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Home BancShares, Inc. Announces Record Net Income of $63.0 Million for 2012



Home BancShares, Inc. Announces Record Net Income of $63.0 Million for 2012

CONWAY, Ark., Jan. 17, 2013 (GLOBE NEWSWIRE) -- Home BancShares, Inc.
(Nasdaq:HOMB), parent company of Centennial Bank, today announced record net
income for the year ended December 31, 2012 of $63.0 million compared to $54.7
million for the year ended 2011. Diluted earnings per share for the year ended
2012 were $2.23 per share compared to $1.85 per share for 2011, an increase of
$0.38 per share or 20.5%.

For the fourth quarter of 2012, the Company recorded record quarterly net
income of $16.9 million, or $0.60 diluted earnings per common share, compared
to $14.2 million of net income, or $0.50 diluted earnings per common share for
the same quarter in 2011, an increase of $0.10 per share or 20.0%.

Because acquisitions are growth and capital management strategies, earnings
excluding amortization of intangibles after-tax are useful in evaluating the
Company. Diluted earnings per common share excluding intangible amortization
for the fourth quarter of 2012 was $0.62 compared to $0.51 diluted earnings
per common share excluding intangible amortization for the same period in
2011.

"The record net income reported for 2012 is an exceptional achievement for our
Company," said John Allison, Chairman. "The hard work this year to expand
earnings was successful. Not only did we reach annual record earnings during
2012, but we also achieved record earnings each quarter consecutively during
the year. Throughout the year, we continued to keep our traditionally strong
capital levels considerably above the regulators' capital requirements. It is
possible, therefore, to remain in a position to benefit from opportunistic
deals as they are presented."

Randy Sims, Chief Executive Officer, added, "This quarter the Company
increased its earnings above our previously recorded record earnings by
$844,000 or 5.2%. During the fourth quarter of 2012, we improved our net
interest margin 13 basis points when compared to the fourth quarter of 2011.
The achievements reached during 2012 are no doubt impressive and encouraging
for the year ahead."

                             Operating Highlights

Net interest income for the fourth quarter of 2012 increased 16.9% to $41.3
million from $35.3 million during the fourth quarter of 2011. For the fourth
quarter of 2012, the effective yield on non-covered loans and covered loans
was 6.03% and 7.83%, respectively. Net interest margin, on a fully taxable
equivalent basis, was 4.86% for the quarter just ended compared to 4.73% in
the fourth quarter of 2011, an increase of 13 basis points. The Company's
ability to improve pricing on interest bearing deposits and hold the changes
of interest rates on loans to a minimum allowed the Company to improve net
interest margin.

The Company reported $16.2 million of non-interest income for the fourth
quarter of 2012, compared to $12.2 million for the fourth quarter of 2011. The
most important components of the fourth quarter non-interest income were $5.2
million from gain on acquisition, $4.1 million from service charges on
deposits accounts, $3.1 million from other service charges and fees, $1.5
million from mortgage lending income, $635,000 in dividends, $368,000 from
insurance commissions, $229,000 of accretion on the FDIC indemnification asset
and $121,000 gain on sale of OREO. The $635,000 in dividends includes a
non-recurring dividend of approximately $463,000 from our investment in a
private equity and venture capital firm which invests in small and lower
middle market companies located in Arkansas and across the Midwest and
Southeast United States.

Non-interest expense for the fourth quarter of 2012 was $29.6 million compared
to $23.3 million for the fourth quarter of 2011. Excluding merger expenses,
non-interest expense only increased 5.5% when compared to 17.7% in asset
growth. For the fourth quarter of 2012, our core efficiency ratio was 44.40%
or improved by 436 basis points from the same period of the previous year.

                             Financial Condition

Total non-covered loans were $2.33 billion at December 31, 2012 compared to
$1.76 billion at December 31, 2011. Total covered loans were $384.9 million at
December 31, 2012 compared to $481.7 million at December 31, 2011. Total
deposits were $3.48 billion at December 31, 2012 compared to $2.86 billion at
December 31, 2011. Total assets were $4.24 billion at December 31, 2012
compared to $3.60 billion at December 31, 2011.

