SFNC, US8287302009

Simmons First National stock: DA Davidson lifts target to $25

Published on 11/03/2026 at 02:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

DA Davidson kept a Neutral rating after the bank's third-quarter results. The outlook points to wider net interest margins but slower net interest income growth in 2027.

Analyst sees margin gains ahead

DA Davidson cited stronger-than-expected third-quarter net interest margin and earnings per share.
The bank's lower loan-loss provision, lower non-interest expense and higher fee income offset slightly weaker net interest income.
DA Davidson expects improving profitability, while a smaller balance sheet may limit net interest income growth in 2027.

SFNC, US8287302009, Illustration mit AI erstellt.

DA Davidson raised its price target for Simmons First National on October 19, 2026, while keeping a Neutral rating on the stock. Investing.com reported that the analyst cited the bank's third-quarter results, including stronger-than-expected net interest margin and earnings per share.

Profitability remains the focus

DA Davidson said lower provisions for loan losses, lower non-interest expense and higher fee income offset net interest income that came in slightly below forecasts. The firm expects net interest margin to expand from third-quarter levels, although a smaller balance sheet could limit the benefit.

The assessment favors profitability over balance-sheet growth. DA Davidson expects a more modest year-over-year increase in net interest income in 2027, while the analyst sees room for further improvement in profitability measures.

Regional banking footprint

Simmons First National Corporation is a financial holding company based in the Mid-South. Its principal subsidiary, Simmons Bank, operates 220 branches in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas and provides banking and other financial solutions.

In a peer comparison focused on banking technology, Simmons is grouped with regional banks including Arvest Bank, Bank OZK and Home BancShares. That comparison places Simmons below Arvest and Bank OZK on disclosed AI activity, making technology disclosure a differentiating point within its regional-bank peer set. BankingNewsAI identifies the comparison group and its scope.