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Horizon Bancorp Inc. /In/ (HBNC) Stock Fundamental Analysis & AI Rating 2026

HBNC Nasdaq State Commercial Banks IN CIK: 0000706129
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 22, 2026 (in 6 days) • After-hours ET • EPS est. $0.48 (vs $0.54 prior year) • All earnings →
Combined AI Rating
SELL
76% Confidence
AGREEMENT
STRONG SELL
82% Conf
SELL
70% Conf

📊 HBNC Key Takeaways

Revenue: $362.8M
Net Margin: -41.5%
Free Cash Flow: $74.3M
Current Ratio: N/A
Debt/Equity: 0.36x
EPS: $-3.24
AI Rating: STRONG SELL with 82% confidence
Horizon Bancorp Inc. /In/ (HBNC) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $362.8M, net profit margin of -41.5%, and return on equity (ROE) of -21.9%, Horizon Bancorp Inc. /In/ demonstrates mixed fundamentals in the Finance sector. Below is our complete HBNC stock analysis for 2026.

Is Horizon Bancorp Inc. /In/ (HBNC) a Good Investment?

Claude

Horizon Bancorp faces a severe profitability crisis with -41.5% net margin and -$201.2M operating loss despite 58% revenue growth, indicating fundamental operational or asset quality deterioration. Catastrophic EPS deterioration (-505% YoY) and negative equity returns (-21.9% ROE) are destroying shareholder value, though positive cash flow and moderate leverage (0.36x) provide temporary financial runway.

ChatGPT

Revenue jumped, but profitability collapsed with deeply negative operating and net margins, negative ROE/ROA, and weak interest coverage—pointing to elevated credit costs and/or impairments and funding pressure. While capitalization appears reasonable and operating cash flow is positive, earnings quality must normalize before fundamentals are attractive.

Why Buy Horizon Bancorp Inc. /In/ Stock? HBNC Key Strengths

Claude
  • + Positive operating cash flow of $79.2M and free cash flow of $74.3M despite net losses
  • + Moderate leverage at 0.36x Debt/Equity provides financial flexibility and borrowing capacity
  • + Substantial asset base of $6.4B with adequate liquidity of $139.5M in cash equivalents
ChatGPT
  • + Strong YoY revenue growth (+58%)
  • + Adequate capitalization (equity ~11% of assets) with modest long-term debt
  • + Positive operating cash flow and solid FCF margin

HBNC Stock Risks: Horizon Bancorp Inc. /In/ Investment Risks

Claude
  • ! Severe profitability collapse with -41.5% net margin and -$150.5M net loss eroding equity base
  • ! Catastrophic EPS deterioration of -505% YoY signals fundamental business breakdown requiring urgent intervention
  • ! Negative interest coverage ratio (-4.8x) indicates inability to service debt from operations; non-cash losses suggest asset quality deterioration typical of banking stress
  • ! Persistent operating losses will rapidly consume equity capital and threaten financial stability if not reversed
ChatGPT
  • ! Persistently negative profitability from credit losses/impairments
  • ! Net interest margin pressure from rising deposit/funding costs
  • ! Capital erosion if losses continue and credit quality deteriorates

Key Metrics to Watch

Claude
  • * Operating margin trajectory and net income path to profitability
  • * Non-performing loan ratios and loan loss provision trends
  • * Deposit base stability and funding costs
  • * Equity capital ratio and minimum regulatory capital maintenance
  • * Return to positive operating income and normalized margins
ChatGPT
  • * Provision for credit losses and net charge-offs
  • * Net interest margin (NIM) and deposit cost/beta

Horizon Bancorp Inc. /In/ (HBNC) Financial Metrics & Key Ratios

Revenue
$362.8M
Net Income
$-150.5M
EPS (Diluted)
$-3.24
Free Cash Flow
$74.3M
Total Assets
$6.4B
Cash Position
$139.5M

💡 AI Analyst Insight

The 20.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

HBNC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -55.4%
Net Margin -41.5%
ROE -21.9%
ROA -2.3%
FCF Margin 20.5%

HBNC vs Finance Sector: How Horizon Bancorp Inc. /In/ Compares

How Horizon Bancorp Inc. /In/ compares to Finance sector averages

Net Margin
HBNC -41.5%
vs
Sector Avg 25.0%
HBNC Sector
ROE
HBNC -21.9%
vs
Sector Avg 12.0%
HBNC Sector
Current Ratio
HBNC 0.0x
vs
Sector Avg 1.2x
HBNC Sector
Debt/Equity
HBNC 0.4x
vs
Sector Avg 2.0x
HBNC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Horizon Bancorp Inc. /In/ Stock Overvalued? HBNC Valuation Analysis 2026

Based on fundamental analysis, Horizon Bancorp Inc. /In/ has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-21.9%
Sector avg: 12%
Net Profit Margin
-41.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.36x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Horizon Bancorp Inc. /In/ Balance Sheet: HBNC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.36x
Debt/Assets
89.3%
Interest Coverage
-4.79x
Long-term Debt
$248.6M

HBNC Revenue & Earnings Growth: 5-Year Financial Trend

HBNC 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Horizon Bancorp Inc. /In/'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.64 reflects profitable operations.

HBNC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
20.5%
Free cash flow / Revenue

Horizon Bancorp Inc. /In/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$79.2M
Cash generated from operations
Capital Expenditures
$5.0M
Investment in assets
Dividends Paid
$29.5M
Returned to shareholders

HBNC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Horizon Bancorp Inc. /In/ (CIK: 0000706129)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 8-K hbnc-20260401.htm View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774382778.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774382773.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774382765.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774382757.xml View →

Frequently Asked Questions about HBNC

What is the AI rating for HBNC?

Horizon Bancorp Inc. /In/ (HBNC) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HBNC's key strengths?

Claude: Positive operating cash flow of $79.2M and free cash flow of $74.3M despite net losses. Moderate leverage at 0.36x Debt/Equity provides financial flexibility and borrowing capacity. ChatGPT: Strong YoY revenue growth (+58%). Adequate capitalization (equity ~11% of assets) with modest long-term debt.

What are the risks of investing in HBNC?

Claude: Severe profitability collapse with -41.5% net margin and -$150.5M net loss eroding equity base. Catastrophic EPS deterioration of -505% YoY signals fundamental business breakdown requiring urgent intervention. ChatGPT: Persistently negative profitability from credit losses/impairments. Net interest margin pressure from rising deposit/funding costs.

What is HBNC's revenue and growth?

Horizon Bancorp Inc. /In/ reported revenue of $362.8M.

Does HBNC pay dividends?

Horizon Bancorp Inc. /In/ pays dividends, with $29.5M distributed to shareholders in the trailing twelve months.

Where can I find HBNC SEC filings?

Official SEC filings for Horizon Bancorp Inc. /In/ (CIK: 0000706129) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HBNC's EPS?

Horizon Bancorp Inc. /In/ has a diluted EPS of $-3.24.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HBNC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Horizon Bancorp Inc. /In/ has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HBNC stock overvalued or undervalued?

Valuation metrics for HBNC: ROE of -21.9% (sector avg: 12%), net margin of -41.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy HBNC stock in 2026?

Our dual AI analysis gives Horizon Bancorp Inc. /In/ a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HBNC's free cash flow?

Horizon Bancorp Inc. /In/'s operating cash flow is $79.2M, with capital expenditures of $5.0M. FCF margin is 20.5%.

How does HBNC compare to other Finance stocks?

Vs Finance sector averages: Net margin -41.5% (avg: 25%), ROE -21.9% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI