Simmons First National (US:SFNC) The Motley Fool·2025-12-08 22:42Company Overview - Simmons First National Corporation is a regional banking institution that offers a diversified range of financial services, focusing on traditional and specialized banking solutions [6] - The company operates an extensive branch network, providing access to financial services through nearly 200 financial centers in the South-Central United States [9] Financial Performance - As of the most recent reporting period, Simmons First National reported a total revenue of $638.14 million and a net income of -$427.31 million [4] - The company's dividend yield stands at 4.52%, with shares priced at $18.67 as of December 5, 2025 [4] Recent Developments - Mendon Capital Advisors acquired a new position in Simmons First National, purchasing 406,570 shares valued at approximately $7.79 million during the third quarter of 2025 [1][2] - This new stake represents 2.99% of Mendon Capital's total reportable U.S. equity assets, which amounted to $260.71 million as of September 30, 2025 [3] Market Performance - As of December 5, 2025, Simmons First National's shares have decreased by 19.7% over the past year, underperforming the S&P 500 by 34.0 percentage points [3] - The stock has generated a five-year compound annual growth rate (CAGR) of only 1.2%, compared to the S&P 500's CAGR of 14.9% and the KRE's CAGR of 7.9% [12] Strategic Positioning - The company is currently undergoing a strategic repositioning aimed at freeing up capital, following a significant pre-tax loss due to a one-time sale of approximately $3.2 billion in assets [11]