Southside Bancshares, Inc. (SBSI)

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Southside Bancshares, Inc. (SBSI) is up 6.7% since the beginning of the year. At $32 per share, SBSI is trading 8.1% below its 52-week high of $35. Investors who bought $1,000 worth of SBSI shares 5 years ago would now be looking at an investment worth $923.

Southside Bancshares, Inc. (SBSI) has returned 6.73% so far this year and 18.57% over the past 12 months. Over the last ten years, SBSI has returned 4.82% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since May 13, 1998, SBSI's average daily return is +0.07%, while the average monthly return is +1.21%. At this rate, an investment would double in approximately 4.8 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jul 2023 with a return of +27.0%, while the worst month was Jan 2009 at -19.1%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SBSI closed higher 48% of trading days. The best single day was Nov 21, 2008 with a return of +14.8%, while the worst single day was Dec 1, 2008 at -15.5%.

Southside Bancshares, Inc. has an annualized alpha of 10.84%, beta of 0.83, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since May 14, 1998.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (59.69%) than losses (28.08%) - typical of diversified or defensive assets.
• R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SBSI ranks 64 for risk / return — better than 64% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Southside Bancshares, Inc. (SBSI) and compare them to S&P 500 Index.

Southside Bancshares, Inc. provided a 4.54% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The company has been increasing its dividends for 10 consecutive years.

The table displays the monthly dividend distributions for Southside Bancshares, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Southside Bancshares, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Southside Bancshares, Inc. was 46.14%, occurring on Mar 9, 2009. Recovery took 58 trading sessions.

The current Southside Bancshares, Inc. drawdown is 13.25%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Southside Bancshares, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Southside Bancshares, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.