Non-performing non-covered loans were $27.3 million as of December 31, 2012,
of which $15.2 million were located in Florida. Non-performing non-covered
loans as a percent of total non-covered loans were 1.17% as of December 31,
2012 compared to 1.56% as of December 31, 2011. Non-performing non-covered
assets were $47.8 million as of December 31, 2012, of which $23.2 million were
located in Florida. Non-performing non-covered assets as a percent of total
non-covered assets were 1.30% as of December 31, 2012 compared to the 1.53%
reported for December 31, 2011.

The Company's allowance for loan losses for non-covered loans was $45.2
million at December 31, 2012, or 1.94% of total non-covered loans, compared to
$52.1 million, or 2.96% of total non-covered loans, at December 31, 2011. As
of December 31, 2012 and December 31, 2011, the allowance for loan losses for
non-covered loans plus discount for credit losses on non-covered loans
acquired to total non-covered loans plus discount for credit losses on
non-covered loans acquired was 5.26% and 3.10%, respectively. As of December
31, 2012 and December 31, 2011, the Company's allowance for loan losses for
non-covered loans was 166% and 190% of its total non-performing non-covered
loans, respectively.

Stockholders' equity was $515.5 million at December 31, 2012 compared to
$474.1 million at December 31, 2011, an increase of $41.4 million. Book value
per common share was $18.34 at December 31, 2012 compared to $16.77 at
December 31, 2011.

                           Stock Repurchase Program

During the fourth quarter of 2012, the Company repurchased a total of 203,404
shares with a weighted average stock price of $34.33. For 2012, the Company
repurchased a total of 455,448 shares with a weighted average stock price of
$29.72. The Company believes the stock repurchased at these prices is a good
investment. The 2012 earnings were used to fund these repurchases.

                                   Branches

Presently, the Company is evaluating opportunities but has no firm commitments
for additional de novo branch locations. During December, the Company closed
two branches acquired in the Vision acquisition—one in Florida and one in
Alabama. These branch closures were completed to eliminate repetitive branches
and maximize profitability from the Vision transaction. During the first part
of January 2013, one branch in south Arkansas was closed. It is anticipated
three to four branches will close in the Tallahassee, FL area early in the
second quarter of 2013. The Company currently has 46 branches in Arkansas, 54
branches in Florida and 7 branches in Alabama.

                               Conference Call

Management will conduct a conference call to review this information at 1:00
p.m. CT (2:00 ET) on Thursday, January 17, 2013. Interested parties can listen
to this call by calling 1-877-317-6789 and asking for the Home BancShares
conference call. A replay of the call will be available by calling
1-877-344-7529, Passcode: 10022263, which will be available until January 25,
2013 at 8:00 a.m. CT (9:00 ET). Internet access to the call will be available
live or in recorded version on the Company's website at www.homebancshares.com
under "Investor Relations" for 12 months.

                                   General

This release contains forward-looking statements regarding the Company's
plans, expectations, goals and outlook for the future. Statements in this
press release that are not historical facts should be considered
forward-looking statements within the meaning of the Private Securities
Litigation Reform Act of 1995. Forward-looking statements of this type speak
only as of the date of this news release. By nature, forward-looking
statements involve inherent risk and uncertainties. Various factors,
including, but not limited to, economic conditions, credit quality, interest
rates, loan demand, the ability to successfully integrate new acquisitions and
changes in the assumptions used in making the forward-looking statements,
could cause actual results to differ materially from those contemplated by the
forward-looking statements. Additional information on factors that might
affect Home BancShares, Inc.'s financial results are included in its Annual
Report on Form 10-K for the year ended December 31, 2011 filed with the
Securities and Exchange Commission.

Home BancShares, Inc. is a bank holding company, headquartered in Conway,
Arkansas. Our wholly-owned subsidiary, Centennial Bank, provides a broad range
of commercial and retail banking plus related financial services to
businesses, real estate developers, investors, individuals and
municipalities. Centennial Bank has locations in central Arkansas, north
central Arkansas, southern Arkansas, the Florida Keys, southwestern Florida,
central Florida, the Florida Panhandle and south Alabama. The Company's common
stock is traded through the NASDAQ Global Select Market under the symbol
"HOMB."

