NYSE$SFBS

ServisFirst Bancshares Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

ServisFirst Bancshares reported Q4 2025, net income of $86.4M, diluted EPS of $1.58.

For Q4 2025, ServisFirst Bancshares reported net income of $86.4M, diluted EPS was $1.58. The filing discusses segment trends, liquidity, and management's outlook for upcoming periods.

  • Net income $86.4M.
  • Diluted EPS $1.58.
  • ServisFirst Bancshares updated capital allocation and operating priorities.

Headline financials

Total Revenue

$251M

Previous: $132M+90.5%
EPS (adj)

$1.58

Previous: $1.19+32.8%
Net Income

$86.4M

Previous: $65.2M+32.5%
Operating Income

$108M

No prior period

Revenue & EPS history

ServisFirst · Revenue · Quarterly

$251M

Q4 2025+90.5%vs Q4 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

ServisFirst · $2.84M total across 2 segments · Q2 2023

  • Service Charges on Deposit Accounts
    $2.14M
  • Mortgage Banking
    $696K

Forward guidance

Management discusses ServisFirst Bancshares's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • ServisFirst Bancshares cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.9%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+3.8%

Avg return

30 days after

60%

29 / 48 earnings

Positive

+19.7%

Q2 2023

Best reaction

-12.9%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.7%+1.4%-0.9%
Q4 2025+15.1%+7.2%+13.7%
Q3 2025-7.3%-7.1%-11.2%
Q2 2025-1.7%+0.3%+1.1%
Q1 2025-0.0%+1.9%+5.7%
Q4 2024+2.7%+1.1%-0.1%
Q3 2024-1.4%-3.5%+8.2%
Q2 2024+17.0%+13.2%+7.9%
Q1 2024+4.0%+0.9%+6.5%
Q4 2023+4.8%-3.0%-6.9%
Q3 2023-1.9%-9.4%+0.3%
Q2 2023+19.7%+15.3%+19.9%
Q1 2023-0.5%+0.4%-9.1%
Q4 2022-9.7%-6.7%+1.9%
Q3 2022-12.9%-18.0%-10.6%
Q2 2022+2.0%+1.5%+16.5%
Q1 2022+5.1%+1.4%-4.5%
Q4 2021+2.5%+1.4%+3.2%
Q3 2021+5.4%+4.8%+11.1%
Q2 2021+2.7%+3.6%+6.4%
Q1 2021-2.1%+1.2%+7.2%
Q4 2020+1.1%-5.0%+17.9%
Q3 2020+3.7%+3.8%+3.4%
Q2 2020+7.2%+6.9%+8.6%
Q1 2020+2.7%+7.7%+10.7%
Q4 2019+8.8%+3.1%+9.5%
Q3 2019+5.4%+4.0%+8.4%
Q2 2019-3.8%-2.1%-10.7%
Q1 2019-2.5%-5.0%-6.3%
Q4 2018-1.9%-1.4%+3.7%
Q3 2018+2.2%-1.6%+5.2%
Q2 2018-4.5%-4.5%+0.2%
Q1 2018+5.7%+4.2%+4.4%
Q4 2017+2.4%+0.1%-1.0%
Q3 2017+3.1%+5.5%+1.1%
Q2 2017+0.3%+0.6%-4.9%
Q1 2017+6.1%+10.6%+6.1%
Q4 2016+2.9%+4.2%+7.9%
Q3 2016-2.7%+0.7%+22.2%
Q2 2016+3.6%+1.4%+0.4%
Q1 2016+5.5%
Q4 2015-0.7%
Q3 2015+4.2%
Q2 2015-1.8%
Q1 2015+2.1%
Q4 2014-0.8%
Q3 2014-0.1%
Q2 2014-0.3%
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2011
Q1 2012
Q4 2011
Q4 2010
Q4 2009
Q3 2010
Q3 2011
Q2 2011
Q2 2010
Q1 2010

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