HOME BANCSHARES INC, 10-Q filed on 5/5/2026
Quarterly Report
v3.26.1
Cover - shares
3 Months Ended
Mar. 31, 2026
May 01, 2026
Cover [Abstract]    
Document Type 10-Q  
Document Quarterly Report true  
Document Period End Date Mar. 31, 2026  
Document Transition Report false  
Entity File Number 001-41093  
Entity Registrant Name HOME BANCSHARES, INC.  
Entity Incorporation, State or Country Code AR  
Entity Tax Identification Number 71-0682831  
Entity Address, Address Line One 719 Harkrider, Suite 100  
Entity Address, City or Town Conway  
Entity Address, State or Province AR  
Entity Address, Postal Zip Code 72032  
City Area Code 501  
Local Phone Number 339-2929  
Title of 12(b) Security Common Stock, par value $0.01 per share  
Trading Symbol HOMB  
Security Exchange Name NYSE  
Entity Current Reporting Status Yes  
Entity Interactive Data Current Yes  
Entity Filer Category Large Accelerated Filer  
Entity Small Business false  
Entity Emerging Growth Company false  
Entity Shell Company false  
Entity Common Stock, Shares Outstanding   201,413,423
Entity Central Index Key 0001331520  
Current Fiscal Year End Date --12-31  
Document Fiscal Year Focus 2026  
Document Fiscal Period Focus Q1  
Amendment Flag false  
v3.26.1
Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Assets    
Cash and due from banks $ 296,209 $ 237,224
Interest-bearing deposits with other banks 815,714 430,113
Cash and cash equivalents 1,111,923 667,337
Fed funds sold 6,025 3,000
Investment securities — available-for-sale, net of allowance for credit losses of $0 at both March 31, 2026 and December 31, 2025 (amortized cost of $3,038,388 and $3,088,820 at March 31, 2026 and December 31, 2025, respectively) 2,803,847 2,871,931
Investment securities — held-to-maturity, net of allowance for credit losses of $2,005 at both March 31, 2026 and December 31, 2025 1,256,635 1,259,262
Total investment securities 4,060,482 4,131,193
Loans receivable 15,633,628 15,686,209
Allowance for credit losses (297,634) (297,583)
Loans receivable, net 15,335,994 15,388,626
Bank premises and equipment, net 374,010 369,324
Foreclosed assets held for sale 40,874 39,831
Cash value of life insurance 221,830 220,469
Accrued interest receivable 106,628 108,939
Deferred tax asset, net 143,987 148,022
Goodwill 1,398,253 1,398,253
Core deposit intangibles 30,355 32,293
Other assets 371,318 374,592
Total assets 23,201,679 22,881,879
Deposits:    
Demand and non-interest-bearing 3,994,217 3,868,405
Savings and interest-bearing transaction accounts 11,971,866 11,792,828
Time deposits 1,772,192 1,818,724
Total deposits 17,738,275 17,479,957
Securities sold under agreements to repurchase 157,409 155,803
FHLB and other borrowed funds 500,250 500,250
Accrued interest payable and other liabilities 176,727 169,733
Subordinated debentures 279,433 279,265
Total liabilities 18,852,094 18,585,008
Stockholders’ equity:    
Common stock, par value $0.01; shares authorized 400,000,000 in 2026 and 2025; shares issued and outstanding 196,394,178 in 2026 and 196,357,167 in 2025 1,964 1,964
Capital surplus 2,191,243 2,201,923
Retained earnings 2,335,787 2,258,871
Accumulated other comprehensive loss (179,409) (165,887)
Total stockholders’ equity 4,349,585 4,296,871
Total liabilities and stockholders’ equity $ 23,201,679 $ 22,881,879
v3.26.1
Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Statement of Financial Position [Abstract]    
Allowance for credit losses, AFS $ 0 $ 0
Amortized cost 3,038,388 3,088,820
Allowance for credit losses, HTM $ 2,005 $ 2,005
Common stock, par value (in dollars per share) $ 0.01 $ 0.01
Common stock, shares authorized (in shares) 400,000,000 400,000,000
Common stock, shares issued (in shares) 196,394,178 196,357,167
Common stock, shares outstanding (in shares) 196,394,178 196,357,167
v3.26.1
Consolidated Statements of Income - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Interest income:    
Loans $ 273,473 $ 270,784
Investment securities    
Taxable 24,728 27,433
Tax-exempt 7,829 7,650
Deposits – other banks 4,945 6,620
Federal funds sold 48 55
Total interest income 311,023 312,542
Interest expense:    
Interest on deposits 79,145 86,786
FHLB and other borrowed funds 4,692 5,902
Securities sold under agreements to repurchase 927 1,074
Subordinated debentures 2,355 4,124
Total interest expense 87,119 97,886
Net interest income 223,904 214,656
Provision for credit losses on loans 1,500 0
Recovery of credit losses on unfunded commitments (1,000) 0
Total credit loss expense 500 0
Net interest income after credit loss expense 223,404 214,656
Non-interest income:    
Trust fees 5,482 4,760
Mortgage lending income 4,430 3,599
Insurance commissions 536 535
Increase in cash value of life insurance 1,368 1,842
Dividends from FHLB, FRB, FNBB & other 2,536 2,718
Gain on sale of SBA loans 80 288
Loss on sale of branches, equipment and other assets, net (7) (163)
Gain (loss) on OREO, net 707 (376)
Fair value adjustment for marketable securities (1,248) 442
Other income 9,102 11,442
Total non-interest income 42,803 45,426
Non-interest expense:    
Salaries and employee benefits 63,236 61,855
Occupancy and equipment 14,867 14,425
Data processing expense 8,884 8,558
Merger and acquisition expenses 394 0
Other operating expenses 26,594 28,090
Total non-interest expense 113,975 112,928
Income before income taxes 152,232 147,154
Income tax expense 34,023 31,945
Net income $ 118,209 $ 115,209
Basic earnings per share (in dollars per share) $ 0.60 $ 0.58
Diluted earnings per share (in dollars per share) $ 0.60 $ 0.58
Service charges on deposit accounts    
Non-interest income:    
Service charges $ 10,007 $ 9,650
Other service charges and fees    
Non-interest income:    
Service charges $ 9,810 $ 10,689
v3.26.1
Consolidated Statements of Comprehensive Income - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Statement of Comprehensive Income [Abstract]    
Net income $ 118,209 $ 115,209
Net unrealized (loss) gain on available-for-sale securities (17,653) 41,708
Other comprehensive (loss) income before tax effect (17,653) 41,708
Tax effect on other comprehensive loss (income) 4,131 (10,140)
Other comprehensive (loss) income (13,522) 31,568
Comprehensive income $ 104,687 $ 146,777
v3.26.1
Consolidated Statements of Stockholders' Equity - USD ($)
$ in Thousands
Total
Common Stock
Capital Surplus
Retained Earnings
Accumulated Other Comprehensive Loss
Beginning Balance at Dec. 31, 2024 $ 3,961,025 $ 1,989 $ 2,272,794 $ 1,942,350 $ (256,108)
Comprehensive income:          
Net income 115,209     115,209  
Other comprehensive income (loss) 31,568       31,568
Net issuance of shares of common stock from exercise of stock options 527 1 526    
Repurchase of shares of common stock (29,699) (10) (29,689)    
Share-based compensation net issuance of shares of restricted common stock 2,800 2 2,798    
Excise tax from repurchase of common stock (117)   (117)    
Cash dividends - Common Stock (38,758)     (38,758)  
Ending balance at Mar. 31, 2025 4,042,555 1,982 2,246,312 2,018,801 (224,540)
Beginning Balance at Dec. 31, 2025 4,296,871 1,964 2,201,923 2,258,871 (165,887)
Comprehensive income:          
Net income 118,209     118,209  
Other comprehensive income (loss) (13,522)       (13,522)
Repurchase of shares of common stock (13,893) (5) (13,888)    
Share-based compensation net issuance of shares of restricted common stock 3,213 5 3,208    
Cash dividends - Common Stock (41,293)     (41,293)  
Ending balance at Mar. 31, 2026 $ 4,349,585 $ 1,964 $ 2,191,243 $ 2,335,787 $ (179,409)
v3.26.1
Consolidated Statements of Stockholders' Equity (Parenthetical) - $ / shares
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Statement of Stockholders' Equity [Abstract]    
Net issuance of shares of common stock from exercise of stock options (in shares) 11,833 71,734
Common stock shares repurchased (in shares) 507,622 1,000,000
Issuance of restricted common stock (in shares) 532,800 252,000
Common stock, cash dividends per share (in dollars per share) $ 0.210 $ 0.195
v3.26.1
Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Operating Activities      
Net income $ 118,209 $ 115,209  
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation & amortization 7,456 7,190  
Decrease (increase) in value of equity securities 1,248 (442)  
Increase in value of equity method investments (1,321) (4,895)  
Increase in value of foreclosed assets 0 (1,253)  
Amortization of securities, net 2,985 3,347  
Accretion of purchased loans (1,061) (1,378)  
Share-based compensation 3,213 2,800  
Gain (loss) on assets (712) 251  
Provision for credit losses - loans 1,500 0 $ 24,100
Recovery of credit losses - unfunded commitments (1,000) 0  
Deferred income tax effect 8,166 6,437  
Increase in cash value of life insurance (1,368) (1,842)  
Originations of mortgage loans held for sale (156,716) (139,120)  
Proceeds from sales of mortgage loans held for sale 158,832 129,068  
Changes in assets and liabilities:      
Accrued interest receivable 2,311 4,146  
Other assets 1,099 (28,578)  
Accrued interest payable and other liabilities 7,994 26,074  
Net cash provided by operating activities 150,835 117,014  
Investing Activities      
Net increase in federal funds sold (3,025) (2,550)  
Net decrease (increase) in loans 47,238 (177,767)  
Purchases of investment securities – available-for-sale (25,802) 0  
Proceeds from maturities of investment securities – available-for-sale 73,110 107,669  
Proceeds from maturities of investment securities – held-to-maturity 2,765 5,319  
Redemption of other investments 2,255 3,184  
Purchases for improvements to foreclosed assets (161) 0  
Proceeds from sale of foreclosed assets 1,459 6,229  
Proceeds from sale of SBA loans 1,285 4,308  
Purchases of premises and equipment (11,579) (6,884)  
Proceeds from sale of premises and equipment 1,468 2,913  
Net cash provided by (used in) investing activities 89,013 (57,579)  
Financing Activities      
Net increase in deposits 258,318 395,194  
Net increase (decrease) in securities sold under agreements to repurchase 1,606 (949)  
Decrease in FHLB and other borrowed funds 0 (250)  
Proceeds from exercise of stock options, net 0 527  
Repurchase of common stock (13,893) (29,816)  
Dividends paid on common stock (41,293) (38,758)  
Net cash provided by financing activities 204,738 325,948  
Net change in cash and cash equivalents 444,586 385,383  
Cash and cash equivalents – beginning of year 667,337 910,347 1,295,730
Cash and cash equivalents – end of period $ 1,111,923 $ 1,295,730 $ 667,337
v3.26.1
Nature of Operations and Summary of Significant Accounting Policies
3 Months Ended
Mar. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Nature of Operations and Summary of Significant Accounting Policies Nature of Operations and Summary of Significant Accounting Policies
Nature of Operations
Home BancShares, Inc. (the "Company" or "HBI") is a bank holding company headquartered in Conway, Arkansas. The Company is primarily engaged in providing a full range of banking services to individual and corporate customers through its wholly-owned community bank subsidiary – Centennial Bank (sometimes referred to as "Centennial" or the "Bank"). As of March 31, 2026, the Bank had branch locations in Arkansas, Florida, South Alabama, Texas and New York City. The Company is subject to competition from other financial institutions. The Company also is subject to the regulation of certain federal and state agencies and undergoes periodic examinations by those regulatory authorities.
A summary of the significant accounting policies of the Company follows:
Operating Segments
Operating segments are components of an enterprise about which separate financial information is available that is evaluated regularly by the chief operating decision maker in deciding how to allocate resources and in assessing performance. The Bank is the only significant subsidiary upon which management makes decisions regarding how to allocate resources and assess performance. Each of the regions and branches of the Bank provide a group of similar banking services, including such products and services as commercial, real estate and consumer loans, time deposits, checking and savings accounts. The individual bank branches and regions have similar operating and economic characteristics. While the chief operating decision maker monitors the revenue streams of the various products, services, branch locations and regions, operations are managed, and financial performance is evaluated on a company-wide basis. Accordingly, all of the banking services and branch locations are considered by management to be aggregated into one reportable operating segment.
Use of Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.
Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses, the valuation of investment securities, and the valuation of foreclosed assets. In connection with the determination of the allowance for credit losses and the valuation of foreclosed assets, management obtains independent appraisals for significant properties.
Principles of Consolidation
The consolidated financial statements include the accounts of HBI and its subsidiaries. Significant intercompany accounts and transactions have been eliminated in consolidation.
Reclassifications
Various items within the accompanying consolidated financial statements for previous periods have been reclassified to provide more comparative information. These reclassifications had no effect on net earnings or stockholders’ equity.
Cash and Cash Equivalents
Cash and cash equivalents consist of cash on hand, cash held as demand deposits at various banks and the Federal Reserve Bank ("FRB") and interest-bearing deposits with other banks. Included in cash and cash equivalents were $8.8 million and $9.4 million of restricted cash as of March 31, 2026 and December 31, 2025, respectively.
Interim financial information
The accompanying unaudited consolidated financial statements have been prepared in condensed format, and therefore do not include all of the information and footnotes required by accounting principles generally accepted in the United States of America for complete financial statements.
The information furnished in these interim statements reflects all adjustments which are, in the opinion of management, necessary for a fair statement of the results for each respective period presented. Such adjustments are of a normal recurring nature. The results of operations in the interim statements are not necessarily indicative of the results that may be expected for any other quarter or for the full year. The interim financial information should be read in conjunction with the consolidated financial statements and notes thereto included in the Company’s 2025 Form 10-K, filed with the Securities and Exchange Commission on February 27, 2026.
Loans Receivable and Allowance for Credit Losses
Loans receivable that management has the intent and ability to hold for the foreseeable future or until maturity or payoff are reported at their outstanding principal balance adjusted for any charge-offs, deferred fees or costs on originated loans. Interest income on loans is accrued over the term of the loans based on the principal balance outstanding. Loan origination fees and direct origination costs are capitalized and recognized as adjustments to yield on the related loans.
The allowance for credit losses on loans receivable is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans. Loans are charged off against the allowance when management believes the uncollectability of a loan balance is confirmed and expected recoveries do not exceed the aggregate of amounts previously charged-off and expected to be charged-off.
The Company uses the discounted cash flow ("DCF") method to estimate expected losses for all of the Company’s loan pools. These pools are as follows: construction & land development; other commercial real estate; residential real estate; commercial & industrial; and consumer & other. The loan portfolio pools were selected in order to generally align with the loan categories specified in the quarterly call reports required to be filed with the Federal Financial Institutions Examination Council. For each of these loan pools, the Company generates cash flow projections at the instrument level wherein payment expectations are adjusted for estimated prepayment speed, curtailments, time to recovery, probability of default, and loss given default. The modeling of expected prepayment speeds, curtailment rates, and time to recovery are based on historical internal data. The Company uses regression analysis of historical internal and peer data to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default. This analysis also determines how expected probability of default and loss given default will react to forecasted levels of the loss drivers.
For all DCF models, management has determined that four quarters represents a reasonable and supportable forecast period and reverts to a historical loss rate over four quarters on a straight-line basis. Management leverages economic projections from a reputable and independent third party to inform its loss driver forecasts over the four-quarter forecast period. Other internal and external indicators of economic forecasts are also considered by management when developing the forecast metrics.
Management estimates the allowance balance using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Historical credit loss experience provides the basis for the estimation of expected credit losses. Adjustments to historical loss information are made for differences in current loan-specific risk characteristics such as differences in underwriting standards, portfolio mix, delinquency level, or term as well as for changes in environmental conditions, such as changes in the national unemployment rate, gross domestic product, national retail sales index and the Federal Housing Finance Agency ("FHFA") housing price index.
The allowance for credit losses is measured based on call report segment as these types of loans exhibit similar risk characteristics. The identified loan segments are as follows:
1-4 family residential construction loans
Other construction loans and all land development and other land loans
Loans secured by farmland (including farm residential and other improvements)
Revolving, open-end loans secured by 1-4 family residential properties and extended under lines
Secured by first liens
Secured by junior liens
Secured by multifamily (5 or more) residential properties
Loans secured by owner-occupied, nonfarm nonresidential properties
Loans secured by other nonfarm nonresidential properties
Loans to finance agricultural production and other loans to farmers
Commercial and industrial loans
Other revolving credit plans
Automobile loans
Other consumer loans
Other consumer loans - Shore Premier Finance
Obligations (other than securities and leases) of states and political subdivisions in the US
Loans to nondepository financial institutions
Loans for purchasing or carrying securities
All other loans
Leases
Loans considered to be collateral dependent, according to ASC 326, are loans for which repayment is expected to be provided substantially through the operation or sale of the collateral when the borrower is experiencing financial difficulty based on the Company's assessment as of the reporting date. The aggregate amount of collateral shortfall on such loans is utilized in evaluating the adequacy of the allowance for credit losses and amount of provisions thereto. Losses on collateral dependent loans are charged against the allowance for credit losses when in the process of collection, it appears likely that such losses will be realized. The accrual of interest on collateral dependent loans is discontinued when, in management’s opinion the collection of interest is doubtful or generally when loans are 90 days or more past due. When accrual of interest is discontinued, all unpaid accrued interest is reversed. Interest income is subsequently recognized only to the extent cash payments are received in excess of principal due. Loans are returned to accrual status when all the principal and interest amounts contractually due are brought current and future payments are reasonably assured.
Loans evaluated individually that are considered to be collateral dependent are not included in the collective evaluation. For these loans, where the Company has determined that foreclosure of the collateral is probable, or where the borrower is experiencing financial difficulty and the Company expects repayment of the loan to be provided substantially through the sale of the collateral, the allowance for credit losses is measured based on the difference between the fair value of the collateral, net of estimated costs to sell, and the amortized cost basis of the loan as of the measurement date. When repayment is expected to be from the operation of the collateral, expected credit losses are calculated as the amount by which the amortized cost basis of the loan exceeds the present value of expected cash flows from the operation of the collateral. The allowance for credit losses may be zero if the fair value of the collateral at the measurement date exceeds the amortized cost basis of the loan, net of estimated costs to sell. For individually analyzed loans which are not considered to be collateral dependent, an allowance is recorded based on the loss rate for the respective pool within the collective evaluation.
Expected credit losses are estimated over the contractual term of the loans, adjusted for expected prepayments and curtailments when appropriate. The contractual term excludes expected extensions, renewals, and modifications unless either of the following applies:
Management has a reasonable expectation at the reporting date that restructured loans made to borrowers experiencing financial difficulty will be executed with an individual borrower.
The extension or renewal options are included in the original or modified contract at the reporting date and are not unconditionally cancellable by the Company.
Management qualitatively adjusts model results for risk factors that are not considered within our modeling processes but are nonetheless relevant in assessing the expected credit losses within our loan pools. These qualitative factors ("Q-Factors") and other qualitative adjustments may increase or decrease management's estimate of expected credit losses by a calculated percentage or amount based upon the estimated level of risk. The various risks that may be considered in making Q-Factor and other qualitative adjustments include, among other things, the impact of (i) changes in lending policies, procedures and strategies; (ii) changes in nature and volume of the portfolio; (iii) staff experience; (iv) changes in volume and trends in classified loans, delinquencies and nonaccruals; (v) concentration risk; (vi) trends in underlying collateral values; (vii) external factors such as competition, legal and regulatory environment; (viii) changes in the quality of the loan review system and (ix) economic conditions.
Loans are placed on non-accrual status when management believes that the borrower’s financial condition, after giving consideration to economic and business conditions and collection efforts, is such that collection of interest is doubtful, or generally when loans are 90 days or more past due. Loans are charged against the allowance for credit losses when management believes that the collectability of the principal is unlikely. Accrued interest related to non-accrual loans is generally charged against the allowance for credit losses when accrued in prior years and reversed from interest income if accrued in the current year. Interest income on non-accrual loans may be recognized to the extent cash payments are received, although the majority of payments received are usually applied to principal. Non-accrual loans are generally returned to accrual status when principal and interest payments are less than 90 days past due, the customer has made the required payments for at least six months, and we reasonably expect to collect all principal and interest.
The Company has purchased loans, some of which have experienced more than insignificant credit deterioration since origination. Purchase credit deteriorated ("PCD") loans are recorded at the amount paid. An allowance for credit losses is determined using the same methodology as other loans. The initial allowance for credit losses determined on a collective basis is allocated to individual loans. The sum of the loan’s purchase price and allowance for credit losses becomes its initial amortized cost basis. The difference between the initial amortized cost basis and the par value of the loan is a noncredit discount or premium, which is amortized into interest income over the life of the loan. Subsequent changes to the allowance for credit losses are recorded through the provision for credit loss.
Allowance for Credit Losses on Off-Balance Sheet Credit Exposures
The Company estimates expected credit losses over the contractual period in which the Company is exposed to credit risk via a contractual obligation to extend credit unless that obligation is unconditionally cancellable by the Company. The allowance for credit losses on off-balance sheet credit exposures is adjusted as a provision for or recovery of credit loss expense. The estimate includes consideration of the likelihood that funding will occur and an estimate of expected credit losses on commitments expected to be funded over its estimated life.
Earnings per Share
Basic earnings per share is computed based on the weighted-average number of shares outstanding during each year. Diluted earnings per share is computed using the weighted-average shares and all potential dilutive shares outstanding during the period. The following table sets forth the computation of basic and diluted earnings per share ("EPS") for the following periods:
Three Months Ended
March 31,
20262025
(In thousands)
Net income$118,209 $115,209 
Average shares outstanding196,528 198,657 
Effect of common stock options205 195 
Average diluted shares outstanding196,733 198,852 
Basic earnings per share$0.60 $0.58 
Diluted earnings per share$0.60 $0.58 
The impact of anti-dilutive shares to the diluted earnings per share calculation was considered immaterial for the periods ended March 31, 2026 and 2025.
v3.26.1
Acquisitions
3 Months Ended
Mar. 31, 2026
Business Combination, Asset Acquisition, Transaction between Entities under Common Control, and Joint Venture Formation [Abstract]  
Acquisitions Acquisitions
Acquisition of Mountain Commerce Bancorp, Inc.
Effective April 1, 2026, pursuant to the Agreement and Plan of Merger, dated as of December 7, 2025, among Home, Centennial, Home’s acquisition subsidiary, HOMB Acquisition Sub IV, Inc. (“Acquisition Sub”), Mountain Commerce Bancorp, Inc (“MCBI”) and its subsidiary bank, Mountain Commerce Bank (“MCB”), (the “Merger Agreement”), Acquisition Sub merged with and into MCBI and MCBI merged with and into Home, with Home as the surviving entity (collectively, the “Merger”). MCB also merged with and into Centennial, with Centennial as the surviving entity.
Under the terms of the Merger Agreement, Home issued approximately 5.4 million shares of its common stock valued at approximately $146 million as of April 1, 2026, with MCBI shareholders receiving 0.85 shares of Home common stock for each share of MCBI common stock they owned at closing. No cash consideration was paid in connection with the Merger, except for cash paid in lieu of fractional shares of Home common stock, equal to $26.77 multiplied by any resulting fractional shares.
For further discussion of the acquisition, see Note 23 to the Condensed Notes to Consolidated Financial Statements.
v3.26.1
Investment Securities
3 Months Ended
Mar. 31, 2026
Investments, Debt and Equity Securities [Abstract]  
Investment Securities Investment Securities
The following table summarizes the amortized cost and fair value of securities that are classified as available-for-sale and held-to-maturity:
March 31, 2026
Available-for-Sale
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$225,306 $— $225,306 $1,054 $(7,389)$218,971 
U.S. government-sponsored mortgage-backed securities1,320,400 — 1,320,400 1,293 (143,819)1,177,874 
Private mortgage-backed securities150,637 — 150,637 — (8,110)142,527 
Non-government-sponsored asset backed securities155,852 — 155,852 111 (1,137)154,826 
State and political subdivisions949,052 — 949,052 665 (70,739)878,978 
Other securities237,141 — 237,141 1,828 (8,298)230,671 
Total$3,038,388 $— $3,038,388 $4,951 $(239,492)$2,803,847 
March 31, 2026
Held-to-Maturity
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$43,912 $— $43,912 $— $(1,758)$42,154 
U.S. government-sponsored mortgage-backed securities112,717 — 112,717 153 (4,144)108,726 
State and political subdivisions1,102,011 (2,005)1,100,006 32 (105,924)994,114 
Total$1,258,640 $(2,005)$1,256,635 $185 $(111,826)$1,144,994 
December 31, 2025
Available-for-Sale
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$246,891 $— $246,891 $998 $(7,107)$240,782 
U.S. government-sponsored mortgage-backed securities1,345,469 — 1,345,469 1,478 (133,999)1,212,948 
Private mortgage-backed securities152,578 — 152,578 126 (6,984)145,720 
Non-government-sponsored asset backed securities158,446 — 158,446 325 (927)157,844 
State and political subdivisions951,822 — 951,822 1,419 (65,403)887,838 
Other securities233,614 — 233,614 2,147 (8,962)226,799 
Total$3,088,820 $— $3,088,820 $6,493 $(223,382)$2,871,931 
December 31, 2025
Held-to-Maturity
Amortized
Cost
Allowance for Credit LossesNet Carrying AmountGross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$43,841 $— $43,841 $— $(1,391)$42,450 
U.S. government-sponsored mortgage-backed securities114,813 — 114,813 400 (3,258)111,955 
State and political subdivisions1,102,613 (2,005)1,100,608 71 (94,032)1,006,647 
Total$1,261,267 $(2,005)$1,259,262 $471 $(98,681)$1,161,052 
Assets, principally investment securities, having a carrying value of approximately $2.67 billion and $2.65 billion at March 31, 2026 and December 31, 2025, respectively, were pledged to secure public deposits, as collateral for repurchase agreements, and for other purposes required or permitted by law. Investment securities pledged as collateral for repurchase agreements totaled approximately $157.4 million and $155.8 million at March 31, 2026 and December 31, 2025, respectively.
The amortized cost and estimated fair value of securities classified as available-for-sale and held-to-maturity at March 31, 2026, by contractual maturity, are shown below. Expected maturities could differ from contractual maturities because issuers may have the right to call or prepay obligations with or without call or prepayment penalties. Securities not due at a single maturity date are shown separately.
Available-for-SaleHeld-to-Maturity
Amortized
Cost
Estimated
Fair Value
Amortized
Cost
Estimated
Fair Value
(In thousands)
Due in one year or less$56,714 $56,147 $4,953 $4,918 
Due after one year through five years233,601 223,610 120,587 116,202 
Due after five years through ten years384,518 367,430 383,180 353,219 
Due after ten years736,666 681,433 637,203 561,929 
U.S. government-sponsored mortgage-backed securities1,320,400 1,177,874 112,717 108,726 
Private mortgage-backed securities150,637 142,527 — — 
Non-government-sponsored asset backed securities155,852 154,826  — 
Total$3,038,388 $2,803,847 $1,258,640 $1,144,994 
During the three months ended March 31, 2026 and 2025, no available-for-sale securities were sold.
The following table shows gross unrealized losses and estimated fair value of investment securities classified as available-for-sale and held-to-maturity, aggregated by investment category and length of time that individual investment securities have been in a continuous loss position as of March 31, 2026 and December 31, 2025.
March 31, 2026
Less Than 12 Months 12 Months or More Total
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
(In thousands)
Available-for-sale:
U.S. government-sponsored enterprises$2,705 $(16)$149,486 $(7,373)$152,191 $(7,389)
U.S. government-sponsored mortgage-backed securities61,250 (559)1,053,060 (143,260)1,114,310 (143,819)
Private mortgage-backed securities9,721 (18)132,805 (8,092)142,526 (8,110)
Non-government-sponsored asset backed securities36,217 (45)41,919 (1,092)78,136 (1,137)
State and political subdivisions87,822 (2,005)697,559 (68,734)785,381 (70,739)
Other securities41,197 (435)126,243 (7,863)167,440 (8,298)
Total$238,912 $(3,078)$2,201,072 $(236,414)$2,439,984 $(239,492)
Held-to-maturity:
U.S. government-sponsored enterprises$14,899 $(101)$27,255 $(1,657)$42,154 $(1,758)
U.S. government-sponsored mortgage-backed securities37,878 (455)52,853 (3,689)90,731 (4,144)
State and political subdivisions28,557 (498)963,587 (105,426)992,144 (105,924)
Total$81,334 $(1,054)$1,043,695 $(110,772)$1,125,029 $(111,826)
December 31, 2025
Less Than 12 Months 12 Months or More Total
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
(In thousands)
Available-for-sale:
U.S. government-sponsored enterprises$7,152 $(32)$165,091 $(7,075)$172,243 $(7,107)
U.S. government-sponsored mortgage-backed securities26,462 (136)1,087,888 (133,863)1,114,350 (133,999)
Private mortgage-backed securities— — 135,255 (6,984)135,255 (6,984)
Non-government-sponsored asset backed securities22,987 (13)44,666 (914)67,653 (927)
State and political subdivisions15,301 (505)744,922 (64,898)760,223 (65,403)
Other securities5,505 (67)125,216 (8,895)130,721 (8,962)
Total$77,407 $(753)$2,303,038 $(222,629)$2,380,445 $(223,382)
Held-to-maturity:
U.S. government-sponsored enterprises$— $— $42,451 $(1,391)$42,451 $(1,391)
U.S. government-sponsored mortgage-backed securities16,763 (88)64,000 (3,170)80,763 (3,258)
State and political subdivisions19,137 (143)983,938 (93,889)1,003,075 (94,032)
Total$35,900 $(231)$1,090,389 $(98,450)$1,126,289 $(98,681)
Debt securities available-for-sale ("AFS") are reported at fair value with unrealized holding gains and losses reported as a separate component of stockholders’ equity and other comprehensive income (loss), net of taxes. Securities that are held as available-for-sale are used as a part of our asset/liability management strategy. Securities that may be sold in response to interest rate changes, changes in prepayment risk, the need to increase regulatory capital, and other similar factors are classified as available-for-sale. The Company evaluates all securities quarterly to determine if any securities in a loss position require a provision for credit losses. The Company first assesses whether it intends to sell or is more likely than not that the Company will be required to sell the security before recovery of its amortized cost basis. If either of the criteria regarding intent or requirement to sell is met, the security’s amortized cost basis is written down to fair value through income. For securities that do not meet these criteria, the Company evaluates whether the decline in fair value has resulted from credit losses or other factors. In making this assessment, the Company considers the extent to which fair value is less than amortized cost, changes to the rating of the security by a rating agency, and adverse conditions specifically related to the security, among other factors. If this assessment indicates that a credit loss exists, the present value of cash flows expected to be collected from the security are compared to the amortized cost basis of the security. If the present value of cash flows expected to be collected is less than the amortized cost basis, a credit loss exists and an allowance for credit losses is recorded for the credit loss, limited by the amount that the fair value is less than the amortized cost basis. Any impairment that has not been recorded through an allowance for credit losses is recognized in other comprehensive income. The Company has made the election to exclude accrued interest receivable on AFS securities from the estimate of credit losses and report accrued interest separately on the consolidated balance sheets. Changes in the allowance for credit losses are recorded as provision for (or reversal of) credit loss expense. Losses are charged against the allowance when management believes the uncollectability of a security is confirmed or when either of the criteria regarding intent or requirement to sell is met.
Debt securities held-to-maturity ("HTM"), which include any security for which we have the positive intent and ability to hold until maturity, are reported at historical cost adjusted for amortization of premiums and accretion of discounts. Premiums and discounts are amortized/accreted to the call date to interest income using the constant effective yield method over the estimated life of the security. The Company evaluates all securities quarterly to determine if any securities in a loss position require a provision for credit losses. The Company measures expected credit losses on HTM securities on a collective basis by major security type, with each type sharing similar risk characteristics. The estimate of expected credit losses considers historical credit loss information that is adjusted for current conditions and reasonable and supportable forecasts. The Company has made the election to exclude accrued interest receivable on HTM securities from the estimate of credit losses and report accrued interest separately on the consolidated balance sheets. Changes in the allowance for credit losses are recorded as provision for (or reversal of) credit loss expense. Losses are charged against the allowance when management believes the uncollectability of a security is confirmed.
During the three months ended March 31, 2026, the Company determined no allowance for credit losses on the available-for-sale portfolio was necessary. The Company also determined the $2.0 million allowance for credit losses on the held-to-maturity portfolio was adequate. Therefore, no provision was considered necessary for either portfolio.
During the three months ended March 31, 2025, the Company determined the $2.2 million allowance for credit losses on the available-for-sale portfolio and the $2.0 million allowance for credit losses on the held-to-maturity portfolio were adequate. Therefore, no additional provision was considered necessary.

Available-for-Sale Investment Securities
March 31, 2026December 31, 2025
Allowance for credit losses:(In thousands)
Beginning balance, January 1$— $2,195 
Recovery of credit losses— — 
Balance, March 31
$— $2,195 
Recovery of credit loss(2,195)
Balance, December 31, 2025
$— 
Held-to-Maturity Investment Securities
March 31, 2026December 31, 2025
Allowance for credit losses:(In thousands)
Beginning balance, January 1$2,005 $2,005 
Provision for credit losses
— — 
Balance, March 31
$2,005 $2,005 
Provision for credit loss— 
Balance, December 31, 2025
$2,005 
For the three months ended March 31, 2026, the Company had available-for-sale investment securities with approximately $239.5 million in unrealized losses, of which $236.4 million had been in continuous loss positions for more than twelve months. The Company’s assessments indicated the cause of the market depreciation was primarily due to the change in interest rates and not the issuer’s financial condition or downgrades by rating agencies. In addition, approximately 43.8% of the principal balance from the Company’s investment portfolio will mature or are expected to pay down within five years or less. As a result, the Company has the ability and intent to hold such securities until maturity.
As of March 31, 2026, the Company's available-for-sale securities portfolio consisted of 1,452 investment securities, 1,196 of which were in an unrealized loss position. As noted in the table above, the total amount of the unrealized loss was $239.5 million. The U.S. government-sponsored enterprises portfolio contained unrealized losses of $7.4 million on 53 securities. The U.S. government-sponsored mortgage-backed securities portfolio contained $143.8 million of unrealized losses on 609 securities, and the private mortgage-backed securities portfolio contained $8.1 million of unrealized losses on 29 securities. The non-government-sponsored asset backed securities portfolio contained $1.1 million of unrealized losses on 13 securities. The state and political subdivisions portfolio contained $70.7 million of unrealized losses on 441 securities. In addition, the other securities portfolio contained $8.3 million of unrealized losses on 51 securities. The unrealized losses on the Company's investments were a result of interest rate changes, and the Company expects to recover the amortized cost basis over the term of the securities. The Company has determined that, as of March 31, 2026, a reserve for credit losses is not necessary because the decline in market value was attributable to changes in interest rates and not credit quality, and because the Company does not intend to sell the investments and it is not more likely than not that the Company will be required to sell the investments before recovery of their amortized cost basis, which may be maturity.
As of March 31, 2026, the Company's held-to-maturity securities portfolio consisted of 511 investment securities, 498 of which were in an unrealized loss position. As noted in the table above, the total amount of the unrealized loss was $111.8 million. The U.S. government-sponsored enterprises portfolio contained unrealized losses of $1.8 million on 5 securities. The U.S. government-sponsored mortgage-backed securities portfolio contained unrealized losses of $4.1 million on 16 securities. The state and political subdivisions portfolio contained $105.9 million of unrealized losses on 477 securities. The unrealized losses on the Company's investments were a result of interest rate changes. The Company expects to recover the amortized cost basis over the term of the securities. Because the decline in market value was attributable to changes in interest rates and not credit quality, the Company has determined that an additional provision for credit losses was not necessary as of March 31, 2026.
The following table summarizes bond ratings for the Company’s held-to-maturity portfolio, based upon amortized cost, issued by state and political subdivisions and other securities as of March 31, 2026:
State and political subdivisionsU.S. government-sponsored enterprisesU.S. government-sponsored mortgage-backed securitiesTotal
(In thousands)
Aaa/AAA$238,854 $43,912 $— $282,766 
Aa/AA823,847 — — 823,847 
A32,600 — — 32,600 
Not rated6,710 — — 6,710 
Agency backed— — 112,717 112,717 
Total$1,102,011 $43,912 $112,717 $1,258,640 
Income earned on securities for the three months ended March 31, 2026 and 2025, is as follows:
Three Months Ended
March 31,
20262025
(In thousands)
Taxable
Available-for-sale$17,321 $20,060 
Held-to-maturity7,407 7,373 
Non-taxable
Available-for-sale4,821 4,580 
Held-to-maturity3,008 3,070 
Total$32,557 $35,083 
v3.26.1
Loans Receivable
3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Loans Receivable Loans Receivable
The various categories of loans receivable are summarized as follows:
 March 31, 2026December 31, 2025
 (In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$5,395,529 $5,290,112 
Construction/land development2,613,604 2,726,993 
Agricultural321,046 332,412 
Residential real estate loans
Residential 1-4 family2,100,374 2,134,334 
Multifamily residential1,232,639 1,140,911 
Total real estate11,663,192 11,624,762 
Consumer1,254,936 1,253,746 
Commercial and industrial2,172,267 2,222,401 
Agricultural329,563 359,879 
Other213,670 225,421 
Total loans receivable15,633,628 15,686,209 
Allowance for credit losses(297,634)(297,583)
Loans receivable, net$15,335,994 $15,388,626 
During the three months ended March 31, 2026, the Company sold $1.2 million of the guaranteed portions of SBA loans, which resulted in a gain of approximately $80,000. During the three months ended March 31, 2025, the Company sold $4.0 million guaranteed portions of certain SBA loans, which resulted in a gain of approximately $288,000.