 
Home BancShares, Inc. 
Consolidated End of Period Balance Sheets 
(Unaudited) 
                                                                           
                       Dec. 31,     Sep. 30,     Jun. 30,     Mar. 31,     Dec. 31, 
(In thousands)         2012         2012         2012         2012         2011 
                                                                           
ASSETS                                                                     
                                                                           
Cash and due from      $ 101,972    $ 86,381     $ 71,078     $ 76,837     $ 57,337
banks 
Interest-bearing
deposits with other    129,883      69,248       287,452      269,401      126,967
banks 
Cash and cash          231,855      155,629      358,530      346,238      184,304
equivalents 
Federal funds sold     17,148       1,775        575          1,375        1,100
Investment securities  726,223      755,197      712,820      759,959      671,221
- available for sale 
Loans receivable not
covered by loss        2,331,199    2,076,248    2,035,487    2,046,108    1,760,086
share 
Loans receivable
covered by FDIC loss   384,884      407,416      432,422      455,435      481,739
share 
Allowance for loan     (50,632)     (54,440)     (56,511)     (51,014)     (52,129)
losses 
Loans receivable,      2,665,451    2,429,224    2,411,398    2,450,529    2,189,696
net 
Bank premises and      113,883      105,131      100,694      100,674      88,465
equipment, net 
Foreclosed assets
held for sale not      20,393       14,942       14,481       14,634       16,660
covered by loss
share 
Foreclosed assets
held for sale covered  31,526       31,799       35,008       39,744       35,178
by FDIC loss share 
FDIC indemnification   139,646      153,758      162,439      181,884      193,856
asset 
Cash value of life     59,219       53,366       53,167       52,955       52,700
insurance 
Accrued interest       16,305       14,872       14,834       15,845       15,551
receivable 
Deferred tax asset,    46,998       33,680       31,115       34,680       22,850
net 
Goodwill               85,681       77,090       77,090       77,090       59,663
Core deposit and       12,061       9,792        10,486       11,180       8,620
other intangibles 
Other assets           75,741       51,654       73,768       61,165       64,253
Total assets           $ 4,242,130  $ 3,887,909  $ 4,056,405  $ 4,147,952  $ 3,604,117
                                                                           
LIABILITIES AND                                                            
STOCKHOLDERS' EQUITY
                                                                           
Liabilities                                                                
Deposits:                                                                  
Demand and             $ 666,414    $ 596,746    $ 597,374    $ 583,951    $ 464,581
non-interest-bearing 
Savings and
interest-bearing       1,784,047    1,527,829    1,521,869    1,514,812    1,189,098
transaction accounts 
Time deposits          1,032,991    1,007,894    1,174,286    1,281,636    1,204,352
Total deposits         3,483,452    3,132,469    3,293,529    3,380,399    2,858,031
Federal funds          --           --           --           --           -- 
purchased 
Securities sold under
agreements to          66,278       61,499       66,620       72,531       62,319
repurchase 
FHLB borrowed funds    130,388      130,506      140,523      142,753      142,777
Accrued interest
payable and other      17,672       24,590       15,967       27,403       22,593
liabilities 
Subordinated           28,867       28,867       44,331       44,331       44,331
debentures 
Total liabilities      3,726,657    3,377,931    3,560,970    3,667,417    3,130,051
                                                                           
Stockholders' equity                                                       
Common stock           281          282          281          281          283
Capital surplus        416,354      420,595      420,538      421,006      425,649
Retained earnings      86,837       77,190       64,478       51,800       40,130
Accumulated other      12,001       11,911       10,138       7,448        8,004
comprehensive income 
Total stockholders'    515,473      509,978      495,435      480,535      474,066
equity 
Total liabilities and  $ 4,242,130  $ 3,887,909  $ 4,056,405  $ 4,147,952  $ 3,604,117
stockholders' equity 

 
 
Home BancShares, Inc. 
Consolidated Statements of Income 
(Unaudited) 
                                                                               
                  Quarter Ended                                     Year Ended 
                  Dec.      Sep.      Jun.      Mar.      Dec.      Dec. 31,   Dec. 31, 
                 31,       30,       30,       31,       31, 
(In thousands)    2012      2012      2012      2012      2011      2012       2011 
                                                                               
