SFBS

ServisFirst Bancshares, Inc.

NYSE · State Commercial Banks · Inc. DE · CIK 0001430723
$82.39 +1.02% $4.5B
24 New Institutional Positions4 Institutional Exits
Vol
Market Cap$4.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity24 buys / 4 sells
Insider Activity0B / 8S
Insider Net $-$4.5M
SEC Reports4
Press Releases2
Exchange NYSE·Sector State Commercial Banks·Inc. DE·CIK 0001430723·Prev Close $81.56

Recent Activity

May 18, 2026 Insider
Smith Hatton C.V. was granted 788 shares
Director
May 18, 2026 Insider
Cashio J. Richard was granted 788 shares
Director
May 18, 2026 Insider
Filler James J was granted 788 shares
Director
Apr 20, 2026 SEC
ServisFirst Bancshares (SFBS) reported Q1 2026 EPS of $1.52, missing the $1.51 consensus by $0.01 (0.7% miss), despite s
PRESS-RELEASE — Impact 4/10
Apr 20, 2026 SEC
ServisFirst Bancshares reported Q1 2026 earnings with diluted EPS of $1.52, a 31% increase year-over-year, driven by net
8-K — Impact 6/10
Apr 20, 2026 earnings
ServisFirst Bancshares, Inc. Announces Results For First Quarter of 2026
<p align="justify">BIRMINGHAM, Ala., April 20, 2026 (GLOBE NEWSWIRE) -- ServisFirst Bancshares, In
Apr 6, 2026 SEC
ServisFirst Bancshares filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting, which is a rou
DEFA14A — Impact 2/10
Inst.
Nuveen, LLC — DOUBLED
241,342 shares ($17.6M)

Price Targets

$94.33 +14.5% upside Buy
Current $82.39 Low $91.00 Median $95.00 High $97.00 3 analysts
$91.00 $97.00

Analyst Ratings

Strong Buy89% buy · 9 analysts
3Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 21, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Jan 21, 2026 Raymond James UPGRADE Outperform → Strong Buy
Dec 19, 2025 Hovde Group UPGRADE Market Perform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.57 $1.54 — $1.59 29% YoY 3
Next Q $1.61 $1.54 — $1.64 24% YoY 3
Current FY $6.40 $6.30 — $6.50 22% YoY 3
Next FY $7.17 $7.00 — $7.40 12% YoY 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$543.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$245.5M
STATE STREET CORP$184.9M
VANGUARD CAPITAL MANAGEMENT LLC$166.2M
KAYNE ANDERSON RUDNICK INVESTMENT$99.0M

