SPFI

SOUTH PLAINS FINANCIAL, INC.

Nasdaq · State Commercial Banks · Inc. TX · CIK 0001163668
$40.52 +0.97% $775.8M
3 New Institutional Positions
Vol
Market Cap$775.8M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders8 funds
Inst. Value$42.3M
Inst. Activity3 buys / 0 sells
Insider Activity1B / 4S
Insider Net $-$1.2M
SEC Reports2
Press Releases2
Exchange Nasdaq·Sector State Commercial Banks·Inc. TX·CIK 0001163668·Prev Close $40.13

Recent Activity

May 20, 2026 Insider
Valles Noe G bought 623 shares
Director @ $0.00 ($0.00)
May 20, 2026 Insider
Wargo Kyle R sold 623 shares
Director @ $0.00 ($0.00)
May 20, 2026 Insider
Washburn LaDana R sold 623 shares
Director @ $0.00 ($0.00)
May 8, 2026 SEC
James D. Stein, an officer of South Plains Financial, filed Form 144 indicating intent to sell 30,000 common shares valu
144 — Impact 2/10
Apr 28, 2026 earnings
South Plains Financial, Inc. Reports First Quarter 2026 Financial Results
<p align="justify">LUBBOCK, Texas, April 28, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc.
Apr 16, 2026 SEC
South Plains Financial, Inc. declared a quarterly cash dividend of $0.17 per share, payable on May 11, 2026, to sharehol
8-K — Impact 3/10
Inst.
MORGAN STANLEY — ADD
62,057 shares ($2.4M)
Inst.
BANK OF AMERICA CORP — ADD
16,949 shares ($657.6K)

Price Targets

$47.00 +16.0% upside Buy
Current $40.52 Low $46.00 Median $47.00 High $48.00 3 analysts
$46.00 $48.00

Analyst Ratings

Strong Buy89% buy · 9 analysts
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Mar 2, 2026 Piper Sandler UPGRADE Neutral → Overweight
Jan 7, 2026 Raymond James MAINTAIN Outperform → Outperform
Dec 12, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.95 $0.94 — $0.96 11% YoY 3
Next Q $0.99 ▼ -2.0% $0.97 — $1.00 3% YoY 3
Current FY $3.85 $3.76 — $3.90 12% YoY 3
Next FY $4.10 ▼ -2.3% $4.00 — $4.15 7% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$28.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT$4.0MDOUBLED
TWO SIGMA INVESTMENTS, LP$3.5MADD
RENAISSANCE TECHNOLOGIES LLC$2.9MADD
MORGAN STANLEY$2.4MADD

