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Great Southern Bancorp (GSBC)
NASDAQ:GSBC
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Great Southern Bancorp (GSBC) AI Stock Analysis

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GSBC

Great Southern Bancorp

(NASDAQ:GSBC)

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Neutral 66 (OpenAI - Gpt-5.6Sol)
Rating:66Neutral
Price Target:
$87.00
â–²(10.59% Upside)
Action:Reiterated
Date:09/17/26
GSBC scores as above-average primarily due to solid underlying profitability and a reasonable valuation (P/E ~13.3 with a ~2.14% dividend). The score is held back by weakening recent financial momentum (lower revenue/net income, sharply lower TTM free cash flow, and higher leverage) and a mixed earnings-call picture featuring earnings declines and balance-sheet contraction despite strong capital and asset quality.
Positive Factors
Solid profitability and returns
Healthy margins and consistent returns on equity indicate that Great Southern retains a profitable core banking model. This earnings base can support capital formation and shareholder distributions, while providing a foundation to absorb moderate revenue pressure over the next several quarters.
Negative Factors
Declining revenue and earnings
Lower revenue, net interest income, and quarterly earnings indicate that current earnings power is not expanding despite solid underlying profitability. Continued weakness would reduce internal capital generation and make future expense savings more important to sustaining returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Solid profitability and returns
Healthy margins and consistent returns on equity indicate that Great Southern retains a profitable core banking model. This earnings base can support capital formation and shareholder distributions, while providing a foundation to absorb moderate revenue pressure over the next several quarters.
Read all positive factors

Great Southern Bancorp (GSBC) vs. SPDR S&P 500 ETF (SPY)

Great Southern Bancorp Business Overview & Revenue Model

Company Description
Great Southern Bancorp, Inc. functions as the bank holding company for Great Southern Bank, delivering a wide array of financial services across the United States. For depositors, the institution offers various account types, including standard sa...
How the Company Makes Money
Great Southern Bancorp primarily makes money through Great Southern Bank’s core banking activities. The largest driver of earnings is typically net interest income: the bank earns interest and fees on loans (including residential mortgages, commer...

Great Southern Bancorp Earnings Call Summary

Earnings Call Date:Jul 15, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 21, 2026
Earnings Call Sentiment Neutral
The call presented a mixed picture: the bank demonstrated resilience with an expanded net interest margin, strong capital ratios and low nonperforming assets, and a robust loan pipeline. However, these positives were offset by meaningful declines in quarterly net income and EPS, sequential and year-to-date loan and deposit reductions, rising noninterest expense (even after excluding one-time items), and a charge-off in the quarter. Management is taking cost actions (branch consolidations, workforce reductions) expected to produce savings beginning Q4 2026, but near-term earnings and balance sheet volatility remain notable.
Positive Updates
Net Interest Margin Expansion
Annualized net interest margin expanded to 3.76% in Q2 2026 from 3.68% in Q2 2025 and 3.71% in Q1 2026, reflecting disciplined funding cost management despite headwinds (absence of $2.0M prior swap income).
Negative Updates
Quarterly Net Income and EPS Decline
Preliminary Q2 2026 net income was $15.8 million ($1.43 diluted EPS) versus $19.8 million ($1.72) in Q2 2025 — a decline of ~$4.0 million (~20.2% in net income; EPS down ~16.9% year-over-year). First-half 2026 net income also fell to $33.3 million vs $36.9 million in first-half 2025.
Read all updates
Q2-2026 Updates
Negative
Net Interest Margin Expansion
Annualized net interest margin expanded to 3.76% in Q2 2026 from 3.68% in Q2 2025 and 3.71% in Q1 2026, reflecting disciplined funding cost management despite headwinds (absence of $2.0M prior swap income).
Read all positive updates
Company Guidance
The company’s forward-looking guidance focused primarily on cost savings, capital allocation and tax expectations: management expects the planned consolidation of 9 branches and related workforce reductions to generate $4.4–$4.8 million of annual noninterest expense savings beginning in Q4 2026 and roughly $2.3–$2.7 million of annual pretax income improvement (Q4 start), after incurring $2.1 million of one‑time costs in Q2 (a $1.4M valuation allowance, $561K severance and $163K lease expense); core noninterest expense in Q2 was $36.1M (total $38.2M). They reiterated no loan loss provision for the period (provision for unfunded commitments was $8K), an allowance for credit losses of 1.46% of loans, NPAs at $9.4M (0.17% of assets), and a strong liquidity/capital position (total assets ~$5.52B, deposits ~$4.3B with $665M uninsured/15.5%, loan commitments $1.07B including $532M unfunded construction, secured borrowing availability FHLB $1.23B and FRB $320M, cash equivalents $180M, stockholders’ equity $642M or 11.6% of assets, book value $58.95). Management also said it expects a combined federal/state effective tax rate of roughly 18.0%–19.5% going forward and will continue to evaluate capital uses (remaining repurchase authorization ~304K shares) while declining to provide specific loan‑growth guidance given payoff volatility.

Great Southern Bancorp Financial Statement Overview

Summary
Profitability is solid for a regional bank (TTM net margin ~21%, EBIT margin ~23%, ROE ~10–12%), but recent trends are weaker: revenue and net income are modestly lower, free cash flow dropped sharply in TTM (down ~36%), and leverage has increased (debt-to-equity rising to ~0.80), reducing balance-sheet flexibility.
Income Statement
68
Positive
Balance Sheet
62
Positive
Cash Flow
57
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue318.36M343.30M355.26M326.91M261.12M236.99M
Gross Profit219.47M229.76M216.99M226.37M227.57M222.00M
EBITDA80.45M95.81M84.45M94.66M103.88M105.50M
Net Income67.30M70.97M61.81M67.80M75.95M74.63M
Balance Sheet
Total Assets5.52B5.60B5.98B5.81B5.68B5.45B
Cash, Cash Equivalents and Short-Term Investments97.20M661.99M729.13M689.54M659.11M1.22B
Total Debt511.25M405.17M166.34M172.81M277.98M238.32M
Total Liabilities4.88B4.96B5.38B5.24B5.15B4.83B
Stockholders Equity641.60M636.13M599.57M571.83M533.09M616.75M
Cash Flow
Free Cash Flow44.09M66.24M39.14M73.40M46.47M79.24M
Operating Cash Flow54.54M77.71M44.06M80.70M66.58M84.98M
Investing Cash Flow252.81M370.99M-175.39M-88.21M-801.28M190.71M
Financing Cash Flow-373.28M-454.90M115.75M50.32M185.95M-122.15M

Great Southern Bancorp Technical Analysis

Technical Analysis Sentiment
Negative
Last Price78.67
Price Trends
50DMA
79.13
Negative
100DMA
76.26
Positive
200DMA
69.57
Positive
Market Momentum
MACD
-0.27
Positive
RSI
41.73
Neutral
STOCH
22.35
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GSBC, the sentiment is Negative. The current price of 78.67 is below the 20-day moving average (MA) of 78.74, below the 50-day MA of 79.13, and above the 200-day MA of 69.57, indicating a neutral trend. The MACD of -0.27 indicates Positive momentum. The RSI at 41.73 is Neutral, neither overbought nor oversold. The STOCH value of 22.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GSBC.

Great Southern Bancorp Risk Analysis

Great Southern Bancorp disclosed 35 risk factors in its most recent earnings report. Great Southern Bancorp 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

Great Southern Bancorp Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
$764.38M11.7710.88%1.22%-2.39%11.79%
74
Outperform
$905.73M11.488.02%2.63%20.29%19.48%
74
Outperform
$929.37M15.259.62%2.82%6.50%28.40%
73
Outperform
$989.84M10.839.85%1.97%8.88%11.73%
72
Outperform
$1.04B12.7315.92%2.24%18.89%38.49%
66
Neutral
$845.10M12.8610.58%2.22%-8.87%3.26%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GSBC
Great Southern Bancorp
77.55
17.80
29.79%
MPB
Mid Penn Bancorp
35.75
7.91
28.39%
TRST
TrustCo Bank
54.58
19.41
55.19%
HTB
Hometrust Bancshares
45.79
5.36
13.25%
BFST
Business First Bancshares
30.41
7.30
31.58%
FSBC
Five Star
42.36
10.91
34.67%

Great Southern Bancorp Corporate Events

Business Operations and StrategyDividends
Great Southern Bancorp Declares Consistent Third-Quarter Dividend
Positive
Sep 16, 2026
On September 16, 2026, Great Southern Bancorp, Inc. declared a third-quarter cash dividend of $0.43 per common share, maintaining its regular capital return to investors. The dividend will be paid on October 14, 2026, to shareholders of record on ...
Dividends
Great Southern Bancorp Declares Second-Quarter 2026 Cash Dividend
Positive
Jun 17, 2026
On June 17, 2026, Great Southern Bancorp, Inc. announced that its board of directors declared a second-quarter cash dividend of $0.43 per common share for the calendar year ending December 31, 2026. The dividend, marking the company’s 146th ...
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: Sep 17, 2026