Mortgage loans held for sale of approximately $201.9 million and $204.0 million at March 31, 2026 and December 31, 2025, respectively, are included in residential 1-4 family loans. Mortgage loans held for sale are carried at the lower of cost or fair value, determined using an aggregate basis. Gains and losses resulting from sales of mortgage loans are recognized when the respective loans are sold to investors. Gains and losses are determined by the difference between the selling price and the carrying amount of the loans sold, net of discounts collected or paid. The Company obtains forward commitments to sell mortgage loans to reduce market risk on mortgage loans in the process of origination and mortgage loans held for sale. The forward commitments acquired by the Company for mortgage loans in process of origination are considered mandatory forward commitments. Because these commitments are structured on a mandatory basis, the Company is required to substitute another loan or to buy back the commitment if the original loan does not fund. The Company regularly sells mortgages into the capital markets to mitigate the effects of interest rate volatility during the period from the time an interest rate lock commitment ("IRLC") is issued until the IRLC funds creating a mortgage loan held for sale and its subsequent sale into the secondary/capital markets. Loan sales are typically executed on a mandatory basis. Under a mandatory commitment, the Company agrees to deliver a specified dollar amount with predetermined terms by a certain date. Generally, the commitment is not loan specific, and any combination of loans can be delivered into the outstanding commitment provided the terms fall within the parameters of the commitment. Upon failure to deliver, the Company is subject to fees based on market movement. These commitments and IRLCs are derivative instruments and their fair values at March 31, 2026 and December 31, 2025 were not material.
Purchased loans that have experienced more than insignificant credit deterioration since origination are purchase credit deteriorated ("PCD") loans. An allowance for credit losses is determined using the same methodology as other loans. The Company develops separate PCD models for each loan segment with PCD loans not individually analyzed for credit losses. The initial allowance for credit losses determined on a collective basis is allocated to individual loans. The sum of the loan’s purchase price and allowance for credit losses becomes its initial amortized cost basis. The difference between the initial amortized cost basis and the par value of the loan is a non-credit discount or premium which is amortized into interest income over the life of the loan. Subsequent changes to the allowance for credit losses are recorded through the provision for credit losses. The Company held approximately $51.3 million and $52.2 million in PCD loans, as of March 31, 2026 and December 31, 2025, respectively. The balances result entirely from the acquisition of Happy Bancshares, Inc. in 2022.
A description of our accounting policies for loans and impaired loans (which includes loans individually analyzed for credit losses for which a specific reserve has been recorded, non-accrual loans, loans past due 90 days or more and restructured loans made to borrowers experiencing financial difficulty) are set forth in our 2025 Form 10-K filed with the SEC on February 27, 2026.
v3.26.1
Allowance for Credit Losses, Credit Quality and Other
3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Allowance for Credit Losses, Credit Quality and Other Allowance for Credit Losses, Credit Quality and Other
The Company uses the discounted cash flow ("DCF") method to estimate expected losses for all of the Company’s loan pools. These pools are as follows: construction & land development; other commercial real estate; residential real estate; commercial & industrial; and consumer & other. The loan portfolio pools were selected in order to generally align with the loan categories specified in the quarterly call reports required to be filed with the Federal Financial Institutions Examination Council. For each of these loan pools, the Company generates cash flow projections at the instrument level wherein payment expectations are adjusted for estimated prepayment speed, curtailments, time to recovery, probability of default, and loss given default. The modeling of expected prepayment speeds, curtailment rates, and time to recovery is based on historical internal data and is tested and updated on an annual basis. The Company uses regression analysis of historical internal and peer data to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default. This analysis also determines how expected probability of default and loss given default will react to forecasted levels of the loss drivers.
Management qualitatively adjusts model results for risk factors ("Q-Factors") that are not considered within our modeling processes but are, nonetheless, relevant in assessing the expected credit losses within our loan pools. These Q-Factors and other qualitative adjustments may increase or decrease management's estimate of expected credit losses by a calculated percentage or amount based upon the estimated level of risk. The various risks that may be considered in making Q-Factor and other qualitative adjustments include, among other things, the impact of (i) changes in lending policies, procedures and strategies; (ii) changes in nature and volume of the portfolio; (iii) staff experience; (iv) changes in volume and trends in classified loans, delinquencies and nonaccruals; (v) concentration risk; (vi) trends in underlying collateral values; (vii) external factors such as competition, legal and regulatory environment; (viii) changes in the quality of the loan review system; and (ix) economic conditions.
Each year management evaluates the performance of the selected models used in the CECL calculation through backtesting. Based on the results of the testing, management determines if the various models produced accurate results compared to the actual losses incurred for the current economic environment. Management then determines if changes to the assumptions and economic factors would produce a stronger overall calculation that is more responsive to changes in economic conditions. The Company continues to use regression analysis to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default for the changes in the economic factors for the loss driver segments. Based on this analysis, management determined that changes to some of the economic factors for the loss driver segments, along with other model improvements and updates, were necessary, and updated models were implemented for the March 31, 2026 allowance for credit losses calculation. The identified loss drivers by segment are included below as of both March 31, 2026 and December 31, 2025:
March 31, 2026
Loss Driver SegmentCall Report Segment(s)Modeled Economic Factors
1-4 Family Construction1a1National Unemployment (%) & Housing Price Index (%)
All Other Construction1a2National Unemployment (%) & Gross Domestic Product (%)
Farmland
1b
National Unemployment (%) & Gross Domestic Product (%)
Residential 1-4 Family1c1, 1c2a, 1c2bNational Unemployment (%) & Housing Price Index (%)
Multifamily1d
Gross Domestic Product (%) & Housing Price Index (%)
Non-Farm/ Non-Residential CRE1e1, 1e2National Unemployment (%) & Gross Domestic Product (%)
Agriculture
3
National Unemployment (%)
Commercial & Industrial, Non-Depository Financial Institutions, Purchase/Carry Securities, Leases, Other
4a, 9a, 9b1, 9b2, 10, Other
National Unemployment (%) & National Retail Sales (%)
Consumer Auto6cNational Unemployment (%) & National Retail Sales (%)
Other Consumer
6b, 6d
National Unemployment (%) & National Retail Sales (%)
Other Consumer - SPF6dNational Unemployment (%)
Obligations of States and Political Subdivisions8National Unemployment (%) & Gross Domestic Product (%)
December 31, 2025
Loss Driver SegmentCall Report Segment(s)Modeled Economic Factors
1-4 Family Construction1a1National Unemployment (%) & Housing Price Index (%)
All Other Construction1a2National Unemployment (%) & Gross Domestic Product (%)
Farmland & Agriculture1b, 3National Unemployment (%)
Residential 1-4 Family1c1, 1c2a, 1c2bNational Unemployment (%) & Housing Price Index (%)
Multifamily1dRental Vacancy Rate (%) & Housing Price Index (%)
Non-Farm/ Non-Residential CRE1e1, 1e2National Unemployment (%) & Gross Domestic Product (%)
Commercial & Industrial, Non-Depository Financial Institutions, Purchase/Carry Securities, Leases, Other4a, 9a, 9b1, 9b2, 10, OtherNational Unemployment (%) & National Retail Sales (%)
Consumer Auto6cNational Unemployment (%) & National Retail Sales (%)
Other Consumer6b, 6dNational Unemployment (%) & National Retail Sales (%)
Other Consumer - SPF6dNational Unemployment (%)
Obligations of States and Political Subdivisions8National Unemployment (%) & Gross Domestic Product (%)
For all DCF models, management has determined that four quarters represents a reasonable and supportable forecast period and reverts to a historical loss rate over four quarters on a straight-line basis. Management leverages economic projections from a reputable and independent third party to inform its loss driver forecasts over the four-quarter forecast period. Other internal and external indicators of economic forecasts are also considered by management when developing the forecast metrics.
The combination of adjustments for credit expectations (default and loss) and time expectations (prepayment, curtailment, and time to recovery) produces an expected cash flow stream at the instrument level. Instrument effective yield is calculated, net of the impacts of prepayment assumptions, and the instrument expected cash flows are then discounted at that effective yield to produce an instrument-level net present value of expected cash flows ("NPV"). An allowance for credit loss is established for the difference between the instrument’s NPV and amortized cost basis.
Construction/Land Development and Other Commercial Real Estate Loans. We originate non-farm and non-residential loans (primarily secured by commercial real estate), construction/land development loans, and agricultural loans, which are generally secured by real estate located in our market areas. Our commercial mortgage loans are generally collateralized by first liens on real estate and amortized (where defined) over a 15 to 30 year period with balloon payments due at the end of one to five years. These loans are generally underwritten by assessing cash flow (debt service coverage), primary and secondary source of repayment, the financial strength of the borrower as well as any guarantors, the strength of the tenant (if any), the borrower’s liquidity and leverage, management experience, ownership structure, economic conditions and industry specific trends and collateral. Generally, we will loan up to 85% of the value of improved property, 65% of the value of raw land and 75% of the value of land to be acquired and developed. A first lien on the property and assignment of lease is required if the collateral is rental property, with second lien positions considered on a case-by-case basis.
Residential Real Estate Loans. We originate one to four family, residential mortgage loans generally secured by property located in our primary market areas. Residential real estate loans generally have a loan-to-value ratio of up to 90%. These loans are underwritten by giving consideration to many factors including the borrower’s ability to pay, stability of employment or source of income, debt-to-income ratio, credit history and loan-to-value ratio.
Commercial and Industrial Loans. Commercial and industrial loans are made for a variety of business purposes, including working capital, inventory, equipment and capital expansion. The terms for commercial loans are generally one to seven years. Commercial loan applications must be supported by current financial information on the borrower and, where appropriate, by adequate collateral. Commercial loans are generally underwritten by addressing cash flow (debt service coverage), primary and secondary sources of repayment, the financial strength of the borrower as well as any guarantors, the borrower’s liquidity and leverage, management experience, ownership structure, economic conditions and industry specific trends and collateral. The loan to value ratio depends on the type of collateral. Generally, accounts receivable are financed at between 50% and 80% of accounts receivable less than 60 days past due. Inventory financing will range between 50% and 80% (with no work in process) depending on the borrower and nature of inventory. We require a first lien position for those loans.
Consumer & Other Loans. Our consumer & other loans are primarily composed of loans to finance United States Coast Guard registered high-end sail and power boats. The performance of consumer & other loans will be affected by the local and regional economies as well as the rates of personal bankruptcies, job loss, divorce and other individual changes in circumstance.
Off-Balance Sheet Credit Exposures. The Company estimates expected credit losses over the contractual period in which the Company is exposed to credit risk via a contractual obligation to extend credit, unless that obligation is unconditionally cancellable by the Company. The allowance for credit loss on off-balance sheet credit exposures is adjusted as a provision for credit loss expense. The estimate includes consideration of the likelihood that funding will occur and an estimate of expected credit losses on commitments expected to be funded over its estimated life. The Company uses the DCF method to estimate expected losses for all of the Company’s off-balance sheet credit exposures through the use of the existing DCF models for the Company’s loan portfolio pools. The off-balance sheet credit exposures exhibit similar risk characteristics as loans currently in the Company’s loan portfolio.
During the three months ended March 31, 2026, the Company recorded $1.5 million in provision for credit losses on loans, and the Company recovered $1.0 million in credit losses on unfunded commitments.
During the three months ended March 31, 2025, the Company did not record a provision for credit losses on loans primarily due to the $4.1 million in net recoveries experienced during the quarter. After considering the recoveries, management determined the level of the allowance for credit losses on loans was adequate as of March 31, 2025. In addition, management determined that a provision was not necessary for the unfunded commitments for the first quarter of 2025 as the current level of the reserve was considered adequate.
The following table presents the activity in the allowance for credit losses for the three months ended March 31, 2026:
Three Months Ended March 31, 2026
Construction/
Land
Development
Other
Commercial
Real Estate
Residential
Real Estate
Commercial
& Industrial
Consumer
& Other
Total
(In thousands)
Allowance for credit losses:
Beginning balance$48,023 $77,220 $72,692 $65,932 $33,716 $297,583 
Loans charged off— (458)(393)(1,326)(672)(2,849)
Recoveries of loans previously charged off
20 617 18 191 554 1,400 
Net loans recovered (charged off)
20 159 (375)(1,135)(118)(1,449)
Provision for credit losses1,334 13,171 (334)(7,626)(5,045)1,500 
Balance, March 31$49,377 $90,550 $71,983 $57,171 $28,553 $297,634 
During the first quarter of 2026, the Company implemented updated allowance for credit loss models as part of the annual model review and challenge process. The allowance calculation called for a higher level of reserves for the CRE portfolio, which was largely offset by a corresponding reduction in reserves for the commercial and industrial portfolio as well as the consumer portfolio.
The following table presents the activity in the allowance for credit losses for the three months ended March 31, 2025 and the year ended December 31, 2025:
Three Months Ended March 31, 2025 and Year Ended December 31, 2025
Construction/
Land
Development
Other
Commercial
Real Estate
Residential
Real Estate
Commercial
& Industrial
Consumer
& Other
Total
(In thousands)
Allowance for credit losses:
Beginning balance$52,271 $91,315 $50,835 $49,621 $31,838 $275,880 
Loans charged off— (2,300)(75)(161)(923)(3,459)
Recoveries of loans previously charged off
125 6,160 51 958 228 7,522 
Net loans (charged off) recovered
125 3,860 (24)797 (695)4,063 
Provision for credit loss - loans(4,220)(8,890)2,597 9,704 809 — 
Balance, March 31
48,176 86,285 53,408 60,122 31,952 279,943 
Loans charged off(70)(734)(556)(6,216)(4,208)(11,784)
Recoveries of loans previously charged off
451 2,540 172 1,420 741 5,324 
Net loans (charged off) recovered
381 1,806 (384)(4,796)(3,467)(6,460)
Provision for credit loss - loans(534)(10,871)19,668 10,606 5,231 24,100 
Balance, December 31
$48,023 $77,220 $72,692 $65,932 $33,716 $297,583 

The following table presents the amortized cost basis of loans on nonaccrual status and loans past due over 90 days still accruing as of March 31, 2026 and December 31, 2025:
March 31, 2026
NonaccrualNonaccrual
with Reserve
Loans Past Due
Over 90 Days
Still Accruing
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$56,767 $14,530 $751 
Construction/land development7,856 — 600 
Agricultural398 — — 
Residential real estate loans
Residential 1-4 family24,890 — 136 
Multifamily residential11,175 10,363 — 
Total real estate101,086 24,893 1,487 
Consumer12,393 4,981 — 
Commercial and industrial64,941 — 982 
Agricultural & other1,219 — 12 
Total$179,639 $29,874 $2,481 
 December 31, 2025
NonaccrualNonaccrual
with Reserve
Loans Past Due
Over 90 Days
Still Accruing
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$21,685 $14,752 $— 
Construction/land development5,444 — 405 
Agricultural489 — — 
Residential real estate loans
Residential 1-4 family24,149 — 2,321 
Multifamily residential10,925 10,113 — 
Total real estate62,692 24,865 2,726 
Consumer10,326 4,981 3,290 
Commercial and industrial3,760 — 964 
Agricultural & other1,224 — — 
Total$78,002 $29,846 $6,980 
The Company had $179.6 million and $78.0 million in nonaccrual loans as of March 31, 2026 and December 31, 2025, respectively. In addition, the Company had $2.5 million and $7.0 million in loans past due 90 days or more and still accruing as of March 31, 2026 and December 31, 2025, respectively.
The Company had $29.9 million and $29.8 million in nonaccrual loans with a specific reserve as of March 31, 2026 and December 31, 2025, respectively. Interest income recognized on the non-accrual loans for the periods ended March 31, 2026 and March 31, 2025 was considered immaterial.
The following table presents the amortized cost basis of impaired loans (which includes loans individually analyzed for credit losses for which a specific reserve has been recorded, non-accrual loans, loans past due 90 days or more and restructured loans made to borrowers experiencing financial difficulty) by class of loans as of March 31, 2026 and December 31, 2025:
March 31, 2026
Commercial
Real Estate
Residential
Real Estate
Other
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$92,744 $— $— 
Construction/land development8,456 — — 
Agricultural398 — — 
Residential real estate loans
Residential 1-4 family— 27,953 — 
Multifamily residential— 11,175 — 
Total real estate101,598 39,128 — 
Consumer— — 12,393 
Commercial and industrial— — 65,977 
Agricultural & other— — 1,231 
Total$101,598 $39,128 $79,601 
 December 31, 2025
Commercial
Real Estate
Residential
Real Estate
Other
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$93,550 $— $— 
Construction/land development5,849 — — 
Agricultural489 — — 
Residential real estate loans
Residential 1-4 family— 29,402 — 
Multifamily residential— 10,925 — 
Total real estate99,888 40,327 — 
Consumer— — 13,616 
Commercial and industrial— — 64,367 
Agricultural & other— — 1,224 
Total$99,888 $40,327 $79,207 
The Company had $220.3 million and $219.4 million in impaired loans for the periods ended March 31, 2026 and December 31, 2025, respectively.
Interest recognized on impaired loans during the three months ended March 31, 2026 was approximately $552,000. Interest recognized on impaired loans during the three months ended March 31, 2025 was approximately $3.0 million. The amount of interest recognized on impaired loans on the cash basis is not materially different than the accrual basis.
The following is an aging analysis for loans receivable as of March 31, 2026 and December 31, 2025:
March 31, 2026
Loans
Past Due
30-59 Days
Loans
Past Due
60-89 Days
Loans
Past Due
90 Days
or More
Total
Past Due
Current
Loans
Total
Loans
Receivable
Accruing
Loans
Past Due
90 Days
or More
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$1,321 $248 $57,518 $59,087 $5,336,442 $5,395,529 $751 
Construction/land development105 244 8,456 8,805 2,604,799 2,613,604 600 
Agricultural130 776 398 1,304 319,742 321,046 — 
Residential real estate loans
Residential 1-4 family9,683 2,434 25,026 37,143 2,063,231 2,100,374 136 
Multifamily residential— — 11,175 11,175 1,221,464 1,232,639 — 
Total real estate11,239 3,702 102,573 117,514 11,545,678 11,663,192 1,487 
Consumer1,255 475 12,393 14,123 1,240,813 1,254,936 — 
Commercial and industrial1,139 1,400 65,923 68,462 2,103,805 2,172,267 982 
Agricultural & other841 80 1,231 2,152 541,081 543,233 12 
Total$14,474 $5,657 $182,120 $202,251 $15,431,377 $15,633,628 $2,481 
December 31, 2025
Loans
Past Due
30-59 Days
Loans
Past Due
60-89 Days
Loans
Past Due
90 Days
or More
Total
Past Due
Current
Loans
Total
Loans
Receivable
Accruing
Loans
Past Due
90 Days
or More
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$37,448 $4,723 $21,685 $63,856 $5,226,256 $5,290,112 $— 
Construction/land development207 7,208 5,849 13,264 2,713,729 2,726,993 405 
Agricultural99 — 489 588 331,824 332,412 — 
Residential real estate loans
Residential 1-4 family3,709 4,650 26,470 34,829 2,099,505 2,134,334 2,321 
Multifamily residential— — 10,925 10,925 1,129,986 1,140,911 — 
Total real estate41,463 16,581 65,418 123,462 11,501,300 11,624,762 2,726 
Consumer1,251 210 13,616 15,077 1,238,669 1,253,746 3,290 
Commercial and industrial41,433 1,048 4,724 47,205 2,175,196 2,222,401 964 
Agricultural and other1,267 14 1,224 2,505 582,795 585,300 — 
Total$85,414 $17,853 $84,982 $188,249 $15,497,960 $15,686,209 $6,980 
Credit Quality Indicators. As part of the on-going monitoring of the credit quality of the Company’s loan portfolio, management tracks certain credit quality indicators including trends related to (i) the risk rating of loans, (ii) the level of classified loans, (iii) net charge-offs, (iv) non-performing loans and (v) the general economic conditions in Arkansas, Florida, Texas, Alabama and New York.
The Company utilizes a risk rating matrix to assign a risk rating to each of its loans. Loans are rated on a scale from 1 to 8. Descriptions of the general characteristics of the 8 risk ratings are as follows:
Risk rating 1 – Excellent. Loans in this category are to persons or entities of unquestionable financial strength, a highly liquid financial position, with collateral that is liquid and well margined. These borrowers have performed without question on past obligations, and the Bank expects their performance to continue. Internally generated cash flow covers current maturities of long-term debt by a substantial margin. Loans secured by bank certificates of deposit and savings accounts, with appropriate holds placed on the accounts, are to be rated in this category.
Risk rating 2 – Good. These are loans to persons or entities with strong financial condition and above-average liquidity that have previously satisfactorily handled their obligations with the Bank. Collateral securing the Bank’s debt is margined in accordance with policy guidelines. Internally generated cash flow covers current maturities of long-term debt more than adequately. Unsecured loans to individuals supported by strong financial statements and on which repayment is satisfactory may be included in this classification.
Risk rating 3 – Satisfactory. Loans to persons or entities with an average financial condition, adequate collateral margins, adequate cash flow to service long-term debt, and net worth comprised mainly of fixed assets are included in this category. These entities are minimally profitable now, with projections indicating continued profitability into the foreseeable future. Closely held corporations or businesses where a majority of the profits are withdrawn by the owners or paid in dividends are included in this rating category. Overall, these loans are basically sound.
Risk rating 4 – Watch. Borrowers who have marginal cash flow, marginal profitability or have experienced an unprofitable year and a declining financial condition characterize these loans. The borrower has in the past satisfactorily handled debts with the Bank, but in recent months has either been late, delinquent in making payments, or made sporadic payments. While the Bank continues to be adequately secured, margins have decreased or are decreasing, despite the borrower’s continued satisfactory condition. Other characteristics of borrowers in this class include inadequate credit information, weakness of financial statement and repayment capacity, but with collateral that appears to limit exposure.
Risk rating 5 – Other Loans Especially Mentioned ("OLEM"). A loan criticized as OLEM has potential weaknesses that deserve management’s close attention. If left uncorrected, these potential weaknesses may result in deterioration of the repayment prospects for the asset or in the institution’s credit position at some future date. OLEM assets are not adversely classified and do not expose the institution to sufficient risk to warrant adverse classification.
Risk rating 6 – Substandard. A loan classified as substandard is inadequately protected by the sound worth and paying capacity of the borrower or the collateral pledged. Loss potential, while existing in the aggregate amount of substandard loans, does not have to exist in individual assets.
Risk rating 7 – Doubtful. A loan classified as doubtful has all the weaknesses inherent in a loan classified as substandard with the added characteristic that the weaknesses make collection or liquidation in full, on the basis of currently existing facts, conditions, and values, highly questionable and improbable. These are poor quality loans in which neither the collateral, if any, nor the financial condition of the borrower presently ensure collectability in full in a reasonable period of time; in fact, there is permanent impairment in the collateral securing the loan.
Risk rating 8 – Loss. Assets classified as loss are considered uncollectible and of such little value that the continuance as bankable assets is not warranted. This classification does not mean that the asset has absolutely no recovery or salvage value, but rather, it is not practical or desirable to defer writing off this basically worthless asset, even though partial recovery may occur in the future. This classification is based upon current facts, not probabilities. Assets classified as loss should be charged-off in the period in which they became uncollectible.
Loans that do not share risk characteristics are evaluated on an individual basis. All loans over $2.0 million that are rated 5 – 8 are individually assessed for credit losses on a quarterly basis. For these loans, where the Company has determined that foreclosure of the collateral is probable, or where the borrower is experiencing financial difficulty and the Company expects repayment of the financial asset to be provided substantially through the sale of the collateral, the allowance for credit losses is measured based on the difference between the fair value of the collateral, net of estimated costs to sell, and the amortized cost basis of the loan as of the measurement date. When repayment is expected to be from the operation of the collateral, expected credit losses are calculated as the amount by which the amortized cost basis of the loan exceeds the present value of expected cash flows from the operation of the collateral. The allowance for credit losses may be zero if the fair value of the collateral, less estimated costs to sell, or present value of cash flows at the measurement date exceeds the amortized cost basis of the loan.
Based on the most recent analysis performed, the risk category of loans by class of loans as of March 31, 2026 and December 31, 2025 is as follows:
March 31, 2026
Term Loans Amortized Cost Basis by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Risk rating 1$— $— $— $— $— $295 $$297 
Risk rating 2— — — — — — — — 
Risk rating 364,556 481,681 258,160 283,941 547,666 1,359,580 219,988 3,215,572 
Risk rating 416,905 86,686 151,786 82,068 538,390 828,549 253,873 1,958,257 
Risk rating 5— 236 633 — 13,358 21,512 395 36,134 
Risk rating 6— 11,986 33,586 2,208 39,936 97,553 — 185,269 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total non-farm/non-residential81,461 580,589 444,165 368,217 1,139,350 2,307,489 474,258 5,395,529 
Construction/land development
Risk rating 1$— $— $— $— $— $$— $
Risk rating 2— — 91 128 — 110 — 329 
Risk rating 384,653 826,112 667,261 148,491 110,723 72,311 82,435 1,991,986 
Risk rating 467,633 81,849 166,567 58,713 36,871 28,581 156,981 597,195 
Risk rating 5— 143 — — 14,844 392 — 15,379 
Risk rating 6— — 7,422 77 485 694 30 8,708 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total construction/land development152,286 908,104 841,341 207,409 162,923 102,095 239,446 2,613,604 
Agricultural
Risk rating 1$— $— $— $— $1,110 $— $— $1,110 
Risk rating 2— — — 221 — 994 — 1,215 
Risk rating 32,747 26,449 18,272 16,095 20,541 38,581 52,273 174,958 
Risk rating 4916 18,230 25,878 6,394 16,372 49,844 14,855 132,489 
Risk rating 5— — — — 4,194 106 — 4,300 
Risk rating 6— — 1,881 34 336 4,245 478 6,974 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural3,663 44,679 46,031 22,744 42,553 93,770 67,606 321,046 
Total commercial real estate loans$237,410 $1,533,372 $1,331,537 $598,370 $1,344,826 $2,503,354 $781,310 $8,330,179 
Residential real estate loans
Residential 1-4 family
Risk rating 1$— $— $— $— $— $81 $$82 
Risk rating 2— — — 155 — — 156 
Risk rating 374,446 216,151 175,805 226,330 332,413 536,867 120,901 1,682,913 
Risk rating 43,850 22,947 39,677 12,098 45,551 171,606 80,136 375,865 
Risk rating 5— 1,049 1,017 1,553 481 4,642 240 8,982 
Risk rating 6259 951 3,900 9,041 18,055 169 32,376 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total residential 1-4 family78,297 240,406 217,450 244,036 387,486 731,251 201,448 2,100,374 
March 31, 2026
Term Loans Amortized Cost Basis by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Multifamily residential
Risk rating 1$— $— $— $— $— $— $— $— 
Risk rating 2— — — — — — — — 
Risk rating 3— 237,392 216,883 58,075 140,912 134,351 7,010 794,623 
Risk rating 41,912 893 658 137,490 197,743 32,394 23,585 394,675 
Risk rating 5— — — — — 2,007 — 2,007 
Risk rating 6— — — — 40,363 971 — 41,334 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total multifamily residential1,912 238,285 217,541 195,565 379,018 169,723 30,595 1,232,639 
Total real estate$317,619 $2,012,063 $1,766,528 $1,037,971 $2,111,330 $3,404,328 $1,013,353 $11,663,192 
Consumer
Risk rating 1$926 $4,246 $2,680 $1,134 $927 $1,551 $2,943 $14,407 
Risk rating 216 — — — — 208 — 224 
Risk rating 354,747 270,285 208,774 139,205 144,814 377,351 1,116 1,196,292 
Risk rating 4462 1,869 1,351 976 4,733 6,219 110 15,720 
Risk rating 5— — — 464 811 — 1,277 
Risk rating 6— 1,050 12,541 5,841 2,110 5,455 19 27,016 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total consumer56,151 277,450 225,346 147,158 153,048 391,595 4,188 1,254,936 
Commercial and industrial
Risk rating 1$258 $776 $1,905 $270 $345 $21,313 $13,965 $38,832 
Risk rating 2101 — 42 46 261 17 4,160 4,627 
Risk rating 321,472 393,083 85,058 92,629 48,006 255,440 568,655 1,464,343 
Risk rating 415,123 74,405 38,048 79,977 65,287 110,631 205,309 588,780 
Risk rating 5— — — 40 4,931 2,639 7,615 
Risk rating 6— 1,064 41,452 848 645 1,563 20,814 66,386 
Risk rating 7— — — — — 1,376 — 1,376 
Risk rating 8— — — 10 — 298 — 308 
Total commercial and industrial36,954 469,328 166,505 173,785 114,584 395,569 815,542 2,172,267 
Agricultural and other
Risk rating 1$410 $205 $500 $344 $78 $106 $1,079 $2,722 
Risk rating 2— 550 114 210 16 — 1,001 1,891 
Risk rating 312,765 9,717 4,249 3,804 2,631 36,288 217,166 286,620 
Risk rating 452,036 9,176 7,329 1,172 33,919 28,482 116,388 248,502 
Risk rating 5— — — 20 1,064 11 — 1,095 
Risk rating 6— — 961 97 343 911 91 2,403 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural and other65,211 19,648 13,153 5,647 38,051 65,798 335,725 543,233 
Total$475,935 $2,778,489 $2,171,532 $1,364,561 $2,417,013 $4,257,290 $2,168,808 $15,633,628 
December 31, 2025
Term Loans Amortized Cost Basis by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Risk rating 1$— $— $— $— $— $301 $— $301 
Risk rating 2— — — — — — — — 
Risk rating 3492,228 210,249 252,348 561,439 426,072 978,310 206,694 3,127,340 
Risk rating 486,206 108,516 96,811 558,844 278,939 561,388 240,408 1,931,112 
Risk rating 5239 664 1,392 13,790 — 23,161 — 39,246 
Risk rating 611,983 33,432 1,735 40,615 6,407 97,516 — 191,688 
Risk rating 7— — 425 — — — — 425 
Risk rating 8— — — — — — — — 
Total non-farm/non-residential590,656 352,861 352,711 1,174,688 711,418 1,660,676 447,102 5,290,112 
Construction/land development
Risk rating 1$— $— $— $— $$— $— $
Risk rating 2376 93 129 — — 120 — 718 
Risk rating 3739,449 863,012 181,685 108,648 23,610 54,423 68,558 2,039,385 
Risk rating 463,720 201,687 56,444 143,542 14,648 20,780 163,294 664,115 
Risk rating 5— — — 16,024 — — — 16,024 
Risk rating 6— 4,584 275 512 536 836 — 6,743 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total construction/land development803,545 1,069,376 238,533 268,726 38,802 76,159 231,852 2,726,993 
Agricultural
Risk rating 1$— $— $— $1,169 $— $— $— $1,169 
Risk rating 2— — 225 — 1,012 — — 1,237 
Risk rating 325,875 20,454 16,985 24,312 11,587 37,628 48,561 185,402 
Risk rating 418,496 24,511 6,407 19,027 18,746 32,232 14,119 133,538 
Risk rating 5— — — 4,194 — 111 — 4,305 
Risk rating 6— 1,881 34 358 1,646 2,527 315 6,761 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural44,371 46,846 23,651 49,060 32,991 72,498 62,995 332,412 
Total commercial real estate loans$1,438,572 $1,469,083 $614,895 $1,492,474 $783,211 $1,809,333 $741,949 $8,349,517 
Residential real estate loans
Residential 1-4 family
Risk rating 1$— $— $— $— $— $83 $$84 
Risk rating 2— — 156 — — — 157 
Risk rating 3284,182 179,100 230,204 344,291 165,821 393,067 120,796 1,717,461 
Risk rating 414,704 36,409 14,293 53,960 100,597 73,643 83,482 377,088 
Risk rating 5331 — 684 653 981 5,599 101 8,349 
Risk rating 6117 667 4,143 8,520 4,481 12,693 574 31,195 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total residential 1-4 family299,334 216,176 249,480 407,424 271,880 485,085 204,955 2,134,334 
December 31, 2025
Term Loans Amortized Cost Basis by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Multifamily residential
Risk rating 1$— $— $— $— $— $— $— $— 
Risk rating 2— — — — — — — — 
Risk rating 3237,328 55,087 58,077 141,548 29,736 104,185 9,189 635,150 
Risk rating 4897 663 199,306 197,414 10,767 23,742 29,872 462,661 
Risk rating 5— — — — 503 1,501 — 2,004 
Risk rating 6— — — 40,113 — 983 — 41,096 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total multifamily residential238,225 55,750 257,383 379,075 41,006 130,411 39,061 1,140,911 
Total real estate$1,976,131 $1,741,009 $1,121,758 $2,278,973 $1,096,097 $2,424,829 $985,965 $11,624,762 
Consumer
Risk rating 1$4,723 $2,974 $1,306 $970 $449 $1,191 $1,654 $13,267 
Risk rating 2— — — — — 217 — 217 
Risk rating 3277,176 216,183 150,202 153,393 140,454 255,252 1,218 1,193,878 
Risk rating 42,526 1,916 1,031 5,092 1,509 4,376 126 16,576 
Risk rating 5— — 114 464 200 1,146 — 1,924 
Risk rating 6778 12,570 6,296 1,504 246 5,322 28 26,744 
Risk rating 7— — — — — — — — 
Risk rating 8— — — 1,140 — — — 1,140 
Total consumer285,203 233,643 158,949 162,563 142,858 267,504 3,026 1,253,746 
Commercial and industrial
Risk rating 1$951 $3,241 $288 $364 $636 $20,727 $14,327 $40,534 
Risk rating 243 62 277 — 20 4,018 4,422 
Risk rating 3401,676 92,773 419,568 132,633 41,839 249,339 325,878 1,663,706 
Risk rating 480,245 33,265 50,968 41,099 23,792 58,246 152,751 440,366 
Risk rating 5— — 40 4,632 955 1,147 6,781 
Risk rating 6852 40,887 391 648 663 1,785 21,025 66,251 
Risk rating 7— — — — — — — — 
Risk rating 8— — — 329 — 11 341 
Total commercial and industrial483,726 170,209 471,285 175,061 71,891 331,072 519,157 2,222,401 
Agricultural and other
Risk rating 1$214 $556 $344 $78 $16 $90 $948 $2,246 
Risk rating 2552 115 253 16 — — 2,159 3,095 
Risk rating 328,999 5,040 4,214 3,111 22,774 17,136 248,547 329,821 
Risk rating 446,091 8,734 1,127 34,328 3,925 28,167 123,570 245,942 
Risk rating 5— — — 1,222 11 — — 1,233 
Risk rating 6— 1,098 108 343 32 1,265 117 2,963 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural and other75,856 15,543 6,046 39,098 26,758 46,658 375,341 585,300 
Total$2,820,916 $2,160,404 $1,758,038 $2,655,695 $1,337,604 $3,070,063 $1,883,489 $15,686,209 
The following table presents gross write-offs by origination date as of March 31, 2026 and December 31, 2025.
March 31, 2026
Gross Loan Write-Offs by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate
Commercial real estate loans
Non-farm/non-residential$— $— $453 $— $— $$— $457 
Construction/land development— — — — — — — — 
Agricultural— — — — — — 
Residential real estate loans
Residential 1-4 family— — 40 110 234 — 393 
Total real estate— — 493 110 239 — 851 
Consumer— 64 — — 77 
Commercial and industrial— — 640 46 21 308 311 1,326 
Agricultural & other593 *— — — — — 595 
Total$593 $$1,139 $163 $94 $547 $311 $2,849 
*The 2026 write-off consists entirely of overdrafts.
December 31, 2025
Gross Loan Write-Offs by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate
Commercial real estate loans
Non-farm/non-residential$— $$400 $47 $289 $2,293 $— $3,034 
Construction/land development— 18 11 — 41 — — 70 
Agricultural— — — — — — — — 
Residential real estate loans
Residential 1-4 family— 21 98 309 — 203 — 631 
Multifamily residential— — — — — — — — 
Total real estate— 44 509 356 330 2,496 — 3,735 
Consumer222 **82 628 613 277 458 41 2,321 
Commercial and industrial— 149 2,582 763 1,206 898 779 6,377 
Agricultural & other2,808 **— — — — — 2,810 
Total$3,030 $277 $3,719 $1,732 $1,813 $3,852 $820 $15,243 
**The 2025 write-offs primarily consist of overdrafts.
The Company considers the performance of the loan portfolio and its impact on the allowance for credit losses. The Company also evaluates credit quality based on the aging status of the loan, which was previously presented, and by payment activity. The following tables present the amortized cost of performing and nonperforming loans as of March 31, 2026 and December 31, 2025.
March 31, 2026
Term Loans Amortized Cost Basis by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Performing$81,461 $580,589 $412,089 $367,056 $1,112,001 $2,275,331 $474,258 $5,302,785 
Non-performing— — 32,076 1,161 27,349 32,158 — 92,744 
Total non-farm/non-residential
81,461 580,589 444,165 368,217 1,139,350 2,307,489 474,258 5,395,529 
Construction/land development
Performing$152,286 $908,104 $833,919 $207,409 $162,438 $101,576 $239,416 $2,605,148 
Non-performing— — 7,422 — 485 519 30 8,456 
Total construction/ land development
152,286 908,104 841,341 207,409 162,923 102,095 239,446 2,613,604 
Agricultural
Performing$3,663 $44,679 $46,031 $22,744 $42,553 $93,547 $67,431 $320,648 
Non-performing— — — — — 223 175 398 
Total agricultural3,663 44,679 46,031 22,744 42,553 93,770 67,606 321,046 
Total commercial real estate loans
$237,410 $1,533,372 $1,331,537 $598,370 $1,344,826 $2,503,354 $781,310 $8,330,179 
Residential real estate loans
Residential 1-4 family
Performing$78,297 $240,008 $216,513 $239,672 $380,696 $715,818 $201,417 $2,072,421 
Non-performing— 398 937 4,364 6,790 15,433 31 27,953 
Total residential 1-4 family
78,297 240,406 217,450 244,036 387,486 731,251 201,448 2,100,374 
Multifamily residential
Performing$1,912 $238,285 $217,541 $195,565 $368,655 $168,911 $30,595 $1,221,464 
Non-performing— — — — 10,363 812 — 11,175 
Total multifamily residential
1,912 238,285 217,541 195,565 379,018 169,723 30,595 1,232,639 
Total real estate$317,619 $2,012,063 $1,766,528 $1,037,971 $2,111,330 $3,404,328 $1,013,353 $11,663,192 
Consumer
Performing$56,151 $277,381 $224,285 $142,120 $151,643 $386,793 $4,170 $1,242,543 
Non-performing— 69 1,061 5,038 1,405 4,802 18 12,393 
Total consumer56,151 277,450 225,346 147,158 153,048 391,595 4,188 1,254,936 
Commercial and industrial
Performing$36,954 $468,411 $125,233 $173,221 $114,146 $393,553 $794,772 $2,106,290 
Non-performing— 917 41,272 564 438 2,016 20,770 65,977 
Total commercial and industrial36,954 469,328 166,505 173,785 114,584 395,569 815,542 2,172,267 
Agricultural and other
Performing$65,211 $19,648 $12,995 $5,550 $37,739 $65,134 $335,725 $542,002 
Non-performing— — 158 97 312 664 — 1,231 
Total agricultural and other65,211 19,648 13,153 5,647 38,051 65,798 335,725 543,233 
Total$475,935 $2,778,489 $2,171,532 $1,364,561 $2,417,013 $4,257,290 $2,168,808 $15,633,628 



December 31, 2025
Term Loans Amortized Cost Basis by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Performing$590,656 $319,429 $352,286 $1,147,293 $709,851 $1,629,945 $447,102 $5,196,562 
Non-performing— 33,432 425 27,395 1,567 30,731 — 93,550 
Total non-farm/non-residential
590,656 352,861 352,711 1,174,688 711,418 1,660,676 447,102 5,290,112 
Construction/land development
Performing$803,545 $1,065,095 $238,336 $268,292 $38,502 $75,522 $231,852 $2,721,144 
Non-performing— 4,281 197 434 300 637 — 5,849 
Total construction/land development
803,545 1,069,376 238,533 268,726 38,802 76,159 231,852 2,726,993 
Agricultural
Performing$44,371 $46,846 $23,651 $49,060 $32,991 $72,021 $62,983 $331,923 
Non-performing— — — — — 477 12 489 
Total agricultural44,371 46,846 23,651 49,060 32,991 72,498 62,995 332,412 
Total commercial real estate loans
$1,438,572 $1,469,083 $614,895 $1,492,474 $783,211 $1,809,333 $741,949 $8,349,517 
Residential real estate loans
Residential 1-4 family
Performing$299,149 $215,558 $244,767 $400,643 $267,493 $472,717 $204,605 $2,104,932 
Non-performing185 618 4,713 6,781 4,387 12,368 350 29,402 
Total residential 1-4 family
299,334 216,176 249,480 407,424 271,880 485,085 204,955 2,134,334 
Multifamily residential
Performing$238,225 $55,750 $257,383 $368,962 $41,006 $129,599 $39,061 $1,129,986 
Non-performing— — — 10,113 — 812 — 10,925 
Total multifamily residential
238,225 55,750 257,383 379,075 41,006 130,411 39,061 1,140,911 
Total real estate$1,976,131 $1,741,009 $1,121,758 $2,278,973 $1,096,097 $2,424,829 $985,965 $11,624,762 
Consumer
Performing$285,182 $232,580 $153,116 $160,625 $142,817 $262,786 $3,024 $1,240,130 
Non-performing21 1,063 5,833 1,938 41 4,718 13,616 
Total consumer285,203 233,643 158,949 162,563 142,858 267,504 3,026 1,253,746 
Commercial and industrial
Performing$482,817 $129,624 $471,177 $174,639 $71,256 $329,475 $499,046 $2,158,034 
Non-performing909 40,585 108 422 635 1,597 20,111 64,367 
Total commercial and industrial483,726 170,209 471,285 175,061 71,891 331,072 519,157 2,222,401 
Agricultural and other
Performing$75,856 $15,385 $5,938 $38,786 $26,715 $46,132 $375,264 $584,076 
Non-performing— 158 108 312 43 526 77 1,224 
Total agricultural and other75,856 15,543 6,046 39,098 26,758 46,658 375,341 585,300 
Total$2,820,916 $2,160,404 $1,758,038 $2,655,695 $1,337,604 $3,070,063 $1,883,489 $15,686,209 
The Company had approximately $30.2 million or 204 total revolving loans convert to term loans for the three months ended March 31, 2026 compared to $15.2 million or 44 total revolving loans convert to term loans for the three months ended March 31, 2025. These loans were considered immaterial for vintage disclosure inclusion.
The following table presents the amortized cost basis of modified loans to borrowers experiencing financial difficulty by class and modification type at March 31, 2026 and December 31, 2025. The percentage of the amortized cost basis of loans that were modified to borrowers in financial distress as compared to the amortized cost basis of each class of financing receivable is also presented below.
March 31, 2026
Combination of Modifications
Term ExtensionInterest Rate ReductionPrincipal ReductionInterest OnlyInterest Rate Reduction and Term ExtensionTerm Extension and Interest OnlyTerm Extension and Principal ReductionPost-
Modification
Outstanding
Balance
Percentage of Total Class of Loans Receivable
(In thousands)
Real estate:
Commercial real estate loans
    Non-farm/non-residential$376 $31,869 $— $937 $328 $14,530 $— $48,040 0.89 %
    Construction/land development— — — — — — — 
Residential real estate loans
    Residential 1-4 family1,023 784 97 19 2,233 — 113 4,269 0.20 
Total real estate1,399 32,653 97 965 2,561 14,530 113 52,318 0.45 
Consumer— 3,161 — — — — — 3,161 0.25 
Commercial and industrial57 60,207 — — 243 — — 60,507 2.79 
Total$1,456 $96,021 $97 $965 $2,804 $14,530 $113 $115,986 0.74 %
December 31, 2025
Combination of Modifications
Term ExtensionInterest Rate ReductionPrincipal ReductionInterest OnlyInterest Rate Reduction and Term ExtensionPrincipal Reduction and Interest Rate ReductionTerm Extension and Interest OnlyTerm Extension and Principal ReductionPost-
Modification
Outstanding
Balance
Percentage of Total Class of Loans Receivable
(In thousands)
Real estate:
Commercial real estate loans
    Non-farm/non-residential$378 $31,869 $— $1,001 $330 $— $14,752 $— $48,330 0.91 %
    Construction/land development— — — 36 — — — — 36 — 
Residential real estate loans
    Residential 1-4 family1,033 1,018 99 20 2,300 — — 114 4,584 0.21 
Total real estate1,411 32,887 99 1,057 2,630 — 14,752 114 52,950 0.46 
Consumer— 2,938 — — — — — — 2,938 0.23 
Commercial and industrial58 59,585 — — 74 — — — 59,717 2.69 
Total$1,469 $95,410 $99 $1,057 $2,704 $— $14,752 $114 $115,605 0.74 %
During the three months ended March 31, 2026, the Company restructured approximately $175,000 in loans to two borrowers. The ending balance of these loans as of March 31, 2026, was $174,000. During the three months ended March 31, 2025, the Company restructured approximately $4.0 million in loans to four borrowers. The ending balance of these loans as of March 31, 2025, was $3.9 million. The Company considered the financial effect of these loan modifications to borrowers experiencing financial difficulty during the three months ended March 31, 2026 and March 31, 2025 as well as the unadvanced balances to these borrowers immaterial for tabular disclosure inclusion.
The following table presents the amortized cost basis of loans that had a payment default during the three months ended March 31, 2026 and were modified in the twelve months prior to that default to borrowers experiencing financial difficulty.
March 31, 2026
Interest Rate ReductionCombination Interest Rate Reduction and Term Extension
(Dollars in thousands)
Real estate
Commercial real estate loans
Non-farm/non-residential$— $— 
Residential real estate loans
Residential 1-4 family61 597 
Total real estate61 597 
Consumer— — 
Commercial and industrial— — 
Total$61 $597 
The Company closely monitors the performance of the loans that are modified to borrowers experiencing financial difficulty to understand the effectiveness of its modification efforts. The Company has modified 11 loans over the past 12 months to borrowers experiencing financial difficulty. The pre-modification balance of the loans was $1.2 million, and the ending balance as of March 31, 2026 was $1.1 million. The $1.1 million balance consists of $660,000 of non-accrual loans and $443,000 of current loans as of March 31, 2026.
Upon the Company's determination that a modified loan (or portion of a loan) has subsequently been deemed uncollectible, the loan (or a portion of the loan) is written off. Therefore, the amortized cost basis of the loan is reduced by the uncollectible amount and the allowance for credit losses on loans is adjusted by the same amount. The defaults impact the loss rate by applicable loan pool for the quarterly CECL calculation. For individually analyzed loans which are not considered to be collateral dependent, an allowance is recorded based on the loss rate for the respective pool within the collective evaluation.
The following is a presentation of total foreclosed assets as of March 31, 2026 and December 31, 2025:
March 31, 2026December 31, 2025
(In thousands)
Commercial real estate loans
Non-farm/non-residential$23,183 $23,433 
Construction/land development15,311 15,230 
Residential real estate loans
Residential 1-4 family2,380 1,168 
Total foreclosed assets held for sale$40,874 $39,831 
v3.26.1
Goodwill and Core Deposits and Other Intangibles
3 Months Ended
Mar. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Core Deposits and Other Intangibles Goodwill and Core Deposits and Other Intangibles
Changes in the carrying amount and accumulated amortization of the Company’s goodwill and core deposits and other intangibles at March 31, 2026 and December 31, 2025, were as follows:
March 31, 2026December 31, 2025
(In thousands)
Goodwill
Balance, beginning of period$1,398,253 $1,398,253 
Balance, end of period$1,398,253 $1,398,253 
March 31, 2026December 31, 2025
(In thousands)
Core Deposit Intangibles
Balance, beginning of period, January 1$32,293 $40,327 
Amortization expense(1,938)(2,047)
Balance, March 31
$30,355 38,280 
Amortization expense(5,987)
Balance, end of year$32,293 
The carrying basis and accumulated amortization of core deposit intangibles at March 31, 2026 and December 31, 2025 were:
March 31, 2026December 31, 2025
(In thousands)
Gross carrying basis$128,888 $128,888 
Accumulated amortization(98,533)(96,595)
Net carrying amount$30,355 $32,293 
Core deposit intangible amortization expense was approximately $1.9 million and $2.0 million for the three months ended March 31, 2026 and 2025, respectively. The Company’s estimated amortization expense of core deposits intangibles for each of the years 2026 through 2030 is approximately: 2026 – $7.8 million; 2027 – $6.6 million; 2028 – $4.2 million; 2029 – $4.2 million; 2030 - $4.2 million.
The carrying amount of the Company’s goodwill was $1.40 billion at both March 31, 2026 and December 31, 2025. Goodwill is tested annually for impairment during the fourth quarter or more often if events and circumstances indicate there may be an impairment. During the 2025 review, no impairment was found. If the implied fair value of goodwill is lower than its carrying amount, goodwill impairment is indicated, and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the consolidated financial statements.
v3.26.1
Other Assets
3 Months Ended
Mar. 31, 2026
Other Assets [Abstract]  
Other Assets Other Assets
Other assets consist primarily of equity securities without a readily determinable fair value and other miscellaneous assets. As of March 31, 2026 and December 31, 2025, other assets were $371.3 million and $374.6 million, respectively.
The Company has equity securities without readily determinable fair values such as stock holdings in the Federal Home Loan Bank ("FHLB"), the Federal Reserve Bank ("Federal Reserve") and First National Bankers' Bank ("FNBB") which are outside the scope of ASC Topic 321, Investments – Equity Securities ("ASC Topic 321"). These equity securities without a readily determinable fair value were $125.2 million and $128.1 million at March 31, 2026 and December 31, 2025, and are accounted for at cost.
The Company holds equity securities accounted for under ASC Topic 321, including securities without a readily determinable fair value and securities measured using net asset value as a practical expedient to determine fair value under ASC Topic 820. These equity securities were $99.1 million and $97.1 million at March 31, 2026 and December 31, 2025, respectively. There were no transactions during the period that would indicate a material change in fair value. The remaining capital commitments were $25.3 million and $27.0 million at March 31, 2026 and December 31, 2025, respectively.
v3.26.1
Deposits
3 Months Ended
Mar. 31, 2026
Deposits [Abstract]  
Deposits Deposits
The aggregate amount of time deposits with a minimum denomination of $250,000 was $987.7 million and $1.01 billion at March 31, 2026 and December 31, 2025, respectively. The aggregate amount of time deposits with a minimum denomination of $100,000 was $1.25 billion and $1.28 billion at March 31, 2026 and December 31, 2025, respectively. Interest expense applicable to certificates in excess of $100,000 totaled $10.9 million and $12.1 million for the three months ended March 31, 2026 and 2025, respectively. As of March 31, 2026 and December 31, 2025, brokered deposits were $439.3 million and $435.7 million, respectively.
Deposits totaling approximately $3.29 billion and $3.32 billion at March 31, 2026 and December 31, 2025, respectively, were public funds obtained primarily from state and political subdivisions in the United States.
v3.26.1
Securities Sold Under Agreements to Repurchase
3 Months Ended
Mar. 31, 2026
Securities Sold under Agreements to Repurchase [Abstract]  
Securities Sold Under Agreements to Repurchase Securities Sold Under Agreements to Repurchase
At March 31, 2026 and December 31, 2025, securities sold under agreements to repurchase totaled $157.4 million and $155.8 million, respectively. For the three-month periods ended March 31, 2026 and 2025, securities sold under agreements to repurchase daily weighted-average totaled $151.9 million and $155.9 million, respectively.
The remaining contractual maturity of securities sold under agreements to repurchase in the consolidated balance sheets as of March 31, 2026 and December 31, 2025 is presented in the following table:
March 31, 2026December 31, 2025
Overnight and
Continuous
Total
Overnight and
Continuous
Total
(In thousands)
Securities sold under agreements to repurchase:
Mortgage-backed securities$54,268 $54,268 $55,615 $55,615 
State and political subdivisions33,212 33,212 31,103 31,103 
Other securities69,929 69,929 69,085 69,085 
Total borrowings$157,409 $157,409 $155,803 $155,803 
v3.26.1
FHLB and Other Borrowed Funds
3 Months Ended
Mar. 31, 2026
Advance from Federal Home Loan Bank [Abstract]  
FHLB and Other Borrowed Funds FHLB and Other Borrowed Funds
The Company’s FHLB borrowed funds, which are secured by our loan portfolio, were $500.0 million at both March 31, 2026 and December 31, 2025. At both March 31, 2026 and December 31, 2025, $100.0 million and $400.0 million of the outstanding balances were classified as short-term and long-term advances, respectively.
The FHLB advances mature from 2026 to 2037 with fixed interest rates ranging from 3.37% to 4.84%. Expected maturities could differ from contractual maturities because FHLB may have the right to call, or the Company may have the right to prepay certain obligations.
Other borrowed funds were $250,000 at both March 31, 2026 and December 31, 2025. These were classified as short-term advances.
Additionally, the Company had $1.51 billion and $1.48 billion at March 31, 2026 and December 31, 2025, respectively, in letters of credit under a FHLB blanket borrowing line of credit, which are used to collateralize public deposits.
v3.26.1
Subordinated Debentures
3 Months Ended
Mar. 31, 2026
Debt Disclosure [Abstract]  
Subordinated Debentures Subordinated Debentures
Subordinated debentures at March 31, 2026 and December 31, 2025 consisted of the following components:
As of
March 31, 2026
As of
December 31, 2025
(In thousands)
Subordinated debt securities
Subordinated notes, net of issuance costs, issued in 2022, due 2032, fixed rate of 3.125% during the first five years and at a floating rate of 182 basis points above the then three-month SOFR rate, reset quarterly, thereafter, callable in 2027 without penalty
279,433 279,265 
Total$279,433 $279,265 
Subordinated Debt Securities. On January 18, 2022, the Company completed an underwritten public offering of $300.0 million in aggregate principal amount of its 3.125% Fixed-to-Floating Rate Subordinated Notes due 2032 (the "2032 Notes") for net proceeds, after underwriting discounts and issuance costs of approximately $296.4 million. The 2032 Notes are unsecured, subordinated debt obligations of the Company and will mature on January 30, 2032. From and including the date of issuance to, but excluding January 30, 2027 or the date of earlier redemption, the 2032 Notes will bear interest at an initial rate of 3.125% per annum, payable in arrears on January 30 and July 30 of each year. From and including January 30, 2027 to, but excluding, the maturity date or earlier redemption, the 2032 Notes will bear interest at a floating rate equal to the Benchmark rate (which is expected to be Three-Month Term SOFR), each as defined in and subject to the provisions of the applicable supplemental indenture for the 2032 Notes, plus 182 basis points, payable quarterly in arrears on January 30, April 30, July 30, and October 30 of each year, commencing on April 30, 2027.
The Company may, beginning with the interest payment date of January 30, 2027, and on any interest payment date thereafter, redeem the 2032 Notes, in whole or in part, subject to prior approval of the Federal Reserve if then required, at a redemption price equal to 100% of the principal amount of the 2032 Notes to be redeemed plus accrued and unpaid interest to but excluding the date of redemption. The Company may also redeem the 2032 Notes at any time, including prior to January 30, 2027, at the Company’s option, in whole but not in part, subject to prior approval of the Federal Reserve if then required, if certain events occur that could impact the Company’s ability to deduct interest payable on the 2032 Notes for U.S. federal income tax purposes or preclude the 2032 Notes from being recognized as Tier 2 capital for regulatory capital purposes, or if the Company is required to register as an investment company under the Investment Company Act of 1940, as amended. In each case, the redemption would be at a redemption price equal to 100% of the principal amount of the 2032 Notes plus any accrued and unpaid interest to, but excluding, the redemption date.
On September 4, 2025, the Company repurchased $20.0 million of the 2032 Notes in an open-market transaction. The repurchase resulted in a $1.9 million gain.
v3.26.1
Income Taxes
3 Months Ended
Mar. 31, 2026
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
The following is a summary of the components of the provision for income taxes for the three months ended March 31, 2026 and 2025:
For the Three Months Ended March 31,
20262025
(In thousands)
Current:
Federal$21,564 $21,218 
State4,293 4,290 
Total current25,857 25,508 
Deferred:
Federal6,810 5,354 
State1,356 1,083 
Total deferred8,166 6,437 
Income tax expense$34,023 $31,945 
The reconciliation between the statutory federal income tax rate and effective income tax rate by dollar amount and percentage is as follows for the three months ended March 31, 2026 and 2025:
Three Months Ended March 31, 2026Three Months Ended March 31, 2025
AmountPercentAmountPercent
Income tax at federal statutory rate$31,969 21.00 %$30,902 21.00 %
Tax effect of:
State income taxes, net of federal income taxes(1)
3,730 2.45 3,583 2.44 
Tax credits
Other tax credits(60)(0.04)%(60)(0.04)%
Nontaxable or nondeductible items
Nontaxable income:
Interest on municipal securities(1,782)(1.17)%(1,689)(1.15)%
Income on bank-owned life insurance(288)(0.19)%(387)(0.26)%
Other nontaxable income(635)(0.42)%(985)(0.67)%
Nondeductible expenses:
Municipal bond interest expense47 0.03 %43 0.03 %
Executive compensation expense634 0.42 %269 0.18 %
Other nondeductible expenses408 0.27 %269 0.18 %
Other— — %— — %
Total$34,023 22.35 %$31,945 21.71 %
(1) State taxes in Arkansas, Florida and New York made up the majority (greater than 50%) of the tax effect in this category.
The effective tax rate differs from the U.S. federal statutory rate primarily due to state income taxes, net of federal benefit, and executive compensation, which increased the rate. These increases were partially offset by the effect of non-taxable interest income, which lowered the rate.
Income taxes paid, net of refunds received, for the three months ended March 31, 2026 is as follows:
March 31, 2026
(In thousands)
Federal$— 
State and local
New York1,071 
All other states780 
Total1,851 
The types of temporary differences between the tax basis of assets and liabilities and their financial reporting amounts that give rise to deferred income tax assets and liabilities, and their approximate tax effects, are as follows:
March 31,
2026
December 31,
2025
(In thousands)
Deferred tax assets:
Allowance for credit losses$80,249 $80,486 
Deferred compensation3,900 7,048 
Stock compensation2,345 3,671 
Non-accrual interest income1,479 1,388 
Real estate owned310 310 
Unrealized loss on investment securities, available-for-sale55,461 51,026 
Loan discounts1,871 2,110 
Investments22,208 22,619 
Other11,799 12,882 
Gross deferred tax assets179,622 181,540 
Deferred tax liabilities:
Accelerated depreciation on premises and equipment4,563 2,521 
Tax basis on acquisitions11,308 10,645 
Core deposit intangible6,777 7,217 
FHLB dividends1,935 2,003 
Other11,052 11,132 
Gross deferred tax liabilities35,635 33,518 
Net deferred tax assets$143,987 $148,022 
The Company files income tax returns in the U.S. federal jurisdiction. The Company is no longer subject to U.S. federal and state tax examinations by tax authorities for years before 2022. The Company’s income tax returns are open and subject to examinations from the 2022 tax year and forward.
The Company recognizes interest related to unrecognized tax benefits in interest expense and penalties in other non-interest expense. During the three months ended March 31, 2026 and 2025, the Company did not recognize any significant interest or penalties.
v3.26.1
Common Stock, Compensation Plans and Other
3 Months Ended
Mar. 31, 2026
Equity [Abstract]  
Common Stock, Compensation Plans and Other Common Stock, Compensation Plans and Other
Common Stock
As of March 31, 2026, the Company’s Restated Articles of Incorporation, as amended, authorized the issuance of up to 400,000,000 shares of common stock, par value $0.01 per share. The Company also has the authority to issue up to 5,500,000 shares of preferred stock, par value $0.01 per share under the Company’s Restated Articles of Incorporation, as amended.
Stock Repurchases
During the three months ended March 31, 2026, the Company repurchased a total of 507,622 shares with a weighted-average stock price of $27.34 per share. Shares repurchased under the program as of March 31, 2026 since its inception total 29,905,835 shares. The remaining balance available for repurchase is 16,601,672 shares at March 31, 2026.
Stock Compensation Plans
The Company has a stock option and performance incentive plan known as the Home BancShares, Inc. 2022 Equity Incentive Plan (the "Plan"). The purpose of the Plan is to attract and retain highly qualified officers, directors, key employees, and other persons, and to motivate those persons to improve the Company’s business results. As of March 31, 2026, the maximum total number of shares of the Company’s common stock available for issuance under the Plan was 14,788,000 shares. At March 31, 2026, the Company had 1,280,014 shares of common stock available for future grants and 2,443,213 shares of common stock reserved for issuance pursuant to the Plan.
The intrinsic value of the stock options outstanding was $4.5 million, which includes the intrinsic value of vested stock options of $4.5 million at March 31, 2026. The intrinsic value of stock options exercised during the three months ended March 31, 2026 was approximately $349,000. Total unrecognized compensation cost related to non-vested stock option awards, which are expected to be recognized over the vesting periods, was approximately $287,000 as of March 31, 2026.
The table below summarizes the stock option transactions under the Plan at March 31, 2026 and December 31, 2025 and changes during the three month period and year then ended:
For the Three Months Ended March 31, 2026
For the Year Ended
December 31, 2025
Shares (000) Weighted-
Average
Exercisable
Price
Shares (000) Weighted-
Average
Exercisable
Price
Outstanding, beginning of year1,240 $23.10 1,590 $22.66 
Granted— — 10 26.46 
Forfeited/Expired— — (19)22.21 
Exercised(45)21.70 (341)21.20 
Outstanding, end of period1,195 23.15 1,240 23.10 
Exercisable, end of period1,163 23.08 974 22.96 
Stock-based compensation expense for stock-based compensation awards granted is based on the grant-date fair value. For stock option awards, the fair value is estimated at the date of grant using the Black-Scholes option-pricing model. This model requires the input of highly subjective assumptions, changes to which can materially affect the fair value estimate. Additionally, there may be other factors that would otherwise have a significant effect on the value of employee stock options granted but are not considered by the model. Accordingly, while management believes that the Black-Scholes option-pricing model provides a reasonable estimate of fair value, the model does not necessarily provide the best single measure of fair value for the Company's employee stock options. There were no options granted during the three months ended March 31, 2026. The fair value of each option granted is estimated on the date of grant using the Black-Scholes option-pricing model based on the weighted-average assumptions for expected dividend yield, expected stock price volatility, risk-free interest rate, and expected life of options granted.
The assumptions used in determining the fair value of the 2026 and 2025 stock option grants were as follows:
For the Three Months Ended March 31, 2026
For the Year Ended December 31, 2025
Expected dividend yieldNot applicable3.02 %
Expected stock price volatilityNot applicable29.16 %
Risk-free interest rateNot applicable4.13 %
Expected life of optionsNot applicable6.5 years
The following is a summary of currently outstanding and exercisable options at March 31, 2026:
Options OutstandingOptions Exercisable
Exercise PricesOptions
Outstanding
Shares
(000)
Weighted-
Average
Remaining
Contractual
Life (in years)
Weighted-
Average
Exercise
Price
Options
Exercisable
Shares (000)
Weighted-
Average
Exercise
Price
$18.00 to $19.99
22 3.03$19.06 22 $19.06 
$20.00 to $21.99
72 4.3620.74 72 20.74 
$22.00 to $23.99
1,028 2.4323.20 1,020 23.21 
$24.00 to $25.99
53 2.6725.39 47 25.53 
$26.00 to $27.99
10 9.0526.46 — — 
$28.00 to $29.99
10 8.6129.4129.41 
1,195 1,163 
The table below summarized the activity for the Company’s restricted stock issued and outstanding at March 31, 2026 and December 31, 2025 and changes during the period and year then ended:
As of
March 31, 2026
As of
December 31, 2025
(In thousands)
Beginning of year1,118 1,429 
Issued533 265 
Vested(484)(559)
Forfeited— (17)
End of period1,167 1,118 
Amount of expense for the three months and twelve months ended, respectively
$3,098 $9,784 
Total unrecognized compensation cost related to non-vested restricted stock awards, which are expected to be recognized over the vesting periods, was approximately $24.7 million as of March 31, 2026.
v3.26.1
Non-Interest Expense
3 Months Ended
Mar. 31, 2026
Noninterest Expense [Abstract]  
Non-Interest Expense Non-Interest Expense
The table below shows the components of non-interest expense for the three months ended March 31, 2026 and 2025:
Three Months Ended March 31,
20262025
(In thousands)
Salaries and employee benefits$63,236 $61,855 
Occupancy and equipment14,867 14,425 
Data processing expense8,884 8,558 
Merger and acquisition expenses394 — 
Other operating expenses:
Advertising2,227 1,928 
Amortization of intangibles1,938 2,047 
Electronic banking expense3,326 3,055 
Directors’ fees518 452 
Due from bank service charges333 281 
FDIC and state assessment1,599 3,387 
Insurance1,074 999 
Legal and accounting914 3,641 
Other professional fees1,946 1,947 
Operating supplies748 711 
Postage543 503 
Telephone363 436 
Other expense11,065 8,703 
Total other operating expenses26,594 28,090 
Total non-interest expense$113,975 $112,928 
v3.26.1
Leases
3 Months Ended
Mar. 31, 2026
Leases [Abstract]  
Leases Leases
The Company leases land and office facilities under long-term, non-cancelable operating lease agreements. The leases expire at various dates through 2039 and do not include renewal options based on economic factors that would have implied that continuation of the lease was reasonably certain. Certain leases provide for increases in future minimum annual rental payments as defined in the lease agreements. The leases generally include real estate taxes and common area maintenance charges in the rental payments. Short-term leases are leases having a term of twelve months or less. The Company does not separate nonlease components from the associated lease component of our operating leases. As a result, the Company accounts for these components as a single component since (i) the timing and pattern of transfer of the nonlease components and the associated lease component are the same and (ii) the lease component, if accounted for separately, would be classified as an operating lease. The Company recognizes short term leases on a straight-line basis and does not record a related right-of-use ("ROU") asset and liability for such leases. In addition, equipment leases were determined to be immaterial and a related ROU asset and liability for such leases is not recorded.
As of March 31, 2026, the balances of the ROU asset and lease liability were $31.8 million and $32.7 million, respectively. As of December 31, 2025, the balances of the ROU asset and lease liability were $33.9 million and $34.8 million, respectively. The ROU asset is included in bank premises and equipment, net, and the lease liability is included in accrued interest payable and other liabilities.
The minimum rental commitments under these noncancelable operating leases are as follows (in thousands) as of March 31, 2026 and December 31, 2025:
March 31, 2026December 31, 2025
2026$7,250 $9,802 
20277,922 7,689 
20285,623 5,377 
20295,329 5,071 
20305,038 4,767 
Thereafter16,978 16,822 
Total future minimum lease payments$48,140 $49,528 
Discount effect of cash flows(15,402)(14,738)
Present value of net future minimum lease payments$32,738 $34,790 
Additional information (dollar amounts in thousands):
Three Months Ended
Lease expense:March 31, 2026March 31, 2025
Operating lease expense$2,417$2,307
Variable lease expense235270
Total lease expense$2,652$2,577
Other information:
Cash paid for amounts included in the measurement of lease liabilities
$2,155$2,001
Weighted-average remaining lease term (in years)
7.807.30
Weighted-average discount rate3.60 %3.62 %
The Company currently leases two properties from two related parties. Total rent expense from the leases was $20,000, or 0.75% of total lease expense, for the three months ended March 31, 2026.
v3.26.1
Significant Estimates and Concentrations of Credit Risks
3 Months Ended
Mar. 31, 2026
Commitments and Contingencies Disclosure [Abstract]  
Significant Estimates and Concentrations of Credit Risks Significant Estimates and Concentrations of Credit Risks
Accounting principles generally accepted in the United States of America require disclosure of certain significant estimates and current vulnerabilities due to certain concentrations. Estimates related to the allowance for credit losses and certain concentrations of credit risk are reflected in Note 5, while deposit concentrations are reflected in Note 8.
The Company’s primary market areas as of March 31, 2026, are in Arkansas, Florida, Texas, South Alabama and New York. The Company primarily grants loans to customers located within these markets unless the borrower has an established relationship with the Company.
The diversity of the Company’s economic base tends to provide a stable lending environment. Although the Company has a loan portfolio that is diversified in both industry and geographic area, a substantial portion of its debtors’ ability to honor their contracts is dependent upon real estate values, tourism demand and the economic conditions prevailing in its market areas.
Although the Company has a diversified loan portfolio, at both March 31, 2026 and December 31, 2025, commercial real estate loans represented 53.3% and 53.2% of total loans receivable, respectively, and 191.5% and 194.3% of total stockholders’ equity, respectively. Residential real estate loans represented 21.3% and 20.9% of total loans receivable and 76.6% and 76.2% of total stockholders’ equity at March 31, 2026 and December 31, 2025, respectively.
Approximately 79.4% of the Company’s total loans and 83.5% of the Company’s real estate loans as of March 31, 2026, are to borrowers whose collateral is located in Alabama, Arkansas, Florida, Texas and New York, the states in which the Company has its branch locations as of March 31, 2026.
Any future volatility in the economy could cause the values of assets and liabilities recorded in the financial statements to change rapidly, resulting in material future adjustments in asset values, the allowance for credit losses and capital that could negatively impact the Company’s ability to meet regulatory capital requirements and maintain sufficient liquidity.
v3.26.1
Commitments and Contingencies
3 Months Ended
Mar. 31, 2026
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
In the ordinary course of business, the Company makes various commitments and incurs certain contingent liabilities to fulfill the financing needs of its customers. These commitments and contingent liabilities include lines of credit and commitments to extend credit and issue standby letters of credit. The Company applies the same credit policies and standards as they do in the lending process when making these commitments. The collateral obtained is based on the assessed creditworthiness of the borrower.
At March 31, 2026 and December 31, 2025, commitments to extend credit of $4.03 billion and $4.13 billion, respectively, were outstanding. A percentage of these balances are participated out to other banks; therefore, the Company can call on the participating banks to fund future draws. Since some of these commitments are expected to expire without being drawn upon, the total commitment amount does not necessarily represent future cash requirements.
Outstanding standby letters of credit are contingent commitments issued by the Company, generally to guarantee the performance of a customer in third-party borrowing arrangements. The term of the guarantee is dependent upon the creditworthiness of the borrower. The amount of collateral obtained, if deemed necessary, is based on management’s credit evaluation of the counterparty. Collateral held varies but may include accounts receivable, inventory, property, plant and equipment, commercial real estate and residential real estate. Management uses the same credit policies in granting lines of credit as it does for on-balance-sheet instruments. The maximum amount of future payments the Company could be required to make under these guarantees at March 31, 2026 and December 31, 2025, was $129.5 million and $131.9 million, respectively.
The Company and/or its bank subsidiary have various unrelated legal proceedings, most of which involve loan foreclosure activity pending, which, in the aggregate, are not expected to have a material adverse effect on the financial position or results of operations or cash flows of the Company and its subsidiary.
v3.26.1
Regulatory Matters
3 Months Ended
Mar. 31, 2026
Regulatory Matters [Abstract]  
Regulatory Matters Regulatory Matters
The Bank is subject to a legal limitation on dividends that can be paid to the parent company without prior approval of the applicable regulatory agencies. Arkansas bank regulators have specified that the maximum dividend limit state banks may pay to the parent company without prior approval is 75% of the current year earnings plus 75% of the retained net earnings of the preceding year. Since the Bank is also under supervision of the Federal Reserve, it is further limited if the total of all dividends declared in any calendar year by the Bank exceeds the Bank’s net profits to date for that year combined with its retained net profits for the preceding two years. During the three months ended March 31, 2026, the Company requested approximately $85.6 million in regular dividends from its banking subsidiary.
The Company’s banking subsidiary is subject to various regulatory capital requirements administered by the federal banking agencies. Failure to meet minimum capital requirements can initiate certain mandatory and possibly additional discretionary actions by regulators that, if undertaken, could have a direct material effect on the Company’s consolidated financial statements. Under capital adequacy guidelines and the regulatory framework for prompt corrective action, the Company must meet specific capital guidelines that involve quantitative measures of the Company’s assets, liabilities and certain off-balance-sheet items as calculated under regulatory accounting practices. The Company’s capital amounts and classifications are also subject to qualitative judgments by the regulators about components, risk weightings and other factors. Furthermore, the Company’s regulators could require adjustments to regulatory capital not reflected in the consolidated financial statements.
Quantitative measures established by regulation to ensure capital adequacy require the Company to maintain minimum amounts and ratios of total, Tier 1 common equity Tier 1 ("CET1") and Tier 1 capital (as defined in the regulations) to risk-weighted assets (as defined) and of Tier 1 capital (as defined) to average assets (as defined). Management believes that, as of March 31, 2026, the Company meets all capital adequacy requirements to which it is subject.
Basel III became effective for the Company and its bank subsidiary on January 1, 2015. Basel III amended the prompt corrective action rules to incorporate a CET1 requirement and to raise the capital requirements for certain capital categories. In order to be adequately capitalized for purposes of the prompt corrective action rules, a banking organization is required to have at least a 4.5% CET1 risk-based capital ratio, a 4% Tier 1 leverage capital ratio, a 6% Tier 1 risk-based capital ratio and an 8% total risk-based capital ratio.
The Federal Reserve Board’s risk-based capital guidelines include the definitions for (1) a well-capitalized institution, (2) an adequately-capitalized institution, and (3) an undercapitalized institution. Under Basel III, the criteria for a well-capitalized institution are: a 6.5% CET1 risk-based capital ratio, a 5% Tier 1 leverage capital ratio, an 8% Tier 1 risk-based capital ratio, and a 10% total risk-based capital ratio. As of March 31, 2026, the Bank met the capital standards for a well-capitalized institution. The Company’s CET1 risk-based capital ratio, Tier 1 leverage capital ratio, Tier 1 risk-based capital ratio, and total risk-based capital ratio were 16.70%, 14.30%, 16.70%, and 19.46%, respectively, as of March 31, 2026.
v3.26.1
Additional Cash Flow Information
3 Months Ended
Mar. 31, 2026
Supplemental Cash Flow Elements [Abstract]  
Additional Cash Flow Information Additional Cash Flow Information
The following is a summary of the Company’s additional cash flow information during the three-month period ended:
March 31,
20262025
(In thousands)
Interest paid$89,641 $102,313 
Income taxes paid, net of refunds received
1,851 2,854 
Assets acquired by foreclosure1,623 1,419 
v3.26.1
Financial Instruments
3 Months Ended
Mar. 31, 2026
Fair Value Disclosures [Abstract]  
Financial Instruments Financial Instruments
Fair value is the price that would be received for an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Fair value measurements must maximize the use of observable inputs and minimize the use of unobservable inputs. There is a hierarchy of three levels of inputs that may be used to measure fair values:
Level 1Quoted prices in active markets for identical assets or liabilities
Level 2Observable inputs other than Level 1 prices, such as quoted prices for similar assets or liabilities; quoted prices in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities
Level 3Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities
A financial instrument’s level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. Transfers of financial instruments between levels within the fair value hierarchy are recognized on the date management determines that the underlying circumstances or assumptions have changed.
