The morning brief, in your inbox before you sit down.

New deals · status changes · contested meetings · activist filings. Sent 7am ET on weekdays. Preview today’s

Morning Report
Today's Brief

Stellar Bancorp, Inc.

STEL/Prosperity Bancshares, Inc.PB

Prosperity Bancshares to acquire Stellar Bancorp for ~$2.0B in mixed consideration

$2.0BMixedDefinitive Proxyhigh confidence

Key takeaways

  • Prosperity Bancshares, Inc. acquires Stellar Bancorp, Inc. — $2.0B aggregate (mixed).

Merger Arbeconomics, downside, days

Deal value

$2.0B

mixed

Per-share offer

Premium

Days to close

Term fee

ConsiderationMixed
AnnouncedApr 24, 2026
Days outstanding84d
Expected close
Termination fee
Reverse term fee
Go-shop period
Fiduciary out
Financing condition
Debt commitment
Insider lock-up

Timelineannounced → close
  1. Announced

    Apr 24, 2026

  2. Preliminary Proxy

  3. Definitive Proxy

  4. Record date

  5. Shareholder vote

  6. Expected close


Vote Mechanicsrecord / mailing / vote
Vote required
Vote date
Record date
Mailing date
Record → vote
Threshold
Min approvalparsed
Shares outstanding
Insider lock-up

Regulatory & ConditionsHSR / EU / CFIUS / MAC

No regulatory or closing-conditions data extracted yet. The merger agreement Exhibit 10.1 contains this in the “Conditions to Closing” and “Regulatory Approvals” articles.


Closing Conditionsapprovals · vote · financing · lockups

No closing-condition data extracted.


Interloper Riskcompeting bids, activist filers

No competing-bidder, activist, or dissident-proxy signals in the database for this target.


Advisors

Acquirer side· Prosperity Bancshares, Inc.

Legal

Wachtell, Lipton, Rosen & Katz

  • · Edward D. Herlihy
  • · Matthew T. Carpenter
Edward D. Herlihy, Esq. Matthew T. Carpenter, Esq. Wachtell, Lipton, Rosen & Katz 51 West 52nd Street New York, New York 10019 (212) 403-1000

Norton Rose Fulbright US LLP

  • · Michael G. Keeley
  • · Blake H. Redwine
  • · Evan P. Hardee
Michael G. Keeley, Esq. Blake H. Redwine, Esq. Evan P. Hardee, Esq. Norton Rose Fulbright US LLP 2200 Ross Avenue, Suite 3600 Dallas, Texas 75201 (214) 855-8000

Target side· Stellar Bancorp, Inc.

None on record


Counterparty Historyprior deals in DB
FirmRoleSideDeals in DB
Wachtell, Lipton, Rosen & KatzLegalAcquirer3View deals →
Norton Rose Fulbright US LLPLegalAcquirer2View deals →

Filing Timelineevery filing on this issuer
  1. Apr 24, 2026this filing

    Prosperity Bancshares to acquire Stellar Bancorp for ~$2.0B in mixed consideration

  2. Apr 24, 2026

    Prosperity Bancshares to acquire Stellar Bancorp for ~$2.0B in mixed consideration

  3. Apr 24, 2026

    Stellar Bancorp to merge with Prosperity Bancshares for $2.0B


Filing Trailcross-reference table
DateFormSectionHeadlineStatus
Apr 24, 2026definitiveProsperity Bancshares to acquire Stellar Bancorp for ~$2.0B in mixed considerationvote_scheduled
Apr 24, 2026definitiveStellar Bancorp to merge with Prosperity Bancshares for $2.0Bvote_scheduled

Comparablessimilar size band, definitive
AnnouncedTargetAcquirerValueConsid.PremiumTerm Fee %
Apr 24, 2026Stellar Bancorp, Inc.(STEL)Prosperity Bancshares, Inc.$2.0Bmixed
Apr 24, 2026Stellar Bancorp, Inc.(STEL)Prosperity Bancshares, Inc.$2.0Bmixed
Apr 24, 2026BOXABL Inc.FG Merger II Corp.$3.5Bmixed
May 1, 2026Esperion Therapeutics, Inc.(ESPR)ARCHIMED$1.1Bmixed+58.0%
May 1, 2026Esperion Therapeutics, Inc.(ESPR)ARCHIMED$1.1Bmixed+58.0%
May 1, 2026Resulticks Global Companies Pte LimitedDiginex Limited$1.5Bstock
May 1, 2026Resulticks Global Companies Pte LimitedDiginex Limited$1.5Bstock
Apr 24, 2026Enhabit, Inc.(EHAB)Kinderhook Industries, LLC (via Anchor Parent, LLC and Anchor Merger Sub, Inc.)$1.4Bcash+33.8%
Apr 24, 2026Enviri CorporationVeolia Environnement S.A.$3.0Bcash
Apr 24, 2026CoinShares International LimitedVine Hill Capital Investment Corp.$1.2Bstock

Sources

Prosperity Bancshares, Inc. has agreed to acquire Stellar Bancorp, Inc. in an all-stock and cash transaction pursuant to a merger agreement dated January 27, 2026. Stellar shareholders will receive $11.36 per share in cash plus 0.3803 shares of Prosperity common stock per share owned, representing approximately $39.08 in total value per share and $2.0 billion on an aggregate basis based on Prosperity's closing price of $72.90 on January 27, 2026. The transaction requires approval by Stellar shareholders at a special meeting to be held at Stellar's headquarters in Houston, Texas.

Item id: e3c3edd3-d939-4ced-aef8-553c27630f85 · ingested Apr 24, 2026