Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering BOK Financial (BOKF) , which belongs to the Zacks Banks - Southwest industry.This Regional banking operator has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.16%.For the most recent quarter, BOK Financial was expected to post earni ...

Core Insights - Red River Bancshares (RRBI) reported quarterly earnings of $1.63 per share, exceeding the Zacks Consensus Estimate of $1.55 per share, and up from $1.27 per share a year ago, representing an earnings surprise of +5.16% [1] - The company achieved revenues of $31.91 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.93%, compared to $27.88 million in the same quarter last year [2] - Red River Bancshares has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The company has shown a strong performance with a year-to-date stock increase of approximately 23%, compared to the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the upcoming quarter is $1.60, with expected revenues of $31.06 million, and for the current fiscal year, the EPS estimate is $6.17 on revenues of $121.83 million [7] Market Outlook - The Zacks Industry Rank places the Banks - Southwest sector in the top 14% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - The estimate revisions trend for Red River Bancshares was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Core Insights - First Foundation (FFWM) reported quarterly earnings of $0.16 per share, significantly exceeding the Zacks Consensus Estimate of $0.02 per share, marking an earnings surprise of +700% [1] - The company generated revenues of $63.6 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.74% and showing an increase from $61.06 million year-over-year [2] - The stock has underperformed the market, losing approximately 14.2% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $64.15 million, and for the current fiscal year, it is $0.09 on revenues of $245.1 million [7] - The estimate revisions trend for First Foundation was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Banks - Southwest industry, to which First Foundation belongs, is currently ranked in the top 14% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8]

Core Insights - First Financial Bankshares Inc (FFIN) is a significant player in the financial services sector, particularly in the Texas region, and has shown confidence from its leadership through stock purchases [1] Financial Performance - For Q3 2025, FFIN reported a net income of $52.27 million, down from $55.31 million in Q3 2024 and significantly lower than $66.66 million in the previous quarter [2] - The diluted earnings per share for Q3 2025 was $0.36, missing the Zacks Consensus Estimate of $0.47 per share by 23.40% [2] - Revenues for the same quarter were $164.67 million, exceeding the Zacks Consensus Estimate by 1.96% and showing an increase from $142.1 million reported a year ago [3] Impact of Fraudulent Activity - The quarter's performance was adversely affected by a $21.55 million credit loss due to fraudulent activity involving a commercial borrower, which the company is addressing through legal actions [3] - Despite this setback, core earnings trends remain positive, with nearly 12% year-to-date earnings growth compared to 2024 [4] Stock Performance - FFIN's stock is currently priced at $30.88, reflecting a decrease of approximately 1.46% [4] - The company's market capitalization is around $4.42 billion, with a trading volume of 528,272 shares, indicating resilience and potential for recovery [4]

Core Insights - Prosperity Bancshares reported quarterly earnings of $1.45 per share, matching the Zacks Consensus Estimate, and showing an increase from $1.34 per share a year ago [1] - The company posted revenues of $314.67 million for the quarter ended September 2025, which was 0.6% below the Zacks Consensus Estimate, but up from $302.79 million year-over-year [2] - The stock has underperformed the market, losing about 16% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [1] - The current consensus EPS estimate for the upcoming quarter is $1.42, with expected revenues of $335.32 million, and for the current fiscal year, the estimate is $5.69 on $1.27 billion in revenues [7] Market Outlook - The estimate revisions trend for Prosperity Bancshares was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The outlook for the industry, specifically the Banks - Southwest sector, is currently in the top 26% of Zacks industries, suggesting a favorable environment for stocks in this category [8]

Core Insights - Southside Bancshares (SBSI) reported quarterly earnings of $0.8 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and showing an increase from $0.68 per share a year ago, resulting in an earnings surprise of +11.11% [1][2] - The company achieved revenues of $70.53 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.04% and up from $66.25 million year-over-year [2] - Southside Bancshares has outperformed consensus EPS estimates in all four quarters over the past year and has topped revenue estimates three times during the same period [2] Earnings Outlook - The future performance of Southside Bancshares' stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.72 on revenues of $71 million, while for the current fiscal year, the estimate is $2.86 on revenues of $276.1 million [7] Industry Context - The Banks - Southwest industry, to which Southside Bancshares belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Core Insights - PCB Bancorp reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.61 per share, and up from $0.52 per share a year ago, representing an earnings surprise of +27.87% [1] - The company posted revenues of $30.39 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.19%, but up from $25.34 million year-over-year [2] - PCB Bancorp has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $30.7 million, while for the current fiscal year, the estimate is $2.37 on revenues of $117.25 million [7] - The estimate revisions trend for PCB Bancorp was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Banks - Southwest industry, to which PCB Bancorp belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - First Financial Bankshares (FFIN) reported quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.47 per share, and down from $0.39 per share a year ago [1][2] - The company posted revenues of $164.67 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.96% and up from $142.1 million year-over-year [3] - The stock has underperformed the market, losing about 10.8% since the beginning of the year compared to the S&P 500's gain of 13.9% [4] Earnings Performance - The earnings surprise for the recent quarter was -23.40%, while the previous quarter saw a positive surprise of +4.44% [2] - Over the last four quarters, First Financial has surpassed consensus EPS estimates two times and topped consensus revenue estimates four times [2][3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.47 on revenues of $163 million, and for the current fiscal year, it is $1.81 on revenues of $635.7 million [8] - The estimate revisions trend for First Financial was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [7] Industry Context - The Banks - Southwest industry, to which First Financial belongs, is currently in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Another company in the same industry, Southside Bancshares (SBSI), is expected to report quarterly earnings of $0.72 per share, reflecting a year-over-year change of +5.9% [10]

Core Insights - ACNB reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.20 per share, and showing a significant increase from $0.84 per share a year ago, resulting in an earnings surprise of +18.33% [1] - The company achieved revenues of $40.55 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.64% and up from $27.77 million year-over-year [2] - ACNB shares have increased approximately 11.5% year-to-date, compared to the S&P 500's gain of 13.9% [3] Earnings Outlook - The future performance of ACNB's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $1.17 on revenues of $39.38 million, and for the current fiscal year, it is $4.67 on revenues of $153.03 million [7] Industry Context - The Zacks Industry Rank places the Banks - Southwest sector in the top 24% of over 250 Zacks industries, indicating a favorable environment for stock performance [8] - Another company in the same industry, Prosperity Bancshares, is expected to report quarterly earnings of $1.45 per share, reflecting a year-over-year increase of +8.2% [9]

Core Insights - Banc of California reported quarterly earnings of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing an increase from $0.25 per share a year ago, resulting in an earnings surprise of +11.76% [1] - The company achieved revenues of $287.73 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.30% and reflecting a year-over-year increase from $276.67 million [2] - Banc of California has outperformed consensus EPS estimates in all four of the last quarters, while it has only topped revenue estimates once in the same period [2] Future Outlook - The immediate price movement of Banc of California's stock will largely depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.38, with projected revenues of $296.67 million, and for the current fiscal year, the EPS estimate is $1.21 on revenues of $1.12 billion [7] - The Zacks Rank for Banc of California is currently 3 (Hold), indicating that the stock is expected to perform in line with the market in the near future [6] Industry Context - The Banks - Southwest industry, to which Banc of California belongs, is currently ranked in the top 25% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]