Available-for-sale securities – Available-for-sale securities are the only material instruments valued on a recurring basis which are held by the Company at fair value. The Company's available-for-sale securities are primarily considered to be Level 2 securities. The Level 2 securities consist primarily of U.S. government-sponsored enterprises, mortgage-backed securities plus state and political subdivisions. For these securities, the Company obtains fair value measurements from an independent pricing service. The fair value measurements consider observable data that may include dealer quotes, market spreads, cash flows, the U.S. Treasury yield curve, live trading levels, trade execution data, market consensus prepayment speeds, credit information and the bond’s terms and conditions, among other things. There were no material transfers between hierarchy levels during the period ended March 31, 2026 and December 31, 2025.
The Company reviews the prices supplied by the independent pricing service, as well as their underlying pricing methodologies, for reasonableness and to ensure such prices are aligned with traditional pricing matrices. In general, the Company does not purchase investment portfolio securities with complicated structures. Pricing for the Company’s investment securities is fairly generic and is easily obtained. The Company uses a third-party comparison pricing vendor in order to reflect consistency in the fair values of the investment securities sampled by the Company each quarter. See footnote 3 for further detail related to the fair value of the Company's available-for-sale investment portfolio.
The following table presents the Company's financial assets by level within the fair value hierarchy that were measured at fair value on a recurring basis during the periods ended March 31, 2026 and December 31, 2025 (in thousands):
March 31, 2026
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
(in thousands)
U.S. government-sponsored enterprises$218,971 $— $218,971 $— 
U.S. government-sponsored mortgage-backed securities1,177,874 — 1,177,874 — 
Private mortgage-backed securities142,527 — 142,527 — 
Non-government-sponsored asset backed securities154,826 — 154,826 — 
State and political subdivisions878,978 — 863,661 15,317 
Other securities230,671 — 216,450 14,221 
Total$2,803,847 $— $2,774,309 $29,538 
December 31, 2025
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
(in thousands)
U.S. government-sponsored enterprises$240,782 $— $240,782 $— 
U.S. government-sponsored mortgage-backed securities1,212,948 — 1,212,948 — 
Private mortgage-backed securities145,720 — 145,720 — 
Non-government-sponsored asset backed securities157,844 — 157,844 — 
State and political subdivisions887,838 — 872,522 15,316 
Other securities226,799 — 212,004 14,795 
Total$2,871,931 $— $2,841,820 $30,111 
Certain assets and liabilities are measured at fair value on a nonrecurring basis; that is, the instruments are not measured at fair value on an ongoing basis but are subject to fair value adjustments in certain circumstances. Assets and liabilities measured at fair value on a nonrecurring basis include the following:
Individually Evaluated Loans – Individually evaluated loans are the only material financial assets valued on a non-recurring basis which are held by the Company at fair value. When the Company has a specific expectation to initiate, or has initiated, foreclosure proceedings, and when the repayment of a loan is expected to be substantially dependent upon the liquidation of the underlying collateral, the loan relationship is considered to be collateral dependent. Fair value of the loan is determined by establishing an allowance for credit loss for any exposure based on the valuation of the underlying collateral. The valuation of the collateral is determined by either an independent third-party appraisal or other collateral analysis. Discounts can be made by the Company based upon the overall evaluation of the independent appraisal. Collateral-dependent loans are classified within Level 3 of the fair value hierarchy due to the unobservable inputs used in determining their fair value such as collateral values and the borrower’s underlying financial condition. Collateral values supporting the individually assessed loans are evaluated quarterly for updates to appraised values or adjustments due to non-current valuations. The Company reversed $2.3 million and $857,000 of accrued interest receivable when impaired loans were put on non-accrual status during the three months ended March 31, 2026 and 2025, respectively.
Foreclosed assets held for sale – Foreclosed assets held for sale are the only material non-financial assets valued on a non-recurring basis which are held by the Company at fair value, less estimated costs to sell. At foreclosure, if the fair value, less estimated costs to sell, of the real estate acquired is less than the Company’s recorded investment in the related loan, a write-down is recognized through a charge to the allowance for credit losses. Additionally, valuations are periodically performed by management and any subsequent reduction in value is recognized by a charge to income. Regulatory guidelines require the Company to reevaluate the fair value of foreclosed assets held for sale on at least an annual basis. The Company’s policy is to comply with the regulatory guidelines.
The following table presents the Company's assets by level within the fair value hierarchy that were measured at fair value on a nonrecurring basis during the periods ended March 31, 2026 and December 31, 2025 (in thousands):
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
March 31, 2026
(in thousands)
Individually evaluated loans (collateral-dependent)(1)(2)
$189,630 $— $— $189,630 
December 31, 2025
Individually evaluated loans (collateral-dependent)(1)(2)
$186,484 $— $— $186,484 
(1) These amounts represent the resulting carrying amounts on the consolidated balance sheets for collateral-dependent loans and foreclosed assets and other real estate owned for which fair value re-measurements took place during the period.
(2) Specific reserves of $17.1 million and $17.0 million were related to collateral-dependent loans for which fair value re-measurements took place during the periods ended March 31, 2026 and December 31, 2025, respectively.
The significant unobservable (Level 3) inputs used in the fair value measurement of collateral for collateral-dependent impaired loans and foreclosed assets primarily relate to customized discounting criteria applied to the customer’s reported amount of collateral. The amount of the collateral discount depends upon the condition and marketability of the underlying collateral. As the Company’s primary objective in the event of default would be to monetize the collateral to settle the outstanding balance of the loan, less marketable collateral would receive a larger discount. During the reported periods, collateral discounts ranged from approximately 10% to 50%.
The following methods and assumptions were used to estimate the fair value of each class of financial instruments not previously disclosed:
Cash and cash equivalents and federal funds sold – For these short-term instruments, the carrying amount is a reasonable estimate of fair value.
Investment securities - held-to-maturity securities – These securities consist primarily of U.S. government-sponsored enterprises, mortgage-backed securities plus state and political subdivisions. For these securities, the Company obtains fair value measurements from an independent pricing service. The fair value measurements consider observable data that may include dealer quotes, market spreads, cash flows, the U.S. Treasury yield curve, live trading levels, trade execution data, market consensus prepayment speeds, credit information and the bond’s terms and conditions, among other things.
Loans receivable, net of impaired loans and allowance For variable-rate loans that reprice frequently and with no significant change in credit risk, fair values are assumed to approximate the carrying amounts. The fair values for fixed-rate loans are estimated using discounted cash flow analysis, based on interest rates currently being offered for loans with similar terms to borrowers of similar credit quality. Loan fair value estimates include judgments regarding future expected loss experience and risk characteristics. Fair values for acquired loans are based on a discounted cash flow methodology that considers factors including the type of loan and related collateral, classification status, fixed or variable interest rate, term of loan, current discount rates and whether or not the loan is amortizing. Loans are grouped together according to similar characteristics and are treated in the aggregate when applying various valuation techniques. The discount rates used for loans are based on current market rates for new originations of comparable loans and include adjustments for liquidity concerns. The discount rate does not include a factor for credit losses as that has been included in the estimated cash flows.
Accrued interest receivable and payable The carrying amounts of accrued interest approximates fair value.
FHLB, FRB & FNBB stock; other equity investments; marketable equity securities – The carrying amount of these investments approximate fair value.
Deposits and securities sold under agreements to repurchase – The fair values of demand deposits, savings deposits and securities sold under agreements to repurchase are, by definition, equal to the amount payable on demand and, therefore, approximate their carrying amounts. The fair values for time deposits are estimated using a discounted cash flow calculation that utilizes interest rates currently being offered on time deposits with similar contractual maturities.
FHLB and other borrowed funds – For short-term instruments, the carrying amount is a reasonable estimate of fair value. The fair value of long-term debt is estimated based on the current rates available to the Company for debt with similar terms and remaining maturities.
Subordinated debentures The fair value of subordinated debentures is estimated using the rates that would be charged for subordinated debentures of similar remaining maturities.
Commitments to extend credit, letters of credit and lines of credit – The fair value of commitments is estimated using the fees currently charged to enter into similar agreements, taking into account the remaining terms of the agreements and the present creditworthiness of the counterparties. For fixed-rate loan commitments, fair value also considers the difference between current levels of interest rates and the committed rates. The fair values of letters of credit and lines of credit are based on fees currently charged for similar agreements or on the estimated cost to terminate or otherwise settle the obligations with the counterparties at the reporting date. The fair value of these commitments is not material and are therefore, omitted from this disclosure.
The following table presents the estimated fair values of the Company’s financial instruments. Fair value is the exchange price that would be received for an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants at the measurement date.
March 31, 2026
Fair Value Measurements
Carrying
Amount
Level 1Level 2Level 3Total
(In thousands)
Financial assets:
Cash and cash equivalents$1,111,923 $1,111,923 $— $— $1,111,923 
Federal funds sold6,025 6,025 — — 6,025 
Investment securities - held-to-maturity1,256,635 27,255 1,117,739 — 1,144,994 
Loans receivable, net of impaired loans and allowance15,132,724 — — 15,150,428 15,150,428 
Accrued interest receivable106,628 106,628 — — 106,628 
FHLB, Federal Reserve & FNBB stock; other equity investments
224,354 — — 224,354 224,354 
Marketable equity securities52,673 52,673 — — 52,673 
Financial liabilities:
Deposits:
Demand and non-interest bearing$3,994,217 $3,994,217 $— $— $3,994,217 
Savings and interest-bearing transaction accounts11,971,866 11,971,866 — — 11,971,866 
Time deposits1,772,192 — — 1,758,751 1,758,751 
Securities sold under agreements to repurchase157,409 157,409 — — 157,409 
FHLB and other borrowed funds500,250 — 469,595 — 469,595 
Accrued interest payable12,346 12,346 — — 12,346 
Subordinated debentures279,433 — — 268,116 268,116 
December 31, 2025
Fair Value Measurements
Carrying
Amount
Level 1Level 2Level 3Total
(In thousands)
Financial assets:
Cash and cash equivalents$667,337 $667,337 $— $— $667,337 
Federal funds sold3,000 3,000 — — 3,000 
Investment securities - held-to-maturity1,259,262 27,457 1,133,595 — 1,161,052 
Loans receivable, net of impaired loans and allowance15,186,203 — — 15,205,769 15,205,769 
Accrued interest receivable108,939 108,939 — — 108,939 
FHLB, Federal Reserve & FNBB stock; other equity investments
225,288 — — 225,288 225,288 
Marketable equity securities53,921 53,921 — — 53,921 
Financial liabilities:
Deposits:
Demand and non-interest bearing$3,868,405 $3,868,405 $— $— $3,868,405 
Savings and interest-bearing transaction accounts11,792,828 11,792,828 — — 11,792,828 
Time deposits1,818,724 — — 1,807,002 1,807,002 
Securities sold under agreements to repurchase155,803 155,803 — — 155,803 
FHLB and other borrowed funds500,250 — 474,663 — 474,663 
Accrued interest payable14,868 14,868 — — 14,868 
Subordinated debentures279,265 — — 265,170 265,170 
v3.26.1
Segment Information
3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Segment Information Segment Information
The Company has one reportable segment: The Banking Segment. The Company's reportable segment is determined by the Chairman and Chief Executive Officer, who is the designated chief operating decision maker ("CODM"), based upon information provided about the Company's products and services offered, primarily banking operations. The segment is also defined by the level of detailed information provided to the CODM, who uses such information to review performance of various components of the business such as geographical regions and branches, which are then aggregated since these have similar operating and economic characteristics. Each of the branches and regions of the Bank provide a group of similar banking services, including such products and services as commercial, real estate and consumer loans, time deposits, checking and savings accounts.
The CODM will evaluate the financial performance of the Company's business components such as evaluating revenue streams, significant expenses and budget to actual results in order to assess the Company's segment and to determine the allocation of resources. The CODM uses revenue streams to evaluate product pricing and significant expenses to assess performance and evaluate return on assets. The CODM uses consolidated net income in order to benchmark the Company against its competitors. The benchmarking analysis coupled with monitoring of budget to actual results are used in assessment performance and in establishing compensation. Loans, investments and deposits provide the revenues in the banking operation. Interest expense, provision for credit losses and payroll provide the significant expenses in the banking operation. All operations are domestic.
Accounting policies for segments are the same as those described in Note 1. Segment performance is evaluated using consolidated net income. The table below presents the information reported internally for performance assessment by the CODM as of the three months ended March 31, 2026 and 2025.
Three Months Ended March 31,
Banking Segment20262025
(In thousands)
Interest Income$311,023 $312,542 
Reconciliation of revenue:
Other Revenues*42,803 45,426 
Total consolidated revenues$353,826 $357,968 
Less:
Interest Expense87,119 97,886 
Segment net interest income and noninterest income$266,707 $260,082 
Less:
Credit loss expense
500 — 
Salaries and employee benefits63,236 61,855 
Occupancy and equipment**14,867 14,425 
Data Processing expense8,884 8,558 
Merger and acquisition expense394 — 
Other expense11,065 8,703 
FDIC and state assessment1,599 3,387 
Electronic banking expense3,326 3,055 
Other segment items***10,604 12,945 
Income tax expense34,023 31,945 
Segment net income/consolidated net income118,209 115,209 
Reconciliation of profit or loss:
Adjustments and reconciling items — — 
Consolidated net income$118,209 $115,209 
*Includes earnings in equity method investments of $1.5 million and $5.2 million for the three months ended March 31, 2026 and 2025, respectively.
** Includes depreciation and amortization expense of $7.3 million and $5.3 million for the three month periods ended March 31, 2026 and 2025, respectively.
***Other segment items include expenses for advertising, amortization of intangibles, directors' fees, due from bank service charges, insurance expense, legal and accounting fees, other professional fees, operating supplies, postage and telephone.
v3.26.1
Recent Accounting Pronouncements
3 Months Ended
Mar. 31, 2026
Accounting Changes and Error Corrections [Abstract]  
Recent Accounting Pronouncements Recent Accounting Pronouncements
In December 2023, the FASB issued ASU 2023-09, "Income Taxes (Topic 740): Improvements to Income Tax Disclosures." The amendments require that public business entities on an annual basis (a) disclose specific categories in the rate reconciliation and (b) provide additional information for reconciling items that meet a quantitative threshold (if the effect of those reconciling items is equal to or greater than 5 percent of the amount computed by multiplying pretax income [or loss] by the applicable statutory income tax rate). The amendments also require that all entities disclose on an annual basis the amount of income taxes paid (net of refunds received) disaggregated by federal (national), state, and foreign taxes, and the amount of income taxes paid (net of refunds received) disaggregated by individual jurisdictions in which income taxes paid (net of refunds received) is equal to or greater than 5 percent of total income taxes paid (net of refunds received). The amendments require that all entities disclose income (or loss) from continuing operations before income tax expense (or benefit) disaggregated between domestic and foreign and income tax expense (or benefit) from continuing operations disaggregated by federal (national), state, and foreign. The ASU is effective for public business entities for annual periods beginning after December 15, 2024. Early adoption is permitted for annual financial statements that have not yet been issued or made available for issuance. The amendments should be applied on a prospective basis. Retrospective application is permitted. The Company implemented the guidance beginning with the Company's 2025 Annual Report on Form 10-K. The Company adopted the guidance effective December 31, 2025, and its adoption did not have a significant impact on our financial position or financial statements.
In November 2024, the FASB issued ASU No. 2024-03, "Income Statement-Reporting Comprehensive Income-Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses." The ASU requires footnote disclosure about specific expenses by requiring companies to disaggregate, in a tabular presentation, each relevant expense caption on the face of the income statement that includes any of the following natural expenses: (i) purchases of inventory, (ii) employee compensation, (iii) depreciation, (iv) intangible asset amortization and (v) depreciation, depletion and amortization recognized as part of oil- and gas-producing activities. The tabular disclosure would also include certain other expenses, when applicable. The ASU does not change or remove existing expense disclosure requirements; however, it may affect where that information appears in the footnotes to the financial statements. The ASU is effective for fiscal years beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating the potential impacts related to the adoption of the ASU.
In January 2025, the FASB issued ASU No. 2025-01, "Income Statement-Reporting Comprehensive Income-Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date." The ASU revises the effective date to clarify that all public business entities are required to adopt the guidance in the annual reporting periods beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027. Entities within the ASU's scope are permitted to early adopt the ASU. The Company is currently evaluating the potential impacts related to the adoption of the ASU.
In November 2025, the FASB issued ASU No. 2025-08, "Financial Instruments - Credit Losses (Topic 326): Purchased Loans." The amendments in this Update apply to all entities subject to the guidance in Topic 326, including public business entities, private companies, and not-for-profit entities. The amendments in this Update expand the population of acquired financial assets subject to the gross-up approach in Topic 326. In accordance with the amendments in this Update, loans (excluding credit cards) acquired without credit deterioration and deemed “seasoned” (defined below) are purchased seasoned loans and accounted for using the gross-up approach at acquisition. Specifically, after an entity determines that a loan is a non-PCD asset based on its assessment of credit deterioration experienced since origination, the entity should apply the guidance described in the amendments to determine whether the loan is seasoned and, therefore, should be accounted for using the gross-up approach. All non-PCD loans (excluding credit cards) that are acquired in a business combination are deemed seasoned. Other non-PCD loans (excluding credit cards) are seasoned if they were purchased at least 90 days after origination and the acquirer was not involved in the origination of the loans. The amendments in this Update are effective for all entities for annual reporting periods beginning after December 15, 2026, and interim reporting periods within those annual reporting periods. The amendments in this Update should be applied prospectively to loans that are acquired on or after the initial application date. Early adoption is permitted in an interim or annual reporting period in which financial statements have not yet been issued or made available for issuance. If an entity adopts the amendments in an interim reporting period, it should apply the amendments as of the beginning of that interim reporting period or the beginning of the annual reporting period that includes that interim reporting period. The Company is currently evaluating the potential impacts related to the adoption of the ASU.
In December 2025, the FASB issued ASU 2025‑11, "Interim Reporting (Topic 270): Narrow‑Scope Improvements." The ASU clarifies the scope, form, content, and disclosure requirements applicable to interim financial statements prepared in accordance with U.S. generally accepted accounting principles (“GAAP”). The amendments are intended to improve the navigability of Topic 270 and clarify existing guidance without changing the fundamental nature of interim reporting or significantly expanding or reducing current interim disclosure requirements. The ASU confirms that interim financial statement form and content continue to be governed by applicable SEC rules (including Regulation S‑X, Rule 10‑01, as applicable), while enhancing Topic 270 by consolidating interim disclosure requirements from other Codification Topics and introducing a disclosure principle requiring registrants to disclose material events or changes occurring since the end of the most recent annual reporting period. ASU 2025‑11 is effective for interim reporting periods within fiscal years beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating the impact of adoption on its interim financial statement disclosures.
v3.26.1
Subsequent Events
3 Months Ended
Mar. 31, 2026
Subsequent Events [Abstract]  
Subsequent Events Subsequent Events
On April 1, 2026, the Company completed its acquisition of MCBI and its bank subsidiary, MCB. Pursuant to the Merger Agreement, in a series of integrated transactions each effective April 1, 2026, the Company’s Acquisition Sub merged with and into MCBI and MCBI merged with and into the Company, with the Company as the surviving entity. MCB also merged with and into Centennial, with Centennial as the surviving entity.
Under the terms and subject to the conditions set forth in the Merger Agreement, at the effective time of the Merger (the “Effective Time”), each outstanding share of common stock of MCBI was converted into the right to receive, without interest, 0.85 shares of Company common stock (the “Merger Consideration”). Each unvested restricted share of MCBI common stock outstanding at the Effective Time became fully vested and converted into the right to receive the Merger Consideration.
Under the terms of the Merger Agreement, the Company issued approximately 5.4 million shares of its common stock valued at approximately $146 million as of April 1, 2026. No cash consideration was paid in connection with the Merger, except for cash paid in lieu of fractional shares of Home common stock equal to $26.77 multiplied by any resulting fractional shares.
Prior to the acquisition, MCBI conducted business from 8 branches in communities across the Knoxville, Nashville and Johnson City, Tennessee metropolitan statistical areas. As of December 31, 2025, MCBI had approximately $1.77 billion in total assets, $1.49 billion in loans, and $1.55 billion in deposits.
The purchase price allocation and certain fair value measurements remain preliminary due to the timing of the Merger. Due to the recent closing, management remains in the early stages of reviewing the estimated fair values and evaluating the assumed tax positions of this Merger. The Company expects to finalize its analysis of the acquired assets and assumed liabilities in this transaction within one year of the Merger.
v3.26.1
Insider Trading Arrangements
3 Months Ended
Mar. 31, 2026
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.26.1
Nature of Operations and Summary of Significant Accounting Policies (Policies)
3 Months Ended
Mar. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Operating Segments
Operating Segments
Operating segments are components of an enterprise about which separate financial information is available that is evaluated regularly by the chief operating decision maker in deciding how to allocate resources and in assessing performance. The Bank is the only significant subsidiary upon which management makes decisions regarding how to allocate resources and assess performance. Each of the regions and branches of the Bank provide a group of similar banking services, including such products and services as commercial, real estate and consumer loans, time deposits, checking and savings accounts. The individual bank branches and regions have similar operating and economic characteristics. While the chief operating decision maker monitors the revenue streams of the various products, services, branch locations and regions, operations are managed, and financial performance is evaluated on a company-wide basis. Accordingly, all of the banking services and branch locations are considered by management to be aggregated into one reportable operating segment.
Use of Estimates
Use of Estimates
The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.
Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses, the valuation of investment securities, and the valuation of foreclosed assets. In connection with the determination of the allowance for credit losses and the valuation of foreclosed assets, management obtains independent appraisals for significant properties.
Principles of Consolidation
Principles of Consolidation
The consolidated financial statements include the accounts of HBI and its subsidiaries. Significant intercompany accounts and transactions have been eliminated in consolidation.
Reclassifications
Reclassifications
Various items within the accompanying consolidated financial statements for previous periods have been reclassified to provide more comparative information. These reclassifications had no effect on net earnings or stockholders’ equity.
Cash and Cash Equivalents
Cash and Cash Equivalents
Cash and cash equivalents consist of cash on hand, cash held as demand deposits at various banks and the Federal Reserve Bank ("FRB") and interest-bearing deposits with other banks. Included in cash and cash equivalents were $8.8 million and $9.4 million of restricted cash as of March 31, 2026 and December 31, 2025, respectively.
Interim financial information
Interim financial information
The accompanying unaudited consolidated financial statements have been prepared in condensed format, and therefore do not include all of the information and footnotes required by accounting principles generally accepted in the United States of America for complete financial statements.
The information furnished in these interim statements reflects all adjustments which are, in the opinion of management, necessary for a fair statement of the results for each respective period presented. Such adjustments are of a normal recurring nature. The results of operations in the interim statements are not necessarily indicative of the results that may be expected for any other quarter or for the full year. The interim financial information should be read in conjunction with the consolidated financial statements and notes thereto included in the Company’s 2025 Form 10-K, filed with the Securities and Exchange Commission on February 27, 2026.
Loans Receivable and Allowance for Credit Losses
Loans Receivable and Allowance for Credit Losses
Loans receivable that management has the intent and ability to hold for the foreseeable future or until maturity or payoff are reported at their outstanding principal balance adjusted for any charge-offs, deferred fees or costs on originated loans. Interest income on loans is accrued over the term of the loans based on the principal balance outstanding. Loan origination fees and direct origination costs are capitalized and recognized as adjustments to yield on the related loans.
The allowance for credit losses on loans receivable is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans. Loans are charged off against the allowance when management believes the uncollectability of a loan balance is confirmed and expected recoveries do not exceed the aggregate of amounts previously charged-off and expected to be charged-off.
The Company uses the discounted cash flow ("DCF") method to estimate expected losses for all of the Company’s loan pools. These pools are as follows: construction & land development; other commercial real estate; residential real estate; commercial & industrial; and consumer & other. The loan portfolio pools were selected in order to generally align with the loan categories specified in the quarterly call reports required to be filed with the Federal Financial Institutions Examination Council. For each of these loan pools, the Company generates cash flow projections at the instrument level wherein payment expectations are adjusted for estimated prepayment speed, curtailments, time to recovery, probability of default, and loss given default. The modeling of expected prepayment speeds, curtailment rates, and time to recovery are based on historical internal data. The Company uses regression analysis of historical internal and peer data to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default. This analysis also determines how expected probability of default and loss given default will react to forecasted levels of the loss drivers.
For all DCF models, management has determined that four quarters represents a reasonable and supportable forecast period and reverts to a historical loss rate over four quarters on a straight-line basis. Management leverages economic projections from a reputable and independent third party to inform its loss driver forecasts over the four-quarter forecast period. Other internal and external indicators of economic forecasts are also considered by management when developing the forecast metrics.
Management estimates the allowance balance using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Historical credit loss experience provides the basis for the estimation of expected credit losses. Adjustments to historical loss information are made for differences in current loan-specific risk characteristics such as differences in underwriting standards, portfolio mix, delinquency level, or term as well as for changes in environmental conditions, such as changes in the national unemployment rate, gross domestic product, national retail sales index and the Federal Housing Finance Agency ("FHFA") housing price index.
The allowance for credit losses is measured based on call report segment as these types of loans exhibit similar risk characteristics. The identified loan segments are as follows:
1-4 family residential construction loans
Other construction loans and all land development and other land loans
Loans secured by farmland (including farm residential and other improvements)
Revolving, open-end loans secured by 1-4 family residential properties and extended under lines
Secured by first liens
Secured by junior liens
Secured by multifamily (5 or more) residential properties
Loans secured by owner-occupied, nonfarm nonresidential properties
Loans secured by other nonfarm nonresidential properties
Loans to finance agricultural production and other loans to farmers
Commercial and industrial loans
Other revolving credit plans
Automobile loans
Other consumer loans
Other consumer loans - Shore Premier Finance
Obligations (other than securities and leases) of states and political subdivisions in the US
Loans to nondepository financial institutions
Loans for purchasing or carrying securities
All other loans
Leases
Loans considered to be collateral dependent, according to ASC 326, are loans for which repayment is expected to be provided substantially through the operation or sale of the collateral when the borrower is experiencing financial difficulty based on the Company's assessment as of the reporting date. The aggregate amount of collateral shortfall on such loans is utilized in evaluating the adequacy of the allowance for credit losses and amount of provisions thereto. Losses on collateral dependent loans are charged against the allowance for credit losses when in the process of collection, it appears likely that such losses will be realized. The accrual of interest on collateral dependent loans is discontinued when, in management’s opinion the collection of interest is doubtful or generally when loans are 90 days or more past due. When accrual of interest is discontinued, all unpaid accrued interest is reversed. Interest income is subsequently recognized only to the extent cash payments are received in excess of principal due. Loans are returned to accrual status when all the principal and interest amounts contractually due are brought current and future payments are reasonably assured.
Loans evaluated individually that are considered to be collateral dependent are not included in the collective evaluation. For these loans, where the Company has determined that foreclosure of the collateral is probable, or where the borrower is experiencing financial difficulty and the Company expects repayment of the loan to be provided substantially through the sale of the collateral, the allowance for credit losses is measured based on the difference between the fair value of the collateral, net of estimated costs to sell, and the amortized cost basis of the loan as of the measurement date. When repayment is expected to be from the operation of the collateral, expected credit losses are calculated as the amount by which the amortized cost basis of the loan exceeds the present value of expected cash flows from the operation of the collateral. The allowance for credit losses may be zero if the fair value of the collateral at the measurement date exceeds the amortized cost basis of the loan, net of estimated costs to sell. For individually analyzed loans which are not considered to be collateral dependent, an allowance is recorded based on the loss rate for the respective pool within the collective evaluation.
Expected credit losses are estimated over the contractual term of the loans, adjusted for expected prepayments and curtailments when appropriate. The contractual term excludes expected extensions, renewals, and modifications unless either of the following applies:
Management has a reasonable expectation at the reporting date that restructured loans made to borrowers experiencing financial difficulty will be executed with an individual borrower.
The extension or renewal options are included in the original or modified contract at the reporting date and are not unconditionally cancellable by the Company.
Management qualitatively adjusts model results for risk factors that are not considered within our modeling processes but are nonetheless relevant in assessing the expected credit losses within our loan pools. These qualitative factors ("Q-Factors") and other qualitative adjustments may increase or decrease management's estimate of expected credit losses by a calculated percentage or amount based upon the estimated level of risk. The various risks that may be considered in making Q-Factor and other qualitative adjustments include, among other things, the impact of (i) changes in lending policies, procedures and strategies; (ii) changes in nature and volume of the portfolio; (iii) staff experience; (iv) changes in volume and trends in classified loans, delinquencies and nonaccruals; (v) concentration risk; (vi) trends in underlying collateral values; (vii) external factors such as competition, legal and regulatory environment; (viii) changes in the quality of the loan review system and (ix) economic conditions.
Loans are placed on non-accrual status when management believes that the borrower’s financial condition, after giving consideration to economic and business conditions and collection efforts, is such that collection of interest is doubtful, or generally when loans are 90 days or more past due. Loans are charged against the allowance for credit losses when management believes that the collectability of the principal is unlikely. Accrued interest related to non-accrual loans is generally charged against the allowance for credit losses when accrued in prior years and reversed from interest income if accrued in the current year. Interest income on non-accrual loans may be recognized to the extent cash payments are received, although the majority of payments received are usually applied to principal. Non-accrual loans are generally returned to accrual status when principal and interest payments are less than 90 days past due, the customer has made the required payments for at least six months, and we reasonably expect to collect all principal and interest.
The Company has purchased loans, some of which have experienced more than insignificant credit deterioration since origination. Purchase credit deteriorated ("PCD") loans are recorded at the amount paid. An allowance for credit losses is determined using the same methodology as other loans. The initial allowance for credit losses determined on a collective basis is allocated to individual loans. The sum of the loan’s purchase price and allowance for credit losses becomes its initial amortized cost basis. The difference between the initial amortized cost basis and the par value of the loan is a noncredit discount or premium, which is amortized into interest income over the life of the loan. Subsequent changes to the allowance for credit losses are recorded through the provision for credit loss.
Allowance for Credit Losses on Off-Balance Sheet Credit Exposures
Allowance for Credit Losses on Off-Balance Sheet Credit Exposures
The Company estimates expected credit losses over the contractual period in which the Company is exposed to credit risk via a contractual obligation to extend credit unless that obligation is unconditionally cancellable by the Company. The allowance for credit losses on off-balance sheet credit exposures is adjusted as a provision for or recovery of credit loss expense. The estimate includes consideration of the likelihood that funding will occur and an estimate of expected credit losses on commitments expected to be funded over its estimated life.
Earnings per Share
Earnings per Share
Basic earnings per share is computed based on the weighted-average number of shares outstanding during each year. Diluted earnings per share is computed using the weighted-average shares and all potential dilutive shares outstanding during the period.
Fair Value Measurement
Fair value is the price that would be received for an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Fair value measurements must maximize the use of observable inputs and minimize the use of unobservable inputs. There is a hierarchy of three levels of inputs that may be used to measure fair values:
Level 1Quoted prices in active markets for identical assets or liabilities
Level 2Observable inputs other than Level 1 prices, such as quoted prices for similar assets or liabilities; quoted prices in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities
Level 3Unobservable inputs that are supported by little or no market activity and that are significant to the fair value of the assets or liabilities
A financial instrument’s level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. Transfers of financial instruments between levels within the fair value hierarchy are recognized on the date management determines that the underlying circumstances or assumptions have changed.
Available-for-sale securities – Available-for-sale securities are the only material instruments valued on a recurring basis which are held by the Company at fair value. The Company's available-for-sale securities are primarily considered to be Level 2 securities. The Level 2 securities consist primarily of U.S. government-sponsored enterprises, mortgage-backed securities plus state and political subdivisions. For these securities, the Company obtains fair value measurements from an independent pricing service. The fair value measurements consider observable data that may include dealer quotes, market spreads, cash flows, the U.S. Treasury yield curve, live trading levels, trade execution data, market consensus prepayment speeds, credit information and the bond’s terms and conditions, among other things. There were no material transfers between hierarchy levels during the period ended March 31, 2026 and December 31, 2025.
v3.26.1
Nature of Operations and Summary of Significant Accounting Policies (Tables)
3 Months Ended
Mar. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Computation of Basic and Diluted Earnings per Common Share (EPS) The following table sets forth the computation of basic and diluted earnings per share ("EPS") for the following periods:
Three Months Ended
March 31,
20262025
(In thousands)
Net income$118,209 $115,209 
Average shares outstanding196,528 198,657 
Effect of common stock options205 195 
Average diluted shares outstanding196,733 198,852 
Basic earnings per share$0.60 $0.58 
Diluted earnings per share$0.60 $0.58 
v3.26.1
Investment Securities (Tables)
3 Months Ended
Mar. 31, 2026
Investments, Debt and Equity Securities [Abstract]  
Amortized Cost and Fair Value of Securities Available-for-Sale The following table summarizes the amortized cost and fair value of securities that are classified as available-for-sale and held-to-maturity:
March 31, 2026
Available-for-Sale
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$225,306 $— $225,306 $1,054 $(7,389)$218,971 
U.S. government-sponsored mortgage-backed securities1,320,400 — 1,320,400 1,293 (143,819)1,177,874 
Private mortgage-backed securities150,637 — 150,637 — (8,110)142,527 
Non-government-sponsored asset backed securities155,852 — 155,852 111 (1,137)154,826 
State and political subdivisions949,052 — 949,052 665 (70,739)878,978 
Other securities237,141 — 237,141 1,828 (8,298)230,671 
Total$3,038,388 $— $3,038,388 $4,951 $(239,492)$2,803,847 
March 31, 2026
Held-to-Maturity
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$43,912 $— $43,912 $— $(1,758)$42,154 
U.S. government-sponsored mortgage-backed securities112,717 — 112,717 153 (4,144)108,726 
State and political subdivisions1,102,011 (2,005)1,100,006 32 (105,924)994,114 
Total$1,258,640 $(2,005)$1,256,635 $185 $(111,826)$1,144,994 
December 31, 2025
Available-for-Sale
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$246,891 $— $246,891 $998 $(7,107)$240,782 
U.S. government-sponsored mortgage-backed securities1,345,469 — 1,345,469 1,478 (133,999)1,212,948 
Private mortgage-backed securities152,578 — 152,578 126 (6,984)145,720 
Non-government-sponsored asset backed securities158,446 — 158,446 325 (927)157,844 
State and political subdivisions951,822 — 951,822 1,419 (65,403)887,838 
Other securities233,614 — 233,614 2,147 (8,962)226,799 
Total$3,088,820 $— $3,088,820 $6,493 $(223,382)$2,871,931 
December 31, 2025
Held-to-Maturity
Amortized
Cost
Allowance for Credit LossesNet Carrying AmountGross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$43,841 $— $43,841 $— $(1,391)$42,450 
U.S. government-sponsored mortgage-backed securities114,813 — 114,813 400 (3,258)111,955 
State and political subdivisions1,102,613 (2,005)1,100,608 71 (94,032)1,006,647 
Total$1,261,267 $(2,005)$1,259,262 $471 $(98,681)$1,161,052 
The following table presents the Company's financial assets by level within the fair value hierarchy that were measured at fair value on a recurring basis during the periods ended March 31, 2026 and December 31, 2025 (in thousands):
March 31, 2026
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
(in thousands)
U.S. government-sponsored enterprises$218,971 $— $218,971 $— 
U.S. government-sponsored mortgage-backed securities1,177,874 — 1,177,874 — 
Private mortgage-backed securities142,527 — 142,527 — 
Non-government-sponsored asset backed securities154,826 — 154,826 — 
State and political subdivisions878,978 — 863,661 15,317 
Other securities230,671 — 216,450 14,221 
Total$2,803,847 $— $2,774,309 $29,538 
December 31, 2025
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
(in thousands)
U.S. government-sponsored enterprises$240,782 $— $240,782 $— 
U.S. government-sponsored mortgage-backed securities1,212,948 — 1,212,948 — 
Private mortgage-backed securities145,720 — 145,720 — 
Non-government-sponsored asset backed securities157,844 — 157,844 — 
State and political subdivisions887,838 — 872,522 15,316 
Other securities226,799 — 212,004 14,795 
Total$2,871,931 $— $2,841,820 $30,111 
Amortized Cost and Estimated Fair Value of Securities Contractual Maturity
The amortized cost and estimated fair value of securities classified as available-for-sale and held-to-maturity at March 31, 2026, by contractual maturity, are shown below. Expected maturities could differ from contractual maturities because issuers may have the right to call or prepay obligations with or without call or prepayment penalties. Securities not due at a single maturity date are shown separately.
Available-for-SaleHeld-to-Maturity
Amortized
Cost
Estimated
Fair Value
Amortized
Cost
Estimated
Fair Value
(In thousands)
Due in one year or less$56,714 $56,147 $4,953 $4,918 
Due after one year through five years233,601 223,610 120,587 116,202 
Due after five years through ten years384,518 367,430 383,180 353,219 
Due after ten years736,666 681,433 637,203 561,929 
U.S. government-sponsored mortgage-backed securities1,320,400 1,177,874 112,717 108,726 
Private mortgage-backed securities150,637 142,527 — — 
Non-government-sponsored asset backed securities155,852 154,826  — 
Total$3,038,388 $2,803,847 $1,258,640 $1,144,994 
Debt Securities, Available-for-Sale, Unrealized Loss Position, Fair Value
The following table shows gross unrealized losses and estimated fair value of investment securities classified as available-for-sale and held-to-maturity, aggregated by investment category and length of time that individual investment securities have been in a continuous loss position as of March 31, 2026 and December 31, 2025.
March 31, 2026
Less Than 12 Months 12 Months or More Total
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
(In thousands)
Available-for-sale:
U.S. government-sponsored enterprises$2,705 $(16)$149,486 $(7,373)$152,191 $(7,389)
U.S. government-sponsored mortgage-backed securities61,250 (559)1,053,060 (143,260)1,114,310 (143,819)
Private mortgage-backed securities9,721 (18)132,805 (8,092)142,526 (8,110)
Non-government-sponsored asset backed securities36,217 (45)41,919 (1,092)78,136 (1,137)
State and political subdivisions87,822 (2,005)697,559 (68,734)785,381 (70,739)
Other securities41,197 (435)126,243 (7,863)167,440 (8,298)
Total$238,912 $(3,078)$2,201,072 $(236,414)$2,439,984 $(239,492)
Held-to-maturity:
U.S. government-sponsored enterprises$14,899 $(101)$27,255 $(1,657)$42,154 $(1,758)
U.S. government-sponsored mortgage-backed securities37,878 (455)52,853 (3,689)90,731 (4,144)
State and political subdivisions28,557 (498)963,587 (105,426)992,144 (105,924)
Total$81,334 $(1,054)$1,043,695 $(110,772)$1,125,029 $(111,826)
December 31, 2025
Less Than 12 Months 12 Months or More Total
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
Fair
Value
Unrealized
Losses
(In thousands)
Available-for-sale:
U.S. government-sponsored enterprises$7,152 $(32)$165,091 $(7,075)$172,243 $(7,107)
U.S. government-sponsored mortgage-backed securities26,462 (136)1,087,888 (133,863)1,114,350 (133,999)
Private mortgage-backed securities— — 135,255 (6,984)135,255 (6,984)
Non-government-sponsored asset backed securities22,987 (13)44,666 (914)67,653 (927)
State and political subdivisions15,301 (505)744,922 (64,898)760,223 (65,403)
Other securities5,505 (67)125,216 (8,895)130,721 (8,962)
Total$77,407 $(753)$2,303,038 $(222,629)$2,380,445 $(223,382)
Held-to-maturity:
U.S. government-sponsored enterprises$— $— $42,451 $(1,391)$42,451 $(1,391)
U.S. government-sponsored mortgage-backed securities16,763 (88)64,000 (3,170)80,763 (3,258)
State and political subdivisions19,137 (143)983,938 (93,889)1,003,075 (94,032)
Total$35,900 $(231)$1,090,389 $(98,450)$1,126,289 $(98,681)
Debt Securities, Available-for-Sale, Allowance for Credit Loss
Available-for-Sale Investment Securities
March 31, 2026December 31, 2025
Allowance for credit losses:(In thousands)
Beginning balance, January 1$— $2,195 
Recovery of credit losses— — 
Balance, March 31
$— $2,195 
Recovery of credit loss(2,195)
Balance, December 31, 2025
$— 
Debt Securities, Held-to-maturity, Allowance for Credit Loss
Held-to-Maturity Investment Securities
March 31, 2026December 31, 2025
Allowance for credit losses:(In thousands)
Beginning balance, January 1$2,005 $2,005 
Provision for credit losses
— — 
Balance, March 31
$2,005 $2,005 
Provision for credit loss— 
Balance, December 31, 2025
$2,005 
Held-to-Maturity Securities Credit Quality Indicators
The following table summarizes bond ratings for the Company’s held-to-maturity portfolio, based upon amortized cost, issued by state and political subdivisions and other securities as of March 31, 2026:
State and political subdivisionsU.S. government-sponsored enterprisesU.S. government-sponsored mortgage-backed securitiesTotal
(In thousands)
Aaa/AAA$238,854 $43,912 $— $282,766 
Aa/AA823,847 — — 823,847 
A32,600 — — 32,600 
Not rated6,710 — — 6,710 
Agency backed— — 112,717 112,717 
Total$1,102,011 $43,912 $112,717 $1,258,640 
Schedule of Income Earned on Available-for Sale Securities
Income earned on securities for the three months ended March 31, 2026 and 2025, is as follows:
Three Months Ended
March 31,
20262025
(In thousands)
Taxable
Available-for-sale$17,321 $20,060 
Held-to-maturity7,407 7,373 
Non-taxable
Available-for-sale4,821 4,580 
Held-to-maturity3,008 3,070 
Total$32,557 $35,083 
v3.26.1
Loans Receivable (Tables)
3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Summary of Various Categories of Loans Receivable
The various categories of loans receivable are summarized as follows:
 March 31, 2026December 31, 2025
 (In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$5,395,529 $5,290,112 
Construction/land development2,613,604 2,726,993 
Agricultural321,046 332,412 
Residential real estate loans
Residential 1-4 family2,100,374 2,134,334 
Multifamily residential1,232,639 1,140,911 
Total real estate11,663,192 11,624,762 
Consumer1,254,936 1,253,746 
Commercial and industrial2,172,267 2,222,401 
Agricultural329,563 359,879 
Other213,670 225,421 
Total loans receivable15,633,628 15,686,209 
Allowance for credit losses(297,634)(297,583)
Loans receivable, net$15,335,994 $15,388,626 
v3.26.1
Allowance for Credit Losses, Credit Quality and Other (Tables)
3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Balance of Allowance for Credit Losses
The following table presents the activity in the allowance for credit losses for the three months ended March 31, 2026:
Three Months Ended March 31, 2026
Construction/
Land
Development
Other
Commercial
Real Estate
Residential
Real Estate
Commercial
& Industrial
Consumer
& Other
Total
(In thousands)
Allowance for credit losses:
Beginning balance$48,023 $77,220 $72,692 $65,932 $33,716 $297,583 
Loans charged off— (458)(393)(1,326)(672)(2,849)
Recoveries of loans previously charged off
20 617 18 191 554 1,400 
Net loans recovered (charged off)
20 159 (375)(1,135)(118)(1,449)
Provision for credit losses1,334 13,171 (334)(7,626)(5,045)1,500 
Balance, March 31$49,377 $90,550 $71,983 $57,171 $28,553 $297,634 
During the first quarter of 2026, the Company implemented updated allowance for credit loss models as part of the annual model review and challenge process. The allowance calculation called for a higher level of reserves for the CRE portfolio, which was largely offset by a corresponding reduction in reserves for the commercial and industrial portfolio as well as the consumer portfolio.
The following table presents the activity in the allowance for credit losses for the three months ended March 31, 2025 and the year ended December 31, 2025:
Three Months Ended March 31, 2025 and Year Ended December 31, 2025
Construction/
Land
Development
Other
Commercial
Real Estate
Residential
Real Estate
Commercial
& Industrial
Consumer
& Other
Total
(In thousands)
Allowance for credit losses:
Beginning balance$52,271 $91,315 $50,835 $49,621 $31,838 $275,880 
Loans charged off— (2,300)(75)(161)(923)(3,459)
Recoveries of loans previously charged off
125 6,160 51 958 228 7,522 
Net loans (charged off) recovered
125 3,860 (24)797 (695)4,063 
Provision for credit loss - loans(4,220)(8,890)2,597 9,704 809 — 
Balance, March 31
48,176 86,285 53,408 60,122 31,952 279,943 
Loans charged off(70)(734)(556)(6,216)(4,208)(11,784)
Recoveries of loans previously charged off
451 2,540 172 1,420 741 5,324 
Net loans (charged off) recovered
381 1,806 (384)(4,796)(3,467)(6,460)
Provision for credit loss - loans(534)(10,871)19,668 10,606 5,231 24,100 
Balance, December 31
$48,023 $77,220 $72,692 $65,932 $33,716 $297,583 
Amortized Cost Basis of Loans on Nonaccrual Status and Loans Past Due Over 90 Days Still Accruing
The following table presents the amortized cost basis of loans on nonaccrual status and loans past due over 90 days still accruing as of March 31, 2026 and December 31, 2025:
March 31, 2026
NonaccrualNonaccrual
with Reserve
Loans Past Due
Over 90 Days
Still Accruing
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$56,767 $14,530 $751 
Construction/land development7,856 — 600 
Agricultural398 — — 
Residential real estate loans
Residential 1-4 family24,890 — 136 
Multifamily residential11,175 10,363 — 
Total real estate101,086 24,893 1,487 
Consumer12,393 4,981 — 
Commercial and industrial64,941 — 982 
Agricultural & other1,219 — 12 
Total$179,639 $29,874 $2,481 
 December 31, 2025
NonaccrualNonaccrual
with Reserve
Loans Past Due
Over 90 Days
Still Accruing
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$21,685 $14,752 $— 
Construction/land development5,444 — 405 
Agricultural489 — — 
Residential real estate loans
Residential 1-4 family24,149 — 2,321 
Multifamily residential10,925 10,113 — 
Total real estate62,692 24,865 2,726 
Consumer10,326 4,981 3,290 
Commercial and industrial3,760 — 964 
Agricultural & other1,224 — — 
Total$78,002 $29,846 $6,980 
Amortized Cost Basis of Collateral-dependent Impaired Loans
The following table presents the amortized cost basis of impaired loans (which includes loans individually analyzed for credit losses for which a specific reserve has been recorded, non-accrual loans, loans past due 90 days or more and restructured loans made to borrowers experiencing financial difficulty) by class of loans as of March 31, 2026 and December 31, 2025:
March 31, 2026
Commercial
Real Estate
Residential
Real Estate
Other
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$92,744 $— $— 
Construction/land development8,456 — — 
Agricultural398 — — 
Residential real estate loans
Residential 1-4 family— 27,953 — 
Multifamily residential— 11,175 — 
Total real estate101,598 39,128 — 
Consumer— — 12,393 
Commercial and industrial— — 65,977 
Agricultural & other— — 1,231 
Total$101,598 $39,128 $79,601 
 December 31, 2025
Commercial
Real Estate
Residential
Real Estate
Other
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$93,550 $— $— 
Construction/land development5,849 — — 
Agricultural489 — — 
Residential real estate loans
Residential 1-4 family— 29,402 — 
Multifamily residential— 10,925 — 
Total real estate99,888 40,327 — 
Consumer— — 13,616 
Commercial and industrial— — 64,367 
Agricultural & other— — 1,224 
Total$99,888 $40,327 $79,207 
Summary of Aging Analysis for Loans Receivable
The following is an aging analysis for loans receivable as of March 31, 2026 and December 31, 2025:
March 31, 2026
Loans
Past Due
30-59 Days
Loans
Past Due
60-89 Days
Loans
Past Due
90 Days
or More
Total
Past Due
Current
Loans
Total
Loans
Receivable
Accruing
Loans
Past Due
90 Days
or More
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$1,321 $248 $57,518 $59,087 $5,336,442 $5,395,529 $751 
Construction/land development105 244 8,456 8,805 2,604,799 2,613,604 600 
Agricultural130 776 398 1,304 319,742 321,046 — 
Residential real estate loans
Residential 1-4 family9,683 2,434 25,026 37,143 2,063,231 2,100,374 136 
Multifamily residential— — 11,175 11,175 1,221,464 1,232,639 — 
Total real estate11,239 3,702 102,573 117,514 11,545,678 11,663,192 1,487 
Consumer1,255 475 12,393 14,123 1,240,813 1,254,936 — 
Commercial and industrial1,139 1,400 65,923 68,462 2,103,805 2,172,267 982 
Agricultural & other841 80 1,231 2,152 541,081 543,233 12 
Total$14,474 $5,657 $182,120 $202,251 $15,431,377 $15,633,628 $2,481 
December 31, 2025
Loans
Past Due
30-59 Days
Loans
Past Due
60-89 Days
Loans
Past Due
90 Days
or More
Total
Past Due
Current
Loans
Total
Loans
Receivable
Accruing
Loans
Past Due
90 Days
or More
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential$37,448 $4,723 $21,685 $63,856 $5,226,256 $5,290,112 $— 
Construction/land development207 7,208 5,849 13,264 2,713,729 2,726,993 405 
Agricultural99 — 489 588 331,824 332,412 — 
Residential real estate loans
Residential 1-4 family3,709 4,650 26,470 34,829 2,099,505 2,134,334 2,321 
Multifamily residential— — 10,925 10,925 1,129,986 1,140,911 — 
Total real estate41,463 16,581 65,418 123,462 11,501,300 11,624,762 2,726 
Consumer1,251 210 13,616 15,077 1,238,669 1,253,746 3,290 
Commercial and industrial41,433 1,048 4,724 47,205 2,175,196 2,222,401 964 
Agricultural and other1,267 14 1,224 2,505 582,795 585,300 — 
Total$85,414 $17,853 $84,982 $188,249 $15,497,960 $15,686,209 $6,980 
Presentation of Classified Loans by Class and Risk Rating
Based on the most recent analysis performed, the risk category of loans by class of loans as of March 31, 2026 and December 31, 2025 is as follows:
March 31, 2026
Term Loans Amortized Cost Basis by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Risk rating 1$— $— $— $— $— $295 $$297 
Risk rating 2— — — — — — — — 
Risk rating 364,556 481,681 258,160 283,941 547,666 1,359,580 219,988 3,215,572 
Risk rating 416,905 86,686 151,786 82,068 538,390 828,549 253,873 1,958,257 
Risk rating 5— 236 633 — 13,358 21,512 395 36,134 
Risk rating 6— 11,986 33,586 2,208 39,936 97,553 — 185,269 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total non-farm/non-residential81,461 580,589 444,165 368,217 1,139,350 2,307,489 474,258 5,395,529 
Construction/land development
Risk rating 1$— $— $— $— $— $$— $
Risk rating 2— — 91 128 — 110 — 329 
Risk rating 384,653 826,112 667,261 148,491 110,723 72,311 82,435 1,991,986 
Risk rating 467,633 81,849 166,567 58,713 36,871 28,581 156,981 597,195 
Risk rating 5— 143 — — 14,844 392 — 15,379 
Risk rating 6— — 7,422 77 485 694 30 8,708 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total construction/land development152,286 908,104 841,341 207,409 162,923 102,095 239,446 2,613,604 
Agricultural
Risk rating 1$— $— $— $— $1,110 $— $— $1,110 
Risk rating 2— — — 221 — 994 — 1,215 
Risk rating 32,747 26,449 18,272 16,095 20,541 38,581 52,273 174,958 
Risk rating 4916 18,230 25,878 6,394 16,372 49,844 14,855 132,489 
Risk rating 5— — — — 4,194 106 — 4,300 
Risk rating 6— — 1,881 34 336 4,245 478 6,974 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural3,663 44,679 46,031 22,744 42,553 93,770 67,606 321,046 
Total commercial real estate loans$237,410 $1,533,372 $1,331,537 $598,370 $1,344,826 $2,503,354 $781,310 $8,330,179 
Residential real estate loans
Residential 1-4 family
Risk rating 1$— $— $— $— $— $81 $$82 
Risk rating 2— — — 155 — — 156 
Risk rating 374,446 216,151 175,805 226,330 332,413 536,867 120,901 1,682,913 
Risk rating 43,850 22,947 39,677 12,098 45,551 171,606 80,136 375,865 
Risk rating 5— 1,049 1,017 1,553 481 4,642 240 8,982 
Risk rating 6259 951 3,900 9,041 18,055 169 32,376 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total residential 1-4 family78,297 240,406 217,450 244,036 387,486 731,251 201,448 2,100,374 
March 31, 2026
Term Loans Amortized Cost Basis by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Multifamily residential
Risk rating 1$— $— $— $— $— $— $— $— 
Risk rating 2— — — — — — — — 
Risk rating 3— 237,392 216,883 58,075 140,912 134,351 7,010 794,623 
Risk rating 41,912 893 658 137,490 197,743 32,394 23,585 394,675 
Risk rating 5— — — — — 2,007 — 2,007 
Risk rating 6— — — — 40,363 971 — 41,334 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total multifamily residential1,912 238,285 217,541 195,565 379,018 169,723 30,595 1,232,639 
Total real estate$317,619 $2,012,063 $1,766,528 $1,037,971 $2,111,330 $3,404,328 $1,013,353 $11,663,192 
Consumer
Risk rating 1$926 $4,246 $2,680 $1,134 $927 $1,551 $2,943 $14,407 
Risk rating 216 — — — — 208 — 224 
Risk rating 354,747 270,285 208,774 139,205 144,814 377,351 1,116 1,196,292 
Risk rating 4462 1,869 1,351 976 4,733 6,219 110 15,720 
Risk rating 5— — — 464 811 — 1,277 
Risk rating 6— 1,050 12,541 5,841 2,110 5,455 19 27,016 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total consumer56,151 277,450 225,346 147,158 153,048 391,595 4,188 1,254,936 
Commercial and industrial
Risk rating 1$258 $776 $1,905 $270 $345 $21,313 $13,965 $38,832 
Risk rating 2101 — 42 46 261 17 4,160 4,627 
Risk rating 321,472 393,083 85,058 92,629 48,006 255,440 568,655 1,464,343 
Risk rating 415,123 74,405 38,048 79,977 65,287 110,631 205,309 588,780 
Risk rating 5— — — 40 4,931 2,639 7,615 
Risk rating 6— 1,064 41,452 848 645 1,563 20,814 66,386 
Risk rating 7— — — — — 1,376 — 1,376 
Risk rating 8— — — 10 — 298 — 308 
Total commercial and industrial36,954 469,328 166,505 173,785 114,584 395,569 815,542 2,172,267 
Agricultural and other
Risk rating 1$410 $205 $500 $344 $78 $106 $1,079 $2,722 
Risk rating 2— 550 114 210 16 — 1,001 1,891 
Risk rating 312,765 9,717 4,249 3,804 2,631 36,288 217,166 286,620 
Risk rating 452,036 9,176 7,329 1,172 33,919 28,482 116,388 248,502 
Risk rating 5— — — 20 1,064 11 — 1,095 
Risk rating 6— — 961 97 343 911 91 2,403 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural and other65,211 19,648 13,153 5,647 38,051 65,798 335,725 543,233 
Total$475,935 $2,778,489 $2,171,532 $1,364,561 $2,417,013 $4,257,290 $2,168,808 $15,633,628 
December 31, 2025
Term Loans Amortized Cost Basis by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Risk rating 1$— $— $— $— $— $301 $— $301 
Risk rating 2— — — — — — — — 
Risk rating 3492,228 210,249 252,348 561,439 426,072 978,310 206,694 3,127,340 
Risk rating 486,206 108,516 96,811 558,844 278,939 561,388 240,408 1,931,112 
Risk rating 5239 664 1,392 13,790 — 23,161 — 39,246 
Risk rating 611,983 33,432 1,735 40,615 6,407 97,516 — 191,688 
Risk rating 7— — 425 — — — — 425 
Risk rating 8— — — — — — — — 
Total non-farm/non-residential590,656 352,861 352,711 1,174,688 711,418 1,660,676 447,102 5,290,112 
Construction/land development
Risk rating 1$— $— $— $— $$— $— $
Risk rating 2376 93 129 — — 120 — 718 
Risk rating 3739,449 863,012 181,685 108,648 23,610 54,423 68,558 2,039,385 
Risk rating 463,720 201,687 56,444 143,542 14,648 20,780 163,294 664,115 
Risk rating 5— — — 16,024 — — — 16,024 
Risk rating 6— 4,584 275 512 536 836 — 6,743 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total construction/land development803,545 1,069,376 238,533 268,726 38,802 76,159 231,852 2,726,993 
Agricultural
Risk rating 1$— $— $— $1,169 $— $— $— $1,169 
Risk rating 2— — 225 — 1,012 — — 1,237 
Risk rating 325,875 20,454 16,985 24,312 11,587 37,628 48,561 185,402 
Risk rating 418,496 24,511 6,407 19,027 18,746 32,232 14,119 133,538 
Risk rating 5— — — 4,194 — 111 — 4,305 
Risk rating 6— 1,881 34 358 1,646 2,527 315 6,761 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural44,371 46,846 23,651 49,060 32,991 72,498 62,995 332,412 
Total commercial real estate loans$1,438,572 $1,469,083 $614,895 $1,492,474 $783,211 $1,809,333 $741,949 $8,349,517 
Residential real estate loans
Residential 1-4 family
Risk rating 1$— $— $— $— $— $83 $$84 
Risk rating 2— — 156 — — — 157 
Risk rating 3284,182 179,100 230,204 344,291 165,821 393,067 120,796 1,717,461 
Risk rating 414,704 36,409 14,293 53,960 100,597 73,643 83,482 377,088 
Risk rating 5331 — 684 653 981 5,599 101 8,349 
Risk rating 6117 667 4,143 8,520 4,481 12,693 574 31,195 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total residential 1-4 family299,334 216,176 249,480 407,424 271,880 485,085 204,955 2,134,334 
December 31, 2025
Term Loans Amortized Cost Basis by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Multifamily residential
Risk rating 1$— $— $— $— $— $— $— $— 
Risk rating 2— — — — — — — — 
Risk rating 3237,328 55,087 58,077 141,548 29,736 104,185 9,189 635,150 
Risk rating 4897 663 199,306 197,414 10,767 23,742 29,872 462,661 
Risk rating 5— — — — 503 1,501 — 2,004 
Risk rating 6— — — 40,113 — 983 — 41,096 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total multifamily residential238,225 55,750 257,383 379,075 41,006 130,411 39,061 1,140,911 
Total real estate$1,976,131 $1,741,009 $1,121,758 $2,278,973 $1,096,097 $2,424,829 $985,965 $11,624,762 
Consumer
Risk rating 1$4,723 $2,974 $1,306 $970 $449 $1,191 $1,654 $13,267 
Risk rating 2— — — — — 217 — 217 
Risk rating 3277,176 216,183 150,202 153,393 140,454 255,252 1,218 1,193,878 
Risk rating 42,526 1,916 1,031 5,092 1,509 4,376 126 16,576 
Risk rating 5— — 114 464 200 1,146 — 1,924 
Risk rating 6778 12,570 6,296 1,504 246 5,322 28 26,744 
Risk rating 7— — — — — — — — 
Risk rating 8— — — 1,140 — — — 1,140 
Total consumer285,203 233,643 158,949 162,563 142,858 267,504 3,026 1,253,746 
Commercial and industrial
Risk rating 1$951 $3,241 $288 $364 $636 $20,727 $14,327 $40,534 
Risk rating 243 62 277 — 20 4,018 4,422 
Risk rating 3401,676 92,773 419,568 132,633 41,839 249,339 325,878 1,663,706 
Risk rating 480,245 33,265 50,968 41,099 23,792 58,246 152,751 440,366 
Risk rating 5— — 40 4,632 955 1,147 6,781 
Risk rating 6852 40,887 391 648 663 1,785 21,025 66,251 
Risk rating 7— — — — — — — — 
Risk rating 8— — — 329 — 11 341 
Total commercial and industrial483,726 170,209 471,285 175,061 71,891 331,072 519,157 2,222,401 
Agricultural and other
Risk rating 1$214 $556 $344 $78 $16 $90 $948 $2,246 
Risk rating 2552 115 253 16 — — 2,159 3,095 
Risk rating 328,999 5,040 4,214 3,111 22,774 17,136 248,547 329,821 
Risk rating 446,091 8,734 1,127 34,328 3,925 28,167 123,570 245,942 
Risk rating 5— — — 1,222 11 — — 1,233 
Risk rating 6— 1,098 108 343 32 1,265 117 2,963 
Risk rating 7— — — — — — — — 
Risk rating 8— — — — — — — — 
Total agricultural and other75,856 15,543 6,046 39,098 26,758 46,658 375,341 585,300 
Total$2,820,916 $2,160,404 $1,758,038 $2,655,695 $1,337,604 $3,070,063 $1,883,489 $15,686,209 
The following table presents gross write-offs by origination date as of March 31, 2026 and December 31, 2025.
March 31, 2026
Gross Loan Write-Offs by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate
Commercial real estate loans
Non-farm/non-residential$— $— $453 $— $— $$— $457 
Construction/land development— — — — — — — — 
Agricultural— — — — — — 
Residential real estate loans
Residential 1-4 family— — 40 110 234 — 393 
Total real estate— — 493 110 239 — 851 
Consumer— 64 — — 77 
Commercial and industrial— — 640 46 21 308 311 1,326 
Agricultural & other593 *— — — — — 595 
Total$593 $$1,139 $163 $94 $547 $311 $2,849 
*The 2026 write-off consists entirely of overdrafts.
December 31, 2025
Gross Loan Write-Offs by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate
Commercial real estate loans
Non-farm/non-residential$— $$400 $47 $289 $2,293 $— $3,034 
Construction/land development— 18 11 — 41 — — 70 
Agricultural— — — — — — — — 
Residential real estate loans
Residential 1-4 family— 21 98 309 — 203 — 631 
Multifamily residential— — — — — — — — 
Total real estate— 44 509 356 330 2,496 — 3,735 
Consumer222 **82 628 613 277 458 41 2,321 
Commercial and industrial— 149 2,582 763 1,206 898 779 6,377 
Agricultural & other2,808 **— — — — — 2,810 
Total$3,030 $277 $3,719 $1,732 $1,813 $3,852 $820 $15,243 
**The 2025 write-offs primarily consist of overdrafts.
The Company considers the performance of the loan portfolio and its impact on the allowance for credit losses. The Company also evaluates credit quality based on the aging status of the loan, which was previously presented, and by payment activity. The following tables present the amortized cost of performing and nonperforming loans as of March 31, 2026 and December 31, 2025.
March 31, 2026
Term Loans Amortized Cost Basis by Origination Year
20262025202420232022PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Performing$81,461 $580,589 $412,089 $367,056 $1,112,001 $2,275,331 $474,258 $5,302,785 
Non-performing— — 32,076 1,161 27,349 32,158 — 92,744 
Total non-farm/non-residential
81,461 580,589 444,165 368,217 1,139,350 2,307,489 474,258 5,395,529 
Construction/land development
Performing$152,286 $908,104 $833,919 $207,409 $162,438 $101,576 $239,416 $2,605,148 
Non-performing— — 7,422 — 485 519 30 8,456 
Total construction/ land development
152,286 908,104 841,341 207,409 162,923 102,095 239,446 2,613,604 
Agricultural
Performing$3,663 $44,679 $46,031 $22,744 $42,553 $93,547 $67,431 $320,648 
Non-performing— — — — — 223 175 398 
Total agricultural3,663 44,679 46,031 22,744 42,553 93,770 67,606 321,046 
Total commercial real estate loans
$237,410 $1,533,372 $1,331,537 $598,370 $1,344,826 $2,503,354 $781,310 $8,330,179 
Residential real estate loans
Residential 1-4 family
Performing$78,297 $240,008 $216,513 $239,672 $380,696 $715,818 $201,417 $2,072,421 
Non-performing— 398 937 4,364 6,790 15,433 31 27,953 
Total residential 1-4 family
78,297 240,406 217,450 244,036 387,486 731,251 201,448 2,100,374 
Multifamily residential
Performing$1,912 $238,285 $217,541 $195,565 $368,655 $168,911 $30,595 $1,221,464 
Non-performing— — — — 10,363 812 — 11,175 
Total multifamily residential
1,912 238,285 217,541 195,565 379,018 169,723 30,595 1,232,639 
Total real estate$317,619 $2,012,063 $1,766,528 $1,037,971 $2,111,330 $3,404,328 $1,013,353 $11,663,192 
Consumer
Performing$56,151 $277,381 $224,285 $142,120 $151,643 $386,793 $4,170 $1,242,543 
Non-performing— 69 1,061 5,038 1,405 4,802 18 12,393 
Total consumer56,151 277,450 225,346 147,158 153,048 391,595 4,188 1,254,936 
Commercial and industrial
Performing$36,954 $468,411 $125,233 $173,221 $114,146 $393,553 $794,772 $2,106,290 
Non-performing— 917 41,272 564 438 2,016 20,770 65,977 
Total commercial and industrial36,954 469,328 166,505 173,785 114,584 395,569 815,542 2,172,267 
Agricultural and other
Performing$65,211 $19,648 $12,995 $5,550 $37,739 $65,134 $335,725 $542,002 
Non-performing— — 158 97 312 664 — 1,231 
Total agricultural and other65,211 19,648 13,153 5,647 38,051 65,798 335,725 543,233 
Total$475,935 $2,778,489 $2,171,532 $1,364,561 $2,417,013 $4,257,290 $2,168,808 $15,633,628 



December 31, 2025
Term Loans Amortized Cost Basis by Origination Year
20252024202320222021PriorRevolving Loans Amortized Cost BasisTotal
(In thousands)
Real estate:
Commercial real estate loans
Non-farm/non-residential
Performing$590,656 $319,429 $352,286 $1,147,293 $709,851 $1,629,945 $447,102 $5,196,562 
Non-performing— 33,432 425 27,395 1,567 30,731 — 93,550 
Total non-farm/non-residential
590,656 352,861 352,711 1,174,688 711,418 1,660,676 447,102 5,290,112 
Construction/land development
Performing$803,545 $1,065,095 $238,336 $268,292 $38,502 $75,522 $231,852 $2,721,144 
Non-performing— 4,281 197 434 300 637 — 5,849 
Total construction/land development
803,545 1,069,376 238,533 268,726 38,802 76,159 231,852 2,726,993 
Agricultural
Performing$44,371 $46,846 $23,651 $49,060 $32,991 $72,021 $62,983 $331,923 
Non-performing— — — — — 477 12 489 
Total agricultural44,371 46,846 23,651 49,060 32,991 72,498 62,995 332,412 
Total commercial real estate loans
$1,438,572 $1,469,083 $614,895 $1,492,474 $783,211 $1,809,333 $741,949 $8,349,517 
Residential real estate loans
Residential 1-4 family
Performing$299,149 $215,558 $244,767 $400,643 $267,493 $472,717 $204,605 $2,104,932 
Non-performing185 618 4,713 6,781 4,387 12,368 350 29,402 
Total residential 1-4 family
299,334 216,176 249,480 407,424 271,880 485,085 204,955 2,134,334 
Multifamily residential
Performing$238,225 $55,750 $257,383 $368,962 $41,006 $129,599 $39,061 $1,129,986 
Non-performing— — — 10,113 — 812 — 10,925 
Total multifamily residential
238,225 55,750 257,383 379,075 41,006 130,411 39,061 1,140,911 
Total real estate$1,976,131 $1,741,009 $1,121,758 $2,278,973 $1,096,097 $2,424,829 $985,965 $11,624,762 
Consumer
Performing$285,182 $232,580 $153,116 $160,625 $142,817 $262,786 $3,024 $1,240,130 
Non-performing21 1,063 5,833 1,938 41 4,718 13,616 
Total consumer285,203 233,643 158,949 162,563 142,858 267,504 3,026 1,253,746 
Commercial and industrial
Performing$482,817 $129,624 $471,177 $174,639 $71,256 $329,475 $499,046 $2,158,034 
Non-performing909 40,585 108 422 635 1,597 20,111 64,367 
Total commercial and industrial483,726 170,209 471,285 175,061 71,891 331,072 519,157 2,222,401 
Agricultural and other
Performing$75,856 $15,385 $5,938 $38,786 $26,715 $46,132 $375,264 $584,076 
Non-performing— 158 108 312 43 526 77 1,224 
Total agricultural and other75,856 15,543 6,046 39,098 26,758 46,658 375,341 585,300 
Total$2,820,916 $2,160,404 $1,758,038 $2,655,695 $1,337,604 $3,070,063 $1,883,489 $15,686,209 
Presentation of Troubled Debt Restructurings ("TDRs") by Class The following table presents the amortized cost basis of modified loans to borrowers experiencing financial difficulty by class and modification type at March 31, 2026 and December 31, 2025. The percentage of the amortized cost basis of loans that were modified to borrowers in financial distress as compared to the amortized cost basis of each class of financing receivable is also presented below.
March 31, 2026
Combination of Modifications
Term ExtensionInterest Rate ReductionPrincipal ReductionInterest OnlyInterest Rate Reduction and Term ExtensionTerm Extension and Interest OnlyTerm Extension and Principal ReductionPost-
Modification
Outstanding
Balance
Percentage of Total Class of Loans Receivable
(In thousands)
Real estate:
Commercial real estate loans
    Non-farm/non-residential$376 $31,869 $— $937 $328 $14,530 $— $48,040 0.89 %
    Construction/land development— — — — — — — 
Residential real estate loans
    Residential 1-4 family1,023 784 97 19 2,233 — 113 4,269 0.20 
Total real estate1,399 32,653 97 965 2,561 14,530 113 52,318 0.45 
Consumer— 3,161 — — — — — 3,161 0.25 
Commercial and industrial57 60,207 — — 243 — — 60,507 2.79 
Total$1,456 $96,021 $97 $965 $2,804 $14,530 $113 $115,986 0.74 %
December 31, 2025
Combination of Modifications
Term ExtensionInterest Rate ReductionPrincipal ReductionInterest OnlyInterest Rate Reduction and Term ExtensionPrincipal Reduction and Interest Rate ReductionTerm Extension and Interest OnlyTerm Extension and Principal ReductionPost-
Modification
Outstanding
Balance
Percentage of Total Class of Loans Receivable
(In thousands)
Real estate:
Commercial real estate loans
    Non-farm/non-residential$378 $31,869 $— $1,001 $330 $— $14,752 $— $48,330 0.91 %
    Construction/land development— — — 36 — — — — 36 — 
Residential real estate loans
    Residential 1-4 family1,033 1,018 99 20 2,300 — — 114 4,584 0.21 
Total real estate1,411 32,887 99 1,057 2,630 — 14,752 114 52,950 0.46 
Consumer— 2,938 — — — — — — 2,938 0.23 
Commercial and industrial58 59,585 — — 74 — — — 59,717 2.69 
Total$1,469 $95,410 $99 $1,057 $2,704 $— $14,752 $114 $115,605 0.74 %
Presentation of TDR's on Non-Accrual Status
The following table presents the amortized cost basis of loans that had a payment default during the three months ended March 31, 2026 and were modified in the twelve months prior to that default to borrowers experiencing financial difficulty.
