(HTB) HomeTrust Bancshares - Overview

Sector: Financial Services | Industry: Banks - Regional | Exchange: NYSE (USA) | Market Cap: 761m USD | Total Return: 33.8% in 12m

Commercial Loans, Consumer Mortgages, Deposit Accounts, Equipment Finance
Total Rating 50
Safety 33
Buy Signal 0.40
Banks - Regional
Industry Rotation: +1.2
Market Cap: 761M
Avg Turnover: 2.61M
Risk 3d forecast
Volatility29.3%
VaR 5th Pctl4.64%
VaR vs Median-4.01%
Reward TTM
Sharpe Ratio1.19
Rel. Str. IBD66.1
Rel. Str. Peer Group73.9
Character TTM
Beta0.661
Beta Downside0.771
Hurst Exponent0.466
Drawdowns 3y
Max DD20.94%
CAGR/Max DD1.65
CAGR/Mean DD5.79
EPS (Earnings per Share) EPS (Earnings per Share) of HTB over the last years for every Quarter: "2021-03": 0.48, "2021-06": 0.5, "2021-09": 0.65, "2021-12": 0.68, "2022-03": 0.51, "2022-06": 0.39, "2022-09": 0.6, "2022-12": null, "2023-03": 0.4149, "2023-06": 0.8875, "2023-09": 0.88, "2023-12": 0.79, "2024-03": 0.88, "2024-06": 0.73, "2024-09": 0.76, "2024-12": 0.97, "2025-03": 0.84, "2025-06": 1, "2025-09": 0.95, "2025-12": 0.93, "2026-03": 0.99,
EPS CAGR: 15.47%
EPS Trend: 88.2%
Last SUE: 1.87
Qual. Beats: 1
Revenue Revenue of HTB over the last years for every Quarter: 2021-03: 39.999, 2021-06: 39.982, 2021-09: 39.657, 2021-12: 38.668, 2022-03: 37.142, 2022-06: 39.842, 2022-09: 43.337, 2022-12: 48.729, 2023-03: 58.076, 2023-06: 65.937, 2023-09: 70.492, 2023-12: 71.315, 2024-03: 72.175, 2024-06: 73.527, 2024-09: 74.931, 2024-12: 74.441, 2025-03: 71.662, 2025-06: 72.322, 2025-09: 74.146, 2025-12: 72.863, 2026-03: 71.528,
Rev. CAGR: 8.56%
Rev. Trend: 76.4%
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

Supp Ema20

Description: HTB HomeTrust Bancshares

HomeTrust Bancshares, Inc. (HTB) is a regional bank holding company headquartered in Asheville, North Carolina. Founded in 1926, the institution operates through HomeTrust Bank, offering a diversified suite of retail and commercial banking products across the Southeastern United States. Its primary operations involve gathering deposits through various checking and savings vehicles and deploying capital into a broad loan portfolio that includes residential mortgages, commercial real estate, and municipal leases.

The company functions within the regional banking sub-industry, where profitability is largely driven by the net interest margin-the difference between interest earned on loans and interest paid on deposits. Unlike larger money-center banks, regional players like HomeTrust often focus on community-based relationship lending and specialized financing, such as Small Business Administration (SBA) loans and equipment leasing. This business model relies heavily on local economic conditions and the credit quality of regional real estate markets.

Investors may find it useful to examine the companys historical valuation trends on ValueRay. In addition to its lending activities, HomeTrust manages an investment portfolio composed of U.S. government agency debt, municipal bonds, and corporate paper to maintain liquidity and generate supplemental income.

Headlines to Watch Out For
  • Net interest margin expansion driven by commercial loan yield repricing
  • Asset quality stability across North Carolina and regional real estate markets
  • Commercial and industrial loan growth offsets residential mortgage volume declines
  • Disciplined expense management and branch optimization improve efficiency ratio
Piotroski VR-10 (Strict) 5.0
Net Income: 66.6m TTM > 0 and > 6% of Revenue
FCF/TA: 0.02 > 0.02 and ΔFCF/TA -0.49 > 1.0
NWC/Revenue: -1.24k% < 20% (prev -1.05k%; Δ -192.8% < -1%)
CFO/TA 0.02 > 3% & CFO 88.6m > Net Income 66.6m
Net Debt (-64.0m) to EBITDA (100.5m): -0.64 < 3
Current Ratio: 0.05 > 1.5 & < 3
Outstanding Shares: last quarter (16.7m) vs 12m ago -2.32% < -2%
Gross Margin: 71.93% > 18% (prev 0.66%; Δ 7.13k% > 0.5%)
Asset Turnover: 6.50% > 50% (prev 6.46%; Δ 0.04% > 0%)
Interest Coverage Ratio: 1.10 > 6 (EBITDA TTM 100.5m / Interest Expense TTM 75.9m)
Altman Z'' -4.80
A: -0.82 (Total Current Assets 178.9m - Total Current Liabilities 3.78b) / Total Assets 4.39b
B: 0.10 (Retained Earnings 451.1m / Total Assets 4.39b)
C: 0.02 (EBIT TTM 83.5m / Avg Total Assets 4.47b)
D: 0.12 (Book Value of Equity 451.2m / Total Liabilities 3.79b)
Altman-Z'' = -4.80 = D
Beneish M -3.79
DSRI: 0.08 (Receivables 14.6m/181.8m, Revenue 290.9m/294.6m)
GMI: 0.92 (GM 71.93% / 66.23%)
AQI: 1.12 (AQ_t 0.95 / AQ_t-1 0.84)
SGI: 0.99 (Revenue 290.9m / 294.6m)
TATA: -0.01 (NI 66.6m - CFO 88.6m) / TA 4.39b)
Beneish M = -3.79 (Cap -4..+1) = AAA
What is the price of HTB shares?

