49,261 UMB Financial Corporation $UMBF Shares Purchased by Moody Aldrich Partners LLC

Key Points

• Moody Aldrich Partners increased its UMB Financial stake by 211.4%, purchasing 49,261 additional shares to own 72,559 shares valued at approximately $9.4 million. Institutional investors collectively hold 87.78% of the company.
• UMB Financial exceeded third-quarter expectations, reporting adjusted EPS of $3.56 versus the $3.22 consensus and revenue of $772.4 million, up 13.9% year over year.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $162.86, while UMB declared a quarterly dividend of $0.50 per share and agreed to acquire El Dorado Savings Bank for approximately $506 million.

Moody Aldrich Partners LLC grew its position in shares of UMB Financial Corporation (NASDAQ:UMBF - Free Report) by 211.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 72,559 shares of the bank's stock after acquiring an additional 49,261 shares during the quarter. UMB Financial comprises 1.8% of Moody Aldrich Partners LLC's portfolio, making the stock its biggest position. Moody Aldrich Partners LLC owned about 0.10% of UMB Financial worth $9,433,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of UMBF. Axiom Investment Management LLC acquired a new position in shares of UMB Financial in the 1st quarter valued at about $28,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in UMB Financial during the 2nd quarter worth approximately $38,000. Allworth Financial LP acquired a new stake in UMB Financial during the 2nd quarter worth approximately $53,000. Root Financial Partners LLC acquired a new stake in UMB Financial during the 3rd quarter worth approximately $53,000. Finally, State of Wyoming purchased a new position in UMB Financial in the second quarter valued at approximately $79,000. 87.78% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on UMBF shares. Wells Fargo & Company reduced their price objective on UMB Financial from $160.00 to $147.00 and set an "equal weight" rating on the stock in a research note on Tuesday, September 29th. JPMorgan Chase & Co. dropped their target price on shares of UMB Financial from $180.00 to $160.00 and set an "overweight" rating for the company in a research report on Thursday, October 1st. Citigroup reaffirmed a "neutral" rating and set a $162.00 target price (up from $144.00) on shares of UMB Financial in a report on Friday, July 31st. Royal Bank Of Canada decreased their price objective on shares of UMB Financial from $170.00 to $168.00 and set an "outperform" rating for the company in a report on Friday, October 9th. Finally, UBS Group began coverage on shares of UMB Financial in a research report on Monday, September 14th. They issued a "neutral" rating and a $155.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $162.86.

Key Stories Impacting UMB Financial

Here are the key news stories impacting UMB Financial this week:

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. UMBF reported adjusted earnings of $3.56 per share, above the $3.22 consensus estimate and up from $2.70 a year earlier. Revenue rose 13.9% year over year to $772.4 million, topping estimates of approximately $744.8 million. UMBF Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Core banking revenue trends were favorable. The earnings beat reflected stronger net interest income and fee income, with reported profitability including a 13.41% return on equity and a 21.64% net margin. UMBF Q3 Earnings Beat on Higher NII
• Positive Sentiment: UMB declared its quarterly dividend. Investors of record on December 10 will receive $0.50 per share on January 4, 2027, equal to $2.00 annualized and a stated 1.5% yield. UMB Declares Quarterly Dividend
• Neutral Sentiment: UMB agreed to acquire El Dorado Savings Bank for approximately $506 million. The deal would expand UMBF’s branch network, but investors may weigh the purchase price, funding, regulatory approval and integration execution before assigning value to the expected growth. UMB to Acquire El Dorado Savings Bank
• Positive Sentiment: Analyst expectations remain above the current market level. A report cited an average price target of $162.86, indicating continued bullish expectations, although targets can change following the acquisition announcement. UMB Financial Average Price Target

Insider Transactions at UMB Financial

In other news, insider Nikki Farentino Newton sold 2,000 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $148.60, for a total transaction of $297,200.00. Following the completion of the transaction, the insider owned 11,981 shares in the company, valued at approximately $1,780,376.60. This represents a 14.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Greg Graves purchased 573 shares of the stock in a transaction dated Tuesday, September 1st. The shares were purchased at an average price of $139.60 per share, with a total value of $79,990.80. Following the transaction, the director directly owned 40,463 shares of the company's stock, valued at approximately $5,648,634.80. The trade was a 1.44% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold 25,544 shares of company stock valued at $3,775,862 over the last three months. 5.33% of the stock is currently owned by company insiders.

UMB Financial Stock Down 1.1%

NASDAQ:UMBF opened at $132.34 on Thursday. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.06. The stock has a 50 day moving average of $136.14 and a 200-day moving average of $131.05. The firm has a market capitalization of $10.05 billion, a PE ratio of 11.02, a price-to-earnings-growth ratio of 0.63 and a beta of 0.82. UMB Financial Corporation has a 52 week low of $68.92 and a 52 week high of $144.36.

UMB Financial (NASDAQ:UMBF - Get Free Report) last announced its quarterly earnings results on Tuesday, October 27th. The bank reported $3.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.22 by $0.34. UMB Financial had a return on equity of 13.41% and a net margin of 21.64%. The business had revenue of $772.39 million for the quarter, compared to the consensus estimate of $744.81 million. During the same quarter last year, the business posted $2.70 EPS. The business's revenue was up 13.9% on a year-over-year basis. Analysts predict that UMB Financial Corporation will post 13.53 EPS for the current year.

UMB Financial Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Thursday, December 10th will be given a $0.50 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $2.00 annualized dividend and a yield of 1.5%. UMB Financial's dividend payout ratio (DPR) is currently 16.65%.

UMB Financial Company Profile

UMB Financial Corporation is a financial holding company headquartered in Kansas City, Missouri. Its principal subsidiary, UMB Bank, provides banking and financial services to individuals, businesses, institutions and government entities. The company serves customers through banking offices and digital channels across the Midwest and other U.S. markets.

UMB Bank offers commercial and personal banking products, including deposit accounts, loans, treasury management, payment services and credit solutions.

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