March 31, 2026
Interest Rate ReductionCombination Interest Rate Reduction and Term Extension
(Dollars in thousands)
Real estate
Commercial real estate loans
Non-farm/non-residential$— $— 
Residential real estate loans
Residential 1-4 family61 597 
Total real estate61 597 
Consumer— — 
Commercial and industrial— — 
Total$61 $597 
Summary of Total Foreclosed Assets
The following is a presentation of total foreclosed assets as of March 31, 2026 and December 31, 2025:
March 31, 2026December 31, 2025
(In thousands)
Commercial real estate loans
Non-farm/non-residential$23,183 $23,433 
Construction/land development15,311 15,230 
Residential real estate loans
Residential 1-4 family2,380 1,168 
Total foreclosed assets held for sale$40,874 $39,831 
v3.26.1
Goodwill and Core Deposits and Other Intangibles (Tables)
3 Months Ended
Mar. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Summary of Changes in Carrying Amount and Accumulated Amortization of Company's Goodwill and Core Deposits and Other Intangibles
Changes in the carrying amount and accumulated amortization of the Company’s goodwill and core deposits and other intangibles at March 31, 2026 and December 31, 2025, were as follows:
March 31, 2026December 31, 2025
(In thousands)
Goodwill
Balance, beginning of period$1,398,253 $1,398,253 
Balance, end of period$1,398,253 $1,398,253 
March 31, 2026December 31, 2025
(In thousands)
Core Deposit Intangibles
Balance, beginning of period, January 1$32,293 $40,327 
Amortization expense(1,938)(2,047)
Balance, March 31
$30,355 38,280 
Amortization expense(5,987)
Balance, end of year$32,293 
Summary of Carrying Amount and Accumulated Amortization of Core Deposits and Other Intangibles
The carrying basis and accumulated amortization of core deposit intangibles at March 31, 2026 and December 31, 2025 were:
March 31, 2026December 31, 2025
(In thousands)
Gross carrying basis$128,888 $128,888 
Accumulated amortization(98,533)(96,595)
Net carrying amount$30,355 $32,293 
v3.26.1
Securities Sold Under Agreements to Repurchase (Tables)
3 Months Ended
Mar. 31, 2026
Securities Sold under Agreements to Repurchase [Abstract]  
Summary of Remaining Contractual Maturity of Securities Sold Under Agreements to Repurchase
The remaining contractual maturity of securities sold under agreements to repurchase in the consolidated balance sheets as of March 31, 2026 and December 31, 2025 is presented in the following table:
March 31, 2026December 31, 2025
Overnight and
Continuous
Total
Overnight and
Continuous
Total
(In thousands)
Securities sold under agreements to repurchase:
Mortgage-backed securities$54,268 $54,268 $55,615 $55,615 
State and political subdivisions33,212 33,212 31,103 31,103 
Other securities69,929 69,929 69,085 69,085 
Total borrowings$157,409 $157,409 $155,803 $155,803 
v3.26.1
Subordinated Debentures (Tables)
3 Months Ended
Mar. 31, 2026
Debt Disclosure [Abstract]  
Preferred Trust Securities and Subordinated Debentures
Subordinated debentures at March 31, 2026 and December 31, 2025 consisted of the following components:
As of
March 31, 2026
As of
December 31, 2025
(In thousands)
Subordinated debt securities
Subordinated notes, net of issuance costs, issued in 2022, due 2032, fixed rate of 3.125% during the first five years and at a floating rate of 182 basis points above the then three-month SOFR rate, reset quarterly, thereafter, callable in 2027 without penalty
279,433 279,265 
Total$279,433 $279,265 
v3.26.1
Income Taxes (Tables)
3 Months Ended
Mar. 31, 2026
Income Tax Disclosure [Abstract]  
Summary of Components of Provision (Benefit) for Income Taxes
The following is a summary of the components of the provision for income taxes for the three months ended March 31, 2026 and 2025:
For the Three Months Ended March 31,
20262025
(In thousands)
Current:
Federal$21,564 $21,218 
State4,293 4,290 
Total current25,857 25,508 
Deferred:
Federal6,810 5,354 
State1,356 1,083 
Total deferred8,166 6,437 
Income tax expense$34,023 $31,945 
Reconciliation between Statutory Federal Income Tax Rate and Effective Income Tax Rate
The reconciliation between the statutory federal income tax rate and effective income tax rate by dollar amount and percentage is as follows for the three months ended March 31, 2026 and 2025:
Three Months Ended March 31, 2026Three Months Ended March 31, 2025
AmountPercentAmountPercent
Income tax at federal statutory rate$31,969 21.00 %$30,902 21.00 %
Tax effect of:
State income taxes, net of federal income taxes(1)
3,730 2.45 3,583 2.44 
Tax credits
Other tax credits(60)(0.04)%(60)(0.04)%
Nontaxable or nondeductible items
Nontaxable income:
Interest on municipal securities(1,782)(1.17)%(1,689)(1.15)%
Income on bank-owned life insurance(288)(0.19)%(387)(0.26)%
Other nontaxable income(635)(0.42)%(985)(0.67)%
Nondeductible expenses:
Municipal bond interest expense47 0.03 %43 0.03 %
Executive compensation expense634 0.42 %269 0.18 %
Other nondeductible expenses408 0.27 %269 0.18 %
Other— — %— — %
Total$34,023 22.35 %$31,945 21.71 %
Differences between Tax Basis of Assets and Liabilities
The types of temporary differences between the tax basis of assets and liabilities and their financial reporting amounts that give rise to deferred income tax assets and liabilities, and their approximate tax effects, are as follows:
March 31,
2026
December 31,
2025
(In thousands)
Deferred tax assets:
Allowance for credit losses$80,249 $80,486 
Deferred compensation3,900 7,048 
Stock compensation2,345 3,671 
Non-accrual interest income1,479 1,388 
Real estate owned310 310 
Unrealized loss on investment securities, available-for-sale55,461 51,026 
Loan discounts1,871 2,110 
Investments22,208 22,619 
Other11,799 12,882 
Gross deferred tax assets179,622 181,540 
Deferred tax liabilities:
Accelerated depreciation on premises and equipment4,563 2,521 
Tax basis on acquisitions11,308 10,645 
Core deposit intangible6,777 7,217 
FHLB dividends1,935 2,003 
Other11,052 11,132 
Gross deferred tax liabilities35,635 33,518 
Net deferred tax assets$143,987 $148,022 
Summary of Additional Cash Flow Information
Income taxes paid, net of refunds received, for the three months ended March 31, 2026 is as follows:
March 31, 2026
(In thousands)
Federal$— 
State and local
New York1,071 
All other states780 
Total1,851 
The following is a summary of the Company’s additional cash flow information during the three-month period ended:
March 31,
20262025
(In thousands)
Interest paid$89,641 $102,313 
Income taxes paid, net of refunds received
1,851 2,854 
Assets acquired by foreclosure1,623 1,419 
v3.26.1
Common Stock, Compensation Plans and Other (Tables)
3 Months Ended
Mar. 31, 2026
Equity [Abstract]  
Summary of Stock Option Transactions under Plan
The table below summarizes the stock option transactions under the Plan at March 31, 2026 and December 31, 2025 and changes during the three month period and year then ended:
For the Three Months Ended March 31, 2026
For the Year Ended
December 31, 2025
Shares (000) Weighted-
Average
Exercisable
Price
Shares (000) Weighted-
Average
Exercisable
Price
Outstanding, beginning of year1,240 $23.10 1,590 $22.66 
Granted— — 10 26.46 
Forfeited/Expired— — (19)22.21 
Exercised(45)21.70 (341)21.20 
Outstanding, end of period1,195 23.15 1,240 23.10 
Exercisable, end of period1,163 23.08 974 22.96 
Summary of Stock Options on Valuation Assumptions
The assumptions used in determining the fair value of the 2026 and 2025 stock option grants were as follows:
For the Three Months Ended March 31, 2026
For the Year Ended December 31, 2025
Expected dividend yieldNot applicable3.02 %
Expected stock price volatilityNot applicable29.16 %
Risk-free interest rateNot applicable4.13 %
Expected life of optionsNot applicable6.5 years
Summary of Currently Outstanding and Exercisable Options
The following is a summary of currently outstanding and exercisable options at March 31, 2026:
Options OutstandingOptions Exercisable
Exercise PricesOptions
Outstanding
Shares
(000)
Weighted-
Average
Remaining
Contractual
Life (in years)
Weighted-
Average
Exercise
Price
Options
Exercisable
Shares (000)
Weighted-
Average
Exercise
Price
$18.00 to $19.99
22 3.03$19.06 22 $19.06 
$20.00 to $21.99
72 4.3620.74 72 20.74 
$22.00 to $23.99
1,028 2.4323.20 1,020 23.21 
$24.00 to $25.99
53 2.6725.39 47 25.53 
$26.00 to $27.99
10 9.0526.46 — — 
$28.00 to $29.99
10 8.6129.4129.41 
1,195 1,163 
Summary of Company's Restricted Stock Issued and Outstanding
The table below summarized the activity for the Company’s restricted stock issued and outstanding at March 31, 2026 and December 31, 2025 and changes during the period and year then ended:
As of
March 31, 2026
As of
December 31, 2025
(In thousands)
Beginning of year1,118 1,429 
Issued533 265 
Vested(484)(559)
Forfeited— (17)
End of period1,167 1,118 
Amount of expense for the three months and twelve months ended, respectively
$3,098 $9,784 
v3.26.1
Non-Interest Expense (Tables)
3 Months Ended
Mar. 31, 2026
Noninterest Expense [Abstract]  
Components of Non-Interest Expense
The table below shows the components of non-interest expense for the three months ended March 31, 2026 and 2025:
Three Months Ended March 31,
20262025
(In thousands)
Salaries and employee benefits$63,236 $61,855 
Occupancy and equipment14,867 14,425 
Data processing expense8,884 8,558 
Merger and acquisition expenses394 — 
Other operating expenses:
Advertising2,227 1,928 
Amortization of intangibles1,938 2,047 
Electronic banking expense3,326 3,055 
Directors’ fees518 452 
Due from bank service charges333 281 
FDIC and state assessment1,599 3,387 
Insurance1,074 999 
Legal and accounting914 3,641 
Other professional fees1,946 1,947 
Operating supplies748 711 
Postage543 503 
Telephone363 436 
Other expense11,065 8,703 
Total other operating expenses26,594 28,090 
Total non-interest expense$113,975 $112,928 
v3.26.1
Leases (Tables)
3 Months Ended
Mar. 31, 2026
Leases [Abstract]  
Minimum Rental Commitments under Operating Leases
The minimum rental commitments under these noncancelable operating leases are as follows (in thousands) as of March 31, 2026 and December 31, 2025:
March 31, 2026December 31, 2025
2026$7,250 $9,802 
20277,922 7,689 
20285,623 5,377 
20295,329 5,071 
20305,038 4,767 
Thereafter16,978 16,822 
Total future minimum lease payments$48,140 $49,528 
Discount effect of cash flows(15,402)(14,738)
Present value of net future minimum lease payments$32,738 $34,790 
Additional Information of Lease Expense Additional information (dollar amounts in thousands):
Three Months Ended
Lease expense:March 31, 2026March 31, 2025
Operating lease expense$2,417$2,307
Variable lease expense235270
Total lease expense$2,652$2,577
Other information:
Cash paid for amounts included in the measurement of lease liabilities
$2,155$2,001
Weighted-average remaining lease term (in years)
7.807.30
Weighted-average discount rate3.60 %3.62 %
v3.26.1
Additional Cash Flow Information (Tables)
3 Months Ended
Mar. 31, 2026
Supplemental Cash Flow Elements [Abstract]  
Summary of Additional Cash Flow Information
Income taxes paid, net of refunds received, for the three months ended March 31, 2026 is as follows:
March 31, 2026
(In thousands)
Federal$— 
State and local
New York1,071 
All other states780 
Total1,851 
The following is a summary of the Company’s additional cash flow information during the three-month period ended:
March 31,
20262025
(In thousands)
Interest paid$89,641 $102,313 
Income taxes paid, net of refunds received
1,851 2,854 
Assets acquired by foreclosure1,623 1,419 
v3.26.1
Financial Instruments (Tables)
3 Months Ended
Mar. 31, 2026
Fair Value Disclosures [Abstract]  
Amortized Cost and Fair Value of Securities Available-for-Sale The following table summarizes the amortized cost and fair value of securities that are classified as available-for-sale and held-to-maturity:
March 31, 2026
Available-for-Sale
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$225,306 $— $225,306 $1,054 $(7,389)$218,971 
U.S. government-sponsored mortgage-backed securities1,320,400 — 1,320,400 1,293 (143,819)1,177,874 
Private mortgage-backed securities150,637 — 150,637 — (8,110)142,527 
Non-government-sponsored asset backed securities155,852 — 155,852 111 (1,137)154,826 
State and political subdivisions949,052 — 949,052 665 (70,739)878,978 
Other securities237,141 — 237,141 1,828 (8,298)230,671 
Total$3,038,388 $— $3,038,388 $4,951 $(239,492)$2,803,847 
March 31, 2026
Held-to-Maturity
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$43,912 $— $43,912 $— $(1,758)$42,154 
U.S. government-sponsored mortgage-backed securities112,717 — 112,717 153 (4,144)108,726 
State and political subdivisions1,102,011 (2,005)1,100,006 32 (105,924)994,114 
Total$1,258,640 $(2,005)$1,256,635 $185 $(111,826)$1,144,994 
December 31, 2025
Available-for-Sale
Amortized
Cost
Allowance for Credit LossesNet Carrying Amount
Gross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$246,891 $— $246,891 $998 $(7,107)$240,782 
U.S. government-sponsored mortgage-backed securities1,345,469 — 1,345,469 1,478 (133,999)1,212,948 
Private mortgage-backed securities152,578 — 152,578 126 (6,984)145,720 
Non-government-sponsored asset backed securities158,446 — 158,446 325 (927)157,844 
State and political subdivisions951,822 — 951,822 1,419 (65,403)887,838 
Other securities233,614 — 233,614 2,147 (8,962)226,799 
Total$3,088,820 $— $3,088,820 $6,493 $(223,382)$2,871,931 
December 31, 2025
Held-to-Maturity
Amortized
Cost
Allowance for Credit LossesNet Carrying AmountGross
Unrealized
Gains
Gross
Unrealized
(Losses)
Estimated
Fair Value
(In thousands)
U.S. government-sponsored enterprises$43,841 $— $43,841 $— $(1,391)$42,450 
U.S. government-sponsored mortgage-backed securities114,813 — 114,813 400 (3,258)111,955 
State and political subdivisions1,102,613 (2,005)1,100,608 71 (94,032)1,006,647 
Total$1,261,267 $(2,005)$1,259,262 $471 $(98,681)$1,161,052 
The following table presents the Company's financial assets by level within the fair value hierarchy that were measured at fair value on a recurring basis during the periods ended March 31, 2026 and December 31, 2025 (in thousands):
March 31, 2026
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
(in thousands)
U.S. government-sponsored enterprises$218,971 $— $218,971 $— 
U.S. government-sponsored mortgage-backed securities1,177,874 — 1,177,874 — 
Private mortgage-backed securities142,527 — 142,527 — 
Non-government-sponsored asset backed securities154,826 — 154,826 — 
State and political subdivisions878,978 — 863,661 15,317 
Other securities230,671 — 216,450 14,221 
Total$2,803,847 $— $2,774,309 $29,538 
December 31, 2025
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
(in thousands)
U.S. government-sponsored enterprises$240,782 $— $240,782 $— 
U.S. government-sponsored mortgage-backed securities1,212,948 — 1,212,948 — 
Private mortgage-backed securities145,720 — 145,720 — 
Non-government-sponsored asset backed securities157,844 — 157,844 — 
State and political subdivisions887,838 — 872,522 15,316 
Other securities226,799 — 212,004 14,795 
Total$2,871,931 $— $2,841,820 $30,111 
Fair Value, Assets Measured on Recurring Basis
The following table presents the Company's assets by level within the fair value hierarchy that were measured at fair value on a nonrecurring basis during the periods ended March 31, 2026 and December 31, 2025 (in thousands):
Fair Value Measurements
Fair ValueLevel 1Level 2Level 3
March 31, 2026
(in thousands)
Individually evaluated loans (collateral-dependent)(1)(2)
$189,630 $— $— $189,630 
December 31, 2025
Individually evaluated loans (collateral-dependent)(1)(2)
$186,484 $— $— $186,484 
(1) These amounts represent the resulting carrying amounts on the consolidated balance sheets for collateral-dependent loans and foreclosed assets and other real estate owned for which fair value re-measurements took place during the period.
(2) Specific reserves of $17.1 million and $17.0 million were related to collateral-dependent loans for which fair value re-measurements took place during the periods ended March 31, 2026 and December 31, 2025, respectively.
Estimated Fair Values of Financial Instruments
The following table presents the estimated fair values of the Company’s financial instruments. Fair value is the exchange price that would be received for an asset or paid to transfer a liability in the principal or most advantageous market for the asset or liability in an orderly transaction between market participants at the measurement date.
March 31, 2026
Fair Value Measurements
Carrying
Amount
Level 1Level 2Level 3Total
(In thousands)
Financial assets:
Cash and cash equivalents$1,111,923 $1,111,923 $— $— $1,111,923 
Federal funds sold6,025 6,025 — — 6,025 
Investment securities - held-to-maturity1,256,635 27,255 1,117,739 — 1,144,994 
Loans receivable, net of impaired loans and allowance15,132,724 — — 15,150,428 15,150,428 
Accrued interest receivable106,628 106,628 — — 106,628 
FHLB, Federal Reserve & FNBB stock; other equity investments
224,354 — — 224,354 224,354 
Marketable equity securities52,673 52,673 — — 52,673 
Financial liabilities:
Deposits:
Demand and non-interest bearing$3,994,217 $3,994,217 $— $— $3,994,217 
Savings and interest-bearing transaction accounts11,971,866 11,971,866 — — 11,971,866 
Time deposits1,772,192 — — 1,758,751 1,758,751 
Securities sold under agreements to repurchase157,409 157,409 — — 157,409 
FHLB and other borrowed funds500,250 — 469,595 — 469,595 
Accrued interest payable12,346 12,346 — — 12,346 
Subordinated debentures279,433 — — 268,116 268,116 
December 31, 2025
Fair Value Measurements
Carrying
Amount
Level 1Level 2Level 3Total
(In thousands)
Financial assets:
Cash and cash equivalents$667,337 $667,337 $— $— $667,337 
Federal funds sold3,000 3,000 — — 3,000 
Investment securities - held-to-maturity1,259,262 27,457 1,133,595 — 1,161,052 
Loans receivable, net of impaired loans and allowance15,186,203 — — 15,205,769 15,205,769 
Accrued interest receivable108,939 108,939 — — 108,939 
FHLB, Federal Reserve & FNBB stock; other equity investments
225,288 — — 225,288 225,288 
Marketable equity securities53,921 53,921 — — 53,921 
Financial liabilities:
Deposits:
Demand and non-interest bearing$3,868,405 $3,868,405 $— $— $3,868,405 
Savings and interest-bearing transaction accounts11,792,828 11,792,828 — — 11,792,828 
Time deposits1,818,724 — — 1,807,002 1,807,002 
Securities sold under agreements to repurchase155,803 155,803 — — 155,803 
FHLB and other borrowed funds500,250 — 474,663 — 474,663 
Accrued interest payable14,868 14,868 — — 14,868 
Subordinated debentures279,265 — — 265,170 265,170 
v3.26.1
Segment Information (Tables)
3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment The table below presents the information reported internally for performance assessment by the CODM as of the three months ended March 31, 2026 and 2025.
Three Months Ended March 31,
Banking Segment20262025
(In thousands)
Interest Income$311,023 $312,542 
Reconciliation of revenue:
Other Revenues*42,803 45,426 
Total consolidated revenues$353,826 $357,968 
Less:
Interest Expense87,119 97,886 
Segment net interest income and noninterest income$266,707 $260,082 
Less:
Credit loss expense
500 — 
Salaries and employee benefits63,236 61,855 
Occupancy and equipment**14,867 14,425 
Data Processing expense8,884 8,558 
Merger and acquisition expense394 — 
Other expense11,065 8,703 
FDIC and state assessment1,599 3,387 
Electronic banking expense3,326 3,055 
Other segment items***10,604 12,945 
Income tax expense34,023 31,945 
Segment net income/consolidated net income118,209 115,209 
Reconciliation of profit or loss:
Adjustments and reconciling items — — 
Consolidated net income$118,209 $115,209 
*Includes earnings in equity method investments of $1.5 million and $5.2 million for the three months ended March 31, 2026 and 2025, respectively.
** Includes depreciation and amortization expense of $7.3 million and $5.3 million for the three month periods ended March 31, 2026 and 2025, respectively.
***Other segment items include expenses for advertising, amortization of intangibles, directors' fees, due from bank service charges, insurance expense, legal and accounting fees, other professional fees, operating supplies, postage and telephone.
v3.26.1
Nature of Operations and Summary of Significant Accounting Policies - Additional Information (Details)
$ in Millions
3 Months Ended
Mar. 31, 2026
USD ($)
segment
Dec. 31, 2025
USD ($)
Organization, Consolidation and Presentation of Financial Statements [Abstract]    
Number of reportable segments 1  
Number of operating segments 1  
Restricted cash | $ $ 8.8 $ 9.4
v3.26.1
Nature of Operations and Summary of Significant Accounting Policies - Computation of Basic and Diluted Earnings per Common Share (EPS) (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]    
Net income $ 118,209 $ 115,209
Average shares outstanding (in shares) 196,528 198,657
Effect of common stock options (in shares) 205 195
Average diluted shares outstanding (in shares) 196,733 198,852
Basic earnings per share (in dollars per share) $ 0.60 $ 0.58
Diluted earnings per share (in dollars per share) $ 0.60 $ 0.58
v3.26.1
Acquisitions (Details) - Mountain Commerce Bancorp Inc - Common Stock - Subsequent Event
$ / shares in Units, shares in Millions, $ in Millions
4 Months Ended
Apr. 01, 2026
USD ($)
$ / shares
shares
Business Combination [Line Items]  
Business acquisition, equity interest issuable, number of shares (in shares) | shares 5.4
Business acquisition, equity interest issuable, value | $ $ 146
Business acquisition, common stock conversion ratio 0.85
Cash payments received by stockholders, value per share (in dollars per share) | $ / shares $ 26.77
v3.26.1
Investment Securities - Amortized Cost and Fair Value of Securities Available-for-Sale (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost $ 3,038,388 $ 3,088,820    
Allowance for Credit Losses 0 0 $ (2,195) $ (2,195)
Net Carrying Amount 3,038,388 3,088,820    
Gross Unrealized Gains 4,951 6,493    
Gross Unrealized (Losses) (239,492) (223,382)    
Estimated Fair Value 2,803,847 2,871,931    
U.S. government-sponsored enterprises        
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost 225,306 246,891    
Allowance for Credit Losses 0 0    
Net Carrying Amount 225,306 246,891    
Gross Unrealized Gains 1,054 998    
Gross Unrealized (Losses) (7,389) (7,107)    
Estimated Fair Value 218,971 240,782    
U.S. government-sponsored mortgage-backed securities        
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost 1,320,400 1,345,469    
Allowance for Credit Losses 0 0    
Net Carrying Amount 1,320,400 1,345,469    
Gross Unrealized Gains 1,293 1,478    
Gross Unrealized (Losses) (143,819) (133,999)    
Estimated Fair Value 1,177,874 1,212,948    
Private mortgage-backed securities        
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost 150,637 152,578    
Allowance for Credit Losses 0 0    
Net Carrying Amount 150,637 152,578    
Gross Unrealized Gains 0 126    
Gross Unrealized (Losses) (8,110) (6,984)    
Estimated Fair Value 142,527 145,720    
Non-government-sponsored asset backed securities        
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost 155,852 158,446    
Allowance for Credit Losses 0 0    
Net Carrying Amount 155,852 158,446    
Gross Unrealized Gains 111 325    
Gross Unrealized (Losses) (1,137) (927)    
Estimated Fair Value 154,826 157,844    
State and political subdivisions        
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost 949,052 951,822    
Allowance for Credit Losses 0 0    
Net Carrying Amount 949,052 951,822    
Gross Unrealized Gains 665 1,419    
Gross Unrealized (Losses) (70,739) (65,403)    
Estimated Fair Value 878,978 887,838    
Other securities        
Schedule of Available-for-sale Securities [Line Items]        
Amortized Cost 237,141 233,614    
Allowance for Credit Losses 0 0    
Net Carrying Amount 237,141 233,614    
Gross Unrealized Gains 1,828 2,147    
Gross Unrealized (Losses) (8,298) (8,962)    
Estimated Fair Value $ 230,671 $ 226,799    
v3.26.1
Investment Securities - Amortized Cost and Fair Value of Securities Held-to-Maturity (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Schedule of Held-to-maturity Securities [Line Items]        
Amortized Cost $ 1,258,640 $ 1,261,267    
Allowance for Credit Losses (2,005) (2,005) $ (2,005) $ (2,005)
Net Carrying Amount 1,256,635 1,259,262    
Gross Unrealized Gains 185 471    
Gross Unrealized (Losses) (111,826) (98,681)    
Estimated Fair Value 1,144,994 1,161,052    
U.S. government-sponsored enterprises        
Schedule of Held-to-maturity Securities [Line Items]        
Amortized Cost 43,912 43,841    
Allowance for Credit Losses 0 0    
Net Carrying Amount 43,912 43,841    
Gross Unrealized Gains 0 0    
Gross Unrealized (Losses) (1,758) (1,391)    
Estimated Fair Value 42,154 42,450    
U.S. government-sponsored mortgage-backed securities        
Schedule of Held-to-maturity Securities [Line Items]        
Amortized Cost 112,717 114,813    
Allowance for Credit Losses 0 0    
Net Carrying Amount 112,717 114,813    
Gross Unrealized Gains 153 400    
Gross Unrealized (Losses) (4,144) (3,258)    
Estimated Fair Value 108,726 111,955    
State and political subdivisions        
Schedule of Held-to-maturity Securities [Line Items]        
Amortized Cost 1,102,011 1,102,613    
Allowance for Credit Losses (2,005) (2,005)    
Net Carrying Amount 1,100,006 1,100,608    
Gross Unrealized Gains 32 71    
Gross Unrealized (Losses) (105,924) (94,032)    
Estimated Fair Value $ 994,114 $ 1,006,647    
v3.26.1
Investment Securities - Additional Information (Details)
3 Months Ended 9 Months Ended
Mar. 31, 2026
USD ($)
security
Mar. 31, 2025
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Schedule of Available-for-sale Securities [Line Items]        
Carrying value of investment securities $ 2,670,000,000   $ 2,650,000,000  
Investment securities pledged as collateral 157,400,000   155,800,000  
Available for sale securities sold 0 $ 0    
Recovery of credit losses 0 0 (2,195,000)  
Allowance for credit losses, HTM 2,005,000 2,005,000 2,005,000 $ 2,005,000
Allowance for credit losses, AFS 0 $ 2,195,000 0 $ 2,195,000
Debt securities available for sale unrealized loss position (239,492,000)   (223,382,000)  
Fair value of unrealized losses $ 236,414,000   222,629,000  
Percentage of Company's investment portfolio 43.80%      
Maturity description of investment portfolio five years or less      
Number of investment securities available for sale | security 1,452      
Number of investment in debt securities available-for-sale unrealized loss position | security 1,196      
Number of investment securities held to maturity | security 511      
Number of investments in debt securities held-to-maturity unrealized loss position | security 498      
Unrealized losses $ (111,826,000)   (98,681,000)  
U.S. government-sponsored enterprises        
Schedule of Available-for-sale Securities [Line Items]        
Allowance for credit losses, HTM 0   0  
Allowance for credit losses, AFS 0   0  
Debt securities available for sale unrealized loss position (7,389,000)   (7,107,000)  
Fair value of unrealized losses $ 7,373,000   7,075,000  
Number of investment in debt securities available-for-sale unrealized loss position | security 53      
Number of investments in debt securities held-to-maturity unrealized loss position | security 5      
Unrealized losses $ (1,758,000)   (1,391,000)  
U.S. government-sponsored mortgage-backed securities        
Schedule of Available-for-sale Securities [Line Items]        
Allowance for credit losses, HTM 0   0  
Allowance for credit losses, AFS 0   0  
Debt securities available for sale unrealized loss position (143,819,000)   (133,999,000)  
Fair value of unrealized losses $ 143,260,000   133,863,000  
Number of investment in debt securities available-for-sale unrealized loss position | security 609      
Number of investments in debt securities held-to-maturity unrealized loss position | security 16      
Unrealized losses $ (4,144,000)   (3,258,000)  
Private mortgage-backed securities        
Schedule of Available-for-sale Securities [Line Items]        
Allowance for credit losses, AFS 0   0  
Debt securities available for sale unrealized loss position (8,110,000)   (6,984,000)  
Fair value of unrealized losses $ 8,092,000   6,984,000  
Number of investment in debt securities available-for-sale unrealized loss position | security 29      
Non-government-sponsored asset backed securities        
Schedule of Available-for-sale Securities [Line Items]        
Allowance for credit losses, AFS $ 0   0  
Debt securities available for sale unrealized loss position (1,137,000)   (927,000)  
Fair value of unrealized losses $ 1,092,000   914,000  
Number of investment in debt securities available-for-sale unrealized loss position | security 13      
State and political subdivisions        
Schedule of Available-for-sale Securities [Line Items]        
Allowance for credit losses, HTM $ 2,005,000   2,005,000  
Allowance for credit losses, AFS 0   0  
Debt securities available for sale unrealized loss position (70,739,000)   (65,403,000)  
Fair value of unrealized losses $ 68,734,000   64,898,000  
Number of investment in debt securities available-for-sale unrealized loss position | security 441      
Number of investments in debt securities held-to-maturity unrealized loss position | security 477      
Unrealized losses $ (105,924,000)   (94,032,000)  
Other securities        
Schedule of Available-for-sale Securities [Line Items]        
Allowance for credit losses, AFS 0   0  
Debt securities available for sale unrealized loss position (8,298,000)   (8,962,000)  
Fair value of unrealized losses $ 7,863,000   $ 8,895,000  
Number of investment in debt securities available-for-sale unrealized loss position | security 51      
v3.26.1
Investment Securities - Amortized Cost and Estimated Fair Value of Securities Contractual Maturity (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Amortized Cost    
Due in one year or less, Amortized Cost $ 56,714  
Due in one year or less, Amortized Cost 4,953  
Due after one year through five years, Amortized Cost 233,601  
Due after one year through five years, Amortized Cost 120,587  
Due after five years through ten years, Amortized Cost 384,518  
Due after five years through ten years, Amortized Cost 383,180  
Due after ten years, Amortized Cost 736,666  
Due after ten years, Amortized Cost 637,203  
Amortized Cost 3,038,388 $ 3,088,820
Amortized Cost 1,258,640 1,261,267
Estimated Fair Value    
Due in one year or less, Estimated Fair Value 56,147  
Due in one year or less, Estimated Fair Value 4,918  
Due after one year through five years, Estimated Fair Value 223,610  
Due after one year through five years, Estimated Fair Value 116,202  
Due after five years through ten years, Estimated Fair Value 367,430  
Due after five years through ten years, Estimated Fair Value 353,219  
Due after ten years, Estimated Fair Value 681,433  
Due after ten years, Estimated Fair Value 561,929  
Total, Estimated Fair Value 2,803,847 2,871,931
Estimated Fair Value 1,144,994 1,161,052
U.S. government-sponsored mortgage-backed securities    
Amortized Cost    
Securities not due at a single maturity date, Amortized Cost 1,320,400  
Securities not due at a single maturity date, Amortized Cost 112,717  
Amortized Cost 1,320,400 1,345,469
Amortized Cost 112,717 114,813
Estimated Fair Value    
Securities not due at a single maturity date, Estimated Fair Value 1,177,874  
Securities not due at a single maturity date, Estimated Fair Value 108,726  
Total, Estimated Fair Value 1,177,874 1,212,948
Estimated Fair Value 108,726 111,955
Private mortgage-backed securities    
Amortized Cost    
Securities not due at a single maturity date, Amortized Cost 150,637  
Securities not due at a single maturity date, Amortized Cost 0  
Amortized Cost 150,637 152,578
Estimated Fair Value    
Securities not due at a single maturity date, Estimated Fair Value 142,527  
Securities not due at a single maturity date, Estimated Fair Value 0  
Total, Estimated Fair Value 142,527 145,720
Non-government-sponsored asset backed securities    
Amortized Cost    
Securities not due at a single maturity date, Amortized Cost 155,852  
Securities not due at a single maturity date, Amortized Cost 0  
Amortized Cost 155,852 158,446
Estimated Fair Value    
Securities not due at a single maturity date, Estimated Fair Value 154,826  
Securities not due at a single maturity date, Estimated Fair Value 0  
Total, Estimated Fair Value $ 154,826 $ 157,844
v3.26.1
Investment Securities - Unrealized Losses and Estimated Fair Value of Investment Securities Available for Sale (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months $ 238,912 $ 77,407
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (3,078) (753)
Fair Value of Available-for-Sale Securities, 12 Months or More 2,201,072 2,303,038
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (236,414) (222,629)
Fair Value of Available-for-Sale Securities, Total 2,439,984 2,380,445
Unrealized Losses of Available-for-Sale Securities, Total (239,492) (223,382)
Held-to-maturity:    
Fair Value of Held-to-Maturity Securities, Less Than 12 Months 81,334 35,900
Unrealized Losses of Held-to-Maturity Securities, Less Than 12 Months (1,054) (231)
Fair Value of Held-to-Maturity Securities, 12 Months or More 1,043,695 1,090,389
Unrealized Losses of Held-to-Maturity Securities, 12 Months or More (110,772) (98,450)
Fair Value of Held-to-Maturity Securities, Total 1,125,029 1,126,289
Unrealized Losses of Held-to-Maturity Securities (111,826) (98,681)
U.S. government-sponsored enterprises    
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months 2,705 7,152
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (16) (32)
Fair Value of Available-for-Sale Securities, 12 Months or More 149,486 165,091
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (7,373) (7,075)
Fair Value of Available-for-Sale Securities, Total 152,191 172,243
Unrealized Losses of Available-for-Sale Securities, Total (7,389) (7,107)
Held-to-maturity:    
Fair Value of Held-to-Maturity Securities, Less Than 12 Months 14,899 0
Unrealized Losses of Held-to-Maturity Securities, Less Than 12 Months (101) 0
Fair Value of Held-to-Maturity Securities, 12 Months or More 27,255 42,451
Unrealized Losses of Held-to-Maturity Securities, 12 Months or More (1,657) (1,391)
Fair Value of Held-to-Maturity Securities, Total 42,154 42,451
Unrealized Losses of Held-to-Maturity Securities (1,758) (1,391)
U.S. government-sponsored mortgage-backed securities    
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months 61,250 26,462
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (559) (136)
Fair Value of Available-for-Sale Securities, 12 Months or More 1,053,060 1,087,888
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (143,260) (133,863)
Fair Value of Available-for-Sale Securities, Total 1,114,310 1,114,350
Unrealized Losses of Available-for-Sale Securities, Total (143,819) (133,999)
Held-to-maturity:    
Fair Value of Held-to-Maturity Securities, Less Than 12 Months 37,878 16,763
Unrealized Losses of Held-to-Maturity Securities, Less Than 12 Months (455) (88)
Fair Value of Held-to-Maturity Securities, 12 Months or More 52,853 64,000
Unrealized Losses of Held-to-Maturity Securities, 12 Months or More (3,689) (3,170)
Fair Value of Held-to-Maturity Securities, Total 90,731 80,763
Unrealized Losses of Held-to-Maturity Securities (4,144) (3,258)
Private mortgage-backed securities    
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months 9,721 0
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (18) 0
Fair Value of Available-for-Sale Securities, 12 Months or More 132,805 135,255
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (8,092) (6,984)
Fair Value of Available-for-Sale Securities, Total 142,526 135,255
Unrealized Losses of Available-for-Sale Securities, Total (8,110) (6,984)
Non-government-sponsored asset backed securities    
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months 36,217 22,987
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (45) (13)
Fair Value of Available-for-Sale Securities, 12 Months or More 41,919 44,666
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (1,092) (914)
Fair Value of Available-for-Sale Securities, Total 78,136 67,653
Unrealized Losses of Available-for-Sale Securities, Total (1,137) (927)
State and political subdivisions    
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months 87,822 15,301
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (2,005) (505)
Fair Value of Available-for-Sale Securities, 12 Months or More 697,559 744,922
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (68,734) (64,898)
Fair Value of Available-for-Sale Securities, Total 785,381 760,223
Unrealized Losses of Available-for-Sale Securities, Total (70,739) (65,403)
Held-to-maturity:    
Fair Value of Held-to-Maturity Securities, Less Than 12 Months 28,557 19,137
Unrealized Losses of Held-to-Maturity Securities, Less Than 12 Months (498) (143)
Fair Value of Held-to-Maturity Securities, 12 Months or More 963,587 983,938
Unrealized Losses of Held-to-Maturity Securities, 12 Months or More (105,426) (93,889)
Fair Value of Held-to-Maturity Securities, Total 992,144 1,003,075
Unrealized Losses of Held-to-Maturity Securities (105,924) (94,032)
Other securities    
Available-for-sale:    
Fair Value of Available-for-Sale Securities, Less Than 12 Months 41,197 5,505
Unrealized Losses of Available-for-Sale Securities, Less Than 12 Months (435) (67)
Fair Value of Available-for-Sale Securities, 12 Months or More 126,243 125,216
Unrealized Losses of Available-for-Sale Securities, 12 Months or More (7,863) (8,895)
Fair Value of Available-for-Sale Securities, Total 167,440 130,721
Unrealized Losses of Available-for-Sale Securities, Total $ (8,298) $ (8,962)
v3.26.1
Investment Securities - Schedule of Allowance for Credit Losses on Investment Securities (Details) - USD ($)
3 Months Ended 9 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Available-for-Sale Investment Securities      
Beginning balance $ 0 $ 2,195,000 $ 2,195,000
Recovery of credit losses 0 0 (2,195,000)
Ending balance 0 2,195,000 0
Held-to-Maturity Investment Securities      
Beginning balance 2,005,000 2,005,000 2,005,000
Provision for credit losses 0 0 0
Ending balance $ 2,005,000 $ 2,005,000 $ 2,005,000
v3.26.1
Investment Securities - Bond Ratings (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost $ 1,258,640 $ 1,261,267
Aaa/AAA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 282,766  
Aa/AA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 823,847  
A    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 32,600  
Not rated    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 6,710  
Agency backed    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 112,717  
State and political subdivisions    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 1,102,011 1,102,613
State and political subdivisions | Aaa/AAA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 238,854  
State and political subdivisions | Aa/AA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 823,847  
State and political subdivisions | A    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 32,600  
State and political subdivisions | Not rated    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 6,710  
State and political subdivisions | Agency backed    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored enterprises    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 43,912 $ 43,841
U.S. government-sponsored enterprises | Aaa/AAA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 43,912  
U.S. government-sponsored enterprises | Aa/AA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored enterprises | A    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored enterprises | Not rated    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored enterprises | Agency backed    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored mortgage-backed securities    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 112,717  
U.S. government-sponsored mortgage-backed securities | Aaa/AAA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored mortgage-backed securities | Aa/AA    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored mortgage-backed securities | A    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored mortgage-backed securities | Not rated    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 0  
U.S. government-sponsored mortgage-backed securities | Agency backed    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost $ 112,717  
v3.26.1
Investment Securities - Schedule of Income Earned on Available-for Sale Securities (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Investment Income [Line Items]    
Income earned on securities, taxable $ 24,728 $ 27,433
Income earned on securities, non-taxable 7,829 7,650
Total 32,557 35,083
Available-for-sale    
Investment Income [Line Items]    
Income earned on securities, taxable 17,321 20,060
Income earned on securities, non-taxable 4,821 4,580
Held-to-maturity    
Investment Income [Line Items]    
Income earned on securities, taxable 7,407 7,373
Income earned on securities, non-taxable $ 3,008 $ 3,070
v3.26.1
Loans Receivable - Summary of Various Categories of Loans Receivable (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable $ 15,633,628 $ 15,686,209    
Allowance for credit losses (297,634) (297,583) $ (279,943) $ (275,880)
Loans receivable, net 15,335,994 15,388,626    
Commercial real estate loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 8,330,179 8,349,517    
Commercial real estate loans | Non-farm/non-residential        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 5,395,529 5,290,112    
Commercial real estate loans | Construction/land development        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 2,613,604 2,726,993    
Allowance for credit losses (49,377) (48,023) (48,176) (52,271)
Commercial real estate loans | Agricultural        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 321,046 332,412    
Residential real estate loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Allowance for credit losses (71,983) (72,692) (53,408) (50,835)
Residential real estate loans | Residential 1-4 family        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 2,100,374 2,134,334    
Residential real estate loans | Multifamily residential        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 1,232,639 1,140,911    
Total real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 11,663,192 11,624,762    
Consumer        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 1,254,936 1,253,746    
