HBT at a glance
HBT Financial, Inc. (HBT, SEC CIK 775215) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), HBT Financial, Inc. (HBT) reported revenue of $255.8 million (up 1.6% from FY2024) and net income of $77.0 million. Diluted EPS was $2.44.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding HBT Financial, Inc. (HBT) shares worth $149.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by DRAKE FRED L on April 28, 2026 of 15,742 shares at $28.93 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $255.8M
- +1.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $149.1M · −2 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue proxy total interest and dividend income $88.6M vs $63.9M YoY, up $24.7M
- Net income $27.8M vs $19.2M; net interest margin 4.32% vs 4.14% YoY
- Best line wealth management fees $3.9M, up 38.6%; worst gains on mortgage loans $0.4M, down 10.2%
- CNB acquisition deployed $33.8M cash and 5.5M shares; acquisition expenses $0.3M quarterly
- Headwinds: potential rate declines could pressure margin; higher rates could increase deposit competition and funding costs
Risk Factors
- No material changes to 2025 Form 10-K risk factors
- No newly added risk factor or stated trigger this quarter
- Regulatory and compliance risks unchanged from the 10-K
- Operational and market risks unchanged from the 10-K
- Financial risks unchanged from the 10-K
AI summary of the HBT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Proposed acquisition of Tri-County Financial Group, with TYFG becoming HBT’s wholly owned subsidiary before bank-level consolidation into Heartland Bank
- TYFG holders may receive 2.4589 HBT shares, $71.01 cash, or a combination, subject to proration and adjustment
Item EX-99.1: Item EX-99.1
- HBT to acquire Tri-County in a stock/cash merger valued approximately $204.6 million, implying $82.89 per share
- Consideration options: 2.4589 HBT shares or $71.01 cash per Tri-County share, subject to proration and adjustment
Item 7.01: Regulation FD Disclosure
- Proposed HBT-TYFG merger remains subject to TYFG stockholder approval, regulatory clearances, and other closing conditions
- Completion timing, integration results, financial benefits, and future performance remain uncertain
Item 7.01: Regulation FD Disclosure
- Investor presentation covers Q2 and six months ended June 30, 2026
- Materials intended for meetings with investment community
Item 2.02: Results of Operations and Financial Condition
- Q2 and six-month financial results ended June 30, 2026 announced July 27, 2026
- Full operating results and financial metrics contained in Exhibit 99.1 earnings release
Item 8.01: Other Events
- Quarterly cash dividend raised to $0.25 per share from $0.23
- Dividend payable August 18, 2026 to shareholders of record August 11, 2026
Item EX-99.1: Item EX-99.1
- Q2 net income $27.8M, or $0.76 diluted EPS, versus $11.2M and $0.34 in Q1, reflecting full-quarter CNB acquisition benefits
- Adjusted EPS $0.78 and adjusted ROATCE 18.13%, with acquisition-related expenses falling to $0.3M from $15.7M
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 12 director nominees elected for terms through the 2027 annual meeting
- Executive compensation approved on advisory basis, with 29,046,470 votes for and 200,525 against
AI summaries of HBT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HBT
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Baker Roger A | G | Aug 18, 2026 | 15,000 | - |
| SCHEIRER MARK W | G | Apr 30, 2026 | 4,118 | - |
| DRAKE FRED L | Sell | Apr 28, 2026 | 15,742 | $28.93 |
| BUSCH PATRICK F | Sell | Mar 16, 2026 | 15,000 | $26.48 |
| HORVATH LAWRENCE J | Sell | Mar 16, 2026 | 5,000 | $26.60 |
| BURWELL ERIC E | Buy | Mar 10, 2026 | 4,000 | $26.24 |
| Ashworth James T | A | Mar 1, 2026 | 95,443 | - |
| Ashworth James T | A | Mar 1, 2026 | 33,654 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $229.0M | $251.7M | $255.8M | |
| Net Income | $65.8M | $71.8M | $77.0M | |
| Net Margin | 28.8% | 28.5% | 30.1% | |
| Balance Sheet | ||||
| Total Assets | $5.1B | $5.0B | $5.1B | |
| Equity | $489.5M | $544.6M | $615.5M | |
| ROE | 13.5% | 13.2% | 12.5% | |
| Per Share | ||||
| EPS | $2.07 | $2.26 | $2.44 | |
| Cash Flow | ||||
| Operating CF | $65.8M | $89.4M | $85.1M | |
Source: XBRL data in HBT Financial, Inc. (HBT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HBT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $149.1M |
| Q1 2026 | 25 | $102.2M |
| Q4 2025 | 21 | $101.0M |
| Q3 2025 | 21 | $98.3M |
| Q2 2025 | 20 | $98.5M |
| Q1 2025 | 18 | $46.7M |
| Q4 2024 | 13 | $41.6M |
| Q3 2024 | 11 | $24.7M |
- BlackRock+371.8K (+23%)
- Vanguard Capital Management LLC+206.6K (+40%)
- State Street Corp+103.2K (+35%)
- Two Sigma Investments+67.4K (+125%)
- Northern Trust+44.3K (+29%)
- Goldman Sachs Group−26.6K (-24%)
- Wells Fargo & Co−14.3K (-51%)
- Ameriprise Financial−8.0K (-52%)
- Citadel Advisors LLC−3.6K (-12%)
- FMR LLC (Fidelity)−2.6K (-59%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 152 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HBT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | May 21, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 8-K | Mar 25, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 4 | Mar 11, 2026 | - | - | - |
| 10-K | Mar 6, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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HBT SEC filings: frequently asked questions
Which institutions hold HBT stock?
As of June 30, 2026, the largest HBT Financial, Inc. (HBT) holders among the 13F filers tracked by SignalX were BlackRock ($63.3 million), Vanguard Capital Management LLC ($23.2 million), Dimensional Fund Advisors ($18.8 million), State Street Corp ($12.7 million), Northern Trust ($6.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HBT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), HBT Financial, Inc. (HBT) reported revenue of $255.8 million (up 1.6% from FY2024) and net income of $77.0 million. Diluted EPS was $2.44. The figures come from the XBRL data in the 10-K.
What did HBT report in its latest 8-K?
HBT Financial, Inc. (HBT) filed an 8-K on August 10, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Proposed acquisition of Tri-County Financial Group, with TYFG becoming HBT’s wholly owned subsidiary before bank-level consolidation into Heartland Bank.
What are the latest HBT SEC filings?
HBT Financial, Inc. (HBT) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on August 19, 2026.
What is HBT's SEC CIK number?
HBT Financial, Inc. (HBT)'s SEC Central Index Key (CIK) is 775215. EDGAR lists every HBT filing under that number.
Ask anything about HBT
The research agent reads HBT's filings, financials, insider trades and 13F holders, then answers with sources.