Ruffer LLP Makes New Investment in Bank OZK $OZK

Key Points

• Ruffer LLP acquired a new position of 68,063 shares of Bank OZK in Q4, valued at about $3.14 million and representing roughly 0.06% of the company.
• Bank OZK reported Q1 EPS of $1.44 (missing the $1.46 consensus), revenue of $424.3M (up 2.2% YoY) with net income down 5.1%, and recently paid a $0.47 quarterly dividend (annualized $1.88, ~3.9% yield).
• Institutional investors own about 86.18% of the stock, and Wall Street's consensus rating is "Hold" with an average price target of $56.89.

Ruffer LLP acquired a new position in shares of Bank OZK (NASDAQ:OZK - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 68,063 shares of the company's stock, valued at approximately $3,137,000. Ruffer LLP owned 0.06% of Bank OZK as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Dynamic Technology Lab Private Ltd purchased a new stake in shares of Bank OZK during the third quarter valued at $1,301,000. Allianz Asset Management GmbH purchased a new stake in shares of Bank OZK during the third quarter valued at $2,026,000. JPMorgan Chase & Co. boosted its stake in shares of Bank OZK by 21.8% during the third quarter. JPMorgan Chase & Co. now owns 285,876 shares of the company's stock valued at $14,574,000 after purchasing an additional 51,171 shares during the period. Hussman Strategic Advisors Inc. purchased a new stake in shares of Bank OZK during the third quarter valued at $2,141,000. Finally, Villanova Investment Management Co LLC boosted its stake in shares of Bank OZK by 37.1% during the third quarter. Villanova Investment Management Co LLC now owns 125,780 shares of the company's stock valued at $6,412,000 after purchasing an additional 34,049 shares during the period. 86.18% of the stock is owned by hedge funds and other institutional investors.

Bank OZK Stock Performance

OZK stock opened at $48.52 on Wednesday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.02 and a quick ratio of 1.02. The business has a 50-day moving average price of $46.78 and a 200 day moving average price of $46.95. The company has a market capitalization of $5.43 billion, a P/E ratio of 7.86 and a beta of 0.93. Bank OZK has a 1-year low of $40.46 and a 1-year high of $53.66.

Bank OZK (NASDAQ:OZK - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.46 by ($0.02). The firm had revenue of $424.32 million during the quarter, compared to the consensus estimate of $422.62 million. Bank OZK had a net margin of 25.50% and a return on equity of 12.65%. The business's revenue was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.47 earnings per share. As a group, equities research analysts forecast that Bank OZK will post 6.09 EPS for the current fiscal year.

Bank OZK Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 20th. Investors of record on Monday, April 13th were issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Monday, April 13th. Bank OZK's payout ratio is presently 30.47%.

More Bank OZK News

Here are the key news stories impacting Bank OZK this week:

• Positive Sentiment: Quarterly commentary highlights resilience and positioning to handle short‑term risks, which can reassure investors about capital and liquidity strength. Bank OZK (OZK) Well-Positioned to Tackle with Near-Term Risks
• Positive Sentiment: Bank OZK participated in a $102M Fulton Market construction loan, signaling continued commercial lending activity and deal flow in large markets. Magellan joins Rodrigo d’Escoto venture to snag $102M Fulton Market construction loan
• Positive Sentiment: Community/CRA activity: Bank OZK helped fund affordable housing with a $2M grant contribution, underscoring relationship banking and local franchise strength (limited direct P&L impact but positive for reputation/relationships). New Affordable Apartments in Austin, Texas, Helped by $2M Grant From FHLB Dallas and Bank OZK
• Neutral Sentiment: Official Q1 release: Net income available to common stockholders was $159.3M (down 5.1% YoY); diluted EPS $1.44 (down 2.0% YoY). Revenue rose ~2.2% YoY to $424.3M; ROE ~12.65% and net margin ~25.5%. These are factual results that investors will weigh against expectations. Bank OZK Announces First Quarter 2026 Earnings
• Neutral Sentiment: Analyst write‑ups highlight key metrics (margins, loan mix, deposit trends) for context on the quarter; useful background but not a clear directional trigger by itself. Bank OZK (OZK) Reports Q1 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Zacks flagged that OZK missed earnings (Q1 EPS $1.44 vs. $1.46 consensus) and flagged weaker year‑over‑year EPS, a headline that can pressure sentiment. Bank OZK (OZK) Lags Q1 Earnings and Revenue Estimates
• Negative Sentiment: Market commentary highlights credit concerns in the outlook (loan performance and reserves), which raises investor caution about forward earnings and potential reserve builds. Bank Ozk earnings in focus as credit concerns cloud outlook
• Negative Sentiment: Local and regional coverage notes the YoY drop in net income despite revenue growth — a reminder earnings momentum softened this quarter. Bank OZK net income dips in the first quarter, revenue rises

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on OZK. Wells Fargo & Company boosted their target price on shares of Bank OZK from $48.00 to $50.00 and gave the company an "equal weight" rating in a research note on Monday, March 30th. Weiss Ratings reissued a "buy (b-)" rating on shares of Bank OZK in a research note on Tuesday, January 27th. Zacks Research raised shares of Bank OZK from a "strong sell" rating to a "hold" rating in a research note on Wednesday, January 7th. Piper Sandler set a $62.00 target price on shares of Bank OZK in a research note on Thursday, January 22nd. Finally, UBS Group began coverage on shares of Bank OZK in a research note on Tuesday, April 7th. They set a "neutral" rating and a $48.00 target price for the company. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bank OZK has a consensus rating of "Hold" and an average price target of $56.89.

Bank OZK Profile

Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.

The bank's core operations focus on commercial real estate lending, including acquisition, development and construction financing.

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