HECKER MARK E sold $203K of SMBC (indirect holdings)

Southern Missouri Bancorp reported Q4 FY2026 diluted EPS of $1.83, up 31.7% YoY and $0.23 sequentially. It reported annualized ROA 1.57% and ROE 14.0%. The board raised the quarterly dividend to $0.27 per share. FY2026 included $18.6M share repurchases and net loans of $4.3B.

SMBC Aviation Capital ordered 100 Boeing 737 MAX jets, including 60 737-10 and 40 737-8, at the Farnborough airshow, according to Boeing and SMBC. SMBC said the 737-10 is its first purchase of the highest-capacity variant and would raise its 737 MAX portfolio to 450 jets. Philippine Airlines also committed to up to 20 Boeing 787 Dreamliners.

Southern Missouri Bancorp’s Q4 call said loan originations were about $335M, up $85M year over year, and the 90-day pipeline rose to about $182M. Net interest margin was 3.67%. Deposits rose $67M QoQ and $126M YoY. Credit costs increased, with net charge-offs $4.3M and allowance $54.9M. The company raised its quarterly dividend to $0.27 and expects mid-single-digit loan growth in FY2027.

Southern Missouri Bancorp reported preliminary Q4 FY2026 net income of $20.3 million, up 28.5% year over year, and diluted EPS of $1.83 versus $1.56 consensus. Quarterly sales were $51.765 million versus $51.139 million consensus. Full-year net income rose 22.6% to $71.8 million; board declared a $0.27 dividend.

SOUTHERN MISSOURI BANCORP, INC. (SMBC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 smbc-20260721xex99d1.htm EX-99.1 Exhibit 99.1 ​ ​ FOR IMMEDIATE RELEASE Contact: Stefan Chkautovich, CFO July 22, 2026 (573) 778-1800 ​ SOUTHERN MISSOURI BANCORP REPORTS PRELIMINARY RESULTS FOR FOURTH QUARTER OF FISCAL 2026; DECLARES QUARTERLY DIVIDEND OF $0.27 PER COMM

SMBC Indonesia said in an Indonesia Stock Exchange filing it will sell a pension loan portfolio worth 19.9 trillion rupiah ($1.12b) to state-owned BTN via two agreements. The deal totals 46.3% of SMBC Indonesia equity (end-2025), below the 50% threshold, so no shareholder approval is needed. SMBC will transfer 12.58 trillion rupiah via TASPEN-managed loans and 7.34 trillion rupiah via ASABRI-managed assets.