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HBT Financial, Inc. (HBT) Stock Fundamental Analysis & AI Rating 2026

HBT Nasdaq State Commercial Banks DE CIK: 0000775215
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
73% Confidence
NEUTRAL
SELL
72% Conf
BUY
74% Conf

📊 HBT Key Takeaways

Revenue: $71.8M
Net Margin: 15.6%
Free Cash Flow: $28.5M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.34
AI Rating: SELL with 72% confidence
HBT Financial, Inc. (HBT) receives a HOLD rating with 73% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $71.8M, net profit margin of 15.6%, and return on equity (ROE) of 1.5%, HBT Financial, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete HBT stock analysis for 2026.

Is HBT Financial, Inc. (HBT) a Good Investment?

Claude

While HBT demonstrates strong revenue growth of 28.6% YoY and solid operating margins of 20.9%, these gains are severely undermined by alarmingly low returns on equity (1.5%) and assets (0.2%), indicating fundamental capital inefficiency. The substandard interest coverage ratio of 0.5x compounds concerns about the company's ability to sustain profitability.

ChatGPT

HBT shows strong top-line momentum with resilient profitability, evidenced by high operating and net margins alongside solid ROA and ROE. The balance sheet appears conservatively positioned with healthy equity and no long-term debt, and operating cash generation is robust. Watch for potential NIM pressure and credit cycle normalization that could temper earnings growth.

Why Buy HBT Financial, Inc. Stock? HBT Key Strengths

Claude
  • + Strong revenue growth of 28.6% YoY demonstrates market expansion
  • + Healthy operating margin of 20.9% and net margin of 15.6% show pricing power and cost control
  • + Strong free cash flow generation ($28.5M) with 39.7% FCF margin indicating cash generation capability
  • + Zero long-term debt provides financial flexibility and low refinancing risk
ChatGPT
  • + Strong revenue growth with positive EPS and net income trends
  • + Healthy bank-level profitability (ROA 1.5%, ROE 12.5%) and solid cash generation
  • + Conservative balance sheet with solid equity relative to assets and no long-term debt

HBT Stock Risks: HBT Financial, Inc. Investment Risks

Claude
  • ! Critically low ROE of 1.5% and ROA of 0.2% signal severe capital inefficiency and poor shareholder returns
  • ! Interest coverage ratio of 0.5x indicates operating income cannot adequately cover interest expense obligations
  • ! High insider trading activity (23 Form 4 filings in 90 days) may suggest management concerns about fundamentals
  • ! Disconnect between revenue growth and equity returns suggests growth is capital-intensive without proportional profit generation
ChatGPT
  • ! Net interest margin compression from higher funding costs
  • ! Credit quality deterioration increasing provisions and charge-offs
  • ! Regulatory capital constraints potentially limiting growth or returns

Key Metrics to Watch

Claude
  • * ROE trajectory - must improve toward 8-10% minimum for sector viability
  • * ROA improvement - currently at distressed levels
  • * Interest coverage ratio - must exceed 1.5x to demonstrate sustainable debt servicing
  • * Net income growth rate relative to total asset growth
ChatGPT
  • * Net interest margin (NIM)
  • * Nonperforming loans and net charge-offs

HBT Financial, Inc. (HBT) Financial Metrics & Key Ratios

Revenue
$71.8M
Net Income
$11.2M
EPS (Diluted)
$0.34
Free Cash Flow
$28.5M
Total Assets
$6.8B
Cash Position
$287.7M

💡 AI Analyst Insight

The 39.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

HBT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 20.9%
Net Margin 15.6%
ROE 1.5%
ROA 0.2%
FCF Margin 39.7%

HBT vs Finance Sector: How HBT Financial, Inc. Compares

How HBT Financial, Inc. compares to Finance sector averages

Net Margin
HBT 15.6%
vs
Sector Avg 25.0%
HBT Sector
ROE
HBT 1.5%
vs
Sector Avg 12.0%
HBT Sector
Current Ratio
HBT 0.0x
vs
Sector Avg 1.2x
HBT Sector
Debt/Equity
HBT 0.0x
vs
Sector Avg 2.0x
HBT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HBT Financial, Inc. Stock Overvalued? HBT Valuation Analysis 2026

Based on fundamental analysis, HBT Financial, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
1.5%
Sector avg: 12%
Net Profit Margin
15.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HBT Financial, Inc. Balance Sheet: HBT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
89.0%
Interest Coverage
0.48x
Long-term Debt
N/A

HBT Revenue & Earnings Growth: 5-Year Financial Trend

HBT 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: HBT Financial, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.07 reflects profitable operations.

HBT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
39.7%
Free cash flow / Revenue

HBT Financial, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$28.5M
Cash generated from operations
Stock Buybacks
$15.7M
Shares repurchased (TTM)
Dividends Paid
$7.3M
Returned to shareholders

HBT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for HBT Financial, Inc. (CIK: 0000775215)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 8-K hbt-20260519.htm View →
May 6, 2026 10-Q hbt-20260331.htm View →
May 1, 2026 4 xslF345X06/wk-form4_1777666813.xml View →
Apr 30, 2026 4 xslF345X06/wk-form4_1777581363.xml View →
Apr 29, 2026 8-K hbt-20260428.htm View →

Frequently Asked Questions about HBT

What is the AI rating for HBT?

HBT Financial, Inc. (HBT) has a Combined AI Rating of HOLD from Claude (SELL) and ChatGPT (BUY) with 73% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HBT's key strengths?

Claude: Strong revenue growth of 28.6% YoY demonstrates market expansion. Healthy operating margin of 20.9% and net margin of 15.6% show pricing power and cost control. ChatGPT: Strong revenue growth with positive EPS and net income trends. Healthy bank-level profitability (ROA 1.5%, ROE 12.5%) and solid cash generation.

What are the risks of investing in HBT?

Claude: Critically low ROE of 1.5% and ROA of 0.2% signal severe capital inefficiency and poor shareholder returns. Interest coverage ratio of 0.5x indicates operating income cannot adequately cover interest expense obligations. ChatGPT: Net interest margin compression from higher funding costs. Credit quality deterioration increasing provisions and charge-offs.

What is HBT's revenue and growth?

HBT Financial, Inc. reported revenue of $71.8M.

Does HBT pay dividends?

HBT Financial, Inc. pays dividends, with $7.3M distributed to shareholders in the trailing twelve months.

Where can I find HBT SEC filings?

Official SEC filings for HBT Financial, Inc. (CIK: 0000775215) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HBT's EPS?

HBT Financial, Inc. has a diluted EPS of $0.34.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HBT a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, HBT Financial, Inc. has a HOLD rating with 73% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HBT stock overvalued or undervalued?

Valuation metrics for HBT: ROE of 1.5% (sector avg: 12%), net margin of 15.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy HBT stock in 2026?

Our dual AI analysis gives HBT Financial, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HBT's free cash flow?

HBT Financial, Inc.'s operating cash flow is $28.5M, with capital expenditures of N/A. FCF margin is 39.7%.

How does HBT compare to other Finance stocks?

Vs Finance sector averages: Net margin 15.6% (avg: 25%), ROE 1.5% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI