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SEC EDGAR: CIK 705432SBSI stock profile & AI dashboard →

13F Pro Quality Score

37.2/100

Rank #2,239 of 2,962 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

20.0/100

Profitability

87.0/100

Balance Sheet

40.9/100

Earnings Quality

77.5/100

Free Cash Flow

95.3/100

Institutional Flow

26.4/100

Revenue Scale

26.5/100

Dilution Risk

3.1/100
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SBSI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for SOUTHSIDE BANCSHARES INC (SBSI), a Financials sector company. 13F Pro's AI-powered ranking engine scores SBSI at 37.2/100 on a 32-signal composite quality model, placing it at rank #2,239 of 2,962 stocks — the bottom half of the AI-ranked universe. SBSI scores in the top quartile across free cash flow (95.3), profitability (87.0), earnings quality (77.5). Areas of concern include revenue growth (20.0) and institutional flow (26.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 3.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SOUTHSIDE BANCSHARES INC reports quarterly revenue of $71.3M, net income of $26.8M, an operating margin of 45.7%. Top institutional holders of SBSI by reported 13-F value include BlackRock, DIMENSIONAL FUND ADVISORS, STATE STREET, based on the most recent SEC filings. SBSI trades on the NYSE exchange and files with the SEC under CIK 705432. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SBSI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SOUTHSIDE BANCSHARES INC directly from SEC EDGAR. SOUTHSIDE BANCSHARES INC's 13F Pro composite quality score has ranged between 32 and 39 since 2026, currently 37.2 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.

Fun facts about SOUTHSIDE BANCSHARES INC

Quirks, history, and lore behind SBSI — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A community bank holding company · listed on Nasdaq · headquartered in East Texas · focused squarely on commercial and retail banking.
  • 2
    The Numbers
    Total assets in the range of $4–5 billion — big enough to matter, small enough that Wall Street rarely calls. Pays a consistent dividend that income investors quietly love.
  • 3
    The History
    Founded in Tyler, Texas in the 1960s, it has grown steadily through decades of acquisitions across the Lone Star State without ever chasing a flashy national footprint.
  • 4
    The Secret
    Its bread and butter is real estate and commercial loans in smaller Texas markets — the kind of towns where the local bank officer still knows your name.
  • 5
    The Lore
    It has operated through oil booms and busts, the savings-and-loan crisis, and multiple recessions while keeping its Texas roots firmly planted — a quiet survivor in a volatile region.
  • 6
    The Giveaway
    The ticker spells it out: a Southside institution based in Tyler, Texas, this bancshares company has been banking the south side of the Piney Woods for generations.
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Revenue

Q2 2026

$71.3M

Net Income

Q2 2026

$26.8M

Free Cash Flow

Q2 2026

$27.5M

Operating Margin

Q2 2026

45.7%

ROIC

Q2 2026

11.9%

D/E Ratio

Q2 2026

0.24

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-8.1% YoY
$237.0MFY 2025
FY22 $253.2MFY23 $250.9MFY24 $257.9MFY25 $237.0M

Net Income

-21.8% YoY
$69.2MFY 2025
FY22 $105.0MFY23 $86.7MFY24 $88.5MFY25 $69.2M

EPS (Diluted)

-21.3% YoY
$2.29FY 2025
FY22 $3.26FY23 $2.82FY24 $2.91FY25 $2.29

Total Assets

-0.0% YoY
$8.51BFY 2025
FY22 $7.56BFY23 $8.28BFY24 $8.52BFY25 $8.51B

Total Debt

+96.9% YoY
$300.0MFY 2025
FY22 $158.9MFY23 $154.1MFY24 $152.3MFY25 $300.0M

Op. Cash Flow

-7.9% YoY
$93.8MFY 2025
FY22 $226.5MFY23 $79.9MFY24 $101.8MFY25 $93.8M

Free Cash Flow

-19.0% YoY
$73.5MFY 2025
FY22 $217.2MFY23 $73.0MFY24 $90.7MFY25 $73.5M

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Available Research

13F Pro tracks comprehensive data for SOUTHSIDE BANCSHARES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of SBSI

Companies Similar to SBSI

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

PEBO

PEOPLES BANCORP INC

48
AI score
Similar quality profile · 6 shared holders
GSBC

GREAT SOUTHERN BANCORP, INC.

44
AI score
Similar quality profile · 5 shared holders
NTB

Bank of N.T. Butterfield & Son Ltd

45
AI score
Similar quality profile · 5 shared holders
RBB

RBB Bancorp

48
AI score
Similar quality profile · 4 shared holders
FISI

FINANCIAL INSTITUTIONS INC

51
AI score
Similar quality profile · 6 shared holders
STBA

S&T BANCORP INC

50
AI score
Similar quality profile · 6 shared holders

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is SBSI a good stock to buy?

13F Pro's AI-powered analysis of SOUTHSIDE BANCSHARES INC (SBSI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SBSI are available on the SBSI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SBSI is classified as a small company.

Which hedge funds own SBSI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SBSI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SOUTHSIDE BANCSHARES INC's investment landscape.