State Commercial Banks · SIC 6022

INTERNATIONAL BANCSHARES CORP

IBOC

Watch

Latest revenue

$83.4M

as of 2026-03-31

Latest net income

$102.2M

as of 2026-03-31

Net margin

122.5%

as of 2026-03-31

7.3
of 10

ActaClear Score

Above avg
#23 of 212 in State Commercial Banks
new
Profitability·25%
9.1
Growth·15%
5.2
Value·20%
6.7
Quality·20%
Momentum·20%
7.4

Computed from 5 years of SEC fundamentals + latest market data, ranked within State Commercial Banks (212 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.35
Price / FV

Fair value · DCF

Deeply undervalued
~184% upside at this growth
12.8% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$73.00
DCF fair value
$208
FCF base (last FY)
$412.29M
Net debt
$-536.49M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Community sentiment

Where do you think IBOC is heading?

1 month
6 months
12 months
5 years
Sign in free to vote and see community sentiment

Price · 5Y

+17.4% / yr 2.3 pts / yr vs S&P 500 89.3% total
Compare:

Live market

delayed ≤15 min
$73.00
0.08%
Market cap
$4.54B
Enterprise value
$3.95B
P/E (trailing)
11.0×
Forward P/E
P/B
1.38×
Dividend yield
2.0%
52-wk high
$75.44
52-wk low
$61.15
Beta
Shares out
62.2M

5-year trend

What this company does

AI

Item 1. Business General We are a registered multibank financial holding company providing a diversified range of commercial and retail banking services in our main banking and branch facilities located in north, south, central, and southeast Texas and the State of Oklahoma. We were organized and we operate as a bank holding company within the meaning of the Bank Holding Company Act of 1956 (BHCA). As a bank holding company, we may own one or more banks and may engage in activities closely related to banking. In this regard, we are subject to supervision and regulation by the Board of Governors of the Federal Reserve System (FRB). In addition, all five of our wholly owned banking…

AI summary unavailable — showing raw filing excerpt

Generated from IBOC's filing dated 2026-02-26

Key risks

AI

Item 1A. Risk Factors Risk Factors An investment in the Company’s common stock involves risks. The following is a description of the material risks and uncertainties that the Company believes affect its business and an investment in its common stock. If any of the risks described below were to occur, our financial condition, results of operations and cash flows could be materially and adversely affected. If this were to happen, the value of the common stock could decline significantly and all or part of an investment could be lost. Risks Related to Our Business Our allowance for probable loan losses may be insufficient. The determination of an appropriate level of loan loss allowance is an…

AI summary unavailable — showing raw filing excerpt

Generated from IBOC's filing dated 2026-02-26

Profitability

Net margin

39.0%

0.5%

Return on equity

12.7%

24.1%

Return on assets

9370.3%

360334.0%

Leverage

Debt / equity

-1.00×

118.4%

Debt / assets

-73800.9%

87492.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$83.4M+7.1%$102.2M+5.5%122.5%

Q4 2025

2025-12-31

$884.0M+1.7%$106.9M-7.1%12.1%

Q3 2025

2025-09-30

$50.4M+4.0%$108.4M+8.6%215.1%

Q2 2025

2025-06-30

$43.7M-6.2%$100.1M+3.3%229.1%

Q1 2025

2025-03-31

$77.9M-0.7%$96.9M-0.5%124.3%

Q4 2024

2024-12-31

$869.3M$115.1M13.2%

Q3 2024

2024-09-30

$48.5M-3.3%$99.8M-3.4%205.9%

Q2 2024

2024-06-30

$46.6M+14.1%$97.0M-3.5%208.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

State Commercial Banks · SIC 6022

No data yet for industry average

Your notes

Keep private notes on IBOC — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$9.0M

Net activity

−$9.0M

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-21

Larry A Norton

Director

Sale10,000$72.00$720.0K
2025-08-15

Antonio R Sanchez JR

Director

Sale40,000$68.12$2.7M
2025-08-14

Antonio R Sanchez JR

Director

Sale80,000$69.83$5.6M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns IBOC

Institutional value

$1.61B

Total shares held

24.2M

Distinct holders

172

-93 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.6M$447.1M-64.8K (-1.0%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC3.4M$228.9MNew
3DIMENSIONAL FUND ADVISORS LP3.2M$214.4M+9.5K (+0.3%)Added
4VANGUARD CAPITAL MANAGEMENT LLC2.5M$166.5MNew
5FIRST TRUST ADVISORS LP1.1M$76.5M-226.6K (-16.6%)Trimmed
6Boston Trust Walden Corp1.1M$73.2M-104.2K (-8.7%)Trimmed
7REINHART PARTNERS, LLC.745.7K$50.2M+6.4K (+0.9%)Added
8Polaris Capital Management, LLC463.0K$31.2M-14.3K (-3.0%)Trimmed
9Bank of New York Mellon Corp448.3K$30.2M-3.7K (-0.8%)Trimmed
10Invesco Ltd.385.6K$26.0M+118.1K (+44.2%)Added
11ProShare Advisors LLC367.1K$24.7M-135.7K (-27.0%)Trimmed
12VANGUARD FIDUCIARY TRUST CO356.0K$24.0MNew
13UBS Group AG172.7K$11.6M+46.1K (+36.4%)Added
14RHUMBLINE ADVISERS168.2K$11.3M+1.7K (+1.0%)Added
15Kovack Advisors, Inc.140.2K$9.5M-161.0K (-53.5%)Trimmed
16FRANKLIN RESOURCES INC132.7K$8.9M+126.7K (+2137.0%)Added
17Eldred Rock Partners, LLC127.5K$8.6M+0 (+0.0%)No change
18JPMORGAN CHASE & CO127.1K$8.5M-42.1K (-24.9%)Trimmed
19Nuveen, LLC125.9K$8.5M+5.1K (+4.2%)Added
20PRINCIPAL FINANCIAL GROUP INC121.8K$8.2M+4.5K (+3.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once IBOC's latest filing finishes processing.

Investor sentiment
No votes yet
0 this week · 0 total

Sign in to vote. Votes use 7-day half-life decay.

What matters about IBOC?
Tap any that apply. Aggregates show what other investors flag.

Sign in to tap. 7-day half-life decay.

Latest filing impact
After reading, did this filing make you: