Hilltop

Q2 FY2026 EarningsFY26 Q2 beat consensus across key top and bottom-line metrics: net revenue of $315.8M exceeded the $306.2M expected, while diluted EPS of $0.63 significantly outperformed the $0.49 consensus. The beat was driven by a strong Broker-Dealer performance (+15% YoY noninterest income) and resilient Banking net interest margins (3.42%), which mitigated a $2.0M pre-tax loss in Mortgage Origination. Management signaled high confidence in capital returns by increasing the share repurchase authorization to $200M and raising the quarterly dividend by 10%.