Southside Bancshares Inc (SBSI) — SEC Filings
Southside Bancshares Inc (SBSI) — 35 SEC filings. Latest: ARS (Mar 25, 2026). Includes 22 8-K, 6 10-Q, 2 DEF 14A.
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Overview
Southside Bancshares Inc (SBSI) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a ARS filed on Mar 25, 2026: Southside Bancshares Inc. (CIK: 0000705432) filed its Annual Report to Security Holders (ARS) on March 25, 2026, for the fiscal year ending December 31, 2025. This routine filing provides shareholders with the company's annual financial and operational overview. For investors, this matters because t
Sentiment Summary
Across 35 filings, the sentiment breakdown is: 2 bearish, 32 neutral, 1 mixed. The dominant filing sentiment for Southside Bancshares Inc is neutral.
Filing Type Overview
Southside Bancshares Inc (SBSI) has filed 1 ARS, 6 10-Q, 22 8-K, 2 DEF 14A, 2 10-K, 2 SC 13G/A with the SEC between Jan 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (35)
Risk Profile
Risk Assessment: Of SBSI's 32 recent filings, 2 were flagged as high-risk, 4 as medium-risk, and 26 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $101,896,000 |
| Net Income | $4,913,000 |
| EPS | $0.16 |
| Cash Position | $466,912,000 |
| Total Assets | $8,383,160,000 |
Key Executives
- Robert E. Bafumo
- J. Mark McMurry
- Michael L. Collins
- Robert L. McAlister
- William M. Dean
- Robert E. Smith
- William R. Taggart
Industry Context
Southside Bancshares operates within the highly competitive U.S. banking sector, which is currently navigating a complex environment characterized by fluctuating interest rates and evolving economic conditions. Banks are focused on managing net interest margins, credit quality, and adapting to digital transformation trends. The sector faces ongoing regulatory scrutiny and pressure to maintain capital adequacy.
Top Tags
financial-reporting (6) · corporate-governance (5) · governance (5) · executive-compensation (5) · banking (5) · 8-K (4) · 8-k (4) · director-changes (3) · sec-filing (3) · officer-appointment (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net income for Q3 2025 | $4.913M | Decreased 76.1% from $20.524 million in Q3 2024 |
| Net loss on sale of AFS securities for Q3 2025 | $24.395M | Significantly higher than $1.929 million loss in Q3 2024 |
| Total interest and dividend income for Q3 2025 | $101.896M | Decreased 3.6% from $105.703 million in Q3 2024 |
| Total interest expense for Q3 2025 | $46.178M | Decreased 8.9% from $50.239 million in Q3 2024 |
| Net interest income for Q3 2025 | $55.718M | Slightly increased from $55.464 million in Q3 2024 |
| Net income for YTD Q3 2025 | $48.233M | Decreased 27.7% from $66.708 million in YTD Q3 2024 |
| Total assets as of September 30, 2025 | $8.383B | Decreased from $8.517 billion at December 31, 2024 |
| Total deposits as of September 30, 2025 | $6.961B | Increased from $6.654 billion at December 31, 2024 |
| Allowance for loan losses as of September 30, 2025 | $45.294M | Increased from $44.884 million at December 31, 2024 |
| Basic EPS for Q3 2025 | $0.16 | Decreased from $0.68 in Q3 2024 |
| Report Date | 20251024 | Date of the 8-K filing. |
| Earliest Event Date | 20251023 | Date of the earliest event reported in the filing. |
| SEC File Number | 001-42396 | Identifies the specific SEC filing for Southside Bancshares, Inc. |
| IRS Employer Identification No. | 75-1848732 | Tax identification number for Southside Bancshares, Inc. |
| Accession Number | 0000705432-25-000148 | Unique identifier for the filing |
Forward-Looking Statements
- {"claim":"Vanguard will maintain a significant, but potentially fluctuating, stake in Southside Bancshares Inc. over the next year.","entity":"The Vanguard Group","targetDate":"2025-02-13","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Southside Bancshares Inc (SBSI)?
Southside Bancshares Inc has 35 recent SEC filings from Jan 2024 to Mar 2026, including 22 8-K, 6 10-Q, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of SBSI filings?
Across 35 filings, the sentiment breakdown is: 2 bearish, 32 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Southside Bancshares Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Southside Bancshares Inc (SBSI) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Southside Bancshares Inc?
Key financial highlights from Southside Bancshares Inc's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for SBSI?
The investment thesis for SBSI includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Southside Bancshares Inc?
Key executives identified across Southside Bancshares Inc's filings include Robert E. Bafumo, J. Mark McMurry, Michael L. Collins, Robert L. McAlister, William M. Dean and 2 others.
What are the main risk factors for Southside Bancshares Inc stock?
Of SBSI's 32 assessed filings, 2 were flagged high-risk, 4 medium-risk, and 26 low-risk.
What are recent predictions and forward guidance from Southside Bancshares Inc?
Recent forward-looking statements from Southside Bancshares Inc include guidance on {"claim":"Vanguard will maintain a significant, but potentially fluctuating, stake in Southside Bancshares Inc. over the.