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Q2 2026 · read from the 30 June 2026 Call Report · United States · South Central · Arkansas, the state note

Simmons Bank

Pine Bluff, Arkansas · $24.73B in assets · beside the 11 other the South Central states banks over $10B (the state alone holds too few in the band to rank)

The filing

345.4%
CRE / capital
12th of 12
46.3%
CRE / loans
10th of 12
1.19%
ROA
10th of 12

Simmons Bank is the sixth largest of the 12 the South Central states banks nearest its size over $10B, with $24.73B in assets at 30 June 2026. Loans are 90.7% of deposits, 6th of 12 against a median of 90.8%, and equity is 13.1% of assets, 4th of 12. Loans grew +5.6% in the year, 6th of 12, and deposits fell 9.8%; the cohort's median loan growth is +5.3%.

Noncurrent loans are 0.92% of the book, 6th of 12 against a median of 0.92%; 0.29% is 30 to 89 days past due, and the allowance covers them 1.4 times. Net charge-offs are 0.20% of loans, 10th of 12. Commercial real estate is 46.3% of loans, 10th of 12 against a median of 36.9%, and 345% of capital, above the 300% screen, with construction at 106% against the 100% screen.

Return on assets is 1.19%, 10th of 12 against a median of 1.39%, on an efficiency ratio of 56.8%, 9th of 12. Five years ago it was 1.35%. The question is what the concentration does under a commercial real estate stress, and how much of it is owner-occupied (owner-occupied nonresidential is 13.0% of loans).

Commercial real estate against capital, the 300% screenSouth Central states banks over $10B · 30 June 2026 · lower is stronger, listed first
median 252% FH First Horizon Bank 143% HW Hancock Whitney Bank 146% AB Arvest Bank 213% OB Origin Bank 227% TB Trustmark Bank 237% SY Stock Yards Bank & Trust Co. 248% CB Centennial Bank 257% BO Bank Ozk 260% F Firstbank 269% RB Renasant Bank 272% SB Servisfirst Bank 307% SB Simmons Bank 345%
Loans, year over yearSouth Central states banks over $10B · 30 June 2026 · no better direction, largest first
median +5.3% F Firstbank +30.4% SY Stock Yards Bank & Trust Co. +15.1% CB Centennial Bank +12.9% SB Servisfirst Bank +9.3% AB Arvest Bank +7.0% SB Simmons Bank +5.6% OB Origin Bank +5.0% HW Hancock Whitney Bank +4.9% TB Trustmark Bank +3.9% FH First Horizon Bank +3.4% RB Renasant Bank +2.7% BO Bank Ozk -1.3%

SBA 7(a), FY2008 to FY2026

Simmons Bank is the 14th largest 7(a) lender into Texas of 706, with $615M across 1,266 loans, 1.4% of everything approved in the state (Live Oak Banking Company leads with $2.53B). 495 of its 540 markets have had no approvals since before FY2023: an absence in the record, not a stated withdrawal.

Where it lends in Texas, and where it has gone quietshare movement, FY2023 to FY2025 against FY2020 to FY2022; outlined counties are on the book
Gaining shareLosing shareFlatGone quiet: nothing since FY2023Too thin to read a directionNo record
Every market on the book, largest firstrank and share among every lender in the county, FY2008 to FY2026
CountyApprovedRankShareTrend
Harris, TX$176M11th of 3142.2%-0.8 pts
Greene, MO$142M2nd of 8017.7%-1.3 pts
Tarrant, TX$68M14th of 2811.8%-0.6 pts
Montgomery, TX$67M4th of 1655.6%-1.8 pts
Dallas, TX$59M24th of 3141.1%-0.5 pts
Shelby, TN$54M2nd of 1396.9%-1.2 pts
Christian, MO$45M1st of 5223.5%+1.0 pts
Jasper, MO$40M2nd of 5818.0%quiet FY2019
Saint Louis, MO$39M9th of 1782.7%+0.3 pts
Taney, MO$34M1st of 5919.5%-0.6 pts
Fort Bend, TX$32M13th of 1802.1%quiet FY2022
Maricopa, AZ$32M48th of 3030.4%quiet FY2020
Denton, TX$24M19th of 2241.3%quiet FY2021
527 smaller markets not shown.
What it lends to: the five largest industries on the bookshare of book is concentration; share of sector and rank are position, among every 7(a) lender nationally
IndustryLoansApprovedShare of bookShare of sectorRank
Other services1,391$427M24.3%1.22%12th of 2,248
Accommodation & food services705$346M19.7%0.45%53rd of 2,596
Retail trade527$214M12.1%0.35%58th of 2,589
Manufacturing226$135M7.7%0.34%49th of 2,246
Arts, entertainment & recreation311$127M7.2%0.88%20th of 1,656
7(a) lenders into Texas, share of approvals since FY2008706 lenders on record; the ten largest and Simmons Bank
LO Live Oak Banking Company 5.8% $2.53B · 1,820 loans TH The Huntington National Bank 5.2% $2.28B · 3,585 loans WF Wells Fargo Bank National Associa… 4.6% $2.02B · 7,244 loans PB PNC Bank, National Association 3.9% $1.70B · 8,154 loans JC JPMorgan Chase Bank, National Ass… 3.4% $1.49B · 7,339 loans WB Wallis Bank 3.2% $1.41B · 1,134 loans CB Celtic Bank Corporation 2.0% $879M · 1,359 loans Bo Bank of Hope 1.7% $741M · 1,359 loans RL Readycap Lending, LLC 1.7% $728M · 1,216 loans EB Enterprise Bank & Trust 1.6% $717M · 569 loans SB Simmons Bank 1.4% $615M · 1,266 loans

Commercial real estate against capital

Commercial real estate concentrationthe 2006 interagency screens against total risk-based capital; owner-occupied excluded; bold marks a screen met
Simmons BankRankCohort median
Total CRE against capital, the 300% screen345%12th of 12252%
Construction against capital, the 100% screen106%12th of 1267%
Construction and land development, share of loans14.2%10th of 129.8%
Non-owner-occupied nonfarm nonresidential, share of loans27.6%12th of 1221.4%
Total CRE, the guidance definition, share of loans46.3%10th of 1236.9%
CRE growth over 36 months, the third prong+4.0%3rd of 12+14.8%

Among its peers

Where it sits among its peersnavy: the stronger half of each column; amber: the weaker; darker at the ends
InstitutionAssetsROAEfficiencyNPA / loansNet charge-offsAllowance / loansLoans / depositsEquity / assets
First Horizon Bank$84.12B1.4%56.0%0.83%0.19%1.1%95.7%11.2%
Bank Ozk$41.70B1.6%39.5%0.92%0.62%1.4%95.8%15.1%
Hancock Whitney Bank$36.33B1.0%55.3%0.57%0.17%1.3%82.4%12.0%
Arvest Bank$28.05B0.5%81.6%0.86%0.37%1.1%83.2%8.4%
Renasant Bank$26.99B1.4%55.7%0.96%0.05%1.5%87.7%15.4%
Simmons Bank$24.73B1.2%56.8%0.92%0.20%1.3%90.7%13.1%
Centennial Bank$24.55B2.0%42.2%0.55%0.07%1.9%87.1%17.2%
Trustmark Bank$19.19B1.3%63.0%1.14%0.12%1.0%87.6%11.6%
Servisfirst Bank$18.34B1.9%29.6%1.18%0.17%1.3%99.5%10.9%
Firstbank$16.76B1.5%52.8%1.40%0.08%1.5%90.9%11.7%
Stock Yards Bank & Trust Co.$10.36B1.6%52.6%0.31%0.00%1.4%93.0%12.0%
Origin Bank$10.18B1.2%57.1%0.97%0.08%1.2%92.6%11.7%
Five years, 2021 to 2026same quarter, five years apart; dollars as growth, ratios in points
Simmons BankCohort median
20212026Change20212026Change
Loans$11.42B$18.08B+58%$10.62B$17.56B+65%
Deposits$18.53B$19.93B+8%$14.43B$19.75B+37%
NPA / loans0.71%0.92%+0.21 pts0.61%0.92%+0.31 pts
Efficiency57.2%56.8%-0.5 pts62.9%55.5%-7.4 pts
ROA1.35%1.19%-0.16 pts1.40%1.39%-0.01 pts

This read was prepared for Simmons Bank's board and management from the public record, and is one slice of what Lynx builds for any bank from its own filing: the peer cohort, the capital, liquidity and rate models with the assumptions the institution sets, and a summary report of twenty sections for the board.

The full pack on Simmons Bank is prepared on request, and thirty days on the institution's own numbers are open to anyone at the bank.

Ask for the pack

Prepared 7 September 2026
Filing 30 June 2026
Cohort South Central states banks over $10B
Institution www.simmonsbank.com

Public record only: FFIEC Call Report, 30 June 2026; FDIC data; cohort by New England and asset band; SBA 7(a) FOIA release as of the 2026 file, loans credited to the institution holding them today. Computed from the institution's own Call Report and its peers' as published; no estimate, no adjustment; not a rating, not an audited statement and not a supervisory judgement.

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