Interest income                                                                
Loans             $ 41,203  $ 39,285  $ 40,365  $ 38,506  $ 38,110  $ 159,359  $ 155,954
Investment                                                                     
securities 
Taxable           2,708     2,598     3,060     2,860     2,451     11,226     9,244
Tax-exempt        1,544     1,541     1,534     1,535     1,562     6,154      6,179
Deposits - other  52        115       127       85        87        379        418
banks 
Federal funds     9         3         3         2         2         17         11
sold 
                                                                               
Total interest    45,516    43,542    45,089    42,988    42,212    177,135    171,806
income 
                                                                               
Interest                                                                       
expense 
Interest on       2,877     3,288     4,164     4,660     5,084     14,989     22,968
deposits 
Federal funds     1         --        --        --        --        1          -- 
purchased 
FHLB borrowed     1,030     1,040     1,134     1,160     1,172     4,364      4,940
funds 
Securities sold
under agreements  79        107       111       110       99        407        483
to repurchase 
Subordinated      247       482       521       524       540       1,774      2,160
debentures 
                                                                               
Total interest    4,234     4,917     5,930     6,454     6,895     21,535     30,551
expense 
                                                                               
Net interest      41,282    38,625    39,159    36,534    35,317    155,600    141,255
income 
Provision for     1,250     167       1,333     --        2,250     2,750      3,500
loan losses 
Net interest
income            40,032    38,458    37,826    36,534    33,067    152,850    137,755
after provision
for loan losses 
                                                                               
Non-interest                                                                   
income 
Service charges
on deposit        4,062     3,834     3,668     3,505     3,659     15,069     14,087
accounts 
Other service
charges and       3,062     3,119     3,223     3,024     2,554     12,428     9,929
fees 
Mortgage lending  1,461     1,550     1,277     904       904       5,192      2,993
income 
Insurance         368       512       438       551       351       1,869      1,856
commissions 
Income from       133       112       129       88        121       462        448
title services 
Increase in cash
value of life     202       200       214       257       279       873        1,128
insurance 
Dividends from
FHLB, FRB,        635       182       175       175       174       1,167      680
bankers' bank &
other 
Gain on           5,205     --        --        --        --        5,205      -- 
acquisitions 
Gain on sale of   --        206       198       --        --        404        259
SBA loans 
Gain (loss) on
sale of premises  (30)      (5)       359       --        (6)       324        73
& equip, net 
Gain (loss) on    121       (222)     159       (107)     394       (49)       (638)
OREO, net 
Gain (loss) on    (1)       --        (9)       19        2,243     9          2,248
securities, net 
FDIC
indemnification   229       373       449       670       903       1,721      5,517
accretion 
Other income      740       765       773       1,017     606       3,295      2,729
                                                                               
Total
non-interest      16,187    10,626    11,053    10,103    12,182    47,969     41,309
income 
                                                                               
Non-interest                                                                   
expense 
Salaries and
employee          12,348    11,652    11,903    11,386    10,376    47,289     42,825
benefits 
Occupancy and     3,712     3,805     3,552     3,431     3,274     14,500     14,197
equipment 
Data processing   1,331     1,137     1,371     1,091     994       4,930      4,601
expense 
Other operating   12,186    7,387     7,598     8,478     8,625     35,649     33,099
expenses 
                                                                               
Total
non-interest      29,577    23,981    24,424    24,386    23,269    102,368    94,722
expense 
                                                                               
Income before     26,642    25,103    24,455    22,251    21,980    98,451     84,342
income taxes 
Income tax        9,703     9,008     8,965     7,753     7,813     35,429     29,601
expense 
Net income        16,939    16,095    15,490    14,498    14,167    63,022     54,741
Preferred stock
dividends &
accretion of      --        --        --        --        --        --         1,828
discount on
preferred stock 
Net income
available to      $ 16,939  $ 16,095  $ 15,490  $ 14,498  $ 14,167  $ 63,022   $ 52,913
common
shareholders 

 
 
Home BancShares, Inc. 
Selected Financial Information 
(Unaudited) 
                                                                           
               Quarter Ended                                     Year Ended 
(Dollars and   Dec.      Sep.      Jun.      Mar.      Dec.      Dec.      Dec.
shares in     31,       30,       30,       31,       31,       31,       31, 
thousands, 
except per     2012      2012      2012      2012      2011      2012      2011 
share data) 
                                                                           
