Hilltop (NYSE:HTH) Issues Quarterly Earnings Results, Beats Estimates By $0.14 EPS

Hilltop (NYSE:HTH) issued its quarterly earnings results on Thursday. The financial services provider reported $0.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.49 by $0.14, FiscalAI reports. The firm had revenue of $315.81 million for the quarter, compared to analyst estimates of $306.18 million. Hilltop had a return on equity of 7.37% and a net margin of 10.17%.During the same period last year, the company earned $0.57 EPS.

Here are the key takeaways from Hilltop’s conference call:

• All 13 director nominees were elected to serve until Hilltop Holdings’ 2027 annual meeting, with no competing shareholder nominations submitted.
• Stockholders approved, on a non-binding advisory basis, the company’s executive compensation program, supporting management’s current pay practices.
• Stockholders ratified PricewaterhouseCoopers LLP as Hilltop Holdings’ independent auditor for fiscal 2026, removing a potential governance uncertainty.
• The meeting had the required quorum, and all proposals received majority support; however, the transcript provided no financial results, operating outlook, or forward guidance.

Hilltop Price Performance

Shares of HTH stock opened at $39.26 on Friday. Hilltop has a one year low of $29.20 and a one year high of $40.41. The stock has a market cap of $2.30 billion, a P/E ratio of 14.54 and a beta of 0.88. The company has a fifty day moving average price of $38.04 and a two-hundred day moving average price of $37.30.

Hilltop Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be given a dividend of $0.22 per share. This is a positive change from Hilltop’s previous quarterly dividend of $0.20. The ex-dividend date of this dividend is Friday, August 7th. This represents a $0.88 annualized dividend and a dividend yield of 2.2%. Hilltop’s payout ratio is presently 30.30%.

Insider Buying and Selling at Hilltop

In other news, CAO Keith E. Bornemann sold 2,000 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $38.00, for a total value of $76,000.00. Following the completion of the sale, the chief accounting officer owned 7,912 shares of the company’s stock, valued at approximately $300,656. The trade was a 20.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Rhodes R. Bobbitt sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $38.00, for a total transaction of $380,000.00. Following the sale, the director directly owned 87,016 shares of the company’s stock, valued at approximately $3,306,608. This trade represents a 10.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,000 shares of company stock worth $1,206,000 in the last quarter. Company insiders own 5.40% of the company’s stock.

Hedge Funds Weigh In On Hilltop

Institutional investors have recently modified their holdings of the business. EverSource Wealth Advisors LLC grew its stake in Hilltop by 584.7% during the second quarter. EverSource Wealth Advisors LLC now owns 1,075 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 918 shares in the last quarter. Danske Bank A S purchased a new position in Hilltop in the third quarter worth about $43,000. Smartleaf Asset Management LLC increased its position in Hilltop by 36.2% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,817 shares of the financial services provider’s stock valued at $62,000 after acquiring an additional 483 shares during the last quarter. Los Angeles Capital Management LLC purchased a new stake in Hilltop in the 4th quarter worth $111,000. Finally, Zacks Investment Management purchased a new stake in Hilltop during the third quarter valued at $218,000. 57.13% of the stock is owned by institutional investors.

Hilltop News Roundup

Here are the key news stories impacting Hilltop this week:

• Positive Sentiment: Hilltop posted Q2 2026 earnings of $0.63 per share, topping expectations, with revenue of $315.8 million also above estimates. Management cited higher revenues, stronger net interest income, and improving credit quality as key drivers, which should support investor confidence. Article Title
• Positive Sentiment: The board increased the quarterly dividend to $0.22 per share, a 10% boost from the prior $0.20 payout, signaling confidence in cash generation and returning more capital to shareholders. Article Title
• Positive Sentiment: Hilltop also said it is boosting capital returns, including a higher share repurchase program, which can be viewed favorably by investors seeking earnings support and reduced share count over time. Article Title

Wall Street Analyst Weigh In

HTH has been the topic of a number of recent research reports. Weiss Ratings downgraded shares of Hilltop from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 22nd. Zacks Research raised Hilltop from a “strong sell” rating to a “strong-buy” rating in a report on Monday, May 4th. Finally, Wall Street Zen downgraded shares of Hilltop from a “hold” rating to a “sell” rating in a research note on Saturday, May 16th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $37.50.

Hilltop Company Profile

Hilltop Holdings, Inc (NYSE: HTH) is a Dallas, Texas–based financial holding company offering commercial banking, mortgage lending and capital markets services through its three primary subsidiaries: PlainsCapital Corporation, PrimeLending and HilltopSecurities. PlainsCapital provides deposit, lending and treasury management solutions to small and mid-sized businesses, professionals and individuals. PrimeLending specializes in home purchase and refinance loans, serving retail, wholesale and correspondent channels.