Southside Bancshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SBSI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
30 Jan 24	BuyUS$64,715	Herbert Buie	Individual		1,990	US$32.52

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SBSI?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,691	0.0254%
Individual Insiders	1,715,264	5.66%
General Public	11,373,656	37.5%
Institutions	17,211,803	56.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 48.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	BlackRock, Inc.	4,395,803	US$143.0m	1.07%	no data
6.51%	The Vanguard Group, Inc.	1,972,185	US$64.2m	-1.43%	no data
4.19%	Dimensional Fund Advisors LP	1,270,351	US$41.3m	8.86%	0.01%
4.15%	State Street Global Advisors, Inc.	1,257,547	US$40.9m	-1.94%	no data
2.22%	Geode Capital Management, LLC	671,666	US$21.8m	0.46%	no data
2.17%	Herbert Buie	657,128	US$21.4m	-3.21%	no data
1.71%	Renaissance Technologies LLC	518,185	US$16.9m	-14.1%	0.03%
1.07%	Charles Schwab Investment Management, Inc.	325,599	US$10.6m	-8.93%	no data
1%	BNY Asset Management	302,638	US$9.8m	-5.62%	no data
0.99%	Northern Trust Global Investments	301,135	US$9.8m	-0.29%	no data
0.99%	Morgan Stanley, Investment Banking and Brokerage Investments	301,073	US$9.8m	23.9%	no data
0.89%	American Century Investment Management Inc	269,909	US$8.8m	60.2%	no data
0.87%	Hilliard Shands	263,253	US$8.6m	-4.39%	no data
0.87%	Royal Bank of Canada, Banking & Securities Investments	262,880	US$8.6m	-0.53%	no data
0.78%	AQR Capital Management, LLC	236,259	US$7.7m	-0.52%	0.01%
0.74%	JP Morgan Asset Management	223,865	US$7.3m	95.2%	no data
0.72%	ProShare Advisors LLC	217,713	US$7.1m	-3.28%	0.02%
0.69%	Third Avenue Management LLC	209,426	US$6.8m	0%	0.63%
0.64%	Goldman Sachs Asset Management, L.P.	192,839	US$6.3m	-21.6%	no data
0.59%	Bridgeway Capital Management, LLC	178,000	US$5.8m	4.4%	0.1%
0.58%	Goldman Sachs Group, Investment Banking and Securities Investments	175,558	US$5.7m	54.4%	no data
0.56%	Mellon Investments Corporation	168,692	US$5.5m	0.03%	no data
0.52%	William Sheehy	157,094	US$5.1m	0%	no data
0.49%	Arrowstreet Capital, Limited Partnership	148,113	US$4.8m	817%	no data
0.45%	JPMorgan Chase & Co, Brokerage and Securities Investments	137,056	US$4.5m	65.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 22:48
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

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 .

Analyst Sources

Southside Bancshares, Inc. is covered by 10 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Bishop	Drexel Hamilton
Brett Rabatin	Hovde Group, LLC
Christopher McGratty	Keefe, Bruyette, & Woods