Research Analysts Offer Predictions for Hilltop Q2 Earnings

Hilltop Holdings Inc. (NYSE:HTH) – Analysts at Zacks Research decreased their Q2 2025 earnings per share (EPS) estimates for Hilltop in a research report issued on Monday, November 18th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $0.33 per share for the quarter, down from their previous estimate of $0.36. The consensus estimate for Hilltop’s current full-year earnings is $1.46 per share. Zacks Research also issued estimates for Hilltop’s Q4 2025 earnings at $0.43 EPS, FY2025 earnings at $1.48 EPS, Q1 2026 earnings at $0.39 EPS, Q2 2026 earnings at $0.41 EPS, Q3 2026 earnings at $0.45 EPS and FY2026 earnings at $1.71 EPS.

Hilltop (NYSE:HTH) last announced its quarterly earnings results on Thursday, October 24th. The financial services provider reported $0.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.09. Hilltop had a return on equity of 4.90% and a net margin of 6.65%. The company had revenue of $411.49 million for the quarter, compared to the consensus estimate of $302.29 million. During the same quarter in the previous year, the business earned $0.57 EPS.

HTH has been the topic of several other reports. Keefe, Bruyette & Woods lifted their price objective on Hilltop from $33.00 to $35.00 and gave the company a “market perform” rating in a research report on Monday, July 29th. Stephens lifted their price objective on Hilltop from $33.00 to $34.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 30th. Finally, StockNews.com raised Hilltop from a “sell” rating to a “hold” rating in a research report on Thursday, October 10th. Four research analysts have rated the stock with a hold rating, According to data from MarketBeat, Hilltop presently has a consensus rating of “Hold” and a consensus target price of $34.50.

Hilltop Price Performance

Shares of NYSE:HTH opened at $31.29 on Thursday. Hilltop has a 1 year low of $28.58 and a 1 year high of $35.66. The company has a market cap of $2.03 billion, a PE ratio of 19.20 and a beta of 1.14. The stock’s 50-day moving average is $31.74 and its 200 day moving average is $31.52.

Hedge Funds Weigh In On Hilltop

Several hedge funds and other institutional investors have recently added to or reduced their stakes in HTH. Assenagon Asset Management S.A. lifted its position in Hilltop by 187.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 511,286 shares of the financial services provider’s stock valued at $16,443,000 after acquiring an additional 333,695 shares in the last quarter. Verition Fund Management LLC raised its stake in Hilltop by 419.7% during the 3rd quarter. Verition Fund Management LLC now owns 383,692 shares of the financial services provider’s stock valued at $12,340,000 after buying an additional 309,858 shares during the last quarter. Janus Henderson Group PLC raised its stake in Hilltop by 90.5% during the 3rd quarter. Janus Henderson Group PLC now owns 592,138 shares of the financial services provider’s stock valued at $19,043,000 after buying an additional 281,230 shares during the last quarter. Vanguard Group Inc. raised its stake in Hilltop by 2.9% during the 1st quarter. Vanguard Group Inc. now owns 5,393,284 shares of the financial services provider’s stock valued at $168,918,000 after buying an additional 153,697 shares during the last quarter. Finally, State Street Corp raised its stake in Hilltop by 4.4% during the 3rd quarter. State Street Corp now owns 2,568,227 shares of the financial services provider’s stock valued at $82,594,000 after buying an additional 107,348 shares during the last quarter. 57.13% of the stock is owned by institutional investors.

Insider Transactions at Hilltop

In related news, Director Hill A. Feinberg sold 17,157 shares of the company’s stock in a transaction that occurred on Thursday, August 29th. The stock was sold at an average price of $32.99, for a total value of $566,009.43. Following the transaction, the director now directly owns 544,979 shares of the company’s stock, valued at approximately $17,978,857.21. This represents a 3.05 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Martin Bradley Winges sold 30,851 shares of the company’s stock in a transaction that occurred on Thursday, November 7th. The shares were sold at an average price of $32.61, for a total value of $1,006,051.11. Following the completion of the transaction, the chief executive officer now directly owns 77,748 shares in the company, valued at $2,535,362.28. This trade represents a 28.41 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 29.30% of the company’s stock.

Hilltop Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 22nd. Stockholders of record on Friday, November 8th will be given a $0.17 dividend. The ex-dividend date is Friday, November 8th. This represents a $0.68 dividend on an annualized basis and a dividend yield of 2.17%. Hilltop’s dividend payout ratio is currently 41.72%.

About Hilltop

Hilltop Holdings Inc provides business and consumer banking services. It operates through three segments: Banking, Broker-Dealer, and Mortgage Origination. The Banking segment offers savings, checking, interest-bearing checking, and money market accounts; certificates of deposit; lines and letters of credit, home improvement and equity loans, loans for purchasing and carrying securities, term, agricultural and commercial real estate, equipment loans, and other lending products; and mortgage, commercial and industrial loans, and term and construction finance.