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Valles NoeBUY$0.00
May 20, 2026Wargo KyleA$0.00
May 20, 2026Washburn LaDanaA$0.00
May 20, 2026Campbell RichardA$0.00
May 20, 2026Valles NoeA$0.00
8 institutional holders with $42.3M total value (1,091,109 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, TWO. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC726,222$28.2M66.6%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC104,044$4.0M9.5%DOUBLED +174.4%
3TWO SIGMA INVESTMENTS, LP90,124$3.5M8.3%ADD +63.3%
4RENAISSANCE TECHNOLOGIES LLC75,700$2.9M6.9%ADD +37.6%
5MORGAN STANLEY62,057$2.4M5.7%ADD +65.3%
6BANK OF AMERICA CORP /DE/16,949$657.6K1.6%ADD +39.2%
7WELLS FARGO & COMPANY/MN15,526$602.4K1.4%ADD +41.6%
8FMR LLC487$18.9K0.0%TRIM -65.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD37,54962,057+65.3%$2.4M2025-Q4
BANK OF AMERICA CORP /DE/ADD12,17416,949+39.2%$657.6K2025-Q4
WELLS FARGO & COMPANY/MNADD10,96615,526+41.6%$602.4K2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED37,951104,120+174.4%$4.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD55,90076,900+37.6%$3.0M2025-Q3
TWO SIGMA INVESTMENTS, LPADD47,02576,792+63.3%$3.0M2025-Q3
BANK OF AMERICA CORP /DE/ADD6,45112,174+88.7%$470.5K2025-Q3
UBS Group AGADD8,86511,351+28.0%$438.7K2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD41,10055,900+36.0%$2.0M2025-Q2
MORGAN STANLEYTRIM54,06538,233-29.3%$1.4M2025-Q2
BANK OF AMERICA CORP /DE/NEAR_EXIT29,8726,451-78.4%$232.5K2025-Q2
FMR LLCTRIM1,376481-65.0%$17.3K2025-Q2
TWO SIGMA INVESTMENTS, LPADD33,89648,710+43.7%$1.6M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED9,80041,100+319.4%$1.4M2025-Q1
CITADEL ADVISORS LLCTRIM37,20025,051-32.7%$829.7K2025-Q1
UBS Group AGTRIM26,9488,561-68.2%$283.5K2025-Q1
CITADEL ADVISORS LLCADD28,06437,200+32.6%$1.3M2024-Q4
UBS Group AGDOUBLED8,24826,948+226.7%$936.4K2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM20,9009,800-53.1%$340.6K2024-Q4
MORGAN STANLEYADD32,69358,737+79.7%$2.0M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW33,349$1.1M2024-Q3
9 unique insiders with 5 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Valles Noe GDirectorBUY623$0.00$0.00
May 20, 2026Wargo Kyle RDirectorA623$0.00$0.00
May 20, 2026Washburn LaDana RDirectorA623$0.00$0.00
May 20, 2026Campbell Richard DDirectorA623$0.00$0.00
May 20, 2026Valles Noe GDirectorA623$0.00$0.00
May 19, 2026Stein James D.DirectorSELL1,560$40.07$62.5K
May 18, 2026Stein James D.DirectorSELL13,504$40.01$540.3K
May 11, 2026Stein James D.DirectorSELL4,936$40.06$197.7K
May 8, 2026Stein James D.DirectorSELL10,000$40.38$403.8K
Apr 1, 2026Stein James D.DirectorA372,872$0.00$0.00
Mar 16, 2026Newsom Mikella DChief Risk Officer & SecretaryA358$0.00$0.00
Mar 14, 2026Newsom Mikella DChief Risk Officer & SecretaryF184$40.74$7.5K
Feb 19, 2026Crockett Steven BCFO and TreasurerF582$41.86$24.4K
Feb 18, 2026Bates Brent AA2,283$0.00$0.00
Feb 18, 2026Crockett Steven BCFO and TreasurerA5,306$0.00$0.00
Feb 17, 2026Bates Brent AF840$42.50$35.7K
Feb 11, 2026Griffith Curtis CChairman and CEOG4,000$0.00$0.00
Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$47.00 mean target +16.0% upside Buy (3.00)
$46.00 Low $48.00 High
MetricValue
Current Price$40.52
Target Low$46.00
Target Mean$47.00
Target Median$47.00
Target High$48.00
# Analysts3
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.95 $0.94 $0.96 10.9% -0.2% 0↑ 3↓ $0.1B 17.3% 3
Next Q
2026-09-30
$0.99 $0.97 $1.00 3.1% -2.0% 0↑ 3↓ $0.1B 20.1% 3
Current FY
2026-12-31
$3.85 $3.76 $3.90 11.8% +0.2% 0↑ 2↓ $0.2B 17.4% 3
Next FY
2027-12-31
$4.10 $4.00 $4.15 6.6% -2.3% 0↑ 3↓ $0.3B 8.8% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.953
7d ago$1.000-0.047
30d ago$0.955-0.002
60d ago$0.955-0.002
90d ago$0.955-0.002
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 2, 2026 Piper Sandler UPGRADE Neutral Overweight
Jan 7, 2026 Raymond James MAINTAIN Outperform Outperform
Dec 12, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20262610089%
Apr 1, 20262710090%
Mar 1, 20262620080%
Feb 1, 20262620080%
Jan 1, 20262620080%
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 28, 2026
earnings
South Plains Financial, Inc. Reports First Quarter 2026 Financial Results
<p align="justify">LUBBOCK, Texas, April 28, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc. (NASDAQ:SPFI) (“South Plains” or the “Company”),
Apr 28, 2026
earnings_calendar
SPFI Q1 2026 Earnings Scheduled — 2026-04-28
Apr 16, 2026
dividend
South Plains Financial, Inc. Declares Quarterly Cash Dividend
<p align="justify">LUBBOCK, Texas, April 16, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc. (NASDAQ:SPFI) (“South Plains”), the parent compan
Apr 14, 2026
earnings
South Plains Financial, Inc. Announces First Quarter 2026 Earnings Call
<p align="center"> </p>
Apr 1, 2026
m_and_a
South Plains Financial, Inc. completes merger with BOH Holdings, Inc.
<p align="justify">LUBBOCK, Texas, April 01, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc. (NASDAQ:SPFI) (“South Plains” or the “Company”),
Apr 1, 2026
m_and_a
South Plains Financial, Inc. Completes Merger With BOH Holdings, Inc.
<p align="justify">LUBBOCK, Texas, April 01, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc. (NASDAQ:SPFI) (“South Plains” or the “Company”),
Mar 23, 2026
m_and_a
South Plains Financial, Inc. and BOH Holdings, Inc. Announce All Required Regulatory and Shareholder Approvals Received for Proposed Merger
<p align="justify">LUBBOCK, Texas, March 23, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc. (NASDAQ:SPFI) (“South Plains” or the “Company”),
Mar 9, 2026
other
South Plains Financial, Inc. Publishes 2025 Community Impact Report
<p align="justify">LUBBOCK, Texas, March 09, 2026 (GLOBE NEWSWIRE) -- South Plains Financial, Inc. (NASDAQ:SPFI) (“South Plains” or the “Company”),