What is Zacks Research’s Estimate for Hilltop Q1 Earnings?

Hilltop Holdings Inc. (NYSE:HTH) – Zacks Research upped their Q1 2026 earnings per share estimates for shares of Hilltop in a research note issued to investors on Monday, January 19th. Zacks Research analyst Team now expects that the financial services provider will earn $0.38 per share for the quarter, up from their prior estimate of $0.36. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Hilltop’s current full-year earnings is $1.51 per share. Zacks Research also issued estimates for Hilltop’s Q4 2026 earnings at $0.57 EPS and FY2026 earnings at $1.82 EPS.

Hilltop (NYSE:HTH) last issued its quarterly earnings data on Thursday, October 23rd. The financial services provider reported $0.74 EPS for the quarter, beating the consensus estimate of $0.49 by $0.25. Hilltop had a return on equity of 7.18% and a net margin of 9.86%.The company had revenue of $330.20 million for the quarter, compared to analyst estimates of $309.68 million. During the same period last year, the company earned $0.46 earnings per share.

Other equities research analysts have also issued reports about the company. Stephens boosted their price objective on Hilltop from $35.00 to $36.00 and gave the stock an “equal weight” rating in a research note on Monday, October 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Hilltop in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $34.00.

Hilltop Stock Down 0.8%

HTH opened at $35.41 on Wednesday. Hilltop has a 52-week low of $27.35 and a 52-week high of $36.13. The firm’s fifty day simple moving average is $34.48 and its two-hundred day simple moving average is $33.31. The company has a market cap of $2.17 billion, a price-to-earnings ratio of 14.11 and a beta of 0.91.

Hilltop Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, November 21st. Shareholders of record on Friday, November 7th were given a $0.18 dividend. The ex-dividend date was Friday, November 7th. This represents a $0.72 dividend on an annualized basis and a yield of 2.0%. Hilltop’s payout ratio is currently 28.69%.

Insider Activity at Hilltop

In other news, CAO Keith E. Bornemann sold 2,200 shares of the stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $35.00, for a total transaction of $77,000.00. Following the completion of the transaction, the chief accounting officer directly owned 8,692 shares in the company, valued at approximately $304,220. This represents a 20.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 29.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of HTH. Hantz Financial Services Inc. acquired a new stake in shares of Hilltop during the second quarter valued at about $27,000. EverSource Wealth Advisors LLC lifted its holdings in shares of Hilltop by 584.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,075 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 918 shares during the last quarter. Danske Bank A S purchased a new position in shares of Hilltop during the 3rd quarter worth approximately $43,000. Smartleaf Asset Management LLC increased its holdings in Hilltop by 42.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,334 shares of the financial services provider’s stock valued at $45,000 after purchasing an additional 399 shares during the last quarter. Finally, GAMMA Investing LLC increased its holdings in Hilltop by 141.8% in the 2nd quarter. GAMMA Investing LLC now owns 1,400 shares of the financial services provider’s stock valued at $42,000 after purchasing an additional 821 shares during the last quarter. Institutional investors and hedge funds own 57.13% of the company’s stock.

Trending Headlines about Hilltop

Here are the key news stories impacting Hilltop this week:

• Positive Sentiment: Zacks Research has raised multiple near‑ and medium‑term EPS estimates for HTH (Q2–Q4 2026, Q1–Q4 2027 and FY2027) and bumped its FY2027 outlook to $2.17 from $2.10, while maintaining a “Strong‑Buy” rating — a notable earnings upgrade trend that can lift investor expectations. Zacks / MarketBeat Coverage
• Positive Sentiment: HTH was included in Zacks’ list of “5 Stocks With Strong Relative Price Strength to Start 2026,” signaling improving price momentum and rising analyst sentiment that may attract momentum investors. 5 Stocks With Strong Relative Price Strength to Start 2026
• Neutral Sentiment: Hilltop scheduled its Q4 and full‑year 2025 earnings conference call and webcast for Jan 30 — management commentary (CEO Jeremy Ford and CFO William Furr) and Q4 results will be the next major catalyst and could increase volatility around the stock. Earnings Conference Call Announcement
• Neutral Sentiment: Recent coverage discussing Hilltop’s exposure to capital markets and business mix may prompt investors to re‑evaluate risk/return profiles ahead of earnings; read more for context on potential business drivers and sensitivities. Hilltop Capital Markets Exposure

Hilltop Company Profile

Hilltop Holdings, Inc (NYSE: HTH) is a Dallas, Texas–based financial holding company offering commercial banking, mortgage lending and capital markets services through its three primary subsidiaries: PlainsCapital Corporation, PrimeLending and HilltopSecurities. PlainsCapital provides deposit, lending and treasury management solutions to small and mid-sized businesses, professionals and individuals. PrimeLending specializes in home purchase and refinance loans, serving retail, wholesale and correspondent channels.