HTB at a glance
HomeTrust Bancshares, Inc. (HTB, SEC CIK 1538263) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as August 3, 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), HomeTrust Bancshares, Inc. (HTB) reported revenue of $256.1 million (down 2.1% from FY2024) and net income of $64.4 million. Diluted EPS was $3.72.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding HomeTrust Bancshares, Inc. (HTB) shares worth $254.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by KENDALL LAURA C on July 30, 2026 of 10,000 shares at $51.13 per share.
- In the last 90 days, HTB insiders reported 0 open-market purchases ($0) and 1 open-market sale ($511K) on Form 4, a net sale of $511K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $256.1M
- −2.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$511K
- 13F holders
- 27 funds
- $254.3M · +2 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 7.01 · Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Six-month net income $32.4M vs $31.7M YoY, up 2.1%; quarterly revenue not disclosed
- Net interest margin 4.36% vs 4.25% YoY; net interest income $89.6M vs $87.1M
- Best line: net interest income, up $2.5M YoY; weakest: noninterest expense, up $4.7M
- Six-month provision for credit losses $1.3M vs $2.8M; shares repurchased 686,846 at $43.62
- Headwinds: rate changes, inflation, recession risk, credit deterioration, deposit competition and funding access
Risk Factors
- No risk-factors section provided in submitted filing text
- No newly added risk factor or trigger identifiable
- No material regulatory, legal, or compliance risk disclosed
- No operational, competitive, or market risk disclosed
- No liquidity, debt-maturity, currency, or concentration risk disclosed
AI summary of the HTB 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 7.01: Regulation FD Disclosure
- Regulation FD disclosure language only; substantive company information is not included
- Information furnished under Item 7.01 generally not incorporated into future filings unless specifically referenced
Item 1.01: Entry into a Material Definitive Agreement
- HomeTrust agreed to acquire Blue Ridge through a two-step merger, followed by consolidation of their bank subsidiaries
- Blue Ridge shareholders to receive 0.086 HomeTrust shares per share, plus cash for fractional shares
AI summaries of HTB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HTB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KENDALL LAURA C | Sell | Jul 30, 2026 | 10,000 | $51.13 |
| KENDALL LAURA C | M | Jul 30, 2026 | 10,000 | $24.95 |
| KENDALL LAURA C | M | Jul 30, 2026 | 10,000 | - |
| Lowe Rebekah M. | F | Jun 2, 2026 | 297 | $46.83 |
| Lowe Rebekah M. | A | Jun 1, 2026 | 867 | - |
| Neelagaru Narasimhulu | A | Jun 1, 2026 | 867 | - |
| HANCOCK BONNIE V | A | Jun 1, 2026 | 867 | - |
| KENDALL LAURA C | A | Jun 1, 2026 | 867 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $187.1M | $261.6M | $256.1M |
| Net Income | $44.6M | $54.8M | $64.4M |
| Net Margin | 23.8% | 20.9% | 25.1% |
| Balance Sheet | |||
| Total Assets | $4.7B | $4.6B | $4.5B |
| Equity | $499.9M | $551.8M | $600.7M |
| ROE | 8.9% | 9.9% | 10.7% |
| Per Share | |||
| EPS | - | $3.20 | $3.72 |
| Cash Flow | |||
| Operating CF | -$42.4M | $45.0M | $49.5M |
| CapEx | $3.4M | $3.0M | $4.2M |
Source: XBRL data in HomeTrust Bancshares, Inc. (HTB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HTB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $254.3M |
| Q1 2026 | 25 | $207.7M |
| Q4 2025 | 24 | $208.3M |
| Q3 2025 | 25 | $206.1M |
| Q2 2025 | 25 | $184.3M |
| Q1 2025 | 20 | $109.6M |
| Q4 2024 | 17 | $94.0M |
| Q3 2024 | 16 | $68.8M |
- BlackRock+82.5K (+5%)
- Two Sigma Investments+60.5K (+271%)
- Citadel Advisors LLC+43.5K (+150%)
- Vanguard Portfolio Management LLC+28.0K (+23%)
- Morgan Stanley+23.3K (+28%)
- Vanguard Capital Management LLC−38.6K (-6%)
- Renaissance Technologies LLC−29.4K (-6%)
- Goldman Sachs Group−22.1K (-16%)
- Bank of America Corp−9.2K (-35%)
- Franklin Resources−7.7K (-15%)
- Millennium Management+25.5K
- Prudential Financial+4.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 179 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HTB 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 |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| SC 13G | Jul 14, 2026 | - | - | |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 23, 2026 | - | Analysis | - |
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HTB SEC filings: frequently asked questions
Are HTB insiders buying or selling?
In the last 90 days, HomeTrust Bancshares, Inc. (HTB) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $511,348 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HTB stock?
As of June 30, 2026, the largest HomeTrust Bancshares, Inc. (HTB) holders among the 13F filers tracked by SignalX were BlackRock ($83.7 million), Dimensional Fund Advisors ($42.7 million), Vanguard Capital Management LLC ($32.1 million), State Street Corp ($23.1 million), Renaissance Technologies LLC ($21.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HTB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), HomeTrust Bancshares, Inc. (HTB) reported revenue of $256.1 million (down 2.1% from FY2024) and net income of $64.4 million. Diluted EPS was $3.72. The figures come from the XBRL data in the 10-K.
What did HTB report in its latest 8-K?
HomeTrust Bancshares, Inc. (HTB) filed an 8-K on August 17, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.01 (Entry into a Material Definitive Agreement). Regulation FD disclosure language only; substantive company information is not included.
What are the latest HTB SEC filings?
HomeTrust Bancshares, Inc. (HTB) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on August 3, 2026.
What is HTB's SEC CIK number?
HomeTrust Bancshares, Inc. (HTB)'s SEC Central Index Key (CIK) is 1538263. EDGAR lists every HTB filing under that number.
Ask anything about HTB
The research agent reads HTB's filings, financials, insider trades and 13F holders, then answers with sources.