PER SHARE                                                                  
DATA
                                                                           
Diluted
earnings per   $ 0.60    $ 0.57    $ 0.55    $ 0.51    $ 0.50    $ 2.23    $ 1.85
common share 
Diluted
earnings per
common share   0.62      0.58      0.57      0.52      0.51      2.29      1.91
excluding
intangible
amortization 
Basic
earnings per   0.60      0.58      0.55      0.51      0.50      2.24      1.86
common share 
Dividends per
share -        0.260     0.120     0.100     0.100     0.080     0.580     0.268
common 
Book value
per common     18.34     18.10     17.64     17.11     16.77     18.34     16.77
share 
Tangible book
value per      14.86     15.01     14.53     13.96     14.35     14.86     14.35
common share 
                                                                           
STOCK                                                                      
INFORMATION
                                                                           
Average
common shares  28,073    28,150    28,095    28,230    28,274    28,137    28,416
outstanding 
Average
diluted        28,244    28,341    28,283    28,411    28,459    28,315    28,612
shares
outstanding 
End of period
common shares  28,107    28,181    28,079    28,091    28,276    28,107    28,276
outstanding 
                                                                           
ANNUALIZED
PERFORMANCE                                                                
METRICS
                                                                           
Return on
average       1.67%     1.61%     1.53%     1.52%     1.56%     1.58%     1.50%
assets 
Return on
average
assets        1.75%     1.69%     1.61%     1.60%     1.64%     1.66%     1.57%
excluding
intangible
amortization 
Return on
average
assets
excluding
intangible
amortization,
provision for
loan losses,  2.88%     2.69%     2.67%     2.64%     2.81%     2.72%     2.53%
merger
expenses,
bargain
purchase gain
and income
taxes (Core
ROA) 
Return on
average       13.19%    12.78%    12.80%    12.21%    12.06%    12.75%    11.77%
common
equity 
Return on
average
tangible
common equity 16.46%    15.88%    16.05%    15.03%    14.57%    15.87%    14.39%
excluding
intangible
amortization 
Efficiency    49.21%    46.24%    46.22%    49.75%    46.40%    47.88%    49.13%
ratio 
Core
efficiency    44.40%    45.63%    46.87%    46.12%    48.76%    45.73%    49.65%
ratio 
Net interest  4.86%     4.65%     4.65%     4.65%     4.73%     4.70%     4.69%
margin - FTE 
Fully taxable
equivalent     $ 1,122   $ 1,112   $ 1,126   $ 1,115   $ 1,130   $ 4,475   $ 4,467
adjustment 
Total          61,703    54,168    56,142    53,091    54,394    225,104   213,115
revenue 
                                                                           
EARNINGS                                                                   
EXCLUDING
INTANGIBLE                                                                 
AMORTIZATION
                                                                           
GAAP net
income
available to   $ 16,939  $ 16,095  $ 15,490  $ 14,498  $ 14,167  $ 63,022  $ 52,913
common
shareholders 
Intangible
amortization   452       421       422       383       428       1,678     1,718
after-tax 
Earnings
excluding      $ 17,391  $ 16,516  $ 15,912  $ 14,881  $ 14,595  $ 64,700  $ 54,631
intangible
amortization 
                                                                           
GAAP diluted
earnings per   $ 0.60    $ 0.57    $ 0.55    $ 0.51    $ 0.50    $ 2.23    $ 1.85
share 
Intangible
amortization   0.02      0.01      0.02      0.01      0.01      0.06      0.06
after-tax 
Diluted
earnings per
share          $ 0.62    $ 0.58    $ 0.57    $ 0.52    $ 0.51    $ 2.29    $ 1.91
excluding
intangible
amortization 
                                                                           
OTHER
OPERATING                                                                  
EXPENSES
                                                                           
Advertising    $ 549     $ 534     $ 904     $ 460     $ 1,224   $ 2,447   $ 4,270
Merger and
acquisition    5,169     296       --        1,692     134       7,157     145
expenses 
Amortization
of             743       694       694       630       705       2,761     2,827
intangibles 
Electronic
banking        845       809       728       793       695       3,175     2,733
expense 
Directors'     196       206       193       212       217       807       811
fees 
Due from bank
service        124       137       159       116       118       536       496
charges 
FDIC and
state          571       588       516       638       1,070     2,313     4,283
assessment 
Insurance      501       448       424       401       447       1,774     1,673
Legal and      225       231       287       322       327       1,065     1,603
accounting 
Other
professional   392       411       354       498       450       1,655     1,954
fees 
Operating      299       280       291       264       297       1,134     1,168
supplies 
Postage        216       219       240       221       212       896       942
Telephone      282       270       276       246       221       1,074     977
Other          2,074     2,264     2,532     1,985     2,508     8,855     9,217
expense 
                                                                           
Total other
operating      $ 12,186  $ 7,387   $ 7,598   $ 8,478   $ 8,625   $ 35,649  $ 33,099
expenses 

 
 
Home BancShares, Inc. 
Selected Financial Information 
(Unaudited) 
                                                                     
                         Dec. 31,   Sep. 30,   Jun. 30,   Mar. 31,   Dec. 31, 
(Dollars in thousands)   2012       2012       2012       2012       2011 
                                                                     
BALANCE SHEET RATIOS                                                 
                                                                     
Total loans to total    77.97%     79.29%     74.93%     74.00%     78.44%
deposits 
Common equity to        12.2%      13.1%      12.2%      11.6%      13.2%
assets 
Tangible common equity  10.1%      11.1%      10.3%      9.7%       11.5%
to tangible assets 
                                                                     
ALLOWANCE FOR LOAN                                                   
LOSSES
                                                                     
Non-Covered                                                          
Balance, beginning of    $ 47,292   $ 49,846   $ 51,014   $ 52,129   $ 54,508
period 
Loans charged off        3,739      3,984      1,601      1,469      5,143
Recoveries of loans      367        1,430      433        354        514
previously charged off 
Net loans charged off    3,372      2,554      1,168      1,115      4,629
Provision for loan       1,250      --         --         --         2,250
losses 
Balance, end of period   $ 45,170   $ 47,292   $ 49,846   $ 51,014   $ 52,129
                                                                     
Discount for credit
losses on non-covered    81,717     14,712     16,112     17,154     2,513
loans acquired 
Net charge-offs on
loans not covered by    0.61%      0.50%      0.23%      0.23%      1.02%
loss share to average
non-covered loans 
Allowance for loan
losses for non-covered  1.94%      2.28%      2.45%      2.49%      2.96%
loans to total
non-covered loans 
Allowance for loan
losses for non-covered
loans plus discount for
credit losses on
non-covered loans       5.26%      2.97%      3.21%      3.30%      3.10%
acquired to total
non-covered loans plus
discount for credit
losses on non-covered
loans acquired 
                                                                     
Covered                                                              
Balance, beginning of    $ 7,148    $ 6,665    $ --       $ --       $ -- 
period 
Loans charged off        1,688      354        --         --         -- 
Recoveries of loans      2          --         --         --         -- 
previously charged off 
Net loans charged off    1,686      354        --         --         -- 
Provision for loan
losses before benefit    --         837        6,665      --         -- 
attributable to FDIC
loss share agreements 
Benefit attributable to
FDIC loss share          --         (670)      (5,332)    --         -- 
agreements 
Net provision for loan   --         167        1,333      --         -- 
losses 
Increase in FDIC         --         670        5,332      --         -- 
indemnification asset 
Balance, end of period   $ 5,462    $ 7,148    $ 6,665    $ --       $ -- 
                                                                     
Total Allowance for      $ 50,632   $ 54,440   $ 56,511   $ 51,014   $ 52,129
Loan Losses 
                                                                     
NON-PERFORMING ASSETS                                                
NOT COVERED BY LOSS                                                  
SHARE
                                                                     
Non-performing                                                       
non-covered loans 
Non-accrual non-covered  $ 21,336   $ 20,183   $ 24,810   $ 27,425   $ 26,496
loans 
Non-covered loans past   5,937      2,424      1,326      289        993
due 90 days or more 
Total non-performing     27,273     22,607     26,136     27,714     27,489
non-covered loans 
Other non-performing                                                 
non-covered assets 
Non-covered foreclosed
assets held for sale,    20,393     14,942     14,481     14,634     16,660
net 
Other non-performing     164        1          79         71         8
non-covered assets 
Total other
non-performing           20,557     14,943     14,560     14,705     16,668
non-covered assets 
Total non-performing     $ 47,830   $ 37,550   $ 40,696   $ 42,419   $ 44,157
non-covered assets 
                                                                     