Commercial and industrial        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 2,172,267 2,222,401    
Allowance for credit losses (57,171) (65,932) $ (60,122) $ (49,621)
Agricultural        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable 329,563 359,879    
Other        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans receivable $ 213,670 $ 225,421    
v3.26.1
Loans Receivable - Additional Information (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Allowance for credit loss $ 297,634 $ 279,943 $ 297,583 $ 275,880
Deteriorated Credit Quality | Accounting Standards Update 2016-13 | Cumulative Effect Period of Adoption Adjustment        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Allowance for credit loss 51,300   52,200  
Mortgage Loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Mortgage loans held for sale 201,900   $ 204,000  
SBA Loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loans sold during period 1,200 4,000    
Gain on sale of guaranteed portion of loans $ 80 $ 288    
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Additional Information (Details)
3 Months Ended 9 Months Ended
Mar. 31, 2026
USD ($)
loan
Mar. 31, 2025
USD ($)
loan
Dec. 31, 2025
USD ($)
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Provision for credit losses on loans $ 1,500,000 $ 0 $ 24,100,000
Recovery of credit losses on unfunded commitments (1,000,000) 0  
Net recoveries (1,449,000) 4,063,000 (6,460,000)
Nonaccrual 179,639,000   78,002,000
Loans Past Due Over 90 Days Still Accruing 2,481,000   6,980,000
Nonaccrual loans with specific reserve 29,900,000   29,800,000
Interest income on nonaccrual loans 0 0  
Amortized cost 220,300,000   219,400,000
Financing receivable, individually evaluated for credit loss, interest income 552,000 3,000,000.0  
Amount of loan assessed for impairment on a quarterly basis 2,000,000.0    
Revolver loans converted to term loans $ 30,200,000 $ 15,200,000  
Number of revolving loans convert to term loans | loan 204 44  
Number of loans | loan 2 4  
Loans, ending balance $ 174,000 $ 3,900,000  
13 Modified Loan Borrowers      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Financial receivable, excluding accrued interest, modified in period, premodification 175,000 4,000,000.0  
Borrowers Experiencing Financial Difficulty      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Financial receivable, excluding accrued interest, modified in period, premodification $ 1,200,000    
Number of loans | loan 11    
Loans, ending balance $ 1,100,000    
Loan balance, nonaccrual 660,000    
Total Past Due | Borrowers Experiencing Financial Difficulty      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Loans, ending balance 443,000    
Residential real estate loans      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Provision for credit losses on loans (334,000) 2,597,000 19,668,000
Net recoveries (375,000) (24,000) (384,000)
Commercial and industrial      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Provision for credit losses on loans (7,626,000) 9,704,000 10,606,000
Net recoveries (1,135,000) $ 797,000 (4,796,000)
Nonaccrual 64,941,000   3,760,000
Loans Past Due Over 90 Days Still Accruing $ 982,000   $ 964,000
Minimum | Construction / Land Development and Other Commercial Real Estate Loans      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Loans collateralized by first liens on real estate amortized period 15 years    
Loans collateralized by first liens on real estate balloon payments due period 1 year    
Minimum | Commercial and industrial      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Commercial loans terms 1 year    
Inventory financing percentage 50.00%    
Minimum | Commercial and industrial | Loans Past Due 30-59 Days      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Accounts receivable financed percentage 50.00%    
Maximum | Construction / Land Development and Other Commercial Real Estate Loans      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Loans collateralized by first liens on real estate amortized period 30 years    
Loans collateralized by first liens on real estate balloon payments due period 5 years    
Percentage of loan value of improved property 85.00%    
Percentage of loan value of raw land 65.00%    
Percentage of loan value of land to be acquired and developed 75.00%    
Maximum | Residential real estate loans      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Loan-to-value ratio 90.00%    
Maximum | Commercial and industrial      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Commercial loans terms 7 years    
Inventory financing percentage 80.00%    
Maximum | Commercial and industrial | Loans Past Due 30-59 Days      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Accounts receivable financed percentage 80.00%    
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Schedule of Allowance for Credit Losses (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss [Roll Forward]      
Beginning balance $ 297,583 $ 275,880 $ 279,943
Loans charged off (2,849) (3,459) (11,784)
Recoveries of loans previously charged off 1,400 7,522 5,324
Net loans recovered (charged off) (1,449) 4,063 (6,460)
Provision for credit losses 1,500 0 24,100
Ending balance 297,634 279,943 297,583
Residential real estate loans      
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss [Roll Forward]      
Beginning balance 72,692 50,835 53,408
Loans charged off (393) (75) (556)
Recoveries of loans previously charged off 18 51 172
Net loans recovered (charged off) (375) (24) (384)
Provision for credit losses (334) 2,597 19,668
Ending balance 71,983 53,408 72,692
Commercial and industrial      
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss [Roll Forward]      
Beginning balance 65,932 49,621 60,122
Loans charged off (1,326) (161) (6,216)
Recoveries of loans previously charged off 191 958 1,420
Net loans recovered (charged off) (1,135) 797 (4,796)
Provision for credit losses (7,626) 9,704 10,606
Ending balance 57,171 60,122 65,932
Consumer & Other      
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss [Roll Forward]      
Beginning balance 33,716 31,838 31,952
Loans charged off (672) (923) (4,208)
Recoveries of loans previously charged off 554 228 741
Net loans recovered (charged off) (118) (695) (3,467)
Provision for credit losses (5,045) 809 5,231
Ending balance 28,553 31,952 33,716
Construction/land development | Commercial real estate loans      
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss [Roll Forward]      
Beginning balance 48,023 52,271 48,176
Loans charged off 0 0 (70)
Recoveries of loans previously charged off 20 125 451
Net loans recovered (charged off) 20 125 381
Provision for credit losses 1,334 (4,220) (534)
Ending balance 49,377 48,176 48,023
Other Commercial Real Estate | Commercial real estate loans      
Financing Receivable, Excluding Accrued Interest, Allowance for Credit Loss [Roll Forward]      
Beginning balance 77,220 91,315 86,285
Loans charged off (458) (2,300) (734)
Recoveries of loans previously charged off 617 6,160 2,540
Net loans recovered (charged off) 159 3,860 1,806
Provision for credit losses 13,171 (8,890) (10,871)
Ending balance $ 90,550 $ 86,285 $ 77,220
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Amortized Cost Basis of Loans on Nonaccrual Status and Loans Past Due Over 90 Days Still Accruing (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual $ 179,639 $ 78,002
Nonaccrual with Reserve 29,874 29,846
Loans Past Due Over 90 Days Still Accruing 2,481 6,980
Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 56,767 21,685
Nonaccrual with Reserve 14,530 14,752
Loans Past Due Over 90 Days Still Accruing 751 0
Commercial real estate loans | Construction/land development    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 7,856 5,444
Nonaccrual with Reserve 0 0
Loans Past Due Over 90 Days Still Accruing 600 405
Commercial real estate loans | Agricultural    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 398 489
Nonaccrual with Reserve 0 0
Loans Past Due Over 90 Days Still Accruing 0 0
Residential real estate loans | Residential 1-4 family    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 24,890 24,149
Nonaccrual with Reserve 0 0
Loans Past Due Over 90 Days Still Accruing 136 2,321
Residential real estate loans | Multifamily residential    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 11,175 10,925
Nonaccrual with Reserve 10,363 10,113
Loans Past Due Over 90 Days Still Accruing 0 0
Total real estate    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 101,086 62,692
Nonaccrual with Reserve 24,893 24,865
Loans Past Due Over 90 Days Still Accruing 1,487 2,726
Consumer    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 12,393 10,326
Nonaccrual with Reserve 4,981 4,981
Loans Past Due Over 90 Days Still Accruing 0 3,290
Commercial and industrial    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 64,941 3,760
Nonaccrual with Reserve 0 0
Loans Past Due Over 90 Days Still Accruing 982 964
Agricultural & other    
Financing Receivable Nonaccrual Status [Line Items]    
Nonaccrual 1,219 1,224
Nonaccrual with Reserve 0 0
Loans Past Due Over 90 Days Still Accruing $ 12 $ 0
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Amortized Cost Basis of Collateral-dependent Impaired Loans (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost $ 220,300 $ 219,400
Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 101,598 99,888
Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 39,128 40,327
Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 79,601 79,207
Commercial real estate loans | Non-farm/non-residential | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 92,744 93,550
Commercial real estate loans | Non-farm/non-residential | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial real estate loans | Non-farm/non-residential | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial real estate loans | Construction/land development | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 8,456 5,849
Commercial real estate loans | Construction/land development | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial real estate loans | Construction/land development | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial real estate loans | Agricultural | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 398 489
Commercial real estate loans | Agricultural | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial real estate loans | Agricultural | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Residential real estate loans | Residential 1-4 family | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Residential real estate loans | Residential 1-4 family | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 27,953 29,402
Residential real estate loans | Residential 1-4 family | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Residential real estate loans | Multifamily residential | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Residential real estate loans | Multifamily residential | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 11,175 10,925
Residential real estate loans | Multifamily residential | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Total real estate | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 101,598 99,888
Total real estate | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 39,128 40,327
Total real estate | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Consumer | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Consumer | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Consumer | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 12,393 13,616
Commercial and industrial | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial and industrial | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Commercial and industrial | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 65,977 64,367
Agricultural & other | Commercial Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Agricultural & other | Residential Real Estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost 0 0
Agricultural & other | Other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Amortized cost $ 1,231 $ 1,224
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Summary of Aging Analysis for Loans Receivable (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans $ 15,633,628 $ 15,686,209
Accruing Loans Past Due 90 Days or More 2,481 6,980
Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 14,474 85,414
Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 5,657 17,853
Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 182,120 84,982
Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 202,251 188,249
Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 15,431,377 15,497,960
Commercial real estate loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 8,330,179 8,349,517
Commercial real estate loans | Non-farm/non-residential    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 5,395,529 5,290,112
Accruing Loans Past Due 90 Days or More 751 0
Commercial real estate loans | Non-farm/non-residential | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,321 37,448
Commercial real estate loans | Non-farm/non-residential | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 248 4,723
Commercial real estate loans | Non-farm/non-residential | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 57,518 21,685
Commercial real estate loans | Non-farm/non-residential | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 59,087 63,856
Commercial real estate loans | Non-farm/non-residential | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 5,336,442 5,226,256
Commercial real estate loans | Construction/land development    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,613,604 2,726,993
Accruing Loans Past Due 90 Days or More 600 405
Commercial real estate loans | Construction/land development | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 105 207
Commercial real estate loans | Construction/land development | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 244 7,208
Commercial real estate loans | Construction/land development | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 8,456 5,849
Commercial real estate loans | Construction/land development | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 8,805 13,264
Commercial real estate loans | Construction/land development | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,604,799 2,713,729
Commercial real estate loans | Agricultural    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 321,046 332,412
Accruing Loans Past Due 90 Days or More 0 0
Commercial real estate loans | Agricultural | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 130 99
Commercial real estate loans | Agricultural | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 776 0
Commercial real estate loans | Agricultural | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 398 489
Commercial real estate loans | Agricultural | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,304 588
Commercial real estate loans | Agricultural | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 319,742 331,824
Residential real estate loans | Residential 1-4 family    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,100,374 2,134,334
Accruing Loans Past Due 90 Days or More 136 2,321
Residential real estate loans | Residential 1-4 family | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 9,683 3,709
Residential real estate loans | Residential 1-4 family | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,434 4,650
Residential real estate loans | Residential 1-4 family | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 25,026 26,470
Residential real estate loans | Residential 1-4 family | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 37,143 34,829
Residential real estate loans | Residential 1-4 family | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,063,231 2,099,505
Residential real estate loans | Multifamily residential    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,232,639 1,140,911
Accruing Loans Past Due 90 Days or More 0 0
Residential real estate loans | Multifamily residential | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 0 0
Residential real estate loans | Multifamily residential | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 0 0
Residential real estate loans | Multifamily residential | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 11,175 10,925
Residential real estate loans | Multifamily residential | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 11,175 10,925
Residential real estate loans | Multifamily residential | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,221,464 1,129,986
Total real estate    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 11,663,192 11,624,762
Accruing Loans Past Due 90 Days or More 1,487 2,726
Total real estate | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 11,239 41,463
Total real estate | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 3,702 16,581
Total real estate | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 102,573 65,418
Total real estate | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 117,514 123,462
Total real estate | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 11,545,678 11,501,300
Consumer    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,254,936 1,253,746
Accruing Loans Past Due 90 Days or More 0 3,290
Consumer | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,255 1,251
Consumer | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 475 210
Consumer | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 12,393 13,616
Consumer | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 14,123 15,077
Consumer | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,240,813 1,238,669
Commercial and industrial    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,172,267 2,222,401
Accruing Loans Past Due 90 Days or More 982 964
Commercial and industrial | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,139 41,433
Commercial and industrial | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,400 1,048
Commercial and industrial | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 65,923 4,724
Commercial and industrial | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 68,462 47,205
Commercial and industrial | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,103,805 2,175,196
Agricultural & other    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 543,233 585,300
Accruing Loans Past Due 90 Days or More 12 0
Agricultural & other | Loans Past Due 30-59 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 841 1,267
Agricultural & other | Loans Past Due 60-89 Days    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 80 14
Agricultural & other | Loans Past Due 90 Days or More    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 1,231 1,224
Agricultural & other | Total Past Due    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans 2,152 2,505
Agricultural & other | Current Loans    
Financing Receivable, Recorded Investment, Past Due [Line Items]    
Loans $ 541,081 $ 582,795
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Summary of Most Recent Analysis Performed, Risk Category of Loans by Class of Loans and Writeoffs (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One $ 475,935 $ 2,820,916
Year Two 2,778,489 2,160,404
Year Three 2,171,532 1,758,038
Year Four 1,364,561 2,655,695
Year Five 2,417,013 1,337,604
Prior 4,257,290 3,070,063
Revolving Loans Amortized Cost Basis 2,168,808 1,883,489
Total 15,633,628 15,686,209
Writeoffs, Year One 593 3,030
Writeoffs, Year Two 2 277
Writeoffs, Year Three 1,139 3,719
Writeoffs, Year Four 163 1,732
Writeoffs, Year Five 94 1,813
Writeoffs, Prior 547 3,852
Writeoffs, Revolving 311 820
Writeoffs, Total 2,849 15,243
Commercial real estate loans    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 237,410 1,438,572
Year Two 1,533,372 1,469,083
Year Three 1,331,537 614,895
Year Four 598,370 1,492,474
Year Five 1,344,826 783,211
Prior 2,503,354 1,809,333
Revolving Loans Amortized Cost Basis 781,310 741,949
Total 8,330,179 8,349,517
Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 81,461 590,656
Year Two 580,589 352,861
Year Three 444,165 352,711
Year Four 368,217 1,174,688
Year Five 1,139,350 711,418
Prior 2,307,489 1,660,676
Revolving Loans Amortized Cost Basis 474,258 447,102
Total 5,395,529 5,290,112
Writeoffs, Year One 0 0
Writeoffs, Year Two 0 5
Writeoffs, Year Three 453 400
Writeoffs, Year Four 0 47
Writeoffs, Year Five 0 289
Writeoffs, Prior 4 2,293
Writeoffs, Revolving 0 0
Writeoffs, Total 457 3,034
Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 152,286 803,545
Year Two 908,104 1,069,376
Year Three 841,341 238,533
Year Four 207,409 268,726
Year Five 162,923 38,802
Prior 102,095 76,159
Revolving Loans Amortized Cost Basis 239,446 231,852
Total 2,613,604 2,726,993
Writeoffs, Year One 0 0
Writeoffs, Year Two 0 18
Writeoffs, Year Three 0 11
Writeoffs, Year Four 0 0
Writeoffs, Year Five 0 41
Writeoffs, Prior 0 0
Writeoffs, Revolving 0 0
Writeoffs, Total 0 70
Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 3,663 44,371
Year Two 44,679 46,846
Year Three 46,031 23,651
Year Four 22,744 49,060
Year Five 42,553 32,991
Prior 93,770 72,498
Revolving Loans Amortized Cost Basis 67,606 62,995
Total 321,046 332,412
Writeoffs, Year One 0 0
Writeoffs, Year Two 0 0
Writeoffs, Year Three 0 0
Writeoffs, Year Four 0 0
Writeoffs, Year Five 0 0
Writeoffs, Prior 1 0
Writeoffs, Revolving 0 0
Writeoffs, Total 1 0
Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 78,297 299,334
Year Two 240,406 216,176
Year Three 217,450 249,480
Year Four 244,036 407,424
Year Five 387,486 271,880
Prior 731,251 485,085
Revolving Loans Amortized Cost Basis 201,448 204,955
Total 2,100,374 2,134,334
Writeoffs, Year One 0 0
Writeoffs, Year Two 0 21
Writeoffs, Year Three 40 98
Writeoffs, Year Four 110 309
Writeoffs, Year Five 9 0
Writeoffs, Prior 234 203
Writeoffs, Revolving 0 0
Writeoffs, Total 393 631
Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 1,912 238,225
Year Two 238,285 55,750
Year Three 217,541 257,383
Year Four 195,565 379,075
Year Five 379,018 41,006
Prior 169,723 130,411
Revolving Loans Amortized Cost Basis 30,595 39,061
Total 1,232,639 1,140,911
Writeoffs, Year One   0
Writeoffs, Year Two   0
Writeoffs, Year Three   0
Writeoffs, Year Four   0
Writeoffs, Year Five   0
Writeoffs, Prior   0
Writeoffs, Revolving   0
Writeoffs, Total   0
Total real estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 317,619 1,976,131
Year Two 2,012,063 1,741,009
Year Three 1,766,528 1,121,758
Year Four 1,037,971 2,278,973
Year Five 2,111,330 1,096,097
Prior 3,404,328 2,424,829
Revolving Loans Amortized Cost Basis 1,013,353 985,965
Total 11,663,192 11,624,762
Writeoffs, Year One 0 0
Writeoffs, Year Two 0 44
Writeoffs, Year Three 493 509
Writeoffs, Year Four 110 356
Writeoffs, Year Five 9 330
Writeoffs, Prior 239 2,496
Writeoffs, Revolving 0 0
Writeoffs, Total 851 3,735
Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 56,151 285,203
Year Two 277,450 233,643
Year Three 225,346 158,949
Year Four 147,158 162,563
Year Five 153,048 142,858
Prior 391,595 267,504
Revolving Loans Amortized Cost Basis 4,188 3,026
Total 1,254,936 1,253,746
Writeoffs, Year One 0 222
Writeoffs, Year Two 2 82
Writeoffs, Year Three 6 628
Writeoffs, Year Four 5 613
Writeoffs, Year Five 64 277
Writeoffs, Prior 0 458
Writeoffs, Revolving 0 41
Writeoffs, Total 77 2,321
Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 36,954 483,726
Year Two 469,328 170,209
Year Three 166,505 471,285
Year Four 173,785 175,061
Year Five 114,584 71,891
Prior 395,569 331,072
Revolving Loans Amortized Cost Basis 815,542 519,157
Total 2,172,267 2,222,401
Writeoffs, Year One 0 0
Writeoffs, Year Two 0 149
Writeoffs, Year Three 640 2,582
Writeoffs, Year Four 46 763
Writeoffs, Year Five 21 1,206
Writeoffs, Prior 308 898
Writeoffs, Revolving 311 779
Writeoffs, Total 1,326 6,377
Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 65,211 75,856
Year Two 19,648 15,543
Year Three 13,153 6,046
Year Four 5,647 39,098
Year Five 38,051 26,758
Prior 65,798 46,658
Revolving Loans Amortized Cost Basis 335,725 375,341
Total 543,233 585,300
Writeoffs, Year One 593 2,808
Writeoffs, Year Two 0 2
Writeoffs, Year Three 0 0
Writeoffs, Year Four 2 0
Writeoffs, Year Five 0 0
Writeoffs, Prior 0 0
Writeoffs, Revolving 0 0
Writeoffs, Total 595 2,810
Risk rating 1 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 295 301
Revolving Loans Amortized Cost Basis 2 0
Total 297 301
Risk rating 1 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 8
Prior 7 0
Revolving Loans Amortized Cost Basis 0 0
Total 7 8
Risk rating 1 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 1,169
Year Five 1,110 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 1,110 1,169
Risk rating 1 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 81 83
Revolving Loans Amortized Cost Basis 1 1
Total 82 84
Risk rating 1 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 1 | Total real estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One   1,976,131
Year Two   1,741,009
Year Three   1,121,758
Year Four   2,278,973
Year Five   1,096,097
Prior   2,424,829
Revolving Loans Amortized Cost Basis   985,965
Total   11,624,762
Risk rating 1 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 926 4,723
Year Two 4,246 2,974
Year Three 2,680 1,306
Year Four 1,134 970
Year Five 927 449
Prior 1,551 1,191
Revolving Loans Amortized Cost Basis 2,943 1,654
Total 14,407 13,267
Risk rating 1 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 258 951
Year Two 776 3,241
Year Three 1,905 288
Year Four 270 364
Year Five 345 636
Prior 21,313 20,727
Revolving Loans Amortized Cost Basis 13,965 14,327
Total 38,832 40,534
Risk rating 1 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 410 214
Year Two 205 556
Year Three 500 344
Year Four 344 78
Year Five 78 16
Prior 106 90
Revolving Loans Amortized Cost Basis 1,079 948
Total 2,722 2,246
Risk rating 2 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 2 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 376
Year Two 0 93
Year Three 91 129
Year Four 128 0
Year Five 0 0
Prior 110 120
Revolving Loans Amortized Cost Basis 0 0
Total 329 718
Risk rating 2 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 225
Year Four 221 0
Year Five 0 1,012
Prior 994 0
Revolving Loans Amortized Cost Basis 0 0
Total 1,215 1,237
Risk rating 2 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 156
Year Four 155 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 1 1
Total 156 157
Risk rating 2 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 2 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 16 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 208 217
Revolving Loans Amortized Cost Basis 0 0
Total 224 217
Risk rating 2 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 101 2
Year Two 0 43
Year Three 42 62
Year Four 46 277
Year Five 261 0
Prior 17 20
Revolving Loans Amortized Cost Basis 4,160 4,018
Total 4,627 4,422
Risk rating 2 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 552
Year Two 550 115
Year Three 114 253
Year Four 210 16
Year Five 16 0
Prior 0 0
Revolving Loans Amortized Cost Basis 1,001 2,159
Total 1,891 3,095
Risk rating 3 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 64,556 492,228
Year Two 481,681 210,249
Year Three 258,160 252,348
Year Four 283,941 561,439
Year Five 547,666 426,072
Prior 1,359,580 978,310
Revolving Loans Amortized Cost Basis 219,988 206,694
Total 3,215,572 3,127,340
Risk rating 3 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 84,653 739,449
Year Two 826,112 863,012
Year Three 667,261 181,685
Year Four 148,491 108,648
Year Five 110,723 23,610
Prior 72,311 54,423
Revolving Loans Amortized Cost Basis 82,435 68,558
Total 1,991,986 2,039,385
Risk rating 3 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 2,747 25,875
Year Two 26,449 20,454
Year Three 18,272 16,985
Year Four 16,095 24,312
Year Five 20,541 11,587
Prior 38,581 37,628
Revolving Loans Amortized Cost Basis 52,273 48,561
Total 174,958 185,402
Risk rating 3 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 74,446 284,182
Year Two 216,151 179,100
Year Three 175,805 230,204
Year Four 226,330 344,291
Year Five 332,413 165,821
Prior 536,867 393,067
Revolving Loans Amortized Cost Basis 120,901 120,796
Total 1,682,913 1,717,461
Risk rating 3 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 237,328
Year Two 237,392 55,087
Year Three 216,883 58,077
Year Four 58,075 141,548
Year Five 140,912 29,736
Prior 134,351 104,185
Revolving Loans Amortized Cost Basis 7,010 9,189
Total 794,623 635,150
Risk rating 3 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 54,747 277,176
Year Two 270,285 216,183
Year Three 208,774 150,202
Year Four 139,205 153,393
Year Five 144,814 140,454
Prior 377,351 255,252
Revolving Loans Amortized Cost Basis 1,116 1,218
Total 1,196,292 1,193,878
Risk rating 3 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 21,472 401,676
Year Two 393,083 92,773
Year Three 85,058 419,568
Year Four 92,629 132,633
Year Five 48,006 41,839
Prior 255,440 249,339
Revolving Loans Amortized Cost Basis 568,655 325,878
Total 1,464,343 1,663,706
Risk rating 3 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 12,765 28,999
Year Two 9,717 5,040
Year Three 4,249 4,214
Year Four 3,804 3,111
Year Five 2,631 22,774
Prior 36,288 17,136
Revolving Loans Amortized Cost Basis 217,166 248,547
Total 286,620 329,821
Risk rating 4 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 16,905 86,206
Year Two 86,686 108,516
Year Three 151,786 96,811
Year Four 82,068 558,844
Year Five 538,390 278,939
Prior 828,549 561,388
Revolving Loans Amortized Cost Basis 253,873 240,408
Total 1,958,257 1,931,112
Risk rating 4 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 67,633 63,720
Year Two 81,849 201,687
Year Three 166,567 56,444
Year Four 58,713 143,542
Year Five 36,871 14,648
Prior 28,581 20,780
Revolving Loans Amortized Cost Basis 156,981 163,294
Total 597,195 664,115
Risk rating 4 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 916 18,496
Year Two 18,230 24,511
Year Three 25,878 6,407
Year Four 6,394 19,027
Year Five 16,372 18,746
Prior 49,844 32,232
Revolving Loans Amortized Cost Basis 14,855 14,119
Total 132,489 133,538
Risk rating 4 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 3,850 14,704
Year Two 22,947 36,409
Year Three 39,677 14,293
Year Four 12,098 53,960
Year Five 45,551 100,597
Prior 171,606 73,643
Revolving Loans Amortized Cost Basis 80,136 83,482
Total 375,865 377,088
Risk rating 4 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 1,912 897
Year Two 893 663
Year Three 658 199,306
Year Four 137,490 197,414
Year Five 197,743 10,767
Prior 32,394 23,742
Revolving Loans Amortized Cost Basis 23,585 29,872
Total 394,675 462,661
Risk rating 4 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 462 2,526
Year Two 1,869 1,916
Year Three 1,351 1,031
Year Four 976 5,092
Year Five 4,733 1,509
Prior 6,219 4,376
Revolving Loans Amortized Cost Basis 110 126
Total 15,720 16,576
Risk rating 4 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 15,123 80,245
Year Two 74,405 33,265
Year Three 38,048 50,968
Year Four 79,977 41,099
Year Five 65,287 23,792
Prior 110,631 58,246
Revolving Loans Amortized Cost Basis 205,309 152,751
Total 588,780 440,366
Risk rating 4 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 52,036 46,091
Year Two 9,176 8,734
Year Three 7,329 1,127
Year Four 1,172 34,328
Year Five 33,919 3,925
Prior 28,482 28,167
Revolving Loans Amortized Cost Basis 116,388 123,570
Total 248,502 245,942
Risk rating 5 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 239
Year Two 236 664
Year Three 633 1,392
Year Four 0 13,790
Year Five 13,358 0
Prior 21,512 23,161
Revolving Loans Amortized Cost Basis 395 0
Total 36,134 39,246
Risk rating 5 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 143 0
Year Three 0 0
Year Four 0 16,024
Year Five 14,844 0
Prior 392 0
Revolving Loans Amortized Cost Basis 0 0
Total 15,379 16,024
Risk rating 5 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 4,194
Year Five 4,194 0
Prior 106 111
Revolving Loans Amortized Cost Basis 0 0
Total 4,300 4,305
Risk rating 5 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 331
Year Two 1,049 0
Year Three 1,017 684
Year Four 1,553 653
Year Five 481 981
Prior 4,642 5,599
Revolving Loans Amortized Cost Basis 240 101
Total 8,982 8,349
Risk rating 5 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 503
Prior 2,007 1,501
Revolving Loans Amortized Cost Basis 0 0
Total 2,007 2,004
Risk rating 5 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 114
Year Four 2 464
Year Five 464 200
Prior 811 1,146
Revolving Loans Amortized Cost Basis 0 0
Total 1,277 1,924
Risk rating 5 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 7
Year Four 5 40
Year Five 40 4,632
Prior 4,931 955
Revolving Loans Amortized Cost Basis 2,639 1,147
Total 7,615 6,781
Risk rating 5 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 20 1,222
Year Five 1,064 11
Prior 11 0
Revolving Loans Amortized Cost Basis 0 0
Total 1,095 1,233
Risk rating 6 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 11,983
Year Two 11,986 33,432
Year Three 33,586 1,735
Year Four 2,208 40,615
Year Five 39,936 6,407
Prior 97,553 97,516
Revolving Loans Amortized Cost Basis 0 0
Total 185,269 191,688
Risk rating 6 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 4,584
Year Three 7,422 275
Year Four 77 512
Year Five 485 536
Prior 694 836
Revolving Loans Amortized Cost Basis 30 0
Total 8,708 6,743
Risk rating 6 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 1,881
Year Three 1,881 34
Year Four 34 358
Year Five 336 1,646
Prior 4,245 2,527
Revolving Loans Amortized Cost Basis 478 315
Total 6,974 6,761
Risk rating 6 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 1 117
Year Two 259 667
Year Three 951 4,143
Year Four 3,900 8,520
Year Five 9,041 4,481
Prior 18,055 12,693
Revolving Loans Amortized Cost Basis 169 574
Total 32,376 31,195
Risk rating 6 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 40,113
Year Five 40,363 0
Prior 971 983
Revolving Loans Amortized Cost Basis 0 0
Total 41,334 41,096
Risk rating 6 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 778
Year Two 1,050 12,570
Year Three 12,541 6,296
Year Four 5,841 1,504
Year Five 2,110 246
Prior 5,455 5,322
Revolving Loans Amortized Cost Basis 19 28
Total 27,016 26,744
Risk rating 6 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 852
Year Two 1,064 40,887
Year Three 41,452 391
Year Four 848 648
Year Five 645 663
Prior 1,563 1,785
Revolving Loans Amortized Cost Basis 20,814 21,025
Total 66,386 66,251
Risk rating 6 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 1,098
Year Three 961 108
Year Four 97 343
Year Five 343 32
Prior 911 1,265
Revolving Loans Amortized Cost Basis 91 117
Total 2,403 2,963
Risk rating 7 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 425
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 425
Risk rating 7 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 7 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 7 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 7 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 7 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 7 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 1,376 0
Revolving Loans Amortized Cost Basis 0 0
Total 1,376 0
Risk rating 7 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 8 | Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 8 | Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 8 | Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 8 | Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 8 | Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 0
Risk rating 8 | Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 1,140
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total 0 1,140
Risk rating 8 | Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 1
Year Four 10 0
Year Five 0 329
Prior 298 0
Revolving Loans Amortized Cost Basis 0 11
Total 308 341
Risk rating 8 | Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Total $ 0 $ 0
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Summary of Amortized Cost of Performing and Nonperforming Loans (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One $ 475,935 $ 2,820,916
Year Two 2,778,489 2,160,404
Year Three 2,171,532 1,758,038
Year Four 1,364,561 2,655,695
Year Five 2,417,013 1,337,604
Prior 4,257,290 3,070,063
Revolving Loans Amortized Cost Basis 2,168,808 1,883,489
Total 15,633,628 15,686,209
Commercial real estate loans    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 237,410 1,438,572
Year Two 1,533,372 1,469,083
Year Three 1,331,537 614,895
Year Four 598,370 1,492,474
Year Five 1,344,826 783,211
Prior 2,503,354 1,809,333
Revolving Loans Amortized Cost Basis 781,310 741,949
Total 8,330,179 8,349,517
Commercial real estate loans | Non-farm/non-residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 81,461 590,656
Year Two 580,589 352,861
Year Three 444,165 352,711
Year Four 368,217 1,174,688
Year Five 1,139,350 711,418
Prior 2,307,489 1,660,676
Revolving Loans Amortized Cost Basis 474,258 447,102
Total 5,395,529 5,290,112
Commercial real estate loans | Non-farm/non-residential | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 81,461 590,656
Year Two 580,589 319,429
Year Three 412,089 352,286
Year Four 367,056 1,147,293
Year Five 1,112,001 709,851
Prior 2,275,331 1,629,945
Revolving Loans Amortized Cost Basis 474,258 447,102
Total 5,302,785 5,196,562
Commercial real estate loans | Non-farm/non-residential | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 33,432
Year Three 32,076 425
Year Four 1,161 27,395
Year Five 27,349 1,567
Prior 32,158 30,731
Revolving Loans Amortized Cost Basis 0 0
Total 92,744 93,550
Commercial real estate loans | Construction/land development    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 152,286 803,545
Year Two 908,104 1,069,376
Year Three 841,341 238,533
Year Four 207,409 268,726
Year Five 162,923 38,802
Prior 102,095 76,159
Revolving Loans Amortized Cost Basis 239,446 231,852
Total 2,613,604 2,726,993
Commercial real estate loans | Construction/land development | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 152,286 803,545
Year Two 908,104 1,065,095
Year Three 833,919 238,336
Year Four 207,409 268,292
Year Five 162,438 38,502
Prior 101,576 75,522
Revolving Loans Amortized Cost Basis 239,416 231,852
Total 2,605,148 2,721,144
Commercial real estate loans | Construction/land development | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 4,281
Year Three 7,422 197
Year Four 0 434
Year Five 485 300
Prior 519 637
Revolving Loans Amortized Cost Basis 30 0
Total 8,456 5,849
Commercial real estate loans | Agricultural    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 3,663 44,371
Year Two 44,679 46,846
Year Three 46,031 23,651
Year Four 22,744 49,060
Year Five 42,553 32,991
Prior 93,770 72,498
Revolving Loans Amortized Cost Basis 67,606 62,995
Total 321,046 332,412
Commercial real estate loans | Agricultural | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 3,663 44,371
Year Two 44,679 46,846
Year Three 46,031 23,651
Year Four 22,744 49,060
Year Five 42,553 32,991
Prior 93,547 72,021
Revolving Loans Amortized Cost Basis 67,431 62,983
Total 320,648 331,923
Commercial real estate loans | Agricultural | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 0
Year Five 0 0
Prior 223 477
Revolving Loans Amortized Cost Basis 175 12
Total 398 489
Residential real estate loans | Residential 1-4 family    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 78,297 299,334
Year Two 240,406 216,176
Year Three 217,450 249,480
Year Four 244,036 407,424
Year Five 387,486 271,880
Prior 731,251 485,085
Revolving Loans Amortized Cost Basis 201,448 204,955
Total 2,100,374 2,134,334
Residential real estate loans | Residential 1-4 family | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 78,297 299,149
Year Two 240,008 215,558
Year Three 216,513 244,767
Year Four 239,672 400,643
Year Five 380,696 267,493
Prior 715,818 472,717
Revolving Loans Amortized Cost Basis 201,417 204,605
Total 2,072,421 2,104,932
Residential real estate loans | Residential 1-4 family | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 185
Year Two 398 618
Year Three 937 4,713
Year Four 4,364 6,781
Year Five 6,790 4,387
Prior 15,433 12,368
Revolving Loans Amortized Cost Basis 31 350
Total 27,953 29,402
Residential real estate loans | Multifamily residential    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 1,912 238,225
Year Two 238,285 55,750
Year Three 217,541 257,383
Year Four 195,565 379,075
Year Five 379,018 41,006
Prior 169,723 130,411
Revolving Loans Amortized Cost Basis 30,595 39,061
Total 1,232,639 1,140,911
Residential real estate loans | Multifamily residential | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 1,912 238,225
Year Two 238,285 55,750
Year Three 217,541 257,383
Year Four 195,565 368,962
Year Five 368,655 41,006
Prior 168,911 129,599
Revolving Loans Amortized Cost Basis 30,595 39,061
Total 1,221,464 1,129,986
Residential real estate loans | Multifamily residential | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 0
Year Three 0 0
Year Four 0 10,113
Year Five 10,363 0
Prior 812 812
Revolving Loans Amortized Cost Basis 0 0
Total 11,175 10,925
Total real estate    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 317,619 1,976,131
Year Two 2,012,063 1,741,009
Year Three 1,766,528 1,121,758
Year Four 1,037,971 2,278,973
Year Five 2,111,330 1,096,097
Prior 3,404,328 2,424,829
Revolving Loans Amortized Cost Basis 1,013,353 985,965
Total 11,663,192 11,624,762
Consumer    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 56,151 285,203
Year Two 277,450 233,643
Year Three 225,346 158,949
Year Four 147,158 162,563
Year Five 153,048 142,858
Prior 391,595 267,504
Revolving Loans Amortized Cost Basis 4,188 3,026
Total 1,254,936 1,253,746
Consumer | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 56,151 285,182
Year Two 277,381 232,580
Year Three 224,285 153,116
Year Four 142,120 160,625
Year Five 151,643 142,817
Prior 386,793 262,786
Revolving Loans Amortized Cost Basis 4,170 3,024
Total 1,242,543 1,240,130
Consumer | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 21
Year Two 69 1,063
Year Three 1,061 5,833
Year Four 5,038 1,938
Year Five 1,405 41
Prior 4,802 4,718
Revolving Loans Amortized Cost Basis 18 2
Total 12,393 13,616
Commercial and industrial    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 36,954 483,726
Year Two 469,328 170,209
Year Three 166,505 471,285
Year Four 173,785 175,061
Year Five 114,584 71,891