As of May 24, 2026, the stock is trading at USD 46.72 with a total of 42,956 shares traded.
Over the past week, the price has changed by +3.38%, over one month by +5.20%, over three months by +10.63% and over the past year by +33.84%.

Is HTB a buy, sell or hold?

HomeTrust Bancshares has received a consensus analysts rating of 4.40. Therefore, it is recommended to buy HTB.

  • StrongBuy: 3
  • Buy: 1
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the HTB price?
Analysts Target Price 50.1 7.1%
HomeTrust Bancshares (HTB) - Fundamental Data Overview as of 24 May 2026
P/E Trailing = 11.7054
P/E Forward = 11.3379
P/S = 3.6146
P/B = 1.3072
Revenue TTM = 290.9m USD
EBIT TTM = 83.5m USD
EBITDA TTM = 100.5m USD
Long Term Debt = 10.1m USD (from longTermDebt, last fiscal year)
Short Term Debt = 90.0m USD (from shortTermDebt, last quarter)
Debt = 100.2m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -64.0m USD (calculated: Debt 100.2m - CCE 164.2m)
Enterprise Value = 697.3m USD (761.3m + Debt 100.2m - CCE 164.2m)
Interest Coverage Ratio = 1.10 (Ebit TTM 83.5m / Interest Expense TTM 75.9m)
EV/FCF = 8.28x (Enterprise Value 697.3m / FCF TTM 84.2m)
FCF Yield = 12.08% (FCF TTM 84.2m / Enterprise Value 697.3m)
FCF Margin = 28.95% (FCF TTM 84.2m / Revenue TTM 290.9m)
Net Margin = 22.90% (Net Income TTM 66.6m / Revenue TTM 290.9m)
Gross Margin = 71.93% ((Revenue TTM 290.9m - Cost of Revenue TTM 81.6m) / Revenue TTM)
Gross Margin QoQ = 75.45% (prev 70.72%)
Tobins Q-Ratio = 0.16 (Enterprise Value 697.3m / Total Assets 4.39b)
 Interest Expense / Debt = 75.68% (Interest Expense 75.9m / Debt 100.2m)
 Taxrate = 20.10% (4.22m / 21.0m)
NOPAT = 66.7m (EBIT 83.5m * (1 - 20.10%))
Current Ratio = 0.05 (Total Current Assets 178.9m / Total Current Liabilities 3.78b)
Debt / Equity = 0.17 (Debt 100.2m / totalStockholderEquity, last quarter 592.4m)
Debt / EBITDA = -0.64 (Net Debt -64.0m / EBITDA 100.5m)
Debt / FCF = -0.76 (Net Debt -64.0m / FCF TTM 84.2m)
Total Stockholder Equity = 592.1m (last 4 quarters mean from totalStockholderEquity)
RoA = 1.49% (Net Income 66.6m / Total Assets 4.39b)
RoE = 11.25% (Net Income TTM 66.6m / Total Stockholder Equity 592.1m)
RoCE = 13.87% (EBIT 83.5m / Capital Employed (Equity 592.1m + L.T.Debt 10.1m))
RoIC = 12.52% (NOPAT 66.7m / Invested Capital 532.9m)
WACC = 7.34% (E(761.3m)/V(861.5m) * Re(8.31%) + (debt cost/tax rate unavailable))
Discount Rate = 8.31% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 43.19 | Cagr: -0.29%
[DCF] Terminal Value 73.10% ; FCFF base≈94.5m ; Y1≈82.8m ; Y5≈66.9m
[DCF] Fair Price = 67.73 (EV 1.07b - Net Debt -64.0m = Equity 1.14b / Shares 16.8m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 88.19 | EPS CAGR: 15.47% | SUE: 1.87 | # QB: 1
Revenue Correlation: 76.35 | Revenue CAGR: 8.56% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.87 | Chg30d=+5.21% | Revisions=+25% | Analysts=5
EPS next Quarter (2026-09-30): EPS=0.89 | Chg30d=+1.84% | Revisions=+0% | Analysts=5
EPS current Year (2026-12-31): EPS=3.64 | Chg30d=+7.04% | Revisions=+25% | GrowthEPS=-2.1% | GrowthRev=+1.0%
EPS next Year (2027-12-31): EPS=3.73 | Chg30d=+1.00% | Revisions=-33% | GrowthEPS=+2.5% | GrowthRev=+2.5%
[Analyst] Revisions Ratio: -33%