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David Jason Bishop

Director and Senior Equity Research Analyst at Hovde Capital Advisors LLC

David Jason Bishop is a Director and Senior Equity Research Analyst at Hovde Group, specializing in coverage of regional and community banks such as Atlantic Union Bankshares, S&T Bancorp, and Fulton Financial. Over his tenure, he has actively participated in earnings calls and delivered sector research that informs major institutional investment decisions, with his performance evidenced by successful credit-focused analyses and industry recognition. Bishop has built his analyst career leading up to his current Director role, having joined Hovde Group after prior experience in financial analysis and research roles at other firms. He maintains professional credentials expected at his level, including active FINRA registration and relevant securities licenses.

David Jason Bishop's questions to ServisFirst Bancshares (SFBS) leadership

Question · Q3 2025

David Jason Bishop asked about the factors contributing to higher non-interest expenses, specifically the incentive accruals, and the outlook for compensation costs. He also inquired about opportunities arising from recent M&A activity in the bank's operating regions and the expected effective tax rate following the solar tax credit investment.

Answer

EVP and CFO David Sparacio clarified that the incentive accrual true-up occurred in the second quarter, making Q3 expenses appear higher, and projected Q4 non-interest expenses to be similar to Q3, emphasizing the bank's best-in-class efficiency ratio. President and CEO Tom Broughton noted that opportunities stem from various mergers, not just one, and that 80% of new business comes from existing client referrals. David Sparacio stated the 18.9% effective tax rate is expected to hold for 2025 and aims to keep it below 20% in the foreseeable future, exploring similar tax improvement opportunities.

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