt
Independent Director17.1yrsUS$145.01k0.025%
$ 792.9k
Tom Purvis
Independent Director8.6yrsUS$160.06k0.028%
$ 887.4k
10.3yrs
Average Tenure
68.5yo
Average Age

Experienced Board: SFNC's board of directors are seasoned and experienced ( 10.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/11 21:28
End of Day Share Price 2026/06/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Simmons First National Corporation is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David GeorgeBaird
Gary TennerD.A. Davidson & Co.
null nullD.A. Davidson & Co.