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International Bancshares Corp. (IBOC)
NASDAQ:IBOC
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International Bancshares (IBOC) AI Stock Analysis

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IBOC

International Bancshares

(NASDAQ:IBOC)

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Outperform 72 (OpenAI - 5.2)
Rating:72Outperform
Price Target:
$83.00
â–²(8.09% Upside)
Action:Reiterated
Date:08/07/26
The score is primarily driven by strong financial performance (high profitability and strong cash conversion), partially offset by the sharp TTM revenue decline and some TTM data inconsistencies. Technical indicators are mixed-to-soft, while valuation is supportive (moderate P/E plus dividend). Corporate events add a modest positive tilt due to capital return and governance-related updates.
Positive Factors
High profitability
Persistently high net margins and resilient annual earnings indicate a profitable banking franchise with the capacity to absorb operating pressures. This supports internal capital formation and provides a durable earnings base over the next several quarters.
Negative Factors
Sharp revenue decline
A substantial top-line contraction raises concern about loan growth, spread income, or fee momentum. If the decline persists, it could pressure earnings durability and weaken the operating leverage that currently supports the company’s high margins.
Read all positive and negative factors
Positive Factors
Negative Factors
High profitability
Persistently high net margins and resilient annual earnings indicate a profitable banking franchise with the capacity to absorb operating pressures. This supports internal capital formation and provides a durable earnings base over the next several quarters.
Read all positive factors

International Bancshares (IBOC) vs. SPDR S&P 500 ETF (SPY)

International Bancshares Business Overview & Revenue Model

Company Description
International Bancshares Corporation (IBC), functioning as a financial holding company, delivers a comprehensive array of commercial and retail banking services. The institution facilitates checking and savings deposits and extends various loan pr...
How the Company Makes Money
IBOC makes money primarily through its banking subsidiaries by (1) earning interest income on loans and investment securities and (2) collecting fees for banking services. The largest driver is net interest income: the bank gathers funds largely f...

International Bancshares Financial Statement Overview

Summary
Strong profitability and cash generation support the score: net margins remain very high (TTM net margin above 50%) and free cash flow closely tracks net income (strong cash earnings quality) with improving TTM cash flow. The main risk factor is a sharp TTM revenue decline (~25%), and some TTM data gaps/inconsistencies (balance sheet and certain cash-flow coverage fields) reduce confidence in the most up-to-date picture.
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
83
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.06B1.05B1.04B970.10M712.91M620.43M
Gross Profit837.95M824.69M801.84M798.87M653.11M585.64M
EBITDA548.43M543.71M531.24M545.46M404.46M347.36M
Net Income413.26M412.29M409.17M411.77M300.23M253.92M
Balance Sheet
Total Assets17.02B16.68B15.74B15.07B15.50B16.05B
Cash, Cash Equivalents and Short-Term Investments451.16M536.49M5.34B5.47B6.51B7.42B
Total Debt731.02M704.74M654.73M650.03M576.78M1.01B
Total Liabilities13.65B13.43B12.94B12.62B13.46B13.74B
Stockholders Equity3.38B3.25B2.80B2.45B2.04B2.31B
Cash Flow
Free Cash Flow452.82M472.94M459.80M446.94M368.73M281.29M
Operating Cash Flow470.05M491.06M473.95M474.43M387.94M291.68M
Investing Cash Flow-870.05M-591.69M-985.06M-1.07B-992.03M-915.89M
Financing Cash Flow119.24M284.47M212.71M-843.89M-517.43M1.84B

International Bancshares Technical Analysis

Technical Analysis Sentiment
Negative
Last Price76.79
Price Trends
50DMA
74.40
Negative
100DMA
72.85
Negative
200DMA
70.24
Positive
Market Momentum
MACD
-0.94
Positive
RSI
34.02
Neutral
STOCH
13.25
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IBOC, the sentiment is Negative. The current price of 76.79 is above the 20-day moving average (MA) of 73.24, above the 50-day MA of 74.40, and above the 200-day MA of 70.24, indicating a neutral trend. The MACD of -0.94 indicates Positive momentum. The RSI at 34.02 is Neutral, neither overbought nor oversold. The STOCH value of 13.25 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IBOC.

International Bancshares Risk Analysis

International Bancshares disclosed 32 risk factors in its most recent earnings report. International Bancshares reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

International Bancshares Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$4.27B11.5710.33%2.84%4.05%38.82%
74
Outperform
$5.84B10.699.86%3.08%20.11%273.05%
74
Outperform
$4.80B14.9517.06%1.68%3.05%28.29%
72
Outperform
$4.45B10.7912.67%1.86%2.17%0.36%
72
Outperform
$3.78B14.9613.44%1.68%4.09%6.79%
72
Outperform
$4.26B12.7710.04%0.20%3.11%205.59%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IBOC
International Bancshares
70.81
-0.18
-0.25%
ASB
Associated Banc-Corp
30.82
5.04
19.56%
BANF
BancFirst
111.09
-19.50
-14.93%
TCBI
Texas Capital Bancshares
98.59
12.08
13.96%
UCB
United Community Banks
35.11
3.00
9.35%
SFBS
ServisFirst Bancshares
43.13
-0.64
-1.47%

International Bancshares Corporate Events

DividendsRegulatory Filings and Compliance
International Bancshares Declares Quarterly Cash Dividend to Shareholders
Positive
Aug 3, 2026
International Bancshares Corporation announced on August 3, 2026, that its board of directors had approved on July 31, 2026, a cash dividend of $0.73 per share on its common stock, payable on August 28, 2026, to shareholders of record as of the cl...
Executive/Board ChangesShareholder Meetings
International Bancshares Shareholders Back Directors and Governance Measures
Positive
May 20, 2026
On May 18, 2026, International Bancshares Corporation held its 2026 Annual Meeting of Shareholders, where investors voted on the election of eight directors, the ratification of RSM US LLP as independent auditor for the fiscal year ending December...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 07, 2026