Universal Beteiligungs und Servicegesellschaft mbH Takes Position in Southside Bancshares, Inc. $SBSI

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH bought 40,786 shares (~$1.26M) in the fourth quarter, leaving it with roughly 0.14% of Southside Bancshares while institutional investors own about 55.7% of the stock.
• Southside beat Q1 EPS expectations ($0.78 vs. $0.76) but slightly missed revenue ($70.29M vs. $70.92M), reporting a net margin of ~15.85% and ROE of ~10.8%.
• Analysts keep a consensus "Hold" rating with an average price target of $35 after several raises to $34–$35, while management expects mid-single-digit 2026 loan growth and a $2.7B–$2.8B securities balance that could raise duration risk.

Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake in shares of Southside Bancshares, Inc. (NYSE:SBSI - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 40,786 shares of the company's stock, valued at approximately $1,260,000. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.14% of Southside Bancshares at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. EverSource Wealth Advisors LLC grew its holdings in shares of Southside Bancshares by 1,083.8% during the second quarter. EverSource Wealth Advisors LLC now owns 947 shares of the company's stock valued at $28,000 after buying an additional 867 shares in the last quarter. CIBC Private Wealth Group LLC purchased a new position in Southside Bancshares in the third quarter valued at about $45,000. GAMMA Investing LLC grew its stake in Southside Bancshares by 26.6% in the fourth quarter. GAMMA Investing LLC now owns 1,809 shares of the company's stock valued at $55,000 after purchasing an additional 380 shares in the last quarter. Russell Investments Group Ltd. grew its stake in Southside Bancshares by 927.6% in the third quarter. Russell Investments Group Ltd. now owns 2,826 shares of the company's stock valued at $80,000 after purchasing an additional 2,551 shares in the last quarter. Finally, Hantz Financial Services Inc. grew its stake in Southside Bancshares by 41.9% in the third quarter. Hantz Financial Services Inc. now owns 2,855 shares of the company's stock valued at $81,000 after purchasing an additional 843 shares in the last quarter. Hedge funds and other institutional investors own 55.70% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have commented on SBSI shares. Hovde Group boosted their target price on Southside Bancshares from $32.00 to $34.00 and gave the company a "market perform" rating in a research note on Monday, February 2nd. Keefe, Bruyette & Woods boosted their target price on Southside Bancshares from $31.00 to $35.00 and gave the company a "market perform" rating in a research note on Monday, February 2nd. Weiss Ratings restated a "hold (c)" rating on shares of Southside Bancshares in a research note on Friday, March 27th. Piper Sandler started coverage on Southside Bancshares in a research note on Wednesday, April 15th. They issued a "neutral" rating and a $35.00 target price on the stock. Finally, Wall Street Zen upgraded Southside Bancshares from a "sell" rating to a "hold" rating in a research note on Sunday, February 8th. Five investment analysts have rated the stock with a Hold rating, According to data from MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $35.00.

Key Stories Impacting Southside Bancshares

Here are the key news stories impacting Southside Bancshares this week:

• Positive Sentiment: Q1 EPS beat analyst estimates — reported $0.78 vs. a $0.76 consensus; profitability metrics (net margin ~15.6%, ROE ~10.7%) reaffirm core earnings strength. Southside Bancshares (SBSI) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management set forward-looking targets: mid-single-digit loan growth for 2026 and a planned securities balance of $2.7B–$2.8B, signaling disciplined growth and predictable earning-asset mix. Southside targets mid-single-digit 2026 loan growth while projecting $2.7B-$2.8B securities balance
• Positive Sentiment: Earnings-call commentary highlighted continued loan growth and business-line traction, which supports net interest income durability if loan spreads hold. Southside Bancshares Inc (SBSI) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Revenue slightly missed consensus ($70.28M reported vs. $70.92M estimate), suggesting fee or noninterest income softness even as EPS beat. Southside Bancshares earnings release and transcript
• Neutral Sentiment: Street estimate for FY (consensus EPS ~3.24) remains in place — market will watch upcoming quarters to confirm sustainment of margins and payout capacity. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Growth in the securities book to $2.7B–$2.8B could increase interest-rate and duration exposure; if rates decline or portfolio yields lag, net interest margin pressure is possible. Southside targets mid-single-digit 2026 loan growth while projecting $2.7B-$2.8B securities balance

Southside Bancshares Stock Performance

SBSI opened at $34.35 on Friday. The company has a market cap of $1.02 billion, a PE ratio of 14.56 and a beta of 0.59. The stock has a 50-day moving average of $31.65 and a 200-day moving average of $31.00. Southside Bancshares, Inc. has a 52-week low of $26.32 and a 52-week high of $34.53. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.73 and a current ratio of 0.77.

Southside Bancshares (NYSE:SBSI - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.76 by $0.02. The company had revenue of $70.29 million during the quarter, compared to the consensus estimate of $70.92 million. Southside Bancshares had a return on equity of 10.81% and a net margin of 15.85%. As a group, equities research analysts forecast that Southside Bancshares, Inc. will post 3.43 earnings per share for the current fiscal year.

Southside Bancshares Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Thursday, February 19th were paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 4.2%. The ex-dividend date was Thursday, February 19th. Southside Bancshares's dividend payout ratio is 61.02%.

About Southside Bancshares

Southside Bancshares Inc is a bank holding company headquartered in Tyler, Texas. Through its subsidiary, Southside Bank, it provides a broad array of commercial and consumer banking services to individuals and businesses. The company's offerings include deposit products, loan facilities and treasury management solutions tailored to the needs of its clientele. Established in 1974, Southside Bancshares has grown its footprint across East and North Texas while maintaining a community banking focus.

In the commercial banking segment, the company extends financing for real estate development, construction projects, equipment purchases and working capital needs.

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