Allowance for loan
losses for non-covered  165.62%    209.19%    190.72%    184.07%    189.64%
loans to non-performing
non-covered loans 
Non-performing
non-covered loans to    1.17%      1.09%      1.28%      1.35%      1.56%
total non-covered
loans 
Non-performing
non-covered assets to   1.30%      1.14%      1.19%      1.22%      1.53%
total non-covered
assets 

 
 
Home BancShares, Inc. 
Loan Information 
(Unaudited) 
                                                                               
                           Dec. 31,     Sep. 30,     Jun. 30,     Mar. 31,     Dec. 31, 
(Dollars in thousands)     2012         2012         2012         2012         2011 
                                                                               
LOANS NOT COVERED BY LOSS                                                      
SHARE
                                                                               
Real estate                                                                    
Commercial real estate                                                         
loans 
Non-farm/non-residential   $ 1,019,039  $ 887,895    $ 856,334    $ 780,520    $ 698,986
Construction/land          254,800      282,269      269,371      413,093      361,846
development 
Agricultural               32,513       28,403       28,570       28,120       28,535
Residential real estate                                                        
loans 
Residential 1-4 family     549,269      473,412      481,018      471,439      349,543
Multifamily residential    129,742      105,369      106,206      65,226       56,909
Total real estate          1,985,363    1,777,348    1,741,499    1,758,398    1,495,819
Consumer                   37,462       35,433       37,146       38,254       37,923
Commercial and             256,908      200,160      197,278      196,165      176,276
industrial 
Agricultural               19,825       36,239       31,741       21,275       21,784
Other                      31,641       27,068       27,823       32,016       28,284
Loans receivable not       $ 2,331,199  $ 2,076,248  $ 2,035,487  $ 2,046,108  $ 1,760,086
covered by loss share 
                                                                               
                                                                               
LOANS COVERED BY LOSS                                                          
SHARE
                                                                               
Real estate                                                                    
Commercial real estate                                                         
loans 
Non-farm/non-residential   $ 164,723    $ 175,195    $ 187,802    $ 179,360    $ 189,380
Construction/land          66,713       71,958       74,989       99,996       103,535
development 
Agricultural               2,282        2,289        2,737        3,092        3,155
Residential real estate                                                        
loans 
Residential 1-4 family     125,625      130,425      136,498      139,819      148,692
Multifamily residential    9,567        10,062       10,216       9,077        8,933
Total real estate          368,910      389,929      412,242      431,344      453,695
Consumer                   39           70           71           549          334
Commercial and             14,668       16,878       19,541       22,843       26,884
industrial 
Agricultural               --           --           --           --           -- 
Other                      1,267        539          568          699          826
Loans receivable covered   $ 384,884    $ 407,416    $ 432,422    $ 455,435    $ 481,739
by loss share 

 
 
Home BancShares, Inc. 
Consolidated Net Interest Margin 
(Unaudited) 
                                                                       
                    Three Months Ended 
                    December 31, 2012             September 30, 2012 
                    Average    Income/   Yield/   Average    Income/   Yield/ 
(Dollars in         Balance    Expense   Rate     Balance    Expense   Rate 
thousands) 
                                                                       
ASSETS                                                                 
Earning assets                                                         
Interest-bearing
balances due from   $ 97,308   $ 51     0.21%     $ 192,192  $ 115    0.24%
banks 
Federal funds       15,061     9        0.24%     3,749      3        0.32%
sold 
Investment
securities -        581,840    2,708    1.85%     573,083    2,598    1.80%
taxable 
Investment
securities -        165,957    2,518    6.04%     160,252    2,512    6.24%
non-taxable - FTE 
Loans receivable -  2,608,090  41,351   6.31%     2,468,151  39,426   6.35%
FTE 
Total
interest-earning    3,468,256  46,637   5.35%     3,397,427  44,654   5.23%
assets 
Non-earning         571,264                       578,519              
assets 
Total assets        $                             $                    
                   4,039,520                     3,975,946
                                                                       