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Smith HattonA$0.00
May 18, 2026Cashio J.A$0.00
May 18, 2026Filler JamesA$0.00
May 18, 2026TUDER IRMAA$0.00
May 18, 2026Mettler ChristopherA$0.00
50 institutional holders with $2.0B total value (26,993,880 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 24 institutions added/increased vs 4 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.7,464,562$543.6M27.7%
2VANGUARD PORTFOLIO MANAGEMENT LLC3,371,184$245.5M12.5%
3STATE STREET CORP2,538,231$184.9M9.4%
4VANGUARD CAPITAL MANAGEMENT LLC2,282,033$166.2M8.5%
5KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,360,003$99.0M5.0%
6DIMENSIONAL FUND ADVISORS LP1,133,669$82.6M4.2%
7VICTORY CAPITAL MANAGEMENT INC877,405$63.9M3.3%TRIM -26.4%
8GOLDMAN SACHS GROUP INC833,586$60.7M3.1%
9MORGAN STANLEY631,090$46.0M2.3%
10FIRST TRUST ADVISORS LP562,559$41.0M2.1%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC560,392$40.8M2.1%
12WASATCH ADVISORS LP552,153$40.2M2.0%TRIM -27.8%
131832 Asset Management L.P.425,687$31.0M1.6%NEW
14VANGUARD FIDUCIARY TRUST CO351,400$25.6M1.3%
15WELLS FARGO & COMPANY/MN270,493$19.7M1.0%
16Nuveen, LLC241,342$17.6M0.9%DOUBLED +107.7%
17RAYMOND JAMES FINANCIAL INC235,047$17.1M0.9%
18ENVESTNET ASSET MANAGEMENT INC214,015$15.6M0.8%DOUBLED +159.6%
19SEI INVESTMENTS CO195,355$14.2M0.7%ADD +40.1%
20JANUS HENDERSON GROUP PLC190,651$13.9M0.7%DOUBLED +685.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Nuveen, LLCDOUBLED116,177241,342+107.7%$17.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED82,428214,015+159.6%$15.6M2026-Q1
SEI INVESTMENTS COADD139,394195,355+40.1%$14.2M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED24,272190,651+685.5%$13.9M2026-Q1
Brevan Howard Capital Management LPDOUBLED11,454170,000+1384.2%$12.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD91,502135,140+47.7%$9.8M2026-Q1
STIFEL FINANCIAL CORPADD72,32498,214+35.8%$7.2M2026-Q1
Russell Investments Group, Ltd.ADD68,17889,375+31.1%$6.5M2026-Q1
PRUDENTIAL FINANCIAL INCADD47,14687,086+84.7%$6.3M2026-Q1
FEDERATED HERMES, INC.DOUBLED67071,580+10583.6%$5.2M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED21,84846,095+111.0%$3.4M2026-Q1
Holocene Advisors, LPADD21,74232,812+50.9%$2.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED35825,750+7092.7%$1.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED10,62823,646+122.5%$1.7M2026-Q1
M&T BANK CORPDOUBLED3,99317,258+332.2%$1.3M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED3,25812,196+274.3%$888.2K2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD8,99211,589+28.9%$844.0K2026-Q1
TD Waterhouse Canada Inc.DOUBLED3010,831+36003.3%$789.1K2026-Q1
ExodusPoint Capital Management, LPTRIM27,47910,681-61.1%$777.9K2026-Q1
Trexquant Investment LPTRIM35,12510,064-71.3%$733.0K2026-Q1
FMR LLCADD6,3658,624+35.5%$628.1K2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCDOUBLED3,0728,210+167.3%$597.9K2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT31,7805,702-82.1%$415.3K2026-Q1
CWM, LLCDOUBLED9552,218+132.3%$161.5K2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.DOUBLED62362+483.9%$26.4K2026-Q1
8 unique insiders with 17 transactions. Net insider value: -$4.5M ($0.00 bought, $4.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Smith Hatton C.V.DirectorAWARD788
May 18, 2026Cashio J. RichardDirectorAWARD788
May 18, 2026Filler James JDirectorAWARD788
May 18, 2026TUDER IRMA LOYADirectorAWARD788
May 18, 2026Mettler Christopher JDirectorAWARD788
May 18, 2026Holloway Elizabeth BuggDirectorAWARD788
Mar 24, 2026Cashio J. RichardDirectorSELL42,000$74.50$3.1M
Mar 12, 2026TUDER IRMA LOYADirectorEXERCISE8,000$35.65$285.2K
Feb 9, 2026RUSHING RODNEY ELDONCOO, EVPAWARD1,801
Feb 9, 2026BROUGHTON THOMAS AChairman, President, & CEOAWARD6,018
Dec 24, 2024Mettler Christopher JDirectorSELL1,500$86.50$129.8K
Dec 20, 2024Mettler Christopher JDirectorSELL1,805$87.14$157.3K
Dec 19, 2024Mettler Christopher JDirectorSELL1,000$85.54$85.5K
Dec 18, 2024Mettler Christopher JDirectorSELL2,500$93.00$232.5K
Dec 11, 2024Mettler Christopher JDirectorSELL4,000$96.25$385.0K
Dec 10, 2024Mettler Christopher JDirectorSELL556$96.25$53.5K
Nov 21, 2024Mettler Christopher JDirectorSELL3,354$94.20$315.9K
Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 3 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$94.33 mean target +14.5% upside Buy (1.33)
$91.00 Low $97.00 High
MetricValue
Current Price$82.39
Target Low$91.00
Target Mean$94.33
Target Median$95.00
Target High$97.00
# Analysts3
RecommendationBuy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.57 $1.54 $1.59 29.5% +0.4% 1↑ 1↓ $0.2B 27.1% 3
Next Q
2026-09-30
$1.61 $1.54 $1.64 23.6% +0.2% 2↑ 1↓ $0.2B 27.9% 3
Current FY
2026-12-31
$6.40 $6.30 $6.50 21.9% +0.2% 2↑ 1↓ $0.7B 21.1% 3
Next FY
2027-12-31
$7.17 $7.00 $7.40 12.1% +0.1% 3↑ 0↓ $0.8B 11.6% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.567
7d ago$1.560+0.007
30d ago$1.560+0.007
60d ago$1.567
90d ago$1.567
3 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 21, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 21, 2026 Raymond James UPGRADE Outperform Strong Buy
Dec 19, 2025 Hovde Group UPGRADE Market Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263510089%
May 1, 20263510089%
Apr 1, 20263510089%
Mar 1, 20263510089%
Feb 1, 20263510089%
Jan 1, 20262520078%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 20, 2026
earnings
ServisFirst Bancshares, Inc. Announces Results For First Quarter of 2026
<p align="justify">BIRMINGHAM, Ala., April 20, 2026 (GLOBE NEWSWIRE) -- ServisFirst Bancshares, Inc. (NYSE: SFBS), today announced earnings and oper
Apr 20, 2026
earnings_calendar
SFBS Q1 2026 Earnings Scheduled — 2026-04-20
Mar 25, 2026
earnings
ServisFirst Bancshares, Inc. to Announce First Quarter 2026 Financial Results April 20th
<p>BIRMINGHAM, Ala., March 25, 2026 (GLOBE NEWSWIRE) -- ServisFirst Bancshares, Inc. (NYSE: SFBS) is scheduled to announce earnings and operating re
Mar 16, 2026
dividend
ServisFirst Bancshares, Inc. Declares First Quarter Cash Dividend
<p align="justify">BIRMINGHAM, Ala., March 16, 2026 (GLOBE NEWSWIRE) -- ServisFirst Bancshares, Inc., (NYSE: SFBS) (“ServisFirst”), the holding comp
Feb 27, 2026
short_interest
FTD: SFBS — 8,913 shares ($0.8M) failed to deliver
Settlement: 20260227, Price: $85.79, FTD Value: $764,646.27, SERVISFIRST BANCSHARES INC COM
Feb 12, 2026
short_interest
FTD: SFBS — 15,056 shares ($1.3M) failed to deliver
Settlement: 20260212, Price: $85.87, FTD Value: $1,292,858.72, SERVISFIRST BANCSHARES INC COM
Feb 6, 2026
short_interest
FTD: SFBS — 22,883 shares ($2.0M) failed to deliver
Settlement: 20260206, Price: $85.27, FTD Value: $1,951,233.41, SERVISFIRST BANCSHARES INC COM