Prior 395,569 331,072
Revolving Loans Amortized Cost Basis 815,542 519,157
Total 2,172,267 2,222,401
Commercial and industrial | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 36,954 482,817
Year Two 468,411 129,624
Year Three 125,233 471,177
Year Four 173,221 174,639
Year Five 114,146 71,256
Prior 393,553 329,475
Revolving Loans Amortized Cost Basis 794,772 499,046
Total 2,106,290 2,158,034
Commercial and industrial | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 909
Year Two 917 40,585
Year Three 41,272 108
Year Four 564 422
Year Five 438 635
Prior 2,016 1,597
Revolving Loans Amortized Cost Basis 20,770 20,111
Total 65,977 64,367
Agricultural & other    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 65,211 75,856
Year Two 19,648 15,543
Year Three 13,153 6,046
Year Four 5,647 39,098
Year Five 38,051 26,758
Prior 65,798 46,658
Revolving Loans Amortized Cost Basis 335,725 375,341
Total 543,233 585,300
Agricultural & other | Performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 65,211 75,856
Year Two 19,648 15,385
Year Three 12,995 5,938
Year Four 5,550 38,786
Year Five 37,739 26,715
Prior 65,134 46,132
Revolving Loans Amortized Cost Basis 335,725 375,264
Total 542,002 584,076
Agricultural & other | Non-performing    
Financing Receivable Allowance For Credit Losses [Line Items]    
Year One 0 0
Year Two 0 158
Year Three 158 108
Year Four 97 312
Year Five 312 43
Prior 664 526
Revolving Loans Amortized Cost Basis 0 77
Total $ 1,231 $ 1,224
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Presentation of Troubled Debt Restructurings ("TDRs") by Class (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 115,986 $ 115,605
Percentage of Total Class of Loans Receivable 0.74% 0.74%
Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 1,456 $ 1,469
Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 96,021 95,410
Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 97 99
Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 965 1,057
Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 2,804 2,704
Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 14,530 14,752
Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 113 114
Commercial real estate loans | Non-farm/non-residential    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 48,040 $ 48,330
Percentage of Total Class of Loans Receivable 0.89% 0.91%
Commercial real estate loans | Non-farm/non-residential | Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 376 $ 378
Commercial real estate loans | Non-farm/non-residential | Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 31,869 31,869
Commercial real estate loans | Non-farm/non-residential | Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial real estate loans | Non-farm/non-residential | Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 937 1,001
Commercial real estate loans | Non-farm/non-residential | Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 328 330
Commercial real estate loans | Non-farm/non-residential | Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Commercial real estate loans | Non-farm/non-residential | Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 14,530 14,752
Commercial real estate loans | Non-farm/non-residential | Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial real estate loans | Construction/land development    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 9 $ 36
Percentage of Total Class of Loans Receivable 0.00% 0.00%
Commercial real estate loans | Construction/land development | Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 0 $ 0
Commercial real estate loans | Construction/land development | Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial real estate loans | Construction/land development | Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial real estate loans | Construction/land development | Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 9 36
Commercial real estate loans | Construction/land development | Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial real estate loans | Construction/land development | Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Commercial real estate loans | Construction/land development | Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial real estate loans | Construction/land development | Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Residential real estate loans | Residential 1-4 family    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 4,269 $ 4,584
Percentage of Total Class of Loans Receivable 0.20% 0.21%
Residential real estate loans | Residential 1-4 family | Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 1,023 $ 1,033
Residential real estate loans | Residential 1-4 family | Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 784 1,018
Residential real estate loans | Residential 1-4 family | Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 97 99
Residential real estate loans | Residential 1-4 family | Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 19 20
Residential real estate loans | Residential 1-4 family | Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 2,233 2,300
Residential real estate loans | Residential 1-4 family | Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Residential real estate loans | Residential 1-4 family | Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Residential real estate loans | Residential 1-4 family | Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 113 114
Total real estate    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 52,318 $ 52,950
Percentage of Total Class of Loans Receivable 0.45% 0.46%
Total real estate | Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 1,399 $ 1,411
Total real estate | Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 32,653 32,887
Total real estate | Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 97 99
Total real estate | Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 965 1,057
Total real estate | Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 2,561 2,630
Total real estate | Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Total real estate | Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 14,530 14,752
Total real estate | Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 113 114
Consumer    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 3,161 $ 2,938
Percentage of Total Class of Loans Receivable 0.25% 0.23%
Consumer | Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 0 $ 0
Consumer | Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 3,161 2,938
Consumer | Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Consumer | Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Consumer | Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Consumer | Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Consumer | Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Consumer | Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial and industrial    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 60,507 $ 59,717
Percentage of Total Class of Loans Receivable 2.79% 2.69%
Commercial and industrial | Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 57 $ 58
Commercial and industrial | Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 60,207 59,585
Commercial and industrial | Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial and industrial | Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial and industrial | Interest Rate Reduction and Term Extension    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 243 74
Commercial and industrial | Principal Reduction and Interest Rate Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance   0
Commercial and industrial | Term Extension and Interest Only    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance 0 0
Commercial and industrial | Term Extension and Principal Reduction    
Financing Receivable, Modifications [Line Items]    
Post- Modification Outstanding Balance $ 0 $ 0
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Presentation of TDR's on Non-Accrual Status (Details)
$ in Thousands
3 Months Ended
Mar. 31, 2026
USD ($)
Interest Rate Reduction  
Financing Receivable, Modifications [Line Items]  
Payment default loans $ 61
Combination Interest Rate Reduction and Term Extension  
Financing Receivable, Modifications [Line Items]  
Payment default loans 597
Commercial real estate loans | Non-farm/non-residential | Interest Rate Reduction  
Financing Receivable, Modifications [Line Items]  
Payment default loans 0
Commercial real estate loans | Non-farm/non-residential | Combination Interest Rate Reduction and Term Extension  
Financing Receivable, Modifications [Line Items]  
Payment default loans 0
Residential real estate loans | Residential 1-4 family | Interest Rate Reduction  
Financing Receivable, Modifications [Line Items]  
Payment default loans 61
Residential real estate loans | Residential 1-4 family | Combination Interest Rate Reduction and Term Extension  
Financing Receivable, Modifications [Line Items]  
Payment default loans 597
Total real estate | Interest Rate Reduction  
Financing Receivable, Modifications [Line Items]  
Payment default loans 61
Total real estate | Combination Interest Rate Reduction and Term Extension  
Financing Receivable, Modifications [Line Items]  
Payment default loans 597
Consumer | Interest Rate Reduction  
Financing Receivable, Modifications [Line Items]  
Payment default loans 0
Consumer | Combination Interest Rate Reduction and Term Extension  
Financing Receivable, Modifications [Line Items]  
Payment default loans 0
Commercial and industrial | Interest Rate Reduction  
Financing Receivable, Modifications [Line Items]  
Payment default loans 0
Commercial and industrial | Combination Interest Rate Reduction and Term Extension  
Financing Receivable, Modifications [Line Items]  
Payment default loans $ 0
v3.26.1
Allowance for Credit Losses, Credit Quality and Other - Summary of Total Foreclosed Assets (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Commercial real estate loans | Non-farm/non-residential    
Schedule Of Foreclosed Assets Activity [Line Items]    
Total foreclosed assets held for sale $ 23,183 $ 23,433
Commercial real estate loans | Construction/land development    
Schedule Of Foreclosed Assets Activity [Line Items]    
Total foreclosed assets held for sale 15,311 15,230
Residential real estate loans | Residential 1-4 family    
Schedule Of Foreclosed Assets Activity [Line Items]    
Total foreclosed assets held for sale 2,380 1,168
Total real estate    
Schedule Of Foreclosed Assets Activity [Line Items]    
Total foreclosed assets held for sale $ 40,874 $ 39,831
v3.26.1
Goodwill and Core Deposits and Other Intangibles - Summary of Changes in Carrying Amount and Accumulated Amortization of Company's Goodwill and Core Deposits and Other Intangibles (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Goodwill        
Goodwill $ 1,398,253   $ 1,398,253 $ 1,398,253
Core Deposit Intangibles        
Balance, beginning of period 32,293 $ 40,327 38,280  
Amortization expense (1,938) (2,047) (5,987)  
Balance, end of year $ 30,355 $ 38,280 $ 32,293  
v3.26.1
Goodwill and Core Deposits and Other Intangibles - Summary of Carrying Amount and Accumulated Amortization of Core Deposits and Other Intangibles (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]        
Gross carrying basis $ 128,888 $ 128,888    
Accumulated amortization (98,533) (96,595)    
Net carrying amount $ 30,355 $ 32,293 $ 38,280 $ 40,327
v3.26.1
Goodwill and Core Deposits and Other Intangibles - Additional Information (Details) - USD ($)
3 Months Ended 9 Months Ended 12 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]          
Amortization of intangibles $ 1,938,000 $ 2,047,000 $ 5,987,000    
Amortization expense remainder for this year 7,800,000        
Amortization expense for year 2027 6,600,000        
Amortization expense for year 2028 4,200,000        
Amortization expense for year 2029 4,200,000        
Amortization expense for year 2030 4,200,000        
Carrying amount of Company's goodwill $ 1,398,253,000   $ 1,398,253,000 $ 1,398,253,000 $ 1,398,253,000
Impairment of goodwill       $ 0  
v3.26.1
Other Assets (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Schedule Of Other Assets [Line Items]    
Other assets $ 371,318 $ 374,592
Federal Home Loan Bank ("FHLB") and Federal Reserve Bank ("Federal Reserve")    
Schedule Of Other Assets [Line Items]    
Fair value of equity securities 125,200 128,100
First National Bankers' Bank and Other Miscellaneous Holdings    
Schedule Of Other Assets [Line Items]    
Fair value of equity securities 99,100 97,100
Remaining Capital Commitments    
Schedule Of Other Assets [Line Items]    
Fair value of equity securities $ 25,300 $ 27,000
v3.26.1
Deposits (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Deposits [Line Items]      
Time deposits with a minimum denomination of $250,000 $ 987,700   $ 1,010,000
Time deposits with a minimum denomination of $100,000 1,250,000   1,280,000
Interest expense applicable to certificate 10,900 $ 12,100  
Brokered deposits 439,300   435,700
Total deposits 17,738,275   17,479,957
State and political subdivisions      
Deposits [Line Items]      
Total deposits $ 3,290,000   $ 3,320,000
v3.26.1
Securities Sold Under Agreements to Repurchase - Additional Information (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Securities Sold under Agreements to Repurchase [Abstract]      
Securities sold under agreements to repurchase $ 157,409   $ 155,803
Securities sold under agreements to repurchase daily weighted average $ 151,900 $ 155,900  
v3.26.1
Securities Sold Under Agreements to Repurchase - Summary of Remaining Contractual Maturity of Securities Sold Under Agreements to Repurchase (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings $ 157,409 $ 155,803
Mortgage-backed securities    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings 54,268 55,615
State and political subdivisions    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings 33,212 31,103
Other securities    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings 69,929 69,085
Overnight and Continuous    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings 157,409 155,803
Overnight and Continuous | Mortgage-backed securities    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings 54,268 55,615
Overnight and Continuous | State and political subdivisions    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings 33,212 31,103
Overnight and Continuous | Other securities    
Assets Sold under Agreements to Repurchase [Line Items]    
Total borrowings $ 69,929 $ 69,085
v3.26.1
FHLB and Other Borrowed Funds (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Borrowed Funds [Line Items]    
FHLB borrowed funds $ 500,000 $ 500,000
Other short term borrowings 250 250
Line of credit $ 1,510,000 1,480,000
Minimum    
Borrowed Funds [Line Items]    
FHLB interest rate 3.37%  
Maximum    
Borrowed Funds [Line Items]    
FHLB interest rate 4.84%  
Short-term Federal Home Loan Bank Advances    
Borrowed Funds [Line Items]    
FHLB borrowed funds $ 100,000 100,000
Long-term Federal Home Loan Bank Advances    
Borrowed Funds [Line Items]    
FHLB borrowed funds $ 400,000 $ 400,000
v3.26.1
Subordinated Debentures - Preferred Trust Securities and Subordinated Debt Securities (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jan. 18, 2022
Mar. 31, 2026
Dec. 31, 2025
Debt Instrument [Line Items]      
Subordinated debentures   $ 279,433 $ 279,265
Subordinated notes, net of issuance costs, issued in 2022, due 2032, fixed rate of 3.125% during the first five years and at a floating rate of 182 basis points above the then three-month SOFR rate, reset quarterly, thereafter, callable in 2027 without penalty | Variable Rate Component One      
Debt Instrument [Line Items]      
Floating rate above three-month LIBOR rate 1.82%    
Subordinated notes, net of issuance costs, issued in 2022, due 2032, fixed rate of 3.125% during the first five years and at a floating rate of 182 basis points above the then three-month SOFR rate, reset quarterly, thereafter, callable in 2027 without penalty | Subordinated debt securities      
Debt Instrument [Line Items]      
Fixed rate for first five years   3.125% 3.125%
Subordinated debentures   $ 279,433 $ 279,265
Subordinated notes, net of issuance costs, issued in 2022, due 2032, fixed rate of 3.125% during the first five years and at a floating rate of 182 basis points above the then three-month SOFR rate, reset quarterly, thereafter, callable in 2027 without penalty | Subordinated debt securities | Variable Rate Component One      
Debt Instrument [Line Items]      
Floating rate above three-month LIBOR rate   1.82% 1.82%
v3.26.1
Subordinated Debentures - Additional Information (Details) - 3.125% Fixed to Floating Rate Subordinated Notes due 2032 - USD ($)
$ in Millions
Sep. 04, 2025
Jan. 18, 2022
Mar. 31, 2026
Debt Instrument [Line Items]      
Trust preferred securities, face amount   $ 300.0  
Subordinated notes, Interest rate   3.125%  
Net proceeds   $ 296.4  
Percentage of redemption price on principal     100.00%
Company repurchased $ 20.0    
Repurchase gain $ 1.9    
Variable Rate Component One      
Debt Instrument [Line Items]      
Floating rate above three-month LIBOR rate   1.82%  
v3.26.1
Income Taxes - Summary of Components of Provision (Benefit) for Income Taxes (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Current:    
Federal $ 21,564 $ 21,218
State 4,293 4,290
Total current 25,857 25,508
Deferred:    
Federal 6,810 5,354
State 1,356 1,083
Total deferred 8,166 6,437
Income tax expense $ 34,023 $ 31,945
v3.26.1
Income Taxes - Reconciliation between Statutory Federal Income Tax Rate and Effective Income Tax Rate (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Amount    
Income tax at federal statutory rate $ 31,969 $ 30,902
State income taxes, net of federal income taxes 3,730 3,583
Other tax credits (60) (60)
Interest on municipal securities (1,782) (1,689)
Income on bank-owned life insurance (288) (387)
Other nontaxable income (635) (985)
Municipal bond interest expense 47 43
Executive compensation expense 634 269
Other nondeductible expenses 408 269
Other 0 0
Income tax expense $ 34,023 $ 31,945
Percent    
Income tax at federal statutory rate 21.00% 21.00%
State income taxes, net of federal income taxes 2.45% 2.44%
Other tax credits (0.04%) (0.04%)
Interest on municipal securities (1.17%) (1.15%)
Income on bank-owned life insurance (0.19%) (0.26%)
Other nontaxable income (0.42%) (0.67%)
Municipal bond interest expense 0.03% 0.03%
Executive compensation expense 0.42% 0.18%
Other nondeductible expenses 0.27% 0.18%
Other 0.00% 0.00%
Total 22.35% 21.71%
v3.26.1
Income Taxes - Schedule of Income Taxes Paid (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Income Tax Paid, by Individual Jurisdiction [Line Items]    
Federal $ 0  
Total 1,851 $ 2,854
New York    
Income Tax Paid, by Individual Jurisdiction [Line Items]    
State and local 1,071  
All other states    
Income Tax Paid, by Individual Jurisdiction [Line Items]    
State and local $ 780  
v3.26.1
Income Taxes - Differences Between Tax Basis of Assets and Liabilities (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Deferred tax assets:    
Allowance for credit losses $ 80,249 $ 80,486
Deferred compensation 3,900 7,048
Stock compensation 2,345 3,671
Non-accrual interest income 1,479 1,388
Real estate owned 310 310
Unrealized loss on investment securities, available-for-sale 55,461 51,026
Loan discounts 1,871 2,110
Investments 22,208 22,619
Other 11,799 12,882
Gross deferred tax assets 179,622 181,540
Deferred tax liabilities:    
Accelerated depreciation on premises and equipment 4,563 2,521
Tax basis on acquisitions 11,308 10,645
Core deposit intangible 6,777 7,217
FHLB dividends 1,935 2,003
Other 11,052 11,132
Gross deferred tax liabilities 35,635 33,518
Net deferred tax assets $ 143,987 $ 148,022
v3.26.1
Common Stock, Compensation Plans and Other - Additional Information (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 50 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Mar. 31, 2026
Dec. 31, 2025
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]        
Common stock, shares authorized (in shares) 400,000,000   400,000,000 400,000,000
Common stock, par value (in dollars per share) $ 0.01   $ 0.01 $ 0.01
Preferred stock, shares authorized 5,500,000   5,500,000  
Preferred stock, par value (in dollars per share) $ 0.01   $ 0.01  
Common stock shares repurchased (in shares) 507,622 1,000,000    
Weighted average stock price (in dollars per share) $ 27.34      
Repurchase of combining of all the shares     29,905,835  
Remaining balance available for repurchase (in shares) 16,601,672   16,601,672  
Shares of common stock reserved for issuance 2,443,213   2,443,213  
Intrinsic value of stock options outstanding $ 4,500   $ 4,500  
Intrinsic value of stock options vested 4,500   4,500  
Intrinsic value of stock options exercised 349      
Unrecognized compensation cost net of income tax benefit, related to non-vested awards 287   287  
Restricted Shares        
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]        
Unrecognized compensation cost net of income tax benefit, related to non-vested stock option awards $ 24,700   $ 24,700  
2022 Plan        
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]        
Maximum number of shares available for grants under the plan (in shares) 14,788,000   14,788,000  
Remaining shares of common stock available for future grants 1,280,014   1,280,014  
v3.26.1
Common Stock, Compensation Plans and Other - Summary of Stock Option Transactions under Plan (Details) - $ / shares
shares in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Shares    
Outstanding, beginning of year (in shares) 1,240 1,590
Granted (in shares) 0 10
Forfeited/Expired (in shares) 0 (19)
Exercised (in shares) (45) (341)
Outstanding, end of year (in shares) 1,195 1,240
Exercisable, end of year (in shares) 1,163 974
Weighted- Average Exercisable Price    
Outstanding, beginning of year (in dollars per share) $ 23.10 $ 22.66
Granted (in dollars per share) 0 26.46
Forfeited/Expired (in dollars per share) 0 22.21
Exercised (in dollars per share) 21.70 21.20
Outstanding, ending of year (in dollars per share) 23.15 23.10
Exercisable Weighted Average Exercisable Price, end of year (in dollars per share) $ 23.08 $ 22.96
v3.26.1
Common Stock, Compensation Plans and Other - Summary of Stock Options on Valuation Assumptions (Details)
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Expected dividend yield 3.02%
Expected stock price volatility 29.16%
Risk-free interest rate 4.13%
Expected life of options 6 years 6 months
v3.26.1
Common Stock, Compensation Plans and Other - Summary of Currently Outstanding and Exercisable Options (Details)
shares in Thousands
3 Months Ended
Mar. 31, 2026
$ / shares
shares
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 1,195
Options Exercisable Shares (in shares) | shares 1,163
$18.00 to $19.99  
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 22
Weighted- Average Remaining Contractual Life (in years) 3 years 10 days
Weighted-Average Exercise Price (in dollars per share) $ 19.06
Options Exercisable Shares (in shares) | shares 22
Weighted-Average Exercise Price (in dollars per share) $ 19.06
Exercise prices, lower range limit (in dollars per share) 18.00
Exercise prices, upper range limit (in dollars per share) $ 19.99
$20.00 to $21.99  
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 72
Weighted- Average Remaining Contractual Life (in years) 4 years 4 months 9 days
Weighted-Average Exercise Price (in dollars per share) $ 20.74
Options Exercisable Shares (in shares) | shares 72
Weighted-Average Exercise Price (in dollars per share) $ 20.74
Exercise prices, lower range limit (in dollars per share) 20.00
Exercise prices, upper range limit (in dollars per share) $ 21.99
$22.00 to $23.99  
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 1,028
Weighted- Average Remaining Contractual Life (in years) 2 years 5 months 4 days
Weighted-Average Exercise Price (in dollars per share) $ 23.20
Options Exercisable Shares (in shares) | shares 1,020
Weighted-Average Exercise Price (in dollars per share) $ 23.21
Exercise prices, lower range limit (in dollars per share) 22.00
Exercise prices, upper range limit (in dollars per share) $ 23.99
$24.00 to $25.99  
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 53
Weighted- Average Remaining Contractual Life (in years) 2 years 8 months 1 day
Weighted-Average Exercise Price (in dollars per share) $ 25.39
Options Exercisable Shares (in shares) | shares 47
Weighted-Average Exercise Price (in dollars per share) $ 25.53
Exercise prices, lower range limit (in dollars per share) 24.00
Exercise prices, upper range limit (in dollars per share) $ 25.99
$26.00 to $27.99  
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 10
Weighted- Average Remaining Contractual Life (in years) 9 years 18 days
Weighted-Average Exercise Price (in dollars per share) $ 26.46
Options Exercisable Shares (in shares) | shares 0
Weighted-Average Exercise Price (in dollars per share) $ 0
Exercise prices, lower range limit (in dollars per share) 26.00
Exercise prices, upper range limit (in dollars per share) $ 27.99
$28.00 to $29.99  
Share Based Compensation Shares Authorized Under Stock Option Plans Exercise Price Range [Line Items]  
Options Outstanding Shares (in shares) | shares 10
Weighted- Average Remaining Contractual Life (in years) 8 years 7 months 9 days
Weighted-Average Exercise Price (in dollars per share) $ 29.41
Options Exercisable Shares (in shares) | shares 2
Weighted-Average Exercise Price (in dollars per share) $ 29.41
Exercise prices, lower range limit (in dollars per share) 28.00
Exercise prices, upper range limit (in dollars per share) $ 29.99
v3.26.1
Common Stock, Compensation Plans and Other - Summary of Company's Restricted Stock Issued and Outstanding (Details) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Nonvested, Number of Shares [Roll Forward]    
Beginning of year (in shares) 1,118 1,429
Issued (in shares) 533 265
Vested (in shares) (484) (559)
Forfeited (in shares) 0 (17)
End of year (in shares) 1,167 1,118
Amount of expense for the three months and twelve months ended, respectively $ 3,098 $ 9,784
v3.26.1
Non-Interest Expense - Components of Non-Interest Expense (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Noninterest Expense [Abstract]      
Salaries and employee benefits $ 63,236 $ 61,855  
Occupancy and equipment 14,867 14,425  
Data processing expense 8,884 8,558  
Merger and acquisition expenses 394 0  
Other operating expenses:      
Advertising 2,227 1,928  
Amortization of intangibles 1,938 2,047 $ 5,987
Electronic banking expense 3,326 3,055  
Directors’ fees 518 452  
Due from bank service charges 333 281  
FDIC and state assessment 1,599 3,387  
Insurance 1,074 999  
Legal and accounting 914 3,641  
Other professional fees 1,946 1,947  
Operating supplies 748 711  
Postage 543 503  
Telephone 363 436  
Other expense 11,065 8,703  
Total other operating expenses 26,594 28,090  
Total non-interest expense $ 113,975 $ 112,928  
v3.26.1
Leases - Additional Information (Details)
$ in Thousands
3 Months Ended
Mar. 31, 2026
USD ($)
property
relatedParty
Dec. 31, 2025
USD ($)
Leases [Abstract]    
Right of use asset $ 31,800 $ 33,900
Lease liability $ 32,738 $ 34,790
Operating Lease, Right-of-Use Asset, Statement of Financial Position [Extensible Enumeration] Bank premises and equipment, net Bank premises and equipment, net
Operating Lease, Liability, Statement of Financial Position [Extensible List] Accrued interest payable and other liabilities Accrued interest payable and other liabilities
Number of lease properties | property 2  
Number of related parties | relatedParty 2  
Lease rent expense $ 20  
Lease expense rate 0.75%  
v3.26.1
Leases - Minimum Rental Commitment under Operating Leases (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Leases [Abstract]    
Remainder of fiscal year $ 7,250 $ 9,802
Year 1 7,922 7,689
Year 2 5,623 5,377
Year 3 5,329 5,071
Year 4 5,038 4,767
Thereafter 16,978 16,822
Total future minimum lease payments 48,140 49,528
Discount effect of cash flows (15,402) (14,738)
Present value of net future minimum lease payments $ 32,738 $ 34,790
v3.26.1
Leases - Additional Information of Lease Expense (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Lease expense:    
Operating lease expense $ 2,417 $ 2,307
Variable lease expense 235 270
Total lease expense 2,652 2,577
Other information:    
Cash paid for amounts included in the measurement of lease liabilities $ 2,155 $ 2,001
Weighted-average remaining lease term (in years) 7 years 9 months 18 days 7 years 3 months 18 days
Weighted-average discount rate 3.60% 3.62%
v3.26.1
Significant Estimates and Concentrations of Credit Risks - Additional Information (Details)
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Loans Receivable | Geographic Concentration | Alabama Arkansas Florida Texas And New York    
Commitment And Contingencies [Line Items]    
Concentration percentage 79.40%  
Loans Receivable | Commercial Real Estate | Credit Concentration    
Commitment And Contingencies [Line Items]    
Concentration percentage 53.30% 53.20%
Loans Receivable | Residential Real Estate | Credit Concentration    
Commitment And Contingencies [Line Items]    
Concentration percentage 21.30% 20.90%
Total Stockholders' Equity | Commercial Real Estate | Credit Concentration    
Commitment And Contingencies [Line Items]    
Concentration percentage 191.50% 194.30%
Total Stockholders' Equity | Residential Real Estate | Credit Concentration    
Commitment And Contingencies [Line Items]    
Concentration percentage 76.60% 76.20%
Residential Real Estate Loans | Geographic Concentration | Alabama Arkansas Florida Texas And New York    
Commitment And Contingencies [Line Items]    
Concentration percentage 83.50%  
v3.26.1
Commitments and Contingencies - Additional Information (Details) - USD ($)
$ in Millions
Mar. 31, 2026
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]    
Commitments to extend credit outstanding $ 4,030.0 $ 4,130.0
Maximum amount of future payments by the company $ 129.5 $ 131.9
v3.26.1
Regulatory Matters (Details)
$ in Millions
3 Months Ended
Mar. 31, 2026
USD ($)
Regulatory Matters [Line Items]  
Percentage of retained earnings plus current year earnings to be paid as maximum dividend 75.00%
Requested dividend by the company from its subsidiary $ 85.6
Basel III | Criteria 1  
Regulatory Matters [Line Items]  
Tier 1 risk-based capital ratio 0.045
Tier 1 leverage capital ratio 0.04
Risk-based capital ratio 0.06
Risk-based capital ratio 0.08
Basel III | Criteria 2  
Regulatory Matters [Line Items]  
Risk-based capital ratio 0.1946
Common equity Tier 1 risk-based capital ratio 0.065
Tier 1 leverage capital ratio 0.05
Tier 1 risk-based capital ratio 0.08
Total risk-based capital ratio 0.10
Common equity Tier 1 risk-based capital ratio 0.1670
Tier 1 leverage capital ratio 0.1430
Tier 1 risk-based capital ratio 0.1670
v3.26.1
Additional Cash Flow Information - Summary of Additional Cash Flow Information (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Supplemental Cash Flow Elements [Abstract]    
Interest paid $ 89,641 $ 102,313
Income taxes paid, net of refunds received 1,851 2,854
Assets acquired by foreclosure $ 1,623 $ 1,419
v3.26.1
Financial Instruments - Amortized Cost and Fair Value of Securities Available-for-Sale (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value $ 2,803,847 $ 2,871,931
U.S. government-sponsored enterprises    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 218,971 240,782
U.S. government-sponsored mortgage-backed securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 1,177,874 1,212,948
Private mortgage-backed securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 142,527 145,720
Non-government-sponsored asset backed securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 154,826 157,844
State and political subdivisions    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 878,978 887,838
Other securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 230,671 226,799
Fair Value, Recurring    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 2,803,847 2,871,931
Fair Value, Recurring | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 2,774,309 2,841,820
Fair Value, Recurring | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 29,538 30,111
Fair Value, Recurring | U.S. government-sponsored enterprises    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 218,971 240,782
Fair Value, Recurring | U.S. government-sponsored enterprises | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | U.S. government-sponsored enterprises | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 218,971 240,782
Fair Value, Recurring | U.S. government-sponsored enterprises | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | U.S. government-sponsored mortgage-backed securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 1,177,874 1,212,948
Fair Value, Recurring | U.S. government-sponsored mortgage-backed securities | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | U.S. government-sponsored mortgage-backed securities | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 1,177,874 1,212,948
Fair Value, Recurring | U.S. government-sponsored mortgage-backed securities | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | Private mortgage-backed securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 142,527 145,720
Fair Value, Recurring | Private mortgage-backed securities | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | Private mortgage-backed securities | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 142,527 145,720
Fair Value, Recurring | Private mortgage-backed securities | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | Non-government-sponsored asset backed securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 154,826 157,844
Fair Value, Recurring | Non-government-sponsored asset backed securities | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | Non-government-sponsored asset backed securities | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 154,826 157,844
Fair Value, Recurring | Non-government-sponsored asset backed securities | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | State and political subdivisions    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 878,978 887,838
Fair Value, Recurring | State and political subdivisions | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | State and political subdivisions | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 863,661 872,522
Fair Value, Recurring | State and political subdivisions | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 15,317 15,316
Fair Value, Recurring | Other securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 230,671 226,799
Fair Value, Recurring | Other securities | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 0 0
Fair Value, Recurring | Other securities | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value 216,450 212,004
Fair Value, Recurring | Other securities | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Estimated Fair Value $ 14,221 $ 14,795
v3.26.1
Financial Instruments - Additional Information (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Minimum    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Collateral discount 10.00%  
Maximum    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Collateral discount 50.00%  
Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Accrued interest receivable reversed $ 2,300 $ 857
v3.26.1
Financial Instruments - Fair Value, Assets Measured on Recurring Basis (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Reserves for collateral-dependent loans $ 17,100 $ 17,000
Individually evaluated loans (collateral-dependent)    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Fair Value 189,630 186,484
Individually evaluated loans (collateral-dependent) | Level 1    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Fair Value 0 0
Individually evaluated loans (collateral-dependent) | Level 2    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Fair Value 0 0
Individually evaluated loans (collateral-dependent) | Level 3    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Fair Value $ 189,630 $ 186,484
v3.26.1
Financial Instruments - Estimated Fair Values of Financial Instruments (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Financial assets:    
Fed funds sold $ 6,025 $ 3,000
Investment securities - held-to-maturity 1,144,994 1,161,052
Carrying Amount    
Financial assets:    
Cash and cash equivalents 1,111,923 667,337
Fed funds sold 6,025 3,000
Investment securities - held-to-maturity 1,256,635 1,259,262
Loans receivable, net of impaired loans and allowance 15,132,724 15,186,203
Accrued interest receivable 106,628 108,939
FHLB, Federal Reserve & FNBB stock; other equity investments 224,354 225,288
Marketable equity securities 52,673 53,921
Financial liabilities:    
Demand and non-interest bearing 3,994,217 3,868,405
Savings and interest-bearing transaction accounts 11,971,866 11,792,828
Time deposits 1,772,192 1,818,724
Securities sold under agreements to repurchase 157,409 155,803
FHLB and other borrowed funds 500,250 500,250
Accrued interest payable 12,346 14,868
Subordinated debentures 279,433 279,265
Fair Value Measurements    
Financial assets:    
Cash and cash equivalents 1,111,923 667,337
Fed funds sold 6,025 3,000
Investment securities - held-to-maturity 1,144,994 1,161,052
Loans receivable, net of impaired loans and allowance 15,150,428 15,205,769
Accrued interest receivable 106,628 108,939
FHLB, Federal Reserve & FNBB stock; other equity investments 224,354 225,288
Marketable equity securities 52,673 53,921
Financial liabilities:    
Demand and non-interest bearing 3,994,217 3,868,405
Savings and interest-bearing transaction accounts 11,971,866 11,792,828
Time deposits 1,758,751 1,807,002
Securities sold under agreements to repurchase 157,409 155,803
FHLB and other borrowed funds 469,595 474,663
Accrued interest payable 12,346 14,868
Subordinated debentures 268,116 265,170
Level 1 | Fair Value Measurements    
Financial assets:    
Cash and cash equivalents 1,111,923 667,337
Fed funds sold 6,025 3,000
Investment securities - held-to-maturity 27,255 27,457
Loans receivable, net of impaired loans and allowance 0 0
Accrued interest receivable 106,628 108,939
FHLB, Federal Reserve & FNBB stock; other equity investments 0 0
Marketable equity securities 52,673 53,921
Financial liabilities:    
Demand and non-interest bearing 3,994,217 3,868,405
Savings and interest-bearing transaction accounts 11,971,866 11,792,828
Time deposits 0 0
Securities sold under agreements to repurchase 157,409 155,803
FHLB and other borrowed funds 0 0
Accrued interest payable 12,346 14,868
Subordinated debentures 0 0
Level 2 | Fair Value Measurements    
Financial assets:    
Cash and cash equivalents 0 0
Fed funds sold 0 0
Investment securities - held-to-maturity 1,117,739 1,133,595
Loans receivable, net of impaired loans and allowance 0 0
Accrued interest receivable 0 0
FHLB, Federal Reserve & FNBB stock; other equity investments 0 0
Marketable equity securities 0 0
Financial liabilities:    
Demand and non-interest bearing 0 0
Savings and interest-bearing transaction accounts 0 0
Time deposits 0 0
Securities sold under agreements to repurchase 0 0
FHLB and other borrowed funds 469,595 474,663
Accrued interest payable 0 0
Subordinated debentures 0 0
Level 3 | Fair Value Measurements    
Financial assets:    
Cash and cash equivalents 0 0
Fed funds sold 0 0
Investment securities - held-to-maturity 0 0
Loans receivable, net of impaired loans and allowance 15,150,428 15,205,769
Accrued interest receivable 0 0
FHLB, Federal Reserve & FNBB stock; other equity investments 224,354 225,288
Marketable equity securities 0 0
Financial liabilities:    
Demand and non-interest bearing 0 0
Savings and interest-bearing transaction accounts 0 0
Time deposits 1,758,751 1,807,002
Securities sold under agreements to repurchase 0 0
FHLB and other borrowed funds 0 0
Accrued interest payable 0 0
Subordinated debentures $ 268,116 $ 265,170
v3.26.1
Segment Information (Details)
$ in Thousands
3 Months Ended
Mar. 31, 2026
USD ($)
segment
Mar. 31, 2025
USD ($)
Segment Reporting [Abstract]    
Number of reportable segments | segment 1  
Segment Reporting Information [Line Items]    
Interest Income $ 311,023 $ 312,542
Interest Expense 87,119 97,886
Salaries and employee benefits 63,236 61,855
Occupancy and equipment 14,867 14,425
Data processing expense 8,884 8,558
Merger and acquisition expenses 394 0
Other expense 26,594 28,090
FDIC and state assessment 1,599 3,387
Electronic banking expense 3,326 3,055
Income tax expense 34,023 31,945
Net income 118,209 115,209
Income (loss) from equity method investments 1,500 5,200
Depreciation, depletion and amortization 7,300 5,300
Banking Segment    
Segment Reporting Information [Line Items]    
Interest Income 311,023 312,542
Other Revenues 42,803 45,426
Total consolidated revenues 353,826 357,968
Interest Expense 87,119 97,886
Segment net interest income and noninterest income 266,707 260,082
Credit loss expense 500 0
Salaries and employee benefits 63,236 61,855
Occupancy and equipment 14,867 14,425
Data processing expense 8,884 8,558
Merger and acquisition expenses 394 0
Other expense 11,065 8,703
FDIC and state assessment 1,599 3,387
Electronic banking expense 3,326 3,055
Other segment items 10,604 12,945
Income tax expense 34,023 31,945
Net income $ 118,209 $ 115,209
v3.26.1
Subsequent Events (Details)
$ / shares in Units, $ in Thousands, shares in Millions
4 Months Ended
Apr. 01, 2026
USD ($)
$ / shares
shares
Mar. 31, 2026
USD ($)
Dec. 31, 2025
USD ($)
Dec. 06, 2025
branch
Subsequent Event [Line Items]        
Assets   $ 23,201,679 $ 22,881,879  
Loans receivable, net   15,335,994 15,388,626  
Deposits   $ 17,738,275 17,479,957  
Mountain Commerce Bancorp Inc        
Subsequent Event [Line Items]        
Number of business branches | branch       8
Assets     1,770,000  
Loans receivable, net     1,490,000  
Deposits     $ 1,550,000  
Mountain Commerce Bancorp Inc | Subsequent Event | Common Stock        
Subsequent Event [Line Items]        
Business acquisition, common stock conversion ratio 0.85      
Business acquisition, equity interest issuable, number of shares (in shares) | shares 5.4      
Business acquisition, equity interest issuable, value $ 146,000      
Cash payments received by stockholders, value per share (in dollars per share) | $ / shares $ 26.77