LIABILITIES AND
SHAREHOLDERS'                                                          
EQUITY
Liabilities                                                            
Interest-bearing                                                       
liabilities 
Savings and
interest-bearing    $          $ 784    0.19%     $          $ 774    0.20%
transaction        1,632,053                     1,523,346
accounts 
Time deposits       1,028,938  2,093    0.81%     1,095,268  2,514    0.91%
Total
interest-bearing    2,660,991  2,877    0.43%     2,618,614  3,288    0.50%
deposits 
Federal funds       392        --       0.00%     15         --       0.00%
purchased 
Securities sold
under agreement to  62,913     79       0.50%     64,779     107      0.66%
repurchase 
FHLB borrowed       130,427    1,030    3.14%     131,599    1,040    3.14%
funds 
Subordinated        28,867     247      3.40%     41,978     482      4.57%
debentures 
Total
interest-bearing    2,883,590  4,233    0.58%     2,856,985  4,917    0.68%
liabilities 
Non-interest
bearing                                                                
liabilities 
Non-interest        620,806                       597,287              
bearing deposits
Other liabilities   24,089                        20,695               
Total liabilities   3,528,485                     3,474,967            
Shareholders'       511,035                       500,979              
equity 
Total liabilities   $                             $
and shareholders'  4,039,520                     3,975,946             
equity 
Net interest                            4.77%                         4.55%
spread 
Net interest
income and margin              $ 42,404 4.86%                $ 39,737 4.65%
- FTE 

 
 
Home BancShares, Inc. 
Consolidated Net Interest Margin 
(Unaudited) 
                                                                       
                  Year Ended 
                  December 31, 2012              December 31, 2011 
                  Average    Income/    Yield/   Average    Income/    Yield/ 
(Dollars in       Balance    Expense    Rate     Balance    Expense    Rate 
thousands) 
                                                                       
ASSETS                                                                 
Earning assets                                                         
Interest-bearing
balances due      $ 165,862  $ 379     0.23%     $ 178,476  $ 418     0.23%
from banks 
Federal funds     7,175      17        0.24%     5,735      11        0.19%
sold 
Investment
securities -      580,826    11,226    1.93%     400,152    9,244     2.31%
taxable 
Investment
securities -      158,231    10,023    6.33%     150,776    10,017    6.64%
non-taxable -
FTE 
Loans receivable  2,490,901  159,965   6.42%     2,369,216  156,583   6.61%
- FTE 
Total
interest-earning  3,402,995  181,610   5.34%     3,104,355  176,273   5.68%
assets 
Non-earning       575,728                        553,901               
assets 
Total assets      $                              $                     
                 3,978,723                      3,658,256
                                                                       
LIABILITIES AND
SHAREHOLDERS'                                                          
EQUITY
Liabilities                                                            
Interest-bearing                                                       
liabilities 
Savings and
interest-bearing  $          $ 3,572   0.24%     $          $ 5,084   0.45%
transaction      1,501,093                      1,132,798
accounts 
Time deposits     1,148,072  11,417    0.99%     1,318,868  17,884    1.36%
Total
interest-bearing  2,649,165  14,989    0.57%     2,451,666  22,968    0.94%
deposits 
Federal funds     273        1         0.37%     12         --        0.00%
purchased 
Securities sold
under agreement   67,040     407       0.61%     66,851     4,940     7.39%
to repurchase 
FHLB borrowed     136,312    4,364     3.20%     150,146    483       0.32%
funds 
Subordinated      39,852     1,774     4.45%     44,331     2,160     4.87%
debentures 
Total
interest-bearing  2,892,642  21,535    0.74%     2,713,006  30,551    1.13%
liabilities 
Non-interest
bearing                                                                
liabilities 
Non-interest      569,017                        443,781               
bearing deposits
Other             22,946                         26,870                
liabilities 
Total             3,484,605                      3,183,657             
liabilities 
Shareholders'     494,118                        474,599               
equity 
Total
liabilities and   $                              $                     
shareholders'    3,978,723                      3,658,256
equity 
Net interest                           4.60%                          4.55%
spread 
Net interest
income and                   $ 160,075 4.70%                $ 145,722 4.69%
margin - FTE 

CONTACT: Brian S. Davis
         Chief Accounting Officer &
         Investor Relations Officer
         Home BancShares, Inc.
         (501) 328-4770
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